China ** Daily reporter Li Zhixin's week has begun! Let's take a look at the market situation and information in the morning. Today's three major A-share indexes were mixed, as of noon**, the Shanghai Composite Index rose 022%, the Shenzhen Component Index fell 003%, the GEM index rose 064%。
In terms of sectors, HBM concept stocks strengthened, CPO, AI computing power, liquid-cooled servers, etc. have risen, energy stocks have performed strongly, and the pharmaceutical sector has performed actively; and real estate, new urbanization, new energy vehicles, etc. 
In terms of Hong Kong stocks, the three major indexes were adjusted, and "WuXi System" rose one after another, Lenovo Group rose 8%, while most of the Hong Kong auto stocks fell, and Li Auto fell more than 11%. 
HBM concept stocks strengthenedHBM concept stocks strengthened, Huahai Chengke rose more than 13%, and Hongchang Electronics and Tongfu Microelectronics pulled up the sealing board. 
The AI computing power sector continued to strengthen, with Tongfu Microelectronics, Invic, Jialitu, Accelink and other daily limits. 
The Industrial Fortune Federation hit the daily limit intraday, with a turnover of 43700 million yuan, with a total market value of 433.8 billion yuan. 
On the news side, storage power has become the core bottleneck of AI chip performance upgrades, and AI has driven strong growth in HBM demand. Tianfeng** said that with the continuous iteration of generative AI and its wide application in life in the future, the computing power industry chain led by NVIDIA is expected to rise in volume and price, which in turn will drive the expansion of advanced processes. It is expected that 2024 may be a big year for HBM expansion, and the demand for HBM and advanced packaging materials is expected to continue to grow, and the opportunities in the industrial chain are worth paying attention to. The pharmaceutical sector rose rapidlyThe biomedical sector rose rapidly in early trading, with Jingfeng Pharmaceutical, Hanshang Group, Lvkang Biochemical, etc. 
The CRO sector strengthened, WuXi AppTec once hit the daily limit, and Pharmaron, Sirnaomics and Nuotai Biotech were among the top gainers. 
In addition, Hong Kong stocks have risen one after another, with WuXi AppTec and WuXi Biologics rising more than 11% and WuXi XDC rising more than 20%. 
On the news side, the Shenzhen Stock Exchange and the Shanghai Stock Exchange respectively announced that WuXi XDC will be transferred to the list of Hong Kong Stock Connect targets under Shenzhen-Hong Kong Stock Connect and the list of Hong Kong Stock Connect targets under Shanghai-Hong Kong Stock Connect, effective from March 4, 2024. "Three barrels of oil" ** strengthenedCNOOC hit another record highThe "three barrels of oil" ** strengthened, CNOOC rose more than 6%, and its share price hit a record high, with a total market value of 755.1 billion yuan, and PetroChina and Sinopec rose more than 2%.
On the one hand, the tense trend in the Red Sea region continues, transportation costs have risen, and the market is worried that the situation may intensify or trigger a crisisOn the other hand, compliance with the OPEC+ production cut agreement has strengthened, with OPEC exports falling by about 900,000 barrels per day in February, and the market is focused on whether OPEC+ will extend the previous voluntary production cut policy in the near future. Editor: Captain.
Review: Muyu.