Author|Zhu Hualei,Editor|Gu Jinfeng
Source: Jufeng Investment Advisory, Good Stock Application
On Wednesday, the market showed a shock rebound, and the industries in the two cities rotated again, with communication equipment, software services, Internet, aviation, components, public transportation, IT equipment, semiconductors, general machinery, tourism, insurance, ships, construction machinery, automobiles and other industries showing activity, and coal, agriculture, forestry, animal husbandry and fishery, building materials, real estate, hotel catering, medicine, household appliances and other industries showing weakness; Themes such as memory chips, Huawei computing power, millimeter-wave radar, domestic software, state-owned assets cloud, big data, Huawei Hongmeng, Eastern Data and Western Computing, and unmanned driving showed intraday rotation, while themes such as sand control, lithium mines, cobalt metal, knowledge payment, diet pills, and lithium extraction from salt lakes weakened. At the close, the Shanghai Composite Index rose 0.76% to close at 3,044.82 points, the Shenzhen Component Index rose 0.74% to close at 9,251.13 points, and the ChiNext rose 0.70% to close at 1,765.41 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 inflow, with a total inflow of 1,624.35 million yuan. Among them, the net inflow of large orders was 5,275.32 million yuan, the net outflow of large orders was 3,650.97 million yuan, the net outflow of medium orders was 4,321.78 million yuan, and the net inflow of small orders was 2,697.42 million yuan. 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 the industry sectors in the two cities, the auto parts industry received a net inflow of 1.763 billion yuan, the semiconductor sector received a net inflow of 1.074 billion yuan, the Internet service sector received a net inflow of 1.040 billion yuan, the software development sector received a net inflow of 908 million yuan, and the communication equipment sector received a net inflow of 850 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, Wanfeng Aowei received a net inflow of 1.108 billion main funds, Industrial Fortune Federation received a net inflow of main funds of 534 million, Zhongji Innolight received a net inflow of main funds of 347 million, aerospace electronics received a net inflow of main funds of 325 million, and Wall Nuclear Materials received a net inflow of main funds of 315 million.
Overall, the market continued to show a volatile rebound, and the industries in the two cities reappeared in local rotation during the session. Recently, the market has continued to fluctuate and adjust, the short-term structural market has been highlighted, and the military, technology, consumption, and financial industries have shown local rotation, and the cyclical and agricultural sectors have weakened. The market continued to adjust and intensify the differentiation of sectors and capital divergence, and the intraday hot spots reappeared, while the stock indexes of the two cities continued to maintain a narrow range, highlighting the technical pressure above. At present, the Shanghai Composite Index continues to carry out a see-saw market adjustment in the range of 3000~3100 points, and the market is slightly weak and lacks momentum. In the short term, the market may adjust in stages or repeatedly. Recently, short-term risk aversion has increased due to sentiment fluctuations, but the rebound in the external market has helped stabilize the sentiment of the A-share market. Recently, the Ministry of Finance has introduced a number of measures to support the healthy development of the capital market. Vigorously improve the quality of listed companies, improve the capital market tax system, and promote medium and long-term capital entry into the market. With the boost at the policy level and the support of improved economic fundamentals, the medium-term recovery of the A-share market is still expected. It is recommended to continue to pay attention to investment and consumption under the economic recovery, pay attention to infrastructure, building materials, steel, construction and other industries, as well as tourism, hotels and restaurants in large consumption, and pay attention to the structural opportunities in the field of new energy track, low-altitude economy and artificial intelligence.
( Author: Zhu Hualei Practicing Certificate: A0680613030001 )
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