The three major indexes fell back after a volatile surge this morning, and the Shanghai Composite Index was relatively strong. By midday, the Shanghai Composite Index was up 0.54%, the Shenzhen Component Index was up 0.39%, and the ChiNext Index was up 0.25%. Northbound funds continued to flow into nearly 7 billion, optimistic about the post-holiday market.
In the sector, the rare metal sector is more active, and many individual stocks are up and down. Telecom operations, coal, oil, photovoltaic and new energy sectors rose first, while software fell sharply; Securities, transportation and other sectors fell first. On the whole, the red envelope market opened before the festival and ended perfectly.
From the perspective of funds, although the overall trading volume is insufficient, the northbound capital inflow is setting a new record. In the first trading month of 2023, the net purchase exceeded RMB100 billion, far exceeding the RMB90 billion in 2022 and the total net purchase in 2014, 2015 and 2016.
Smart money has always been selling high and sucking low, selling at the beginning of last year, buying and buying at the beginning of this year. 2023, whether it is the stock market or the fund, should be a bumper year, don't be left behind.
The hottest sector this week is undoubtedly information innovation and computer software, riding the fast train of data security and digital economy, with a weekly return of more than 12%. But today there is a clear rush back down, short-term is not easy to chase up, @Yangji Yiqing still has to wait for the post-holiday pullback to increase positions.
Chip semiconductors, up more than 8% this week, although not as good as Xinchuang, but also a beautiful boy, not in vain I have been increasing my position last week. At present, the two major semiconductor funds have achieved positive returns, and the next step is to continue to hold, wait patiently, and reach the target yield and take profit.
Photovoltaics and new energy, driven by energy metals, have also stabilized and rebounded today. The funds from Xinchuang obviously flow into the new energy sector that has not moved recently, and in the absence of incremental funds, it is still a sector rotation. Yesterday, Catalaida Manulife had a transformation opportunity and increased its position.
The Hang Seng Technology Index also increased its position yesterday, and during the Spring Festival holiday, Hong Kong stocks opened three days earlier than us, and there was almost no rest in the periphery. How the specific situation changes, everything is unknown. However, individuals are still prepared to hold for the long term, not afraid of short-term fluctuations, and hold the foundation for the holiday.
Alipay @Yangji Yiqing can pay attention to my real market and the specific operation before 2 o'clock every day. Funds are risky and investment needs to be cautious.