CS&S(SH:600536) 每经网·2024-03-13 06:21Group 1 - AI-related themes are gaining strength, with sectors like media and computing leading the gains, and several stocks such as Jiuxi Software and China Software hitting the daily limit up [1] - The Cloud Computing 50 ETF (516630) saw a significant increase, rising over 2% during trading, with holdings like China Software reaching the daily limit up [1] - Minsheng Securities highlights the focus on "super long-term special government bonds" and "AI+" during important meetings, indicating continued policy support for advanced technology industries in the new year [1] Group 2 - The policy landscape is becoming clearer with respect to funding allocation and industrial deployment driven by AI, suggesting ongoing opportunities in the market [1] - Key companies to focus on include China Software and China Great Wall in the context of domestic innovation, as well as AI computing power firms like Inspur Information and Unisplendour [1]