The investment era of rebirth

"Indeed, with this shock, I almost thought that the market was going to have a rapid and continuous correction." Next to Chen Yihe, Gao Xiang, the trading team leader, also nodded at this time and responded, "But the early kill can be recovered so quickly in the session. The magnitude of the decline should indicate that the market’s main uptrend is not over, right?”

Chen Yihe said: "The Shanghai Stock Exchange's ability to recover its losses so quickly naturally shows that this round of market trends is not over yet, and it also shows that with the fierce change of hands and ample liquidity, there is a serious backlog in the market. Profit taking and settlement of arbitrage have been largely digested at this moment.

In other words, the market trend at this time is obviously much healthier than before.

If nothing unexpected happens...

After this violent shock at the beginning of the market, the index's subsequent rise today should be much more stable.

And looking at the recovery trend of the market, we can find that after the shock and cleaning, the new large-scale influx of funds is still heading towards 'big finance', 'big infrastructure', 'military industry', 'sub-new stocks', and 'film and television media'. 'And other popular main line areas are concentrated.

Hehe, since the market can continue to fluctuate and rise.

Healthy digestion of profit orders and arbitrage chips deposited on the market.

Then, we will continue to lock in our position chips and continue to let profits run. This Friday, in terms of external macro news, the Federal Reserve will have an interest rate meeting.

The direction of the domestic central bank's monetary policy should change with the external market and the Federal Reserve's interest rate meeting.

We should be able to judge the domestic situation by seeing how the news in the external market changes.

As long as the expectations for the central bank to cut interest rates and reserve requirement ratios are still there, or the expectations of this news can really come true, then this wave of market rises should not end before the expectations come true. "

Gao Xiang nodded, agreeing very much with Chen Yihe's market views, and said: "And now there are endless benefits in the main direction of 'big infrastructure', with the two cores of 'big finance' and 'big infrastructure' The main lines rise alternately, constantly supporting market breakthroughs, and constantly gathering the market's money-making effect.

I believe that this wave of the market has the ability to continue to hit 4000 points upward.

What's more, the hype theme of "sub-new stocks", which attracts short and medium-term funds, shows no sign of ebbing at the current position.

There is a line of "sub-new stocks" that continuously promotes the market's short- and medium-term speculation sentiment.

Coupled with the important factor that the valuation of individual stocks in major popular main areas is still within a reasonable range.

With the capital liquidity becoming more and more abundant, it feels like there is no room for the index to fall at all, and it has indeed formed a pattern that any decline in the market is a rare opportunity to increase positions.

only……"

Gao Xiang paused and continued: "At this time, we still need to continue to focus on adjusting positions, remove the weak and retain the strong, and concentrate funds on the two core main lines of 'big finance' and 'big infrastructure'. The market trend is obviously stronger than Are they on the index’s core weight stocks and concept leading stocks?”

Chen Yihe thought for a moment and responded: "It is still necessary. You know, it is already December. The main institutions will make drastic adjustments to their positions in order to rank the institutions at the end of the year. Obviously, The strategy of 'removing the weak and retaining the strong' is probably being implemented by many institutions at present.

And this is also among the two main areas of "big finance" and "big infrastructure".

The market trend of a group of weighted high-quality stocks is obviously stronger than the fundamental reason for the index trend by a large margin. Since this factor exists, and according to our analysis, the current market does not have sufficient downward correction momentum, there is a high probability that it will continue to be pushed upward by the two core main lines of 'big infrastructure' and 'big finance' that have a direct positive impact. Let’s go, then why don’t we radically adjust positions, predict the position adjustment strategies of these institutions, and concentrate our positions on these strong leading high-quality stocks to obtain excess returns from the market?

What's wrong with letting the major institutions in the industry, who are frantically adjusting positions and fighting for institutional rankings and fund product net worth rankings at the end of the year, to carry the sedan chair for us for free? "

"Okay!" Gao Xiang nodded, "Then I will continue to ask everyone to hold on to those stocks that are obviously weaker than the market trend, and then use the funds freed up from reducing positions to gather popularity and the trend is significantly stronger than the index. Cut off the main line weight of leading stocks.”

Chen Yihe nodded, pondered for a moment, and then emphasized: "At this time, the market has just completed a round of shocks. Profit taking and arbitrage can still slightly suppress the market, and market sentiment has fluctuated just now. A slight difference is that many of the leading stocks with main line weights also happen to be at intraday lows, or in the temporary trend of violent corrections.

At this time, it is an excellent opportunity to adjust positions and exchange shares. You must take advantage of it.

It also reminds traders that at this time, whether they are reducing their positions or increasing their concentrated positions after reducing their positions, they should not worry too much about transaction costs.

Because the profit and settlement orders were cleared and cleaned in large quantities.

The market changes between ups and downs very quickly, and its market development direction and path are also very clear.

In the entire market, there are definitely not a few major funds with our thoughts and changes in trading strategies.

If we care too much about these, I am afraid that we will miss this opportunity to adjust positions and exchange shares, and in the end it will become a "gaining sesame seeds, losing watermelon" behavior of chasing prices. "

"Okay!" Gao Xiang nodded.

Immediately, he quickly turned around and began to instruct the traders behind him to make corresponding changes in trading strategies.

And at the same time.

Seeing the reversal of market trends, the Shanghai Stock Exchange Index once again quickly recovered its losses and turned from falling to rising. At the same time, the main lines of "big infrastructure" and "big finance" also quickly recovered their strength.

Yanjing, Magic City, Shenzhen City, Yuhang, Jinling... and other places.

Whether it is public fund companies, state-owned asset management institutions, private equity companies and other major capital groups, many institutions are also doing the same position adjustment strategy.

Therefore, under the influence of the continuous swarm of these main funds to adjust positions and rush for funds.

The rebound of the entire market began to accelerate after the time entered 11 o'clock.

At 11:01, the demon stock that plunged sharply, "Blue Stone Heavy Equipment" recovered all the intraday losses, successfully turned from falling to rising, and the intraday turnover rate reached about 17%.

At the same time, the Shanghai Stock Index's intraday increase expanded to more than 0.5%, returning to its opening position.

The A50 index also expanded to an increase of more than 0.7% at this time.

At 11:02, the intraday increase of ‘Huake Dawning’ once again exceeded 7%, becoming the core of short-term speculation sentiment in the entire market and the emotional vane of short-term speculation. (End of chapter)