The male god of magic capital

This time, Chengtian Holdings was caught short, and the A shares also skyrocketed, making Liu Canghai anxious.

"This is how to do?"

"Hey, I don't know, it's unlucky." Wang Haitong said.

"It's gone up too fast today." Shen Dayuan sighed: "There is still a lot of good news in the market. Next, the stock market will continue to rise sharply, and the stock price of Chengtian Holdings will also continue to rise sharply."

"Look at the news, hey, it's all good news."

After reading the news, everyone was lost in thought.

Today, the market is still flooded with news that is good for the stock market, forming a natural contrast with yesterday.

Mingbo looks at the market: the midline rebound market has started

In early trading, the three major A-share stock indexes rose across the board. The Shanghai Index rose by more than 2% and broke through the 60 line, continuing to fill the gap. The ChiNext Index rose by more than 3%. There were more theme stocks. There were more than 70 daily limit stocks in the two cities, and the concept of OLED was staged In addition, under the leadership of Moutai, many consumer white horse stocks such as liquor, medicine, food and beverage, etc., have reached record highs.

Caixin.com: You have to make a decision under the big news
At the end of April, it is recommended to reduce positions intensively, and at the end of May, it is recommended to increase positions intensively. From the end of June to the present, it is recommended to focus on lightening up again! !Perhaps, you think that the big news here is good, the index has regained 4 points, and the bull market is coming again.I don't deny it, but phased operations still have to be done according to strategy. Concentrated increase in positions at the end of May, let’s make a profit first and then talk about it!

Daily limit: the midline rebound market has started

The next rebound in the market will be at the mid-line level, and the cross-cycle will be above the monthly level. Everyone pay attention to grasping it.The market opened high and moved high in the early trading, and the funds on the market were well accepted. Under the healthy operation of the market, it is expected to continue to be maintained in the afternoon.

A-shares have entered the "money-picking mode" today

Haitong Macro Jiang Chao believes that in 2019, China's stock market began to emerge from the bull market pattern. In the first half of this year, the CSI 300 Index rose as high as 27%, especially the emergence of China's core assets represented by blue chips and consumer stocks.Why can core assets rise?In fact, it lies in the two major policy dividends of deleveraging and tax cuts.

Deleveraging has reduced ineffective capital demand and lowered the level of risk-free interest rates, which has prevented the undervaluation of China's stock market from falling, and even rebounded.

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Bosera Securities: In the second half of June, the market benefits gradually accumulated, and the index bull market was not damaged, and many white horse stocks hit record highs. In the final game in June, the market performance was sluggish.

A shares will get off to a good start in July.

On the disk, the index market dominated by big blue chips has been further strengthened, but the subject stocks such as consumer electronics, garbage classification, and 5G concepts have also performed well.The broader market returned above the 60-day moving average, and the gap was partially repaired on May 5. Investors are advised to avoid subject stocks with excessive short-term gains; focus on stocks that are relatively lagging behind in the blue-chip stocks in the broader market.

Li Daxiao, Global Research and Investment Department of Chengtian Holdings, said that from the perspective of news, capital, trading volume, individual stocks in the sector, and foreign capital trends, everything is reincarnated. The second half of the year should be like the first half of the year. There will be another wave of market prices, and even break through the previous one. The high point of half a year is moving towards the high point of last year!If you do not operate well in the first half of the year, you must work hard to grasp the market in the second half of the year!
"The market is full of good news. I think the stock market will continue to rise with a high probability." Liu Canghai frowned.

"The food sector has gone up so fiercely today that our traders have been trapped." Liu Changyuan sighed.

Liu Cangshan asked worriedly: "What should we do now? Will the share price of Chengtian Holdings continue to hit new highs?"

Wang Haitong looked a little terrified: "Shouldn't it be possible? Hey, I'm a little panicked!"

Shen Dayuan's expression was angrily: "This stock market is too weird. It was still fluctuating at a high level yesterday, and it would drop sharply at any time. Today it skyrocketed so violently!"

Liu Canghai: "I asked the little crocodile what they think in the group chat."

In the group, Liu Canghai said: "Everyone, the stock market is in good news right now. Today's stock market has skyrocketed very violently. The probability of a big drop in the future is relatively small. I don't know when it will fall. What do you think?"

Fang Xinyu: "I plan to withdraw first and cut the meat first, otherwise, if the stock market continues to skyrocket, the assets managed by Chengtian Holdings will continue to skyrocket, and the stock price of Chengtian Holdings will continue to hit new highs."

Li Guanfeng: "I didn't expect that the stock market was still falling yesterday, and the stock market, which seemed to be about to fall at any time, rose so fiercely today."

Zhang Zhihan: "Last night, there was some good news about the global stock market in the United States. Today, foreign hot money poured in again, and many institutions also bought aggressively."

Xiao Xinyi: "There is indeed a lot of good news in the market now, which is not good for us to short Chengtian Holdings. I also agree to withdraw first."

Liu Changyuan carefully analyzed the market and reprinted a technical analysis article.

"In this market, Zhongyang broke through and hit a new high in the near future. The bullish atmosphere once again condensed, and the market's long-term energy was further catalyzed. It is expected that technology stocks will become active repeatedly in the later stage and become the core force of the bulls. Looking back at today's market, the market is at With the improvement of the external environment, there was a sharp rise. The Shanghai index broke through the pressure of the 60-day moving average in one fell swoop. The highest point was 3045 points and the gap of 3050 points was almost covered. The intraday profit effect was very good. More than 5%, indicating that the bullish atmosphere in the market is very good, and the technology stocks we clearly pointed out last week have become the core driving force of the market."

Liu Canghai: "Then let's cut the meat tomorrow. Hey, there are too many people in the market who are optimistic about the stock market!"

On the Internet, investors in the market are very optimistic about the next stock market.

"I'll go, today the stock index rose 2.22%, rose 66 points, and closed at 3044 points. What a good double number, it looks good no matter how you look at it!"

"Today is the second day of July, and the successful start of the red-hot start not only kicked off the "seven turnaround" market, but also kicked off the rising market in the second half of the year!"

"In fact, from a fundamental point of view, of course, the good news on the weekend stimulated today's surge, which is equivalent to bringing the external environment back to the favorable situation at the beginning of the year, providing a very good loose environment for A shares."

"Haha, you have to be hard on your own to strike an iron, and the A-shares themselves have already made preparations. The "five poor and six endless" broke the law of "five poor and six absolute". The law, "If there is no end, there must be a rise" should also be realized!"

A big financial blogger: "I put forward a point of view in June: "The market is expected to resume the bull market at the beginning of the year." The point of view is further confirmed."

"Today is the first day of the second half of the year. The feeling of reincarnation is getting stronger and stronger, and the probability of resuming the bull market is getting higher and higher."

"Haha, the news has greatly improved, which is very similar to the beginning of the year. At that time, internal policies were favorable and external negotiations went smoothly, which provided soil for A shares to rise."

"In terms of funds, the previous financial year ended at the beginning of the year, and now the semi-annual fund settlement is over, and the funds are in the most relaxed period."

"From the perspective of transaction volume, it is steadily increasing. Today, the transaction value of the two cities has exceeded one trillion yuan. The two trillion yuan transaction volume at the beginning of the year was achieved step by step in this way."

"From the perspective of the sector, the pattern of blue chips leading the rise and small and medium-cap stocks following the rise has reappeared. The benchmark blue chips represented by Maotai Group, Wu Liangye, and China Ping An continue to hit new highs, like a banner, leading the direction of other stocks! "

"The Hong Kong stock market is closed today, and the Shanghai-Shenzhen Stock Connect is closed. Otherwise, there will be a large inflow of foreign capital today. If one is added, it means that foreign capital will take the lead in buying bottoms. In June, I reminded every day that foreign capitals took the lead in buying bottoms, which is very similar to the market at the beginning of the year. , In the end, domestic capital followed the trend and entered the market, which promoted the bull market in the first half of the year." A financial blogger on Weibo has plausible words.

"Dema, everything is reincarnated. The second half of the year should be like the first half, and there will be another wave of market prices. It will even break through the high point of the first half of the year and move towards last year's high point!"

"The first half of the year and the second half of the year each have a wave of market prices, so if the market for the whole year is connected together, then this year will be a very good bull market, and the second half of the year will continue the bull market of the first half of the year."

"Then the life of our stockholders will be easier! Last year fell from the beginning of the year to the end of the year. Although there was a large correction in the middle of this year, from the perspective of the whole year, if the second half of the year meets expectations, then this year will rise from the beginning to the end of the year. Compared with last year exactly the opposite."

"Brothers can really be more optimistic and invest more actively in the market. It is still yesterday's point of view: if the first half of the year is not operated well, we can learn from experience and try to grasp the market in the second half of the year. In this way, when this year is over, we can No regrets, a good harvest year!"

Chengtian Holdings, Luo Cheng watched so many people continue to be optimistic about the stock market, a smile appeared on the corner of his mouth.

Now the stock price of Chengtian Holdings has risen to 5.2 yuan a share, and if Little Crocodile, Fang Xinyu, Liu Canghai and others cut their flesh, they can continue to rise sharply, so he doesn't have to worry about it.

But the next stock market may not continue to rise sharply. Today's surge may be the highest peak in the next month.

Thinking of this, Luo Cheng said: "Starting tomorrow, slowly sell the stocks in the medical sector and food sector for me, reducing from 90% of the position to 30% of the position."

Today's A-shares skyrocketed, and the asset scale of Chengtian Mixed Pioneer has reached 1600 billion, while the scale of Chengtian Private Equity Fund is around 630 billion.

Calculate the scale of 2230 billion.

Of course, Chengtian Private Equity Foundation has long-term holdings of Zhifei Biotech, Hengrui Medicine, WuXi PharmaTech, and Mindray Medical.

However, Chengtian Mixed Pioneer needs to reduce its holdings from 90% of its positions to 30% of its positions.

"Shareholders are optimistic about the stock market, let's get out, and start selling stocks in an orderly manner tomorrow!"

"Yes, BOSS!"

The next day, July 7rd.

The stock market opened, stockholders, institutional traders, and many fund managers were still buying stocks, but Chengtian Mixed Pioneer began to reduce its holdings.

You carnival, I run first!