Rebirth of the investment era

There are a total of 28 stocks in the two cities on the list. Among the stocks on the list, the number of stocks with lower limit is significantly greater than the number of stocks with daily limit.

At the same time, the trading seats are disclosed.

Similar to the performance of the market dragon and tiger list data before the Dragon Boat Festival, large capital groups such as hot money and institutions all showed a state of net selling. The overall buying and selling data of the dragon and tiger list in the two cities showed net selling funds of 7.6 billion. It set a new high in net selling volume in the past ten trading days.

At the same time, as Zhu Peng, assistant fund manager of Yinhua Public Fund Company, guessed, Su Yu’s ‘Fortune Road’ trading seat did not appear publicly on the trading seats on the Dragon and Tiger Lists of the two cities.

"Hey, according to the data disclosed by the Dragon and Tiger List, institutions and hot money are still selling like crazy."

Different from the excitement and excitement of a small number of well-informed major institutions in the market, after the disclosure of the dragon and tiger lists of the two cities, the huge retail investors in the entire market are still extremely pessimistic and angry.

"In the entire Dragon and Tiger List, there really isn't a single stock whose Dragon and Tiger List data can be seen."

"Institutions and hot money are all on sale. The net sales volume is 7.6 billion, which is simply terrifying..."

"Based on the performance of the Dragon and Tiger List data, it is simply a dream to think that the market can hold on to the 2,200-point support level and stabilize near this position."

"Hey, there is really nothing to see. None of the top hot money players appear in the main buying seat."

"Yes, Fortune Road, Jiefang South Road, Chunhui Road, Hongqiao Road, Shenzhen First Securities... there is not a single seat in the main buyer's position. Why are all these big guys suddenly invisible?"

"It's not that you're invisible, it's that there's no need to participate at all, okay?"

"Indeed, the market has no money-making effect at all. If you participate, you will lose money, and if you enter, you will take over. In this situation, who dares to participate on a large scale?"

"The big guys' money is not brought by strong winds. It should be easy to understand why they are hiding from danger at this time, right?"

"Leader Zhang from 'Chunhui Road', I heard that he has returned to Hong Kong to fight."

"Our Big A is really awesome. Leader Zhang just came back and was scared off again. It seems... there is really no hope for the short-term market."

"There is nothing I can do. I can't help Adou."

"Hey, the only top hot money tycoon still on the market is Mr. Ge who owns China Fortune Land Development, right?"

"China Fortune Land Development has not been on the Dragon and Tiger List for a while. Maybe Boss Ge has left long ago."

"I feel that Mr. Ge must have left. After all, the trend of China Fortune Land Development's checks some time ago was really ugly. If Mr. Ge is still here, it shouldn't be like this."

"What is rare today is that the stocks with lower limit on the list are greater than the stocks with daily limit."

"Two words, really miserable!"

"Especially for the "Shell Resources" stocks, it was really miserable today. The four "Shell Resources" stocks on the list all fell by the limit."

"Hey, there's no need to read it. There's no need to read it. Today's Dragon and Tiger List is really the most miserable list in recent times."

"At a glance, all the main funds are net selling. It feels like our retail investors have taken orders from the big guys again today!"

"This is not good, everyone worked together to wash out the main force."

"Haha, it's true that the dishes were washed so well that all the main players ran away."

"Everywhere you look, there is no one that the main funds are optimistic about. This scene... it is really a miracle that Big A can rise."

"Looking at the data on this list, as expected tomorrow, there will definitely be another sharp drop."

"Let's go down, let's go down, win over the big guys in the market, all the major funds have been smashed, and we are the only retail investors left in the market, so the index should not fall very much."

"There is no main force in the market, so there is a high probability that the market will be like what it was at the beginning of the year."

"There's nothing to be afraid of. After several years of bear market torture, the downward trend has become the norm. Those who are still paying attention to the market at this time and are still in the market should have been used to it, right?"

"Although I'm used to it, I still hope that a miracle will happen in the market!"

"Miracles? There will be in dreams!"

"In fact, the two lines of 'infrastructure' and 'state-owned enterprise reform' are going well today. At least to a certain extent, they have supported the market. In this direction, there should be a lot of main funds to undertake today's market. , why is a popular stock in these two fields not on the list?”

"Who said they weren't on the list? Aren't Beixin Road and Bridge, Beijiang Communications Construction, Shanghai Construction Engineering, and Shanghai Sanmao on the list?"

"On the dragon and tiger list data of these checks, there are no traces of influential main investors with large funds. The disclosed buying seats are all small hot money or large investors with funds below tens of millions."

"I mean none of the core mid- and large-cap stocks are on the list."

"Those stocks have insufficient amplitude and growth. How can they be on the list? In fact, I think... even if they are on the list, it is probably of no use. If the market collapses, it will collapse. Even if there is a local bright spot, it cannot cover up the market collapse. The fact that the Shanghai stock index cannot return to 2,200 points is even less likely."

"The key is that there will be five new stocks listed tomorrow. Hey... it's really difficult to deal with."

"Not only that, it is foreseeable that the external trend tonight will not be very good."

"I've said it all. Looking at it, it's all negative. Otherwise, how could all the major funds and hot money tycoons in the market today escape from the list so quickly?"

"Hey, look at it this way, the market is really ruined!"

"I am optimistic that the Shanghai Index will head straight to the 2,000 mark."

"Now I doubt whether the Shanghai Stock Index can hold the 2,000-point mark is a problem."

"The problem of the Shanghai Stock Exchange Index holding on to 2,000 points is not a big problem, right?"

"Haha, I said before that it would not be a big problem for the Shanghai Stock Exchange Index to hold on to 2400 points, 2300 points, or even 2200 points. But now... it's all a slap in the face."

"Indeed, the bulls in the market should have their faces swollen by now."

“However, the large institutional groups in the market, especially the so-called chief investment consultants and chief analysts of securities firms, are still singing bullish calls in the public financial media, saying that the market adjustment is infinitely close to the end. What’s even more outrageous is that a person from Tianfeng Securities is still advocating a bull market, which is simply..."

"What the hell, these people are so shameless."

"What kind of face do you need? All you need is money."

"I suddenly felt that I could be the chief investment consultant and chief analyst. Anyway, I just need to open my eyes and tell lies. No matter what market I'm analyzing, just make nonsense."

"Haha... I feel like I can do it too."

"Forget it, let's go short. At this time... short position is the right thing to do!"

"If the position is not deep and the position is not heavy, you can naturally choose to stop the short position. Those of us who have a full position and die above 2400 points can only lie down and pretend to be dead. Now... I just hope that someone will One day, I can see Mr. Su's seat on the 'Fortune Road' again on the Dragon and Tiger List."

"Yes, this is all I have left to think about."

"I was also trapped at the top of the mountain, but during this period, I saved another 50,000 yuan, and I was waiting for Mr. Su's 'Way of Wealth' to appear on the Dragon and Tiger List, so I could invest the 50,000 yuan to cover my position. Then continue to lie down and pretend to be dead.”

"Hey, I always dreamed that Mr. Su's 'road to wealth' would appear in the buy-in seats on the Dragon and Tiger List, but unfortunately... it's really only in my dreams!"

"Mr. Su has disappeared for a while, right?"

"It's been almost a month, I look forward to it every day, I look forward to it every day!"

"The key is that the main fund products of the 'Yuhang Series' have not updated and disclosed position data and performance on the public website of the private equity performance rankings. I have no idea what Mr. Su thinks of the market in recent times!"

"Wait patiently, I think Mr. Su should take action soon. After all, the last time Mr. Su made a large-scale market pull, it was near the 2200 point, right?"

"I hope, it's really hard for the flowers to wither."

Amid the heated discussions among the retail investor community over the data on the Dragon and Tiger List, the market's superficial investment sentiment has further slipped into the abyss.

Then, when everyone was already despairing about the market outlook, and many investors had even given up on operations, decided not to look at their accounts, and just lay there waiting for death, another unexpected market benefit appeared on the news broadcast at 7:30 pm. The leader They mentioned 'financial revitalization' again, and at the same time, the macroeconomic construction policy of using 'big infrastructure' to stimulate the 'big economy' was also emphasized. In terms of high-speed rail, there were new large orders from many foreign countries, and even 'high-speed rail diplomacy' ' has also begun to appear in news headlines.

In the face of this series, it is basically a repeat of the same old tune, but it is not an unimportant benefit.

In the evening, the majority of investment groups in the market, whether in online discussion forums or offline discussion forums, were very dull. It seemed that everyone was numb to the good news, and at the same time, they no longer believed that simple good news could save the market from the abyss. The long-short situation in the market has been reversed.

In other words, whether everyone admits it or not.

The market has entered a pure short stage where it is extremely sensitive to the negatives and turns a blind eye to the positives.

At this time, everyone only believes in the negative impact on the market, and will subconsciously amplify the negative effects, while turning a blind eye to the positive effects of the market.

In this situation where the good news is mixed, but the market sentiment still continues to sink in the short direction.

Late at night, external trends, especially the U.S. stock market, opened lower and moved lower across the board, giving the already fragile domestic market a fatal blow.

Finally, when everyone wakes up in the morning.

Seeing that the U.S. stock market opened low and continued to fall by more than 1%, regardless of the obvious good news last night, it directly sentenced the A-share market that had not yet opened to death. Even many retail investors felt that the Shanghai Composite Index at this moment It has opened low and reached the lower limit.

"The market sentiment before this session is really worse than last night."

At 8:50, inside Yuhang and Yuhang Investment Company, in the fund trading room, Li Meng, who was observing the changes in sentiment in major stock forums and communities on the market network, couldn't help but frowned and said with some surprise: "So last night. It’s so good, but the market sentiment has not reversed at all.”

Su Yu, who was standing next to Li Meng, smiled softly when he heard Li Meng's complaint and said: "It's not surprising that in a market that continues to fall unilaterally, the confidence of the majority of retail investors has completely collapsed, and they are particularly interested in negative news. Sensitive, correspondingly, relatively insensitive to benefits.”

"Isn't this an irrational extreme situation in the market?" Li Meng said.

Su Yu nodded slightly and responded: "Yes, it is an irrational situation, and it is also a stage of collective misestimation of the destruction of market value. It seems that the trend and market sentiment are very extreme and scary, but in fact, this is the best opportunity for the market to lay out. and a source of huge profits during the transaction phase.”

"The term 'value destruction' is used well." Li Meng said, "This round of adjustments in the Shanghai Stock Exchange Index, or the bear market in recent years, has indeed eliminated many domestic 'value investors.'"

"Those who have been eliminated are not true 'value investors.'" Su Yu said with a smile, "Speculation and investment are only one word different, but the trading methods and trading logic are completely different. "

"That's true!" Li Meng nodded, paused, and continued, "Looking at the market's emotional response, I'm afraid the index won't look good when the market opens today."

Su Yu responded: "It's not that it won't look good, but... it will probably be ugly!"

"What do you think?" Li Meng asked, "If the index opens sharply lower at the opening and is further away from the 2200 point mark, I am afraid that the market's panic selling and irrational selling will continue to occur, and once the market expects Once it is fully formed, it will be difficult to reverse it. If we continue to operate as we did yesterday, we may not be able to hold up the market."

In her opinion, it is simply impossible to stay at the 2200 level.

In response to this kind of emotion, one should either be ruthless and, after exhausting the panic selling, wildly create market space upwards and pull the index past the 2200-point support mark, or one should not be so rigid and allow the index to fall in free fall to truly find out. At the bottom, after clearing the selling order, quickly cover the chips and pull the market to reverse the trend.

Su Yu responded: "Looking at the market sentiment before the market opened, it is inevitable that it will open sharply lower. However, the trend after the lower opening is not necessarily pessimistic."

"How do you say it?" Li Meng asked.

Su Yu replied: "In yesterday's market trend, the main force in the market has almost come out. This judgment can be judged by looking at the data of yesterday's Dragon and Tiger List. At this moment, the chip structure in the market is actually the main force. The proportion is very low, and most of them are retail investors.”

"In other words, at this position, the positions of major institutions are very low."

"In addition, there was a lot of good news last night on the macro level."

"These good news are mostly immune to the retail investors in the market, but the main institutional groups are not a group of fools. Correspondingly, they are the smartest and relatively more rational capital groups in the market."

"This leads to a resurgence of panic selling if the market opens sharply lower."

"As their positions are very low, they have a certain need to cover chips at a low level. At the same time... they open sharply lower, and there are very few short-term speculative profits. This means that the actual selling in the market is not heavy, so... When it opens sharply lower, it may seem like the market will be scary and ugly, but in fact, at this current time point and chip structure, it’s not too bad.”

"Then let's..." Seeing Su Yu's confidence, Li Meng couldn't help but ask, "continue to stick to the pallet trading strategy?"

Su Yu pondered for a moment and responded: "We are not going to give up today. We have to wait for the market to open lower and break out of the panic market, and then forcefully create a profit-making effect and market space for the market upwards."

"Didn't you just say..." Li Meng was puzzled and was about to continue asking.

Su Yu had interrupted her and continued: "Although I said that after the index opened low and fell, the subsequent actual trend will not be too bad when many major funds need to cover their positions, but if you want the index to go out of the market, It is still quite difficult to rebound strongly and rush back to the 2200 point position to achieve our expected 'break and then establish' trend goal. After all, the main institutions that cover chips want low-level chips and will not take the initiative at this time. It’s a pull-up attack, so we need to ignite the situation and pull up the score.”

"And..."

Su Yu paused and continued: "As you just said, if the market investor group unanimously feels that the Shanghai Stock Index has actually fallen below the 2200-point support level, and the consensus expectation index must be found near 2000 points, If there is new support, it will be quite difficult to reverse the trend and reverse the market’s overall investment sentiment and investment confidence.”

"So, to avoid that from happening."

"We must also find a way to pull the Shanghai Stock Index up to 2,200 points at this time point. Only in this way can we successfully create a 'break and then stand' trend, arouse the overall market investment sentiment and investment confidence, and ultimately reverse the market trend. The long-short situation creates a sustained profit-making effect and room for making money.”

"Okay, I understand!" Li Meng nodded and stopped asking questions.

Then, she turned around and began to instruct each trading team in the trading room to prepare for all pre-market transactions.

As everyone in the trading room made preparations, time moved forward rapidly minute by minute.

After a while, with countless investors in the entire market paying close attention, the pointer moved to 9:15, and the two cities ushered in the initial collective bidding.

In an instant, nearly 2,000 stocks in the entire market began to surge!

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