高开高走，但后力不足

Market Performance - The three major indices experienced significant gains, with the Shanghai Composite Index rising by 1.2%, the Shenzhen Component Index increasing by 1.98%, and the ChiNext Index up by 2.24% [1] - Over 4,700 stocks in the two markets saw an increase, with a total trading volume of 2.22 trillion yuan [1] Sector Highlights - The AI application sector saw a continuous surge, with Liou Co. achieving six consecutive trading limits in nine days, and over 20 stocks, including Xinhua Net and Sanjiang Shopping, hitting trading limits [3] - The semiconductor sector also performed well, with Yaxiang Integration reaching a trading limit and setting a historical high [3] - The commercial aerospace concept remained active, with Haige Communication achieving three consecutive trading limits and several other stocks, including Sanwei Tiandi and Jiayuan Technology, also hitting trading limits [3] - The Alibaba Cloud concept continued to rise, with Hangang Co. and Data Port both reaching trading limits [3] Sector Declines - The energy metals sector opened lower and fell by 2.69%, with stocks like Obsidian Optical down by 2.51%, followed by Jin Hao Medical and others [3] - Other sectors such as lithium mining, insurance, and robotic actuators also faced declines [3] Industry Insights - According to a report from Zhongyou Securities, major domestic companies like ByteDance are accelerating investments, which is expected to increase the scale of AIDC and computing power procurement [3] - The monthly active user count for Qianwen C-end has surpassed 100 million within two months, showing rapid growth among students and white-collar workers [3]