Author|Zhu Hualei,Editor|Gu Jinfeng
Source: Jufeng Investment Advisory, Good Stock Application
On Wednesday, the market continued to show adjustment, and the industries in the two cities were differentiated, with real estate, household goods, building materials, comprehensive, household appliances, coal, chemical fiber, communication equipment, papermaking, banking, trade agents and other industries resisting declines, and shipbuilding, securities, medicine, agriculture, forestry, animal husbandry and fishery, gas and heating, petroleum, food and beverage, electricity, water, nonferrous metals, diversified finance, warehousing and logistics, chemical and other industries showed a pullback; In terms of theme plates, aquatic products, rent-purchase rights, horse racing concepts, PEEK materials, carbon fiber, fertilizer concepts, artificial meat, POE film, green buildings and other themes showed rotation, while virtual power plants, CXO concepts, battery swap concepts, UHV, immunotherapy, high-voltage fast charging, assisted reproduction, state-owned assets cloud, hepatitis concepts, seed industry and other themes showed weakness. At the close, the Shanghai Composite Index fell 0.82% to close at 3,119.90 points, the Shenzhen Component Index fell 0.88% to close at 9,583.54 points, and the ChiNext fell 0.90% to close at 1,838.89 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 30,604.14 million yuan in the two cities. Among them, the net outflow of large orders was 13,687.80 million yuan, the net outflow of large orders was 16,916.34 million yuan, the net inflow of medium orders was 3,068.69 million yuan, and the net inflow of small orders was 27,535.45 million yuan.
From the perspective of the capital flow of the industry sectors in the two cities, the real estate development industry received a net inflow of 1.467 billion yuan, the real estate service sector received a net inflow of 212 million yuan, the decoration and building materials sector received a net inflow of 95.7866 million yuan, the semiconductor sector received a net inflow of 70.8321 million yuan, and the fertilizer sector received a net inflow of 63.5192 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, Tongfu Microelectronics received a net inflow of main funds of 833 million, Vanke A received a net inflow of main funds of 586 million, Industrial Fortune Federation received a net inflow of main funds of 230 million, Shaanxi Coal Industry received a net inflow of main funds of 203 million, and Shanggong Shenbei received a net inflow of main funds of 177 million.
Overall, the market continues to show shock adjustments, the intraday industry differentiation and local rotation of the two cities in the near future continue to shrink at a high level, the short-term market capital divergence is increasing, the overall decline in the intraday industry sector highlights the pressure of market adjustment, and the market defensive sentiment increases. Judging from the intraday plate performance, the cyclical, financial, consumption, science and technology, and military industries reappeared in local rotation, and the outflow of market funds intensified the adjustment and differentiation of the intraday plates, and the intraday stock index continued to fluctuate in a narrow range. In the short term, the probability of a technical rebound in the market is relatively large, and the local tires in the intraday sector highlight the short-term structural characteristics of the market. At present, the overall performance of the market is weakening, 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 the theme of large infrastructure and large consumption sectors, and low-altitude economy, artificial intelligence, intelligent machines and non-bank financial and new energy track stock opportunities under the new quality productivity.
( 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
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