In the past three weeks, the signs of capital inflow dividend and high dividend are very obvious, and the recent trend of these varieties is really good.First of all, the policy of promoting consumption is expected to continue to strengthen. The important meeting just held said that it is necessary to vigorously boost consumption, improve investment efficiency and expand domestic demand in all directions;Judging from the data of the resumption of trading, the institutions continue to add a lot of space.
With the yield of 10-year treasury bonds falling below 2%, some large funds may turn to equity varieties, and dividends are usually their first choice.Recently, the capital flow dividend is more obvious, and it is also defensive.Agriculture, forestry, animal husbandry and fishery, food and beverage, textile and clothing, beauty care, business and retail, the five major consumer categories entered the top ten of the list together.
Secondly, the leading stocks performed strongly. Yiming food harvested 12 boards, which had a boosting effect.Recently, the capital flow dividend is more obvious, and it is also defensive.Yesterday, A-shares opened higher and fell back, and institutions significantly increased their short positions by 12,247 (7,219), which is not a good signal. However, yesterday, the A-share volume was nearly 600 billion, and the total net subscription of ETFs in Shanghai and Shenzhen was 28.4 billion. All kinds of forces are mixed together and full of uncertainty.
Strategy guide
12-13
Strategy guide
Strategy guide 12-13
Strategy guide 12-13