中国基金报·2025-11-18 04:47Core Viewpoint - The article highlights a strong rebound in the semiconductor sector and a collective rise in AI application directions, while other sectors like lithium battery and chemicals are experiencing declines [4][11]. Market Overview - On November 18, A-shares opened lower, with the Shanghai Composite Index down 0.56% to 3949.83, the Shenzhen Component Index down 0.43% to 13145.00, and the ChiNext Index down 0.43% to 3091.87 [3][6]. - The total trading volume reached 1.30 trillion CNY, with a predicted increase to 2.04 trillion CNY, up by 106.3 billion CNY [3]. Sector Performance - The AI application sector saw significant gains, with companies like Fushi Holdings and Xuan Ya International hitting the daily limit up of 20% [13][14]. - The semiconductor sector also showed strong performance, with Longxin Co. hitting a 20% limit up, and other companies like North Huachuang and Zhongwei Company rising over 4% [9][11]. - In contrast, the lithium battery industry faced substantial declines, with various sectors such as chemicals and coal experiencing fluctuations [4][11]. Notable Stocks - Longxin Co. (SH:688486) reached a price of 79.86 CNY, marking a 20% increase [10]. - Fushi Holdings (current price: 7.06 CNY, up 20.07%) and Xuan Ya International (current price: 21.83 CNY, up 20.01%) were among the top gainers in the AI sector [14][15]. News Impact - Samsung announced a price increase of 30% to 60% for some memory chips, indicating a supply shortage in the storage industry [11]. - The trend of orders shifting towards domestic chips is expected to continue, driven by the demand for stable computing power from cloud providers and AI startups [11].