沪深两市成交额突破3万亿元！今天AI应用爆发，新“易中天”来了！这只股票跌停，午间发澄清公告

Market Overview - The trading volume of the Shanghai and Shenzhen stock markets has exceeded 3 trillion yuan for the second consecutive trading day, with an increase of over 420 billion yuan compared to the previous day [1]. AI Application Sector - The A-share AI application sector experienced a collective surge, with stocks such as Yidian Tianxia, Vision China, and Tianlong Group hitting the daily limit, with Yidian Tianxia and Tianlong Group both reaching a "20CM" limit up [4]. - BlueFocus achieved a "20CM" limit up with a trading volume of 19.32 billion yuan, ranking first in A-shares [4]. AI Hardware Sector - Leading AI hardware stocks have seen a continuous decline, with companies like New Yisheng, Industrial Fulian, Shenghong Technology, and Dongshan Precision all experiencing drops [11]. Reasons for AI Application Boom - The recent strong market performance of major model companies MiniMax and Zhipu, which have listed on the Hong Kong Stock Exchange, is a key factor. Both companies saw significant increases, with Zhipu's market capitalization surpassing 100 billion HKD [12]. - The listing of these companies is viewed as a critical anchor for future industry valuation and financing systems, signaling the commencement of "commercial value realization" in the AI application layer [12]. Emerging Hotspots in AI Applications - Three new hotspots have emerged in the AI application field: 1. AI4S (AI for Science) concept, with leading stock Zhizhi New Materials hitting a "20CM" limit up and achieving a cumulative increase of over 198% this year [13]. 2. GEO (Generative Engine Optimization) concept focuses on optimizing content and information architecture for AI search, aiming for high visibility and credibility in AI-generated answers [13]. 3. Tianpu Co. issued a clarification regarding rumors about its actual controller, stating that recent discussions were based on false information [13][14]. Tianpu Co. Stock Situation - Tianpu Co. faced a one-word limit down upon resuming trading, and as of the report, the stock had not opened above the limit down [15]. - The company received a notice from the China Securities Regulatory Commission regarding an investigation into abnormal trading and potential significant omissions in announcements [16].