Foreign capital data:
Northbound funds tracked the index this morning and chose to wait and see, but in the afternoon, the two markets suddenly fell, which led to a slight outflow of northbound funds. As of the closing outflow amount was nearly 3 billion yuan, but foreign capital continued to increase its long positions by 1,500 lots today. Although stocks were outflowing, the futures market was still inflowing. In addition, friends who were paying attention to policies in the early stage should note that the management's policy of restricting fake foreign capital will take effect on July 25, which also led to a large short-term outflow of foreign capital this afternoon, which means that domestic capital cannot take a detour. Although it is outflowing today, it does not represent the attitude of foreign capital. Moreover, the components of foreign capital will be significantly different after July 25, which is more conducive to subsequent reference operations.
Index Analysis:
The two markets are weak in Shanghai and strong in Shenzhen today, and in fact they are also the GEM. The Science and Technology Innovation Edition is stronger than the Shanghai and Shenzhen main board. The main reason is actually the competition between new and old economic engines. The new economy is naturally the new energy vehicle industry chain represented by consumption upgrading, and then the carbon neutrality, wind and light energy storage industry chain, and finally the direction of independent substitution, such as chips, etc. The technology we have not yet conquered, and is subject to the direction of others.
The old economy is naturally represented by real estate, infrastructure, building materials and other directions. In fact, the management has already spoken yesterday that there is no overscaling policy stimulus in the second half of the year. In other words, we will not overdraw the subsequent monetary policy for a beautiful set of data in the second half of the year. Obviously, the more relaxed policies that everyone expects for the old economy have not appeared. Therefore, in fact, financial, and real estate have declined this afternoon. Although some growth stocks have also declined, the industry's growth rate and fundamentals are here. After the short-term index disturbance, it will still return to the trend. This is the gap between the subsequent markets of the new and old economies. Fuguo CSI New Energy Vehicle Index (LOF)A
Nuoan Growth Mixed
For new energy, the chip reversal Lao Hu still regards the opportunity to increase the allocation. This is the certainty under the new economy. In the direction of real estate and infrastructure, we just need to participate in the fixed investment in small positions, and there is no need to drink!
The semiconductors that Lao Hu is optimistic about have made breakthroughs. Friends, please give Lao Hu some breakthroughs. There are too few likes recently. Thank you for your support!
has always been original, never copied, it is not easy to write, so I can support it with a sentence of 168. Lao Hu only does in-depth logical analysis, 10 years of practical investment experience, which will help you understand a professional investment perspective, and the old rules. If you have any questions, please leave a message below. Some people say that Lao Hu only shares for interest, why do you care about likes? Of course, when I worked hard to live code, I also hope to get everyone's recognition. It can also be seen from the number of likes that my sharing can help everyone. This is what I hope to see your feedback!
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