Interpretation How do you see the restriction on net selling by large institutions?

Mondo Finance Updated on 2024-02-23

【Author's Profile】Songuo comes from a private equity champion team, with a cumulative scale of 10 figures. With 13 years of investment experience, he is good at ** and restructuring, and is now the manager of Sunshine Private Equity.

Injured stockholders, are your wounds better now?

* Approaching 3,000 points, is everyone's money back?

Such a ** is easy to activate the confidence of the market, but, according to my experience, the general market needs about two weeks, this week is basically all up, as long as it does not fall next week, confidence will be greatly restored.

That Thursday, we focused on three topics: first, there are rumors of regulatory window guidance, for this large private and public offering, the opening and ** half an hour before the net selling is prohibited, let's talk about the impact and coping strategies; Second, 3,000 points are coming soon, so whether it is to respect the trend or contradict the trend and other opportunities, we will also talk about it; Thirdly, let's talk about opportunities

First of all, let's say that there is news that the regulator guides in the opening and the first half-hour window of **, prohibiting large institutions from net selling

Impact, I think you look at it in two parts: the first, which is guided by the window for 1 hour, the second, and the other 3 hours. Let's put it this way, if you are guided by the window, then these two time periods should be the strongest time period of the whole day, and according to our past experience, this is also the most active stage of the whole day's trading volume, and the strongest stage is prohibited from net selling by the window guidance, which must be good, and this kind of good is real, giving other small and medium-sized investors and ** profits.

We should think like this, if this stage is guided by the window to rise, it should not be a fuss, we should pay more attention to it, if it is still ** in the window stage, then you think about whether you should be careful.

If the opening half hour and the first half hour are, then run fast and reduce positions, which is what the market should pay attention to the most!

On the contrary, in the middle of the 3 hours, because the selling order is relatively concentrated and weak, it is normal, and some ** if at this time, it can still rise This is very strong, which needs our attention.

Be sure to think in reverse, be careful with the first half an hour, and in the middle of the period, **is up, then you pay attention to his chances.

Second, 3000 points are close at hand, what should I do?

Then I think the trend is greater than everything, in the face of the general trend, the dust of the times falls on everyone is a mountain, and the trend is the same, when the trend comes, it is more about focusing on structural opportunities. In my opinion, the repurchase and increase of holdings and the purchase of double buff blessings by a certain team, the short-term **3,000 points will definitely be won, and it may have to enter the stage of seeking a breakthrough or looking at the market direction again.

We are in the judgment of the whole A after the holiday, as a whole, it is conservative, that at present, it has surpassed the **, and has begun to have trend funds into the market, at the same time, we also proposed that there is no need to look at the performance before the first quarter, everyone can speculate, then the current micro level is indeed very friendly, so we must grasp the structural opportunities like our fishing (tail plate grabbing) these days, that on the whole, it is actually very suitable for this market, of course, other people also adapt to this market, because ** has a chance to come, It doesn't matter if you judge right or wrong.

Finally, let's talk about the next opportunity, ** to accelerate over 3,000 points, according to previous experience, when passing the whole number, it is more effective to have a large ticket

Therefore, ** may be 3,000 points will be accelerated, the general integer time, is the big ticket in the prefix and this finance, like the brokerage represented by the insurance these, on the whole, the elasticity will be greater, at the same time, in the medium term, the current market is still the logic of wrong killing.

In summary, the window guidance is good for the market, especially for small and medium-sized investors and **, the 3000-point trend is greater than everything, more to grasp the structural opportunities, in the ** acceleration over the integer time, the general Chinese prefix, financial stocks and some broad-based ETFs are more beneficial, at the same time, the repair of the medium-term wrong kill is still repairing, so we are still grasping the structural opportunity.

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