集体拉升，翻红！

Market Overview - A-shares opened lower but collectively rose, with the Shanghai Composite Index up 0.38%, Shenzhen Component Index up 1.03%, and ChiNext Index up 1.74% at midday [1] - The total market turnover was 827.1 billion, a decrease of 161.9 billion compared to the same period of the previous trading day [1] Military Industry - The military sector continued its strong performance, with multiple stocks hitting the daily limit, including Runbei Aerospace, which achieved a four-day consecutive rise [3][10] - Notable stocks included Jintongling and Huawu Co., both reaching a 20% limit up, while other stocks like Zhonghang Chengfei and Galaxy Electronics also saw significant gains [10][12] AI Hardware and Brain-Computer Interface - AI hardware stocks showed strength, with companies like Copper Cable High-Speed and Optical Module leading the gains, and Woer Nuclear Materials hitting the limit up [3] - Brain-computer interface concept stocks also surged, with Rongtai Health and Qisheng Technology reaching the daily limit [3] Hongmeng Concept Stocks - Hongmeng concept stocks experienced a sudden rise, with Donghua Software and other companies hitting the daily limit [5] - The upcoming launch of Hongmeng computers on May 19 was a significant driver for this surge [6] - Analysts are optimistic about the Hongmeng ecosystem, suggesting it could reshape the global operating system market [7][8] Cross-Border E-commerce - Cross-border e-commerce stocks saw active performance, with Jiuyi Co. and Huafang Co. both hitting the daily limit [16] - The sector is supported by regulatory encouragement for financial services in cross-border e-commerce and overseas warehouses [17] - Long-term structural opportunities are identified in three categories: cross-border e-commerce service providers, cross-border logistics companies, and high-growth category suppliers [17]