"A-share opening express | The Shanghai Composite Index opened higher by 0.13%. DeepSeek concept remains active."

A-shares three major stock indexes collectively opened higher, with the Shanghai Composite Index up 0.13% and the Growth Enterprise Index up 0.43%. On the market, concept of DeepSeek, computing power leasing, communication services and other sectors performed well. Future Market Predictions: 1. Haitong: The spring market is unfolding, with the technology sector gaining stronger certainty under the AI wave Haitong believes that the spring market comes every year, with greater gains in bull markets, and incremental policies, fundamentals, and liquidity are catalytic factors. Leading industries in the spring market benefit from policy or industrial catalysis, such as the AI trend in 2024 catalyzing the strength of technology. The current spring market may be unfolding, with greater certainty in the technology sector under the AI wave, and real estate, consumer goods, and pharmaceuticals with expectation gaps under policy enhancement are also worth watching. 2. CITIC SEC: It is expected that the technology market centered on the AI industry chain will continue to evolve CITIC SEC believes that the spring market driven by technological change is accelerating significantly, with trading styles and structures becoming more extreme, and differentiation in the subsequent market is inevitable. The value of Chinese technology assets is being reassessed by global investors, and the valuation gap between China and the US is expected to converge. It is expected that this round of the market will continue to evolve, with structural differentiation and market rhythm becoming more crucial. It is currently recommended to strengthen sectors with strong industrial logic based on end-side AI, and later shift towards a see-saw strategy of non-US outbound markets + dividends. This article is reprinted from "Tencent Self-selected Stocks", edited by GMTEight: Xu Wenqiang.