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The position adjustment of the big hot money plate: a substantial increase in photovoltaic cells, a medium increase in diversified finance, and a small increase in industrial machinery, graphene, logistics and millet economy; Significantly reduce AI applications, a small number of robots, equity transfer, brain-computer interface, steel and diamonds.On the whole, when the two cities oscillated back on Wednesday, the institutional buying was obviously released and returned to the strong area, and the selling range shrank, indicating that the main institutions' willingness to bargain-hunting was strengthened; The trading activity of hot money has also been further improved, but the inflow and outflow of hot money are still basically the same. From the perspective of the upward flow of funds in the sector, the organization greatly increased the AI application during the adjustment, and also sucked down the new hot millet economy last week. Hot money has greatly reduced AI applications, which is the main killing force that caused the adjustment of AI applications yesterday. Institutions and hot money simultaneously reduced the positions of overbought robots, but the efforts to reduce positions were not great. In addition, stimulated by the positive news, semiconductors that opened higher and went lower on Wednesday showed no signs of continuing to increase their positions.Analysis of the overall trend of institutional funds: In the previous trading day, institutions bought 13 stocks with a net investment of over 10 million, and sold 8 stocks with a net investment of over 10 million. On Wednesday, the A-share market oscillated back, and the institutional seat buying was released in the middle, returning to the strong area; At the same time, institutional selling also experienced a moderate contraction, and institutional funds turned from a moderate net outflow on Tuesday to a moderate net inflow.

Event: According to the latest data, as of December 3, the financing balance of A-share market totaled 1,848.435 billion yuan, achieving five consecutive rises, hitting a new high of more than nine years! It is worth noting that from the perspective of market capitalization, the average market capitalization of stocks with financing balance exceeding 10% is 3.284 billion yuan, and the circulation is generally small, mostly small and micro-cap stocks.In the past week, the highlights of Jun Ge's "A-share material" exotic stocks:Comments: The news is good for the communication equipment sector. 5G-A is also 5.5G, which is a key stage in the transition from 5G to 6G. Therefore, compared with 5G, 5G-A has higher transmission speed and lower delay, which can greatly expand the application boundary of 5G! This year, it is also considered to be the first year of commercialization of 5G-A, and the industry penetration rate is greatly increasing! In the A-share market, the communication equipment sector is one of the important branches of technology stocks, but in recent years, it has not received too much attention from the main force, on the one hand, because the rapid development period of 5G has passed; On the other hand, it is because 6G is still far from commercialization. Therefore, according to Jun Ge's observation, in the past two years, if the main institutions have the action of adding communication equipment, the target is generally concentrated on 5 G-A. However, in the last month, the main institutions did not intervene much.

[Message change/fund change]Trading strategy: the fundamental logic of hydrogen energy is about to take shape, but in terms of trading data, big funds have not entered the market. In this case, even if there is a heavyweight positive, we can't blindly follow up. It is necessary to observe whether the main institutions or hot money have plans to increase their positions significantly under the stimulus of favorable conditions. We can only consider participating if big money starts to sweep the goods.