As of 10:26, the net outflow of funds from the North was 2.042 billion yuan, that of Shanghai Stock connect was 661 million yuan, and that of Shenzhen Stock connect was 134600 yuan.
China Merchants Securities believes that 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 fourth quarter to the first quarter of next year, the performance of enterprises in Pro cyclical related fields will improve in varying degrees, and valuation cost performance will become an important factor in market consideration again.
Founder Securities said: first, from a pro cyclical perspective, it focuses on the relevant industries that benefit from deterministic recovery, and chooses from the perspective of durable consumption, finance and midstream cyclical products, such as automobile, non-bank, building materials and chemical industry; second, it favors emerging industries and scientific and technological fields, such as 5g, new energy vehicles and digital economy.
Source: Netease Financial Editor: Yang Qian_ NF4425