Chapter 835: The Divergence Between Long and Short Grows Further!

At 1:01, the Shanghai Composite Index rose rapidly, and a number of core weighted stocks in popular main line areas such as 'big finance', 'big infrastructure', and 'military industry', as well as leading stocks of popular concepts, also ushered in a large number of long funds, and the stock price rose rapidly.

At 1:02, many mainline stocks in the morning continued to rise.

At 1:10, the Shanghai Composite Index once again expanded to around 1.5% of the intraday gain, and the "big finance", "big infrastructure", "military industry" and other core main line areas of popular stocks, are also to the morning intraday high position to attack, the market's money-making effect, in the bullish sentiment continues to brew, fermentation, there is still no obvious recession.

At 1:20, the Shanghai Composite Index once again refreshed a new intraday high.

However, when the Shanghai Composite Index refreshed its new intraday high, the weighted stocks of the major popular main lines also returned to near the intraday highs set in the morning.

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

As a result, after 1:20, the market trend of the two cities began to fluctuate and fall again, and the selling power of many stocks began to suppress the buying force again.

At 2 p.m., the Shanghai Composite Index regained 1.10%.

At 2:20 p.m., a number of core and main line hot concept stocks in the market have dived in large quantities, among them, the "Huake Sugon", "Yingkou Port", and "Shanghai Ganglian", which were originally blocked by the price limit, were quickly fried and fell.

At 2:30 p.m., the Shanghai Composite Index fell below the 1% gain, and the number of stocks that naturally changed hands in the two cities within the day also fell below 40, and the overall money-making effect declined rapidly.

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

I saw that the Shanghai Composite Index rose back to 0.76% to close, while the Shenzhen Index and the ChiNext Index, although they also maintained the state of closing in the red market, but the intraday increase was only about 0.45%, and even the slightly stronger A50 Index also slipped below 1% in the day.

As for the popular main lines of the market, as well as the performance of popular individual stocks.

I saw the main line of 'big finance', 'big infrastructure' and 'military industry', all falling rapidly at the end of the market, and the 'securities' and 'Internet finance' sectors, which were once led by the rise, were once again lagging behind the building decoration, building materials, and new stock plates.

And like 'Huake Sugon, Bluestone Heavy Equipment, Great Wisdom, Flush, Yingkou Port, Shanghai Ganglian, Huagong International, Western Securities, Harbin Investment Capital ......' and other market investor groups have paid high attention to the main line of popular stocks, and they have all walked out of the form of huge shocks in the day.

Among them, the check of 'Blue Stone Reloading' has an intraday amplitude of more than 10%.

In the face of such a closing result in the two markets......

The vast number of investor groups inside and outside the market are somewhat disappointed.

In particular, many investor groups who are chasing high and increasing their positions in the intraday have frowned at this moment, and a lot of complaints have gradually emerged.

"What about the bull market? Is this how the bull market goes? ”

"Hey, it's really uncomfortable to chase high today."

"I didn't expect the end of 'Huake Sugon' to blow up the board, and the market feels weaker again, why is this?"

"What's the matter, it's gone up too much."

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

"As long as it's still on the upswing, I don't think it's a big problem."

"Most of the market is in this position, so it's going to be shocking and resting for a while, right?"

"Again, the market pullback is for a better rise, I don't think it's a big problem, firmly hold the chips, and after the market is sideways, it will definitely continue to skyrocket."

"Hey, aren't your demands and expectations too high? The Shanghai Composite Index can't skyrocket every day, right? I think it's good to be able to keep the red plate. ”

"Agreed, in fact, it has been soaring for so long, and now it can continue to be red, which is already a strong performance."

"According to the technical shape of the market, it should have been adjusted a long time ago, but now...... The trend that should be adjusted can still maintain a sideways shock, which is a sign of market strength. ”

"Insist that Qingshan is not relaxed, in the bull market, if you want to be profitable, you have to be able to hold the chips."

In the fierce discussion of a group of retail investors.

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

It's in this collision of emotions and opinions.

Subsequently, at 5:30 p.m., the balance data of the two cities was refreshed synchronously with the data of the dragon and tiger lists of the two cities.

I see the data disclosed according to the market.

The financing balance of the two cities, compared with yesterday, has risen by about 7 billion.

On the list of dragons and tigers in the two cities, "Huake Sugon", "Blue Stone Heavy Equipment", "Great Wisdom", "Yingkou Port", "Shanghai Sanmao", "Shanghai Ganglian" ...... and other stocks are on the list.

It's just that these market's most popular leading concept stocks are on the list.

On the trading seats disclosed by it, the difference between the buying and selling of the main funds is obviously greater than yesterday, and of course, the net selling amount of the main funds is still not large.

This shows that the main funds are divided here, but they are not collectively bullish on the market.

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

The check of 'Huaguo MCC' also appeared on the list of dragons and tigers in the two cities today, and the seats of 'Zhang Mengzhu' continue to be sold.

At the same time, the relevant trading seats of the 'Zexi system' also appeared on the list of seats sold on the Dragon and Tiger List of the two cities.

However, the trading seats related to the 'Yuhang system' that everyone focuses on are still nowhere to be seen today.

In the face of the data performance of the two cities......

Su Yu is located in the main group of Yuhang tourists, and the active investors have gradually increased their views on the market.

"Zhang Mengzhu and the chief helmsman continue to sell, it seems that the two bigwigs are indeed bearish on the market outlook!"

"I can't say that, the two bigwigs sold today, in fact, there is not much, this selling amount, it is very likely that it is in the adjustment of positions and stock exchanges, it can only be said that Zhang Mengzhu is not very optimistic about the follow-up trend of the check of 'Huaguo MCC', and it can't be said that he is not optimistic about the entire market outlook, right?"

"The selling action of the two bigwigs on the dragon and tiger list is indeed noteworthy, but I think the overall trend of the market can still remain optimistic, after all, on the dragon and tiger list of the two cities today, the major major institutions are still the main undertaking funds, and the overall trading volume disclosed by the dragon and tiger list can be on, and there is no trend of a large net outflow of main funds, but the divergence of market funds has increased."

"Yes, it's just that the market divergence has increased, and everyone remains optimistic about the overall market trend."

"Such a divergence in market funds, as long as the main funds of the 'Yuhang Department' led by Mr. Su are not net sold on the Dragon and Tiger list on a large scale, causing a sudden change in the market's sentiment, I don't think the problem is big, the market has been rising for so long, and there should be a certain divergence in this position."

"Pessimistically, the market is in this position, at most sideways shocks to digest the chip structure, and it can't fall."

"There are so many funds that want cheap chips on the sidelines, and the market simply does not have the conditions to fall."

"The greater the divergence here, the greater the probability of a subsequent breakthrough in the market, continue to fluctuate, I just happen to have a sum of money, which will be in place next week, at this time, the index must not rise, and then rise when my funds are in place."

"However, for two consecutive days, the performance of the core main line of 'big finance' is not as good as the line of 'big infrastructure', which should be worth paying attention to and being vigilant about, right?"

"The core theme of 'big infrastructure' has been really strong recently."

"The line of 'big finance', which has been relatively weak in the past two days, has continued to dive and fall at the end of the day. Before the news lands and the benefits are clear, I feel that this big main line does not have the opportunity to continue to break through strongly, but it ...... As long as the bull market continues, and the market's turnover, as well as the financing balance, continue to rise, then we can continue to be strongly bullish on the core main line of 'big finance'. ”

"The internal profit plate of the 'big finance' line is a bit too much, and the current positive is not clear, so it is completely understandable that the volatility here is more violent."

"However, the line of 'big finance', although some of the benefits are not clear, and the intention of the main funds to continue to attack is a little weak, but after all, it is still rising, I think this trend pattern is better than continuing to force short rises and forcibly pile up profits."

"I feel the same way......"

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

"So, let's hold on to it!"

"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 theme of 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises'...... It is very likely to surpass the previous waves of the main upward market. ”

"There is also the concept of the 'Shanghai Free Trade Zone', which is also very noteworthy."

"That's right, the line of 'Shanghai Free Trade Zone' has also been very strong recently."

"From the analysis of various factors in the market, at this time, we should not be too optimistic, but we must not be pessimistic, and we are optimistic that the market will continue to fluctuate and slowly rise."

"In fact, I think that the index will slowly fluctuate upward, gradually digest the accumulated profits, and continue to adjust the chip structure while digesting the profits, which will be better than the previous continuous short trend, and at the same time, this trend has a firmer foundation and healthier."

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

"Now, since the market has formed a consensus expectation of a bull market, and most of the active funds are entering 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 RRR cut will land?"

"No matter what time it is, it shouldn't affect the continued bullish trend of the market."

"Agreed, in fact, you don't have to care about so many off-market news factors, just buy it and hold the chips, just wait patiently for it to rise."

"That's right, if it's a bull market, then the stocks on the market will definitely rise in the end."

With the rapid refresh of the news in the group, as well as the in-depth analysis and subsequent market interpretation of the market after the market of many active investors in the group.

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

That is, although everyone began to gradually reduce their expectations for the short-term market trend of the market, they still have firm optimism about the long-term bull trend of the market and the bull market pattern, and they are relatively aggressive in terms of positions and transactions involved.

As a group of institutions with high market awareness.

After the announcement of the financing balance and the data of the Dragon and Tiger List of the two cities, the intraday turnover of the two cities has been infinitely close to the trillion mark.

is still brainless and sings more.

And many industry institutions, a number of market analysts, investment consultants.

It is also recommended that the majority of investor groups inside and outside the market increase the investment weight of the stock market, and it is recommended that everyone allocate corresponding positions at the end of the year.

And, among the recommendations of the investment advisors of these institutions.

The stock investment direction and theme direction that these people suggest retail investors to allocate capital have all become the two core main lines of 'big finance' and 'big infrastructure'.

In other words......

Among the major capital institutions, there are more and more people who are optimistic about the development of the main line of 'big finance' and 'big infrastructure'.

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

Moreover, there are more and more analysts and investment consultants who compare the market trends of these two main lines with the market trend of the last round of bull market, that is, the market trend of 'big finance' and 'big infrastructure' in the market trend stage of 06 and 07, and there are more and more analysts, investment consultants, and everyone is shouting the slogan of financial value revaluation and new infrastructure era.

In this kind of market disk, the actual divergence began to increase and gradually weakened.

However, 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 trend of the external market also continued to open higher and move higher.

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

All kinds of foreign financial institutions, in terms of expectations, have made a judgment that the Fed will not raise interest rates at the next interest rate meeting, which provides stronger confidence in the global financial market.

It is under the simultaneous brewing and fermentation of this kind of domestic and foreign long-term sentiment.

The next day, December 4th, arrived on Thursday.

As expected before the market, at home and abroad, all under the stimulus of good news, the two cities achieved a strong sharp opening, and even almost hit a new annual high directly in the high opening trend.

However, despite the mood brewing, the two cities have achieved a strong sharp opening.

However, when everyone thought that the Shanghai Composite Index would open higher and break through strongly, just like last night's U.S. stock market trend.

After the official opening of the market.

In less than half an hour, it returned to the flat position of yesterday's close, so that a large number of retail investors who chased higher at the beginning of the session suffered a certain degree of loss, so that a large number of investors with high expectations were fully disappointed. (End of chapter)