A股午评：沪指调整半日跌0.34%，AI应用概念股逆市走高

Market Overview - The three major A-share indices collectively declined in the morning session, with the Shanghai Composite Index down 0.34%, the Shenzhen Component Index down 0.29%, and the ChiNext Index down 0.32% [1] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets reached 1,124.1 billion yuan, a decrease of 8.9 billion yuan compared to the previous day [1] - Over 3,000 stocks in the market experienced declines [1] Sector Performance - Sora concept, medical devices, cloud computing, pet economy, and logistics sectors saw the highest gains, while Hainan Free Trade Zone, hydropower, liquor, and rare earth permanent magnet sectors faced the largest declines [1] - AI application concept stocks, including InSai Group and Dahan Technology, experienced a collective rebound, with several stocks hitting the daily limit [1][10] - The medical device and pharmaceutical sectors initially rose, with stocks like Kangtai Medical and Zhengchuan Co. hitting the daily limit [1][11] - The logistics sector also saw a surge, with Shentong Express hitting the daily limit [1][12] Notable Stocks - Stocks with five consecutive daily limits include Xining Special Steel, Tibet Tianlu, Tibet Tourism, and Southern Road Machinery [2] - Stocks with three consecutive daily limits include Tuoshan Heavy Industry and Rainbow Group [3] - Stocks with two consecutive daily limits include Yiming Pharmaceutical and Dahan Technology [4] Hot Sectors - The strongest sector is Artificial Intelligence, with 11 stocks hitting the daily limit and three stocks with consecutive limits, including Shanhe Intelligent and Southern Road Machinery [5] - The Data Element sector had nine stocks hitting the daily limit, with Dahan Technology and Hubei Broadcasting as notable mentions [6] - The Medical Device sector had eight stocks hitting the daily limit, with Rainbow Group and Tianmu Pharmaceutical highlighted [7] Key Insights - The Sora concept is gaining attention due to OpenAI's preparation for launching a new video generation AI model, Sora 2, to compete with Google's Veo 3 [10] - The medical device sector is undergoing a shift as the National Medical Insurance Administration announced that the 11th batch of centralized procurement will no longer solely rely on the lowest price, promoting a transition from "price wars" to "value wars" [11] - The logistics sector is expected to continue growing due to the expansion of e-commerce and the rise of live-streaming e-commerce, indicating excess growth potential compared to upstream e-commerce [12]