As the afternoon session approached, the Shanghai Composite Index stood at 3100 points, and the afternoon index maintained fluctuations, and it could not rise or fall around 3129 points. The strong stocks plunged in the late trading, and the index gains narrowed.

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2025-05-01

In the early trading, the Shanghai Composite Index opened slightly higher, and the brokerage sector rose during the trading session. As the afternoon trading session was close to midday, the Shanghai Composite Index stood at 3100 points. The afternoon index maintained fluctuation, and could not rise or fall around 3129 points. The strong stock plunged at the end of the trading session, and the index gained narrowed, closing at 3101 points, up 0.35%, and the ChiNext Index closed at 1703 points, up 0.94%.

Dragon and Tiger List Review

Active Top 50 Business Departments Trading Data

Today's active Top 50 Business Departments net purchases of 1.228 billion, a decline from yesterday.

well-known seats

Brother Zhao: 49.19 million sold Longjin Pharmaceutical. In the past few days, Brother Zhao bought a lot of Longjin. The day before yesterday, and increased his position by 15.27 million yesterday. Today, he should have made almost the same profit. It is not a big problem to make 5 million by 10 points. Yesterday, Brother Zhao was against Fudan Fuhua, which operated 76.4 million yuan. Fudan was not on the list today, but according to the end of the market, it is estimated that it has made almost the same. Today, Brother Zhao sold 8.24 million Starhui Entertainment and 2.68 million Shanghai Phoenix, both of which were recently strong stocks.

Dragon and Tiger List Review

Active Top 50 Business Departments Trading Data

Today's active Top 50 Business Departments net purchases of 1.228 billion, a decline from yesterday.

well-known seats

stock trading to support the family: 35.58 million buy Dongfulong , 63.88 million buy Xiaocheng Technology, 28.64 million buy Dexin Transportation; Dongfulong subsidiary Shanghai Bohao applied for Science and Technology Innovation Board to go public. Xiaocheng Technology and Dexin Transportation are both strong stocks in the early stage and have fully rebounded in the short term. Look at this situation and are preparing to make a second wave, but unfortunately, the late trading dived. Dexin Transportation was buried today, and see if there will be another wave of self-rescue tomorrow;

Little Crocodile: .122 billion bought CITIC Guoan , 19.06 million bought Oriental Electronics ; yesterday sold 44.94 million Fuhua, it is not to be said that the ability of the little Crocodile to grasp the high point is quite high. Today, CITIC Guoan and Oriental Electronics firmly seal the daily limit, and there is a chance to continue to rise in the short term, but the plunge of strong stocks in the afternoon released an important signal, making tomorrow's trend more dizzy. People with weak market sense should stay away;

Famous Assassin: 15.68 million bought Xinghui Entertainment, 10.75 million bought Yinbang Shares (the subsidiary Feierkang may apply for the Science and Technology Innovation Board in the near future), and 10.12 million bought Kerong Environment; from the perspective of pattern, all three stocks are the second rise after the previous rise and correction, which belongs to the concept of venture capital. Assassin has made full efforts in the concept of venture capital, and it is not ruled out that he will increase his buying strength in the later period;

CITIC Mudanjiang: 47.93 million bought Green Ting Investment (Value Capital Concept), but unfortunately, he plunged in the late trading and ate a long noodles, and it is likely to lose more than 5 million. It is a bit embarrassing to pull up the loss higher or save himself tomorrow. It is better to not take the initiative and not participate;

Shenzhen Stock Connect: 43.99 million bought Jinjia shares, 127 million bought Dongshan Precision, 14.36 million bought Hongdae Blast, 32.17 million sold CITIC Guoan; the logic of foreign investment buying has not changed, the price-to-earnings ratio is generally low, and the growth is good, mainly concentrated in the chip, communication equipment, and military sectors. Judging from the K-line chart, although the stock's rise is not strong, the trend is good and suitable for long-term holding, providing investors with medium and long-term stock selection directions;

Shanghai Stock Connect: 19.33 million sold Xinjiang Tianye. This is another selling of the Belt and Road concept stocks with large short-term growth after yesterday's large-scale outflow of Tianshan Shares and Western Construction;

Institutional Seats

Institutional Seats Funds flow to

Today's institutional seat trading volume decreased, with a net outflow of 292 million, only eight stocks on the list, but not among them There is no highlight:

1. Jinjia Co., Ltd.: The two institutions sold 56.03 million in total, and they are mutually rivals with foreign capital. There are certain differences between institutions and foreign capital in terms of direction choice;

2. Dongshan Precision: One institution bought 54.61 million in total, and the three institutions sold 116.02 million in total, and they are mutually rivals with foreign capital. In terms of form, today's daily limit exceeded the platform by 17.63 yuan, and combined with the 5G concept, they still tend to be bullish in the future;

3. Guangzhou Restaurant: Five institutions sold 1.8 300 million, performance report shows that last year's performance was lower than expected, and today's volume fell sharply, with a clear direction. As a defensive stock, the increase this year is more than 75%. We need to be wary of risks in the short term;

4. Two, three, four, five: an institution sold 171 million in three days, and there are many concepts of superimposed two, three, four, five, cloud computing, venture capital , Internet finance, the price-to-earnings ratio is currently 19.8 times, but the increase in the past month has exceeded 80%, a market value of 20 billion, and short-term patience and other corrections;

5.Jiecheng Co., Ltd. : The two institutions bought 154 million yuan together, and the current stock price is only 1/3 of the 15-year high. Especially last year, it was simply "slumped". The bottom has continued to be huge recently. The institutions may have more chips in their hands and are preparing to take the long-term. The current price-to-earnings ratio is 16.5 times;

Dragon and Tiger List Summary

1.Hot money :

Quickly escape from high-priced stocks, the clues can be seen from the chain reaction of Fudan Fuhua's diving in the afternoon; from the perspective of style, we still focus on the exploration of strong stocks, especially the sharp rise in the early stage and the sharp correction in recent days. Individual stocks with active stocks have shown signs of intervening in the second wave; we prefer venture capital and deeply explore companies listed on the Science and Technology Innovation Board; let me say more here, hot money is not as magical as they think, but they have a larger capital volume and a more sensitive sense of smell, but it is also inevitable that when eating noodles, people cannot be separated from behind. People are in essence, and they are not so mysterious;

2. Foreign capital:

Popular with value and growth stocks, concentrated in 5G, chips and military sectors, and stocks with large gains in the Belt and Road Initiative in the past two days have flowed out of stocks with large gains in the Belt and Road Initiative;

3. Institutions:

Today, institutions and foreign capitals have argued against each other, and stocks with sharp rises in the short term and low-level growth stocks;

Dragon and Tiger List Revelation

Risk:

A large amount of funds flowed out of short-term strong stocks has become very obvious, both hot money and institutions. The atmosphere of speculation on short-term themes will weaken, and investors should avoid those stocks that are high.

Opportunities:

Short-term attention: Yinbang Co., Ltd., Kerong Environment.

Long-term attention: Dongshan Precision, Jiecheng Co., Ltd., Dongshan Precision.

or above are all derived from the data analysis of the Dragon and Tiger List. The results are for reference only and do not constitute trading suggestions.

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