Group 1: Market Overview - The Shanghai Composite Index rose by 0.52% and the Shenzhen Component Index increased by 0.35%, while the ChiNext Index remained flat and the North Stock 50 fell by 0.70% [2] - The total trading volume across the Shanghai, Shenzhen, and Beijing markets reached 21,972 billion yuan, an increase of 191 billion yuan compared to the previous day, with over 2,600 stocks rising [2] Group 2: Semiconductor and Storage Chip Sector - The storage chip sector experienced a significant surge, with the sector's index rising nearly 4%, and stocks like Jiangbolong and Demingli hitting the daily limit [5] - Major global storage chip manufacturers, including SanDisk, Micron, and Western Digital, have announced price increases, with SanDisk's stock rising nearly 17% and Micron's over 4% [7] - The price increase is attributed to a restructuring of supply and demand in the storage industry, with major manufacturers reducing production and increasing demand driven by AI investments [7][8] Group 3: AI Application Sector - The AI application sector saw a strong performance, with companies like Kunlun Wanwei and Keda Xunfei showing notable gains [10] - DeepSeek announced the release of its new model, DeepSeek-V3.2-Exp, which significantly reduces service costs, leading to a 50% decrease in API usage costs for developers [12] - The adaptation of DeepSeek's new model by several domestic chip manufacturers indicates a significant breakthrough in the AI industry [12] Group 4: Precious Metals Sector - Gold prices reached a new high of $3,860 per ounce, with companies like Zhongjin Gold and Shengda Resources seeing gains of nearly 4% [15] - Silver futures experienced a surge of 4.5%, with silver prices rising by 40% since June, driven by industrial demand, particularly from the photovoltaic industry [18][19] - The supply constraints in the silver market are expected to continue, with a projected decline in global silver mine supply in 2024 [20]