The investment era of rebirth

Chapter 437 The short-term recovery of market sentiment!
When Qin Qiuyue's questions and guesses came out.

At this moment, inside Yuhang Investment Company, in the fund trading room, the traders in the three groups are still following the trading strategy and opening plan, step by step in the 'military industry', 'infrastructure', 'state-owned enterprise reform', 'Internet finance' Scan goods in several major areas.

At this time, the market trading time has entered 11:12 in the morning, and it is less than 20 minutes before the noon closing time.

As for the performance of the major market indexes.

Numerous Shanghai Index, Shenzhen Index, and ChiNext Index are all in the intraday high and volatile trend.

Among them, due to the continued weakness in the "big financial" sector, which accounts for a relatively high weight in the Shanghai Index, the Shenzhen Index and the Growth Enterprise Market Index have surpassed the Shanghai Index, causing the market to once again appear in a situation where Shanghai is weak and Shenzhen is strong.

"'Big Finance', the main field directly stimulated by the news of 'Shanghai-Hong Kong Stock Connect', is indeed moving according to the trend you predicted before the market." In the fund trading room, Li Meng stared at the market and said to Su Yu with a smile "But the rebound trend of other main lines seems to be different from what you predicted before the market. Except for some defensive sectors, there are also strong cyclical sectors such as non-ferrous metals and coal, as well as the military sector. Others are going quite strong. Yes, I feel that today’s market rebound can still be expected optimistically, maybe when the market closes in the afternoon, the Shanghai Stock Exchange Index can really cover yesterday’s decline and realize the characteristics of phased bottoming.”

Su Yu smiled and responded: "The trend in the morning is really good. There are many active funds in the market. They did not attack the 'big finance' field, but activated the 'infrastructure', 'state-owned enterprise reform', and 'Internet finance'. It is a wise move to wait for the "oversold rebound" market dominated by the main line of the sharp adjustment in the previous period. However, although the market as a whole is not weak, there is a big problem with the market volume, so the intraday highs continue to fluctuate. , I am afraid that it will be difficult to support until the market closes in the afternoon, and it is estimated that there will be a more obvious trend of diving and falling in the afternoon..."

"Well, there are indeed some problems with the performance of the market volume." Hearing Su Yu's analysis, Li Meng nodded slightly and said, "The volume is still shrinking, which proves that the investors on and off the market are still very hesitant and dare to enter the market There are not many investor groups that are long."

"but……"

Li Mengmeng thought for a while, and then said: "The pressure on the market is still lighter than expected. As long as the main lines of 'infrastructure', 'state-owned enterprise reform', and 'Internet finance' that have rebounded strongly today, can be recovered in the next few trading days. In the midst of the continuous profit-making effect, there should be a significant change in the overall market trend.”

"The heavy selling above the market has indeed been alleviated a lot after several consecutive days of adjustments." Su Yu said, "However, it is still quite difficult to rely on the long-term sentiment aroused by this benefit to achieve a sustained profit-making effect. , Let’s take a look and see what the actual reaction will be next.”

"Okay!" Li Meng replied, "No matter how the market changes later, it shouldn't have much impact on us."

"Master, I feel that there are traces of other funds following suit in the field of 'military industry' that we have increased our position in." During the discussion between Su Yu and Li Meng, Liu Yuan, who was in charge of the transaction of the 'Yuhang No. 2' fund, suddenly reported, "My master buys Several stocks in the stock market were blocked by the same pending order funds just now, but the amount is not very large, and it will not cause too much interference to our position building plan for the time being."

Following Liu Yuan's words, Su Yu took a closer look at several core constituent stocks in the 'military industry' field, and found that what she said was indeed the case, slightly surprised and said: "A very smart fund found us, but It’s not aggressively rushing to raise funds, but when we bought, it silently followed the position, and the funds probably couldn’t be sure about our specific motives, so it just followed slightly, did not intervene on a large scale, and directly pulled the market to compete with us.”

"Then do we need to properly adjust the pace of building positions and the thinking of trading strategies?" Liu Yuan asked.

Su Yu thought for a while, shook his head, and said: "Not yet, this stock of funds does not interfere much with us, just keep paying attention to it silently, and when it really seriously interferes with our warehouse building strategies and trading ideas, we will continue It is not too late to adjust the strategy to deal with it.”

"Okay!" Liu Yuan replied.

Su Yu paused, and continued to ask the traders in each group: "Does this still exist in the other main lines of our layout?"

"The main lines of 'infrastructure', 'state-owned enterprise reform' and 'Internet finance' are highly concerned by the market. Compared with other main lines, industry sectors and concept sectors in the entire market, the market liquidity and the participation of various funds are very abundant. There is no such situation in the direction of 'military industry' for the time being." Zhang Guobing, who has been observing the market transactions, responded, "The funds in the direction of 'military industry' should have discovered us by accident."

Su Yu nodded slightly and said: "Don't buy too fast or too frequently, and be careful to hide it. The market situation will not change overnight. We don't lack time to build a position, so there is no need to chase the market. The stock price of the target stock is pulled too fast. , just wait a bit, if you are too eager to kill, then take the opportunity to buy more."

"Understood!" Zhang Guobing nodded.

"Hey, the stocks in the 'smartphone industry chain' in the market seem to be changing frequently." At this moment, Wang Can, who was also staring at the market and continuously building positions and buying, suddenly showed a slightly surprised expression, and reported, "I feel that the market's hype thinking is showing signs of shifting to the "growth concept stocks" based on the small and medium-sized board and the ChiNext board. A lot of main funds have been picked out.”

"This is not a good sign." Hearing Wang Can's words, Li Meng frowned slightly and said.

"Why?" Wang Can asked, not quite understanding why Li Meng said that.

Li Meng responded with a smile: "Why did the funds turn and start to attack the two main lines of 'Mobile Internet' and 'Smartphone Industry Chain', which are relatively lacking in expected logic? Why did they start to stir up nonsense? This is not because of 'infrastructure' and 'state-owned enterprise reform'." , 'Internet Finance' these popular main lines, continue to be unable to open up space, unable to continue to gather hype sentiment and follow suit funds, is this the case?"

"Since there are expectations and logical popular lines, they will not open up space."

"Then the unpopular mainline in the early stage that lacks certain expected logic will do? It doesn't make sense!"

"Furthermore, the attack path of the main funds, the more turning points, it proves that the market's active capital forces are more dispersed, and the more dispersed the active capital forces and the more scattered hot spots in the market, the harder it is for the market to form a joint force in one direction, which means With the market's market space and continuous profit-making effect, it will be more difficult to open."

"Hey……"

Speaking of this, Li Meng sighed softly, and continued: "I thought that the market would have a relatively beautiful rebound today, but I didn't expect that there would still be no room for improvement, and continued to focus on 'infrastructure' and 'state-owned enterprise reform'. The hype of the three main lines of "Internet Finance" and "Internet Finance" is so good, I have to go to stir up cold rice, I really don't know what these active hype funds that stir up the "Mobile Internet" and "Smartphone Industry Chain" think."

"People go to high places, and water flows to low places." Su Yu took the words and said, "In the financial trading market, funds are like flowing water. When they encounter resistance, they are bound to flow to the sector with the most game value in the market. Yes, the current market is speculating on an 'oversold rebound', 'mobile Internet' and 'smart phone industry chain'. Although the market sentiment is indeed relatively cold for the time being, it also belongs to an 'oversold rebound' field. Many active main funds attack this direction, and it cannot be said that there is any big mistake.”

"It's just this attack, and the hot spots in the market are scattered."

"In a market that is already insufficient to undertake, and the main active funds are dispersed in this way, the market will continue, and naturally it will be even more useless."

"But for the funds that attack the two main lines of 'mobile Internet' and 'smartphone industry chain'."

"They can't take care of that much."

"After all, you require short-term hype funds and have long-term thinking, which is unrealistic."

Hearing Su Yu's words, although Li Meng knew that what he said was reasonable, he was still not comfortable with the funds that were blindly pulling the market in the two markets, and responded: "I began to believe what you said, there is a high probability that the market will support in the afternoon. If you can’t stop, there will be more obvious things like slumping and diving.”

Su Yu said with a chuckle: "The capacity is insufficient, the undertaking is insufficient, and the main funds that are still active in the field cannot continue to open up space, so diving is a natural thing, and it is easy to predict."

"Even though you know you are powerful, don't talk too much." Li Meng chuckled, "What if you get slapped in the face."

"How about giving it a try?" Su Yu said with a smile, "How about a gamble?"

Li Meng nodded slightly and said with a smile, "Okay!"

The two made an agreement in a teasing tone, and in an instant, the time had reached 11:30, the two markets were frozen, and the lunch break came.

After a whole morning of trading...

The Shanghai Index finally fixed at 2268.63 points at noon, up 1.31%. The Shenzhen Index and the ChiNext Index rose 1.42% and 1.63% respectively. The total turnover of the two cities in half a day was 521.36 billion. It has not gone out of the trend of rising volume and price expected by the majority of investors in the market.

In addition to the performance of the major indexes, the main lines of the market, various industry sectors, and concept sectors.

Although the trend of a number of industry sectors and concept sectors related to the main lines of "infrastructure", "state-owned enterprise reform" and "Internet finance" fell back towards the close of noon, they still maintained the leading trend of the two cities, especially The real estate industry sector still maintained an increase of more than 3% when the market closed at noon.

As for the "big finance" sector, which was attacked by the main funds at the beginning of the morning, it showed some performance.

Stimulated by the news of "Shanghai-Hong Kong Stock Connect", it failed to maintain a strong state. Instead, it showed a large outflow of main funds and significantly underperformed the index. At the close of the afternoon, the gains of several major industry sector indexes were all within 1 %, especially the banking sector, the increase has fallen back to 0.35%, only maintaining a slightly red plate.

Of course, except for these popular mainline fields with high market attention and abundant liquidity.

In many other unpopular main line fields, there are also more differentiated trends. For example, the two main lines of "mobile Internet" and "smart phone industry chain" are showing their power near the noon, and many concept stocks with relatively sufficient adjustments have pulled up one after another. A strong counterattack.

Another example is the 'military industry' industry sector, although it closed at a flat trend.

However, the turnover of the entire half-day is the only one among the unpopular mainlines that can significantly increase the volume of the mainline sector, and the trading volume is relatively intense. Similarly, there are also large differences between long and short funds within the sector.

The last aspect of individual stocks.

Among the top ten stocks in terms of attention and popularity in the two cities, four have a daily limit and one has a daily limit. The market performance is not uncommon.

Among them, the two stocks with the most attention in the market, Beixin Road Bridge went up all the way from the low opening state, reaching a 6.24% increase by midday; The 5.11% increase is surprising regardless of the trading situation or the change in long-short sentiment on the market.

Generally speaking, the market trend in the morning, except for the performance of the only main line field with obvious money-losing effects in the two cities, the performance of other main lines, various industry sectors, and various concept sectors still slightly exceeded everyone's pre-market expectations. , Playing a positive market trend.

It's just that the only lack of quantity and energy is lacking, which limits the height of the intraday rebound.

Of course, in the midst of the strong market rebound, some people have noticed some hidden risk points, but they can't be spread widely to attract the attention of most people.

After the market closed at noon, faced with such a market performance.

During the short one-and-a-half-hour break, the discussion area of ​​the online trading platform, the discussion area of ​​the stock investment forum, the post bar and other places where a large number of retail groups gather, everyone's mood has clearly shown signs of recovery. Retail investors who are bullish on the market Also gradually increased again.

"I'm finally proud today!" Some investors lamented.

"Yeah! Looking at the situation, maybe the index can be reversed in the afternoon, haha... There is also Beixin Luqiao, who bought the bottom in the morning, and has already made a profit of 8 points. I feel that this check may still be able to rise by the limit today."

"According to the analysis of the trend in front of Beixin Road Bridge, this check is either a limit-down or a limit-up. Obviously, the limit-down is impossible today, so the limit-up will definitely be possible."

"Fuck, envy, I forgot to buy the bottom this morning."

"Hey, today's market trend is good in all aspects, but the fucking 'big finance' is too cheating. I chased Western Securities this morning. I didn't expect it to lose money. It's just..."

"I chased Jinling Bank in the morning, and I was just as depressed."

"The trend of 'Big Finance' today is indeed pitted. The positive stimulus of 'Shanghai-Hong Kong Stock Connect' has not risen, but fortunately, the correction is not deep, and it has not fallen much. It is not buried deep, so as long as the Shanghai Index can rise a little bit later With a little bit, we should be able to return the capital, and we will be out of the game safely and securely."

"In addition to 'big finance', today's 'military industry' sector is actually quite a hole."

"Indeed, the 'military industry' sector was so good yesterday, but today it bucked the trend and opened lower. Can you believe it? It didn't have the slightest sustained profit-making effect."

"'Military Industry' was originally one of the best historical cheating sectors in the field. This sector is basically hyped by news, and it is normal to have no continuity."

"The hype funds exploited by the 'military industry' are not one thousand, but eight hundred."

"Anyway, the 'military industry' industry sector, I will definitely not touch it, every time the market is so f*cking."

"Generally speaking, today's early adjustments are relatively sufficient, and the popular concept stocks in the main line fields of 'infrastructure', 'state-owned enterprise reform', and 'Internet finance' that are a bit oversold have performed the best and are the most active on the market. , It is estimated that the market will still revolve around these hot spots in the afternoon.”

"'Oversold rebound'? It seems to be true!"

"When the market closes at noon, I feel that the main funds in the market are converging towards the "growth stocks" route of the small and medium-sized board and the gem. I don't know if there is a relatively large market performance in this line in the afternoon."

"Speaking of the situation that Shanghai is strong and deep is weak, it has lasted for a long time. Do you think... Will the follow-up market be reversed? Return to the growth concept stock market mainly based on the small and medium-sized board and the ChiNext market? "

"That's hard to say. After all, the two main lines of 'mobile Internet' and 'smartphone industry chain' have been adjusted for a long time, such as Netspeed Technology, Anjie Technology, Xinwei Communication, Lixun Precision, and Changqu Technology... Waiting for the ticket, I feel that it has almost fallen into place."

"I think there are more opportunities in the two main areas of 'infrastructure' and 'state-owned enterprise reform'."

"Hey, everyone, don't be too optimistic! It's only midday, and the market hasn't closed at 3 o'clock in the afternoon."

"There shouldn't be any accidents today, right?"

"Yes, it's finally a good stimulus, and the market has fallen for so long, and there is really a lot of room for decline. There should be a decent rebound, right?"

During the intense discussion among the crowd, the lunch break passed by in a flash.

In a blink of an eye, amidst many heated discussions, the time passed by 1:[-] p.m., the frozen market prices of the two cities jumped again, and the market ushered in the second half of the trading time.

I saw that the market had just started to beat...

After an hour and a half of emotional brewing, the following funds, which were chasing after the trend, soared in an instant. Almost in an instant, the stock index was once again pulled close to the 1.5% increase, and the most popular stock in the two cities, Beixin Road Bridge Within 1 minute after the market opened, its stock price was almost pulled up to the limit board in a straight line.

PS: Happy New Year everyone! ! !

(End of this chapter)