Market Overview - A-shares showed mixed performance on the 15th, with the Shanghai Composite Index declining while the Shenzhen Component and ChiNext Index rebounded at the close [1][13] - The total trading volume in the A-share market fell below 3 trillion yuan, with a decrease of approximately 1 trillion yuan compared to the previous day [1][13] - Over 3,100 stocks in the A-share market closed lower, with significant declines in AI application concepts and commercial aerospace stocks [1][13] ETF Trading Activity - The trading volume of broad-based ETFs surged, with the CSI 500 ETF reaching approximately 26.3 billion yuan, marking a historical high [2][14] - The trading volume of the CSI 300 ETF exceeded 25 billion yuan, also setting a record since October 9, 2024 [2][14] Semiconductor Sector - The semiconductor sector experienced a strong rally in the afternoon, with notable performances from lithography machines and memory chip concepts [3][15] - Blue Arrow Electronics and Silicon Power both hit the 20% daily limit up, while Shanghai Xinyang rose over 16% [3][15] Nonferrous Metals Sector - The nonferrous metals sector saw significant gains, with stocks like Zinc Industry Co., Sichuan Gold, and Xianglu Tungsten hitting the daily limit up [6][19] - Spot silver prices surged over 7%, breaking the $93 mark, while spot gold reached a new high of $4,643 per ounce [19][21] AI Application Concepts - AI application concepts faced a substantial pullback, with stocks like Star Map Measurement Control and Worth Buying dropping over 20% [9][22] - Worth Buying announced that its AI-related business is still in the initial investment stage and does not significantly impact its overall operations [24][25] Company Announcements - Tianlong Group and Blue Focus both clarified their business focuses, stating they do not engage in AI or GEO-related activities, highlighting the risks of market speculation [11][24] - Galaxy Securities noted that global geopolitical tensions may drive demand and value reassessment for strategic metals, supporting price increases for key nonferrous metals [21]