A-share market surged to the upside and then retreated; the three major indices all slid together in the final minutes, but sector themes were locally still extremely hot. The strongest area is AI application: Natsun Software hit two consecutive daily limit-ups, while Zhidu Shares, Network New Juheng, and Zhongxin Saike all closed at the daily limit. Computing-power chips were also active: Xuanji Information saw a 20cm limit-up and then re-closed. More than 3,000 stocks across the whole market fell; yet the Shanghai Composite was up only 0.06%—a typical case of “you made money on the index but not on the stocks.” Trading volume on both Shanghai and Shenzhen totaled 2.14 trillion yuan, up 104 billion yuan from the previous day, indicating that capital is still in the market, but the action has shifted from broad gains to a few key main storylines. Can this wave of AI applications turn from a one-day burst into a sustained trend? The key is whether the ceiling for consecutive limit-ups can be broken. When volume is there, the story continues; when volume shrinks, the story should wrap up. For participants, this kind of market is the ultimate test of discipline: don’t get off the train before the main theme has clearly played out, and don’t treat a one-day impulse as a long-term belief.#AI股持续上涨还有哪些投资机会 $MUBARAK
