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In the retail sector, Yonghui Supermarket, Jiajiayue, Dongbai Group, Youhao Group and Zhongbai Group have daily limit.CITIC Securities said that it is expected that the main directions of subsequent release will include multimodal, Agent and platform tools, AI applications, etc. The main products will include the foresight of important products such as Sora and Operator. At present, the rapid prosperity of model ecology, considering the upgrading of model capabilities and the lowering of industrialization threshold, combined with the application landing forms such as Agent, it is expected that the landing of AI applications will continue to accelerate in 2025, and it is suggested to pay attention to the three main lines of platform services, application scenarios and computing power.Large consumption collective pull-up

As of the close, in the food and beverage sector, Runpu Food, Panda Dairy, Yike Food and Western Animal Husbandry had daily limit, and Yiming Food won 11 consecutive boards.Consumer sectors such as food and beverage, catering, brewing, retail, and home appliances collectively soared in intraday trading.Founder Securities pointed out that since the the Political Bureau of the Communist Party of China (CPC) Central Committee meeting in September, various localities have implemented a package of incremental policies, and with the recent introduction of a series of favorable policies, the momentum of economic development has been improving. At present, the PE-TTM of Shenwan food and beverage sector is 21.13 times, and the valuation quantile in the last three years is only 12.9%, and the valuation quantile in the last five years is 7.8%. The policy catalysis drives the sentiment of the sector to improve, and we are optimistic about the layout opportunities at the bottom of the sector, focusing on the pro-cyclical segmentation sectors such as catering supply chain and head liquor.

In addition, FTSE China A50 index futures dropped sharply, closing down more than 3.5%.The concept of humanoid robot has a strong trend in intraday trading. At the close, Zhongyan shares won two consecutive boards, Eft and Hanwei Technology also rose by 20%, Sanfeng Intelligent rose by more than 15%, and Keli Sensing's daily limit reached a record high.Nearly 2,900 shares in the market floated red, and consumer sectors such as food and beverage, catering, home appliances, retail and brewing collectively rose, while insurance, banking and brokerage sectors also rose. Guosheng Gold controlled the daily limit, and China Merchants Securities, China Merchants Bank and Bank of Ningbo rose more than 2%. The concept of humanoid robot broke out again, and the two boards of China Research Institute, Eft and Keli sensing reached new heights; The concept of AIGC is active, Shensi Electronics is worth buying a 20% daily limit, and Jincai Internet, Huayang Lianzhong and Tianyu Digital Branch have won 4 consecutive boards; The concept of commercial aerospace has also shown some performance, with the daily limit of Huachangda, China Satellite and Seiko Technology.