(Original title: Smart money buys 23.3 billion madly, and the A-share market is about to come? The return of the auto stock king, this stock has been significantly increased (list) investment intelligence)
This week, the A-share market fluctuated up. The Shanghai Stock Index rose by 0.29%, the Shenzhen Component Index rose by 0.53%, and the ChiNext Index rose by 0.26%.
At the same time, the northbound funds attacked fiercely. According to 21 Investment Link Intelligent Monitoring, from October 18 to October 22, the northbound funds purchased a net 23.301 billion yuan, of which 10.09 billion yuan was purchased for Shanghai Stock Connect and 10.095 billion yuan was purchased for Shenzhen Stock Connect. Buy 13.207 billion yuan.
What is rare is that from October 21st to 22nd, the northbound funds swept over tens of billions of dollars for two consecutive days. This was the first time this year. This situation also occurred on July 2 and 3 last year. In this regard, the analysis of Yuesheng Financial Management believes that although the northbound fund raising more than 10 billion in the past two days has not boosted market sentiment, such large-scale inflows into the A-share market must be relatively optimistic about the later market. “It’s worth looking forward to.
Looking forward to the market, Founder Securities believes that the short-term market trend of volatility and rising has not changed. Whether the market can stand above 3,600 points depends on whether the quantity and energy can be released. If the quantity can be effectively released, the market is expected to stand above 3,600 points. If it is difficult to release, the market will still oscillate below 3,600 points to gain momentum, trading time for space, but the upward trend will not change.
Another analysis pointed out that according to practice, companies with poor performance will be concentrated on the last trading days of October. The market will be under pressure next week. Investors will control their positions and pay attention to bargaining to benefit from the “steady growth” policy. Strengthening, the direction of high prosperity next year: new energy, new energy vehicles, military industry, etc.; large financial sectors such as banking and real estate often have relative earnings in the fourth quarter.
Increase holdings in the automobile industry and reduce holdings in port and water transportation
In terms of net purchases, Northbound funds increased their holdings in 60 industries, of which the automobile industry ranked first, with a net purchase amount of 6.584 billion yuan, followed by the chemical product industry, with a net purchase of 2.964 billion yuan.
Northbound funds reduced its holdings in 40 industries, of which port and water transportation had the largest amount of net sales of 994 million yuan, followed by the electronic information industry, with net sales of 933 million yuan.
Net purchase of CATL 3.675 billion yuan
Net sales of COSCO SHIPPING Holdings 1.201 billion yuan
In terms of individual stocks, northbound funds bought Ningde Times (300750.SZ), Wanhua Chemical (600309.SH), China Merchants Bank (600036.SH), BYD (002594.SZ), and Midea Group (000333.SZ).
Among them, CATL was net-buyed 3.675 billion yuan, Wanhua Chemical was net-buyed 1.479 billion yuan, China Merchants Bank was net-buyed 1.356 billion yuan, BYD was net-buyed 1.254 billion yuan, and Midea Group was net-buyed 1.237 billion yuan. Yuan.
It is worth noting that Ningde Times received a net purchase of 4.7 billion yuan from northbound funds in the past 7 trading days, which helped its stock price rise above the 600 yuan mark and hit a new record high.
Net sales of COSCO Shipping Holdings (601919.SH), Vanke A (000002.SZ), Ping An Bank (000001.SZ), Eastern Fortune (300059.SZ), and Baotou Steel (600010.SH) were the top net sales of Northbound funds.
Among them, COSCO SHIPPING Holdings was net sold 1.201 billion yuan, Vanke A was net sold 1.147 billion yuan, Ping An Bank was net sold 615 million yuan, Oriental Wealth was net sold 594 million yuan, and Baotou Steel’s shares were net sold. 528 million yuan.
Source of this article: 21st Century Business Herald Editor: Guo Chenqi_NBJ9931
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