The investment era of rebirth

Chapter 393: All the benefits are exhausted, and the situation changes suddenly!
"Who is building a position in 'Big Finance' stock!"

Seeing the results of the opening of the two cities and the short-term market suspension period, someone in the internal group of Yuhang main hot money where Su Yu is located said very worriedly: "The current market situation, the 'infrastructure' and 'state-owned enterprise reform' two It is very difficult to support the main line of the market. Once the "big finance" takes off, it will form a siphon effect on the active funds in the market. It's over."

"Hey, indeed, I don't know which kind of stupid funds dare to move the securities sector at this time."

"Since the bull market is here, securities should go first! Securities are the vanguard of the bull market. At this time... the bull market's remarks are already raging. It should be no surprise that someone makes a securities market, no matter logically or emotionally, right? "

"The key is that the 1000 billion trading volume between the two cities can't support the market of the 'big financial' sector!"

"At this stage, the possibility of a bull market has increased, but under the premise that the market turnover has not increased significantly, and the potential investor groups outside the market have not yet held funds and entered the market on a large scale to rush for funds, the 'big financial' sector, It is very difficult to have the gene for sustainable market development.”

"Hey, let's watch... If the market opens later, and the main funds burst into stocks, I will run away immediately."

"Yes, yes, at this time, if the main funds dare to sell securities, it will be driving people away."

"I hope some big funds are not so stupid!"

"In fact, it's not just a problem of 'big finance'. Today's opening situation, in the two core areas of 'infrastructure' and 'state-owned enterprise reform', many tickets are under selling pressure, and the situation is obviously aggravated. The latent funds are being shipped with the benefit."

"Well, there are indeed signs of this. Huaguo Zhongjian, Huaguo MCC, Huaguo Construction, Huaguo South Locomotive, Huaguo North Locomotive and other core stocks of 'infrastructure' and 'state-owned enterprise reform' held by President Su are all There is an obvious trend of increasing volume, and the overall call auction trend of these stocks is basically declining slowly, and it feels that the upward pressure is obviously increasing, and the bargaining chip structure on the market has become less stable."

"There is a high probability that the opening of Beixin Road Bridge will not be sealed."

"I thought that today should be a market trend that is accelerating unanimously under the stimulus of heavy positive news, but looking at it now... there are still obvious differences in the market!"

"Friday's good news is indeed a big good news, but it's a pity that the market has risen a lot in advance."

"Indeed, the profit accumulation in the market is quite serious, and many funds should have obvious profit-taking needs. In addition, the Shanghai index is near 2400 points, and the upward pressure is already great. Today's market, I am afraid it is difficult to be too optimistic .”

"Let's see how the market volume responds after the market opens. If the incremental funds following off-site follow-up can withstand the current market sell-off under such high sentiment, then the market will continue to rise. Although the resistance is not small, it will continue to rise." There is no big problem, but I am afraid that the volume will not be able to keep up, the concentrated selling force that needs to make a profit will be suppressed, and the consistent bullish sentiment will turn, then today's market trend will be very difficult."

"If you want to continue to maintain the strong state of the market today, the volume must be at least about 1300 billion."

"Although there may be a problem of running out of good news, there is currently no good news on the market or off the market. Even if the volume can't keep up, the overall upward trend should not change."

"In fact, as long as the index does not fall sharply and can maintain a relatively strong shock, then there is no problem."

"Yes, our operating style originally had little to do with the rise and fall of the index."

"As long as the market has a continuous profit-making effect, the rise and fall of the index is really not that important. At present...the market hype of the two core main lines of 'infrastructure' and 'state-owned enterprise reform', various funds are following the trend. The climax stage is far from the end of the exit."

"As long as the profit-making effect of the popular stocks in the main line is maintained, the bullish sentiment should not be greatly reduced, and the index will not fall much."

"Looking at the trends and changes in the volume of call auctions for Beixin Road and Bridge, although the differences in this position have begun to widen again, it is clear that Mr. Su's bargaining chip is still intact."

"As long as the stock of Beixin Road and Bridge can continue to open up space, the market hype of the two main lines of 'infrastructure' and 'state-owned enterprise reform' will continue to deepen?"

"This is inevitable, but the Beixin Road and Bridge check has been hyped up to now, and the plate is not small. If the market continues, more and more funds are needed to undertake. If there are huge differences, it may not be easy for the market to work together again. , In fact, at this time...if there are follow-up hot stocks of the next level, it should be easier to open up the market space if you get stuck and continue to speculate upwards."

"This is true. Generally speaking, as long as the market can maintain a fairly good profit-making effect, the follow-up effect of various funds will not ebb."

"It's difficult to be able to get the target of the check at Beixin Road Bridge without the joint efforts of the market!"

"Shibei High-tech, Shanghai Sanmao, is there any chance?"

"No? The popularity and trend of these two checks are obviously following Beixin Road and Bridge. If you want to go out of an independent trend and follow the trend of funds on and off the field, it is not realistic under the inertial thinking that has formed."

"I think Beijiang Communications Construction has a leader!"

"Yes, the circulation of this check is not large, and the first few daily limit boards have also obviously loosened the long-term bargaining chip structure in the market. The effect of various funds following the trend is not bad, and the popularity is currently in the second echelon. If you guide this stock, If you are stuck at Beixin Road Bridge, you may have a real chance."

"But after Brother Zhao's seat in the Shaoxing branch is withdrawn, there is currently no core main force to lock up the main attack on this check!"

"This is not better, the chips are balanced, as long as there is a joint force, it will definitely rise."

"Give it a try at the opening. Anyway, I really don't dare to go to Beixin Road Bridge at this stage."

"The 7th board is a hurdle. It depends on whether Beixin Road and Bridge can cross it. If there is a divergence, the market funds will form a unified force on this stock, and then continue to rise. 8 boards and 9 boards are not impossible."

"Hey, I don't know what Boss Su thinks about the current market trend? He has been able to lock up all the way to the present without a single share being released. This concentration is really beyond the reach of ordinary people!"

"Mostly, it's better to continue to be optimistic, otherwise... there should be some movement on the dragon and tiger list."

"It is said that the red-headed document issued by the high-level regulators this time is the 'Nine Articles of the New Country', which has a profound impact on the future market and is the engine for a new round of bull market, but I always feel...is it too optimistic? Never I've seen bull markets happen easily with a lot of fanfare."

"To be honest, I also have a feeling of apprehension."

"I always feel that it is impossible for the market to go all the way north without looking back."

"Well, the sudden increase in market sentiment is a bit frightening. If it weren't for the position where the index is located, it is indeed limited. I really can't help but want to liquidate my position."

"Every time the market shouted a bull market before, it was basically the peak of the market rebound. This time...maybe!"

"It's better to be cautious. Before the index has completely reached the 2500-point bull-bear line, it is a bit self-deceiving to say that the bull market is coming."

"Indeed, it is more reliable to look at the rebound."

"Maybe 2200 points to 2500 points will become a new shock range!"

"If the index falls back to 2200 points in the future, won't it repeat the market trend of last year?"

"I'm afraid of repetition. I always feel that it is not so easy for the market to really go bullish. Moreover, although the current market has continued to be positive, the fundamental problem of capital has not changed much. The fundamental change in market conditions will eventually The point of fall still needs to be a steady stream of new capital inflows, and currently...haven’t seen a reversal in this regard at all.”

"Let's look at the rebound first. After completing the hype of the two main lines of 'infrastructure' and 'state-owned enterprise reform', we will withdraw."

"Look at the final height space of Beixin Road and Bridge. If there is a bull market, the check must have four or five times the space, so as to form a demonstration effect on the large-scale potential investor groups outside the market."

"It also depends on the reaction of the weak sectors of the market. After all, if the local market cannot go deep into the overall market, then it is useless to say that the bull market."

"Yes, after the market opens, don't be in a hurry to follow the market, just wait and see."

The news in the group was refreshed quickly, and the expectations of the hot money were slightly lowered. Generally speaking, today's market trend is calm and cautious...

Time passed 9:30, and the two cities entered the formal continuous trading stage.

I saw that just after the opening of the market, after 5 minutes of short-term emotional brewing, the selling pressure on many popular stocks in the entire market increased sharply again.

In just one minute, the stock index, which opened higher, fell below 1% in an instant, falling below the 0.5-point mark.

At the same time, Beixin Road and Bridge, the core popular stock in the two cities, opened the market in a flash, and the stock price plummeted. The trading volume also exploded to around 1.1 million in an instant, and the increase fell back to about 6.5%.

Immediately afterwards, at 9:32, after the opening of the Beixin Road Bridge, the increase fell to 3.32%.

At 9:33, as the volume of Beixin Road and Bridge exploded rapidly, the growth rate dropped instantly. Other popular stocks on the main lines of "infrastructure" and "state-owned enterprise reform" also followed suit and fell. Outflow form.

At 9:34, the gains of Beixin Road and Bridge were crazily withdrawn, almost turned green, and the related concept sectors and industry sectors in the fields of "infrastructure" and "state-owned enterprise reform" also plunged rapidly, sharply retracing the gains at the opening high, of which... …The iron and steel sector is the weakest. It opened nearly 1% higher and turned green in a straight line. The core constituent stocks in the sector, such as Huaguo Baosteel, Bayi Iron and Steel, Wuhan Iron and Steel, Qilu Iron and Steel, etc., have also increased significantly. Diving turned green.

At 9:35, the real estate sector also plunged sharply. China Fortune Land Development, Gemdale Group, Kumho Group, Financial Street, etc., which have been hyped continuously, all gave up their high opening gains at the opening, and the main funds on the market all showed a large outflow. status.

At 9:36, major areas related to the main concepts of "infrastructure" and "state-owned enterprise reform" all experienced a sharp dive, and when the main funds on the market took profits and sold orders, at the opening of the market, there was an inflow of main funds The low-level "big financial" sector, especially the securities sector, has experienced significant changes. The sector's weight constituent stocks, such as Huaxin Securities, Huashang Securities, Huatong Securities, and Huatai Securities, have risen in a straight line, driving the securities sector index within 1 minute. , That is, it soared to an increase of more than 1.3%.

At 9:37, in the face of the riots in the securities sector, the two major areas of 'infrastructure' and 'state-owned enterprise reform', the outflow of main funds became more urgent and obvious, and the market began to see large funds flow from high-weight sectors to low-weight 'large' sectors. Signs of the financials' weight plate.

At 9:38, the securities sector index exceeded 1.5%, and Huaxin Securities rose by more than 3%.

At 9:39, driven by the securities, insurance, and banking sector indexes, the Shanghai Stock Exchange Index quickly covered the gap, and then began to climb rapidly again, returning to an upward trend.

Just with the concentration of funds in the field of 'big finance'.

At this time, the Shenzhen Stock Exchange Index, ChiNext Index, and Small and Medium-sized Board Index, which were able to keep up with the rise of the Shanghai Index at the opening, showed a trend of continued decline when the Shanghai Index resumed its upward trend. Fields, such as 'mobile Internet', 'smartphone industry chain' and other core component stocks in the main line of the field, have also appeared in the same situation as the main line of 'infrastructure' and 'state-owned enterprise reform'. The main funds continue to flow out, and the stock prices of popular stocks continue to fall.

At 9:42, the Shanghai stock index returned to the 2400-point mark. At the same time, the 50 index rose by more than 1.2%, leading the important indexes of the two cities.

At 9:43, after the "big finance" comprehensive change, the blood loss effect of other sectors of the market began to become more and more serious, but the performance of the important stock index remained stable, and it was disguised by the "banking, insurance, securities" majors. The trend of the plate index is kidnapped.

At 9:45, the leading stock of Beixin Road and Bridge fell by 3.2%. 15 minutes after the market opened, the amplitude reached more than 13%, and the turnover has exceeded 4.6 million, which is comparable to the trading volume of the whole day on Friday.

At 9:46, all sectors of the two core lines of 'infrastructure' and 'state-owned enterprise reform' basically gave up their opening gains. The two cities have maintained a strong profit-making effect for many days. In the breakthrough of 'big finance', On the contrary, it fell rapidly, and many stocks with daily limit at the opening market exploded one after another.

At 9:48, there were nearly 2000 stocks in the two cities, and the number of red stocks fell back to around 52%. At this time... the stock index still maintained around the opening, fluctuating around the 2400 point mark. The small and medium-sized board indexes have turned green one after another.

At 9:50, in addition to the "big finance" field that has changed, the previously weak "military industry, non-ferrous metals, coal, and medicine" fields also rebounded and supplemented growth. It seems that the main funds of the market have moved from "infrastructure" and " After the two major areas of state-owned enterprise reform' take profit came out, the operation of switching between high and low is being carried out.

At 9:52, the consumption field also began to emerge suddenly, with changes in liquor and white goods.

At the same time, oversold small-cap stocks in the direction of the small and medium-sized board and the ChiNext board, restructuring concept stocks, historically low stocks and other low-end marginal stocks ushered in a large number of capital attacks.

At 9:55, on the disks of the two cities, finance, consumption, military industry, non-ferrous metals, coal, medicine, bankruptcy and reorganization, ST concept... and other sectors that were not favored by the main funds before have become the temporary leaders of the two cities. Rising sectors, 'infrastructure', 'state-owned enterprise reform', 'Internet finance', 'mobile internet', 'smartphone industry chain', 'Shanghai Free Trade Zone', 'real estate', 'high-speed rail', 'public transportation' The sectors that have performed well before and were the main direction of the main funds in the early stage were temporarily abandoned by the funds and became the temporary weak sectors of the two cities.

"What's the situation, today's hot spot is too chaotic."

Seeing the changes in the market within half an hour of the opening, at 10:02, in Shanghai, Zexi Investment, and the fund trading room, Zhou Kan was completely surprised: "Let's say it's a switch between high and low funds, but there is no centralization at all." The main target of the main line of attack, let’s say it is an oversold market, but on many hot spots, the follow-up funds from various sources seem to be quite hesitant to pull the market. In this case... once the amount of follow-up market funds can ebb, the profit-making effect will decline , the market can't hold on!"

"The two core lines of 'infrastructure' and 'state-owned enterprise reform' have a lot of internal profits, and the high position is favorable, and the selling pressure is huge. At this time...in fact, there are some smart big funds in the market, switching between high and low to stabilize 'infrastructure' There is nothing wrong with the market conditions adjusted by the main line of 'state-owned enterprise reform'." Xu Xiang took the words and said, "But you really shouldn't touch the 'big finance' sector, and... even if you do, you shouldn't disperse funds. Pull out so many main lines.”

"Boss also thinks, is the market dangerous today?" Zhou Kan asked.

Xu Xiang stared at the changes in the market, pondered for a moment, and continued to respond: "It's hard to say, let's see how it will be interpreted after the market fluctuates violently. If the hot spots are still so scattered, and the 'big finance' continues to siphon active funds from the market, That's really dangerous!"

"I don't know what the big money that induces and changes the market thinks!" Zhou Kan sighed and said, "Do they really think that the market can support the launch of a comprehensive market with this volume? To undertake a breakthrough in the 'big financial' sector? Can it promote the development of the bull market?"

"Obviously, in the current market, the areas with the strongest expectations are still the concept sectors of 'infrastructure' and 'state-owned enterprise reform', and these two main concept areas, after the previous market development, have accumulated enough to continue to make money effect, it is very easy to attract investors outside the market to follow suit."

"Today, although the many fields that undertake the main concept market of 'infrastructure' and 'state-owned enterprise reform' are relatively low, there is really not enough room for expectations and imagination."

"According to this kind of market change trend, I am afraid that many investor groups who were willing to enter the market should calm down and maintain a wait-and-see and cautious attitude. At this stage, without sufficient heavy favorable conditions to stimulate, it is really difficult to continue to drive the market.”

Originally, he was relatively optimistic about today's market.

But now, the funds profited from the two main lines of 'infrastructure construction' and 'state-owned enterprise reform' are obviously in the wrong direction in terms of market market induction, which makes him cautious again.

After listening to Zhou Kan's analysis, Xu Xiang smiled lightly, and said: "In this market, there are always some funds that think they are smart, predict other people's predictions in advance, and always want to be one step ahead, but in fact, the leading At that step, what you get is most likely not a pie, but an abyss."

"How much money is available in our fund account?" After sighing, Xu Xiang asked after a pause.

Zhou Kan glanced at the dynamically changing background data, and replied: "12.36 billion available funds, how does the boss plan to use this fund?"

Xu Xiang stared at the changing disks of the two cities without turning his eyes. After thinking for a while, he said: "Our main positions are on the two main lines of 'infrastructure' and 'state-owned enterprise reform'. The current market hotspots are scattered, so long The emotions and the amount of funds to follow suit are being consumed at a rapid rate needlessly."

"At this time, if we want to maintain this long-term strength, this round of rebound will go further."

"Then the market must be brought back on track, and a large number of active capital groups in the market cannot be buried by 'big finance'."

"Bring the market back on track?" Zhou Kan was stunned. "The boss wants to pull the market in the two main areas of 'infrastructure' and 'state-owned enterprise reform'? But we only have more than one billion yuan in our hands. The entire 'infrastructure', The market capitalization of the stocks belonging to the main line of 'state-owned enterprise reform' is at least 2 trillion yuan, and if we enter with this little capital, and under the pressure of many profit-making sell-offs, it may be difficult to make much splash."

Xu Xiang smiled and said: "We are just using the funds in our hands as a leverage to change the market. We will know soon if there is any effect."

"How to operate?" Zhou Kan asked hurriedly.

"Shooting snakes and hitting seven inches, the two main areas of 'infrastructure' and 'state-owned enterprise reform', where the emotions and attention are concentrated, are a few high-ranking and popular stocks." Xu Xiang said, "Pull and pull" Beixin Road Bridge , Shibei High-tech, Beijiang Communication Construction, and Chongqing Development' to try a few stocks."

"Okay!" Zhou Kan responded, and then ordered the traders to execute the order.

Afterwards, under the operation of the traders, nearly 4000 million funds were quickly poured into several stocks such as 'Beixin Road Bridge, Shibei High-tech, Beijiang Communication Construction, Yukai Development', which had already exploded and dived to low levels in the market. On the first day, directly in the form of a large order of [-] hands, it swept the selling orders of multiple stalls in front of it, and the stock prices of several stocks rose in a straight line.

But in 1 minute, tens of millions of funds are under the action.

The stock prices of these stocks jumped from the green state to the red state in an instant.

Among them, Beijiang Communications Construction, which has a relatively low position and the smallest circulation, has directly rushed to a 1000% increase from a position of 2 points underwater after Xu Xiang invested more than 4 million funds. At the same time, after the more than 1000 million funds were sold in the market, before Xu Xiang and Zhou Kan could react, the main funds followed suit and continued to attack the market of this stock, pushing its stock up continuously.

(End of this chapter)