A股突变！最火板块全线杀跌，发生了什么？

Market Overview - The AI applications and commercial aerospace sectors experienced significant declines, with stocks like Tianlong Group, Zhidema, and Guangyun Technology hitting the 20% daily limit down [2] - The non-ferrous metals and chemical sectors saw gains, with multiple stocks reaching historical highs [4] Index Performance - As of the morning close, the Shanghai Composite Index fell by 0.6%, the Shenzhen Component Index decreased by 0.44%, and the ChiNext Index dropped by 1.02% [3] Non-Ferrous Metals Sector - The non-ferrous metals sector rose, with precious metals, energy metals, and industrial metals leading the gains. Companies like Luoyang Molybdenum, Huaxi Nonferrous, and Xiamen Tungsten reached historical price highs [4] - Specific stocks such as Zinc Industry Co. and Luoping Zinc Electric both hit their daily limit up, with increases of 10.02% and 9.97% respectively [5] Lithium Carbonate Price Surge - As of January 15, the benchmark price for industrial-grade lithium carbonate rose to 160,000 yuan per ton, a 36.71% increase from the beginning of the month [6] - Major companies in the lithium battery supply chain are undergoing maintenance, which is expected to reduce production capacity temporarily but not significantly impact overall operations [6] Silver Market Dynamics - The silver market showed strong performance, with spot silver prices reaching over $93 per ounce before experiencing a drop of more than 7% [7] - Analysts suggest that the long-term upward trend in silver prices is supported by supply constraints and increasing demand, particularly from the AI and re-industrialization sectors [7] High Dividend Assets - High dividend assets, including sectors like electricity, oil and gas extraction, and transportation, showed active performance in the market [9] - Longjiang Electric reported a profit of 41.32 billion yuan for 2025, marking a 6.34% year-on-year increase [9]