爆炸性购买42亿！ 银行完全起火了。 该股票今年已被外国投资者购买了数百亿美元！ _东方财富网

原标题：爆炸性购买42亿！ 银行是完全热的，今年这只股票已经被数百亿的外国资本购买了！

概括

[Boomtobuy42billion!ThebankiscompletelyonfireThisstockhasbeenboughttensofbillionsofdollarsbyforeigninvestorsthisyear!】BeijingCapitalhaspurchasedatotalof87billionyuaninAsharesthisyearandChinaMerchantsBank’spurchaseofoneshareaccountsformorethan10%InadditionIndustrialBankPingAnBankIndustrialandCommercialBankandShanghaiPudongDevelopmentBankalsoreceivednetpurchasesofmorethan100millionyuaninfundsfromBeijingthisweek(OfficialWeiboofeCompany)

This week,Northward capitalFirst decline and then rise, Monday sold a substantial net of 8.589 billion yuan, the highest in the past six monthsBig orderDaily net selling, followed by net buying for 4 consecutive trading days, the total net buying for the week was 6.614 billion yuan.

MinutemarketLook, this week’s northward capital will focus onBargain huntingGroup stocks with huge short-term declines and low valuationsbankShares, thereforeShanghai Stock ConnectNet purchase of 6.173 billion yuan,Shenzhen Stock ConnectOnly a net purchase of 441 million yuan was obtained.

　　continuedAdd warehousebankshare

　　bankThe share capital was substantially increased by Beijing Capital Funds on Monday, with a total net purchase of 4.211 billion yuan throughout the week, accounting for nearly two-thirds of the total net purchases of Beijing Capital Funds this week, and most of the bank stocks were increased. Supported by the continuous inflow of funds, under the background of continuous sharp adjustments in the market after the Spring Festival, bank stocks only traded sideways and almost did not fall. In recent days, the market has stabilized and acted as a rebound pioneer.Sector IndexApproaching the highest point of the year again.

This week, there are market rumors that China Merchants United Finance may sprint to go public in 2022, and is currently working hard to expand its business scale and preparing for the listing. The China Merchants Union Consumer Finance responded that it is currently inconvenient to disclose the listing plan.Public information shows that China Merchants Union Consumer Finance isChina Merchants BankversusChina UnicomCo-foundedthe InternetConsumer financeenterprise. Encouraged by this news,China Merchants BankversusChina UnicomThe trend this week is far stronger than the broader market.

especiallyChina Merchants Bank, Rose for 3 consecutive days in the second half of the week, becoming the locomotive of the market rebound. since this year,China Merchants BankA sharp increase of 21.32%, which is higher than the full-year increase of last year.This week, the northward funds once again bought a substantial netChina Merchants Bank1.435 billion yuan, totalPositionRepeatedly hit historical highs.

This year alone, the cumulative net purchases have reached nearly 10 billion yuan. You know, Beijing Capital has bought a total of 87 billion yuan in A shares this year.China Merchants BankOne share purchases accounted for more than 10%. In addition,Industrial Bank、Ping An Bank、ICBC、Shanghai Pudong Development BankThis week, it also obtained a net purchase of over 100 million yuan in funds from the north.

　　CICCLatest released this weekResearch reportSaid that once again reiterated that it is fully optimistic about the performance of AH banking stocks, the industry itself is inPerformance, ValuationReverseStarting point, macrointerest rateThe industry’s performance is as good as the regulatory environment. Looking ahead 1-4 quarters, AH Bank has about 39% and 45% upside potential. Individual stocks have selective focusReportThere are two main lines of repair and profit improvement.

　　Baotuan stocks are now divergent

After continuous sharp adjustments after the Spring Festival, Baotuan stocks generally fell sharply, and individual stocks fell nearly 50% in the short term, which triggered a rebound in market funds competing to hunt down the bottom. Judging from the trading situation of Beishang Capital this week, it has also actively participated in it, but there are huge differences in the selection of individual stocks.Among them, the divergence of liquor stocks is particularly prominent, on the one hand huge bargainingWuliangyeEtc. On the other hand, they continued to sell substantiallyKweichow Moutai。

Beijing Capital used to beKweichow MoutaiThe most loyal supporter, holding sharesMarket valueAt one time it was as high as more than 260 billion yuan, far surpassing the nextMidea Group、Ping An of China、MerchantsThe total market value of bank positions.Kweichow MoutaiThe starting point of this round of market price is also from 2014Shanghai-Shenzhen-Hong Kong Stock ConnectThe year it was opened. It can be said that in the value discovery of Kweichow Moutai, the northward capital is the most important force.

But entering this year, after Kweichow Moutai rushed to 2,000 yuan, the capital went northward.attitudeThere is a drastic change. Regardless of whether Kweichow Moutai is up or down, the capital from the north is “sold”. When Baotuan stock rebounded sharply this week, it still sold 1.143 billion yuan, the only stock that sold more than 1 billion yuan this week. Since this year, it has sold Kweichow Moutai for 9 consecutive weeks and has reduced its holdings. Over 7.33 million shares, cash over 16 billion yuan. In addition,Gree Electric、China Free、Muyuan shares、WuXi AppTecWaitan Baotuan stocks were still net sold by the northward funds exceeding 100 million yuan in the rebound this week.

　　Wuliangye、Shanxi Fenjiu、Yanghe shares、Luzhou LaojiaoWait for this week to get a net purchase of more than 100 million yuan in funds from the north. In addition,Longji shares，BYD，Tongwei shares，SungrowWaitan Baotuan stocks also got a huge amount of bargain hunters from northward funds this week.

Caixin Securities said that the tightening of liquidity led to the temporary end of the institutional holding group market.Although the market has undergone substantial adjustments, it has not deviated from the performance orientation, mainly because the upward market rate of return still makes the leaderthe companyThe reasonable discounted value of has dropped significantly. With the release of performance bulletins and annual reports, some companies that have adjusted to a lower valuation range are expected to regain market attention.

(Article source: e company official micro)

(Editor in charge: DF524)