This morning, everyone's accounts are back in blood, right?
As of the close of the morning, more than 5,000 stocks in Shanghai and Shenzhen rose, of which more than 580 stocks rose by 9% or more. The three major A-share stock indexes collectively rose sharply, with the Shanghai Composite Index up 1.24%, the Shenzhen Component Index up 1.54%, and the ChiNext Index up 1.34%.
The micro-cap index surged 7.42%, and the CSI 2000 index rose 5.49%, with the rally of large-cap stocks relatively weak. In the morning, there were 124 stocks with a market value of more than 100 billion yuan, of which 90 stocks rose, and most of them rose by about 1%, only Zhongji Innolight and China CITIC Bank rose by more than 5%, with an increase of 5.06% and 8.32% respectively.
The low-altitude economy and flying car sectors rose sharply
This morning, the low-altitude economy and flying car sectors broke out, and stocks such as Jiangsu Jiaoke, Yibo Technology, and Jianxin Co., Ltd. rose sharply.
There is a view that for the development of low-altitude economic industry, we can learn from the development process of the new energy automobile industry. The development of the new energy vehicle industry has gone through three stages: the pilot operation of logistics vehicles and buses, the rapid development of the vehicle and supporting industries, and the consumption drive of new energy vehicles. During this period, the companies in all aspects of commercial vehicles, charging piles, parts and materials, and passenger vehicles have benefited one after another, continuously breaking through technology, expanding market share, and becoming a globally competitive company, and the stock price has also risen at the corresponding stage.
At present, the low-altitude economic industry has entered the pilot period of application promotion, and it is expected to go through three stages: infrastructure construction and application promotion pilot, rapid development of the whole machine and supporting industrial chain, and consumption drive of the whole machine application.
From the perspective of the industrial chain, Guojin Securities recommends focusing on three areas: First, infrastructure construction with low-altitude intelligent fusion system as the core. Different from ground transportation and commercial aviation, low-altitude traffic is a more complex, multi-task, high-density, real-time changing multi-dimensional three-dimensional transportation, so it needs to be managed by a fully digital intelligent fusion low-altitude system. It is recommended to focus on meteorological radar, air traffic control system, synaesthesia integrated equipment, medium and large manned ADS-B system, etc. The second is the whole machine and operation link with eVTOL as the core. eVTOL is superior to traditional helicopters in terms of price, operation and consumption economy, R&D and manufacturing difficulty, noise, etc., and is expected to be the main force of air cargo and manned in the future. The third is the direction of parts and materials with aviation airworthiness certification as the core.
The TMT sector soared
This morning, the TMT sector rose sharply. Specifically, in the semiconductor industry chain, memory chips, advanced packaging and other sectors rose sharply.
BIWIN Storage ushered in a 20% daily limit. On the evening of April 16, the company released a performance forecast, which is expected to achieve a net profit attributable to the owners of the parent company of 150 million yuan to 180 million yuan in the first quarter of 2024, an increase of 219.03% to 242.84% year-on-year, and achieve a turnaround.
In terms of AI, the hardware side and the application side rose together, and the PCB concept, multimodal AI, Sora concept and other sectors were among the top gainers.
Recently, a lot has been happening in the field of AI. On the evening of April 16th, Liu Qiangdong appeared in the live broadcast room of Jingdong Home Appliances and Jingdong Supermarket in the form of "procurement and sales AI digital human". According to JD.com's data, in less than 1 hour, the live broadcast room had more than 20 million views.
On April 12, local time, Musk's artificial intelligence company xAI launched the first multimodal model Grok-1.5 Vision, which can not only understand text, but also process content in documents, charts, screenshots and photos. xAI also shared the Grok-1.5V's performance score, which outperforms mainstream competitors such as the GFT-4V and Gemini Pro 1.5 in RealWorldQA benchmarks.
In terms of consumer electronics, MR (mixed reality), flexible screens and other sectors rose sharply.
A few days ago, IDC released the latest report showing that global PC shipments in the first quarter of 2024 will be 59.8 million units, a year-on-year increase of 1.5%. This is also the first time that the global PC market has ushered in a quarter-on-quarter year-over-year growth after two consecutive years of decline. Market participants said that from the perspective of the whole year of 2024, with the successive release of new AI PC products of various brands to stimulate the demand for C-end replacement, and the release of Microsoft's new generation of Windows 12 operating system in the third quarter, the superposition of multiple factors is expected to promote a new round of PC replacement cycle.
In addition, AI mobile phones are also a catalyst for the recovery of the industry. In 2024, whether it is a mid-range or high-end phone, a folding or a non-folding mobile phone, AI will be the biggest selling point of the software part, reflecting the development and application capabilities of large models and the mining capabilities of terminal scenarios of various manufacturers. The market expects that the maturity of AI functions is expected to drive the overall recovery of the mobile phone industry.
(The picture of the market in the article comes from the straight flush)
编辑：张 楠 焦源源校对：亚文辉签发：孙 宏