【AH互动】A股午后表现反复 沪指收涨0.43% AI制药、云计算等板块涨幅居前

金吾财讯
14 Feb

金吾财讯 | A股午后表现反复,沪指一度翻绿后再度转升,截至收盘,沪指涨0.43%,深成指涨1.16%,创业板指涨1.8%。沪深两市全天成交额1.72万亿,较上个交易日缩量1048亿。盘面上看,全市场近2800只个股下跌。板块方面,AI制药、软件开发、云计算等板块涨幅居前;培育钻石、房地产、免税概念等板块跌幅居前。光大证券发布研究报告称,近期,国内AI公司深度求索(DeepSeek)推出新一代大模型,凭借其高效的计算性能、低训练成本及多场景适配能力,展现出显著的商业化潜力,有望引领行业变革。DeepSeek的崛起不仅彰显了我国AI技术的迅猛发展态势,更为全球AI产业开辟了崭新的思路。AI拉动芯片、数据中心等需求,关注核心材料国产化进程。

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