The male god of magic capital

Chapter 304 305 Buying Explosive A Shares, Skyrocketing!

Soon the National Day week passed.

In the trading room of Chengtian Holdings, Luo Cheng shouted, "Buy me 500 billion tomorrow!"

Previously, Chengtian Mixed Pioneer raised another 2000 billion funds, which was still closed. This time, it will not consider the issue of cash flow. It will be full of Stud directly, and it will be enough to enter 500 billion a day.

"Yes, BOSS!" Everyone was excited.

Now they are investing in stocks in all sectors, and will not focus on the medical and biological sector, and the food and beverage sector.

Although the two major sectors are where Chengtian Private Equity Fund and Chengtian Public Equity Fund hold heavy positions, the next is the semiconductor sector, the automobile sector, and the non-ferrous metal sector...
"By the way, Boss, are we going to release news that is optimistic about the stock market?" Mo Changliang asked.

"Well, let's publish it!" Luo Cheng nodded.

Chengtian Global Investment Research Department: During the National Day period, the external stock market fluctuates and the probability of A-share "Red October" is high
During the "holiday" period of the A-share [-]th Golden Week, the external market fluctuated, but the overall cumulative decline was not large and relatively stable.Industry insiders believe that, judging from the data of A shares over the years, the rise and fall on the first day after the opening of the National Day is likely to follow the trend of the external market.

Entering October, the global stock market fell across the board in the first week of trading, and the U.S. stock market bottomed out, and the volatility increased. The Dow fell by 10% for the week, the Nasdaq rose by 0.9%, and the S&P 0.54 index fell by 500%. From the weekly perspective , the Dow and the S&P have fallen for three consecutive weeks.

It can be seen that in the four trading days in October, the Dow first fell and then rose to form a "V-shaped" trend. After diving in the first 10 days, it fell 4 points and quickly rebounded by nearly 2 points.In particular, the big positive line that came out on October 838 successfully filled the daily K-line gap formed by the gap and decline on October 500.

The main reason for the huge shock in the U.S. stock market is that the overall performance of a series of macro data released by the United States in recent days is not good.First, on the evening of October 10, the Institute for Supply Management announced that the U.S. Manufacturing Purchasing Managers Index (PMI) in September was 1, significantly lower than expected and the lowest since June 9.Secondly, the non-manufacturing PMI index fell from 47.8 in August to 2009 in September, which was also lower than expected and set a new low in nearly three years, which increased concerns about the accelerated slowdown of the US economy.

Since then, the market has rebounded strongly due to the two positive effects of the U.S. non-agricultural employment report in September and the warm wind blown by the chairman of the Federal Reserve.In this regard, market participants expect the Fed to cut interest rates again later this month.

Affected by the violent volatility of the US stock market, the European market also experienced ups and downs, first falling and then rising.

10月2日，欧洲主要股指大幅收跌，均创下近一个月来最大单日跌幅。其中，欧洲斯托克600指数下跌2.70%；德国DAX指数下跌338.58点，跌幅为2.76%；法国CAC40指数收跌3.12%；英国富时100指数跌幅更是达到3.23%，为2016年1月份以来最大收盘跌幅。在全线下跌后，10月4日欧洲的多数股指止跌反弹，全线翻红。

When the surrounding markets were in turmoil, the Hong Kong stock market showed a "rise first and then fall" in the first week of trading in October. The Hang Seng Index fell by 0.52% in the week, and the overall stability.Industry analysts said that the reason for the strong trend of Hong Kong stocks during the holidays is the strong performance of Chinese stocks.

It is worth noting that the Hang Seng China Enterprises Index and the Hang Seng Hong Kong China-funded Enterprises Index performed better than the Hang Seng Index, with a slight decrease of 0.01% and an increase of 0.38% respectively.According to industry analysts, the better performance of H-shares will have a positive impact on A-shares with common fundamentals.

Looking back on the past ten years, the probability of a "red October" in A shares is as high as 70%, and the probability of rising in the first week after the National Day is as high as 80%.

Li Daxiao of Chengtian Holdings: With the rapid adjustment of the market in late September, there is a high probability that the market will rebound from oversold in October.

···
Investors in the market are also looking forward to it for a while, but various emotions are intertwined.

"Chengtian Holdings released good news, obviously they want to continue to buy bottoms~!"

"I'm going, did you rush into the market after raising 2000 billion yuan?"

"But it makes sense."

"I left before the holidays, made a lot of money, life is fast!"

"Haha, but the happy days are always short. The holiday will end soon, and it will usher in work and trading time."

"It is estimated that what everyone is most concerned about is whether the market will rise or fall at the opening, so we have to see how the factors that affect the post-holiday period perform during the holiday."

"First of all, judging from the news, the domestic holidays are all celebrating the National Day, so there is nothing wrong."

It is mainly external news and external market trends. Generally speaking, the news is not very good, and the external market also falls more than rises, and the turmoil is relatively large.

"First of all, let's look at the United States. Several economic data released during the holiday were not satisfactory. The ISM September manufacturing data released on the evening of the 1st hit a 9-year low, which triggered a sharp sell-off. On the evening of the 10nd, there was a "small non-agricultural" The so-called ADP "made up another knife". The September non-agricultural employment data released on the 2th was lower than expected, but the unemployment rate hit a 4-year low."

"This caused U.S. stocks to fall first and then rise. The reason why they rose in the next two days was precisely because of bad economic data, which ignited market expectations of interest rate cuts. In terms of performance throughout the week, the Dow fell 0.92% for the week, and the S&P 500 Down 0.33%, Nasdaq up 0.54%."

"Europe is also not ideal. The euro zone's manufacturing PMI and CPI are collectively upset. The German manufacturing PMI hit a decade low, and Austria and Spain hit 83-month and 77-month lows."

"Because the European monetary policy is already very loose, the lack of interest rate cut expectations also caused the European stock market to fall even more. The European Stoxx 50 index fell 2.8% for the week, the French CAC40 fell 2.7%, and the German DAX30 index fell 2.97%. The UK FTSE 100 is down 3.65%.”

"In terms of Hong Kong stocks, which are most closely related to us, the Hang Seng Index fell by 1.04% and the China Enterprises Index fell by 0.53% in the three days of the holiday. In addition, the Nikkei 225 Index fell by 1.59% in the four days of the holiday, and the Korean KOSPI Index fell by 1.43%. "

"Although the A-share market is closed, the Singapore FTSE A50 Futures Index, which tracks the operation of the A-share market, is open every day without falling for a single day. It has fallen by 0.61% during the four days of the holiday."

"Dragging down by economic data, commodities performed differently. International crude oil led the decline. U.S. oil fell by more than 5% for the whole week. Gold fell first and then rose, with a cumulative increase of 0.26% for the week."

"Judging from the above data, major assets around the world fell more and rose less during the holidays, which may put some pressure on the opening of A shares."

"But it is not a black swan. If you look at the trend of the US stock market, it is equivalent to a black swan showing its head and not really flying out."

"So the pressure on A-shares after the holiday is much less than last year. The global stock market plummeted during the November holiday last year. In addition, last year's A-shares were in a bear market trend. The market sentiment was weak, which led to a sharp drop after the holiday."

"However, the market has changed significantly this year. There was a strong bull market in the first half of the year, and a rebound in the second half of the year. Although there was a wave of corrections before the festival, the market foundation in the first half of the year is still there. Even if the market opened after the festival fell, the decline It is not expected to be very large.”

And because it has fallen ahead of the holiday, it is equivalent to leaving room for a rebound after the holiday.In addition, there are still positive expectations from the news after the festival. The economic and trade talks will start next week. If the talks can produce results and make "substantial" progress, it will be a great benefit to the stock market.

Therefore, the post-holiday market does not rule out the trend of opening low and going high. If this is the case, then the callback is an opportunity to buy low.

"Generally speaking, although the performance of major markets around the world during the holidays is not good, there is no need to be too pessimistic after the holiday. You can follow the reverse thinking and look for opportunities from low positions. Including many individual stocks that have seen corrections before the holiday, it also gives a negative impact on the holiday. The rebound left room."

"There are also large institutions that may enter the market to buy, especially the newly raised 2000 billion funds of Chengtian Mixed Pioneer, which may enter the market on a large scale!"

····
The next day, October 10th!
The stock market rose sharply that day and then fell.

Chengtian Mixed Pioneer made 500 billion!
[Shanghai stock index rose 0.3% in the two cities, leading the rise in the digital currency sector]

[Closing comments: The Shanghai stock index rose 0.29% and fell back, and agricultural stocks strengthened]

Securities Times e company news, today is the first trading day after the National Day, the three major A-share stock indexes collectively opened higher.

···
Today's good start is not perfect!

"It is not easy for A-shares to get off to a good start today when the external market fluctuates during the holidays and is not very favorable."

"However, the start is not perfect, because the 50-year divergence is relatively large. While the SSE 300 and CSI [-] led the rise, small and medium-sized enterprises bucked the market and closed down."

"It shows that the decline before the holiday still has an impact on market sentiment, and there is still a batch of capital outflows today, especially the small-cap and technology stocks that led the decline before the holiday."

"Behind the [-]-[-] split, it is related to the lack of trading volume and hot sectors. Although the trading volume is slightly larger than before the holiday, it is still at a low level, indicating that many people have just finished the holiday and have not returned to trading. state."

"There are not many hot sectors. It is mainly due to the performance of traditional industries, and the overall decline in technology stocks. You must know that the active market sentiment is mainly due to small-cap stocks. After all, there are many and many people participating."

"From this differentiation, we can also see that different types of funds are making different choices. For institutional funds, entering October means that the third quarterly report will start to be disclosed, so blue-chip stocks with blue chips will be deployed in advance. In addition, October is also the fourth quarter. At the beginning, it is necessary to build warehouses or replenish stocks according to the strategy of the new season."

"It's the same with foreign capital. The net inflow of northbound funds today is 85 billion yuan, especially in the afternoon. This is also an obvious replenishment behavior. After all, due to the long holiday, there is no food for a week."

"Hot money, on the other hand, has no clear plan. It follows the market more. Seeing the strength of the blue chips, it continues to flow out of small-cap stocks. In addition, it also avoids the uncertainty of the performance of high-priced small-cap stocks in the third quarterly report and prevents them from falling short of expectations. .”

"So one of the main lines of the current operation is to make a fuss around the third quarterly report, ambush stocks that may have a large performance increase in the third quarter report in advance, and avoid stocks that may have explosive performance in advance."

"But in the short term, small-cap stocks led the decline today, and we must prevent the possibility of inertial decline tomorrow, and also prevent the possibility of blue-chip stocks following suit."

"Although the first day of October was a good start, it was not particularly good-looking in terms of shape, but it went up and down and closed down the hammer star. This may mean that the market in October will not be smooth sailing as before."

"In addition, this week's news is also very important, and we should pay more attention to relevant developments. Based on past experience, the result is completely unpredictable, because the other party is too fickle. Of course, we still hope that there will be substantial progress and inject positive momentum into the stock market. energy!"

"There is only the last quarter of this year left. Generally speaking, even if we can't get out of the strength of the first quarter, there are still many opportunities. Pay attention to grasp the market rhythm and pay attention to discovering opportunities for individual stocks!"

"I heard that Chengtian Mixed Pioneer entered the market for 500 billion, everyone should pay attention, it is best to follow up!"

"Follow up the stocks that Chengtian Holdings has a heavy position in, and keep an eye on them."

····
The next day, the stock market opened. Because there was still panic in the market, many institutions and investors were selling stocks in the early trading.

Today's stock market is different from yesterday. Yesterday it first rose sharply, then fell, and generally rose.

Today it fell first, then rose, and generally rose.

Chengtian Holdings made 500 billion again!
[Shanghai stock index closed up 0.4% in the shock of the two cities, leading the rise in the logistics sector]

"Open low and go high, bottomed out and rebounded, and the major indexes closed their shadows, which is exactly the opposite of yesterday."

"This is a healthy start. Yesterday was an imperfect start. Compared with yesterday's weak rise, today's rebound after the early decline showed great resilience. This is the market we want!"

"In today's 2900-point defense, the competition for the top card is quite fierce. Small-cap stocks took the lead in rebounding in the morning, but then banks and real estate grabbed the limelight. But in the second attack in the afternoon, small-cap stocks took the lead again. "

"Although there is jealousy between the two and eighth, we are happy to see it succeed. As long as there is no fight, it will be fine, so as to prevent brothers from fighting among themselves and let outsiders benefit from it!"

"Today we have made the U.S. stocks pale in comparison. Looking at the global stock market, my big A-shares have once again led the world! That's right. In this contest in the capital market, we must not let the U.S. stocks have the upper hand. We must consciously be good foreign aid!"

"Although yesterday's good start was not perfect, and the external market fell sharply, the early decline is inevitable. But today's low opening and high going has made October's good start on the right track, and tomorrow's continued rebound is a high probability event."

"With two consecutive days of good start after the festival, it is foreseeable that the market for the third quarterly report will begin. In addition, the correction before the festival will make room for a rebound after the festival. Everyone can take advantage of this wave of golden autumn market. With Chengtian Holdings, it made another 500 billion today.”

"Many institutions are waiting and watching, Chengtian Mixed Pioneer boldly bought."

···
It has risen for two consecutive days, and the stock market has risen continuously for the next three trading days!
Chengtian Mixed Pioneer has completed 2000 billion!
[Closing Comments: The Shanghai Stock Exchange Index rose 1.1% and returned to the 3000-point mark]

The three major stock indexes opened higher and moved higher, and the Prev Index returned to the 50-point mark.In terms of sectors, the concept of shipping continued to be strong, and financial sectors such as banks and brokerages rose successively, driving the index to strengthen, and the Shanghai Stock Exchange [-] Index) approached a new high for the year.

Chengtian Mixed Pioneer, the asset scale of Chengtian Private Equity Fund is increasing rapidly!
(End of this chapter)