The Road to Rebirth Finance

Chapter 211 Intentions When There Are Changes in the Market (6K)

Both the Shanghai and Shenzhen stock markets broke the curse of Thursday, and the Shanghai Composite Index was even more aggressive. While pulling out five positive lines in a row, it broke through the 2300-point mark in one fell swoop.

However, in Gu Junhao’s view, with the breakthrough of 2300 points, the index has been pushed up to the high-pressure area where the early lock-ups were dense. Although the market’s long-term sentiment has been aroused, the shocks in the bargaining area will definitely intensify.

The trend in September may not change, but it is inevitable that the shock will intensify. The so-called bull market has more plummets, and the same is true for the bear market.

On September 9th, Friday, Gu Junhao came to the office very early, browsed the emails in the mailbox and the overnight news, and made preparations for the next transaction.

Overnight news showed that the Shanghai Stock Exchange, Hong Kong Stock Exchange, Zhongdeng Company and Hongkong China Clearing Corporation jointly signed a four-party agreement on Shanghai-Hong Kong Stock Connect in Shanghai yesterday, the content of which is quite detailed.

Shanghai-Hong Kong Stock Connect has entered the final implementation stage, which is an important news for today's A-share trading.

"Let's take it as a good for now." Gu Junhao thought in his heart, a good and a bad will only be reflected in the index and the stock price. If the stock price falls, no matter how big the good is, it will be useless.

on the contrary.Even if it is bad, it can be interpreted as the exhaustion of bad news; therefore, we must always pay attention to the news, but we cannot completely rely on the news to speculate in stocks.

Another piece of more important news is the Beijing-Tianjin-Hebei Integration Conference. Beijing-Tianjin-Hebei integration is also a relatively large concept sector that has been hyped by A-shares in recent years.

After that, there was an expansion of this concept called Xiong'an New District. However, Gu Junhao didn't have the desire to participate in this kind of concept stocks, so he didn't pay much attention to them.

The hype of concept stocks will only be temporary. If you want to survive in the market for a long time, you still need to look at the large industrial chain and performance. This is also the reason why the Maotai wine industry lasts for a long time.

Another piece of news marked by Xu Yan is the photovoltaic policy. The first batch of national integrated circuit industry investment funds may be established in the near future.

Gu Junhao looked at the news marked by Xu Yan and smiled knowingly.

The photovoltaic industry chain is undoubtedly a very large industry chain. However, it is not appropriate to intervene at this time. The real outbreak of stocks related to this industry chain should be in 2020.

After a major reshuffle around the world, companies that can survive are worth investing in; for ordinary investors, an emerging industry is not the best time to intervene in the early stages.

It is true that huge benefits may be obtained in the early stage, but the risks are also quite high. Gu Junhao once remembered that the company known as the first brother of photovoltaics had a broken industrial chain and disappeared overnight.

It is possible for ordinary investors to buy the stocks of such companies at the early stage of the industrial chain, ranging from being locked up for several years, to delisting and losing everything.

In 2020, the stock price of Yangguang Power Supply, which Gu Junhao worked on in 20, was less than [-] yuan, and there was a daily limit the day before yesterday.

However, Gu Junhao did not include him in the buying plan. 2015 was an era of general growth. It can be said that 90% of the stocks were bought during this period, and holding them until 2015 will not cause losses.

But in the big bull market, there is also its main line. Only by holding the main line can you make a bigger profit. If you buy Yangguang power supply, you will not lose money, but you will not make much money if you think about it.

After the peak of Yangguang Power in 2015, with the fierce fight in the photovoltaic industry, it also fell to the moment when no one cares about it. How will ordinary investors spend that time.

Good stocks also have their troughs. If you are a determined investor, timing may not be that important to you, as long as you can buy and hold them.

But not every investor is like this. How to survive the trough period is a topic that tests people's hearts. What's more, if there is an emergency during this period of time, a large amount of money will be needed. So what?

Then it can only be reluctant to cut the flesh and invest the funds where they are more needed.

Therefore, to invest in stocks, buying the right stocks at the right time is the most important thing. The same is true for doing business. Emerging industries have huge profits but also come with huge risks.

Risk is the first factor in any investment. Only by controlling the risk can you survive.

After skimming through some overnight news, Gu Junhao then confessed a few words to Li Xinyu, then left the office and walked towards the trading room.

On a new day, a new transaction will start again; and Li Xinyu will temporarily replace part of Gu Junhao's duties.

Overnight, the external market was affected by the non-agricultural employment report and some other radical speeches; in the external market, the three major stock markets of the Dow, S&P, and Nasdaq fell, and the price of gold also fell by 0.3%.

In terms of A shares, after the call auction ended, the two markets rose and fell mixed.

The Shanghai Composite Index is still extremely strong. It gapped up for the fifth consecutive trading day this week, reporting 2311.31 points. Although the ChiNext Index also opened with a high opening, it did not gap, reporting 1497.99 points.

"Haha, the fifth one is missing. I don't know if we can make up for it today." Xu Jianqing said with a smile. This week's market was also an eye-opener for the three of them.

It is also quite interesting to say that in the first four trading days of this week, although the index opened with a gap in the opening stage, none of the gaps on that day could be maintained.

Either at the opening or during the session, the three major indexes all filled the intraday gaps in time, and the fluctuations of the indexes were also normal.

This week, it really explained that my big A must fill every vacancy.

"It is estimated that the gap will continue to be filled, and the gap is not too big. The index is not as easy to pull up as individual stocks." Gu Junhao said with a smile.

This is the index. This kind of upward gap for five consecutive days is placed on any individual stock, and the stock price will undoubtedly take off.

Today's five holdings, including Tong Huashun, are still as stable as ever. They are not affected by the continued high opening of the market, and they seem to be determined to stick to their own style.

Dongfang Fortune, Xibu Securities opened higher, Yinzhijie opened flat, Wanan Technology and Tong Huashun opened lower.

At the beginning of the opening, the Shanghai Composite Index rose rapidly, except for the heavyweight stocks in the three major financial sectors continued to rise, constantly attacking the index.

The GEM index unexpectedly opened high and moved low. After creating a rebound high of 1498.76 points at the opening, the index quickly turned around and went down.

"The pressure is coming after all." Gu Junhao sighed looking at the GEM index that was adjusted downward.

With the support of the weight of the Shanghai stock index, the intensive lock-up area above 2300 points can last for a while for the time being, but the ChiNext is also facing the pressure of the integer mark of 1500 points.

In the call auction in the early trading, when the distance from the integer mark of 1500 was only 2 points away, no trial was conducted, which shows the firmness of funds.

The ChiNext Index, whose opening price was close to the highest point, continued to fall, out of the completely opposite trend of the Shanghai Composite Index, while Dongfang Fortune and Tong Huashun, which opened higher, unexpectedly performed well.

Dongfang Wealth, which opened higher, was affected by the index. It took less than a minute to turn green slightly, and there were consecutive purple buy orders of more than 1 in the trading session.

The stock price of Dongfang Fortune also turned red again at 9:33, and the stock price broke through the opening price. However, Tong Huashun, who opened lower today after three consecutive negative K-lines, performed even stronger.

At the beginning of the transaction, Tong Hua quickly rushed up, and the opening price was the lowest point. By 9:34, Tong Hua Shun had risen by more than 1%.

"He didn't pull the index soaring in the past four days, but it started to rise today. It's really interesting." Gu Junhao smiled as he watched the trend of the two stocks.

"Doesn't the main fund need to celebrate the festival?" Wang Ruoyu joked as he watched Dong Fang's fortune rising against the market.

Some of the funds fled today, as you can imagine; September 9, which is next Monday, is the Mid-Autumn Festival this year, and the A-share market will be closed for one day.

Before every major holiday.It is common for some funds to flee, causing the market to fall. This is a common occurrence. The longer the holiday, the higher the possibility of this.

Today's ChiNext index's continuous decline may not be without such factors. Fortunately, the market is closed for only one day.

"It's also possible that the main force in the market is eager to celebrate the festival?" Gu Junhao said with a smile. Compared with the three major indexes, these two stocks have been in a downturn for four trading days.

If it doesn't rise today, the popularity slowly disappears, and there is no new funds to relay or take over, then there will really be no way to celebrate the festival.

At 9:40, the Shanghai Composite Index fluctuated and went up, and the Growth Enterprise Market accelerated to go down. Tong Huashun and Dongfang's wealth all changed.

Tong Huashun's first transaction above the thousand-sold level appeared on the market today, and the stock price quickly broke through the round mark of 25 yuan. Two minutes later, Tong Huashun reported 2 yuan, an increase of 25.25%.

Dongfang Wealth also rose by more than 1%, while the ChiNext Index’s decline has expanded to 0.5%.

On the big screen in Junshi Capital’s trading room, these two stocks and the two major indexes are now displayed. The Shanghai Composite Index is ignored, but the two stocks closely related to the ChiNext Index are showing completely opposite trends.

On the one hand, there is a rapidly declining index, and on the other hand, there are individual stocks that are accelerating upward; it is particularly abrupt.

After entering 9:40, the trading volume above the trading order of Tong Huashun was significantly enlarged, and the intensive trading volume continued to push up the stock price.

At 9:50, Tong Huashun reported 25.56, up 3.78%. Dongfang Fortune also began to change at this time, with a total of more than 5000 large-scale purchases, and Dongfang Fortune’s stock price quickly rose to 13.83 yuan.

The volume of 5000 lots is not the end of Dongfang Fortune. After 1 minute, the trading volume of Dongfang Fortune's trading volume can increase again, with a total of more than [-] lots.

The stock price of Dongfang Fortune was quickly raised from 13.83 yuan to 14.12 yuan in a straight line, and the stock price rose by 3.60%, while Tong Huashun's performance was even more eye-catching.

When Dongfang’s wealth changed and rose, Tong Huashun also quickly rose to 26 yuan in the same time period, and the stock price broke through 25 yuan and 26 yuan in two days.

From the looks of it, Tong Huashun is determined to continue to be the leader of the sector today.

At 9:56, Tonghuashun reported 26.60 yuan, a surge of 8% within the day, and only 26.70 yuan away from the previous high of 0.1 yuan. Dongfang Fortune also rose to 14.24 yuan, an increase of 4.48%.

"Put 14.10 yuan, sell 5000 lots, quickly! Hurry up." At this time, Gu Junhao suddenly said to Wang Ruoyu.

Before he had time to think about it, Wang Ruoyu acted quickly, and put out the 5000 lot sell order directly.Since the transaction volume was still in the stage of large-scale explosive orders at this time, Wang Ruoyu's sell order was also successfully completed.

The average transaction price was 14.15 yuan, and the withdrawn funds were 707.5 million yuan. Dongfang Fortune also quickly fell back to 14.15 yuan.

Seeing that the order was successfully completed, Wang Ruoyu finally settled down and asked Gu Junhao, "Boss, why did you suddenly sell such a large order?"

Not only Wang Ruoyu, but the other two also looked at Gu Junhao in surprise. It is rare for Gu Junhao to sell a large amount of chips in such a hurry.

Even if he decides to reduce his position, Gu Junhao will ship in batches to minimize the number of large orders.

What's more, Dongfang Fortune's trend is intact at this time, and the GEM index has also responded accordingly at this time, and the decline has narrowed to less than 0.2%.

"Let's take a look at Tong Huashun's trend. He doesn't have many orders at the price of 26.60 yuan, and it doesn't even show on the time-sharing chart." Gu Junhao pointed to the big screen and said.

Afterwards, Xu Jianqing also operated the computer and looked at Tong Huashun's delivery order just now. Sure enough, after searching for a long time, it was difficult to find the 26.60 yuan order.

"Ah, I found it. I almost lost my eyesight. It's only a few dozen hands." Xu Jianqing sighed. At this time, it was already 10 o'clock, and Tong Huashun's price had dropped to 10 yuan.

"Then what does this mean? Tong Huashun is not Dongfang Fortune, hasn't Dongfang Fortune not dropped much?" Xu Jianqing was most interested in this kind of short-term trading and couldn't help asking.

"You should know what it means to pay only a dozen lots?" Gu Junhao said.

"Well, I know this. It means that the funds have no intention of taking orders at high prices. Some retail investors probably bought these 10 or so lots on impulse." Xu Jianqing nodded.

"Well, if you have funds and want to go long, the stock price has reached 26.60 yuan. In fact, there are not many lock-ups at the top. Maybe 1000 lots at this time is enough to pull the daily limit."

After finishing speaking, Gu Junhao paused for a moment, and Xu Jianqing also nodded. According to Tong Huashun's trading volume, 1000 lots will be directly tied to the daily limit, which is indeed very likely to pull the board.

Wang Ruoyu and Liu Tingting were also quietly listening to Gu Junhao's analysis.

After pausing for a while, Gu Junhao continued: "This also shows that the funds have no intention of going long. In connection with the abnormal performance of these two stocks this week, today when the index fell, they went independent again, so the rise is self-evident. gone."

Then Gu Junhao smiled again and said: "If I were outside, I would definitely smash Tong Huashun, but I have already reduced it before, so forget it this time, let him go, haha."

"What does that have to do with Dongfang Wealth?" Wang Ruoyu said. At this time, Dongfang Wealth's stock price remained above 14.10 yuan, which seemed to show signs of continuing to make an upward move.

"They are almost the same, in the same sector, with the same concept, and the trading volume is much smaller now. Even if they go up, they can't go up much. I guess they are the same as Tong Huashun, around the previous high point."

While talking, Gu Junhao did not stop to watch the market. At this time, Tong Huashun had quickly fallen to near the yellow moving average within the day, with a drop of more than 4%.

At 10:15, with a wave of nearly 5000 lots, Dongfang Fortune once again returned to the price of 14.22 yuan, which was lower than the previous high of 14.24 yuan. Immediately, it started to fall back like Tong Huashun.

At this time, the GEM index also returned to the decline mode from the rebound stage. In this round of nearly 20-minute rebound, the GEM only reached the 1493.67 point, and did not realize its popularity.

For Dongfang Fortune, Tong Huashun’s intraday trend is the same as that of the GEM for the first time, and both of them have stepped out of the falling and falling mode, which is only the difference between the red market and the green market.

Seeing that the second round of Dongfang Fortune's rise did not hit the previous high, and fell back quickly, 5 minutes later, Dongfang Fortune fell below the daily average price.

Everything was as judged by the boss, and all three showed expressions of admiration.

"Don't make such an expression, this is a very normal behavior. The second round of highs cannot reach the previous highs, and the GEM index is under pressure again. It is inevitable that these two stocks will fall back." Gu Junhao said with a smile.

Both stocks fell below the moving average, and the ChiNext Index also extended its decline to more than 0.5%, creating a new intraday low.

Wang Ruoyu and others also gradually understood that today's trend may not have a big change within a day, but it is more like the main funds are pulling up shipments through a small amount of financial power.

Wang Ruoyu thought of the topic of the festival just now, and said with a smile: "It seems that the main force is really short of money for the Mid-Autumn Festival."

Later, Wang Ruoyu saw that the stock price of Dongfang Fortune had fallen to around 13.80 yuan, and returned to the starting point when it was just pulled up, and the trading volume also shrank significantly.

Wang Ruoyu also immediately asked Gu Junhao: "Then boss, do we want to take it back now?"

After thinking about it for a while, Gu Junhao said, "Forget it for the time being. Even if the current price is returned, it is only about 2 points. I think he will continue to adjust it later."

There is a high probability that these two stocks will still receive a positive line today. The difference is only the size of the positive line. If you don’t make a trend that seems to be guided by a fairy, you can’t deceive people to take orders.

Gu Junhao still firmly believes that these two stocks will continue to adjust, and this round of Dongfang Fortune's T will have to wait until it is near the [-]-day line before picking it up.

At least there must be a 5% profit, Gu Junhao thought to himself, otherwise this T would be meaningless.

At 10:55, the decline of the ChiNext Index expanded to 0.9% to 1482.20 points. The continued decline of the ChiNext Index also affected the trend of the Shanghai Composite Index.

The scumbag brokerage sector pulled back sharply, and Xibu Securities rushed up and fell back. At this time, it has turned green, and the Shanghai Composite Index also fell below the intraday moving average, reporting at 2308.79 points.

"It seems that the gap is really going to be filled, haha, it's really interesting." The gradually falling index made Gu Junhao couldn't help laughing.

At 11 o'clock, the Shanghai Composite Index completed filling the vacancy, as it did after filling the vacancy a few days ago, it rose again, and the ChiNext Index has also slowly stopped falling.

At 11:30, the two cities closed. The Shanghai Composite Index closed at 2313.86 points, up 0.30%, and the ChiNext Index closed at 1484.72 points, down 0.72%.

Tonghuashun reported 25.20 yuan, up 2.31%, and fell as much as 5.56% from the high point. Dongfang Wealth reported 13.93 yuan, up 2.20%.

The two markets, which continued to rise, ushered in a divergence today, and the GEM index first began to pull back. Although the Shanghai Composite Index still maintained a strong position, the effect of making money today has dropped significantly compared to the previous few days.

At the end of the morning session, most of the stocks in the two cities rose and fell back, and the stocks in the green market also exceeded [-]%. The fear of high funds is undoubtedly revealed. Of course, it has nothing to do with the Mid-Autumn Festival.

In the afternoon, trading continued, the two cities continued the trend in the morning, the Shanghai Composite Index continued to fluctuate upwards, while the ChiNext Index continued to consolidate at a low level.

The ChiNext Index, which fell today, seems to have shrunk a lot in terms of trading volume compared to yesterday, if it does not rise in the late trading.

In the early trading, Gu Junhao’s main concern was Dongfang Fortune, and during the session he also decided to lighten up his position temporarily; in the afternoon, the other stock, in Gu Junhao’s opinion, might be the best stock that could rise, which also attracted Gu Junhao’s attention. Attention.

Yin Zhijie, which opened flat in the morning, started to fluctuate downward after creating a new high price of 22.48 yuan, and the stock price has always remained below the daily moving average.

At the close of the morning, Yin Zhijie reported 22.10 yuan, down 0.38%. After entering the afternoon trading, Yin Zhijie was consolidating at a low level just like the GEM index.

At 13:18, a round of intensive selling, close to 1000 lots, Yin Zhijie fell below the price of 22 yuan, and 4 minutes later, Yin Zhijie was quoted at 21.92 yuan.

There was a sudden change in the market, and three buy orders of 600 lots quickly raised Yinzhijie to the flat price. After a series of intensive transactions, Yinzhijie reported 22.35 yuan, and the stock price turned red.

Yin Zhijie, who has become popular, has not started to adjust, and there are several consecutive buy orders of 600 lots. Yin Zhijie's stock price soared to 22.80 yuan in a straight line, continuing to set a new high price.

During the low-level consolidation of the ChiNext Index, Yin Zhijie, which rose by more than 4% due to abnormal movements, also quickly climbed to the top of the 5-minute gain board, attracting the attention of countless investors inside and outside the market.

At 13:42, Yinzhijie reported 22.95 yuan, and the short-term turnover exceeded 500 million yuan, an increase of more than 3%.

Yin Zhijie's buying in this wave is obviously with volume, and it seems that it is really going to speed up.

However, at this time, the GEM index began to fall again, and it started to fall for the third time in a day, and the attitude of adjustment was very obvious; and Yin Zhijie also started to fall back.

Seeing Xu Jianqing looking at himself, Gu Junhao seemed to know what he was going to say: "No reduction, there is a high probability that Yin Zhijie has accelerated. Today's trend obviously means to take advantage of the correction of the GEM to take advantage of the correction."

At 14:[-], Yin Zhijie began to fall rapidly after the second high in the afternoon, but the trading volume did not increase, and there were more loose orders above the trading market.

Seeing this, Gu Junhao became even more convinced that from Dayang after adjustment in four trading days to Dayang after adjustment in two trading days, today's dishwashing, next week's Yin Zhijie is worth looking forward to.

At 14:30, the magical 02:30 did not appear, the GEM index unintentionally turned red, and Yin Zhijie dived quickly, but still failed to increase his volume.

At 15:21.88, Yin Zhijie closed at 1.35 yuan, down 1.02% within the day, with a turnover of [-] million yuan. The K-line showed a shrinking long upper shadow line.

(End of this chapter)