Chapter 398: The Undercurrent of Bearishness!
After the midday close, we faced such a market trend.
The vast number of investor groups, excited, excited, still occupy the vast majority, after all, the index has been eight consecutive days before, and it can continue to rise today, that is, a strong performance, of course...... During this period, there are also a very small number of investor groups who have begun to realize the trend of the market, and it seems that there is obviously some decline.
However, at noon, the positive direction of the market news quickly pulled up the market bullish sentiment that had fallen slightly, alleviating the worries in the hearts of a small number of investment groups.
I saw it according to market news......
The regulator said that it will strengthen the construction of the domestic financial market in accordance with the guidance of the 'New Nine Articles', provide more channels for funds to enter the market, and encourage more long-term investment funds such as insurance, trusts, enterprise annuities, and pensions to actively enter the market, and improve the delisting system.
On such good news, at 1 o'clock in the afternoon, the market reopened.
I saw several major indexes and many popular stocks rising rapidly, and the entire market ushered in a wave of fierce capital grabbing.
However, this kind of concentrated scramble did not last long.
At 1:08, after the Shanghai Composite Index hit the highest level of 2461.29 points, it re-fluctuated and declined, and the market that had originally risen in a wave, in addition to the two core main lines of 'infrastructure' and 'state-owned enterprise reform', also followed the shock and decline of the index, and weakened again.
At 1:20, the Shanghai Composite Index fell back to around 2450 points, and the good news at noon did not really change the trend of the market, further forming a strong stimulus to the market.
At 1:30, the Shanghai Composite Index fully recovered all the gains in the afternoon, and once again fell into the shock situation of the range of 2440 to 2450 points, and at the same time ...... In the afternoon, because of the good positive positive pursuit of a large number of buying, began to recede significantly, and the main capital flow of the market was further concentrated in the fields of 'infrastructure' and 'state-owned enterprise reform'.
At 1:45, the impulsive fluctuating 'securities, banking, insurance' and other large financial sectors turned green again.
At 1:55, in the two main areas of 'infrastructure' and 'state-owned enterprise reform', there has also been a more obvious differentiation trend, the core hot stocks are getting stronger and stronger, and the non-popular concept stocks have begun to increase step by step, and the selling orders have gradually increased, and there are obvious signs of falling back from a high level.
At 2:02, the Shanghai Sanmao, which originally sealed the price limit, appeared in a concentrated volume, the price limit was opened, the stock price fell rapidly, and the long and short divergences on the disk were also amplified in an instant, and due to the bad trend signal of Shanghai Sanmao, a large number of popular stocks such as Shanghai Construction Engineering, Shibei High-tech, Beijiang Jiaotong Construction, and Beixin Road and Bridge' also began to show slight signs of volume on the disk, and the chip structure in the market was loosened.
At 2:10, the Shanghai Composite Index retraced below the 2440 point mark and returned to below the opening position in the morning under the condition that a number of conceptual sectors such as "big finance, military industry, consumption, and cycle" gradually fell lower, and at the same time, on the K-line chart, a cross with a long upper shadow was left.
At 2:20, the Shanghai Composite Index fell back to the 2435 line, and at the same time, the time-sharing volume of the two cities can be further reduced, the trading has become more and more thin, and the differentiation of the market has become more and more obvious.
At 2:30, after the continuous time-sharing shrinkage, there were main follow-up funds and began to re-add new positions to pull up some concept stocks in the fields of "infrastructure" and "state-owned enterprise reform", which drove the index back to the 2440 point line, maintaining a strong shock state.
"In addition to the fields of 'infrastructure' and 'state-owned enterprise reform', there are still no opportunities in other directions!"
Seeing that the time has been shifted to 2:30, the hot spots of the two cities are still maintained in the two main areas of "infrastructure" and "state-owned enterprise reform", and the differentiation trend of the market is more obvious. The current position of the two main lines of state-owned enterprise reform, the investor group who dare to follow the trend at this stage, is rapidly declining, the market volume can not be further released, and the on-site sellers and off-market buyers have begun to fall into a wait-and-see attitude. ”
"Indeed, looking at the market index and market trend, it is obvious that the market wait-and-see sentiment has begun to be strong."
"Market confidence is not as strong as imagined, the two main lines of 'infrastructure' and 'state-owned enterprise reform', only this position, buying has begun to decline significantly."
"Active buying is declining, but passive undertaking is still quite strong."
"Yes, as long as the index falls slightly, the stock price of high-quality core stocks in the two major fields of 'infrastructure' and 'state-owned enterprise reform' falls slightly, and the buying volume can be instantly knocked out, which proves that although everyone's sentiment for the two main lines of market chasing is declining, the logic of firm optimism has not changed, everyone...... I just want cheaper chips. ”
"There is no other low-level mainline concept market, and the two core mainline markets of 'infrastructure' and 'state-owned enterprise reform' form a capital run, so ...... As long as the core investment logic and future expectations of these two main lines are still there, after a short period of shock, all kinds of funds that can't get cheap chips will still follow up. ”
"Although the market situation, on the surface, is somewhat differentiated, but in the pattern of falling and increasing volume, rising and shrinking, it is not a big problem."
"Many popular probability leading stocks can obviously go up."
"Although the overall net inflow of funds is decelerating, it is still continuing to have a net inflow."
"According to this market trend, even if the market enters a possible adjustment stage, the core hot stock areas of the two main lines of 'infrastructure' and 'state-owned enterprise reform' are also the areas with the most sufficient liquidity and the least risk."
"The two core main lines of 'infrastructure' and 'state-owned enterprise reform' have attracted a very large amount of capital in the past half a month, right? Such a huge amount of funds are heavily positioned, and the news is constantly good, although the wait-and-see sentiment in the field has risen, but the bullish situation is still very good, and there is a high probability that this will not be the selling point, but the stage of continuing to hold positions. ”
"The Shanghai Composite Index is a breath away from the 2,500-point mark, almost 3% of the distance, this breath ...... When you get here, you have to bring it up, right? ”
"Well, from the perspective of emotions and expectations, the 2,500-point mark is the expected goal that everyone is more consistent."
"Even if you want to sell, you have to wait until the index hits 2,500 points."
"Looking at the trend of Beixin Road and Bridge, Mr. Su is still locking up his position today, this weather vane stock trend is not stopping, then the risk of the market suddenly turning is not big, continue to lock up, I will also try the big picture."
"However, this good news at noon today really didn't cause much reaction to the market!"
"It is based on the supplement of the 'New National Nine Articles', in fact, it is not good news beyond expectations, and the market reaction is limited, which is understandable."
"As long as the two main lines of 'infrastructure' and 'state-owned enterprise reform' are still the core of the largest market situation, then we can continue to hold shares and continue to focus on these two main lines, but today's market is more and more concentrated development of core hot stocks."
"The stock price is relatively high, and it is normal for funds to converge to areas with better money-making effect, higher popularity, and greater liquidity in this case, right?"
"Well, it's normal, but it also shows that there are hidden worries in terms of market volume and energy!"
"No market can be achieved overnight, I think the current market volume is normal."
"Everything is still determined by the market's money-making effect, as long as this batch of core popular stocks can continue to open up the speculation space, then other stocks, naturally after a short period of adjustment, will quickly keep up, after all, as long as the money-making effect is there, the funds that continue to chase high and undertake will be endless."
"The index has been eight consecutive yangs, even if it is slightly adjusted today, it is understandable."
"If you continue to do it, it's over, and at this time, the index breakthrough is imminent, so you can't coax it."
"The Shanghai Index is so close to the 2500 point mark, and the whole market is so strong under the expectation, even if it can't really break through, the concept of touching it is also huge, and as long as the index is still expected, as the core hot main line of the support index, the two core main lines of 'infrastructure' and 'state-owned enterprise reform', especially a number of high-quality hot stocks in these two fields, there will definitely be relatively large opportunities for speculation."
"Agreed, and often the high volume is the top, and the shrinkage in the rise proves that the chip structure in the field is still good, and there is a high probability that it can continue to rise."
"Hey, I hope that at this time, there will continue to be a wave of relatively large divergences in the market."
"Me too, after all, yesterday's wave of shocks and divergences, I hesitated for a while, and the buying position was completely insufficient, and I didn't make any money at all."
"However, at this time, if there is a disagreement between Beixin Road and Bridge and Beijiang Jiaotong Construction, how many people dare to buy it?"
"As long as Mr. Su continues to lock up the position, what is there to be afraid of?"
"Hey...... These two checks are really fried, I will directly fill the position, expectations, emotions are still there, in the field, outside the market, and it is good, and there is no other main line with a sustainable money-making effect in the field to disperse the attention and capital of the two main lines of 'infrastructure' and 'state-owned enterprise reform', what dare not? These two checks are obviously not at the top in the current emotional and expected environment! ”
"One word, it's done!"
"In this wave, we have to wait until 2500 points to reduce positions, I don't believe it, such a strong market expectation, the Shanghai Composite Index can't even rise up to 3% of the range!"
"I hope to see Mr. Su continue to lock up his position today."
The news in the group was refreshed rapidly, and the investors were discussing fiercely.
Unconsciously, the market trading time has crossed 3 o'clock in the afternoon, and the rapid beating of the two markets has stopped.
After a full day of trading, the Shanghai Composite Index was finally fixed at 2437.63 points, slightly lower than the position at the opening, up 0.34%, and the Shenzhen Index and the ChiNext Index rose 0.21% and 0.18% respectively, basically maintaining flat, with a total turnover of 125.326 billion in the two cities, a slight decrease compared with yesterday.
Despite several major indices, the close was in the red.
However, compared with the high opening range at the opening, it is a significant downward trend, that is, on the daily K-line chart of several major indices, there is a negative trend with a shadow line, and the eight-consecutive yang situation has stopped, and the trend record of the nine-consecutive yang has not been achieved, overall...... Such a trend is slightly lower than the general expectations of the majority of investors in the market.
In addition to the performance of several major indices......
Market industry sectors, concept sectors, and individual stocks.
I saw that the absolute core of the market in the two cities, that is, the hottest area of the money-making effect, is still the two main lines of 'infrastructure' and 'state-owned enterprise reform', and the rest of the 'finance, cycle, consumption, medicine' and other fields, as well as the small and medium-sized board, the growth stock field in the direction of the gem, although a small number of stocks, have also performed, but the overall money-making effect, as well as the long-term sentiment and popularity effect, can be said to be far inferior to the two core main lines of 'infrastructure' and 'state-owned enterprise reform'.
Of course, in the two core main lines of 'infrastructure' and 'state-owned enterprise reform'.
There is also a certain differentiation in the market.
That is, many stocks in the main line field that have risen a lot before and are at a relatively high level in the market, but the concept is not so pure, and the fundamentals are not so good, and there are obvious signs of weakness in today's trend.
On the contrary, a number of popular and popular stocks with pure concepts, excellent fundamentals, and strong future expectations and imagination space, such as 'Huaguo Construction, Huaguo China Construction, Huaguo China Metallurgical, Huaguo Railway Construction, Huaguo South Locomotive, Huaguo North Locomotive, Huaguo Communications Construction' and a number of other value blue-chip stocks, as well as 'Beixin Road and Bridge, Shanghai Construction Engineering, Beijiang Jiaotong Construction, Huaxia Fortune, Kumho Group, Bayi Iron and Steel, Huaxin Cement's and other popular concept stocks, the trend is still like a rainbow, showing a continuous upward trend, and in terms of disk performance, the performance of the buying funds from all walks of life is also extremely strong.
In short, the market situation of 'the strong is stronger, and the weak are always weak'.
In today's market trend performance, it can be said to be vividly displayed, and at the same time, the majority of retail investors in the market have begun to further chase and increase their positions in the field of hot concepts and stocks.
In the face of such a closing situation, the majority of investors in the market, although some people are indeed a little disappointed, but on the whole we are still quite optimistic, and continue to maintain extremely high expectations and passion for the market outlook, especially in the afternoon Dragon and Tiger List announced, we see Su Yu's "wealth road", "Fusheng Road" two seats continue to lock up the situation, the expectation and passion in the heart, is more and more high.
However, in places that are invisible to the majority of investors, the undercurrent of bearishness has begun to surge.
That is, within the regulator, the meeting discussion on the resumption of market IPOs has been officially launched under the repeated requests and urging of leaders.
(End of chapter)