策略跟踪：指数走强，传媒板块领涨

Index Tracking - The Shanghai Composite Index rose by 0.55% to close at 3079.69 points, while the Shenzhen Component Index increased by 0.21% to 9717.37 points, and the ChiNext Index gained 0.12% to 1909.25 points [2]. Industry Tracking - All 26 tracked industries experienced an increase, with the media, computer, and social services sectors leading the gains at 3.71%, 1.95%, and 1.82% respectively. Conversely, the steel, home appliances, and food and beverage sectors saw declines of -0.69%, -0.43%, and -0.19% [2]. Media Sector Commentary - The media sector saw significant gains, driven by the domestic large model Kimi's advancements. On March 18, the company announced that its Kimi intelligent assistant now supports 2 million words of lossless contextual input, a substantial increase from the 200,000 words supported at its launch in October last year. This rapid development in domestic large models has positively impacted related media companies, with stocks like Huace Film & TV, Zhongke Yunwang, and Dianguang Media hitting the daily limit [3]. Computer Sector Commentary - The computer sector also performed well, influenced by the NVIDIA GTC AI conference on March 18, where CEO Jensen Huang unveiled the GB200 Grace Blackwell superchip system. The ongoing support for artificial intelligence and digital economy sectors in China has contributed to the strength of this sector, with stocks such as Lais Information, Haitan Ruisheng, and Sichuan University Wisdom also reaching their daily limit [3]. Low-altitude Economy Sector Commentary - Stocks related to the low-altitude economy concept surged following the government's work report, which emphasized the need to advance modern industrial systems and foster emerging industries. Local policies have also been promoting the development of the low-altitude economy, leading to strong performance in this sector, with companies like Sichuan Jiuzhou, Wolong Electric Drive, and Beiwai Technology hitting their daily limit [4]. Market Outlook - The three major indices experienced a comprehensive rise, with northbound capital seeing a net outflow of 5.568 billion yuan. The People's Bank of China announced that the loan market quotation rate (LPR) for one year remains at 3.45% and for five years or more at 3.95%, unchanged from the previous month. As local governments accelerate the implementation of key initiatives from the government work report, sectors such as low-altitude economy, intelligent connected new energy vehicles, and digital economy are expected to perform well. Attention is also drawn to companies with positive earnings expectations as the annual report disclosure approaches [5].