Blockbuster weekend news!This morning's top three black swan events at a glance (1216）！
1. The market protection funds are sold day by day, and the resulting trading volume also shows the rapid market protection measures of the overall market. However, the performance continued to be sluggish, and the plate rotation also showed a decreasing trend. A few ** opened higher and then went lower. Most of them are in an avalanche of fast.
We have to understand that once money comes into the market from certain teams, they tend to start operating in bulk, which also means that we can assume that they are back to the market position they were eight years ago. In other words, those investors who took over the market at 21-year highs may not be able to relax even in the past four years. Next year will be the fourth year, and from next year, I guess this problem may not be solved for a few years. One super bull market is rarely followed by another super bull market. A small bull market will be left for medium-term investors to profit, while order takers will not be able to make easy profits.
In the month, the national economy continued to recover and improve, production grew steadily, and employment and prices were generally stable. In November, the recovery of industrial production accelerated, the service industry grew rapidly, and the added value of industrial enterprises above designated size increased by 66% year-on-year, 2 percentage points faster than that of the previous month. Among them, the equipment processing industry increased by 98%, and more than 60% of the industries and nearly half of the products resumed their growth rate compared with the previous month. The service industry production index increased by 93% year-on-year in November, and the growth rate was 16 percentage points faster than that of the previous month. Market demand continued to improve, and the retail sales of consumer goods reached 4,250.5 billion yuan, a year-on-year increase of 101%.From January to November, retail sales in the service sector increased by 195% year-on-year.
The current market** is no longer affected by any news, no matter how good the news is.
3. The peripheral RMB exchange rate is good, and the MLF data is good.
The market always opens higher and then moves lower.
So who ships in the market?
Some say this is due to the continued flow of money north. Let's take a look at a series of data: 3,000 points in 2018, foreign capital began to flow in. Up to now, the inflow has been nearly 2 trillion yuan, and the outflow has only been more than 100 billion yuan. Can these more than 100 billion transform the market into this?On Friday, the CSI 300 index hit a new low. This is the basis of ** holdings, which are all blue chip stocks. Looking at the current chart of blue chips, it is clear that institutional funds are cutting into the market.
So northbound funds can't always be said, most of them are held by **.
As for why destocking, the most direct reason is to deal with redemption. Especially at the end of the year, we need to release** to process redemptions. One party can't sell it, but the other party can handle the repayment, forming a vicious circle.
It is unlikely that a small number of thematic stocks will boost the market by speculating alone. In addition, excessive hype around the topic will also be regulated.
This is the current situation in the market. How should this be handled?
It is not advisable to cut the flesh, and the only option is to continue to live.
Chinese New Year's Eve** is expected to be a bit worse.