[Yesterday’s Market Review] On September 23, the market fell back throughout the day on the last trading day. The Science and Technology Innovation 50 Index, which once rose by more than 3% in early trading, fell back and turned green in the afternoon. The turnover of Shanghai and Shenzhen stock markets was 2.14 trillion, which was 104 billion higher than the previous trading day. 1) Meta’s Muse AI agent quickly topped Apple’s free app rankings after its launch at the beginning of this month, stimulating Meta’s stock price to surge by 11% overnight. Previously, on September 15, TypeSafe AI officially released its first System One model Jev, which quickly became popular among Silicon Valley AI developers. Since this month, the AI ​​application side has been "exploding" frequently, stimulating the strength of related concept stocks throughout the day. Nanwei Software and Yanhua Intelligent have achieved consecutive promotions. Popular traditional stocks in the sectors such as Nanxing Co., Ltd., Xinju Network, and Gravity Media have all reached their daily limit. Guangyun Technology once closed the daily limit of 20 centimeters during the day. 2) With the popularity of Meta’s new AI agent Muse, the market has shifted its focus on the hardware side to changes in the computing power structure after the large-scale application of the agent. Stimulated by the market's expectations for a surge in server CPU usage in the future, the concept of CPU surged sharply in early trading. Variety Show and Hesheng New Materials closed the daily limit for the whole day. However, as the Great Wall of China once again exploded downward in the afternoon and began to diverge, dragging down the entire domestic computing power chain to narrow the gains. 3) Moderna, a major U.S. vaccine concept stock, announced that three research summaries of intismeran autogene, an ongoing personalized mRNA neoantigen therapy jointly developed by the company and Merck, have been accepted for presentation at the 2026 European Society for Medical Oncology (ESMO) Congress in Madrid from October 23 to 27. This stimulated the stock to close up 12% overnight, and once exceeded the high on August 19 during the session. Innovative drugs and CXO-related industry chains have continued to gain momentum recently. Low-priced 20-centimeter stocks Huaren Pharmaceuticals recorded two consecutive gains, Yiqiao Shenzhou and Novozymes hit the 20-centimeter daily limit, and Nearshore Protein and Biopsis hit record highs within the day. Recently, the real estate industry has received multiple favorable policies and fundamentals. The Ministry of Housing and Urban-Rural Development has previously proposed that urban renewal will be vigorously implemented during the "15th Five-Year Plan" period. The next step will be to support housing provident funds for renting, purchasing, repairing and maintaining houses. In terms of new home transactions, according to statistics from relevant agencies, in the first half of September, the number of new home transactions in first-tier cities increased by about 20% year-on-year. In Shanghai, 2,000 units were sold in the first week of September, a year-on-year increase of 50%. The real estate sector, which had continued to rebound in the past, bottomed out and rebounded throughout the day. I Love My Home, Huayuan Holdings, and Huali Family achieved two consecutive upgrades. Vanke A, which had closed at the daily limit for two consecutive days, once shot up by more than 6% in the afternoon.