Investment based generation Z, brother Z is the most realistic.
On the third day of the “opening” of A-Shares in 2022, the market continued to decline.
Three consecutive falls have cooled many investors who are full of expectations for the new year.
Of course, today’s market decline is different from yesterday. Today, back to the situation on January 4, track stocks fell and small cap theme stocks were active. More than 2600 stocks in the two cities rose, and nearly 100 stocks rose by more than 10%.
Observing the market in recent days, we can actually draw a conclusion that the main institutions represented by funds are accelerating the position adjustment and stock exchange.
The main target of the transfer is the track stock last year, especially medicine, medical beauty, Baijiu and so on. New energy is improving today. After all, the performance of many companies last year will increase significantly than expected.
Medicine is really miserable, but the differentiation is obvious. Some time ago, the worst drop was innovative drugs. Today, it is ophthalmology and dentistry. Aier Eye Hospital Group Co.Ltd(300015) volume fell 6.6% today, a new low since 2021.
In the third quarter of last year, more than 200 funds held Aier Eye Hospital Group Co.Ltd(300015) . This stock is the second largest heavy position stock of China Europe medical and health. In the third quarter of last year, it also increased its position by 35.57 million shares, holding more than 100 million shares. At the same time, the stock is also the third heavyweight stock of GF healthcare and the fifth heavyweight stock of ICBC Credit Suisse Frontier Medical. This morning, Aier Eye Hospital Group Co.Ltd(300015) fell in large quantities, which is probably what the fund did.
Another dental grass Topchoice Medical Co.Inc(600763) also fell in large quantities this morning, and finally fell 6.33%. The share price also hit a new low since September 2020. Last year Topchoice Medical Co.Inc(600763) the highest price reached 421.99 yuan, and today the biggest decline is as high as 58.7%.
Topchoice Medical Co.Inc(600763) is also held by more than 170 institutions. China Europe medical and health, Yinhua rich theme, GF medical and health care, harvest emerging industry stocks, etc. are among its top ten circulating shareholders.
Not only Aier Eye Hospital Group Co.Ltd(300015) and Topchoice Medical Co.Inc(600763) , but also the medical and American sectors that were once popular last year and heavily held by institutions, such as Imeik Technology Development Co.Ltd(300896) fell 7.43% today, as well as Bloomage Biotechnology Corporation Limited(688363) , Xi’An International Medical Investment Company Limited(000516) and so on.
On the contrary, the traditional Chinese medicine sector that brother Z has been optimistic about recently continues to have good performance, such as Tianjin Chase Sun Pharmaceutical Co.Ltd(300026) , Zhuzhou Qianjin Pharmaceutical Co.Ltd(600479) , Jianmin Pharmaceutical Group Co.Ltd(600976) , China Resources Sanjiu Medical & Pharmaceutical Co.Ltd(000999) , Guangyuyuan Chinese Herbal Medicine Co.Ltd(600771) , Beijing Tongrentang Co.Ltd(600085) , Chongqing Taiji Industry (Group) Co.Ltd(600129) and so on. There are continuous signs of main capital inflow. The traditional Chinese medicine sector may be a major field that the pharmaceutical track fund is introducing.
The change of market direction is actually that the track stocks that were heavily held by the fund in the past, or the stocks held together by the previous institutions, are increasingly despised by the market. Some areas with low participation of major institutions began to become a new direction for institutional position adjustment and stock exchange. Among them, the meta universe, which many people can’t understand, began to be paid more and more attention by the market.
There is a news today that Kweichow Moutai Co.Ltd(600519) has also begun to rub the hot spot of the meta universe. It is reported that at a meeting yesterday, Maotai revealed its plan to enter the “meta universe”. However, today, Kweichow Moutai Co.Ltd(600519) once fell by more than 4% in the intraday trading. As of the closing, it fell by 2.06%, and the share price fell below the 2000 yuan mark.
Yesterday, brother Z mentioned that China Mobile, the real leader of the yuan universe, once approached the issue price of 57.58 yuan today, but it is naturally impossible to break due to the green shoe mechanism. In the afternoon, China Mobile once had capital intervention, and its share price rose by more than 2%, but finally fell back to 58 yuan.
As for China Mobile, the A-share market has changed hands by 78% in two trading days. At least for nearly a month, the stock price will not break, but it still needs to be observed how much it can rise upward. After all, 22% of the winners may still be waiting to sell tickets. Of course, if the share price falls near the issue price again, brother Z thinks China Mobile can still pay attention. After all, it is the real leader of yuanuniverse.
As for the market, after three consecutive falls, it may fall almost in the short term. After all, the sharp drop this morning was also affected by the mood of the sharp drop in US stocks last night. The position adjustment and stock exchange of institutions cannot be completed in two or three trading days. This process may last for several weeks. In recent days, if the fund does not invest in traditional Chinese medicine funds or sports and health funds, it is basically losing money.
However, I think we may have to wait until March to know which funds and fund managers can run out and become the strongest funds this year.
(Daily Economic News)
