11月21日主题复盘 | 指数大幅回调，仅水产养殖、AI应用等较为强势

Market Overview - The market opened lower and continued to decline throughout the day, with all three major indices falling collectively. The total trading volume reached 1.98 trillion [1] - AI application sectors showed strength, with companies like Vision China and Ji Qi Software hitting the daily limit up. The military industry also saw some active stocks, such as Longxi Co., which hit the limit up [1] - Conversely, lithium mining stocks experienced significant declines, with Tianqi Lithium and Ganfeng Lithium among over ten stocks hitting the limit down. The storage chip sector also faced substantial adjustments [1] Hot Topics Aquaculture - The aquaculture sector remained active, with Zhongshui Fishery achieving six consecutive limit ups, and the Zangzi Island concept rebounding [4] Artificial Intelligence Large Models - AI applications performed well, with Rongji Software achieving five consecutive limit ups. Vision China, Ji Qi Software, and Yidian Tianxia also hit the limit up [6] - Google announced an upgrade to its popular image generation and editing model, Gemini, introducing the Nano Banana Pro model, which claims to provide "studio-level" precision and control [6] - Tencent's Yuanbao is set to launch a new feature allowing users to generate videos from a single sentence or image, based on the latest HunyuanVideo 1.5 model [6] - Analysts predict three trends for the next phase of AI video applications: deeper integration with social interaction, evolution of ChatGPT into an ecosystem, and a one-stop solution for video creation needs [8] Stock Performance Aquaculture Stocks - Zhongshui Fishery: Latest price 15.09, up 9.99%, market cap 5.52 billion [5] - Zangzi Island: Latest price 4.75, up 9.95%, market cap 3.37 billion [5] AI Stocks - Rongji Software: Latest price 12.45, up 9.98%, market cap 6.61 billion [7] - Vision China: Latest price 25.34, up 9.98%, market cap 17.13 billion [7] - Ji Qi Software: Latest price 8.94, up 9.96%, market cap 7.06 billion [7] - Yidian Tianxia: Latest price 39.97, up 19.99%, market cap 15.27 billion [7]