Chapter 626: Retail Investors Being Harvested Back and Forth!
"Hey, in the past few days, I have been reaped by the main force." Someone sighed, "I took the losses, cut off the gains, chased the losses, and felt that no matter what I did, it was all wrong."
"Yes, I got killed when I chased the market's popular main lines such as 'infrastructure' and 'military industry', and I got killed when I bought low-end main line concepts."
"The main reason is that the rotation of market sectors has obviously accelerated."
"Not only is it accelerating, it is almost unsustainable. Although on the market today, it seems that the low-level main lines such as 'tech growth', 'big consumption', and 'big finance' have strengthened, and there are signs of big funds taking over, but Believe it or not, the popular stocks in these major main areas will still have no premium tomorrow.”
"I agree, I feel that at this time, the market is killing short-term funds!"
"The main force's washout and shock will definitely kill short-term funds. If you ask me...at this time, you can either hold the position and wait for the main force to shock, or you can take a short position and wait for the market consolidation to end before intervening."
"It makes sense. With this kind of back-and-forth and extremely intense market trends, it's better to stay down than move around."
"Today, the popular main lines of the market, 'infrastructure' and 'military industry,' have seen further increases in volume. I feel that the main funds holding positions have invested a lot. I wonder if there is a risk of continued adjustment?"
"For the popular main lines of the market, 'infrastructure' and 'military industry,' there are a lot of funds that want to be raised at low prices. I feel that there is no need to worry too much at the moment."
"Indeed, if the conceptual core stocks of the main lines of 'infrastructure' and 'military industry' can make another wave in the early trading tomorrow, I will definitely increase my position and intervene. I believe... investors on and off the market who have similar ideas to me will definitely Many of these core and main concept stocks are scarce chips in the long run, so you can hold them with confidence and don’t have to worry at all.”
"Haha, I also feel that the adjustments to these core main lines will definitely not be deep."
"It's not a bad thing that the volume can be further enlarged. The key lies in the takeover effect of the market. Although the core main lines of the market, 'infrastructure' and 'military industry', fell today, to be honest... the takeover effect of the market is obviously not weak. Yes, big funds are obviously still taking care of and undertaking this field.”
“At the same time, it can be seen that there are still huge internal differences in funds on the main lines of ‘technological growth’, ‘big consumption’ and ‘big finance’.”
"Haha, I agree. At least for now, low-level main areas such as 'technological growth', 'big consumption' and 'big finance' have not yet gathered enough money-making effects and corresponding funds to follow the trend. Compared with 'infrastructure' , 'Military Industry', the core main lines of the market, and these low-level main lines are obviously not sustainable. "
"Looking at the changes in turnover in the two cities, it is obvious that OTC funds are continuing to enter the market to increase their positions."
"As long as there are incremental over-the-counter funds involved, there is no need to worry that the market will end here."
"Where there is volume, there will be market. As long as the balance of financing and financing is still increasing and the market turnover remains at a high level, the market's acceptance effect will not be weak at all."
"Today's market trend is a benign correction and a technical correction."
"I think we can continue to increase our positions on dips."
"Looking at the monthly trend, the entire market, as well as core market lines such as 'infrastructure' and 'military industry', have just begun to trend, right?"
"Judging from the monthly line, the market has just reached the bottom of the mountain and has not yet started to climb up."
"I also feel that the market is still at the bottom of the mountain."
"Anyway, we can't be pessimistic at this time."
"Whether it is a weekly or monthly line, the main market lines of 'infrastructure' and 'military industry' are already ahead of market changes, and there is a high probability that they will obviously rise in the future. Knowing this big Direction... Just understand the strategy of increasing positions on dips, and the winning rate is very high. "
"In any case, at present, there is no other core main line in the market that can replace the core main lines of the 'infrastructure' and 'military industry'."
"Let's see, the funds that went out today will definitely continue to return to the core main lines of the market, 'infrastructure' and 'military industry' in the future."
“I don’t believe that the lines of ‘technological growth’, ‘big consumption’ and ‘big finance’ can be achieved.”
"The funds on these main lines cannot form a consistent synergy, how can it be possible? It's just... an oversold rebound."
"Anyway, I won't follow these so-called low-level main lines."
"I will firmly hold positions in the two main stocks of 'Infrastructure' and 'Military Industry'. Again, if I don't see Mr. Su's seat on 'Wealth Road' and sell on a large scale on the Dragon and Tiger List, I will not lighten my position and withdraw." Yes, and as long as there are lows, there is no doubt that... I will continue to increase my position.”
"At this stage, I will not reduce my position. I don't believe that during this period, so many strategic funds in the direction of 'big infrastructure' have been newly issued on the market. So many funds will not take advantage of this opportunity to increase their positions in 'infrastructure', 'Military industry' stocks?"
"It's normal for some people to sell and others to buy."
"The major market lines of 'infrastructure' and 'military industry' have been rising for a long time. In fact, it is understandable to adjust."
"Well, I also think sideways adjustments are understandable."
"Whether it is adjusted or not, it is impossible for me to hand over chips at this time anyway. The main force can shake the position at will. If you can shake me out, you are considered the main force."
"Hey, you can use part of the funds to do T. I feel that it is still easy to do T recently."
"Although the core themes of the major markets, such as 'infrastructure' and 'military industry', have shown signs of sideways adjustment, and the overall turnover rate is increasing, the effect of low-level acceptance is strong, and it is not certain when this sideways adjustment will end. It is completely not worth it to T the chips."
"That makes sense. Then it is better to hold the position and pretend to be dead."
"I don't know what the situation is on the Dragon and Tiger List today?"
"I guess there is not much change? What is certain is that... Mr. Su's 'Wealth Road' will definitely not appear!"
"Most of Mr. Su's 'Wealth Road' is still locked. I mainly want to see the movements of the institutional group. I feel that the chips sold by the institutional group today should be quite a lot."
"I think so too..."
Amid the heated discussion among the crowd.
At around 5:30 pm, the Dragon and Tiger List of the two cities was refreshed.
Under the attention of countless investors in the entire market, a total of 46 stocks in the two cities were listed. Among them, the main lines of the industries of "infrastructure" and "military industry", as well as concept stocks with the core logic of speculation such as "Eurasian Economic Belt", "New Era Road, Maritime Silk Road", and "Reform and Restructuring of Central Enterprises and State-owned Enterprises", still accounted for more than half of the stocks on the Dragon and Tiger List.
Among them, popular stocks "Chengfei Technology, Shanghai Construction Engineering, China Airlines High-Tech, China Airlines Heavy Machinery, Hongdu Aviation, Aerospace Development..." and other popular concept stocks are all on the list.
And according to the Dragon and Tiger List data disclosed by these popular concept stocks.
The main hot money seats in the market are still active, and the enthusiasm for acceptance is still high.
And the main selling seats, with the largest and most sales, are indeed as everyone guessed, the institutional groups are generally selling at a profit.
Of course, when many institutions are selling at a profit,
At the same time, there are also many major capital institutions inside and outside the market, which are buying in large amounts, continuing to undertake and compete for chips in the core main line areas of the market such as "infrastructure" and "military industry".
"Institutional seats, there are quite a few net selling in the Dragon and Tiger List in the past few days!"
After seeing the market Dragon and Tiger List data released, Zhou Kan sighed in the main fund trading room inside Zexi Investment Company in Magic City: "Boss, does this mean that the ideas and expectations of the big capital groups on the hot core main lines of the market such as "infrastructure" and "military industry" are becoming more and more common?"
Xu Xiang carefully browsed the market's Dragon and Tiger List data, pondered for a moment, and responded: "It's almost like this. Many institutional groups should be able to see that the short-term and medium-term profit-taking plates in the hot market main lines of "infrastructure" and "military industry" are too heavy. At the same time, there is an obvious pattern of large-volume stagflation on the technical side. The continuous breakthrough trend will take a break for a while, so... From the Dragon and Tiger List data, the profit-taking funds are Significantly increased.
And the funds for profit-taking have increased significantly...
It will further suppress the upward trend of the market's popular main lines such as "infrastructure" and "military industry".
However, there are many institutions selling, and there are also many institutions buying.
Recently, there are many newly issued fund products in the market.
These newly issued fund products currently generally have insufficient positions, and there is a strong willingness to enter the market to increase positions.
However, from the current market situation, if these new funds entering the market want to increase their positions, the main line direction they can choose seems to be "infrastructure" and "military industry" which have already gone out of the trend and have a strong continuous money-making effect. There is no other choice.
After all, at the current stage, whether it is the two low-level main line sectors of "technological growth" and "big consumption", or the main line of "big finance", None of them can obviously gather investment sentiment and continuous money-making effects, and institutional groups usually follow market trends in investment choices and investment strategy formulation.
So, on the whole...
The two major industry themes of the market, "infrastructure" and "military industry", as well as a series of concept sectors that are currently hyped around several major market concept themes such as "Eurasian Economic Belt", "New Era Road, Maritime Silk Road", and "Central Enterprises and State-owned Enterprises Reform and Restructuring", have a market situation in which there is pressure from above and support from below, heavy profit-taking from above, and strong support from incremental funds from below.
And in this situation.
The adjustment amplitude of the major market hot themes of "infrastructure" and "military industry" will not be too drastic.
The adjustment depth will not be too deep.
I estimate that for a period of time, these hot themes Line, most of them are maintaining the trend of volume expansion and stagflation, and the situation of sideways fluctuations to digest profit-taking is mostly.
Of course, if it is other low-level main lines in the market.
For example, in the low-level main line areas of "technological growth", "big consumption", and "big finance", a certain main line is stimulated by the heavy positive macro news, forming a relatively strong and consistent long expectation, playing a continuous money-making effect, and making the market form a substantial trend of "high-low switching" in the core main line market.
Then, the popular main lines of "infrastructure" and "military industry" at relatively high levels in the market.
I am afraid that if the situation is not opened up for a long time and the money-making effect is gradually sluggish, many main funds deposited in it will further flee, causing these main lines to continue to lose blood, and then there is a high probability that the market trend of the main line of "technological growth" in the past few months will be repeated.
However, if the index can steadily break through 3,000 points, it will form a comprehensive breakthrough.
And the market's "bull market expectations" are getting stronger and stronger.
In other words, the bull market has been confirmed and has been unanimously recognized by the vast number of investors inside and outside the market.
The market's investment sentiment and investment confidence have further increased, and at the same time, the market volume and margin balance can also go to a higher level, reaching 600 billion or 700 billion or more.
Then, the main line rotation effect of the market may gradually disappear.
The comprehensive general rise will come quickly with the support of volume.
At that time, it is not impossible for multiple core main lines such as "infrastructure", "military industry", "big consumption", "technological growth", and "big finance" to soar together.
However, this is the most optimistic expectation.
At present, there is no such trace in the market trend.
Therefore, we can speculate and analyze according to the most optimistic expectations in terms of expectations, but in the implementation of specific trading strategies and investment strategies, we still have to respect the actual market trends of the market and follow the changes in the market's form and trend to make the final decision. "
"Hmm!" Zhou Kan nodded after hearing Xu Xiang's analysis, and smiled, "No matter how the market goes next, we should not make any big mistakes if we execute the trading strategy we formulated before."
As long as the major market hot lines such as "infrastructure" and "military industry" are determined to be adjusted, and the traces of adjustment are getting heavier.
Then, the gradual reduction strategy they formulated is right.
In terms of the position adjustment strategy, although the current "big finance" direction, like the "technological growth" and "big consumption" directions, has not formed a consistent expectation of the main funds, nor has there been a consistent force of the main funds in the market, and the heavy positive resonance of the news.
However, this cannot be said that the direction of their position adjustment is wrong.
At least for now, the market is in a sideways adjustment of the major hot lines of "infrastructure" and "military industry".
It is a fact that the "big finance" line continues to absorb the inflow of main funds.
The subsequent market situation will change further, and the main line of the market will converge like the "big finance" line when it is "high and low switching", and the probability of concentrated breakthroughs , and they all still exist.
Since the market trends and changes in patterns have not deviated from their investment strategies and trading strategies.
Then they can only continue to execute and wait for further changes in market trends and patterns.
While the two discussed the market dragon and tiger list data and further examined the previous investment strategies and trading strategies.
Inside and outside the market, other institutional groups and major hot money groups are constantly resting their investment strategies and trading strategies while reviewing market data.
In this emotional evolution.
In the evening, the peripheral market continued to rise, which further stimulated the domestic market's bullish sentiment.
Subsequently, under the continuous stimulation of the peripheral market and the more or less general good news on the news side, the two markets once again opened higher in the call auction stage the next day. (End of this chapter)