第一财经·2025-12-01 06:11Group 1 - The article highlights the strong performance of the consumer electronics sector in the A-share market, with stocks like Beilong Precision and Meg Smart reaching the daily limit [1] - It notes a collective high opening for metal sectors such as silver and copper, with companies like Xingye Silver Tin and Silver Nonferrous rising over 7% [1] - The AI application concept is mentioned as experiencing significant declines, with companies like Guotou Intelligent and Yidian Tianxia leading the drop [1] Group 2 - The article emphasizes the importance of tracking capital migration and understanding the logic behind stock selection by institutions and retail investors [1] - It suggests that the "Longhu Niuxiong" report provides insights into market trends and helps investors align with market rhythms for wealth growth [1]