Chapter 382: Using a Point to Break Through the Surface!
“Sure enough, the order was cancelled!”
Staring at the market call auction performance that has entered the point of irrevocable orders, Zhou Kan can't help but feel satisfied when he realizes that the selling funds that previously suppressed many popular stocks in 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. After 9:20, Mr. Su’s pressure on the market did not seem to be suppressed very much. The 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 recovery.”
“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 collective bidding 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, the consistent bullish situation was broken because the short-selling force was induced to sell in advance.”
"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.
At the same time...
That comes after a number of 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, stocks that have opened higher in the red market have remained constant at around 83% and no longer change 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, which is the popular concept leader in the two cities, still failed to seal the daily limit, and is still hovering around the 7.5% increase. The collective bidding has concluded the transaction order , it was close to 60,000 hands. Compared with the day before the festival, the volume was significantly increased. At this moment, some people in the main group of Yuhang Hot Capital 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 much market good news comes, it will be difficult to form a consistent long expected effect."
"Originally, I thought the market 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."
"Hopefully, 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, the index is flat and individual stocks are performing well, which is a good market for us."
"From the perspective of the entire market call auction, the hot spots of the entire market still seem to be on the two main lines of "infrastructure" and "state-owned enterprise reform", right?"
"Yes, obviously, the market following effect in these two main lines is obviously larger than other fields."
"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 to follow these two main lines."
"The key is that the current differences in the performance of a number of popular leading stocks such as Beixin Road Bridge, Shibei Hi-Tech, Shanghai Sanmao, and Shanghai Steel Union are not Small, the key stocks have opened higher than the others. In this case, it will be difficult to continue to move up, right? "
"If we don't continue to take over these leading stocks, what direction and target will we have to switch between high and low?"
"What about the concept of 'reorganization and backdoor listing'? This line... feels like it hasn't been hyped for a long time."
"There is not much chance. The current market IPO plan is only temporarily suspended. It may be restarted soon. People don't have strong expectations for this field."
"What about the growth stocks of the GEM? Mobile Internet and smart phone industry chain?"
"It is estimated that there is still no chance. The locked-in stocks are too heavy, and the performance growth rate last year was too high. The expectations for this year are far less than expected. Last year. "
"Consumption, medicine, nonferrous metals and coal cycles?"
"Then it is better to continue to speculate on "infrastructure" and "SOE reform"!"
"In fact, there are many branch lines within the two core themes of "infrastructure" and "SOE reform", which are worth speculating on, right? For example, "Shanghai Free Trade Zone", "Internet Finance", "Smart City", "Rural Revitalization", "Central Enterprise Restructuring" and so on. "
"I also think it can be further explored."
"That makes sense. The market switching within the sector obviously has great opportunities!"
"Thinking about it this way, with "infrastructure" and "SOE reform" as the core, many speculative concepts can be extended, haha... I feel that these two main themes The market, if it continues to be hyped up, can last for a long time. "
"Damn it, let's do it, and go directly to the low-level concept stocks in the field of 'Shanghai Free Trade Zone'."
"I will continue to chase Beixin Road Bridge. No matter which branch line in the sector rises, I feel that I have to rely on Beixin Road Bridge to open up the market space. In this way... As long as the two core main lines of 'infrastructure' and 'state-owned enterprise reform' continue to rise, this check will definitely have a market."
"Yes, yes, Beixin Road Bridge is the current leader of the two markets. Although the current position is not low, it is still the most liquid and safest speculation target in the market."
With the fierce discussion of various hot money in the group and the rapid update of group messages.
The trading time of the two markets was further advanced to 9:25. The call auction of the two markets ended, and the nearly 2,000 stocks that changed rapidly stagnated instantly.
After 10 minutes of call auction time...
Finally, the Shanghai Composite Index opened 0.67% higher at 2233.39 points, while the Shenzhen Composite Index and the ChiNext Index opened 0.45% and 0.39% higher respectively. The call auction trading volume of the two cities increased by about 20% compared with the large volume before the holiday. This indirectly shows that after the mood brewing during the May Day holiday, there are obvious signs of over-the-counter funds returning.
In addition to the index, the concept sector and industry sector.
The related concept sectors and industry sectors in the two main areas of "infrastructure" and "state-owned enterprise reform" still led the two markets. Among them, the opening gains of the construction decoration, building materials, steel, and real estate industry sector indexes were all above 1%, and the "state-owned enterprise reform" concept sector index also rose by more than 1%.
Of course, in addition to these popular sectors, the concept sector 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 SME boards are still sluggish, and the opening increase is significantly behind the overall market index.
As for the main lines and popular stocks in major industries.
Overall, many popular stocks in the two core main lines of "infrastructure" and "state-owned enterprise reform" still occupy the highest market attention, and the trading situation is also quite active.
Among them, the stocks that the market pays the most attention to...
Beixin Road Bridge, which has the triple concepts of "infrastructure", "state-owned enterprise reform" and "wealth road concept stocks", and has already gone out of the situation of two consecutive boards before the holiday, opened 6.38% higher, and the entire call auction turnover reached more than 37 million. The trading was fierce, and the long and short divergences at this stock price position were also huge; Shibei Hi-Tech, which has the triple concepts of "infrastructure", "state-owned enterprise reform" and "Shanghai Free Trade Zone", opened 3.76% higher, and the call auction turnover also reached more than 10 million, and the popularity and long and short divergences were 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., although the opening range is relatively weaker than Beixin Road Bridge and Shibei High-tech, they are also significantly stronger than the two market indexes.
Of course, in addition to the performance of these most popular stocks.
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" that have not been hyped on a large scale before and are relatively low, have also performed well in the entire call auction stage and have been scrambled for by a lot of funds.
And overall... after the mood brewed throughout the holiday.
The style performance of the market in the call auction stage continued the style before the holiday, showing the traditional field of the main board, which was obviously stronger than the emerging fields of the small and medium-sized board and the GEM. In other words, the market 28 style is still very obvious and has an accelerated conversion trend.
Seeing such an opening scene...
Yuhang, Yuhang Investment Company, in the internal trading room, Li Meng smiled and said: "According to the results of the opening, we should suppress the market sentiment, right?"
Next to Li Meng, Su Yu, who was staring at the large screen of the trading room, nodded slightly and responded: "It can be regarded as the completion of our set goals. The index opened high by a small margin, the emotional performance was not excessive, and the bullish sentiment was slightly dominant. With such an opening... the market should continue to fluctuate upward after the volume is released."
"But I feel that the differences in the previous popular leading stocks such as Beixin Road Bridge, Shibei Hi-Tech, Shanghai Sanmao, Kumho Group, and China Fortune Land Development are too large." Li Meng thought about it and continued, "I feel that with such a big difference, the trend of these stocks today will not be too big. Optimistic, it is estimated that it will be difficult to continue to open up space without the internal chip structure being readjusted. "
"Well!" Su Yu nodded slightly and said, "The long and short divergence of hot stocks is indeed quite large today, but fortunately... many low-priced concept stocks of the two main lines of "infrastructure" and "state-owned enterprise reform" have obvious signs of capital rushing to buy. It is estimated that under the adjustment of hot stocks, they will continue to support the two main lines of "infrastructure" and "state-owned enterprise reform". In fact... the high and low switching within the main line market is precisely the manifestation of the deepening of the market. As long as the main market funds are still gathering in this direction, there will be no problem in the continuation of these two main lines. "
"High and low switching within the main line market?" Hearing Su Yu's words, Li Meng was slightly stunned.
Then, she carefully observed the many concept sectors that Su Yu mentioned, such as "smart city", "rural revitalization", "Shanghai Free Trade Zone", "Internet finance", etc., and found that indeed, many concept stocks in these concept sectors that intersect with the two core main line industries of "infrastructure" and "state-owned enterprise reform" did have obvious signs of capital increase and rush to buy, so she was slightly relieved.
"Then do we... need to slightly adjust the position structure?" Wang Can heard the words "high-low switch" and hurriedly interrupted to ask.
Su Yu replied: "No, our capital volume is already very large. We must know how to give up some opportunities. As long as the two main lines of "infrastructure" and "state-owned enterprise reform" are not problematic, and the index and market sentiment can be stabilized, then we will conduct intraday trading in a small range and hold positions with peace of mind."
"Okay!" Wang Can responded and stopped talking.
Following a brief discussion in the trading room, at this time…
The time had already moved to 9:30, and the stock prices of nearly 2,000 stocks that had been stagnant in the two markets began to jump rapidly again, and the entire market ushered in the official continuous bidding transaction.