Behind Rongji Software (002474.SZ)'s Five Consecutive Daily Limit-Ups: Contradiction Between AI Concept Hype and Performance Loss

Rongji Software (002474.SZ) recently had a five consecutive daily limit-up trend, becoming a focus stock in the market [1]. Despite the company’s net profit loss of 32.5519 million yuan in the first three quarters, it was still heavily speculated by hot money and institutions [1].

1. AI Concept Promotion
   : The AI application segment has performed prominently in the current market environment, and Rongji Software, as a related concept stock, has benefited [2].
2. Joint Capital Speculation
   : It has been on the Dragon and Tiger List multiple times, showing the active participation of hot money and institutions [3].
3. Sector Rotation
   : Against the background of overall market adjustment, the AI sector has become one of the safe-haven choices for funds [2].

The company’s performance in the first three quarters did not improve, but its stock price rose against the trend, reflecting the divergence between concept speculation and fundamentals [1].

Investors need to pay attention to the short-term nature of concept speculation and the long-term risks brought by performance losses [1][3].