投资者温度计第24期：自媒体热度创近两周新高，杠杆资金净流入由减转增

Market Trends - The market experienced a slight upward trend last week, influenced by the press conference on May 7, leading to a peak in social media engagement over the past two weeks[2] - Public funds are increasingly favoring value stocks, particularly in the consumer and electronics sectors, with 40% of the top holdings in these industries leading the gains since September 2018[2] Investor Activity - Retail investors contributed a net inflow of 61.8 billion CNY in A-shares, an increase of 14.83 billion CNY from the previous value, placing it in the 18.8% percentile over the past five years[2][28] - Margin financing saw a net inflow of 16.74 billion CNY, up by 32.5 billion CNY from the previous week, indicating a shift from reduction to increase in leveraged funds[32] Social Media Engagement - Douyin (TikTok) users watching A-share content showed a rising trend among older demographics and lower-tier cities, reflecting a shift in viewer composition[7][8] - Positive sentiment on Weibo surged significantly following the May 7 press conference, indicating increased investor confidence[11][12] Fund Performance - Among public fund heavyweights, 36 stocks have risen over 44%, primarily in the electronics, pharmaceuticals, and defense sectors, while 48 stocks have seen gains between 10% and 44%[19][22] - The performance of public fund heavyweights indicates a concentration in sectors such as electronics, pharmaceuticals, and food and beverage[22]