A股龙年开门红，人工智能板块疯狂上涨
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">作者 | 周松涛</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;"><span style="color: black;">源自</span> | 首席财经观察</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">A股股民在等待了10天之后，<span style="color: black;">最终</span>等到A股开盘。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">今天，A股<span style="color: black;">亦</span>不负众望，迎来了龙年开门红，三大指数<span style="color: black;">所有</span>大涨，截止收盘，沪指涨1.56%站上2900点，收报2910.54点；深证成指涨0.93%，收报8902.33点；创业板指涨1.13%，收报1746.42点，两市成交量达到9572亿元。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><img src="https://mmbiz.qpic.cn/mmbiz_png/Rc6FicvSJ6YNpLKvuZG0JXvvMEoOiaElIbs1JNq9j9nNjicTqUibtGLxWiajt6micn5hz8l3seP9FFvuOQqT7nib2RL2w/640?wx_fmt=png&from=appmsg&tp=webp&wxfrom=5&wx_lazy=1&wx_co=1" style="width: 50%; margin-bottom: 20px;"></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><strong style="color: blue;"><span style="color: black;">两市超过4200只个股上涨，其中AI概念股全面大爆发，多只个股20%涨停。</span></strong></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">2月16日，OpenAI的最新文生视频大模型“Sora”横空出世，瞬间<span style="color: black;">作为</span>资本市场最火热的<span style="color: black;">专题</span>。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">在Sora官网上，OpenAI写道：“<span style="color: black;">咱们</span>正在教AI理解和模拟运动中的<span style="color: black;">理学</span>世界，目的是训练模型<span style="color: black;">帮忙</span>人们<span style="color: black;">处理</span>需要现实世界互动的问题。”</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">相较于此前的视频生成模型，Sora在底层模型和算法上进行了创新，被业界<span style="color: black;">叫作</span>为视频生成<span style="color: black;">行业</span>的里程碑。<span style="color: black;">因此呢</span>，Sora的<span style="color: black;">面世</span>令世人惊呼：现实不存在了！</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">从自动生成文字到自动生成<span style="color: black;">照片</span>，再到现如今自动生成视频，人工智能大模型技术在加速迭代。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">Sora<span style="color: black;">做为</span>文字转视频模型，能够严格<span style="color: black;">按照</span>用户输入的提示词、文本指令或静态图像，生成长达1分钟的视频，保持较高的视觉质量。据OpenAI官网介绍，该<span style="color: black;">机构</span>正在<span style="color: black;">奋斗</span>教人工智能“理解和模拟处在运动<span style="color: black;">其中</span>的<span style="color: black;">理学</span>世界”。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;">这<span style="color: black;">亦</span>直接引爆了A股的人工智能板块，<span style="color: black;">不外</span>，肯定有<span style="color: black;">非常多</span>股票上涨指数蹭了sora的概念和热度，<span style="color: black;">机构</span>的经营范畴可能并无这方面的业务，抑或是对<span style="color: black;">机构</span>的业绩没有影响，<span style="color: black;">或</span>影响不大，投资者<span style="color: black;">必定</span>要仔细甄别。</p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;">开门红之后，A股还会继续表现吗？</p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">公司</span>纷纷给出了肯定的答案。</p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;">中信证券<span style="color: black;">暗示</span>，预计<span style="color: black;">将来</span>短期内，央企分红回购力度或将加强，现金流<span style="color: black;">关联</span>指标值得关注。</p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">浙商证券<span style="color: black;">暗示</span>，针对估值，多项指标<span style="color: black;">表示</span>市场<span style="color: black;">已然</span>基本进入历史底部区域；针对盈利，稳增长政策加码，高质量发展助力，整体盈利有望迎逐步修复，结构亮点有望逐步显现。市场基本进入历史底部区间，此时应以<span style="color: black;">阳光</span>的<span style="color: black;">心理</span>去把握机会，密切关注政策和产业的积极变化。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">国泰君安<span style="color: black;">暗示</span><span style="color: black;">思虑</span>到前期中小市值板块的深度<span style="color: black;">调节</span>，以及历史低位的两融担保比例水平，高<span style="color: black;">危害</span>偏好投资者预期修正已基本结束，微观交易结构出清带来的“交易底”<span style="color: black;">已然</span>得到确认。</span></p>
<p style="font-size: 16px; color: black; line-height: 40px; text-align: left; margin-bottom: 15px;"><span style="color: black;">后续市场将步入春节至两会政策、数据、业绩空窗期，1月超预期的信贷<span style="color: black;">需要</span>、资本市场监管优化以及活跃资本市场<span style="color: black;">针对</span>流动性的呵护，或将带来投资者<span style="color: black;">心情</span>的改善与空头回补，节后短期反弹窗口有望延续。</span></p>
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