Chapter 383 The Main Force Saves Itself!
I saw that under the short five-minute emotional brewing, the differences on the market of various stocks that opened higher became increasingly wider.
A number of popular mainline leading stocks such as Beixin Road and Bridge, Shibei High-tech, Shanghai Steel Union, Shanghai Sanmao, High-tech Development, Shanghai Construction Engineering, etc., can further increase their market volume, and at the same time, their stock prices can also increase significantly. Among them, the stock price of Beixin Road and Bridge fell to about 5% within one minute. Shibei Hi-tech, Shanghai Sanmao, and Shanghai Steel Union had several checks, and the stock price growth even dropped to near the flat plate.
And accompanied by the rapid decline of these popular mainline leading stocks.
In the market, several major indexes have also fallen rapidly from their high openings.
At 9:33, within 3 minutes of the opening, the small and medium-sized board and ChiNext indexes swallowed up all the gains from the high opening, forcing the market to close at the top.
At 9:35, the Shenzhen Index retreated, swallowing up all the gains from the higher opening.
At 9:39, the Shanghai Stock Index's gains retraced to within 0.3%, almost completely swallowing up all the gains from the higher opening. However, the two core main lines of the market's 'infrastructure' and 'state-owned enterprise reform', the concept sector index and industry sector index in related fields, increased by have also fallen back to less than 1%.
At 9:41, Beixin Road and Bridge, the core concept leader that attracted the most attention in the two cities, began to rebound briefly after its increase dropped to a minimum of 3.22%. At the same time, the intraday transaction volume also exceeded the 200 million mark, showing extremely intense trading. Investment scene and market liquidity.
As Beixin Road and Bridge bottomed out during the session...
After the emotional catharsis at the beginning of the market, major popular stocks and core market main lines have also begun to bottom out and rebound.
At 9:43, Beixin Road and Bridge rose back to about 5%. After hitting the lowest point of 2223.21, the Shanghai Index quickly pulled back to the 2230 point mark. Similarly, the Shenzhen Stock Exchange Index, GEM Index, and Small and Medium-sized Index also They have turned from green to red and returned to an upward trend.
At 9:45, the Shanghai Stock Index began to fluctuate sideways near 2230 points.
At this time, popular concept leading stocks such as Beixin Road and Bridge, Shibei High-tech, Shanghai Sanmao, and Shanghai Construction Engineering, as well as mid- and large-cap main line blue-chip stocks such as Huaguo Construction, Huaguo China Railway, Huaguo MCC, and Huagong International, also They fluctuated sideways near the opening price, continuing to digest profit taking orders and floating hold-up orders in this price range.
At 9:51, in the two core themes of 'infrastructure' and 'state-owned enterprise reform', when the popular stocks in the early stage fell into sideways fluctuations at relatively high levels, active funds from all walks of life chasing hot spots in the market began to move rapidly. There was an inflow into low-priced marginal concept stocks in the two core main areas of 'infrastructure' and 'state-owned enterprise reform'.
At 9:55, many popular stocks were still trading sideways at high levels, with heavy volume and stagnant growth, making it difficult to continue to break through.
Some low-level local state-owned assets-backed stocks with the main concepts of "infrastructure" and "state-owned enterprise reform" are superimposed, such as Chongqing Development, Beijiang Communications Construction, Delong Transportation, Gannan Expressway, Pudong Construction... and other stocks. One after another began to rise rapidly, among which three stocks, Beijiang Communications Construction, Pudong Construction, and Chongqing Development, hit their daily limits one after another.
At 10:01, within the two main areas of ‘infrastructure’ and ‘state-owned enterprise reform’, related concept sectors and industry sectors began to rise again.
Only this time, it is no longer the previous popular stocks that drive the indexes of various concept sectors and industry sectors.
On the contrary, there are some fringe concept stocks that are making up for the gains at low levels.
At 10:05, as these low-end marginal concept stocks surged to make up for the gains, concept sectors such as 'Shanghai Free Trade Zone', 'Smart City', and 'Rural Revitalization' began to rise more than the 'state-owned enterprise reform'. The concept sector ranks at the top of the growth list of concept sectors in the two cities. At the same time, in terms of industry sectors, 'public transportation' and 'real estate' also squeezed into the forefront, surpassing the two leading 'building decoration' and 'building materials' at the beginning of the session. The major industry sectors ranked at the top of the industry sector growth lists in the two cities.
At 10:10, when the two core main lines of 'infrastructure' and 'state-owned enterprise reform' were completing the high and low switching of the market within the sector.
There is a main force of funds that launched an attack on the ‘military industry’ field.
I saw several consecutive large orders of 10,000 lots hitting the Hongdu Airlines stock market, directly driving its stock price from an increase of more than 1 point to more than 5%, and at the same time... within the same sector , there was also a large influx of buying funds on the stocks of Aviation Power, Asia Star Anchor Chain, Beidou Star and other stocks, and the stock prices changed significantly.
Under this surge of main funds...
At 10:12, Hongdu Airlines hit the daily limit in a straight line. The indexes of the 'National Defense and Military Industry' industry sector and the 'Military Industry Concept' sector, led by Hongdu Airlines' closure, also made lightning breakthroughs. The two cities originally lagged behind the broader market performance, and no one The situation of concern directly jumped to the forefront of the gains in the two cities, second only to the performance of related concept sectors and industry sector indexes in the two main areas of 'infrastructure' and 'state-owned enterprise reform'.
"Hey, the military industry actually rushed out!"
Seeing the changes on the market, in the trading room of Zexi Investment Company in the Magic City, Zhou Kan said in surprise: "Boss, it seems that in this market, there is someone who wants to borrow the main capital of the shareholder style of 'Yuhang Investment', Mr. Su. It’s really quite a lot. The military industry line can still be brought out without obvious market expectations.”
"Rapidly rising, and the volume is not released. This kind of pulse-like fluctuation is nothing but a scam." Xu Xiang stared at the Hongdu Aviation, which had already reached its daily limit, and the "military industry" related sectors that rushed to the top of the two cities' growth list on the big screen in the trading room, chuckled and said, "It is probably the main funds of large institutions that are deeply trapped in the "military industry" field. Taking advantage of the market, the market is self-helping. After all, except for the Hongdu Aviation check that is the main target, the other tickets... basically have no volume and continuous space."
"I also feel like it is the main force saving itself." Zhou Kan nodded in response.
Xu Xiang's eyes were bright, and after a pause, he continued, "Today's market sentiment is not bad. The field of 'military industry' involves some concepts of wealth. This kind of rapid pull-up trend should be able to deceive some people. This main force of self-rescue funds is smart to pull the market in a 'point-to-surface' manner at this time."
"Okay, don't pay attention to the field of 'military industry'..."
Xu Xiang pondered for a moment, and then said, "Today's market performance, the real core of the market is the internal market switching of the two main lines of 'infrastructure' and 'state-owned enterprise reform'. Judging from the trading conditions in the first half an hour, the market of the two main lines of 'infrastructure' and 'state-owned enterprise reform' has begun to develop in depth."
"Boss, are you talking about the 'Shanghai Free Trade Zone' field and the transportation sector that led the rise today?" Zhou Kan responded.
Xu Xiang responded: "Not only these two sectors, the previous hot stocks of the two core themes of 'infrastructure' and 'state-owned enterprise reform', such as Beixin Road and Bridge, Shibei Hi-Tech, Huaguo Communications, Huaguo MCC, Huagong International... and other stocks, opened up the market's rising space and valuation space. With the rapid recovery of market sentiment, many other stocks with the same concept that were previously left behind due to insufficient incremental funds in the market, and the expectations and imagination space have all come out."
"In other words, the two core market themes of 'infrastructure' and 'state-owned enterprise reform' will spread comprehensively under the leadership of the previous hot stocks."
"Today's 'Shanghai Free Trade Zone' and 'Transportation Sector' are just two of them."
"Whatever concept sector is in the future, as long as it can be involved in the concepts of 'infrastructure' and 'state-owned enterprise reform', it can be hyped according to the expected logic of these two main themes."
"I call this 'pan-mainline concept' hype."
"Pan-mainline concept hype?" Zhou Kan was a little stunned, "What's the difference ?”
Xu Xiang smiled and continued: "When the market deepens and spreads, the hype vitality of the main market will be greatly improved. At the same time, after superimposing multiple concepts, the imagination space and hype stories will be much broader, which is more conducive to the continuation of the market's money-making effect. "
"Moreover, once this logic is generally recognized by the majority of investors in the market. "
"Then the hype space height of core concept stocks will also be greatly increased, and the corresponding...the rebound height of the index will also be more likely to exceed previous expectations. "
"In general, the deepening development of the main market is a good thing. "
"Then we..." Zhou Kan responded, "Do we need to make corresponding adjustments?"
Xu Xiang thought for a while and said: "You can increase some low-priced stocks in the fields of 'infrastructure' and 'state-owned enterprise reform'. As for the targets...choose a few checks that have already rushed out during the session and have been recognized by active funds in the market, such as Chongqing Development, Northern Xinjiang Communications Construction, Pudong Construction, etc. "
"Okay!" Zhou Kan responded and immediately issued instructions to the traders.
As his order was issued...
The market trading time at this time had already passed 10:20.
On the market, the "military industry" sector, which had surged sharply, began to fall rapidly from its high point without being generally recognized by active market funds, and the follow-up volume was not enough to support the rapidly rising stock price. Among them, Hongdu Aviation, as the core leader in the sector, saw its original daily limit quickly opened amid the rapid decline in the entire "military industry" sector, and its stock price fell from the daily limit price.
"Fuck, the "military industry" line is a scam, and Hongdu Aviation can't even close the first board?"
Seeing that the "military industry" sector has gone through a pulse-like high-rise and fall trend, in the previous wave of pull-ups, some investors who chased highs and bought in sighed in frustration.
"No doubt, it's a scam!"
"Fortunately I didn't chase it, otherwise I would have been buried again. The main force pulling the 'military industry' line is simply poisonous!"
"The main force is pulling blindly. There is no expectation at all in the field of 'military industry'. Those who follow the trend are also stupid. They don't think that as long as the stocks held by Mr. Su will rise, right?"
"According to the fund holdings announced by Mr. Su, the overall holdings of the two main funds of the 'Yuhang system' in the field of 'military industry' are less than 5% of the total positions. This line is not the main line that Mr. Su focuses on at all. It is indeed not necessarily that it will rise. Today's trend is mostly caused by the market being The main force trapped saved itself."
"Indeed, but there shouldn't be many people following up, right?"
"Investors who are still paying attention to the stock market and trading on the floor are basically old stock investors. There are newcomers, but they are definitely few. Few people will be fooled by such tricks that are not uncommon."
"The two core themes of "infrastructure" and "state-owned enterprise reform" are still stable."
"Indeed, but it feels like all low-priced stocks are making up for the rise today. The hot stocks in the early stage basically fluctuate around the opening price."
"Yes, even Beixin Road Bridge seems to have some volume stagnation."
"The popular stocks have risen a lot in the early stage. Compared with the index increase, it almost generally exceeds the index increase by about 20%. Now it is fluctuating at high levels. If you stop for a while, there is nothing wrong with it."
"Although the popular stocks in the early stage were a bit sluggish at high levels, the indexes of various concept sectors are still very strong."
"Well, the strongest concept sector today is actually the 'Shanghai Free Trade Zone'. It seems that this sector, which has completely fallen back to its original point after being hyped last year, has great opportunities in the future!"
"The transportation sector, the high-speed rail sector, the concept of rural revitalization, etc. are also quite strong today."
"It feels like the market is diverging."
"It's not diverging, it's deepening. On the whole, the stocks that have surged today still haven't deviated from the two core directions of 'infrastructure' and 'state-owned enterprise reform.'"
"Really, Chongqing Development, Beijiang Communications Construction, Pudong Construction, Shanghai Construction Engineering, Financial Street... and other stocks that have soared are still in the two main areas of 'infrastructure' and 'state-owned enterprise reform', everyone... …According to this market trend, are there greater opportunities for concept stocks in the fields of 'infrastructure' and 'state-owned enterprise reform' to catch up at low levels at this time?"
"I can't say for sure, but whether it is a popular stock in the early stage or a concept stock that is making up for the increase at a low level, it should still be able to rise."
"In short, just buy based on the two main themes of 'infrastructure' and 'state-owned enterprise reform'."
"Looking at the turnover rate of Beixin Road Bridge, it will be difficult to seal the board today."
"It is true that the pressure on the Third Board is great, but even if it cannot rise to the limit today, it should not fall."
"Even if it can't reach the daily limit, Beixin Road and Bridge is still the highest bidder among the two core main lines of 'infrastructure' and 'state-owned enterprise reform' in the current market, right?"
"There is no doubt that, looking at the turnover and trading volume, it is definitely and still the leader that attracts the most attention in the two cities."
"Then don't worry too much. This fluctuating trend of changing hands is definitely not a sign that the stock price has peaked. And since it is not a sign of a peak, then I will just continue to hold it."
"It's the same thing again. It's hard to catch a leader. I won't sell it until I see Mr. Su's 'Fusheng Road' seat sold on the Dragon and Tiger List."
Numerous retail investor groups had heated discussions and quickly followed suit and adjusted their positions...
At this moment in Yanjing, Chenghua Public Fund Company, ‘Chenghua Selection No. 1’ fund product internal trading room.
Fund manager Gong Tiancheng couldn't help but sigh as he looked at the industry sectors and concept sectors related to the two main lines of 'infrastructure' and 'state-owned enterprise reform' that were fluctuating and rising, as well as the 'military industry' sector that was falling rapidly and had almost returned to its previous position. After a sigh, he said: "Sure enough, without other favorable market cooperation, it is still difficult to form a sustained follow-up force and truly maintain the market of the 'military industry' line based on the reputation of Mr. Su of 'Yuhang Investment'."
Just now, the wave of concentrated price increases in the 'military industry' field was their work.
It's just a pity that it didn't really stimulate the market of this line.
"How many chips did we throw away?" After sighing helplessly, Gong Tiancheng turned to the assistant Zhou Qiang behind him and asked.
Zhou Qiang took a look at the background data on the computer and said: "We sold a net amount of 47 million yuan. Our fund's position in the 'military industry' field has been reduced a lot, but compared to our expectations, there is still a certain gap. ”
"47 million!" Gong Tiancheng murmured the number again, remained silent for a moment, then continued to sigh and said, "Since we have tried it and can't drive the market of this line, let's continue to sell and sell when the market falls. At the same time... I used the reduced funds to buy low-priced high-quality stocks in the fields of 'infrastructure' and 'state-owned enterprise reform'. The market conditions for the two core main lines of 'infrastructure' and 'state-owned enterprise reform' are getting deeper and deeper. I feel that the low-level stocks are After a batch of high-quality stocks make up for the gains, I am afraid that the main rising market of these two main lines is coming. We must complete the core position adjustment of the fund as soon as possible before the main rising market of these two main lines begins. "
"Is there really no chance for the military industry?" Zhou Qiang looked at the fund account that was in total losses and asked helplessly.
Gong Tiancheng responded: "Who knows? But we have been guarding for so long, and we really haven't seen any opportunities. Instead, we have held positions in weak sectors and been hesitant. We have missed the entire outbreak of the two core main lines of 'infrastructure' and 'state-owned enterprise reform'." Looking at the initial market situation now... When it comes to trading decisions, no matter whether the account is losing money or not, when the main market opportunity comes, we should not have any hesitation! "
"Adjust positions!"
Gong Tiancheng paused and said firmly: "The future is always uncertain. What we can do to quickly recover the loss of the fund's net value is to follow the trend of the main market trend!