market review
Today's trading volume of the two markets was 624 billion, a decrease of 20 billion from yesterday. However, the trading volume of Shanghai Stock Exchange 50, CSI 500 and CSI 1000 increased compared with yesterday's trading volume, indicating that at least there are funds trading at low levels. The high opening of in the morning directly made the funds that were preparing to hit the bottom of in the morning when hit the bottom of were confused, but it was also because the trading volume could not keep up, which led to a gradual fluctuation and downward trend after opening high. In the afternoon, after opened, there was a rebound after , but it was affected by the outside world and panic. dived into . Fortunately, the transaction today is not big, otherwise it would be difficult to pull back to at the end of the trading session, but it would also fall below 3,000 due to panic. As of the close, 30 stocks in the two markets fell to the limit, especially Xinhuanet and People's Daily . What the hell is it? You should know that there will be major events tomorrow, and we are facing National Day. After National Day, the Seventh Plenary Session of the 16th CPC Central Committee will be held, and the 16th National Day will be held. This is a state of continuous meetings. This continuous decline before the holiday made many people desperate or panic. In fact, there is no need. I have always had the tradition of falling before the National Day and rising after the National Day.
At noon, I asked me to predict the market after the next holiday. In my opinion, I still use the trading volume as the basis for judging by . If there is no trading volume, it will definitely exceed 3,000. Judging from the current component index, the weight of the market represented by the Shanghai Stock Exchange 50 has hit a new low, while the small and medium-sized markets represented by the CSI 500 and others still have room for decline. The two are running simultaneously and there is no opposite state. In other words, the so-called "high and low switching" between constituent stocks does not exist, and it is still a trend of both up and down. As for the high and low switching between sectors, it is essentially a sector rotation. Speaking of sectors, I am still optimistic about the market conditions of medical and semiconductors. Once the market starts to rebound sharply and reversals, these two will definitely lead the first round of growth. Not only will the increase be large, but the duration is still long. This is the two sectors of automobiles and parts since 427 this year. If the details are too detailed, the last day of the holiday will be announced, including the stocks code, buying position, expected height, etc. This is the first time I have announced individual stocks, and it is also the last time. I have said in the video before that it is illegal to disclose such things, so I will not take the example.
interbank interbank lending rate
After the market today, Shanghai Bank interbank lending rates continued to drop significantly, and have reached below 1, and have dropped for 4 consecutive days. This is a good thing. But because of the holiday coming soon, the A shares are closed for 59 days. During this period, there will be trading in the U.S. stocks and Hong Kong stocks and Hong Kong stocks. Therefore, we need to continue to observe this data after the holiday, and don’t be too optimistic.
futures index data
CITIC futures index position
After the session, CITIC added 4259 lots, and added 1886 lots in this period. The main reason is that the long positions were reduced by a significant reduction in IM, which reduced positions in long positions and short positions, which was obvious temporary intention. overall reduced long orders by 1634 lots, added short orders by 2625 lots, and accumulated short orders by 9707 lots. This period reduces long positions by 272 lots, adds short positions by 1614 lots, and this period has a net short position of 10245 lots. In terms of overall positions, IF is still the first net short order, reaching 10,140 lots.
segmentation, 755 lots of long orders were reduced on IC, 198 lots of short orders, 557 lots of short orders were reduced, and reverse divergence. Add 1417 long positions on IF, 1537 short positions, and 120 short positions in total, which has been cashed. On the IH, the overall long order was 1478 lots, the overall short order was 1268 lots, and the overall long order was 210 lots, which was positive divergence. In IM, the overall long order was reduced by 3774 lots, the overall short order was reduced by 18 lots, and the overall long order was reduced by 3792 lots, and the reverse divergence was reversed.
Guotai Junan Futures Index
After the session, Guotai Junan added 1120 lots, and this period added 779 lots. Long and short positions are all operations, and short positions are increased by greater than long positions. has added 147 long positions and 1267 short positions, and a total of 12452 short positions. This issue adds long positions 460 lots, adds short positions 1239 lots, and this issue has a net short position 4821 lots. In terms of overall positions, IH is still the first in net short positions, reaching 3966 lots. According to the subdivision of
, the overall long orders were reduced by 288 lots in the IC, the overall short orders were increased by 947 lots, and the overall short orders were increased by 1235 lots, which was reverse divergence. Added 908 long positions on IF, added 1649 short positions, and added 741 short positions in total, with a greater strength than the decline. In IH, the overall long positions were added 324 lots, the overall short positions were reduced by 552 lots, and the overall long positions were added 876 lots, which was positive divergence.In IM, the overall long orders were reduced by 797 lots, the overall short orders were reduced by 777 lots, and the overall long orders were reduced by 20 lots, which was reverse divergence.
other players' futures index
After the market, other players increased 2926 lots, and increased 2185 lots in this period, with the strength greater than the increase. Long and short positions are all operations, and long positions increase are greater than short positions. has increased by 5719 lots in total, and has increased by 2793 lots, and has accumulated 19666 lots in short orders. This issue adds 2895 lots and 710 lots, and this issue has a net long order of 4086 lots. In terms of overall positions, IH is still the largest net short order, reaching 22,460 lots. According to the subdivision of
, 57 lots were reduced in IC, 1,629 lots were reduced in short positions, and 1,572 lots were reduced in short positions, which was greater than the increase. In IF, 3493 lots were added, 3757 lots were added, and 264 lots were added, which was greater than the decline. In the IH, 1897 lots were added, 2766 lots were added, and 869 lots were added, which was greater than the decline. Add 386 lots to IM, 2101 lots to short, and 2487 lots to overall increase, with a strength greater than the increase.
Foreign investment data
Foreign investment data
Today, foreign investment net purchases were 3.429 billion, Shanghai Stock Connect net purchases were 2.017 billion, Shenzhen Stock Connect net purchases were 1.412 billion, with a transaction of 81 billion throughout the day, continuing to shrink. No one sells it, and it can't buy it even if it wants to. Foreign investors have been buying since the opening in the morning and are not affected by the high opening at all. Until 13:10, the cumulative net purchases were 3.798 billion. At this time, the outside world began to dive again, and the entire Asia-Pacific stock market was diving, and we were no exception. Until 14:21, foreign capital sold a net sale of 1.5 billion yuan, and then began to turn around and buy, with a net purchase of 1.1 billion yuan at the close, and a net purchase of 400 million yuan at the end of the trading day, again showing expectations of being too high the next day.
Other
After the central bank spoke out last night, there is no need to worry about the exchange rate issue. I remember posting an article at the beginning of the month, talking about two reference indicators for buying at the bottom:
1) The US dollar fell back to within 105
2) RMB exchange rate fell below 7.2
RMB offshore exchange rate rose 1,000 points last night, and today we tried to hit 7.2 again when we opened, especially when we dived in the afternoon, this guy directly pulled over 7.2. This behavior is obviously a malicious shorting of by . . . If you are really a Chinese aunt, it can only be said that the ignorant is fearless. The tuition fee for buying a gold quilt was not paid enough. If you are a domestic capital, you can only say that you use , the People's Bank of China as HelloKitty, so you can do it yourself!
After the market today, CITIC and Guotai Junan have significantly shortened. Since all indexes today open high and close low, there is no need to panic about this type of shortened large shortage. It is just a temporary operation in the trading session, hedging , and it does not mean anything.
bought this morning without any impact when it dived in the afternoon. It has been kept on the sideways at a high level, and it still has 5 floating profits at the close. Together with the 159813 sold in the morning, there are 6 red envelopes to make a profit. For the trend of 600529, tomorrow, it will either close the board quickly or will rise and fall back to . No matter which one, at least there will be room for premium unless there is a negative impact at night. However, tomorrow, you have to analyze this product from to bid for , otherwise the red envelope will be robbed.
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