On Wednesday (April 2), the A-share market saw an overall upward trend, with major stock indices posting gains across the board and more than 3,900 stocks rising, creating a vibrant market atmosphere. Companies related to the AI industry chain performed particularly well. Hengrun Co., Ltd. (SS: 603985) hit the daily limit for three consecutive trading days, while Eastcom Technology (SZ: 300353) surged by 20% to reach its upper limit, leading the market increase.
From a news perspective, the launch of the GPT-4o version, which has native image generation capabilities, has once again sparked widespread discussion about AI technology. According to data from SensorTower, last week, ChatGPT's active user count, in-app subscription revenue, and download numbers all reached record highs, showcasing the explosive power of the AI industry in practical applications and user demand.
Additionally, Shenzhen recently released the first batch of "training power vouchers" to further promote the construction and expansion of intelligent computing power centers. As this initiative progresses, it is expected that more domestic intelligent computing power centers will be built, helping to enhance the country's technology and infrastructure levels in the AI field.
In the market, BOC International pointed out that although the AI industry chain maintains a positive outlook, the short-term A-share market may enter a phase of volatility and adjustment. Institutions believe that performance certainty will be the key factor for excess returns in the market style in April. Despite the relatively optimistic market sentiment, in the face of short-term fluctuations, investors need to focus more on the stability and sustainable growth of performance.
Overall, while the AI industry chain will continue to be an important driving force in the market, as market sentiment adjusts, investors should remain cautious in their operations and pay attention to stocks with higher performance certainty.
