The investment era of rebirth

Chapter 404 Cathartic Bullish Emotions!
"Master, this market trend doesn't look like there is a potential negative at all!"

Seeing the active trading and the extremely strong market trend after entering the real call auction session, Liu Yuan was a little surprised and said: "Although the selling of the popular stocks has increased compared with yesterday, it is obvious that the buying is more intense. Strong, I feel that the strength of the bulls in the market is getting stronger."

"The bullish sentiment accumulated in the market has reached the point of catharsis." Su Yu stared at the market trend of call auctions in the two cities, and responded, "But the bad news is still brewing, and it has not been fully highlighted in the market. As a result, the unanimous bullish sentiment has not been disturbed, and although the potential selling force in the market is strong, the willingness to sell at this moment is not strong, so the market trend at this moment will show this form."

"However, with the gradual emergence of potential bad news and the gradual increase in the desire to sell too many profit-making chips in the market, the market trend should become weaker and weaker?" Li Meng continued, "It is estimated that in early trading today, It is the peak stage of market sentiment and market trend.”

Su Yu nodded slightly and said, "It's about the same, it seems to be strong and weak!"

"Then we...should increase the selling volume at this time, right?" Wang Can replied, "We are far from the expected position reduction target, and there are still billions of chips that have not been sold."

Su Yu thought for a while, and said: "Don't press down on the call auction, try to make the opening mood a little higher, so as to provide higher liquidity to the market, and the order of our reduction of positions is still as mentioned before, that is, priority reduction If the market liquidity is poor, the stocks with poor liquidity will be reduced to the corresponding position target position, and then the mid- and large-cap stocks with sufficient liquidity will be sold accordingly.”

Current market conditions, major hot spots and market attention.

It still revolves around the two core main lines of 'infrastructure' and 'state-owned enterprise reform'.

As for these two core lines, the relevant stocks that are heavily held by the two main funds under 'Yuhang Investment' are basically popular stocks with high market attention.

Once a large-scale concentrated selling of these popular stocks breaks out, it is bound to cause a violent reaction from the market.

It will also cause a lot of doubts in the hearts of the majority of investors in the market, and directly hit everyone's confidence in holding positions and following orders.

Similarly, the bullish sentiment and confidence in holding positions on the spot loosened, and the sell-offs increased rapidly.

Then, the liquidity of those non-hot stocks that are not very liquid will become even weaker, and it will not be possible for the main force of large funds in the market with large-scale positions like them to complete the selling target in the short term Take profit and reduce positions at a high level, avoiding the purpose of a sharp market correction.

Therefore, in order to avoid this kind of situation that drags down the trading plan due to the liquidity constraints of the market.

Su Yu can only ask everyone to reduce their positions in batches, and at the same time try to break them into parts as much as possible, so as to avoid causing violent market fluctuations in advance during the reduction process and disrupting the original market development rhythm of the market.

"Mr. Su, while we are reducing the positions of the two main line stocks of 'infrastructure' and 'state-owned enterprise reform', do we need to reduce the positions of other main line concept stocks at the same time?" Under Su Yu's order, Zhu Tianyang thought for a while, Asked, "If the index fails to break through 2500 points and pulls back quickly, no matter which main line of the market is, it should not be able to escape the pullback."

Su Yu responded: "The two main funds of our company do not currently hold much interest in other main-line concept stocks, and these non-popular main-line concept stocks currently do not have a large rebound in this round. Even if the market pulls back rapidly, The overall impact of these stocks on the net value of the fund is also very small. Before the completion of the reduction of positions in the two popular core main line stocks of 'infrastructure' and 'state-owned enterprise reform', these non-popular main line concept stocks will be left alone."

In addition to the positions of the two popular main lines of 'infrastructure' and 'state-owned enterprise reform'.

At present, the two major funds hold positions in the main direction of other markets, mainly in the small and medium-sized boards dominated by 'Internet Finance', 'smartphone industry chain', and 'film and television media', and the core 'growth stocks' of the GEM. Lixun Precision, which holds a large proportion of positions, is a fixed-increase stock locked in its position and cannot be sold. Other individual stocks account for less than 8% of the total positions of the two funds. Naturally, in terms of the priority ratio of trading strategies, the weight is not high. .

Except, of course, for these holdings in the 'growth stocks' space.

At present, the two main funds still hold a lot of "military industry" concept stocks, but these "military industry" stocks are originally the key layout direction of Su Yu's plan to adjust positions, and they belong to the field of gradual buying. At this juncture, Naturally, there will be no selling operation.

"Okay!" Zhu Tianyang hastily responded when he got the answer, and turned his attention to the two markets.

I saw that at this time, the trading hours of the market had moved to 9:24, and the two cities still maintained an overall high opening trend. Among them, many conceptual sectors in the two main lines of 'infrastructure' and 'state-owned enterprise reform', as well as industry Plate, continued to lead the two cities.

And the two popular leading stocks that the majority of investors pay close attention to.

Beixin Road and Bridge rose by 8.77%, and more than 6 contracts were sold through call auctions on the disk; Beijiang Communications Construction maintained the price near the daily limit, up more than 9%, and more than 7800 contracts were matched by call auctions on the disk. The performance is stronger than that of Beixin Road and Bridge.

Similarly, other popular stocks in the fields of 'infrastructure' and 'state-owned enterprise reform'.

It also showed an extremely strong call auction trend.

Among them, Huaguo Construction, a super-large-cap stock, also opened up by nearly 2%, showing the momentum of counter-packaging yesterday's dive and retracement. However, yesterday's trend was obviously not as expected, and there were net sales by institutions on the dragon and tiger list The check issued by Huaguo MCC is also gradually rising in the call auction trend today. At this moment, the increase has been higher, and the volume has climbed to about 1.5%.

Of course, in areas other than the two core lines of 'infrastructure' and 'state-owned enterprise reform'.

In addition to the "big finance" field that basically has no main funds to take care of, other industries such as mobile Internet, smart phone industry chain, consumption, medicine, and cycle performance are not bad. Petroleum, the core weight of the ultra-large market, has also opened slightly higher in the red market.

In the end, the sentiment of bulls in the entire market is almost boiling, and the market trend is like a rainbow.

At 9:25, the call auction of the two cities ended.

At the moment when the prices of the two cities were fixed, the Shanghai stock index jumped directly from yesterday's closing point to 2468.49 points, an increase of 0.58%. Among the 0.42 stocks, except for the suspended stocks, 0.39% of the stocks opened higher in the red market, and the general rise is quite obvious.

Facing this opening scene...

The vast investor groups in the market are naturally excited and excited, and at the same time, their confidence is once again high.

"The check from Beixin Luqiao, it seems, will continue to be boarded. Today's daily limit will be ten consecutive boards. It's too demonic." In the trading room of No. Fund Product', Yu Lei, the trading team leader, couldn't help but sigh, "The market trend is so strong that it's abnormal. Seriously, the stock index has risen ten times in a row from before the May Day to after the holiday." It's been two days!"

Hearing Yu Lei's emotion, Liu Guanhai, the fund manager, finally showed a smile on his face, and said with a chuckle: "Once the general direction of the market is established, it will crush all short positions in the market under its feet. Next, all pullbacks should be buying opportunities, and there is no doubt...this is the beginning of a bull market."

"Indeed, in the past few days, all the adjustments have been completed within a few days." Yu Lei responded, "And after each adjustment, the willingness to increase funds on and off the market has further increased dramatically."

"There is no doubt that this is the trend of the bull market." Liu Guanhai said firmly again.

Yu Lei nodded, and continued: "Looking at today's situation, there is a high probability that the Shanghai Stock Exchange Index will really hit 2500 points, right? I feel that the market sentiment has reached the point of concentrated catharsis."

"Today there is a high probability that it will hit 2500 points." Liu Guanhai agrees, "After successive shock adjustments, the index continues to open higher and strengthen, which means that the floating chips in the market have been cleaned up, and market sentiment and bull power have returned to consistency. , firmly optimistic about the two core market lines of 'infrastructure' and 'state-owned enterprise reform', as the market pioneer of the Shanghai stock index hit 2500 points, and took the lead in completing a new high breakthrough."

"Yeah!" Yu Lei continued to nod and praised, "Boss Liu is still the best. Fortunately, we didn't hesitate yesterday."

Liu Guanhai said with a smile: "What we did wrong before was hesitation. When the market trend came out, we didn't follow it in time, but now we can't. Hey... the guy named Su from 'Yuhang Investment' is really amazing. , The two major market trends of 'infrastructure' and 'state-owned enterprise reform' really made him win the bet, taking advantage of the huge advantages and opportunities."

He always thought that Su Yu was lucky, betting on the rhythm of the market and the direction of the main market.

But now...after suffering a loss, although he still doesn't like this person in his heart, he has to admit that the other person is really powerful.

Of course, he wouldn't know.

When he aggressively increased his positions at high positions and thought he had corrected his previous wrong trading strategies, the "Yuhang Department" funds under Su Yu's control had already begun to reduce positions and take profits on a large scale. In the core market, a large number of chips have been sold.

Otherwise, he might not be happy at this moment no matter what.

And just when Liu Guanhai thought he had grasped the rhythm of the market and was looking forward to the stock index hitting 2500 points.

In the same company, in the trading room on the other side, Shao Xiaoyun, the manager in charge of the 'Yinghui No. 2 Fund', looked at such a bursting market opening scene, and felt happy and excited for a while, and couldn't help feeling sorry for himself when he adjusted in time yesterday. I feel lucky to change my trading strategy and get back the previous trading operation of lightening up the bargaining chips in advance.

Of course, at the same time.

At this moment in the magic city, inside Zexi Investment Company, in the fund trading room.

Xu Xiang stared at the opening results of the two markets, thinking about the internal information he had learned, but his doubts became deeper and deeper, and he muttered: "It doesn't make sense, the market is getting stronger and stronger under the attack of potential bad news?"

"Could it be true fake news?" Zhou Kan was also full of doubts and responded.

According to common sense, if the news is true, the two popular themes of 'infrastructure' and 'state-owned enterprise reform', which have the highest market rebound height and the most serious profit accumulation in the market, should bear greater selling pressure and become today's call auction In the trend, the two cities are the weakest sectors, but... that is not the case.

The market reaction at the moment is the two core areas of 'infrastructure' and 'state-owned enterprise reform'.

Although the trading volume in the entire call auction process has increased compared with yesterday, the selling pressure they expected has not occurred, and not only has the selling pressure they expected not occurred, but the bulls' power has been concentrated in these two main areas. , still showing an overwhelming advantage.

"It shouldn't be!" Xu Xiang frowned.

Seeing Xu Xiang's hesitation, Zhou Kan couldn't help asking again: "Then... shall we... still carry out a large-scale reduction of positions according to the established plan?"

"The market trend is significantly different from what we expected." Xu Xiang said, "Let's look at the results of the market trend after the opening of the market first, and at the same time... you can ask Old Qiao again and ask him to check as much as possible The authenticity of the news, if the news is correct, we will reduce our positions according to the established plan."

Originally, he was sure of the accuracy of the news.

However, on yesterday's Dragon and Tiger list, there was no sign of 'Fortune Road' or 'Fusheng Road', and today's market opening was completely unexpected. They are still continuing to develop towards a bullish situation, which makes him hesitate in his heart.

"Okay!" Zhou Kan responded.

Immediately, he stood up and returned a call to the insider Xu Xiang called 'Old Joe'.

Immediately afterwards, 2 minutes later, Zhou Kan returned, sat in front of the computer again, and said: "Old Qiao said that there is a high probability that it is true news, but he also said that he can't guarantee the news, when will it be announced, and He also can’t guarantee the specific policy details, whether there are any changes, after all, he only got second-hand information, and only knows that the supervisory board has indeed held a meeting to discuss and decide on this matter, and the rest is unknown.”

"Since the authenticity can be confirmed with a high probability, that's enough." Xu Xiang pondered for about half a minute before saying, "Sell it! Follow the established plan and harvest the market!"

"Okay!" Zhou Kan responded.

Then, looking at the market that has restarted trading after 9:30, he quickly issued instructions to the traders.

And as his order was issued, ten seconds later, tens of millions of funds were instantly dropped on Beijiang Communication Construction, Shibei High-tech, Chongqing Development, Huaguo MCC, Huaguo Construction, Huaxia Happiness' and other companies' funds have heavy holdings on the stock market, forcing the stock prices of these stocks to fall back in a flash.

(End of this chapter)