After 8 consecutive days, this morning, A-shares diverged. As of the morning, the Shanghai Composite Index was 058%, SZSE Component Index**021%, GEM refers to **016%。The market is large, the theme is active, and there is only 1 ST stock in the nearly 4,000 ***. Education, industrial machine tools, robots, home appliances, automobile industry chain and other sectors**. High-dividend assets**, banking, coal, power and other sectors**. 
Kelai Electromechanical rose to the limit, ushered in 12 consecutive boards, rewrote the 11 consecutive board record set by Shenzhen China A from January 9 to 23 this year, and became the new even board king of A-shares so far this year. 
For the market outlook, the market currently has two consensuses: First, after the Shanghai Composite Index regains 3,000 points, the volatility at the trading level may increase. Second, the current A-share market is still in the spring window. Haitong ** said that compared with the time and space of the first wave of the four market bottoms in 2005, 2008, 2015 and 2019, there is still a certain gap at present. Policy expectations have stimulated a number of sectorsA few days ago, the ** Financial and Economic Committee held its fourth meeting to study issues such as large-scale equipment renewal and trade-in of consumer goods to effectively reduce the logistics cost of the whole society. The meeting stressed that the implementation of large-scale equipment renewal and trade-in of consumer goods will effectively promote investment and consumption, which will benefit both the present and the long-term. It is necessary to do a good job in policy combination, promote the continuous increase in the proportion of advanced production capacity, and more high-quality durable consumer goods into people's lives. GF** said that one of the goals of large-scale equipment renewal is to eliminate backward production capacity, so downstream industries with insufficient long-term fixed asset expenditure are expected to become the initial beneficiaries of the policy. In addition, most of the downstream industries of general equipment are relatively mature, such as machine tools and injection molding machines, and the huge stock market has entered the replacement cycle. The drive for the modernization of such equipment depends on the product life on the one hand, and on the other hand, on the policy preferences. Overall, the demand for equipment substitution in various domestic industries is huge, and if the follow-up support policies follow up, the demand elasticity is expected to exceed expectations. This morning, industrial machine tools, general equipment, intelligent logistics, home appliances, automobiles and other sectors were active. The concept of robots has set off a tide of ups and downsThis morning, the concept of robots rose sharply, and the flush data showed that nearly 40 ** stocks in the sector had a daily limit, including a 20% daily limit for many shares such as Zhongya shares, Zhongwei Electronics, and Mahe shares. 
The catalyst has the following aspects: First, recently, Tesla CEO Elon Musk re-issued a robot**, with the text "Optimus Strolling Around the Lab". Compared with the previous time, the walking speed and stability of the robot in this time have been significantly improved, and the "turning" ability has been demonstrated for the first time, which is very flexible and natural. Second, ** reported that Amazon founder Bezos, Nvidia and other large technology companies are competing to invest in humanoid robot startup Figure AI, actively exploring new opportunities to implement "humanoid robots" as AI technology. Figure AI has previously received support from OpenAI and Microsoft. Third, NVIDIA announced that it will host the GTC 2024 conference at the San Jose Convention Center from March 18-21. NVIDIA CEO Jensen Huang will unveil the latest breakthroughs in accelerated computing, generative AI, and robotics. Tech giants such as OpenAI, Microsoft, Meta, and Google Deepmind will send representatives to the conference. In addition, on February 22, UBTECH showed its humanoid robot Walkers latest in its official WeChat** account, and Zhongwalker S participated in the quality inspection of door locks, lamp cover inspections, seat belt inspections, and car labels in the NIO factory. Everbright** said that firstly, humanoid robots will enter factories to replace some repetitive jobs, especially the long-tail jobs that are not capable of being performed by current industrial robots, which is of great significance to solve the increase in labor costs and maintain the competitiveness of the manufacturing industry. Secondly, factory training is an important step for humanoid robots to develop effective solutions for industrial environments. Humanoid robots enter the factory, and in continuous exploration and cooperation, find solutions corresponding to the real environment, which helps humanoid robots to be mature and positioned, and accelerate the landing. For the market outlook of the plate, CITIC ** said that the progress of industrial development will be greatly accelerated with the blessing of AI, and the plate ** is in the initial stage, and 2024 will be a year of rapid development of humanoid robots. (*** in the text from a straight flush).
Editor: Zhang Nan Wang Yin Proofreader: Zhang Jing Signed: Wen Zhaolin