Author |Zhu Hualei, editor|Gu Jinfeng.
*: Jufeng Investment Advisory, good ** application.
On Friday, the market reappeared ** adjustment, and the industries in the two cities showed local rotation during the session. Aviation, mineral products, coal, nonferrous metals, electrical equipment, petroleum, steel, insurance, household appliances, ships, transportation services and other industries showed intraday activity, while media and entertainment, Internet, advertising packaging, software services, tourism, real estate, electrical equipment, environmental protection, hotel catering, daily chemical and other industries showed weakness;In terms of theme plates, PEEK materials, lithium mines, salt lake lithium extraction, BC batteries, national defense and military industry, solid-state batteries, POE films, sodium batteries, the Belt and Road, satellite navigation, energy storage, 6G concepts, industrial machine tools and other themes showed intraday rotation, and cloud games, knowledge payment, short drama games, online games, gaming concepts, data rights confirmation, Douyin concepts, virtual reality and other themes showed weakness. As of **, the Shanghai Index **013% to close at 291478 points;Deep Component refers to **039% to close at 922131 o'clock;GEM **037%, closed 182584 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 small net outflow, with a total outflow of 321 in the two cities102 billion yuan. Among them, the net outflow of large single was 141417.7 billion yuan, with a net outflow of 179 for large orders684.2 billion, with a net inflow of 8940.8 billion yuan, with a net inflow of 312161.2 billion yuan.
From the perspective of the capital flow of the industry sectors in the two cities, the motor sector received a net inflow of 74.9 billion, the energy metals sector received a net inflow of 51.7 billion, the net inflow of the main funds of the non-ferrous metal sector was 31.5 billion, the net inflow of the main funds of the oil sector was 22.2 billion, the main net inflow of the coal sector was 21 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, N Hongsheng received a net inflow of main funds of 92.6 billion, Jiangte Motor received a net inflow of 7 main funds9.7 billion, Tianqi Lithium received a net inflow of 32.3 billion, Guangbo shares received a net inflow of 17.4 billion, Huali Chuangtong received a net inflow of 14.8 billion.
Overall, the market showed a first-class adjustment, and the industries in the two cities reappeared in local rotation during the session. After the recent market adjustment, the short-term technical bottom has been ushered in. At the same time, with the recent continuous downward trend of the market, the low-level undertaking funds began to be active, and the intraday stock index rose and the market's **, highlighting the stability of market funds. However, the current market is still facing large technical resistance and capital divergence, and the market sentiment is more cautious. At present, the overall valuation of A-shares has been in the historical bottom range, and the timing of allocation value is highlighted. In addition, the recent influx of ETFs into the equity market has released a positive signal to the market. The first economic work conference at the end of the year set the tone for next year's work direction, in the "stability of the progress, to promote stability, first establish and then break" and macro policy counter-cyclical and cross-cyclical adjustment, the policy side will continue to promote the recovery and recovery of China's economy. At present, the overall weak pattern of the market has not yet probable, and the short-term is still dominated by structural **, therefore, in terms of operation strategy, it is recommended to carry out low-buying and high-selling operations. In terms of medium-term opportunities, it is recommended to continue to 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 in the industry sector, it is recommended to 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.