The investment era of rebirth

However, many institutional groups in the industry are still bullish.

However, judging from the data on the Dragon and Tiger Rankings 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 they shout.

According to the latest disclosed data on the dragon and tiger rankings of the two cities, as well as the balance of financing.

Although the market's financing balance is still increasing, the growth rate has obviously slowed down from last month. Faced with the continued short squeeze and rising prices, investors' desire to continue chasing positions and financing is decreasing.

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

For several of the core and mainline popular heavyweight stocks on the list, there have been institutional fights on the buying and selling seats.

That is, some institutions began to sell chips intensively to reduce positions and stop profits.

At the same time, what is eye-catching is that the trading seats of the ‘Zexi Group’ appeared on the selling seats of several stocks, with the total selling funds reaching 379 million.

Of course, the transactions disclosed in concept leading stocks such as 'Huake Shuguang', 'Bluestone Heavy Equipment', 'Yingkou Port', 'Shanghai Sanmao', 'Shanghai Steel Union', 'Great Wisdom'...

Seats are still relatively active. Well-known hot money seats in the market still gather on these stocks and continue to undertake long positions.

“The ‘Zexi Clique’ actually started to reduce their positions.”

After browsing the trading data of the two cities, as well as the changes in the balance of financing and financing disclosed by the market, at this moment, someone in the main hot money group of Yuhang where Su Yu was located made an obviously surprised voice: "It seems that Mr. Xu, the helmsman,

I’m a bit bearish about the subsequent market trend!”

"The check from 'Blue Stone Heavy Equipment' and the funds from 'Rongcheng Gang' have also left the market today."

"The funds of the 'Rongcheng Gang' have made a profit of more than 50 million yuan on the stock of 'Blue Stone Heavy Equipment' this time, right?"

"This amount of funds has already come in and out of the stock 'Blue Stone Heavy Equipment'."

"And every time you enter or exit, you can make a lot of profits."

"I feel that the funds of the 'Rongcheng Gang' are constantly speculating on the stock of 'Blue Stone Heavy Equipment'. When the chips are dispersed, they will retreat. When the chips are concentrated, they will come in again to make a wave. With this capital

It is still not very rational to judge the possible subsequent changes in market conditions based on the trends of the market.”

"But at least it can show that the check for 'Blue Stone Reinstallation' will be difficult to make room for in the future."

"The check for 'Huake Shuguang', today's Dragon and Tiger List data is pretty good, but 'Changhong Road' is actually buying this stock and continues to buy it."

"If the check for 'Blue Stone Heavy Equipment' doesn't come in, the wave of 'Hua Ke Dawn' will almost come to an end, right?"

"I didn't see Leader Zhang's seat today."

"Zhang is now speculating in large-cap stocks. There are not many core and main-line large-cap stocks on the list today. Maybe Zhang was involved, but he did not disclose it."

"This check from Yingkou Port actually has institutional buyers participating in it today. Can you believe it?"

"Is it a fake institution? Will a real institution take over in this position?"

"The money used by the institution is not your own, so you are not afraid of losing money if you buy it at a high price."

"Despite this, the check to buy Yingkou Port at this position is too outrageous. I always feel... that it has been taken over by a certain main force."

"Isn't that right? The market for checks in Yingkou Port is still very popular, and the liquidity of the funds on the market is also very high. At this position, there is no need for other funds to take over the orders. If the position funds inside want to sell... it should be easy to concentrate

After selling it, I feel that the institutions involved in the Yingkou Port stock should be real institutions."

"It doesn't matter whether 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 increase, right?"

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

"However, today's trading seats of the 'Zexi group' appeared on the selling seats of several core stocks in the popular main line area, which still affects the market's bullish sentiment."

"Actually, if you look carefully, it's not just the 'Zexi Clan' who are actively selling in large quantities, many institutional funds are also selling large amounts of chips today."

"Yes, judging from the rankings of the two cities, the funding gap is very serious."

"Fortunately, the relevant trading seats of Mr. Su's 'Yu Hang Group' that everyone is worried about did not appear on the dragon and tiger lists of the two cities today. Otherwise, it would be difficult to predict the future market situation."

"The relevant trading seats of Mr. Su's 'Yu Hang Department' did not appear. Does this mean that the main funds that were sold on a large scale during today's trading should have nothing to do with the main funds of the 'Yu Hang Department'? Does this mean that the main funds managed by Mr. Su

Are the main fund products of the 'Yu Hang Series' still in a fully locked-up state?"

"You can guess like this..."

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

"I don't know if you have noticed, but in fact, the market trend and stability of today's concept small ticket are obviously stronger than those of the core and main line weight stocks."

"Well, it's true that the market divergence of small-cap concept stocks today is actually smaller than that of large-cap stocks."

"Looking at the "Zexi Clan"'s reduction in positions and exit, I feel that the market style is about to change again?"

"It's still converted, how to convert?"

"It feels like the market will change from a market dominated by large stocks to a market led by small-cap concept stocks. After all... the GEM Index and the Small and Medium-sized Enterprises Index are indeed far behind the A50 Index, and depending on the situation, the A50 Index has already

There is a high probability of a correction.”

"No way? How do I feel that the core main lines of the market will continue to develop closely with the core main lines of 'big finance', 'big infrastructure' and 'military industry'?"

"The main line will definitely continue to develop along the main lines of 'big finance', 'big infrastructure' and 'military industry', but the market's speculation style of large and small stocks will definitely change. Today's closing increase of the A50 index should be the latest one

Is it the first time in many months that it is weaker than the Shanghai Stock Index?”

This chapter is not over yet, please click on the next page to continue reading! "It seems that this is the first time that it is weaker than the Shanghai Stock Index."

"No matter whether the market trend will change in the future, at least for now, it should be a relative risk signal."

"The main funds on the market are divided, and I feel that it is difficult for the index to continue to break through in a concentrated manner."

“Most likely it will trade sideways and traverse the major moving averages below, right?”

"If the index goes sideways, you really need to stay away from heavyweight stocks."

"The index is trading sideways, which is usually when small-cap concept stocks are concentrated, right? If the market really develops like this, then... we will be light on the index and heavy on individual stocks."

"I feel that later, if the index goes sideways, the focus of speculation will shift to sub-new stocks and the film and television media sector."

"Will the 'sub-new stocks' branch continue to be speculated?"

"Definitely. The issuance rule of 22 times PE gives sub-IPO stocks a natural opportunity for speculation. Compared with other stocks in the entire market, which have more or less hold-ups and latent orders, the chips of sub-IPO stocks are very clean, which is naturally beneficial to all parties.

Short-term main funds are speculating.”

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

“I also think that the ‘sub-new stock’ sector should also enter a ‘high-low switching’ state.”

"Anyway, in this position, I don't dare to take the two checks of 'Blue Stone Heavy Equipment' and 'Huake Dawn'."

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

"Based on the data on the balance of financing and financing 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 and industry institutions in the current market, but it will not be too pessimistic. After all, the current situation is

We look forward to seeing the great benefits coming in the future.”

"The main thing is to wait for the news about the central bank cutting interest rates and lowering reserve requirements, right?"

"Don't worry, depending on the direction of the wind, this major benefit will definitely come."

"In short, at this time, it should be right to avoid heavyweight stocks that have already risen and overdrawn a lot of expectations."

"Small tickets are more flexible, safer, and more flexible."

"At present, I think the 'Shanghai Sanmao' check will have a greater chance of success in the future. Of course, the 'Shanghai Steel Federation' check is also good."

“At this time, the opportunities for ‘big infrastructure’ should be better than those for ‘big finance,’ right?”

“It should be said that ‘big infrastructure’ has undergone a full wave of adjustments in the past, and now from the perspective of the chip structure, it is better than the chip structure of ‘big finance’.”

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

"The line of 'big finance' is supported by expectations of the central bank's interest rate cuts and reserve requirement ratio cuts. It should not fall for the time being. It can only be said that it is relatively difficult to rise."

“The branch line of ‘sub-new stocks’ is safer.”

"Yes, in the non-popular main line areas, there is no emotion and no major funds are following the trend. In the popular main line areas, many votes have begun to diverge and are already at a relatively high level. It seems... there are really only near-end times.

New stocks have clean chips, good long-term sentiment, and have the potential for continued speculation.”

"Then let's do this line of 'sub-new stocks'..."

"Yes, let's continue to pursue the line of 'secondary new stocks'. Although it is impossible to continue to pursue positions in the main line areas of 'big finance' and 'big infrastructure', it is also risky to rashly reduce positions on a large scale at this position. After all, we will lose money."

If you lose the chips, it will be difficult to get them back at a low position."

Amid the ongoing discussion...

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

In other places where investor groups gather across the Internet, as well as within various institutions and on the homepages of various financial media websites, there are still a large number of bullish and bullish statements, and the bullish sentiment in the market continues to ferment.

, the voice and certainty of the bull market continue to increase.

And, at night.

No matter it is about the core concept theme of "On the road to the new era, the Maritime Silk Road".

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

Relevant macroeconomic benefits are still being released from the regulatory authorities, further stimulating the bullish sentiment in the market and further deepening everyone's recognition and expectations of the market's bull market pattern.

And just in the midst of this emotional fermentation.

In the evening, European stock markets and American market stocks continued to open higher and move higher, creating new space upwards.

At the same time, regarding Friday’s Federal Reserve interest rate meeting, there are more and more dovish remarks related to it. Many major global institutions expect that the Federal Reserve will not easily start raising interest rates in this round, and there is a high probability that it will continue to do so.

The original interest rate remains unchanged, giving the global economy some breathing space to continue to recover.

Due to the excellent performance of external market trends.

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

Other Asia-Pacific stock markets that opened earlier than A-shares, whether Japanese and Korean stock markets, or stock markets in Southeast Asian countries, followed the trend of U.S. stocks and opened higher simultaneously.

This has further amplified the fermentation of pre-market sentiment, giving everyone higher expectations for the opening of the market.

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

When 9:15 arrives, the two cities enter the collective bidding stage.

The entire market did not open sharply higher as everyone expected, but generally opened slightly higher.

Moreover, there are several core threads that have attracted everyone's attention and have been heatedly discussed.

Among the three core main areas of 'big finance', 'big infrastructure' and 'military industry', the related industry sectors and concept sectors are all showing signs of slightly red opening higher, and the relevant core stocks are bullish and short.

The form performance is still fierce, and the financial differences have not been eliminated.

At the same time, there are a number of unpopular main lines.

Marginal main-line fields such as ‘big consumption’, ‘non-ferrous cycle’, ‘petrochemical industry’… etc.

It has not received any attention from the main funds, and the market is still terrifyingly deserted.

This shows that the market styles of the two cities have not changed. The reason why the market has opened so weakly is mainly due to a group of heavyweight stocks in several popular main lines. Popular concept stocks have gathered too many short- and medium-term profit-taking settlements.

The set of disks suppressed the continued outbreak of the disk.

This chapter is not over yet, please click on the next page to continue reading the exciting content! Then, the time enters 9:20.

I saw that after a large number of false orders were placed and canceled, the market conditions of the two cities showed no signs of improvement compared to the beginning of the call auction at 9:15. On the contrary, the long and short differences on the market of many popular stocks were getting bigger and bigger.

.

Finally, the collective bidding continues for five minutes.

At 9:25, the collective bidding in the two cities ends.

The final results of the two markets showed that the Shanghai Stock Exchange Index only opened higher by 0.21% in the red, while the Shenzhen Stock Exchange Index, GEM Index, and Small and Medium-sized Enterprises Index all opened higher by 0.05% to 0.15%, and only achieved a gain of 0.21%.

Although there was a slight red market, as for the A50 index, it did not show an independent strong attitude today, and it only opened a red market higher by 0.14%.

In addition to the index performance, there are other popular main lines and the performance of popular stocks.

The two major industry sectors of 'Building Decoration' and 'Building Materials' continued to open higher, leading the gains in the two cities' industry sectors. Then, following closely behind, the 'Film and Television Media' sector rose again. At the moment of the opening, it became the leading industry in the two cities.

Among the sectors, it is the industry sector with the third highest growth rate.

Concept section.

The 'sub-new stocks' sector surged ahead, opening sharply higher by 1.12%, leading the gains in the conceptual theme sectors in both cities.

Then, after the "sub-new stocks" sector, the two major concept-themed sectors "On the Road to the New Era, the Maritime Silk Road" and "Reform and Reorganization of Central and State-owned Enterprises" were among the top gainers.

In terms of popular stocks...

'Huake Shuguang' opened higher by 2.98%; 'Bluestone Heavy Equipment' opened lower by 4.65%; 'Shanghai Steel Union' opened higher by 2.33%; 'Yingkou Port' opened sharply higher by 4.22%; 'Shanghai Sanmao' opened sharply higher

It opened higher at an increase of 7.13%, and 'Flush' opened flat; 'Great Wisdom' opened higher by 0.79%... In general, the opening form of many popular stocks is better than the hot state of the previous trading days.

Fall back.

It also fell a little short of the expectations of many investors who followed these popular stocks.