At today's morning meeting of brokers, CITIC** said that the artificial intelligence industry is in a stage of rapid development, and the application of basic large models is rapidly iterating; Huatai believes that it is optimistic that the technological revolution will drive the expansion of the domestic corn seed industry; China Securities Construction Investment said that the market style has reshifted to ** and value.
Finance Associated Press, February 8, yesterday the market continued to rise, the Shenzhen Component Index led the rise, and the heavyweight stocks were relatively strong. The turnover of the Shanghai and Shenzhen stock markets was 1,021.9 billion, an increase of 95.6 billion from the previous trading day, and the turnover returned to one trillion. As of **, the Shanghai Composite Index rose 144%, the Shenzhen Component Index rose 293%, the GEM index rose 237%。Northbound funds were net **16 throughout the day8.4 billion. U.S. stocks opened higher, the three major indexes collectively closed higher, and the Nasdaq rose 095%, the S&P 500 rose 082%, the Dow rose 04%。
China Securities Construction Investment: The market style has re-shifted to ** and value.
China Securities Construction Investment said that since September, some hot spots have emerged in the growth field, and Huawei's concept, automotive sector, and biomedicine have been repeatedly active, driving the market style to shift to small-cap growth. After entering December, as the market was temporarily in a state of low confidence, funds were tightly balanced, and small-cap stocks made up for losses, and the market style re-shifted to ** and value.
CITIC**: The artificial intelligence industry is in a stage of rapid development, and the application of basic large models is rapidly iterating.
According to CITIC**, the artificial intelligence industry is in a stage of rapid development, and the capabilities of basic large models and their applications continue to iterate rapidly. OpenAI leads the global AI industry, and its technological development and commercialization process deserve continuous attention. We expect that computing power will continue to be the main line of investment in 2024, and it is recommended to focus on 5 major directions: 1) 1. The overall computing power growth of the industry. 2) 2 Iteration of network technology. 3) 3AI edge deployment. 4) 4 domestic computing power chips. 5) 5 Advanced packaging.
Huatai**: optimistic about the technological revolution to drive the expansion of the domestic corn seed industry.
Huatai ** believes that in 2023, the total net profit attributable to the parent company of the three seed enterprises in the seed sector, Longping Hi-Tech, Quanyin Hi-Tech and Dunhuang Seed Industry, is expected to turn around year-on-year, and the fourth quarter may achieve a four-digit year-on-year increase. On the one hand, in 2023, the seed industry will boom driven by high grain prices, and the leading companies will help the growth of seed sales through variety optimization and market development, and the company's revenue will increase. On the other hand, the consolidated 6 related capital operations have increased the results of related companies in 2023 and the fourth quarter of 2023. Considering that 2024 may be the first year of commercialization of 7 genetically modified corn, it is expected that the follow-up seed production can be expected. We are optimistic about the expansion of the domestic corn seed industry driven by the technological revolution.