A股午评：三大指数震荡下跌创指跌0.8%，AI应用端逆势活跃！超2900股下跌，成交12782亿放量314亿；机构解读

Market Overview - The market experienced fluctuations with the Shenzhen Component Index and the ChiNext Index briefly turning positive during the early session. The military industry sector showed strong performance with a 10% limit up, while the Huawei computing concept stocks also saw gains. Overall, more than 2900 stocks declined, indicating a bearish sentiment in the market [2]. Key Sectors AI Application Sector - The AI application sector was notably active, with stocks like Xuan Ya International and 360 Technology hitting the 20% limit up. Alibaba announced its "Qianwen" project, marking its entry into the AI to C market, with the app now available for public testing [3]. Huawei Computing Concept - Stocks related to Huawei's computing concept, such as Borui Data, also reached the 20% limit up. Huawei is set to unveil a breakthrough technology in AI on November 21, which aims to unify resource management across various computing platforms, enhancing efficiency for AI training and inference [4]. Regulatory Developments - The State Administration for Market Regulation is pushing to include high-quality health food products that reflect traditional Chinese culture into the categories for duty-free shops, which may open new market opportunities for health food companies [5]. Technological Advancements - China's first high-energy direct geometry non-elastic neutron scattering spectrometer has passed inspection, providing a significant research platform for various materials, including thermoelectric and magnetic materials. This advancement marks a shift in research capabilities within the country [6]. Institutional Insights - China Galaxy Securities noted that the A-share market is in a consolidation phase, with rapid rotation among sectors. The technology sector is experiencing a pullback, while funds are shifting towards themes like lithium batteries and consumer sectors benefiting from policy support [7]. - CICC's outlook for 2026 suggests that Chinese stocks will continue to benefit from the AI technology wave and ample liquidity, recommending an overweight position despite potential year-end volatility [8].