2025-12-19 13:20:39

Today, the retail capital market showed an interesting divergence. On the Chen Xiaoqun side, Tongyu Tong's 260 million position has shown no signs of selling off, which is likely due to adding positions or doing passive T, still focusing on building a story around seat premium.

Trader Xin Yi was active today, with Shan Zi Gaoke investing 49.54 million, Jiumu Wang 31.17 million, China First Heavy Industries 31.04 million, and Shenjian Co. also investing 20.39 million. Meanwhile, Chinese Health sold off 45.64 million. Fen Ge bought 35.70 million of Suli Shares, 22.79 million of Shanghai Jiu Bai, and reduced holdings in Weidi Shares. Both Beijing Guanghua Road and Qujiang Pool are competing on Zai Xing Technology, buying 41.73 million and 30.57 million respectively.

Interestingly, the Chengdu group made a big move by spending 77.57 million on Zhejiang Shibao, then quickly sold 61.62 million of Chinese Health. The pace was rapid. Ningbo Sangtian Road piled 39.72 million into Jiumu Wang while reducing holdings in Zhejiang Shibao by 43.34 million. Zhongshan East Road invested heavily in Tongding Hulian with 80.58 million, but sold Chinese Health for a hefty 116 million.

Overall, today's retail capital approach was quite scattered, mostly doing their own thing—either deploying multiple positions to find opportunities or engaging in short-term arbitrage for one-day trades. Market sentiment is still in the exploration stage.

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DefiEngineerJack

· 2025-12-22 07:44

lol honestly this reads like watching liquidity pools rebalance in real time... except with worse execution and actual market slippage. the churn is real but where's the alpha? 🤔

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MevSandwich

· 2025-12-21 07:57

Chen Xiaoqun's 260 million is still held tightly, this is going to be a big move. The retail investors today are each playing their own game, it's clear they are betting on the next breakout. The Chinese health stock was hit hard today, the dumb buyers need to be cautious. Tongding Internet dumped over 80 million, that's quite a move on Zhongshan Road. The market sentiment is still undecided, short-term players probably won't make much today. The two companies are clustered in Zaiseng Technology, are they going to start telling stories again? Zhejiang Shibao's operations this time, the Chengdu faction is indeed quick, entering and exiting decisively. With such obvious differentiation, retail investors should just watch and not follow the trend. If Chen Xiaoqun really increases the position, there might be something to look forward to later. Everyone is fighting their own battles, this is the norm for retail investors.

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LeverageAddict

· 2025-12-19 21:57

Chen Xiaoqun's 260 million remains inactive. Is he holding back a big move or truly out of ideas? Xinyi is quite active today, throwing money around everywhere, feeling like he's paving the way. The Chinese health sector has been hit pretty hard, with funds reducing their positions and running away. The over 80 million yuan move in Zhongshan East Road is indeed aggressive, but then they quickly threw over 100 million, which seems a bit rushed. Decentralized layout phenomena are actually the most annoying, indicating a lack of consensus, and short-term speculation is just a game. Zhejiang Shibao seems to be passing the baton, but we need to see if someone will continue to support it later. It's basically funds testing the waters; everyone wants to buy the dip but is afraid of getting caught. This kind of situation is the hardest to deal with. Both companies under ZaiSheng Technology are stacking up, which is interesting and might be a signal. This rhythm is different from a while ago; at least there used to be a main theme, but now it's just random hits here and there. It looks like they're waiting for the right moment; whoever turns first will win.

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Token_Sherpa

· 2025-12-19 13:38

ngl, this reads like watching ponzinomics unfold in real-time... all these seat premium narratives but where's the actual utility? everyone's just rotating bags hoping the next guy catches the bag, classic velocity trap energy

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