1.219 trillion huge flow: large funds to grab "601" focus on non-ferrous Steel

Funds are mainly concentrated in non-ferrous metals, bank insurance, real estate and coal and oil, such as weight plate, the wheel dynamic effect is obvious, the main major blue-chip financial weekly reporter Zhang Weixiang/wen long holiday market performance than people think better. According to the statistics of the Guangzhou Bandung Data, from June 1 to June 5 within 5 trading days, the two cities recorded a net inflow of funds in 3 transactions.　　The total amount of new money retained in the market in a week amounted to 23.7 billion yuan. The financial context of the market, this week basically revolves around three clues, first, the funds are mainly concentrated in non-ferrous metals, bank insurance, real estate and coal and other weight plate, the volume of these plates in this week almost all can be ranked in the top five of the volume of the two cities. Second, the plate's wheel dynamic effect is obvious, such as non-ferrous metals in Monday, Wednesday and Thursday capital inflow, Tuesday and Wednesday real estate sector capital inflow, Thursday is steel stock plate capital inflow.　　Third, the main object of the funds are basically the major weight of the big chips in the large blue-chip, such as the real estate plate in Vanke A, coal oil plate in China's oil, China Shenhua, the bank insurance plate in China Ping An, merchants Bank, non-ferrous metal plate gold, China aluminum industry. The above large blue-chip in the previous quite a long time, almost all in the maintenance interval consolidation situation. If the indices are directly contrasted, many of the current bands of Big blue-chip fluctuations are actually not quite the same as the Shanghai Composite Index at 2000 to 2,300 points.　　Therefore, some analysts believe that the weight of the big blue chip there is a big rise in space. Is that the case? If it is purely from an analysis of capital flows, it seems that this conclusion can be drawn.　　According to the wealth of data, June 1 to June 5 a total of 2.53 billion yuan net inflow, non-ferrous metals have a net inflow of 1.76 billion yuan, real estate has a net inflow of 140 million yuan, steel 1.23 billion yuan net inflow, insurance has 410 million yuan net inflow. Among them, China's ping An net inflow of 220 million yuan this week, China's total net inflow of oil into 55.12 million yuan, China Shenhua total net inflow of 44.57 million yuan, Merchants Bank total net inflow of 620 million yuan, the Chinese aluminum industry total net inflow 130 million yuan.　　These weight stocks basically have new funds to retain. However, from a certain point of view, this is just a reflection of the plate wheel movement. At present, bank insurance, coal oil and steel are still favored by funds, and non-ferrous metals in gold stocks, there are signs of outflow. Gold, for example, has a net outflow of 2.6 billion yuan this week.　　Zijin mining, from June 1 to June 3 has a net inflow of 810 million yuan, and June 4 to June 5 has a net outflow of 150 million yuan. The same situation also appears in other plates, on the one hand, the non-ferrous plate after the movement of capital outflow, on the one hand, the steel plate after the movement of capital inflow significantly accelerated. Wine Steel hongxing is the steel plate in a week, the largest net inflow of funds, the unit from June 1 to June 3 inflow of 21 million yuan, and June 4 to June 5 accelerated net inflow of 68 million yuan. Baosteel shares a net inflow of 130 million yuan a week, June 4 concentrated 6900 Yuan net inflow amount. and from the overall flow of capital, the market seems to have a certain risk.　　June 4 Afternoon, Guangzhou Bandung issued a warning, morning has a huge amount of capital outflow, beware of head appearance, however, the afternoon due to non-ferrous metals, steel and other weight plate pull, the index is still rising. Overall, the city is in a very delicate and sensitive period.