Author |Zhu Hualei, editor|Gu Jinfeng.
*: Jufeng Investment Advisory, good ** application.
On Monday, the market showed a bottoming rebound, and the industries in the two cities rotated again during the session. Media and entertainment, coal, aviation, Internet, gas and heating, software services, water affairs, electrical appliances, daily chemicals, automobiles, advertising packaging, general machinery, semiconductors, agriculture, forestry, animal husbandry and fishery, components and other industries are active, wine, petroleum, nonferrous metals, steel, insurance, real estate, hotel catering, banking and other industries are weak;In terms of theme plates, multimodal AI, mixed reality, knowledge payment, intellectual property, short drama games, spatio-temporal big data, Huawei automobiles, consumer electronics, automotive thermal management, Apple concept, NVIDIA concept, machine vision, virtual reality, integrated die-casting, metaverse concept, industrial machine tool, Xiaomi concept, wireless headset and other themes are rotated, lithium mines, scarce resources, cobalt metal, aquatic products, salt lake lithium extraction, the Belt and Road Initiative, ** concept, nickel metal, prefabricated dishes, central enterprise reform, BC battery, solid-state battery, HJT batteries and other themes showed weakness. As of **, the Shanghai Index **074% to close at 299144 points;Deep Component refers to **082% to close at 963261 o'clock;GEM **125%, closed 191574 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 125 in the two cities169.3 billion yuan. Among them, the net outflow of large single was 39911 billion yuan, with a net outflow of 85 per large order258.3 billion, with a net outflow of 22966.3 billion yuan, with a net inflow of 148135.6 billion yuan.
From the perspective of the capital flow of the industry sectors in the two cities, the cultural media sector received a net inflow of 9 main funds8.2 billion, the consumer electronics sector received a net inflow of 55 billion, the net inflow of the main funds in the game sector was 38.6 billion, the net inflow of the main funds of the automobile sector was 31 billion, the main net inflow of the ** sector is 30.9 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, Zhenshitong received a net inflow of main funds of 47.9 billion, Jianghai Automobile received a net inflow of 39.3 billion, Zhongji InnoLight received a net inflow of 32.5 billion, iFLYTEK received a net inflow of 28.1 billion, Zhejiang businessmen ** received a net inflow of 26.3 billion.
Overall, the market showed a re-rotation of the industries in the two cities during the session. Recently, the market has continued to fall, and the stock indexes of the two cities are approaching their previous lows. The sharp differentiation and adjustment of the industries in the two cities has triggered a cautious market sentiment, and the rotation of intraday hot spots and the elimination of one and the other highlight the current weak market pattern. At present, the market has entered the bottom area in the early stage, and the probability of bottoming in the later stage is relatively large. At present, the overall market adjustment space is limited, and the bottoming out of the intraday market highlights the protection of low-level funds. The recent Politburo meeting and the month-end economic work conference will also be held, which will form a policy boost to the short-term market. Judging from the content of the meeting convened by the Politburo, next year we will continue to adhere to the principle of seeking progress while maintaining stability, promoting stability through progress, establishing first and then breaking down, strengthening counter-cyclical and cross-cyclical adjustment of macroeconomic policies, and continuing to implement a proactive fiscal policy and a prudent monetary policy. Domestic demand will continue to expand and promote a virtuous cycle in which consumption and investment reinforce each other. The continuous efforts of the policy side will continue to promote the recovery and recovery of China's economy, and with the continuous enhancement of the endogenous momentum of the economy, the economic fundamentals will continue to improve, which will form a strong fundamental support for the repair of the market. Therefore, in terms of investment strategy, it is recommended that investors pay attention to the structural opportunities of the market in the medium and long term, actively pay attention to infrastructure and consumption under the expectation of economic recovery, pay attention to the market opportunities in the blue-chip sector and high-growth sectors, and continue to pay attention to industry opportunities 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.