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Chapter 401 Market divergence reappears!(2/2)

Gradually weakening, many popular stocks with daily limit, there are also many main funds secretly withdrawing orders on the daily limit board, leaving numerous retail orders at the front.

At 1:35, in other main areas other than the two core main lines of the market, "infrastructure" and "state-owned enterprise reform", stocks that rebounded sharply showed a clear downward trend, including "Netspeed Technology, LeTV, Huayi Brothers, Oriental Fortune", etc.

A number of stocks fluctuated and fell.

At 1:42, the turnover of the two cities exceeded 100 billion. Although several popular main lines in the market still maintained strong and volatile trends, the net inflow of major funds on many stock markets has begun to reverse.

At 1:55, Shibei High-tech broke out, and Beixin Luqiao's daily limit board also saw another surge in volume.

Subsequently, when the market trading time entered 2 p.m., the Shanghai Stock Index could no longer hold on to the 2460 point, and could only fluctuate around the 2450 point to 2460 point. However, the overall market conditions of the two cities had obviously subsided.

Under the circumstances, the differences have become more and more serious.

Finally, when 3 o'clock in the afternoon came, the two markets closed.

The Shanghai Index was set at 2456.37 points, up 0.97%. The Shenzhen Index and the ChiNext Index rose 0.69% and 0.58% respectively. The final closing gains of the three major indexes were more than half down from the intraday high. On the daily K-line

On the chart, long upper shadow lines have been left one after another.

In addition to the increase in the index itself, the overall turnover of the two cities reached 129.879 billion.

Although this volume is already close to the new annual turnover high set just the day before yesterday, compared with the trend and current situation of a large increase in volume in the morning, the final turnover performance is still somewhat lower than expected. This shows that compared with the previous trading days

, the market was in a clear shrinkage trend in the afternoon trading performance.

Moreover, the attenuation of volume energy also shows the attitude of the main funds in the market.

This shows that in the afternoon market trading, for some unknown reason, the main funds on and off the market became obviously cautious in following the trend and actively buying and selling.

Of course, in addition to subtle changes in quantity and energy, the specific market conditions.

Although the market once again went out of the intraday trend of rising and falling, in terms of closing results, the index still hit a new closing high and a new yearly high for this round of rebound. The upward trend was not abnormal, and regardless of the index or "infrastructure

", the two core main lines of "state-owned enterprise reform", as well as other hot speculation main lines, the overall focus of support continues to move upward.

In other words, the market as a whole is still fluctuating upward.

And as long as the overall upward trend remains unchanged and the market still has a strong continuous profit-making effect, then the Shanghai Stock Index can still continue to look forward to the 2,500-point mark.

There is also...as the market's popular core stock and a bellwether for speculation.

The two stocks of Beixin Road and Bridge and Beijiang Communications Construction still closed at the daily limit today. This shows that the market's hype sentiment continues to be at a high level. Active funds in the market, as well as the majority of retail investors, are willing to bear risks when chasing profits.

The preference level has not decreased.

"After the index entered 2400 points, for several consecutive trading days, the selling pressure on the market was not small, and the index went far less smoothly than before." Seeing such a closing situation, at this moment, inside Jingda Investment, in the main fund trading room,

General Manager Gu Chijiang frowned slightly and said, "Today's energy consumption is not very satisfactory. I always feel that it will become more and more difficult for the Shanghai Index to hit 2,500 points with such small steps."

As the saying goes, one can make great progress, then it will weaken, and three times it will be exhausted.

If the unanimous bullish sentiment that has finally been gathered is gradually worn away by the successive market shocks, it will inevitably lead to lower expectations in everyone's hearts, thus giving rise to more divergent views, and this... will naturally lead to a decline in the market.

The long-short divergence is getting bigger and bigger, there are more and more selling, and it is becoming more and more difficult for the index to rise.

After hearing Gu Chijiang's words, fund manager Lin Tingzong responded: "The range of 2,400 to 2,500 points for the Shanghai Stock Index is originally an area where early lock-ups are extremely heavy. In the absence of major changes in macro-capital terms, the Shanghai Stock Index cannot make huge gains in the short term.

Expansion is difficult, and it is understandable.”

"Can the Shanghai Stock Exchange Index truly hit the 2,500-point mark in the future?"

"It still depends on the continuity of the money-making effects of the two core main lines of "infrastructure" and "state-owned enterprise reform", as well as the overall emotional response of the market."

"At present, today's market volume can reflect, although it is slightly lower than expected, but overall, there is no problem in terms of profit-making effect and continuation of sentiment. Beixin Road and Bridge and Beijiang Communications Construction continue to connect and are still on the upward trend.

The space for market speculation has been refreshed, and the continued profit-making effects of other popular stocks are still there. Generally speaking... the current market risks have not yet been highlighted, and we can still hold positions and wait."

"But today, Huaguo Construction, Huaguo China Construction, and Huaguo MCC, the core weight stocks in the fields of "infrastructure" and "state-owned enterprise reform," are not doing well." Gu Chijiang took the words and responded, "These few stocks are not doing well."

There are obvious signs of concentrated selling in the checks, and... these are all the core stocks held by Mr. Su of "Yuhang Investment". I always have a bad feeling in my heart.

"

Lin Tingzong thought for a while and said: "The trend of these checks today is indeed not very good, but in terms of the closing results, the upward trend of its stock price is still moving upward, and its chip structure on the market is at its peak.

, overall there is not much change, which shows that the internal chip structure of these checks is still quite stable."

"As for today's concentrated selling, it may be the handiwork of Mr. Su from Yuhang Investment."

"I think it shouldn't be the case. After all, another of Mr. Su's heavy holdings, Beixin Road and Bridge, still maintains a very strong daily limit trend."

"Besides, you should be able to find out if you are on the dragon and tiger list later."

"After all, today's gains, amplitudes and turnover rates of Beixin Road and Bridge and Huaguo MCC are enough to qualify for the list. And based on today's trading volume of these two stocks, especially the huge Huaguo MCC

If you can measure 100,000 lots of selling on the board, you will definitely not be able to avoid the disclosure conditions."

"Mr. Gu..."

Lin Tingzong paused and continued: "Our fund's positions in the two core main lines of "infrastructure" and "state-owned enterprise reform" are quite low compared to the average cost of the market. Even if the market continues to

Any trend situation that we cannot predict can be fully reflected based on our position cost and position volume, so I think we don’t need to be too anxious at this time and just wait for the subsequent market trend.”

It has experienced the devastation of the bear market in the previous few years.

It is not just the majority of retail investors who cannot hold on to the bargaining chip for profit. Once the market experiences a volatile trend that is less than expected, they lack confidence in the market outlook. The managers of various asset management institutions and fund companies also have the same mentality and will hesitate.

I am afraid that I will be trapped by rashly increasing my position, and I am also afraid that after making short-term profits, I will be trapped by excessive expectations and long-term investment thinking, and I will not stop profits in time, and in the end I will return the profits to the market.

Therefore, Lin Tingzong is very clear and understanding of Gu Chijiang's concerns at this moment.

"Hopefully!" Seeing Lin Tingzong's confidence, Gu Chijiang finally breathed a sigh of relief and said nothing more.

As the two discussed the market after the market closed, the time moved to 5:30 pm, and the rankings of the two cities were refreshed.

I saw a total of 21 stocks on the list today.

And among the 21 stocks on the list, the two main concept stocks of "infrastructure" and "state-owned enterprise reform" still account for more than 40% of the shares. The overall pattern has not changed significantly from the market transactions in the previous few days.

Similarly, as in the past few days, the "Wealth Road" and "Resurgence Road" seats that many people are worried about do not appear in the selling seats of any of the stocks on the list. From the main capital buying and selling of the stocks on the list,

According to analysis, the two main funds managed by Su Yu still maintain locked positions.

Of course, in addition to the "Fortune Road" and "Resurgence Road" that are in line with everyone's expectations, the situation continues to be locked.

According to the information disclosed by the Dragon and Tiger List, there are also things that exceed everyone’s expectations and expectations.

That is to calculate based on the buying and selling volume of the stocks on the entire Dragon and Tiger List. This time, the buying and selling volume of institutional seats showed a net selling situation. Especially for one stock of MCC, institutional seats were net selling.

More than 37 million yuan was sold, which is very eye-catching.

There are also core popular stocks in the two cities. Beixin Road and Bridge's Dragon and Tiger List disclosed seats. Several major hot money players who intervened in the early stage had huge sales. Moreover, the disclosed trading situation of major funds also showed net selling for the first time.

phenomenon, with a total net sales of more than 18 million.

""Wealth Road" and "Fusheng Road" continue to be locked up, Jiefang South Road, Chunhui Road, and Four Seasons Road are sold, and institutions are net sold." After seeing the disclosure of the Dragon and Tiger List, Yuhang Anzhao Fund Company at this moment

Inside, in the fund trading room, fund manager and company president Qin Qiuyue was pondering the motivations behind these disclosed main fund buying and selling actions, and said with some confusion, "Judging from the overall disclosure of the Dragon and Tiger List, it is obvious that there are active investors in the market.

The main funds are retreating. Why do you feel that at this time... Mr. Su, who Yuhang invested in, is still not making any moves? It shouldn't be!"

In her opinion, Su Yu should be the most astute person in the A-share market.

Main stock capital.

Nowadays, the market news was vaguely negative. She felt that the other party should not be unaware and unmoved. However, she did not see any signs of the other party adjusting or reducing their positions from the dragon and tiger list.

"Mr. Su's determination to hold positions is truly extraordinary." Beside Qin Qiuyue, fund trading assistant Zhou Hui answered.

Qin Qiuyue glanced at Zhou Hui and asked, "Do you think the other party is still locked up?"

Zhou Hui replied: "Judging from the disclosed data on the Dragon and Tiger List, this is indeed the case. We can't say for sure for other tickets, but at least for the Beixin Road and Bridge check, Mr. Su, who was invested by Yuhang, definitely did not sell out. After all,

This check has been rising all the way, and there are dragon and tiger lists disclosing the sales and purchases. Mr. Su’s large position cannot escape the regulatory rules."

"Are the market rumors false?" Qin Qiuyue was filled with doubts after hearing Zhou Hui's words.

"Mr. Qin, what kind of rumors are you talking about?" Zhou Hui asked, "Judging from the current market news, there doesn't seem to be any bad news!"

Qin Qiuyue pondered for a moment and responded: "Nothing, you continue to review, I will think about it."

Originally, she had decided on a trading strategy to reduce positions and stop profits tomorrow, but now she saw that "Wealth Road" and "Resurgence Road" were still locking positions, and she was obviously hesitant again. After all, she had completed half of this year's trading strategy.

The annual fund performance target and the subsequent earnings are all excess profits. She can directly participate in the profit sharing. The temptation of this excess profit cake is not small, making it difficult for her to maintain absolute calmness and understand the market trends.

Similarly, Qin Qiuyue was hesitant and doubtful.

At this moment in the Magic City, inside Zexi Investment Company and in the fund trading room, Xu Xiang stared at the disclosed dragon and tiger list data with a slightly surprised look on his face. He was slightly shocked that Su Yu could still maintain the locked position.

He was confused and whispered: "Does this guy really think that the bull market is coming due to the delay in news? With more than 10 billion position chips, at this time, he can still maintain the locked position and remain motionless."

"Boss, the news about the "IPO restart" is currently just an internal rumor and is not clear." Standing next to Xu Xiang, Zhou Kan responded, "From the current point of view, it may be false news, and although there are a lot of them in today's trading

The main funds are selling, but overall it has not suppressed the bullish power of the market, and... Judging from the disclosure of the Dragon and Tiger List, the number of hot money seats on the list is also increasing, which should show that the active funds in the market are

, the participation level is still increasing, right? Maybe...2500 points can really be surpassed."

"Fake news?" Xu Xiang was slightly startled, "For what?"
Chapter completed!
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