Market Performance - The three major stock indices closed mixed, with the Shanghai Composite Index rising by 0.29% and the Shenzhen Component Index increasing by 0.09%, while the ChiNext Index fell by 0.7% [1] - The Science and Technology Innovation Index decreased by 0.21% [1] Sector Performance - The sectors leading the gains included ultra-high voltage, smart grid, and general aviation [1] - Conversely, the sectors with the largest declines were CPO, OCS, semiconductor silicon wafers, and consumer electronics [1] Trading Volume - The total trading volume in the Shanghai and Shenzhen markets was 2.71 trillion yuan, which represents a decrease of 317.9 billion yuan compared to the previous trading day [1]

Group 1 - The OCS market is experiencing a four-year CAGR of 41%, indicating significant growth potential and attracting both domestic and international investment interest [1] - Three key investment directions in the OCS market are highlighted as worthy of focus for investors [1] Group 2 - Despite short-term performance pressures, an AI multimodal company has received a "buy" rating from analysts, who are optimistic about its prospects [1] - The company possesses over 100,000 hours of core video data assets, showcasing its unique value proposition [1] - The dual value of having both a scarce dataset and self-developed products is emphasized as a significant competitive advantage [1]