[Red Envelope] Violent fix! Dongyang Guangdiantian! The main control has started working!

Earnings Sun, a stock with a circulation value of over 100 billion, can trend almost to the sky, indicating the market is really improving! [Taogu Ba]

But during the morning auction, it was definitely a selling point!

Did you see the Shanghai Composite Index?

If today’s intraday breaks the 60-day moving average, the index will crash directly, and long-term funds will start to flee, naturally dragging the quant funds with them. Today could be a day of hundreds or even thousands of stocks hitting the limit down.

But by the end of the auction,

I couldn’t determine whether the index would break below the 60-day moving average during the day.

According to our agreement last week, when you see risk, just sell immediately.

Lose less when losing, adjust the rhythm, and you can earn more when earning!

Such market rescue behaviors by the “Paw Patrol” during the day are rare and unpredictable; the success of market rescue is also probabilistic.

After all, there have been several interventions by the “Paw Patrol” before,

but the market did not recognize them, and the market continued to sell off,

which is what we call the Z-curve bottom and the market bottom being two different things!

Today’s success is partly because oil prices are indeed weak, and quantitative funds are gradually selling off oil stocks.

You can mainly observe Tongyuan Oil.

Tongyuan Oil is the core stock in this round of the oil sector, and it has previously hit two consecutive 20cm T-shaped limit-ups.

But this time, even though oil futures are very bullish, why is Tongyuan struggling?

Based on domestic crude oil futures, today’s crude oil futures hit the limit up, with a 17-point increase, and a leverage ratio of 4.3, meaning the actual increase today was 73 percentage points!

If calculated with U.S. crude oil futures, the intraday paper gains once surged to 30%, not to mention the actual gains.

But A-shares’ oil sector stocks were still cashed out!

This is what I mentioned before: futures do not reflect in A-shares!

Because A-shares, compared to futures, do not have leverage! When faced with extreme market conditions, futures might rise 10 points, which could mean an actual increase of 50-100 points. But on the main board, a 10-point rise is about 30 points on the Beijing Stock Exchange.

However, once futures start to decline, the A-shares mapped to futures will inevitably fall too. From a cost-performance perspective, it’s not worth it.

Secondly, we all know that Chuan Chuan is a master at drawing K-lines, using state power to increase family assets.

There is market speculation that Chuan Chuan is shorting crude oil.

So, after being buried in silver last time, this time they are naturally smarter—when futures rise, they sell aggressively!

After the oil market collapsed, funds started flowing back into the tech sector!

It’s quite a coincidence.

The Paw Patrol bought into large-cap state-owned enterprises to protect the index, just as quant funds and institutions started dumping oil and buying tech. Thanks to the previous market stabilization actions, long-term funds didn’t rush to sell, waiting for the index to break the 60-day moving average. With multiple factors at play, the subsequent rally was possible!

Therefore, the “Sunshine” stock’s sky-high rise is

not just a victory for Sunshine itself, but a sign that the entire market is beginning to try to shed external risks affecting the market—this is the market actively de-sensitizing to oil!

We don’t know if there will be a second shock tomorrow,

but today’s hold means the probability of breaking below this level is much lower.

Long-term funds did not flee.

Although the market surged violently in the afternoon, nearly 4,000 stocks remained in the red.

In the future, these stocks are actually in a “golden pit” position.

The bullets not fired today can be saved for picking up these “golden” opportunities later!

I was planning to take it easy today, but I thought I should come up and give the teachers a mental boost.

This Wednesday, I’ve scheduled another live session. When the market is bad, I’ll give everyone some extra lessons. This time, we’ll update some core stocks from recent research reports I’ve seen.

Not sure if I can talk about this, as it might easily be labeled as stock recommendation.

Just rely on teachers to like and tip more, to help me level up! Teachers, please make a reservation early to avoid missing out!