港股AI应用跳水，MINIMAX跌超14%，智谱跌6%，存储芯片股走低

Group 1 - The AI application concept stocks in Hong Kong experienced a sharp decline, with MINIMAX-WP dropping over 14% and other companies like Zhiyu and Haizhi Technology Group falling approximately 6% [1] - In the A-share and Hong Kong markets, the storage chip concept stocks also declined, with A-share company Purun falling nearly 10% and other companies like Hengshuo, Zhaoyi Innovation, Jiangbolong, Baiwei Storage, and Shannon Chip Innovation showing significant losses [1] - The short-selling firm Citron Capital announced it has established a short position on the storage stock SanDisk, contributing to the negative sentiment in the market [1] Group 2 - Swiss asset management chief strategist Luca Paolini indicated that while chip manufacturers are thriving and AI stocks related to Google are performing well, those associated with OpenAI are struggling, suggesting a shift in investor focus from "how much growth" to "how to achieve growth" [3] - Paolini emphasized that Chinese technology companies are in a favorable position during the AI cycle, benefiting from different business models compared to their U.S. counterparts, and the advantageous environment for Chinese tech stocks is expected to continue [3]