Short Term Thinking Impede The Withdrawal Of Capital Side

< p > according to Wind information statistics, the net flow of funds in two cities continued to rise yesterday, leaving 9 billion 486 million yuan a day.

Analysts said that under the background of a sharp easing of pessimism, not only did the stock index successfully maintain the 2000 point mark, but the gem also took the opportunity to win the right to speak in the structure.

However, once the market has been weak for a long time, it is hard to see substantial reverses. Secondly, the weight plate has always been aphasia, and has failed to shoulder the responsibility of leading the market to high. Therefore, the market is still dominated by short-term thinking, which is the fundamental reason for the speculation and withdrawal of hot topics. Investors should not be too radical in the short term.

< /p >

< p > < strong > < a > href= > http://www.91se91.com/news/index_cj.asp > > Hot Stocks < /a > abandoned net cash flow rose to 9 billion 400 million yuan < /strong > /p >

< p > this week, although the big market has been moving around the 2000 point integer, "the advance and retreat" of the gem index has still had a great influence on market sentiment. Therefore, capital has always been reluctant to enter the market.

< /p >

< p > as of yesterday's close, the Shanghai Composite Index edged down 9.63 points, or 0.47%, closed at 2040.60 points, while the Shenzhen composite index also fell 39.13 points, or 0.53%, to 7341.56 points.

In contrast, the recent a href= "http://www.91se91.com/news/index_cj.asp" > gem < /a > index suffered a larger profit taking. Yesterday, it dropped 24.76 points, or 1.85%, and closed 1314.21 points. Basically, it returned to the spot level at the beginning of the week.

< /p >

< p > from the perspective of capital flow, the main funds of Shanghai and Shenzhen stock markets continued to show a pattern of net outflow of capital yesterday, and net outflows continued to rise.

According to wind information statistics, yesterday, all A shares had a total of 9 billion 486 million yuan to choose to leave.

< /p >

< p > from the perspective of industry performance, yesterday's Shen Yi industrial index fell across the board, and growth stocks became the worst hit market.

Among them, Shen Wan media, light manufacturing, electrical equipment, communications and agriculture, forestry, animal husbandry and fishery index fell by the top, down 1.98%, 1.81%, 1.65%, 1.54% and 1.48%, respectively, while the performance of medicine, biology, banking, real estate, food and beverage, building decoration and computer index decreased.

< /p >

< p > yesterday, the flow of funds also showed that the growth stocks suffered a "a href=" http://www.91se91.com/news/index_cj.asp "capital" /a "crazy run away. The funds were still partial to short speculation, and profits were the main ones.

According to Wind information statistics, Shen Wan real estate and iron and steel index received a small net inflow of funds yesterday, and the total net daily turnover was 41 million 840 thousand yuan and 9 million 940 thousand yuan respectively, while the net outflows of computers, non silver finance, chemicals, machinery and equipment, automobiles, food and drink and media index were the highest, and the net outflows were 545 million yuan, 160 million yuan, 134 million yuan, 110 million yuan, 106 million yuan, 90 million 400 thousand yuan and 83 million 60 thousand yuan respectively.

< /p >

< p > < strong > fund speculation and withdrawal, short line thinking restricts height < /strong > /p >

< p > it should be said that the temporary stabilization of the 2000 point and the preemptive force of the growth stocks are closely related to the current warm market environment.

Recently, the anticipation of policy stimulus has been steadily fermenting, and from all over the world to the ten provinces and municipalities, the municipal government bonds have been issued independently, and then the prime minister's position has been properly and appropriately applied.

With the end of a quarterly disclosure, the market is temporarily in the vacuum of performance, and the market's concern about performance has been reduced. In addition, the continuous net investment of the central bank and the expectation of increasingly loose monetary easing have temporarily pushed interest rates into the downlink period, thus supporting the market in a certain degree.

< /p >

< p > however, the current atmosphere of market warming does not mean the reverse of the weak trend in the medium term. After all, the rational degree of the market to the large-scale stimulus policy has also increased, which is the fundamental reason why the market is always keen on various short selling themes recently.

It should be said that in the context of no substantial improvement in the economy and monetary policy is not yet fully relaxed, the market rate will continue to build the underlying tone. Investors will still be keen on various short selling themes.

< /p >

< p > analysts pointed out that since the beginning of this week, the concept of "IOE" has already gone on fire. However, from the perspective of capital flow, the biggest hot stocks continued to run away from capital. This shows that the concept of the most promising development of theme investment has not been approved by funds, so investors should not expect too much of the rebound.

< /p >