Core Viewpoint - The article highlights a significant structural market trend on February 12, with a focus on high-end manufacturing, new industrialization, and power grid equipment, driven by policy expectations and industry prosperity. Group 1: Market Performance - On February 12, the market saw a narrow range of trading with 70 stocks hitting the daily limit up, indicating strong investor interest in specific sectors [1] - The mechanical and electrical equipment sectors led the way, contributing 12 and 9 limit-up stocks respectively, accounting for nearly 40% of the total [1] - The A-share market exhibited a structural rally, with over 765 billion yuan flowing into the electronic, power equipment, machinery, computer, and communication sectors, indicating a preference for growth-oriented industries [10][11] Group 2: Sector Analysis - The non-ferrous metals and construction sectors each had 6 stocks hitting the limit up, reflecting investor interest in resource and infrastructure sectors, likely linked to growth stabilization expectations and fluctuations in industrial metal prices [2] - The technology sector also showed promise, with software services and hardware contributing 5 and 4 limit-up stocks respectively, confirming the ongoing interest in digital economy and intelligent terminal themes [3] Group 3: Capital Flow - Traditional financial sectors, including banks and non-bank financials, experienced capital outflows, with the banking sector seeing a net outflow of 5.272 billion yuan, indicating a shift in market risk appetite towards growth sectors [12] - The article notes that the capital market is favoring growth-oriented sectors, as evidenced by the significant inflow into technology and high-end manufacturing, while defensive sectors like media and food and beverage faced net outflows [12] Group 4: AI Sector Developments - The launch of the GLM-5 model by Zhipu on February 12 received a positive market response, with Zhipu's stock price surging by 33%, reflecting strong investor confidence in AI advancements [17] - The AI sector, including companies like Capital Online and Youke, saw active trading with several stocks hitting the limit up, indicating a robust interest in AI applications and cloud services [17] - The commercial viability of AI models is being reinforced, as Zhipu announced a price increase for its GLM Coding Plan, marking a transition from free trials to sustainable commercialization [19]
狂揽700亿、70股涨停，电子、机械、电气设备成“吸金王”【掘金日报2.12】