Rebirth of the investment era

At 11:10, ‘Western Securities’ fell to the limit.

'Southwest Securities, Pacific Securities, Huaxin Securities, Huazhong Capital, Harbin Investment Capital, Xiangcai Securities...' This large number of securities stocks have exploded and fallen wildly. Within one minute, the market decline has generally expanded. It reached more than 2 points. Among them, the four securities stocks of Huazhong Capital, Huaxin Securities, Xiangcai Securities, and Harbin Investment Capital all fell by more than 5% in an instant.

At 11:11, "Huaxin Securities, Huashang Securities, Huatong Securities, Huatai Securities..." A large number of securities-heavy stocks were also directly affected, and they quickly exploded in volume. Among them, the check of "Founder Securities" was Although it didn't rise much in the first place, it suddenly exploded to a drop of around 8 points.

At 11:12, it was only 2 minutes before ‘Western Securities’ hit its limit.

At this moment, the 'Securities' sector index jumped from a 23% decline to a 67% decline, setting a new intraday low.

At 11:13, the ‘Securities’ sector experienced a sharp decline, almost collapsing.

The banking, insurance, and Internet finance sectors have also been severely affected.

I saw only two major weighted stocks: banks and insurance. At this moment, the industry sector index once again expanded to a 2% decline.

As for the ‘Internet Finance’ sector index.

At this moment, it directly reached the 4% drop position again, and the two stocks "Flush and Oriental Fortune" fell on the market.

At this moment, Lightning expanded to a 7% decline.

At the same time, at this moment, the stock price of 'Huake Financial' hit the lower limit, and the stock price of 'Shanghai Steel Union' fell by 8%.

At 11:14, the panic selling effect triggered by "Western Securities" quickly spread to the main line of "big infrastructure". Suddenly, "building decoration, building materials, steel, commercial real estate development, machinery and equipment, public transportation" Transportation, non-public transportation...' and other industry sector indexes also fell rapidly again.

At 11:15, the 'National Defense Industry' industry sector suffered another heavy setback, and the check for 'Hongdu Airlines' plummeted to the limit at this moment.

At 11:16, the intraday trading volume of "Huaxin Securities" reached about 8 billion, and the market decline once again expanded to about 5%.

At 11:17, the market decline of ‘Huaguo Construction’ expanded to around 75%, and the intraday turnover reached about 4 billion. Compared with yesterday, the volume continued to increase.

At 11:18, ‘Huaguo MCC’ ​​hit the limit.

At 11:19, due to the impact of the limit drop of 'Huaguo MCC', 'Huaguo China Railway, Huaguo Railway Construction, Huaguo Communications Construction, Huagong International, China South Locomotive, China North Locomotive, Huaguo Baosteel...' and so on A large number of "China-headed" infrastructure-heavy stocks also fell rapidly.

At 11:20, ‘Bayi Steel’ hit the limit.

At 11:21, after a brief struggle, the check of 'China Metallurgical Corporation' was sealed below the limit.

At 11:22, "Beijiang Communications Construction", an old monster stock in the main line of large-scale infrastructure, suddenly crashed and fell to the limit.

At 11:23, ‘Fushun Special Steel’ fell by 7% during the day.

At 11:24, the two major sectors of nuclear power and military industry continued to suffer heavy losses. The index of the 'National Defense and Military Industry' industry sector fell by 5% during the day.

At 11:25, the intraday decline of ‘Huagong International’ expanded to 7%.

At 11:26, the stock price of Flush reached its limit.

At 11:27, in the ‘commercial real estate development’ industry sector, the stock price of ‘Kumho Group’, a company owned by the ‘Yuhang Group’, hit the limit.

At 11:28, ‘Huaxin Securities’ intraday decline expanded to 4%.

At 11:29, the "Shanghai Sanmao" fell to the limit. The entire "Shanghai Free Trade Zone" concept sector suffered a heavy setback, and the "shipping port" sector was also affected, causing a certain degree of panic selling.

At 11:30, when the two markets closed at noon.

After half a day of trading, the Shanghai Stock Exchange Index finally settled at a 27% decline, almost closing at the lowest point in the session, while the A50 Index plummeted 23% in half a day, completely losing its previous strong momentum. As for the Shenzhen Stock Exchange Index and Entrepreneurship Index, The performance of the board index and the small and medium-sized board index was slightly stronger than that of the Shanghai Index, basically closing at a 2% decline.

In addition to the performance of major market indexes...

Take the midday closing results as an example.

The core main lines of the two cities, the corresponding industry sectors, and the performance of concept sectors.

Throughout November, we can see that the main areas of 'big finance', 'big infrastructure', 'military industry', 'sub-new stocks', and 'film and television media' that have continued to be sought after by various active capital groups in the early stage, and Related industry sectors and concept sectors all suffered heavy losses today.

Among them, the securities sector plunged 83% in half a day.

The Internet financial concept sector plunged 76% in half a day.

The national defense and military industry sector plummeted 11% in half a day.

Other banking, insurance, construction decoration, building materials, machinery and equipment, public transportation, non-public transportation, commercial real estate development, steel, cement, Shanghai Free Trade Zone, China-Japan-Korea Free Trade Zone, reform and reorganization of central and state-owned enterprises, Eurasian Economic Belt, Northeast Revitalization, National Defense and Military Industry, Nuclear Power, Large Aircrafts, Domestic Aircraft Carriers, and many other industry sectors and concept sectors all fell between 5% and 5% in half a day, significantly underperforming the Shanghai Index.

On the contrary, the performance in November was not very good, and it seriously lagged behind the growth of the market in 'big consumption', 'non-ferrous cycle', 'petrochemical industry', 'animal husbandry', 'agriculture', 'mobile Internet', and 'smartphone industry'. Main-line fields such as "chain" and "pharmaceutical", as well as related industry sectors and concept sectors, performed relatively strongly today.

Among them, there are four major industry sectors: automobiles, food and beverages, retail, and pharmaceutical business.

Even though the major indexes in the two cities plummeted, they actually maintained the red closing situation at noon.

As for the performance of popular stocks in the two cities.

I saw a number of popular stocks that ranked among the top 20 in terms of attention and discussion among the broad investor groups in the two cities.

Basically half of the popular stocks are stuck at their daily limit.

Among them, ‘Huaxin Securities’, which ranked first in the market, closed down 33%.

Western Securities, which ranked second in popularity, closed at the limit.

‘Yingkou Port’, ranked third, continued to close at the limit.

There are also popular ones such as 'Huake Shuguang, Blue Stone Heavy Equipment, Great Wisdom, Flush, Shanghai Sanmao, Shanghai Steel Union, Huaguo Construction, Huaguo MCC, Huagong International, China Airlines Heavy Machinery...' Stocks, more than half of the stocks, were pressed to death at the lower limit when the market closed.

Overall, based on the closing situation at noon.

In the two cities, all the concept stocks held by the 'Yu Hang Series' were all subject to crazy selling and concentrated selling by various major financial groups.

On the contrary, they are unpopular stocks that are not from the ‘Yuhang series’.

Since there is not much profit taking, and there are not many active main funds paying attention, it is relatively defensive.

However, regardless of whether it was because of the large-scale reduction of positions and profit taking by the core market institutions of the "Yu Hang Group", this wave of market plummeted across the board.

In terms of this closing situation.

The vast investor community in the market saw the midday closing results of the two cities.

I was extremely disappointed.

Many people's belief in the bull market has been wiped out by the large-scale reduction in positions by the 'Yu Hang Group' and the overall plummeting trend of the market.

"Oh, you really shouldn't hesitate in the early trading. I didn't expect that as the market trading time went by, the killings became more and more ruthless."

After the two cities closed at noon, the large number of retail investors gathered in the stock discussion area of ​​the trading platform sighed helplessly, feeling dissatisfied with such market trends.

"The core lines of 'big finance', 'big infrastructure' and 'military industry' are in a trend of total collapse!"

"Is it possible that Mr. Su is still smashing things today?"

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"It's not necessarily Mr. Su's fault, right? It should be that a lot of funds are selling stock chips in these major areas."

"Oh, it's so difficult. Why is it so difficult for the Shanghai Stock Exchange Index to stabilize at 3,800 points?"

"Don't talk about 3,800 points. Looking at the market trend today, it is estimated that the closing price of 3,700 points will not be maintained."

"There is a high probability that the Shanghai Stock Exchange Index will go back to 3,500 points, right?"

"I'm worried that even 3,500 points may not be able to sustain it. The plummeting trend of the two core main lines of 'big finance' and 'big infrastructure' has proved that the chip structure of these two core main lines has completely loosened. So... the selling will only get heavier."

"Looking at it now, yesterday's trend is really all good news."

"If you ask me, the market trend yesterday was too bad, which led to a more serious decline in the market today."

"Too many funds were buried in it yesterday. Can these buried funds escape today without smashing the market?"

"Oh, I'm really depressed. I even added to my position in the early trading to buy the dip. Now I'm really catching a flying knife."

"Niubi, the market trend is like that in the early trading, the whole market is opening low, and you are still buying at the bottom? Is this because you have so much money that you have no place to spend it? If you have no place to spend it... why not give it to me!"

"Although the market trend is not good and the disk performance is very bad, the underlying logic of the bull market should still be there, right?"

"At present, the overall upward trend of the Shanghai Stock Index has not been destroyed."

"The underlying logic of the bull market definitely still exists, and if you look at the monthly trend of the Shanghai Stock Exchange Index, it is obvious that the monthly golden cross is completed, and the golden cross has been completed. I feel that at this time, no matter how the market adjusts, overall it should still be It’s still in the bottom area, so there’s no need to panic.”

"Although the underlying logic of the bull market is still there, the probability of the Shanghai Stock Index falling back to 3,500 points, or even 3,000 points to hit support is still quite high. Once the market adjusts deeply, the position holding experience will be really bad, and the index If the correction continues, the correction of individual stocks will usually be deeper."

"In any case, in the short term, we must avoid the two core themes of 'big finance' and 'big infrastructure'."

“Avoid all concept stocks of Mr. Su’s ‘Yu Hang Group’.”

"Success is really the 'Yu Hang system', and failure is the 'Yu Hang system'."

"The main reason is that Mr. Su's position size is too large. After the funds on the market discovered that Mr. Su's 'Yuhang Department' began to reduce their positions on a large scale, in order to avoid the continuous selling of the main funds of the 'Yuhang Department', then You have to take the initiative to smash the market and take profits first."

"Despite this, I think there is obviously a chance for the market to restart with the two main lines of 'big finance' and 'big infrastructure'!"

"That's for sure. After analysis and analysis, I still feel that the expectations of the securities sector are the strongest and most certain."

"I agree. Anyway, I didn't have time to sell yesterday. Now that there has been such a correction, there is no need to sell. I will wait for more than a month at most. Before the corresponding annual report results of the securities sector are announced, these heavyweight securities stocks and popular stocks in the securities sector will The securities sector will definitely return as the king. After all, in the entire market, there is currently no industry sector with stronger expectations for a performance explosion than the securities sector."

"As the saying goes, the lower the price, the more you buy."

"As long as you firmly believe that this is a bull market, I don't think there will be any big problems."

"Yes, as long as the basic logic of the bull market is still there and the pattern of the bull market is still there, then sooner or later the stock price in your hand will rise."

"In fact, today's market trend can refer to the plummeting trend on November 10 last month."

"Yes, I feel like even if the market drops sharply today, we should obviously be able to turn around."

"So, this is not a selling point, but a good buying point."

"At least I think so."

"If you want to be more conservative, wouldn't it be better to buy consumer goods and medicine at this time?"

"I also think it is better to buy consumer goods and medicine at this time. Let me tell you... there is no need to follow the market trend."

"I don't think so. I think it's better to speculate in stocks based on expectations."

"It feels like the two main lines of 'big finance' and 'big infrastructure' have completely collapsed and adjusted, and the two main lines of 'big consumption' and 'medicine' can't support the market, right?"

"Looking at the market trend this morning, the attack directions of various funds based on the idea of ​​'high-low switching' are not only 'consumption and medicine', but also 'non-ferrous cycle', 'coal', 'petrochemical industry', What about the main areas of 'mobile Internet' and 'smartphone industry chain'."

"Even if these are added, I personally think it is still difficult to support the market, right?"

"No, according to you, if the two main lines of 'big finance' and 'big infrastructure' cannot improve, the market trend will not improve?"

"I think that's more or less the case!"

"If you want the market to go well, the two main lines of 'big finance' and 'big infrastructure' should not go up, at least not plummet, right?"

"Sigh, today's comprehensive slump in the two core lines of 'big finance' and 'big infrastructure' has really affected the market's investment sentiment."

"I hope the two main lines of 'big finance' and 'big infrastructure' will not fall again in the afternoon."

"Whether it goes down or not, only funds have the final say. I feel that with so much incremental funds buried yesterday, if all these funds fall out of the market today, the current market trend will be really bad."

"Let's take a look first. I think it's better to watch more and move less in the stock market these two days."

"Anyway, I won't follow this so-called 'high-low switching' form."

"Judging from the market trend in the morning, the two main lines of 'consumption' and 'medicine' have not supported the market at all. I estimate that after the market opens in the afternoon, there is a high probability that it will plummet."

"Let's go down. It's best to fall back to 3,000 points so that I can continue to increase my position."

"No, I was full at 3800 points. If the index really drops back to 3000 points, the market value of my position will be cut in half!"

"I hope the profit orders on the market can be cleared soon!"

"Well, after looking at it, it's better to avoid the current market first."

"I feel that Mr. Su's 'Yu Hang Group' probably did not hit the market today. The check of 'Western Securities' dropped to its limit today. It is definitely not Mr. Su's handiwork."

"It would be better if Mr. Su's 'Yu Hang System' was not destroyed."

"Let's take a look at the trend this afternoon..."

"Isn't this method of buying consumer goods and medicine when the market panics like the old almanac?"

"I hope I can get up to speed in the afternoon. The check from 'Huaxin Securities' I made yesterday, I lost almost 10 points in two days. It's really miserable."

"Who said before that it was easy to make money in a bull market? What the heck... in two days, I lost a net loss of 100,000!"

In the midst of heated discussions among retail investors.

Previously, the entire network had quite unanimous bull market expectations, as well as bullish and long sentiments. After the market's half-day plunge, and yesterday's large-scale reduction of positions and profit taking by the 'Yu Hang Group'.

Although there is no clear reversal of momentum yet, there is already a huge emotional divide.

And while this long-short sentiment continues to ferment.

The one and a half hour break at noon can be said to fly by.

Unknowingly, when everyone was hoping that the market trend would be better in the afternoon and that the market could get out of the deep V reversal, 1 o'clock in the afternoon arrived. After a short break at noon, the two markets once again ushered in the official continuous bidding trading period. . (End of chapter)