Group 1 - The core viewpoint of the articles highlights a significant divergence in capital flow across different sectors, with the electronic sector attracting over 10.9 billion yuan in net inflow, while traditional sectors like banking and oil faced net outflows [1][2] - The communication industry stood out with a net inflow of 2.472 billion yuan, indicating optimistic market expectations for the development of communication equipment and related technologies [2] - Continuous capital flow trends show a structural preference in the market, with 119 stocks experiencing net inflows for five consecutive trading days or more, demonstrating sustained investor interest [1] Group 2 - Zhongji Xuchuang led individual stocks with a net buying amount of 922 million yuan, reflecting strong market confidence in the company, which is a leader in the optical communication module sector [1] - The technology leadership of Zhongji Xuchuang, particularly in the 800G optical module market and its first-mover advantage in 1.6T products expected to be mass-produced by 2025, is a key factor attracting main capital [1] - On the other hand, Dazhongnan faced a net sell-off exceeding 500 million yuan, marking it as the stock with the highest capital outflow for the day [1]
主力资金109亿涌入电子板块,中际旭创获9.22亿净买入居首