The investment era of rebirth

Chapter 204 Emotional climax, reduce positions and take profits!
"Today's disk seems to be significantly different from the previous few days!"

Seeing that a few minutes after the opening of the market, the Shanghai Stock Exchange’s material trade quickly broke through, rushing up to the daily limit price. Inside the Yuhang Investment Company, in the trading room, Li Meng said: “Almost all the concept stocks of the ‘Shanghai Free Trade Zone’, Everything is changing, and Waigaoqiao has really released the ten consecutive boards since the resumption of trading.”

"Further stimulus from the good news, and the full divergence of hot spots..." Su Yu stared at the board and responded, "The hype of the 'Shanghai Free Trade Zone' should enter a comprehensive climax stage."

"With the intense hype in the early stage, the Shanghai Stock Exchange and Waigaoqiao generally experienced two or three times the increase, and other core Shanghai stock local stocks also generally increased by 30% to 50%. Isn't it a comprehensive climax stage?" Wang Can asked, "It feels like this main line has been fired for a long time!"

Su Yu said with a smile: "Although the time span of the hype on this main line is not short, the hype themes under this main line in the early stage are all one after another, first local stocks in Shanghai stock market, then core free trade zone concept stocks, and then 'port , logistics, and real estate' industry sectors, followed by low-level marginal concept stocks, emerging concept stocks with hard-pull relationships, and finally the free trade zone speculation in 'Yuzhou, Jinmen, Qingdao, Haizhou, Nansha' and other places..."

"Fund after wave of hype, wave after wave of transfer."

"But during this period, none of these hype paths have collectively interacted."

"Look at today's board..."

"Stimulated by the news of the newly added 'Financial Reform Pilot Project in the Free Trade Zone' last night, the market started today with the theme of 'Finance Reform', but it directly triggered a full-scale riot on the theme of 'Shanghai Free Trade Zone' hype in the early stage. Now , all branches are linked together.”

"This phenomenon is the extreme divergence of emotions."

"It shows that this main line of hype has now entered the climax stage of the best money-making effect."

"Of course, once any hype market enters this market stage, it means that market expectations are completely filled, and the main line of hype is about to turn from prosperity to decline. It is time to gradually make profits and leave the market."

"After all, for any performance, after the climax, it will gradually end."

"Understood!" Wang Can said, "Then... are we going to sell the positions of Shanghai Stock Exchange and Shanghai-Hong Kong Group now?"

Su Yu thought for a while and said: "The liquidity of the Shanghai-Hong Kong Group is relatively abundant, and our position in this stock is not too heavy compared to its liquidity. It can be out in half a day, so don't worry too much, but the Shanghai Stock Exchange..."

"Today's breakthrough looks beautiful, but it is actually using emotions to make the last move to lure more."

"We hold a very heavy position on this check. We can't wait until the climax subsides and the mood turns before we start to get out. Now... we have to get out slowly."

Calculated based on the current stock price and market value of Shanghai Stock Exchange.

In the fund account alone, the total position on this check has reached a market value of 4.35 million.

If you count the 2.06 million market value of the check held in his personal account.

Their main funds alone hold a total of 6.41 million chips in this stock, accounting for more than 4% of the overall market value of the check.

Such a heavy warehouse volume...

If you are not in the stage of emotional climax, reduce your holdings in advance.

According to the current average daily turnover of about 15 billion in the Shanghai stock market, when the market really turns from strong to weak, they simply cannot get out.

What's more, at this moment, the main positions in the stock of Shanghai Material Trade are among the main positions.

Not only is he a lurking monster, but also the main funds of Zexi Investment and Jiefang South Road.

Su Yu estimates that the market value of the opponent's holdings is much lower than his, but if it's the turn of the two parties to start scrambling for market liquidity, I'm afraid neither of them will be able to enter the market safely.

"How?" Li Meng asked again when he heard that he was going to start taking profit on the stock Shanghai Stock Exchange.

At present, the material trade in the Shanghai stock market has reached its daily limit, and there are more than 15 orders on the market.

If it is really necessary to take profits on a large scale, at this time... two or three hundred million or even more chips can be released in one go.

Su Yu thought for a while and said: "The current market has only begun to diverge in an all-round way. Such extreme enthusiasm should last for a few more days under the another round of positive stimulus related to the 'Shanghai Free Trade Zone'. Trade and Waigaoqiao, the two absolute leading stocks in the main market, are not lacking in capital attention and popularity, and it is estimated that they can last for a few days, so... there is no need for us to take profits here."

"Large orders can be converted into mid-order orders and small orders, and they can be released slowly."

"First, let's sell the more than 8 million chips that we increased our position on August 27, a total of more than 4800 hands, so as not to cause emotional panic in the market, and to keep the stock price of Shanghai Material Trade at a high level for a long time. Some, at the same time, tend to paralyze opponents."

"Okay!" Li Meng nodded.

Then, together with other traders, they began to sell out the bargaining chips of the Shanghai Stock Exchange through intermittent pending orders.

At the same time, Su Yu glanced at his personal account. At the beginning, he bought more than 7800 million, and now his personal account has reached 2.06 million. He also began to sell large orders into small ones intermittently, gradually taking profits.

And with their sale...

The overall trend of the market in the two cities has not been affected in any way.

The various branches of the "Shanghai Free Trade Zone" are continuously changing, and there are more and more individual stocks with daily limit, especially the "gold reform" and "Yuzhou, Jinmen, Nansha, Qingdao, Haitian The two branches of the free trade zone in the state' and other places have continuously gathered active funds in the market, and they have stepped out of the trend of the plate's daily limit.

Finally, the market closed at noon.

The Shanghai Index rose by 1.36%, the Shenzhen Index rose by 1.21%, and the ChiNext rose by 1.02%, achieving a certain degree of extravagance.

Under this situation, individual stocks in the "golden reform", such as Jinshan Development, Aijian, Dajiang, Duolun, etc., have all reached their daily limit, and their profit-making effect can be described as It is deduced to the extreme; 'Yuzhou, Jinmen, Nansha, Qingdao, Haizhou' and other free trade zone core concept stocks, at this stage, the number of individual stocks with daily limit has also broken through to more than 10, which can be described as a full-scale explosion.

Previously more core 'Shanghai local stocks', and 'Shanghai Free Trade Zone' pre-popular concept stocks.

There are also industry sectors that benefit from core free trade zones such as 'real estate, ports, and logistics'.

It has also become the target of capital's obvious attack. Even Shanghai-Hong Kong Group and Lujiazui, which are difficult to speculate in large-cap concept stocks, have risen again today by more than 5%, and the trading volume has further exploded.

And in the afternoon...

The interpretation of this situation has become more and more out of hand.

Hot money and institutions, their attack direction, not only began to break away from the relevant core concepts of the "Shanghai Free Trade Zone", but also began to spread in the direction of "Internet Finance" and even "Big Finance".

Especially the two stocks of Anxin Trust and Shanghai Pudong Development Bank.

In the afternoon trading, it became the core of the major capital attack in one fell swoop, and became the absolute core stock under the main line of "Shanghai Free Trade Zone" and the direction of "golden reform". Even, at 2:21 p.m. , Anxin Trust directly ushered in a buy order of [-] lots, which directly pushed its stock price to the daily limit, and at the same time... also pushed the hype sentiment of the entire market to the extreme peak.

After Anxin Trust's daily limit, Shanghai Pudong Development Bank rose by more than 7%.

The entire 'Big Finance' sector began a full-scale riot.

Finally, in the last half an hour, the Shanghai stock index continued to rise, and after experiencing a sharp drop on June 6, it reached a 24% increase for the first time.

Finally, when the market closes at 3 o'clock.

沪指定格于3.63%的涨幅，冲破了2150点位；深指定格于2.53%的涨幅；创业板指定格于2.48%的涨幅，点位达到1169.31位置。

Among them, in the situation where the two cities generally rose sharply.

All the concept sectors of the 'Shanghai Free Trade Zone' have all exploded with a very strong profit-making effect. Among several branches, the total daily limit concept stocks reached 35, second only to the 'Shanghai Free Trade Zone'. After the announcement, the number of daily limit concept stocks on August 8.

After the close, facing such a market performance...

Regardless of retail investors, hot money, large institutional groups, all investors in the market are extremely excited and excited.

After all, around the core line of the "Shanghai Free Trade Zone" today, all stocks with a daily limit, except for a few flat-shaped stocks, have the opportunity to participate. Their capital participation and profit-making effect, Compared with the day on August 8, it was several times stronger.

Moreover, even if the stocks held are not in the main line of 'Shanghai Free Trade Zone'.

In today's generally rising market, you can also make money.

"It's been a long time since I've made such hearty money, it's great!"

"Today's overall market volume has expanded a lot. The turnover of the two cities has once again touched the 1000 billion mark. I feel...the bull market is really near."

"Haha...the main line of 'Shanghai Free Trade Zone' is still strong, you can make money by buying whatever you want."

"The breakthrough of the big Yang line in the Shanghai Stock Exchange Index today is considered to have completely got rid of the shock range of 2000 points to 2100 points in the previous period, right? It's really beautiful. This heavy-volume big Yang line is really beautiful."

"Yeah, today's market trend is so fucking beautiful."

"What's even more beautiful is the hype related to the 'Shanghai Free Trade Zone'. I just counted. There are nearly 40 daily limit stocks related to the main line of speculation of the 'Shanghai Free Trade Zone', and the increase is 5%. The above ones exceeded 100, and even the big Shanghai Pudong Development Bank almost hit the daily limit in the intraday trading today, releasing nearly 40 billion of energy. The market is so hot today, which is really unexpected!"

"That's right, you can buy whatever you want, and you can earn whatever you want, as if suddenly dreaming back to the bull market."

"This is called an explosion. The hype of the 'Shanghai Free Trade Zone', I feel that this is the official arrival. This wave... definitely has a ten-fold stock."

"Are you talking about the Shanghai Stock Exchange? Today's breakthrough trend of this leading stock is also very beautiful."

"Waigaoqiao is also possible, right? Directly from [-] billion to [-] billion. As the absolute core leading stock in the 'Shanghai Free Trade Zone', there is still room for imagination of [-] billion giants in the future, right?"

"It's just that I can't buy it all the time, which is annoying."

"Ten boards in a row, and the volume has not been released yet. I don't know how many boards can be opened?"

"Before, everyone said that the board would be opened at the height of seven boards and eight boards. Looking at it now... With the current market enthusiasm, I am afraid that it will have to go above [-] boards."

"No matter how many boards there are, I hope to buy them quickly."

"If you can't buy Waigaoqiao, you can only buy Shanghai Stock Market. This check is also a direct beneficiary stock of the 'Shanghai Free Trade Zone', and it is also the core leader of the market."

"It's not necessary to buy these two checks."

"Yes, in the current market, as long as it is a concept stock under the main line of 'Shanghai Free Trade Zone', you can make money if you buy any stock."

"Yes, even Shanghai Pudong Development Bank can pull it to a position close to the daily limit, which shows how much the main funds are pursuing the line of 'Shanghai Free Trade Zone'. Looking at today's sentiment, in this direction, the follow-up will definitely There are still great opportunities, so feel free to participate...I estimate that from this year to the end of the year, funds should continue to circulate on this main line.”

"Indeed, it's enough to be mindless. If you don't make money when it's so easy to make money, when the market is over, you don't have to make money if you want to."

During the discussions among retail investors, hot money and institutional groups, regarding the main line of hype about the "Shanghai Free Trade Zone" that has exploded again, many ideas have arisen in their minds to continue to increase their positions and further deepen the hype.

"From the hype of local stocks in the Shanghai stock market, to the hype of the logistics, ports, and real estate industries, to the hype of the concept of local free trade zones, and now to the hype of the concept of 'financial innovation and financial reform'..." At this moment in the magic city, Ze Inside Xi Investment Company, Xu Xiangfu looked at the overall trend of the market today and said with a smile, "The hype potential and deepening direction of the main line of the 'Shanghai Free Trade Zone' are really unexpected!"

"Indeed, it completely exceeded expectations." Zhou Kan stood beside him and nodded.

"The stage of hype that was thought to be a climax has passed." Xu Xiang said, "Unexpectedly, the real hype has just begun."

"Very good, the index has broken through upwards."

"The concept of the main line has also come out in an all-round way, and all the branch lines have also been recognized by funds."

"Moreover, as soon as the concept of 'financial reform' came out, the 'big finance' as the core weight of the market was also pulled out. The key is the market volume, which once again touched the 1000 billion mark."

"It seems that if the regulators come out with some cooperation benefits, the institutions will also actively enter the market."

"It is not impossible to kick off the bull market with the help of the continuous recovery of the investment sentiment in the market and the continuous profit-making effect formed around the main line of the 'Shanghai Free Trade Zone'."

The more Xu Xiang talked, the more excited he became, feeling that more opportunities were coming.

At the same time, he also raised higher expectations and expectations for the main line of "Shanghai Free Trade Zone".

"Mr. Xu, what shall we do next?" Zhou Kan paused in Xu Xiang's emotion, and continued to ask.

Xu Xiang thought for a while, and said: "The ten consecutive boards after Waigaoqiao's resumption of trading can be said to have completely opened up everyone's expectations and the height of market hype."

"Next, let's do it around the line of 'Shanghai Free Trade Zone'!"

"It's just that the focus needs to be fine-tuned."

"The line of 'golden reform', as the last sub-concept in the hype of the main line of 'Shanghai Free Trade Zone', its potential has not yet fully exploded, and in this direction, whether it is related to the 'Internet Finance' The linkage of emerging concept sectors, or the linkage with the market's "big finance", can be both ways."

"Here, we have to focus on and focus on adjusting positions."

"Of course, the two real leading stocks of Shanghai Stock Exchange and Waigaoqiao cannot be let go."

"Since all the funds in the market have worked together to push this main line to a higher level of hype enthusiasm, let's let go and do it boldly."

"The funds of the whole market have focused and penetrated too much in the direction of this main line."

"Whether you admit it or not, this line has become the core driving engine for the upward trend of the two cities, and it has become the field with the largest concentration of market funds and the strongest profit-making effect."

"And since the trend is like this, then we have no choice but to follow."

"I just don't know if there is such a pattern of funds in Fortune Road..."

As he spoke, he looked at the time and saw that it was around 5:30, so he couldn't help but hastily turned his attention to the refreshed Dragon and Tiger Ranking data.

There are obviously many more stocks on the list today than yesterday.

And the Shanghai Stock Exchange, a stock that has been the core of market sentiment and focus for more than a month, is no surprise on the list.

"Hey... This guy actually made an appearance today."

Seeing the seat data disclosed on the Shanghai Material Trade Dragon and Tiger List, Xu Xiang showed a hint of surprise in his eyes: "Fortune Road sold more than 7600 million yuan, and Fusheng Road sold more than 5000 million yuan, a total of 1.26 million yuan. After so long, it's unbelievable that this guy got out of the market when both the stock price and the index broke out."

"The more than 7600 million funds sold by Fortune Road should have been all the more than 8 million funds bought on August 27?" Zhou Kan looked at the data of the Shanghai Stock Exchange's Dragon and Tiger List, and said, "As for the more than 4800 million funds from Fusheng Road, it should be less than half of the funds he bought at the beginning."

"En!" Xu Xiang nodded, "According to the calculation of the more than 8 million funds that Fushenglu bought on August 19, the chips that Fushenglu currently holds in the stock of Shanghai Stock Exchange should be 7800 million About 2 million sold, probably only a quarter of the position, which is understandable."

"It's just that the road to wealth is all gone, which is a bit... incomprehensible."

"But... it's good to go out."

"Without the funds of Fortune Road and Fusheng Road to disrupt the situation, the internal bargaining chips of the Shanghai Stock Exchange will be cleaner, which is more conducive to my control of the check."

"Fortunately, this guy played on today's daily limit, and didn't hit the market."

"It still gives a certain amount of face."

When he was controlling the stock of Shanghai Stock Exchange, in fact, he was always worried about the funds of Fortune Road and Fusheng Road in the market, and suddenly came to smash the market with one hand at a high speed.

Therefore, before the market sentiment was not sufficient and the market force was not very strong.

Only then did he maintain the stock price of Shanghai Material Trading in the price range of 23 to 26, which fluctuated for a whole week, until now he waited for a consistent long sentiment and a breakthrough opportunity.

But he didn't expect it at all...

The other party endured the shock for a whole week, and suddenly lightened their positions on a large scale when they just broke through.

"Fuck, Fortune Road actually appeared?"

At the moment when Xu Xiang was surprised and couldn't quite guess Su Yu's motives, other investors in the entire market who were paying attention to the stock of Shanghai Material Trading were also surprised to the point of difficulty after seeing the data of Shanghai Material Trading's Dragon and Tiger List. Confidence: "The market has just made a breakthrough in heavy volume. What is the intention of Fortune Road to reduce its position?"

"I don't understand it, but it's definitely worthy of vigilance."

"Could it be that Shanghai's material trade has reached its peak? No way, Waigaoqiao is still in a shrinking form. Shanghai's material trade is the absolute core leader of the 'Shanghai Free Trade Zone'. It makes no sense that the market will be cut off here. , and according to its intraday trend of breaking through the shock range today, hitting a new rebound high, and closing the board with strong strength, this is obviously a pattern of a second wave, how could the market stop here?"

"Wealth Road has reduced the wrong position today, right?"

"I really don't understand this move, who can explain it?"

"Damn it, I was secretly proud of buying for my chasing position today, but now I see Fortune Road coming out, I'm in a tizzy again."

"It doesn't make sense, it really doesn't make sense. The Shanghai Stock Exchange's board today is going pretty well."

"And the index really broke through with a large positive line."

"I'm speechless. I never expected that Fortune Road will appear on a large scale today. Tomorrow... how will the Shanghai Stock Market go? This breakthrough...isn't it a fake breakthrough?"

"I don't think there is any need to worry. Although Fortune Road and Fusheng Road have both appeared on the Shanghai Stock Exchange's selling list today, the total selling funds have reached 1.26 million, but I just checked this According to the historical buying data of the two seats on the Shanghai Material Trade stock, it was found that the 1.26 million sales volume should only account for half of the chips held by the funds of Fortune Road and Fusheng Road in the Shanghai Material Trade stock. about."

"That is to say, the funds of Fortune Road and Fusheng Road still have a position of more than [-] million in the Shanghai Stock Exchange?"

"To be precise, Fusheng Road still has a position of more than [-] million yuan."

"Hehe...then don't worry, look at it this way...the funds of Fortune Road and Fusheng Road are just reducing positions, not clearing them. If I have held from the bottom for so long, I will definitely reduce some of my chips and lock in some profits. , to reduce the risk of profit retracement.”

"And there is still no one on Jiefang South Road today, so don't worry too much."

"Okay, okay! So, it seems very reasonable. The moment I saw the data of the Dragon and Tiger Rankings, I was really shocked."

"However, the funds of Fortune Road and Fusheng Road are really super gold players in the market."

"This main force intervened in the material trade of the Shanghai stock market. This wave basically made more than [-] million, more than double the profit, right? It's really powerful, and it's really terrifying."

"To be honest, the Shanghai Stock Exchange's check is really not controlled by Fortune Road and Fusheng Road this round."

"It looks more like Jiefang South Road. The chief rudder is controlling the market, but who will let the other party hold the leading stock? This money should be earned by others."

"Hey, I have to learn to hold the chips."

"The previous week of the Shanghai Stock Exchange really wiped me out, but now... at least I've managed it."

Everyone was extremely surprised and puzzled...

At this moment, within Yanjing and Anlan Fund, Xie Wanting couldn't understand for a while after seeing the data of the Shanghai Stock Exchange's Dragon and Tiger List: "Teacher, the timing of this fund is to reduce the position, isn't it?"

"It's not right, but there's nothing wrong with it." Zhou Guohua said, "In the transaction, there are some weaknesses in human nature that are still difficult to overcome. This stock of funds has made huge profits in the Shanghai stock market, which can be observed. The floating profit reached is more than [-] million, if we do not reduce the position and lock the profit, we will need a lot of patience in holding positions."

"The so-called loss can be held, but the profit cannot be held, this is the truth."

"Actually, this fund has been locked up from the bottom all the way to the present, and it has only started to reduce its position. It is already quite powerful. If I... must be in the position where there is a disagreement for the first time after the end of the Shanghai Material Trade Board, Just reduce the position and take profit, but this guy also increased his position on that day."

Xie Wanting heard Zhou Guohua's words, understood some of the logic of the other party's reduction of positions, paused, and continued to ask: "With this kind of funds, the influence on the market, the teacher estimates... how will the Shanghai stock market market go tomorrow?" ?”

"It is estimated that the daily limit will still be raised!" Zhou Guohua said, "There will be differences, but since the breakthrough is made, it will be a situation where it will collapse if it does not rise."

"In the current market, the main line of 'Shanghai Free Trade Zone' has exploded again."

"Look at the various funds disclosed on the Dragon and Tiger List today, hot money has been dispatched on a large scale, 25 well-known hot money seats have been revealed, and 12 institutional seats have been revealed."

"The market sentiment has completely heated up!"

"Shanghai Stock Market is the absolute core leading stock in the main line of 'Shanghai Free Trade Zone'. The popularity and capital attention are extremely high, and the hype of this check directly affects the hype sentiment of the entire market, and The direct hype height and continuity of the line of 'Shanghai Free Trade Zone'."

"At this stage, the index has just broken through."

"Whether it is energy or technical form, it is a bullish trend."

"Such a market form can attract more incremental funds."

"So, in the short term, the impact of this fund should be overwhelmed by the overall sentiment of the market and the combined forces of funds. Overall... this fund will not lead to a change in the trend. Funds, retail investors in the entire market have come together to reach the current level.”

"So, unless there is a clear divergence in the overall hype sentiment in the market."

"Unless another core concept stock, Waigaoqiao, opens up and goes out of a trend that is seriously below everyone's expectations and affects the entire market, otherwise this stock of funds alone will not be able to pry the market in the direction of the trend. …Don’t worry too much about the impact of this reduction of funds on the market.”

"Okay!" Xie Wanting nodded, digesting the logical relationship of the market that Zhou Guohua said.

And as the two talked...

The entire market, and the majority of investors, have gradually turned from a bad position to a positive one in a disguised form for the position reduction action of Fortune Road.

Then, in the still passionate and excited mood of the crowd.

The market ushered in the second trading day.

At 9:15, the much-anticipated and highly-anticipated Shanghai Material Trade, which was hotly discussed by investors all night, jumped to 28.14 yuan in an instant from yesterday’s closing price of 30.01 yuan. It opened lower, but crossed the important threshold of 30 yuan, and opened higher at a gain of 6.53%.

PS: Two in one, more than 7000 words!

(End of this chapter)