The active capital market will continue to impact speculative varieties, some of which Daqin Railway Subscription funds will return
In yesterday's "Thousand Seven World War", the Shanghai Stock Index suffered a big sell-off.
The trading volume showed signs of amplification, and the competition between long and short became fiercer. The market is in the "box shock period", and it is difficult to have a clear direction in the short term. Active funds will continue to operate on varieties with high speculative value, among which warrant varieties have great potential and deserve special attention.
Aircraft carrier shares rose in turn and took the opportunity to enter the market
Looking back at this week's market, the biggest bright spot is the launch of the super large aircraft carrier stock in the early decline channel. On Monday, G Long term TV rose by nearly 10%. On Tuesday, SINOPEC (China Petrochemical Corporation The increase was close to 7%. On Wednesday, G Baosteel rose as much as 3%. Yesterday, Bank of China In the morning trading, it once rose 2.6%, becoming the main driving force for the Shanghai Stock Exchange to hit the market. The author believes that the super aircraft carrier stock has become the "sea calming needle" of the market. After the listing of Bank of China, the total weight of several major heavyweight stocks such as Bank of China and Sinopec exceeded 40%, which played a vital role in the operation of the index. It can be said that as long as these major stocks refuse to decline, the market will not have much room for adjustment.
With the increasing pressure of capacity expansion macro-control In the overall environment of in-depth implementation, more and more investors withdraw from the market and adopt the wait-and-see operation strategy in the face of huge profit margins. At this time, the super aircraft carrier stock rose, which was regarded by investors as a good opportunity to enter the market to a large extent, resulting in yesterday's weakness. However, from a medium - and long-term perspective, short-term selling will not have a substantial impact on the market. For a long time to come, the market will experience a process of shock and momentum, laying a solid foundation for the future bull market.
Hot money has a unique insight into short-term intervention warrants
Although the super aircraft carrier stock has stopped falling and stabilized, the market has a strong wait-and-see atmosphere and hot spots are scattered. Individual stocks are mostly in adjustment, and only a few theme stocks are stronger. The general characteristics of this part of individual stocks are that the price is low, and the early increase is not large, which is a typical price supplement market. At the same time, the rise and rebound of super aircraft carrier stocks such as Bank of China lacked quantitative coordination, and suffered heavy selling pressure after the rebound. Under such circumstances, the Shanghai Index fell back quickly just after 1700 o'clock yesterday.
At present, there are not many market operation opportunities, and the linkage between sectors is poor, so there is a greater risk of chasing the rise. However, those varieties that are adjusted in place and have a small increase are still favored by the main funds, and opportunities emerge in endlessly. The author believes that the active funds in the session will continue to impact speculative varieties in the future market, bringing opportunities to the market. From the perspective of funds, more than 500 billion yuan of subscription funds for Daqin Railway were withdrawn yesterday.
Although yesterday did not play a big role in promoting the market, with the decline of the index, some of the funds will inevitably enter the secondary market again to hype the target varieties.
Further analysis shows that the main force currently active in the market is not the formal institutions led by funds, but the hot money that is sensitive to speculative varieties. For short-term speculative varieties, they have a strong ability to capture the opportunity of continuous big rises in volatile markets. As long as they are selected, there will be a rather fierce trend. The warrant has good liquidity and convenient access, and has the advantage of T+0 in the trading system. The renewed activity of warrants this week indicates that investors can focus on the inflow of active funds.
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