A-share evaluation： GEM refers to the low opening, low going and close down by nearly 2%, and the AI theme is turned off.

　　The three A-share indexes fell collectively today. At the close, the Shanghai Composite Index fell by 0.71%, the Shenzhen Component Index fell by 1.49%, the Growth Enterprise Market Index fell by 1.91%, the North Stock Exchange 50 Index fell by 2.31%, and the turnover of Shanghai, Shenzhen and Beijing was 1,049.2 billion yuan, including 1,043.4 billion yuan in Shanghai and Shenzhen and 5.8 billion yuan in the North Stock Exchange. More than 4,500 stocks in the two cities fell, and the net purchase of northbound funds was 5.571 billion yuan.

　　On the theme of the sector, oil and gas resources, non-ferrous metals, quantum technology, real estate development and Xiaomi automobile concept stocks were among the top gainers; AI applications, memory chips, education, and low-altitude economic concept stocks were among the top losers.

　　On the disk, the AI theme ushered in a sharp adjustment today, with the application direction leading the decline, (), () and () falling by more than 10%, () and () closing down the daily limit, and (), () and () falling one after another. As for the memory chip sector, (), () and () fell more than 10%, and () closed the daily limit. Low-altitude economic concept stocks continued to fluctuate and weaken in the afternoon. Rice information fell by more than 10%, (), (), () and () blocked the daily limit, and many stocks such as Zongheng, () and () fell sharply. Oil and gas stocks rose against the market, () rose more than 10%, (), () daily limit, (), () and other stocks rose.

　　Plate analysis:

　　Straight flush hot stock list:

　　Transaction review:

　　At 09: 25, A shares opened, the Shanghai Composite Index opened 0.25% lower, the Shenzhen Component Index opened 0.28% lower and the Growth Enterprise Market Index opened 0.25% lower.

　　At 09:26, some pre-strong stocks continued to pull back, (), Xianheng International bid limit, Yongyue Technology fell more than 9%, () fell nearly 3%.

　　At 09:28, the concept stocks of short play games opened higher, () the daily limit of 20cm, and the daily limit of palm reading technology, () rose by more than 7%, () and () followed.

　　At 09:30, the memory chip sector opened lower. Dawei shares and Hengshuo shares fell more than 6%, and the western test fell more than 4%. Tailong shares, () and Huahai Chengke fell.

　　At 09:32 CRO concept stocks rebounded, () rose over 5%, (), Medici, () and () rose over 4%.

　　At 09: 34, most AI application concept stocks fell, Huace Film and Television fell more than 10%, () and Zhongguang Tianxuan fell more than 6%, and () and () followed.

　　At 09:36, the copper cable high-speed connection concept stocks fluctuated and fell at the beginning of the session, () fell more than 10%, Dingtong Technology and Huafeng Technology fell more than 8%, and () and () fell.

　　At 09:37, the securities sector fell at the beginning of the session, CITIC Securities fell more than 4%, and (), (), Pacific and other stocks fell.

　　At 09:39, the low-altitude economic concept stocks were active at the beginning of the session, () rose by more than 14%, (), () and () rose daily, () and () followed.

　　At 09:41, the pork plate oscillated lower at the beginning of the session, () fell more than 7%, () fell more than 5%, and (), () and () fell.

　　At 09:42, the concept stocks of quantum technology rose, () rose by over 12%, () rose by over 9%, (), Guo Dun Quantum, () and so on.

　　At 09:44, the papermaking sector oscillated higher, () daily limit, () rose over 6%, () and () were among the top gainers.

　　At 09:45, the concept stocks of computing power bottomed out, and () and () both went up, while () and () rose by more than 5%, and (), (), () and () followed suit.

　　At 09:51, the digital currency plate bottomed out and rebounded, with () and () daily limit, () rising by over 9%, and (), () and () rising with it.

　　At 10:04, photovoltaic concept stocks fluctuated and fell in early trading, and the direction of TOPCON battery led the decline. () Down limit, () down more than 8%, (), Geppet was among the top losers.

　　At 10:05 (), it rose rapidly. Before that, the ceiling was staged, and the turnover exceeded 600 million yuan.

　　At 10:22, the concept stocks of Xiaomi Automobile continued to rise, () rose by over 12%, () rose by over 8%, and (), () and () followed.

　　At 10:23, Boxin Co., Ltd. staged a world-class board, with a turnover of over 900 million yuan.

　　At 10:27, mask aligner’s concept stocks continued to rise, with () and () before the daily limit, while (), () and () were among the top gainers.

　　At 10:41, the real estate development sector rose, () rose by more than 7%, () rose by more than 4%, (), (), () and so on.

　　At 10:47, the oil and gas sector continued to strengthen, with the daily limit of Beken Energy, Zhongman Oil rose more than 6%, and (), () and cosl rose.

　　At 11:10, the non-ferrous metal plate continued to rise, () rose by more than 7%, () rose by more than 6%, and () and () followed.

　　At 11:55, Baidu Group continued to rise in the short term, and now it is over 4%. Earlier, it was reported that Baidu will provide AI functions for Apple’s iPhone16 and other devices this year.

　　At 13:02, Baidu concept stocks rose in the afternoon, Aofei data rose by more than 16%, () rose by more than 12%, Runjian shares returned to the daily limit, and () and Zhengtong Electronics rose. Earlier, it was reported that Baidu would provide AI function for iPhone16, Mac system and ios18 released by Apple this year.

　　At 13: 09, the three major indexes of A shares turned red across the board in the afternoon, and more than 2,600 stocks in the two cities rose.

　　At 13:11 BC battery concept stocks picked up in the afternoon, () and () rose by more than 4%, followed by (), () and ().

　　At 13:23, the concept stocks of low-altitude economy continued to weaken in the afternoon, and Zongheng shares fell more than 10%. Xianheng International and Yongyue Technology had previously fallen, while Lihang Technology, Beiwei Technology and Rice Information were among the top losers.

　　At 14:11, the growth enterprise market index fell to 1%, the Shanghai Composite Index fell by 0.08%, and the Shenzhen Composite Index fell by 0.6%. Nearly 4000 stocks in the two cities fell.

　　News:

　　1. Tucki Huitian "Land Carrier" type certificate (TC) application was accepted by the Civil Aviation Administration.

　　According to Tucki Huitian official micro-news, on March 21st, 2024, the type certificate (TC) application of Tucki Huitian "Land Carrier" flying car was officially accepted by China Civil Aviation Central and South Regional Administration, which indicated that this model was about to enter the airworthiness certification stage, indicating that CAAC would deeply intervene in the model development of Tucki Huitian on behalf of the public interest, and review the design compliance and safety level of products and their parts.

　　2. A-share afternoon comment: Shanghai Composite Index opened lower and went higher, rising by 0.44% for half a day, and oil and gas resources stocks strengthened.

　　The three major A-share indexes were mixed in early trading. By midday, the Shanghai Composite Index rose by 0.44%, the Shenzhen Component Index rose by 0.06%, the Growth Enterprise Market Index fell by 0.37%, the North Stock Exchange 50 Index fell by 0.34%, and the half-day turnover in Shanghai, Shenzhen and Beijing was 634 billion yuan, including 630.6 billion yuan in Shanghai and Shenzhen and 3.4 billion yuan in the North Stock Exchange. More than 2,900 stocks in the two cities fell, and northbound funds bought 2.347 billion yuan in half a day. On the theme of the sector, oil and gas, quantum technology, Xiaomi Automobile, mask aligner and real estate sectors were among the top gainers; AI applications, computing power, education, securities and pork sectors were among the top losers. On the disk, the oil and gas sector oscillated strongly in early trading, with Beken Energy and Zhunyou shares trading daily, while potential Hengxin and Zhongman Oil were among the top gainers. The quantum technology market rose at the beginning, Haofeng Technology had a daily limit of 20cm, while Keda Dachuang, Jida Zhengyuan and Guo Dun Quantum rose sharply. AI application concept stocks ushered in adjustment today. In the early stage, Huace Film and Television, a popular stock, fell by nearly 10%, while Zhongguang Natural Selection fell, and () and Palm Reading Technology all fell. The memory chip sector oscillated lower, with Dawei’s shares falling below the limit, and the western test fell by more than 8%. Tailong, Tongyou Technology and () were among the top losers. The securities sector opened lower in early trading, with CITIC Securities, () falling more than 4%, () and Founder Securities falling in succession.

　　3. Baidu will provide AI functions for Apple’s iPhone16 and other devices this year.

　　According to people familiar with the matter, Baidu will provide AI function for iPhone16, Mac system and ios18 released by Apple this year. Apple has held talks with Ali and another large domestic model company, and finally decided to provide this service by Baidu. Apple expects to adopt API interface for billing. Apple’s adoption of domestic large model AI functions for devices such as the iPhone of the Bank of China is mainly due to compliance requirements. The company can’t solve the compliance problem in the short term, but the AI functions of foreign versions of the iPhone and other devices all come from Apple’s own large model. (science and technology innovation board Daily)

　　4. Liu Liehong, Director of the National Bureau of Data: Accelerate the improvement of the basic system of data elements and launch a number of policy documents that can be implemented.

　　On March 25, Liu Liehong, director of the National Bureau of Data, said at the 2024 annual meeting of the China Development Forum that it is necessary to speed up the improvement of the basic system of data elements and accelerate the launch of a number of policy documents that can be implemented. At present, the problem of blocking the data is still outstanding, and the systems of data property rights, circulation transactions, income distribution and security governance need to be improved. (Shell Finance)