In the three trading days of this week (04/01-04/03), the three major A-share stock indexes all rose weekly, with the Shanghai Composite Index up 0.92%, the Shenzhen Component Index up 1.53%, and the ChiNext Index up 1.22%. The market in April is still expected, and the strong cyclical industry has taken the lead!
According to statistics, from April 01 to April 03, northbound funds sold a total of 3.893 billion yuan this week, including 3.099 billion yuan in Shanghai-Hong Kong Stock Connect and 794 million yuan in Shenzhen-Hong Kong Stock Connect. Since April, northbound funds have sold about 3.9 billion yuan, including about 3.1 billion yuan through Shanghai-Hong Kong Stock Connect and about 800 million yuan through Shenzhen-Hong Kong Stock Connect. The cumulative net purchase for the year was about 64.3 billion yuan.
This Wednesday is the last trading day before the holiday, the market continues to fluctuate in a narrow range to rest, and then close a shrinking Yin Doji, what signal does the two Yin Doji release? Entering April, the global stock market is green, the European and American stock markets fell collectively during the holiday, and the Asian stock market also followed the fall, due to the turbulence of the external situation and the Federal Reserve's interest rate cut attitude, disrupting the global financial market, but our A shares are not as weak as everyone thinks, A shares are still resilient, and there will be no so-called panic that everyone thinks, the normal pre-holiday effect adjustment, continue to fluctuate in a narrow range, still above 3050 points, and there has been no wide range of index shocks, has been a high narrow range of rest.
In recent days, the market trend, many people feel powerless, difficult to adapt, after entering April, the disk has undergone fundamental changes, track stocks have turned off, science and technology has been adjusted in a large area, and the good news is not hyped, and the recent relay of new energy and new energy vehicles hot topics hype sustainability is also much worse; ！
Although there are new changes in the periphery at present, A-shares will not be greatly affected by the periphery, and the focus is still on ourselves, looking at the stock markets in Europe and the United States, how much has they risen since last year? Our A-shares are still hovering above 3,000 points from last year to now, they have a high adjustment demand, and we have a rebound demand, and those predators who have made money in Europe, the United States, Nikkei and India, don't they want to buy our A-share market? Don't lose confidence because of the small sales of northbound funds in the past two days, real institutional investors are often prepared for the medium and long term, so the current position of A-shares, the future is still promising, it depends on how we make our own choices and positioning.
The disk has revealed obvious signs, this year's strongest speculation of the main line of non-cyclical stocks, non-ferrous metals, coal, oil, natural gas, rare earths, fertilizers, etc., especially the recent concept of gold, all the way forward, driving the relevant price increase expected metal varieties, such as non-ferrous copper, non-ferrous aluminum, etc., including the recent chemical raw materials, at the same time the mainland economy to improve the increase in demand, superimposed to make up for the expected cycle, cyclical varieties are eager to try, why?
This week, who are northbound funds optimistic about, and who have they reduced?
According to the data, from the perspective of net purchases, northbound funds mainly increased their holdings in the steel industry, power industry, batteries, chemical raw materials, auto parts and other industries this week, of which the steel industry ranked first, with a net purchase amount of 737 million yuan. From the perspective of net selling amount, northbound funds mainly reduced their holdings of communication equipment, automobiles, consumer electronics, small metals, precious metals and other industries, of which communication equipment ranked first, with a net selling amount of 1.032 billion yuan.
According to the data, the top 5 stocks with the largest total increase in positions are CATL, Wuliangye, BOE A, iFLYTEK, and Baichu Electronics, and the top 20 stocks in the total amount of northbound funds this week are related to batteries, software development, and the brewing industry.
According to the data, the top 5 stocks with the largest total reduction are Kweichow Moutai, Cialis, Zijin Mining, Sungrow, Yankuang Energy, and the top 20 stocks in the total amount of northbound funds reduced this week are related to automobiles, communication equipment, consumer electronics and other sectors.
(Disclaimer: The content of this article is for reference only and does not constitute investment advice.) Investors act accordingly at their own risk. ）
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Author: Xu Shirong
Editor: Li Ang Producer: Wang Junji This article involves individual stocks for reference only, and is not recommended for trading, and is not responsible for personal gains.