A-share core assets to carry epidemic pressure
18.2 billion Northbound funds “sweep goods”
A-share core assets to carry epidemic pressure
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Source: 21st Century Business Herald Original title: 18.2 billion northward funds “sweep goods” A-share core assets “hold up” the epidemic pressure Core assets have become the main target of the main fund.
The first trading day of the A shares under the epidemic situation became a feast for the fundraising of Kitakami.
On February 3, the first trading day after the holiday, the Shanghai Composite Index plunged 7.
At 72%, the Shenzhen Component Index fell 8.
At 45%, 3188 out of the 3760 stocks traded throughout the day had a daily limit. There were only 164 progressively developing companies, with a net inflow of 452 main funds.
6.9 billion yuan.
However, on the day when the A-shares tumbled, the sensitive northward funds poured into the A-share 佛山桑拿网 market and swept the goods crazy, 181.
The net inflow of 9.1 billion funds from the north to the A-share market was a “bottom-sweep”, of which the Shanghai Stock Exchange had a net inflow of 135.
The net inflow of Shenzhen Stock Exchange was 9.2 billion yuan.
9.9 billion yuan.
In the eyes of many market participants, the pneumonia epidemic of the new coronavirus infection will not change the overall macroeconomic development direction, and the impact on the A-share market is temporary.
21st Century Business Herald reporters noted that some institutional investors also took advantage of this opportunity to substantially increase their positions. On the same day, Tan Changgui, the manager of Zhongnan Investment Fund, said in an interview with reporters, “The position is half completed before the holiday. Today (February 3)The warehouse becomes six or seven. ”
Core assets have become the main targets of the main fund’s bottom-selling. The major declines have occurred. Mainboard blue chips such as Guizhou Moutai, Shanghai Airport, China Merchants Bank, and Gree Electric Appliances have all expanded their main capital inflows. High-quality leading technology stocks Wentai Technology and Lixun Precision also alternately emergeLarge bills.
Kitakami funds bought A shares Wind data showed that on February 3, Kitakami funds bought a total of 461.
08 billion, sold 219.
1.7 billion, net purchases reached 181.
USD 9.1 billion, second only to November 26, 2019 (MSCI expansion) 214.
The net inflow of 29 trillion was the second largest single-day net inflow in history.
”Although A-shares have fallen, foreign countries have accelerated inflows, which shows that foreign countries believe that the impact of the epidemic on A-shares is short-term. In the long run, A-shares still have higher costs in global assets.
The current A share plunges, but it is a good time for the layout.
“On February 3, Pan Xiangdong, chief economist of New Times Securities, pointed out that.
Specifically, in Shanghai and Shenzhen Stock Exchange, the top ten stocks with the most active trading (20 stocks in total), except for the Ningde era, which entered the Tesla industry chain to overcome the adverse growth, most companies have become anti-funds.Moving forward, 16 of these stocks were all net bought by Beijing Capital.
The most popular funds from the north are still high-quality big blue chips, mainly leading companies in the banking, liquor, household appliances, pharmaceuticals, new energy and other industries.
In the Shanghai Stock Connect, the top ten active stocks are Guizhou Moutai, Ping An of China, Shanghai Airport, Hengrui Medicine, China Merchants Bank, Yili, China International Travel, Conch Cement, Industrial Bank and Sany Heavy Industry.
Among them, the top three net purchases were Ping An of China, Moutai of Guizhou and China National Travel Service, with net purchases of 23.
2.5 billion, 12.
8.3 billion, 5.
3.5 billion yuan.
In Shenzhen Stock Connect, the top ten active stocks are Gree Electric Appliances, Ningde Times, Ping An Bank, Lixun Precision, Yanghe Co., Ltd., Hikvision, Vanke A, Aier Ophthalmology, Tiger Pharmaceuticals and Makihara.
The top three net purchases were Gree Electric, Ningde Times and Yanghe, with net purchases of 9.
2.0 billion, 8.
4.4 billion and 5.
5.8 billion yuan.
Driven by the strong funding from the north, a large number of companies have also significantly narrowed their declines, holding up the pressure of the “epidemic”.
Among them, Ping An fell by 7 at the opening.
21% narrowed to 6.
At 92%, Guizhou Moutai’s decline was 6 from the opening.45% narrowed to 4.
64%, holding the thousand yuan mark; Gree Electric Appliances fell from 9.
71% narrowed to 8 at the close.
”Insisting on strict value investment, we see that some high-quality stocks do not have a limit. In particular, some Bailong Malaysia stocks do not have a limit. Even if there is a decline, the market will soon have a bottoming out and rebound.
“Representative Yang Delong, chief economist of Qianhai Open Source Fund.
In fact, in the eyes of most investors, the short-term panic will not change the long-term trend, and a large number of investors will introduce good opportunities to adjust the layout of core assets for this purpose.
”Affected by the pessimistic sentiment of the epidemic, the short-term (market) will continue to decrease, but it will not affect the long-term bullish domestic market, bearish on U.S. stocks, do not change the general trend; A-shares structural market is obvious, individual stocks will not rise and fall in the futureAlthough the broader market has been adjusted, it is just a good layout opportunity in the medium and long term, and there is not much room for the broader market to continue to shrink.
“Tan Changgui said.
From the main capital flow on February 3, investors’ optimism about high-quality assets can also be trimmed.
According to the flush flush data, the net exchange of funds in the broader market to 452 on the first trading day after the holiday.
US $ 6.9 billion, but the main funds of 10 sub-sectors are in a net state. Among them, Shanghai Airport, China Merchants Bank, Poly Real Estate, China National Travel Service, Yonghui Supermarket and other core assets have respectively received the main capital net inflows.
2 trillion, 2 trillion, 1.
900 million yuan, 1.
800 million and 1.
500 million yuan.
”The impact of the epidemic on the economy is short-lived and the impact on the market is short-term. Once the epidemic is under control, good stocks will take the lead in rebounding and even hit new highs.
Yang Delong further pointed out.