A Shares Should Be Lightly Loaded Upwards.

This Monday, Shanghai and Shenzhen two cities maintained a concussion trend, including coal, nonferrous metals, steel and other resources plate strong performance, but the behavior of supporting the plate did not get the response of other industry sectors, and the theme shares did not appear obvious action. Against this background, the capital outflow of Shanghai and Shenzhen two cities continued with a pattern of net outflow. The net outflow amount yesterday was 19 billion 455 million yuan, which was significantly lower than that of last Friday's 23 billion 773 million yuan. Sub market style plate, small and medium-sized is yesterday's main capital outflow of the hardest hit area. Wind information data show that yesterday's SME board and gem suffered the net outflow of main funds respectively, amounting to 6 billion 696 million yuan and 5 billion 129 million yuan. The Shanghai and Shenzhen 300 plate yesterday's main fund net outflow amount is only 468 million yuan, far less than the net outflow of small and medium-sized.

Corresponding to the industry sector, Main funds It also shows the obvious characteristics of the pro market. Yesterday, the 28 Shen Yi industrial sectors, only non-ferrous metals, communications, mining and steel plates received a net inflow of main funds, the amount was 743 million yuan, 603 million yuan, 578 million yuan and 571 million yuan. The other 24 sectors suffered from different levels of net outflow of main funds, and the net outflows of media, machinery, computers, pharmaceutical biotechnology, electronics, food and beverage, chemical, comprehensive and electrical equipment were all above 1 billion yuan.

Since November 2nd, the Shanghai and Shenzhen two cities have maintained a pattern of net outflow of main funds, with a net outflow amounting to 19 billion 455 million yuan yesterday. Shanghai and Shenzhen 300 plates not only yesterday's main fund net outflow of the overall scale is far smaller than the small and medium-sized creation, also obtained the super large single capital's holdings, the late market is even contrarian, obtained 167 million yuan of main capital inflow. From the perspective of industry sector and individual stock, the weight plate is favored by the main funds, while the emerging industry sector continues to face the dilemma of the withdrawal of the main funds, and the active active stocks in the early stage are the focus of the selling of the main funds.

Stocks, yesterday, only 852 of the main fund net inflow. shares Among them, 28 net inflows exceed 100 million yuan, of which the capital inflows of BOE A, China Construction, Bochuang technology, Lu Tong Xin and Tongling nonferrous metals are all above 300 million yuan. And the process of the withdrawal of the main funds from the hot stocks in the early stage is continuing. Yesterday, the main capital outflow of 1902 stocks, Rong Sheng ultramicro, Langfang development, deep treasure A, Gold in gold The amount of net outflow of the main funds of Cotai power, LETV and huang shang Huang exceeded 300 million yuan. In addition, the net outflow of the 40 main stocks of Wuchang fish, Heng Kang home, publishing media, Tianma shares, Lutianhua, Guodong Construction, CITIC Guoan and national technology is over 100 million yuan.

Not only from the perspective of the overall main capital flow, the super single preference, the industry sector, etc., the main fund has a preference for large cap stocks. From the perspective of changes in the flow of funds within the day, the popularity of the main funds for heavyweights is also evident. Shanghai and Shenzhen two cities yesterday's net outflow of main funds 1 billion 757 million yuan, of which gem and SME board respectively outflow 643 million yuan and 258 million yuan, while the Shanghai and Shenzhen 300 plate contrarian won 167 million yuan of main capital inflow.

From the perspective of industry sector, the net inflow of main funds increased to 8 at the end of yesterday, of which the net inflow of steel, nonferrous metals and chemical sector was 220 million yuan, 166 million yuan and 163 million yuan respectively, and the construction material, building decoration, real estate, non silver finance and communications sector received a net inflow of main capital. And the net outflow of 20 sectors of the industry, medical and biological, integrated, media, electronics, computers, machinery and equipment, mining, food and beverage, and defense and defense sector, the net outflow of more than 100 million yuan. Overall, the emerging growth sector continues to be dominated by the net outflow of main funds throughout the day.