On Wednesday, the market continued to show shock adjustments, and the industries in the two cities reappeared in differentiation and local rotation, with water, electricity, shipping, aviation, telecommunications operations, transportation equipment, petroleum, construction machinery, construction, coal and other industries showing rotation, and household goods, daily chemicals, electrical appliances, culture, education and leisure, agriculture, forestry, animal husbandry and fishery, hotel catering, tourism, chemical fiber, software services, real estate, health care, Internet and other industries showing a pullback; In terms of theme plates, liquid-cooled servers, copper high-speed connections, national defense and military industry, EDA concept, CPO concept, commercial aerospace, PCB concept, optical communication, railway infrastructure, the Belt and Road, large aircraft, wireless headsets, satellite navigation, special valuation and other themes showed intraday strength, family doctors, car dismantling, car road cloud, supply and marketing cooperatives, seed industry, pest control, pork, chicken, digital watermarking, integrated die-casting, data rights confirmation, food safety, fuel cells and other themes showed weakness. At the close, the Shanghai Composite Index fell 0.46% to close at 2,901.95 points, the Shenzhen Component Index fell 1.32% to close at 8,493.10, and the ChiNext fell 1.23% to close at 1,650.91 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 24,245.96 million yuan in the two cities. Among them, the net outflow of large orders was 10,200.36 million yuan, the net outflow of large orders was 14,045.60 million yuan, the net inflow of medium orders was 241.65 million yuan, and the net inflow of small orders was 24,004.32 million yuan.
From the perspective of the capital flow of the industry sectors in the two cities, the oil industry received a net inflow of 488 million yuan, the non-metallic materials industry received a net inflow of 479 million yuan, the wind power equipment sector received a net inflow of 175 million yuan, the banking sector received a net inflow of 163 million yuan, and the communication services sector received a net inflow of 156 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, Wall Nuclear Materials (002130) received a net inflow of 517 million main funds, Sinopec (600028) received a net inflow of 220 million main funds, high-tech development (000628) received a net inflow of 202 million main funds, China Construction (601668) received a net inflow of main funds of 165 million, and Cambrian received a net inflow of main funds of 151 million.
Overall, the market continued to show shock adjustments, and the industries in the two cities reappeared in differentiation and local rotation. The recent market adjustment has intensified short-term sentiment differentiation and volatility, and the industries in the two cities have shown a pullback. The decline in the stock index and the downward shift of the market's center of gravity have triggered an increase in short-term market risk aversion. Judging from the recent performance of the sector, the technology, cyclical, and consumer sectors are differentiated, and the financial and military sectors are locally active. In the short term, the market decline has broken the original trend and pattern, and the market may once again bottom out to seek low-level technical support. At present, the Shanghai Composite Index has launched a technical adjustment near 2900 points, and the stock index is facing greater technical pressure on the upside, and the probability that the market will continue to bottom out in the later period is relatively large. In addition, the central bank lowered the LPR market prime rate and the short-term reverse repo operation rate to guide the market interest rate downward to support the development of the real economy. Under the continuous increase in policy, the domestic economy is expected to continue to maintain steady recovery and growth in the second half of the year. In addition, the regulator's countercyclical adjustment of the financial market, the suspension of securities lending business and the strengthening of the supervision of quantitative trading operations have restricted market short-selling. At present, the factors affecting the market are decreasing, positive factors are accumulating and releasing them, and with the subsequent improvement and boost of market sentiment, the medium-term repair market is still expected. In the current market environment, it is recommended that investors wait and see, and then seek new opportunities to participate after the market stabilizes, and in the medium term, it is recommended to continue to pay attention to the theme of infrastructure investment under counter-cyclical adjustment and pro-cyclical consumption, pay attention to investment opportunities in construction, real estate, building materials, electric power, steel and new energy vehicles, consumer electronics, tourism, hotel catering, agriculture and breeding, transportation services and other industries, and pay attention to low-altitude economy, vehicle-road-cloud integration, artificial intelligence, AI chips and other theme opportunities under the new quality productivity.
( Author: Zhu Hualei Practicing Certificate: A0680613030001 )
This article was first published on the WeChat public account: Jufeng Investment Advisor. The content of the article belongs to the author's personal views and does not represent the position of Hexun.com. Investors should act accordingly at their own risk.