The investment era of rebirth

Chapter 177 News fermentation, market selection!

The two of them were talking, at this moment.

In the capital city, inside Zexi Investment, in the trading room.

Just as Xu Xiang was reviewing today's market and drawing up the next main investment line in his mind, Zhou Kan, the leader of the trading team, hurriedly reported: "Mr. Xu, there is news from Director Qiao of the Market Information Department that he is drinking tea with Mr. Liang. At that time, I heard Mr. Liang mentioned that this month, the country should have a relatively important decision to implement in terms of the economic development policy of the Shanghai stock market."

"It's already closed, and at this time... the news came?" Xu Xiang didn't show an overly happy expression when he heard the news, but frowned, "Old Qiao's inquiry is too slow, the information channel network , must be further established!"

"Yes... it's news from Yanjing." Zhou Kan said, "This kind of news is usually top secret, and it must be more laborious to inquire about it."

"No wonder." Xu Xiang reacted, "I just said that today, on the market, there is always a faint feeling that there are traces of strong capital attacks on many local stocks in the Shanghai stock market. Director Qiao only inquired about the economic development of the Shanghai stock market. , Didn't you say what it specifically refers to?"

This news...

It reminded him of his previous guesses about 'Yuhang Investment' building a position in local stocks in the Shanghai stock market and Fortune Road speculating on the direction of Shanghai Steel Union.

Looking at it now, he thinks that the funds of 'Yuhang Investment' must have heard some rumors.

It's just that this stock of funds doesn't seem to be able to last until the end.

At least judging from the board and the actions of Fortune Road in recent times, the other side has clearly withdrawn in this direction, including the positions on the Shanghai Steel Union.

In fact, he just resumed trading, and he also observed the local stocks on the Shanghai stock market that changed today.

The stocks with the strongest trend and the largest inflow of funds, including the leading concept stock of the Shanghai Steel Union, are basically stocks in the "financial" field.

"No." Zhou Kan replied, "Director Qiao said that Mr. Liang doesn't know what's going on, he only knows that there are internal news circulating that a big event may happen in the Shanghai stock market, of course... speaking in a general direction , should be able to clearly define the planning guidelines for economic development strategies.”

"Shanghai's local concept, finance, insider information..."

Listening to Zhou Kan's report, Xu Xiang kept pondering and weighing the value of this news in his mind.

He can now be sure that these local stocks in the Shanghai stock market that have changed today are not stimulated by any good market news on the surface, but the inflow of funds behind the scenes must be caused by these insider funds that he got the news first, and there is a high probability of a positive direction... …is the financial aspect.

After all, in his view, the Shanghai stock market is the financial center of the country, and it may also be the financial center of Asia and even the world in the future.

At this time, the macroeconomic direction of the economy is indeed changing from real to virtual, and the development of national finance will be the top priority in economic construction.

Moreover, the current IPO market is suspended, and the direct financing channels of various companies are blocked.

If the country wants the economy to return to the high-speed growth channel, it is bound to get through this link.

It's just that important policy revisions and major benefits related to finance are usually led by one party and three committees, and rarely involve higher levels.

Unexpectedly, this time, the news came from the highest level.

This shocked him a little.

"Let Director Qiao help me make an appointment with Mr. Liang again!" After pondering for a while, Xu Xiang said, "I'll go and see Mr. Liang in person to make this matter clearer."

He had a hunch that there was a huge investment opportunity hidden in this message.

It's just that he still doesn't know which direction this huge investment opportunity is pointing to. Is it financial as he guessed?

The capital flow and subtle changes on the disk can explain the future direction of some markets.

However, it is not certain whether the subsequent changes in the specific investment direction will really follow some signs currently shown by the market.

"Okay!" Zhou Kan responded, and hurried to prepare.

Xu Xiang looked at Zhou Kan who turned to leave, returned to the computer, and immediately began to carefully check the local stocks on the Shanghai stock market that had changed today, and at the same time searched for various related news on the Internet.

And at the same time...

Many large brokerage institutions, public equity funds, private equity funds, and well-informed individual investors have also heard more and more news about this.

Of course, as to what exactly is going on, what kind of economic measures and policies will be introduced.

During the two days of emotions and information fermenting on the weekend, no one still made it clear.

Just vaguely, there is a hazy wave of good news, covering the entire market, covering all the local stocks on the Shanghai stock market that changed on Friday.

And under the shadow of this hazy benefit.

Investors in the general market are still divided on the future investment direction of the Shanghai Stock Exchange Index and the Growth Enterprise Market Index. Monday, August 8th is coming.

At 9:15, the call auction between the two cities began.

Thanks to the still good and stable trend in the periphery, the entire market also showed a very good bidding situation at the beginning of the call auction, and 80% of the stocks opened higher.

then……

In the continuous passage of call auction time, the market of individual stocks in the two cities has diverged.

"Big finance" is on the rise, and banks, insurance, and securities, which are absolutely underestimated in history, are getting stronger and stronger in the call auction; while in the initial stage of call auction, they are relatively strong, and the core concept sectors in the early stage of the GEM, and The core concept stocks, in the call auction, went lower and lower, and the selling price on the market became bigger and bigger.

Except, of course, for these two clearly defined areas.

Short-lived popular concept stocks such as 'backdoor reorganization', '4G development', and 'beverage manufacturing', which were strong for a long time on Friday, became the weakest concept stocks in the two cities in the call auction. The countless funds and investors who chased the high five, even more fierce scolding.

Finally, at 9:25, the call auction ended.

The Shanghai Stock Exchange Index opened 0.37 points higher, while the ChiNext Index opened 0.51% lower. The two once again showed a pattern of scissors with mixed ups and downs.

As for the sector and individual stocks.

'Big Finance' stabilized the situation and opened slightly higher; sectors related to the concept of 'Pan Mobile Internet' opened about 1% lower on average, making the strength at the end of Friday completely short-lived.

Among them, in the strong "Big Finance", financial stocks belonging to the local Shanghai stock market were scrambled for funds and opened more than 1% higher in volume; while many popular stocks in the "Pan Mobile Internet" related concept sectors in the early stage were one after another. It opened lower by more than 1%, among which Huaqingbao opened lower by more than 3%, and Shanghai Steel Union opened lower by 2%.

"It seems that the funds are really attacking in the financial direction!"

Seeing such an opening situation, Su Yu couldn't laugh or cry, and said with emotion: "It's okay, I still have more than 9000 million funds that I haven't bought in, and the insider information funds from all parties are in the wrong direction. It is also convenient for me to speculate for a while. Continue to build positions on Waigaoqiao and get relatively cheap chips.”

Look at the funds, the attacks on 'Big Finance'.

Su Yu knew that many of the main funds should have smelled something unusual during the weekend, and knew that the market was going in a certain direction, and a big profit was about to be released.

"President Su, this is wrong..."

Observing that the opening of the market is far from what he expected, Li Meng said: "The specific direction of the capital attack seems to be not material trade, ports and infrastructure, but finance, and Shanghai Pudong Development Bank was attacked as the core. , the entire collective bidding, more than 6000 million funds rushed to raise."

"It's okay!" Su Yu replied with a smile, "Before the specific market news comes out, everyone is actually guessing. We just need to firmly believe in our own judgment."

"As long as the funds are indeed in the field of the 'Shanghai stock market local' sector."

"That proves that the news I got should be true, and the logic is correct."

"Also, even if we make a wrong prediction and miss the core, most of the time... we can still have a sip of the soup, so there is no need to worry at all."

"Okay!" Li Meng replied and stopped talking.

Immediately afterwards, at 9:30, the two cities began to officially trade.

Su Yu saw that the entire 'big financial' sector of the market, including many stocks in the 'Shanghai local' sector, which is the core source of news, began to be attacked by a large amount of funds, and gradually increased in volume and strengthened. On Friday, there was a wave of GEM index' Pan-mobile Internet' related popular concept sectors, as well as many high-ranking popular concept stocks, lost blood again, continued to open lower and move lower, and rapidly expanded their losses.

Of course, among them, the 'Internet Finance' sector has become the only exception.

Today, this sector passively follows the fluctuations of "big finance", attracting the attacks of many funds. In the situation where the entire GEM's high-ranking and popular sectors are insufficient to undertake and the funds are rapidly ebbing, it has maintained a trend of high-level volatility and gradually stabilized. trend.

And inside this plate.

As a local stock on the Shanghai stock market, it also possesses the attribute of "financial concept" and is also the core leader of market popularity. Naturally, it is the core counterparty of capital attention.

I saw that the check fell by 7% at the opening, and after the official opening, it was pulled up again by swarms of funds.

It has been oscillating between 55 yuan and 57 yuan, which not only leaves a little hope for possible counter-packages, but is not completely strong, which makes people worry.

Of course, even so...

The trading situation of this check, and its liquidity, are also the most intense and abundant in the market.

Su Yu glanced at the trend of the Shanghai Steel Union, and expressed a little surprise at its tenacious attitude, but he knew that the locked-up and loss orders of more than 10 billion yuan were already in the range between 70 yuan and 65 yuan Formed, completely formed the chip peak, now there is no clear benefit, it is unrealistic to want to go over.

Moreover, even if the core main line of the 'Shanghai Free Trade Zone' comes out.

Active funds in the market, when there are other ticket options, will definitely not do it again. The internal bargaining chip structure has completely changed, and more than 30% of the circulating market has accumulated not far from the top, and there are about 10 billion locked-up stocks.

That is to say, even if there are big profits in the future, the check has been hyped several times, and it can only be a good shipment, opening high and moving low.

It is impossible to get out of a wave of sharp even-board market in the short term.

Thinking about it, Su Yu's eyes paused, and then moved to the stock of Waigaoqiao again.

At this moment, the stock is fluctuating around the price of 13.05 yuan, with a slight increase of 0.56%. The time-sharing trading volume is significantly larger than yesterday, but not much, and 12 minutes have passed after the trading time Under the circumstances, a total of more than 1100 million funds were traded.

This amount...compared to its more than 50 billion circulating disks, it can really be described as 'rare'.

Of course, this also shows that this check has a lot of accumulated chips, which means that the vast number of retail investors in the market have been seriously locked up. The stock price has not increased significantly, they cannot be unwound, and they cannot recover blood on a large scale, so they are too lazy to throw it away.

As for whether there is an institution in the depositing chips of this check.

Su Yu knew that the public fundraising agency had been cleared long ago on the check, and only one social security fund was still there. As for the private fundraising agency, he couldn't find it, so naturally he didn't know.

However, judging from the fact that he has paid attention to this check for several consecutive weeks and has been buying this check.

In addition to the 'Jingda Investment' that has already withdrawn, there should be no private equity institutions.

After all, if there is a major capital transaction, it should not be able to escape his eyes for such a long time, of course... unless the other party is more tolerant than him, and can keep locking the position without doing anything.

I stared at the board and pondered for a while...

Su Yu began to continue buying large orders into small orders, and took the initiative to undertake the market.

He believes that with his buying method, when all the funds in the market are looking at the direction of "big finance", no one should notice him.

However, 6 minutes later.

When he took on an order of less than 200 million yuan, the situation in Waigaoqiao, which was originally calm, suddenly changed suddenly. A huge order of 5000 lots directly swept up the buying market, which instantly disrupted his buying rhythm. .

PS: Monthly tickets, ask for some monthly tickets, and wish everyone a happy Dragon Boat Festival! ! !

(End of this chapter)