This week, the Shanghai Composite Index initially maintained an upward trend, and then carried out high-level consolidation for several consecutive days, and the overall momentum remained upward. On Friday, the index hit a new high in the session and then pulled back slightly, and the weekly line closed with a six-consecutive positive trend; , ChiNext , reversed the previous weak state, leading the rise of the three major indexes this week. As of Friday's closing, the Shanghai Composite Index closed at 3558 points, up 2.01% this week; the Shenzhen Component Index rose 2.32%, and the ChiNext performed the strongest, soaring by 5.13% this week.
335 billion funds are re-entered. 7 stocks inflows exceed 1 billion
From the weekly data, it can be seen that a total of 66 stocks inflows exceed 2.2 billion , and the total inflow amount of is as high as 33.5 billion According to the data review of Yuesheng Financial Management (yslcw927), the top seven stocks inflows are Oriental Fortune, Zhangjiagang Bank, Gree Electric Appliances, Everbright Bank, Kweichow Moutai, China Construction, and Shunwei Co., Ltd. The specific inflow amounts are 2.608 billion, 2.425 billion, 1.429 billion, 1.366 billion, 1.259 billion, 1.241 billion and 1.074 billion respectively.
The following figure shows the details of the funds entering and leaving the week:
From the perspective of the stocks inflows, is basically still the top one in banks, securities and blue-chip stocks. It can be seen that although bank stocks have adjusted this week, the basic general direction has not changed.
At the same time, judging from the latest fund holdings in the fourth quarter of 2017, the proportion of funds' allocation to strong consumer stocks such as food and beverages, home appliances, etc. in the fourth quarter of last year continued to rise, and the consumer industries such as medicine, textiles and clothing, and real estate ushered in a "diffusion effect" ; 's financial sector over-allocated insurance and continued to increase positions, while banks and securities were under-allocated but their allocation was still declined. Cyclical configuration has declined, and most industries are in a low-level state. Except for media, the allocation of other industries in the growth sector has decreased by . In terms of themes, the fund mainly increases its holdings in photovoltaics and wind power, and reduces its holdings in new energy vehicles, Apple's industrial chain, and PPP.
The latest institutional rating for one week More than 100 stocks received increased holdings Recommended
According to the institutional survey data this week, more than 100 stocks received increased holdings rating for institutional ratings, and the prosperity has increased significantly. Among them, the target price of research reports was given to stocks such as Vanke A, XCMG Machinery, and Jinyuan Co., Ltd. . Compared with Vanke A's closing price of 40.05 yuan on Friday, there is still room for up to 16 yuan, with a potential range of up to 40%! More than related stocks also have room for growth to varying extents.
The following figure shows the rating details of individual stock research reports.
In addition, many analysts believe that after long-term adjustments, has also had high-quality growth stocks in the GEM and SME boards with "high growth expectations for performance and in place valuation adjustments", and are expected to obtain valuation repair in the future. In the long run, it cannot be ignored that the future trend of China's economy is that emerging consumption, emerging manufacturing, emerging technology, and emerging services account for a higher proportion, and these industries are growing faster. I believe that future blue-chip stocks will also be born in these fields.
(The above data comes from Tonghuashun. The analysis is for reference only and does not constitute operational suggestions. If you operate by yourself, pay attention to position control and risk at your own risk.)
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