万联证券：万联晨会-20250224

Market Overview - The A-share market saw all three major indices rise last Friday, with the Shanghai Composite Index up by 0.85%, the Shenzhen Component Index up by 1.82%, and the ChiNext Index up by 2.51%. The total trading volume in the Shanghai and Shenzhen markets reached 21,920.37 billion yuan [1][5]. - In terms of industry performance, the telecommunications, computer, and electronics sectors led the gains, while banking, textile and apparel, and coal sectors lagged behind [1][5]. - Concept sectors such as liquid cooling servers, state-owned cloud, and computing power leasing saw significant increases, while the China-South Korea Free Trade Zone, private hospitals, and community group buying concepts experienced declines [1][5]. - The Hong Kong market also performed well, with the Hang Seng Index rising by 3.99% and the Hang Seng Technology Index increasing by 6.53% [1][5]. - In contrast, the U.S. markets experienced declines, with the Dow Jones down by 1.69%, the S&P 500 down by 1.71%, and the Nasdaq down by 2.20% [1][5]. Important News - The State-owned Assets Supervision and Administration Commission (SASAC) held a meeting to deepen the deployment of the "AI+" special action for central enterprises, emphasizing the need to seize the strategic window for the development of the artificial intelligence industry. The meeting called for increased funding and the establishment of a talent evaluation system that aligns with industry characteristics [2][6]. - A State Council executive meeting, chaired by Premier Li Qiang, discussed new measures to promote service trade and consumption in sectors such as telecommunications, education, culture, healthcare, and finance. The meeting also approved an action plan to improve the recycling and utilization system for new energy vehicle batteries [2][6].