Nearly 10 billion northbound funds have violently opened positions and have been buying these stocks recently

Nearly 10 billion northbound funds have violently opened positions and have been buying these stocks recently
Original title: Nearly 10 billion northbound funds have violently established positions. Recently, these shares have been bought on August 19. The net inflow of northbound funds exceeded 8 billion U.S. dollars, setting a single-day net inflow in more than four months.Among them, the net inflow of Shanghai Stock Connect was 38.6.1 billion yuan, the net inflow of Shenzhen Stock Connect 46.2.2 billion.  The top ten active trading stocks showed that Ping An Bank made a net purchase of 6.28 ppm, Wuliangye, Guizhou Moutai branch net purchase3.57 billion, 2.800 million, Tsingtao Beer was net sold1.8.5 billion yuan.  The good news triggered the opening of Shenzhen local stocks today. Shenzhen local stocks led the two markets and closed consecutively. The daily limit of nearly 70 stocks rose and the market value soared more than 230 billion.For Hong Kong stocks, Shenzhen Holdings rose more than 10%, Shenzhen International rose more than 11%, Jiazhaoye Group rose 14%, China Merchants Land, and other stocks such as CIMC also surged.  In the news, on August 18th, the CPC Central Committee and the State Council issued opinions on supporting Shenzhen to build a pioneering demonstration area of socialism with Chinese characteristics, supporting Shenzhen to carry out regional comprehensive reform experiments of state-owned and state-owned enterprises, supporting Shenzhen’s pilot to deepen foreign exchange management reform, and supporting Shenzhen to build 5G, Artificial intelligence, cyberspace science and technology, life information and biomedical laboratory and other major innovation carriers; support the development of digital currency research and mobile payment and other innovative applications in Shenzhen.  Hualong Securities stated that on August 18, the Central Committee of the Communist Party of China and the State Council issued opinions on supporting Shenzhen to build a pioneering demonstration zone with Chinese characteristics.The “Opinions” pointed out the strategic positioning of Shenzhen as a global benchmark city, and pointed out that creating conditions to promote the reform of the registration system.With the further deepening of the integration of the Greater Bay Area, part of Shenzhen should become more and more important, and the implementation of the pioneering demonstration zone of socialism with Chinese characteristics will be more effective in this way.With the implementation of the heavy-duty favorable policies, local related companies in Shenzhen are expected to usher in the possibility.  The strategy of Anxin Securities believes that the issuance of this Opinion has profound significance for Shenzhen, which is conducive to Shenzhen’s reform and opening up at a higher starting point, a higher level, and a higher goal, forming a comprehensive deepening reform and a new pattern of comprehensive opening up.We suggest paying attention to Shenzhen local stocks and GEM investment opportunities. The three main lines that may benefit are: 1. Technology (Shennan Circuit, SZC, Sino-Singapore, Shenzhen Technology, etc.); 2. Transportation logistics (Shenzhen Airport, Yantian)(Hong Kong, CIMC Group, etc.); 3. Financial real estate (China Merchants Shekou, Overseas Chinese Town A, China Merchants Bank, Ping An of China, etc.) After the market today, the Shenzhen Municipal People’s Government issued a copy of China (Guangdong) Pilot Free Trade Zone Shenzhen Qianhai ShekouNotice of the fourth batch of reform and innovation experience in the area. Copying and promoting content involves six major areas, including investment facilitation, trade facilitation, financial innovation, supervision after the fact, rule of law innovation, and institutional mechanism innovation.  According to the Securities Times, from the top ten active trading stocks, foreign countries grabbed these stocks in advance. Last week, a total of 33 stocks were listed on the active trading list. The largest transaction amount was Moutai, Guizhou, with a cumulative turnover of 74.02 trillion; followed by Ping An of China, with a cumulative turnover of 53.9.8 billion yuan; Ping An Bank, Wuliangye, etc. also had higher turnover.  Based on net purchases and sales, 16 of the stocks listed last week were net purchases. The largest net purchase was Ping An Bank, with a net purchase of 24 last week.13 trillion, followed by Wuliangye, Vanke A, the net purchase amount was 8 respectively.4.4 billion, 6.8.5 billion yuan.Among the net stocks sold, Ping An of China had the most net sale amount, with a net sale amount of 12 last week.2.5 billion.  Carding found that a total of 12 stocks in the Beijing Capital Active Stocks List were listed last week, including Gree Electric Appliances, Guizhou Maotai, and Hikvision.In contrast, 10 stocks made the list only once last week.On August 16, Zhonghuan Securities, which was listed on the Shenzhen Stock Connect Active List, had a turnover of 3 on the day of the listing.3.3 billion yuan, with a net sale of 2.39 trillion US dollars, the stock’s budget fell 9 that day.09%, a gradual increase of 0 last week.93%.Haitian Flavor, which was listed on the Shanghai Stock Connect Active List on August 16, had a turnover of 3 on the day of the listing.8.6 billion yuan, with a net purchase price of 2.160,000 yuan, the stock further increased that day by 5.55%, a gradual increase of 4 last week.35%.  From the perspective of the industry, among the active stocks listed last week, electronics, food and beverage industries are highly concentrated, with a total of 6 stocks on the list.  After the institutional interpretation, the Huatai Securities strategy team said that the internal and external environment is still relatively mild, positive signals are increasing, and structural opportunities are positive. For the external environment, the downside of the US term spread indicates the downward pressure on the US economy 深圳spa会所 and the pressure on the U.S. fluctuation.The impact is limited.  From the internal environment, the LPR mechanism has been formed to promote interest rate cuts through interest rate marketization reforms, and gradually guide the real economy’s financing costs downward, supplementing tax and fee reductions and other changes in policy effects. The pressure on corporate costs has gradually increased and reduced, and market risk substitution is expected to improve.; Since August, domestic long-term interest rates have fallen significantly, hitting a new low since 2017.In terms of configuration, continue to recommend technology stocks and automobiles, and preferably Huawei’s industrial chain + semiconductor industry chain.  The Monarch team believes that the dawn of dawn is to pay attention to the mid-term inflection point of 合肥夜网 “credit-ERP-profit”.Fear has its limits, and we need to focus on profit repairs driven by credit repairs.Finance is the guide for financing of financial institutions, the advancement of interest rate marketization, and restructuring is the follow-up of demand-side policies. Credit dredging will be more smooth in a demanding environment, which makes our confidence in profit repair more firm.  In terms of industry configuration, the Monarch team believes that with the start of the credit cycle and the advancement of demand-side policies, we will see a double “Nike” of ERP and profit. Based on the 4X4 configuration system, the Monarch team recommends two main lines: 1) Preferred style.We are optimistic about the growth style of new infrastructure development, communications and computers, and optimistic about underestimated consumption of automobiles and home appliances.2) Cheap can always generate revenue, taking into account the stable cost performance.Optimistic about undervalued and stable banks, non-banks.  Southwest Securities chief strategy analyst Zhu Bin said that, overall, the market is in a rebound period, but the sector is clearly differentiated.The main board is greatly affected by the economy, and there is no room for continued upward during the economic downturn. It is expected that the rebound will rise around 2950 points.Due to the reversal of performance, the ChiNext will not be afraid of the pressure of liquidity tightening, and it may get out of a larger and stronger state in the future with relatively obvious returns.