超4600只个股下跌

Core Viewpoint - The market shows mixed performance with the Shanghai Composite Index declining while the ChiNext Index rises, indicating a divergence in sector performance and investor sentiment [1][2]. Market Performance - As of the midday close, the Shanghai Composite Index is at 3486.88 points, down 0.93%, the Shenzhen Component Index at 10657.22 points, down 0.26%, and the ChiNext Index at 2211.03 points, up 0.64% [1][2]. - Overall, more than 4600 stocks in the market are experiencing declines, reflecting a bearish sentiment [2]. Sector Performance - The CPO sector is performing strongly, with active performance in liquid-cooled servers and Nvidia-related concepts, while coal mining, energy metals, and the power sector are among the worst performers [4]. Capital Flow - Main capital flows show a net inflow into sectors such as telecommunications, electronics, and computers, while public utilities, pharmaceuticals, and food and beverage sectors are seeing net outflows [6]. - Specific stocks with significant net inflows include Xinyi Technology (26.96 billion), Leo Group (17.58 billion), and Zhongji Xuchuang (17.34 billion) [7]. - Conversely, stocks facing substantial net outflows include Kweichow Moutai (10.42 billion), Baosteel (7.35 billion), and Changshan Pharmaceutical (6.85 billion) [8]. Institutional Insights - Analysts from Zhongtai Securities suggest that the market's performance this week is better than expected, with active funds likely to return as mid-year reports are released. They recommend identifying sectors where institutional and active funds may converge [10]. - The investment director from Qianhai Boben Fund indicates that while the market is adjusting, the overall adjustment space is limited, with significant support around the 10 and 20-day moving averages. They advise buying on dips, focusing on sectors that are likely to rotate and rebound [10].