资金跷跷板效应

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指数猛跌猛拉 追涨杀跌都需谨慎
Chang Sha Wan Bao· 2025-09-23 13:26
Market Performance - A-shares experienced wide fluctuations on September 23, with the Shanghai Composite Index down 0.18% to 3821.83 points, the Shenzhen Component Index down 0.29% to 13119.82 points, and the ChiNext Index up 0.21% to 3114.55 points [1] - The total trading volume in the Shanghai and Shenzhen markets reached 24.944 trillion yuan, an increase of 372.9 billion yuan compared to the previous day [1] - Most industry sectors declined, with banking, shipping ports, and semiconductor sectors showing the highest gains, while tourism, real estate services, small metals, medical services, software development, and automotive services faced the largest declines [1] Investor Sentiment - Analysts suggest that the early drop in the market was influenced by the upcoming National Day and Mid-Autumn Festival holidays, leading to profit-taking behavior, especially among leveraged funds [2] - The rebound in the afternoon indicates that some investors remain optimistic about the future of A-shares, willing to buy the dip despite the earlier declines [2] - The significant increase in trading volume suggests that major funds may be creating panic to shake out weaker hands before the holiday [2] Company Insights - Xiangdian Co., Ltd. (湘电股份) saw its stock hit the daily limit, with only 24 out of 147 stocks in Hunan province rising [3] - The company specializes in the development, production, and sales of large and medium-sized AC and DC motors, as well as electric vehicles and related systems [3] - For the first half of 2025, the company reported earnings per share of 0.14 yuan and a net profit of 188.4351 million yuan, reflecting a year-on-year growth rate of 12.98% [3] - Xiangdian is the sole producer and supplier of all-electric propulsion systems for naval vessels and electromagnetic catapult systems for aircraft carriers in China, holding a 100% market share domestically [3]
开盘,有资金似乎跑了,为何A股还意外飘红?
Sou Hu Cai Jing· 2025-06-23 08:54
我觉得主要是这一点,让部分资金感到了恐惧,才在还没开盘时就集合竞价逃跑,造成了港股和A股的低开。 不过对港股来说,目前的流动性感觉很充裕,你会发现港股低开之后就没有继续往下走,反而是在分时一路走高中,说明了一部分资金在跑,而有一部分资 金在积极的进场,11点14分之后恒生指数已经从下跌转为上涨0.27%,而这个时候的A股已经全线飘红了,沪指涨了6点,两市上涨的个股数量超过了3600 只,仅仅有1400家个股下跌。 今天市场有个典型的特点,开盘时无论是A股还是港股,都出现了明显的低开,这让大家感到有点反常,因为上周五尾盘港股还是上翘的,不管是恒生指数 还是恒生科技指数都是上涨而收盘,本来预示着周一应该有一个向上的过程。 可是谁也没有想到,今天低开的这么明显,我发现恒生指数的低开幅度达到了1%,A股的沪指少点,也就0.3%左右,这个时候问题就来了,大家会问,为 什么今天会低开? 实际上从消息面看,上周末本来就没啥利空的,非得要找一个理由的话,大概就是以色列跟伊朗的冲突升级了,因为这次不仅仅是这两者之间,而是美国对 伊朗的核设施进行打击,这让大家突然感到问题的严重性,也使得以色列跟伊朗的冲突走向变得更复杂了起来,如 ...