A股，午后突发！韩国股市暴跌！

Core Viewpoint - The article highlights a decline in major stock indices across the Asia-Pacific region, with specific focus on the performance of the A-share and Hong Kong markets, while also noting significant movements in the photovoltaic and AI application sectors. Market Performance - On August 1, major Asia-Pacific stock indices mostly fell, with the Nikkei 225 down 0.66% to 40,799.6 points, the Korean Composite Index down 3.88% to 3,119.41 points, and the Australian S&P 200 down 0.92% to 8,662 points [1][2]. - The A-share market also saw declines, with the Shanghai Composite Index down 0.37% to 3,559.95 points, the Shenzhen Component down 0.17% to 10,991.32 points, and the ChiNext Index down 0.24% to 2,322.63 points [3]. Photovoltaic Industry - The photovoltaic sector experienced a surge, with notable stocks such as Jiejia Weichuang rising 20% to a limit-up, and Haiyou New Materials increasing approximately 13% [4][5]. - The Ministry of Industry and Information Technology issued a notice regarding energy-saving inspections for the polysilicon industry, which is expected to optimize supply and potentially phase out outdated production capacity [7]. - Analysts suggest that the recent supply-side reforms in the polysilicon sector may lead to a recovery in industry profit margins, benefiting leading companies with cost advantages [8]. AI Application Sector - The AI application sector showed strong performance, with stocks like Qidi Design hitting a limit-up of 20%, and Guomai Culture and Dingjie Zhizhi rising over 16% [9][10]. - The State Council's recent meeting emphasized the importance of advancing AI commercialization and integration across various sectors, which is expected to enhance the growth of related companies [11]. Notable Stock Movements - In the Hong Kong market, InnoScience saw a dramatic increase, rising over 60% at one point and closing up about 30%, following its inclusion as a partner with NVIDIA for 800V DC power architecture [12][13]. - InnoScience's collaboration with NVIDIA is anticipated to significantly enhance power density in AI data centers, marking a pivotal development in the semiconductor industry [14].