突发利好！刚刚，涨停潮来了！

Core Viewpoint - The rare earth sector has experienced a significant surge, with stocks related to Kimi and DeepSeek also rising sharply, indicating strong market interest and potential investment opportunities in these areas [2][14]. Market Overview - On July 18, the A-share market showed slight fluctuations, with the Shanghai Composite Index rising by 0.34%, the Shenzhen Component Index by 0.3%, and the ChiNext Index by 0.26% [2]. - The total market turnover reached 1.03 trillion CNY, showing a notable increase compared to the previous day, with 2,075 stocks rising and 3,088 stocks falling [3]. Sector Performance - The non-ferrous metal sector saw a substantial increase, particularly in rare earth, rare metals, and rare earth permanent magnet stocks, with several stocks hitting the daily limit [6][12]. - Notable stocks included: - Hai Xing Co., Ltd. with a 10.03% increase - Dongfang Zirconium with a 10.02% increase - Shengxin Lithium Energy with a 10% increase [7]. Rare Earth Sector Insights - The rare earth sector is bolstered by significant profit growth forecasts, with companies like Huahong Technology expecting a net profit increase of 3,047% to 3,722% year-on-year, and Northern Rare Earth forecasting a 1,883% to 2,015% increase [14]. - The market is also influenced by external factors, such as the U.S. Department of Defense's investment in MP Materials to expand production capacity, which is expected to sustain the upward trend in the rare earth sector [14]. Kimi and DeepSeek Concept Stocks - Kimi concept stocks saw a notable rise, with Century Tianhong hitting a 20% limit up, and other stocks like Tuorisi and Deepin Technology also performing well [16][18]. - The release of the Kimi K2 AI model has generated significant attention, indicating a strong potential for growth in AI-related stocks [18].