One week of funds for recovery: semiconductor continues to be greatly sold by the main force to greatly sell multi -way funds "scuffle" Tianhe Light Energy

On Friday, after the Shanghai and Shenzhen cities experienced the morning shock, the afternoon hotspot sector was almost completely extinguished, and the index fluctuated, especially the 50 index of science and technology innovation, the largest decline, reaching 3.33%. From the perspective of the week, the Shanghai Stock Exchange Index fell 0.57%, the Shenzhen Stock Exchange Index fell 0.49%, and the GEM index rose 1.61%.

The industry believes that the Shanghai Index has been adjusted on the last trading day of this week after recording the small K -line. At present, the short and medium -term moving average adhesion but no signs of turning. Next week, the interim report will usher in a dense disclosure period, and it is necessary to prevent emotional killing due to failure of the performance.

From the perspective of the main funds flow of the main funds this week, 13 industries have obtained the main net inflow of the main force. Among them, the net inflow of optical optical electronics has the largest amount of 1.225 billion yuan, followed by the development of the aquaculture industry and real estate. Yuan.

This week, the industry with a lot of funds is photovoltaic equipment, software development, small metals, automotive parts, computer equipment, agricultural chemical products, chemical pharmaceuticals, energy metals, semiconductors, etc. After the semiconductor industry sold more than 10 billion yuan last week, it continued to be sold sharply this week, and the net outflow of the main funds reached 11.325 billion yuan.

CITIC Securities pointed out that recently the United States has continued to increase the restrictions on the semiconductor industry chain, highlighting the urgency of the semiconductor domesticization. In the short term, under the autonomous controlling logic, the material leading enterprises in the supply system are expected to fully benefit and accelerate their domestic wafer fabric factories in China Product import speed and increase market share. In the middle and long term, the demand for semiconductor materials has continued to grow. We are optimistic about the leading technical strength in the industry and the logic of volume. It is expected to fully benefit from the domestically produced leading company.

From the data observation of the Dragon and Tiger List, this week's special seats have continued to maintain a transaction scale of 10 billion yuan, of which 6.719 billion yuan was bought and 6.65 billion yuan was sold. From the perspective of individual stocks, the top three of the agencies are Anhui High -tech, Tianhe Light Energy, and Shanghai Electric Power.

Tianheguang could fell 15.07%on Friday, with a turnover of 5.305 billion yuan, and a renewal rate of 5.36%. According to the data of the Dragon and Tiger List after the market, the Shanghai Stock Connect's special seats bought 498 million yuan and sold 346 million yuan. The two -special seats of the two institutions bought 442 million yuan, and the four -special seats for 4 institutions sold 1.19 billion yuan. China International Finance Shanghai Branch and Huatai Securities Headquarters bought 393 million yuan and 125 million yuan, respectively.

In terms of north -facing funds, Wind data shows that net purchase was 1.713 billion yuan on Friday, of which 2.681 billion yuan was bought at the Shanghai Stock Connect, and 968 million yuan was sold at Shenzhen Stock Connect. This week, the cumulative purchase of nearly 6 billion yuan in northbound funds was purchased, and individual stocks such as Ningde Times and Longji Green Energy received a significant increase.

Reporter Chen Hui

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