A股成交3.64万亿创新高，AI应用与商业航天引领涨势

Market Performance - The A-share market continued its strong performance with all major indices closing higher, marking the 17th consecutive trading day of gains [1] - The Shanghai Composite Index closed at 4165.29 points, up 1.09%, while the Shenzhen Component Index rose 1.75% to 14366.91 points, and the ChiNext Index increased by 1.82% to 3388.34 points [1] Trading Volume - The total trading volume for the day reached approximately 3.64 trillion yuan, breaking the previous record of 3.49 trillion yuan set on October 8, 2024 [3] AI Applications - The AI application sector saw significant growth, particularly in the Generative Engine Optimization (GEO) concept, which focuses on enhancing brand visibility in AI-generated content [3] - Companies such as Yidian Tianxia, BlueFocus, Zhongwen Online, and Tianlong Group experienced a 20% increase in stock prices, forming a new market focus dubbed the "Yizhongtian" combination [3] - According to Pacific Securities, the GEO market in China is projected to grow from 2.9 billion yuan in 2025 to 24 billion yuan by 2030, with a compound annual growth rate of approximately 53% [3] Commercial Aerospace - The commercial aerospace sector continued its strong performance, with Chinese companies like China Satellite and China Satcom seeing their stock prices hit the daily limit and reach historical highs [3] - The International Telecommunication Union (ITU) reported that China recently submitted an application for frequency resources for an additional 203,000 satellites, covering 14 satellite constellations [3] Brain-Computer Interface - Brain-computer interface stocks remained active, with advancements reported in non-invasive brain-computer interface technology, including the first "space brain-computer interface experiment" conducted during manned space missions [4] Lithium Carbonate Futures - Lithium carbonate futures prices have been rising, with recent data showing prices exceeding 150,000 yuan per ton, representing an increase of over 80% compared to the same period in 2025 [4] - Since hitting a low in June 2025, lithium prices have increased by more than 166%, driven by regulatory policies, increased demand in energy storage, and tightening supply from upstream lithium mines [4] Precious Metals - International precious metal prices surged, with gold futures and spot prices both surpassing 4,600 USD per ounce, while silver prices reached historical highs [4] - Analysts attribute the rise in precious metal prices to expectations of interest rate cuts by the Federal Reserve and geopolitical tensions [4]