News: Gem index fell more than 3percent, and the net outflow of capital from the North exceeded 10 billion yuan

category:Finance
 News: Gem index fell more than 3percent, and the net outflow of capital from the North exceeded 10 billion yuan


As of 11:04, the outflow of northward funds accelerated, with a net outflow of 10.484 billion yuan, Shanghai Stock connect of 5.199 billion yuan, and Shenzhen Stock connect of 5.288 billion yuan.

CICC issued a paper saying that in view of the second quarter report of public funds, the total assets scale did not change much compared with the end of the first quarter. Under the background, the proportion of stock assets increased significantly, the cash assets shrank, and the bond assets increased slightly. In the second half of the year, the new economy may continue to be the main line, but compared with the first half of the year, the allocation of new and old may need to be more balanced. On the whole, we are still optimistic about the trend of consumption upgrading and industrial upgrading in the medium term. At the same time, in the first half of the year, we are still optimistic about the trend of consumption upgrading and industrial upgrading. At the same time, we are looking for areas with low valuation, medium-term performance may not be bad, and it is expected to improve or continue to improve in the second half of the year.

According to Tianfeng Securities Research Report, in the first half of the year, due to the impact of the epidemic, asset quality is under pressure, and the pressure of profit making from the financial system is great. It is expected that the interim report performance of listed banks may be significantly under pressure, so we can wait for the interim report to be implemented. Undervalue resonates with economic rebound, supporting reasonable repair of bank plate valuation.

YueKai securities Yin Yue believes that the recent market volatility has increased, mainly due to the following reasons: first, the stock index in the early period of a sharp rise and rapid decline, faced with the opportunity to draw back again, and whether to surpass the previous high is one of the important indicators to judge whether the trend can rise again. Before the trend is not clear, the market has a strong wait-and-see atmosphere; second, the long-term divergence increases Among them, there are differences on whether the market index can continue to rise, and there are differences on how to grasp the structural opportunities of the plate. The incremental capital inflow slows down, and the on-site funds switch frequently in different hot spots. Third, there are external disturbance factors, which will affect the exchange rate, import and export data and the future policy hedging rhythm. Fourth, the current positive value of the Chinese newspaper industry In the performance window period, the performance of the interim report also disturbed the market; fifthly, the issuance process of the selected layers of the science and technology innovation board, the growth enterprise market and the new third board accelerated, which had a siphon effect on the market liquidity.

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Source: Netease Financial Editor: Yang Qian_ NF4425