Today’s market is estimated to make many people “panic escape”. Let’s talk about the reasons for the decline of the market first:
1. For the listing of super IPO China Mobile, refer to the listing on China Telecom Corporation Limited(601728) on August 20. At present, it is the trend of copying the bottom of Telecom listing;
2. After the institutional stock exchange, the fund ranking war ended at the end of the year, and the institution began a new round of “position adjustment” and withdrew from the high-level holding stocks in the early stage, resulting in the decline of the fund’s heavy position tickets and the decline of the market;
3. Recently, the hot themes such as meta universe and traditional Chinese medicine have been sharply differentiated, which has an impact on the hot funds in the market. The weight and themes have fallen simultaneously, making the market sentiment fall to the freezing point.
funds of today’s hot plate:
In the direction of capital, banks, real estate and insurance have become safe havens for capital. In addition, there are capital inflows in the direction of household appliances and prefabricated vegetables. In the follow-up, we can continue to underestimate the value sector, especially the large consumption in the peak season.
institutional dragon and tiger list:
According to the list of institutions, on the first day of listing, China Mobile had a turnover of 15.259 billion yuan, one institution had a net purchase of 435 million yuan, four institutions had a net sales of 501 million yuan, and Beijing Kingee Culture Development Co.Ltd(002721) and Zhanjiang Guolian Aquatic Products Co.Ltd(300094) were sold continuously by institutions;
In terms of net buying, Westone Information Industry Inc(002268) and Tibet Mineral Development Co.Ltd(000762) both fell below the limit today, but they both obtained a large number of funds to buy. Like Zhejiang Jianfeng Group Co.Ltd(600668) , Chongqing Fuling Electric Power Industrial Co.Ltd(600452) and Zhejiang Canaan Technology Limited(300412) , they were also greatly bought by institutions, and there were a lot of bottom reading funds today.
In terms of main hot money, Liyang road in Shanghai bucked the trend and bought Xinlong Holding (Group) Company Ltd(000955) , cold mountain cold and hot, Rastar Group(300043) and Shenzhen Zqgame Co.Ltd(300052) ; Shenzhen Bang buys Andon Health Co.Ltd(002432) at the down limit, and then continues to sell Shandong Chiway Industry Development Co.Ltd(002374) ; Brother Zhao is long on Shandong Wohua Pharmaceutical Co.Ltd(002107) , Hubei Radio & Television Information Network Co.Ltd(000665) and Synthesis Electronic Technology Co.Ltd(300479) today and sells Shanghai Challenge Textile Co.Ltd(002486) and Fujian Aonong Biological Technology Group Incorporation Limited(603363) .
There is no need to worry too much about today’s sharp decline. From the perspective of funds, the trading volume yesterday was 1.2 trillion and today is 1.3 trillion. Compared with before the festival, the amount of funds has a steady upward trend, and it is obviously large when the market falls and unlimited when it rebounds, which shows that funds will choose to rush in when the market falls.
Foreign capital also bought 3.046 billion in large quantities today. The market fell and the capital did not retreat but entered. These are all signals of optimistic outlook. The market has always followed the rhythm of “freezing point – Repair – climax – ebb tide – freezing point”. The focus is still on the new round of growth stock market brought by the pre disclosure of the annual report. For track and individual stocks with performance support, it will take the lead in repairing and rebounding.
main trend list
(Bandung securities network)
