[Yesterday’s market review] On September 4th, the three major indexes collectively rose higher and fell back slightly to close higher on the last trading day, with the Kechuang 50 opening high and falling 0.4%. The turnover of Shanghai and Shenzhen stock markets was 1.76 trillion, a decrease of 32.3 billion from the previous trading day, continuing to hit a new low. 1) Benefiting from the resonance of domestic and foreign demand, the concept of liquid-cooled servers continues to be strong. Feilong shares, the leader of the trend group, hit the daily limit and hit a record high. Jitai shares and Jindi shares achieved consecutive promotions. Many 10 cm trend group stocks such as Jinfu Technology, Dayuan Pump Industry, and Hongsheng shares have reached their daily limit. 2) The concept of AI programming suddenly emerged. Jinxiandai, Xinju Network, and Massive Data closed their daily limits shortly after the opening. However, the trend of follow-up products in the sector was relatively quiet. Puyuan Information, Xinghuan Technology, etc. all retreated sharply from the day's highs. 3) On the evening of September 3, Tesla will hold an exclusive launch conference for the new CyberCab. This model is Tesla’s first mass-produced model built entirely around the driverless online ride-hailing scenario. Musk previously stated at the G20 meeting that the number of humanoid robots worldwide will reach 1 billion in the next ten years. Robotics and intelligent driving concepts simultaneously launched strong repairs today. Koyo shares were promoted to the second consecutive board. Many stocks such as MOONSHI Electric, Aistar, and Volkswagen closed their daily limits. Yushu Technology, whose share price was once cut in half from its listing high, soared by more than 3.5% in early trading. 4) Multiple factors such as the El Niño phenomenon and the situation in the Middle East continue to affect the shipping market, and the Baltic Dry Bulk BDI Index hit a new high since December 5, 2023. As of the end of August, the daily revenue of the Saudi-China VLCC (very large crude oil carrier) route has risen to approximately US$656,000 per day, an increase of more than 10 times from a year ago. The shipping sector bucked the trend and was active throughout the day, with Haitong Development rising by the daily limit, COSCO Shipping Energy and Phoenix Shipping once closed, and China Merchants Shipping only 12% away from its previous record high. The agricultural sector, which suffered a deep correction in early trading, partially reversed in late trading, with Huaxi Technology, Shennong Seed Industry, Jinjian Rice Industry, etc. all showing rapid gains near the end of the trading day.