Today's A-share ushered in the first trading day after the Spring Festival of the Year of the Dragon, driven by the holiday, the peripheral market almost rose, among which Nvidia hit a new high, driving today's disk AI direction to set off a rising tide. The three major stock indexes collectively closed up throughout the day, and A-shares ushered in a good start on the first trading day after the holiday, of which the Shanghai Composite Index rose all day, recovering 2900, an increase of more than 15%。On the disk, AI, computing engineering, artificial intelligence, optical communication, 5G, etc. are among the top gainers. **In terms of new energy, healthy China, medicine and biology were among the top decliners. Overall, there are more rises and falls, and there are more than 4,200 stocks in the whole market, and more than 200 stocks have a daily limit. The turnover of the Shanghai and Shenzhen stock markets today was 957.2 billion, a decrease of 60.2 billion from the previous trading day.
[Hot Funds]:Northbound funds sold a net of 63 throughout the day7.5 billion, of which the Shanghai Stock Connect is net **17.8 billion yuan, and the net selling of Shenzhen Stock Connect was 655.3 billion yuan.
[Technical Analysis]:From a technical point of view, the Shanghai Composite Index continued to be the trend before the Spring Festival, and today it opened higher and went higher under the influence of the overall market sentiment. Judging from the time-sharing trend, the trend was relatively strong in the morning, fell slightly at the end of the morning, and continued to climb in the afternoon to close at the highest point of the day. From the perspective of the system, the Shanghai Index has driven the short and medium term to turn upward, and the stock index is approaching 60 as it continues to attack today. Then, tomorrow is the fifth consecutive day in the time period and is in the time window, and it is necessary to pay attention to the high and fall under the pressure of **.
From the perspective of plate rotation, today's AI, 5G, optical communications, technology, semiconductors and other directions are strong as a whole, mainly driven by the release of peripheral Nvidia and related AI**. In addition, the value leader, high-dividend stocks performed more strongly, effectively driving the index**. It should be noted that in the direction of AI without first-hand chips, it is necessary to pay attention to the differentiation after the transition consistency, and the more stable opportunities may still continue with the background of state-owned assets and high interest rates**, which may be an important opportunity in the market outlook.
With a series of positive increases during the holiday, A-shares** may continue, especially the theme and weight** form an effective resonance, then the opportunities for the market outlook will continue to increase. You can make a dip layout around the weight and theme stocks.
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**There are risks, and investment needs to be cautious!