Rebirth of the investment era

"Chunhui Road, I never expected that MCC Huaguo was selling a seat on Chunhui Road to Alliance Leader Zhang!"

At the moment when all the hot money players in the group were shocked, one member of the group was shocked and sighed: "Zhang, the leader of the group, didn't leave the stock 'Huaguo MCC' before. It's really unexpected."

"I thought it was an organization that broke the deal, but I didn't expect it was Alliance Leader Zhang."

"Investors all over the world thought that the market was ruined by institutions. Who would have thought that it was the leader Zhang's seat!"

"What does Leader Zhang mean by this move? If it's a stop loss, it doesn't mean much to cut off positions at this time. If it's a comprehensive bearish view of the market, then in Leader Zhang's eyes, to what range will the index fall to? At least? ...In the eyes of Alliance Leader Zhang, the Shanghai Stock Index cannot hold up to 2,200 points, right?"

"No one can really guess the specific motive, but Alliance Leader Zhang's move is indeed quite strange."

"Based on MCC China's trends in April and May, Leader Zhang probably didn't make much profit by exiting the stock at the current price, right?"

"Compared with the high point of the stock price in early May, MCC has almost fallen back to the starting point in April. Judging from the stock price trend and the trading traces of Leader Zhang's involvement in this check many times, this First hand, he really didn’t make much profit.”

"Although I didn't make much money, I didn't lose much, right?"

"Judging from the two obvious buying signs of Leader Zhang on this check, he should have made a few points of profit when he exited at this price. It is his motivation... It is really hard to figure out. There are so many things in front of him. With so many opportunities to enter the market, why did they exit the market on a large scale at such a critical time today?"

"I heard that the focus of Zhang's operations is still on Hong Kong stock trading. Maybe this sell-off is just to withdraw funds and pursue opportunities in Hong Kong stocks. There is no special significance."

"This is also possible. After all, the recent trend of Hong Kong stocks has indeed outperformed A-shares by a lot."

"Hong Kong stocks tend to follow U.S. stocks. In the past year or so, U.S. stocks have been trending well, and Hong Kong stocks are naturally not far behind. It's just a big A. Hey... I can't help you!"

"Just get used to it. Big A won't follow anyone else."

"That's wrong. Our A-shares follow everyone, but we only follow the decline, not the rise."

"Haha, that's right..."

"Although looking at the data on the Dragon and Tiger List, Alliance Leader Zhang did not make any money on the 'China MCC' check this time, but his determination to lock up the position is really awesome!"

"Otherwise, why would he be called 'Zhang Zhang'?"

"But now that Leader Zhang comes out with the check from MCC, there shouldn't be a large amount of main funds in the market, right?"

"Don't talk about the check of 'China Metallurgical'. Looking at today's market trends, the entire 'infrastructure' main line field, most of the core component stocks that were paid close attention to by the 'Yu Hang Group' President Su in April and May, are on the market. Most of the main funds should have been used up."

"Indeed, in today's market, the core industry sectors of 'infrastructure' have the largest net outflows of main funds."

"It's worse than the 'military industry' sector. Today, the 'military industry' line is truly completely abandoned by all funds in the market."

“No matter what the motive behind Zhang’s decision to cut his position is, all the popular mainline sectors in the early stage of the market should not be touched at this stage.”

"It should be said that at this stage, there are very few sectors that can be done."

"Today's two main lines of 'mobile Internet' and 'smartphone industry chain' are still worthy of attention. Several stocks on the Dragon and Tiger list, such as Changqu Technology, Changying Precision, Shuobed, etc., disclosed The trading seats are quite good, especially the check of Changqu Technology, Hongqiao Road actually intervened. "

“Is the concept of ‘mobile games’ going to take off again?”

"It's hard to say. At least in terms of time, it's time to speculate on mid-year performance expectations. I feel that the logic of speculation is not bad."

“Indeed, when it’s the performance expectations’ turn to hype, it’s time for a group of ‘growth stocks’ to take the stage.”

"Some of the active funds in the market today showed signs of converging towards the 'growth stocks' sector, led by the small and medium-sized boards and the GEM. However, at the critical moment, they were interrupted by the sudden collapse of MCC , failed to really gather the market's hype sentiment in this area, and the effect of the combined force of funds was also a little bit behind."

"Well, I have also observed that the active funds on the market seem to be showing signs of returning to the main line of 'growth stocks'."

“Isn’t it the logic line of speculation of ‘oversold rebound’?”

"The market trend in the morning was indeed the logic of the 'oversold rebound' hype, but the market performance in the ten minutes after the opening of the afternoon clearly showed a switch in style."

"There were indeed signs of a style switch, but in the end it was all interrupted by Alliance Leader Zhang's move."

"Today, the two core main lines of 'mobile Internet' and 'smartphone industry chain' have not been able to truly bring about the market's profit-making effect, nor have they been able to completely reverse the mood and complete the market's high-low switch in the main line style. It will gain momentum again in the future. It should be more difficult, right?”

"It's hard to say. In fact, what the market has expected today is that it has not yet come out."

"The obvious trend of bottoming out was abruptly interrupted by the collapse of MCC, causing market investment sentiment to develop to the other extreme."

"We failed to find the bottom, and instead it became an all-out downward trend that accelerated."

"According to this trend, the next step for the index will be to test 2,200 points soon, right?"

"The market investment sentiment has become more and more cautious after this fall, and the hold-up orders accumulated in the market have obviously begun to stop losses in large numbers regardless of the situation. Under this situation, the 2200 point of the Shanghai Stock Index should soon be It’s here, and I’m afraid it’s still unknown whether it can hold on.”

"It's only about 1 point lower. According to the current intensity of short sentiment in the market, it will be difficult to really hold on to 2,200 points."

"Whether we can hold on or not, we can only have opportunities on the right side here."

"Yes, you can either wait until the index really stabilizes at 2200 points before placing orders, or wait until the index really falls below 2200 points and find the bottom before placing orders. Otherwise, the risks and uncertainties of attacking now are too great."

"I can't say for sure where the bottom of the Shanghai Stock Exchange Index will be, but the adjustment of the Small and Medium Enterprises Index and the ChiNext Index should be about the same."

"Yes, I also think that the 'growth stocks' line, which is mainly based on the small and medium-sized board and the GEM board, is obviously better than other main investment lines in the direction of the main board. If you want to participate... start with the 'growth stocks' line It would be better to start. I heard that in the domestic primary equity investment market, the investment hurricane of 'mobile Internet' has also begun. In this trend, there are still many stories to tell."

"Let's look at it again. Today's MCC smash-up has had a really bad effect on the market."

"Indeed, Alliance Leader Zhang is out, and President Su and Chief Rudder are still in a state of invisibility. It is difficult to predict the subsequent trend of the market at this time."

"Waiting for a clear signal to stop the decline, at this time, no matter how many opportunities there are, I will not participate."

"I think the 'growth stock' sector in the direction of small and medium-sized boards and GEM can be laid out. I will build an experimental warehouse tomorrow to explore the way for everyone."

Amidst the heated discussion among everyone, as time goes by...

The related topic of 'Zhang leader concentrated on selling MCC stocks, clearly bearish on the market', is still sweeping the entire domestic financial market at the speed of a hurricane, and under the discussion and fermentation of this related topic, both retail investors and hot money , or institutional groups, all have become more pessimistic about the market outlook.

"Who would have thought that today it would be Chunhui Road that hit the market." Similarly, in the emotion and shock of the entire network, at this moment inside Yuhang Investment Company, in the main fund trading room, Li Meng, after a brief review, There was also a voice of surprise and emotion, "I thought that 'Chunhui Road' would follow the trend when we took profit and smashed the market. I didn't expect that he would lock up his position until now."

Su Yu carefully browsed through the data of the two cities' dragon and tiger rankings, and said with a smile: "I didn't expect it, but the determination of 'Chunhui Road' is really admirable."

"He was able to lock up his position in this stock for so long." Li Mengmeng thought for a while and said, "It should mean that he was very optimistic about the 'infrastructure' line before, right? Otherwise, he should have stopped profiting and exited. It makes no sense. I have locked up my position in this stock until now, but now, at a relatively bottom position, I have sold everything and left the market. It is a bit hard to understand. Logically speaking... there is no need to sell anymore at this position, right?"

Su Yu pondered for a moment and responded: "Maybe there are better opportunities to choose. No matter where you play, as long as you don't lose money, it proves that the transaction is correct."

"That's true." Li Meng responded, no longer thinking about the other party's motives, smiled, and continued, "However, the smashing of 'Chunhui Road' was completely unexpected by the market, but for us, It should be a good thing. After all, with this move, the two lines of 'infrastructure' and 'state-owned enterprise reform', as well as the internal chip structure, can really be completely reconstructed. Everyone has seen the dragon-tiger ranking data of 'China MCC' , many of the traps that were originally deposited in the field, still holding on to the last glimmer of hope, will collapse and be smashed out, right?"

Su Yu nodded and said, "You can say that."

"It seems that even the top hot money players in the market cannot be completely accurate in grasping the buying and selling points." Li Meng continued, "I used to think that top hot money figures like 'Chunhui Lu' who have been famous for many years are always There is a mysterious color about me, and now I suddenly feel that everyone is an ordinary person in the financial trading market, a market with countless variables at any time, and will make mistakes."

"Isn't this normal?" Su Yu said with a smile, "In the financial trading market, no one is a god."

"Well!" Li Meng responded, "Next, the market should quickly test the support of 2200 points. According to your previous prediction, here... we should comprehensively change the trading strategy and move the positions of several major funds to Did you add it quickly step by step?"

Su Yu nodded and said, "It's time to get back the chips we gave out before."

"Or 'infrastructure', 'state-owned enterprise reform', 'Internet finance', and 'military industry'?" Li Meng asked again, "Keep the original plan unchanged?"

Su Yu responded: "Yes, just follow these four lines to gradually increase your position."

"I think today's two main lines of 'mobile Internet' and 'smartphone industry chain' are performing very well, and in the current market, everyone's expectations for these two main lines are also rising rapidly." Li Meng said, "If Next, if the main funds of all parties in the market join forces here, I feel that the opportunities are still relatively large. Shouldn’t we reconsider these two main areas?”

Su Yu responded: "There are expectations, but compared to the entire market, these two main areas are not the most cost-effective. Just talking about the 'growth stocks' line, the explosive power of 'Internet finance' should be better."

Of course... the line of 'Internet finance' needs to be clarified again, and it is estimated that we will have to wait for the mid-term results of related core stocks to be released. "

"And...it's the same sentence."

Su Yu paused and continued: "Mobile Internet" and "smartphone industry chain" are two main lines. There are too many promising investor groups both inside and outside the market. It is difficult to clear and readjust the chip structure on the market. It seems that these two On the line, a number of core concept stocks have a small circulation market, but when they are really hyped, the market pressure is not lighter than the two main lines of 'infrastructure' and 'state-owned enterprise reform' that currently accumulate the main chips in the direction of the main board and have almost been cleared. How many. "

"Okay!" Li Meng responded, "Then I will arrange it according to the previous trading strategy plan, so that everyone can pay attention to some target stocks we plan to build positions in advance, so as to quickly understand the market conditions of these stocks and prepare for the follow-up. Large-scale position building clears away some obstacles and pitfalls.”

After speaking, Li Meng quickly assigned tasks to the trading team leaders without waiting for Su Yu's response.

Then, at 6 o'clock in the afternoon, various investment institutions, private equity and public equity fund companies in the market began to get off work.

Regardless of whether these major market institutions take a break or not, pessimism about the market outlook continues to spread across the entire online financial information platform and discussion platform.

Fortunately, in the evening, the trend of external markets was still exciting and upward.

It somewhat restored some confidence.

The next day, the market opened slightly lower despite good external trends but still relatively pessimistic internal sentiment.

Then, at 9:30, the market officially entered the continuous bidding transaction stage.

The Shanghai Composite Index opened slightly lower, then fell sharply for a while, and then continued to refresh and adjust to new lows. After hitting the index point to 39 points, it briefly cleared part of the panic market, and then ushered in another intraday rebound. , out of the trend of opening low and killing, and then continuing to slowly attack upward to regain the lost ground.

Finally, after a day of shock.

When the Shanghai Composite Index closed at 3 o'clock in the afternoon, it unexpectedly closed out of the red market and returned to the 2230-point mark.

At the same time, the transaction volume of the two cities has once again shrunk to around 107 billion.

Subsequently, in the following week, the Shanghai Stock Index fluctuated around the range of 2210 points to 2230 points, and showed an increasingly shrinking trend.

Faced with the continuous shrinkage of the market for more than a week, and the amplitude is getting smaller and smaller.

Everyone thought that such a trend proved that the index had successfully stabilized at 2,200 points, and also proved the strong support role of 2,200 points.

But I didn’t expect that it would be June 10th after the Dragon Boat Festival.

The market, which was originally calm as water, suddenly changed due to the impact of the external market's plunge again during the holidays.