投资者温度计第3期：自媒体热度降至节后最低，散户资金净流入由减转增

Group 1: Market Trends - Recent self-media heat has dropped to the lowest level post-holiday, with the first trading day of December seeing a positive sentiment rise due to a 1.1% increase in the Shanghai Composite Index[3] - Public funds are increasingly concentrating on electric and new energy sectors, shifting from cyclical industries; nearly half of the public fund heavyweights have stagnated since September 18, focusing on electric new energy, automotive, non-ferrous metals, and pharmaceuticals[3][17] - Retail investor net inflow in A-shares reached CNY 170.77 billion, an increase of CNY 35.01 billion compared to the previous value; margin financing net inflow was CNY 19.46 billion, up by CNY 7.66 billion[3][30] Group 2: Investor Behavior - The number of new retail accounts opened in October was 6.847 million, a month-on-month increase of 274.7%[28] - The proportion of users watching "A-shares" content on Douyin from first-tier cities has risen to 13.8%, while the share of users aged 41 and above has increased to 30.9%[8] - The number of retail investors participating in margin trading reached 718.2 million, with a week-on-week growth of 0.23%[30] Group 3: Fund Performance - The net value growth distribution of public funds shows a shift towards value-oriented strategies, with a focus on electric new energy sectors[17][18] - Nearly half of the public fund heavyweights have shown stagnation, with 49 stocks experiencing less than 21% growth since September 18[20][24] - The performance of public fund heavyweights is concentrated in electronic, automotive, and pharmaceutical sectors, indicating a trend towards these industries[20][24]