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Full Market Recap: March 5, 2026 (7th Day of the 2nd Lunar Month, Bingwu Year)
Market Overview
On this day, the Fourth Session of the 14th National People’s Congress opened. The market opened higher and pulled back in the afternoon, with all three major indices closing in positive territory.
Shanghai Composite Index: closed at 4,108.57 points, up 26.10 points (+0.64%).
Shenzhen Component Index: closed at 14,088.84 points, up 171.09 points (+1.23%).
ChiNext Index: closed at 3,216.94 points, up 52.57 points (+1.66%), having risen more than 3% intraday.
Trading Volume Capital Flows
Total turnover across both exchanges reached 2.4126 trillion yuan, remaining firmly above the 2.4-trillion-yuan mark, indicating intense trading activity.
Net inflow of mainboard capital stood at 334 million yuan, showing continued willingness to enter the market, though slightly weaker than the previous session.
Gainers Losers
Advancing stocks: 4,079; Declining stocks: 1,306.
Limit-up stocks: 79; Limit-down stocks: 7.
Average return of yesterday’s limit-up stocks today: 2.50%, reflecting decent short-term sentiment.
With over 4,000 stocks rising, the market exhibited strong profit-making effects; however, the afternoon pullback left late buyers potentially sitting on floating losses.
Large-Cap vs. Small-Cap Performance
No clear style bias emerged (1.0% vs. 0.9%), with small-caps slightly outperforming in a balanced market.
Communications, power equipment, machinery, and electronics led gains, with growth styles remaining dominant. Over 4,000 stocks rose, marking a broad-based rally.
Sector Profitability
First Tier: Electronics Power Equipment (Top Capital Inflows)
Electronics: net main capital inflow of 7.391 billion yuan, ranking first among all sectors.
Power equipment: 5.939 billion yuan.
Communications: 3.438 billion yuan.
Computers: 1.85 billion yuan.
MicroLED saw a surge in limit-ups: Longteng Optoelectronics, HC Semitek, Jucan Optoelectronics, and Jufei Optoelectronics all hit 20% limit-ups; Nationstar Optoelectronics, Sanan Optoelectronics, and others also locked limit-ups. Sanan Optoelectronics had a buy order of 492 million yuan, among the largest individual stock inflows. The optical optoelectronics sector posted strong overall gains.
Second Tier: Power Grid Equipment (Frequent Consecutive Limit-Ups)
Power grid equipment maintained strength: XD Electric hit a new high with a limit-up; Hanhe Cable, Jicheng Electronics, and Shunna Co. recorded 2 consecutive limit-ups. Tongguang Cable rose 20.02%, standing out. Dongfang Electric, Shanghai Electric, and others also hit limit-ups. The launch of a $75 billion U.S. grid project boosted export prospects for power equipment.
Third Tier: CPO AI Computing Power (Tech Continues to Thrive)
New Fuzhou Precision: main capital inflow exceeded 2.4 billion yuan, tied for first with Yanshan Technology.
Innovative Photonic: main capital inflow also topped 1 billion yuan.
Optical module stocks were lifted by news of N VIDI A’s investment in an optical company.
Yanshan Technology hit a limit-up with a main capital inflow of 2.486 billion yuan, the highest since September 3, 2025. Minister of Industry and Information Technology Li Lecheng stated that AI has become a strong growth driver for high-quality economic development, with China’s core AI industry scale exceeding 1.2 trillion yuan in 2025.
Fourth Tier: Quantum Tech Brain-Computer Engineering (Policy Catalysts)
Quantum tech was active: Shenzhou Information hit a limit-up; QuantumCTek rose over 10%. Brain-computer engineering stocks strengthened: Nanjing Panda rose over 8%. Benefiting from government work report support for tech innovation, these sectors performed well amid rotation.
Loss-Making Sectors
Agriculture, forestry, animal husbandry fishery, petroleum petrochemicals, and non-ferrous metals led declines.
Agriculture, forestry, animal husbandry fishery: -2.02% (worst performer).
Petroleum petrochemicals: -1.81%.
Non-ferrous metals: largest net main capital outflow of 4.214 billion yuan.
Defense military: 2.39 billion yuan outflow.
Agriculture, forestry, animal husbandry fishery: over 1.8 billion yuan outflow.
Top outflow stocks:
Topway Information: 1.117 billion yuan (largest outflow).
-洲际油气, Hunan Gold, and Bowei Storage: each saw outflows exceeding 600 million yuan.
International gold prices retreated, pressuring gold stocks: Hunan Gold fell nearly 5%; Shandong Gold dropped over 2%. Oil gas stocks pulled back in the afternoon: ShuiFa Gas hit limit-down; PetroChina fell over 4%.
Rotation Characteristics
Sector rotation showed a stark divergence.
Top pick: Electronics, power equipment, communications (tech growth) – ★★★★★ profit effect; sustained capital inflows, with electronics leading at 7.391 billion yuan; widespread limit-ups形成板块效应.
Second pick: Quantum tech, brain-computer engineering – ★★★★ profit effect; policy-driven, with QuantumCTek, Shenzhou Information, etc., standing out.
Third pick: Education, machinery – ★★★ profit effect; partial strength within sectors, sustainability to be observed.
Avoid: Agriculture, forestry, animal husbandry fishery, petroleum petrochemicals, non-ferrous metals – major capital outflows; seed and oil gas stocks corrected sharply; non-ferrous metals saw 4.214 billion yuan outflow, in sharp contrast to tech stocks.
News Catalysts
The Fourth Session of the 14th National People’s Congress opened; Premier Li Qiang delivered the government work report, setting a 4.5%–5% GDP growth target for 2026, planning a deficit ratio of around 4%, and proposing to issue 1.3 trillion yuan in ultra-long special treasury bonds.
Minister Li Lecheng noted China’s core AI industry scale exceeded 1.2 trillion yuan in 2025, with AI becoming a strong growth driver.
A $75 billion U.S. grid project launched, boosting power equipment stocks.
International oil prices rose amid geopolitical tensions: WTI crude up 3% to $76.91/bbl; Brent crude up 2.8% to $83.68/bbl.
Commentary
Today’s market saw rising policy expectations during the Two Sessions window, with the tech主线 making a strong comeback. Electronics and power equipment shone brightly; MicroLED sparked a limit-up frenzy; CPO remained active; and bullish sentiment ran high.
Three key signals:
Turnover held above 2.41 trillion yuan, keeping market heat intact.
Main capital inflow of 334 million yuan, though small, signaled buying interest.
Capital shifted decisively from cyclicals (agriculture, oil, non-ferrous metals) to tech growth, with non-ferrous metals seeing 4.214 billion yuan outflow.
Tech innovation is the core主线 during the Two Sessions. The government work report’s clear support for high-tech manufacturing has injected strong momentum into tech sectors. Historically, policy-benefiting sectors tend to outperform during the Two Sessions. Electronics, power equipment, and CPO have already delivered sustained profits with continuous capital inflows, likely becoming the main theme of the spring rally.
Risks: The afternoon pullback (ChiNext rose over 3% intraday but closed only +1.66%) left late buyers vulnerable to floating losses. Rapid sector rotation may lead to分化 tomorrow. Investors should follow capital flows, focus on policy and earnings, and avoid chasing pure speculative themes.
Outlook: If turnover stays above 2.4 trillion yuan, the tech rally can continue; a volume drop would raise pullback risks from fast rotation. March brings intensive annual report disclosures, where earnings delivery will be the key test.
Tomorrow’s Watchlist
Whether turnover can stay above 2.4 trillion yuan.
Whether electronics and power equipment will see分化.
Whether CPO consecutive limit-up stocks can extend strength.
Whether cyclicals (agriculture, oil, etc.) can stabilize.
Northbound capital movements.
丙午年二月初七（2026年3月5日）股市复盘全览
盘势总览
是日，十四届全国人大四次会议开幕，市场全天冲高回落，三大指数悉数收红。
上证指数：收报4108.57点，涨26.10点（+0.64%）。
深证成指：收报14088.84点，涨171.09点（+1.23%）。
创业板指：收报3216.94点，涨52.57点（+1.66%），盘中一度涨超3%。
量能与资金
两市合计成交额2.4126万亿元，稳居2.4万亿关口之上，交投极为活跃。
大盘主力资金净流入3.34亿元，入场意愿仍存，但较前日有所收敛。
涨跌家数
上涨：4079家；下跌：1306家。
涨停：79家；跌停：7家。
昨日涨停股今日平均收益：2.50%，短线情绪尚可。
上涨家数超四千，赚钱效应显著；但午后指数回落，追高者或现浮亏。
大小盘风格
大小盘无明显偏向（1.0% : 0.9%），均衡格局下小盘略强。通信、电力设备、机械设备、电子领涨，成长风格占优。两市超4000只个股上涨，普涨格局明确。
板块赚钱效应
第一梯队：电子、电力设备（资金流入居首）
电子：主力净流入73.91亿元，行业第一。
电力设备：59.39亿元。
通信：34.38亿元。
计算机：18.5亿元。
MicroLED掀起涨停潮：龙腾光电、华灿光电、聚灿光电、聚飞光电均20CM涨停；国星光电、三安光电等多股封板。三安光电封单4.92亿元，个股前列。光学光电子整体涨幅居前。
第二梯队：电网设备（连板频现）
电网设备延续强势：中国西电涨停创新高；汉缆股份、积成电子、顺钠股份均2连板。通光线缆涨20.02%，表现亮眼。东方电气、上海电气等多股涨停。美国750亿美元电网项目启动，电力设备迎出口机遇。
第三梯队：CPO与AI算力（科技持续活跃）
新易盛：主力净流入超24亿元，与岩山科技并列第一。
中际旭创：主力净流入超10亿元。
光模块受英伟达投资光学公司消息提振，持续走强。
岩山科技涨停，主力净流入24.86亿元，创2025年9月3日以来新高。工信部部长李乐成表示，人工智能已成经济高质量发展“强劲增量”，2025年我国AI核心产业规模超1.2万亿元。
第四梯队：量子科技、人脑工程（政策催化）
量子科技活跃：神州信息涨停；国盾量子涨超10%。人脑工程走强：南京熊猫涨超8%。受益政府工作报告支持科技创新，板块轮动中表现突出。
亏钱效应集中地
农林牧渔、石油石化、有色金属领跌。
农林牧渔：-2.02%（跌幅第一）。
石油石化：-1.81%。
有色金属：主力净流出42.14亿元（最多）。
国防军工：23.9亿元净流出。
农林牧渔：超18亿元净流出。
个股流出前列：
拓维信息：11.17亿元（流出榜首）。
洲际油气、湖南黄金、佰维存储：均超6亿元净流出。
国际金价回落压制黄金股：湖南黄金跌近5%；山东黄金跌超2%。油气股午后冲高回落：水发燃气跌停；中石油跌超4%。
轮动特征
板块轮动分化明显。
首选：电子、电力设备、通信（科技成长）——★★★★★赚钱效应；资金持续涌入，电子净流入73.91亿居首，多股涨停形成板块效应。
次选：量子科技、人脑工程——★★★★赚钱效应；政策催化，国盾量子、神州信息等表现突出。
再选：教育、机械设备——★★★赚钱效应；局部活跃，持续性待观察。
规避：农林牧渔、石油石化、有色金属——资金流出重灾区；种业、油气股大幅调整；有色金属净流出42.14亿，与科技股形成鲜明对比。
消息面
十四届全国人大四次会议开幕，总理李强作政府工作报告：2026年GDP目标4.5%–5%，赤字率拟按4%安排，拟发行1.3万亿元超长期特别国债。
工信部部长李乐成：2025年我国AI核心产业规模超1.2万亿元，AI成经济高质量发展“强劲增量”。
美国750亿美元电网项目启动，提振电力设备股。
国际油价：地缘冲突影响，WTI涨3%至76.91美元/桶；布伦特涨2.8%至83.68美元/桶。
太史公曰
今日市场，两会窗口期政策预期升温，科技主线强势回归。电子、电力设备双星闪耀，MicroLED掀涨停潮，CPO持续活跃，做多情绪高涨。
三大关键信号：
成交稳于2.41万亿，市场热度不减。
主力净流入3.34亿，虽微显入场之意。
资金从周期（农林、油气、有色）撤离，向科技成长切换意图明确，有色净流出42.14亿。
两会期间，科技创新为核心主线。政府工作报告明确支持高技术制造业，为科技板块注入强心剂。历史经验，两会政策受益板块往往活跃。当前电子、电力设备、CPO等已走出连续赚钱效应，主力资金持续流入，或为春季行情主线。
警惕：指数冲高回落，创业板指盘中涨超3%收盘仅+1.66%，追高者或有浮亏。热点轮动快，明日或分化。操作宜紧跟资金流向，立足政策与业绩双线布局，规避追高纯题材。
后市：成交若维持2.4万亿以上，科技行情可续；量能萎缩则防轮动过快回调。三月年报密集披露，业绩兑现能力成试金石。
明日关注
量能能否维持2.4万亿以上。
电子、电力设备是否分化。
CPO连板股能否延续强势。
农林牧渔、石油石化等周期是否企稳。
北向资金动向。
Market Overview
On this day, the Fourth Session of the 14th National People’s Congress opened. The market opened higher and pulled back in the afternoon, with all three major indices closing in positive territory.
Shanghai Composite Index: closed at 4,108.57 points, up 26.10 points (+0.64%).
Shenzhen Component Index: closed at 14,088.84 points, up 171.09 points (+1.23%).
ChiNext Index: closed at 3,216.94 points, up 52.57 points (+1.66%), having risen more than 3% intraday.
Trading Volume Capital Flows
Total turnover across both exchanges reached 2.4126 trillion yuan, remaining firmly above the 2.4-trillion-yuan mark, indicating intense trading activity.
Net inflow of mainboard capital stood at 334 million yuan, showing continued willingness to enter the market, though slightly weaker than the previous session.
Gainers Losers
Advancing stocks: 4,079; Declining stocks: 1,306.
Limit-up stocks: 79; Limit-down stocks: 7.
Average return of yesterday’s limit-up stocks today: 2.50%, reflecting decent short-term sentiment.
With over 4,000 stocks rising, the market exhibited strong profit-making effects; however, the afternoon pullback left late buyers potentially sitting on floating losses.
Large-Cap vs. Small-Cap Performance
No clear style bias emerged (1.0% vs. 0.9%), with small-caps slightly outperforming in a balanced market.
Communications, power equipment, machinery, and electronics led gains, with growth styles remaining dominant. Over 4,000 stocks rose, marking a broad-based rally.
Sector Profitability
First Tier: Electronics Power Equipment (Top Capital Inflows)
Electronics: net main capital inflow of 7.391 billion yuan, ranking first among all sectors.
Power equipment: 5.939 billion yuan.
Communications: 3.438 billion yuan.
Computers: 1.85 billion yuan.
MicroLED saw a surge in limit-ups: Longteng Optoelectronics, HC Semitek, Jucan Optoelectronics, and Jufei Optoelectronics all hit 20% limit-ups; Nationstar Optoelectronics, Sanan Optoelectronics, and others also locked limit-ups. Sanan Optoelectronics had a buy order of 492 million yuan, among the largest individual stock inflows. The optical optoelectronics sector posted strong overall gains.
Second Tier: Power Grid Equipment (Frequent Consecutive Limit-Ups)
Power grid equipment maintained strength: XD Electric hit a new high with a limit-up; Hanhe Cable, Jicheng Electronics, and Shunna Co. recorded 2 consecutive limit-ups. Tongguang Cable rose 20.02%, standing out. Dongfang Electric, Shanghai Electric, and others also hit limit-ups. The launch of a $75 billion U.S. grid project boosted export prospects for power equipment.
Third Tier: CPO AI Computing Power (Tech Continues to Thrive)
New Fuzhou Precision: main capital inflow exceeded 2.4 billion yuan, tied for first with Yanshan Technology.
Innovative Photonic: main capital inflow also topped 1 billion yuan.
Optical module stocks were lifted by news of N VIDI A’s investment in an optical company.
Yanshan Technology hit a limit-up with a main capital inflow of 2.486 billion yuan, the highest since September 3, 2025. Minister of Industry and Information Technology Li Lecheng stated that AI has become a strong growth driver for high-quality economic development, with China’s core AI industry scale exceeding 1.2 trillion yuan in 2025.
Fourth Tier: Quantum Tech Brain-Computer Engineering (Policy Catalysts)
Quantum tech was active: Shenzhou Information hit a limit-up; QuantumCTek rose over 10%. Brain-computer engineering stocks strengthened: Nanjing Panda rose over 8%. Benefiting from government work report support for tech innovation, these sectors performed well amid rotation.
Loss-Making Sectors
Agriculture, forestry, animal husbandry fishery, petroleum petrochemicals, and non-ferrous metals led declines.
Agriculture, forestry, animal husbandry fishery: -2.02% (worst performer).
Petroleum petrochemicals: -1.81%.
Non-ferrous metals: largest net main capital outflow of 4.214 billion yuan.
Defense military: 2.39 billion yuan outflow.
Agriculture, forestry, animal husbandry fishery: over 1.8 billion yuan outflow.
Top outflow stocks:
Topway Information: 1.117 billion yuan (largest outflow).
-洲际油气, Hunan Gold, and Bowei Storage: each saw outflows exceeding 600 million yuan.
International gold prices retreated, pressuring gold stocks: Hunan Gold fell nearly 5%; Shandong Gold dropped over 2%. Oil gas stocks pulled back in the afternoon: ShuiFa Gas hit limit-down; PetroChina fell over 4%.
Rotation Characteristics
Sector rotation showed a stark divergence.
Top pick: Electronics, power equipment, communications (tech growth) – ★★★★★ profit effect; sustained capital inflows, with electronics leading at 7.391 billion yuan; widespread limit-ups形成板块效应.
Second pick: Quantum tech, brain-computer engineering – ★★★★ profit effect; policy-driven, with QuantumCTek, Shenzhou Information, etc., standing out.
Third pick: Education, machinery – ★★★ profit effect; partial strength within sectors, sustainability to be observed.
Avoid: Agriculture, forestry, animal husbandry fishery, petroleum petrochemicals, non-ferrous metals – major capital outflows; seed and oil gas stocks corrected sharply; non-ferrous metals saw 4.214 billion yuan outflow, in sharp contrast to tech stocks.
News Catalysts
The Fourth Session of the 14th National People’s Congress opened; Premier Li Qiang delivered the government work report, setting a 4.5%–5% GDP growth target for 2026, planning a deficit ratio of around 4%, and proposing to issue 1.3 trillion yuan in ultra-long special treasury bonds.
Minister Li Lecheng noted China’s core AI industry scale exceeded 1.2 trillion yuan in 2025, with AI becoming a strong growth driver.
A $75 billion U.S. grid project launched, boosting power equipment stocks.
International oil prices rose amid geopolitical tensions: WTI crude up 3% to $76.91/bbl; Brent crude up 2.8% to $83.68/bbl.
Commentary
Today’s market saw rising policy expectations during the Two Sessions window, with the tech主线 making a strong comeback. Electronics and power equipment shone brightly; MicroLED sparked a limit-up frenzy; CPO remained active; and bullish sentiment ran high.
Three key signals:
Turnover held above 2.41 trillion yuan, keeping market heat intact.
Main capital inflow of 334 million yuan, though small, signaled buying interest.
Capital shifted decisively from cyclicals (agriculture, oil, non-ferrous metals) to tech growth, with non-ferrous metals seeing 4.214 billion yuan outflow.
Tech innovation is the core主线 during the Two Sessions. The government work report’s clear support for high-tech manufacturing has injected strong momentum into tech sectors. Historically, policy-benefiting sectors tend to outperform during the Two Sessions. Electronics, power equipment, and CPO have already delivered sustained profits with continuous capital inflows, likely becoming the main theme of the spring rally.
Risks: The afternoon pullback (ChiNext rose over 3% intraday but closed only +1.66%) left late buyers vulnerable to floating losses. Rapid sector rotation may lead to分化 tomorrow. Investors should follow capital flows, focus on policy and earnings, and avoid chasing pure speculative themes.
Outlook: If turnover stays above 2.4 trillion yuan, the tech rally can continue; a volume drop would raise pullback risks from fast rotation. March brings intensive annual report disclosures, where earnings delivery will be the key test.
Tomorrow’s Watchlist
Whether turnover can stay above 2.4 trillion yuan.
Whether electronics and power equipment will see分化.
Whether CPO consecutive limit-up stocks can extend strength.
Whether cyclicals (agriculture, oil, etc.) can stabilize.
Northbound capital movements.
丙午年二月初七（2026年3月5日）股市复盘全览
盘势总览
是日，十四届全国人大四次会议开幕，市场全天冲高回落，三大指数悉数收红。
上证指数：收报4108.57点，涨26.10点（+0.64%）。
深证成指：收报14088.84点，涨171.09点（+1.23%）。
创业板指：收报3216.94点，涨52.57点（+1.66%），盘中一度涨超3%。
量能与资金
两市合计成交额2.4126万亿元，稳居2.4万亿关口之上，交投极为活跃。
大盘主力资金净流入3.34亿元，入场意愿仍存，但较前日有所收敛。
涨跌家数
上涨：4079家；下跌：1306家。
涨停：79家；跌停：7家。
昨日涨停股今日平均收益：2.50%，短线情绪尚可。
上涨家数超四千，赚钱效应显著；但午后指数回落，追高者或现浮亏。
大小盘风格
大小盘无明显偏向（1.0% : 0.9%），均衡格局下小盘略强。通信、电力设备、机械设备、电子领涨，成长风格占优。两市超4000只个股上涨，普涨格局明确。
板块赚钱效应
第一梯队：电子、电力设备（资金流入居首）
电子：主力净流入73.91亿元，行业第一。
电力设备：59.39亿元。
通信：34.38亿元。
计算机：18.5亿元。
MicroLED掀起涨停潮：龙腾光电、华灿光电、聚灿光电、聚飞光电均20CM涨停；国星光电、三安光电等多股封板。三安光电封单4.92亿元，个股前列。光学光电子整体涨幅居前。
第二梯队：电网设备（连板频现）
电网设备延续强势：中国西电涨停创新高；汉缆股份、积成电子、顺钠股份均2连板。通光线缆涨20.02%，表现亮眼。东方电气、上海电气等多股涨停。美国750亿美元电网项目启动，电力设备迎出口机遇。
第三梯队：CPO与AI算力（科技持续活跃）
新易盛：主力净流入超24亿元，与岩山科技并列第一。
中际旭创：主力净流入超10亿元。
光模块受英伟达投资光学公司消息提振，持续走强。
岩山科技涨停，主力净流入24.86亿元，创2025年9月3日以来新高。工信部部长李乐成表示，人工智能已成经济高质量发展“强劲增量”，2025年我国AI核心产业规模超1.2万亿元。
第四梯队：量子科技、人脑工程（政策催化）
量子科技活跃：神州信息涨停；国盾量子涨超10%。人脑工程走强：南京熊猫涨超8%。受益政府工作报告支持科技创新，板块轮动中表现突出。
亏钱效应集中地
农林牧渔、石油石化、有色金属领跌。
农林牧渔：-2.02%（跌幅第一）。
石油石化：-1.81%。
有色金属：主力净流出42.14亿元（最多）。
国防军工：23.9亿元净流出。
农林牧渔：超18亿元净流出。
个股流出前列：
拓维信息：11.17亿元（流出榜首）。
洲际油气、湖南黄金、佰维存储：均超6亿元净流出。
国际金价回落压制黄金股：湖南黄金跌近5%；山东黄金跌超2%。油气股午后冲高回落：水发燃气跌停；中石油跌超4%。
轮动特征
板块轮动分化明显。
首选：电子、电力设备、通信（科技成长）——★★★★★赚钱效应；资金持续涌入，电子净流入73.91亿居首，多股涨停形成板块效应。
次选：量子科技、人脑工程——★★★★赚钱效应；政策催化，国盾量子、神州信息等表现突出。
再选：教育、机械设备——★★★赚钱效应；局部活跃，持续性待观察。
规避：农林牧渔、石油石化、有色金属——资金流出重灾区；种业、油气股大幅调整；有色金属净流出42.14亿，与科技股形成鲜明对比。
消息面
十四届全国人大四次会议开幕，总理李强作政府工作报告：2026年GDP目标4.5%–5%，赤字率拟按4%安排，拟发行1.3万亿元超长期特别国债。
工信部部长李乐成：2025年我国AI核心产业规模超1.2万亿元，AI成经济高质量发展“强劲增量”。
美国750亿美元电网项目启动，提振电力设备股。
国际油价：地缘冲突影响，WTI涨3%至76.91美元/桶；布伦特涨2.8%至83.68美元/桶。
太史公曰
今日市场，两会窗口期政策预期升温，科技主线强势回归。电子、电力设备双星闪耀，MicroLED掀涨停潮，CPO持续活跃，做多情绪高涨。
三大关键信号：
成交稳于2.41万亿，市场热度不减。
主力净流入3.34亿，虽微显入场之意。
资金从周期（农林、油气、有色）撤离，向科技成长切换意图明确，有色净流出42.14亿。
两会期间，科技创新为核心主线。政府工作报告明确支持高技术制造业，为科技板块注入强心剂。历史经验，两会政策受益板块往往活跃。当前电子、电力设备、CPO等已走出连续赚钱效应，主力资金持续流入，或为春季行情主线。
警惕：指数冲高回落，创业板指盘中涨超3%收盘仅+1.66%，追高者或有浮亏。热点轮动快，明日或分化。操作宜紧跟资金流向，立足政策与业绩双线布局，规避追高纯题材。
后市：成交若维持2.4万亿以上，科技行情可续；量能萎缩则防轮动过快回调。三月年报密集披露，业绩兑现能力成试金石。
明日关注
量能能否维持2.4万亿以上。
电子、电力设备是否分化。
CPO连板股能否延续强势。
农林牧渔、石油石化等周期是否企稳。
北向资金动向。
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