投资者温度计第25期：自媒体热度持续上升，散户资金净流入小幅增加

Market Overview - The overall market rose last week, driven by the "better-than-expected" outcome of the US-China tariff negotiations on May 12[2] - Retail investor net inflow in A-shares reached 82.19 billion CNY, an increase of 20.39 billion CNY from the previous value, placing it at the 36.0 percentile over the past five years[2][32] Fund Trends - Public funds are increasingly favoring value stocks, with a focus on consumer and cyclical industries; 40% of public fund heavyweights have outperformed since September 2018[2][17] - The net inflow of financing funds decreased to 2.41 billion CNY, down 14.34 billion CNY from the previous week[37] Social Media Insights - The popularity of self-media continues to rise, with platforms like Kuaishou and Douyin leading in discussion heat, while Weibo and Baidu show relatively calm performance[3] - Douyin's viewership of "A-shares" content is increasingly dominated by younger demographics and high-tier cities[7] Investor Sentiment - Positive sentiment on Weibo surged significantly on May 13 following the announcement of reduced tariffs, which was perceived as exceeding expectations[14] Public Fund Performance - Among public fund heavyweights, 38 stocks have risen over 44%, primarily in the electronics, automotive, and pharmaceutical sectors[23][26]