The investment era of rebirth

Chapter 476 The 'Brokers' section is a disservice!
At 1:01, in just one minute, under the concentrated burst of time-sharing volume in the market, the Shanghai Stock Exchange Index rushed to the 1-point mark, expanding the increase to more than 2280%. At the same time, the Shenzhen Stock Exchange Index and the ChiNext Index rose Also at this moment, the synchronization crossed the 2.3% position.

At 1:02, during the continuous explosion of extreme volume, the popular main lines of the two cities, as well as related popular concept stocks, were once again snapped up by new funds from all walks of life. In the industry sector, the total net inflow of main funds increased by nearly 1 million within 3 minute, reaching a net inflow of 24.36 billion.

At 1:03, the number of daily limit stocks in the two cities broke through to 67, among which, the number of daily limit stocks that were not one-word daily limit boards broke through to 50.

At 1:04, Huaguo Communication Construction pulled up and touched the board in a straight line.

At 1:05, Huaguo Construction rose by more than 7%, and the intraday turnover broke through the 15 billion mark, ranking first in the two cities.

At 1:07, the A50 index rose by more than 3%, and the heavyweight stocks showed a collective rise.

At 1:10, Huaguo Petroleum and Huashang Bank, two stocks with a market value of one trillion yuan, further expanded their gains, reaching the 1.5% increase mark.

At 1:12, when the "Internet Finance" concept sector has risen by more than 4%, the "Traditional Finance" field began to experience significant changes. The entire market, new incremental funds, began to move towards these relatively lagging markets. The weaker sectors that rose in the broader market followed up.

At 1:15, Huaxin Securities, a heavy stock of brokerages, rioted.

At 1:16, Huaxin Securities absorbed 1 million funds within 2.6 minute, and the increase jumped from around 1.3% to around 4%.

At 1:17, under the Huaxin Securities riot, the entire brokerage sector began to change.

At 1:18, the brokerage sector index rose by more than 2%.

At 1:19, the brokerage sector index rose by more than 2.5%, of which Guangda Securities and Huaxin Securities rose from around flat to about 5%.

At 1:20, under the extreme riots of brokers, the Shanghai stock index stood at an intraday high of 2286.33 points.

However, this trend of boosting the market index by pulling brokerage companies, in the absence of the core hype logic and market imagination space in the brokerage sector, only lasted for a short moment before it began to decline.

At 1:22, after the Shanghai stock index hit an intraday high of 2286.33 points, the active capital groups in the entire market, as well as many investors with profitable positions, after seeing the riots of brokerages and crazily devouring the incremental funds in the market, followed the historical inertia. , began to sell chips subconsciously.

At 1:23, under the inertial selling of these short-term profit-making investors, the market trend began to fall.

At 1:25, the stock index fell back to 2282.69 points, and the increase narrowed. The rioting brokerage sector even went out of the pulsating trend. Huaxin Securities, the absolute weight stock of the brokerage, rose even in just two to three minutes. Within the same period, from around the intraday high of 3%, the lightning fell back to around 5.53%.

At 1:28, the Shanghai stock index continued to fall and fell below the 2280-point mark, and the stock market rose, and it also fell below the 2% mark.

At 1:30, the growth rate of the banking sector fell back, but the 'military industry' sector, which was generally falling in the entire market, suddenly rose again and continued to advance to a higher growth rate. There is even a trend of straight-line rushing to the board.

"Hey, the trend of 'military industry' means that it is independent of the market trend, especially the two military industry stocks of 'China Airlines' and 'Aviation Development', the trend is obviously stronger by a large margin, and there are too obvious main forces Signs of a financial attack."

Seeing the change of "Military Industry" going against the trend, at 1:31, Li Meng, who was trying to keep an eye on the market in Yuhang, Yuhang Investment Company, and the trading room of the main fund, was slightly surprised and surprised, and reported to Su Yu: "Such a concentrated main force attack movement, and it mainly occurred in the two military system stocks of 'China Airlines' and 'Aircraft Development'. It should be 'domestic large aircraft'. Is there any new clear benefit?"

Su Yu nodded slightly, and responded: "Probably yes, but what we really value in the layout of this main line is not just the imagination space of a 'domestic large aircraft' story, the main core of the story is still 'military industry reform'," Stories such as military industrial restructuring', 'military industrial asset securitization', 'military-civilian integration', and 'defense and strengthening the military', of course...the realization of these stories, at present, still needs time to brew."

"Yeah!" Li Meng nodded, "A strong country must first strengthen its army. The current tone seems to be repeated, and the IPO is open. The road of 'military asset securitization' you mentioned is in the ' In the general direction of "strengthening the army and strengthening the country", there is a high probability that there are really good stories to tell."

"This is inevitable!" Su Yu smiled and said, "Besides, the bear market focuses on quality, and the bull market focuses on momentum. Once the market conditions really pick up in an all-round way, it will break away from the bottom area that everyone agrees on, and that is the story-telling main line of the market. , and related concept fields, the space for speculation will be completely opened up, and it will also get more attention and pursuit from various active capital groups, and it will be a matter of time before the market explodes."

"Then... shall we continue to wait?" Li Meng asked.

Su Yu nodded slightly, and said: "Everything is ready, we only owe Dongfeng, we have completed the layout on the 'military industry' line, and then we just need to wait, I guess the waiting time will not be too long. "

"Mr. Su, after the market's pulsating fluctuations in the securities sector, certain problems have begun to occur." While Su Yu and Li Meng were talking, Wang Can, who had been observing the market trend, suddenly interjected and reported, "I feel that the securities sector has changed a lot. , not only did not help the Shanghai stock index break through 2300 points, but intensified the short-term profit-making sell-offs on the market.

Su Yu looked at the Shanghai Stock Exchange Index, which has fallen back to around 2276 points, and the popular main-line related sectors of the major markets that are almost in line with the trend of the Shanghai Index, and responded: "The brokerage sector is very difficult until market investment confidence is fully recovered. There are persistent market performances, but...every time the index reaches a key position, there are always some funds that think they are smart and attack this area, hoping to leverage the market and completely open the market's long position."

"After all, 'brokers' are the engine and vanguard of the bull market!" Li Meng responded with a smile, "If you want to completely reverse the market's investment confidence, it is really impossible without the market performance of this sector."

"Unfortunately, the timing is wrong." Su Yu said, "The current incremental capital volume in the market cannot support the breakthrough of the 'brokers' sector, and on the macro level, there is no heavy good news to help stimulate it, so... it is not appropriate To pull brokers, that is to consume the market's long vitality for nothing."

"As soon as this huge suction vortex that swallows incremental funds in the market and active follow-up funds appears."

"There will naturally be problems in the intensity of undertaking incremental funds in the market."

"As soon as the market's acceptance power is weak, some short-term funds that have already made profits, after realizing that there are signs of weakening in the market, can they not sell to take profits?"

"With the pull of the brokerage, it is difficult for the Shanghai Stock Exchange Index to break through 2300 points today, isn't it?" Li Meng stared at the board and said with a smile, "It seems that this position needs to clean up some of the short-term profits of the two-day bottom-hunting speculation. Only then will we be able to make an effective breakthrough again.”

Su Yu nodded slightly, and said: "Indeed, the market is pulling too fast, and once the profit is heavy, the upward pressure will become greater."

"Will you step back to 2200 points?" Liu Yuan also asked subconsciously after hearing the conversation between the two.

Su Yu tilted his head and glanced at Liu Yuan, without answering directly, he asked instead, "What do you think?"

Liu Yuan thought carefully for a moment, and then responded: "I don't think so. The market has pulled up the market rapidly in the past two days, causing the bottom to be washed out, or there are not a few investors who are short. Now that the market has pulled up, the bottom bargaining chips The main institutions that have already made profits should not allow the index to fall back to the support position of 2200 points, so that the vast number of retail investors who are regretting the shortfall and the bottom cut can get on the car again."

"Actually, in the performance of market trends..."

Liu Yuan paused, and then said: "The stronger the common expectation of an important point, the more often that important point will not develop according to everyone's expected results."

"Just like this afternoon, everyone expects the index to break through 2300 points."

"As a result, the index was abruptly around 2280 points, and it encountered obvious market pressure and could not go up."

"Then, when everyone expects that the index will pull back in a short-term shock and will further step back on the 2200-point support level for confirmation of the reversal, I estimate that this position will most likely not be reached."

"Let's go sideways..."

"I think the probability of the index oscillating sideways within the entity range of the Dayang line today is high."

"Then the short-term profit-making orders for bottom-hunting speculation in the past two days were almost sold out on the spot, and the pressure on the top continued to ease. At the same time, under the mood brewing, potential buyers who wanted to increase their positions near 2200 points lost their patience and had to chase higher buys When entering, the index should have the opportunity to continue to rise, breaking through 2300 points without hindrance.”

"Actually..."

Liu Yuan thought for a while, and then said: "It is better for the stock index to fluctuate between 2300 and 2200 if it does not break through 2300 rashly. The accumulation of profit-making orders can also make the market investment sentiment brew more deeply."

After listening to Liu Yuan's analysis, Su Yu nodded slightly and said: "The analysis is good, indeed, too eager to attack is not conducive to the medium and long-term trend of the market. The position between 2200 points and 2300 points, the bargaining chip The more you change hands, the stronger the future support of this support line will be, and the stronger the index's subsequent rebound expectation will be. If the attack is too urgent at this time, profits will pile up quickly, coupled with market investment sentiment Without in-depth fermentation, the off-market follow-up funds attracted are limited. After the index rebounds rapidly, when the accumulated profit-making orders quickly take profits and exit the market, most of the index will fall back to the line of 2200 points to 2300 points to re-consolidate .”

"So, the pulse fluctuation of the brokerage is not a disservice to help?" Wang Can felt that his thinking logic was not keeping up, so he clicked his tongue and said.

Su Yu smiled and responded: "Everything has two sides, it depends on which angle you look at it from. Short-term speculative funds in the market, such as short-term speculative retail investors and some hot money groups, must hope that the Shanghai Stock Exchange Index will rebound quickly and the profit-making effect will be further improved. It is convenient for them to make more profits, and the investors who are short, or the investors who have been washed out by stop losses at the bottom, must hope that the Shanghai Index will slow down and give them more reaction time and opportunities.”

"It should be a good thing for us..." Liu Yuan smiled and said, "Excessively consistent expectations will quickly accumulate excessive profits, so the market often does not go far. Only continuous Changing hands, there are slight differences and hesitation in the market, and the market may continue further and higher."

"The line of 'big infrastructure', after we have passed the seat of 'Wealth Road'."

"From the perspective of the disk, it is indeed a bit too hot."

"If you can take advantage of the short-term correction of the index and take a break, the sentiment on this line will drop a little bit, so that the chips can change hands more fully, which will obviously be better."

"It seems that I was worrying blindly." After listening to Liu Yuan's words, Wang Can breathed a sigh of relief.

At the same time, he tilted his head to look at the girl's appearance, and couldn't help feeling a little bit of envy and admiration in his heart.

He has been in the company for longer than Liu Yuan, and he was also taught by Su Yu and fed little by little with trading funds, but the gap between his understanding of the market and his talent for analysis is really not a star. .

"It's not just worrying." Liu Yuan said with a smile, "The main force in the brokerage sector has indeed had a negative impact on the current market trend."

After finishing speaking, she turned her gaze back to the trading board of the two cities again.

I saw that at this time, the market trading time had reached around 1:45. After the impact of the pulsating fluctuations in the "brokers" sector, the two cities both fell back to the position where they opened in the afternoon. All the gains, leaving a period of diving trend on the disk.

Subsequently, when the Shanghai stock index touched the 2270-point mark again, the profit-making selling pressure in the two cities began to ease again.

At 1:49, the Shanghai Stock Exchange Index turned around again on the time-sharing chart.

At 1:55, the Shanghai stock index regained 2275 points, and the increase once again expanded to more than 2.2%.

At 2:02, the intraday turnover of Huaguo Construction exceeded the 25 billion mark, and at the same time, the intraday increase also returned to the intraday high.

At 2:12, the soaring Shanghai Index was around 2280 points, and encountered strong selling pressure.

At 2:13, the stock index fluctuated and fell back. The overall market of the two cities, whether it is the relatively high main line fields of "big infrastructure", "military industry" and "Internet finance", or the relatively low and weak "coal" and "nonferrous" , 'Traditional Finance' fields, all began to stabilize and fell into a state of sideways shocks.

At 2:15, the time-sharing volume of the two cities began to decline significantly. On the market, the active selling and buying orders were not very active. The selling side felt that the index might hit 2300 points and wanted to sell even higher. A little bit, and the buyer, seeing that the Shanghai Stock Exchange Index was blocked at the 2280 point mark twice during the session, felt that the index might pull back a little bit, and the price he wanted to buy could be slightly lower.

After that, under this wait-and-see sentiment.

For almost half an hour, the Shanghai Stock Exchange Index has been trading sideways within an amplitude range of almost 2270% from 2280 to 0.5 points.

Until the arrival of 2:45...

When the market is trading, enter the last 15 minutes of time.

Seeing that the Shanghai Stock Exchange Index is still fluctuating between 2270 points and 2280 points, the short-term profit-making funds on the market that were hesitant before have realized that there is little hope for the Shanghai Index to quickly break through 2300 points. The operation of selling and taking profit.

And with some short-term profit-making orders selling and taking profits in the late trading stage.

On the two markets, the long-short situation that had been stalemate has finally changed again.

(End of this chapter)