?

3.28日，市场主板暴跌-2.9%，距离年线2219已经触手可及！

年线，重要的长期趋势线，要在此上下折腾，直到把多方、空方折腾死。

市场在今天非理性了。源自基本面上的利空因素，如IPO的提前开启、对理财产品的监控规范等，都成为市场做空的由头。反映在大盘的走势上是跳空性暴跌，不留余地，基本上全是期货式砸盘手法，偶很佩服。

今天为何要谈兴业银行？这是我们长期追踪的一个品种，也是1949行情以来的龙头股之一，其重要性不言而喻。这只股票基本能反映目前市场中主力资金、博弈性资金、主流资金的手法和思路，来看一下其截止3.27日以来的融资融券情况：(注意红的融券量)

序号
交易日期
融资余额(元)
融资买入额(元)
融资偿还额(元)
融券余额(元)
融券卖出量(股)
融券偿还量(股)

1
2013-03-27
3,117,255,412
129,874,462
152,015,495
120,154,112
3,490,828
3,264,733

2
2013-03-26
3,139,396,445
240,996,551
194,475,041
113,974,917
4,519,179
4,846,029

3
2013-03-25
3,092,874,935
164,279,777
207,353,557
123,323,761
2,971,779
3,287,411

4
2013-03-22
3,135,948,715
213,850,972
175,666,388
130,816,142
2,676,319
2,851,666

5
2013-03-21
3,097,764,131
202,564,720
260,674,514
133,300,725
4,276,158
3,869,581

6
2013-03-20
3,155,873,925
407,173,059
442,217,430
125,203,077
8,031,924
7,872,773

7
2013-03-19
3,190,918,296
305,863,886
263,549,700
114,716,051
4,382,087
4,055,033

8
2013-03-18
3,148,604,110
313,284,127
250,263,877
106,356,648
5,609,749
5,058,001

9
2013-03-15
3,085,583,860
619,559,034
314,534,609
97,240,735
8,038,739
8,134,813

10
2013-03-14
2,780,559,435
157,084,004
102,906,338
98,138,412
4,239,506
3,872,655

11
2013-03-13
2,726,381,769
174,202,337
147,005,170
91,287,730
5,729,098
5,585,720

12
2013-03-12
2,699,184,602
254,203,108
310,214,811
88,726,598
6,116,394
6,683,117

13
2013-03-11
2,755,196,305
224,860,385
226,078,296
102,128,217
6,056,844
6,248,322

14
2013-03-08
2,756,414,216
349,610,356
286,516,789
109,219,141
5,518,404
5,866,429

15
2013-03-07
2,693,320,649
443,735,920
323,472,047
117,374,367
5,749,319
6,634,947

16
2013-03-06
2,573,056,776
359,561,639
329,199,207
139,293,157
5,698,814
4,919,365

17
2013-03-05
2,542,694,344
437,903,775
531,857,945
120,869,482
9,276,693
7,826,495

18
2013-03-04
2,636,648,514
498,244,990
404,899,366
83,361,022
4,607,680
6,016,599

19
2013-03-01
2,543,302,890
326,903,978
379,670,624
120,037,297
5,545,538
5,515,763

20
2013-02-28
2,596,069,536
393,309,208
408,581,459
117,718,941
5,291,385
4,296,336

21
2013-02-27
2,611,341,787
324,043,424
329,557,690
93,264,380
6,255,234
6,150,409

22
2013-02-26
2,616,856,053
305,584,052
294,733,046
88,145,113
6,645,480
6,019,928

23
2013-02-25
2,606,005,047
154,374,307
363,065,861
75,792,492
3,623,707
2,758,407

24
2013-02-22
2,814,696,601
294,432,100
194,419,178
58,773,660
2,368,879
2,556,128

25
2013-02-21
2,714,683,679
438,368,260
452,921,793
63,483,251
2,999,275
4,424,544

26
2013-02-20
2,729,237,212
186,115,265
192,075,288
94,572,262
3,749,271
4,993,785

27
2013-02-19
2,735,197,235
160,777,546
113,177,938
121,091,305
1,012,779
1,371,629

28
2013-02-18
2,688,217,672
120,612,956
126,860,643
129,027,356
2,017,795
1,492,355

29
2013-02-08
2,694,465,359
206,331,412
181,964,972
118,073,771
2,502,105
3,493,610

30
2013-02-07
2,670,098,919
314,685,991
190,456,545
138,910,405
3,591,197
4,277,427

31
2013-02-06
2,545,869,473
232,614,019
170,607,464
158,890,341
1,576,832
1,380,206



1
2013-03-27
3,117,255,412
129,874,462
152,015,495
120,154,112
3,490,828
3,264,733

2
2013-03-26
3,139,396,445
240,996,551
194,475,041
113,974,917
4,519,179
4,846,029

3
2013-03-25
3,092,874,935
164,279,777
207,353,557
123,323,761
2,971,779
3,287,411

4
2013-03-22
3,135,948,715
213,850,972
175,666,388
130,816,142
2,676,319
2,851,666

5
2013-03-21
3,097,764,131
202,564,720
260,674,514
133,300,725
4,276,158
3,869,581

6
2013-03-20
3,155,873,925
407,173,059
442,217,430
125,203,077
8,031,924
7,872,773

7
2013-03-19
3,190,918,296
305,863,886
263,549,700
114,716,051
4,382,087
4,055,033

8
2013-03-18
3,148,604,110
313,284,127
250,263,877
106,356,648
5,609,749
5,058,001

9
2013-03-15
3,085,583,860
619,559,034
314,534,609
97,240,735
8,038,739
8,134,813

10
2013-03-14
2,780,559,435
157,084,004
102,906,338
98,138,412
4,239,506
3,872,655

11
2013-03-13
2,726,381,769
174,202,337
147,005,170
91,287,730
5,729,098
5,585,720

12
2013-03-12
2,699,184,602
254,203,108
310,214,811
88,726,598
6,116,394
6,683,117

13
2013-03-11
2,755,196,305
224,860,385
226,078,296
102,128,217
6,056,844
6,248,322

14
2013-03-08
2,756,414,216
349,610,356
286,516,789
109,219,141
5,518,404
5,866,429

15
2013-03-07
2,693,320,649
443,735,920
323,472,047
117,374,367
5,749,319
6,634,947

16
2013-03-06
2,573,056,776
359,561,639
329,199,207
139,293,157
5,698,814
4,919,365

17
2013-03-05
2,542,694,344
437,903,775
531,857,945
120,869,482
9,276,693
7,826,495

18
2013-03-04
2,636,648,514
498,244,990
404,899,366
83,361,022
4,607,680
6,016,599

19
2013-03-01
2,543,302,890
326,903,978
379,670,624
120,037,297
5,545,538
5,515,763

20
2013-02-28
2,596,069,536
393,309,208
408,581,459
117,718,941
5,291,385
4,296,336

21
2013-02-27
2,611,341,787
324,043,424
329,557,690
93,264,380
6,255,234
6,150,409

22
2013-02-26
2,616,856,053
305,584,052
294,733,046
88,145,113
6,645,480
6,019,928

23
2013-02-25
2,606,005,047
154,374,307
363,065,861
75,792,492
3,623,707
2,758,407

24
2013-02-22
2,814,696,601
294,432,100
194,419,178
58,773,660
2,368,879
2,556,128

25
2013-02-21
2,714,683,679
438,368,260
452,921,793
63,483,251
2,999,275
4,424,544

26
2013-02-20
2,729,237,212
186,115,265
192,075,288
94,572,262
3,749,271
4,993,785

27
2013-02-19
2,735,197,235
160,777,546
113,177,938
121,091,305
1,012,779
1,371,629

28
2013-02-18
2,688,217,672
120,612,956
126,860,643
129,027,356
2,017,795
1,492,355

29
2013-02-08
2,694,465,359
206,331,412
181,964,972
118,073,771
2,502,105
3,493,610

30
2013-02-07
2,670,098,919
314,685,991
190,456,545
138,910,405
3,591,197
4,277,427

31
2013-02-06
2,545,869,473
232,614,019
170,607,464
158,890,341
1,576,832
1,380,206

从两融信息有如下特点：做空实力逐渐增强，做多实力面临倒戈危机，而做空势利基本是在运作趋势性做空，但多头的顽强每每挽救技术形态，但3.28日是个重大转折点，今日跌停成交3.65亿股天量，在跌停板堆积1400万股的堆量，可见，压倒兴业银行的最后一根稻草起作用了。而今日消息面的银监会规定只是一个借口！

兴业银行的暴跌示范带领银行类暴挫，宣告市场的大盘走势已经彻底（是彻底）走向弱势，指数没有多少意思了，未来围绕年线的折腾将进入一个新的阶段！（什么阶段，等后续文章）

兴业银行还要跌多少？其年线今天在14.29每天2-3点上升，目前股价17.87，算算还要跌-20%左右的水平，这也是为何，其放出巨量跌停的根本原因。

如此，必将带动大盘，引发金融类大跌，为何平安、券商等跌，因为你要再融资，对不起，市场不认可，砸盘！大权重类，地产已经倒下了，3月28日宣告大金融彻底倒下了，还会有谁？---担心可能是资源类和部分炒高的高价的药业股票（参考我的《我用警惕的眼光看待当前的某些医药股！》

。

资源类，不要意异想天开会是周期走牛，那是很难的，看看美元指数的走强问题，便可知。我让大家警惕如中国远洋这只即将ST的长线大跌走势，这是从07年巅峰68元，一路阴跌到目前的4元等待ST,这就是周期受置于大宏观影响下的走势。可叹！市场中是否还会有此类潜在的品种呢？尤其在做空下！

环顾市场，几大权重影响指数的板块都没有意思了，可想指数会是如何的走法，未来大震荡将是不错的选择，在此大震荡中，质地股品种还会再次走上前台。

跌势重质地！

利用年报，用价值的理念选择未来高成长的质地股品种，是下一步市场的必然，也已经被近2年的行情所证实，即使质地股套住人那是短期，中长期看，是赢家。

关于ipo问题，我只说：目前跌法，即使重启也会很狼狈。

----股林少怪