The investment era of rebirth

Chapter 431 Changes in market news!

At the same time, the declines of the Shenzhen Stock Exchange Index and the ChiNext Index also expanded instantly, surpassing the 2.1% decline mark one after another.

Other popular main line concepts, such as 'infrastructure', 'state-owned enterprise reform', 'Internet finance', 'Shanghai Free Trade Zone' and other main line areas, as well as their related industry sectors, concept sectors, and many core constituent stocks, At this moment, it also encountered panic selling of funds from all parties in the market, and the declines expanded one after another, and continued to lead the decline in the two markets.

At 10:25, the decline of the Shanghai stock index expanded to 2.2%, touching 2250 points, and the decline of the ChiNext Index expanded to 2.5%. In addition to the lower limit of leading stocks, popular stocks such as "Oriental Fortune, Huaxin Cement, and Bayi Iron and Steel" also began to hit the lower limit.

At 10:31, when the market was trading for an hour, the stock index began to rebound from the bottom of the intraday panic selloff, that is, around 1 points, and the banking sector in the "big finance" field remained Not only did it stand out, it became the only one among all the industry sectors in the two cities that turned red and rose, and when the index ushered in a short-term rebound in the intraday session, it quickly rose again, and the increase broke through 2246.37%.

Among them, the core constituent stocks in the banking sector, such as Minsheng Bank, Minsheng Bank, Ping An Bank, Shanghai Pudong Development Bank, etc., all rose by more than 1%, and on the disk, the main players with a million-handed level are still buying, leading With the market safe-haven funds, large-scale inflows into this field.

Of course, at the same time, 'infrastructure', 'state-owned enterprise reform', 'Internet finance' and other popular mainline sectors that led the decline in the two cities, a number of popular stocks that have fallen sharply, also temporarily ushered in a large number of speculative funds to buy bottoms, and the decline has recovered. shrinking, and the amount of energy also shows signs of short-term enlargement.

At 10:46, the decline of the Shanghai Stock Exchange Index shrank to about 2%. The stocks of "Oriental Fortune, Huaxin Cement, Bayi Steel, Kumho Group" and other stocks that had already fallen by the limit were opened by the limit of many speculative funds, and the decline followed. It quickly retracted and returned to the range of 7% to 9% decline.

At 10:57, the stock index fell back to less than 2%. After the banking sector, securities and insurance also began to move up. The entire "big finance" sector began to lead the two markets in an all-round way.

At 11:01, half an hour after the market entered the late noon session, the riotous 'big finance' encountered extreme selling orders, and the indexes of various related industries began to fall one after another.

At 11:05, after the "big finance" encountered heavy upward pressure, many markets withdrew from core areas such as "infrastructure", "state-owned enterprise reform", "Internet finance", and "Shanghai Free Trade Zone" Funds began to flow into the consumer and medical fields in large quantities.

At 11:06, the liquor sector changed, and Qianzhou Moutai became popular and rose.

At 11:07, the white goods consumer sector exploded in volume within a short period of time. Gree Electric Appliances and Midea Electric Appliances, the two major white goods duo stocks, turned red and rose one after another, recovering many of the previous intraday losses.

At 11:08, innovative drug stocks and vaccine stocks in the medical field recovered sharply and rose.

At 11:10, during the general decline of the "big finance" sector, the rapid rise of the major sectors of "liquor", "white goods", and "medicine" attracted a large inflow of safe-haven funds from all walks of life.

At 11:15, "consumption" and "medicine" replaced "big finance" and became the protagonists of the market, attracting the attention of investors.

At 11:20, after the stock index retreated to a maximum drop of 1.75%, it showed a weak upward attack.

At 11:26, the Shanghai stock index fell back again, and within a few minutes, the decline expanded to 2% again, and the differentiation of various industry sectors and concept sectors in the market became more and more obvious.

I saw the core industry sector and concept sector indexes related to the main lines such as 'infrastructure', 'state-owned enterprise reform', 'Internet finance', 'Shanghai Free Trade Zone', almost at this moment, fell back to the lowest point in the day , Many related core hot stocks also fell back to their intraday lows under the continuous selling of a large amount of funds.

It can be described as a group of stocks in several core mainline areas, and there is panic on the trading disk.

Not only did it not weaken, but it expanded more and more.

However, the "big financial" sector, which had performed extremely well before, showed a decline after the banking sector drove the rise of securities and insurance, and lost the momentum to attack. On the trading disk, the selling power once again gained the upper hand.

It is the traditional hedging areas such as consumption and medicine that have not performed well before.

At this moment, instead of 'big finance', it has become the number one attack target of safe-haven funds in the entire market, and it has also become the field with the largest net inflow of main force funds and the strongest trend in the entire market.

At 11:29, the last minute of the market approaching noon.

Almost no one pays attention to the two cities. The "military industry" field, which has been abandoned many times by the main funds of all parties in the market, has suddenly changed, especially the "China Airlines series" stocks, as well as "military-civilian integration" and "military industry reform". The concept plate was almost instantly plunged into deep water, and was pulled up to a flat or even a red plate stage.

Immediately afterwards, there was a sudden change in the field of 'military industry'.

The market time slides to 11:30, the market in the two cities freezes, and the market enters the midday suspension time.

Facing the trend of the last hour of the market approaching noon, the panic and bearish sentiment in the entire market has subsided somewhat. 'And other major mainlines with outstanding performance, attention began to rise rapidly.

"This morning, it's a bit too chaotic, isn't it?"

After the market closed at noon, when the majority of investors in the market were having heated discussions about the morning trend, everyone in the Yuhang main hot money group where Su Yu was located was also quite excited.

"From banks to liquor, then to white goods, medicine, and finally to the military industry, judging from the attack paths of the main funds, the only hotspots really look chaotic, and it's hard to say that there is any continuity."

"There is definitely no continuity in the field of 'big finance', and this can be abandoned."

"Although a lot of main funds from various parties have entered the risk-avoiding fields such as liquor, white goods, and medicine this morning, the market support logic in these fields is based on performance. In other words, these stocks all belong to traditional industries. There’s a story to tell, and continuity is definitely in doubt.”

"It's the 'military industry' field that changed at 11:29, which deserves attention!"

"The "China Airlines" stocks in the "military industry" field have collectively changed. Is this a change in the news?"

"The market of the 'military industry' sector has always been driven by news and emotions. This sudden rise, I also feel that there has been some change in the news."

"What changes can there be, what stories can 'Military Industry' have to tell?"

"There are many stories, but I don't know if the retail investors in the market at this time, as well as the main funds of all parties, are willing to listen to it."

"Inconclusive heavy positive news, I am afraid that it will be difficult to leverage the market of the 'military industry' sector."

"Unless there is any change in the macro route of 'military industry reform', otherwise at this time...the risk of hype in this field is not small."

"Inquire about the news, and then look at it in the afternoon!"

"Yes, at this time, watch more and move less. Today's 'infrastructure', 'state-owned enterprise reform', and 'Internet finance' are the main lines of the relay, and the main funds from various sources have been trapped a lot!"

"Hey, let's not talk about others, I just cut my position directly, and lost 500 million, it's so easy!"

"What did you buy to lose so much?"

"When the floor was on the ground, I picked up a little bit of Beixin Road Bridge, what the hell... and then even suffered two limit boards, which is really unlucky."

"Well, that's really bad luck."

"Looking at today's situation, in the market, hot money from all walks of life is actually not in a high mood to attack."

"There is no continuous profit-making market expectation. In such a market, the sentiment of various funds attacking is strange. I am thinking, should I go short?"

"Short positions! To be honest, I really didn't expect the market to collapse so quickly."

"I also think that the collapse is too fast. According to my expectations, I think the market will hover in the range of 2300 points to 2400 points for a period of time. At least... there should be a continuous rebound. But in the end... the rally ended in one day."

"The two main concepts of 'infrastructure' and 'state-owned enterprise reform' have completely collapsed!"

"It feels like the fall is even worse than before the news of the IPO restart was announced. I don't know at all. Is this market trend going to speed up the bottom?"

"Should we step back to 2200 points quickly?"

"Hey, I think 2200 points may not be able to last."

"Hey, at this stage, it's better to be cautious. Anyway, I don't plan to do this change in the market of 'military industry'."

"In this market, there are no safe relay targets. There may still be targets with a certain premium. There are only a few favorable stocks for the resumption of trading at the top of the two cities' price increase lists, but those stocks basically have unlimited daily limit. If you place an order, there is a high probability that you will not be able to buy it.”

"It's not that I said... look at it, the two core lines of 'infrastructure' and 'state-owned enterprise reform' cannot afford it, and the market in other branches is simply impossible to continue."

"If the reason for the change in the 'military industry' is the positive direction of the 'military industry reform', can this leverage the entire 'state-owned enterprise reform' mainline field? After all, 90% of the military industry enterprises are state-owned holdings, and the 'military industry reform' ' is basically equivalent to 'state-owned enterprise reform'."

"From a logical point of view, it can be understood like this."

"However, the specific market performance depends on the degree of recognition of the relevant investment logic by the majority of investors in the market and the direction of the overall market sentiment. Only the majority of investors generally agree with the hype logic, and the market's overall long sentiment is not Poor, it is possible to form a resonance and produce a relatively large continuous market!"

"So... these two conditions are not mature!"

"That's why I said that in the field of 'military industry', it is too difficult to really leverage the market and reverse the trend, and it is not worth participating in."

"Without the traction of the two main lines of 'infrastructure' and 'state-owned enterprise reform', the main capital attack directions of all parties in the market today are like headless chickens. As the market's long-term sentiment decays, future investment confidence decays. , In terms of the amount of capital in the market, it has been continuously weakening, and now the main force of all parties actually wants to attack multiple aspects and fully disperse the funds, just like this...the market will have a continuous market to see the hell."

"Yes, you can't be careless here. Although the index has fallen by almost 2500% from 10 to now, there is a high probability that it will be buried deep if you buy bottom without thinking."

"Follow the trend. With Su Yu's 'Wealth Road' sold out, anyway, I won't take over the high position."

"I have a short position, and I will enter the market when the Shanghai Index is sure to stand at 2200 points, or the market continues to shrink to the bottom, and there is nothing to fall."

"There is no continuous market, scattered hot spots, that is to lure more."

"Learn to be short, how many self-confessed masters have died in buying bottoms?"

"Let's look at the core index stocks in the market. I estimate that when 'Beixin Road and Bridge' completely falls through, it should be almost the same."

"On the whole, the market performance this morning, there is no mainline field or target that is particularly worth intervening in. Wait, you still have to wait patiently!"

In the entire group, the news is being refreshed rapidly...

All the hot money in the market is not enthusiastic about participating in the market, and most of the hot money is still bearish on the market. Even if a small part of the hot money is not so strongly bearish on the market, they are willing to participate There are not many people participating in the market relay from time to time.

Overall, the entire market.

At this moment, regardless of retail investors, hot money, or institutional groups, everyone's transaction perception is extremely cautious and pessimistic.

At the same moment, Su Yu, who returned to the trading room in the fund trading room of Yuhang and Yuhang Investment Company just after dinner, had already received the news from Lin Antu, director of the company's market intelligence department.

"The road of 'military industry reform' and 'military industry enterprise asset securitization' is finally here." After reading the news from Lin Antu, Su Yu breathed a sigh of relief, and said with a smile, "It really came at a good time, At this stage, it is just in time for us to build a large position in this field.”

"What news?" Li Meng asked.

Su Yu replied: "According to internal information, domestic military enterprises will imitate the macro-line of 'state-owned enterprise reform' and carry out a wave of reform and adjustment. Business mergers and reorganizations, as well as asset securitization of military enterprises.”

"These are the two concepts you mentioned before!" Li Meng's eyes were bright, and his expression seemed quite excited, "Is the news accurate?"

Su Yu responded with a smile: "Director Lin's news, the probability of error is very small."

"It's no wonder that when the market closed at noon, many stocks in the 'military industry' sector changed so obviously." Li Meng reacted, "Sure enough, there has been a change in the news."

(End of this chapter)