The investment era of rebirth

Chapter 458 100 Billion Fund Tray!
"Okay!" Li Meng responded, and continued, "Do you need to avoid possible dragon and tiger list data?"

Su Yu thought for a while and said: "If you can avoid it, try to avoid it as much as possible. After all, our current main funds have not fully completed the position building plan. Once the seats are exposed, subsequent operations will still be greatly affected."

"Well, yes!" Li Meng continued to respond, and then quickly issued relevant trading instructions to several trading teams in the trading room.

And as her transaction order was issued...

Half a minute later, that is, at 1:51, tens of millions, or even hundreds of millions of capital undertakings began to pour into the core areas of 'infrastructure', 'state-owned enterprise reform', 'military industry', and 'Internet finance' Numerous constituent stocks in the mainline sector quickly swallowed up successive panic selling.

Immediately afterwards, at 1:52, under this huge underwriting market, the Shanghai stock index, which fell rapidly, suddenly stopped, and the decline did not continue to expand.

At 1:53, popular and popular stocks in the core areas of 'infrastructure', 'state-owned enterprise reform', 'military industry', and 'Internet finance', such as Gemdale Group, Huaguo MCC, China Fortune Land Development, Huaxin Cement, and Conch Cement, China Airlines Electromechanical, China Airlines Radio and Television, Hangfa Technology, Hengsheng Electronics, Flush, Dongfang Fortune... and more than 20 stocks, all of which have a very obvious phenomenon of ten thousand hands and large orders.

At 1:54, the time-sharing volume of the two stocks of Gemdale Group and Huaguo Metallurgical Metallurgical Co., Ltd. was rapidly enlarged, ushering in a short-term rapid upward trend, and the decline in the market narrowed rapidly.

At 1:55, the three major industry segments of real estate, architectural decoration, and building materials in the field of "infrastructure" all rebounded against the trend, and within each industry segment, the flow of main funds also quickly narrowed from a large net outflow to a small net outflow. The state of outflow indicates that there are huge main funds that are quickly buying bottoms in this field and taking over the market.

At 1:56, a series of concept sectors that have been hyped by the market in the early stage, such as 'state-owned enterprise reform', 'Internet finance', 'cement', 'steel', 'Shanghai Free Trade Zone', etc. In the case of a sharp increase in buying orders on the stock market, they also rose rapidly one after another. From the middle position of the two cities' decline rankings, they climbed to second only to defensive concept sectors such as 'pharmaceutical business', 'gold', 'liquor', and 'banking' The two cities are at the top of the list of gainers.

"Indeed." Zhou Kan replied, "At that moment just now, almost all stocks with a background of 'state-owned assets' changed. It is no wonder that the short-term rebound in this roulette was led by the main concept of 'state-owned enterprise reform'. Hey...it seems that the current consensus direction expectations have to be greatly discounted.”

At 2:12, the Shanghai Index returned to the 2185 mark once again, led by the initial recovery of the main lines of "infrastructure", "state-owned enterprise reform", "military industry" and "mobile Internet", and the decline further narrowed.

At 1:59, Gemdale Group quickly rose to the top, and China Fortune Land Development's decline narrowed to less than 1%. At the same time... Beixin Road and Bridge, Beijiang Communication Construction, and Shanghai Construction Engineering opened their daily limit.

At 2:10, the real estate sector began to lead the rise in the two cities, and the industry sector index successfully turned red.

"after all……"

"There is nothing that should or shouldn't be." Xu Xiang stared at the two markets that are still changing rapidly, and said, "All market trends are the result of the joint efforts of various funds and investor groups in the market. , formed, that is, existence is reasonable, what we can do is to respect the market trend, try to infer and predict the next trend according to the current market trend reaction, so as to make corresponding trading strategies in advance, other... None of it matters."

"When we can't decide the market trend at all, all we can do is follow the market."

At the same time, building materials, architectural decoration, steel, public transportation, high-speed rail, cement and other "infrastructure" related industry sectors and concept sectors have been fully linked, which not only attracts funds from all walks of life inside and outside the venue to further gather in these fields, but also They have squeezed to the forefront of the two cities' price increase lists, and have become the core force supporting the entire index and the two cities' market conditions.

"Hey, what a pity!" Zhou Kan couldn't help sighing.

In this way, it is obviously impossible for this main force of large-scale bottom-hunting to take advantage of the momentum just now to continue to pull the market upwards and break through, and pull the index back to the 2200 mark. After all, at this time, every step , the selling pressure faced will be much stronger than just now.

"Then what we can do is to follow the market trend, continue to maintain a relatively conservative trading strategy, and control the position within a low-risk range."

At 2:07, the real estate, architectural decoration, and building materials sectors in the main line of "infrastructure" squeezed into the top five in the two cities' growth lists, and began to continue to rebound and chase the No. 2 and No. [-] growth lists in the two cities. [-] The two major industry sectors of beverage manufacturing and pharmaceuticals.

"Sure enough, the various funds in the market, in terms of relying on the main board for trading, or relying on the small and medium-sized board and the ChiNext board for trading, finally chose the main board's direction of 'infrastructure' and 'state-owned enterprise reform'. The main line serves as a breakthrough." Seeing the market trend pattern, it took shape once again, and at 2:22, inside the Shanghai Zexi Investment Company and the main fund trading room, Zhou Kan, who had been observing the market, smiled and said, "The market is divergent, and it is starting to converge again. I feel that the index is here, and it finally shows some tenacity!"

Xu Xiang paused for a moment, turned his attention to the still weak concepts of 'Mobile Internet', 'Smartphone Industry Chain', 'Restructuring Backdoor', 'Venture Capital', 'ST Sector' and continued: "If you want to Completely reverse the market trend, re-play the market's profit-making effect and sentiment, the strength of one or two main lines is still too weak, and the market is suppressed by bearishness, no matter the active fund group on the market or the fund group on the sidelines, their willingness to follow suit, In this situation, none of them will be very strong, which leads to the fact that there are still certain defects in the incremental funds in the market at present, and it is difficult to fully undertake the continuous selling here."

At 1:57, in the core areas of 'infrastructure', 'state-owned enterprise reform', 'military industry', and 'Internet finance', a number of industry sectors and concept sectors rebounded rapidly, as well as dozens of related core component stocks. Driven by the sharp increase in volume and strength against the trend, the Shanghai stock index once again regained the 2180-point mark.

At 2:15, after the real estate sector became popular, the 'military industry' sector also became popular, reversing the overall weak situation at the beginning of the morning.

"The key is that after the index returns to the range of 2000 to 2200 points, it will be even more difficult for the market to get out of the big mainline market with sustainable profit-making effects." Zhou Kan responded, "To be honest, today's market was originally There should be a chance to hold the 2200 mark."

"Fortunately, the main funds that focused on the main lines of 'infrastructure' and 'state-owned enterprise reform' just now, in the midst of large-scale bottom-hunting, forcibly withstood the panic selling of these two lines, giving the market hope for a slight turnaround, otherwise If so... at this moment, there is a high probability that the stock index has fallen to the 2160 point line."

At 2:02, Gemdale Group continued to rise in a straight line, with an increase of more than 1%.

"If the Shanghai Stock Exchange Index can stand firm here and hold 2200 points, then we will arrange it according to a relatively active trading strategy, regain this position, and get back the positions we lost before."

The rebound just now, if the main force of the large-scale bottom-hunting before, can continue to attack with determination, and really bring out the two core main lines of 'infrastructure' and 'state-owned enterprise reform', and bring out many main lines. The rebound range of popular core stocks is further widened, which may change the overall long-short situation in the market.

"The probability and expectation that the index will fall into a large shock range between 2000 points and 2200 points will not weaken compared to before."

At 2:03, Huaguo MCC also became popular.

"In particular, the Shanghai Stock Exchange Index fell directly below the 2200-point support at the opening, which gave a very bad emotional signal to the market and seriously restricted the follow-up effect and willingness of the active capital groups on and off the market."

At 2:05, active funds from all walks of life in the market began to follow the trend to the two core lines of 'infrastructure' and 'state-owned enterprise reform', as well as the fields of 'military industry' and 'Internet finance' that showed obvious strength. At the same time... Due to the once again gathering effect of various active funds, the main line fields of "growth stocks" such as "mobile Internet" and "smart phone industry chain" centered on the SME board and the ChiNext, were temporarily abandoned by various funds following the trend. When the index once again regained the 2180-point mark, it did not follow the trend and rose, but continued to fall.

At 2:20, the active funds of the entire market further converged on the relatively strong main lines of 'infrastructure', 'state-owned enterprise reform', 'Internet finance', and 'military industry'. On the market, the buying volume can also increase again, pushing the index upward.

"Looking at the style of this tray, it looks like the main funds of the state-owned assets system." Xu Xiang said, "Although the funds of this type of system are often rich and powerful, it is always important to grasp the market sentiment and the timing of the long-short form transition in the market. It’s not that accurate, and there is a huge amount of money in hand, but they don’t know how to guide the market reasonably.”

Xu Xiang smiled lightly, and said: "There is nothing to regret. No matter who it is, everyone has to respect the market. Since there is no way to fully form a joint force here, it is reasonable for the index to continue to adjust."

Now, the market trend has calmed down again.

"The index failed to recover lost ground at the 2200 mark."

"That's true!" Zhou Kan continued, "Just now, the main funds in the lines of 'infrastructure', 'state-owned enterprise reform', 'Internet finance', and 'military industry' are really at the most critical moment. It saved the market, but the funds are strange to say the least... After finally withstood the most intense panic sell-off in the market, in the end they just couldn’t support it, wasting the opportunity to reverse the situation in vain.”

"Of course, the most important thing is that today's major market indexes opened too weakly."

Hearing Zhou Kan's voice, Xu Xiang, who was sitting on the side, replied: "From the perspective of the market, funds from all walks of life in the market are indeed gradually converging towards the two main hype lines of 'infrastructure' and 'state-owned enterprise reform' in the early stage, but in the end will they be able to It is still hard to say that it will form a consistent expected force and lead the stock index back to the 2200 point."

In his view, just at that moment, when the panic selling in the market was violently consumed, the selling power began to decline.

At the same time, the real estate, construction materials, and military industry sectors, the main capital flow has changed from the previous large net outflow to a small net inflow, especially In just 10 minutes, the two checks of Gemdale Group and Hangfa Technology have changed the main capital flow of the board from the previous net outflow of more than 2000 million to a net inflow of more than 200 million.

At 1:58, the decline in the real estate sector index shrank to 1%, squeezing into the fourth place in the list of gains in the two cities.

It was the best time to pull up quickly, counterattack swiftly, and pull the stock index back to the 2200 mark, but I didn't expect...the opponent just didn't follow up in time to show this momentum of rebound.

The selling orders that had been hesitant before were suppressed again after a brief rebound in the index intraday.

"Anyway, we've come to this point."

At 2:01, the market trading hours officially entered the last hour of late trading.

"If the Shanghai stock index is not stable here, it will return to the large shock box between 2000 points and 2200 points."

"In this way, under such circumstances, the market's investment sentiment, investment confidence and market expectations will not improve significantly, and the willingness to follow suit will not be substantially enhanced, and due to its essential market logic conditions, there has been no significant change. , it is still impossible for the natural index to complete the long-short reversal here.”

"It can't be said that there is no spontaneous follow-up behavior of funds from all walks of life in the market." Xu Xiang said, "It's just that the main force of funds just hesitated after buying bottoms on a large scale at the bottom, and did not further open up the market's profit-making effect and room for rebound, resulting in The index has been unable to regain the 2200-point mark for a long time, which has already caused the index to enter the weak and volatile range in disguise, without substantially changing the long-short situation of the market."

"Okay!" Zhou Kan responded, turned his gaze back to the trading board of the two cities, and stopped talking.

And with the two people's simple analysis and discussion of the current market trend, the market trading time has been moved to 2:32, entering the last half-hour trading session at the end of the day.

I saw that the Shanghai Stock Exchange Index hovered between 2185 and 2190 points, showing a certain lack of upward attack.

Among them, a number of related concept sectors and industry sectors in the core areas of 'infrastructure', 'state-owned enterprise reform', 'Internet finance', and 'military industry', which previously drove the index to rebound from the intraday low, are now rapidly attacking After that, he also began to show fatigue.

(End of this chapter)