Rebirth of the investment era

“Sure enough, the order was cancelled!”

Staring at the call auction market performance that has entered an irreversible order, Zhou Kan can't help but feel satisfied when he realizes that the selling funds that previously suppressed many popular stocks on the two main market lines of "infrastructure" and "state-owned enterprise reform" have also disappeared from the market. He said with admiration: "The boss is still very good. He can see through the trading methods of Mr. Su of 'Yuhang Investment' at a glance."

"Combining the position data of the two main funds of the 'Yu Hang Group', it is not difficult to see through the other party's motives." Xu Xiang responded, "The difficult thing is to control the market and guide market sentiment at the right time."

The other party can detect in time that the market sentiment is overheated, and wants to use the position chips in its hands to dominate the collective bidding trend of the two core market lines of 'infrastructure' and 'state-owned enterprise reform', thus affecting the investor sentiment and collective bidding trend of the entire market, and controlling the market. The high opening range of the index.

This is a kind of operation technique that uses four ounces to push a thousand pounds and use points to achieve success.

Although it looks simple on the board, it is extremely difficult to actually apply it, and in actual operation, the results are often wrong by a hair or a thousand miles.

If individual stocks are used as the standard, a single main line of trading will be controlled.

Xu Xiang believed that he could do it with the huge amount of funds in his hands, but he was not so sure about leveraging the entire market and controlling the market sentiment.

And this was the reason why he admired Su Yu from the bottom of his heart.

Because he couldn't do it, but the other party could do it easily.

"They are able to control the market and guide market sentiment because they hold nearly 10 billion chips in the two core areas of 'infrastructure' and 'state-owned enterprise reform,' so they have a chip advantage." Zhou Kan said, "But it depends on the market entry. The performance after 9:20, Mr. Su’s pressure on the market didn’t seem to be suppressed very much. Popular stocks, as well as related concept sector and industry sector indexes, began to rise rapidly again.”

"But the differences between long and short have been fully stimulated after the pressure of the past few minutes." Xu Xiang continued, "Look at the popular stocks that have attracted much market attention. The volume of collective bidding is obviously amplifying rapidly with the rapid rebound in growth rates."

“This shows that many early follow-up funds that made profits on the market, after seeing the large number of chips sold by the other party, have loosened their positive bullish thoughts, and the desire to lock in profits and sell has been induced in advance. , causing the long and short energy in the two cities to explode during the call auction stage."

"And all these performances...for the other party's motivation and purpose of the operation just now, it has been realized."

"After all, the short-selling power was induced in advance, and the chips in the two cities changed hands, which increased significantly at the opening, which will significantly reduce the pressure on the subsequent intraday trend."

"At the same time, because the power of shorts was induced to sell in advance, the consistent bullish situation was broken."

"If the index shrinks and opens significantly higher, it is almost a dream."

Sure enough, as Xu Xiang spoke, the market trading time reached 9:23. After a rapid rebound, many popular stocks began to stabilize again and fell into a small high with the substantial increase in the volume of call auctions on the market. A turbulent situation begins.

same time……

That comes after many popular stocks slowed down.

Other mainline stocks and concept stocks in the market have also slowed down. Among the nearly 2,000 stocks in the two cities, the number of stocks that opened higher in the red market has remained constant at around 83%, and no longer changes drastically.

"This trend is somewhat lower than expected!"

Seeing that the market's collective bidding trend is not as strong as expected, and up to this moment, Beixin Road and Bridge, as the popular concept leader in the two cities, still failed to seal the daily limit, and was still hovering around the 7.5% increase. The collective bidding concluded the transaction The order amounted to almost 60,000 lots. Compared with the day before the festival, it could be said that the volume was greatly increased. At this moment, some people in the main group of Yuhang hot money where Su Yu was located couldn't help but sigh.

"Indeed, the market divergence is much greater than I imagined."

"Hey, sure enough... Big A still can't expect too high. No matter how good the market is, it will be difficult to form a consistent long expected effect."

"Originally, I thought the market conditions would accelerate today, but now it seems difficult..."

"The differences are not small. It is estimated that the market will still fluctuate at this position. Should we continue to adjust the chip structure on the market? Beixin Luqiao is afraid that it will inevitably fluctuate at a high level today."

"I think it's dangerous to speed up here. There's nothing wrong with shaking it."

"Yes, after the index breaks through 2200 points, neither the profit taking nor the hold-up in this range is digested enough. If it shakes out and continues to stabilize the 2200-point platform support, the index will most likely go further in the future."

"I hope, otherwise the market will stop here, and I'm afraid the index will fall back to the 2000-2200 point box."

"However, judging from the market's collective bidding trend today, although the market differences are still not small, the long funds on and off the market have also increased by more than one level compared with before the holiday."

"Indeed, for many popular stocks, the volume of call auctions has increased significantly compared with the same period before the holiday."

"Where there is volume, there is market. If you look at it this way, the market opened higher today. Although it is somewhat lower than expected, it is estimated that the trend after the opening will not be much worse."

"As long as the market is stable at 2,200 points, it doesn't matter whether the index rises or not."

"Yes, for us, the index is trading sideways and individual stocks are performing well."

"Judging from the collective bidding status of the entire market, it seems that the hot spots in the entire market are still on the two main lines of 'infrastructure' and 'state-owned enterprise reform', right?"

"Well, obviously yes, the market following effect of these two main areas is obviously much greater than that of other areas."

“Since the core focus of the market is still on the two main lines of ‘infrastructure’ and ‘state-owned enterprise reform’, it should be right to continue trading based on these two main lines.”

"The key is that Beixin Road and Bridge, Shibei High-tech, Shanghai Sanmao, Shanghai Steel Union and other popular leading stocks are currently showing divergences. The key stocks have opened higher. This kind of In such a situation, if you continue to trade upwards, I’m afraid it won’t be easy, right?”

"If we don't continue to relay these leading stocks, is there any direction and target for switching high and low?"

"What about the concept of 'reorganization and backdoor'? This line... feels like it hasn't been speculated on for a long time."

"There is no chance. The current market IPO plan is only temporarily suspended, and it may be restarted soon. Everyone's expectations for this field are not strong."

"What is the direction of growth stocks on the GEM? Mobile Internet and smartphone industry chain?"

"It is estimated that there is still little chance. The hold-up is too heavy, and last year's performance growth rate was too high. All expectations for this year are far less than last year."

"Consumption, medicine, non-ferrous coal cycle?"

"It's better to continue to speculate on 'infrastructure' and 'state-owned enterprise reform'!"

"In fact, within the two core main lines of 'infrastructure' and 'state-owned enterprise reform', there are many branch lines, which are worthy of speculation, right? For example, 'Shanghai Free Trade Zone', 'Internet Finance', 'Smart City', and 'Rural Revitalization' ', 'Reorganization of central enterprises' and the like."

"I also think we can continue to dig deeper."

"It makes sense. The market changes within the sector obviously bring great opportunities!"

"Thinking about it this way, with 'infrastructure' and 'state-owned enterprise reform' as the core, many hype concepts can be extended, haha... I feel that if these two main lines of market continue to speculate in depth, they can last for a long time."

"Damn, let's do it. Let's go straight to low-level concept stocks in the field of 'Shanghai Free Trade Zone'."

"I continue to chase Beixin Road and Bridge. No matter which branch within the sector rises, I feel that it has to rely on Beixin Road and Bridge stock to open up market space. In this way... As long as the two core main lines of 'infrastructure' and 'state-owned enterprise reform' continue to trend, There must still be market value for this check.”

"Yes, yes, Beixin Road and Bridge is the current leader of the two cities. Although its current position is no longer low, it is still the most liquid and safest speculation target in the market."

With the intense discussions among various hotshots in the group, the group messages were refreshed rapidly.

The trading time of the two cities further advanced to 9:25. The call auction in the two cities ended, and the rapidly changing market of nearly 2,000 stocks came to an instant standstill.

I saw that after 10 minutes of collective bidding time...

In the end, the Shanghai Stock Exchange Index opened 0.67% higher, reporting at 2233.39 points, while the Shenzhen Stock Exchange Index and ChiNext Index opened higher by 0.45% and 0.39% respectively. The call auction transaction volume of the two cities almost increased compared with the substantial volume before the holiday. About 20%, which shows that after the emotions brewing during the May Day holiday, there are obvious signs of OTC funds returning.

In addition to the index, there are also concept sectors and industry sectors.

Related concept sectors and industry sectors in the two main areas of 'infrastructure' and 'state-owned enterprise reform' still led the gains in the two cities. Among them, the indexes of the major industry sectors of construction decoration, building materials, steel, and real estate all had opening gains of more than 1%. , the 'state-owned enterprise reform' concept sector index also rose by more than 1%.

Of course, in addition to these popular sectors, the concept sectors related to the "Shanghai Free Trade Zone" also performed well.

In terms of weak areas, the concept areas of 'growth stocks' in the direction of GEM and small and medium-sized boards still performed sluggishly, with their opening gains clearly lagging behind the broader market index.

As for the main lines, popular stocks in various major industries.

Overall, many popular stocks in the two core themes of "infrastructure" and "state-owned enterprise reform" still occupy the highest attention in the market, and the trading situation is also quite active.

Among them, the stocks that the market pays the most attention to...

Beixin Road and Bridge, which has the triple concepts of 'infrastructure', 'state-owned enterprise reform', and 'wealth road concept stocks', and has already stepped out of the double board situation before the holiday, opened 6.38% higher, and the entire call auction transaction volume reached more than 37 million , trading was fierce, and the long-short differences at this stock price position were also huge; Shibei High-tech opened 3.76% higher under the triple concept of 'infrastructure', 'state-owned enterprise reform', and 'Shanghai Free Trade Zone'. The collective bidding turnover has also reached more than 10 million, and the popularity and long-short differences are not small.

As for popular stocks such as Shanghai Steel Union, Shanghai Sanmao, High-tech Development, China Fortune Land Development, Kumho Group, Bayi Steel, Waigaoqiao, etc., despite their high opening range, they are relatively weaker than Beixin Luqiao and Shibei High-tech, but they are also significantly stronger than the market indexes of the two cities.

Except, of course, these hottest stocks are performing well.

In the two main areas of 'infrastructure' and 'state-owned enterprise reform', dual-concept stocks such as 'Shanghai Free Trade Zone', 'Smart City', and 'Rural Revitalization' have not been widely speculated before and are still relatively low. , also performed very well throughout the collective bidding stage, and received a lot of funding.

And overall...after the emotional brewing of the entire holiday.

The style performance of the market in the collective bidding stage still continued the style before the holiday, showing that the traditional areas of the main board were significantly stronger than the emerging areas of the small and medium-sized boards and the GEM. In other words, the market's 28th style was still very obvious. And there is a trend of accelerating conversion.

Seeing this opening scene...

Yuhang, Yuhang Investment Company, in the internal trading room, Li Meng said with a smile: "Judging from the opening results, we should suppress the market sentiment, right?"

Next to Li Meng, Su Yu, who was staring at the big screen in the trading room, nodded slightly and responded: "We have achieved the goal we set. The index did not open much higher, the emotional expression was not excessive, and the bullish sentiment was slightly dominant. In this way The opening...the market should continue to fluctuate upward after the volume is released.”

"However, I feel that the differences among the early popular leading stocks such as Beixin Luqiao, Shibei High-tech, Shanghai Sanmao, Kumho Group, China Fortune Land Development, etc. are too big." Li Mengmeng thought for a while and continued, "It feels like such a big difference Due to differences, the trend of these tickets today is not too optimistic. It is estimated that it will be difficult to continue to open up space without the internal chip structure being readjusted."

"Yeah!" Su Yu nodded slightly and said, "The long-short differences in popular stocks are indeed relatively large today, but fortunately... many low-level concept stocks in the two main lines of 'infrastructure' and 'state-owned enterprise reform' have obvious differences. Signs of a scramble for funds are expected to continue to support the two main market trends of 'infrastructure' and 'state-owned enterprise reform' despite the adjustment of popular stocks. In fact... the switching between high and low within the main market market is a manifestation of the deepening of the market. As long as The main funds in the market are still gathering in this direction, so there will be no problems with the continuation of these two main lines of market."

"Switching between high and low within the main line market?" Li Meng was slightly stunned when he heard Su Yu's words.

Then, she carefully observed the many concept sections such as 'smart city', 'rural revitalization', 'Shanghai Free Trade Zone', and 'Internet Finance' that Su Yu mentioned, and found that indeed within these concept sections, many related Concept stocks that intersect with the two core main industries of 'infrastructure' and 'state-owned enterprise reform' do have obvious signs of increasing capital positions, so I am slightly relieved.

"Then we... need to slightly adjust the position structure?" Wang Can heard the words 'high and low switch' and hurriedly interjected and asked.

Su Yu replied: "No, our capital volume is already very large. We have to know how to give up on some opportunities. As long as there are no problems with the two main lines of 'infrastructure' and 'state-owned enterprise reform', and the index and market sentiment can be stabilized, Then we will conduct intraday trading on a small scale and hold positions with peace of mind.”

"Okay!" Wang Can responded and stopped talking.

And following the brief discussion among everyone in the trading room, at this time...

The time has passed to 9:30, and the stock prices of nearly 2,000 stocks that were stagnant in the two cities began to jump rapidly again, and the entire market ushered in formal continuous bidding transactions.