A share gold pit appears? Nearly 20 billion funds from the North

category:Finance
 A share gold pit appears? Nearly 20 billion funds from the North


God of stocks Buffett said: only when the tide recedes, we know who is swimming naked. At present, this sentence seems very appropriate. As far as the A-share market on February 3 is concerned, companies that can be heavily undercut by foreign investors should be regarded as core assets with real kung fu. It may be the brave trendsetter in Buffetts eyes that northbound funds dare to intervene at present.

The second largest single day fund in history

On the morning of February 3, the Shanghai stock index opened as expected, jumping from the sky and opening low. In the whole days trading, its volatility was not big. The Shanghai stock index fell 7.72% and the Shenzhen stock index fell 8.45%. In terms of sectors, except medical and pharmaceutical sectors, all other sectors fell more.

The reporter of the daily economic news noted that since the morning of February 3, foreign investors have been buying a shares through the Shanghai Shenzhen Stock connect, and the net inflow of capital throughout the day reached 18.191 billion yuan, including 13.592 billion yuan in Shanghai and 4.599 billion yuan in Shenzhen. Since the opening of the Shanghai Hong Kong stock connect at the end of 2014, in addition to the net inflow to the north of 21.43 billion yuan on November 26, 2019, the net inflow to the north on February 3, 2020 ranks second in history.

Most people pay attention to who is favored by foreign investors and copied by them when the overall market is not good and individual stocks are generally down?

Judging from the bottom reading of foreign investment on February 3, the most net purchases were actually those old-fashioned ones. The top five were China Ping An, Guizhou Maotai, Gree Electric, Ningde times and Yanghe shares. It can be seen that these stocks are actually the stocks that foreign investors prefer to trade in the past. These stocks are almost the leaders of various industries.

In response to the market situation, Xia Fengfeng, manager of private placement network, told reporters: the economic cycle has its inherent laws, and the impact caused by external variables such as epidemic situation will only affect the rhythm and will not change the direction. The systematic impact of this kind of panic is often a good buy in the long run. The biggest uncertainty comes from the industry, which may change the valuation logic of some industries. However, the industry shuffle, the beneficiary is usually the industry leader. This is consistent with the fundamental trend of increasing concentration and leading benefits in the past two years.

Organization: there is no need to panic too much at this time

In the face of the stock market decline on February 3, some people sell to avoid risks and some people copy the bottom fiercely. How to look at the current market situation?

Yuan Huaming, general manager of Huahui Chuangfu investment, told the daily economic news: the market pricing after the market adjustment has fully reflected the impact of the epidemic, so it is unnecessary to panic too much at this time. Of course, there are still large uncertainties in the development of the epidemic, and it is difficult to accurately assess the medium and long-term impact on Chinas economy and capital market.

Yuan Huaming also said: the current epidemic has a great impact on tourism, catering, hotel, retail, film and television entertainment, transportation and other industries, and the short-term demand of non essential consumer goods industries such as real estate, automobile and household electricity will also be restrained. If the epidemic lasts for a long time and has an impact on the willingness of enterprises to invest and residents to consume, the impact on Chinas economy and stock market will tend to be long-term. If it is a long-term fund and the variety it holds is a core asset with relatively prominent fundamentals and low valuation, under the background of market pricing adjustment, investors can observe the medium and long-term impact of the epidemic, and then decide to reduce or adjust the position. In the future, the pressure of subject stocks, concept stocks or performance thunderbolt stocks with high valuation may be relatively large, so it is suggested to leave the market and wait. Han Mingyou, manager of Zhengdao Xingda investment fund, also pointed out that the expected decline occurred on the first trading day after the Spring Festival in 2020. At present, for investors with light positions and experienced positions, some positions can be bottomed out. For ordinary investors, investors with little experience and weak stock selection ability, it is suitable to wait and see. If you choose to copy the bottom, it is recommended to choose the industry sector with high performance growth not affected by the epidemic to buy. Xia Fengguang also pointed out that the impact of the epidemic, first of all, is reflected in the emotional side. Through short-term killing and falling, the release has been relatively sufficient, and the rebound will appear at any time, but the impact on the economy is not clear, and there will be repeated later. 2700 may be the short-term low and the medium-term support is around 2500. Source: editor in charge of daily economic news: Yang bin_nf4368

Yuan Huaming also said: the current epidemic has a great impact on tourism, catering, hotel, retail, film and television entertainment, transportation and other industries, and the short-term demand of non essential consumer goods industries such as real estate, automobile and household electricity will also be restrained. If the epidemic lasts for a long time and has an impact on the willingness of enterprises to invest and residents to consume, the impact on Chinas economy and stock market will tend to be long-term. If it is a long-term fund and the variety it holds is a core asset with relatively prominent fundamentals and low valuation, under the background of market pricing adjustment, investors can observe the medium and long-term impact of the epidemic, and then decide to reduce or adjust the position. In the future, the pressure of subject stocks, concept stocks or performance thunderbolt stocks with high valuation may be relatively large, so it is suggested to leave the market and wait.

Han Mingyou, manager of Zhengdao Xingda investment fund, also pointed out that the expected decline occurred on the first trading day after the Spring Festival in 2020. At present, for investors with light positions and experienced positions, some positions can be bottomed out. For ordinary investors, investors with little experience and weak stock selection ability, it is suitable to wait and see. If you choose to copy the bottom, it is recommended to choose the industry sector with high performance growth not affected by the epidemic to buy.

Xia Fengguang also pointed out that the impact of the epidemic, first of all, is reflected in the emotional side. Through short-term killing and falling, the release has been relatively sufficient, and the rebound will appear at any time, but the impact on the economy is not clear, and there will be repeated later. 2700 may be the short-term low and the medium-term support is around 2500.