The male god of magic capital

Chengtian Holdings, in the trading room.

Everyone was excited.

The stock market is still falling sharply today, and everyone has bought enough stocks in the food and beverage sector.

Now the task has been completed, and the food and beverage sector fund under Chengtian Mixed Pioneer has completed its position building.

The liquor industry has allocated assets of about 180 billion.

The non-liquor industry has allocated about 90 billion assets.

The leisure food, food processing, seasoning and fermented products, beverage and dairy industries have assets of about 180 billion.

Calculated to allocate 450 billion assets in the food and beverage sector, the rest is 50 billion cash flow, and the position ratio is 90%.

This big bargain hunting can be said to be like a wolf that has been hungry for a long time, and is full at once.

"The institutions that sold the food and beverage sector don't know whether they will regret it in the future."

"Haha, they sold so many stocks, we bought them all."

"The market hasn't closed yet in the morning, and we've finished everything ahead of schedule, haha."

"This round of stock market plummet, it's really cool to buy the bottom!"

"I don't know how the stock market will go next!"

"Maybe it's almost bottoming out!"

"I don't know if it will continue to fall at the opening of this afternoon."

"The selling orders on the food and beverage sector have basically been eaten up by us, right?"

"I feel that the food and beverage sector is about to rise in the afternoon, especially the liquor sector." Mo Changliang said: "The Moutai Group and Wuliangye Group have fallen too far."

In recent days, the stocks of Moutai Group and Wuliangye Group have been the two most severely sold stocks.

The stock price of Moutai Group fell to the 900 yuan area, and that of Wuliangye Group fell to the 100 yuan area.

"Hey, fortunately we didn't allocate the stocks of Maotai Group and Wuliangye Group before. These two stocks have fallen too sharply, and it is difficult for our funds to go in."

"Yeah, with such a large trading volume and fierce selling orders, our funds can't sustain it."

"It would be great if the stock price continued to fall. In the future, Chengtian Private Equity Fund can raise funds to buy it."

"Haha, that's right, Cheng Tian Private Equity Fund hasn't raised funds for a long time."

"Hey, it's not just the Moutai Group, Wuliangye Group can raise funds to hunt down the bottom line. Haitian Flavor Industry and Yili Stock can also do it!"

"Yeah, I'll go, I saw that the share price of Yili shares has plummeted today."

"I'll go, many funds have suffered heavy losses on Yili shares."

Then a trader pointed to the latest news reports.

[Yili shares fell by more than 14%, and 103 funds including Orient Securities Asset Management Xingquan had large floating losses]

Yili shares fell 14%, and the current price is 28.25 yuan, the largest intraday drop in the past year.

The company announced the restricted stock incentive plan after the market yesterday, and plans to push the stock incentive plan at a discount of 50%.

Consulting wind data shows that the second quarter report data shows that the number of Yili shares held by institutions as a whole has decreased from 261867 million shares at the end of the first quarter to 89886 million shares, while fund holdings have increased from 75619 million shares to 84821.36 million shares. 103 funds The daily floating loss of the institution exceeds 20 billion.

At this time, a trader said, "Is the Yili shares falling too sharply?"

"What the hell is going on!"

"Why did it fall so hard?"

A trader analyzed: "Under the background of consumption upgrades, it is expected that the valuation of blue-chip core assets will reach a high position, and many institutions hold heavy positions. I think the price/performance ratio needs to be re-evaluated in the short term."

At this time, Zhaoshang Securities issued a statement: "Resume follow-up on Yili shares, with a strong buy rating and a target price of 35 yuan. We will wait and see how Yili shares will perform in the future.

"This Zhaoshang Securities probably wants to sell it?"

"This is not clear?"

"If they sell it, we just raise funds to buy it, haha!"

"Yeah, we just bought it."

····
At this time, the morning market is also closed.

Midday financial report: Affected by the sharp drop in the external market, the three major stock indexes collectively opened lower in early trading, and the Shanghai stock index fell below 2800 points. There are only more than 3 of them.Near the close of the morning, the market reversed slightly, and the brokerage sector changed, but the market was still very weak.The sectors in the two cities are all green, and there are less than 100 daily limit stocks in the two cities.

Many retail investors in the market are anxious.

"The A-shares have fallen so badly."

"When will it end?"

"I'm trapped. If it doesn't rise again, I'm afraid I won't be able to support it."

"I beg the big A to go up quickly!"

"Why doesn't this Chengtian mixed pioneer enter the market to buy the bottom?" Someone left a message under the comment of Chengtian Holdings: "When will the Chengtian mixed pioneer enter the market to buy the bottom of the stock market?"

At this time, someone replied with a sneer: "Chengtian Mixed Pioneer has entered the market to buy the bottom, and has been trapped in the food and beverage sector. Take a look at the stock price of Chengtian Holdings. It has fallen by another 3000 yuan today, leaving 4.2 yuan a piece." Shares, hehe, the market value is still 420 billion, this round of stock market bearish, the assets of Chengtian Mixed Pioneer, and the assets of Chengtian Private Equity Fund have shrunk, which can no longer support the inflated stock price of Chengtian Holdings, plus Chengtian The subsidiaries under the holding company are all engaged in business wars and have been burning money, hehe, the stock prices of Chengtian Hotel Group, Chengtian Food Group, and Chengtian Catering Group have also fallen terribly, haha!"

"The stock price of Chengtian Holdings may fall below 40000 yuan per share."

"I'm not sure about this, Wahaha, I think it will definitely fall below 40000 yuan per share."

"This Chengtian Holdings still has a lot of cash, and I don't know if I dare to buy the bottom of the medical and biological sector!"

"Hey, I guess I entered the market to buy the bottom, and then I got caught!"

···
Chengtian Holdings, trading room.

"Boss, are we going to buy the bottom of the medical and biological sector?"

"Currently Chengtian Holdings still has a lot of cash, nearly 980 billion, should we enter the market to buy the bottom?"

"The stock market will definitely continue to fall this afternoon, and it may be good to enter the market to buy bottom."

Luo Cheng thought for a while and said: "Then start buying the medical and biological sector, but be slow, you don't need to invest 900 billion in one go, the medical and biological sector can't bear that much money, I hope to buy the whole medical and biological sector at a low level. biological plate."

"Yes, BOSS!"

Time flies, and after the market opened in the afternoon, Chengtian Mixed Pioneer began to buy bottoms in the medical and biological sector, and other institutions also bought bottoms in other sectors after seeing it.

A large number of short positions were liquidated, including short positions on stock index futures.

The broader market turned around and rose.

The medical and biological sector also rose!
With the funds to buy the bottom, the stock price of Chengtian Holdings soared!

The securities sector also rose!
The liquor sector rose!
···
Sohu Finance: [Shanghai index bottomed out and rebounded, and stocks on the Science and Technology Innovation Board retreated sharply in late trading]

In the afternoon, the three major stock indexes stabilized and rebounded, and the decline narrowed. The GEM Index regained its position at 1500 points. On the market, the brokerage sector took the lead, the liquor sector strengthened, and the sub-new stocks recovered. Slightly heavy volume, market sentiment warming.

The three major A-share stock indexes showed a trend of bottoming out, and the Shanghai stock index fell below 2800 points at the opening and fell below the annual line.In the afternoon, the two major heavyweight sectors of securities companies and liquor worked together to narrow the decline in the index.

As of the close, the Shanghai Composite Index was at 2777.56 points, down 1.56%; the Shenzhen Component Index was at 8859.47 points, down 1.39%; the ChiNext Index was at 1507.91 points, down 1.53%.

On the disk, the brokerage sector performed strongly, with Great Wall Securities up 6.25% and Hongta Securities up 5.25%.

Stocks on the Science and Technology Innovation Board retreated sharply in late trading.As of the close, among the first batch of 25 stocks on the Science and Technology Innovation Board, only BLT rose by 1.40%, while the rest all fell, with 13 stocks falling by more than 10%.Aerospace Hongtu and Xinguang Optoelectronics fell more than 14%, and Tianzhun Technology, World, and Fangbang shares fell more than 13%.

Various organizations have expressed their opinions.

Orient Fund: Rapid suppression is conducive to the early bottom of the market
The market uses external forces to quickly drop and continue to determine the bottom. In the short term, it is still a process of finding the bottom, but the general direction is still upward. Don’t panic just because it falls. The most important thing in stocks is to determine the direction.

Huatai Fund: Do not hand over bloody chips

Brother Bin can tell you very clearly from the difference between this morning and this afternoon, including this morning, he actually said that below 2800 points is not short, so today is really a good day worth buying, revenge Sexual rebounds start at any time, don't get off easily, let alone hand over bloody chips easily.

Guotai Fund: There are two points to pay attention to in the rebound tomorrow
The rebound of the market today is basically in place, and the rebound should be the main focus in the next few days, at least to fill up the downward gap today, but the trend of the market has gone bad, and the external environment is still unclear. The trend continues to deteriorate, and there will be callbacks after the broader market rebounds.

Dah Sing Fund: See if the V-shaped bottom is unfolding
Today, after the market bottomed out and rebounded, the market began to see micro-service volumes appear. This is a good thing, which means that funds are beginning to pay attention to and recognize the value of the current area.With the micro-service release of funds and the emergence of continuous oversold gaps, the market should usher in a short-term rebound, and the rebound should first be based on gradually filling the gap.

East Asia Fund: Accelerating the bottoming hints that the bottom is approaching

In terms of short-term strategy, the market will remain in a pattern of shocks and adjustments. Don’t always fantasize about rising and fantasizing about Changyang. Without major positive conditions, Changyang will not easily rebound. There may be a backlash but the strength will not be strong.

Jardine Fund: Complete the layout before the middle of the year and wait for the rise

The market as a whole is already at the bottom of the pit, and the area around 2682 points is the key point range. Pay attention to its support in the next few trading days.If you enter a range close to this range, you must dare to buy bottoms with heavy positions.

Lion Fund: Does the doji herald a major turning point?
It can be seen from today's disk that after two consecutive weeks of activity on the Science and Technology Innovation Board, the first dive occurred in the market this afternoon. Although there will be recurrence in the later period, the profit margin has already been squeezed.On the main board side, the Shanghai stock index fell 85 points in early trading and only reversed after 2733 points. In the later period, we will focus on whether opportunities will gradually switch.

Tianhai Fund: Tomorrow, it will first suppress and then rise, and Xiaoyang will rebound

Calculated from today's intraday low point to the closing point, the intraday stock index rebound has reached nearly 44 points. If tomorrow continues to rebound from the small positive line and weak positive, then the short-term rebound space is already considerable. In a weak market, be careful to rebound in one step and go directly Consumed.

Canghai Capital: Tomorrow, the sideways market will be repaired and the 5-day moving average will move down

The recovery of the market in the afternoon is actually relatively strong, and it is also a good thing for tomorrow. The outflow of science and technology innovation funds in the late trading is also good for the return of the main board.At least tomorrow's atmosphere will not be too bad. There is a high probability that it will be a trend of balanced shocks and waiting for the 5-day moving average to approach. After that, we will see whether a double bottom is formed or a secondary acceleration sees the oversold bottom!

Changyuan Fund: There is a probability of a rebound but no high expectations

The shape of today's K-line is very stop-falling, not only is it another "false positive bottoming out" signal, but also constitutes a "single-needle bottoming out" pattern.It should be noted that the "single-needle dip" is actually related to the trend. Today's "golden needle" is obviously in a downward trend, and there is a high probability that it will only constitute a rebound rather than a reversal.

····
Many funds in the market have expressed their opinions, and the sharp rise in the afternoon session gave investors a burst of stimulant.

"Today I received a super long doji, just like a cross, I hope this is the beginning of the salvation of A shares..."

"The U.S. stock market once again shook the global stock market last night with the largest drop in the year, especially the Asia-Pacific market opened sharply lower in the morning. The CSI 3 Index even fell nearly 1000% at one point.”

"So market sentiment has a great influence on the short-term trend. Behind the beating of numbers and curves is the fighting of funds, and it is people who operate funds, and in the end it is human emotions that control the market..."

"Due to the large proportion of retail investors in A-shares, the sentiment is particularly obvious, so it is often "crazy when it rises, and seeks life and death when it falls". Alas! When will you be more mature?"

"Fortunately, the stock market is a game market. When you lose your brains, others take the opportunity to buy the bottom. Therefore, if you want to speculate well in stocks, it does not depend on how many technical indicators you have learned, but on whether you can see through human nature... "

"A market dominated by emotions will inevitably make frequent mistakes, but after returning to rationality, it will inevitably correct mistakes and correct mistakes. Today's large intraday retracement is the timely correction of the market."

"However, the backlash is still not as strong as other markets. It also fell by about 3% in early trading. The Hang Seng Index closed down only 0.5%, and the Nikkei 225 Index fell only 0.65%. A shares are still lagging behind..."

"So I hope that A-shares can catch up. Don't compare the decline with others, but compare the rise with others. After all, you have fallen since April, and you have already fallen ahead of time. You have to pee your pants in fright, people are on the top of the mountain, and you are at the foot of the mountain, how can there be any comparison?"

"As far as today's market is concerned, the downward pressure mainly comes from the compensatory decline of small and medium-cap stocks, because they are recent defensive varieties. The Shanghai Stock Exchange 50, which has fallen ahead of schedule, is more resilient today, represented by liquor and brokerages. Blue chip stocks have become the main force of the rebound.”

"Recently, the sci-tech innovation board, which has a bright future, has also seen a compensatory decline, and the situation suddenly changed in the late trading and collectively dived. "Holding groups" is a unique phenomenon in A-shares, and it is prone to this situation whenever the market is bad."

"A few years ago, major institutions joined together on blue chips and created a beautiful 50% bull market. Recently, hot money has joined forces on the Science and Technology Innovation Board to speculate on various stocks in turn. When the market is light, it is easy to focus and attract market attention and attention. Follow the trend, but it is easier to succeed."

"However, sooner or later, you will have to pay back. Blue chips still have performance support. The price-earnings ratio of the stocks on the Science and Technology Innovation Board was very high when they were issued, and it was ridiculously high after a lot of hype. They will inevitably face a return to valuation."

"So the unstable group will disintegrate sooner or later. The stock market is still a baton game in the end. Only interests have no loyalty. In order to avoid receiving the last baton, you must restrain your inner greed. You can't do things that are out of proportion to the benefits and risks. Just watch the show. Don’t earn money that doesn’t belong to you, let others earn it, and at the same time give them the risk, which is fair.”

"Continue to watch the US stock performance at night. If it performs well, it will drive the A shares, but in the short term, it will be treated as a rebound. Whether it can be reversed remains to be seen."

"As far as the medium term is concerned, I really have to think about it. Is the ten-year bull market in the US stock market over? If it enters a long bear market or even a collapse, how should you and I respond? This is a topic worth thinking about."

···
Luo Cheng said indifferently: "Continue to buy the bottom tomorrow and buy more!"