小龙先生
小龙先生|Nov 13, 2026 14:57
Yesterday it was all hype, today one stock alone saw a 3 billion yuan sell-off, utterly bewildering! On November 13th, A-share main funds saw a net outflow of 52 billion yuan throughout the day. The telecommunications industry alone saw 9 billion yuan flee, the highest in the entire market. Zhongji Xuchuang saw a net outflow of 2.942 billion yuan in a single day, down 8.39%. Xin Yisheng saw an outflow of 2.1 billion yuan, down 8.76%. Tianfu Communication saw an outflow of 1.7 billion yuan, down 10.94%. The three stocks, "Yi Zhongtian," absorbed 70% of the funds in the telecommunications sector yesterday, and today became the hardest hit by capital flight. Where did the money go? Banks saw a net inflow of 856 million yuan, and food and beverage saw a net inflow of 618 million yuan. From computing power hardware, it has retreated into defensive sectors. The ChiNext index opened higher but closed lower, down 3.32%, with over 4,700 stocks declining. This isn't a correction in the A-share market; it's a mass retreat by those exiting at the 3700-point mark. Those who chased the solar power module yesterday are selling at a loss today. Those who touted "domestic substitution" yesterday are selling their shares today. Funds have no faith, only direction. I sincerely advise against rushing to buy the dip in A-shares. If you still hold computing power hardware, ask yourself: Are you buying orders or a story?
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