laitimes

Perspective dragon and tiger list: the new crown epidemic plate floating capital continues to game the second new stock market reappears The final madness?

author:Straight Flush Finance

Today's index fell back in the afternoon, and as of the close, the Shanghai index fell 0.09%, the Shenzhen component index fell 0.06%, and the ChiNext index fell 0.32%. Northbound funds bought a net of 12.576 billion yuan throughout the day today. Individual stocks fell more and rose less, and more than 3800 stocks in the two cities fell. The turnover of Shanghai and Shenzhen cities today is 1,129 billion.

On the disk, securities, banks, pork, airports, digital currencies, liquor and other sectors rose in the forefront. Salt Lake lithium, education, oil and gas, meta-universe, mobile games and other sectors fell in the front.

On the plate, the digital currency sector rebounded in the afternoon, Cuiwei shares (603123), Hailian Jinhui (002537) rose and stopped, and Jingbei (002987), Yinzhijie (300085), Xiongdi Technology (300546) followed suit. The banking sector has strengthened, and the Bank of Lanzhou (001227) has 4 consecutive boards. Chicken and pork performed strongly. Fuxiang Pharmaceutical (300497) was smashed with a 20cm word, closing down more than 27%, and the effect of losing money increased.

Perspective dragon and tiger list: the new crown epidemic plate floating capital continues to game the second new stock market reappears The final madness?

First, the capital trend of the Dragon and Tiger List

Perspective dragon and tiger list: the new crown epidemic plate floating capital continues to game the second new stock market reappears The final madness?

Second, the new crown epidemic sector of floating funds continue to game

The new crown epidemic sector continued to strengthen, Shanghai Kaibao (300039) rose to a limit, Tuoxin Pharmaceutical (301089) rose more than 18%, Jingjing Pharmaceutical (002349) and Jiuan Medical (002432) continued to rise and stop.

According to the data of Tuoxin Pharmaceutical, the three-day Dragon and Tiger List shows that the Shaanxi Branch of Industrial Securities Co., Ltd. (Fang Xinxia) bought 140 million, and the Securities Business Department of Hangzhou West Lake International Trade Center of Caixin Securities Co., Ltd. bought 127 million, and sold 141 million at the same time. China International Capital Corporation Shanghai Branch bought 104 million.

Perspective dragon and tiger list: the new crown epidemic plate floating capital continues to game the second new stock market reappears The final madness?

According to the data of Jiuan Medical Dragon and Tiger List, the Shenzhen branch of East Asia Qianhai Securities Co., Ltd. and the Guangzhou branch of Guosen Securities Co., Ltd. bought 243 million and 98 million yuan respectively. One institution sold 66 million.

Perspective dragon and tiger list: the new crown epidemic plate floating capital continues to game the second new stock market reappears The final madness?

Comments: Today's epidemic sector continued to accelerate this morning under the catalysis of yesterday's Jiu'an Medical performance. Jingjing Pharmaceutical opened with one word, and Jiuan Medical counter-packaged the limit. However, in the afternoon, there was a clear divergence of the essence of the pharmaceutical board, Jiuan medical intraday also opened the board, and it is worth noting that after the opening of the word Fuxiang Pharmaceutical, all the way down, the closing decline of more than 27%, the long sentiment of the pharmaceutical sector has a great impact. Investors need to pay attention to the ebb and flow of short-term speculation.

Third, the second new stock market reappears, the last madness?

Recently, there has been a local continuous board market in the new stocks of the opening of the board, 4 consecutive boards after the opening of the taimushi class, and four consecutive boards of the Bank of Lanzhou. The 14 consecutive boards of the IPO Group did not open the board.

Taimus (001234), 3 days of dragon and tiger list data show that Soochow Securities Co., Ltd. Suzhou Northwest Street Securities Business Department Soochow Securities Co., Ltd. Suzhou Northwest Street Securities Business Department, Nomura Oriental International Securities Co., Ltd. Shanghai Huaihai Middle Road Securities Business Department, respectively, bought 34 million, 27 million.

Perspective dragon and tiger list: the new crown epidemic plate floating capital continues to game the second new stock market reappears The final madness?

Bank of Lanzhou, Anxin Securities Co., Ltd. Xi'an Qujiangchi South Road Securities Business Department, Guosheng Securities Co., Ltd. Nanchang Financial Street Securities Business Department bought 45 million, 38 million, and an institution bought 35 million. Huaxin Securities Co., Ltd. Suzhou Zongguantang Road Securities Business Department sold 47 million.

Perspective dragon and tiger list: the new crown epidemic plate floating capital continues to game the second new stock market reappears The final madness?

Comments: Sub-new stocks are the vane of market sentiment speculation, at present, all the track stocks are out of flames, and active funds are keen on the theme and the speculation of sub-new stocks. At the same time, the full implementation of the registration system will be further promoted. After the 10cm limit will disappear, the funds just take the opportunity to speculate. Judging from the data of the Dragon and Tiger List, most of them are basically involved in small floating funds. From the perspective of the market, the current new stocks have a money-making effect, if the track stocks are still falling, the theme speculation will be more crazy, investors can pay attention to whether there can be a greater money-making effect in the later stage.

Fourth, Changchun High-tech fell and stopped continuously on the 2nd, and the institution ran away

Changchun High-tech (000661), Dragon and Tiger list data show that the four institutions sold 160 million.

Perspective dragon and tiger list: the new crown epidemic plate floating capital continues to game the second new stock market reappears The final madness?

Comments: Changchun High-tech said on the interactive platform that the company and its branches and subsidiaries are currently in normal daily production and operation, the team is stable, and the repurchase plan is continuously implemented. At present, the centralized procurement of drugs has not yet officially started the bidding process, and the specific impact will also depend on the actual participation in the bidding, the results of the selection, the price of the selection, etc., and the follow-up matters and the degree of impact on the company are still uncertain.

Recombinant human growth hormone was included in the Guangdong drug collection, which is a major bearish for the company, the institution sold wildly, the basic stock price here is the beginning of the decline, investors can not blindly read the bottom.

Read on