Market Overview - The A-share market opened lower on February 11, with the Shanghai Composite Index down 0.10%, the Shenzhen Component Index down 0.17%, and the ChiNext Index down 0.24% [1] Active Sectors 1. Seedance Concept - The Seedance concept remains active, with stocks like Zhangyue Technology, Huanrui Century, Bona Film Group, and Decai Co. achieving three consecutive trading limits, while Rongxin Culture and Jiecheng Co. opened over 10% higher [3] - The recent launch of Seedance 2.0 has sparked widespread evaluation and discussion in the AI industry, showcasing impressive results and potentially becoming a significant milestone in AI video development [3] 2. Glass Fiber Concept - The glass fiber sector showed initial activity, with Shandong Glass Fiber hitting the trading limit, and International Composites rising over 15%. Other notable gainers include China Jushi, China National Materials, Honghe Technology, and Changhai Co. [4] - According to Huatai Securities, leading companies in the glass fiber sector have recently increased prices for electronic fabrics, indicating a tightening supply situation spreading from high-end products to ordinary ones [5] 3. Computing Power Leasing Concept - The computing power leasing sector strengthened again, with Naxing Co. hitting the trading limit, and previous three-day limit gainer Dawi Technology continuing its upward trend. Other stocks like Wangsu Technology and Nanling Technology also saw gains [5] - Cloudflare, a US internet service and infrastructure company, predicted that its sales for the year and the first quarter would exceed Wall Street expectations, driven by rapid growth in AI technology demand for its cloud services [6] Institutional Insights - Minsheng Securities suggests that the week before the Spring Festival is an optimal time for positioning, emphasizing the importance of seizing opportunities before the holiday [7] - China Galaxy Securities notes that the Spring Festival holiday is expected to provide ample time for box office releases, with a growing acceptance of quality films among audiences [8] - CITIC Securities anticipates an acceleration in the "anti-involution" trend within the photovoltaic battery component industry, driven by rising silver prices and a shift towards high-efficiency products [9]