Leveraged funds have recently increased their holdings of 46 xinchuang concept stocks, with net purchases exceeding 100 million yuan each.
According to statistics, there are over 100 ICT-related stocks in the A-share market. In terms of institutional attention, stocks like Kingsoft Office, GigaDevice, and Haiguang Information Technology have each received ratings from over 30 institutions, while stocks like Foxconn Industrial Internet, iFlytek, and Hikvision have each received ratings from over 20 institutions. In terms of capital flows, leveraged funds have recently significantly increased their holdings in ICT-related stocks. According to Databao statistics, as of August 25th, ICT-related stocks have received a total net financing purchase of over 27.3 billion yuan since August, with 46 of these stocks receiving net financing purchases exceeding 100 million yuan each. The stocks with the highest net financing purchases include Haiguang Information Technology, SMIC, Foxconn Industrial Internet, ZTE, and North China Huachuang. Among these 46 concept stocks, as of the close of August 26th, the stocks whose cumulative monthly gains underperformed the Shanghai Composite Index during the same period include Dongshan Precision, Kingsoft Office, China Micro Semiconductor, Glodon, and iFlytek.