1, today, A shares did not rise much, are Moutai's fault! The broader market has risen well recently. PetroChina has contributed a lot of weight to the broader market. However, the market did not rise sharply! The reason is that Moutai has been declining recently. Alcohol has fallen considerably in these days. Look at medicine, alcohol really dare not compliment ah! I don't think the agency has made spoilers for the semi-annual report of the liquor in advance, otherwise it would not have fallen like this!
2, the northbound funds yesterday a small net outflow, today is a large net inflow. Both the Shanghai Stock Connect and the Shenzhen Stock Connect have large net inflows. It is estimated that Moutai fell sharply today, and the funds in the north are likely to backhand the bottom. Recently, many high-performing stocks have fallen significantly, and it is normal for funds in the north to continue to increase their positions. What makes people feel strange is that there is a net outflow of funds from the south. You must know that Hong Kong stocks are rising sharply today! The idea of the institution sometimes makes us feel that we do not understand it!
3, the market closed up 8 points today, up 0.25%, to close at 3566 points. The transaction volume is 470.3 billion yuan. The number of rising companies is 904, and the number of falling houses is 954! Net inflow of $385 million. The trading volume of the two cities exceeded one trillion yuan again. There are 80 stocks with a limit limit and 7 stocks with a limit limit. The semiconductors on the disk have once again staged a crazy trend. Alcoholic stocks fell sharply. Moutai in particular has been falling for many days in a row. This is a bit abnormal for Moutai!
4. Although the performance of the broader market today is relatively average, individual stocks have been mixed. But I think the current atmosphere of the plate is still quite good. Every day, there are many individual stocks up and down. There are not so many stocks that have fallen to the stop. It can be seen from this that as long as you have an in-depth study of the fundamentals of individual stocks, you can still make a lot of money! This is a good time for institutional investors!
5, of course, for value investors, the recent period is quite uncomfortable. Especially for investors who believe in underestimating undefeated value, it is a nightmare! Ping An of China, Vanke A, Gree Electric Appliances, Conch Cement and other original big bull stocks have fallen to varying degrees. If you buy at a high level, the loss is not small. At this time, there will be great doubts about value investment! I think this is mainly due to performance! Previously, the gains of these big bull stocks were huge, and the performance was constantly showing high growth! However, last year's annual report and this year's quarterly report, the increase in performance is not obvious. Only when the performance is good again, the stock price can be strengthened again!
6. In recent times, pharmaceutical stocks have been strengthening, and new energy has also continued to erupt. However, alcohol stocks are constantly falling. This fall method is quite abnormal. I think it's quite possible that the agency has spoiled the semi-annual report in advance. Most companies in the liquor industry reported a quarterly report that exceeded expectations. There are also many stock prices that have hit new highs! But will the semi-annual report exceed expectations? This is probably the idea of the institutions! Even if the performance of the semi-annual report exceeds expectations, the liquor stocks that have been hyped up in advance are also under great pressure! Of course, an early decline is also a good thing. Moutai is falling, and other core assets are not panicking. Quotes are healthy!
7, the market today just in the 20-day line under pressure, there is still a gap below. Tomorrow, A shares should be careful of the emergence of Black Thursday. Of course, if the gap of 3540 points can be filled, the market may also launch a new attack on 3600 points. The current disk is quite complex. Don't be overly optimistic when it goes up. Don't be overly pessimistic when you fall. Oscillation upside will be the norm. From the perspective of the sector, the performance of medicine and new energy is too strong. Beware of a sudden pullback tomorrow. Alcohol continues to fall, and tomorrow it may become the strength of the protective plate. The strength of the financial real estate rebound is not large, and it is expected. But at this point, you can still keep it!