The investment era of rebirth

"Sure enough, when the effect of making money comes into play and the market makes a choice, investors as market participants will come up with a bunch of logical support and benefits." Su Yufan looked at the well-known financial V and retail investors from the market. The real-time analysis reports of groups, private equity managers, and investment consultants of securities companies said with a smile, "When it falls, it is full of bad news, and when it rises, it is full of good news. Human nature is so...it has never changed. "

Li Meng said with a smile, "Isn't that good? These people have done their analysis well. I don't know how much effort and money they have saved us in the follow-up pull. It looks like we don't have to worry about the market in the afternoon."

"You can't say that." Su Yu replied, "Although emotions and follow-up effects have risen, the entire market in the morning is still a little too heavy. According to the previous average market trading volume, there is no way for incremental funds outside the market. In the case of keeping up so quickly, there will probably be a lack of overall commitment in the market in the afternoon, and the entire market is likely to be at risk of rising and falling."

"Then we..." Li Meng paused, and said, "It seems that we have to be prepared!"

"Don't worry too much." Su Yu smiled, and continued: "The birth of the market's main line market, it takes time to react, and only in the passage of time, through the continuous fermentation and diffusion of emotions, the duration of the market and The height is more impressive."

"The main line of 'infrastructure' was not originally driven by a pure concept."

"Naturally, I don't pay much attention to the intensity of emotional outbursts in a short period of time. The main thing...is the logical recognition of the market."

"Only when everyone agrees with this logic, in the previous frenzy of the market crash, various institutions that crashed out of the market will flood in again, and retail investors from all walks of life will follow suit, and all of these The market reaction will take time to slowly ferment."

"So, let's fight for the day."

"In the afternoon, as long as you maintain the core leading stocks in the 'infrastructure' sector, don't fall back too much, so as not to hurt too much the sentiment that has just surged in the market, that's it!"

"and……"

Su Yu paused, and continued: "According to the intensity of the emotional fermentation at noon, in the afternoon, most of the funds will further gather in the 'infrastructure' field, and at the same time, form a blood-sucking effect on other sectors of the market. In this situation, ...In general, the pressure of trading in the afternoon is much easier than in the morning."

"Okay!" Li Meng nodded, "It seems that I was just worrying."

"Haha..." Su Yu laughed and said, "It can't be said that we are worrying blindly. Originally, trading is like walking on the tip of a knife and walking on thin ice. This is the mentality we should have."

"How to say, you are right." Li Meng gave him a light look.

Following the analysis of the market by the two, after a short break, the two cities ushered in the trading time again.

I saw that after noon's emotional fermentation, as soon as the market opened, construction decoration, building materials, steel, real estate and other "infrastructure" core industry sectors, the popular stocks that led the rise were frantically snapped up by market investors.

At 1:02, Huaguo China Railway rose by more than 8%, showing a state of rapid volume increase.

At 1:06, Huaguo Construction also increased by more than 8%, and the turnover was almost 2.5 times larger than before.

At 1:09, Conch Cement and Wuhan Iron and Steel Group rose by more than 7%, and the turnover also increased sharply year-on-year.

At 1:12, China Fortune Land Development was bought by tens of millions of funds, and it was pushed up to the daily limit in a flash, becoming the second mid-to-large-cap stock in the real estate sector with a daily limit of tens of billions after Kumho Group.

At 1:15, the entire "building decoration" industry sector rose by more than 6% as a whole, 6 stocks in the sector rose by the daily limit, and more than 20 stocks rose by more than 5%. At the same time, the real estate industry sector also rose by more than 4.5%. All the stocks in the sector all showed a trend of major counterattack.

At 1:17, the Shanghai stock index rose by more than 2.5%, and stood at the 2100-point mark without hindrance.

At 1:20, the turnover of the two cities soared to the 600 billion mark, once equivalent to the sum of the entire trading volume of the previous trading days.

At 1:23, with Huaguo China Railway Group being blocked by hundreds of millions of buying funds, the entire "infrastructure" sector, the emotional and capital follow-up effect, reached a climax, and began to invest in the direction of the small and medium-sized board and the gem. The core sectors of the two main concept concepts of 'mobile Internet' and 'smart phone industry chain' where short-term active funds gather, as well as popular stocks in the early stage, form a capital siphon effect.

With this money siphon effect...

At 1:25, all sectors in the field of "infrastructure" erupted a wave of relatively rapid straight-line upward movement.

At the same time, the Shanghai Stock Exchange Index and the A50 Index, driven by the entire "infrastructure" industry sector, climbed straight to a 3% increase.

"Fuck, the stock index is crazy today!"

"In one day, dreaming back to the bull market, the A50 index is so violent, it is really rare!"

"The last time the A50 index was so turbulent, with an increase of more than 3%, was in December last year, when the market was affected by the 'restart of the IPO news' and the securities companies collectively pulled up?"

"There is no doubt that this is a signal that the market has bottomed out!"

"Is it possible that the next market style will directly switch to the blue chip side?"

"The infrastructure sector is backed by strong logic, and it will explode in full force today. Other blue-chip stocks, I feel that they have not fallen through, and... there is no expectation!"

"Indeed, we still can't be too optimistic."

"I think, at this time, we should be optimistic. The Shanghai stock index has stepped back on the 1950 point for the second time, which is obviously a double bottom pattern in the general trend. Now... the market has once again stood at 2100 points. It has fallen back below 2000 points, and if you buy at this time, the loss is limited, but the upward profit may be unlimited."

"But today's ChiNext and Shenzhen Index are still weak, and their gains are far behind the Shanghai Index."

"The market still looks like a stock game."

"The profit-making effect of the market has not been fully realized. How can the off-market funds enter the market so quickly? Without the out-of-market funds entering the market, it is naturally a stock game."

"However, the main line of 'infrastructure' has rushed out to open up market space, and the follow-up incremental funds should come, right?"

"I'm going, what's going on? Individual stocks in the 'infrastructure' sector are pulling up sharply, and many concept stocks on the small and medium-sized boards and the Growth Enterprise Market are all starting to dive."

"The active funds in the entire market have been absorbed by the 'infrastructure' sector, right?"

"This siphon effect is too strong!"

"After all, the amount of active funds in the market is limited, and today's riots are almost all medium and large-cap stocks in the 'infrastructure' sector. If they follow suit, the siphon effect will naturally be strong."

"What the hell, is this forcing everyone to sell concept stocks on the SME board and ChiNext?"

"It feels like the style of the market is really changing."

"Is there a split between twenty and eight?"

"Hey, in the entire market, except for the 'infrastructure' sector, other sectors have no profit-making effect. Holding a lot of concept stocks in my hand, I always feel that the index is rising and it is not making money."

"Change positions as soon as possible, and feel that the market style is really switching."

"In this case... the small and medium-sized board and the ChiNext board are diving, and the main board may not be able to hold on, right?"

"Today's market volume can be released so quickly, I feel that the end of the day is not good!"

During intense market discussions...

At this moment, in the internal fund trading room of Yuhang Investment Company, Su Yu saw that the Shanghai Stock Exchange Index and A50 Index rose rapidly, while the Shenzhen Stock Exchange Index and ChiNext Index were stagnant, and even started to turn down. Knowing the strength of the market, It has reached the critical point, and I couldn't help reminding everyone, saying: "Today's intraday buying and emotional highs are almost here. Everyone can release some chips, and then wait for the mood to fall before backhanding." Buy, make an undertaking, and do a reverse T to reduce the cost of holding positions, while saving money, and completing our pallet tasks."

"Okay, received, President Su!"

Under Su Yu's reminder, the traders in the trading room responded one after another.

Afterwards, on Yuhang Investment Fund, the two major funds' key holdings of popular stocks in the field of "infrastructure" began to increase sharply. , were also driven one after another, and fell passively.

Therefore, the entire market, at this moment, perfectly showed the trend of rising and falling that Su Yu predicted before.

"Hey, the attack is too fierce, the market volume is not good, and the end of the market is dangerous!"

Seeing that the entire "infrastructure" sector and its individual stocks have plunged rapidly after the rapid rise, at this moment in Shenzhen Stock Exchange, inside Xinniu Fund Company, in the trading room, fund manager Fang Xinsheng couldn't help but sigh: "It's too late!" Ah, the stock index is 2100 points, I'm afraid it's about to gain and lose again."

"Why did the funds gather in the 'infrastructure' sector so quickly that the market collapsed instead?" Mou Zhengxing, the trading team leader beside Fang Xinsheng, looked at the market trend and was a little puzzled. Are you exhausting all three? Why is the market performance today not like this at all!"

Fang Xinsheng glanced at Mou Zhengxing, smiled, and explained: "The performance you said of 'go all out, then decline, and exhaust three' is a general concept of market hype. For a stock with a large number of blue chips like 'infrastructure', it needs The mainline market that can be promoted by a huge amount of funds, when there are not many active stock funds in the market, once the emotional explosion is too fast and the siphon effect on the active funds of the entire market is too large, it will cause the entire market to collapse. severe blood loss."

"And the severe blood loss in other sectors will lead to the exhaustion of the entire market sentiment, which will induce a sharp increase in the selling pressure in the main sector."

"Such a situation has caused the market to go up and down."

"In short, the selling pressure in the market is too heavy. Without the help of a large amount of incremental funds outside the market, it is difficult for the market to make room for a while, right?" Mou Zhengxing slightly understood what Fang Xinsheng said. "Then the main line of 'infrastructure' can still be achieved?"

Fang Xinsheng pondered for a moment, and said: "Look at the trend in the late trading! If you can maintain a relatively strong position and don't leave too many intraday lock-ups, then the market outlook is still promising. If it falls back too much, today's highest funds will be trapped. If there is no real money-making effect, then the follow-up trend will be difficult.”

Following the brief conversation between the two...

The trading time of the two cities has been moved to 1:45.

I saw that with the first dive of the small and medium-sized board and the ChiNext, and the collective blood loss of the small-cap concept stocks in the two cities, it was brought to 2115 points by the major industry sectors in the entire "infrastructure" field and many blue-chip stocks that rebounded strongly. The Shanghai Stock Exchange Index, which rose by more than 3%, also followed suit and dived, retreating to the 2100-point line in a flash.

At the same time, Huaguo China Railway, which has been strongly blocked by funds of over [-] million yuan, is also bombed in the diving water.

As a result, popular stocks in the entire "infrastructure" sector, which have swallowed up a large amount of active funds in the market, have accelerated their dives. On the disk, both the number of buying orders and the main buying orders are rapidly depleting.

Immediately afterwards, when the time reached 1:55.

The Shanghai Index further retreated below 2100 points, falling below an important threshold point, while the Shenzhen Index and ChiNext Index have fallen back to within 0.5%.

"Almost?"

Seeing that the major indexes in the market have all dropped by more than 1.2%, Li Meng asked.

Su Yu stared at the disks of the two markets, pondered for a moment, and said, "Don't worry, wait a little longer. When the panic selling of many popular concept stocks in the direction of the small and medium-sized board and the ChiNext slows down, it will be almost the same."

"Retail investors are all chasing ups and downs. Isn't the index falling more and more, and the panic is getting heavier?" Li Meng asked.

Su Yu replied with a smile: "The sell-off of the small and medium-sized board and the GEM is caused by retail investors chasing ups and downs. Now the core stocks in the 'infrastructure' field are also diving. The retail investor groups of many concept stocks on the SME board and the GEM naturally began to hesitate, and they did not dare to cut their meat and then chase the high. Serious situation."

"Understood!" Li Meng nodded slightly, "When the market seesaw effect is not so severe, then the market bargaining chip structure under the stock game will naturally re-stabilize."

Su Yu smiled and said: "Smart, so although this diving range looks scary, it does not affect the overall trend of the market. After all, the market has experienced the emotional freezing point not long ago. These investors who are staying in the market at this moment are expected to It is not high, unless they adjust their positions in a chasing up and down style, otherwise...they will not easily cut their flesh and leave the market."

Following the discussion between the two, time traded time, and it passed 2 o'clock.

And when the time passed 2 o'clock, the originally extremely fast diving, which looked scary, suddenly slowed down again.

Until the time reached 2:23, the Shanghai Stock Exchange Index, Shenzhen Index, and ChiNext Index all bottomed out and rebounded.

"It's this time!" At this moment, Su Yu's eyes, which were fixed on the boards of the two markets, suddenly flashed with a sharp light, and he turned around and rushed to the traders, "Give me all the chips you threw from the boards before!" Call back again, and at the same time... Li Meng allocated [-] million funds to block the daily limit of Huaguo China Railway. The current market needs this popular leader as an example. It has truly become the capital gathering territory of the market powerhouse Hengqiang, leading the index to make a breakthrough!"