The positive continues, and the index is short
Today's judgment] The index is about to come to 3000 points, the overall state of the market is still healthy, and it is not clear whether the index continues to be short, but before the big negative feedback comes out, it should still be able to get on the car, and do it until the negative feedback appears, so as not to go to the highest point in the end.
Major events] 1. Overnight external market: the Dow and S&P 500 hit new highs, the Nasdaq rose nearly 3%, and Nvidia rose more than 16%.
2. The major events of central enterprises The inclusion of market value management indicators in the performance appraisal of management is expected to be implemented in the near future!
Key Sector] Artificial Intelligence.
State-owned AI: Zhongnan Co., Ltd., Meiliyun, Senyuan Co., Ltd., Sunsea Intelligence, Tongniu Information, SDIC Intelligence, Saurer Technology, Zhongwei Electronics, Zhonggong Hi-Tech, Sinovatio, High-tech Development, Special Information, Yunsai Zhilian.
Private enterprise AI: Tongdahai, Xinju Network, Hengwei Technology, Tongxing Technology, Taiyong Long March, Yimikang, Zhongbei Communication.
Event: On February 19, the State-owned Assets Supervision and Administration Commission (SASAC) held a special promotion meeting on "AI empowering industry renewal" and enterprise artificial intelligence. 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. 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, and build a number of multi-modal and high-quality industries.
Investment Advice] Pay attention to the promotion of the field of artificial intelligence.
Risk Warning: (This recommendation is only used as an investment reference, and you shall operate at your own risk.) Investment consultant: Wang Zhihui, certificate number: A0690612110001).