Yesterday, CNOOC rose 732%, and the stock price hit another all-time high. This morning, the four "giants" of Yangtze River Power, Agricultural Bank of China, Huaneng Power and Shaanxi Coal Industry also hit a record high in intraday stock prices.
AI** mainly focuses on the hardware side in the morningAI mobile phones, AI PCs, optical modules and other sectors**, Cambrian, Zhongji Innolight, Industrial Fortune and other large-capitalization leading stocks rose sharply, and the share price of Zhongji InnoLight hit a record high. In addition, Dahua shares and Changdian Technology have a daily limit.
It is worth noting thatThis morning, the ** low-altitude economy and flying car sectors rose sharply.
In the morning, the trading volume of many CSI 300 ETFs suddenly increased. Among them, the trading volume of Huatai Pineapple CSI 300 ETF and E Fund CSI 300 ETF reached 55300 million yuan, 54400 million yuan.
As of the morning, the Shanghai Composite Index was 026%, SZSE Component Index**005%, GEM refers to **042%。
**Sector strengthenedThis morning, **plate continues**, Zijin Mining**26%, intraday stock prices are approaching all-time highs. The topic of "gold prices have risen" rushed to the second place in the hot search
In terms of news, recently, international and domestic gold prices have continued to rise, setting a new historical record. **According to the report, according to a number of jewelry industry insiders in Hangzhou, on March 4, the gold price of domestic pure gold jewelry of ** jewelry brands such as Chow Tai Fook, Luk Fook Jewelry, Chao Hongji, and Chow Sang Sang Sang exceeded 636 yuan, reaching a historical high. Tianfeng ** said that looking forward to the ** market in 2024, whether it is financial attributes or hedging attributes, it is conducive to gold prices**, and the current valuation level is relatively reasonable, and it is optimistic that gold prices will hit a record high. Banking Sector**This morning, the banking sector was active, with Qilu Bank and Bank of Jiangsu leading the gainers. 
Currently, there are two main drivers for the banking sector. First, in the context of policy expectations to drive the improvement of economic expectations, banks, as a pro-cyclical sector, are expected to usher in beta**. Dongxing** said that under the influence of the adjustment of the existing mortgage interest rate, the narrowing of the industry's interest rate spread in the fourth quarter of 2023 was in line with expectations. Looking forward to 2024, from the perspective of sustainable development, the pressure on the industry's interest rate spreads to narrow or gradually narrow. Under the increase in policies to boost the real economy, it is expected that the scale of the follow-up industry and interest rate spreads will enter a steady state from the downward channel. Under the bottom line of no systemic risk, the asset quality of the industry is expected to remain stable as a whole, and the stable operation of the banking industry is expected. Second, the high dividend characteristics of the banking sector are more certain. The low-altitude economy and flying car sectors explodedThis morning, the low-altitude economy and flying car sectors rose sharply, Jindun shares, Lihang Technology and other ** top gainers. 
On February 28, at a press conference held by the National Press Office, Han Jun, deputy director of the Civil Aviation Administration of China, introduced that according to the calculations of some research units, the scale of China's low-altitude economy will exceed 500 billion yuan in 2023 and is expected to reach 2 trillion yuan in 2030. As a strategic emerging industry, the low-altitude economic industry chain is long, covering aircraft R&D and manufacturing, low-altitude flight infrastructure construction and operation, flight service support and other industries, including not only the traditional general aviation format, but also the integration of low-altitude production and service methods supported by UAVs, with rich application scenarios. At present, flying cars are becoming a new hot spot for the low-altitude economy. Guosheng** said that from the perspective of the development of application scenarios in the entire industry, the application of unmanned EVTOL (electric vertical take-off and landing aircraft) products has reached an inflection point from 0 to 1. At the same time, China's complete industrial chain provides a relatively good environment for the research and development of eVTOL. In recent years, China's relevant departments have issued a number of policies for urban air mobility. In October 2023, the Ministry of Industry and Information Technology and other four departments jointly issued the "Green Aviation Manufacturing Industry Development Outline (2023-2035)", proposing a clear time plan for eVTOL and flying cars: by 2025, electric general aviation aircraft will be put into commercial application, and eVTOL will achieve pilot operation; By 2035, a green aviation manufacturing system with integrity, advancement and safety will be built, and new energy aircraft will become the mainstream of development. From January 1, 2024, the "Interim Regulations on the Management of Unmanned Aircraft Flight" will be officially implemented, regulating the flight of unmanned aircraft and related activities. Editor: Jiao Yuanyuan Proofreader: Zhang Jing Producer: Li Ruoyu Signed: Peng Yong.