投资者温度计第2期：自媒体热度总体平稳，融资资金有所回暖

Group 1: Market Trends - Recent self-media heat remains stable, with a slight recovery in investor sentiment on November 27 as the market rebounded[3] - Public funds are increasingly clustering, shifting industry focus from consumption to cyclical sectors; since September 18, over half of the public fund heavyweights have stagnated, concentrated in non-ferrous metals, automobiles, and telecommunications[3] - In the past week, net inflow of retail funds in A-shares decreased by 755.7 billion CNY, while financing funds saw a net inflow of 118.4 billion CNY, recovering from a previous outflow of 41.8 billion CNY[3] Group 2: Investor Behavior - The proportion of users watching "A-shares" content on Douyin has stabilized, with the share from first-tier cities rising to 13.7% and the share of users aged 41 and above increasing to 30.3%[8] - Douyin's "A-shares" content viewership has seen a decline in recent weeks, with a noticeable drop in the number of works and views[11] - On November 27, the Shanghai Composite Index rose by 1.5%, leading to a significant increase in positive sentiment on Weibo[14] Group 3: Fund Performance - Recent public fund performance shows a stronger clustering trend, with a shift towards value and cyclical sectors[16] - Over half of the public fund heavyweights have stagnated, with 51 stocks showing a rise of less than 19% since September 18[20] - The net inflow of retail funds decreased significantly, with 10 million new accounts opened in October, a 274.7% increase month-on-month, but net inflow dropped to 135.76 billion CNY[26] Group 4: Financing and Participation - As of November 29, the financing balance remained at 1.8 trillion CNY, with a recent net inflow of 118.4 billion CNY, recovering from a previous outflow[28] - The number of individual investors in margin trading reached 7.166 million, with a 0.23% increase from the previous value, but the growth rate is declining[28]