Before the market opened, Ma Ben was invited to participate in the discussion of 5,000 points for A-shares. He didn’t like the price of 4,000 points for several dishes and drinks, so he went straight for 5,000 points. The recent independent market price of A-shares has made the m

Before the market opened, Ma Ben was invited to participate in the discussion of A shares 5,000 points. This is a few dishes and drinks that are worth 4,000 points, so he went straight to 5,000 points. The recent independent market price of A shares has made the market sentiment a bit too excited. From the pessimism and despair of 2800 at the end of April to the blind optimism of 3400 at the end of June, in just two months, the emotional pendulum was vividly reflected in A-shares.

actually had a bad premonition after seeing this kind of news. As a result, today’s trend of extreme joy and sadness is not surprising.

Looking specifically at the

index level, the index did not drop much today. The Shanghai Stock Exchange Index fell by 1.40%, and the GEM fell by 2.53%. This was mainly due to the fact that low-level real estate, infrastructure and finance took over funds from high-level automobile stocks and track stocks, but stocks is very miserable. It has hit the limit and many stocks have plummeted.

Compared with the index's decline, today's trading volume is too large. and were 500 billion in half an hour after opening. The automobile sector's volume in half an hour was equivalent to yesterday's full day. High volume is not a good signal. Shanghai and Shenzhen all day The daily volume of and is 1.31 trillion, and the price is skyrocketing. Those who want to catch up will have to pay for this wave of oversold rebound.

repeatedly emphasized that the northbound funds, which determine the direction of the market trend, maintained a net outflow throughout the day, but the magnitude was not large. There were several billion net sales during the session and 1.683 billion net sales throughout the day.

Compared with the mild shipment of northbound funds, the selling of domestic main funds was more fierce. There was a net outflow of tens of billions in the early trading, and a net outflow of 80 billion+ throughout the day. This is in line with the optimism of foreign funds and caution of domestic funds in this wave of market conditions, so It is still the domestic institutions that cannot stand up. The incremental funds in this wave of market conditions are firstly northward foreign investment, and secondly, two financing leveraged funds.

In terms of industry sectors, today is a general decline, but there is also rotation. For example, real estate stocks, infrastructure stocks, and banking stocks that were the top gainers today were the top losers yesterday, while automobile stocks, photovoltaics, and new energy were the top gainers yesterday. The logic of high-low switching continues, but today More violent.

Take the core automobile stocks as an example.

Automobile stocks rose sharply in Changyang yesterday, but fell sharply in Changyin today. The three major branches, complete automobiles fell 7.68%, automobile services fell 5.07%, and auto parts fell 5.13%. Ranked among the top three in the decline list, individual stocks fell to the limit trend.

In the automobile sector, the new leaders Ankai Bus and Asia Star Bus have gone from the daily limit to the lower limit; the popular leader Xiaokang Co., Ltd. Changan Automobile has dropped to the limit. Among them, Changan Automobile has a daily trading volume of 16.46 billion, and it is still on the lower limit. 50 million shares of closed orders ; and BYD also fell sharply with a turnover of 12.25 billion yuan.

It is worth mentioning that the actual controller Armed Forces Group 's reduction of holdings can be described as accurate " escapes the top of ". It reduced its holdings by 41.85 million shares on June 28, with an average price of 20.3 yuan/share. , judging from the stock price trend, yesterday (June 28), the company's stock price hit the daily limit, closing at 20.35 yuan/share. This also means that the Armed Forces Group reduced its holdings to almost the highest point yesterday.

Today's limit-down trend in auto stocks is mostly related to the shutdown of Zhejiang Shibao , the release of Haiqi Group , and the continued supervision of the special suspension of Zhongtong Bus, but it is only a trigger. After all, it is too crazy. Yes, there are many stocks that have doubled several times. Today, not only the monster stock collapsed, but high-position stocks and track stocks also collapsed.

is still a familiar big A-share, it will go crazy if it is released, and it will die if it is controlled!

At the individual stock level, today is a general decline. Nearly 4,000 stocks fell, and they fell below the limit. There were a lot of stocks that fell sharply, and many of them fell by 20CM. For example, the recently popular stocks King Kong Glass 20CM fell by the limit, Ankai Bus, and Yaxing. Buses, Hongxun Technology, and Zhenbang Intelligent have gone from the daily limit to the lower limit. These are the most popular high-priced stocks in the main line sector recently. This kind of is killing , which has a huge impact on market sentiment and money-making effects.

Generally speaking, A-shares today staged a trend of extreme joy and sorrow, and high-priced stocks in the main core sectors were the main force in the decline. The index decline was not large, but it had a great impact on the market's bullish sentiment and money-making effect. The trading of northbound funds in the next two transactions will be suspended. Domestic institutions will compete for the final performance ranking in the middle of the year, and the market will fluctuate violently.In terms of response, we should be cautious at the end of the month and quarter, especially for high-end stocks. We should continue to be cautious about high-end stocks in high-end sectors. For structural opportunities, we should continue to focus on low-end stocks in low-end sectors. The interim results should be in the direction of high expectations, such as biomedicine .