Author|Zhu Hualei,Editor|Gu Jinfeng
Source: Jufeng Investment Advisory, Good Stock Application
On Monday, the market showed a volatile surge, and the industries in the two cities reappeared in rotation, nonferrous metals, coal, tourism, agriculture, forestry, animal husbandry and fishery, aviation, wine, hotel catering, chemical fiber, mineral products, food and beverage, securities, semiconductors, transportation services, chemicals, transportation services, petroleum, banking and other industries showed rotation, household goods, communication equipment, Internet, real estate, steel, household appliances, construction machinery, telecommunications operations and other industries showed a pullback; In terms of theme plates, glass substrates, chicken, pork, lab-grown diamonds, scarce resources, gold concepts, nickel metals, cobalt metals, composite copper foils, tourism concepts, rare earth permanent magnets, artificial meat, liquor concepts, POE films, power battery recycling, lithography machines, liquor and other themes are presented, and themes such as copper cable high-speed connection, cloud games, property management, prefabricated buildings, 6G concepts, PEEK materials, liquid-cooled servers, rent-purchase equal rights, battery swap concepts, virtual power plants and other themes are weakening. At the close, the Shanghai Composite Index rose 0.54% to close at 3,171.15 points, the Shenzhen Component Index rose 0.43% to close at 9,750.82 points, and the ChiNext rose 0.59% to close at 1,875.93 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 small net outflow, with a total outflow of 15,791.83 million yuan in the two cities. Among them, the net outflow of large orders was 7,849.00 million yuan, the net outflow of large orders was 7,942.82 million yuan, the net inflow of medium orders was 2,772.65 million yuan, and the net inflow of small orders was 13,019.18 million yuan.
From the perspective of the capital flow of the industry sectors in the two cities, the power industry received a net inflow of 929 million yuan, the non-ferrous metal sector received a net inflow of 854 million yuan, the precious metal sector received a net inflow of 626 million yuan, the small metal sector received a net inflow of 279 million yuan, and the oil sector received a net inflow of 211 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, Yangtze River Power received a net inflow of 314 million main funds, Xinyisheng received a net inflow of 299 million main funds, Inspur Information received a net inflow of 235 million main funds, Yili shares received a net inflow of 232 million main funds, and Accelink Technology received a net inflow of 219 million main funds.
Overall, the market showed volatility and soared, and the industries in the two cities rotated again. Recently, the market continued to fluctuate and adjust, and the short-term ushered in a large-scale breakthrough, the intraday consumption, financial, cyclical, and agricultural sectors drove the market higher, the Shanghai Composite Index hit a new high in the recent rebound, and the Shenzhen Component Index and the ChiNext Index also fluctuated higher, and the industries in the two cities ushered in a structural general rise. From the perspective of the disk, the general rise of the industry sector and the upward shift of the market center of gravity, the sentiment of the two cities was activated, and the sharp return of over-the-counter funds triggered a large increase in the market, the intraday market was volatile and high, and the risk appetite of investors rebounded. From the trend point of view, the market has reappeared in an upward trend, and after a short-term breakthrough, it is expected to open a new round of upward trend. In addition, the chairman of the Federal Reserve once again emphasized the expectation of loose monetary policy, the boost of the external environment and the improvement of the internal environment will help the repair of the market, in addition, with the policy side continues to increase the steady growth policy, the improvement of domestic economic fundamentals is expected to support the market to further strengthen, under the economic fundamentals, the medium-term market is still expected, in terms of investment strategy, it is recommended to continue to pay attention to the pro-cyclical industry and the theme of large consumption, Pay attention to the low-altitude economy, artificial intelligence, and intelligent machines under the new quality productivity, and pay attention to the opportunities in non-bank finance and new energy tracks.
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( 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