Good news for the opening of the market! At the beginning of the Year of the Dragon, the A** field ushered in a good start, and the three major stock indexes rose together. On February 19, the Shanghai Composite Index **156% to close at 291054 points, successfully breaking through the 2900 point mark; SZSE Component Index**093% at 890233 points; GEM refers to **113% to close at 174642 points. There are more than 4,200 stocks in the two cities, of which 1,575 have risen by more than 5%, the market turnover has reached 957.2 billion yuan, and the net outflow of northbound funds has reached 637.5 billion yuan.
In the field of AI technology, the ** generative model SORA launched by OpenAI has attracted widespread attention in the market, which has promoted the significant growth of AIGC and multimodal AI concept stocks. In terms of Chinese **, Yidian World, Wanxing Technology, Danghong Technology, Guomai Culture and many other ** have increased significantly. At the same time, high-dividend assets also performed well, led by the coal, oil and power sectors, with CNOOC, Lu'an Environmental Energy, Shaanxi Coal, SDIC Power, Huaneng Hydropower and other companies all hitting record highs, and China Shenhua's share price also refreshed its highest record since February 2008.
The release of the SORA model not only enhances the popularity of AI multimodal technology, but also indicates a new trend in digital content production and interaction. Huaxin believes that this will bring new development opportunities for the visual industry, from text, 3D generation to animation, movies, dramas and other fields, is expected to promote the prosperity of the content consumption market. Google's next-generation multimodal model, Gemini Pro15 also demonstrated strong processing power, with the ability to handle complex contexts reaching 1 million tokens.
In terms of hardware demand, with the advancement of multimodal technology, the demand for AI computing power will continue to grow. CITIC** believes that multimodality and cost reduction will be the two core directions of AI algorithm development this year. In addition, the strength of high-dividend assets has broken the traditional seesaw effect between growth styles and high-dividend assets, showing the market's preference for these assets.
Yang Delong, chief economist of Qianhai Open Source, is optimistic about the market performance in the Year of the Dragon, believing that the capital market is expected to reverse the trend of last year and get out of the structural bull market. He advises investors to seize the opportunity to take advantage of the dip and place high-quality ** or **. Fan Jituo, chief analyst of Cinda** strategy, believes that the market may have a rapid reversal after experiencing the liquidity shock of the two financial institutions. Guotai Junan's analysis pointed out that the market will enter a window period of policy, data and performance, and investor sentiment is expected to improve, but the emergence of offensive opportunities from the bottom of the market may not coincide quickly, and the short-term market will still be dominated by **. In terms of allocation strategy, it is recommended that investors pay attention to low-risk and stable sectors, while taking into account growth-themed investments.