The investment era of rebirth

Chapter 382 Using the method of breaking the surface!
"Sure enough, the order has been withdrawn!"

Staring at the performance of market call auctions that have been transferred to irrevocable orders, and realizing that the selling funds of many popular stocks that suppressed the two main market lines of 'infrastructure' and 'state-owned enterprise reform' have also disappeared on the market, Zhou Kan couldn't help being satisfied He said with admiration: "The boss is still very powerful, and he can see through the manipulator of 'Yuhang Investment', Mr. Su, at a glance."

"Combining the position data of the two main funds of the 'Yuhang Department', it is not difficult to see through each other's motives." Xu Xiang replied, "The difficulty is to control the market and guide market sentiment at the right time."

The other party can find out that the market sentiment is overheated in time, and wants to use the bargaining chips in their hands to dominate the call auction trend of the core main lines of the two major markets of "infrastructure" and "state-owned enterprise reform", thereby affecting the investor sentiment and call auction trend of the entire market, and controlling the market The high opening range of the index.

This is a kind of operation technique of four or two dialing a thousand catties, using points to cover.

Although it looks simple on the board, it is extremely difficult to use it in practice, and in actual operation, there will often be results that are far from the slightest difference.

If individual stocks are used as the standard, a single main line of control is carried out.

Xu Xiang thinks that he can do it with the huge amount of funds in his hands, but he is not so sure if he wants to leverage the entire market and control the emotional context of the market.

And this is why he admires Su Yu from the bottom of his heart.

Because he couldn't do it, but the other party could do it easily.

"They can control the market and guide the market sentiment because they hold nearly 100 billion chips in the two core areas of 'infrastructure' and 'state-owned enterprise reform', and they have a chip advantage." Zhou Kan said, "But it depends on the market entering The performance after 9:20, President Su’s pressure did not seem to hold back much, and the popular stocks, as well as related concept and industry sector indexes, began to rise rapidly again.”

"However, the divergence between the long and the short has been fully stimulated after the few minutes of pressure just now." Xu Xiang continued, "Look at the popular and popular stocks that have attracted a lot of attention from the market. The volume of call auctions, with the rapid recovery of the increase, is obviously also rapidly expanding."

"This shows that many follow-up funds that made profits in the early stage, after seeing the large amount of chips sold by the other party before, the positive bullish thinking in their hearts has loosened, and the desire to lock in profits and sell has been induced in advance. , resulting in the energy of long and short positions in the two cities, which began to explode during the call auction stage.”

"And all these performances... For the motive and purpose of the opponent's operation just now, it has already been realized."

"After all, the short-sellers were induced to sell in advance, and the chips in the two markets changed hands, which increased significantly at the opening, which will obviously reduce the pressure on the subsequent intraday trend."

"At the same time, because the short power was induced to sell in advance, the consistent bullish situation was broken."

"If the index wants to shrink its volume and open up sharply, it can almost only be a dream."

Sure enough, following Xu Xiang's words, the market trading time reached 9:23, and many popular stocks, after a rapid recovery, accompanied by a substantial increase in the volume of market call auctions, the trend began to stabilize again, falling into a small high. Start a turbulent situation.

same time……

After many popular stocks slowed down.

Other mainline stocks and concept stocks in the market have also slowed down. There are nearly 2000 stocks in the two cities, and the stocks that opened higher in the red market are constant at around 83%, and no longer change drastically.

"This trend is a bit lower than expected!"

Seeing that the call auction trend in the market is not as strong as expected, and at this moment, Beixin Road Bridge, as the leading concept of popular concepts in the two cities, still has not been able to seal the daily limit, and is still hovering around the 7.5% increase. , It’s even close to 6 hands, which can be said to be a huge increase compared to the day before the festival. At this moment, some people in the main group of Yuhang hot money where Su Yu is located can’t help but sigh.

"Indeed, the divergence in the market is much greater than I imagined."

"Hey, sure enough... Big A still can't expect too much, no matter how much the market is good, it is difficult to form a consistent long-term expected effect."

"Originally, I thought the market would accelerate today, but looking at it now, it's difficult..."

"The differences are not small. It is estimated that the market still has to fluctuate at this stage. Should we continue to adjust the bargaining chip structure in the venue? I am afraid that Beixin Road and Bridge will inevitably fluctuate at a high level today."

"I think it's dangerous to speed up here, and there's nothing wrong with shaking it."

"Yes, after the index breaks through 2200 points, no matter whether it is profit-making, or the degree of digestion of the hold-ups in this range is not enough, shake it up, continue to stabilize the platform support of 2200 points, and the follow-up index will most likely go further."

"I hope, otherwise the market will stop here, and I am afraid that the index will fall back to the box of 2000 to 2200 points."

"However, judging from the call auction trend of the market today, although the market divergence is still not small, the long funds inside and outside the market have also increased by more than one level compared to before the festival."

"Indeed, the volume of call auctions on many popular stocks has increased significantly compared to before the holiday."

"Where there is volume, there is a market. Looking at it this way, the market opened higher today. Although it is somewhat lower than expected, it is estimated that the trend after the opening will not be much worse."

"As long as the market stabilizes at 2200 points, it doesn't matter whether the index goes up or not."

"Yes, the index is sideways, and individual stocks are acting. For us, it is a good market."

"Judging from the state of collective bidding in the entire market, it seems that the hot spots in the entire market are still on the two main lines of 'infrastructure' and 'state-owned enterprise reform', right?"

"Well, obviously yes, the market follow-up effect of these two major areas is obviously greater than that of other areas."

"Since the core focus of the market is still on the two main lines of 'infrastructure' and 'state-owned enterprise reform', it should be right to continue to stick to these two main lines."

"The key is that many popular leading stocks such as Beixin Road and Bridge, Shibei High-tech, Shanghai Sanmao, and Shanghai Steel Union are not small. The key stocks have opened higher. This kind of Under the circumstances, it is not easy to continue to make orders, right?"

"If you don't continue to relay these leading stocks, is there a direction and target for switching between high and low?"

"How about the concept of 'backdoor restructuring'? This line ... feels like it hasn't been fired for a long time."

"There is no chance. The current market IPO plan is only suspended for a short period of time, and it may be restarted soon. Everyone's expectations for this field are not strong."

"Where is the direction of growth stocks on the GEM? Mobile Internet, smart phone industry chain?"

"It is estimated that there is still no chance. The market is too heavy, and last year's performance growth rate was too high. This year's various expectations are far worse than last year."

"Consumption, pharmaceuticals, non-ferrous coal cycles?"

"Then it's better to continue to speculate on 'infrastructure construction' and 'state-owned enterprise reform'!"

"In fact, within the two core lines of 'infrastructure' and 'state-owned enterprise reform', there are still many branch lines, which are worth hyping, right? For example, 'Shanghai Free Trade Zone', 'Internet Finance', 'Smart City', 'Rural Revitalization' ’, ‘Reorganization of Central Enterprises’ and the like.”

"I also think that we can continue to dig hard."

"It makes sense, there is obviously a great opportunity for the market to switch within the sector!"

"Thinking about it this way, with 'infrastructure' and 'state-owned enterprise reform' as the core, many hype concepts can be extended, haha... I feel that these two main market trends can continue for a long time if they continue to hype deeply."

"Damn it, I'm done, I'm going to do low-level concept stocks in the 'Shanghai Free Trade Zone' field."

"I continue to chase Beixin Road and Bridge. No matter which branch line within the sector rises, I feel that I have to rely on the stock of Beixin Road and Bridge to open up the market space. So...as long as the two core main lines of 'infrastructure' and 'state-owned enterprise reform' continue, This check must still be worth it.”

"Yes, yes, Beixin Road Bridge is currently the leader of the two cities. Although the current position is not low, it is still the most liquid and safest hype target in the market."

With the heated discussion of hot money in the group, and the rapid refresh of group news.

The trading time of the two cities further advanced rapidly to 9:25, the call auction of the two cities ended, and the rapidly changing market of nearly 2000 stocks came to a standstill in an instant.

I saw that after 10 minutes of call bidding time...

In the end, the Shanghai Stock Exchange Index opened 0.67% higher at 2233.39 points, while the Shenzhen Stock Exchange Index and ChiNext Index opened 0.45% higher and 0.39% higher respectively. About 20%, this side shows that after the emotional brewing of the May Day holiday, there are obvious signs of backflow of off-market funds.

In addition to the index, the conceptual sector and the industry sector.

The related concepts and industry sectors of the two main lines of 'infrastructure' and 'state-owned enterprise reform' still led the gains in the two cities. Among them, the indexes of construction decoration, building materials, steel, and real estate sectors all rose by more than 1% at the opening , 'state-owned enterprise reform' concept sector index, or more than 1%.

Of course, apart from these popular sectors, the conceptual sectors related to the "Shanghai Free Trade Zone" also performed well.

In terms of weak sectors, the concept sectors of "growth stocks" in the direction of ChiNext and small and medium-sized boards still performed sluggishly, and their opening gains significantly lagged behind that of the broader market index.

As for the main lines, popular stocks in major industries.

On the whole, there are still many popular stocks with the two core themes of 'infrastructure' and 'state-owned enterprise reform', occupying the highest attention in the market, and the trading situation is also quite active.

Among them, several stocks that the market is most concerned about...

Beixin Road & Bridge opened 6.38% higher under the triple concept of 'infrastructure', 'state-owned enterprise reform', and 'Wealth Road Concept Stock', and has already stepped out of the double board before the festival. The entire collective auction turnover reached more than 3700 million , the trading volume is intense, and the long-short gap is also huge at this stock price position; Shibei High-tech opened 3.76% higher under the triple concept of 'infrastructure', 'state-owned enterprise reform', and 'Shanghai Free Trade Zone'. The turnover of call auctions has also reached tens of millions, and the popularity and long-short differences are not small.

As for the popular and popular stocks such as Shanghai Steel Union, Shanghai Sanmao, High-tech Development, China Fortune Land Development, Kumho Group, Bayi Iron and Steel, Waigaoqiao, etc., despite the high opening rate, they are relatively weaker than Beixin Road Bridge and Shibei High-tech, but they are also significantly stronger than the broader market index of the two cities.

Except, of course, for the performance of these hottest stocks.

In the two major areas of 'infrastructure' and 'state-owned enterprise reform', dual-concept stocks such as 'Shanghai Free Trade Zone', 'Smart City', and 'Rural Revitalization' have not been hyped on a large scale before and are relatively low , also performed very well during the entire collective bidding stage, and received a lot of rush for funding.

And overall... an emotional simmer through the holidays.

The style performance of the market in the call auction stage still continued the pre-holiday style, presenting the traditional main board, which is obviously stronger than the small and medium-sized board and the emerging areas of the GEM. That is to say, the [-]th style of the market is still very obvious. And there is a tendency to accelerate the transformation.

Seeing such an opening scene...

Yuhang, Yuhang Investment Company, in the internal trading room, Li Meng said with a smile: "According to the results of the opening, we should suppress the market sentiment, right?"

Next to Li Meng, Su Yu, who was staring at the big screen in the trading room, nodded slightly, and replied: "We have achieved the goal we set. The index opened slightly higher, and the emotional performance was not overly aggressive. The bulls are slightly dominant. In this way The opening of the market... the market should continue to fluctuate upward after the volume can be released."

"However, it feels like Beixin Road and Bridge, Shibei High-tech, Shanghai Sanmao, Kumho Group, China Fortune Land Development and other popular leading stocks in the early stage, the divergence is too big." Li Mengmeng thought for a while and continued, "It feels like such a big difference. The difference is that the trend of these tickets today is not too optimistic, and it is estimated that it will be difficult to continue to open up space if the internal bargaining chip structure has not been readjusted."

"Well!" Su Yu nodded slightly, and said, "The gap between long and short of popular stocks is indeed relatively large today, but fortunately... many low-level concept stocks in the two main lines of 'infrastructure' and 'state-owned enterprise reform' have obvious differences. Signs of rushing to raise funds are expected to continue to support the two major market trends of 'infrastructure' and 'state-owned enterprise reform' under the circumstances of adjustments in popular stocks. The market's main funds are still gathering in this direction, so there will be no problems in the continuation of these two main lines."

"High and low switching within the main market?" Hearing Su Yu's words, Li Meng was slightly taken aback.

Then, she carefully observed for a while Su Yu mentioned many concept sections such as 'Smart City', 'Rural Revitalization', 'Shanghai Free Trade Zone', 'Internet Finance', etc., and found that in these concept sections, many related to The concept stocks of the intersection of the two core main line industries of 'infrastructure' and 'state-owned enterprise reform' do have obvious signs of increasing funds and rushing to raise funds, which is a little relieved.

"Then...do we need to slightly adjust the position structure?" Wang Can hurriedly interrupted and asked after hearing the words 'high and low switching'.

Su Yu replied: "No, we already have a large amount of funds. We have to know how to give up some opportunities. As long as there are no problems in the two main lines of 'infrastructure' and 'state-owned enterprise reform', the index and market sentiment can be stabilized. Then we will conduct intraday trading in a small range, and just hold positions with peace of mind.”

"Okay!" Wang Can responded and stopped talking.

And following the brief discussion among the people in the trading room, at this time...

The time has moved to 9:30, and nearly 2000 stocks in the two markets have stagnated, and the stock prices have started to jump rapidly again. The entire market has ushered in a formal continuous auction transaction.

(End of this chapter)