New productive productivity is expected to lead the new direction of future industrial investment!Analysis of the trend of the broader market next week!

The sales of the Shanghai and Shenzhen cities on Friday were 922 billion yuan.More than 4,300 stocks in the two cities rose, and the net sold of 92 million yuan in northbound funds was sold.In the theme of the sector, the Sora concept stocks have risen two cities throughout the day. Robotic concept stocks and the automotive industry chain rose after noon.The increase in the AI and other sectors has risen, and coal stocks have risen. Chunjiang Fortune Published on February 5th , "If, if Xiaoyinxing on February 1 is regarded as a decline in relay signal, calculated according to the technical degree, this mornings low point2635 has fallen in place. As far as short -term prediction is concerned, 2635 has entered the bottom area of the decline in the rotation. Netizens may wish to pay some attention to this.However, in the strategy of buying more and more buying more and more, I boldly use the lowest price, I wish you the minimum price. " As a result, the Shanghai Index was built at the 2635 -point wave section as scheduled.It has been closed on Friday, and the highest point has risen to 3009 points.The maximum increase in the period is as high as 374 points.So, where will the broader market go from? On Friday, there are mainly the following major messages affecting the market: First, according to the latest data statistics of the Federation of Federation, the domestic narrow passenger car production, wholesale and retail volume continued to remain in JanuaryIt is above 2 million vehicles and shows a sharp rise year -on -year.Among them, in January 2024, the retail sales of new energy passenger cars were 668,000 units, an increase of 101.8%year -on -year.Affected by this, the new energy vehicle sector 6-day 5 boards, 6 days 3 boards, Wuzhou New Year 4 days 2 boards, Selis, Donganan, DonganMore than 10%of the power such as power recorded by more than 10%... The main funds of the automobile and the car parts section reached 945 million yuan and 474 million yuan on Friday, ranking first and third in the two cities.In terms of individual stocks, Selis and Changan Automobile received the net inflow of main funds on Friday 589 million yuan and 421 million yuan, ranking the top two in individual stocks. Second, driven by the Sora Wensheng video model hotspot, the AI market AI concept stocks continued to explode.Zhou Hongyi, the founder of 360 Group, highly evaluated Soras breakthrough in the field of artificial intelligence. "It realizes the ability of the machines perception, observation and interaction with the machine, that is to say, it really makes eye -catching artificial intelligence." Many listed companies have a listed company.Actively stated that Sora related products and applications are in the primary stages and need to be further studied. According to their own business characteristics, they will find breakthrough entrances in Wensheng video technology landing and SORA applications.Affected by this, the concept of AI continues to be active, among which Sora concept stocks lead their daily limit, Virgard 20CM6 consecutive boards, national pulse culture and other daily limit; CPO concept stocks have risen, Risangda, Mingpu optical magnetic daily limit; computing power concept stocks are strong, copper, copperDaily daily limit, high -tech development, cloud Sai Zhilian and other daily limit. Third, since its debut last year, "new productivity" has become the focus of media reports. said that new productive productivity is expected to lead the new direction of future industrial investment.According to the development direction of new productivity, artificial intelligence, computing power, industrial mother machine, industrial Internet, humanoid robot, brain interface, 6G and other fields may have greater opportunities.Affected by this, the concept of new quality productive forces broke out across the board. Clai Electromechanical 11 consecutive boards, Jinglun Electronics, Claus, Jie forging Smart, Mingzhi Electric and other nearly 20 seals. Fourth, Huatai Securities Research Report stated that in the past 10 years, the rapid development of the emergence of the mobile Internet has injected long -term development momentum into the light module industry; looking forward to the future, AI will open the optical module industry to open the light module industryThe new round of growth cycle is expected to bring positive changes to the industry for a long time.Optimistic about the development opportunities of optical communication manufacturers who cut into the supply chain of overseas head cloud manufacturers.It also believes that the light module can compare the liquor and medical beauty of the year, and can create a record high when the market emotions are warmed. The logic is to benefit from the global AI explosion, driving the rising industrial prosperity and substantial performance.Affected by this, the optical communication sectors Mingpu Light Magnetic, Risangda, Zhongjing Electronics, and Alaide have recorded more than 10%of the increase. Looking at the market outlook: It is necessary to point out that on Friday, the net outflow of the three major weight sectors of securities, oil, coal, and banks on Friday reached 463 million yuan, 459 million yuan, 451 million yuan, 402 million yuan, Ranked fourth, fifth, sixth, and eighth in the two cities.There is a momentum of the weight of the weight. From the K -line diagram, the Shanghai Index has now been collected in a row, and today is the position of the first half of the year.After a week of tireless offensive, the market is currently the top of the daily line level, and the top -level level is about to form.In terms of short -term predictions, the market is expected to build the top of the weekly level next week, or present a trend of preemptive and rejuvenation. Next week, the overall decline in the market will be the main decline. Netizens may wish to pay some attention to this. (The words of a family are for reference only. Everyones analysis cannot be completely correctly requested)