Against the background of the global general increase, the A-shares still did not hold the "Black Thursday" curse today, and another wave of old routines - high diving. Although the Shanghai Composite Index has not fallen much, but the stocks have fallen more and more, the only thing that is gratifying is that there are still 60 daily limit in the two cities. This shows that the market theme is still very active.
Looking back at the performance of A-shares in 4 trading days this week, the hotspots are basically centered on the two major aspects of the science and technology board events and shell resources, which also verified a major feature of the recent market: the funds are concentrated in the firepower incidents are large enough and lasting The subjects with strong enough sex and sufficient space imagination, such as the science and technology board, leaders at all levels frequently expressed their views this week. Vice Chairman Fang clearly stated today.Kechuang board and registration system must be made!Although the threshold conditions have not yet come out, the subject matter height and imagination are certain. Shell resource speculation is also triggered by the new regulations of the China Securities Regulatory Commission. There are still expectations in the future.
In contrast, many recent big events have spurred little impact on the relevant A-share sector. For example, this week's Internet conference, Zhuhai Air Show, and the upcoming Double 11, the funds have basically no sense, Ma Huateng VR WeChat this theme, In the past, at least two stocks of the board could be created. Now the leader can't even seal a board. Therefore, the general message theme in the near future can basically rest.
Back to the disk, the science and technology board has experienced two stages in the early stage, that is, from the concept of venture capital to the concept of unicorn, the university sector that spread today, this speculation is basically the same as the number of roads in the previous chip stock climax, when the chip After the continuous ups and downs of the stocks, the funds have also developed a chip of hot talents to rely on colleges and universities. At that time, the leading technology of the university leader Fangzheng Technology also pulled through three daily limit. The science and technology board needed technological innovation enterprises. Of course, many talents also need colleges and universities to cultivate. Fudan Fuhua is the leader. After Fudan Fuhua's daily limit, Jiaoda Anli, Peking University Pharmaceutical, China Hi-Tech, Founder Technology, Tongji Technology, and Shenhua Holdings have successively pulled the board. In fact, today's venture capital concept leader has been opened in batches. However, as the stocks of colleges and universities have sprung up, many venture capital stocks have fallen from big to big, so tomorrow's point of view is whether the university sector can take the lead out of the stocks. Today The first daily limit of Fudan Fuhua is the leading benchmark. Of course, tomorrow is Friday, and there is a weekend vacuum period. This relay is still risky. Of course, the concept of venture capital has funds to dig up new standards every day, such as today's Xianggang Technology, Yongji shares, etc. It seems that there are many opportunities for doing their homework.
The shell stock boss Hengli Industry won the 11th daily limit today, and once again brought the plate to a climax. However, the inquiry letter from the regulatory authorities in the market immediately put pressure on the whole plate. Although Hengli Industrial fragile board reluctantly returned, but 浔Hing shares, Green Court investment, these follow-up stocks are big diving, and it is rare that, as of now, Hengli Industrial has not been specifically stopped. At present, short-term opportunities for shell stocks are not as good as venture capital. After all, the media and regulatory authorities have issued warnings to the leaders.
Cai Wenjun’s article in the middle of yesterday clearly indicated that the concept of high delivery should be concerned. In particular, when the policy has a vacuum period, the first thing that the funds think of is often the high-conversion of expected concept stocks.
What is the policy vacuum period? Today, after Hengli Industrial received the inquiry letter, it was actually a vacuum period. Many funds were withdrawn from the shell stock market. The venture capital sector has been unable to access the ups and downs. The new sector has the risk of weekend IPO approval. High delivery expectations, the first pull board of Fenglong shares, Lao Gao sent potential shares Chuan Jinnuo relay upper position, even the old active new demon stock Zhongxin Fluorine also followed the wind pull board (code and Fenglong belong to 0029 Series), interestingly, Fenglong shares and Chuan Jinnuo Longhubang buy one, are Huatai Securities Taizhou Central Avenue business department.
Looking back over the past two years, in 2016, the first pre-high delivery of Yonghe Zhikong and the first pre-high delivery of Kaipu in 2017 (and later reduced the ratio of transfer) were disclosed between November 15 and 20. High delivery plan, so the closer to this date, the greater the possibility of high attention to funds. In terms of subject matter, it is preferred to increase the performance, high provident fund, and the stocks that have been released from the ban by the sale of stocks at the beginning of next year. The new and small stocks are better, and some of them have been sent to the big favorites in the past, and they have not been sent in the end. They are often the target of capital attacks. Investors can filter in this block and bargain layout. Of course, the sustainability of this sector, as well as a few of today's daily limit, there is no possibility of tomorrow.
The Shanghai Composite Index has fallen for 4 consecutive days. Today, the leader said that the new shares are still issued normally. Before the new shares were issued every Friday, most of the market will pull a red plate, which was called “IPO Red” by the investors. I hope that the market will not be embarrassed on Friday.