the shanghai composite index regained 3,000 points! these oversold blue chip stocks were bought by major funds
2024-09-26
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in the afternoon of september 26, the a-share market rose strongly, with the shanghai composite index rising 3.61% to regain the 3,000-point mark, and more than 5,100 stocks in the city rose. the turnover of the shanghai and shenzhen stock markets exceeded one trillion yuan.
on the market, liquor, real estate, securities, hotels and tourism, steel, and retail sectors led the gains.
from the perspective of capital flows, as of today's closing, the non-bank financial and food and beverage sectors received net inflows of over 10 billion yuan from major funds. in addition, the banking, real estate, and electronics sectors received net inflows of 7.118 billion yuan, 6.487 billion yuan, and 6.115 billion yuan from major funds, respectively.
in terms of individual stocks, the top ten stocks that received net inflows of major funds today were mainly concentrated in the financial and liquor sectors. among them, kweichow moutai, eastmoney, and tianfeng securities received net inflows of 3.339 billion yuan, 2.061 billion yuan, and 1.883 billion yuan, respectively.
the main funds are buying these oversold blue chip stocks
judging from the performance of main funds increasing their holdings in the past five days, kweichow moutai, changshan beiming, ping an of china, oriental fortune, china merchants bank and other stocks ranked at the top in terms of net inflows. among them, kweichow moutai received more than 6.8 billion yuan in main funds increasing its holdings.
among the stocks that have received net inflows of more than 500 million yuan from major funds in the past five days, the latest closing prices of the following 16 stocks have retreated by more than 10% from their highs this year, and their profits and net profits in the first half of the year have recorded year-on-year growth.among them, offcn education's stock price has retreated by more than 46% from its high point this year, the stock prices of luzhou laojiao, citic offshore helicopters and shanxi fenjiu have retreated by more than 30%, and the stock prices of foxconn industrial internet and tcl technology have retreated by more than 20%.
how to arrange above 3000 points?
lv jia, an investment consultant at citic construction investment, believes that as the market trading volume gradually recovers and enters the trillion-level level recently, the overall market stock nature has been activated, and investors are more optimistic. driven by policies, the market trading volume has increased, which is first good for the pan-financial sector and secondly good for consumption. as for themes such as net loss and restructuring, they are not the core driving force for the market to rise. investors are advised to focus more on industrial logic and development.
the latest research report of gf securities pointed out that after a quarter of repeated bottoming out, the possibility of market recovery and even entering the intermediate rebound track has greatly increased. in terms of the focus of the rebound, we can continue to pay attention to three directions:
(1) low-priced (net-negative) blue-chip sectors, high-dividend (bonus) sectors, and sectors with strong restructuring expectations that directly benefit from market structural tools, mainly in the financial, resource, energy, and dividend themes sectors;
(2) hard technology sectors in the direction of equipment renewal, industrial upgrading and new quality productivity, including computing hardware and software, industrial robots, industrial mother machines and other topics;
(3) the direction of recovery of the real estate and consumer chains, including the food and beverage, consumer electronics, and home appliance sectors, as the interest burden of existing mortgage loans is reduced, real estate policies are tightened, and interest rate cuts are expected.
(this article comes from china business network)
