Foreign Investors Cut The Meat And Fled Foreign Capital.

Judging from the last three trading days, the fluctuation range of the market has been maintained at 2900 -3000 points, and has fallen several times or even close to 2900 points in the region. Then it was recovered by the rise of the weight plate, which strengthened the judgement of the market at 2900 points -3000.

Short term market trend may be repeated, but from the recent trend of funds, the probability of becoming the market near the 2850 point is increasing.

Of course, considering that the sentiment of investors has been overly pessimistic after a continuous decline, the latter may not rule out the possibility of breaking through the 2850 point, but if investor sentiment can be stabilized gradually, then the market will be able to build a new platform to form a concussion trend.

"I think there will be adjustments, but 5 days down 1000 points or I was scared, after the market fell below 3000 points, I cut the meat, and the result was cut on the floor!" after yesterday's closing, investors Li Hanxin told reporters that this week his operation was completely wrong.

After falling below 3000 points on Tuesday, the central bank announced a "double drop", after a large rally on Wednesday, the central bank bought and bought the quilt, and after a Thursday, it rushed out and sold it quickly. The result was two days and 10% of the profit.

The trend of this week's market can be described as thrilling, which is a very rare trend in the history of A shares.

Monday and Tuesday continued to plummet, and on Wednesday, after the initial stabilization of Wednesday, Thursday Thursday continued to skyrocket.

"Once thought thousand stock limit will not appear again, but unexpectedly did have more than 2000 stocks to limit."

After Monday's closing, Li Hanxin said that such an extreme emotional market has been so frequent for the first time in his 10 years of speculation.

"It's not extreme panic or extreme greed. The money making effect of the market is too bad."

In the panic and slump of A shares, the enthusiasm of foreign investors is not declining.

This week through Shanghai stock through the bottom of the fund more than 30 billion yuan.

The more the market falls, the more foreign investors buy.

In August 24th, when A shares fell 8.49%, Shanghai shares bought a net buying of 8 billion 149 million yuan, creating a history of a single day net purchase amount of second. In August 25th, A shares fell 7.63% again, and Shanghai shares bought a net 7 billion 982 million yuan. In August 26th, Shanghai Stock exchange reached 7 billion 397 million yuan in whole day net purchases. Yesterday, the Shanghai stock index rebounded sharply, and the Shanghai stock buying volume decreased.

A total of 28 billion 240 million yuan has been bought for 4 consecutive days, which is unprecedented in the history of Shanghai Stock Exchange.

From the perspective of the types of foreign capital buying stocks, it is still relatively concentrated, mainly in large blue chips, mainly in financial stocks.

After two days of rebound, these foreign capitals have already made some profits.

Compared with foreign investors, many A share investors are cutting meat and running away.

Reporters in a number of QQ group and WeChat group to see stocks, many investors lost their confidence when they fell below 3000 points, chose to cut off the meat, most investors were basically cut on the floor.

As the crash rate was too fast, the market fell more than 20% in the 5 trading day, leading to a large number of financing customers also approached the closing line, and some were even forced to liquidate again.

In addition, on Thursday trading day, as many as 28 graded fund B suffered a discount, which exceeded the number of lower down funds in the early July. The share redemption caused by the discount of these funds also suppressed the market to a certain extent, resulting in many problems.

The losses were heavy.

From the fight against underground banks to the "double down" of the central bank, the state has more to give.

Providing ample liquidity, and this is also an important reason for supporting the rally in the latter half of the week.

After all, if we fall down like this at the beginning of the week, it is not only the risk of financing customers, but also the stock pledge of major shareholders of listed companies will face the risk of liquidation.

As one of the commonly used and convenient means of financing for large shareholders, it is very common in the context of hot market.

But once the stock price approaches the early warning line or even the closing line, strong and flat risks will become a threat that the market can hardly ignore now.

Data statistics show that the market value of pledge equity in 2014 was around 1 trillion and 380 billion yuan, and the market value of pledge in the first 7 months of this year reached 1 trillion and 580 billion yuan.

If these funds are forced to close, then the market will be dangerous. From this perspective, the risk of a 2850 big drop again is not great.

In specific operations, risk prevention should still be put in the first place, and investors should be advised to control their positions below half warehouse and try to sell high and low absorption bands.

In the specific operation, it is suggested that we should pay attention to the reform of state-owned enterprises, which is the main line of investment this year. Although these stocks have suffered a sharp decline in the recent market slumping, some of them will have opportunities for performance in the later stage of restructuring, so they can be actively promoted.

For the GEM stocks with no performance support and purely storytelling, they still need to avoid. Although their share prices have already been cut down, their early gains are all 10 times or even more, so they may be cut off again in the future. From this perspective, we still have to avoid the GEM stocks, especially the stock with large scale and lack of performance support in the early stage.