华龙证券：华龙内参2024年第151期，总第1710期（电子版）-20240821

Market Analysis - The market showed a rebound with the Shanghai Composite Index rising by 0.94% and the Shenzhen Component Index increasing by 0.71% on August 15, 2024, indicating a positive market sentiment despite previous lows [2][4] - Key sectors that performed well included AI glasses, gaming, and tourism, with several stocks reaching their daily limit up [2][6] - The total trading volume in the Shanghai and Shenzhen markets was 591.5 billion, significantly higher than the previous trading day [2][3] Data Insights - As of August 14, 2024, the financing balance on the Shanghai Stock Exchange was reported at 739.725 billion, an increase of 0.0116 billion from the previous trading day, while the Shenzhen Stock Exchange's financing balance was 664.201 billion, up by 0.0701 billion, bringing the total to 1,403.926 billion, an increase of 0.0817 billion [3] Concept Highlights - The AI sector is experiencing significant growth, with over 300 large models launched in China, and more than 100 of these models have completed generative AI service filings [5] - The upcoming AIAC 2024 conference aims to foster collaboration across various sectors to enhance the integration of AI technology into industry applications [5] Key News - Hon Hai Precision Industry announced that it will begin delivering AI servers equipped with NVIDIA's GB200 processor in Q4 2024, which is expected to significantly contribute to its revenue [5] - Tencent reported a 9% year-on-year growth in gaming revenue for Q2 2024, driven by increased user engagement and successful game launches [5]