Long-term heavy positions of foreign capital, military industry 18 blue chips (list)

On Friday, the market continued to storm upwards, and the SSE 50 continued to lead the gains. The Shanghai Stock Exchange reported a low of 3 104, closing at 3 152, up 2.0 1%. Growth enterprise market rose 1.57%. The capacity of the two cities is 1. 1.7 trillion. The inflow of foreign capital was 654.38+05.7 billion. The ratio of stocks that rose and fell was 72: 28, 96 stocks rose by more than 10, and 2 stocks fell by more than 10. The strongest sectors are securities stocks and coal stocks, while the weakest sectors are liquor stocks and sub-new shares.

Some securities stocks continue to strengthen, arbitrage for next Monday. Coal, logic is not enough. Duty-free shops, exceeding expectations, continue to be strong in the local area. Liquor needs a period of recovery and rest, and the news of military industry is relatively dull.

65,438+08 stocks held by foreign investors all the year round: Sany Heavy Industry, AVIC Optoelectronics, Xugong Machinery, Zhongzhi Shares, North Huachuang, Inspur Information, Aerospace Information, Hengtong Optoelectronics, Hangfa Power, China Great Wall, China Satellite, AVIC Capital, AVIC Electronics, China Heavy Industry, AVIC Aircraft, Avic Shen Fei, China Satcom and China Power.

On June 1 day, we let everyone suck the Submerged Star Micro Precision (300464), and so far six boards have been connected. The monthly increase and decrease of 9 1.38% is enough to prove Lao Zhang's strength.

Today, I made a serious summary and carefully screened the stocks. Judging from the current market, most of the hot money and institutions are also unwilling to fight, the turnover is shrinking, and the concept stocks continue to weaken. Except for photoresist and semiconductors, which were deeply involved by institutions, other concept stocks continued to pull back. After a large adjustment in the early stage, signs of rebound have already appeared. Lao Zhang has newly excavated a chip concept, which belongs to the field of equipment and materials invested by large funds for the second time. It is about to break through the top of the box and usher in the main surge.