Half-day main funds increased positions in electronics stocks, sold off non-bank financial stocks
Major capital inflows were directed towards the electronics sector in the morning trading session, with specific stocks like Cambricon, Huatian Technology, and SMIC seeing significant investment. Conversely, the power equipment and basic chemicals sectors experienced outflows. In broader market movements, major stock indices saw gains, with semiconductors and coal sectors leading the charge, while lithium battery electrolytes and oil & gas sectors declined. AI
IMPACT Capital flows into AI-related companies like Cambricon and SMIC may indicate investor confidence in the semiconductor sector.