Special topic: a-share has entered the right rising stage. Foreign investors are optimistic about the allocation value of A-share.
The market continues to adjust on FridayDaytonachampionshipusaThe industries of the two cities were divided again, with gas supply and heating, electric power, diversified finance, agriculture, forestry, animal husbandry and fishing, environmental protection, transportation facilities, transport equipment, iron and steel, medicine, oil, tourism, software services and other industries active. Real estate, aviation, household goods, chemical fiber, shipping, insurance, automobile, brewing and other industries showed a pullback. In terms of theme plate, the topics such as seed industry, virtual power plant, BC battery, green power, TOPCon battery, smart grid, biomass energy, photovoltaic, UHV, energy storage, wind power, pork, charging pile, synthetic biology, high voltage fast charging, cobalt metal and so on are active. Topics such as PEEK materials, rental and purchase rights, flying cars, low-altitude economy, glass substrate, military informatization, large aircraft, carbon fiber, space-time big data, satellite navigation, secondary new stocks, and national defense military industry showed weakness. By the end of the day, the Prev was down 0.Daytonachampionshipusa.88% to close at 3088.87 points; the Shenzhen Composite Index fell 1.23% to close at 9424.58 points; and the gem fell 1.81% to close at 1818.56 points.
From the point of view of the main capital flow of the two cities, by the close, the main funds of the Shanghai and Shenzhen stock markets showed a substantial net outflow, with a total outflow of 31.43631 billion yuan. Of this total, the large single net outflow is 13.94612 billion yuan, the large single net outflow is 17.49019 billion yuan, the medium single net outflow is 59.61728 million yuan, and the small single net inflow is 314.9593 yuan.
Judging from the capital flow direction of the industry plates of the two cities, the power industry received a net inflow of 3.286 billion of the main funds, the power grid equipment plate received a net inflow of 873 million of the main funds, the agriculture, animal husbandry and fishing sector received a net inflow of 690 million of the main funds, the oil sector received a net inflow of 246 million of the main funds, and the coal sector received a net inflow of 221 million of the main funds.
From the point of view of the capital flow of individual stocks in the market, the top 10 net inflows of main funds are as follows:
From the point of view of the main capital flow of individual stocks in the two cities, Jilin Electric Power shares received a net inflow of 371 million of the main funds, Star Power received a net inflow of 308 million of the main funds, Changjiang Power received a net inflow of 288 million of the main funds, Wen's shares received a net inflow of 217 million of the main funds, and Kyushu Group received a net inflow of 188 million of the main funds.
On the whole, the market continues to show shock adjustment, and the industries of the two cities show a substantial differentiation. Recently, the market continues to adjust, and short-term differences increase market volatility. From the point of view of the market, the industries of the two cities reappear the structural rotation, and the cycle, agriculture, science and technology, consumption and financial sectors show partial strength. Short-term mood swings have a great impact on the current market. Judging from the current trend, the market is still in the stage of interval adjustment, with technical support for stock index adjustment near 3100 points, while the upper 5 and 10 lines form a technical suppression on the rebound of the stock index, and there is a greater probability of repeated adjustment in the later stage. and the adjustment cycle is expected to be lengthened. The recent issuance of ultra-long-term treasury bonds will not only stabilize market liquidity and interest rates, but also be conducive to economic recovery and growth. With the continuous increase of domestic policies, the implementation of stable growth policies will further promote the improvement of economic fundamentals, which will provide a strong support for the strength of the market. Therefore, in terms of investment strategy, it is suggested that we should continue to pay attention to the theme of pro-cyclical industries and large consumption, low-altitude economy, artificial intelligence and intelligent machines under new quality productivity, and non-bank finance and new energy track opportunities.
(author: Zhu Hualei practice Certificate: A0680613030001)