**Overview: After the opening of the Shanghai Index, the yellow and white two lines were differentiated, the Beijing Stock Exchange 50 Index once rose more than 2%, state-owned assets cloud, computing power, liquid-cooled servers and other directions broke out across the board, and nearly 20 shares such as Tongniu Information were collectively sealed, ** rose more and fell less, more than 4,100 shares in the two cities were red, and the opening half hour turnover was 261.9 billion yuan.
On the news side, China Telecom has planned to build an intelligent computing cluster center in Shanghai that can support trillion-parameter large model training, and the new domestic computing power in a single pool reaches 10,000 cards, which is the first domestic ultra-large-scale computing power liquid-cooled cluster that supports a single pool of 10,000 cards. Stimulated by this news, the liquid-cooled server sector collectively rose in early trading.
In terms of indexes, the three major indexes continued to rise along the 5th**, with mixed gains. Shanghai and Shenzhen respectively**17%, Science and Technology Innovation Board**155%。SORA, liquid-cooled servers and other sectors are performing strongly, and it is recommended that fifty percent of the positions participate in the current **.
In terms of sectors, the banking and education sectors were among the top decliners, while SORA, liquid-cooled servers, satellite communications, semiconductors and other concept sectors rose sharply. The SORA sector has shown strong sustainability, and liquid-cooled servers have become the new main line of today's market under the stimulus of policy news, and have driven the overall strengthening of computing power, data security and other subdivisions. At the same time, satellite communications, semiconductors, film and television media and other sectors performed well. The above directions are over-falling and strong, and the layout can be considered.
Operation strategy: It is recommended to lay out the current market with 50% of the position. Focusing on the main line of SORA, we will actively lay out the core leaders and their derivative subdivisions, such as computing power, film and television media, and other strong stocks. At the same time, we can pay attention to the opportunities for the low-level layout of strong stocks in the direction of liquid-cooled servers, advanced medicines, semiconductors, satellite communications, etc. Popular themes are superimposed with super-falling attributes, and they can be taken at a glance.