Author|Zhu Hualei,Editor|Gu Jinfeng
Source: Jufeng Investment Advisory, Good Stock Application
On Friday, the market showed a shock rebound, and the industries in the two cities reappeared in rotation, with textiles and apparel, comprehensive, water affairs, transportation facilities, automobiles, home appliances, chemical fiber, food and beverage, transportation services, household goods, health care, real estate, steel, power and other industries showing intraday rotation, and insurance, software services, communication equipment, electrical appliances, securities, diversified finance and other industries showing a pullback; In terms of theme plates, themes such as integrated die-casting, automotive thermal management, tire pressure monitoring, stall economy, lab-grown diamonds, Huawei automobiles, shipping concepts, geothermal energy, new retail, cold chain logistics, unmanned driving, vitamins, liquor, and duty-free concepts are in rotation, while themes such as e-paper, mixed reality, electronic ID cards, carbon fiber, domestic software, new industrialization, Huawei Hongmeng, computing power leasing, smart government affairs, formation, industrial machine tools, digital currency, and virtual reality are weakening. At the close, the Shanghai Composite Index rose 0.99% to close at 3,017.78 points, the Shenzhen Component Index rose 2.14% to close at 9,770.84 points, and the ChiNext rose 2.88% to close at 1,929.91 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 slight net inflow, with a total inflow of 4,558.53 million yuan in the two cities. Among them, the net inflow of large orders was 8,705.36 million yuan, the net outflow of large orders was 4,146.84 million yuan, the net outflow of medium orders was 8,205.91 million yuan, and the net inflow of small orders was 3,647.39 million yuan.
Pay attention to Jufeng Investment Advisory (jfinfo)/good stock application, and the analysis and research report of the super leading target is waiting for you to get!
From the perspective of the capital flow of the industry sectors in the two cities, the battery sector received a net inflow of 1.724 billion yuan, the photovoltaic equipment sector received a net inflow of 1.309 billion yuan, the energy metal sector received a net inflow of 1.011 billion yuan, the semiconductor sector received a net inflow of 870 million yuan, and the real estate development sector received a net outflow of 859 million yuan.
From the perspective of the capital flow of individual stocks in the market, the top 10 net inflows of major funds are as follows:
From the perspective of the main capital flow of individual stocks in the two cities, Zhangjiang Hi-Tech received a net inflow of 723 million yuan, CATL received a net inflow of 648 million yuan, Changan Automobile received a net inflow of 623 million yuan, Enjie shares received a net inflow of 593 million yuan, and Kunlun Wanwei received a net inflow of 519 million yuan.
Overall, the market showed a volatile rebound, and the industries in the two cities reappeared in rotation during the session. Judging from the current trend, the market is still in a downward trend, but it has shown an obvious trend of stopping and converging, and the recent market continues to fluctuate sideways at a low level, which is intended to build a bottom support platform and a technical bottom. At present, the market is facing greater technical pressure, and the market capital side is showing a stock game, and short-term differences still exist, however, the market is ushering in a short-term repair under the boost of the policy side, and the later repair process may continue to repeat. CICC's recent increase in holdings in the Big Four banks and its increase in exchange-traded ETF funds has greatly boosted market confidence and sentiment, and triggered the return of over-the-counter funds, which will greatly promote the stabilization of the market. In the short term, the Middle East geopolitical conflict, the Federal Reserve's monetary policy, RMB exchange rate fluctuations and other factors have formed short-term interference in the market, but the overall impact is limited, with the continuous promotion of the later policy side, the repair of the market is worth looking forward to, investors do not have to worry too much about the short-term market adjustment, the market pullback or for investors to bring the best opportunity to absorb low, therefore, it is recommended that investors grasp the current market adjustment rhythm, actively layout market trading opportunities, focusing on the steady growth policy driven by large consumption and large infrastructure, It also focuses on structural opportunities in the cyclical, financial, and technology sectors.
( Author: Zhu Hualei Practicing Certificate: A0680613030001 )
Disclaimer: The above content is for reference only and does not constitute specific operation advice, and you shall operate at your own risk and profit and loss