Recently, the new energy sector has attracted widespread attention, especially on December 6, the new energy sector has been fully launched, showing the activity of the market. This abrupt ** raises an important question: has the new energy sector bottomed out and is starting to recover?
From the perspective of market dynamics, investors are currently looking for investment targets with strong flexibility for capital allocation. Especially those industries and sectors that are supported by domestic funds, such as new energy, their strength is more significant. The fundamental data of the new energy sector is good, but the main problem is the continuous outflow of northbound funds, which is partly due to the incomplete judgment of foreign investors on the fundamental information of A-shares, which has led to the current pricing failure of the new energy sector.
It is worth noting that sectors such as consumption and new energy, as they are the main force of foreign capital allocation, are more susceptible to the inflow and outflow of passive disks. Since August, foreign investors have continued to sell the new energy sector, which has put pressure on it from the financial level. If the exchange rate and outlook for the domestic economy do not improve rapidly, the negative impact of foreign investment on the new energy sector is likely to continue.
At the same time, domestic investors in the field of new energy are relatively stable, and the overall allocation is close to parity. However, in contrast, the impact of foreign capital at the marginal level is more pronounced. From the perspective of chip distribution, the new energy sector has long been an area with more position structure, but due to the influence of the first growth style and overseas macro factors, it may be more susceptible to the suppression of capital flow and macro environment.
While the new energy sector may face volatility due to trading and sentiment factors in the short term, there is still significant potential in the sector in the long term. For investors, it is necessary to pay close attention to capital flows, especially the impact of the continuous selling of foreign capital on the new energy sector. For investors who are interested in gaining an in-depth understanding of new energy investment opportunities, it is important to pay attention to market dynamics and capital flows.
This article was first published in the interpretation of the financial outlet, if there is **, please indicate the source.