Author|Zhu Hualei, Editor|Gu Jinfeng
Source: Jufeng Investment Advisor, Good Stock Application
On Monday, the market showed a narrow range, and the industries and themes of the two cities showed differentiation and partial rotation during the session, media and entertainment, tourism, hotel and catering, communication equipment, culture, education and leisure, advertising and packaging, Internet, banking, semiconductors, petroleum, software services, coal, IT equipment, diversified finance, automobiles and other industries were active, household goods, electrical equipment, insurance, real estate, nonferrous metals, food and beverage, agriculture, forestry, animal husbandry and fishery, winemaking, papermaking, aviation, medicine and other industries showed a pullback; In terms of subject matter, gaming, 6G concept, knowledge payment, CPO concept, computing power concept, digital watermark, rich media, satellite navigation, millimeter wave radar, state-owned cloud, 5G concept, information security, online games, data rights confirmation, cloud computing and other themes showed rotation, CXO concept, pork, new energy vehicles, liquor, solid-state battery, monkeypox concept, POE film, HJT battery, gold concept, artificial meat, silicone, glyphosate, photovoltaic, energy storage, wind power and other themes showed weakness. At the close, the Shanghai Composite Index edged up 0.07% to close at 3232.44 points, the Shenzhen Component Index fell 0.47% to close at 10946.1 points, and the ChiNext fell 1.39% to close at 2202.14 points.
From the perspective of the main capital flow of the two cities, as of the close, the main funds of Shanghai and Shenzhen showed a large net outflow, with a total outflow of 26,447.58 million yuan from the two cities. Among them, the net outflow of super large orders was 12,532.96 million yuan, the net outflow of large orders was 13,914.62 million yuan, the net inflow of medium orders was 3,827.02 million yuan, and the net inflow of small orders was 22,620.56 million yuan.
From the perspective of the capital flow of the industry sectors in the two cities, the cultural media sector received a net inflow of 516 million yuan, the banking industry received a net inflow of 408 million yuan, the traditional Chinese medicine sector received a net inflow of 333 million yuan, the commercial chain sector had a net inflow of 296 million yuan, and the paper printing sector had a net inflow of 228 million.
From the perspective of the capital flow of individual stocks in the market, the top ten net inflows of main funds are as follows:
From the perspective of the main capital flow of individual stocks in the two cities, 360 received a net inflow of main funds of 634 million, North China Chuang received a net inflow of main funds of 539 million, Small Commodity City received a net inflow of 465 million yuan, People's Daily received a net inflow of main funds of 409 million, and N Tianma received a net inflow of 394 million yuan.
Overall, the market showed a volatile adjustment pattern, with local rotations of industries and themes in the two cities during the session, technology and cyclical sectors showing partial strengthening, and financial, agricultural and consumer sectors divergence. From the recent market performance, the market strength pattern is more obvious, the overall Shanghai market is stronger than the Shenzhen market, in terms of index, the Shanghai index has recently continued to fluctuate repeatedly around the 3200 point and the annual line, technical support is more obvious, while the Shenzhen Component Index and ChiNext Index continue to grind the bottom at a low level, from the index operation trend, the Shanghai Index to show signs of trend turning, Shenzhen Component Index and ChiNext Index still need to further consolidate the low technical support. From the perspective of industry sectors and market styles, the overall performance of consumer and cyclical industries is strong, while the growth industries show structural differentiation, and the entire style of the market is dominated by value growth and valuation repair. However, the overall sentiment of the current market continues to pick up, and the continuous return of over-the-counter funds and the recovery of market sentiment have boosted the recovery of the entire market. The recent surge in the peripheral market, the lifting of the US bond crisis and the short-term appreciation of the RMB have boosted the entire market sentiment, and under the continuous improvement of internal and external factors, the A market market is expected to usher in a phased repair market. Therefore. In terms of operational strategy, it is recommended that investors continue to pay attention to the industries boosted by favorable policies, and the medium-line layout brings market opportunities to consumption and investment under the expectation of economic recovery.
( Author: Zhu Hualei Practice Certificate: A0680613030001 )
Disclaimer: The above content is for reference only and does not constitute a specific operation recommendation, according to which you shall bear your own profits and losses and risks
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