So yesterday, the market opened higher and went lower. Is it really big money that is smashing the market? This can actually be seen from yesterday's transaction data. In this morning's [A-share news], Brother Jun analyzed in detail the position adjustment actions of institutions and hot money seats yesterday. Although yesterday's institutional funds did have a moderate net outflow, the outflow of institutional funds was only due to the decrease in buying, not the release of selling.This trend is very similar to that from July 11 to July 19 this year. The market has always maintained a broken upward trend. As long as it falls, there will be funds to support it!Yesterday, both the A-share market and the Growth Enterprise Market index opened sharply higher and went lower, which was very ugly. After the A-share market closed, the decline of Hong Kong stocks expanded. Last night, the FTSE A50 and Nasdaq China Jinlong Index both showed obvious corrections, and the China Jinlong Index fell by more than 4%!
It is precisely because of this that Jun Ge will analyze and point out in yesterday afternoon's article that three times of opening higher and walking lower are only similar in shape but not in spirit, so the trend in the next few days will naturally not fall sharply continuously.Second, in the early stage of the meeting, in addition to the financial advantage, there is a more important political task, which is to maintain stability during the meeting and avoid large fluctuations in the market. The purpose of maintaining stability here is not only to prevent the short-term sharp decline of the market, but also to prevent the sharp rise. If it is a sharp drop, it will increase the buying power to pull up the index. If it is a sharp rise, it will throw out the chips for the pressure plate last Friday.Finally, Jun Ge will talk about the latest changes in the internal structure of the market!
According to the analysis of Jun Ge [A-share news] this morning, there were only seven stocks with a net purchase of more than 10 million in the main institutional seats yesterday, and three of them came from the same sector, that is, prepared dishes! Prefabricated dishes are a relatively flexible subdivision direction in the theme of big consumption. Under normal circumstances, the main institutions rarely switch positions to the theme of big consumption, because the growth of the theme of big consumption is generally not high, which belongs to a typical defensive theme. Yesterday, the main institutions suddenly increased their positions to prepare vegetables, which needs our great attention.It can be seen that the power of shorting yesterday mainly comes from two aspects. In addition, the willingness of the main institutions to undertake is not strong, which eventually forms a situation in which the whole market is high and low.First, compared with any other funds, the national team is more familiar with the macro-adjustment strategy of the top level, and enters the market accurately before the Politburo meeting, mostly knowing that there will be great benefits at the meeting. Therefore, entering the venue last Friday can avoid chasing after the meeting, which has a greater cost advantage!
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13