The investment era of rebirth

Chapter 180 The Market of 'Shadows and Souls'
"This daily limit is really clean!"

Xu Xiang stared at the board of the Shanghai Stock Exchange, which has completely sealed the daily limit, and said with emotion: "Although the board was closed just before the market closed, in terms of the strength and strength of the listing of funds, it is still the 'local stock in Shanghai' that has changed throughout Among the boards, the strongest one, as the relevant news continues to ferment, there is a high probability that it will become stronger and stronger."

He was still wondering which stock the market would choose as a breakthrough for the entire sector?
Now...it is basically clear.

From the pure hype point of view, the Shanghai Stock Exchange's check, its circulation and overall market value are quite suitable, but conceptually... He thought that the market funds were in the hype of the "Shanghai local stocks" sector , the most recognized direction should be the financial field, so this stock was ignored, and it is not always the case now.

"It seems that the main direction of good news should be on a large scale, not just in the financial field." After pondering for a moment, Xu Xiang secretly said, "And judging from the reaction of the market... there are quite a few people who have vaguely heard the news. "

In today's market, the entire sector of the 'Shanghai stock market' has seen a lot more capital inflow than he expected.

Moreover, the intensity of the fund raising from various sources was beyond his expectation.

This proves that the news he inquired about and the hidden benefits are not simple, and here... there is a high probability that a continuous mainline market will be produced.

"How? How many chips did you buy?"

Seeing that it was the last trading session at 2:57, Xu Xiang turned around and asked Zhou Kan.

Zhou Kan replied: "A total of 5.3 million chips have been bought. Judging from this speed of building a position, it will take at least a week for us to put in all the 20 billion funds."

"and……"

Zhou Kan paused, and then said: "If the follow-up market news continues to ferment, and the follow-up funds on the market increase further, I am afraid that the time to build a position will be extended."

"About a week?" Xu Xiang frowned when he heard this.

Judging from the performance of today's market changes, he estimates that it will not be too long before the official announcement of Lilihao, which means that there is a high probability that they will not have more than a week to open a position.

"The speed of building positions must be accelerated." After thinking for a moment, Xu Xiang said, "Since the idea of ​​this main investment line has been determined, then we don't have to think too much about the cost of building positions. As long as there is a sell-off on the market, we should buy it decisively. With market expectations, at this time... no matter what cost you buy, you should be able to make money."

"Okay." Zhou Kan responded and wrote down the words.

While the two were talking, the time had already been fixed at 3 pm, and the two markets were closing.

I saw that after a day of market trading, in the end, due to the overall ebb tide of the core popular concept sectors of the ChiNext Index and related popular stocks, the ChiNext Index closed down 2.13%, and was fixed at 1219.36 points. The Prev Index closed down 0.78%. Investment sentiment fell further than the previous trading day.

In the midst of the overall decline in the index...

The hotspots in the two cities were extremely scattered. Only the "Shanghai Local Stocks" sector performed a little bit, creating a certain concentration of money-making effect throughout the day.

Others, either rushing high and falling back, or opening low and moving low, all-round smashing and falling.

Among them, the "big financial" sector, which was strong in the early trading, fell back in the afternoon. Many core weight stocks left a long upper shadow line. Only Shanghai Pudong Development Bank stepped out of a relatively independent market and rose by about 6%. Leading the rise of the entire "big finance" sector, and a large volume, the turnover of nearly 20 billion.

"The GEM fell sharply again, and the Shanghai Stock Exchange Steel Union dropped the limit again. Has the index peaked?"

Seeing such closing patterns of the two markets, many retail investors in the market have been massacred again, and many people have doubts.

"Hey, it's like this every time. It's just a catch-up. In three trading days, the ChiNext fell by nearly 100 points. Is this the 'new trend of the market' that the major analysts of the institution call?"

"Hehe... Institutional analysts? We all know these people, it's a typical backlash."

"Last week, many institutions shouted 'the return of the bull market', but the market then began to plummet and bearish. This slap in the face is really resounding."

"Is it really a scammer who took over the offer? Damn...these institutional analysts are too heartless."

"I knew that the 'bull market', 'new economy', 'new wind direction' and so on are definitely deceptive. Fortunately... this time I held back and did not increase my position."

"Hey, my hand, why didn't I hold back today?"

"The GEM fell below the 20-day line today. I feel that the upward trend has really broken. This wave continues... I don't know where the bottom is. The key is that I am so in debt. Today I also received the Shanghai Steel Union. "

"From the early trading, I thought it would rise today, how would I know..."

"It's all to blame for the market's main funds to blindly pull the 'big financial' sector, causing the siphon effect of funds in the entire market, which directly led to the collapse of the ChiNext."

"Yeah, I don't get it, why are the funds attacking these big guys?"

"If you directly pull the Shanghai Steel Federation to the daily limit and give a counter-package expectation, today's trend will be so bleak? The popularity must have died early."

"Who knows? The organization should save itself!"

"It doesn't look like it. Look at Shanghai Pudong Development Bank. There are too many inflows of funds today. The institution should save itself, shouldn't it be this kind of rescue?"

"Whether it is or not, anyway, these big guys are a cancer for the current illiquid market."

"Yes, with the current market liquidity, it is simply impossible to support the continuous surge of 'big finance'. In fact... today's market trend also proves this point."

"When a whale rises, everything declines!"

"The current 'big finance' can't drive the sentiment of the market at all. After all, no one should have the extravagant hope of a comprehensive bull market for the market right now?"

In the discussion where everyone questioned and complained...

The main institutions and hot money groups in the market obviously have different views on today's market trend.

"Today's market trend has already shown that the internal chip structure of the GEM is completely loose. There will be no follow-up adjustments in a month or two. It is impossible to slow down, right?"

"I also think so. In the future... the market will most likely not revolve around the previously popular 'Internet Finance', 'Mobile Games', 'Wearable Devices', 'Online Video' and a series of 'Pan Mobile Internet' fields The sector has been hyped, and there will definitely be new directions.”

"New Direction, 'Big Finance'?"

"Today's 'big finance' has indeed changed, and a lot of funds have entered. Several of the oversold small-cap financial concept stocks have also reached their daily limit, but I think this direction is problematic. After all, the market is currently lacking in liquidity. , can’t support the market of such a large sector at all.”

"The current market liquidity is indeed unable to support the riots in the entire financial sector, but I think... if there are indeed heavy positive stimulus in the direction of the regulators and even the high-level, then it will not be able to leverage the entire financial sector. The financial sector, but there should still be localized market conditions, or the hype market for related concept stocks.”

"To be honest, the market of the entire 'big financial' sector today is a trend of rising and falling. Although it has changed, it cannot be said to be strong. It is the port shipping, logistics trade and real estate sectors that came from behind in the afternoon. The performance of individual stocks is relatively good, such as Shanghai-Hong Kong Group, Shanghai Stock Market...It went very well today, I feel that I have funds, and I am deliberately attacking these stocks..."

"Hey, you say that, it's true!"

"Everyone, haven't you noticed? Although the hotspots in the entire market today are very scattered, giving people the impression that the directions of various funds attacking are chaotic and have no direction, but in fact... carefully observe, today's performance is relatively strong, significantly outperforming the index, and funds The stocks with more inflows basically have one common feature!"

"What characteristics?"

"Among the stocks that have changed today, such as Shanghai Pudong Development Bank, Shanghai Stock Exchange, Shanghai-Hong Kong Group, Lujiazui, Dongfang Venture, Jielong Industrial, Waigaoqiao...these all have a common attribute, that is, 'Shanghai local stocks 'what!"

"Damn it, I didn't pay attention to it before, but now after you remind me, I realize that it really is!"

"Isn't there something good about this?"

"To sum up today's market trend in one sentence, that is 'the shape is scattered and the spirit is not dispersed'. On the surface, funds from all walks of life are indeed attacking everywhere, without purpose, and there is no continuous hot spot, but in essence, today's market The overall flow of funds is in one direction, that is the concept of 'Shanghai local stocks'."

"The concept of local stocks on the Shanghai stock market? What kind of thing is this?"

"Could it be that the rumors in the market are true, that there are indeed some heavy economic preferential policies or tax policies introduced in the Shanghai stock market?"

"I don't know, but in the current market, it is true that many institutions are spreading the word."

"Without knowing the exact information, everyone started scrambling for funds indiscriminately, and speculated blindly?"

"It's fine to have expectations, no matter what the benefits are."

"Yes, the current market lacks hot spots. As long as there is good expectation, there is no fear that no one will take over the market. And judging by the performance of the market today, many institutions should have participated? This proves that the country is very concerned about the Shanghai stock market in the future. , there is a high probability that it will not only be beneficial, but also a great benefit.”

"It is expected that there will be, but if it is really based on the attribute of 'Shanghai stock market', it will not be easy. After all, according to the geographical division of listed companies, the companies registered and listed on the Shanghai stock market are the most in the entire market, accounting for almost 200 stocks, all 200 stocks need to be speculated, and the pressure to pull it is simply greater than pulling 'big finance'."

"Almost 200 stocks, it is certainly impossible to speculate in all of them."

"Look at the stocks with the highest capital activity, the strongest trend, and the strongest market capital synergy. After all, our A-share market is a policy market and a news market. If there are any major news to be released next, some core stocks, It will definitely change one after another and continue to strengthen.”

"Well, that makes sense..."

"Looking at it from this direction, today's Shanghai-Hong Kong Group and Shanghai Stock Exchange should be the two checks that have gone the most beautifully, and the Shanghai Pudong Development Bank is also trending very beautifully, but the plate is already a super big one with hundreds of billions of dollars, it's nothing Flexibility is only suitable for large financial institutions that pay attention to liquidity."

"Shanghai-Hong Kong Group's plate is not small, more than 300 billion."

"I think the best form today should only be the Shanghai Stock Exchange. This check... If it can ride the wind in the future, I'm afraid the space will not be small."

"Indeed, today's daily limit of the Shanghai Stock Exchange is too clean and tidy."

"It's just today's check, with insufficient turnover, and it's just the first daily limit. There is no evidence from the Dragon and Tiger List data. I don't know what kind of funds have entered."

"Let's see tomorrow. If the market has expectations for this check, tomorrow's opening should not be bad."

"I hope, I hope I can get out of a check and bring the market rhythm up quickly, otherwise... If it goes down like this, the emotions that have finally warmed up since June 6 will be abolished again."

"Yeah, the Shanghai Steel Federation fell, the market failed to switch between high and low, and there was no popular sector to take over the sentiment. In the past three trading days, the effect of losing money is really full. Next...don't bring the concept of continuous profit to the market. Come out, the newly entered funds in the past two months should really run away again. At that time, the liquidity of the entire market will dry up again. Give it back to me, it's hard, it's hard!"

Online and offline, countless hot money, and internal group discussions of major major organizations...

At this moment, many people are still frantically mobilizing money and personal connections, inquiring about all kinds of news about the "good economic policy of Shanghai stock market" in the market rumors from various information channels, wanting to know more precisely the possible benefits The specific direction of the news, as well as the specific positive, which stocks will be in the end.

And in this...

As the director of the internal intelligence department of 'Yuhang Investment', Lin Antu also inquired about some news.

"You said there is a high probability that the country is going to set up a new pilot special economic zone in Shanghai?" Su Yu stared at Lin Antu with a smile, even though he already knew in his heart that at this time, news about the 'Shanghai Free Trade Zone' must have started to pass through Well-informed people spread out, but they still couldn't help but be surprised by Lin Antu's news channel, "Where did you hear about it? The special economic zone pilot, this is not a trivial matter, and there is an example in Shenzhen City, it seems that there is no need to repeat it." Do you want to make one?"

"Yes... It was said by a friend of mine at Guangda Securities." Lin Antu replied, "And he also heard from their general manager that it seems that the news came from Yanjing. There should be nothing wrong with him. It is said that they invest in the strategic trading department, and they are already working hard on this matter."

"certainly……"

Lin Antu paused, and said with a smile, "For this news, it cost a lot."

"Guangda Securities..." Su Yu murmured.

Suddenly, a flash of light flashed in my mind, and I remembered a major operation of this securities company in the A-share market in August this year, which is the current month. I smiled and said: "The investment strategy and trading department is already a securities company In the company, the core department of the self-operated investment department, this statement... has some credibility."

"I think so too." Lin Antu nodded, "Although it's second-hand news, news like this is usually broadcast to the lower levels in advance, so there must be credibility, and he said that their department is making arrangements for this kind of news. This can mutually confirm the credibility of this news, after all, the positions of public funds are basically disclosed in a timely manner, and it is easy to verify."

"Okay!" Su Yu responded, "You continue to pay attention to the news in this regard, and report any new developments."

Lin Antu continued to nod his head, and when he left the office, he hesitated for a moment. Seeing that Su Yu was calm and calm, he seemed to have expected it, so he couldn't help asking, "Has Boss Su heard about this?"

Su Yu smiled, and replied, "I can't say I've heard about it a long time ago, it's just a guess based on the changes in funds in the market."

"No wonder!" Lin Antu was stunned.

"Don't think too much." Su Yu saw that he was slightly depressed, and knew that he might be blaming himself for not digging up information in time and wasting the company's money. It is very useful, and the establishment of the information line of the internal investment strategy and trading department of Guangda Securities will be very useful to us in the future... "

"Thank you, President Su, for your compliment." Lin Antu thanked him, and then left the office.

Su Yu looked at the back of the other party leaving, thought about the past of Guangda Securities, a domestic second-rate brokerage company, and its strong state-owned background, and already had another idea in his mind.

What he said to Lin Antu just now, "This information is still very useful to me" did not refer to the matter of the "Shanghai Free Trade Zone". After all, the progress of the overall fund building has been completed. There was not much he could do, except wait.

It refers to the big operation that Guangda Securities will make in the A-share market in August.

This manipulation...

According to the memory in Su Yu's mind and the follow-up records of the entire domestic securities and financial history, it was called the "Guangda Oolong Finger" event by the majority of investors in the market.

This incident can basically be said to be a dark history in the history of A-share trading.

Although its impact on the domestic financial market is far less than that of the famous '315 national debt' incident, its bloody and nonsensical level is simply more than that.

Of course, stand at the time node when the event is about to happen.

Su Yu is not interested in the reasons for this incident, or even the cause and effect. He only cares about one point. In this incident, there are huge opportunities for speculative profits for small and medium-sized funds.

The fund's positions have already been filled, and at this time, he will not easily adjust positions.

However, since his personal capital trading account had to be completely staggered from the investment in the fund account, after withdrawing from Huake Financial, in the last few trading days, there was really no position at all, and the total funds of more than 3300 million were still static. Lying quietly in the account eating ashes.

And now, the opportunity is here.

(End of this chapter)