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Review today's
After opening slightly higher today, the market fluctuated and fell all the way, and small and medium-sized stocks fell sharply. In the afternoon, the market strengthened rapidly under the active theme stocks. The Shanghai Composite Index once hit 3400 points and plunged again in the late trading. As of the closing, the Shanghai Composite Index was 3387 points, an increase of 0.36%, the Shenzhen Component Index was 11566 points, an increase of 0.63%, and the ChiNext Index was 2485 points, an increase of 0.00%. The total turnover of the two markets was 749.7 billion yuan, and the trading volume of declined, and the market sentiment was relatively low. From the market perspective, Shenzhen's state-owned assets reform, sports, large aircraft and environmental protection have the highest growth rate. "monster stocks" have made a comeback, with Tel A, Qianneng Hengxin, Haixin Food, and Bunny all hitting the daily limit one after another.
stock index futures, futures opened high and closed low today. In the afternoon, the three varieties rebounded and then fell back again. As of the close, IF1511 rose 0.67%, IH1511 rose 0.17%, and IC1511 rose 1.01%. This week, the total holdings of the three varieties of the period index generally continue the previous pattern of increasing positions . The premium and discount data also reflect that long and short are cautious. Since the main force changed the month last Monday, the contract discounts for the three major futures index varieties have remained high for the month. The discount for IH is slightly better and only 31 points, and the IF discount is basically greater than 100 points, and the IF discount for the three trading days this week remained above 110 points. The weather vane IC discount for this round of rebound has been expanded to 365 points . Judging from the discount data, the short-term trend is slightly unoptimistic. However, the degree of discount is still closely related to the market atmosphere. If the market atmosphere can be improved in the later stage, the discount will be repaired quickly.
funds flow upward, hotels and catering, optical and optical electronics, transportation equipment services and other funds flow upward, and logistics, banks, steel and other funds flow upward. (See the capital flow for details)
comments
This week's market high point fell, Monday's high point was 3457 points, Tuesday's high point was 3441 points, yesterday's Wednesday's high point was 3439 points, today's high point was 3411 points. With the downward movement of the high point, the trading volume has also been shrinking for four consecutive days. Today, the trading volume in the Shanghai Stock Exchange is less than 300 billion, which means there is no panic trading or breaking. It is basically a narrow consolidation state. Therefore, after four days this week, the market fell less than 1%.
has pressure on the short term and support on the bottom. The market still needs to fluctuate and consolidate between 3300 points and 3450 points, and repeatedly wash the market before it can continue to rise. Currently, the 30-minute high point moves downward and the low point moves upward. There is no conclusion yet to determine whether to break or break through. A conclusion will be given tomorrow! From the mid-line perspective, tomorrow is the last trading day of this month, and the monthly K-line will close tomorrow. No matter what trend will appear tomorrow, the monthly K-line closing of the positive line in October has become a foregone conclusion.
html January K-line is a medium-line indicator. Since the 5,000-point bearish point, the market has seen four consecutive monthly negative lines, so we predict that the market will close in October in September with a target of 3,500 points. It seems that there is no problem with the 10% increase in October's positive line, but the October high of 3457 points is still a little short of leaving the target, because the current May line is 3517 points, which is a bit stressful. Continue to be optimistic about the market trend in November. The market target in November is to stand on the May line and there is a probability of reaching 4,000 points. The real big adjustment is in December. (Financial Investment Advisor Ding David)Key points today
Monster stocks are rampant, theme speculation will continue
On the market today, Tel A hit the daily limit again, but today is not a unique person. Under its leadership, many "monster stocks" such as Bunny Baby, Haixin Food, and Qianneng Hengxin have hit the daily limit one after another, and the market operation enthusiasm is extremely active. In fact, the market has fallen many times recently, but they have recovered strongly, especially the 100-point washout on Tuesday, which shows how limited the current market decline is. In addition, the central bank's "double reduction" in the early stage and the entry of pension funds into the market will be fully launched next year. Whether it is policy or long-term funding attention, it will have a positive impact on the market, and the downward space of the index is basically very small. The current intraday dive is mostly caused by the recent profit-taking and the trapped selling pressure plate near 3,500 points in the early stage, but this suppression force is weak and will be gradually digested after the market fluctuates.What’s more important is that even intraday adjustments have not been able to stop the rampant monster stocks from moving forward. The performance of the move has been greatly increased or even turned, reflecting the bull market of some individual stocks, and these individual stocks also show that even if there is a bull market in the later period, it is not a bull market in the market. For the market, with the continuous rise of individual stocks in the early stage, the short-term upward pressure here is highlighted, and with the superposition of profit-taking selling pressure, the difficulty of upward indexes has increased. At present, pension funds will be fully launched next year, and the role of long-term funds in the market support is expected to gradually reflect. After the market continued to rise, short-term stock adjustments and stock exchanges continued, and the correction space here is relatively limited, and it is still a good opportunity to increase positions when the price drops are low.
Two major sell-offs appeared on the market
The most fierce appearance is that the ChiNext Index frequently plunged weakly and sold off. This shows that after the ChiNext soared by more than 20% in October, its chips began to loosen at the high level and funds began to adjust their positions one after another. After all, the current dynamic price-to-earnings ratio of the ChiNext Index is as high as 100 times, while the Shanghai Stock Exchange is less than 14 times. The huge valuation difference will prompt funds to escape theme stocks with huge increases. This can also be seen from the unstable chips of Yilianzhong, which are the market value of ChiNext Index, and the frequent plunges and sells down. The varieties with excellent performance in the ChiNext Index have begun to plunge into unstable chips, indicating that the funds that were ahead of their consciousness have begun to secretly withdraw from it. As the saying goes, "A soldier is a bear, and a bear is a bear." In the leading leaders, we should adjust our positions and exchange stocks as soon as possible for stocks with excessive gains, loose chips, large volume stagflation, counter-trend declines and main force escaping.
In addition, the volume of the two markets has been greatly reduced. After the market plunged on Wednesday, the volume of the two markets shrank sharply on Thursday, and the total volume of the two markets in the early trading was only 400 billion, which shows that market sentiment has become more cautious after the sell-off. After all, the Fifth Plenary Session of the 18th Central Committee of the Communist Party of China will close today, which will prompt the previous hot spots to face the risk of positive performance, which will form a new and larger short-selling momentum, which will trigger the Air Force to smash the market significantly in the future.
big guy action! Xu Xiang, the top private equity firm, may have taken action again. Wang Yawei chose to reduce his holdings in
Recently, some data from Zexi's official website shows that "Xu Dashen" may have taken action again.
Recently, data from Zexi Investment’s official website showed that the latest net value of Zexi Phase 1 on October 23 this year was 4.4727 yuan, which is 0.1255 yuan more than the net value data of 4.3472 on October 16. In addition to the first phase of Zexi, the net value of Zexi Phase IV also rose from 261.05 yuan to 267.80 yuan, the net value of Zexi Phase IV Phase IV has risen from 235.07 yuan to 236.997 yuan, and the second phase of Zexi Phase II and Zexi Phase III also have significant increases.
It is worth noting that from September 18 to October 9, the net value of Zexi Phase IV still fluctuated between 255.30 and 255.98, and the changes were not obvious. Some analysts said that during the uncertain market trend, Zexi Investment is likely to choose to operate short positions or low positions, and the net value has not changed much. The recent increase in Zexi Investment's products may mean that Zexi, who has reduced its positions in the early stage, has increased its positions again.
In addition to the recent changes in Zexi Investment's net value, there are obvious signs of increasing positions, some other low-position private equity funds have also taken action in the near future. It is reported that around the National Day, well-known private equity firms such as Xinvalue Investment and Suifu Investment were also actively operating, and they have increased their positions or adjusted their positions.
, like Xu Xiang, is Wang Yawei. Judging from the disclosed information, Wang Yawei seems to have reduced his positions overall in the third quarter.
According to the interim report of listed companies, these five products managed by Wang Yawei appear on the list of the top 10 circulating shareholders of 25 listed companies. As of October 27, nearly half of the above-mentioned companies have disclosed their third-quarter reports. Judging from the information that has been disclosed, private equity tycoon Wang Yawei seems to have overall reduced his position in the third quarter, including Storm Technology, one of the recent monster stocks.
In the past two months, industrial capital increased its holdings by more than 50 billion
Industrial capital increased its holdings intensively, with a net increase of more than 50 billion yuan since September, and nearly 10 billion yuan in October alone. Big blue chips led by banks, securities and automobiles have become the main targets for industrial capital increase in recent years; insurance funds such as Qianhai Life Insurance, Life Insurance, and Centennial Life Insurance have frequently "raising their shares", which has become the main force for increasing their shares.However, some institutions have continued to ship in the rebound since October, and some short-term strong stocks have seen obvious signs of reducing holdings when they are high, which may indicate that the market is still relatively different from the future market.
future market strategy
Today's cross star is more of a signal of selling down, especially the risk of selling down in the future of the stocks with the ChiNext-type theme will be greater, and we should not be lucky. When we see that the situation is not good, we should immediately cut the position and exit the market to avoid being trapped, such as the following five types of high-risk individual stocks.
1. As long as it is a stock with unstable chips, shaky stock prices and deteriorating technology, we should adjust our positions and exit when it rebounds; 2. The stock price is still seriously inflated and relying on stories to speculate on Feitian theme stocks, we should not stand under the dangerous wall; 3. Individual stocks such as hot money and overdraft performance, these stocks often become the new force in the market crash in the decline; 4. In the early stock market crash, we can escape the disaster, and when the limit is opened, we can be eliminated. After all, the risk of such stocks making up for the decline is extremely high; 5. In the recent trend is weaker than the market and the downward trend has formed, we should not have any illusions about individual stocks. According to the latest forecast of individual stocks, 312 stocks have these five major selling factors, and may continue to sell and adjust in the future. (Guangzhou Wanlong)
Tomorrow's daily limit forecast
Hot sector speculation: Network security welcomes another good opportunity to layout
Implementation probability: 75%
Reason description: On the 29th, the first China Internet Security Leaders Summit guided and prepared by the Central Cyberspace Affairs Office will be held in Beijing in early November, and Internet giants such as Tencent, Baidu, Alibaba, and JD.com, as well as regulatory agencies such as China Electronics Technology Standardization Research Institute, China Information Security Certification Center, and China Financial Certification Center will all participate. The conference will put forward the issue of "new Internet security ecology" for the first time, aiming to establish a new order of Internet security. German Chancellor Angela Merkel, who visited China, also said that the Internet is drafting an agreement to oppose the theft of cyber espionage and trade secrets.
future market strategy: Recently, market hot spots have been hyped. With the positive stimulus and hot money attention, the concept of network security is expected to be hot again, and investors can place relevant stocks on dips.
Today's daily limit revealed
[Real Estate sector] Zhong Real Estate, Shenzhen Zhenye A, Zhejiang Dongri, Shen Property A, Zhongguancun, Bao'an Real Estate: The double decline ignited the enthusiasm for home purchase
Anxin Securities believes that the recent double decline actually reacted to a certain extent. The real estate sector strengthened two days ahead of schedule, but the double decline played a crucial role in promoting fundamentals and stabilizing housing prices, especially the stability of housing prices in first-tier cities. Housing price expectations in first-tier cities are getting higher and higher, and the enthusiasm for home purchase has been ignited again.
[Military Industry Section] Aerospace Changfeng, Zhongyuan Special Steel, Aerospace Chenguang, Baoti Co., Ltd., Jinxinnuo, AVIC Electric Testing, Shenseg: Military construction has been raised to national strategy
Recently, military industry integration has been frequent. Northern International announced that the company received a notice from its actual controller, China Northern Industrial Company, on October 21, which is planning major asset restructuring matters involving the company. Coincidentally, China Shipbuilding Industry Corporation previously injected some assets of five military research institutes into Fengfan Co., Ltd. The latest news is that Northern Entrepreneurship, which has been suspended for half a year, recently announced its restructuring plan, and the company's controlling shareholder Yiji Group and its subordinate units inject high-quality assets into the listed company.
In addition, this week, US warships set out toward China's South China Sea, and the complex international situation has pushed the military industry to the forefront again.
In addition, according to media reports, the Australian Defense Minister said today that the Australian Stuart and Arlanda ships will conduct joint military exercises with China in the South China Sea. The Defense Minister said that China and Australia have regular visits and exercises, and this trip will not be changed due to the US military's approach to the South China Sea islands and reefs on the 27th. The Australian cabinet secretary earlier said that Australia would not follow the US behavior; Australian scholars said that Australia wants to avoid being regarded as the "deputy sheriff" of the United States in the Asia-Pacific region.
[Belt and Road] Zhuhai Port: Signed a large order of 6.5 billion yuan with China Sea Port Control to jointly build Gwadar Port
"Guangdong 21st Century Maritime Silk Road International Expo" opened in Dongguan on the 29th. On the eve of the opening of the expo, Zhuhai and Pakistani Guadal City signed four cooperation agreements in Dongguan on the construction of the "Belt and Road" flagship project - the construction of the Gwadar Port, involving issues such as port construction and economic and trade cooperation.Among them, Zhuhai Port Holding Group and China Sea Port Control signed a 6.5 billion yuan cooperating port construction order, marking a substantial progress in the construction of the China-Pakistan Economic Corridor.
[Three Quarter Report] Tel A: Net profit in the first three quarters increased by more than 3 times
Tel A (000025), which hit the limit on two trading days due to a penalty order from regulators to relevant parties, delivered a mixed third-quarter report today. Data shows that Tel A's revenue in the first three quarters fell 31.8% year-on-year to 232 million yuan, and achieved a net profit of 18.6951 million yuan in the same period, a strong increase of 349.67% year-on-year. It is worth noting that compared with the end of the second quarter, the number of shareholders of Tel A soared by 337.6% to 58,227. In addition to the controlling shareholder Shenzhen Tefa Group, the shareholding ratio of the top ten shareholders of Tel A generally declined to varying degrees.
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