In July 13 trading days, the turnover of the two cities exceeded trillion yuan next month.

Reporter Chu Lijun

In July, although the broad market was adjusted, the two cities remained active. Oriental Fortune Choice data shows that in the 21 trading days in July, 13 trading days of Shanghai and Shenzhen cities are above trillion yuan, accounting for more than 60 % of the days of the month trading day, and market funds are also looking for money from it. High -quality target layout.

699 stocks

Get a large order for the funds during the month

In terms of funds, the overall market for market large -scale funds in July showed a net outflow. Specifically, there are 699 stocks in the net inflow of large orders. From the perspective of capital inflows, power equipment, computers, electronics, national defense military workers, machinery and equipment and other industries. , Average of over 2.3 billion yuan.

In the shock market, financing customers also actively seize investment opportunities. As of July 28, the balance of Liang Rong was 163.2022 billion yuan, an increase of 28.690 billion yuan from the end of June. Among them, the financing balance was 153.1265 billion yuan, an increase of 21.495 billion yuan from the end of June. Yuan.

In terms of industry, as of July 28th since July, 31 of the 31 -level industries have received financing customers during the 20 industries. The top five of the positions are over 2.081 billion yuan or above; non -silver finance, automobiles, transportation, computers, steel, and other five industries have a net sales in the top of the top 684 million yuan.

From the perspective of market performance in July, a total of 5.15%of the mechanical and equipment indexes, a cumulative increase of 1.95%during the National Defense Army Index Index, a slight decline during the power equipment index, a cumulative decline of 0.38%. Cumulative declines of 4.28%during the period).

In this regard, Yuan Huaming, general manager of Huahui Chuangfu Investment interviewed by the reporter of the Securities Daily, said that the changing trend of funds reflects the overall caution of the market emotions in July, but it is based on industries such as "power equipment, national defense military workers, machinery and equipment". The structural opportunities of the representative have received more attention of the market. These industries generally have the characteristics of high prosperity, strong performance, and clear policy support, and have outstanding attractiveness.

It is worth noting that in July, a total of 21.069 billion yuan during the northern direction period, which was also a net outflow of northbound funds in the second month after March this year. situation.

"Steady Growth" sector

The highest degree

Farewell to July, market capital trends in August have also become the topic of investors' focus.

Qin Hong, a senior analyst at Jin Bailin Consulting, told the Securities Daily that the funds of the fund and other institutions were divided into allocated funds and transaction funds. Among them, the configuration funds are mainly held in the medium and long line, which is more reflected in the role of institutional funds. Trading funds are more focused on popular varieties. Therefore, the marginal incremental increase in the track stocks this year is mostly trading funds for institutional funds and leveraged funds for market participants. Therefore, the flow of funds reflects the direction of market hotspots. At present, the allocation direction of track stocks is relatively popular, and it is expected to be a variety of continuous attention in trading funds in August.

"Generally speaking, the net purchase amount of large orders of funds is the top, and the industry where the amount of financing passengers increased at the highest amount of funds reflecting the direction of the track selection of funds from the side is also a better direction in the market. The current market is in the adjustment stage of adjustment. , The impact of the inflation pressure in Europe and the United States further interest rate hikes, in August, the probability of market funds to maintain the stock game is greater. "Ma Cheng, chairman of Juze Investment, told reporters.

Yuan Huaming believes that investors may maintain cautious emotions in August. As risk factors are gradually released, my country's economy shows a signal that stabilizes and stabilizes. The market sentiment is expected to boost. Essence

How to allocate funds in August. According to Wanlian Securities, on the one hand, overseas economic growth has weakened, and my country urgently needs to expand domestic demand, boost expectations to promote economic growth, and the "steady growth" sector has the highest certainty; Opportunities for the industry.

China Galaxy Securities stated that August is the dense period of disclosure of the interim performance of listed companies. The performance driver will still become the core leading factors of the market. Investor strategy should focus on the development of the industry core, grasp the time value, choose the valuation and value of the value, Matching, stable performance, good performance, and high -prosperity track section with certainty income.

- END -