dragontigerdragon| Northbound funds purchased net for five consecutive weeks, and foreign investors surveyed these listed companies

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Wind data shows that as of May 24, northbound funds have been net inflows for five consecutive weeks. In terms of industries, the banking sector has gained additional positions for five consecutive weeks. This week, Loongson Zhongke, Opt, Xinyuan and other stocks ranked among the top number of companies surveyed by foreign-funded institutions.

Weekly net purchases of northbound funds

The banking sector has received additional positions for 5 consecutive weeks

Judging from the number of shares held in the northbound capital industry, the banking sector has gained additional positions for five consecutive weeks.

Net purchases of northbound funds in the past five weeks (Shenwan Bank Sector)

Everbright Securities (Rights Protection) believes that against the background of frequent positive real estate growth, the banking sector and the real estate sector can often get out of resonance. For example, in November 2022, the policy will face real estate financingdragontigerdragonSupport for the company has been significantly increased, including the expansion of the "Second Arrow", the release of 16 real estate finance measures, and the release of the "Third Arrow". During this period, the correlation coefficient between bank stocks and real estate stocks reached 0dragontigerdragon.97, significantly higher than the historical average.

Electronics industry receives intensive research by institutions

Judging from this week's institutional surveys (including securities, funds, insurance, foreign-funded institutions, etc.), Shengyi Technology, China Railway Emergency, and Shengyi Electronics rank among the top in the number of institutional surveys, with more than 100.

Institutional research this week

In terms of research on foreign-funded institutions, Loongson Zhongke, Opt, and Xinyuan shares rank among the top number of companies surveyed by foreign-funded institutions.

Survey of foreign-funded institutions this week

Overall, institutional research focuses on semiconductor products, electrical components and equipment, electronic components and other industries.

Talking about investment opportunities in the electronics sector, Pengyang Fund said that in the electronics sector, it is more optimistic about investment opportunities in memory chips, car gauge chips and computing power chips. From the perspective of industrial cycles, inventory levels, capital expenditures, etc., the signal that the memory chip industry cycle is at a low level and is ushering in an upward trend is relatively clear.

CITIC Securities said that it continues to be optimistic that innovation in the domestic consumer electronics industry chain will closely follow AI, and will continue to face the development trend of global layout in the future. In terms of downstream brands, we pay attention to the incremental demand brought by brand going abroad, brand upgrades and accelerated penetration of end-side AI; in terms of midstream components, we pay attention to AR/VR innovation and component coordination upgrades under end-side AI computing power upgrades; in terms of upstream chips, we pay attention to the continuation of domestic substitution trends and end-side AI computing power upgrades.