Special topic: institutions with uncertainty about long-term stock market growth suggest looking for pricing opportunities in two aspects.
The market continues to adjust on ThursdayLotaplaycasinoThe industries of the two cities were divided, and the industries of shipping, banking, aviation, telecom operation and household appliances showed resistance. Intraday pullback of non-ferrous metals, trade agents, real estate, mineral products, chemical industry, tourism, hotel catering, iron and steel, building materials, environmental protection, diversified finance, Internet, textile and clothing and other industries In terms of theme plate, AI mobile phone PC, Nvidia concept, space-time big data, flying cars, PEEK materials, liquid-cooled servers, carbon fiber and other topics showed active, while gold concept, scarce resources, nickel metal, cobalt metal, glass plate base, sodium batteries, lithium ore, disperse dyes, copper cable high-speed connections and other themes showed weakness. By the end of the day, the Prev was down 1.Lotaplaycasino.33% to close at 3116Lotaplaycasino.39 points; the Shenzhen Composite Index fell 1.56% to close at 9541.64 points; the gem fell 1.38% to close at 1852.07 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 substantial net outflow, with a total outflow of 49.27837 billion yuan. Of this total, the large single net outflow was 24.47545 billion yuan, the large single net outflow was 24.80293 billion, the medium single net inflow was 6.23223 billion yuan, and the small single net inflow was 430.4614 yuan.
Judging from the capital flow direction of the industry plate of the two cities, the shipbuilding industry received a net inflow of 183 million of the main capital, the plastic products plate received a net inflow of 3.2999 million of the main capital, the electronic components plate received a net capital outflow of 19.2846 million, the power equipment plate received a net capital outflow of 20.4729 million, and the automobile service plate received a net inflow of 438.83 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, Changjiang Electric Power received a net inflow of 231 million, Zhejiang Construction Investment received a net inflow of 224 million, high-tech development received a net inflow of 191 million, Weichai Power received a net inflow of 171 million, and Xinyu Hi-Tech received a net inflow of 169 million of the main capital.
Overall, the market continued to show a shock adjustment, the two cities showed a general decline in the industry. Recently, the market has continued to adjust, the short-term differences have increased, the general decline of industries in the two cities in intraday trading and the profit-taking of market funds have intensified.LotaplaycasinoAfter the adjustment of the market, the market defense sentiment improved, some consumer, agricultural and technology sectors were active, the cycle and financial sectors were weaker, and the intraday shocks of the two cities' stock indexes fell. In the short term, the upside of the market is facing greater pressure, and the probability of technical backstepping in the later stage of the market is higher. However, the overall adjustment of the market is limited and is expected to continue to rise after a short-term adjustment. From the perspective of macro policies and news, domestic ultra-long-term treasury bonds will be issued one after another in the near future, which will provide sufficient funds for major projects and projects to help economic recovery and growth. 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 the theme of pro-cyclical industries and large consumption, low-altitude economy, artificial intelligence and intelligent machines under new quality productivity, and non-bank finance and new energy track opportunities.
(author: Zhu Hualei practice Certificate: A0680613030001)
