周五算力全线爆发，科创50涨8%，还能追吗？

Market Overview - The market continues to reach new highs, driven by significant gains in AI hardware and chips, with the Sci-Tech 50 index rising over 8% in a single day [1][2] - The total trading volume exceeded 2.55 trillion yuan, indicating a notable influx of capital into the market [1][2] - The market is currently characterized by emotional exuberance, leading to increased volatility among sectors, with both upside and downside risks present [1][2] Sector Performance - The semiconductor, CPO, securities, and computing sectors saw substantial gains, while gas, steel, banking, and dairy sectors experienced declines [1][2] - Over 2,800 stocks rose in value, reflecting a broad-based rally in the market [1] Policy and Regulatory Developments - The National Development and Reform Commission, the State Administration for Market Regulation, and the National Internet Information Office are soliciting public opinions on the "Internet Platform Pricing Behavior Rules" [5] - The China Securities Regulatory Commission has released the "Securities Company Classification Evaluation Regulations," aimed at promoting high-quality development and protecting small investors [5] Corporate News - Intel announced an agreement with the U.S. federal government for an investment of $8.9 billion in Intel's common stock, making the government the largest single investor in the company [5] - The Chinese Ministry of Industry and Information Technology reported that the computing power industry is entering a new phase of high-quality, large-scale development, with significant increases in computing center standards and efficiency [5] Economic Indicators - The People's Bank of China has continued to inject liquidity into the market, with a net MLF injection of 300 billion yuan, marking the sixth consecutive month of increased MLF operations [6] - The U.S. stock market indices closed higher, with the Dow Jones Industrial Average reaching a new high, indicating a positive sentiment in global markets [1][2]