According to the disclosed dragon and tiger lists of the two cities.
It can be seen that the "Fortune Road" seats of the "Yuhang Group" and the seats of its related institutions appeared on the buying seats of the stock "China Railway", and the total net buying funds reached 135 million. To everyone's surprise; the 'Chunhui Road' seat representing Zhang's leader appeared on today's core leading stock 'Western Securities', which sold 50 million and bought 110 million, for a total net purchase of 60 million.
As for the 'Liberation South Road' seat of the 'Zexi Group' funds, it appeared on the stock 'Oriental Fortune', and the net purchase amount also reached more than 100 million.
Except, of course, these three major investor groups focus on the top seats.
Other core hot money seats, as well as institutional seats that often appeared on the Dragon and Tiger list in the past, are also on the list, showing a net buying trend.
The 48 stocks listed on the two cities have overall disclosed trading seats.
The total net buying funds were 532 million. As usual, it still showed a trend of substantial net buying.
This shows that the main capital group on the market is still showing a continuous increase in positions under the abundant market liquidity. It also shows that the main selling force in today's market is not the main capital group, but the retail investor group. The core selling pressure still comes from short-term profit taking and large-scale unwinding chips.
"Damn it, it's way beyond expectations, it's way beyond expectations!"
After seeing the overall dragon and tiger ranking data disclosed by the two cities, the vast and small retail investor groups gathered on the online stock discussion platform, financial media discussion community, and stock trading platform discussion area, and there were no small internal groups. Suddenly, Everyone made a sound of exclamation.
"The 'Military Industry' line, before the 'Chengfei Integration' check resumed trading, it really didn't feel like it had fallen too far, but you think... the most dangerous market area at the moment is to follow the 'Small Finance' main line It is more dangerous, and the core main line of the market, as well as the area where the main funds are most active, has always been centered around the main line of 'small finance'."
"The 'Chengfei Integration' check will have little impact on the market on the day of resumption of trading. Now... no matter how the check goes, it will have little impact on the overall market trend."
"The 'Chengfei Integration' check was originally over-hyped in the later period, with too little profit and loss expectations. Now the expectations have been disappointed. It is abnormal for the limit to fall. If you ask... that check was speculated seven or eight times in the later period. Now It would be abnormal if there were seven or eight daily limit drops.”
"Actually, as long as the market is sure to be a 'bull market', just buy cautiously now. It is the difference between making more and making less. Anyway, you feel that as long as you hold on to the chips hesitantly, you will lose money no matter what, even if you chase the low for a while. Okay, if you hold on for a few days, you should eventually be able to unwind and make a profit.”
What's more, there are very few institutional seats that are continuing to increase their positions and buy out.
"Recently, the market volatility has significantly decreased, and it is really difficult to hold on to the chips."
“It’s not that the valuation is too expensive, but in the past two weeks, the growth rate has been the lowest in the market. Now...it’s not difficult to get started!”
"It's a pity that the check for 'Chengfei Integration' is still at the limit today."
"As long as there are no expectations, it's okay. Whether it can be realized is fundamentally important. After all, the real driving force for the stock price to rise is also the real realization of profits. It depends on the historically bad stocks in the market and the historical low point of profits, when it really comes. , but the stock price has not fallen from the peak to the bottom yet? So... stock trading must follow expectations, and it can follow performance. "
"The banking sector must have risen as high as the securities sector. Will the Shanghai Stock Exchange Index still have to go down?"
"It is said that being in the stock market is like being a widow. If you want to hesitate to hold on to the chips, it is difficult. But in fact, it is also difficult as long as you are sure about it. For example, if you are sure that as long as the market is in recession, you will be under the Dragon and Tiger list. If there are no traces of net selling from Mr. Su's "Fortune Road", then you should hesitate to move your position. Although you will definitely be able to sell to the lowest point of the market, you will still miss the market. At the bottom and middle, you will be violently affected. The market turmoil washed us out.”
Regulators also continue to release various good and bad information to the market.
"What kind of logic does it matter? Today, Mr. Su's 'Fortune Road' and its related institutional seats have made a small increase in the 'China Railway' check, but the two main lines of 'infrastructure' and 'military industry' have not been explained. It’s impossible to achieve great success, it’s time for adjustments to begin.”
"But yes, mother, you cut your positions and stopped losses at the end of yesterday's trading, and this morning the lows were retreated. Really... the index dropped a lot over and over again, and you actually retreated in two days. It’s close to 15 points.”
"Although the banking and insurance sectors are always rising slowly, when the small-cap market pulls back, the trends of the two small-weighted sectors are the most stable. Even with the sharp decline like yesterday, what happened to those two sectors? Falling. Judging from the overall growth rate of each industry sector in the market in the past two weeks, the growth rate of the banking and insurance sectors is also high. Moreover, those two small sectors also hit a new rebound low this year and a recent new low today. It is a complete turnaround. Yesterday's decline can be considered a strong trend, but the elasticity can only be said to be low."
"What does dynamic treatment mean?"
"'Financial technology' superimposed on 'mobile Internet', and then superimposed on 'bull market', can the 'Internet finance' sector be pushed to the forefront?"
"You acted blindly on your own and kept doing it. As a result, you lost your chips and lost your chips."
“Is the premise behind the concept of speculation also the expectation of speculation?”
"Yes, the key is to hold on to the chips."
"Indeed, the 'Internet finance' branch is indeed bad in all aspects."
At the same time, other surrounding markets also followed the U.S. stock market and fell slightly.
"Yes, for stocks like that, the impact on the market will have a significantly diminishing margin."
"Well, the 'military industry' line is indeed very weak today."
"There have been changes. The market volume is less than 700 billion. How can it be a bull market?"
It's not even 7:30 in the evening.
"When you trade stocks in our Little A, you can really see the valuation."
"This is not the fundamental situation of the main stock companies. Is it taking a turn for the worse? Is profitability improving? Is the fundamentals of the industry deteriorating in a bad direction... As long as those factors continue to turn bad. , it doesn’t matter whether such a temporary valuation is low or high, it also prevents the rise of its stock price. After all... Don’t forget that the essence of stock trading is to speculate on expectations, but on valuation and speculation. In terms of profitability, expectations are the most important thing.”
"As long as there are no major funds to pull and control the market, no matter how rubbish the stock is, it can continue to rise sharply."
"It can also be said that it depends on the valuation, but... you have to look at it dynamically."
"Those little things, such as the few leading stocks that were the least popular at the time and the most popular in the market, such as 'Western Securities', 'Flush', 'Oriental Fortune', and 'Hengsheng Electronics', In fact, our stock price has continued to skyrocket, and our main funds have continued to retreat on a small scale. It has nothing to do with our current valuation. The main reason is that the fundamental situation has changed, and it is about the slight improvement in our future profit expectations. .”
"Indeed, in the past year, following Mr. Su's operations, I have not made much money."
"The difference should be small. Anyway, if there is no expectation, there will be no market. Just like now, my expectations for the market's 'bull market' are getting weaker and weaker, and my sense of identification with the market's 'bull market' is getting weaker and weaker. In this way, the overall valuation of individual stocks in the market will naturally continue to rise."
"If we want to talk about low elasticity and sufficient expectations, the 'Internet Finance' sector is suitable."
"If it really hits the limit seven or eight times, will we have to continue to bring down the 'military industry' sector and the entire conceptual theme of 'reform and reorganization of state-owned enterprises and central enterprises'?"
"Given the size of the funds of the 'Yuhang Department' currently under the control of President Su, it should be possible to reduce holdings in the direction of 'small finance' and continue to increase positions in the direction of 'infrastructure' and 'military industry', right?"
"Yes, we retail investors have no limit to our understanding of the market. The winning rate is low. The less we do, the fewer mistakes we make. It is better to buy before you spot the opportunity and don't make any moves."
"Yes, you feel that way too."
"Well, in the 'Internet Finance' sector, I took a look and found a stock with a dynamic pE valuation of more than 100 times. Generally, it is like 'Shanghai Steel United, Yinjie Technology, Jinzheng Shares, Changliang Technology ...'The dynamic pE valuations of those tickets are all below 200 times. It feels like they are basically being sold, but what the heck...the more they are sold, the more those tickets go up."
And besides those...
"Can we also talk about the entire main line of 'small finance'?"
"Indeed, I really thought that the main funds are still buying in small amounts."
"Yes, the real core cold spots and core sectors are still the two small sectors of securities and Internet finance, as well as the banking and insurance sectors. I feel that the trend is still worse, and the trend is always grinding."
After all, it is really rare to see the eight top trading seats of 'Fortune Road', 'Chunhui Road', and 'Jiefang South Road' appearing at the bottom of the Dragon and Tiger list at the same time, and showing a net buying trend across the board.
"In fact, there is no use in doing t. It makes the securities companies cheaper in vain."
"What about these pure concept stocks that are soaring?"
"If that's the case, the market's complete riot this morning started with the stock 'Western Securities'."
In addition to the global financial market, investor confidence and expectations are also rising due to market conditions.
"Not to mention, I feel that the 'Internet Finance' sector has gone through a brutal adjustment in the past half a year before the hype last year, and now it has indeed been pushed to the forefront again."
Various extremely popular stock investment topics are being refreshed.
In the midst of extremely heated market discussions...
As for the recovery and weakening of investment confidence and future expectations, fewer and fewer major financial groups, cold money on the market, private capital and other funds have ended up investing less and less in areas that are still significantly overvalued. , and at the same time, the A-share market has not yet become increasingly liquid.
Such data on the Dragon and Tiger list can be said to have exceeded almost every investor's expectation after the list was released, and it further dampened our inner short-term sentiment and confidence in holding positions.
"Worrying, as long as there is no negative news in the evening, there is a small probability that the Shanghai Stock Exchange Index will be able to fully recover yesterday's plunge tomorrow and continue to charge towards 3,300 points."
"Is it based on the market capitalization weight of the sector? How can the banking sector continue to surge like the securities sector?"
Full recovery and recovery.
Late at night, before the opening of the market, US stocks continued to open lower and move lower, as if they were taking a step back to continue the 'bull market' pattern.
"It doesn't make sense. I was beaten to death by the main force in the past two days. I am determined to be able to move around."
"Hey, there is so little analysis... In fact, what is the use of the essence? If you ask me, the most complicated thing is to just follow the little guys to make orders. Follow Mr. Su, Mr. Zhang, and the chief rudder to collectively take over the leading stocks. In the current market environment, it will always be right.”
As the main culprit of yesterday's market crash, the main company of "Chengfei Integration" also asked the market again at that time whether it was to relieve the investor group's panic selling of our company's stocks or to stabilize the stock price. It made a sound to express that the reorganization was indeed caused by objective reasons. It also expressed that the company's operations were abnormal and the profit situation was continuously changing. It also expressed that it was not possible to retreat from mergers and reorganizations in other directions in the future. , directly weakening the market investor group's future expectations for that check.
"I hope the Shanghai Stock Index can completely regain its lost ground tomorrow!"
"That's the same as when all the bad news comes out, it's all good and bad, and when all the bad news comes out, it's bad, right?"
"Actually, yesterday you felt the slight decline in the main lines of 'infrastructure' and 'military industry', not the first of the two main lines."
"But Mr. Bad... it's obviously an expectation that can be fulfilled. It doesn't feel like the main funds are just speculating."
"Yes, if you really look at the valuations, there are only a handful of single-digit pEs. They are generally coal, steel, real estate, petrochemicals, liquor, white goods, electricity... those traditional fields, but those traditional fields, except for the following The real estate and steel sectors followed the "small infrastructure" strategy, followed the "Eurasian Economic Belt", "reform and reorganization of central and state-owned enterprises", "under the road in the new era, and the undersea Silk Road". Are the high-valued stocks rising? Basically, they continue to slightly underperform the index and small caps. If you speculate in stocks based on valuation, you will really lose money."
"The check for 'China Airlines Heavy Machinery' is also the main hot money rush in the market's 'Hongqiao Road', 'Qiji Road', and 'Rongcheng North First Ring Road'. This... shows some sentiment."
"Just talking to Mr. Su is enough."
"It's possible. Under the direction of 'small finance', I saw signs of Mr. Su's reduction in positions!"
"There is no check for 'Blue Stone Reinstallation', but 'Rongcheng North First Ring Road' is back."
"In our A-share market, the 'Yu Hang Group' is really not a god."
As time goes by, all the small financial media on the Internet, relevant institutional analysts, investment consultants, as well as a number of 'private stock gods', well-known stock commentators, and financial VVs on the Internet have also started to comment on the market before the market opens. Do in-depth analysis, and continue to be weakly bearish on the current market, shouting the bullish slogan "Within eight days, the Shanghai Stock Exchange Index will fall back to 3,300 points."
Outside the time slot of the news network, low-level economic meetings also reiterated the macroeconomic strategy of the "New Era Road, Undersea Silk Road", as well as speeding up the "reform of state-owned enterprises and central enterprises" and "revitalizing the capital market". 'Relevant topics directly revealed that those few small topics were sold off on a small scale by market investors yesterday, and the main line of future expectations of several small topics that they believed in directly released new hype directions and benefits to the market in disguised form.
"Zhang Zhang pulled 'Western Securities' to stimulate the market sentiment. The logic of the operation is somewhat understandable. The chief rudder increased his position in a small amount and bought out 'Oriental Fortune', but Mr. Su's 'Fortune Road' bought out 'Huaguo' in a small amount. What's the logic behind that check from Railway Construction? Is it possible that the funds of the 'Yuhang Group' are preparing to transfer their main positions to the 'infrastructure' and 'military industry' fields in the future?"
"The most core thing, the most important downward driving force supporting the stock price, is funds, right?"
At the same time, as the evening time comes.
"That shows that the market's 'bull market' pattern has fundamentally changed."
"This is certain. If there are stocks that are not expected to change in fundamentals, the main funds will dare to pull them. After all, in order for the main funds to harvest, no one will take over. And why Xiaojia is willing to take over, this must also be based on recognition. Logic will do, simple speculation can be sustained."
It seems that the shadow of the global economic recession is fully coming, and the era of global economic recovery and a complete escape from the impact of the 2008 financial crisis is approaching.
"Have you ever thought that today's 'Western Securities' was actually pulled by leader Zhang? That pull was so courageous. That check from 'Western Securities' is the soul of today's market, right?"
