Judging from this battle this morning, it is difficult for the A-share market to not want to go up, but it just didn't go up much. Why? The shipment of technology stocks represented by artificial intelligence was too fierce, and some of them went to the top. In the morning, the net outflow of the main funds of the artificial intelligence sector was 14.4 billion yuan, which was the same as that of the same period yesterday. The concept of Huawei was even fiercer, with a net outflow of 15.6 billion yuan, the concept of robots was 12.7 billion yuan, the domestic chips were 9.5 billion yuan, and the institutional positions were 9.3 billion yuan.The reason why A-shares rose today is that the boss of A-shares had to show his support again, but the strength was not great, which truly reflected the spirit of stability. No matter the social security and insurance heavyweight varieties or the right-handed northbound capital heavyweight varieties, there was no more than 1% of the sectors, and the banks with the largest increase were only 0.7%.In the stock market, the pull-up is the easiest thing, and the shipment is the most difficult. It is the most difficult thing to convince retail investors that it is a big market relay and let them be firm and optimistic. This is the most difficult thing. New retail investors can, and those who are old-fashioned are hard to hold down.
At the end of last week's cycle, it is often accompanied by the arrival of the shipping cycle. In the shipping stage, it is not necessarily a way of falling. Just like now, the advantages will not rise. Why, everyone is busy shipping, pulling up, and rising? The purpose is to let more retail funds enter the market and fall, so no one will buy stocks, so they can only carry it like this.I maintain my judgment yesterday. Today is a slight downward trend. A-shares peaked in the short term. It's not that I am bearish on the market, but I think the current trend is to attract more retail investors. If it falls, it should be adjusted, that is, it will not be allowed. There is no trading volume yet. If it shrinks, it will be shipped. The main fund of A-shares will flow out by 36 billion yuan in the morning, which is very telling.Can only be the old routine, singing every day, playing every day, today is still the same, after the early opening, the shock, after 11 o'clock, the midday closing price, no accident, diving again in the afternoon, the market is pulling up, and today is another day of rising.
We can clearly see from the linkage of heavy positions, securities and artificial intelligence sectors of A-share second-tier main institutions that artificial intelligence groups are the varieties hyped by A-share second-tier main institutions. Before October 8, the main institutions speculated on the large-cap heavyweights, and after October 8, the second-tier main institutions appeared to speculate on artificial intelligence groups. During this period, most of the daily turnover of A-shares came from artificial intelligence groups, which shows that the second-tier main institutions were deeply involved, and it was more difficult to think of ship pulled.Nowadays, many people say that these varieties have been fried by hot money, which is somewhat optimistic. However, from the trend since November 27, we can clearly see that the main players frequently appear to support the market, and the market leader will never support these A-share gangsters.The routine of support is still to only pull the big index stocks in the two cities, Contemporary Amperex Technology Co., Limited in Shenzhen and Kweichow Moutai in Shanghai, but the increase is not big. Support is also reluctant, and it is also a roll of eyes, muttering in the mouth. After all, it is my younger brother. The object of support is artificial intelligence groups and large fund holdings.
Strategy guide 12-14
Strategy guide 12-14