December a share starts well: net inflow of northbound funds for 13 consecutive days

category:Finance
 December a share starts well: net inflow of northbound funds for 13 consecutive days


In total, 33 stocks rose by more than 9% and 6 stocks fell by more than 9%.

The total turnover of Shanghai and Shenzhen stock markets was 342.5 billion yuan, an increase of 900 million yuan compared with 341.6 billion yuan on the previous trading day. Among them, the turnover of Shanghai stock market was 139.4 billion yuan, 1 billion yuan less than 140.4 billion yuan on the previous trading day, and that of Shenzhen stock market was 203.1 billion yuan.

The net inflow of northbound funds has been realized for 13 consecutive trading days. According to wind data, by the end of December 2, the total net inflow of northbound funds was 2.71 billion yuan. Among them, Shanghai Stock connect has a net inflow of 1.76 billion yuan, and Shenzhen Stock connect has a net inflow of 950 million yuan.

Science and technology innovation board rose 40 points, with the largest gainer, Anheng information (688023) up 3.74% and the biggest loser, micro core Biology (688321) down 10.11%.

Recovery of technology stocks

In terms of sectors, technology stocks recovered in an all-round way, led by the concept of domestic chips, and Yangjie Technology (300373), jingjiawei (300474), Jiaxin silk (002404) and Qianzhao Optoelectronics (300102) rose

The concept of MLCC is stronger, the three ring group (300408) is up, Fenghua high tech (000636) and torch Electronics (603678) are up.

TWS headphones also performed well, reaching the limit of electroacoustic (002655), and Penghui energy (300438) and Weil (603501) rose more than 5%.

Pharmaceutical and biological sectors led the decline, with Tonghua Dongbao (600867) falling for a time, and Longjin Pharmaceutical (002750), Antu biological (603658), Yuheng Pharmaceutical (002437) falling more than 3%.

At present, the market is still in the observation period

Guotai Junan believes that the overall market has rebounded in a volatile way, focusing on the support strength near the annual line of the Shanghai stock index in the short term. After falling below the annual line on Friday, there is a demand for short-term technology. In early trading, the year line was recovered with the help of securities companies. However, the sustainability needs to be further observed. If the Shanghai Stock Index stands on the year line for three consecutive days, the rebound is expected to start. Therefore, at present, the market is still in the observation period. It is suggested to be calm and calm in operation, waiting for the market to stabilize.

According to CITIC Securities, it is difficult to see the bottom of the expectation of economic downturn and inflation upside in December, and then move after policy planning. It is difficult to exceed the expectation in the short term, liquidity easing expectation weakens on the margin, and external risk expectation rises. It is expected that the passive reduction rate caused by institutional capital game and redemption will continue, and the short-term adjustment of holding group stocks is not over. But the market bottom line is still clear, 2700-2800 is the best fixed area in space. Founder Securities believes that the logic of market deduction will be from policy expectation to economic stabilization. At present, this periodic change of global economy needs close attention, and economic change is the basis of stock market. Under this basis, the stock market in December is expected to rise in a restorative way. The extent of market rebound depends on the change of liquidity and the change of risk preference, among which liquidity The change of policy interest rate at the sex level guides the market interest rate, and the liquidity maintains a reasonable and abundant pattern. Source: surging news editor: Liu Songpeng nbj9949

According to CITIC Securities, it is difficult to see the bottom of the expectation of economic downturn and inflation upside in December, and then move after policy planning. It is difficult to exceed the expectation in the short term, liquidity easing expectation weakens on the margin, and external risk expectation rises. It is expected that the passive reduction rate caused by institutional capital game and redemption will continue, and the short-term adjustment of holding group stocks is not over. But the market bottom line is still clear, 2700-2800 is the best fixed area in space.

Founder Securities believes that the logic of market deduction will be from policy expectation to economic stabilization. At present, this periodic change of global economy needs close attention, and economic change is the basis of stock market. Under this basis, the stock market in December is expected to rise in a restorative way. The extent of market rebound depends on the change of liquidity and the change of risk preference, among which liquidity The change of policy interest rate at the sex level guides the market interest rate, and the liquidity maintains a reasonable and abundant pattern.