Financial Investment News commentator Liu KeIn 2023, A-shares** will remain weak, from a high of 3,418 points in April to a level of 2,900 points by the end of the year. From the perspective of profit and loss, many investors' accounts will shrink in 2023, and the losses will either be similar to the index or larger than the index decline. Although the *** will fall in 2023, the local *** will still emerge in endlessly, such as the computing hardware sector in the first half of the year, with an increase of 3 to 5 times** abound. In the context of AIGC sweeping the world, domestic big data computing power companies are certainly not willing to be lonely, whether it is with overseas technology giants to connect with direct supply, or with the global AIGC industry resonance development, it is a sunrise industry with a high degree of prosperity. It is precisely because of such an industry background that capital will be enthusiastic about computing hardware. Following this logic, even if you don't go to the operation of the index in 2024, only from the perspective of industry prosperity and future development prospects, the new quality productivity in 2024 is expected to take over the baton of the computing power sector in 2023, redefining the miracle of the birth of a big local bull market. The "new" in the new quality productivity refers to new technologies, new models, new industries, new fields, and new kinetic energyThe "quality" in the new quality productivity refers to the material, quality, essence, and quality. The new quality productivity is different from the traditional productivity, involving new fields and high technology content, and relying on innovation drive is the key. The new quality productivity represents a kind of leap in productivity, and it is a productive force in which scientific and technological innovation plays a leading role. The proposal of new quality productivity not only means that China's economic restructuring will promote industrial innovation with scientific and technological innovation, but also embodies the new concept of building new competitive advantages and winning the initiative for future development through industrial upgrading, and is also the driving force to support the innovation and development of strategic emerging industries and future industries, and is the key force to promote the construction of a modern industrial system. So, what are the specific first-mover industries where the new quality productivity will be embodied?Due to their "new" characteristics, these first-mover industries are certainly related to strategic emerging industries, in addition, they must be combined with industrial development planning and the pace of global scientific and technological progress. The National Conference on Industry and Informatization held at the end of the year has pointed out the direction in accelerating the cultivation of emerging industries, and intelligent networked vehicles, large-scale applications of Beidou, humanoid robots, and quantum information have been highlighted. In addition, the National Development and Reform Commission, the National Data Administration, the Cyberspace Administration of China, the Ministry of Industry and Information Technology and the National Energy Administration jointly issued a document saying that the construction of a national integrated computing power network will be accelerated, and by the end of 2025, the comprehensive computing infrastructure system will take shape, and the new computing power in the national hub node area will account for more than 60% of the new computing power in the country, and the utilization rate of computing resources in the national hub node will significantly exceed the national average. According to past experience, all new things, especially those that are related to science and technology and cutting-edge technology, will be speculated by the capital market. Therefore, judging from this logic, there will be potential opportunities for which sectors in the new quality productivity have not been hyped. From the current point of view, the large-scale application of Beidou, which has a huge space for industrial development, the humanoid robot that is synchronized with the development of global science and technology, and the computing power network of the future digital economy base, these three major sectors are expected to become candidate sectors for the capital market to speculate on new quality productivity in 2024, which is worthy of investors' attention.
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