CTG DUTY-FREE(SH:601888) Zhong Guo Zheng Quan Bao·2025-11-10 04:21Group 1: AI Computing Sector - The AI computing sector experienced a collective decline, with leading stocks such as New Yisheng, Zhongji Xuchuang, and Shenghong Technology seeing significant drops due to concerns over investment following the release of the R1 model by DeepSeek, which achieved competitive results at lower training costs [1][10] - The recent announcement of the Kimi K2 Thinking open-source model by Moonlight has sparked discussions in the industry, with claims that it is the closest open-source model to closed-source frontiers [10] - The Kimi K2 Thinking model has demonstrated superior performance in various international benchmark tests, showcasing its capabilities in continuous reasoning and tool usage without human intervention [10] Group 2: Consumer Sector - The consumer sector saw a significant surge, particularly in the duty-free shop segment, with leading stock China Duty Free Group hitting the daily limit up [2][5] - The duty-free shopping policy in Hainan has been upgraded, leading to a notable increase in tourism consumption, with a reported 5.06 billion yuan in shopping amounts and a 34.86% year-on-year growth in the first week of the new policy [5] - The dairy, tourism, and liquor sectors also experienced substantial gains, with stocks like Luzhou Laojiao and Shede Liquor showing strong performance [5][7]