Two Cities Shock Recovery Internet Sector Today Callback

After the stock market crash, in order to safeguard the country's financial security and avoid the impact of the lack of liquidity on the stock market, the state adopted a direct intervention in the market, so there was the so-called "national team" buying stocks.

The two cities are sharply weakened and vulnerable to shocks.

In the middle of the market, the two cities rose again and again.

Near midday, the two cities fell again, and the Shanghai stock index fell 4000 points.

As of the close of the morning, the Shanghai stock index fell 2.44%, to 3971.53 points, trading 357 billion 100 million yuan; Shenzhen Component Index fell 1.75%, reported 13281.4 points, clinch a deal 345 billion 200 million yuan.

In terms of plates,

Plate today's callback, storm technology, LETV fell more than 7%, Shanghai Steel Union fell more than 6%.

The weakness of the brokerage sector is over 3%, including Guhai securities, Orient Securities, Dongxing securities and GF Securities.

Coal plate weakened, Shaanxi coal industry, Shen fire shares and Mei Jin energy fell more than 4%.

The banking sector weakened, Huaxia Bank and Beijing Bank fell more than 4%.

Pork plate trend is strong, Zheng bang technology, Tang God, the state shares limit.

Tourism sector strengthened, Changbai Mountain, Uxin tourism, Beijing culture limit.

The reform of central enterprises has been strengthened, and the shares of Zhongcheng stock have been closed up, and COFCO biochemistry has risen by more than 9%.

On the face of news, the number of certificates is more than 40.

Many companies' major shareholders' illegal reduction is being investigated for many reasons because they haven't been disclosed in a timely manner; the "national account" is published: China can cope with the 1.5 financial crisis; 78 reports reveal the social security situation: a substantial reduction in China railway construction; 27 listed companies appear on the cards, Chao 11 shares are swept by Zhongke merchants; 12 trading days up 67.88%, who detonated the military industry stocks; the theme of "13th Five-Year" gradually rises, five dimensions hunt for concept stocks; 9 provinces and cities have more than 100 billion pension balances, and the market faces local interests disputes.

Guihao Ming, director of Shenyang Wanguo market research, said that despite the sharp fall in the stock market at the end of last week, which ended the continuous rise of the market, but when the 4184 points rebounded in the week, many investors were excited. In fact, some people thought that the new wave of rising prices began. The 4500 point on the index station is only a matter of time.

However, GUI Hao Ming believes that it is best to be cautious about the future market.

What is the reality? After the stock market crash, in order to safeguard the country's financial security and avoid the impact of the lack of liquidity on the stock market, the state resolutely adopted measures to intervene directly in the market.

Obviously, it is necessary and inevitable to do so at a critical juncture.

However, as the market with government background funds has changed the market operation pattern of the stock market objectively, it has entered a phenomenon that everyone is speculating on the investment behavior of the "national team" and using this as a reference to regulate its operation.

Such a market structure is obviously not normal. In this environment, the trend of the stock market is obviously not the result of the joint game among all participants, but rather the interpretation of the "wind direction" by investors.

Thus, when the media reported that the regulatory authorities began to study the withdrawal time of the "national team", the stock market immediately plummeted. When the media reported that the regulatory authorities were preparing to study the resumption of IPO, the stock market also fell again.

Fortunately, after these reports came out, the regulatory authorities made a negative decision at the first time, thus stabilizing the market.

But the question is, can the national team enter the market for a long time without quiting? Will the IPO stop for a long time? The answer is yes, so the market is not the real market.

Therefore, it is not natural for the index to behave again when the market does not return to normal operation.

Moreover, some investors who indicated that they wanted to increase their holdings had made it clear that "no short" was below 4500, which drew a clear warning line.

When the stock index rose to 4184 points, in fact, less than 8% from the warning line, investors will naturally consider reducing the margin rather than increasing the operation.

It should be said that for a long time, everyone has deliberately avoided blue chips, with the purpose of avoiding too much index and leaving room for the expansion of the stock market.

Nevertheless, the stock market rose a bit last week, which laid the foreshadowing for the adjustment.

In this sense, the market's decline on Friday is normal. In a broad sense, the pressure at the top of the 4000 points is very large. In this sense, it is not a small risk to do more. In other words, the index can not go up smoothly.

Of course, even now the market adjustment, the downlink space is also limited, in the majority of people's judgment, the "bailout" success or not, the most important symbol is the index can be stabilized in what position.

So, as now

There is little chance of a big rally, and now there is no possibility of a big crash. The stock market is actually running into an interval.

From an operational point of view, this is also a good time to make a stock market.

In the background of blue chip stocks and stock market from time to time, stocks with themes, performance and flexibility should be said to have greater room for operation.

Of course, this requires high operational skills for investors.

Generally speaking, because the central news is now centrally disclosed, those companies that are growing well and are able to make medium-term distribution are expected to receive more attention.