2026-01-17 16:23:02

Yesterday, the main funds in the A-share market net sold 48.6 billion yuan, and the market experienced a clear structural adjustment. The funds primarily sold off high-position technology sectors, with Zhongtian Electric being net sold 3.08 billion yuan, a 2.67% decline; Blue Focus was net sold 2.02 billion yuan, suffering an 11.52% plunge; China Satellite was net sold 1.73 billion yuan, down 4.61%. These stocks involve hot tracks such as power grid equipment, AI applications, and commercial aerospace, indicating that the main forces are conducting strategic adjustments on the core technology mainline.

From the sell list, CATL was net sold 1.58 billion yuan, Zhongji Xuchuang net sold 1.43 billion yuan, and Zijin Mining net sold 2.01 billion yuan. Interestingly, this wave of selling did not lead to panic declines but instead demonstrated a refined flow of funds—while selling high-position core tech stocks, the main forces decisively intervened in undervalued quality targets that were mistakenly sold off.

The buying side shows a different rhythm. Industrial Fulian and Zhaoyi Innovation each received a net buy of 2.11 billion yuan, with gains of 4.20% and hitting the daily limit respectively. Changdian Technology net bought 2.10 billion yuan, also hitting the limit; Tongfu Microelectronics net bought 1.38 billion yuan, also hitting the limit. These targets focus on AI servers, storage chips, semiconductors, and other fields. Additionally, Sanhua Intelligent Controls net bought 1.59 billion yuan, up 5.26%; Wanxiang Qianchao net bought 874 million yuan, up 7.06%, with the robotics sector also favored. Sunlight Power gained a net buy of 808 million yuan in the photovoltaic track.

Overall, the logic of the main forces’ operations is clear—the focus is on rotating around the technology mainline with high-low switching, without deviating from the overall direction. Simply put, within the core technology framework, they switch from high-position stocks to low-position stocks to complete phased position adjustments. This approach can both lock in gains at high levels and lay out potential rebound opportunities at low levels, representing a typical institutionalized operation strategy.

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

13 Likes

Reward
13
10
Repost
Share

Comment

0/400

SmartContractPhobia

· 01-20 16:19

It's the same old pattern of buy high and sell low. It's nicely called rotation, but in reality, it's just the main players harvesting the little guys.

View OriginalReply0

BlockchainNewbie

· 01-20 05:17

Bro, this is what you call buying low and selling high. The main players are playing a heart-pounding game. The main players are really ruthless. They cut off high-tech stocks at will, without any remorse... but they never panic inside, precisely picking up low positions. This move is quite skillful. Long电 hit the daily limit? I must be seeing things... Is the chip sector really about to take off this time? Wait, Ningde Times can also be sold? Then this round of adjustment is definitely a blood change, not just simple stop-loss. The main players' high-low rotation strategy looks outrageous, it's really impressive. Selling 48.6 billion without collapsing? I didn't expect the market to be so resilient. Basically, it's just internal repositioning within the tech sector. No wonder it's institutionalized operation; retail investors can only follow along and share the soup. With so many daily limit-ups, is this a real opportunity or just another round of chopping leeks? I'm thinking... Blue Focus dropped so badly, good thing I didn't chase the high...

View OriginalReply0

RektRecorder

· 01-19 16:57

The main force's move this time is really slick, cutting losses at high positions and bottom-fishing at low positions, rotating like they're dancing.

View OriginalReply0

CryptoCross-TalkClub

· 01-19 06:28

Laughing to death, the main force's move this time is playing "left hand to right hand" in tech stocks. We retail investors are still watching K-lines, while they have already rotated their positions once. I really don't understand the few stocks that hit the daily limit, it feels like the main force just enjoys this feeling of "you can't catch up." The flow of 48.6 billion looks quite fierce, but upon closer thought, it's still just circling within the tech framework, not deviating from the topic... As for retail investors, I'm different. Chasing highs and selling lows has led me astray into neighboring sectors. This is called the high-position bag-holder turning into the low-position bargain hunter. If I had this trading mindset, I wouldn't be here doing a comedy act.

View OriginalReply0

FallingLeaf

· 01-17 16:53

Cutting losses at high levels and bottom-fishing at low levels, this routine is well-known to old hands; that's how the main players operate. This move is quite aggressive, with Blue Focus hitting the limit-down? Is the chance of a mistaken sell coming? The surge of limit-up stocks has begun, it seems that low-priced chips have really been hammered out of their value. Selling 48.6 billion, this rhythm still makes sense; instead of causing panic, it’s quite orderly. Another round of internal rotation in tech? Forget it, I’d better wait and see before making any moves.

View OriginalReply0

NonFungibleDegen

· 01-17 16:51

bruh institutions really said "we're just rotating our bags" and dumped 48.6b like it's nothing... probably nothing tho right?

Reply0

PrivacyMaximalist

· 01-17 16:51

Ah, high sell-off and low buy-in, the main force is playing rotation. Blue Focus dropped 11%, that's pretty harsh, it seems to have offended big funds. Even the limit-up boards are being eaten up, are there really people picking up low-priced chips? CATL is also selling? Then I need to reconsider whether I should hold this stock. The tech framework hasn't changed, it's just a different way of cutting leeks.

View OriginalReply0

SnapshotLaborer

· 01-17 16:50

Selling high and buying low, everyone familiar with this routine knows it's just a game of profit margin. However, the recent drop of Blue Focus is quite sharp, really hammered down by the main players. The few chip stocks that hit the daily limit seem to be getting picked up by those chasing the highs again. The main players are repositioning; we're just watching the dust settle. This round of movements looks meticulous, but whether it can stabilize in the end remains to be seen. High-quality stocks at low prices? Sounds good, but the risks are not small, my friend. Wait, Ningde Times is also being sold off? Is this the beginning of a change in the trend? The robotics sector is hot again; the key is how long this enthusiasm can last. It looks like portfolio rebalancing, but who knows if the next move will be another trap.

View OriginalReply0

CryptoWageSlave

· 01-17 16:38

The main force is playing the high-low cut again, in other words, switching horses, but those few stocks hitting the daily limit are indeed a bit interesting. --- Blue Focus directly dropped 11 points, is this really a mistake in the sell-off? Or does someone know something... --- Wait, Ningde Times is also selling? I thought it was a fierce warrior. --- The rotation within the entire tech framework sounds very clever, but retail investors following the trend still risk踩雷. --- Chint and Tongfu both hit the daily limit. Is the opportunity to布局 at these low levels real, or is it just a false sign of追高? --- I just don't understand, clearly smashing these leading stocks, then lifting them back up—are they really locking in profits? --- Can these stocks that hit the daily limit be caught? It feels like the risk isn't small either. --- What is the probability of being wrong when killing high-position varieties, can they be copied to the end?

View OriginalReply0

TokenomicsTherapist

· 01-17 16:38

The main force's move this time is truly meticulous, cutting at high levels and buying at low levels, playing the rotation skillfully.

View OriginalReply0