On February 21, the three major A-share indexes differentiated. As of the closing, the Shanghai index closed flat, the Shenzhen Component Index rose slightly by 0.09%, and the gem index fell 0.79%.
In terms of sectors, the concept stocks of “counting from the east to the west” continued to be strong, with data centers, assisted reproduction, cloud computing, education, network security and other sectors leading the increase, while precious metals, phosphorus chemicals, airport shipping, banking, cement and other sectors leading the decline.
Northbound funds ended the net buying trend in the previous two trading days and resumed net selling again. According to the intelligent monitoring of 21 INVESTMENT link, the net sales of northbound funds throughout the day were 3.522 billion yuan, including 2.921 billion yuan for Shanghai Stock link and 601 million yuan for Shenzhen Stock link.
Recently, FTSE Russell announced the quarterly review results of its flagship index. The FTSE global stock index series includes 102 new Chinese A shares, including 26 large cap a shares, 4 medium cap A-Shares and 72 small cap a shares. The above changes will take effect after the closing on March 18 (before the opening on March 21).
Referring to historical experience, Yuesheng wealth management expects that the passive allocation funds in the northbound funds will focus on the allocation of newly included stocks before the closing of March 18, and the northbound funds will show abnormal inflow. At that time, it is necessary to pay close attention to the passive fund allocation.
In terms of the top ten active stocks, Kweichow Moutai Co.Ltd(600519) , Wuliangye Yibin Co.Ltd(000858) , Asymchem Laboratories (Tianjin) Co.Ltd(002821) obtained net sales of 696 million yuan, 430 million yuan and 424 million yuan respectively. The net purchase amount of Contemporary Amperex Technology Co.Limited(300750) ranks first, with an amount of 551 million yuan.
(statement: the contents of the article are for reference only and do not constitute investment suggestions. Investors operate accordingly at their own risk.)
