Author|Zhu Hualei,Editor|Gu Jinfeng
Source: Jufeng Investment Advisory, Good Stock Application
On Friday, the market showed a shock rebound, and the industries in the two cities rose intraday, with communication equipment, securities, automobiles, petroleum, ships, diversified finance, chemical fiber, wine, aviation, Internet, media and entertainment, medicine, tourism, software services, nonferrous metals, commercial chains and other industries showing rotation, banking, coal, transportation facilities, warehousing and logistics, transportation equipment, electric power, daily chemicals, agriculture, forestry, animal husbandry and fishery; Themes such as optical communications, AI mobile phones, liquid-cooled servers, mixed reality, information security, millimeter-wave radar, quantum technology, flying cars, cloud computing, and 5G concepts are in rotation, while PEEK materials, aquatic products, underground pipe networks, prefabricated buildings, natural gas and other themes are weakening. At the close, the Shanghai Composite Index rose 1.17% to close at 3,088.64 points, the Shenzhen Component Index rose 2.15% to close at 9,463.91 points, and the ChiNext rose 3.34% to close at 1,823.74 points. 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 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 9,966.95 million yuan. Among them, the net inflow of large orders was 13,964.69 million yuan, the net outflow of large orders was 3,997.74 million yuan, the net outflow of medium orders was 18,798.67 million yuan, and the net inflow of small orders was 8,831.72 million yuan.
From the perspective of the capital flow of the industry sectors in the two cities, the securities industry received a net inflow of 4.815 billion yuan, the automobile sector received a net inflow of 2.051 billion yuan, the consumer electronics sector received a net inflow of 1.857 billion yuan, the communication equipment sector received a net inflow of 1.780 billion yuan, and the software development sector received a net inflow of 1.680 billion 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, the Industrial Fortune Federation received a net inflow of main funds of 1.666 billion, Thalys received a net inflow of main funds of 807 million, Oriental Wealth received a net inflow of main funds of 723 million, Zongshen Power received a net inflow of main funds of 686 million, and BYD received a net inflow of main funds of 683 million.
Overall, the market showed a shock rebound, and the industries in the two cities rose intraday. After the recent market correction, the short-term may continue to show a reversal. At present, the overall trend of the market is still dominated by sideways shocks, and the annual line has formed a technical suppression of the upward movement of the stock index, but the market has shown signs of turning from weak to strong. In the short term, as the earnings season draws to a close, the market will enter a performance window, and the near-term market opportunities will still be dominated by policy-driven and event-based stimulus. However, with the continuous improvement of the domestic economy, the continuous improvement of the industry prosperity and the improvement of the profitability of listed companies, the risk appetite of the market is increasing. Therefore, in terms of opportunities, it is recommended to continue to pay attention to the large consumption and infrastructure sectors, and in terms of structural opportunities, it is recommended to continue to pay attention to the new quality productivity theme and the new energy vehicles, power batteries, photovoltaic and wind power tracks of the low-altitude economy, artificial intelligence, intelligent machines and new energy tracks under the emerging industries.
( Author: Zhu Hualei Practicing Certificate: A0680613030001 )
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