On December 14, the A-share market adjusted, subject stocks performed, and the performance of the media sector was eye-catching.
As of midday closing, the Shanghai Composite Index fell 0.31%, the Shenzhen Component Index fell 0.23% and the gem index rose 0.10%. The half day turnover of the two markets exceeded 710 billion yuan, including 307.752 billion yuan in Shanghai and 407.589 billion yuan in Shenzhen.
It is worth noting that, in terms of capital, there is a huge difference between northward capital and financing capital. Data show that as of December 13, the cumulative net inflow of northbound funds since December has been 69.443 billion yuan, but the financing customers have been almost "indifferent", with an increase of only 5.024 billion yuan since December.
the performance of theme stocks is eye-catching Meisheng Cultural & Creative Corp.Ltd(002699) "five connected boards"
In today's market, individual stocks rose more and fell less. As of midday closing, the number of stocks rising in the two cities was 2519, of which 78 were up by the limit; 1895 stocks fell, of which 3 fell by the limit.
Among the Shenwan level industries, the media, national defense and military industry and computer industry led the increase, rising by 2.06%, 1.61% and 1.18% respectively; Nonferrous metals, building materials and coal industries led the decline, down 2.12%, 1.73% and 1.68% respectively.
The performance of theme stocks was eye-catching. In the mobile game sector, Borui communication, Zhewen Interactive Group Co.Ltd(600986) , Chinese Universe Publishing And Media Group Co.Ltd(600373) and other trading limits.
In the yuan universe plate, Shunya International Martech (Beijing) Co.Ltd(300612) once again "one word board" trading limit, and "20cm" trading limit for two consecutive trading days; Bizconf Telecom Co.Ltd(300578) rose by more than 14%, Avit.Ltd(300264) rose by more than 13%, Hubei Radio & Television Information Network Co.Ltd(000665) , Shanghai Fengyuzhu Culture Technology Co.Ltd(603466) , Bizconf Telecom Co.Ltd(300578) , Suzhou Anjie Technology Co.Ltd(002635) , Meisheng Cultural & Creative Corp.Ltd(002699) and other daily limits, of which Meisheng Cultural & Creative Corp.Ltd(002699) staged "five connected boards".
According to the situation of the dragon and tiger list on Meisheng Cultural & Creative Corp.Ltd(002699) December 13, the securities business department of China Greatwall Securities Co.Ltd(002939) Shenzhen Shennan Avenue, which bought a seat, bought a net of 19.5442 million yuan; The China International Capital Corporation Limited(601995) Shanghai Branch, which bought two seats, sold a net of 11.7999 million yuan while buying 17.9515 million yuan. Among the seats sold, First Capital Securities Co.Ltd(002797) Beijing Xinjiekou North Street securities business department sold more than 50 million yuan, and Huaxin Securities Shanghai Branch sold more than 33 million yuan. The phenomenon of large capital profit taking is obvious. Meisheng Cultural & Creative Corp.Ltd(002699) December 13 dragon and tiger list source:
The recent performance of the yuan universe plate is hot and the hype atmosphere is strong. Many analysts suggest that we should pay attention to risks.
GUI Haoming, chief market expert of Shenwan Hongyuan Group Co.Ltd(000166) said that now the concept of meta universe has been generalized, and there is still a certain distance between it and the effective combination of real economy. We should dialectically look at it and operate it carefully.
Everbright Securities Company Limited(601788) pointed out that it is still in the early stage of the development of the meta universe. In terms of the current underlying technology, the comprehensive breakthrough of the meta universe revolution is still far away.
northbound funds bought more than 70 billion yuan, and financing customers hardly followed
Today, northbound funds continued to increase their positions. According to the data, as of the midday closing, the north half day net inflow of funds was 3.605 billion yuan, including 1.867 billion yuan for the Shanghai Stock connect and 1.738 billion yuan for the Shenzhen Stock connect. As of December 13, northbound funds had accumulated a net inflow of 69.443 billion yuan. With today's net inflow of 3.605 billion yuan, northbound funds had accumulated a net inflow of more than 70 billion yuan since December. Flow of northbound funds since December
According to statistics, the food and beverage industry, non bank finance and banking industry ranked first in the amount of net capital inflow in the north, with a net inflow of 10.237 billion yuan, 10.114 billion yuan and 5.940 billion yuan respectively. Flow of northward capital industry in recent week
In the case of a substantial increase in positions of funds from the north, financiers, the representative of the market's high-risk preference, were almost "indifferent". Data show that as of December 13, the financing balance of the two cities reported 1728.977 billion yuan, an increase of 5.024 billion yuan since December, of which 4.997 billion yuan was increased on December 13. Financing transactions since December
From the perspective of the warehousing industry of financing customers since December, the food and beverage, steel and automobile industries ranked first in terms of net financing purchases, with net purchases of 2.632 billion yuan, 1.932 billion yuan and 1.628 billion yuan respectively. Non ferrous metals, power equipment and banking industry ranked first in terms of net sales of financing, with net sales of 1.701 billion yuan, 1.542 billion yuan and 903 million yuan respectively. Financing transactions since December
For the current market, Lang Chengcheng, general manager of Fulong fund research department, said that it is recommended to allocate relatively balanced in the short term and pay attention to the allocation opportunity of short-term correction of growth track.
Citic Securities Company Limited(600030) believes that abundant market liquidity supports the relay of incremental funds, and the cross year blue chip market dominated by institutional funds is expected to continue for several months.
(China Securities Journal)
