Author|Zhu Hualei,Editor|Gu Jinfeng
Source: Jufeng Investment Advisory, Good Stock Application
On Thursday, the market reappeared in shock adjustment, the two cities showed a rotation in the industry, insurance, tourism, household appliances, coal, banking, steel, automobiles, transportation services, general machinery, aviation, electric power, construction, chemical fiber and other industries showed a rotation, communication equipment, Internet, mineral products, software services, semiconductors, media and entertainment, real estate, advertising packaging, electrical equipment, petroleum, components and other industries showed a pullback; Low-altitude economy, titanium, carbon fiber, phosphorus concept, fertilizer concept, sodium battery, nuclear pollution prevention and control, rare earth permanent magnet and other themes have been strengthened, and combustible ice, cloud games, copper cable high-speed connection, computing power leasing, BC batteries, short drama games, information security, optical communications, eastern data and western computing and other themes have been adjusted. At the close, the Shanghai Composite edged up 0.09 to close at 3,074.22 points, the Shenzhen Component Index edged down 0.05% to close at 9,376.81 points, and the ChiNext fell 0.55% to close at 1,787.49 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 13,291.76 million yuan in the two cities. Among them, the net outflow of large orders was 2,031.23 million yuan, the net outflow of large orders was 11,260.53 million yuan, the net outflow of medium orders was 1,837.28 million yuan, and the net inflow of small orders was 15,129.03 million yuan.
From the perspective of the capital flow of the industry sectors in the two cities, the net inflow of small metals was 638 million, the net inflow of main funds in the securities sector was 426 million, the net inflow of main funds in the power grid equipment sector was 321 million, the net inflow of main funds in the energy metal sector was 284 million, and the net inflow of the main funds in the household appliance sector was 226 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!
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, China CITIC Bank received a net inflow of main funds of 392 million, China Molybdenum received a net inflow of main funds of 288 million, Ping An Bank received a net inflow of main funds of 241 million, Oriental Zirconium received a net inflow of main funds of 228 million, and China XD received a net inflow of main funds of 205 million.
Overall, the market showed a shock adjustment adjustment, and the industries in the two cities reappeared in rotation during the session. From the perspective of industry performance, the rise of the cyclical and financial sectors has played a protective role in the market adjustment, and the technology and consumer industries have reappeared in the market adjustment. The recent market correction lies in the differentiation of market funds caused by emotional fluctuations. With the recent stabilization of market sentiment, the market has once again returned to the previous rhythm of repair. The intraday market's rally and pullback highlighted the short-term funding divergence. At present, the overall trend of the market is improving, and the short-term adjustment will not hinder the market from continuing to improve. Therefore, investors do not need to worry too much about the recent market correction and react positively to the low-absorption opportunities brought about by the short-term correction. The implementation of the new policy and the continuous improvement of the domestic macro economy will boost the sentiment of the market recovery. In terms of operation strategy, it is recommended that investors pay attention to the hot opportunities in the short term and carry out low buying and high selling operations, while in the medium term, continue to pay attention to investment and consumption under the economic recovery, pay attention to the medium and long-term opportunities in infrastructure, building materials, steel, construction and other industries, as well as photovoltaic and wind power in the rebound of the new energy track, and continue to pay attention to the structural opportunities in the tourism, hotel catering and new energy vehicles and other sectors in the large consumption.
( 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