Just now, suddenly straight up! A shares are welcoming again.

　　This afternoon, the big news came, the auto plate changed in the late session, and the leader went straight up and down!

　　On the whole, the market fluctuated and differentiated throughout the day, and the Shanghai Composite Index was strong. At the close, the Shanghai Composite Index rose 0.28% to 3,047.79 points, the Shenzhen Component Index fell 0.23% to 9,416.80 points, and the Growth Enterprise Market Index fell 0.06% to 1,833.66 points. The turnover of Shanghai and Shenzhen stock markets today was 1,067 billion yuan, 10.1 billion yuan more than the previous trading day. In terms of sectors, automobile, flying cars, banks, national defense and military industries were among the top gainers.

　　The whole vehicle concept strengthened in the late session.

　　Near the end, () straight up. At the close, Dongfeng Motor and Ankai Motor had daily limit, while (), () and other stocks followed.

　　In the news, the State-owned Assets Supervision and Administration Commission of the State Council said that the development of state-owned automobile enterprises in new energy vehicles is not fast enough, and it will adjust its policies to conduct a separate assessment of the new energy vehicle business of the three central automobile enterprises. It is reported that there are three automobile central enterprises directly supervised by SASAC, including FAW Group, Dongfeng Group and Changan Group.

　　Earlier, on March 2, the Shanghai Municipal Commission of Commerce announced a new round of subsidy policy for fuel vehicle trade-in and replacement policy for new energy vehicles. According to the policy, Shanghai will continue the 2023 standard, and the car purchase subsidy of up to 10,000 yuan will continue.

　　On March 3, Cui Dongshu, secretary-general of the Federation, issued a message through his personal WeChat WeChat official account, saying that in January 2024, global car sales reached 6.71 million; The number of new energy vehicles reached 1.06 million, of which China accounted for 66%.

　　AI concept stocks continue to be active.

　　On the disk, AI is still the current main line. "AI mobile phone" continues to occupy the first place in the sector today, followed by "AI PC".

　　In the news, on March 4th, Anthropic, an artificial intelligence company, launched Claude 3 series AI models and new chat bots, including three models: Opus, Sonnet and Haiku. The company said that this is the fastest and most powerful product they have developed so far. According to the company, Claude 3 Opus is the most powerful of the three models, and it excels in dealing with complex problems and logical reasoning, surpassing GPT-4 of OpenAI and Gemini Ultra of Google.

　　() indicates that the industry has entered the replacement cycle, and the PC industry has a cyclical inflection point. Looking forward to the future, technological innovation may become an important driving force for the growth of the PC market. Among them, AI PC is expected to further enhance the interactive experience and work efficiency through the localized deployment of AI capabilities, and optimistic about AI PC will become an important driving force for the next wave of PC market growth. With the release of chips and complete machine products, it is expected that 2024 will be the first year of AI PC, and PC sales are expected to rise in volume and price.

　　Computing stocks have also successfully "emerged", and the bull stocks in the sector have risen sharply in recent days, and their popularity has continued to gather.

　　() Today, the daily limit rose again, with 9 daily limit gains in 13 trading days, with a cumulative increase of 148.47%.

　　It is worth noting that AI will also usher in heavy catalysis in the near future.

　　The 2024 Global Developer Pioneer Conference (GDC) will be held in Shanghai from March 23rd to 24th. The conference will focus on the upstream and downstream industrial chains and application scenarios of large models, and prepare for the release of major application scenarios at the municipal level. The main content of national open source will land in Shanghai, and a number of large models, tool chains and intelligent hardware will be launched worldwide.

　　Analysts said that as the AI ? ? market continues, high-identification, large-capacity stocks have stepped out of the trend market, which is not only expected to start a benign rotation in the AI ? ? sector, but also plays a role in supporting and boosting the index as a whole to a certain extent. This round of AI market may still be expected to continue.

　　() The research report believes that in the future, the staged excess returns may come from the technology growth track that benefits from China’s industrial policy support and has a clear industrial trend. In the next 1-3 months, we will pay attention to the technology growth track that has a comparative advantage in the global AI industry chain division or conforms to the independent logic of the industry, including communications, semiconductors, computers, etc. High-end machinery not only benefits from the trend catalysis of humanoid robots, but also meets the needs of large-scale equipment renewal in China, and also has good configuration opportunities.

　　Bank shares strengthened in the afternoon.

　　Agricultural Bank of China rose more than 2%, and its share price reached a new high. Bank of China, China CITIC Bank and China Everbright Bank rose.

　　Since February, nearly 10 listed banks such as Ping An Bank, Bank of Ningbo and () have received questions from investors, most of which involve dividends and dividends. Many listed banks have released more positive return expectations to investors.

　　According to the research report of CICC, under the macro environment of low inflation and low interest rate, the investment value of medium and high dividend strategy usually rises, and the dividend yield of most bank stocks is above 5%, and the long-term return outperforms the market, which is a feasible choice for high dividend strategy.

　　Precious metal plate was among the top gainers.

　　Today, () rose more than 9%, () rose nearly 5%, (), () and so on.

　　The data shows that Comex April gold futures closed up 1.31% on Monday (March 4) to $2,123 per ounce, hitting an intraday high of $2,128.4. This is the first time in the history of COMEX gold futures contracts to close above $2,100.

　　At the same time, the spot gold price rose above $2,110 on Monday, not far from the high of more than $2,140 in December last year.

　　Citic Securities Research Report said that the US economic data went down more than expected, and the Fed’s interest rate cut expectation was consolidated again during the year. The renewed NYCB turmoil caused the market’s worries about the US banking industry and commercial real estate industry to intensify, and the domestic and foreign gold prices reached a new high.

　　() The research report believes that looking forward to the gold market in 2024, whether it is financial or safe-haven, is conducive to the rise of gold prices. The current valuation level is relatively reasonable, and it is optimistic that gold prices will hit a record high.

　　In addition, due to factors such as the continuous rise in gold prices and the continuous recovery of the consumer side, the performance of listed companies related to gold jewelry retail is particularly outstanding. According to industry insiders, gold jewelry has both the property of maintaining and increasing value and the property of pleasing oneself, and the demand for gold jewelry by young consumers has increased. In 2024, it is expected that the consumption of gold and jewelry will achieve steady growth.