Soochow strategy · market thermometer: public offering is partial to value, and foreign investment is partial to growth

Stock market liquidity: market sentiment remained low in the last week, with a net inflow of funds in the A-share market of 7 billion yuan, compared with the previous value of 200 million yuan.

Partial value of public offering: the policy expectation based on counter cyclical regulation has failed, and the economy has gradually stabilized under cross cyclical regulation, thus forming a shock pattern of impenetrable decline and immobility. Under the volatile market, the market lacks the main line, the public offering is weak, and the style is slightly chaotic. In the recent week, the public offering funds have become weaker, and the style is biased towards the market value represented by the above securities 50 and Shanghai and Shenzhen 300. The previous week, the public offering group became weaker, and there was no consistent style choice.

Foreign capital growth: foreign capital style is different. Foreign capital has been buying and growing in recent years. After buying a lot of electronic, electrical equipment and medicine a week ago, foreign capital continued to add electronic and new energy industry chain in the past week, including electronics, nonferrous metals and electrical equipment, the top three industries in the market value of the market, and the capital of North has more holdings of Baijiu. At the level of individual stocks, the first five stocks increased by funds going north in the recent week are respectively: Contemporary Amperex Technology Co.Limited(300750) , Kweichow Moutai Co.Ltd(600519) , Wuliangye Yibin Co.Ltd(000858) , Zhejiang Huayou Cobalt Co.Ltd(603799) , Yunnan Energy New Material Co.Ltd(002812) .

Risk warning: the market entry scale of funds is roughly estimated, which is only for investors' reference; The second outbreak of the epidemic caused the enterprise performance to be lower than expected; Inflation rose faster than expected.

 

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