Midday Review: The ChiNext Index surged 2.41% in the first half of the day, with the AI industry sector as a whole experiencing a collective outbreak.

The three major indexes collectively rose in the morning session, with the Shanghai Composite Index up 0.33%, the Shenzhen Component Index up 1.34%, and the ChiNext Index up 2.41% by noon. The Bei50 Index fell by 0.03%. The total turnover of the Shanghai and Shenzhen stock exchanges and the Beijing market reached 1.7463 trillion yuan by midday, an increase of 46.9 billion yuan compared to the previous day. Over 2200 stocks in the entire market rose. In terms of sectors, the semiconductor, CPO, AI glasses, and liquid-cooled server sectors in the AI industry chain led the gains, while the liquor, coal, education, and real estate sectors saw the most losses. On the market, semiconductor, CPO, AI glasses, and copper cable high-speed connection AI technology stocks surged collectively. Stocks like Espressif Systems, Rui Xinyi, and Megmit soared by the daily limit, while several others such as NewEasywin, Shijia Photonics, and Changxin Bochuang rose by more than 10%. The rare earth sector fluctuated and rose, with North Mining Technology hitting the daily limit, Longci Technology reaching a new high, and Northern Rare Earth rising by over 5%. The liquor sector as a whole saw a correction, with Luzhou Laojiao and Shanxi Fenjiu both falling by more than 3%. The real estate sector also performed poorly, with Shenshenfang A hitting the limit down and Wantong Development, Damingcheng, and Shahe Stock leading the declines.