3800多只个股收红 沪指三连涨

Market Overview - A-shares experienced a collective rise with the Shanghai Composite Index recording a three-day increase, closing at 3352.00 points, up 0.28% [1] - The Shenzhen Component Index and the ChiNext Index recorded four consecutive days of gains, closing at 10197.66 points, up 0.93%, and 2029.45 points, up 1.65%, respectively [1] - The total market turnover was 132.18 billion yuan, a decrease of 18.33 billion yuan from the previous trading day [1] - Over 3800 stocks in the market rose, with the aerospace and military industry continuing its strong performance [1] AI Hardware Sector - The AI hardware sector saw a significant rebound, with stocks like New Yisheng and Zhongji Xuchuang both rising over 10% [2] - The demand for computing power has experienced a leap in growth over the past two years, with a current short-term supply shortage [2] - The optical module industry, as a foundational component for computing clusters, is expected to have high growth potential [2] - Recommendations include focusing on stocks with strong earnings growth in 2024 and 2025, quality dividend assets in telecom operators, and military communication and submarine cable sectors that may see performance recovery [2] Cross-Border E-commerce - Cross-border e-commerce stocks surged due to favorable news, with companies like Jiuzhi Co. and Huafang Co. seeing significant gains [3] - The total import and export volume of China's cross-border e-commerce is projected to reach 2.63 trillion yuan in 2024, reflecting a year-on-year growth of 10.8% [3] - Key opportunities in the cross-border e-commerce sector include service providers, logistics companies with overseas warehouse resources, and high-growth category suppliers [3] Technology Sector Outlook - The technology sector is viewed as a potential short-term focus for industry allocation, driven by supportive policies and liquidity [4] - Recent financial policies emphasize support for technological innovation, which is expected to enhance the performance of the technology sector [4] - The market is anticipated to become more active, with structural opportunities emerging in technology, consumption, and certain cyclical sectors [4]