The market's nine consecutive gains are everyone's common expectation, but there will also be obvious resistance. Shortly after the opening of 3,000 points, the impasse began, and money was ready to move. Who smashed the plate at the critical moment?The two major phenomena that happened today are quite intriguing: A-shares: who smashed the market at the critical moment?The emergence of three phenomena is intriguing
1. The SSE 50 Index opened unilaterally**. High-dividend sectors such as banking, insurance, electricity, and coal led the decline. What signal does it send?
If the SSE 50 opens**, it may be difficult for the index to stand alone. The SSE 50 represents the index weight, which will drag down the index. Judging from the trend of today's opening, there was a unilateral adjustment at the opening of the Shanghai Stock Exchange 50 Index, which is obviously an outflow of funds, so what kind of funds are there?
To analyze this problem, we need to understand two logics: first, what kind of ** will choose to participate in the SSE 50 plate?Secondly, who is at the bottom of the ** banking, insurance, electricity and other high-dividend industries?
The answer to this question should be obvious. For ordinary **, they generally like the concept of theme and hold more small and medium-cap stocks with small circulation. **Shares have good liquidity and low liquidity. The scale is also relatively large, and it is often favored by institutions or red teams;
Think about last year's "bailout", what went up the best?Naturally, it is the beginning of the Chinese word at the bottom, the big finance led by the bank, as well as the power and coal with high dividends, etc., these ** shoulder the task of saving the market and protecting the market, so they chose the easiest plate to boost the index and stabilize the participation sentiment;
So what signal did the ** of these plates send today?Are you not optimistic about the market prospects?Please refer to the following two points:
2. The optimism about the future of A-shares has not changed. Today's opening** does not mean that the red team is no longer optimistic about the market outlook. It's just **in just two weeks from 2600 to 3000 points, **400 points. It's not very slow either. Judging from the funding arrangement of the task of protecting the city, it can be regarded as the completion of the task in stages. It is needed temporarily. Tweak it;
Secondly, the high-dividend sector has a certain range in the past month, and it also needs a certain degree of reshuffle. Most of the chips at the bottom are still in the hands of institutions, but there will be a certain amount of follow-up funds in the process, which requires a certain amount of funds. Dishwasher;
Therefore, the adjustment of the Chinese prefix and high dividends is more like a market wash. In the long run, the tasks of these departments will not end so quickly. Wash off the floating chips and gain the absolute initiative, which is conducive to the market to control the market outlook;
In general, we should look at the performance of these sectors rationally. The initial ** of heavyweights and blue chips also laid the groundwork for it. After the weight is established, the theme can fully bloom;
3. The outflow of domestic funds exceeded 10 billion within one hour of opening. There are signs of recovery in short selling**. Northbound funds may be the next market leader. At present, the scale and speed of domestic capital outflows are relatively fast. In less than an hour, more than 10 billion funds flowed out, and ** has risen to about 3,000 points. Some shorts may be under consideration;
A large part of the reason why our market is difficult is that domestic capital wants to smash the market when it is the first time. As a result, over time, many people will develop a certain "fear of heights". When some people feel that it is easier to profit from going long, it is difficult to control the momentum of shorting;
For example, ***400 points, some funds will inevitably start to make profits, but many ** have not yet been unsettled. Then the profit-making **, especially some domestic institutions, may have other ideas. This phenomenon still needs to be monitored;
After two weeks of continuous strong pulling, there will also be an appropriate **, using the time window at the end of the month to clean up the short-term small highs on the way, especially some funds break through the trend to enter the market, which lasts for about 4 days.
Short-term volatility is the biggest obstacle to long-term funding. Eliminate the chips at the bottom first, and then squeeze out the chips that are chasing high. The shrinkage that occurs in the middle is basically the method of squeezing afterburner, and the washing technology is done in the market. , the plate looks very relaxed.
After 8 consecutive days of good, it definitely needs to be **. This batch of short-term positions is now being liquidated. In the direction of washing, the more thoroughly you wash, the easier it is to pull up.
Now that the broker has just climbed ashore from the water, he must shake off the dirt and dust on his body and regather energy for the next stage of **. Brokers who complete the adjustment ahead of schedule may regret it. Either way, the chips aren't there. Maybe let it go, the high point has not been reached, and the time loop has not been completed. Just don't be afraid of the shock and stick to the weekly cycle.