作者 | 深鹏 数据支持 | 勾股大数 据（www.gogudata.com） 关税战到现在，急跌经历过了，反弹也已经有了。 市场似乎进入了横盘时间，整体走势是跌不下去，但也涨不上去，略显无聊。 具体到股指和个 股方面，分化也挺大，股指因为一直有维稳资金托着，估计这周也会如此，自然不用担 心跌下去，但个股层面的变化大，轮 动快，赚钱效应很一般。 可以明显得感受得到，整个市场都在等待一个终极信号，这个信号大概率能打破市场的盘整走势。 更重要的是，这个信号就在本周揭晓。 依然要注意避险 01 在解码这个终极信号之前，还是先简单复盘一下行情走势。 今天的盘面，大体上是科技板块继续回调，有关税反向利好以及避险板块继续升温。 | 热门概念指数 | | | | | | --- | --- | --- | --- | --- | | 智能物流 | 离境退税 | 数字货币 | PEEK材料 | 高关转 | | 3.35% | 3.25% | 2.59% | 2.53% | 2.39% | | 跨境支付 | 统一大市场 | 工业气体 | 未合体硅片 | IGBT | | 2.29% | 2.26% | 2.23% | 2.22 ...

市场全天震荡分化，三大指数涨跌不一， 沪指一度站上3300点。高位股受资金追捧， 国芳集团走出13 天12板， 红宝丽6天5板。沪深两市全天成交额1.09万亿，较上个交易日放量486亿。盘面上，市场热点 快速轮动，个股上涨和下跌家数基本相当。从板块来看，物流、 统一大市场概念股集体走强， 华鹏飞 等多股涨停。 跨境支付概念股震荡走高， 青岛金王等涨停。农药、 化肥概念股表现活跃， 中农联合涨 停。下跌方面，算力概念股展开调整， 光环新网跌超5%。板块方面，物流、跨境支付、农药、 农业等 板块涨幅居前，机器人、算力、液冷服务器、 旅游等板块跌幅居前。截至收盘，沪指涨0.25%， 深成 指跌0.36%， 创业板指跌0.82%。 ...

算力概念股持续拉升，东方材料（603110）、大位科技（600589）、艾布鲁（301259）涨停，杭钢股份 （600126）、创业黑马（300688）、宏景科技（301396）跟涨。 暗盘资金一眼洞悉庄家意图>> ...

4月10日，截至上午收盘，上证指数重返3200，上涨0.93%，深证成指上涨2.19%，创业板指上涨2.4%。近5000只个股上 涨，110只个股涨停，仅有3只ST股跌停。 前期调整的消费电子、算力、人形机器人三大赛道上午集体大涨，带动科技股全面反弹。 免税店板块近两个交易日持续领涨，龙头股中国中免昨天涨停，今天上午涨超7%。 消息面上，4月8日，国家税务总局发布《关于推广境外旅客购物离境退税"即买即退"服务措施的公告》，对离境退 税"即买即退"的主要内容、办理流程和施行时间作出明确规定，将该项服务措施从多地试点推广至全国。"即买即退"作 为一项便利服务举措，是"离境退税"政策的升级优化，旨在为境外旅客提供更加便捷、多样化的退税选择。该举措前期 先后在上海、北京、广东、四川、浙江、深圳等地开展试点。 目前，市场人士普遍认为，扩内需促消费有望成为2025年市场主线。 人形机器人板块中，万达轴承、双林股份、恒工精密等个股大涨。 招商证券表示，人形机器人未来C端需求空间巨大，当前产业端进展顺利，部分主机厂（如特斯拉、Figure、优必选、 智元等）已经处于量产前夕，有望逐步进入小批量量产状态。国内制造业大厂自202 ...

Group 1 - The core theme of the news is the integration of artificial intelligence and digital technologies in Xinjiang's industries, particularly in equipment manufacturing and coal mining, to drive development and transformation [1] - Xinjiang Changji Prefecture is leveraging its abundant renewable energy resources to support the construction of computing power centers, with plans to add 18 million kilowatts of new energy capacity this year, bringing the total to over 32 million kilowatts [2] - The establishment of the Changji Intelligent Computing Center in September 2024 will provide various AI computing services, attracting numerous computing power enterprises [2][3] Group 2 - Changji Prefecture has built the Changji Intelligent Computing Center and the Xinjiang International Integrated Computing Power Center, achieving a computing power scale of 7,000 P and has 28,000 P of projects under construction, positioning itself as a regional hub in the national computing power corridor [3] - The application of AI in the coal mining sector is exemplified by the use of autonomous heavy trucks in the Qun Dong open-pit coal mine, which utilizes advanced technologies for safe and efficient operations [4] - The integration of AI in agriculture is being explored, with companies like Yunsheng Intelligent Technology showcasing smart agricultural applications that align with modern agricultural development needs [4]

Market Overview - The market experienced a rebound with the ChiNext Index leading the gains. The total trading volume in the Shanghai and Shenzhen markets reached 617.5 billion, a decrease of 93.4 billion compared to the previous trading day. Over 3,200 stocks rose in value [1] - The Shanghai Composite Index increased by 0.24%, the Shenzhen Component Index rose by 0.31%, and the ChiNext Index gained 0.4% [1] Sector Performance - The robotics sector showed strong performance, with stocks like Dayang Electric and Jinggong Technology hitting the daily limit. Other notable gainers included Zhaomin Technology and Dongtu Technology [1][3] - The innovative pharmaceutical sector was active, with stocks such as Ha Sanlian and Run Du hitting the daily limit. The domestic innovative drug industry is gaining traction, with leading companies entering a profit cycle [3][27] - The computing power sector saw a rebound, with Hengrun Co. achieving three consecutive limit-ups. Shenzhen recently issued the first batch of "training coupons" to boost the expansion of existing intelligent computing centers [7][23] Emerging Technologies - The release of the Unitree Dex5 dexterous hand by Yushu Technology showcases advancements in robotics, featuring 20 degrees of freedom and the ability to perform complex tasks [3] - The laser radar sector is experiencing explosive growth, with the International Society of Automotive Engineers reporting that the number of new laser radar models is expected to reach 47 by 2024, a sixfold increase since 2021. The market for automotive laser radar is projected to reach $6.2 billion by 2027, with a compound annual growth rate of 41% [14][19] Investment Trends - The market is witnessing a rotation of hotspots, with sectors like robotics, innovative pharmaceuticals, computing power, and laser radar showing significant activity. However, the overall trading volume is declining, indicating potential volatility ahead [1][14] - Institutions are focusing on earnings certainty as a key driver for excess returns in April, with a shift in attention towards fundamental performance [25]

Core Viewpoint - The global equity markets are experiencing a downturn, with A-shares showing weak fluctuations amid concerns over tariffs and upcoming earnings reports [4][5][6]. Market Performance - The three major indices are in a weak fluctuation state, with a total trading volume exceeding 1.2 trillion, an increase of nearly 9% compared to the previous trading day. However, nearly 4,000 stocks declined, and over 30 stocks hit the daily limit down, indicating a pessimistic market atmosphere [1]. - The technology sector saw a significant pullback, particularly in robotics, while some segments like computing power and AI applications showed signs of recovery in the afternoon [1][2]. Sector Highlights - AI applications are gaining traction, with companies like Saiyi Information and others experiencing notable gains following the release of AutoGLM by Zhipu [2]. - The robotics sector faced substantial adjustments, with several previously popular stocks experiencing significant declines, although some segments like massage robots showed strong performance [2]. Future Outlook - The market is expected to continue its weak trend due to liquidity pressures and the upcoming U.S. tariff policy on April 2, alongside the earnings season [5][6]. - Investors are advised to remain cautious and monitor key indicators such as the performance of U.S. stocks, the Hang Seng Index, and the Renminbi [4][6].

Core Viewpoint - The digital industry in China is expected to maintain stable operations in 2024, with steady growth in business revenue and profits, optimized industrial structure, enhanced innovation capabilities, and accelerated international expansion, serving as a crucial support for the integration of the real economy and digital economy [1] Group 1: Digital Industry Performance - In 2024, the digital industry revenue in eastern China is projected to grow by 6.5%, accounting for 73.6% of the national total, while the central, western, and northeastern regions will see revenue growth of 4.2%, 0.8%, and 2.5% respectively [1] - The top ten provinces in digital industry revenue, including Guangdong, Jiangsu, Beijing, and others, contribute 81.5% of the national total and account for 99.5% of the revenue growth [1] Group 2: Digital Industry Clusters - Digital industry clusters are formed by enterprises engaged in digital product manufacturing, services, and technology applications, characterized by strong core competitiveness and reliance on information networks for collaborative manufacturing [2] - Four major digital industry clusters in China include: 1. Artificial Intelligence in Haidian District, Beijing 2. Integrated Circuits in Shanghai, Shenzhen, and Beijing-Tianjin-Hebei 3. Optoelectronics in Hubei 4. Computing Power in Guizhou and Inner Mongolia [3] Group 3: Regional Development and Challenges - Distinct digital industry clusters have emerged in various regions, such as the Beijing-Tianjin-Hebei area focusing on AI and quantum information, the Yangtze River Delta on industrial internet and smart manufacturing, and the Guangdong-Hong Kong-Macau Greater Bay Area on consumer electronics [4] - Current challenges include uneven regional distribution, homogeneous competition, and a lack of leading enterprises, prompting experts to recommend government-led development planning for digital industry clusters [4] Group 4: Future Strategies - There is a call for local governments to develop digital industry maps, implement differentiated development strategies, and strengthen ecosystem construction to cultivate competitive digital enterprises [5] - The goal is to promote digital product consumption upgrades, support digital enterprises in expanding globally, and build world-class digital industry clusters [5]

Group 1 - The central bank announced a 450 billion yuan operation on March 25, indicating a potential for future interest rate cuts [1] - The market has been experiencing fluctuations, with a significant drop observed last Friday due to futures contract expirations [1] - The overall market sentiment is cautious, with a notable decrease in trading volume, reflecting increased observation from both bulls and bears [5] Group 2 - The U.S. Federal Reserve has adjusted its interest rate cut expectations from two times to one due to uncertainties surrounding tariff policies [3] - Inflation is expected to remain unstable, delaying the path for monetary policy adjustments [3] - The A-share market showed a predominance of declines over gains, with a significant drop in trading volume compared to the previous day [7] Group 3 - The market is currently at a critical support level, with the 60-day moving average providing strong support [7] - There is a recommendation to avoid chasing high-priced stocks due to the risk of buying at peaks, while focusing on undervalued stocks for potential gains [7] - The market is expected to undergo a shift in trend soon, with an upcoming opportunity for entry [7]