华龙证券华龙内参2024年第57期，总第1616期（电子版）

Market Analysis - The market experienced a decline with all major indices adjusting, particularly the ChiNext index which led the drop, and the Shanghai Composite Index closing below 3000 points [1][7] - Overall, more stocks fell than rose, with over 4700 stocks declining and more than 100 stocks dropping over 9% [2] - The trading volume in the Shanghai and Shenzhen markets was 888.8 billion, a decrease of 67.2 billion from the previous trading day [2] Investment Advisory Perspective - The market opened lower on Wednesday, with a weak rebound in the afternoon, leading to the Shanghai Composite Index falling below 3000 points and breaking the 30-day moving average [4] - Northbound capital saw significant outflows, indicating a broad loss effect among investors [4] - The shrinking volume suggests a hesitance or wait-and-see attitude among investors, with ongoing rotation in themes and a strong expectation for popular themes to return [4] Concept Hotspots - The first China Embodied Intelligence Conference (CEAI 2024) is set to take place on March 30-31, 2024, in Shanghai, aimed at promoting academic sharing and industry cooperation in the field of embodied intelligence [10] - The 2024 China Humanoid Robot Ecological Conference will be held on April 2, 2024, focusing on global trends and development bottlenecks in the humanoid robot industry [10] - The OFweek 2024 China Robotics Industry Conference will occur on April 18-19, 2024, discussing the integration of robotics with various technologies [10] Stock Performance Overview - The Shanghai Composite Index fell by 1.26%, the Shenzhen Component Index by 2.4%, and the ChiNext Index by 2.81% [7][17] - Notable declines were observed in computing power concept stocks, with companies like Zhongbei Communication and High-tech Development hitting their daily limit down [6] - NMN concept stocks showed resilience, with stocks like Yab Chemical and Jindawei reaching their daily limit up [18] Northbound Capital Flow - Northbound capital recorded a net sell of 7.249 billion, with the Shanghai Stock Connect seeing a net sell of 1.764 billion and the Shenzhen Stock Connect a net sell of 5.486 billion [19]