午报三大指数震荡走低全线收跌，AI应用方向逆势爆发，算力硬件股集体重挫

Market Overview - The market experienced a downward adjustment in the early session, with all three major indices declining. The Shanghai and Shenzhen markets had a half-day trading volume of 1.56 trillion, an increase of 27.4 billion compared to the previous trading day [1] - Over 3,800 stocks rose, with the pharmaceutical sector showing resilience, as companies like Sanofi and Lianhuan Pharmaceutical hit the daily limit [1][3] - The AI application sector continued to rise, with stocks such as Rongxin Culture and Fushin Software reaching their daily limit [1][3] - Conversely, computing hardware stocks collectively fell, with significant declines in major optical module companies [1][7] Pharmaceutical Sector - The innovative drug sector saw a surge, with Sanofi hitting the daily limit and other companies like Lianhuan Pharmaceutical and Aonlikang also experiencing significant gains [3][4] - Sanofi announced a net profit increase of over 70% year-on-year for the first three quarters [4][11] - The National Medical Insurance negotiation for 2025 commenced, introducing a new mechanism for "commercial insurance innovative drug directory" [11] Lithium Battery Sector - The lithium battery sector remained active, with companies like Tianji and Enjie reaching their daily limit. The average price of lithium hexafluorophosphate rose to 103,000 yuan per ton, a 2.49% increase from the previous trading day [5][16] - The price of lithium hexafluorophosphate has rebounded by 113% from its low point this year, indicating strong upward momentum in the lithium battery industry [6] AI Application Sector - OpenAI's release of the Sora2 model represents a significant technological breakthrough, accelerating the commercialization of AI applications [3] - The demand for innovative content forms, such as "AI comic dramas," is surging, creating new industry opportunities [3][19] - Stocks in the AI application sector, including Fushin Software and Rongxin Culture, saw substantial gains, reflecting the sector's growth potential [1][24] Data Industry Development - The National Development and Reform Commission and other departments issued a plan to deepen smart city development and promote digital transformation, emphasizing the integration of data industries with low-altitude economy and intelligent driving [28]