The investment era of rebirth

At 9:31, Huashang Securities and Huatong Securities hit their daily limits.

At 9:32, Huaguo Bank rose by more than 7%, among which Yuhang Bank sealed its daily limit.

At 9:33, in the Internet financial sector, more than 10 stocks hit their daily limits. Among them, Great Wisdom, Flush, Oriental Fortune, Hengsheng Electronics, Yinjie Technology, Jinzheng... all of them had their daily limits sealed.

At 9:34, the number of red stocks in the two cities reached more than 1800.

At 9:35, the Shanghai Stock Index surged to a gain of nearly 3%. At the same time, the main line of "big infrastructure" was also rioted across the board. Huaguo Construction rose by more than 7%. Huagong International, Huaguo Railway Construction, Huaguo Communications Construction, Huaguo Construction China State Construction Engineering Corp. and other "Chinese-headed" infrastructure stocks all rose by more than 3%.

At 9:36, the Shanghai Stock Index broke through the 3% increase and reached above 3850 points.

At 9:37, the two major weighted sector indexes of banking and insurance rose by more than 4%. Among them, the A50 index also rose by more than 4%.

At 9:38, 'Huaxin Securities' rose more than 8%, approaching the daily limit.

At 9:39, 'Huaxin Securities' rose by 9%, and the intraday trading volume exceeded 30 billion in less than ten minutes of trading.

At 9:40, 'Huaxin Securities' hit the daily limit.

Then, when everyone thought that 'Huaxin Securities', a stock with the core emotional weight of the market trend of the two cities, would inevitably hit the daily limit strongly.

Large selling orders of more than 7 consecutive lots suddenly appeared on the market of 'Huaxin Securities'.

Immediately, the stock price of 'Huaxin Securities' fell from the daily limit position in a flash and returned to the increase position of about 9%.

Moreover, with the surge in selling orders on the stock of 'Huaxin Securities'.

The entire core main areas of 'big finance', 'big infrastructure', and 'military industry' have also seen a large amount of active selling impact.

At the same time, because the market was aggressive at the beginning of the opening, the remaining long power was consumed.

At this moment, the concentrated long forces in the market and the active main buying capital power began to weaken. On the market, the long and short offensive and defensive trends reversed instantly.

At 9:43, the stock market of 'Huaxin Securities' was once again hit by a continuous surge of large sell orders of 45 lots. The transaction volume quickly surged to more than 7 billion. At the same time, the stock price also surged by lots. Under the pressure of large selling orders, it continued to fall, hitting a % increase.

Seeing that 'Huaxin Securities' has no hope of reaching its daily limit.

Seeing countless ambushes in the market in advance, or short- and medium-term profit orders, they all began to sell to take profits at this moment.

Suddenly, other securities stocks with daily limit, Internet financial concept stocks, and even the popular heavyweight stocks and core concept leading stocks of 'big finance' and 'big infrastructure' were flooded with large selling orders.

At 9:44, the stock price of 'Huaxin Securities' fell back to around the 6.5% increase.

At 9:45, the stocks of two heavyweight securities, 'Huashang Securities' and 'Huatong Securities', exploded, while the stock price of 'Huaguo Bank' fell back to about 5%.

At 9:46, the two stocks of 'Flush' and 'Oriental Fortune' hit their daily limit.

At 9:47, the Shanghai Stock Index's increase slipped from the 3% mark, and at the same time, the A50 Index's intraday increase also fell below the 4% increase.

At 9:48, a number of 'Chinese-headed' stocks that had made comprehensive changes at the beginning of the trading session all showed serious long-short differences.

At 9:49, the 'sub-new stocks' sector, which was relatively weak at the beginning of the session, suddenly strengthened.

At 9:50, the intraday trading volume of 'Huaxin Securities' reached 50 billion, the market increase fell back to 6%, and the net inflow of main funds has turned into a net outflow.

At 9:51, the stock price of 'Huaguo Construction' fell back to about 3%, and the market volume was also significantly increased.

At 9:52, the "Eurasian Economic Belt", "Northeast Revitalization", and "China-Japan-Korea Free Trade Zone" concept leader, which had hit the daily limit, and "Yingkou Port" suddenly fell back. The short-term speculation sentiment in the two cities suffered a heavy blow. .

At 9:52, while the 'sub-new stock' sector index continued to rise, the two high-priced stocks in the sub-new stock sector, 'Blue Stone Heavy Equipment' and 'Huake Dawn', fell back to the green market state one after another at this moment, completely Follow the decline but not the rise. At the same time, the active selling force on the market has completely suppressed the buying force.

At 9:53, the stock prices of the two stocks 'Huashang Securities' and 'Huatong Securities' have fallen back to about 7%. At the same time, the intraday trading volume of the two stocks has also exceeded the 20 billion mark.

At 9:54, the high-priced securities leader 'Western Securities' fell back. On the market, a large number of major sellers and sell-offs appeared.

At 9:55, in the banking sector, Yuhang Bank, which had once hit its daily limit, fell back.

At 9:56, the stock price of 'Huaxin Securities' fell back to about 5.5%, and the intraday turnover reached a terrifying level of 60 billion.

At 9:57, the stocks of 'Blue Stone Heavy Equipment' and 'Huake Dawn' fell by more than 2% during the day, and they continued to fall.

9点58分，沪指日内涨幅回落到了2.5%以下，A50指数涨幅回落到了3%左右。

At 9:59, the total main capital trading pattern of the two cities also changed from the previous net inflow situation to a net outflow situation.

At 10 a.m., the trading volume of the two cities exceeded the 4000 billion mark. Compared with the previous trading day and even the previous trading days, the volume was significantly increased, and the trading volume in half an hour hit a record high in the market history.

At 10:01, 'Shanghai Sanmao' also followed the trend and hit the market. Among the stocks with high bids, only a few stocks such as 'Great Wisdom', 'Harbin Investment Capital', and 'Huaxin Securities'... were left.

At 10:02, 'Fushun Special Steel' also fell back.

At 10:03, the increase in the 'National Defense and Military Industry' sector index fell rapidly. Not only did it fall below the 2% increase, but it also failed to hold on to the 1% increase in the market. Within ten minutes, from two cities and one industry It was at the top of the sector growth list and fell to the bottom of the list of industry sectors.

At 10:04, 'Blue Stone Reload' fell to a 5% drop. At the same time, the intraday turnover rate reached 15%, and a large number of major funds holding positions fled.

At 10:05, for the check of 'Huagong International', the market gain fell back to the flat position.

At 10:06, the Shanghai Steel Federation exploded.

At 10:07, the number of stocks that hit the daily limit in the two markets at the beginning of the session has reached 46. It can be said that the differences between long and short are extremely fierce.

At 10:08, the intraday trading volume of 'Huaxin Securities' reached the 80 billion mark, and continued to increase the volume significantly. On the market, tens of thousands of major buy and sell orders appeared in an endless stream, and the confrontation between long and short was extremely fierce.

At 10:09, the high-priced 'Huaxin Securities' exploded. At 10:10, the growth rate of the entire securities sector index has fallen back to 5%. At the same time, the turnover of a single securities sector has reached the 500 billion mark at this moment, which is also a trend of substantial increase in volume.

At 10:11, the stock price of 'Yingkou Port' plummeted to less than 5%.

At 10:12, the intraday stock price increase of 'Flush' fell back below the 5% increase.

At 10:13, 'Great Wisdom' finally couldn't hold on any longer, and was forced to fall back under the massive selling orders from Tianliang.

At 10:15, the Shanghai Stock Index fell back to 2% during the day, and the net outflow of main funds from the two cities increased significantly.

"Damn it, is the market going to fall sharply and pull back quickly?"

At around 10:17, the active hot money groups in Yuhang's main hot money group, where Su Yu was located, were shocked when they saw that more than 50 stocks in the two markets had exploded from the opening to the present.

"It seems that today's profit-taking funds and arbitrage funds on the market have taken advantage of the major market benefits to take full profit and sell."

"Sigh...these main institutional groups still have no structure."

"Yes, in fact, the Shanghai Stock Index is not far from 4000 points. If we continue to attack hard, it is still possible to get there in one go. As long as we cross the 4000 point mark, won't the road ahead be smooth again?"

"Previous expectations were too slow. Now that the big news is coming, follow-up expectations are empty. Although the Shanghai Stock Index is not far from 4000 points, there is no sustained expected support. How can we make a breakthrough? How can there be so much strong incremental funds? Are you here to pull the trigger? So... I think it’s not difficult to understand that the current benefits have been exhausted.”

"Although it's not difficult to understand, isn't this trend too emotionally damaging?"

"It's definitely hurting the mood, but it's hurting the short-term investment mood. From a long-term perspective, I feel that the market's bull market logic still has no problem."

"I agree, short-term shocks are inevitable, but I am still optimistic about the long-term."

"The two high-priced stocks, 'Blue Stone Heavy Equipment' and 'Hua Ke Dawn', fell simultaneously today, and the funds holding positions on the market fully stopped selling at profit. It should be difficult for the market to rise again with these two checks. ?”

"Well, it should be difficult for the market to rise again. In fact, these two checks and this position make it difficult to speculate further."

"The key is the trend of the 'Huaxin Securities' check. The trend of this check is the most important to the overall market trend today."

"Indeed, the check from 'CEFC Securities' has become a bellwether for the entire market sentiment."

"The 'Huaxin Securities' check, today's trend, is really divergent. In less than an hour, the transaction volume is almost 100 billion."

"The transaction volume of the 'Huaxin Securities' check will hit a record today."

“Maybe it will set a historical record for single-day trading volume of A-shares!”

"The turnover of the entire securities sector is quite exaggerated. It is now over 700 billion."

"With such a large transaction volume, I feel that today's securities sector, oh... no, I should say the entire 'big financial' main line sector, is difficult to deal with!"

"The entire market has exploded today."

“It feels like all the short- and medium-term profits and settlements on the market are coming out.”

"I wonder if the main fund products of the 'Yu Hang Series' managed by Mr. Su have followed the selling today?"

"It depends on the situation. Today, the concept stocks held by the 'Yu Hang Group' managed by Mr. Su are quite divergent. It is difficult to guarantee that Mr. Su will not sell them."

"To be on the safe side, we can't place orders today. It's only suitable to reduce positions and take profits."

"Short-term speculation has dropped significantly. More than 50 stocks in the two cities have exploded. At the same time, the leading stocks with high bids have basically all declined. Among them, the two leading stocks of 'Bluestone Heavy Equipment' and 'Huake Dawn' have even more It’s an all-out decline, with no signs of recovery or growth. Isn’t it sheer stupidity to continue trading under such a situation?”

"The funds that rushed in following the good news in early trading today will most likely be trapped in the short to medium term."

"With such a large trading volume and such a big divergence on the main line of 'Big Finance', there is a high probability that it will not be able to return to the high point at the beginning of the session."

"I feel that in addition to the increasing differences in the market today and the large-scale profit taking on the market, there is another phenomenon worth noting, that is, in the 'big finance', 'big infrastructure', 'military industry', and 'film and television media', etc. When the core main lines that rose sharply in the early stage fell across the board, stocks in main line areas such as 'mobile Internet', 'smartphone industry chain', 'big consumption', 'cycle', and 'medicine' did not follow the correction. Moreover, in these main areas, there are many high-quality leading stocks, and there are obvious signs of major capital inflows."

"Are you saying that the market is switching between high and low after the main line of 'big finance' expectations are fulfilled?"

"It's very much like the market trend switching between high and low."

"Yes, it is absolutely possible to move in this direction. After all, while the basic logic of the bull market is still there, the funds withdrawn from the main line of 'big finance' to cash out profits will most likely not leave the stock market directly, but will inevitably They will choose areas that are more undervalued and have a cleaner chip structure to continue trading. However, within the current market, areas with relatively clean chips are such as 'mobile Internet', 'smartphone industry chain', 'big consumption', and 'cycle'. ', 'Pharmaceutical', 'Coal', these are the stocks in the main line fields that have been adjusted for a long time in the past, or are they still hovering at historical levels?"

"It makes sense. You can try to cut it in from this direction..."

With the rapid refresh of news in the group, and with the active hot money tycoons in the group, real-time and in-depth interpretations of the market conditions of the two markets.

The market trading hours continue to move forward.

It's exactly what these hot money tycoons discussed...

'Big Finance', 'Big Infrastructure', 'Military Industry', 'Film and Television Media' and other relatively high-level core popular main lines, the differences between long and short funds on the market are getting bigger and bigger, and the trading volume is also exploding more and more, and the corresponding core weights Stocks and concept leading stocks also continued to fluctuate and fall amid the huge competition between long and short funds.

On the other hand, look at relatively low-level main areas such as 'mobile Internet', 'smartphone industry chain', 'big consumption', 'medicine'...

In the case of a large number of popular mainline main funds flowing out, and the speed of outflow is still accelerating.

In these main areas, a number of high-quality industry leading stocks, high-quality performance and growth stocks, and main funds are gradually and slowly flowing in.

Of course, due to the sharp retracement of the index.

The corresponding component stocks in these main line fields, with the main funds slowly flowing in, the stock prices have continued to fluctuate and fall, but they have not fallen as much as the constituent stocks in the core main line fields, and the long and short trading has been so intense. That’s all. (End of chapter)