Northbound funds adversely adding positions, electronic ETF (515260) financing balance renewal stages of new high

Affected by the continued weakening of the internal and external markets, the market risk aversion rose. Last week (9.19-9.23) northbound funds sold 6.134 billion yuan again, which was reduced for the third consecutive week. New low in the month.

From the perspective of capital movement, the electronics industry is sought after by the northern direction of funds, and has received a net purchase of 859 million yuan to buy the most net purchase of the week. The CSI Electronics 50 Index ingredients Stock Lixun Precision, Zhenhua Technology, and Northern Huachuang's net inflow of northern direction of funds exceeded 100 million yuan, and Ziguang Guowei and Li Angwei also received net purchase of over 50 million yuan.

Financially followed up the movement trend of the north direction and borrowed the popular electronic ETF layout section. Electronic ETF (515260) tracked and copied the electronic 50 index. The data shows that as of September 23, the financing balance of electronic ETF (515260) increased for 6 consecutive days, and the latest financing balance exceeded 7.07 million yuan, renewing a new high since July.

On September 26, the electronic sector continued to consolidate, and the ingredient stocks rose halfway. Studa semi -guided and Nazda rose more than 3%. forward. Electronic ETF (515260) has continued to fluctuate near the water surface. In the past 10 trading days, it has received net funds for net purchase, with a total net inflow of 17 million yuan.

Data show that the electronic 50s tracked by Electronic ETF (515260) cover 50 A shares of A shares, which contains more than 60%of the "core", and the power chain power weighs 35%! Recently, the electronic sector has continued to adjust, and the valuation of the electron 50 index has shrunk rapidly. The latest PE valuation is 22.15 times, which is nearly 97%of the time interval below the exponential release, which is close to the low value of the bear market in 2018, and the valuation costs are highlighted.

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