vegasslots| The adjustment of the two cities led to the differentiation of the game industry and won the favor of funds!

Special topic: valuation repair ending A-share may meet wide concussion

The market continued to show shock adjustment on Tuesday, with industries in the two cities turning again. Industries such as advertising and packaging, culture, education and leisure, textile and clothing, warehousing and logistics, paper, Internet, daily chemicals, household goods, public transport, media and entertainment, commercial chains, automobiles, medicine, hotel catering and other industries are active. Coal, household appliances, transport services, aviation, construction machinery, securities, communications equipment, wine, oil, banking and other industries showed a pullback. In terms of subject matter, humanoid robots, cloud games, mixed reality, online games, multimodal AI, knowledge payment, AIGC concept, meta-universe concept, skit games, intellectual property rights, human brain engineering, wireless headphones, UHV, Huawei computing power, reducer, Starflash concept, Huawei Hongmeng and other topics show rotation. ST plate, immunotherapy, quantum technology, chemical fertilizer concept, synthetic biology, flying cars, cobalt metal, military information and other topics showed weakness. By the end of the day, the Prev fell slightly by 0.Vegasslots.07% to close at 3145.77 points; Shencheng Index fell 0.05% to close at 9668.73 points; and gem fell 0.26% to close at 1855.60 points.

From the point of view of the main capital flow of the two markets, by the close, there was a substantial net outflow of main funds from the Shanghai and Shenzhen stock markets.VegasslotsThe total outflow from the two cities is 13.8239 billion yuan. Of this total, the large single net outflow is 4.26378 billion yuan, the large single net outflow is 9.56011 billion yuan, the medium single net outflow is 439.66 million yuan, and the small single net inflow is 14.26355 billion yuan.

Judging from the capital flow direction of the industry plate of the two cities, the game industry received a net inflow of 1.139 billion of the main capital, the automobile sector received a net inflow of 1.065 billion of the main capital, the paper printing plate received a net inflow of 377 million of the main capital, the traditional Chinese medicine plate received a net inflow of 335 million of the main capital, and the computer equipment plate received a net inflow of 327 million of the main capital.

From the point of view of the capital flow of individual stocks in the market, the top 10 net inflows of main funds are as follows:

Judging from the main capital flow of individual stocks in the two cities, Tom Cat received a net inflow of 729 million of the main capital, Yao Ming Kant received a net inflow of 330 million of the main capital, Hongbo shares (rights protection) received a net inflow of main funds of 324 million, and high-tech development received a net inflow of main funds of 279 million. Tide Information received a net inflow of main funds of 262 million.

Overall, the market continues to show shock adjustment, intraday industry rotation of the two cities. Recently, the market continued to adjust at high levels, short-term market funds showed differences, intraday plates rotated again, science and technology, cycle, consumption, finance, military industry, energy and other sectors showed differentiation, and the profit-taking of short-term funds and the adjustment of main funds led to intraday adjustment, and the intraday stock index continued to show narrow fluctuations. In the near future, the rising kinetic energy in the market is weak, and the intraday market adjustment leads to short-term plate differentiation and the improvement of defense sentiment. In the short term, the high adjustment of the market may be repeated, so in terms of operation strategy, it is suggested that short-term investors should wait and see, while medium-term investors can grasp the rhythm of market adjustment, carry out medium-and long-term layout and plate opportunities. It is suggested that investors should continue to pay attention to the pro-cyclical industries and big consumption themes under the expectation of economic recovery, and pay attention to large infrastructure and large consumption sectors. Pay attention to the structural opportunities of low-altitude economy, artificial intelligence, intelligent machines and new energy vehicles, power batteries, photovoltaic, wind power and other topics under the new quality productivity.

(author: Zhu Hualei practice Certificate: A0680613030001)