Special topic: the policy and reform are expected to continue to increase the A-share stage adjustment will not hinder the continuation of the repair market
The market showed a shock and rebound on Monday, and the industries of the two cities reappeared local rotations. Semiconductor, oil, coal, transport services, power, transportation facilities, telecommunications operations, household appliances, non-ferrous metals, banks, warehousing and logistics, daily chemical industry, gas and heating and other industries are active. Pullback in building materials, comprehensive, real estate, general machinery, advertising and packaging, aviation, software services, mineral products, media entertainment, electrical equipment and other industriesNftgameplaytoearnfreeIn terms of theme plate, lithography machine, shipping concept, virtual power plant, smart grid, UHV, industrial gas, memory chip, medium special assessment, chip, railway infrastructure and other topics showed rotation, while BC batteries, HJT batteries, PEEK materials, aquatic products, composite copper foil, carbon fiber, POE film, electronic paper, space-time big data, satellite navigation and other themes showed weakness. By the end of the day, the Prev was up 1.Nftgameplaytoearnfree.14% to close at 3124.04 points; Shenzhen Composite Index rose 0.88% to close at 9507.75 points; and gem rose 0.68% to close at 1830.96 points.
From the point of view of the main capital flow of the two cities, by the close, the main funds of the Shanghai and Shenzhen stock markets showed a small net outflow, with a total outflow of 7.22421 billion yuan. Of this total, the large single net outflow is 904.51 million yuan, the large single net outflow is 6.31969 billion yuan, the medium single net outflow is 1.44025 billion yuan, and the small single net inflow is 86.6445 yuan.
Judging from the capital flow direction of the industry plate of the two cities, the semiconductor industry received a net inflow of 910 million of the main capital, the banking sector received a net inflow of 835 million of the main capital, the electronic chemicals plate received a net inflow of 650 million of the main capital, the main capital of the non-ferrous metal plate received a net inflow of 392 million, and the oil sector received a net inflow of 352 million.
From the point of view of the capital flow of individual stocks in the market, the top 10 net inflows of main funds are as follows:
Judging from the main capital flow of individual stocks in the two cities, Baichuan shares received a net capital inflow of 400 million, PetroChina received a net capital inflow of 302 million, Industrial USI received a net capital inflow of 290 million, and Zhangjiang Hi-Tech received a net capital inflow of 281 million. SMIC received a net inflow of main funds of 258 million.
Overall, the market showed a shock rebound, the local rotation of the industries of the two cities reappeared in the day. Recent market pressure shows a continuous adjustment, from the trend point of view, the overall trend of the market is weakening, short-term stock index downward or seek low technical support. The financial, cyclical, consumer and technology industries actively protected the market adjustment, and the intraday stock index bottomed out and rebounded. In the short term, the upside of the market faces greater technical repression, financial differences may continue to cause plate rotation and adjustment, and there is a greater probability of repeated market adjustment in the later stage. At the policy level, with the recent issuance of ultra-long-term treasury bonds, market liquidity has been replenished. in addition, it is also expected to promote the continued recovery of the domestic economy. With the continuous increase of domestic policies, the implementation of stable growth policies will further promote the improvement of economic fundamentals, which will provide a strong support for the strength of the market. Therefore, in terms of investment strategy, it is suggested that we should continue to pay attention to pro-cyclical industries and big consumption themes, and pay attention to cyclical industries such as construction, building materials, iron and steel, coal, power and other cyclical industries, as well as low-altitude economy, artificial intelligence and intelligent machines under new quality productivity. pay attention to non-bank finance, new energy track opportunities.
(author: Zhu Hualei practice Certificate: A0680613030001)