In the morning session, as of 09:43, the main A-share indices showed divergence. The Shanghai Composite Index edged up 0.04%, while the Shenzhen Component Index and the ChiNext Index rose 0.4% and 0.45%, respectively. The CSI 300 gained 0.49%, while the STAR 50 fell 0.57%. The combined turnover of the two markets reached 0.65 trillion yuan, shrinking by approximately 2.846 billion yuan compared to the previous trading day. Among individual stocks, gains and losses were mixed, with 2,206 stocks rising and 2,749 stocks declining.
Main capital saw a net outflow of 17.131 billion yuan. Sectors such as batteries and energy metals led in inflows, while internet services and software development experienced the largest outflows. In terms of themes, energy metals and lithium sulfide led the gains, while space computing power and Ant A Fu led the declines.
Today, the top 10 popular hot stocks in the A-share market are as follows: Huasheng Tiancheng, Leo Group, Yanshan Technology, Haige Communications, Shanzhi Hi-Tech, Meinian Health, BlueFocus Communication Group, Guangdong Advertising Group, Sunwave Communications, and Goldwind Technology.
Additionally, Start Group, Aerospace Development, TBEA, Shanghai AtHub, and Guosheng Technology are also among the top in terms of popularity.
**Below is an analysis of the core factors influencing the stock prices of these companies:**
Huasheng Tiancheng has become a market focus primarily due to its comprehensive advancement of the "AI + Computing Power" strategic layout. The company possesses integrated solutions for next-generation artificial intelligence computing centers and has established deep cooperative relationships with leading technology firms such as Huawei and Alibaba. Leveraging large models like DeepSeek and Baidu Intelligent Cloud, the company has developed AI-native products such as intelligent customer service, which have been commercially deployed across multiple industries including finance and manufacturing. Furthermore, its investment in chip-related enterprises like Tailing Micro has effectively increased the proportion of revenue related to intelligent computing.
Leo Group continues to attract market attention, mainly because its business layout aligns closely with current AI hotspots. The company is involved in market-followed AI directions such as the ChatGPT concept and multimodal AI. Its subsidiary, Leo Digital, has deepened its AI agent layout in the marketing field, constructing agents for specific business roles and applying them to actual operations. Simultaneously, the company is developing liquid cooling server technology and has introduced intelligent agent response optimization solutions to enter the vertical AI application track. Related progress has been disclosed through institutional research.
Yanshan Technology has drawn market attention due to its layout across multiple cutting-edge technology fields. The company is involved in hot tracks such as AI PC, multimodal AI, brain-computer interfaces, and intelligent driving. Its self-developed Yan architecture large model is adapted for HarmonyOS PC devices, and it collaborates with AMD to expand terminal scenarios. The company is also engaged in the R&D and clinical cooperation of brain-computer interface technology. The introduction of standards for brain-computer interface medical devices by the National Medical Products Administration has brought industry benefits. The company's strategic shift toward "AI + Hard Tech" transformation has made it a focal point of market sentiment.
Haige Communications has become a hotspot due to the intertwining of two factors. On one hand, frontier concept sectors such as commercial aerospace, satellite internet, and brain-computer interfaces are highly active. The company's deep involvement in the satellite communication field and its layout in low-earth orbit satellite internet involve these hot concepts. On the other hand, the company's announcement of an expected negative annual net profit attributable to shareholders—a bearish performance signal—has created a contrast with previous thematic speculation, attracting widespread market attention.
Shanzhi Hi-Tech has attracted market attention for two main reasons. Firstly, as the sole potential investor to have paid a deposit, its participation in the restructuring of Neta Auto has sparked market attention regarding its business expansion and integration prospects. Secondly, the company's layout in automotive parts, reducers, and other businesses aligns closely with hot tracks such as new energy vehicles and intelligent connected vehicles, benefiting from dual policy and industry tailwinds like the new energy vehicle industry plan.
Meinian Health has become a focus thanks to the dual drivers of the AI healthcare theme and performance support. As a leading private physical examination provider, the company is deeply engaged in the "AI + Health Management" field, adopting technologies such as AI-based early screening for pulmonary nodules and AI brain health. It has developed multiple AI innovation products and built a full-process health management service system. Additionally, the concentrated release of backlogged physical examination orders previously affected by the pandemic has driven performance beyond expectations.
BlueFocus Communication Group has garnered attention due to the resonance of multiple factors. The company's AI marketing business has seen tangible progress, with 136 AI Agents covering the entire marketing chain. The dual drivers of "AI + Globalization" have contributed to performance improvement. The heightened popularity of the AI application sector in the market, the catalysis of the GEO concept by events such as leading AI platforms optimizing algorithms and open-sourcing recommendation code, policy dividends from eight departments including the Ministry of Industry and Information Technology supporting the AI application track, and the expectation of broadening financing channels through its H-share listing application have collectively made the company a focal stock in the AI application field.
Guangdong Advertising Group has become a hotspot due to the deep alignment of its business layout with market thematic demand. The company actively deploys AI technology in the digital marketing field, with self-developed products like Lingxi AI and GMCC Cloud. Its possession of the thematic attributes "globalization marketing + AI content generation" has made it an emotional leader in market focus.
