On February 22, the market opened low all day and then went higher, and the Shanghai Composite Index recorded 7 consecutive yang** approaching 3,000 points. As of **, the Shanghai Composite Index rose 127%, the Shenzhen Component Index rose 076%, the GEM index rose 031%。
In terms of sectors, state-owned assets cloud, liquid-cooled servers, computing power leasing, coal and other sectors were among the top gainers, and only a few sectors such as fentanyl were among the top gainers.
Overall, there are more than 4,500 stocks in the whole market, and the turnover of the Shanghai and Shenzhen markets today is 822.4 billion, a decrease of 157.8 billion from the previous trading day.
Northbound funds were net **36 throughout the day900 million, of which 255.1 billion yuan, Shenzhen Stock Connect net **113.8 billion yuan.
As of today**, the Shanghai Composite Index has recorded 7 consecutive positives, which constitutes a deep V with the previous 7 consecutive negative days**, and the gains have completed the reversal.
At the same time, there are also indices such as Wind All A, which reflect the overall performance of A-shares.
It can be said that strong ** has become the same feeling of A-share investors recently.
In yesterday's push, we mentioned that 7 consecutive yangs is the upper limit of the Shanghai Composite Index in recent years. At present, the feeling of "the end of the strong crossbow" is still not obviousAs long as the intraday adjustment is maintained and the upward trend is continued, the index is expected to refresh the record.
The strength of the index, which is essentially the strength of the sector, also reflects the recovery of investor confidence and sentiment.
Today we will take a brief inventory of the three "strong" in the current market.
The first type of strength is the strength of the increase, and also **favoriteLong legs, even the boardStrong.
Today, AI ushered in the first class, and liquid-cooled servers, computing power, SORA concept, virtual digital humans and other sectors rose sharply.
As a new sector that only came out this week, the SORA concept, which has attracted much attention, has recorded a 40% increase in 4 trading days. Most of the top gainers this week also come from this sector, or the multimodal AI concept that is strongly related to it.
The second type of strength is the strength of the trend
The difference from the first type is that it is more important to focus on the overall trend and resilience in the face of correction.
For example, the entire AI sector. Taking the Straight Flush Index as an example, the artificial intelligence (885728) containing 563 constituent stocks has grown by 23% in 7 trading days
Such a large plate is naturally not easy to fluctuate like the SORA concept, and the single-day climax will also consume more energy. Therefore, the strengthening of the trend is more reflective of the overall improvement in the atmosphere.
On the message side,AI is stronger today, catalyzed in three ways:
First of all, after the market on February 21, local time, Nvidia, the vane of global AI, announced a financial report that exceeded expectations, and its stock price rose sharply after hours.
Second, according to last night, the State-owned Assets Supervision and Administration Commission (SASAC) held a special promotion meeting on "AI empowering industry renewal" on February 19. The meeting emphasized that enterprises should put the development of artificial intelligence in the overall work of overall planning, further promote industrial renewal, and accelerate the layout and development of intelligent industries. It is necessary to consolidate the basic foundation for development, concentrate the main resources on the most needed and advantageous areas, accelerate the construction of a number of intelligent computing centers, further deepen open cooperation, and better play the role of cross-central enterprise collaborative innovation platform. Carry out AI+ special actions, strengthen demand traction, accelerate the empowerment of key industries, build a number of industrial multi-modal high-quality datasets, and create a large model from infrastructure, algorithm tools, intelligent platforms to solutions to empower the industrial ecology.
Third, according to the first report, China Telecom Shanghai has lit up the "large-scale computing cluster and artificial intelligence public computing service platform" in Shanghai, it is understood that this will be the largest carrier-level intelligent computing center in the country, with a computing cluster scale of 15,000 cards, using independent innovation AI chips, and all using liquid cooling and heat dissipation solutions, which is currently the largest and highest single-pool training capacity of domestic liquid-cooled intelligent computing center. It can provide one-stop services for artificial intelligence enterprises in Shanghai, reduce the threshold and cost of computing power use, and improve the accessibility and utilization efficiency of computing resources.
In addition to specific sectors, we can also grasp the rhythm of the market through the movement of the core index.
For example, in the past five trading days, the CSI 2000, BSE 50 and CSI 1000 indices have risen significantly higher than the CSI 500 and CSI 300.
This generally shows that as the market sentiment warms, the small and micro cap stocks that were over-sold in the early stage have received financial attention.
The third type of strength isThe strength of the heavyweights
This week, the major indices briefly turned green and turned stronger, in fact, they are inseparable from their support.
China** reported that YYDS now refers to the 7 "Big Macs" of A-shares:
Yinhang Bank (Agricultural Bank of China, Bank of China).
YunyingShang Operator (China Mobile).
Dianli Power (Yangtze River Power, Huaneng Hydropower).
Shiyoumeitan Petroleum Coal (Shaanxi Coal, CNOOC).
Today, the intraday share prices of Shaanxi Coal Industry and China Mobile hit a record high. Hong Kong stock China National Offshore Oil hit an all-time high intraday. China Telecom, China Unicom, China Petroleum, China Petrochemical, China Shenhua, etc.
I'm sure you can see that this is not what has been mentioned recentlyHigh-dividend assetsIs it?
Don't look at the short-term increase is not as good as AI concepts such as SORA, this kind of "stable happiness" can hit new highs repeatedly, which is the reassurance that all parties dare to continue to charge.
As the **continues, the cumulative ** sector this year has one more than this Tuesday - the Chinese word prefix**.
If 7 consecutive yang is not the end, or the trend does not change, there are two sectors that are most likely to take the lead in "turning losses into profits":Securities holdingswith
In the past two days, the "bull market flag-bearer" sector has been faintly moving, and it is worth looking forward to whether it will drive the strengthening of A-shares.
Institutional analysis believes that under the positive factors such as the active repurchase of listed companies, the return of northbound funds, and the rebound in market turnover brought about by institutional capital injection, market liquidity may be significantly improved, and the brokerage sector has a high elasticity opportunity in the reversal stage of the market bottom, and at the same time, the brokerage industry is expected to usher in a positive resonance under the support of long-term policies.
Investments are risky, and independent judgment is importantThis article is for reference only and does not constitute a basis for trading, and you enter the market at your own risk. Cover *** Software screenshot every reporter Zhao Yun every editor Xiao Ruidong
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