Author|Zhu Hualei,Editor|Gu Jinfeng
Source: Jufeng Investment Advisory, Good Stock Application
On Wednesday, the market continued to show adjustment, the two cities of the industry reappeared differentiation and rotation, construction machinery, coal, gas and heating, nonferrous metals, transportation equipment, petroleum, tourism, banking, power and other industries showed activity, the Internet, public transportation, communication equipment, mineral products, semiconductors, software services, media and entertainment, household goods, aviation, real estate and other themes showed a pullback; Spatio-temporal big data, security services, lithography machines, rare earth permanent magnets, satellite navigation, intellectual property, optical communications, automotive chips, computing power concepts, titanium, millimeter-wave radar, titanium and other themes have weakened. At the close, the Shanghai Composite Index fell 0.70 percent to close at 3,027.33 points, the Shenzhen Component Index fell 1.60 percent to close at 9,297.96 points, and the ChiNext fell 2.06 percent to close at 1,789.94 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 43,984.44 million yuan in the two cities. Among them, the net outflow of large orders was 19,120.12 million yuan, the net outflow of large orders was 24,864.32 million yuan, the net inflow of medium orders was 4,440.82 million yuan, and the net inflow of small orders was 39,543.62 million yuan.
From the perspective of the capital flow of the industry sectors in the two cities, the net inflow of main funds in the power sector was 787 million, the net inflow of main funds in the jewelry sector was 342 million, the net inflow of main funds in the construction machinery sector was 306 million, the net inflow of main funds in the aviation and airport sector was 130 million, and the net inflow of the main capital in the gas sector was 98.9424 million.
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, Yangtze River Power received a net inflow of 518 million main funds, Sany Heavy Industry received a net inflow of 226 million main funds, Shenzhen Zhonghua A received a net inflow of main funds of 219 million, Zongshen Power received a net inflow of main funds of 212 million, and PetroChina received a net inflow of main funds of 183 million.
Overall, the market continued to show shock adjustments, and the industries in the two cities reappeared in local rotation during the session. Recently, the market has continued to adjust, the short-term capital side has shown divergence, and the rotation of intraday industry sectors and the rise and fall of hot spots highlight market differentiation and cautious sentiment. At present, the overall trend of the market is weakening, and the short-term may continue to explore the demand for technical support. Recently, the overall market sentiment is more cautious, because the market is focused on the economic data in March and the future monetary policy of the Federal Reserve, and the current Fed's easing policy is still uncertain, which will cause short-term interference on market sentiment. However, in the short term, the impact of external factors on the overall market is relatively limited. The better-than-expected manufacturing managers' purchasing index and manufacturing index in March have already shown continued improvement in the domestic economy. In addition, the steady growth policy continues to increase, automobiles, home appliances for the new, wind power to the countryside and other policies will help the recovery and growth of the domestic economy, the domestic economic fundamentals continue to improve the logic of A-share repair still exists, the market is still expected to repair the market in the medium term. In terms of industry sectors, it is recommended to continue to pay attention to investment and consumption under the expectation of economic recovery, pay attention to infrastructure, building materials, construction machinery and photovoltaic and wind power in the rebound of the new energy track, in addition to continue to pay attention to the investment opportunities in tourism, hotel and catering, new energy vehicles and electronic bulk commodities, consumer electronics, artificial intelligence and other sectors in the large consumption.
( Author: Zhu Hualei Practicing Certificate: A0680613030001 )
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