On Tuesday morning, the three major stock indexes opened lower and then fluctuated upwards. By midday, the Prev index was down 0.12% to close at 3312.88 points; the Shenzhen Composite Index rose 0.26% to close at 13184.34 points; and the gem index rose 0.88% to close at 2591.95 points. The total turnover of the two cities in the morning was 421.16 billion yuan, 76.64 billion yuan less than the same period of the previous trading day. The net inflow of northbound funds in half a day was 2.127 billion yuan, of which Shanghai stocks had a net inflow of 559 million yuan and Shenzhen stocks had a net inflow of 1.567 billion yuan.
Plate, brokerage concept, biological vaccines, medical devices rose at the top, civil aviation airports, third-generation semiconductors, precious metals fell at the top.
[institutional point of view]
Jufeng Investment: with the continuous recovery of the economic boom and reasonable and abundant liquidity, the logic of the market's medium-term positive trend has not changed, and the recent market adjustment is only a phased wash. In the short term, the news of the merger of brokerages stimulates the strength of the plate and leads the index to rebound, but it still faces the interference of the listing of many "giants" and the emotional impact of falling external markets, and is expected to repeat in the short term. I am more optimistic about the new market after the National Day.
[trading limit review]
Securities trust: Hua an Securities, Guoyuan Securities
Medical devices: Bohui Innovation, Lanfan Medical, Haoyue Nursing, Zhende Medical
Pharmaceutical manufacturing: Aurit
Food and Beverage: Chinese Foods, Deli shares
[capital trend]
1. The trend of the main funds in the market
In early trading today, there was a net outflow of 10.268 billion yuan of main funds from the Shanghai and Shenzhen stock markets, including a net inflow of 1188 main funds and a net outflow of 2762.
2. the trend of the main funds of the plate.
In early trading today, the top sectors with net inflows of main funds from Shanghai and Shenzhen stock markets are: brokerage concept, medical industry, paper printing; the top sectors with net outflow of main funds are: new energy vehicles, military industry, and electronic components.
3. The main capital trend of individual stocks.
Today, the top 5 stocks with net inflows of main funds from Shanghai and Shenzhen stock markets are: Haoyue Care, Huaan Securities, Pacific, Lixun Precision, Guoyuan Securities; the top 5 stocks with net outflow of main funds are: Shengguang Group, Aerospace Machinery and Electrical Machinery, Shanghai Airport, Watson Biology, Shentong Express.