Chapter 831: Divergence of Trends and Emotions!

However, many groups in the industry, although still singing more.

However, judging from the data of the dragon and tiger lists of the two cities released at 5:30 p.m., the actual actions of these institutions in trading operations are not as good as the slogans shouted in their mouths.

According to the latest disclosed data of the two cities, as well as the balance of the two financial institutions.

Although the financing balance of the market is still increasing, the growth rate is significantly lower than that of last month, and in the face of the continuous short squeeze rise, investors' desire to continue to chase for financing is decreasing.

The dragon and tiger lists of the two cities show ......

Several core mainline popular weighted stocks on the list, on the buying and selling seats, there have been institutional fights.

That is, some institutions began to concentrate on selling chips, reducing positions and taking profits.

At the same time, what is striking is that the trading seats of the 'Zexi system' appeared in the selling seats of several stocks, with a total of 379 million selling funds.

Of course, like 'Huake Sugon', 'Bluestone Heavy Equipment', 'Yingkou Port', 'Shanghai Sanmao', 'Shanghai Ganglian', 'Great Wisdom'...... This kind of concept of leading stocks, the disclosed trading seats, is still relatively active, the market's well-known capital seats, still gathered on these stocks, for continuous undertaking long.

"The 'Zexi Department' has actually begun to reduce its position."

After browsing the trading data of the dragon and tiger lists of the two cities, as well as the changes in the balance of the two financial institutions disclosed by the market, at this moment, in the main Yuhang tour capital group where Su Yu is located, someone made a voice of obvious surprise: "It seems that Mr. Xu is a little bearish about the market trend of the follow-up market!" ”

"The check of 'Blue Stone Reloading' and the funds of the 'Rongcheng Gang' also left the market today."

"The capital of the 'Rongcheng Gang', this wave, on the stock of 'Blue Stone Reloading', probably made a profit of more than 50 million, right?"

"This share of funds, on the stock of 'Bluestone Reloading', has been several in and out."

"And every time you go in and out, you can make a lot of profits."

"I feel that the funds of the 'Rongcheng Gang', on the stock of 'Bluestone Reloading', are continuous and uninterrupted speculation, and the chips are dispersed and retreated, and the chips are concentrated, so they come in to do a wave, and it is still not very rational to judge the subsequent changes in the market with the trend of this fund."

"But at least it can explain that the check of 'Blue Stone Reloading' will be difficult to make room for upward movement in the future."

"The check of 'Huake Sugon', today's dragon and tiger list data, is okay, 'Changhong Road' is actually on this stock, and it continues to buy."

"If the check of 'Blue Stone Reloading' can't go up, the wave of 'Huake Sugon' is almost over, right?"

"I didn't see the seat of Zhang Mengzhu today."

"Zhang Mengzhu is now speculating in large-cap stocks, and there are not a few core mainline large-cap stocks on the list today, maybe Zhang Mengzhu participated, but it was not disclosed."

"Yingkou Port's check, there are still institutional owners to buy and participate today, do you dare to believe it?"

"Fake agency, right? Will the real agency take over in this position? ”

"The institution uses it, and it is not its own money, and it is not afraid of losing money if it is bought high."

"Even so, it's too outrageous to buy this check from Yingkou Port at this location, and I always feel ...... It was for a certain main fund to take over. ”

"Not really, right? The market popularity of this check in Yingkou Port is still very high, and the liquidity of the disk funds is also very large...... It should be easy to sell it in a centralized manner, and I feel that the institutions involved in the stock of Yingkou Port should be real institutions. ”

"It doesn't matter if it's a real institution or a fake institution, as long as the market logic is broken, no institution will work."

"The check from Yingkou Port should still be able to rise, right?"

"It depends on how the core main line of 'big infrastructure' is interpreted."

"However, today's trading seats of the 'Zexi system' appear in the selling seats of several core stocks in the popular main line field, which still affects the market bullish sentiment."

"Actually, if you look closely, it's not just the 'Zexi Department' that is actively selling in large quantities, but many institutional funds are also selling a lot of chips today."

"That's right, judging from the list of dragons and tigers in the two cities, the difference in funds is very serious."

"Fortunately, the relevant trading seats of Mr. Su's 'Yuhang Department' that everyone is worried about did not appear on the list of dragons and tigers in the two cities today, otherwise the follow-up market is really difficult to say."

"Mr. Su's 'Yu Hang Department' related trading seats did not appear, does this mean that the main funds of today's large-scale intraday sell-off should have nothing to do with the main funds of the 'Yu Hang Department'? Does it show that the main fund products of the 'Yuhang system' managed by Mr. Su are still in a state of full lock-up? ”

"You can guess ......"

"As long as Mr. Su has not reduced his position on a large scale and taken profit, and appears on the Dragon and Tiger list, the current bullish sentiment can be maintained."

"I don't know if you have found it, in fact, the disk trend and stability of today's concept ticket are obviously stronger than the core main line of a number of weighted stocks."

"Well, it's true that today's small-cap concept stocks are less divergent than the big ones."

"Looking at the exit of the 'Zexi system' again, I feel that the market style is going to change again?"

"Still converted, how to convert?"

"I feel that it will change from a market dominated by large tickets to a market led by small-cap concept stocks, after all...... The GEM index and the small and medium-sized board index are indeed too far behind the A50 index, and the A50 index already has a great probability of a pullback. ”

"Wouldn't it? Why do I feel that the core main line of the market will closely follow the development of the core main lines of 'big finance', 'big infrastructure' and 'military industry'? ”

"The main line will definitely continue to develop along the main line of 'big finance', 'big infrastructure' and 'military industry', but the hype style of the market's large and small tickets will definitely change, and today's A50 index closed up in the last month or so, which should be weaker than the Shanghai Index for the first time in more than a month, right?"

"It seems that it is the first time that it is weaker than the Shanghai Composite Index."

"Regardless of whether the market style will change in the future, at least for now, it should be a relative risk signal."

"There is a lot of difference between the main funds in the field, and I feel that it is difficult for the index to continue to concentrate on breakthroughs."

"Most of them will retrace sideways to the major moving averages below, right?"

"If the index is sideways, it is indeed necessary to stay away from heavy-cap stocks."

"The index is sideways, which is generally the time when small-cap concept stocks are concentrated, right? If the market really develops like this, the next ...... It's going to be light on the index and heavy on individual stocks. ”

"I feel that in the future, if the index is sideways and the focus of speculation should shift to the sub-IPO and film and television media fields."

"Will the branch line of 'sub-IPO' continue to speculate?"

"Definitely, the issuance rules of 22 times PE give the new shares a natural opportunity for speculation, and compared with other stocks in the entire market, the chips of the new shares are very clean, which is naturally conducive to the speculation of short-term main funds."

"In the 'sub-IPO' sector, there should be a new leader, right?"

"I also think that the 'sub-new stocks' sector should also enter the form of 'high and low switching'."

"Anyway, in this position, I don't dare to get on the two checks of 'Blue Stone Reloading' and 'Huake Sugon'."

"These two checks are already a feast for shareholders."

"Judging from the data of the balance of the two financial institutions and the dragon and tiger list, the next market situation will definitely not be as optimistic as expected by the vast majority of investor groups in the current market and industry institutions, but it will not be too pessimistic, after all, the follow-up major benefits will follow."

"The main thing is to wait for the news of the central bank's interest rate cut and RRR cut, right?"

"Don't worry, look at the direction of the wind, this blockbuster will definitely come."

"In short, at this time, it should be right to avoid stocks that have risen high and overdrawn a large number of expected weighted stocks."

"It's still more flexible, safer, and more flexible."

"At present, I think the check of 'Shanghai Sanmao' will have a greater chance to come out in the future, of course, the check of 'Shanghai Ganglian' is also good."

"The opportunity of 'big infrastructure', at this time, should be better than 'big finance', right?"

"It should be said that the 'big infrastructure' has been fully adjusted in front of it, and now from the perspective of the chip structure, it is better than the chip structure of the 'big finance'."

"The securities sector does have a strong demand for adjustment."

"The line of 'big finance', supported by the expectation of the central bank cutting interest rates and RRR cuts, should not fall for the time being, and it can only be said that it is relatively difficult to rise."

"It's safer to go on the 'sub-IPO' branch."

"That's right, in the non-popular main line field, there is no emotion, there is no main capital to follow the trend, and in the popular main line field, many votes have begun to diverge, and they are already at a relatively high level, it seems to be ...... It's really only the near-end sub-new stocks, with clean chips, good long sentiment, and the potential for continued speculation. ”

"Then do the line of 'sub-IPO'......"

"Yes, continue to do the line of 'new stocks', although it is impossible to continue to chase the popular weight of the main line of 'big finance' and 'big infrastructure', but this position, rash large-scale reduction of positions, is also a risk, after all, it is difficult to take back at a low level."

In the midst of ongoing discussions......

With the rapid refresh of the news in the group, and everyone's interpretation of the data of the market dragon and tiger list.

The places where other investor groups gather on the whole network, as well as within various institutions, and on the homepages of various financial media websites, a lot of bullish and singing remarks are still increasing, and the bullish sentiment of the market is still continuing to ferment, and the call and certainty of the bull market are continuing to increase.

And, in the evening.

Whether it is about the core concept of 'On the Road of the New Era, the Maritime Silk Road'.

It's still about the main areas of 'big finance' and 'big infrastructure'.

The relevant macro benefits are still being released from the direction of the regulator, further stimulating the bullish sentiment of the market and further deepening everyone's recognition and expectation of the market bull market pattern.

And it's in the midst of this emotional fermentation.

In the evening, the stock market in the European market and the stocks in the American market continued to open higher and move higher, opening up new space.

At the same time, about Friday's Federal Reserve interest rate meeting, many dovish remarks related to the increase are also increasing, and many large global institutions have expected that the Federal Reserve will not easily start the pace of interest rate hikes in this round, and it is likely that the original interest rate will remain unchanged, giving the global economy recovery and continue to add some breathing time.

Due to the excellent performance of the external market movements.

When the time came the next day, Wednesday morning, December 3rd.

Other stock markets in the Asia-Pacific region that opened earlier than A-shares, whether it is the stock markets of Japan and South Korea, or the stock markets of Southeast Asian countries, all followed the trend of U.S. stocks and opened higher at the same time.

This has further increased the fermentation of pre-market sentiment and made everyone have higher expectations for the opening of the market.

However, it is often difficult to achieve the expectations of the market consensus.

When 9:15 came, the two cities entered the call auction stage.

The whole market, however, did not achieve a large higher opening pattern as everyone expected and expected, but generally opened slightly higher in the red market.

Moreover, there are several core main lines that have been focused on by everyone and are hotly discussed.

Among the three core main areas of 'big finance', 'big infrastructure' and 'military industry', a number of related industry sectors and concept sectors are all signs of a slightly red market, and on the disk of related core stocks, the performance of long and short forms is still fierce, and the divergence of funds has not been eliminated.

At the same time, a number of non-popular main lines.

Such as 'big consumption', 'non-ferrous cycle', 'petrochemical'...... and other marginal mainline areas.

has not been cared for by the main funds, and the disk is still terrifyingly deserted.

This shows that the market style of the two cities has not changed, and the market is so weak, mainly because a number of weighted stocks and popular concept stocks in several popular main line areas have gathered too many short- and medium-term profits and unhedging orders, suppressing the continued outbreak of the market.

Then, the clock ticked to 9:20.

I saw that after a large number of false pending orders were cancelled, the two markets were presented, compared with 9:15, at the beginning of the two market call auctions, there was no recovery, but many popular stocks on the disk, the long and short divergence is getting bigger and bigger.

Finally, continue with the five-minute call auction.

At 9:25 a.m., the call auction between the two cities ended.

I saw the final presentation of the two markets, the Shanghai Composite Index only opened 0.21% higher in the red market, and the Shenzhen Index, the ChiNext Index, and the small and medium-sized board index opened between 0.05% and 0.15%, and only achieved a slight red disk, as for the A50 index, it did not show an independent strong attitude today, and only opened 0.14% higher in the red disk.

In addition to the index performance, other popular main lines, as well as the performance of popular stocks.

'Building decoration' and 'building materials' two major industry sectors continued to open high to lead the industry sectors of the two cities, and then followed by the 'film and television media' sector rose again, and at the moment of opening, it became the third industry sector in the two cities.

In terms of conceptual plates.

The 'sub-IPO' sector was unbeatable, opening 1.12% higher, leading the conceptual theme sectors in the two cities.

Then, after the 'new shares' sector, the two major conceptual theme plates of 'New Era Road, Maritime Silk Road' and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises' were among the top gainers.

In terms of popular stocks......

'Sugon' opened 2.98% higher; 'Blue Stone Heavy Loading' opened 4.65% lower; 'Shanghai Ganglian' opened 2.33% higher; 'Yingkou Port' opened 4.22% higher; 'Shanghai Sanmao' opened sharply higher at 7.13%, 'Straight Flush' opened flat, and 'Great Wisdom' opened 0.79% higher...... In general, the opening pattern of a number of popular stocks has also fallen back from the hot state of the previous few trading days.

It's also a bit less than many investors who pay attention to these popular stocks expect. (End of chapter)