盘面上，军工信息化概念反复活跃，广哈通信、航天长峰等多股2连板；教育股大幅拉升，开元教育20CM涨停，教育部公布首批18个“人工智能+高等教育”应用场景典型案例；Sora概念股反弹，安诺其涨近12%，机构指Sora模型有望加速文生视频应用在各行业的渗透率；日用化工、传媒、燃气等板块涨幅居前。铜铝价格回调，小金属板块集体回调，华锡有色跌停；煤炭开采加工板块普遍下跌，兰花科创、山西焦化跌停；中船系震荡走低，中船应急跌约7%；钢铁、汽车整车、酒店及餐饮等板块跌幅居前。Major A-share indices fell collectively. As of the midday close, the Shanghai Index fell 0.41% to 3032.13 points, the Shenzhen Stock Exchange Index fell 0.74%, and the GEM index fell 0.31%.
Major A-share indices fell collectively. As of the midday close, the Shanghai Index fell 0.41% to 3032.13 points, the Shenzhen Stock Exchange Index fell 0.74%, and the GEM index fell 0.31%. More than 3,200 shares rose. The two markets traded 483.6 billion yuan in half a day, and the net sale of northbound capital was about 4.175 billion yuan.
On the plateThe military informatization concept rebounded, with multiple stocks such as Guangha Communications and Aerospace Changfeng; education stocks rose sharply, Kaiyuan Education rose and stopped 20CM, and the Ministry of Education announced the first batch of 18 typical “artificial intelligence+higher education” application scenarios; Sora concept stocks rebounded, and Annuo rose nearly 12%. Agencies indicated that the Sora model is expected to accelerate the penetration rate of Wensheng video applications in various industries; household chemicals, media, gas and other sectors registered the highest gains. Copper and aluminum prices pulled back, and the small metal sector collectively pulled back, and Huaxi Nonferrous declined; the coal mining and processing sector generally fell, with Orchid Science and Technology and Shanxi Coking falling to a standstill; China Shipbuilding shocks declined, and China Shipbuilding's emergency fell by about 7%; and the steel, automobile, hotel and catering sectors registered the highest declines.
The concept of military informatization has been repeatedly active, and Guangha Communications and others have 2 connected boards
Guangha Communications, Aerospace Changfeng, Aowei Communications, and Sichuang Electronics stepped out of the second straight board. Xingtu Xinke rose and stopped by 20cm, while Qantang Technology, Aeronautics Software, Zhongbing Red Arrow, and Guanglian Airlines were ahead of the curve. Tianfeng Securities pointed out that the establishment of an information support force is expected to further deepen our military's informatization process and may play an important leading role in specific technical fields such as electronic confrontation and military data chains.
Education stocks sharply raised Kaiyuan Education's 20CM rise and stopped
Kaiyuan Education went up and down by 20CM. Kevin Education, Cod Education, and Onli Education all rose by more than 7%, while Quantong Education, Oriental Fashion, and MeiJim followed suit. According to the news, recently, the Ministry of Education issued a notice announcing the first batch of 18 typical cases of “artificial intelligence+higher education” application scenarios.
Sora concept stocks rebounded, and Annuo rose nearly 12%
Annuoqi rose nearly 12%, followed by Huace Film and Television, Insai Group, Zhongguang Tianze, and Yuanlong Yatu. According to the CITIC Securities Research Report, the Sora model is expected to accelerate the penetration rate of Wensheng video applications in various industries. According to its estimates, by 2025, the median potential market space for domestic Wensheng video applications in the short video field could reach 8 billion yuan.
Copper and aluminum prices pulled back, and small metal sectors collectively fell
The small metal sector collectively pulled back, and Huaxi Nonferrous fell to a standstill. Tengyuan Cobalt and Huayou Cobalt fell nearly 6%, while Tin Co., Ltd., Yongxing Materials, Zhangyuan Tungsten, Luoyang Molybdenum, and Chinatungsten Hi-Tech had the highest declines. According to the news, the situation in the Middle East region has cooled down, and the prices of commodities such as petroleum, gold, copper, and aluminum have collectively recovered. Among them, spot gold closed down 2.72% to $2326.81 yesterday, and fell more than 1% to $2,295.4 in the intraday session today; LME copper closed down 0.22% to $9853 yesterday, while LME aluminum closed down 0.41% to $2,658.
Coal stocks generally fell, Orchid Science and Technology Innovation and Shanxi Coking fell to a halt
Orchid Science and Technology Innovation and Shanxi Coking fell to a standstill, Panjiang shares fell by more than 6%, while Huayang Co., Ltd., Shanmei International, Shanghai Energy, and Huaibei Mining followed suit.
