A-share closing comment: The Year of the Dragon is off to a good start! The Shanghai Composite Index regained 2,900 points

On February 19, the first trading day of the Year of the Dragon, the three major A-share indexes collectively closed up to welcome a "good start", as of the close, the Shanghai Composite Index rose 1.56% to regain 2,900 points, the Shenzhen Component Index rose 0.93%, the ChiNext Index rose 1.13%, the Beijing Stock Exchange 50 Index rose 3.22%, and the turnover of the Shanghai and Shenzhen markets was 957.3 billion yuan. More than 4,200 stocks in the two cities rose, and northbound funds sold a net of 6.375 billion yuan. On the theme of the sector, AI concept stocks set off a rising tide, Sora concept, multimodal AI, AIGC, CPO sectors collectively rose sharply, education and computing power leasing sectors rose first, and securities, pork and other sectors were green. On the disk, AI concept stocks broke out, Sora concept (Wensheng video) stocks fermented during the Spring Festival holiday, leading the two cities today, Huichang Communication, C Yidian, Danghong Technology, Insai Group, Wanxing Technology 20CM daily limit, Huayang Lianzhong, Xinguomai, Xinhuanet daily limit sealing board; CPO plate rose in the afternoon, Tianfu Communication 20CM daily limit refreshed a record high, Zhongji Innolight, Xinyisheng, Yuanjie Technology, Liante Technology, Dongtian Micro, Cambridge Technology and other more than 10 shares of the daily limit; All-access education 20CM daily limit, Kaiwen Education, Onlly Education, Chuanzhi Education, China Hi-Tech, Guoxin Culture daily limit, on the news side, the Ministry of Education recently issued the "Regulations on the Administration of Extracurricular Training (Draft for Comments)" for public consultation, to be the first time to raise the management of off-campus training to administrative regulations; , the highest since February 2008.

As of the close, the Shanghai Composite Index rose 1.56% to regain 2,900 points, the Shenzhen Component Index rose 0.93%, the ChiNext Index rose 1.13%, the Beijing Stock Exchange 50 Index rose 3.22%, and the turnover of the Shanghai and Shenzhen markets was 957.3 billion yuan. More than 4,200 stocks in the two cities rose, and northbound funds sold a net of 6.375 billion yuan.

On the theme of the sector, AI concept stocks set off a rising tide, Sora concept, multimodal AI, AIGC, CPO sectors collectively rose sharply, education and computing power leasing sectors rose first, and securities, pork and other sectors were green.

Sector Analysis:

Straight Flush Hot Stock List:

Retrospective:

　　09:25 A-shares opened, the Shanghai Composite Index opened 0.72% higher, the Shenzhen Component Index opened 1.55% higher, the ChiNext Index opened 1.51% higher, and Sora Concept, Multimodal AI, and AIGC Concept Stocks opened stronger.

　　09:27 Sora Concept (Wensheng Video) stocks opened stronger, Danghong Technology, Insai Group, Wanxing Technology bid for 20CM daily limit, New Guomai bidding daily limit, Oriental Guoxin (300166), C Yidian opened more than 10% higher. On the news side, OpenAI released the Wensheng video model Sora, creating a new era of AI video.

　　09:29 Tourism and hotel stocks opened actively, with Jinjiang Hotel (600754), Junting Hotel (301073), Sante Cableway (002159), Qujiang Cultural Tourism (600706), Xi'an Tourism (000610), etc. According to the data center of the Ministry of Culture and Tourism, there were 474 million domestic tourism trips during the Spring Festival holiday, an increase of 34.3% year-on-year, an increase of 19.0% over the same period in 2019, and the total travel expenditure of domestic tourists was 632.687 billion yuan, a year-on-year increase of 47.3%, and an increase of 7.7% over the same period in 2019.

　　09:34 The Hang Seng Tech Index fell more than 2%, and the Hang Seng Index is now down 0.83%.

　　09:35 The CPO sector rose at the beginning of the session, Hongxin Electronics (300657) rose by more than 10%, Huatian Technology (002185) rose by the limit, Zhongji Innolight rose by more than 8%, and many stocks such as Xinyisheng, Taichenguang (300570), and Liante Technology rose by more than 5%.

　　09:37 The education sector rose in early trading, Onlly Education rose by the limit, Kede Education (300192) rose by more than 10%, Xueda Education (000526), All-Access Education, Entrepreneurship Dark Horse (300688), Kaiwen Education and other stocks rose by more than 6%. On the news side, the Ministry of Education recently issued an announcement on the "Regulations on the Administration of Off-campus Training (Draft for Comments)" for public comment, intending to upgrade the management of off-campus training to an administrative regulation for the first time.

　　09:38 The ChiNext index turned green, after rising more than 1.5%, the Shanghai Composite Index rose 0.24%, and the Shenzhen Component Index rose 0.18%.

　　09:39 The securities sector fell at the beginning of the session, with Capital Securities (601136) falling more than 7%, CICC (601995) falling more than 4%, China Galaxy (601881), Western Securities (002673), Soochow Securities, etc. following the decline.

　　09:41 The main soda ash contract fell to 6% during the day and is now quoted at 1846 yuan / ton.

　　09:41 The Hang Seng Index extended its decline to 1%, and the Hang Seng Tech Index is now down 2.5%.

　　09:43 FTSE China A50 Index futures extended losses to 1%.

　　09:44 Diet drug concept stocks moved up, Changshan Pharmaceutical (300255) rose more than 10%, Hanyu Pharmaceutical (300199) rose more than 8%, Jinkai Bioscience (301509), Borui Pharmaceutical, Haofan Biotechnology (301393) rose more than 6%.

　　09:49 The computing power leasing sector continued to rise, Hongbo shares (002229) daily limit, Tuowei Information (002261) back to the daily limit, before the high-tech development (000628) daily limit, NOVA Technology (300921), Industrial Fortune Union (601138), and Li Tong Electronics (603629) rose by more than 8%.

　　09:51 The education sector continued to rise, Kaiyuan Education 20CM daily limit, Kaiwen Education, Onlly Education, Chuanzhi Education, Guoxin Culture daily limit closed board, Kede Education, All Access Education rose more than 15%.

　　10:00 According to the data of Straight Flush (300033) iFinD, the turnover of the Shanghai and Shenzhen markets reached 331.1 billion yuan in the opening half an hour.

　　10:01 Small-cap stocks continued to rise in early trading, with the Flush Micro-Cap Index rising more than 6%.

　　10:04 The Shanghai Composite Index rose to 1%, the Shenzhen Component Index rose 0.82%, the ChiNext Index rose 0.75%, and more than 4,600 shares rose in the two cities.

　　10:07 Media and game stocks fluctuated higher, Guomai Culture (301052) 20CM daily limit, Chinese Online (300364), Xuanya International (300612), Baina Qiancheng (300291), Reader Culture (301025), Rongxin Culture (301231), Tangde Film and Television (300426), Kunlun Wanwei (300418) and other stocks rose more than 10%.

　　10:11 Oil and gas stocks fluctuated and rose, with Bomaike (603727) and quasi-oil shares (002207) rising more than 5%. Three barrels of oil strengthened, CNOOC rose more than 4% to a record high, Sinopec rose more than 3%, and PetroChina rose more than 2%.

　　10:15 The Industrial Fortune Union hit the daily limit intraday, with a turnover of more than 2.6 billion yuan.

　　10:25 Coal concept stocks fluctuated higher, Yuneng Holdings (001896) rose more than 8%, Antai Group (600408) rose more than 7%, Yankuang Energy (600188), Anyuan Coal (600397), Yunmei Energy (600792) rose more than 5%, and China Shenhua rose nearly 3% to refresh a new high since February 2008.

　　10:38 According to Flush iFinD data, as of now, the turnover of the Shanghai and Shenzhen markets has exceeded 500 billion yuan, of which the turnover of the Shanghai Stock Exchange is 223.3 billion yuan and the turnover of the Shenzhen Stock Exchange is 276.6 billion yuan.

　　10:42 According to the data of Flush iFinD, according to the statistics of the balance scale, the net inflow of southbound funds has exceeded 3 billion yuan so far, including 1.811 billion yuan in Hong Kong and 1.189 billion yuan in Shenzhen.

　　11:13 Lixun Precision (002475) fell more than 5% intraday, with a turnover of more than 2 billion yuan.

　　13:23 The Hang Seng Tech Index extended its decline to 3%, and the Hang Seng Index is now down 1.17%.

　　13:47 Zhongji InnoLight 20CM daily limit in the afternoon, with a turnover of more than 5.3 billion yuan.

　　14:01 The CPO sector continued to strengthen, Tianfu Communication's 20CM daily limit refreshed a record high, Cambridge Technology returned to the daily limit, Zhongji Innolight, Dongtian Micro rose earlier, Yuanjie Technology and Xinyisheng hit the 20CM daily limit, Taichenguang, Liante Technology, Optical Library Technology (300620), and Tengjing Technology rose by more than 10%.

　　14:06 According to Flush iFinD data, as of now, the turnover of the Shanghai and Shenzhen markets has exceeded 800 billion yuan, of which the turnover of the Shanghai Stock Exchange is 368.5 billion yuan and the turnover of the Shenzhen Stock Exchange is 431.5 billion yuan.

　　14:38 The CSI 300 index rose 1%.

(Source: Straight Flush, the above information is automatically generated by AI big data of Nandu Bay Finance Society)