帮主午评：AI大宴正酣，一半海水一半火焰

Core Viewpoint - The market is experiencing a structural rotation rather than a comprehensive recovery, with funds shifting from previous hot themes like commercial aerospace to AI applications that have significant growth potential but are currently undervalued [4]. Group 1: Market Dynamics - The market is divided into two distinct segments: one characterized by enthusiasm for AI applications, and the other showing weakness in sectors like Hainan Free Trade Zone and retail, with over 2,700 stocks declining [4]. - The trading volume has decreased significantly, with a drop of over 1 trillion in transaction value, indicating a lack of overall market liquidity and a concentrated flow of funds into a few high-potential areas [4]. Group 2: Investment Strategy - Investors are advised to focus on AI application sectors while being cautious not to chase stocks that have already reached their peak during high emotional periods; instead, look for stocks with solid business logic that have not yet seen significant price increases [5]. - There is a need for vigilance regarding the overall market environment, as the shrinking trading volume is a warning sign; if the market does not show effective volume growth in the afternoon, caution should be exercised regarding the sectors that have shown strength [5].