Author|Zhu Hualei,Editor|Gu Jinfeng
Source: Jufeng Investment Advisory, Good Stock Application
On Tuesday, the market continued to show shock adjustment, the two cities of the industry rotation again, advertising packaging, culture, education and leisure, textiles and clothing, warehousing and logistics, papermaking, Internet, daily chemicals, household goods, public transportation, media and entertainment, commercial chains, automobiles, medicine, hotels and restaurants and other industries showed an active pullback, coal, household appliances, transportation services, aviation, construction machinery, securities, communication equipment, wine, oil, banking and other industries showed a pullback; In terms of theme plates, humanoid robots, cloud games, mixed reality, online games, multimodal AI, knowledge payment, AIGC concept, metaverse concept, short drama games, intellectual property rights, human brain engineering, wireless headsets, UHV, Huawei computing power, reducer, star flash concept, Huawei Hongmeng and other themes showed rotation, while ST plates, immunotherapy, quantum technology, fertilizer concepts, synthetic biology, flying cars, cobalt metal, military informatization and other themes showed weakness. At the close, the Shanghai Composite Index edged down 0.07% to close at 3,145.77 points, the Shenzhen Component Index fell 0.05% to close at 9,668.73 points, and the ChiNext fell 0.26% to close at 1,855.60 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 13,823.90 million yuan. Among them, the net outflow of large orders was 4,263.78 million yuan, the net outflow of large orders was 9,560.11 million yuan, the net outflow of medium orders was 439.66 million yuan, and the net inflow of small orders was 14,263.55 million yuan.
From the perspective of the capital flow of the industry sectors in the two cities, the game industry received a net inflow of 1.139 billion yuan, the automobile sector received a net inflow of 1.065 billion yuan, the paper and printing sector received a net inflow of 377 million yuan, the traditional Chinese medicine sector received a net inflow of 335 million yuan, and the computer equipment sector received a net inflow of 327 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, Tom Cat received a net inflow of 729 million main funds, WuXi AppTec received a net inflow of 330 million main funds, Hongbo shares received a net inflow of main funds of 324 million, high-tech development received a net inflow of main funds of 279 million, and Inspur Information received a net inflow of main funds of 262 million.
Overall, the market continued to show a volatile adjustment, and the industries in the two cities rotated again. Recently, the market has continued to adjust at a high level, the short-term market capital is divergent, the intraday plate is rotating again, the technology, cycle, consumption, finance, military industry, energy and other sectors are differentiated, the profit taking of short-term funds and the adjustment of the main funds have triggered the market intraday adjustment, and the intraday stock index continues to show a narrow range of fluctuations. In the near term, the market momentum is weak, and the intraday market adjustment has triggered short-term sector differentiation and defensive sentiment. In the short term, the market may adjust at a high level or repeatedly, therefore, in terms of operation strategy, it is recommended that short-term investors wait and see, while medium-term investors can grasp the rhythm of market adjustment, carry out medium and long-term layout, and in terms of sector opportunities, it is recommended that investors continue to pay attention to pro-cyclical industries and large consumption themes under the expectation of economic recovery, pay attention to large infrastructure and large consumption sectors, pay attention to the low-altitude economy under the new quality productivity, artificial intelligence, intelligent machines and new energy vehicles, power batteries, photovoltaics, Structural opportunities in topics such as wind power.
( 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