Chapter 177 News Ferments, Market Chooses!

The two were talking at this moment.

Inside Zexi Investment, in the trading room in the Magic City.

Just as Xu Xiang was reviewing today's market and planning the next investment theme in his mind, Zhou Kan, the head of the trading team, hurriedly reported: "Mr. Xu, Director Qiao of the Market Information Department has received news. He said that when he was drinking tea with Mr. Liang, he heard Mr. Liang mention that this month, the country should have a relatively major decision on the economic development policy of the Shanghai Stock Exchange to be implemented."

"It's already closed, and the news came at this time?" Xu Xiang didn't show too much joy when he heard the news, but frowned. "Old Qiao's news gathering is too slow, and the information channel network must be further improved. ! "

"Yes... it's news from Yanjing." Zhou Kan said, "This kind of news is usually top secret, and it must be more laborious to find out."

"No wonder." Xu Xiang reacted, "I said that today on the market, why do I always feel that there are traces of strong capital attacks on many local stocks in the Shanghai Stock Exchange? Director Qiao only found out about the movement of economic development in Shanghai, but didn't say what it specifically refers to? "

This news...

reminded him of his previous speculation about 'Yuhang Investment' building a position in Shanghai local stocks and Fortune Road hyping up the direction of Shanghai Steel Union.

Now it seems that he believes that the funds of 'Yuhang Investment' must have heard some rumors.

It's just that this fund didn't seem to hold on to the end.

At least from the market and the actions of Fortune Road in recent times, the other party has clearly withdrawn from this direction, including the positions in Shanghai Steel Union.

In fact, he just reviewed the market and observed the local stocks in Shanghai that moved today.

The stocks with the strongest trend and the largest capital inflow, including Shanghai Steel Union, the leading concept stock that rebounded, are basically stocks in the "financial" field.

"No," Zhou Kan replied, "Director Qiao said that Mr. Liang didn't know what it was specifically, but he knew that there was internal information circulating, and that something big might happen in the Shanghai market. Of course... in the big direction, it should be clear that it is a planning policy for economic development strategies."

"Local concepts in the Shanghai market, finance, insider information..."

Xu Xiang listened to Zhou Kan's report, constantly pondering and weighing the value of this news in his mind.

He can now be sure that these local stocks in the Shanghai market that moved today did not appear to have any market positive news to stimulate them, but the capital inflow behind the scenes must be the work of these insider funds who got the news before him, and the most likely direction of good news is... finance.

After all, in his view, the Shanghai market is the national financial center, and it may also be the financial center of Asia and even the world in the future.

At this time, the macro-economic direction is indeed transforming from real to virtual, and the development of national finance will be the top priority in economic construction.

Moreover, the current market IPO is suspended, and the direct financing channels for listed companies are blocked.

If the country wants the economy to return to the high-speed growth channel, it must open up this link.

However, the important policy revisions and major favorable policies on finance are usually led by one bank and three regulatory bodies, and rarely involve higher levels.

This time, the news came from the highest level.

This shocked him a little.

"Let Director Qiao help me make an appointment with Mr. Liang again!" After a moment of silence, Xu Xiang said, "I will go to see Mr. Liang in person to make this matter clearer."

He had a hunch that there was a huge investment opportunity hidden in this information.

But he didn't know which direction this huge investment opportunity was pointing to. Was it in the financial field as he guessed?

The flow of funds and subtle changes on the market can explain the future direction of some markets.

But whether the subsequent specific changes in investment direction will really follow some signs currently shown by the market is not certain.

"Okay!" Zhou Kan responded and hurried to prepare.

Xu Xiang looked at Zhou Kan who turned and left, and then returned to the computer. He immediately began to carefully check the Shanghai local stocks that moved today, and searched for various related news on the Internet.

At the same time...

Many large securities institutions, public funds, private funds, and well-informed individual investors have also heard more and more news about this.

Of course, as to what the specific matter is, what economic measures will be introduced.

In the fermentation of emotions and information over the weekend, no one can still say clearly.

It's just that there is a vague good news that covers the entire market and all the Shanghai local stocks that moved on Friday.

And under this vague good news.

Among the vast market investors, there are still differences in the investment direction of the Shanghai Index and the ChiNext Index in the future market. August 12, Monday is coming.

At 9:15, the call auction of the two markets began.

Thanks to the good and stable trend of the periphery, the entire market also showed a very good bidding trend at the beginning of the call auction, and 80% of the stocks opened high.

Then...

As the call auction progressed, the stock market in the two markets diverged.

‘Big finance’ is rising. Banks, insurance companies and securities companies, which are historically undervalued, are getting stronger and stronger in the call auction. In the initial stage of the call auction, the core concept sectors of the GEM, which were relatively strong and opened high, and the core concept stocks, are getting lower and lower in the call auction, and the selling volume is getting bigger and bigger.

Of course, in addition to these two clearly distinct areas.

The short-term popular concept stocks such as ‘reorganization through backdoor listing’, ‘4G development’ and ‘beverage manufacturing’, which were strong for half a day on Friday, became the weakest concept sectors in the two cities in the call auction. They opened low and went low, attracting countless funds and investors who chased highs on Friday, and more intense scolding.

Finally, at 9:25, the call auction ended.

The Shanghai Composite Index opened 0.37 points higher than usual, while the GEM Index opened 0.51% lower. The two once again showed a scissors gap pattern of rising and falling.

As for sectors and individual stocks,

‘Big Finance’ stabilized the situation and opened slightly higher; the ‘Pan-Mobile Internet’ concept-related sectors opened about 1% lower on average, making the strong performance at the end of Friday completely short-lived.

Among them, in the strong ‘Big Finance’, financial stocks belonging to the Shanghai Stock Exchange were snapped up by funds and opened more than 1% higher in volume; and many previous high-priced hot stocks in the ‘Pan-Mobile Internet’ related concept sectors opened more than 1% lower, among which Huaqingbao opened more than 3% lower and Shanghai Steel Union opened 2% lower.

“It seems that the funds are really attacking in the direction of finance!”

Seeing such an opening situation, Su Yu was simply amused and said with emotion: “Well, I still have more than 90 million funds that have not been bought in. The insider information funds from all parties hyped in the wrong direction for a while, which also made it convenient for me to continue to build positions in Waigaoqiao and get relatively cheap chips.”

Looking at the attacking behavior of these funds on ‘Big Finance’.

Su Yu knew that many main funds should have smelled something unusual at the weekend and knew that there would be great news in a certain direction of the market.

"Mr. Su, this is not right..."

Observing the opening of the market, which was very different from what he expected, Li Meng said: "The specific direction of the capital attack seems not to be trade, ports and infrastructure, but finance. Pudong Development Bank was attacked as the core. In the entire call auction, more than 60 million funds were rushed to buy."

"It doesn't matter!" Su Yu replied with a smile, "Before the specific market news came out, everyone was actually guessing. We just need to believe in our own judgment."

"As long as the funds are indeed circling in the field of the 'Shanghai local' sector."

"That proves that the news I got should be true, and there is no problem with the logic."

"And even if we make a wrong prediction and fail to grasp the core, most of the time... we can still get a sip of soup, so there is no need to worry at all."

"Okay!" Li Meng responded and stopped talking.

Then, 9:30 came and the two markets began formal trading.

Su Yu saw that the entire ‘big finance’ sector of the market, including many stocks in the ‘Shanghai local’ sector, which was the core of the news source, began to be attacked by a large amount of funds, and gradually increased in volume and became stronger. On Friday, the GEM index’s ‘pan-mobile Internet’ related hot concept sector, as well as many high-priced hot concept stocks, lost blood again, continued to open low and go low, and rapidly expanded the decline.

Of course, among them, the ‘Internet finance’ sector became the only exception.

This sector passively followed the fluctuations of ‘big finance’ today, attracting many funds to attack. In the situation where the entire GEM high-priced hot sector was insufficient to undertake and funds were rapidly retreating, it actually maintained a high-level shock trend and gradually stabilized the trend.

And within this sector.

As a local stock in the Shanghai market, it also has the attribute of ‘financial concept’ and is the core leader of market popularity. Naturally, Shanghai Steel Union is the core party of funds.

I saw that this check fell 7% at the opening, and after the official opening, it was pulled up by funds.

It has been fluctuating between 55 yuan and 57 yuan, which not only gives people a possible hope of a rebound, but is not completely strong, which makes people worry.

Of course, even so...

The trading situation of this check and its liquidity are also the most intense and abundant in the market.

Su Yu took a look at the trend of Shanghai Steel Union and showed a little surprise at its tenacious attitude. However, he knew that more than 1 billion yuan of locked-in and loss-making plates have been formed in the range of 70 yuan to 65 yuan, and the chip peak has been completely formed. Now there is no clear good news, and it is not realistic to want to cross it.

Moreover, even if the core main line of the "Shanghai Free Trade Zone" comes out.

The market is active. Funds, if there are other ticket options, will definitely not do it again. The internal chip structure has completely changed. Not far above, there are more than 30% of the circulating stocks, with about 1 billion locked-in stocks.

In other words, even if the subsequent heavy good news comes out, this check, which has been hyped several times, can only be a situation of good news shipment, high opening and low closing.

It is impossible to have another sharp wave of consecutive gains in the short term.

Thinking of this, Su Yu paused and then moved his eyes to the Waigaoqiao stock again.

At this moment, this stock is fluctuating around the price of 13.05 yuan, with a small increase of 0.56%. The intraday trading volume is significantly larger than yesterday, but not much. After 12 minutes of trading time, a total of more than 11 million funds have been traded.

This volume... compared with its more than 5 billion circulating stocks, it can really be described as "scarce".

Of course, this also shows that there are a lot of deposited chips in this check, that is, the majority of retail investors in the market have been seriously trapped. The stock price has not risen significantly, and they cannot be untied or recover on a large scale. They are too lazy to sell.

As for whether there are any institutions in the deposited chips of this check.

Su Yu knows that the public fund institutions have cleared their positions on this check long ago, and only one social security fund is still there. As for the private equity institutions, he can't find it, so he doesn't know.

However, judging from the fact that he has been paying attention to this check for several weeks in a row and has been buying it continuously.

In addition to the "Jingda Investment" that has already withdrawn, there should be no private equity institutions.

After all, if there is a major capital transaction, it should not escape his eyes for such a long time, of course... unless the other party can be more patient than him and can keep locking the position and remain indifferent.

Staring at the market and thinking for a while...

Su Yu began to continue to buy large orders into small orders and take the initiative to take over the market.

He believed that with his buying method, when the market funds and funds focus on the direction of "big finance", no one should notice him.

However, 6 minutes later.

When he just took over an order of less than 2 million, the originally calm Waigaoqiao market suddenly changed. A huge order of 5,000 lots directly swept the buying market upwards, instantly disrupting his buying rhythm.

PS: Monthly tickets, please give me some monthly tickets, and wish everyone a happy Dragon Boat Festival!!!