Chapter 723: The Cognition and Pattern of the Organization!
In the main line of "big infrastructure", there are a number of "Hua" core weight stocks such as "Huaguo MCC, Huaguo Construction, Huaguo Railway Construction, Huaguo China Construction, Huaguo Communications Construction...".
It basically fluctuates synchronously with the trend of the main line of "big finance".
However, the strength of the market trend is relatively weaker than the main line of "big finance". In terms of closing results, these core weight stocks only slightly outperformed the two city's market indexes.
As for the popular stocks in the main line of "technology growth".
Popular stocks such as 'LeTV, Wangsu Technology, Huaguo Software, Inspur Information, Huayi Brothers, Enlight Media, Huace Film and Television...' are relatively weaker than the core popular stocks in the main line of 'big infrastructure' , the closing increase was basically in sync with the Shanghai Stock Index.
But the performance of these stocks.
Compared with pure concept stocks in small and medium-cap stocks, as well as a number of stocks in the low-level main line field, there are still main funds to continue to undertake, and the buying volume is obviously larger.
Faced with the closing results of the two cities...
Most of the investor groups inside and outside the market are quite satisfied.
It's just that a group of investors who have chased up low-level mainline fields such as "big consumption, non-ferrous metal cycle, coal, petrochemical industry, pharmaceutical business..." feel a little disappointed and dissatisfied in their hearts today.
“Today’s market trend is simply unexpected!”
"Today, there is something wrong with the main funds in the low-end sectors such as "big consumption, non-ferrous metal cycle, coal, petrochemical industry, pharmaceutical business...", right? You said... just pull the market properly, otherwise you will continue to make money. Secondly, the sentiment of continuing to do long in these sectors has been lost. I don’t know why.”
"For the market to be like this, I don't blame the main funds in low-level main sectors such as "big consumption, non-ferrous metal cycle, coal, petrochemicals, pharmaceutical business..." but only the main investment logic of the market's "high-low switching". It was unanimously recognized by the main financial groups of all parties in the market, but there was no final unified force of main funds, so this trend of rising and falling occurred. "
"It's not that simple. I feel that the main force is to attract more funds and deliberately pull up low-level main lines such as 'big consumption, non-ferrous metal cycle, coal, petrochemical industry, pharmaceutical business...', so as to make 'big finance, big infrastructure, military industry, and science and technology grow'" The unstable bargaining chips on several major core lines were smashed out.”
"No, it's too insidious..."
"Absolutely, in the early trading stage in the morning, the rapid rise of the core main lines of 'big finance, big infrastructure, military industry, and technology growth' is obviously insufficient in terms of volume and energy. Compared with the previous trading days, the volume of energy has declined. And the rapid upward attack of shrinking volume will inevitably be difficult to break through when encountering concentrated pressure on the market, so the main financial group in the market guided this washout behavior. "
"So, all the funds that chased the core stocks of low-priced sectors such as 'big consumption, non-ferrous metal cycle, coal, petrochemical...' at high prices today have been taken advantage of?"
"Isn't it just a case of being taken advantage of?"
"Here, why didn't I think of this level?"
"Hey, holding shares is like being a widow. You really shouldn't be greedy for the so-called 'compensating for low-level gains' and lose the bargaining chip of 'Hua Investment Capital'."
“With the recent market fluctuations, it’s really impossible to hold shares without any faith.”
"The main force is too treacherous!"
"The core core chips of the 'Big Finance' main line that were lost today will be difficult to get back in the future, right?"
"Looking at the market trend of the core main line of 'Big Finance', it is obvious that the trend has not ended yet. There is a high probability that the popular weighted stocks related to this core main line will continue to open higher tomorrow. If you want to take back the chips at the original price, It’s basically unrealistic, but there’s no problem in chasing high prices.”
"Cut the meat and then chase it back? You can't... What if there is another major adjustment in the main line of 'big finance' while pursuing the main line of 'big finance'? What will happen? Aren't both ends harvested?"
"But it's not good to cling to these low-level main-line chips that are obviously not within the hot spot of the market's main-line market, right? These low-level main-line chips have held a lot of funds chasing the intraday highs today, and most of these funds are The short-term capital group, like this...these new funds entering the market, after discovering that the market logic of 'high-low switching' does not work at all, they will definitely stop their losses and leave the market tomorrow, and when the meat-cutting plate is concentrated on cutting meat, , At the same time, there is no new major positive support in these low-level main lines, and the investment sentiment of bulls cannot evolve. Therefore, the trend of these low-level main lines tomorrow, and even in the following period, will definitely not be optimistic. "
"Well, I think so too... For stocks that don't move as expected after buying, it's better to cut off the stock in time to avoid getting deeper and deeper."
"Isn't this a bull market? Can it still be trapped?"
"In a bull market, not all stocks in the market and all major sectors will rise!"
"Furthermore, even if the market's main line market will continue to rotate into these low-level main line areas in the future, it will definitely be realized when the current core main lines of 'big finance, large infrastructure, military industry, and technological growth' are expected to be fulfilled. Compared with the low-level main line, These stocks no longer have investment value for money, but at present...it is obviously not the time to switch to the main line. "
"Although the market is a bull market, the time cost of investment is also very precious. You know, our A-share market is always a short bull market and a long bear market. If you don't seize the opportunity in the bull market and make more money, you may miss a few waves of market conditions, and finally the market will return to the bear market. At that time, it will be more difficult to make money by investing in the stock market than it is now."
"Yes, yes, the time cost of trading in the bull market stage is very expensive. At this stage of the market, it can be said that... not making money is equivalent to losing money."
"That makes sense, damn... I will resolutely stop the loss of today's high position tomorrow."
"In the securities sector and the Internet financial sector, the relevant core concept stocks have generally risen by nearly 1 times in the past half month, right? In the short term, can they continue to rise?"
"The so-called market situation always starts in despair and develops in doubt. The main rise was in agreement and ended in madness. At present, it is obvious that everyone still has doubts about the market trends of the "Securities" and "Internet Finance" sectors. From the perspective that the divergence is not the end of the market, but the development stage of the market, the market trends of the securities and Internet Finance sectors have definitely not reached the top. Of course... how much room there is to continue to rise, where the market will end, and whether it will continue to rise in the short term, only God knows. "
"In fact, as long as it is determined that the "Securities" and "Internet Finance" sectors have not yet reached their peak, it will be fine."
"Yes, as long as it is determined that the overall market trends of these two sectors have not yet reached their peak, then you can continue to hold stocks in this area and increase your holdings in this area. "
"At present, there should be no more than "Big Finance" Line, expect a more certain main line market, right? "
"Originally, the two lines of 'big infrastructure' and 'military industry' were supported by the expected logic of the macroeconomic strategic development of 'reform and restructuring of central enterprises and state-owned enterprises' and 'new era road and maritime Silk Road', and the certainty was also strong. Unfortunately, as far as the current situation is concerned, the valuation of the core stocks of these two main lines is obviously not as advantageous as the valuation of the weighted core stocks in the field of 'big finance'. "
"After analyzing and analyzing, we all know that in the bull market pattern, the market trend of the core main line of 'big finance' and the expected fulfillment have definitely not been completed. However, in actual operation, seeing the continuous short squeeze trend of this major main line and the increasingly serious technical trend of deviation, we are always afraid of a sharp correction after buying, and we can't do it. It's true... trading is also easy to know but difficult to do. . "
"How does the saying go, 'Those who are afraid of heights are miserable', isn't that right? Alas..."
"In fact, the essence of this sentence is wrong. It should be said that those who are afraid of high stock prices may be miserable, but for expectations, too high expectations and market consistency are still very likely to cause stock prices to fall short of expectations, so I think it is completely appropriate to climb in this regard, of course... At present, the transaction volume of the two cities continues to set new historical highs, and the scale of the margin trading balance is also continuing to set new historical highs. The new capital groups in the market are flowing in on a large scale every day. Considering these aspects, the line of 'big finance' is indeed far from reaching the expected peak, and the main capital groups of all parties in the market, and even a large number of retail groups, are completely consistent with the trend of this core main line. ”
“Yes, and if we talk about technical divergence…In the main field of ‘big finance’, especially in the securities sector and the Internet finance sector, many constituent stocks on the daily charts do show serious technical divergence, but if you look at the weekly and monthly charts of these stocks, you will find that these stocks have just come out of the bottom, and the weekly and monthly lines have just started to cross. We all know that technical divergence can be blunted and repaired, that is to say…with the maximum adjustment, the ‘big finance’ line, under such strong expectations and continuous buying, will only digest the temporary excessive selling on the market through sideways fluctuations, and there will be no continuous large-scale corrections, at least before the expectations of this core main line are fully realized, it will definitely not appear. ”
“Fuck, don’t analyze it, the more you analyze it, the more panic I get, I just cleared out my position in ‘Huaxin Securities’ today. ”
“It’s okay, just buy it back tomorrow. Anyway, the transaction volume of ‘Huaxin Securities’ is about 10 billion every day, and the liquidity is too abundant. We are not such a large-scale main institution. With this little money in hand, we can buy and sell at any time!”
“Yes, a small ship is easy to turn around, which should be the only advantage of us retail investors compared to institutions.”
“Indeed, it is convenient to stop loss and stop profit, so we must use our advantages...”
“Today’s Dragon and Tiger List of the Two Markets should be very exciting, right?”
“You can take a look at the capital composition of the hot core stocks in the main line of ‘big finance’ today, and the low-level main line core stocks such as ‘big consumption, non-ferrous cycle, petrochemical, coal...’. Who is buying and who is selling?”
“It is certain that the main capital of ‘Yuhang System’ under General Su will not be the main capital of ‘Yuhang System’ under General Su’s selling the main line stocks of ‘big finance’ today. ”
“Mr. Su will definitely continue to lock his positions…”
“Oh, if only I had Mr. Su’s determination to hold positions, I always like to move around, and after buying and selling for a long time, it’s often better to just hold on to the stocks.”
"I also hope to have Mr. Su's determination to hold stocks, but I can only think about it, I can't do it at all."
"It's very difficult. When I see the stocks I hold plummeting or soaring, it's hard to resist not operating."
"It must be difficult. Otherwise, how can we say that Mr. Su is the only "stock god" level figure in our A-share market? He can hold positions of tens of billions or hundreds of billions of funds when there is no obvious turning point in the main market."
Amid the heated discussions of retail investors across the Internet and various in-depth analyses after the market.
Time flies forward.
Unconsciously, 5:30 p.m. arrived, and the Dragon and Tiger List of the two cities was refreshed.
According to the disclosed data of the Dragon and Tiger List of the two cities, a total of 37 stocks in the two cities were on the list, of which half still belonged to the core main line areas of "big finance, big infrastructure, military industry, and technological growth", which shows the main attack direction of the active capital groups in the market.
They have never left these main line areas.
And according to the buying and selling seats disclosed by a number of popular stocks on the list.
In addition to hot money and institutions, the seats on the list today also include the exclusive seat of Shanghai-Hong Kong Stock Connect, and the purchase volume of this exclusive seat today has reached 678 million on the list, which is fierce.
And overall, the institutional seats still show a net buying trend on the list.
But if we look at it separately, in the popular core main line areas of "big finance, big infrastructure, military industry, and technological growth", institutions are indeed in the form of obvious net selling today, and their main direction of increasing positions happens to be the low-level main line areas such as "big consumption, non-ferrous cycle, petrochemical, coal, pharmaceutical business..." that have clearly risen back during the session.
In other words, on the Dragon and Tiger list.
There is a clear difference in the main line market switching between the domestic main institutional capital group and the newly added "Shanghai-Hong Kong Stock Connect" capital group entering the market.
However, in general, the trend of net inflow of main funds has not changed.
The development of the main market trends of the two cities and the development of individual stock trends have not changed, mainly focusing on the core weighted stocks of the main board and the blue chip stocks with good performance.
Of course, through the data of the Dragon and Tiger List of the two cities.
The vast investor groups inside and outside the market have also seen clearly who is leading the main trend of "high-low switching" in today's market development, and who is continuing to increase the main trend of "big finance" on a large scale. At the same time, it also exposes the shallow holding pattern and very general market perception ability of many domestic institutions.