逆势方向：AI应用、部分消费链条 周二A股整体延续调整格局，临近尾盘跌幅有所收窄，但三大指数仍集体收跌。 截至收盘，上证指数报 3939.81 点，跌 0.81%；深成指报 13080.49 点，跌 0.92%；创业板指报 3069.22 点，跌 1.16%。从技术形态看，上证指数已明显跌破 30 日均线，盘中最低一度探至约 3925 点。 成交方面，沪深京三市全天成交额约 19460 亿元，较前一交易日放量约 156 亿元，但在放量的同时，资金呈现明显的净流出态势，全市场资金净流出规模接 近 1238 亿元，个股方面则出现超过 4100 只下跌的普跌格局。 一、盘面结构：强弱分化显著，资金"弃旧拥新" 从盘面结构看，周二市场呈现典型的"指数中阴、结构剧烈分化"的特征。 AI应用板块全天强势，多只个股走出独立行情。 福石控股、宣亚国际均录得 20cm 涨停； 部分数字营销、内容生产、云服务等细分方向出现资金持续追捧。 美容护理板块尾盘拉升： 敷尔佳、芭薇股份等多股上涨，资金明显在弱市中寻找"景气度+高成长"的方向。 这类板块的共同特征是： 与政策导向、产业升级相关（AI应用、数字经济、医美消费升级）； 具备中 ...

AI应用股AppLovin盘前大涨7.5%。消息上，AppLovin2025年第三季度财务业绩和第四季度展望均超出 预期。财报显示，AppLovin三季度营收达14.1亿美元，同比增长68.9%，超出预期7000万美元；每股收 益为2.45美元，而市场普遍预期为2.39美元。第三季度，AppLovin回购并持有130万股A类普通股，总成 本为5.71亿美元。董事会还额外增加了32亿美元的股票回购授权。展望未来，AppLovin预计第四季度营 收将在15.7亿美元至16亿美元之间，高于此前15.5亿美元的预期。 ...

Group 1 - The A-share market showed mixed performance with the ChiNext index leading the gains, while the Shanghai Composite Index experienced fluctuations, closing slightly down [2] - The total trading volume in the market reached 1.61 trillion, an increase of 153.3 billion compared to the previous trading day, indicating heightened market activity [2] - The main market focus was on artificial intelligence (AI) stocks, with significant gains in AI hardware and application stocks, while over 4,000 stocks declined overall [2][3] Group 2 - The ChiNext index's strength was attributed to the leading CPO company "Yizhongtian," which, along with two other companies, had a combined market capitalization of 400 billion, with an average increase of over 10% [3] - The market sentiment was notably impacted by the performance of "Huayin Power," which opened with a significant drop, affecting other leading stocks [3] - AI-related sectors, particularly "optical packaging" and "NVIDIA concepts," showed strong performance, driven by positive news from NVIDIA [3]