Tag: #fund-flows6 results
Morning main funds net inflow to electronics, power equipment, machinery, utilities; outflow from non-bank finance, food & beverage, biopharma. Top inflows: Industrial Fulian RMB5.192B, Tianfu Comm RMB2.147B, Shengyi Tech RMB1.935B. Top outflows: Guangxun Tech RMB1.273B, Zhongji Innolight RMB1.238B, Huagong Tech RMB1.102B.
As Middle East tensions ease, global investors shift focus back to the AI trade. Fresh funds are flowing into Asian tech stocks after weeks of selling due to geopolitical risks. This marks renewed optimism in the sector.
Intraday main funds net inflow to pharmaceuticals, electronics, and computers, with Cambricon seeing 18.56 billion yuan inflow. Outflows hit non-ferrous metals, defense, and agriculture sectors. Other inflows include招商轮船 and 协鑫能科.
Morning session saw main funds net inflow into communication, petroleum, and defense sectors. Key inflows hit Zhongji Innolight (¥3.44B), Eoptolink (¥2.74B), and China Satellite (¥1.97B). Outflows targeted Northern Rare Earth (¥1.28B), Wangsu Tech, and Shandong Gold.
Last week, main funds net outflow doubled to over 1600B CNY from A-shares, hitting communication hardest at 254B, while retail funds surged in with 1447B net inflow, focusing on optical comm and AI apps. Leverage funds bet on tech rebound despite selloff. ETF flows show institutions cashing out core assets amid rising indices.
Wind power equipment and agrochemical sectors excelled due to policy support and supply-demand shifts. Main funds defensively targeted low-valuation, high-dividend heavyweights while offloading overextended thematic stocks. Data centers and new energy saw fund-driven repair rallies amid high divergence.