decentralization currency Top Block

According to the statistics of the First Financial Reporter, the 100 stocks with the smallest closing market value on September 23 have almost doubled up to now. In the same period, the average increase of 66 stocks in the market value component was 19.2%, and the average increase of the fund's heavy stocks was 27.5%, which was far worse than that of small-cap stocks.[Robots are hot this year! 】In this context, blue-chip stocks maintained their performance resilience. In the third quarter, the single-quarter growth rate of large-cap net profit represented by Shanghai and Shenzhen 300 increased significantly, with an increase of 8.75%. The performance of small and medium-sized stocks represented by CSI 500 and CSI 1000 dropped significantly, with growth rates of -14.7% and -9.4% in the third quarter respectively. In terms of industrial chain style, finance has been greatly restored, consumption has remained resilient, growth has continued to be under pressure, and the cycle growth rate has turned negative.

When will the market style switch?Looking further, humanoid robots and AI concept leading stocks, which are the hottest in the market recently, are almost taken over by small-cap stocks. The data shows that since September 23, the humanoid robot sector has risen by the top 30 stocks, with an average increase of about 114%. Before the market started, the average market value of 30 stocks was less than 4.1 billion yuan. In terms of individual stocks, Eft's total market value was less than 4 billion on September 23, and it has risen 3.5 times since then, and it is currently about 17.6 billion yuan. The total market value of Juneng shares rose from 770 million yuan to 2.6 billion yuan; Tuosida rose from about 4 billion market value to 16.4 billion yuan.Micro-disk stocks hit a new high. When will the market style return to the fundamentals after the significant differentiation of large and small disks?

For the reason of the market style deduction, Zhao Xi, the investment director of Tuopai Fund, told the First Financial Reporter that since the macroeconomic data has not improved significantly, it is difficult for the macro economy to support the core assets, and most investors' sense of the whole economy is not high enough. Although the weighted blue chips and fund heavyweight stocks have valuation advantages, they lack rising logic. In this context, hot money and new retail investors have repeatedly speculated on the emerging science and technology around the policy.Compared with small-cap stocks, Ning combination and Mao index seem to be "abandoned" by the market. Contemporary Amperex Technology Co., Limited (300750.SZ) went out of the independent market, rising by 68.21% during the year, while Enjie (002812.SZ) fell by over 30%. The Mao index rose by 10.85% during the year, the share price of Oriental Fortune (300059.SZ) doubled, and Zhifei Bio (300122.SZ) fell by nearly 50%.According to the statistics of the First Financial Reporter, the 100 stocks with the smallest closing market value on September 23 have almost doubled up to now. In the same period, the average increase of 66 stocks in the market value component was 19.2%, and the average increase of the fund's heavy stocks was 27.5%, which was far worse than that of small-cap stocks.