As of 15:00, the net outflow of funds from the North was 1.113 billion yuan, that of Shanghai Stock connect was 2.1 billion yuan, and that of Shenzhen Stock connect was 9.87 yuan.
Soochow Securities said that in the fourth quarter, some profitable institutions chose to cash in part of the profits, and investors should pay attention to avoid some of the institutional heavy positions with high overvalued gains. At the same time, the core assets constituted by the leaders of various industries are still the choice of institutions under the direction of embracing certainty. The withdrawal of real high-quality shares can be more patient, less impatient, and the opportunity to adjust or get on the train again.
GF Securities pointed out that the GDP 4.9% in the third quarter was a relatively neutral data, and the gap from the pre epidemic situation was mainly in the service industry. In the third quarter, industrial added value increased by 5.8% year-on-year, and that of service industry increased by 4.3%. From this perspective, the economy will continue to improve in the fourth quarter, but it will still be lower than that before the epidemic, and the neutral hypothesis is between 5.5% and 6%.
China Merchants Securities said that since the third quarter, the logic from liquidity driven to fundamental driven has been constantly verified. Entering the fourth quarter, the style may further shift to the undervalued Pro cyclical plate. The market will gradually deduce the logic of from liquidity driven to economic fundamentals driven. Looking forward to the second half of the year to the first quarter of next year, the performance of Pro cyclical areas will be improved to varying degrees, and the value to price ratio will become an important factor in the market consideration again.
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