华龙证券：华龙内参2024年第193期，总第1752期（电子版）-20241104

Market Analysis - The market experienced a decline on Thursday, with the ChiNext index leading the drop. The Shanghai Composite Index closed at 3280.26 points, down 0.68%, while the Shenzhen Component Index fell by 1.27% to 10441.75 points. The total trading volume in the two markets was 1.52 trillion yuan, a decrease of 406.3 billion yuan from the previous trading day [3][5]. - The ST sector saw a significant rise, with over 30 stocks hitting the daily limit up, including *ST Kaiyuan and *ST Hengjiu. NMN and vitamin concept stocks also performed well, with stocks like Yaben Chemical and Brother Technology reaching the daily limit [3][5]. Data Insights - As of October 23, the financing balance on the Shanghai Stock Exchange was reported at 854.02 billion yuan, an increase of 3.306 billion yuan from the previous trading day. The Shenzhen Stock Exchange's financing balance was 784.581 billion yuan, up by 4.958 billion yuan, bringing the total financing balance across both markets to 1.639383 trillion yuan, an increase of 8.264 billion yuan [4]. Concept Highlights - The low-altitude economy is gaining momentum, with recent developments including a flight of the Kodiak 100 aircraft from Wuhan to Shiyan, priced at only 99 yuan. The industry is expected to accelerate due to favorable policies, enhancing China's competitiveness in the low-altitude economy sector [6]. - The Ministry of Industry and Information Technology announced plans to explore the establishment of a comprehensive low-altitude economic network, integrating communication and sensing technologies to improve the efficiency and reliability of low-altitude communications [6]. Key News - A new large-scale domestic intelligent computing platform, "Feixing No. 2," was launched by iFLYTEK, Huawei, and Hefei Big Data Asset Operation Co., indicating strong demand for domestic computing power. The three major telecom operators plan to procure over 17,000 AI servers, with a procurement scale expected to reach 30 billion yuan [7]. Future Events Reminder - The Global Low Altitude Economy Forum 2024 will be held on October 27 in Beijing, focusing on the low-altitude economy sector [10]. - The 10th Global Ultra-Wideband Summit will take place from October 31 to November 1, highlighting developments in the consumer electronics sector [10].