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Author|Zhu Hualei,Editor|Gu Jinfeng
Source: Jufeng Investment Advisory, Good Stock Application
On Monday, the market continued to show shock adjustment, the two cities of the industry again differentiation and local rotation, insurance, wine, aviation, agriculture, forestry, animal husbandry and fishery, warehousing and logistics, papermaking, health care, shipping, banking, household appliances, daily chemicals, food and beverage, medicine, securities, electric power and other industries showed activity, communication equipment, media and entertainment, software services, Internet, components, semiconductors, general machinery, culture, education and leisure, construction machinery, environmental protection and other industries showed a pullback; Satellite navigation, large aircraft, national defense and military industry, innovative drugs, generic drugs, hepatitis concept, human brain engineering, liquor concept, biological vaccine, 6G concept, HJT battery and other themes are active in the intraday, PEEK materials, copper high-speed connection, CPO concept, flying cars, optical communications, NVIDIA concept, liquid-cooled servers, e-paper, eastern and western computing, Huawei computing power, consumer electronics and other themes are weakening. At the close, the Shanghai Composite Index fell 0.67% to close at 3,044.60 points, the Shenzhen Component Index fell 0.43% to close at 9,239.14 points, and the ChiNext fell 0.32% to close at 1,750.46 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 20,550.02 million yuan in the two cities. Among them, the net outflow of large orders was 10,303.28 million yuan, the net outflow of large orders was 10,246.74 million yuan, the net inflow of medium orders was 869.13 million yuan, and the net inflow of small orders was 19,680.89 million yuan.
From the perspective of the capital flow of the industry sectors in the two cities, the wine industry received a net inflow of 782 million yuan, the photovoltaic equipment sector received a net inflow of 482 million yuan, the biological products sector received a net inflow of 160 million yuan, the agriculture, animal husbandry and fishery sector received a net inflow of 154 million yuan, and the energy and metal sector received a net inflow of 101 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, Kweichow Moutai received a net inflow of 345 million yuan, LONGi Green Energy received a net inflow of 343 million yuan, Zhongbing Red Arrow received a net inflow of 167 million yuan, Sanqi Mutual Entertainment received a net inflow of 158 million yuan, and Huayou Cobalt received a net inflow of 156 million yuan.
On the whole, the market reappears shock adjustment, the intraday industry differentiation and local rotation of the two cities, the strength of the intraday financial and consumer industries to protect the market adjustment, the overall weakening of the technology and cyclical sectors, the market differentiation and style conversion are more obvious, intraday market sentiment fluctuations and the divergence of the main funds cause market adjustment. In addition, factors such as the decline in the external market, geo-military conflicts, and the continuation of the Fed's easing policy have triggered turmoil in the global financial market, and the short-term risk aversion of A-shares has increased. At present, the overall trend of the market is showing signs of turnaround, but the upward pressure still exists, and the technical rebound of the stock index still faces greater technical resistance, however, with the entry of long-term funds such as insurance funds, pensions and public funds, the improvement of market liquidity continues to support the market strength. Investors do not have to worry about short-term market adjustments, should be positive at the market adjustment brought about by the low-absorption opportunities, it is recommended that investors pay attention to the hot opportunities in the short-term, low-buy and high-sell operations, and the medium-term continue to pay attention to investment and consumption under the economic recovery, pay attention to the infrastructure, building materials, steel, construction and other industries in the medium and long-term opportunities, as well as the new energy track boom rebound of photovoltaic and wind power, in addition to continue to pay attention to the tourism, hotel catering and new energy vehicles in the large consumption of structural opportunities.
( Author: Zhu Hualei Practicing Certificate: A0680613030001 )
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