直线涨停，封单超17万手

Market Overview - The A-share market showed mixed performance with the Shanghai Composite Index down by 0.15%, while the Shenzhen Component Index rose by 1.02% and the ChiNext Index increased by 2.14% [1] - The total trading volume exceeded 1.79 trillion yuan [1] Consumer Sector - The consumer sector experienced a late-afternoon surge, with Hai Xin Food hitting the daily limit and closing with over 170,000 buy orders [4][5] - The Ministry of Industry and Information Technology and five other departments issued a plan to enhance the adaptability of supply and demand in consumer goods, focusing on new fields such as smart connected vehicles, smart home, and food [7][8] CPO Concept Stocks - CPO (Co-packaged Optics) concept stocks saw strong performance, with Long光华芯 and赛微电子 hitting the daily limit and rising over 16% respectively [9] AI Industry Outlook - Alibaba's CEO indicated that the demand for GPUs is currently at full capacity, suggesting that an AI bubble is unlikely in the next three years due to a supply-demand imbalance [12] - Daitong Securities maintains an optimistic outlook on the AI industry, highlighting the growth potential driven by demand for computing power and recommending investment in computing hardware [12]