Author |Zhu Hualei, editor|Gu Jinfeng.
*: Jufeng Investment Advisory, good ** application.
On Tuesday, the market continued to show ** adjustment, the two cities of the industry re-differentiation and local rotation, banking, aviation, tourism, media and entertainment, electricity, transportation equipment, insurance, agriculture, forestry, animal husbandry and fishery, construction, food and beverage, automobile and other industries are active, daily chemicals, public transportation, household goods, hotel catering, environmental protection, mineral products, general machinery, culture, education and leisure, electrical equipment, chemicals, pharmaceuticals and other industries presented**; In terms of theme plates, AI mobile phone PC, flying car, knowledge payment, intellectual property, quantum technology, railway infrastructure, chicken, special valuation, e-paper, large aircraft and other themes are in rotation, and CXO concept, seed industry, assisted reproduction, ** medicine, heat pump concept, medical waste treatment, air treatment, sodium battery, BC battery, supply and marketing cooperatives, sewage treatment and other themes are weakening. Cut-off**, Shanghai Composite Index **028% to close at 304779 points; Deep Component refers to **023% at 941680 points; The GEM fell slightly by 006%, closed 183366 points.
From the perspective of the main capital flow of the two cities, as of the end of **, the main funds of the Shanghai and Shenzhen markets showed a large net outflow, with a total outflow of 444 in the two cities883 billion yuan. Among them, the net outflow of large single was 210936.5 billion yuan, with a net outflow of 233 for large orders946.5 billion, with a net inflow of 3159.7 billion yuan, with a net inflow of 441 small orders723.2 billion yuan.
From the perspective of the capital flow of the industry sectors in the two cities, the aerospace sector received a net inflow of 31.8 billion, and the insurance sector received a net inflow of 16.9 billion, the main capital inflow of the decoration sector was 8234950,000, the net inflow of the main funds of the real estate service sector was 5460140,000, the main net outflow of the jewelry sector was 506992 trillion.
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, Dahua shares received a net inflow of 6 main funds7.3 billion, Changdian Technology received a net inflow of 49.3 billion, CATL received a net inflow of 48.4 billion, Jianghai Automobile received a net inflow of 48 billion, Dongfang Precision received a net inflow of 35.9 billion.
Overall, the market continues to show the best adjustment, and the industries in the two cities are again differentiated and rotated in the intraday. Recently, the market has continued to show a high-level ** adjustment, with local rotation and differentiation in the short-term sector, and market adjustment caused by profit-taking in the early stage and the adjustment of the main funds. However, the overall trend of the market continues to maintain an upward trend, and the short-term correction will not hinder the medium-term trend of the market to continue to improve. From a technical point of view, the Shanghai Composite Index has stood firm at 3,000 points, and the technology will be launched near the 5-day line in the short term to consolidate the support of the technical platform. The Shenzhen Component Index and the ChiNext Index continue to approach the half-year line, and in the short term, the market adjustment is conducive to self-correction and medium-term reversal. At present, the market has entered the time stage of the two sessions, and the focus of market attention in the later stage is the "tone of the policy of the two sessions" and the expectation of the implementation of future policies. Therefore, investors do not need to worry too much about the short-term adjustment of the market, and can participate in the hot spots in the market on dips, and at the same time actively pay attention to the low-absorption opportunities in the market process and carry out medium-term layout. In terms of future sector opportunities, it is recommended to pay attention to the infrastructure, building materials, construction machinery and photovoltaic and wind power that have rebounded from the boom of major projects after the holiday, and continue to pay attention to the consumption of liquor, food and beverage, new energy vehicles and electronic bulk commodities in electronics, semiconductor chips and artificial intelligence.
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.