今天，北向资金净流入超过120亿元。 全面“智能基金”的意义何在？ _东方财富网

原标题：今天北向资金净流入已超过120亿元。 “智能资金”清扫商品是什么意思？

概要

[Northboundfundshaveanetinflowofover12billionyuantodayWhatisthesignificanceofthesweepingsweepof”smartfunds”?AftertheopeningofthetwomarketsinearlytradingtodaythethreemajorindexesoncedivedandturnedgreenAfterteno’clockthemarketoscillatedandreboundedTheShanghaiIndexbrokethroughthe2018highof3587pointsreachingamaximumof358806pointsThebiggestbrightspotintheearlytradingwasthefirstlarge-scalenetinflowofnorthboundfundsthisyearAsofthemiddayclosethenetinflowexceeded12billionyuan

After the opening of the two markets in early trading today, the three major indexes once dived and turned green, and after ten o’clockmarketShock and rebound,Shanghai IndexThe intraday break through the 2018 high of 3587 points, the highest reached 3588.06 points.

The biggest bright spot in the early trading is that northbound funds have appeared on a large scale for the first time this yearNet inflow, As of the noon closing, the net inflow exceeded 12 billion yuan.

　　digitalcurrencyLeading 5G concept is active

After the two markets opened on Friday, they fluctuated and fell.Growth Enterprise Market IndexThe decline is relatively large, two cities and a half dayDealThe amount exceeded 730 billion yuan, a mild half-day transaction compared to the previous trading dayHeavy volume。

On the disk,Digital currencyLed the rise,Eastcom Peace、Royal BankWait for the daily limit. 5GConcept stockStrong opening,DongfangtongLetter linePull upSeal plate,Move to communication、Credit communicationAnd so the increase is larger.

The media sector is active,Blue cursor、Light Media、a perfect worldWait for the increase in the top. Cloud games have also performed,Sanqi Mutual Entertainment、Century HuatongWait for the increase in the top.

The winemaking sector is differentiated,Gu Yue Long MountainDaily limit,Old white dry wine、Jinfeng WineryWait for the increase to come forward.

And the nonferrous, which performed better in the past few days,Aerospace、Agriculture, Animal Husbandry, Feeding and FishingThere is an adjustment trend in the sector.

　　Institutional sources said that the Shanghai Index broke through 3587 points in the morning, indicating that this wave of rising space will be further opened. However, some sectors and individual stocks have relatively large accumulated floating profits.short termThere is a need for shock finishing.

　　Northbound fundsPositionSignificant increase in proportion

While the A-shares fluctuated and fell, the northbound funds entered in a big way, and the net inflow reached 12.496 billion yuan in early trading today.Shanghai Stock ConnectThe net inflow was 5.66 billion yuan,Shenzhen Stock ConnectThe net inflow was 6.836 billion yuan.

It is worth noting that entering 2021, northbound funds have had a continuous net outflow during the first two trading days (January 4th-January 5th); on January 6th and January 7th, there was a continuous net inflow of northbound funds, but inflow Not much. In the first four trading days of this year, the northbound funds showed a net outflow, with a total outflow of 1.487 billion yuan.

Northbound funding this yearAdd warehouseWhich stocks?Choice dataIt shows that in terms of Shenzhen Stock Connect, since 2021 (as of January 7, the same below), 437 SZSE target stocks have been increased by northbound funds, of which 7 have been increased by more thanCirculationEquity1%.

Specific to individual stocks,TeradThe most popular, its northbound capital holdings account forOutstanding sharesThe proportion increased from 4.2% to 5.98%;Changying PrecisionThe shareholding ratio increased in the second place, and its northbound capital holdings accounted forTradable equityThe proportion increased from 1.3% to 2.5%. The stocks whose holding ratio increased by more than 1% (including 1%) also include,Qia Qia Food、Petty shares、Antarctic e-commerce、Luxi Chemical、Zhongshun JierouWait.

In terms of Shanghai Stock Connect, since 2021, 4 stocks have increased their holdings by northbound funds by more than 1% of their outstanding share capital. among them,Mingyang SmartThe shareholding increase was the highest, increasing from 1.32% of the outstanding share capital to 5.57%;Crane shares、Shanghai Airport、Aonong BioThe proportion of increased holdings of northbound funds was 1.21%, 1.11%, and 1.04% respectively.

Guosheng strategy predicts that the inflow of foreign capital in 2021 will exceed that in 2020, and the net inflow will exceed 300 billion yuan. Despite the large inflow and outflow of foreign capital in 2020, this is mainly due to the large outflow of transactional foreign capital, and allocation-oriented foreign capital continues to increase its position.Moreover, the proportion of foreign investment in my country is still significantly lower than that of overseasMature marketAs of the third quarter of 2020, A-share foreign capital accounted for 3.8%, which still has a large room for improvement compared to overseas. The logic of “water flows to the lower place” is still established, and the long-term inflow of foreign capital is expected to continue.

(Source: Shanghai Securities News)

(Editor in charge: DF358)