Stock market liquidity: in the recent week, the market sentiment was low, and the net inflow of A-share funds was 200 million yuan, compared with the previous value of - 82.8 billion yuan.
Leveraged funds stabilized and market sentiment bottomed out: since April, the market has fluctuated and adjusted, and the net outflow of funds has continued. Among them, retail funds are more willing to outflow when the market sentiment bottomed out. In the past four weeks, the net outflow scale of leveraged funds has been more than 20 billion yuan, and the net outflow of 4 / 25-5 / 6 (seven trading days) is 78.2 billion yuan. In the recent week, with the rebound of the market, the net inflow of leveraged funds was 4.9 billion yuan. Although the transaction volume, turnover rate and other emotional indicators remained low, they did not decline significantly. The market sentiment is at the bottom stage.
Domestic investment tends to consumption, while foreign investment is more balanced: in the recent week, public funds tend to be weaker, the style tends to value, and the industry tends to the consumption sector. In the previous week, they also tend to the value sector represented by consumption. The style of foreign investment is more balanced. In the past week, funds went north to buy the top three industries: power equipment, banking and public utilities, and sell the top three industries: non-ferrous metals, food and beverage and steel.
Risk warning: the scale of capital entering the market is roughly estimated, which is only for investors' reference; The second outbreak of the epidemic caused the performance of enterprises to fall short of expectations; Inflation rose faster than expected.
