A股午評：滬指跌0.14% 超2800股上升 算力概念掀升停潮
A股三大指數升跌不一，截至午盤，滬指跌0.14%報3375.17點，深成指升0.02%，創業板指跌0.24%。全市場半日成交額10299億元，較上日放量811億元，超2800只個股上升。
盤面上，算力概念掀起升停潮，奧瑞德、電光科技等多股升停，Manus宣佈將與阿里通義千問團隊合作在國產模型和算力平台上實現Manus的功能；影視股盤中拉昇，金逸影視升停，華策影視、唐德影視升近5%，3月總票房已突破10億元；智能駕駛板塊表現活躍，動力新科、眾合科技升停；AI智能體概念震盪走高，國脈科技、嘉環科技、浙大網新升停，OpenAI發佈全新Agent工具。養殖業板塊跌幅居前，京基智農、巨星農牧跌近4%。
算力概念掀起升停潮 奧瑞德、電光科技等多股升停
銅牛信息20cm升停，奧瑞德、電光科技、科華數據、華視傳媒等多股升停，安諾其、立方數科升超10%。
消息面上，Manus平台宣佈將與阿里通義千問團隊達成戰略合作，雙方將在國產模型和算力平台上實現Manus的功能。廣州算力中心接入阿里通義千問大模型。
此外，3月13日，浙江算力科技主辦的“人工智能與可控雲計算產業生態大會”將在杭州舉行，阿里、華為、超聚變等將參會。3月19日，騰訊將發佈2024年財報，市場焦點鎖定其2025年AI資本開支規劃。
影視股盤中拉昇 金逸影視升停
金逸影視升停，華策影視、唐德影視升近5%，幸福藍海、捷成股份、華誼兄弟升超3%。
據燈塔專業版，截至3月9日，2025年3月，我國電影市場總票房已突破10億元。春節檔影片《哪吒之魔童鬧海》《唐探1900》，以及2月18日上映的《您的聲音》位列前三。
另外，據貓眼專業版，截至2025年3月12日10時，電影《哪吒之魔童鬧海》全球票房(含預售)已達149.27億元，位列全球影史票房榜第六位。
AI智能體概念震盪走高 國脈科技、嘉環科技升停
國脈科技、嘉環科技、浙大網新升停，立方控股升近20%，順網科技升超15%，天源迪科升超13%。
消息面上，3月11日，OpenAI舉行了一個19分鐘的線上發佈會，推出全新Agent工具，OpenAI直接祭出自研Agent SDK和Responses API兩大殺器！旨在徹底簡化agent開發流程，讓開發者和企業都能輕鬆構建實用又可靠的智能體。
智能駕駛板塊表現活躍 眾合科技、動力新科升停
動力新科、眾合科技、萬朗磁塑、鋭明技術、得潤電子、索菱股份升停，萊賽激光升超9%。
消息面上，禾賽隔夜暴升超50%，消息稱梅賽德斯-平治計劃為全球市場開發智能駕駛汽車，並將配備禾賽的激光雷達傳感器。
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