The investment era of rebirth

In addition to the indexes that fluctuated sharply throughout the day and finally closed down, other popular main lines, various industry sectors, concept sectors, and the performance of popular stocks.

I saw that the core main lines of 'big infrastructure', 'big finance', 'military industry', and 'film and television media', which were wildly pursued by the majority of investors and institutional funds in the early stage, suffered heavy setbacks today. Their corresponding concept sectors, Industry sectors have opened sharply higher, and then all ended lower.

Especially the 'National Defense and Military Industry' sector, which rose by more than 2% at the highest level during the session, only to drop by 2.49% at the close.

Such sector index amplitude has set a new record for this sector in the past one or two months.

As for the securities sector in the main line of 'big finance', although it still maintained a slightly red closing situation, the intraday amplitude of the sector index also reached more than 5%. At the same time, the turnover of the securities sector also exploded to 2000. billion, setting a new high in the history of this sector.

As for the performance of popular stocks...

Many market investor groups have paid close attention to the stocks, and the popular stocks that were among the most popular in the two cities have recovered from the daily limit and closed slightly in the red during the day.

Of course, there are also many stocks that have fallen below their limit, such as 'Huake Dawn' and 'Blue Stone Heavy Equipment'.

And the trend of 'Yingkou Port' has been followed by two or three popular stocks.

What deserves special attention is the stock of 'Huaxin Securities'.

The stock of 'Huaxin Securities' has a total transaction volume of 312.57 billion today, setting a new record high in transaction volume. It also set a new high in the single-day transaction volume of a single stock in the history of A-shares. Of course... more importantly, It was this check that failed to reach the daily limit when the transaction volume exploded to more than 300 billion. Instead, it only closed in the red with a slight increase. This had a very bad impact on the overall investment sentiment and investment confidence of the market.

In addition to the unexpected performance of many main lines, industry sectors, concept sectors, and popular stocks.

Overall, a total of about 11200 trillion yuan was transacted in the two cities today. Compared with the transaction volume of the two cities last Friday, the scale has almost expanded by 1000 billion yuan.

This scale of transaction volume has once again set a new high in the history of the two cities.

After the close...

The vast investor groups inside and outside the market are faced with the closing situation of the two cities.

In particular, I saw the "Yingkou Port" with "Tiandidi" falling to the limit; I saw the "Bluestone Heavy Equipment" and "Huake Shuguang" falling to the limit; I saw the "Huaxin Securities" with a turnover of more than 300 billion; I saw the "Flush" that was almost falling to the limit. ; Seeing that all the popular main-line related sectors and related stocks of 'big finance', 'big infrastructure', 'military industry', and 'film and television media' all surged higher and fell, and the volume increased significantly, I saw...

Everyone is very disappointed with the closing outcome of today's market.

After all, the central bank lowered interest rates and reserve requirements today.

Under the stimulation of this super positive news, the market did not turn red. Moreover, as the main areas of 'big finance' that directly benefited from the central bank's interest rate and reserve requirement cuts, the securities, banking, insurance, and Internet finance sectors all went out of sharp highs. Open, then explode and then fall back in a trap trend.

This makes countless investors unable to understand and at the same time very disappointed.

"Hey, who is ruining the market trend today?"

After the market closed, many retail investors gathered in major stock discussion forums and communities across the Internet to raise this question.

They really don't understand why the market went bad despite the big gains, and why the main line of 'big finance' was so strong in the past, but suddenly collapsed under the stimulation of the good news?

"It feels like the ones who are selling today are main funds, profit-taking, unwinding...all kinds of funds, right?"

"I'm speechless. Today's huge gains, the index, and the popular main lines have all turned out like this. Alas... I even chased my position in the morning, and now I'm really losing money."

"In the morning, the market almost fell to the daily limit of 30 stocks. When the market closed, there was not even a daily limit of stocks. It was simply..."

"More than 60 stocks hit their daily limit throughout the day. This is a record, right?"

“This is not the only thing that made history in the market today.”

"Yes, the transaction volume has also reached a record high, with a transaction volume of more than 11000 trillion. Before, it was simply unimaginable. Of course... what is even more unimaginable is that under such a huge amount, the market could not move. Come out and get the market.”

"The main reason is that the check from 'Huaxin Securities' has had too great an impact on the market."

"There are also market trends of the two checks 'Blue Stone Heavy Equipment' and 'Huake Dawn', which have an impact on the market's short-term capital speculation sentiment."

"Yes, the trend of these three checks is not good, which can be said to have seriously affected the development of the market."

"'Bluestone Heavy Equipment' and 'Hua Ke Dawn', the two big monster stocks, both fell to the limit today, which is actually understandable. After all, these two stocks have indeed risen a lot since this period of time. , the funds on the market are concentrated to cash in profits. It is understandable that the key is the check of 'Huaxin Securities'. Have you ever seen a stock with a turnover of more than 300 billion? This is simply too exaggerated. How can such a huge amount be exploded? Can it?"

"The trading volume performance of 'Huaxin Securities' today really blinded me."

"I still remember that at the beginning of last year, the trading volume of the two markets was only tens of billions. Unexpectedly... now the trading volume of a 'Huaxin Securities' stock can be equal to the bottom of the market during the bear market. The entire The turnover of the market is over."

"With such an explosive transaction volume, a lot of the main funds within 'Huaxin Securities' should have been sold out today."

"They are all funds without structure!"

"Yes, the divergence in the entire market today can be so huge. It can be said that half of the reason is due to the check of 'Huaxin Securities'. If the divergence of this check was not so big, maybe the securities sector would have been better in the early trading." When the time comes, we just pull it up, and a collective daily limit appears.”

"It's not just the 'Huaxin Securities' check, but other checks also have a great impact."

"In the main areas of 'big finance', 'big infrastructure' and 'military industry', the intensification of differences among heavyweight stocks started with 'Huaxin Securities'. As for the collapse of short-term speculation in the entire market and the subsidence of the enthusiasm of follow-up funds, then It obviously started in the afternoon when many popular stocks exploded, as well as 'Blue Stone Heavy Equipment', 'Huake Dawn' fell to the limit, and 'Yingkou Port' went sky-high."

"No matter how you put it, no matter how you analyze it, today's market conditions and the entire disk situation are indeed bad."

"It depends on whether it can be repaired tomorrow. If it cannot be repaired quickly, I feel that the market's continued adjustment... is really coming."

"With such a large market turnover, if we want to repair it, don't we have to continue to explode in volume?"

"I feel that today's market turnover of 11000 trillion is the limit of the current active capital group."

"I agree. In the short term, it should be difficult to continue to increase in volume, right?"

"Well, if there is no support for further volume explosion, then according to today's market trend, there is a high probability that the Shanghai Stock Index will fluctuate back and fall back to the moving averages below."

"Originally, there was hope of crossing 4000 points, but the main force was not united and some funds had no structure at all."

"In fact, in the end, it is still the popular main areas of 'big finance', 'big infrastructure', 'military industry', 'film and television media' and 'sub-new stocks'. The recent profits and settlements have been too heavy." , so a lot of funds will take advantage of the favorable conditions to ship goods.”

"Yes, the previous expectations were too much." "If there had been an adjustment earlier, there is a high probability that the market trend will be different today."

"I didn't adjust my life and death before, but I only adjust now. Alas...it's really hurtful."

"In the past, the profit-making capital group in the market, even if they wanted to sell on a large scale, did not have so many orders to accept the goods, but it is different today. Under the heavy stimulus of the central bank's interest rate cuts and reserve requirement ratio cuts, the market today The market acceptance can be said to be very strong, and major funds from all walks of life are selling heavily, so there is no need to worry about liquidity problems, so...that is why today’s general trend of rising and falling has been caused.”

"However, today's 'big consumption', 'mobile Internet' and 'smartphone industry chain' lines have risen, especially the 'big consumption' line, which actually led the rise."

"Buy consumption and medicine when weak, buy finance and technology when strong, haven't you heard of this sentence? The market has adjusted at a high level, and many popular stocks have surged higher and fallen back. The money-losing effect of the market has gradually become apparent. Under such market trends ...It is also common sense for funds to choose hedging and purchase consumer and pharmaceutical stocks!”

"However, the core lines of 'big consumption', 'medicine', 'mobile Internet' and 'smartphone industry chain' have indeed been adjusted for long enough. I think... the market may switch between high and low next." ', and type out the market forecasts for these lines."

"It seems like it took long enough to adjust."

"I hope it can step out and take over the main lines of 'big finance' and 'big infrastructure'. Otherwise, the index's adjustment space and time will be relatively long."

"Today's trend is not optimistic, but there is no need to be pessimistic."

"Yes, overall, the bull market pattern of the market has not changed at all."

"If the central bank cuts interest rates and reduces reserve requirements, in the medium to long term, should it be obviously beneficial to the market trend?"

"That's for sure, at least it can bring trillions of incremental funds to the future market."

"That's good, that's good... As long as the bull market pattern doesn't change and the market adjustment is a benign adjustment, then let him go. Anyway, I won't move with the chips, and the main force will fluctuate at will."

“You must have the confidence to hold shares!”

"Let's smash it. Let's see where the main funds that smashed the market today can hit it? If you don't believe it, you can still hit it back to 3000 points."

"Haha, maybe I can get back 3000 points?"

"It would be better if you can step back. I will sell my house to increase my position."

“As long as the macro economy is improving, as long as the overall market liquidity continues to increase, as long as the confidence in the bull market is still there, and as long as the Shanghai Stock Exchange Index is still in the bull market range of more than 3000 points, then I will bite the chips in my hand and hold on. Don’t you believe that the main funds that sold today will not buy stocks in the future? As long as they continue to buy, the market will continue to rise sooner or later.”

"It makes sense, what the hell...I won't sell it anymore. The main force has the ability to smash the 'Western Securities' check back to the bottom position when it rose."

"Actually, you can think about it from another angle. Today, more than 300 billion of the funds on the market were spent on the 'Huaxin Securities' check, and it just ended up like this. It didn't even hit a green plate. This shows that the market The inheritance effect is still very strong, which also shows that even if the market adjusts, it will probably not fall too deep, and it will rise back sooner or later. The time of our retail investors is not important, and there is no cost. Just wait. .”

"Haha... Indeed, as long as the trend does not break, just hold on and wait, sooner or later it will hit a new high."

"It's a pity that today's 'Huaxin Securities' check will not have the Dragon and Tiger ranking data disclosed, otherwise... it might be quite exciting."

"Today, the intraday fluctuations of many stocks have amplified to more than 10%. 'Huaxin Securities' will definitely not be on the Dragon and Tiger list. However, other popular heavyweight stocks in the main areas of 'Big Finance' and 'Big Infrastructure' will definitely There will still be a few on the Dragon and Tiger list, and then... we will be able to see who is selling today."

"This check from Western Securities should be on the Dragon and Tiger list today, right?"

"There are also checks such as Great Wisdom, Yingkou Port, and Shanghai Sanmao. They should not be able to escape the disclosure of the Dragon and Tiger list. Of course, the two checks of 'Blue Stone Heavy Equipment' and 'Huake Dawn' are also bound to be on the list."

"The dragon and tiger rankings of the two cities should also be quite exciting."

"Today I hope that the trading seats of Mr. Su's 'Yu Hang Group' can continue to be invisible on the list."

"If the market volume can be expressed, it won't be the main money of the 'Yu Hang Department' controlled by President Su, right? If it was President Su who smashed the market today, then...it's over."

"It shouldn't be possible, right? Mr. Su is still very organized."

"That's not necessarily true. The funds of the 'Yu Hang Group' managed by Mr. Su began to intervene on a large scale when the Shanghai Stock Exchange Index reached 2000 points, and they increased their positions on a large scale when the Shanghai Stock Exchange Index reached 3000 points.' Big Financial 'The chips for this core main line are really profitable, and the 'Yu Hang Series' capital group is a private equity institution. Private equity institutions need net worth settlement at the end of the year, and it is difficult to guarantee Mr. Su's 'Yu Hang Series' funds today. There was no smashing.”

"If it is true that Mr. Su's 'Yu Hang Department' funds are selling on a large scale today, then I will have to reduce my position tomorrow."

"Whether it was Mr. Su's 'Yu Hang Department' funds that ruined the market or not, we will all know when the market ranking data comes out."

Amidst the extensive discussion among retail investors across the Internet...

Time moved forward rapidly, and soon it was around 5:30 pm.

I saw the updated balances of the two cities and the two cities were released. At the same time, the data on the dragon and tiger rankings of the two cities were also refreshed simultaneously at this time.

According to data disclosed by the two cities.

In terms of the balance of financing and financing, the financing balance of the Shanghai stock market increased by nearly 60 billion today, while the financing balance of the Shenzhen stock market increased by more than 30 billion, and the total financing balance increased by nearly 100 billion.

This increase in financing balance clearly exceeded the expectations of the majority of investors in the market.

After all, an increase in financing balance of 100 billion has not been seen for a long time.

Such a large increase in the financing balance also illustrates that the vast investor group in the market still has great confidence in the market outlook at this position, is willing to continue to increase positions and buy chips on a large scale at this position, and also agrees that the market is bullish. Morphological pattern.

After discovering that the financing balance of the two cities exceeded expectations.

Originally, there was some low bullish sentiment in the market, and many investors who were a little worried, but now their confidence has somewhat recovered.

but……

When everyone's eyes continue to focus on the disclosed dragon and tiger lists of the two cities.

When everyone saw that more than 50 stocks in the two cities were on the Dragon and Tiger list.

When everyone saw that the long-lost "Yu Hang Group" capital trading seats, namely "Fortune Road", and the two major institutional seats related to "Fortune Road" appeared on the trading seats of more than 8 stocks at the same time, especially They all appear in the main selling position of relevant weight stocks.

The little confidence that everyone had just regained in holding positions suddenly fell again. (End of chapter)