Chapter 789: Stagnation in Quantitative Performance!
"The turnover is more than 940 billion, compared with yesterday, there is no too obvious amplification trend, it seems that ...... In this position, the market is indeed a bit of a peak in terms of volume and performance. ”
After the closing of the two markets, countless investor groups inside and outside the market have resumed.
In the internal group of Yuhang Youzi where Su Yu is located, there are bigwigs of Youzi who can't help but sigh in a brief review: "If the amount of energy can't be further expanded, then ...... Next, if the Shanghai Composite Index wants to continue to open a new upward height, it will not be so easy to hit the 3600 points, 3700 points, and even 4000 points. ”
"The volume of more than 940 billion can perform, which is not bad."
"After the most radical batch of incremental funds has basically entered the market, the subsequent sources of incremental funds are mainly provided by the potential investor groups outside the market, and it is not easy to attract potential investors outside the market, so that those who do not know much about the stock market and stocks are not easy to enter the investment, so it is normal for the growth rate of the amount to gradually slow down."
"The continuous increase of volume and energy still needs time to react and the market to continue to make money to stimulate it!"
"It seems that the trillion-dollar turnover of the two cities is a hurdle!"
"Trillion turnover must be an important hurdle, in the central bank has not clearly released water, macro monetary fundamentals have not been clearly loosened, the flow of funds into the stock market, want to reach an average of more than one trillion, it is still more difficult, in addition to those potential novice investor groups, in fact, mature investor groups, at this time...... Basically, they have already entered the market, and it is difficult to have a large-scale influx of incremental funds in this group. ”
"That's right, after a month of continuous short bombardment in the market, the investor groups in the market, whether they are retail investors, large investors, floating capital, institutions, positions should have been added, in other words, at this time, the potential bullish power of the market compared with the previous half a month, but gradually decayed, and the potential short power, with the rapid increase in short-term profits and unhedging in the market, is gradually increasing."
"In short, when the macro monetary policy is not clear, and the macro monetary liquidity is not further easing, or improving, this time...... I still can't have too high expectations for the market outlook! ”
"Yes, I originally thought that the peripheral market would go well, and it would be easy for A-shares to continue to break through, but now I look at ...... Still too optimistic. ”
"Today's market trend, many people guessed the opening, but they didn't guess the result, right?"
"In fact, the trend of the disk in the morning, the offensive is still very good and fierce, that is, the performance of the volume and energy has not completely kept up, which has led to the collective decline of the disk in the afternoon."
"There are still too many short- and medium-term profits, unhedging orders, and floating hedging chips, which have caused huge pressure on the upward movement of the disk."
"I don't blame the disk pressure caused by profit-taking, unhedging and partial hedging stop-loss."
"If the market wants to continue to rise healthily, and if you want to continue this bull market situation, then ...... These profit-taking, unhedging, and hedging chips should have been cleaned up, so ...... I don't think there's anything wrong with today's market trend, but at this stage, if the index continues to hold high and keep overdrawing the market's sentiment and expectations, I don't think it's good. ”
"Indeed, in the absence of a major improvement in the macro capital situation, without strong sustained heavy positive support, continue to raise and fight, continue to overdraft the market's sentiment, but will cause the market to make short-term profits, as well as the pressure to unhedge chips."
"It will also cause a more drastic market correction, right?"
"'Long Cow' is better than 'Mad Cow', just right...... The index slows down a bit, so I can raise money and buy stocks well. ”
"The more the market goes, the greater the volatility will be, and if it goes relatively slowly, then the trend will be relatively stable, as long as the market remains in the overall bull market trend, no matter how the index goes, whether it is a sharp rise or a slow rise, whether it is a continuous short squeeze, or three steps and two turns, I don't think the problem is big, continue to hold shares with peace of mind."
"In the current market, everyone should be waiting for the market rumors, the central bank's interest rate cut and RRR cut in December, right?"
"What we are waiting for is not the central bank's interest rate cut, RRR cut, but the complete transformation of the entire macro monetary capital side, as long as the monetary liquidity, from the previous tightening, into an easing state, the banks, financial institutions can be transferred into the continuous release of water, not to mention the market trillion turnover, even if the turnover of 1.5 trillion, or even higher market turnover, I think it is worth looking forward to."
"Haha...... Agree! ”
"In general, the market today's rise and fall, although it hurt the overall bullish sentiment of some markets, but it has not changed the trend, and it is not a big problem."
"Naturally, the problem is not big, after all, the money-making effect of the two cities is still bursting!"
"You can continue to light the index and focus on individual stocks."
"The main line market is still maintained in the core main 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 RRR cut in December has not landed, and the expectation of the easing of monetary liquidity has not yet been clarified, or officially realized, then the entire main line of 'big finance' will definitely remain in a radical expectation, and 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 securities, banking, and insurance major industry sectors is continuing to decline, which shows that many of the main holding funds accumulated in these industry sectors and the corresponding weighted core stocks have begun to take profits."
"In the past month, the net inflow of the main line of the entire 'big finance' and the main capital has reached at least a total of more than 100 billion yuan, and the impact of this continuous attenuation will not be great."
"The impact will not be great, but at least it is a turning point in the performance of the market!"
"This shows that the line of 'big finance', high-standard concept stocks that focus on speculation, and core leading stocks, have begun to enter the short- and medium-term risk premium stage, right? Or rather...... It should be not far away from a short-term drastic adjustment node like November 10. ”
"I think it's time to enter the short- to medium-term risk premium stage."
"At least today's 'straight flush' check, it seems to have entered the short-term risk premium stage, sealed twice has not been sealed, it is enough to show that the disc divergence of this check is indeed so big that it is difficult to support the stock to continue to attack strongly, and it also shows that in this position, the long and short forces have fallen into a huge game stage."
"There are a lot of stocks with a similar pattern to the 'straight flush' today."
"On the whole, the divergence of the main line of 'big finance' is small, relatively speaking, the divergence of many popular core stocks in the main line of 'big infrastructure' and 'military industry' is still obviously larger."
"However, there are exceptions, such as the check of 'Huagong International', today's trend is quite strong."
"I seriously doubt that the check of 'Huagong International' has potential benefits, otherwise...... With such a large circulating volume of this check, there is no reason to go so strong, and I haven't heard that the performance of this check has reversed? ”
"The logic of the check of 'Huagong International' is still the two core conceptual themes of 'Eurasian Economic Belt' and 'On the Road of the New Era, Maritime Silk Road', right? To study why this check has been so strong recently, I think that if you look in the direction of these two core conceptual themes, you should be able to find specific logic and reasons. ”
"Regarding the two major conceptual themes of 'Eurasian Economic Belt' and 'Maritime Silk Road in the New Era', are there any special benefits recently?"
"Hey...... If you want to say that it is good, there are really a lot. ”
"The strategic planning for the development of macroeconomic development at the level of national love is certainly not lacking in policy-oriented benefits."
"I heard that next month, there will be a national-level summit on the 'Maritime Silk Road in the New Era', which should be supported by this important positive expectation, right?"
"Isn't it the many investment projects of 'Huagong International' abroad that are supporting the speculation logic of this stock?"
"No matter what the logic, this check is such a large circulating volume, change me...... I'm not going to get on 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 the entire 'big infrastructure', and its current impact on the core main line of 'big infrastructure' is no less than the impact of the check on the 'big finance' main line and the market trend of the securities sector."
"Yes, you don't have to participate in the game, but you have to pay attention."
"In fact, the short-term emotional target is mainly the two checks of 'Blue Stone Reloading' and 'Huake Sugon', right?"
"From an emotional point of view, it must be these two leading stocks."
"In today's market pullback, the only thing that is conducive to short-term sentiment should be the divergence of the trend of the check of 'Bluestone Reloading' and 'Huake Sugon', which is not as big as the previous two days, right?"
"To be honest, it is a bit surprising that today's 'Huake Sugon' can get out of such a large amplitude fluctuation and still maintain the situation of closing in the red plate."
"Indeed, looking at the trend of the check 'Sugon' in the morning, I thought it was going to fall again."
"Did anyone in the group copy this check?"
"There should still be a few group members who copied the bottom, right? In fact, after careful analysis, the check of 'Huake Sugon', the wave of rapid decline in the morning, is really a buying point, but unfortunately my funds are basically concentrated in the stock of 'Straight Flush', and 'Straight Flush' should not have reached a clear selling point at present, and it is impossible to divide the position into the stock of 'Huake Sugon'. ”
"'Huake Sugon' does have a little bit of a sense of stopping the fall and rebounding today."
"If nothing else, investors who buy the check of 'Huake Sugon' in today's green market state should obviously have a certain premium and be able to make money."
"I still hope that the check of 'Huake Sugon' can quickly further condense the money-making effect."
"That's right, if the two big demon new stocks of 'Bluestone Reloading' and 'Huake Sugon' can go hand in hand again, then the short-term hype of the market, as well as the short-term money-making effect, should continue to go crazy, only the demon stocks play speculation space, and other stocks in the market have better room to make money!"
"That's the truth......
"In addition to these two checks, today's 'Shanghai Ganglian' check, can get out of the situation of the board, it is also very noteworthy, I feel that this 'old demon stock' is basically going to double the space again."
"The check of 'Shanghai Ganglian' is indeed noteworthy, this check has basically not followed the 'Internet finance' sector for a period of time, and the current check is ...... Not to mention other factors, there is also some room for making up for the increase in the index of the 'Internet finance' sector alone. ”
"Relatively speaking, I think that participating in the stock price game of 'Shanghai Ganglian', at this time, it is still significantly greater than that of high-standard and high-level leading stocks such as 'Flush'."
"'Blue Stone Reloading' has shrunk today compared to yesterday, and it feels a little accelerated."
"I hope that the check of 'Blue Stone Reloading' will change hands naturally, but don't speed up the word board, otherwise the market will most likely be broken."
"The capital of the 'Rongcheng Gang', in the past month, has earned really comfortably on the demon stock of 'Blue Stone Reloading'!"
"I have to say that this capital is still very good."
"I don't know if the funds of the 'Rongcheng Gang' are gone today?"
"You shouldn't have left, right? If you go...... today's trend of the 'Blue Stone Reloaded' check should not be so stable. ”
"Whether you go or not, you'll know later."
"Yingkou Port and Dalian Heavy Industry are not paying attention to these two checks? What do I think of these two checks...... Came out too? ”
"The check of 'Yingkou Port' is already the third wave of hype."
"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 emotional vane and short-term speculation space in the main line of 'big infrastructure', right?"
"It can be said that the current expectation is not clear what kind of height the 'Yingkou Port' check can go, and this check ...... To be honest, there is still a slight lack of some hard logic. ”
"On the whole, the best short-term money-making effect has to be the 'sub-IPO' sector."
"Indeed, in the past two months, most of the bull stocks in the market have come from the 'sub-new stocks' sector!"
"The opening height of new shares is also getting later and later."
"The number of subscribers for new shares, as well as the amount of funds frozen every day, are also increasing!"
"On the issue of frozen funds for new share subscriptions...... Could this factor be one of the reasons why it is difficult for the market turnover to continue to break through? ”
"There must be an element of this, but this factor is not the root cause."
"Anyway...... As long as the pattern of the market bull market has not changed, and the sentiment of short-term speculation and the money-making effect have not been reduced to an obvious low, then the current market is still worth participating in and playing. ”
With the rapid refresh of the news in the group, as well as the interpretation of the market by many bigwigs in the group.
In the heated discussion of countless investor groups inside and outside the market.
Market hours, imperceptibly, have come to 5:30 p.m.
I saw that the list of dragons and tigers in the two cities was refreshed, and at the same time, there was also the balance data of margin financing and securities lending in the two cities, and according to the data disclosed by the market.
You can see it......
The financing balance of the two cities, compared with yesterday, has increased by more than 10 billion yuan.
As for the refreshed list of dragons and tigers in the two cities, the number of stocks on the list is basically the same as yesterday, and the popular stocks that everyone pays more attention to and discusses, such as 'Flush, Bluestone Heavy Equipment, Huake Sugon, Yingkou Port, Shanghai Steel Union, China Airlines Heavy Machinery ......' are still on the list. (End of chapter)