A股收評：三大指數均升超1%，AI智能體概念爆發
A股主要指數今日高開高走，截至收盤，滬指升1.17%報3381點，深證成指升1.77%，創業板指升2.02%。全天成交1.95萬億元，較前一交易日增量4075億元，全市場近4300股上升。
盤面上，中國AI Agent產品Manus橫空出世，AI智能體概念爆發，藍色光標、漢得信息等多股20%升停，Kimi概念、智譜AI及多模態AI等跟升；ERP概念拉昇，焦點科技升停；數據確權板塊走高，視覺中國升停；金融科技概念走高，立方數科、新大陸等多股升停；遠程辦公、發電機概念及盲盒經濟等升幅居前。另外，鋼鐵板塊走低，南鋼股份領跌；工程機械板塊普跌，鐵拓機械一度跌超8%；銀行、鐵路公路及貴金屬等板塊跌幅居前。
具體來看：
AI智能體概念股掀升停潮，立方控股、新開普、漢得信息、中亦科技、致遠互聯、康力源等20股升停。
消息面上，一支來自中國的團隊正式對外發布通用型AI Agent產品Manus，一夜之間爆火科技圈。團隊介紹，Manus在GAIA基準測試中取得了SOTA(State-of-the-Art)的成績，顯示其性能超越OpenAI的同層次大模型。同時，與現有AI助手不同，Manus能夠獨立思考、規劃並執行復雜任務，直接交付完整成果。
機器人概念繼續活躍，景業智能升停，派斯林升超4%，雷賽智能張超3%，拓斯達、億嘉和等跟升。
消息面上，在本週的 MWC 2025 世界移動通信大會上，中國移動、華為、樂聚聯合發佈全球首款搭載 5G-A 技術的人形機器人。基於5G-A技術，人形機器人可實現大場景下高精度定位，且無需額外設備，可增強多機協作可靠性，拓展工業場景適用範圍。
傳媒股大升，藍色光標20cm升停，世紀天鴻升超12%，湖北廣電、視覺中國、浙文互聯10cm升停。
據網絡平台數據，截至3月5日18時25分，電影《哪吒之魔童鬧海》觀影人次破3億，成為中國影史首部觀影人次破3億電影。另據貓眼專業版 ，該片預測總票房147.67 億元，連續上升兩天。
雲遊戲概念走高，順網科技升超14%，寶通科技升超13%，巨人網絡、優刻得-W、湯姆貓等跟升。
工程機械股回調，萬通液壓跌超5%，恒立鑽具跌超3%，建設機械、同力股份、山推股份等跟跌。
鋼鐵板塊走低，宇新新材、南鋼股份跌超4%，三鋼閩光、安陽鋼鐵、八一鋼鐵跌超3%，新鋼股份、柳鋼股份等跟跌。
中金公司研報稱，展望後市，隨着美聯儲進入降息週期、美國大選結果落定、國內穩增長政策持續發力，我們認為A股市場已過重山，底部大概率已經出現，風險偏好有望回升。在科技與文化領域發展超預期的催化下，市場結構性機會增多，自下而上的賽道研究更加重要。從節奏上看，當前市場普遍預期美聯儲降息的時點在6月，屆時匯率掣肘減輕，下半年市場表現有望好於上半年。
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