“申”挖数据 | 资金血氧仪

Group 1 - The main viewpoint indicates that the market is experiencing a net outflow of capital, with a total of 117.607 billion yuan in the last two weeks, while the coal industry is seeing net inflows [2] - The financing and securities lending data shows a current balance of 1.821325 trillion yuan, an increase of 0.66% from the previous period, with the financing balance at 1.808988 trillion yuan and the securities lending balance at 12.337 billion yuan [2] - The market has seen more declining stocks than rising ones in the last two weeks, with the top three sectors in terms of gains being non-ferrous metals, oil and petrochemicals, and telecommunications, while the sectors with the largest declines are food and beverage, household appliances, and commercial building materials [2] Group 2 - The overall strength analysis score for all A-shares is 5.39, indicating a neutral zone, with the CSI 300 score at 5.43, the ChiNext score at 5.60, and the Sci-Tech Innovation Board score at 5.42 [2] - The article notes that due to escalating geopolitical conflicts, global risk appetite is declining, leading to a drop in the Shanghai Composite Index below the 5-day moving average, with market focus shifting towards defensive sectors [3] - It is suggested that the A-share market is likely to continue a structural trend in the second half of the year, with a need to monitor whether capital returns to previous hot sectors, while mid-to-long-term attention should be given to technology and Hong Kong stock market trends [3]