The investment era of rebirth

Chapter 435 The Anticipated Rebound!

I saw that after the entire set of bidding.

In the end, the Shanghai Designated Index was at 2251.59 points, opening 0.62% higher, while the Shenzhen Stock Exchange Index and the ChiNext Index opened 0.45% and 0.59% higher, respectively.

In addition to the index, the main lines of the market, industry sectors, concept sectors, and the performance of popular core stocks.

I saw several major sectors of 'big finance'. Although the securities, insurance, and banking sector indexes have dropped a lot compared to the beginning of the call auction at 9:15, they still maintain the trend of leading the rise in the two cities, while the 'infrastructure' , 'state-owned enterprise reform', 'Internet finance' several main lines of drastic adjustments in the early stage, as well as related industry sectors and concept sectors, also performed significantly stronger than the index, only lagging behind the leading financial sector.

Other main lines such as 'consumption', 'medicine', 'military industry', 'non-ferrous metals', 'coal', 'smart phone industry chain', as well as their related industry sectors and concept sectors, mostly follow the market index fluctuations, It showed a slightly higher opening, or a flat opening trend.

As for the popular core stocks that are at the forefront of the two cities' attention.

Tickets such as 'Beixin Road Bridge, Beijiang Communication Construction, Shanghai Sanmao, Kumho Group' that had a limit drop yesterday, have also escaped from the quagmire of the sharp drop at this moment, showing a trend of opening slightly lower, and the entire call auction of these tickets The trend is all continuous upward, and the buying performance shown on the relevant market is also quite eye-catching.

On the whole, under the positive stimulus of the "Shanghai-Hong Kong Stock Connect" released by the regulatory authorities before the market.

The entire market temporarily broke free from the shackles of collective pessimism and ushered in a general rebound. At the same time, it also made the market investment sentiment pick up slightly.

"Haha... It's rare to open higher than expected!"

Faced with the positive opening trend of the market, during the short suspension period from 9:25 to 9:30, the comment area of ​​the stock trading platform where the majority of retail investors gathered finally ushered in a lot of exciting and positive remarks.

"Yeah, the opening price really exceeded expectations, but it's just... opening so much higher, I'm afraid it won't be stable!"

"There is no doubt that a high opening in a downward trend will definitely not be stable."

"I don't think so. Look at the popular stocks such as 'Beixin Road and Bridge, Beijiang Communication Construction, and Shanghai Sanmao' that have fallen sharply. There is no panic selling today, and looking at the market of these stocks, it is obvious that …The bottom-hunting funds entered the market during the call auction stage.”

"I think whether it can be stabilized depends on 'Big Finance', right?"

"The good news of 'Shanghai-Hong Kong Stock Connect' is released, and today is likely to be the home of 'Big Finance'."

"Can 'Big Finance' start the market? From what I see today, most of the trend is high and low again. 'Big Finance' opened so much higher, who will take over the market?"

"I also think that 'big finance' has a high probability of being unstable."

"Whether it can drive high and go high, and whether it can form an effective rebound trend, I think... still depends on the two main lines of 'infrastructure' and 'state-owned enterprise reform'."

"Today's two major themes of 'infrastructure' and 'state-owned enterprise reform', I feel that the call auction trend is quite good!"

"Indeed, many of the stocks that fell sharply yesterday did not sell out in panic during the call auction today. It looks... as if they have fallen in place."

"Fortunately, there is a good news before the market, otherwise today I am afraid that it will be another tragic situation."

"Indeed, I've had two down limits in a row, and I hope there will be a retaliatory rebound, so that I can recover a little bit of blood."

"Is it difficult to retaliatory rebound? Hey...the requirements are not high. It is very good that the Shanghai stock index can rise by 2 points today under the stimulus of good news."

"A 2-point increase, isn't that too demanding?"

"If the 'big finance' can't hold on, if the stock index can maintain an increase of 1 point when the market closes in the afternoon, it will be a victory."

"There should be no problem with a one-point increase, right?"

"I hope to cover yesterday's decline, so that the market outlook will have a high probability of hope. Otherwise, even if the index rebounds today, there is a high probability that it will fall back later."

"It is definitely not possible to reverse the package. I feel that the market has not bottomed out at this position."

"It has fallen so much, has it not bottomed out? I think the index has fallen here, it should be almost the same."

"I also feel that the index is at this position, which is almost the bottom of the stage. The bad news of the IPO restart should be over by now, right?"

"Whether the index has reached a staged bottom depends on the distribution of the market's core mainline chip structure."

"Currently, all the funds in the market that should be sold have already been sold, right? I feel that all kinds of selling orders have almost been cleared, and the index should not continue to plummet in the following period of time."

"Even if the risk of the index continuing to plummet is not great, the downtrend is just as terrifying!"

"Yes, the key is that the main lines of the market and the movements of various stocks are not consistent. It is possible that the index fluctuates slightly by one point, and many votes have to be adjusted by 10 points."

"It's better to be cautiously optimistic."

"Look at the specific situation after the opening, and then it's not too late to start."

"Yes, I think trading on the right is much more reliable than trading on the left. The risk of attacking on the left is too great."

"There is no essential difference between the right side and the left side. You have to lose what you deserve."

"In the market's downward trend and turbulent trend, it is easy to copy on the left side of the mountain, and the right side is easy to catch up on the top of the mountain. Let me say... At this stage, light storage is the most important."

"Yes, yes, warehouse control, warehouse control..."

"If you ask me to say that it's useless to pay so much attention to small funds, just look at the opportunity and just take a shuttle."

"I feel that it is obviously more appropriate for our big A to speculate and speculate. The so-called long-term investment is actually a big money to cut leeks and fool around."

"It's not completely fooled. In the market, there are actually a few long-term bull stocks that are suitable for long-term investment."

"It's only when you come out that you know it's a long-term bull stock. If you don't come out, it's a junk stock. There are nearly 2000 stocks in the market. The probability of betting on a long-term bull stock is really too small."

Many retail investors are having heated discussions in the discussion area of ​​the trading platform.

The market trading time has passed 9:30.

I saw that after 5 minutes of short-term emotional brewing, the trading surfaces of the two cities have just begun to bounce again. The leading "big finance" and the relatively strong state of "infrastructure" and "state-owned enterprise reform" during the call auction process. Internet finance' and other popular mainline fields in the early stage have all been attacked by a large amount of buying funds, and related industry sectors and concept sectors have ushered in a rapid rise.

At 9:31, the stock index rose by more than 0.8%, and the two major sectors of securities and insurance rose by more than 1.3%. Among them, several core constituent stocks such as Western Securities, Founder Securities, and New China Insurance rose rapidly, rising by more than 3% %, significantly outperforming the index.

At 9:32 a.m., the hot topics of 'infrastructure', 'state-owned enterprise reform' and 'Internet finance', related industry sectors and concept sectors all launched a relatively rapid upward trend. Among them, the real estate sector rebounded across the board, and the sector index The increase quickly exceeded 1%, and the core popular constituent stocks such as Kumho Group, China Fortune Land Development, and Gemdale Corporation, which suffered a sharp drop yesterday, are all rising at the moment, and the buying is full of strength.

At 9:33, the stock index rose by more than 1%, returning to above 2260 points.

At 9:34, the increase in the securities sector expanded to around 1.65%, continuing to lead the gains in the two markets.

At 9:35, "Internet Finance" restarted its upward trend. Huake Jincai and Shanghai Steel Union all rose in a straight line, with an increase of more than 7%. index.

At 9:36, the stock index soared to a 1.12% increase, setting a new intraday high. At the same time, the market buying continued to spread. Several major early adjustments such as 'infrastructure', 'state-owned enterprise reform', and 'Internet finance' were more violent, and the short-term decline Larger mainline fields have also ushered in a rapid and violent rebound.

At 9:37, all of a sudden, buying in the banking sector could start to wane.

At 9:38, the banking sector index, with significantly weakened buying power, began to fall from the intraday high.

At 9:39, affected by the decline of the banking sector, securities and insurance, which are also the core industry sectors of the "big finance" sector, also showed a downward trend in their sector index trends.

At 9:40, the overall buying volume in the market began to decline.

At 9:41, under the weakening of the overall market volume, the market trends of various main lines began to diverge. Among them, the line of "big finance" continued to fall, showing a trend of low volume of undertakings, and a trend of rising and falling. On the contrary, the majority of investors in the pre-market market are generally not optimistic. In the short term, the main lines of "infrastructure", "state-owned enterprise reform" and "Internet finance" that are somewhat oversold are still getting stronger and stronger, attracting various bottom-hunting, Speculative and hype funds are pouring in rapidly. As for the main line fields that follow the index fluctuations such as 'consumption', 'medicine', 'non-ferrous metals', 'coal', 'smart phone industry chain', etc., they are also following the line of 'big finance' at this moment. Showing weakness, began to gradually lag behind the index's gains.

At 9:42, the differentiation performance of the main lines of the market became more and more obvious.

At 9:45, the line of 'big finance' recovered all the gains after the opening. At the same time, the main capital flows in the core major industry sectors, such as banking, securities, insurance, etc., began to increase from the sharp increase at the opening. Net inflows are transformed into net outflows.

At 9:48, the real estate industry sector in the fields of "infrastructure" and "state-owned enterprise reform" rose by more than 1.5%, surpassing the previous securities sector, and became the new leading industry sector in the two cities.

At 9:50, the two main lines of 'infrastructure' and 'state-owned enterprise reform' were seriously oversold in the short term, and they continued to be bottom-hunted by various funds on and off the market.

At 9:55, the market was completely concentrated in the field of "oversold and rebounding". Instead, it was in the field of "big finance" that had major positive stimulus before the market. At this moment, not only recovered all the gains made after the official opening, but also recovered. It spit out a lot of gains when it opened higher, and all relevant industry sectors, the main funds are all in a state of outflow.

At 10:01, real estate, architectural decoration, building materials, and film and television media led the gains, and the growth of several major industry sectors in the main line of "big finance" retreated to the middle of all industry sectors in the entire market.

At 10:05, the main direction of the market's main funds began to converge in the three major areas of 'infrastructure', 'state-owned enterprise reform' and 'Internet finance', which were seriously oversold.

At 10:10, after the previous 40 minutes of formal trading.

The time-sharing of the market can be stabilized, and at the same time, the differentiation performance of various industry sectors in the market and the sense of market hierarchy are also reflected more clearly.

I saw that the market in the field of "big finance" which was strong at the beginning of the day became weaker and weaker.

However, the three popular themes of 'infrastructure', 'state-owned enterprise reform' and 'Internet finance', which were not favored by everyone before the market, have once again become the core of market development at this moment, focusing on the attention of the entire market and various The attack direction of Fang's main funds.

Of course, when the market changes...

The core of market hype also quickly changed from 'financial' to 'oversold rebound'.

And all of a sudden, a group of popular stocks in the main line of "infrastructure" and "state-owned enterprise reform" that fell very badly in the early stage, such as "Beixin Road and Bridge, Beijiang Communication Construction, Shanghai Construction Engineering, Kumho Group, Yukai Development, China Fortune Land Development 'And other stocks have also shown a violent rebound trend. Whether it is their disk buying performance or the net inflow of main funds, compared with yesterday and even the previous period, they have greatly improved.

As for the field of 'military industry' which performed quite brilliantly yesterday.

In the first 40 minutes of trading today, it did not show any sustained market trends, and it was in a relatively weak industry sector in the market.

Of course, if there are smart investors who keep their eyes on the 'military industry' field.

It should be found that the buying power of this main line is not weak.

"Hey, 'Big Finance' is really unstable, and it has become the only buried sector in today's market that has no profit-making effect." Seeing the performance of the market in the first 40 minutes, at this moment in Shanghai, Zexi Investment Company, the fund In the trading room, Zhou Kan couldn't help but sigh with emotion, "It's the three main lines of 'infrastructure', 'state-owned enterprise reform', and 'Internet finance'. I didn't expect to provoke the market again, and thanks to the overall market conditions of these three main lines As it picks up, the line of 'oversold rebound' in the entire market seems to have been brought out."

"Unexpected, it makes sense!" Xu Xiang beside Zhou Kan sighed lightly, and replied, "Even if there is a direct positive stimulus, the market doesn't have that much money, so I'm willing to undertake and raise it." Big Finance' this line up."

Zhou Kan nodded and continued: "The benefits of 'big finance' can't rise, and it will basically be abolished in the short term. Instead, the three core lines of 'infrastructure', 'state-owned enterprise reform', and 'Internet finance' are in the early stage. After the main funds have fled on a large scale, looking at the rebound trend of the three main lines today, the pressure on the market seems to have completely lightened, and there are signs that the adjustment has ended and the decline has stopped."

"Judging from the 40-minute trading time at the beginning of the day, the rebound of the three main lines is indeed not weak." Xu Xiang stared at the trading boards of the two cities, and nodded slightly, "But to say that the adjustment is over, let's see now... say this It is still too early to say, after all, the market sentiment has not recovered, the volume is not good, and the rebound may not be sustainable.”

"Fortunately, this time the regulatory authorities have made a lot of moves, and the determination to maintain the market has once again been reflected."

"This gives the market a very good policy support signal."

"With this signal, when everyone expects that the regulatory authorities will continue to introduce various positives to hedge against the negatives of the IPO restart, it is not far from the market's long-short trend reversal. Generally speaking, at the current stage, the index continues to plummet. Risks are limited, while hopes for a reversal to the upside, though modest, are there."

Hearing Xu Xiang's analysis, Zhou Kan thought for a while, and said, "In that case, then... should we... also adjust our trading strategy and take some more cost-effective bargaining chips in this position?"

(End of this chapter)