The news most concerned by the market this week is that the "RRR reduction" expectation released by the management finally landed after trading on Monday. The market reaction was light on Tuesday, but the stock index rose about 1% on Wednesday and Thursday. The gem index fell slightly this week. this week, the cumulative net purchase of northbound funds reached 48.8 billion yuan, a new high since the opening of land stock connect.
After the "RRR reduction" was implemented, in the capital market, the real estate and real estate post cyclical plates, such as building materials, furniture, household appliances and other plates, have a strong momentum of repair this week. It is worth noting that the blue chip market is also coming back, especially after the Baijiu plate has experienced a year of ups and downs. The hot new energy vehicle plate in the early stage fluctuated greatly under the influence of the reduction of Contemporary Amperex Technology Co.Limited(300750) by the largest overseas Chinese stock fund and the Tesla recall, and ushered in the plate Market repair on Friday.
The best stocks this week are Yunnan Xiyi Industrial Co.Ltd(002265) , Hunan Tyen Machinery Co.Ltd(600698) , Guangdong Dcenti Auto-Parts Stock Limited Company(603335) and Zhejiang Yueling Co.Ltd(002725) . The gains of several stocks are almost the same. They are "winners" who have harvested five companies. Among them, Yunnan Xiyi Industrial Co.Ltd(002265) and Hunan Tyen Machinery Co.Ltd(600698) benefit from the concept of restructuring the Chinese military system, Guangdong Dcenti Auto-Parts Stock Limited Company(603335) and Zhejiang Yueling Co.Ltd(002725) are "dark horses" running out of the auto parts sector, and Zhejiang Yueling Co.Ltd(002725) also has the concept of hot hydrogen energy. The good news of yuancosmos landed one after another, and the weekly increase of related concept equity also ranked in the forefront of a shares.
The top stocks in the net outflow of main funds this week include energy metal bull stocks and photovoltaic leaders, while the amount flowing into large financial sectors such as banks and securities is large.
(Financial Associated Press)
