Chapter 800: Further Concentration of Active Main Capital Groups!
"I think as long as the money-making effect of the market continues, there is basically no problem." Hearing Zhao Zhongming's emotional voice, Yi Xiaopeng, the leader of the fund trading team who sat next to Zhao Zhongming and carefully stared at the changes in the two markets, said, "The position of 3600 points, although there is a certain amount of pressure, but it is definitely not as difficult as 3500 points to break through, and at this moment, the market trend of the two city indexes, as well as many popular leading stocks, is not already recovering the previous diving decline?" I think...... At the end of the day, the index may close near its intraday high. ”
Zhao Zhongming frowned slightly, his confidence in the performance of the market and the follow-up trend was not as optimistic as Yi Xiaopeng, and after a little pondering, he took a long breath and continued: "Although the entire trend of the current market has not yet shown any signs of change, and the entire upward breakthrough trend is still in a state of acceleration.
But under the interpretation of the bullish sentiment that continues to be hot.
This afternoon, the current market trend, the amount of funds can be performed, and the active trading actions of the main capital groups in the market are not so optimistic.
In about 1 hour, the entire main line of 'big finance'.
The main capital group has already had a net outflow of billions of dollars, although a number of popular weighted stocks in the main line of 'big finance' have basically hit a new high of the year and a new intraday high today, but I always feel that the chip structure in the direction of this main line has been loosened. ”
"Loose chip structure?" Yi Xiaopeng was slightly stunned, then took over and said, "It should be ...... Not really, right? I feel that most of the funds currently sold are still short-term profits, as well as those undetermined positions are just floating chips, such as 'Yuhang Department', 'State-owned Assets Institutions Department', 'Insurance Bank Asset Management Department' and other major institutional groups that mainly focus on medium and long-term investment logic, and their main positions should not have changed much.
and short-term profits, as well as those that are not firm hedging and unhedging.
Even though the temporary concentrated selling will bring some upward pressure to the market market, it will certainly not be able to change the actual trend of the market in terms of the overall situation.
Moreover, after a large number of these unfirm hedging disks, unhedging disks, and profit-making disks are floating.
On the contrary, the pressure on the market will be reduced.
It will be easier for the index to break through as the index continues to progress in volume and energy, and the potential investor group outside the market continues to enter the market.
So......
I think this wave of market just now is a more fierce pullback and downward trend.
For the current overall market trend, it should still be a positive feedback, which cannot substantially suppress the upward trend of the market, let alone change the actual trend of the market. ”
"Well, I hope it's as you say." Although Zhao Zhongming did not believe that the trend of the market would change so easily, he still sighed worriedly and replied casually, "Our current position in fund products can no longer be continued, and we still have to leave a part of the liquid cash to cope with unexpected changes in the market." ”
"Don't you continue to take positions?" When Yi Xiaopeng heard Zhao Zhongming's words, he still felt a little pity in his heart.
After all, from his point of view at the moment......
He believes that after the market has just dived and adjusted, this moment is just a good buying point.
Zhao Zhongming nodded and said: "Let's keep a static position first, let's see the last trading period at the end of the market, how will the index and the major popular main lines and popular themes go in the direction of the market.
That means that this wave of diving in the market should be the benign adjustment you just mentioned.
It also shows that the pressure of 3,600 points on the Shanghai Composite Index, as well as the pressure of many profit-taking, unhedging, and floating hedging orders, does not interfere too much with the trend of the index and the main market, so ...... Tomorrow, or later, we can continue to follow the aggressive trading strategy.
But if in the subsequent late time.
The market index, as well as the stocks related to the major popular main lines and popular concept sectors, have further fallen, or if they are rapidly falling in the late session......
Then the overall market situation, as well as the money-making effect, may change significantly.
In this way, we should gradually turn to a conservative investment strategy and trading strategy, and the main investment goal should also turn to control the drawdown of the net value of our fund products in the market adjustment. ”
"Okay!" Yi Xiaopeng nodded.
Subsequently, the eyes once again turned to the two markets that were trading fiercely.
I saw that with the short conversation between the two and the short analysis of the market situation, at this time, the trading time of the two markets has entered about 2:40.
Within 10 minutes of the end of this dive, the Shanghai Composite Index has risen to the 1.80 mark.
The Shenzhen Index and the ChiNext Index also rebounded to above the 1% mark.
Among them, the A50 index has also returned to the 2% growth position.
As for the performance of a number of popular main lines, popular concept plates, as well as a large number of popular stocks and weighted leading stocks.
The pattern of the two major core hot main lines of 'big finance', 'big infrastructure', 'military industry', 'film and television media', and 'sub-new stocks' has not changed, but the net inflow of main funds in the major main line areas and related hot sectors is still slowly declining.
Moreover, among the popular and non-popular main line fields.
The trend of differentiation is also becoming more and more obvious.
That is, "big finance", "big infrastructure", "military industry" and other popular main line areas of related industry sectors, concept plates, as well as a large number of popular stocks, weighted stocks, although the disk gains in the diving, basically all are rising, but the volume and price are slowly diverging.
At the same time, many non-popular stocks that are already at low levels.
At the time of the previous dive, I didn't follow the dive, but at this moment, the market rebounded as a whole, but it rebounded collectively.
Generally......
There is the main capital in the field, and at this moment it is shifting in the direction of 'high and low switching'.
At the same time, there are also active main capital groups in the market, which are increasingly concentrated on the popular leading stocks of the hot main line.
At 2:41, 'CEFC Securities' returned to the intraday 6% increase mark, but at the same time, the stock of 'Founder Securities' was still falling, and the stock price changed from a 0.83% increase in the red plate ten minutes ago to a 0.32% decline, turning from red to green.
At 2:42, 'Huaguo Construction' also returned to the 5% growth mark.
However, at the same time, the check of 'Tianshan Cement' also continued to fall, and the disk turned from red to green.
At 2:43, the stock prices of the popular core stocks in the "national defense and military industry" sector, such as "China Airlines Shenfei", "China Airlines West Flight", and "Aviation Power", continued to rise, showing a rapid rebound trend after diving, but relatively weak stocks such as "Yaxing Anchor Chain", "Huaguo Heavy Industry", "Huaguo Shipbuilding", and "Huaguo Great Wall" continued to fall.
At the same time, banking, insurance, commercial real estate development, public transportation and other industry sectors.
The market trend between popular stocks and non-popular constituent stocks has also shown a clear divergence pattern.
And through these phenomena......
It can be clearly perceived in the three core main areas of 'big finance', 'big infrastructure' and 'military industry'.
The active main capital group has been further concentrated, and further concentrated on the weighted hot stocks and industry leading stocks with strong trends, strong money-making effects, and strong capital follow-up. (End of chapter)