午评：北证50指数半日大涨超3%，影视、传媒等AI应用方向走强

Market Overview - The three major indices collectively declined in early trading, with the Shanghai Composite Index down 0.63%, the Shenzhen Component Index down 0.62%, and the ChiNext Index down 1.49%, while the North Exchange 50 rose by 3.43% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.5792 trillion yuan, an increase of 20 billion yuan compared to the previous day [1] Sector Performance - Over 3,800 stocks in the market experienced gains, with sectors such as film and television, AI corpus, innovative drugs, batteries, Hainan Free Trade Zone, and gaming showing the highest increases [1] - Conversely, sectors such as storage chips, insurance, CPO, rare earth permanent magnets, coal mining and processing, and controllable nuclear fusion faced the largest declines [1] Notable Stocks - AI application sectors, including AI corpus and Sora concepts, performed strongly, with stocks like Fushi Holdings, 360 Security Technology, and Aorui Technology hitting the daily limit, while Chinese Online, Yidian Tianxia, and Huace Film & Television saw significant gains [1] - The battery sector remained active, with Hunan Yuneng reaching a new high, Tianji Co. achieving two consecutive limit-ups, and Enjie Co. hitting the daily limit [1] - Innovative drug concept stocks also surged, with Sanofi's stock hitting the daily limit, and stocks like Angli Kang, Asia-Pacific Pharmaceutical, and Lianhuan Pharmaceutical also performing well [1] Declining Stocks - In contrast, most computing hardware stocks experienced a pullback, with companies like Shenghong Technology, Tianfu Communication, Industrial Fulian, Zhongji Xuchuang, Xinyi Sheng, and Shengyi Technology dropping over 5% [1] - The storage chip sector also saw fluctuations, with stocks such as Jiangbolong, Yunhan Chip City, Lanke Technology, Zhaoyi Innovation, and Puran Co. facing significant declines [1]