Over the past week, the three major A-share indexes have weakened in general, with the Shanghai index falling 1.25%, the Shenzhen composite index falling 2.6% and the gem index falling 4.26%. On the disk, the speculation of capital construction, real estate, anti epidemic and other theme stocks has cooled, and traditional blue chips such as consumption and finance have risen against the trend.
Due to holiday factors, trading of northbound funds was suspended on Thursday and Friday. According to 21 INVESTMENT smart monitoring, northbound funds bought a total of 1.642 billion yuan in nearly five trading days (April 7-april 13), of which 9.137 billion yuan was bought sharply on Tuesday and sold in the other four trading days.
Yuesheng financial said that looking forward to the future, the market will still fluctuate repeatedly at the bottom. On the one hand, China's loose policies and steady growth are positive factors; On the other hand, the Federal Reserve will raise interest rates and shrink the table to promote the rise of US bond interest rates, which will suppress the risk appetite of the global market. Therefore, before the market bottom is officially established, it is inevitable for the index to fluctuate repeatedly.
Recently, what industries and stocks are northbound funds optimistic about? After analyzing the data of nearly five trading days, 21 INVESTMENT link found that banks, real estate development, wine making, batteries and other sectors have been favored by northbound funds recently, and the cumulative net purchase amount ranks first; Chemical pharmaceutical, automobile, securities, steel and other sectors are industries with more net sales.
increased bank holdings and decreased Chemical Pharmaceutical Holdings
In terms of net purchase amount, northbound capital increased its holdings in 32 industries, with banks taking the lead, with a net purchase amount of 3.73 billion yuan, followed by the real estate development industry, with a net purchase of 2.051 billion yuan.
Northbound capital reduced its holdings in 68 industries, among which chemical pharmaceutical was the largest, with a net sales amount of 1.788 billion yuan, followed by the automobile industry, with a net sales of 1.366 billion yuan.
net purchases Kweichow Moutai Co.Ltd(600519) 1.454 billion yuan, net sales 6 Zhejiang Construction Investment Group Co.Ltd(002761) .220 billion yuan
In terms of stocks, the net purchase of funds from the north is a net purchase of funds from the north. Net purchase of funds from the North: net purchase of funds from the North: net purchase of funds from the North: the net purchase of funds from the North: the net purchase of Kweichow Moutai Co.Ltd(600519) was bought in net amount of 991 million yuan, China State Construction Engineering Corporation Limited(601668) was bought in net amount of 916 million yuan, Ping An Bank Co.Ltd(000001) was bought in net amount of 857 million yuan, Midea Group Co.Ltd(000333) was bought in net amount of 727 million yuan.
Net selling of funds north to the North: net selling of funds from the North: the net net selling of funds to the North: the net selling of funds to the North: the Jiangsu Hengrui Medicine Co.Ltd(600276) for680 million yuan, Byd Company Limited(002594) was sold for 624 million yuan, China stock market news for 489 million yuan and Haier Smart Home Co.Ltd(600690) for 485 million yuan.
