Chapter 836 The Divergence Between Bulls and Bears Further Increases!

At 1:01, the Shanghai Stock Index rose rapidly. A number of core weight stocks in popular main areas such as 'big finance', 'big infrastructure', and 'military industry', as well as popular concept leading stocks, also received large amounts of long funds. The stock price moved higher quickly.

At 1:02, many mainline stocks that had fluctuated and increased in volume in the morning continued to rise.

At 1:10, the Shanghai Stock Index's intraday gains once again expanded to around 1.5%, and popular stocks in core main areas such as 'big finance', 'big infrastructure', and 'military industry' also moved towards the morning's intraday highs. After launching an impact, the money-making effect of the market still has no obvious decline despite the continuous brewing and fermentation of bullish sentiment.

At 1:20, the Shanghai Stock Index once again set a new intraday high.

However, when the Shanghai Composite Index set a new intraday high, the stock prices of major popular mainline heavyweight stocks also returned to near the intraday highs set in the morning.

The time-sharing capacity of the market, as well as the overall capacity of the same time period, did not expand further.

Therefore, after 1:20, the market trend of the two cities began to fluctuate and fall again, and the selling power on many stocks also began to suppress the buying power again and again.

At 2 p.m., the Shanghai Stock Index fell back to a gain of 1.10%.

At 2:20 p.m., a number of core and mainline popular concept stocks in the market began to plummet in volume. Among them, ‘Huake Shuguang’, ‘Yingkou Port’, and ‘Shanghai Steel Union’, which had originally had their daily limits, fell rapidly.

At 2:30 p.m., the Shanghai Stock Index fell back below the 1% increase position. The number of stocks that naturally changed hands at the daily limit in the two cities during the day also fell back to less than 40. The overall profit-making effect declined rapidly.

Finally, when 3 o'clock in the afternoon came, the two markets ushered in the closing time.

The Shanghai Stock Index fell back to close at 0.76%, while the Shenzhen Stock Exchange Index and ChiNext Index both maintained their red closing status, but their intraday gains were only about 0.45%. Even the slightly stronger A50 Index fell by about 0.45% during the day. The increase also fell below 1%.

As for the market’s popular main lines and the performance of popular stocks.

I saw that the main lines of 'Big Finance', 'Big Infrastructure' and 'Military Industry' all fell rapidly in the late trading. The 'Securities' and 'Internet Finance' sectors that once led the gains saw their final market gains decline due to the rapid fall in late trading. , and once again lagged behind the construction decoration, building materials, and sub-new stock sectors.

And like 'Huake Shuguang, Bluestone Heavy Equipment, Great Wisdom, Flush, Yingkou Port, Shanghai Steel Union, Huagong International, Western Securities, Harbin Investment Capital...' and other main line hot spots that have attracted high attention from market investors. Stocks also experienced huge fluctuations during the day.

Among them, the check for ‘Blue Stone Reload’ had an intraday amplitude of more than 10%.

Faced with the closing results of the two cities...

The broad investor base inside and outside the market is somewhat disappointed.

In particular, many investor groups who were pursuing higher positions and raising funds during the session frowned at this moment, and a lot of complaints gradually emerged.

"What about the bull market? Is the bull market going to be like this?"

"Hey, it's really hard to chase the highs today."

"I didn't expect that 'Huake Dawn' would explode in the late trading. The market feels weak again. Why is this?"

"What's the reason? It's just too much."

"However, the market closed in the red after all today. I feel that although the market is divided, the trend is definitely still upward."

"As long as it's still on an upward trend, I don't think it's a big problem."

"Most of the time, the market is at this position and is going to take a rest for a period of time, right?"

"As I said before, the market correction is for a better rise. I don't think it's a big problem. Just hold on to your chips firmly. After the market rests sideways, it will definitely continue to rise sharply."

"Hey, are your demands and expectations too high? It's impossible for the Shanghai Stock Exchange Index to skyrocket every day, right? I think it's good to be able to continue the red streak."

"I agree. In fact, after soaring continuously for so long, it is already a strong performance to be able to continue to be in the red market."

"According to the technical shape of the market, it should have been adjusted a long time ago, but now... the trend that should have been adjusted can still maintain sideways fluctuations. This is a sign of the market's strength."

"Don't let your guard down. In a bull market, if you want to make huge profits, you have to hold on to your chips."

In the midst of heated discussions among retail investors.

Everyone is a little disappointed with today's market trend, but at the same time, they continue to be very optimistic about the subsequent market trend.

It's this collision of emotions and opinions.

Then, at 5:30 pm, the balance data of the two cities were refreshed simultaneously with the data of the two cities’ dragon and tiger lists.

I only see data disclosed based on the market.

Compared with yesterday, the financing balance of the two cities has increased by almost 7 billion.

On the disclosed dragon and tiger lists of the two cities, there are 'Huake Shuguang', 'Blue Stone Heavy Equipment', 'Great Wisdom', 'Yingkou Port', 'Shanghai Sanmao', 'Shanghai Steel Union'... etc. A wide range of stocks are on the list.

These are just the market’s most popular leading concept stocks on the list.

On the trading seats disclosed, the buying and selling divergence of main funds was obviously larger than yesterday. Of course, the net sales of main funds were still small.

This shows that the main funds are divided here, but there is no collective bearishness on the market.

In addition to the performance of these hot concept leading stocks.

The check of ‘Huaguo Zhongye’ also appeared on the Dragon and Tiger List of the two cities today, and the seat of ‘Zhang Mengzhu’ is still selling on the selling seat.

At the same time, the relevant trading seats of ‘Zexi System’ also appeared on the Dragon and Tiger List of the two cities.

However, the relevant trading seats of ‘Yuhang System’, which everyone focuses on, are still nowhere to be found today.

Faced with the performance of the Dragon and Tiger List data of the two cities...

In the Yuhang main hot money group where Su Yu is located, a group of active hot money have begun to have increasing differences in their views on the market situation.

"Zhang Zongzhu and Zongzhu are still selling. It seems that the two bosses are indeed bearish on the market outlook!"

"That can't be said. The two bosses didn't sell much today. This selling amount is very likely due to the position adjustment. It can only be said that Zhang Zongzhu is not optimistic about the subsequent trend of the "Huaguo Zhongye" check. It can't be said that he is not optimistic about the overall market outlook, right?"

"The selling actions of the two bosses on the Dragon and Tiger List are indeed noteworthy, but I think the overall market trend can still be optimistic. After all, on the Dragon and Tiger List of the two cities today, the major major institutions are still the main recipients of funds, and the overall buying and selling volume disclosed by the Dragon and Tiger List did not show a large net outflow of major funds. It's just that the market fund divergence has increased."

"Yes, it's just that the market divergence has increased. Everyone is optimistic about the overall market trend. I am still optimistic about the overall market trend. "

"As long as the main funds of the 'Yuhang system' headed by General Manager Su do not sell on a large scale on the Dragon and Tiger list, causing a sudden change in market sentiment, I think there will be no big problem. The market has been rising for so long, and at this position, there should be some differences. "

"Pessimistically speaking, the market is at this position, at most it will fluctuate sideways to digest the chip structure, and it will not fall further. "

"There are so many funds outside the market that want cheap chips, and the market does not have the conditions to fall at all. "

"The greater the differences here, the greater the probability of subsequent breakthroughs in the market. Let's continue to fluctuate. It happens that I still have a sum of funds that will be in place next week. At this time, the index must not rise. Wait until my funds are in place before rising. "

"However, for two consecutive days, the performance of the core theme of 'big finance' has not been as good as that of 'big infrastructure' 'This line, this should be worthy of attention and vigilance, right? "

"The core main line of 'big infrastructure' has indeed been very strong recently."

"The line of 'big finance' has been relatively weak in the past two days, and has continued to fall in the late trading. It should be that the funds gathered in this main line are waiting for the news of the central bank's interest rate cut and reserve requirement ratio cut? Before the news is released and the positive factors are clear, it feels that this main line does not have the opportunity to continue to break through strongly. However, as long as the bull market continues, the market turnover and financing balance continue to rise, then we can continue to strongly look forward to the core main line of 'big finance'. "

"There are too many internal profit-taking orders on the line of 'big finance', and the current positive factors are not clear. It is completely understandable that the volatility here is more violent. "

"But 'big Although some positive factors of the 'finance' line are not clear, and the main funds' intention to continue to attack is a little weak, it is still rising after all. I think this trend is better than the continuous forced rise and forced accumulation of profit-taking. "

"I think so too..."

"In short, from the analysis of various on-site and off-site factors in the market, the bull market pattern of the market has not changed."

"So, it is better to hold stocks firmly!"

"However, the direction of short-term trading can be temporarily tilted from the main line of 'big finance' to the main line of 'big infrastructure', especially the core main lines of the core concepts of 'Eurasian Economic Belt', 'New Era Road and Maritime Silk Road', and 'Reform and Restructuring of Central Enterprises and State-owned Enterprises'. It feels that the hype opportunity in this direction has come again, and this wave... is very likely to exceed the previous waves of main rising market. "

"There is also the concept theme field of 'Shanghai Free Trade Zone', which is also very worthy of attention. "

"Yes, the line of 'Shanghai Free Trade Zone' has also been very strong recently. ”

“From the perspective of various market factors, we should not be too optimistic at this time, but we should not be pessimistic. We should still be optimistic that the market will continue to fluctuate and slowly rise.”

“In fact, I think that the index will fluctuate slowly upward, gradually digesting the accumulated profit-taking, while digesting the profit-taking and continuously adjusting the chip structure, which will be better than the previous continuous short squeeze trend. At the same time, this trend has a more solid foundation and is healthier.”

“The previous continuous short squeeze is just the expected realization process of the bull market outbreak.”

“Now that the market has formed a consensus expectation of the bull market, most of the active funds have entered the market, then the index will fluctuate upward, which will be the norm.”

“I don’t know when the news of the central bank’s interest rate cut and reserve requirement ratio cut will be implemented?”

“No matter when, it should not affect the continued bull market in the market.”

“I agree. In fact, you don’t need to care about so many off-site news factors. Just buy and hold the chips and wait patiently for the rise.”

“Yes, since it is a bull market, the stocks in the market will definitely rise in the end. ”

Accompanied by the rapid update of group messages, many active speculators in the group conducted in-depth analysis of the market after the market close and interpreted the subsequent market conditions.

The opinions expressed by everyone are basically consistent with those of the majority of retail investors in the market.

That is, although everyone has begun to gradually lower their expectations for the short-term market trend, they still have firm optimism about the long-term bull market trend and the bull market pattern, and are relatively aggressive in holding positions and participating in transactions.

As a group of institutional groups with high market awareness.

After the release of the financing balance and the Dragon and Tiger List data of the two cities, the daily trading volume of the two cities has been infinitely close to the trillion mark.

It is still a brainless bullish.

And many industry institutions, market analysts, and investment consultants.

They are also suggesting that the majority of investors on and off the market increase their investment weight in the stock market and suggest that everyone allocate corresponding positions at the end of the year.

Moreover, among the suggestions of these institutional investment consultants.

The stock investment direction and theme direction recommended by these people for retail investors have all become the two core themes of "big finance" and "big infrastructure".

In other words...

Among the major capital institutions, more and more people are optimistic about the development of the main lines of "big finance" and "big infrastructure".

And for these two core main lines, a relatively consistent expectation has gradually formed.

In addition, more and more analysts and investment consultants have compared the market trends of these two main lines with the market trends of "big finance" and "big infrastructure" in the previous bull market, that is, the market trends in 2006 and 2007. Everyone is shouting the slogans of financial value revaluation and the new infrastructure era.

Just in this market, the actual divergence began to increase and gradually weakened.

But the general investment sentiment, investment confidence, and various bullish views in the market are still continuing to ferment and are in a relatively hot stage.

In the evening, the external market trend continued to open high and go high.

At the same time, there are more and more news about the Federal Reserve's interest rate meeting on Friday.

In terms of expectations, various foreign financial institutions have made judgments that the Federal Reserve will not raise interest rates in the next interest rate meeting, which has provided stronger confidence in the global financial market to do more.

Under this kind of domestic and foreign bullish sentiment, which was brewing and fermenting simultaneously.

The next day, December 4, Thursday arrived.

As expected before the market, the two markets achieved a strong and substantial opening under the stimulation of favorable conditions at home and abroad, and even almost set a new annual high in the high opening trend.

However, although the two markets achieved a strong and substantial opening under the brewing of emotions.

However, when everyone thought that the Shanghai Composite Index would open high and break through strongly like the trend of US stocks last night.

After the market officially opened.

The Shanghai Composite Index fluctuated downward all the way, and in less than half an hour, it returned to the flat position of yesterday's closing, causing a large number of retail investors who chased highs at the beginning of the market to suffer a certain degree of losses in their positions, and causing a large number of investors with too high expectations to have their psychological expectations completely dashed. (End of this chapter)