The newly listed sub-new shares have caught the eye these days, which is the market turmoil in these two days. In fact, objectively speaking, it is also related to this.
As soon as Arowana went public, its turnover reached more than 1 billion yuan, and some funds, especially short-term funds, were bound to be diverted. Yesterday's transaction also saw billions of funds continue to be diverted. Many people were short-sighted. For example, when the target in his hand was calm, he probably cut it off first. He thought it would be cut off if it was hopeless anyway.
Why do some stocks fall again after falling? In fact, it's not that the funds inside are particularly pessimistic, but that the funds inside can't stand this torture.
Why do some stocks have to be constantly grinded at the bottom? It is because many people can't stand the ravages of time. The first is the destruction of time, and the second is that many people can't bear the stimulation of that contrast.
For example, his stock didn't go up much, but he couldn't stand the stimulation when he saw some stocks suddenly skyrocket. These people all belong to the characteristics of leeks and are finally harvested. Let me share the case of this sub-new stock, in fact, it is also to tell you how the main force harvests leeks.
why does arowana have the funds to play games and speculate?
first of all, let's review, why does Arowana have the funds to play games and speculate? The first degree of attention, there is a huge amount of attention, food is also a big consumption, and it is also a very important hot spot in the early stage, so it is easy for people to have a space for daydreaming. Everyone buys arowana, but in fact, we objectively look at this industry. From this industry, arowana is just food oil, but its business model is not very outstanding, that is to say, is its core competitiveness particularly awesome? Not really.
It's not that he sells water like Nongfu Spring. Basically, this brand is very prominent and its market share is very high. Arowana's share of edible oil is not so high, and there are many brands of edible oil, and the threshold is not high, so it is not as good as everyone thinks. In this business, its gross profit margin is actually not high. So from this perspective, this stock brand has bright spots, but in fact, its business model and its own connotation are actually lacking. Therefore, you say that this company is worth hundreds of billions, you say that it is worth it, it is worth it, and it is not worth it. To put it bluntly, it is definitely not the best node for you to rush in this position. This is our first thinking.
so why does it have people playing games? Very simple, because it has a high degree of attention, short-term funds it does not pay attention to its future, he is concerned about the present. But at present, you have to have a good level before you can eat this soup. Just like Arowana, if you made a thorough analysis at the beginning, you laid out a lot of money around 4 yuan the day before yesterday, which is level and short-term, because even if you sold it at the lowest price yesterday, you can still earn nearly 2%, which is ok.
But most people don't have this ability. Most people may have gone up to 5 or 6 yuan before he started to chase after them. In fact, you didn't have much room for profit yesterday, or many people may have faced losses yesterday. If they chased after 6 yuan, they lost at least 2 points yesterday. So this is a short-term, if you are impulsive, a very failed case.
why can short-term funds be hyped successfully?
In terms of short-term, why did some Arowana go in for more than 4 yuan the day before yesterday, and it was very successful yesterday? Let's take a look. Let's open the average transaction price of Arowana the day before yesterday. Although the final closing price of Arowana was close to 56, the average transaction price of Arowana the day before yesterday was actually only 44. In other words, the average price of many people the day before yesterday was in the range of 43-44, so as I just said, the lowest price was 48 yesterday, and he still made a profit. Yesterday, in fact, it gave people who went in low the day before yesterday a process of desperately cashing out.
Yesterday, there were a lot of transactions, and all those who cashed in yesterday were profitable. Why didn't Arowana continue to rise yesterday? Didn't you have a chance yesterday? You see, there are opportunities in the intraday trading, but the rise in the intraday trading can be said to be a rise driven by the follow-up market, and the decline in the latter is more due to the constant suppression of the profit-taking market, especially why did it fall in the late trading? Because some profit-taking discs are short-term, he pays attention to a discipline, and finally feels that the general trend has gone, that is, in the short-term, he simply emptied out without seeing the upswing at the end of yesterday. This is a feature of yesterday.
The new shares performed very well. Why didn't the Arowana bring it?
Of course, some people will ask that yesterday, in fact, the new shares performed very well, and the Arowana should be brought. This is a very clever place for the main fund, which is also a very important dry goods I want to share.
Look, there were pandas yesterday. N Panda 3898, which just went on the market, also makes dairy products, and was attacked by the market. There is also N Kaixin 3899, membrane separation technology, which was also raided by the market yesterday. I will talk about it later. There is also Pan Asia in science and technology innovation board, which has just been listed, and has also been raided by the market.
Let's take a look. For Pan Asia, his lowest price yesterday was about 35, with a closing price of 46. The highest intraday price is about 6, but its daily average price, which we should finally pay attention to, is 42, so yesterday's closing price still has 1 points more room than yesterday's all-day average price, in other words, as long as it falls by no more than 1 points, in fact, everyone who went in at a low level yesterday has room for profit. This is one of its characteristics.
Well, let's look at the panda again. Yesterday, the average price of the panda was about 5 yuan, and the final closing price was 62, and the highest intraday price was 88. Then, as long as the decline does not exceed about 2 points, in fact, there is money to be earned near the average price yesterday. This is more profitable than Pan-Asia, which is relatively small and the smallest.
Kaixin closed at 78 yesterday, with an average price of 76.99, which means it has room for profit. If it falls by more than 5 points, it basically has no room for profit. After three or four points, there was still a little profit in the next decline, so Kaixin was the most failed yesterday. In terms of average price, it is the most failure.
But he is still successful from the lowest price, because the lowest price was 53 yesterday, and he finally received 78. To put it bluntly, 78 yuan hit 53, and it will fall by 3 points, so that it can knock off the cost of 53 yuan and make the people who entered 53 yuan lose money, so he is successful from this level. But in terms of the average price, it's the biggest failure yesterday.
Why did these sub-new shares perform brilliantly again yesterday? They surged in intraday trading, and the average price in the end was much higher than the lowest price. It should be said that this benefit is quite exciting, right? Then why didn't the arowana bring it? Arowana is also exciting. Why didn't you bring it yesterday?
It's a simple logic, so I'll give you a further analysis.
Arowana didn't bring it, because Arowana isn't a small-cap stock either. Secondly, Arowana didn't bring it, which means that there is huge room for profit from the funds entered the day before yesterday, and it will be ok in the short term after 2 points. So I tried my best to cash out. It needs cover to cash in, so it can complete the beautiful cover through the agitation of this small dish. Therefore, the more restless they are, the less chance Arowana has, which shows that the clearance of short-term funds has been strengthened.
another point, after the funds that Arowana put in the day before yesterday, it can completely put in, because it has also created a short-term listing effect, so he changed hands and attacked some sub-new shares yesterday, which will also bring some excitement. This is also because yesterday's IPO had a very important opportunity, that is, the IPO just listed, so it formed such a chain here, and a logic of funds was deduced in this way.
So in this process, the average investor, if you don't know the chain and the operation logic behind it, rushes in, and your result is the same as that of the arowana yesterday. You may be 6 yuan and 5 yuan, but the arowana ended up 49 yesterday, and you are losing money. Yesterday, many of the funds rushed in were short-term. Of course, the funds he rushed in yesterday stopped the arowana from rising. What would happen if it didn't?
then why did arowana fall in late trading yesterday? This means that some funds are worried that the funds that went in yesterday will cut their positions again, and there will be downward pressure when they cut their positions. In other words, there may be room for you to continue to lock in yesterday. Those wonderful new shares yesterday will certainly replicate the trend similar to yesterday's arowana.
what will happen next week?
next week, I think most of them should also open lower. What is the low opening of these stocks? Just look at the range, keep it above its moving average, it should still have a recoil, recoil, he wants to clear out this chip, part of it, and make a profit.
If it falls below its closing average yesterday, I think it may weaken, because there will be a lot of stop-loss orders, which will become more complicated.
Generally speaking, I personally feel that he is so restless as soon as he goes public. Unless this stock has a particularly bright spot and will come out of an independent market, I think most of it is a state of calm after a speculative pulse, and then find a balance point. Therefore, with the excitement of listing, we can understand the changes and thinking of funds, but don't be impulsive. Impulse will cost a huge price. Some opportunities are not yours.
but this kind of thing also illustrates one point, because there is no price increase or decrease in the first five trading days, and there is a certain game space for new shares like the market in the future. In fact, I didn't say this yesterday. Before the new system of the Growth Enterprise Market came out, or the system of science and technology innovation board came out, I had already shared with you an idea of speculation or game brought by the new trading system in the future, and there was such a game mode.
where are the opportunities in the future?
where are the biggest opportunities in the future? It is really very good for us to find this company, but the market may be underestimated in stages. Then, as soon as you enter the market, maybe the market will give you a good chance to rediscover such a huge value of speculation or investment five trading days ago. And this opportunity may be dozens of points or even double the space, which is possible, but this thing is hard to meet.
after such a trend these days, I personally think it is a game of speculative funds. This game will divert some speculative funds in, but you can rest assured that it will eventually flow out after coming in. What is the outflow for? Back to the market itself.
So why didn't the market rise obviously in the past two days? That's because all the funds have poured in here, and speculative funds have not been done in other fields. Other funds are more freely digested in other markets, which is good, that is to say, he will clean out some floating funds that are not firm in these two days.
because I just said that a lot of money is to cut off old stocks to buy these and chase this kind of money. This kind of sub-new stock is just like buying big stocks and buying small ones. If you press it right, you may make a profit in the short term, and it is very normal to lose 2 or 3 points at once if you press it wrong. Moreover, after you may lose it, you will have to repair it for a period of time, and you may not be able to repair it.
but on the other hand, if you sell those stocks, maybe the market will suddenly come out of the main wave, and eventually quite a few people will be very sorry. So we just need to be firm and earn the money we know.
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