上天天基金APP搜索【777】领 98 元券包 ，优选基金10元起投！限量发放！先到先得！ "五一"假期前的最后一个交易日，市场再度活跃，资金从前期热门的银行、PEEK材料等板块撤出，重 新流回算力等科技板块。 A股上证指数小幅低开，在地产股和消费股的反弹中，又快速翻红，随后在银行股的重挫下，再度走 低。深证成指和创业板指数则快速拉升，市场氛围活跃。 截至发稿，上证指数跌0.17%，深证成指涨0.59%，创业板指数涨近1%。全市场超3800只个股上涨，两 市成交额较前一交易日放大超900亿元。 （图片来源：东方财富APP，统计截至2025/4/30，不作投资推荐） AI又火了 多股直线拉涨停 4月30日早盘，算力概念股再度走强。其中，鸿博股份4连板。 鸿博股份(002229) ( 交易中 04-30 09:56:51 通 融 15.88 额 16.28亿 股本4.96亿 市盈-42.9 万得 盘口 +1.44 +9.97% 换 21.34% 市值178.8亿 市净 5.89 分时 五日 日K 周K 月K 更多 [0] 叠加 设均线 MA 5:13.25↑ 10:11.97↑ 20:11.45↑ 前复权 | 1 ...

Group 1 - The AI computing concept stocks experienced a broad rebound, with the ChiNext AI ETF (159388) rising over 2.4% [1] - The ChiNext AI ETF closely tracks the ChiNext AI Index, selecting 50 constituent stocks that cover AI hardware, software, and applications [1] - AI hardware includes communication equipment, integrated circuits, and data centers, while AI software encompasses software development, digital media, and IT services [1] Group 2 - Recent advancements in AI products have been made by major domestic companies, including Fliggy's travel AI "Ask One," ByteDance's AI collaborative office platform "Kouzi Space," and Baidu's general super-intelligent agent "Xinxiang" [1] - The continuous iteration of large models is expected to accelerate their implementation across various application scenarios, leading to the emergence of high-value AI products [1] - It is recommended to continuously monitor changes in the AI industry and actively invest in leading companies in core areas such as applications, models, and computing power [1]

Market Overview - The A-share market experienced a shift with funds moving from previously popular sectors like banks and PEEK materials back to technology sectors, particularly computing power stocks [1] - As of the latest trading session, the Shanghai Composite Index fell by 0.17%, while the Shenzhen Component Index rose by 0.59%, and the ChiNext Index increased by nearly 1% [1] Computing Power Stocks - Computing power concept stocks saw a significant surge, with companies like Hongbo Co., Ltd. (002229) achieving a four-day consecutive limit-up [2] - Other notable performers included Zhejiang Wenlian (600986) and Focus Technology (002315), both of which also hit their daily price limits [6][7] AI Sector Developments - The Beijing government has released a work plan to support the healthy and high-quality development of the private economy, which includes backing private enterprises in building intelligent computing centers and providing support for companies purchasing self-controlled GPU chips [8] - Major companies like Tencent and Alibaba have made substantial GPU resource purchases from ByteDance, with Tencent acquiring approximately 2 billion yuan worth [8] - ByteDance reportedly has around 1 million GPU cards, positioning it among the top in global computing power resources [8] Banking Sector Performance - The banking sector faced a collective downturn, with Huaxia Bank leading the decline at 8%, while other major banks like China Construction Bank and Agricultural Bank of China also saw declines exceeding 2% [9][10] - Specific financial results for Q1 2025 showed Huaxia Bank's net profit at 5.063 billion yuan, down 14.04% year-on-year, and China Construction Bank's net profit at 83.35 billion yuan, down 3.99% year-on-year [10]

Group 1 - The core viewpoint highlights the recent performance of the STAR Market Composite Index and its constituent stocks, with significant gains observed in companies like Jingjin Electric and China Electric Research [3] - The STAR Market ETF managed by Huaxia has seen a 0.19% increase, with a trading volume of 1.23 billion yuan and a turnover rate of 3.34% [3] - The ETF has achieved a new high in scale, reaching 3.693 billion yuan, ranking first among comparable funds [4] Group 2 - Recent advancements in AI products by major domestic companies include the launch of travel AI by Fliggy, an AI collaboration platform by ByteDance, and a general-purpose super-intelligent system by Baidu [3] - According to Industrial Securities, the continuous iteration of large models is expected to accelerate their application across various scenarios, leading to the emergence of high-value AI products [3] - The STAR Market ETF has experienced continuous net inflows over the past 13 days, totaling 2.908 billion yuan [4]