You can't say anything about today's A shares, there are a total of 5,007 companies to be raised today! Judging from the ** chart, the index did not fall much today, but from the data, today is completely miserable! This is simply excessive! In this case, if I still say that I made money today, it is probably pulling hatred. And from the ** chart, today's index left a downward gap, this gap is not simple, let's take a look at the previous downward gap, if there is no turnaround, then what I said before, xxx point start, I'm afraid it's going to come true, I don't want it to come true! In fact, today's ** is very good to analyze.
Obviously, the rhythm of today's intraday is exactly the same as yesterday's review, the institution is still smashing, and the index can't go sideways at all, but jumps downward, so if there is any pull up in the intraday, that is, sell, yesterday's article made it very clear. From the plate, today's Shanghai Free Trade Zone, the Chinese word prefix is completely differentiated, and it is everywhere. In the early stage, the media game, CPO, and new energy sectors that can play emotions collectively continue to blow the hammer. And the **, that is, the non-mainstream sector, typical such as electricity (said yesterday), agriculture (should be the capital of the ambush No. 1 document). The other is the coal sector, which is relatively a safe-haven sector, which is okay today (there was a reminder at the beginning of January this year), and there is really nothing to say about the rest.
Today's Zhongzitou and Shanghai Free Trade Zone plates, in the end, there are only one or two seedlings left, and the others are not good, the only seedlings in the prefix are China Haicheng, China Television Media, Shanghai Free Trade Sector only Yangtze River Investment, Pudong Construction, as for the others, all were smashed through, in fact, there was a reminder last night:
In this case, some of the more well-known tour capital today wanted to do anti-nuclear recognizability, such as Shanghai Phoenix, Pudong Jinqiao, which is a typical tour capital ignition anti-nuclear, but in fact, the final result was buried.
I saw 92 Kobe Bryant in the tour capital group saying that he was also buried today, and the Beijing speculators were also buried transparently today, so it can be said that several well-known tour capitals are buried solidly today, and it is not an exaggeration to say that the tour capital boss is losing money.
The reason for this situation is also very simple, in fact, it has something to do with the nature of this round of market. Because this round of urgency, and the plate is very concentrated, the funds are concentrated in the prefix and the Shanghai national reform, these two directions, the prefix came too fast, many people reacted, and Shanghai is basically a tour of capital to eat alone, a day a word board, no change of hands, there is no liquidity.
Typical, such as the ticket of Pudong Jinqiao, yesterday was still reminding everyone that there was a missing order, as long as it changes hands today, it will be death directly, and the anti-nuclear funds have been done, but they are still buried.
So the final result is that the Shanghai Free Trade this round of chips can not change hands, the Chinese word head here to pull the index to pump the entire market liquidity, yesterday the Shanghai free trade zone ** has been differentiated, today is more extreme.
How to play with foreign capital? Smash first and then buy, yesterday was the same, yesterday was the first to smash, and then the tail was bought, today is also the opening pull to smash quickly, the tail is back. This is the northbound ** fund, doing t. At present, whether it is domestic or foreign capital in the face of any industry, it is the above practice, whether it is science and technology, or weight or finance, and even new energy that has been at the bottom.
Coal alone, as I said before, is a defensive sector, but in fact, domestic institutions have been increasing their positions, but they are also doing T every day. Coal is almost the only safe haven for big money right now.
The signs of lock-up in the coal sector are obvious.
So what now? In fact, today, I think everyone is going to start to be vigilant again, what was the previous vigilance, that is, the snowball knock in, because the snowball knocked in to hit 2719, and the result was that the prefix pulled up the index, everyone may have forgotten about it, today so go, have you remembered, in addition to the snowball knock in, there is also the financing disk liquidation, and finally there is the risk of equity pledge liquidation, which is all layer by layer.
Is that all there is to it now? Is there no turning point at all? Actually, there is, tomorrow, and you will know as soon as Thursday if the market recognizes it.
There is a phenomenon and a logic that I will give to you.
Pay attention to today's Treasury bond trend, today's 10-year Treasury bond active bond yield fell 0Seven basis points, compared to the valuation of Chinese Treasury yields, the lowest since June 2002, reflects the expectation that funds are trading interest rate cuts. Another one.
The logic is that yesterday's inner circle review was written:
Phenomena, logic, I have given it. This is the biggest turning point for A-shares at the moment. If the market recognizes, then the turnaround is Thursday, and if the market doesn't, it's not very good. And if you want to have a turnaround on Thursday, the premise is that the ADP employment data from the ugly country is released on Wednesday, and this data is better than expected.
Pay attention to the premise!!
As for whether the Ugly Fed rate cut is useful for A-shares, what do you think, this is a matter of opinion.
My attitude is the above, this is what I call a turnaround, and it is the only turnaround I think for A-shares at the moment. None of the others are numbered. You look at how many heavyweights come out and say they want xxxx, do you think it works?
The funniest thing is that there are so many big Vs who say that the suspension of the refinancing of restricted shares is good, and my article that day is a question mark .........That thing is purely a positive emotion, but it is essentially negative. You must know that there is a time limit for the refinancing of restricted shares, and you are not allowed to lend them now, so what should you do with the previous loans? What if there are any that have not expired? it! How low it is to hit it, make money like shorting, and finally return the coupons. This is that there are still loopholes that have not been filled, dear!
It seems that something happened, as if nothing happened, and the money was short-sold. I haven't done it in a brokerage, you guys know it's a bad thing, hey. On the surface, it is good, but in fact there are loopholes that have not been filled, that is, it is negative, unless there is a regulation immediately now, and it must be returned within three days, otherwise it will continue to smash .........
So what to do with the market, only a greater benefit can be done, so if the ugly Fed cuts interest rates clearly, the market will not recognize this kind of thing, then there is really no trick, and the previous low is ready to break.
Of course, this is all about each other, I said that this is a turning point, optimistic friends may think, there is no or not, as long as the ** control is good, then the more you fall, the more you buy, in fact, you should be more excited. But if you are pessimistic, you may think that nothing good will work. For example, if the market does not approve of it on Thursday, or it does not, then perhaps these friends will be even more pessimistic.
Here I have to talk about the mentality. No matter what kind of prediction you make about the follow-up, leave the bullet as much as possible, and only if you don't have a lever can you have a chance to survive.
I won't say anything about scolding my mother, anyway, everyone scolds it, it's meaningless, sometimes the market is not good, and when facing other bad times, it's the same, it's just difficult, sometimes I find that if you don't look at the account one day, maybe the market has gone up, and after a long time, you will be bearish. Figured it out, that's what it is.