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.Empty 16 lots, 375 lots and 1631 lots for IH, IF and IM respectively, and only empty 275 lots for IC;
Finally, overnight, US stocks fell across the board, with only three primary industries rising, including daily consumption and optional consumption.Kechuang ETFKechuang ETF
The rising rate of individual stocks and the sharp contraction of the whole day have formed some deviation.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;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.