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First, the main force and northbound capital trends:
1, the main force and the north direction of this morning actually cooperated very well, and did not smash the market as soon as it opened as in the past;
However, the northbound is too chicken today, buying a maximum of about 4.9 billion yuan during the session, and then began to flow out slowly, and as of the afternoon close, it actually sold a net of nearly 400 million yuan;
That is to say, today's northbound intraday made 5.3 billion yuan of T;
2, the problem is not big, later when our latest money printing data is released, it is expected to start to return, the data should be released today and tomorrow;
Second, the top 50 of the fund's ups and downs:
1, the pharmaceutical/medical sector dominates
Among the top 50 fund gainers today, pharmaceutical/medical/innovative drugs alone accounted for nearly half, so today is super meat for friends who are heavy pharmaceutical/medical, congratulations to these friends;
Then, the rise of Hang Seng Technology, chip semiconductors and other sectors is actually OK, the tail chip semiconductors rose rapidly, basically all the part of the afternoon diving was recovered, so the meat of these friends who are heavy is also quite large today;
Other friends with balanced configurations will have less income;
2, on the contrary, in the top 50 fund decliners today, military/aerospace accounted for one-third;
However, if the military industry sector goes lower, it will also form a bottom divergence, and the probability of over-falling rebound here is still quite large;
Third, the valuation of funds in each sector:
Fourth, the flow of funds in each sector:
1. Today's main sectors with a large inflow are mainly consumer electronics, medical services, computer equipment, software development, liquor, real estate, game media, etc.;
2, among them, the main force of consumer electronics and medical has been bought for a while, it is not very cost-effective to chase after a period of time, here you can consider waiting for the main force to fall into the bag and then follow the T part;
3, software development has just entered the market in the past two days, and there may be a market in the short term;
4, the main force of liquor and real estate has also entered for a few days, and the performance of these two today is not satisfactory, but the market will rotate, it is easy to do it if the main force enters the market, patience and other rotations;
5, game media is just entering today, game media is a hot plate in the early stage, the amplitude will be large when it rises, I think if there is a short-term quilt, more patience, wait for rotation;
Disclaimer:
The market is risky, investment needs to be cautious; The data is only Weiwei's personal operation logic, not as anyone's investment basis, never let who to buy or sell, according to this operation, profit and loss at their own risk; Other people's views are good to refer to, investment should have its own opinion, after all, money is their own, should be based on their own ideas;