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大基金减持，科技抱团面临拐点?_我的网站

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一 | 本篇评级为★★★，主要围绕以下内容展开： 1、大基金减持，科技抱团面临拐点? 2、市场变奏，接力棒给到谁？如有疑问请以音频内容为准，添加妙投小虎哥微信miaotou515，入群有机会与董小姐进一步交流。新闻解读评级说明：五星重磅，四星重要，三星级以下大家选择听。

Photo: VCG
Beijing activated a Level II flood-control emergency response, the second-highest level, on Tuesday as authorities warned of heavy rain and heightened risks of urban waterlogging and landslides.
Most parts of the city are expected to receive more than 100 millimeters of rain within six hours and over 150 millimeters within 24 hours from Tuesday evening through Thursday, according to the Beijing meteorological service.
Beijing issued an orange alert for rainstorms at 10 a.m. Monday, while several districts, including Fangshan, Daxing and Tongzhou, issued the highest-level red alerts.
Authorities said residents in high-risk areas would be evacuated by Tuesday evening. Construction work will be suspended, and mountain campsites and scenic areas will be closed.
Starting Wednesday, employers are encouraged to adopt flexible working hours or staggered schedules. Schools may suspend classes and in-person training depending on conditions, while organized outdoor sports activities will be halted.
Beijing's drainage authorities have put 252 flood-control teams on standby. Preparations, including the installation of flood barriers, have also been stepped up at 368 subway stations, 33 hospital campuses and 17 elderly care facilities.
In Fangshan, where exceptionally heavy rain is forecast, authorities have begun evacuating residents from high-risk areas ahead of the downpours and deployed emergency rescue teams and supplies, with more than 150,000 items of emergency equipment and materials on standby.
Dolphin, the 13th typhoon of the year, made two landfalls in Zhejiang Province on Sunday. The National Meteorological Center on Tuesday maintained an orange alert for rainstorms, forecasting heavy rain across a broad swath of the country through Wednesday afternoon, including Zhejiang, Shanghai, Shandong, Beijing and Tianjin.
As of 7 a.m. Monday, about 167,900 people had been moved from vulnerable areas on land and at sea in Fujian Province. By late Sunday, Shanghai had evacuated around 215,600 people from areas considered at risk.
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二 | 1、大基金减持，科技抱团面临拐点? 这个周末市场上浮现了更多的消息，仿佛指向市场开始出现变盘，到底怎么看？首先科技赛道之前涨得顺风顺水，接下来还能不能持续？如果它不持续，谁来拿下一个接力棒？我们一起来梳理一下。

三 | 先看一下上周五科技赛道的下跌幅度，半导体和人工智能赛道当天跌了将近6%。直接的触发因素是国家大基金宣布减持三家半导体龙头公司的股份，减持的比例并不是很高，但在市场上容易造成一种恐慌，原因就是前期的涨幅确实过大了。再加上一周之前别的一些“聪明资金”也开始宣布集体减持，包括7家半导体公司的股东和高管几乎在同一天宣布减持。另外，还有两家龙头存储芯片公司正在排队上市，如果进度快的话，在6月底7月初就会来到市场上。僧多粥少，资金被虹吸走的话会造成向下的压力。