Chapter 790 Stagnation in Volume Performance!
"The transaction volume is more than 940 billion. Compared with yesterday, there is no obvious amplification trend. It seems that... the market has reached its peak in terms of volume performance at this position."
After the two markets closed, countless investors in and outside the market reviewed the market.
In the internal group of Yuhang Hot Money where Su Yu is located, a hot money boss couldn't help but sigh in a brief review: "If the volume can't be further expanded, then... it will not be so easy for the Shanghai Composite Index to continue to open up new heights and hit 3600 points, 3700 points, or even 4000 points."
"The volume performance of more than 940 billion is not bad."
"After the most aggressive batch of incremental funds have basically entered the market, the subsequent incremental funds are mainly provided by potential investors outside the market. It is not an easy task to attract potential investors outside the market and let those newbies and novices who don't know much about the stock market and stocks enter the market to invest, so the volume is passed. It is normal for the growth rate to slow down gradually. "
"The continuous increase in volume still requires time to react and the market's continuous money-making effect to stimulate it!"
"It seems that the trillion-yuan turnover in the two markets is a hurdle!"
"The trillion-yuan turnover is definitely an important hurdle. In the absence of clear monetary easing by the central bank and clear easing of macro-monetary fundamentals, it is still difficult for the capital flow into the stock market to reach an average of more than one trillion yuan. Except for those potential novice investor groups, in fact, the mature investor groups, at this time... have basically entered the market. In this group, it is difficult for large-scale incremental funds to flow in. "
"Yes, after a month of continuous short squeeze bombing in the market, the investor groups in the market, whether they are Retail investors, big investors, hot money, and institutions should have already added positions. In other words, the potential long force in the market is gradually declining compared to the previous half a month, while the potential short force is gradually increasing with the rapid increase of short-term profit-taking and unwinding in the market. "
"In short, in the absence of a clear macro-monetary policy and no further easing or improvement in macro-monetary liquidity, at this time... we still cannot have too high expectations for the future market!"
"Yes, I originally thought that the external market was doing well and it would be easy for A-shares to continue to break upward. Now it seems... it is still too optimistic. "
"Today's market trend, many people guessed the opening, but didn't guess the result, right?"
"In fact, the morning market The trend is still very good and fierce, but the volume performance has not kept up, which led to a collective decline in the afternoon. "
"It is still that there are too many short-term and medium-term profit-taking, unwinding, and floating locked-in chips, which have caused huge pressure on the upward movement of the market. "
"It is not the fault of the profit-taking, unwinding, and some locked-in stop-loss pressure on the market. "
"If the market wants to continue to rise healthily and want to continue this bull market, then... these profit-taking, unwinding, and locked-in chips should have been cleared, so... I think there is no problem with today's market trend. At this stage, if the index continues to be high-profile and constantly overdraws the market's sentiment and expectations, I think it is not good. "
"Indeed, without major improvements in the macro-capital side and strong and continuous heavyweight support, continued high-profile and continuous overdrawing of market sentiment will instead cause the market's short-term and medium-term profit-taking chips and unlocking chips to put more and more pressure. "
"It will also cause a more drastic market adjustment, right? ”
“‘Long bull’ is better than ‘crazy bull’. It’s just right… the index moves slower, so I can raise money and buy stocks properly.”
“The faster the market moves, the greater the volatility will be. If it moves relatively slowly, the trend will be relatively stable. As long as the market remains in the overall bull market trend, no matter how the index moves, whether it rises sharply or slowly, whether it continues to squeeze out, or whether it turns back every three steps, I think it’s not a big problem. Just continue to hold stocks with peace of mind.”
“In the current market, everyone should be waiting for the market rumors, the central bank’s interest rate cut and reserve requirement cut in December, right?”
“What everyone is waiting for is not the central bank’s interest rate cut and reserve requirement cut, but a complete transformation of the entire macro-monetary funds. As long as the monetary liquidity changes from the previous tightening to the loose state, and the banks and financial institutions can shift to continuous water release, then let alone the market turnover of trillions, even 1.5 trillion, or even higher market turnover, I think it is worth looking forward to. ”
“Haha… agree! ”
“In general, the market’s rise and fall today, although it hurt the overall bullish sentiment of the market, did not change the trend, so it is not a big problem.”
“The problem is naturally not big, after all, the money-making effect of the two markets is still overwhelming!”
“You can continue to focus less on the index and more on individual stocks.”
“The main line of the market is still maintained on the core lines of ‘big finance’, ‘big infrastructure’, and ‘military industry’, as well as the two major branches of ‘new stocks’ and ‘film and television media’!”
"As long as the news of the central bank's interest rate cut and reserve requirement ratio reduction in December has not yet materialized, and the entire expectation of easing monetary and capital liquidity has not been clarified or officially realized, then the entire 'big financial' main line will definitely remain within the radical expectations. , the natural trend will remain in a radical upward trend.”
"However, this afternoon, it can be clearly felt that the net inflow of main funds in the major weighted industry sectors of securities, banking, and insurance is continuing to decline. This shows that the accumulation in these industry sectors and correspondingly weighted core stocks Many of the main fund holding groups have begun to stop taking profits.”
"In the past month, the entire main line of 'big finance' and the net inflow of main funds have reached at least a total of more than 100 billion. This continued decline will not have a great impact."
"The impact won't be huge, but at least it's a turning point in disk performance!"
"This shows that the 'big financial' line, the high-priced concept stocks that have been intensively speculated, and the core leading stocks, have begun to enter the short- to medium-term risk premium stage, right? Or... it should be as far away as November 10 A short-term drastic adjustment node should not be far away.”
"I think we should have entered the short- to medium-term risk premium stage."
"At least today's 'Flush' check seems to have entered the short- to medium-term risk premium stage. It was blocked twice but was not blocked, which is enough to show that the market divergence of this check has indeed become so large that it is difficult to support the stock's continued strength. The attack stage also shows that at this position, the long and short forces have fallen into a huge game stage.”
"There are quite a few stocks with similar patterns and trends today as 'Flush'."
"Taken together, the divergence in the main line of 'big finance' is relatively small. Relatively speaking, the divergence of many popular core stocks in the main line of 'big infrastructure' and 'military industry' is obviously larger."
"However, there are exceptions. For example, the check of 'Huagong International' has a very strong trend today."
"I seriously doubt that the check of 'Huagong International' has potential benefits. Otherwise... there is no reason for this check to be so strong with such a large circulation volume, and I have not heard that the performance of this check has reversed. ah?"
"The logic behind the check of 'Huagong International' is still the two core concepts and themes of 'Eurasian Economic Belt' and 'New Era Road and Maritime Silk Road', right? To study why the recent trend of this check is so strong, I think if we look in the direction of these two core concepts and themes, we should be able to find the specific logic and reasons.”
"Regarding the two major conceptual themes of the 'Eurasian Economic Belt' and the 'New Era Road and Maritime Silk Road', are there any special benefits recently?"
"Hehe... there are quite a few good things to say."
"The macroeconomic development strategic plan at the national level is definitely good and policy-oriented."
"I heard that next month, there will be a national summit on the 'New Era Road and Maritime Silk Road'. It should be supported by this important positive expectation, right?"
“Isn’t it the numerous investment projects of ‘Huagong International’ abroad that support the hype logic of this stock?”
"No matter what the logic is, if this check is so large in circulation, I... I wouldn't be able to get it."
"Although this check is not suitable for short-term funds, the continued strength of this check is still very important for the development of the main line of 'big infrastructure'. Its current impact on the core main line of 'big infrastructure' is already It is no less influential than the "Huaxin Securities" check on the main line of "big finance" and the market trend of the securities sector."
"Yes, you don't have to participate in the game, but you have to pay attention."
“Actually, the short-term sentiment targets are mainly the two checks ‘Blue Stone Heavy Equipment’ and ‘Huake Dawn’, right?”
"Based on sentiment analysis, it is definitely these two leading stocks."
"In today's market decline, the only thing that is conducive to short-term sentiment is the divergence in the trends of 'Blue Stone Heavy Equipment' and 'Huake Dawn'. It is not as big as the previous two days, right?"
"To be honest, it's a bit surprising that Huake Dawn was able to get out of such a large amplitude fluctuation today and still maintain a red plate closing situation."
"Indeed, looking at the trend of the 'Huake Dawn' check in early trading, I thought it was going to fall to the limit again."
"Did anyone in the group copy this check?"
"There should still be a few group friends who are buying the bottom, right? In fact, after careful analysis, the check of 'Huake Shuguang' fell sharply in the early trading, and it is really a buying point. Unfortunately, my funds are basically concentrated on the 'Flush' check. In terms of stocks, "Flush" should not have reached a clear selling point yet, and it is impossible to divide the position into the stock of "Huake Shuguang". "
"'Huake Dawn' did have some signs of stopping the decline and rebounding today."
"If nothing else goes wrong, investors who bought the 'Huake Shuguang' check at the bottom of today's green market will obviously get a certain premium and be able to make money."
“I still hope that the check from ‘Hua Ke Dawn’ can further gather the money-making effect as soon as possible.”
"Yes, if the two new stocks of 'Bluestone Heavy Equipment' and 'Huake Dawn' can once again go hand in hand, then the market's short-term hype and short-term money-making effects should continue to go crazy. , Only when demon stocks create room for speculation can other stocks in the market have better room to make money!”
"That's the truth..."
"In addition to these two checks, today's 'Shanghai Steel Union' check is able to break out of the plateau situation, which is also very worthy of attention. I feel that this 'old demon stock' is basically going to double its space again."
"The check of 'Shanghai Steel Union' is indeed worth noting. In the past period, this check basically did not follow the rise of the 'Internet Finance' sector. The current check... does not mention other factors, just benchmarking." The increase in the Internet finance sector index also has some room to make up for the increase.”
"Relatively speaking, I feel that participating in the stock price game of 'Shanghai Steel Union' at this time is still significantly higher than that of high-priced and high-level leading stocks like 'Flush'."
“The volume of ‘Blue Stone Reload’ has shrunk today compared to yesterday, and it feels like it’s a bit accelerated.”
"I hope the check for 'Blue Stone Reload' will change hands and land naturally. But don't speed up in a straight line, otherwise the market will most likely stop."
"The funds of the 'Rongcheng Gang' have made really comfortable profits on the monster stock 'Blue Stone Heavy Equipment' in the past month!"
“I have to say that this capital is still very good.”
"I wonder if the funds from the 'Rongcheng Gang' will leave today?"
"It shouldn't be gone, right? If it were gone... the market trend of the 'Blue Stone Heavy Equipment' check today will not be so stable."
"Whether we are leaving or not, we will know later on the Dragon and Tiger List."
"Isn't anyone paying attention to these two checks from Yingkou Port and Dachian Heavy Industry? Why do I feel that these two checks... have also come out?"
“The check for ‘Yingkou Port’ is already the third wave of speculation.”
"If the check of 'Huagong International' is the main line of the entire 'big infrastructure' and the current core stock of the Chinese military, then 'Yingkou Port' should be the sentiment vane and short-term speculation space standard in the main line of 'big infrastructure', right? "
"It can be said that, but the current expectations are still unclear as to how far the 'Yingkou Port' check can reach, and this check... to be honest, it still lacks some hard logic."
"Taking a comprehensive look, the 'sub-new stocks' sector has the best short-term profit-making effect."
"Indeed, in the past one or two months, most of the market's top stocks come from the 'sub-new stocks' sector!"
“The opening of new stocks is getting later and later.”
“The number of people subscribing for new shares and the amount of funds frozen every day are also increasing!”
"Regarding the issue of freezing funds for new share subscriptions... could this factor also be a reason why it is difficult for the market turnover to continue to break through?"
"There are definitely factors in this regard, but this factor is not the root cause."
"No matter what...as long as the bull market pattern of the market has not changed, and the emotions and money-making effects of short-term speculation have not dropped to an obvious low level, then the current market is still worth participating in and worth gaming."
With the rapid refresh of news in the group, and the interpretation of the market by many big guys in the group.
In the heated discussion among countless investor groups inside and outside the market.
Market time, unknowingly, has arrived at 5:30 pm.
I saw that the dragon and tiger lists of the two cities were refreshed, and at the same time, the balance data of margin financing and securities lending in the two cities were refreshed, and these data were disclosed according to the market.
You can see...
Compared with yesterday, the financing balance of the two cities has increased by more than 10 billion.
As for the refreshed dragon and tiger lists of the two cities, under the spotlight, the number of stocks on the list is basically the same as yesterday, and the popular stocks that everyone pays more attention to and discuss, such as Flush, Bluestone Heavy Equipment, Huake Dawn, Yingkou Hong Kong, Shanghai Steel Union, China Airlines Heavy Machinery...' are still on the list. (End of chapter)