资金抄底了120亿

Market Overview - Today's trading volume was below 1.3 trillion, a decrease of 200 billion, primarily due to the implementation of new quantitative regulations, leading to cautious behavior among market participants [1] - The market is currently experiencing a "burning money war" among major food delivery platforms, with Alibaba, Meituan, and JD.com showing significant stock price declines at the market open [3][4] Company Performance - Meituan experienced the largest decline among the three companies, dropping over 4%, while Alibaba and JD.com fell by 2.5% and 1.7%, respectively [3][4] - Despite the initial declines, Meituan's stock showed resilience, with a recovery after half an hour of trading [4] - The market has already factored in the impact of the "burning money" strategy, with Alibaba and Meituan's stock prices down 30% and 35% from their highs over the past four months [7] Investment Trends - There was a notable net inflow of over 12 billion from southbound funds, marking the first time since May 27 that net purchases exceeded 10 billion [5] - The market is advised to maintain a balanced investment approach, considering the potential for a prolonged battle among internet giants and the need for a higher margin of safety in dividend stocks [7] Industry Insights - The competition among internet giants is primarily for traffic entry points, with Tencent being highlighted as the strongest player in this regard, showing a rebound of over 1% today [8] - The recent surge in tea beverage companies, driven by subsidies, has resulted in significant stock price increases for brands like Nayuki and Heytea, with gains of up to 11.04% [12][13] Sector Analysis - The electricity sector is gaining attention due to record-high power loads, with the national grid reaching 1.465 billion kilowatts, a year-on-year increase of nearly 150 million kilowatts [20] - The public utility ETF has recovered to break even, indicating a potential undervaluation in the electricity sector, which has lagged behind other dividend sectors [21][22]