Chapter 226 Market Differences
I saw that the ChiNext Index was finally fixed at an increase of 1.58%, the Shenzhen Stock Exchange Index was fixed at an increase of 1.23%, and the Shanghai Stock Exchange Index was fixed at an increase of 0.67%.
Sectors, individual stocks...
Restructuring, shell resources and ST sectors led the gains in both cities, with the final increase being more than 2%; the GEM refers to the 'pan-mobile Internet' related concept fields in the direction, and the 'mobile games' and 'film and television media' sectors saw overall gains, second Due to the full-scale backdoor restructuring and ST sector.
Then, following the direction of the main board, many concepts of oversold also rebounded sharply today.
As for the leading decliners in the two markets...
Although the major core concept sectors under the main line of 'Shanghai Free Trade Zone' rebounded slightly in the afternoon, they still led the two cities down throughout the day, including 'logistics, ports, real estate, foreign trade', etc. The industry sectors even underperformed the index across the board and closed underwater.
In terms of individual stocks, the more core popular concept stocks.
Xinwei Group hit the daily limit, with less than one million transactions throughout the day, which can be said to be a shortage of chips; popular shell resource stocks such as Rongshun Shares, Hilong Software, Century Huatong, Far East Shares, Weihua Shares, etc. have increased their volume and hit the daily limit, becoming the center of the market. The most beautiful scenery; LeTV and Huayi Brothers hit their daily limit at the highest level during the session. However, due to the obvious decline in the market prices of the two cities at the end of the day, they did not seal the price, and finally rose by 8.63% and 9.11% respectively.
The two heroes of 'mobile games', Huaqingbao and Changqu Technology, both hit daily limits today, which means they will make a comeback and challenge the previous historical highs. After the Shanghai Steel Union showed an obvious rapid rise in the intraday, the final increase was only fixed. At the position of 2.31%, it has not been able to break out of the trend change and downward pattern, but it is still strong enough to change some investment sentiments in the main line of speculation about the 'Shanghai Free Trade Zone'.
In the direction of the ‘Shanghai Free Trade Zone’…
The stock price of Waigaoqiao was finally fixed at a drop of 8.75%, and the lower limit was not sealed. However, the performance was extremely weak throughout the day, and the selling pressure was also extremely heavy. It seemed that the main funds had completely given up; the Shanghai Stock Exchange dropped to the daily limit, and the price continued throughout the day. A total of more than 54 million yuan was traded. Compared with Friday's turnover of more than 2 billion yuan, it can be said to be an infinite drop, a real "soul-breaking one-word kill"; After Anxin Trust's intraday pulse, it was finally sealed at the lower limit, with a full-day turnover of 6.8 Around 100 million, which can be regarded as releasing liquidity, allowing most of the funds that were suppressed in the market to exit the market.
Among them, it is particularly noteworthy.
It was Shanghai-Hong Kong Group, a large-cap stock, that actually made up for its losses today. After a huge transaction, it was also sealed at the lower limit.
Among the other major "Shanghai Free Trade Zone" concepts, such as Lujiazui, Pudong Jinqiao, Jinjiang Investment, Shanghai Sanmao, etc., the first batch of stocks that were heavily speculated also fell sharply following the Shanghai-Hong Kong Group. The shape, trend and emotional lethality are even more tragic than on Friday.
Faced with such a closing result...
Almost all market investors know that the main line of the 'Shanghai Free Trade Zone' is completely finished. Even if there is a rebound after violent adjustments, it may not be able to exceed the heights set by the continuous speculation in the past month or so. So ...At this moment, the investment group that still holds stocks related to the main concept of "Shanghai Free Trade Zone" seems quite pessimistic in their inner emotions and expectations for the future.
Among them, especially the investor group who also holds Shanghai Stock Exchange.
That mentality was simply a breakdown.
Unlike the main line of the 'Shanghai Free Trade Zone', which still has large-scale investment groups, other investors in the market are filled with joy when faced with index trends and market trends that clearly exceed expectations today. The upward trend of the index has not ended, and it is believed that the market outlook is still promising.
Among them, investors who have caught up with the hot spots of backdoor restructuring are even more excited.
They all believe that the reason why the market was able to reverse today and break out of the positive trend of opening low and rising upward is entirely driven by the hot topic of restructuring and backdoor. They believe that the main line of speculation, restructuring and backdoor, can completely take over the Shanghai stock market in the coming time. The main line of the free trade zone has opened up a new market situation.
“I don’t think the main line of speculation of ‘restructuring and backdooring’ can succeed the main line of ‘Shanghai Free Trade Zone’ and lead the market forward.”
In the discussion on the online stock forum, some investors expressed clear objections.
"Why?"
"It is obvious that the main line of 'Shanghai Free Trade Zone' has nearly 200 concept stocks, and the industry sectors and concept stocks involved are almost all over the entire market. Its hype has been through the industry sectors and concepts involved. Stocks can obviously drive the entire market sentiment and can carry tens of billions of large capital inflows. Can the main line of speculation of 'reorganization and backdoor' be achieved? "
"In the final analysis, the fundamentals of the tickets on the main line of 'restructuring and backdooring' are still very poor, and there is no room for imagination and expectations in terms of their quality."
"In addition, these tickets are basically small tickets worth hundreds of millions or more than one billion, and the funds they can carry are very limited."
"Even if all prices are raised, the impact on the market will not be enough."
"After all, the upward trend of the index needs to be driven by heavyweight index stocks. Can the hot hype of 'restructuring and backdoor' boost finance, two barrels of oil, and infrastructure?"
"Should we be so narrow-minded?" Someone retorted, "It is true that the current hot spot in the market is the line of 'reorganization and shelling', but what extends out through this line is the oversold small-cap stock market of the entire market. In other words, through 'reorganization and shelling', there is also the 'oversold market'. At the same time, in the direction of the Growth Enterprise Market today, 'mobile games' and 'film and television media' are also doing well."
"The line of 'reorganization and shelling' alone cannot be compared with the main line of 'Shanghai Free Trade Zone'."
"But through the linkage of multiple hype main lines, many market conditions can be generated. Not to mention continuing the upward trend of the index, at least it is completely no problem to stabilize the index at this stage, so... I don't know where the pessimistic point is? I am really stuck in the bear market thinking and can't get out of it. Is it coming?"
"Yes, yes, in the morning, from the overall market situation, it is indeed the line of 'reorganization and shelling' that is fully pulling the market sentiment and market situation, but in the afternoon, the direction of capital attack has obviously begun to diverge, and the 'mobile games' and 'film and television media' on the GEM, and even all the oversold stocks in the two cities, have shown some performance."
"Anyway, the market situation has indeed reached the time when the main line is switched again."
"Well, at this time, we should no longer have any expectations for the concept stocks of the 'Shanghai Free Trade Zone' hype main line, especially the concept stocks with obvious high positions. We must know... All the trapped experiences are caused by turning short-term into long-term and holding unrealistic hopes. "
"Damn it, I also want to clear the warehouse, but there is no chance at all, It was directly suffocated to the limit down board. "
"Alas, today's 'one-word killing' of Shanghai Material Trade is really too tragic. The key is that there was such a large volume on Friday, and now it is all suffocated. If there is no big money to pry the board tomorrow, I am afraid that with the panic in the market, this stock will have to go two more one-words."
"It's all the work of Caifu Road and Jiefang South Road..."
"By the way, will Caifu Road appear on the Dragon and Tiger List today? The concept of restructuring and backdoor listing is so hot today. With Caifu Road's determination and ability to find opportunities, it should chase it, right?"
"With Caifu Road's capital volume, these shell resource stocks and restructuring stocks are not easy for him to enter and exit, right?"
"Do you have to buy one stock? Can't you buy more? "
"See if Rongshun Shares and Hailong Software will Will it be on the Dragon and Tiger List? If it is on the Dragon and Tiger List, the leading funds of these two stocks should be paid special attention. "
"These two stocks...both the turnover rate and the intraday amplitude are not enough to meet the conditions for the list, right?"
"Century Huatong may still be on the list."
"What about Huaqingbao and Changqu Technology, the two stocks with daily limit? No one is paying attention? These two stocks are the "old lovers" bought by Fortune Road! And the increase and amplitude of these two stocks today are enough to meet the conditions for the list. I think... maybe Fortune Road will appear on it."
"Well, it is possible..."
"However, if Fortune Road starts to buy back the "old lover" stocks on a large scale again, doesn't it mean that the GEM is the future direction?"
"In terms of overall growth, the GEM has greatly exceeded the Shanghai Composite Index this year. "
"Between the two, the gap of more than 1,500 points between the two major indexes at the beginning of the year has now narrowed to around 1,000 points. In addition, the core concept stocks of the GEM, such as "Internet finance", "mobile games", "intelligent terminal equipment", "Apple industry chain", etc., have been hyped from the beginning of the year to the end of July and the beginning of August. Many stocks have increased by more than 2 times this year, which is more exaggerated than the increase of many core concept stocks on the line of "Shanghai Free Trade Zone". At such a high level... it is unlikely that the market will switch back to the GEM direction?" "
"I also think that in the direction of the GEM, the hype expectations of those popular concepts and hot stocks have been completely overdrawn. In the case of insufficient adjustment and performance not fully catching up, it is difficult to continue to hype up and cannot take over the active funds in the market. So... I think the overall direction is still on the two major concept hotspots of "reorganization through backdoor listing" and "oversold rebound". At least the Shanghai Composite Index has advanced from the lowest 2,000 points to the 2,200 points. Those stocks that are still hovering at the historical bottom have a need for catch-up, right? ”
“I don’t agree. What stocks are traded is expectations.”
“The only direction for market funds to gather is the easiest to make money in the market and the field with the strongest future expectations.”
“The stocks you mentioned that need to be supplemented are basically stocks with extremely poor fundamentals and no future expectations. Why do these stocks rise?”
“Also, if we talk about the historical bottom…”
“Then the current big financial sector, liquor sector, coal, steel, nonferrous metals and other resource sectors are all at the historical bottom. Can these big guys make up for the rise?”
“Don’t argue. Let’s look at the direction of Fortune Road’s attack. I believe in the direction chosen by the main force of this road.”
“Yes, there is no need to argue for a long time. Let’s look at the trend of Fortune Road. Anyway, I understand it now. After analyzing and analyzing... In the end, I am still a fool. In this case, it is better to stare at the Dragon and Tiger List. As long as Fortune Road appears in any field, I will follow the trend at the first time. I don’t believe it... Can I still lose money?”
“Haha... Indeed, the analysis is as fierce as a tiger, but the operation is stupid.”
"There are market trends only when there are disagreements. People say that you buy when there are disagreements and sell when there are consensuses. I think the more people argue, the more the market trend is far from over."
Everyone argued fiercely, and they were all looking forward to the time when Caifu Road would appear on the Dragon and Tiger List again...
Inside Zexi Investment, in the trading room, in the Magic City.
After a careful review, Xu Xiang was muttering in his heart: "I can understand the line of restructuring and backdoor listing. I can also understand that many oversold small-cap stocks have rebounded from oversold stocks by taking advantage of the comprehensive outbreak of shell resource stocks, but what is the trend of the two major sectors of "mobile games" and "film and television media" today?"