There are many stock trading experts, just choose one that suits you. Brother Zhao’s style is the most suitable for me, so I share it here:
Brother Zhao’s core idea is:
Buy: A shares is a market driven by funds. When only the hot topics are told, you will do your best. If the hot topics are gone, you will sell decisively and pay slowly.
Sell: Right order: It ends when you get the leader.
Wrong order: the wrong transaction will be cut on and the call bidding for on the second day, and then enter a new trading state, with the same source of profit and loss.
First interpret: Dragon Tiger List represents the most active and strongest funds in the market, including institutions, hot money and foreign capital. stocks that can be on the Dragon and Tiger List generally have short-term speculation and long-term investment value, and are also the birthplace of short-term monster stocks and long-term bull stocks. Therefore, through the Dragon and Tiger List data, we can not only intuitively see the main trading trends and market hotspots, but also provide us with important reference for choosing individual stocks. This article looks at the trends of the market's dragon and tiger list from Brother Zhao's perspective, hoping to bring some meaningful references to all teachers.
According to experience, under normal circumstances, the more you buy on the Dragon and Tiger List, the better; the more you buy on the Foreign Investment List, the more you buy on the Foreign Investment List, it is not necessarily good; the hot capital list should distinguish between good and bad capital.
However, because foreign capital is not on the list frequently, and foreign capital has gradually become hot money and hot money has gradually become institutionalized in recent years, today we ignore foreign capital and mainly choose some classic cases from the perspective of institutions and hot money to help everyone understand and use the Dragon and Tiger List.
1. How to filter individual stocks from institutional seats
First of all, everyone should distinguish the operating styles of institutions and hot money. Different styles, their stock price trends are also very different.
Institutional funds focus on fundamental logic, and the votes they like are trendy. For example, if an institution wants to push a stock to the daily limit, it basically makes detailed trading plans in advance. The position building process is slow. At what time and at what price, there are clear steps to pull up. Take action step by step, make steady progress, and slowly push the stock price to the daily limit like a bulldozer. This is also called the institutional trend board. The institutional trend board generally does not continuously pull the daily limit. At the beginning of the market, it rises 2 steps and retreats 1 step. Only in the main upward trend of , will it accelerate the continuous daily limit.
This kind of institutional ticket is not suitable for hitting the board near the daily limit, but is only suitable for low buying and lurking, because it gives you enough time to consider and enter the market, and there is no problem of buying or not buying.
is different from the institutional operation method. The hot money does not have a complicated position building process, or the position building process is very short. The hot money often uses the advantages of news and funds to grab the stock, and quickly blocks the daily limit, and directly absorbs the at the daily limit . This can achieve the goal of quickly building a position. There are also some tough hot money in the morning, opens and directly eats the daily limit. The biggest difference between hot money tickets and institutional tickets is the quick decision. Hot money often directly uses continuous daily limit increases to make a wave of market trends.
In addition, there are problems with real institutions and fake institutions, because some institutional seats currently have "non-institutional" identities such as quantitative funds and private equity asset management, and these are generally classified as "fake institutions".
In actual operation, according to experience, we generally filter "true and fake institutions" through the amount of institutional purchase and sale. For example, individual stocks with net purchase of of the institutional seat funds exceeding 100 million yuan should be paid attention to. (It's OK to about 100 million)
To facilitate everyone's detailed understanding, I will give you a few practical cases.
Case 1: JAC Motors 600418
After the closing of the market on July 26, 2022, JAC Motors's day's dragon and tiger list data:
(Picture: Daily Dragon and Tiger List-Column)
In the above figure, it can be seen that the number of institutional buyers is 1, the number of sellers is 0, and the net purchase amount on that day is 152 million yuan.
According to the principle we said:
1) Institutional funds pay attention to fundamental logic, and the stocks they like are trendy
2) Individual stocks with net purchases of more than 100 million yuan should be paid attention to.
JAC Automobile purchased a net purchase of 152 million yuan on the same day. If the institution dared to make such a big fortune, it must be interested in some of its fundamentals: OEM NIO + join hands with Huawei + cooperate with Volkswagen.
Here I remind everyone that in actual operation, because everyone's basic skills are not consistent, everyone's understanding of fundamentals is different. Some people may be optimistic about cars, and some may not be optimistic about cars. So how should we make a choice? Is it mainly based on fundamental logic or the amount of institutional purchases?
can tell you clearly that the amount of investment in institutions is the main one!
Because, the news of large funds is the most well-informed. They dare to enter such large funds, and they must have their own fundamental logic. However, few people (retail investors) understood this fundamental logic at that time, and there were few major financial media not paying attention to it. If you don’t believe it, wait for it to hit the daily limit and see, and there will naturally be a large analysis report.
Another problem is the number of institutional buyers and sellers. For JAC Motors, the net purchase amount on that day was 152 million yuan, and only one institution bought it, which shows that it is a real institution and was bought under very optimistic circumstances. Generally speaking, when the net purchase amount of institutions is certain, the fewer the number of buyers, the better. 1-2 companies are the best, which means they are confident and capable; but there are also institutions that buy one seat to five seats, which is considered a joint purchase, and the strength is slightly insufficient.
After talking about the above logic, the most core thing is here, can the stock price rise? The following figure is JAC Auto's daily K-line chart: Within 5 days after institutions bought 152 million yuan, the cumulative maximum increase was nearly 35%.
Case 2: Mingzhi Electrical Appliances 603728
Mingzhi Electrical Appliances is the recent big robot stock. In fact, investors who often pay attention to the Dragon and Tiger List attracted key attention as early as June 21.
After the market on June 21, 2022, Mingzhi Electric Appliances' day's dragon and tiger list data:
(Picture: Daily Dragon and Tiger List-Column)
In the above picture, you can see that the number of institutional buyers is 2, the number of sellers is 0, and the net buyer of the three-day list is 72.96 million. Yuan;
or according to the institutional principles we said:
1) Institutional funds pay attention to fundamental logic, and the stocks they like are trendy
2) Individual stocks with net purchases of more than 100 million yuan should be paid attention to.
Although Mingzhi Electric Appliances bought less than 100 million yuan, as mentioned above, it is OK to be about 100 million yuan. Stock trading does not require accurate accuracy, they are all roughly counted. Everyone has seen the trends behind
Mingzhi Electric Appliances. From being on the list on June 21 to August 2, the stock price doubled! Show the trend of institutional tickets to the fullest.
Case 3: China Merchants Nanyou 601975
Let me show you the power of institutional trends.
After the market on May 9, 2022, China Merchants Nanyou Dragon and Tiger List data on the day:
(Picture: Daily Dragon and Tiger List-Column)
In the above picture, you can see that the number of institutional buyers is 2, the number of sellers is 0, and the net buying amount of the three-day list is 313 million yuan;
or according to the institutional principles we said:
1) Institutional funds focus on fundamental logic, and the stocks they like are trendy
2) individual stocks whose net purchase amount of institutional seat funds exceeds .
Institutions bought 313 million yuan in China Merchants Nanyou, which is very rare. Looking at the historical low at the time, the stock price was shining when it saw it.
The 313 million yuan + stock price position of the institution is low. From these two points, it can basically be concluded that the probability of this guy going to reversal is high. As for the logic of the reversal, no one or research reports could be convincing at that time. Only after the stock price came out could there be a large research report covering it. Therefore, if we follow these institutional funds with a large amount of first-hand information and research capabilities, we should not be difficult to follow them, not to eat meat every day, but to drink some soup occasionally. The trend of
The trend of China Merchants Nanyou is also a steady trend rise in accordance with institutional methods, with the maximum increase in the range nearly doubled.
Case 4: Lianhong New Science 003022
Let me show you another case. Lianhong New Science on May 23, 2022 Dragon and Tiger List data:
(Picture: Daily Dragon and Tiger List-Column)
In the above picture, you can see that the number of institutions buying is 3. The number of sellers is 1, and the net purchase amount of the three-day list is 179 million yuan;
or according to the institutional principles we talk about:
1) Institutional funds focus on fundamental logic, and the stocks they like are trendy
2) individual stocks whose net purchase amount of institutional seats exceeds .
At that time, many people did not know what Lianhong Xinke was speculating on, and the performance in the first quarter at that time declined sharply, which was not suitable for those who looked at the performance. But institutional funds are bought for you with real money. What is the point of it that institutions like? We don’t have to worry about it, we just follow the institutions and follow the trend.
From May 23 to August 2, the largest increase in Lianhong Xinke in the range doubled.
Looking back now, what is the point of the institution looking at Lianhong New Technology? Performance reversal. Because Lianhong Xinke released its semi-annual report on July 22, its performance exceeded expectations. This is the pattern of institutions. It lurked in nearly two months in advance and can predict its performance exceeded expectations. Do you think institutions are awesome?
2. How to filter individual stocks from hot money seats
There are many hot money in the market, and there are good deals and bad money. Good money means that the individual stocks it operates have good rises. After retail investors follow the trend and buy, they will basically make profits, and there will be no trap. If you have money, everyone will make money together, which is very pattern.
On the contrary, the evil market likes to eat alone. Most of the individual stocks it operates are one-day tours, and the rise is not continuous. Once retail investors follow the trend and buy, the main force will smash the market and ship.
and . Please note that some big hot money nowadays don’t like to speculate on small-cap tickets. The current main funds are billions, and they also need to work together to attract hot money. They rarely eat solo. Small tickets are not suitable at all, with a market value of less than 6 billion yuan. Now the main players don’t even look at them unless there are special highlights.
The current minimum standard for the main vote is also based on the big picture. It will start with a market value of at least 10 billion yuan, because shipment is convenient.
So, nowadays, hot money is becoming more and more institutionalized, and you can often see hot money and institutions working together to operate a stock.
For popular hot money seats, , such as Little Crocodile, Fang Xinxia , Guojun Shanghai Branch, etc., they are all common "serious villages". They generally like trend tickets, not one-day tours, but they are all big-level markets!
combined with the current popular topics and policy news, to judge what the logic of the vote speculation on the list is, whether it is hard or not. Then, look at the technical aspects and if the technical form is good, you will basically be sure that the stock has to be done. Not to mention that you can eat with hot money, you can drink soup!
To facilitate everyone's detailed understanding, I will give you a few practical cases.
Case 1: JAC Motors 600418
Let’s take JAC Motors as an example, and the time goes back to May 23 this year.
After the market on May 23, 2022, JAC Automobile's Dragon and Tiger List data on that day:
(Picture: Daily Dragon and Tiger List-Column)
In the above picture, you can see that a first-line hot money crocodile bought a large amount of 145 million yuan.
(Note: There is no size requirement for hot money to buy, tens of millions are fine, of course, it is better to buy more than 100 million yuan)
Because we already know that the little crocodile is a Shanzhuang, so the tickets it buys cannot travel for one day and can be boldly tracked.
As shown in the figure below, after the little crocodile bought, the stock price basically did not fall sharply. After consolidation on the side, it rose one side, with a rainbow momentum.
Case 2: Changan Automobile 000625
In addition to the little crocodile, let's look at another Shanzhuang "King of the King Shanghai Branch" seats.
The following figure is, after the market on May 5, 2022, Changan Automobile 000625's Dragon and Tiger List data on that day:
Top hot money "Guojun Shanghai Branch" bought a large amount of 115 million yuan!
Because we already know that "Jiangs Shanghai Branch" is Shanzhuang, so the tickets it buys will not be a one-day tour and can be followed boldly. Everyone can see the subsequent trend of Changan Automobile, and its stock price doubled in less than two months.
Case 3: Everbright Securities 601788
Let’s take a look at the joint operation of the top hot money firm Xinxia and the little crocodile.
Do you still remember the surge in securities companies in the first half of 2022? The leader Everbright Securities was jointly created by Fang Xinxia and Xiao Crocodile.
After the market on June 9, 2022, Everbright Securities 601788 Dragon and Tiger List of the day:
Fang Xinxia bought 79.14 million yuan; Little Crocodile bought 63.03 million yuan;
(Picture: Daily Dragon and Tiger List-Column)
Hot money joint board is actually a group, just like institutions grouping white horse stock , only grouping can form a synergy, and only grouping can guide the market to create a money-making effect. Whether it is institutions or hot money, they are the main funds in the market. Stocks are fund-driven. Once funds form a joint force, how can they not rise?
Fang Xinxia and Xiao Crocodile are both top hot money, and they are Shanzhuang. The two of them worked together to buy Everbright Securities . At that time, the market had no understanding of securities companies. It was not until a few more daily limits were raised that the market discovered that the original leader was here.In the 5 trading days after the two hot money bought together, they almost stepped out of nearly 5 boards!
Finally, I would like to give you a friendly reminder: any analysis method is just a reference. In addition to considering capital factors, the stocks on the Dragon and Tiger List must also combine comprehensive analysis and judgments with market sentiment, technical form, position level, market index, etc.
