Today, the computer industry has won the main force to rush to raise money.
Today, the main capital has a net outflow of 5.389 billion yuan, of which the GEM has a net outflow of 319 million yuan, and the Shanghai and Shenzhen 300 constituent stocks have a net outflow of 761 million yuan.
Among Shenwan's first-level occupations, 19 occupations rose today, and the media industry rose by nearly 5% for two consecutive days, ranking first; after that, the communication and computer industries both rose by more than 3%. Twelve occupations fell, with the food and beverage industry down 2.4%. For two consecutive days, the decline was the highest; beauty care, electrical equipment, agriculture, forestry, animal husbandry and fishery all fell by more than 1%.
The flow of funds is upward, and 9 industries have achieved net inflows. The computer industry took the lead in obtaining the main funds, with a net inflow of 3.51 billion yuan; followed by the electronics, communications, and media industries, with a net inflow of main funds exceeding 2 billion yuan.
Among the 22 industries with net outflows of main funds, 5 industries suffered net outflows of main funds exceeding 1 billion yuan. The net outflow of the power equipment industry ranked first, with a net outflow of 5.292 billion yuan throughout the day; after that, the net outflow of the food and beverage, pharmaceutical and biological, automobile, and basic chemical industries exceeded 1.1 billion yuan.
Major capital flees liquor stocks
From the perspective of individual stocks, a total of 57 stocks have a net inflow of more than 100 million yuan in capital today, of which 13 stocks have a net inflow of more than 300 million yuan. On the whole, some computing power concept stocks are favored by funds.
Server leader Inspur Information ranked first in the net inflow of main funds for 2 consecutive days, with a net inflow of 882 million yuan today. On April 12, the concept of computing power ushered in a big upsurge. Inspur’s intraday daily limit, China Telecom, ZTE and Tsinghua Unigroup rose more than 5%.
On April 11, the relevant departments of our country released the "Management Measures for Generative Artificial Intelligence Services (Draft for Comment)". The introduction of this policy undoubtedly gave the development of the AI industry a reassurance, but at the same time it also meant that the entry threshold for related industries was greatly raised.
Under the continuous fermentation of ChatGPT hotspots, the demand for high computing power has been rapidly increased. From the perspective of demand, my country's intelligent computing power planning will reach 268 exabytes per second (EFLOPS) in 2022, surpassing the general computing power planning; it is estimated that in the next five years, the compound annual growth rate of my country's intelligent computing planning will reach 52.3%.
Among them, Inspur Information is the world's leading provider of IT infrastructure products, solutions, and services. Its business covers three key areas of computing, storage, and network, and it provides all-round digitalization including cloud computing, big data, artificial intelligence, and edge computing. solution.
In addition, China Unicom, Goertek, ZTE, Luxshare Precision, etc. are the top inflows, with net inflows exceeding 500 million yuan.
In terms of stock price performance, stocks with a daily limit include Perfect International, Beacon Communications, and Visual China.
8 stocks suffered a net outflow of more than 300 million yuan from the main force. Liquor stocks were sold by the main funds. Wuliangye and Kweichow Moutai’s net sales exceeded 600 million yuan. Shede Liquor, Yanghe, Luzhou Laojiao, Jiugui Liquor, Laobaigan Wine, and Chongqing Beer were all reduced by main funds. .
Wuliangye’s net outflow of main funds today was 693 million yuan, ranking first, and it has net outflows for 9 consecutive days, with a cumulative net outflow of 2.809 billion yuan. Kweichow Moutai's stock price fell below the 1,700 yuan mark today, and the net outflow of main funds was 669 million yuan.
According to the news, the 2023 National Sugar and Wine Commodity Fair will be held in Chengdu from April 12th to 14th. Some organizations in the meeting announced a pessimistic view on the future of the liquor industry: the liquor industry as a whole will enter the "involution era" of negative growth in sales, low or zero growth in income, and low growth in profits for a long time, and it is likely to have just begun. This is mainly because the occupational supply side continues to expand, while consumer demand cannot keep up with the expansion speed.
Sugar and wine will be lower than market expectations, market perceptions have begun to return to real fundamentals, and liquor has entered a period of reorganization. After the new year, the wine industry has entered an off-season, and consumption has gradually returned to a normal pace. After two months of adjustments, the optimistic expectations of dealers have dropped significantly. The platform has been severely damaged during the epidemic for more than two years, and the inventory pressure is still high, and it will take time to restore the fundamentals. At that time, the market's understanding of the first quarter gradually became clear, and the sector still needed to undergo the baptism of annual reports and quarterly reports.
After that, the stocks with the highest net outflows were BYD, Longi Green Energy, Chinese Online, Ningde Times, etc., with net outflows exceeding 300 million yuan.
The most popular stocks in the early stage regained the main force in late trading
The net inflow of main funds in late trading was 849 million yuan, of which the net inflow of ChiNext was 723 million yuan in late trading, and the net inflow of Shanghai and Shenzhen 300 constituent stocks was 112 million yuan.
From the perspective of individual stocks, there are 20 stocks with a net inflow of more than 30 million yuan in late trading. 360, China Unicom, Tom Cat, and Kunlun Wanwei won the main force to raise more than 100 million yuan in the late trading.
360, which has experienced a decline for 4 consecutive days, returned to the upward trend today, closing up 6.69%, with a turnover of over 10 billion yuan. According to Zheshang Securities Research Report, the company is a leading Internet and security service provider in China. It develops business around the "Internet + Security" two-wheel drive business model, forming three major sectors: security business, Internet business, and intelligent hardware business. Terminals, C-ends and Internet of Things terminals provide a full range of services. Under the empowerment of AI technology, the company is expected to further reduce costs and increase efficiency, and iterate the existing business ecology.
Kweichow Moutai and Inspur Information were fleeing by the main force in the late trading, each exceeding 100 million yuan; after that, Wuliangye, Zhongke Sugon, Longi Green Energy and BYD were the main force fleeing in the late trading, each exceeding 50 million yuan.