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- 李隽頡李隽頡
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- 李隽頡李隽頡
  ·2021-07-19
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  What stocks did foreign investors buy/sell in two consecutive trading days that broke 10 billion?
  外资当前对A股的行业轮动方向也产生了分歧。
  What stocks did foreign investors buy/sell in two consecutive trading days that broke 10 billion?
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11:32","market":"sh","language":"zh","title":"What stocks did foreign investors buy/sell in two consecutive trading days that broke 10 billion?","url":"https://stock-news.laohu8.com/highlight/detail?id=1175589406","media":"兴业策略","summary":"外资当前对A股的行业轮动方向也产生了分歧。","content":"<p>Author (s): Yidong Zhang, Meicen Li, Industrial Securities Strategy</p><p><b>Key points of investment</b></p><p><b>On July 14th, the net outflow of funds going north was 10.806 billion yuan, which was the ninth time in history that the net outflow in a single day exceeded 10 billion yuan; On July 15th, the net inflow of foreign capital was nearly 12.4 billion yuan, which was the 28th time in history that the net inflow exceeded 10 billion yuan.</b></p><p><b>From the perspective of foreign capital hosted by different institutions, foreign capital hosted by international securities firms (trading disks) is the \"main force\" with a net outflow/inflow of 10 billion yuan in two days.</b>On July 14th, the net outflow of the trading plate was 7.66 billion yuan, accounting for more than 70% of the total net outflow. On July 15th, the net purchase of the trading plate was 7 billion yuan, accounting for 55.7% of the net turnover of Lu Gutong that day. Relative to the market value of its holdings, custody of<a href=\"https://laohu8.com/S/IBOC\">International banking</a>The amount of outflow/inflow of foreign capital (allocation disk) in these two days is not much.</p><p><b>As of July 15th, the accumulated net inflow of foreign capital in July was 5.53 billion yuan, which was lower than the average monthly inflow in the previous six months, and even lower than that in March, when the market conditions were poor. Structurally, the allocation-type foreign capital held by international banks, as the main force in adding A shares, has had a net outflow for the first time since July. In 7.4, we clearly pointed out that the third quarter is a window period to resolve stock risks, and the fluctuation of market risk appetite intensifies. However, the trend of foreign capital in the third quarter of the A-share market is uncertain and the risk appetite changes drastically, which may explain to some extent why there is a net outflow of foreign capital and a net inflow of foreign capital exceeding 10 billion yuan in two consecutive days.</b></p><p><b>From the perspective of the industry, foreign capital also has differences on the direction of A-share industry rotation.</b>Take the northern allocation plate as an example. On July 14th, international banks sold a net of 720 million yuan of new electric shares, and one day later, it flowed back into the new electric industry by 1.14 billion yuan, which may mean that the allocation-oriented foreign capital, known for its \"overseas long money\", is also \"hesitant\" in the high prosperity and high valuation of the new electric industry.<b>However, it is worth mentioning that the configuration disk has continuously netted into the electronics, communications, and computer industries.</b>Take the northern trading board as an example. The fluctuation of trading foreign capital is relatively greater, and its trading direction for most industries has turned within one day. For example, on July 14th, the trading board sold nearly 1.9 billion yuan of bank shares, and the next day, it bought back 1.4 billion yuan.</p><p><b>The differences in industry allocation within foreign capital can also explain the reasons for the violent fluctuations in trading direction. Trading-oriented foreign capital added positions in cyclical industries such as nonferrous metals and chemicals, while the northbound allocation plate was \"not interested\" in the cyclical sector. Among them, the differences about the new electric industry were the most obvious. In July, the northbound allocation plate bought a net amount of 2.24 billion yuan of new electric shares, while the trading plate sold off 3.73 billion yuan of new electric shares in July. However, different types of foreign capital have a fairly obvious consensus on adding positions to computers and communications.</b></p><p>Chemical:<a href=\"https://laohu8.com/S/600426\">Hualu Hengsheng</a>It is the greatest common denominator of allocation and transaction foreign capital adding positions.</p><p>Dianxin:<a href=\"https://laohu8.com/S/300750\">CATL</a>It was sold by foreign capital for a net of 1.46 billion yuan in two days,<a href=\"https://laohu8.com/S/601012\">LONGi</a>It was bought by a net of 1.13 billion yuan, or pointed to the fact that foreign capital's preference for individual stocks in the industry is gradually shifting from the battery industry chain to the photovoltaic sector.</p><p>Automobile: The Consensus Between Allocation and Transaction Foreign Capital is to Buy<a href=\"https://laohu8.com/S/603197\">Baolong Technology</a>The disagreement is<a href=\"https://laohu8.com/S/600741\">Huayu Automobile</a>。</p><p>Home Appliances: Two Types of Foreign Capital Have Continuous Reduction<a href=\"https://laohu8.com/S/000651\">Gree Electric</a>。</p><p>Food and beverage: the allocation plate adds warehouses to Maotai, and the trading plate lays out second-tier liquor enterprises.</p><p>Medicine: Allocation-oriented foreign investment love<a href=\"https://laohu8.com/S/300760\">Mindray Medical</a>Favored by transactional foreign investors<a href=\"https://laohu8.com/S/600276\">Hengrui Medicine</a>。</p><p>Bank: Even on July 14th, when the overall net outflow of foreign capital exceeded 10 billion yuan, allocation-type foreign capital still bought 1 billion yuan in the reverse direction<a href=\"https://laohu8.com/S/600036\">China Merchants Bank</a>。</p><p>Non-bank finance: Total net purchase of allocation-type foreign capital<a href=\"https://laohu8.com/S/601318\">Ping An of China</a>450 million yuan, net purchase of transactional foreign capital for two consecutive trading days<a href=\"https://laohu8.com/S/02318\">Ping An of China</a>Nearly 900 million yuan, the intention of northbound funds to \"bargain-hunting\" China Ping An is obvious.</p><p>Electronics: Both allocation and transaction foreign capital are optimistic<a href=\"https://laohu8.com/S/603501\">Vail Shares</a>However, the performance of northbound allocation and increased holdings is less than expected<a href=\"https://laohu8.com/S/300782\">Zhuo Shengwei</a>240 million yuan, while the overall trading plate slightly sold 28 million yuan.</p><p>Computer: Both allocation and transaction are favored by foreign capital<a href=\"https://laohu8.com/S/002230\">iFlytek</a>。</p><p><b>Risk warning: This report is a historical analysis report, which does not constitute any judgment or suggestion on the market trend, or any recommendation or suggestion on the sector or individual stocks. Please read the \"Related Statement\" on the last page of the report carefully before using it</b></p><p><b>Report Text</b></p><p><img src=\"https://static.tigerbbs.com/67bcaa82fd7f2d1bc33e2e0884a02523\" tg-width=\"1080\" tg-height=\"624\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/53656e52020ffd9b2636c5e073af5bba\" tg-width=\"1080\" tg-height=\"603\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/fcf158c0409c1fc167b33650a3c6435f\" tg-width=\"1080\" tg-height=\"604\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/7ae52f9ad5836a523e538d551b8faac4\" tg-width=\"1080\" tg-height=\"606\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/4b083d6794bde67e5ec84107b8671351\" tg-width=\"1080\" tg-height=\"605\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/24976b6948a0c594a775c71683826246\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/56a383f3eeeae987bc6af03b1cdd5d27\" tg-width=\"1080\" tg-height=\"607\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/4801e7d5065f516db4a44014e82059a9\" tg-width=\"1080\" tg-height=\"606\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/8bdaa62cfb84fe80391bfc7597c9d10e\" tg-width=\"1080\" tg-height=\"603\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/dced526fc1ba71b3cf74f66dfdf21fa5\" tg-width=\"1080\" tg-height=\"609\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/49c1d8c9343430165de20f00607f17b6\" tg-width=\"1080\" tg-height=\"605\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/41b3dc313ab128e01bd35d35b7b936c8\" tg-width=\"1080\" tg-height=\"604\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/c0a0928322f654cc692057bd9565be5a\" tg-width=\"1080\" tg-height=\"603\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/2be10b24028fd7b925cdc9eda689f26e\" tg-width=\"1080\" tg-height=\"606\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/2f8cedf1c4534a7609fb1b511d79ac7e\" tg-width=\"1080\" tg-height=\"605\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/535c0dc9ca3b07b6c899753e195605bb\" tg-width=\"1080\" tg-height=\"605\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/4bbb392dc664cadb79a8a0165964c4c8\" tg-width=\"1080\" tg-height=\"609\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/42faf103e6a2bf5b88bbe47338f90a5f\" tg-width=\"1080\" tg-height=\"609\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/1d97fe2361335068d290ee5ecc28dddc\" tg-width=\"1080\" tg-height=\"609\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/cdcb9db0371decc3d4f6873e97f2aedf\" tg-width=\"1080\" tg-height=\"606\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/f048e709da7783ab93c1cde48764a03c\" tg-width=\"1080\" tg-height=\"606\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/e321fb4770a32d47b28a0149945ddb56\" tg-width=\"1080\" tg-height=\"610\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/ea26573278ae2d023ea6353811186045\" tg-width=\"1080\" tg-height=\"607\" referrerpolicy=\"no-referrer\"></p><p><b>Risk warning</b></p><p><b>This report is a historical analysis report, which does not constitute any judgment or suggestion on the market trend, or any recommendation or suggestion on sectors or individual stocks. Please read the \"Relevant Statement\" on the last page of the report carefully before using it</b></p>","source":"lsy1583897507412","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What stocks did foreign investors buy/sell in two consecutive trading days that broke 10 billion?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat stocks did foreign investors buy/sell in two consecutive trading days that broke 10 billion?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">兴业策略</strong><span class=\"h-time small\">2021-07-19 11:32</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Author (s): Yidong Zhang, Meicen Li, Industrial Securities Strategy</p><p><b>Key points of investment</b></p><p><b>On July 14th, the net outflow of funds going north was 10.806 billion yuan, which was the ninth time in history that the net outflow in a single day exceeded 10 billion yuan; On July 15th, the net inflow of foreign capital was nearly 12.4 billion yuan, which was the 28th time in history that the net inflow exceeded 10 billion yuan.</b></p><p><b>From the perspective of foreign capital hosted by different institutions, foreign capital hosted by international securities firms (trading disks) is the \"main force\" with a net outflow/inflow of 10 billion yuan in two days.</b>On July 14th, the net outflow of the trading plate was 7.66 billion yuan, accounting for more than 70% of the total net outflow. On July 15th, the net purchase of the trading plate was 7 billion yuan, accounting for 55.7% of the net turnover of Lu Gutong that day. Relative to the market value of its holdings, custody of<a href=\"https://laohu8.com/S/IBOC\">International banking</a>The amount of outflow/inflow of foreign capital (allocation disk) in these two days is not much.</p><p><b>As of July 15th, the accumulated net inflow of foreign capital in July was 5.53 billion yuan, which was lower than the average monthly inflow in the previous six months, and even lower than that in March, when the market conditions were poor. Structurally, the allocation-type foreign capital held by international banks, as the main force in adding A shares, has had a net outflow for the first time since July. In 7.4, we clearly pointed out that the third quarter is a window period to resolve stock risks, and the fluctuation of market risk appetite intensifies. However, the trend of foreign capital in the third quarter of the A-share market is uncertain and the risk appetite changes drastically, which may explain to some extent why there is a net outflow of foreign capital and a net inflow of foreign capital exceeding 10 billion yuan in two consecutive days.</b></p><p><b>From the perspective of the industry, foreign capital also has differences on the direction of A-share industry rotation.</b>Take the northern allocation plate as an example. On July 14th, international banks sold a net of 720 million yuan of new electric shares, and one day later, it flowed back into the new electric industry by 1.14 billion yuan, which may mean that the allocation-oriented foreign capital, known for its \"overseas long money\", is also \"hesitant\" in the high prosperity and high valuation of the new electric industry.<b>However, it is worth mentioning that the configuration disk has continuously netted into the electronics, communications, and computer industries.</b>Take the northern trading board as an example. The fluctuation of trading foreign capital is relatively greater, and its trading direction for most industries has turned within one day. For example, on July 14th, the trading board sold nearly 1.9 billion yuan of bank shares, and the next day, it bought back 1.4 billion yuan.</p><p><b>The differences in industry allocation within foreign capital can also explain the reasons for the violent fluctuations in trading direction. Trading-oriented foreign capital added positions in cyclical industries such as nonferrous metals and chemicals, while the northbound allocation plate was \"not interested\" in the cyclical sector. Among them, the differences about the new electric industry were the most obvious. In July, the northbound allocation plate bought a net amount of 2.24 billion yuan of new electric shares, while the trading plate sold off 3.73 billion yuan of new electric shares in July. However, different types of foreign capital have a fairly obvious consensus on adding positions to computers and communications.</b></p><p>Chemical:<a href=\"https://laohu8.com/S/600426\">Hualu Hengsheng</a>It is the greatest common denominator of allocation and transaction foreign capital adding positions.</p><p>Dianxin:<a href=\"https://laohu8.com/S/300750\">CATL</a>It was sold by foreign capital for a net of 1.46 billion yuan in two days,<a href=\"https://laohu8.com/S/601012\">LONGi</a>It was bought by a net of 1.13 billion yuan, or pointed to the fact that foreign capital's preference for individual stocks in the industry is gradually shifting from the battery industry chain to the photovoltaic sector.</p><p>Automobile: The Consensus Between Allocation and Transaction Foreign Capital is to Buy<a href=\"https://laohu8.com/S/603197\">Baolong Technology</a>The disagreement is<a href=\"https://laohu8.com/S/600741\">Huayu Automobile</a>。</p><p>Home Appliances: Two Types of Foreign Capital Have Continuous Reduction<a href=\"https://laohu8.com/S/000651\">Gree Electric</a>。</p><p>Food and beverage: the allocation plate adds warehouses to Maotai, and the trading plate lays out second-tier liquor enterprises.</p><p>Medicine: Allocation-oriented foreign investment love<a href=\"https://laohu8.com/S/300760\">Mindray Medical</a>Favored by transactional foreign investors<a href=\"https://laohu8.com/S/600276\">Hengrui Medicine</a>。</p><p>Bank: Even on July 14th, when the overall net outflow of foreign capital exceeded 10 billion yuan, allocation-type foreign capital still bought 1 billion yuan in the reverse direction<a href=\"https://laohu8.com/S/600036\">China Merchants Bank</a>。</p><p>Non-bank finance: Total net purchase of allocation-type foreign capital<a href=\"https://laohu8.com/S/601318\">Ping An of China</a>450 million yuan, net purchase of transactional foreign capital for two consecutive trading days<a href=\"https://laohu8.com/S/02318\">Ping An of China</a>Nearly 900 million yuan, the intention of northbound funds to \"bargain-hunting\" China Ping An is obvious.</p><p>Electronics: Both allocation and transaction foreign capital are optimistic<a href=\"https://laohu8.com/S/603501\">Vail Shares</a>However, the performance of northbound allocation and increased holdings is less than expected<a href=\"https://laohu8.com/S/300782\">Zhuo Shengwei</a>240 million yuan, while the overall trading plate slightly sold 28 million yuan.</p><p>Computer: Both allocation and transaction are favored by foreign capital<a href=\"https://laohu8.com/S/002230\">iFlytek</a>。</p><p><b>Risk warning: This report is a historical analysis report, which does not constitute any judgment or suggestion on the market trend, or any recommendation or suggestion on the sector or individual stocks. Please read the \"Related Statement\" on the last page of the report carefully before using it</b></p><p><b>Report Text</b></p><p><img src=\"https://static.tigerbbs.com/67bcaa82fd7f2d1bc33e2e0884a02523\" tg-width=\"1080\" tg-height=\"624\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/53656e52020ffd9b2636c5e073af5bba\" tg-width=\"1080\" tg-height=\"603\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/fcf158c0409c1fc167b33650a3c6435f\" tg-width=\"1080\" tg-height=\"604\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/7ae52f9ad5836a523e538d551b8faac4\" tg-width=\"1080\" tg-height=\"606\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/4b083d6794bde67e5ec84107b8671351\" tg-width=\"1080\" tg-height=\"605\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/24976b6948a0c594a775c71683826246\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/56a383f3eeeae987bc6af03b1cdd5d27\" tg-width=\"1080\" tg-height=\"607\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/4801e7d5065f516db4a44014e82059a9\" tg-width=\"1080\" tg-height=\"606\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/8bdaa62cfb84fe80391bfc7597c9d10e\" tg-width=\"1080\" tg-height=\"603\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/dced526fc1ba71b3cf74f66dfdf21fa5\" tg-width=\"1080\" tg-height=\"609\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/49c1d8c9343430165de20f00607f17b6\" tg-width=\"1080\" tg-height=\"605\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/41b3dc313ab128e01bd35d35b7b936c8\" tg-width=\"1080\" tg-height=\"604\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/c0a0928322f654cc692057bd9565be5a\" tg-width=\"1080\" tg-height=\"603\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/2be10b24028fd7b925cdc9eda689f26e\" tg-width=\"1080\" tg-height=\"606\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/2f8cedf1c4534a7609fb1b511d79ac7e\" tg-width=\"1080\" tg-height=\"605\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/535c0dc9ca3b07b6c899753e195605bb\" tg-width=\"1080\" tg-height=\"605\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/4bbb392dc664cadb79a8a0165964c4c8\" tg-width=\"1080\" tg-height=\"609\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/42faf103e6a2bf5b88bbe47338f90a5f\" tg-width=\"1080\" tg-height=\"609\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/1d97fe2361335068d290ee5ecc28dddc\" tg-width=\"1080\" tg-height=\"609\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/cdcb9db0371decc3d4f6873e97f2aedf\" tg-width=\"1080\" tg-height=\"606\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/f048e709da7783ab93c1cde48764a03c\" tg-width=\"1080\" tg-height=\"606\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/e321fb4770a32d47b28a0149945ddb56\" tg-width=\"1080\" tg-height=\"610\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/ea26573278ae2d023ea6353811186045\" tg-width=\"1080\" tg-height=\"607\" referrerpolicy=\"no-referrer\"></p><p><b>Risk warning</b></p><p><b>This report is a historical analysis report, which does not constitute any judgment or suggestion on the market trend, or any recommendation or suggestion on sectors or individual stocks. Please read the \"Relevant Statement\" on the last page of the report carefully before using it</b></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3635652\">兴业策略</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/718d9d0cee89dacb8ae3664167fe24e6","relate_stocks":{"000001.SH":"上证指数"},"source_url":"https://wallstreetcn.com/articles/3635652","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175589406","content_text":"作者：兴证策略张忆东、李美岑\n投资要点\n7月14日，北上资金净流出108.06亿，是历史上第9次单日净流出破百亿；7月15日，外资净流入净流入近124亿，是历史上第28次净流入破百亿。\n从托管于不同机构的外资来看，托管于国际券商（交易盘）的外资是两日北上资金净流出/入破百亿的“主力军”。7月14日，交易盘净流出76.6亿元，占全部净流出金额7成以上，7月15日，交易盘净买入70亿元，占陆股通当日成交净额的55.7%。相对其持股市值来看，托管于国际银行（配置盘）的外资在这两日的流出/入金额并不算多。\n截止7月15日，7月外资累计净流入55.3亿元，低于前6个月的月均流入规模，甚至低于市场行情较差的3月份。结构上来看，托管于国际银行的配置型外资作为加仓A股的主要力量，7月以来却首次出现净流出。我们在7.4的《科创“小巨人”震荡正是布局时——A股策略月报》中明确指出三季度是化解存量风险的窗口期、市场风险偏好波动加剧，而外资对A股市场三季度的走势有所不确定、风险偏好剧烈变化，这或许能在一定程度上解释为何会出现外资在连续两天内出现外资净流出、净流入均破百亿元的现象。\n从行业角度来看，外资当前对A股的行业轮动方向也产生了分歧。以北上配置盘为例，7月14日，国际银行净卖出7.2亿元的电新股，而时隔一日，它又重新净流入电新行业11.4亿元，这或许意味着以“海外长钱”著称的配置型外资也在电新行业的高景气和高估值中“犹豫”。但值得一提的是，配置盘连续净流入电子、通信和计算机行业。以北上交易盘为例，交易型外资的波动相对更大，其针对大部分行业的交易方向在一天内则出现了转向，例如，7月14日，交易盘卖出近19亿元的银行股，第二天又重新买回14亿。\n外资内部的对于行业配置的分歧同样可以解释交易方向剧烈波动的原因。交易型外资加仓有色和化工等周期行业，而北上配置盘对周期板块“兴趣不大”，其中，有关电新行业的分歧最为明显，7月，北上配置盘净买入22.4亿元的电新股，而交易盘7月却已抛售37.3亿元的电新股。但是，不同类型的外资对于计算机和通信有相当明显的加仓共识。\n化工：华鲁恒升是配置型与交易型外资加仓的最大公约数。\n电新：宁德时代两天被外资净卖出14.6亿元，隆基股份则被净买入11.3亿元，或指向外资对行业内个股的偏好正从电池产业链逐步向光伏板块转移。\n汽车：配置型与交易型外资的共识在于买保隆科技，分歧在于华域汽车。\n家电：两种类型的外资均有连续减持格力电器。\n食品饮料：配置盘加仓茅台，交易盘布局二线白酒企业。\n医药：配置型外资爱迈瑞医疗，交易型外资青睐恒瑞医药。\n银行：哪怕是在7月14日外资整体净流出超百亿的当天，配置型外资依旧逆向地净买入10亿元的招商银行。\n非银金融：配置型外资共计净买入中国平安4.5亿元，交易型外资连续两个交易日净买入中国平安近9亿元，北上资金“抄底”中国平安意图明显。\n电子：配置型与交易型外资均看好韦尔股份，但北上配置增持业绩不及预期的卓胜微2.4亿元，而交易盘整体小幅净卖出0.28亿元。\n计算机：配置型与交易型外资均青睐科大讯飞。\n风险提示：本报告为历史分析报告，不构成任何对市场走势的判断或建议，不构成任何对板块或个股的推荐或建议，使用前请仔细阅读报告末页“相关声明”\n报告正文\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n风险提示\n本报告为历史分析报告，不构成任何对市场走势的判断或建议，不构成任何对板块或个股的推荐或建议，使用前请仔细阅读报告末页“相关声明”","news_type":1,"symbols_score_info":{"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":3187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"followers","isTTM":true}