4月24日早盘，A股延续窄幅震荡态势。行业板块方面，计算机、通信等领跌，美容护理、煤炭、银行 等领涨。概念指数方面，云计算、AI算力、东数西算、IDC（算力租赁）等指数跌幅居前。近期热度较 高的云计算50ETF（516630）开盘后一度跌超1.5%，持仓股中，润泽科技跌超10%，金山办公、科华数 据、数字政通、中国长城、云赛智联等跌幅居前。 公开信息显示，云计算50ETF（516630）的AI算力含量较高，标的指数成分股覆盖了光模块&光器件、 算力租赁（IDC）、数据储存、服务器、液冷等算力基建概念板块。此外，指数当中DeepSeek概念股含 量较高，据华创证券测算，云计算指数（930851）的Deepseek概念股含量为42.9%。云计算50ETF （516630）当前管理费率0.15%，托管费率0.05%，合计费率0.2%，为全市场同类产品最低费率水平。 （文章来源：每日经济新闻） 上海证券认为，多模态融合与边际成本下降将催生金融、医疗、工业等领域的规模化应用，"云-边"算 力集群建设有望深度受益于推理模型迭代与落地场景的多元化发展趋势，云厂商/算力租赁公司的业务 拓展得到相应催化。 消息面上，OpenA ...

每经记者 肖芮冬 每经编辑 赵云 4月21日，市场全天低开后震荡反弹，创业板指领涨，沪指录得7连阳。截至收盘，沪指涨0.45%，深成指涨 1.27%，创业板指涨1.59%。 板块方面，黄金、电商、机器人、影视等板块涨幅居前，银行、白酒、港口等板块跌幅居前。 3）科技股人气回暖。全天来看，A股成交额榜上，科技股数量较此前明显增多；拓维信息、寒武纪成交额分列第 一、第二位。 有观点认为，3月中旬以来，由于受到交易拥挤、短期涨幅过大、面临4月业绩期等多重因素影响，以AI为代表的 科技股持续调整。眼下，上述因素的制约作用正在减弱，科技龙头股的一季报业绩无疑起到提振作用。 上周五盘后及周末，先后发布财报的寒武纪、中际旭创等多只个股，今天也纷纷上涨。正如市场此前所预期，经 历一季报验证，高景气的科技细分赛道后市仍会重拾升势。 个股涨多跌少，全市场超4300只个股上涨。沪深两市全天成交额1.04万亿元，较上个交易日放量1267亿。 消息面上，4月以来，阿里、谷歌、腾讯等宣布上线MCP服务（Model Context Protocol），即模型上下文协议。开 源证券表示，看好2025年AI Agent产业崛起趋势，中美科技巨 ...

Core Viewpoint - Meige Intelligent has reported significant growth in its financial performance for 2024, with a notable increase in net profit and revenue, indicating a strong recovery and potential for future growth [1][3][4]. Financial Performance - In Q1 2024, Meige Intelligent expects a net profit attributable to shareholders of 40 million to 52 million yuan, representing a year-on-year growth of 518.53% to 704.09% [1][3]. - The company's net profit for the full year 2024 is projected to be 136 million yuan, a 110.64% increase compared to the previous year, with a revenue of 2.941 billion yuan, up 36.98% [3][4]. - The non-recurring net profit for Q1 2024 is anticipated to be between 38.7 million and 50.7 million yuan, reflecting a growth of 658.97% to 894.31% year-on-year [1][3]. Historical Performance - Meige Intelligent's net profit from 2021 to 2023 showed volatility, with figures of 118 million yuan, 128 million yuan, and 64.51 million yuan, indicating a decline of 49.54% in 2023 [4]. - Despite the low base in 2023, the 2024 performance marks a historical high for the company [4]. Stock Performance - Meige Intelligent's stock price experienced a significant surge, achieving an 8-day consecutive limit-up from January 24 to February 12, 2024, reaching a historical high of 73 yuan per share [6]. - Following this peak, the stock price has seen a correction, with a cumulative decline of 42.63% since February 13, 2024, currently trading at 40.9 yuan per share [8][10]. Market Outlook - The combination of strong financial results and a recent stock price pullback suggests that Meige Intelligent may be poised for a rebound in the near future [10].

Core Viewpoint - Daily Interaction (300766.SZ), known as the "first domestic data intelligence stock," has reported significant growth in data resource integration, with 87.58% of its revenue coming from data factor monetization as of the end of the reporting period [1][3]. Group 1: Financial Performance - As of the end of the reporting period, Daily Interaction's data resources amounted to 43.691 million yuan, fully accounted for as intangible assets [1]. - The total revenue for Daily Interaction in 2024 was 470 million yuan, representing a year-on-year increase of 9.4% [8]. - The net profit attributable to the parent company was -64.755 million yuan, a decrease of 29.69% year-on-year, primarily due to penalties for information disclosure violations [8]. Group 2: Business Transformation - Daily Interaction has transitioned its main business focus to the data factor sector, with revenue from the internet industry accounting for 27.94% and government services making up 63.65% of total revenue [3]. - The company has accumulated over 1.15 billion installations of its developer service SDK, covering more than 1 billion devices, with daily active independent devices exceeding 400 million [3]. Group 3: Government Services - The public service segment primarily provides SaaS services and data solutions to government departments, covering over 2,900 districts and counties nationwide as of June 2024 [6]. - The high proportion of government service revenue has led to challenges such as long payment cycles, with accounts receivable reaching 165 million yuan, a year-on-year increase of 28.9% [6]. Group 4: Data Products and Innovations - Daily Interaction is actively involved in public data authorization operations in sectors like transportation and healthcare, developing various data products and industry-specific models [8].

Investment Rating - The industry is rated as "stronger than the market," indicating a positive outlook with expectations that the industry index will outperform the CSI 300 index over the next six months [19]. Core Viewpoints - The report anticipates a "slow bull" market for A-shares in the medium to long term, with structural bull market characteristics prevailing despite potential short-term fluctuations [2][10]. - The human-shaped robot sector has seen significant growth, with a nearly 50% increase since January 7, 2025, while the overall robotics industry has risen approximately 25% during the same period [7][10]. - The semiconductor sector is also experiencing strong performance, driven by increasing global demand for AI and high-performance computing, with expectations of over 15% growth in the global semiconductor market by 2025 [8][10]. Summary by Sections A-share Market Overview - The report notes that the A-share market is currently in a phase of overall recovery, with major indices showing collective gains after recent adjustments [5][10]. - The market sentiment is active, with a total trading volume of 17,210 billion yuan, and major indices such as the Shanghai Composite Index and Shenzhen Component Index showing positive movements [6][10]. Sector Performance - The human-shaped robot sector is highlighted as a long-term investment opportunity, supported by strong internal growth dynamics and favorable government policies, with expected annual revenue growth exceeding 20% during the 14th Five-Year Plan [7][10]. - The semiconductor sector is projected to benefit from national policy support and increasing market demand, with a forecasted market size of 697.1 billion USD in 2025, reflecting an 11% year-on-year growth [8][10]. Future Market Expectations - The report emphasizes the expectation of more proactive fiscal policies and moderately loose monetary policies in 2025, which are anticipated to support economic recovery and shift demand from exports to domestic consumption [3][11]. - The upcoming "Two Sessions" in March 2025 will be crucial for determining the economic targets and policies that will guide market movements [3][11].

Market Overview - A-shares showed signs of stabilization in the afternoon, with the North Securities 50 Index performing strongly, while the total trading volume in the A-share market decreased significantly to 15,442 billion yuan, down 3,177 billion yuan from the previous trading day [1] - The Shanghai Composite Index closed down 0.19% at 3,366.16 points, the Shenzhen Component Index down 0.17% at 10,825.7 points, and the ChiNext Index down 0.25% at 2,199.88 points [1] AI Medical Sector - The AI medical concept was notably active, with several stocks hitting the daily limit, including Chuangyi Huikang, which rose 20%, and Boji Medical, which increased over 13% [4][6] - Huawei has officially established a medical and health team focused on developing AI-assisted diagnostic solutions, aiming to integrate its resources to accelerate AI medical intelligence [6] New Battery Concepts - The BC battery and TOPCon concepts saw strong gains, with stocks like Inno Laser and Haiyou New Materials hitting the daily limit [8] - The market is optimistic about the photovoltaic sector, with expectations of significant changes and investment opportunities driven by technological advancements and policy support [10] Stock Performance - Several strong stocks experienced sharp declines, including Yunding Technology, which fell to its limit down after a five-day rise, and Hainan Huatie, which also hit the limit down after three consecutive days of gains [11][12][14][15]

Investment Rating - The report maintains an "Increase" rating for the securities industry [5] Core Viewpoints - The securities industry index underperformed the CSI 300 index last week, indicating a potential shift in market dynamics towards concept stocks and localized optimism [3][22] - The market is expected to reassess the valuations of securities companies as the annual and quarterly reports are disclosed [3][22] - The overall price changes in the circulation of important production materials suggest a stable economic environment, with expectations of continued monetary easing from the central bank [10] Market Review - During the week of February 10-14, the CSI 300 index increased by 1.19%, while the securities industry index rose by 0.72% [11] - Within the sector, 40 stocks increased, 1 remained flat, and 8 declined [11] - The top five performing stocks were Tianfeng Securities, Jinlong Co., Caitong Securities, Huatai Securities, and Northeast Securities [12] - The bottom five performing stocks were Nanjing Securities, Guotai Junan, Dongxing Securities, Oriental Fortune, and Zhongyuan Securities [13] Industry Fundamentals - The industry consists of 50 listed companies with an average P/E ratio of 27.29, compared to the market average P/E ratio of 12.74 [6] Weekly Investment Strategy - The report suggests that the market's momentum may be driven by the activity of concept stocks, with a notable contraction in the sector's elasticity [3][22] - The upcoming disclosure of annual and quarterly reports is likely to lead to a reevaluation of securities companies' valuations [3][22] Important News - The DeepSeek concept is gaining traction, with many securities firms actively engaging in its deployment, which is expected to enhance their digital transformation efforts [26][27] - The integration of AI technologies in wealth management is reshaping the service delivery model, focusing on personalized and data-driven decision-making [28][29]

Investment Rating - The report does not explicitly provide an investment rating for the industry or specific companies [2]. Core Insights - The macroeconomic environment shows a stable increase in M2 money supply by 7% year-on-year, indicating liquidity in the market [4]. - The market is experiencing a rotation of investment focus, with AI applications, particularly in healthcare and cloud computing, leading the gains [10]. - There is a notable divergence in market performance, with 2,400 stocks rising and 2,800 falling, suggesting selective investment opportunities [10]. Industry Dynamics - The China Low Altitude Economy Alliance has initiated a project for a national low-altitude traffic network, indicating growth potential in this sector [6]. - Yushutech is accelerating the mass production of humanoid robots, which may present investment opportunities in robotics [6]. - WeChat's integration of AI search with DeepSeek signifies a shift towards open-source models, potentially impacting related tech stocks [6]. Company Focus - Changsheng Bearing (300718) highlights the differences between rolling and sliding bearings, indicating a niche market focus [8]. - Kunlun Wanwei (300418) has achieved a high ranking in web stability testing for its AI product, suggesting competitive strength [8]. - Taijing Technology (603738) is enhancing AI glasses' performance in both low-power IoT devices and high-precision data communication [8]. - Kaiying Network (002517) is exploring commercialization paths for AI in the entertainment sector, which could drive industry growth [8]. Market Review and Outlook - The market indices showed a mixed upward trend, with the Shanghai Composite Index rising by 0.43% and the ChiNext Index by 1.8% [10]. - Despite the overall positive sentiment, there is a risk of technical correction due to pressure at current index levels and reduced trading volume [11]. - The report suggests that the market is in a healthy phase of capital rotation, with new hotspots emerging in AI healthcare, while traditional sectors like real estate and tourism are underperforming [10][11].

全天成交额小幅收缩为1.76万亿元，第一个小时放量，随后缩量较为明显。小盘股涨势更为强劲，涨跌 家数4146:1110。 作者 | 韦三甲 编辑 | 小白 2月10日，全天成交额小幅收缩为1.76万亿元，第一个小时放量，随后缩量较为明显。小盘股涨势更 为强劲，涨跌家数4146:1110。 盘后涨停复盘 新炬网络一字板晋级8连板，且换手率再创近期新低仅有0.32%，成功挑战100%涨幅异动，仍有较大 可能继续晋级连板，为年后市场打开连板新高度。 美格智能实现6连板，且近5个交易日全部为一字板，股票价格也创造历史新高。随着新炬网络打开高 度，美格智能未来连板的空间较大。 上个交易日晋级4连板的三只个股今日迎来不同走势。航锦科技一字板涨停晋级5连板成功。冀凯股份 平开低走，尽管在早盘中段出现急速拉升，但后续呈现一路下跌趋势，最终收跌7.19%。浙江东方平 开高走，涨停后多次出现小幅炸板回封，最终也成功连板。 涨停家数123，上个交易日83，涨停封板率更是来到89%，涨停数量一路丝滑上升，涨停排队资金重 回至151.81亿元。更有6只个股10日涨幅超100%。 QuestMobile数据显示， DeepSeek在1月 ...

扫描海报当中的二维码，下载市值风云即可第一时间观看。 DeepSeek概念持续火爆，盘中，中国电信强势涨停！ 概念炒作第一阶段普涨落幕，接下来DeepSeek概念将如何演绎？ 哪些公司能够逆势走强，成为本轮行情中的真龙头？ 哪些公司又将昙花一现，最终被市场淘汰？ 今晚七点半，上市值风云，「韦三甲」跟大伙好好聊聊！ 剖析后市走向，挖掘调整市中逆势走强的潜力标的！ 市值风云重磅直播 02月10日（周一） 晚19:30 主讲人: 韦三甲 DeepSeek后市会如何演绎? 02月10日（周一）晚上20:30 @股海牧童 复盘及次日操作策略 市场风向突变，最强两大主线惊现疲态！ 60日均线能否有效突破？这不仅是技术面的关键考验，更是市场情绪的晴雨表！ 前期强势领涨的两大主线板块，为何集体走弱？是短期回调还是趋势反转？ 主线退潮，资金将流向何处？下一个市场风口又将在哪里？ 今晚八点半，「股海牧童」带大伙深度剖析市场格局， 解读60日均线攻防战，研判主线退潮后的市场机会，挖掘潜在的投资洼地！ 本周，你还有N场直播待查收 ： 02月10日（周一）晚上19:30 @韦三甲 02月11日（周二）晚上19:30 @韦三甲 02月1 ...