两大千亿芯片龙头，历史新高

Group 1: Market Performance - The non-ferrous metals, storage chips, and AI application sectors led the market gains today, with significant increases in key stocks such as Luoyang Molybdenum, Huayou Cobalt, Jiangxi Copper, and Northern Rare Earth [1][2] - The Shanghai Composite Index rose by 0.4%, the Shenzhen Component Index increased by 0.31%, and the ChiNext Index saw a slight rise of 0.06% [1] Group 2: Non-Ferrous Metals Sector - The non-ferrous metals sector experienced a strong rally, driven by energy metals, industrial metals, and minor metals [2] - Key catalysts for this sector include a policy plan from the Ministry of Industry and Information Technology aiming for an average annual growth of 5% in the non-ferrous metals industry from 2025 to 2026, and a projected annual growth of 1.5% in the production of ten non-ferrous metals [4] - The Federal Reserve's recent interest rate cut has led to expectations of a new round of easing, further supporting the sector [4] - Supply-side disruptions have also contributed to the sector's performance, with a focus on copper and aluminum as key investment opportunities [5] Group 3: AI Applications Sector - The AI applications sector showed strong performance, with stocks like Danghong Technology and Yidian Tianxia experiencing significant gains [7] - The Sora concept and AI corpus sectors also saw increases, reflecting growing interest and investment in AI technologies [8] - Recent developments in AI models, such as the release of DeepSeek-V3.2-Exp and Anthropic's Claude Sonnet 4.5, indicate ongoing advancements in the field [9][10]