Chapter 671 The Dragon and Tiger Lists of the Two Cities Exceeded Expectations!
Of course, in this kind of collective bullish sentiment of the institutional group.
Many capital groups that have not entered the market but are seeking to enter the market are also thinking about whether there is a lower entry position when they see the market gradually weakening during the day.
Many main institutional funds that intend to increase their positions but are still slightly hesitant have the same idea.
In short, at this stage.
The expectation of the "bull market" is still increasing, and the capital groups that enter the market to undertake are still continuous. Similarly, there are still many capital groups that are hesitant and waiting for the opportunity to undertake at a low level, and those who still think that the market may rebound, not a bull market reversal.
But overall, the capital strength of the bulls and the emotional response of the bulls.
In the entire market situation, it still clearly has the upper hand.
At noon, in addition to the existing market emotional response, there was no clear positive news on the news side. The regulatory authorities seemed to temporarily wait and see, and the entire news side was a vacuum.
And under the pure emotional response.
In the afternoon, after the market reopened.
Many profitable funds that were able to maintain calm positions in the morning, as well as many previously locked-in chips that had been untied, found that there was no new market news to stimulate the market, and the two markets had already shown obvious differentiation, and it was very likely to quickly pull back and continue to step back below 3,000 points. The strength of the selling became significantly heavier.
And many potential long-term fund groups that originally intended to actively grab chips and actively take over.
Seeing that the market may have adjustments, thinking that it might be more appropriate to take over at a low level, so their enthusiasm for actively taking over the market has also been significantly reduced.
This short-selling force and the long-term takeover force have increased and decreased.
Directly caused the market to fluctuate and fall all the way after the afternoon opening.
During the entire afternoon trading period, except for the securities sector and the Internet financial sector, which still maintained a certain degree of strength in the market, the other major main lines were all in a weak trend of fluctuating and falling.
Among them, especially the previous main line areas such as "infrastructure" and "military industry".
After losing the recognition and active acceptance of the main funds, the selling power within its main line area has become particularly heavy.
At around 2 o'clock in the afternoon, there was a relatively concentrated panic selling trend.
Finally, when 3 o'clock in the afternoon came, the two markets welcomed the closing.
After a day of violent fluctuations, the Shanghai Composite Index barely closed near the flat position, closing with a false negative line; while the Shenzhen Composite Index, the ChiNext Index, and the Small and Medium-sized Index all closed down across the board, among which the Small and Medium-sized Index closed with a drop of 1.14%.
The A50 Index received strong support from the main line of "big finance".
Finally, it still closed with a 1.01% increase.
In the violent fluctuations, the two markets had a total transaction volume of 598.349 billion. Compared with yesterday, there was a clear sign of shrinking volume, but overall, the volume performance was still in an extremely active state. The trading of individual stocks in the two markets, whether long or short, was relatively active, and the liquidity was very sufficient.
In addition to the index performance, the core main line areas of the two cities.
The main line of "big finance" is still the best, especially the securities sector and the Internet finance sector, which still lead the industry sectors and concept sectors of the two cities. The closing increase of both sector indexes is more than 2%. Among them, the core component stocks, "Western Securities" closed up 7.11%, "Tonghuashun" closed up 8.93%, just one step away from the daily limit, "Huaxin Securities" rose by more than 4%, and the intraday turnover reached 7.798 billion; "Hang Seng Electronics" rose by 5.57%, and the intraday turnover rate reached about 17.7%...
As for the two core weighted sectors of insurance and banking.
Although the increase and performance are not as good as the securities sector and the Internet finance sector.
However, judging from the closing results, the indexes of the two major sectors still outperformed the index by a large margin, among which the banking sector index closed up 0.78%, and the insurance sector index closed up 0.83%. Among the core constituent stocks, Huashang Bank rose by more than 1%, Ping An Insurance rose by more than 1.5%, and Huaxin Insurance rose by more than 3%...
The main line of 'Technology Growth'.
Such as 'Film and Television Media', 'Internet Software', 'Internet Application', 'Smartphone Industry Chain' and other concept-themed fields.
Only the 'Film and Television Media' sector index finally closed in the red, up 0.77%.
The rest of the concept-themed branches all fell to varying degrees.
Among them, in the 'Film and Television Media' sector, a number of popular constituent stocks such as 'LeTV, Huayi Brothers, Light Media, Ciwen Media...' have all shown a clear trend of rising and falling today, and the net outflow of main funds on their market is very obvious.
The previous popular main line fields such as 'Infrastructure' and 'Military Industry'.
As well as a number of concept sectors with investment logic fluctuations based on concept themes such as "Eurasian Economic Belt", "New Era Road, Maritime Silk Road", and "Reform and Restructuring of Central Enterprises and State-owned Enterprises".
Today, there is another general decline.
And in these fields, the "military industry" and "nuclear power" sectors have become the main force of the sell-off.
The core concept stock in its field, 'Blue Stone Heavy Equipment', closed at the daily limit yesterday, and closed at the lower limit today, and its charm has not diminished. 'Fushun Special Steel' fell 5.76%, and the intraday turnover, compared with yesterday There was a huge explosion in volume, 'Shanghai Construction Engineering, Beijiang Communications Construction, Hongdu Aviation, Aviation Power, Aerospace Technology, Aerospace Development, Beixin Road and Bridge, Yaxing Anchor Chain, Dachain Heavy Industry...' All the stocks were It closed with a sharp drop, with the declines exceeding 3%, significantly underperforming the market index.
As for other peripheral main-line fields such as 'big consumption', 'non-ferrous cycle', 'pharmaceutical business', 'animal husbandry', 'agriculture'... etc.
In the early stage, there was no independent trend that the main funds paid special attention to.
At this moment, in the overall turbulent and declining trend of the market, there is no obvious large-scale active selling trend.
In these main areas, whether it is related industry sectors, concept sector indexes, or related core stock market trends, they basically follow the fluctuations of the market index, and still do not show any independent trends, and there is no main capital. Traces of concentrated undertaking or concentrated selling.
Overall, today's market trend is not good, but it is not bad either.
The main money-making effect is still concentrated in the main line field of "big finance". In other main line fields, the money-making effect has obviously declined.
But despite the overall market conditions and the overall money-making effect, the tide has receded.
However, the strength of the bulls' takeover is still not weak, and even based on the highest point in the session, many core stocks did not fall back significantly at the close. Even the group of takeover funds that chased after the highest point in the session, within the day The quilt cover is not deep either.
According to past market trends, such a surge has followed a downward trend.
It is very likely that there will be some good news in the evening, and it will open higher tomorrow morning and hit a new high. The trapped intraday funds will still be able to make a profit.
So, while the market closes...
The majority of investors both on and off the market were slightly disappointed with this closing situation.
However, the vast majority of investors have not wavered in their belief in the bull market, as well as their continued bullish investment confidence and sentiment.
On the contrary, many people believe that the opportunity to increase positions at low prices is getting closer.
And according to the public data disclosed by the two cities after the market closed, it can be seen that under the overall market shock and adjustment, the financing balance of the two cities has not decreased, but is still increasing. It has reached nearly 980 billion, which is far away from one trillion. The pass is getting closer.
Similarly, in addition to the substantial increase in the balance of financing and financing.
At 5:30 pm, the refreshed data on the Dragon and Tiger rankings of the two cities showed.
Major institutions and hot money players have also made significant adjustments to the core stocks of the 'Big Finance' main line on the list, as well as the main line of 'Technology Growth', especially the core stocks of the 'Film and Television Media' sector. , 'Military Industry' core stocks in the main line fields still show a continuous trend of increasing positions.
Among the 41 stocks on the list in the two cities, the data of the Dragon and Tiger List disclosed by each stock is based on it.
Institutional seats still show a net buying trend, and the total net buying funds are still as high as 478 million. In the market, first-class hot money seats also basically show a net buying trend.
Among them, the Dragon and Tiger Ranking data of ‘Western Securities’ shows.
The seats of three institutions are still increasing their positions, with a total net purchase of 329 million, and the two institutions have sold a total of 189 million. The remaining two hot money seats of 'Yanjing Outdoor Street' and 'Shenzhen Yitian Road' have a total purchase of 7800 million, and other hot money seats were sold for a total of 63 million.
You can see it through the dragon and tiger list data of this check.
The ‘Yuhang Department’ funds and the ‘Chunhui Road’ funds that were previously involved are still locked up, with no signs of selling.
The data of the Dragon and Tiger list of ‘Flush’ is shown.
Institutions also bought heavily at high levels, while hot money seats were sold, but the transaction volume finally disclosed showed that the overall market still showed a net buying trend.
Even the core stocks in the main line of 'military industry', which fell sharply today, include aviation power.
In terms of the data of the Dragon and Tiger List, the main funds also showed a net buying trend.
Only for the 'Blue Stone Reload' check, the Dragon and Tiger List data displayed showed that the main financial groups sold 150 million chips on this check today. Among them, the 'Rongcheng Gang' who intervened yesterday had basically sold off all the chips. On the scene, the trading seats of several major "Rongcheng gangs" had a total sales volume of 132 million.
Generally speaking, according to the disclosed data of the entire Dragon and Tiger rankings.
It can be seen that in the overall market shock and adjustment situation, the continuous buying power of main funds and the willingness to increase positions have not weakened due to the adjustment of market conditions, but have faintly strengthened. Mainly in this form, A large amount of funds for reducing positions and selling still come from a large group of retail investors.
"I thought that with today's market performance, the main financial groups would reduce their positions in large quantities. Unexpectedly... the data of the two cities' dragon and tiger rankings were much better than expected!"
After the data on the dragon and tiger rankings of the two cities were released, some people among the large group of investors who gathered in the discussion area of the trading platform and the holding area of major stock investment discussion platforms sighed with joy.
"Indeed, the key is that both President Su and Alliance Leader Zhang have locked up their positions."
"You still thought the market was going to have a deep correction, and that's it? Haha... Since the adjustment is only of this extent, then tomorrow... there will be no problem if we continue to increase our positions and go long."
“According to the fund buying and selling patterns disclosed in the two cities’ dragon and tiger lists, I estimate that it will be difficult for the index to return to the 3,000-point level.”
"I also think it is basically impossible for the index to fall back to 3,000 points."
"The Shanghai Stock Exchange Index broke through 3,000 points. You must know that it was the main line of 'big finance' that made it strong. Nowadays, major institutions have tens of billions or hundreds of billions of funds entering the market and are holding chips on a large scale. This kind of Under such circumstances, will the index be allowed to fall and let the retail investors and other major financial groups who have not jumped on the bus get back on the bus at a low level? "I think this is simply impossible. "
"Hey, I think so too... Those financial groups who want to re-enter the market at a low level are destined to be short-lived."
"With this overall data performance of the Dragon and Tiger List, I feel that even if the market news in the evening is not good, the index will most likely continue to open higher tomorrow."
"I agree, it must be higher."
"I'm not saying...the market in this form cannot trap people at all."
"Anyway, I feel that as long as the overall trend of the market continues to be upward, then even if it briefly chases higher, it doesn't really matter. Anyway, it will be unwinded and profit will be made."
"This is the truth. In a bull market, there must be a bull market position pattern."
"I must learn from Mr. Su. After buying, I must have a lock-up pattern. No matter how the market fluctuates in the short term, I will remain unmoved."
"Mr. Su's relevant trading seats today are no longer purchased. Does this mean that the layout of the 'Yu Hang Group' funds in the 'big finance' line has been completely completed?"
"I don't know, but it's most likely completed!"
"In the main line fields of 'infrastructure' and 'military industry' which have been declining rapidly, there are no traces of Mr. Su's related seats being sold out. I don't know that Mr. Su is now in the two main lines of 'infrastructure' and 'military industry'. Do you still have any positions?”
"I think there must be some. Mr. Su won't invest hundreds of billions of funds in the main line of 'big finance', right?"
"That's definitely not the case, but if we talk about the core main lines of other markets, the line of 'technological growth' is also possible!"
"It's impossible. Mr. Su doesn't seem to be very optimistic about the 'technological growth' line, except for the 'Internet finance' sector that follows the logic of the main line of 'big finance'."
"I think it's not that I'm not optimistic, but that the 'technological growth' line is too small and has limited liquidity. It can't carry the large amount of funds that Mr. Su has, and it can't be deployed on a large scale. If the intervention is shallow, , Small-scale holdings actually have little impact on the change in the net value of the entire fund. It is a pity to abandon what is said to be tasteless, so there is no trace of Mr. Su’s large purchases on the main line of ‘technological growth’.”
"No matter what the reason is, I know clearly that Mr. Su will not get involved in the main areas, so it's better to avoid them."
"I agree, there are so many stocks in the market that can do so much, why choose the uncertain ones?"
"It is still more certain to follow the main line of 'big finance' and make corresponding component stocks in the securities sector and Internet finance sector. It is obvious... No matter how the market index performs in the future, the main line of 'big finance' has formed an obvious and sustained rise. It has broken through the trend, completely replicating the main trend of 'infrastructure' and 'military industry' in the previous period."
"Yes, just continue to do the main line of 'big finance'!"
"As the so-called 'strong will always be strong', as long as the market volume can be maintained in the two core sectors of securities and Internet finance, I think the subsequent market space will definitely be very broad."
"According to the logical expectations of the bull market, these two major sectors generally have room for at least doubling."
"Keep buying, keep going long..."
"And have you noticed that, although the overall market trend has been adjusted today, whether it is the acceptance of main funds or the performance of financing balances, it has shown a continuous upward trend. This shows that the main financial groups, as well as new inflows, have continued to rise. The financial crowd in the market is obviously still accelerating.”
"Reverse the package, reverse the package, I am optimistic that the index will turn around tomorrow and continue to hit new highs..."
As the major stock discussion platforms across the Internet continue to have extremely heated discussion topics among retail investors, as well as the continued fermentation of bullish sentiment.
In the evening, there was news that the upcoming Shanghai-Hong Kong Stock Connect will bring more than 100 billion in incremental funds to the market.
I also started to browse major stock discussion platforms.
Similarly, a number of false and true rumors about "pension funds entering the market" continue to be fermented on major stock discussion platforms.
The external market continued to advance in the evening.
And due to the overall surge in the trend of the US stock market, after completely recovering the previous decline, many institutions’ comments and analysis and judgments about the possible peak of the US stock market and the possible end of the multi-year bull market in the US stock market disappeared in an instant, and became concentrated on the bullish trend. Analyze and judge.
Under the influence of the occasional positive effects in the evening and the continued surge in external markets, the market continued to surge.
The next day, Thursday, November 6th.
At 9:15, as expected, the two markets continued to open higher despite yesterday's obvious index adjustment. Many stocks that adjusted yesterday recovered their intraday declines in an instant, and hit a new high in this round of rebound, and even a new high for this year.
"Looking at the initial call auction, the two markets are likely to open higher again!"
At 9:16, in the main fund trading room of Zexi Investment Company in Shanghai, Zhou Kan stared at the two markets that had entered the initial call auction, and said in surprise: "Boss, this is the seventh consecutive day of the index opening higher, right? This market... is really strong. It seems that even if the profit-taking and locked-in orders suppress it, the index and the corresponding core stocks will not fall at all."