Author|Zhu Hualei,Editor|Gu Jinfeng
Source: Jufeng Investment Advisory, Good Stock Application
On Friday, the market showed a shock adjustment, and the industries in the two cities reappeared in rotation, tourism, communication equipment, textiles and apparel, nonferrous metals, transportation equipment, household appliances, components, hotels and catering, semiconductors, petroleum, warehousing and logistics, transportation facilities, steel and other industries were active, insurance, real estate, media and entertainment, electric power, papermaking, coal, agriculture, forestry, animal husbandry and fishery, diversified finance, construction, chemical industry, electrical equipment, media and entertainment, building materials and other industries showed a pullback; CPO concept, optical communication, heat pump concept, lab-grown diamond, NVIDIA concept, liquid-cooled server, MCU chip, memory chip, automotive thermal management and other themes showed strength, solid-state batteries, sodium batteries, intellectual property, knowledge payment, lithium mines, titanium, nuclear pollution prevention, silicone, skit games, fluorine concept, disperse dyes and other themes showed weakness. At the close, the Shanghai Composite Index fell 0.49 percent to close at 3,019.47 points, the Shenzhen Component Index fell 0.78 percent to close at 9,228.23 points, and the ChiNext fell 1.08 percent to close at 1,762.88 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 outflow, with a total outflow of 21,704.52 million yuan. Among them, the net outflow of large orders was 7,151.59 million yuan, the net outflow of large orders was 14,552.94 million yuan, the net inflow of medium orders was 1,205.52 million yuan, and the net inflow of small orders was 20,499.01 million yuan.
From the perspective of the capital flow of the industry sectors in the two cities, the precious metals received a net inflow of 834 million yuan, the communication equipment sector received a net inflow of 821 million yuan, the home appliance sector received a net inflow of 674 million yuan, the electronic components sector received a net inflow of 499 million yuan, and the non-ferrous metals sector received a net inflow of 414 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, Thalys received a net inflow of main funds of 679 million, Wall Nuclear Materials received a net inflow of main funds of 307 million, Zijin Mining received a net inflow of main funds of 306 million, Industrial Fortune Federation received a net inflow of main funds of 269 million, and Zhongji Innolight received a net inflow of main funds of 262 million. Pay attention to Jufeng Investment Advisor (jfinfo)/good stock application, and the analysis and research report of the leading target of "Institutional Research and Selection" is waiting for you to get!
Overall, the market showed a shock adjustment, and the industries in the two cities rotated again. Recently, the market has continued to adjust, the short-term capital has been differentiated, the repeated shocks of the intraday stock index and the decline of the hot plate have exacerbated the fluctuation of sentiment in the field, the stock index of the two cities in the intraday continued to show a narrow range of fluctuations, the industry sector reappeared in local rotation, the technology, consumption, and financial sectors were active, and the cyclical and agricultural sectors were weakening. In the short term, the market may continue to step back on the 3,000-point mark and the semi-annual line for technical correction. The recent postponement of the Federal Reserve's interest rate cut has aroused investors' attention, and with the landing of uncertainties, the short-term disruption factors in the market have weakened. On the macroeconomic front, the domestic economy is showing signs of recovery and growth, and with the continuous development of stable growth policies, the continuous improvement of the domestic economy will continue to support the market rebound and repair. At present, the overall performance of the market is weak, and the market direction has not yet been clear, therefore, short-term investors should wait and see, and medium-term investors can continue to lay out the bargains, 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 new energy track boom rebound of photovoltaic and wind power, 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, semiconductor chips and other sectors.
( Author: Zhu Hualei Practicing Certificate: A0680613030001 )
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