博时市场点评9月24日：两市震荡上涨，创业板涨2.28%

Market Overview - The three major indices in the A-share market rose, with the ChiNext Index increasing by over 2.2%, led by gains in the electric equipment and electronics sectors [1] - The total trading volume decreased to 2.3 trillion yuan, indicating a cautious sentiment among investors ahead of the holiday [1] Economic Indicators - The National Energy Administration reported that the total electricity consumption in August reached 10,154 billion kWh, a year-on-year increase of 5% [2] - Manufacturing electricity consumption grew by 5.5% year-on-year, marking the highest growth rate this year, with high-tech and equipment manufacturing electricity consumption increasing by 9.1% [2] - The continuous monthly electricity consumption exceeding 10 trillion kWh reflects robust industrial production and economic momentum, particularly in high-tech sectors [2] Policy Developments - The Ministry of Industry and Information Technology is preparing a development plan for the intelligent connected new energy vehicle industry, emphasizing the integration of AI in transportation [3] - The upcoming implementation of the "Artificial Intelligence + Transportation" policy is expected to enhance transportation efficiency and safety, fostering new business models in smart logistics [3] Corporate Investments - Alibaba Group's CEO announced plans to invest 380 billion yuan in cloud computing and AI infrastructure over the next three years, with potential additional investments to prepare for the arrival of Artificial Superintelligence (ASI) [3] - The anticipated tenfold increase in energy consumption for Alibaba Cloud's global data centers by 2032 indicates a significant growth in computing power requirements [3] Stock Market Performance - On September 24, the Shanghai Composite Index closed at 3,853.64 points, up 0.83%, while the Shenzhen Component Index rose by 1.80% to 13,356.14 points [4] - The majority of stocks saw gains, with 4,294 stocks rising and only 820 declining, highlighting a positive market sentiment [4] Fund Tracking - The market turnover was 23,474.78 billion yuan, down from the previous trading day, and the margin financing balance decreased to 24,167.88 billion yuan [5]