Author |Zhu Hualei, editor|Gu Jinfeng.
*: Jufeng Investment Advisory, good ** application.
On Friday, the market continued to show the first intraday industry rotation in the two cities. Components, ships, communication equipment, media and entertainment, Internet, IT equipment, semiconductors, culture, education and leisure, medicine, automobiles, general machinery, agriculture, forestry, animal husbandry and fishery and other industries are in rotation, and petroleum, transportation services, insurance, electric power, steel, gas and heating, coal, building materials and other industries are fine-tuned;In terms of theme plates, CPO concepts, mixed reality, e-paper, consumer electronics, virtual reality, metaverse, online games, wireless headsets, Douyin concepts, ultra-clear **, memory chips and other themes present intraday rotation, and themes such as disperse dyes, liquor, PEEK materials, the Belt and Road, ** concept, China Special Valuation, railway infrastructure and other themes are presented intraday**. As of **, the Shanghai Index **068% to close at 297493 points;Deep Component refers to **089% at 952469 points;GEM **063%, closed 189137 points.
From the perspective of the main capital flow of the two cities, as of the end of **, the main funds of Shanghai and Shenzhen showed a large net outflow, with a total outflow of 72989.5 billion yuan. Among them, the net inflow of large orders was 2331.4 billion yuan, with a net outflow of 70658.1 billion, with a net outflow of 63012.1 billion yuan, with a net inflow of 136 small orders001.5 billion yuan.
From the perspective of the capital flow of the industry sectors in the two cities, the consumer electronics sector received a net inflow of 137.8 billion, the optical and optoelectronic sector received a net inflow of 128.2 billion, the net inflow of the main funds in the cultural media sector was 101.9 billion, the net inflow of the main funds in the game sector was 68.5 billion, the main net inflow of the software development sector was 50.2 billion.
From the perspective of the market's ** capital flow, the top 10 net inflows of main funds are as follows:
From the perspective of the main capital flow of the two cities, Goertek received a net inflow of 111.9 billion, Longzhou shares received a net inflow of 41.9 billion, iSoftStone received a net inflow of 40.5 billion, N Dali received a net inflow of main funds of 30.2 billion, Chinese ** received the main net inflow of 26.7 billion.
Overall, the market market showed a reappearance of the two industries in the intraday market. Industries such as components, ships, communication equipment, hotels and catering, media and entertainment, Internet, IT equipment, tourism, semiconductors, culture, education and leisure, medicine, automobiles, general machinery, agriculture, forestry, animal husbandry and fishery are in rotation, and industries such as petroleum, transportation services, insurance, electric power, steel, gas and heating, coal, and building materials are fine-tuned. Recently, the market has stabilized after bottoming out, and the short-term trend is expected to usher in a reversal. At present, the market is still facing technical suppression from above, and there is still the possibility of repeated repairs in the later stage. However, market sentiment has begun to pick up, and investors' risk appetite has increased, especially after the continuous adjustment of the market in the early stage, the overall valuation of the market is at a historical bottom, and the value of medium-term allocation is highlighted. In addition, with the opening of the year-end New Year's Eve, the return of market funds has given rise to the recent market, and in the short term, the repair of the market is expected to continue. Under the counter-cyclical and cross-cyclical adjustment of macro policies, the domestic economy is expected to continue to stabilize and recover next year. With the end of the Fed's tightening cycle and the continued improvement of the domestic economy, the improvement of the internal and external environment of the market will help the market to repair in the medium term. Therefore, in terms of investment strategy, investors will pay attention to the theme of large infrastructure and large consumption under the expectation of economic recovery in the medium and long term, and pay attention to opportunities in industries such as new energy vehicles, consumer electronics, real estate, chips, food and beverage, software, and communication equipment.
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.