刚刚，大面积涨停，外围传来三大重磅

Group 1 - The AI sector is experiencing a significant surge, with nearly 20 stocks hitting the upper limit and many large-cap tech stocks like Industrial Fulian, ZTE, and SMIC showing strong performance [1][2] - OpenAI's new audio and video generation model, Sora 2, has been released, demonstrating improved accuracy and realism, and has quickly become the top free app in the Apple Store [2] - CoreWeave's CEO argues that the infrastructure investments by major tech companies are driven by real demand, countering the notion of a "circular" flow of funds among companies [6] Group 2 - The Bank of England and IMF have raised alarms about potential AI investment bubbles, comparing current tech stock valuations to the peak of the dot-com bubble [4][5] - Oxford Economics has identified signs of a bubble in the AI sector, noting that tech stocks account for nearly 40% of the S&P 500, with valuations significantly exceeding reasonable values [4] - Some industry experts, including Jeff Bezos, view the current AI trend as an "industrial bubble" rather than a financial one, suggesting that it will ultimately lead to beneficial innovations [6]