Chapter 393: All the Good News Has Come Out, and the Situation Suddenly Changes!
"Who is building a position in 'Big Financial' stocks?"
Seeing the opening results of the two cities and the brief market suspension period, someone in the Yuhang main hot money internal group where Su Yu belonged said very worriedly: "The current market volume and energy situation, 'infrastructure' and 'state-owned enterprise reform' two main line It will be very difficult to support the market. Once the "big finance" gains momentum and creates a siphon effect on active funds in the market, the market conditions that have finally been pulled up, as well as the bullish sentiment and confidence that has been gathered, may be destroyed again. "
"Hey, indeed, I don't know what kind of stupid funds dare to touch the securities sector at this time."
"Now that the bull market is coming, securities should go first! Securities are the pioneer sector of the bull market. At this time... the talk of the bull market has become very popular. It should not be surprising for someone to place orders for securities, both logically and emotionally, right? "
"The key is that the trading volume of the two cities is 100 billion, which cannot support the market situation of the 'big financial' sector!"
"At this stage, the possibility of a bull market has increased, but under the premise that the market turnover has not increased significantly, and the potential investor groups outside the market have not yet entered the market on a large scale with funds to raise funds, the 'big financial' sector, It is difficult to have the gene for sustainable market development.”
"Hey, let's see...if the market opens later and the main funds rush to buy securities, I will run away immediately."
"Yes, yes, if the main funds dare to buy securities at this time, they will be chasing people away."
"I hope some big funds are not so stupid!"
"Actually, it's not just a matter of 'big finance'. In today's opening, in the two core main areas of 'infrastructure' and 'state-owned enterprise reform', many tickets are under selling pressure. The situation is obviously aggravated. I feel that there are many in the market. The latent funds are taking advantage of the favorable conditions to ship goods.”
"Well, there are indeed signs of this. China Construction, China MCC, Huaguo Construction, China South Locomotive, China North Locomotive and many other core stocks of 'infrastructure' and 'state-owned enterprise reform' held by President Su are all There is an obvious trend of increasing volume, and the overall call auction trend of these stocks is basically declining slowly. It seems that the upward pressure is obviously increasing, and the chip structure on the market has become less stable. "
"Beixin Road Bridge's opening situation will probably not be sealed."
"I thought today would be a unanimous acceleration of the market trend, stimulated by major positive news. But now... market differences still clearly exist!"
"Friday's positive news is indeed a major positive, but it's a pity that the market has already risen a lot in advance."
"Indeed, the accumulation of profit orders on the market is quite serious, and many funds should have obvious profit-taking needs. In addition, the Shanghai Stock Index is near 2,400 points, and there is already great upward pressure. It is difficult to be too optimistic about today's market. ”
“Let’s see how the market volume reacts after the opening. If under this high sentiment, the incremental funds following the off-site follow-up can withstand the current market selling, then the market will continue to rise. Although the resistance is not small, it will There is no big problem. I am afraid that the volume cannot keep up. Once the concentrated selling force that needs to take profits is suppressed and the consistent bullish sentiment turns, today’s market trend will be very difficult.”
"To continue to maintain the strong market status today, the volume must reach at least around 130 billion."
"Although there may be a problem of exhausting all the good news, there is currently no bad news on the market or off the market. Even if the volume cannot keep up, the overall upward trend should not change."
"In fact, as long as the index does not fall sharply and can maintain a relatively strong fluctuation, there will be no problem."
"Yes, our operating style has little to do with the rise and fall of the index."
"As long as the market continues to make money, the rise or fall of the index is really not that important. At present...the two core market lines of 'infrastructure' and 'state-owned enterprise reform' are subject to market speculation, and various funds are following the trend." The climax is far from the end of the exit.”
"As long as the money-making effect of popular mainline stocks is maintained and bullish sentiment does not subside significantly, the index will not fall much."
"Looking at the trends and changes in volume and capacity of the Beixin Road and Bridge collective bidding, although the differences have begun to widen again at this position, it is obvious that Mr. Su's bargaining chip is still intact."
"As long as the Beixin Road and Bridge stock can continue to open up space, the market speculation on the two main lines of 'infrastructure' and 'state-owned enterprise reform' will continue to deepen, right?"
"This is inevitable, but the Beixin Road and Bridge check has been hyped up to now. The market is no longer small. If the market continues, more and more funds are needed to undertake it. If the differences are huge, it will not be easy for the market to work together again. , In fact, at this time... if there are subsequent hot stocks, it will be easier to block them and continue to speculate to open up market space. "
"This is true. Generally speaking, as long as the market can maintain a fairly good money-making effect, the follow-up effect of various funds will not subside."
“It’s difficult to get a check mark like Beixin Road and Bridge without the cooperation of the market!”
"Shibei Hi-tech and Shanghai Sanmao, are there any opportunities?"
"No? The obvious popularity and trend of these two checks are following the movement of Beixin Road and Bridge. If you want to get out of the independent trend, it is not realistic for funds from all walks of life to follow the trend, both inside and outside the market, and have formed inertia."
"I think Beijiang Communications Construction has a leading position!"
"Yes, the circulation of this check is not large. The previous daily limit has obviously loosened the long-term chip structure in the market. The follow-up effect of various funds is not bad. The popularity is currently in the second echelon. If this stock is guided to occupy the position of Beixin Road Bridge, there may be a chance."
"But after Brother Zhao's Shaoxing branch seat withdrew, this check currently has no core main force to lock in the main attack!"
"Isn't this better? The chips are balanced. As long as a joint force is formed, it will definitely rise."
"Try it at the opening. Anyway, I really don't dare to buy Beixin Road Bridge at this stage."
"7 boards are a hurdle. It depends on whether Beixin Road Bridge can cross it. If there is a real disagreement, the market funds will form a consistent joint force on this stock, and then continue to rise. 8 boards and 9 boards are not impossible to hope for."
"Hey, no Do you know what Mr. Su thinks about the current market trend? He has locked up his positions until now without selling a single share. This determination is really not something that ordinary people can do! "
"It's probably better to continue to be optimistic, otherwise... there should be movement on the Dragon and Tiger List."
"It is said that the red-headed document issued by the high-level regulatory authorities this time is the "New Nine Articles of the State", which will have a far-reaching impact on the future market and is the starting engine for a new round of bull market, but I always feel... Is it too optimistic? I have never seen a bull market easily generated in a big fanfare. "
"To be honest, I also have a feeling of uneasiness. "
"I always feel that the market is unlikely to go all the way north and never look back. "
"Well, the sudden rise in market sentiment is a bit scary. If it weren't for the fact that the index is at this position, it is indeed limited, I really can't help but want to clear my position. "
" Every time the market shouted about the bull market before, it was basically the peak of the market rebound. This time... maybe not! "
"It's better to be cautious. Before the index completely stands on the bull-bear line of 2500 points, it's really a bit self-deception to say that the bull market is coming."
"Indeed, it's more reliable to look at the rebound."
"Maybe 2200 points to 2500 points will become a new range of fluctuations!"
"If the index falls back to 2200 points later, won't it repeat last year's market trend?"
"I'm afraid of repetition. I always feel that it's not so easy for the market to really go bullish. Although there are continuous positives in the current market, the fundamental problem of capital has not changed much. The fundamental change in the market situation and the final landing point still need a steady stream of new capital flows. You have to buy in. Currently... we haven't seen any reversal in this regard."
"Let's wait and see the rebound first. After the hype of the two main lines of "infrastructure" and "SOE reform", we will withdraw."
"Look at the final height space of Beixin Road Bridge. If there is a bull market, this check must be issued four or five times the space to form a demonstration effect for a large number of potential investors outside the market."
"It also depends on the reaction of the weak sectors in the market. After all, if the local market cannot go deep into the overall market, it is useless to say that there is a bull market."
"Yes, after the opening, don't rush to follow the market, wait and see."
When the group messages were quickly refreshed, the expectations of the hot money were slightly lowered, and they generally tended to be calm and cautious about today's market trend...
Time passed 9:30, and the two markets entered the formal continuous trading stage.
Just after the opening, after a short 5-minute emotional brewing, the selling pressure on the disk of many hot stocks in the entire market increased sharply again.
In just one minute, the Shanghai Composite Index, which opened high, fell below 0.5% and lost the 2,400-point mark.
At the same time, Beixin Road Bridge, a core popular stock in the two cities, opened the board in a flash, and its stock price plummeted. The trading volume also exploded to around 110 million in an instant, and the increase fell back to about 6.5%.
Then, at 9:32, the increase of Beixin Road Bridge after opening the board fell to 3.32%.
At 9:33, as Beixin Road Bridge's volume exploded rapidly, the increase fell instantly. Other popular stocks in the main lines of "infrastructure" and "state-owned enterprise reform" also followed suit and fell. The trading status of the main funds on the entire market all showed an outflow pattern.
At 9:34, Beixin Road Bridge's gains were madly reversed, almost turning green. The relevant concept sectors and industry sectors in the fields of "infrastructure" and "state-owned enterprise reform" also plunged rapidly, giving up the gains at the opening. Among them... the steel sector was the weakest, turning green straight from the position of nearly 1% increase at the opening. The core component stocks in the sector, such as Huaguo Baosteel, Bayi Steel, Wuhan Iron and Steel Co., Ltd., Qilu Steel, etc., also increased their volume and plunged to green.
At 9:35, the real estate sector also plunged sharply. The stocks that were continuously hyped, such as China Fortune Land Development, Gemdale Group, Kumho Group, and Financial Street, all gave up the gains at the opening. The main funds on the market all showed a state of large outflow.
At 9:36, all major areas related to the main concepts of "infrastructure" and "state-owned enterprise reform" experienced a sharp dive. As the main funds in the market took profits and sold their positions, at the opening, the low-level "big finance" field, which showed a trend of main funds flowing in, showed obvious changes in the securities sector, especially the heavyweight stocks of the sector, such as Huaxin Securities, Huashang Securities, Huatong Securities, and Huatai Securities, all rose sharply, driving the securities sector index to soar by more than 1.3% in one minute.
At 9:37, in the face of the riots in the securities sector, the outflow of main funds in the two main areas of 'infrastructure' and 'state-owned enterprise reform' has become more urgent and obvious. The market has begun to see large funds flowing from high-weighted sectors to low-weighted sectors. Financial' weighting sector signs.
At 9:38, the securities sector index exceeded 1.5%, and CEFC Securities rose by more than 3%.
At 9:39, driven by the securities, insurance, and banking sector indices, the Shanghai Stock Index quickly covered the gap and then began to climb rapidly again, returning to its upward trend.
It’s just that as funds are concentrated in the ‘big finance’ field.
At this time, the Shenzhen Index, ChiNext Index, and Small and Medium Enterprises Index, which could keep up with the gains of the Shanghai Index at the opening, continued to fall as the Shanghai Index resumed its upward trend. The weighted sectors related to these major indexes Fields, such as 'mobile Internet', 'smartphone industry chain' and other core component stocks in the main line fields, have also experienced the same situation as the main line fields of 'infrastructure' and 'state-owned enterprise reform'. The main funds continue to flow out, and the stock prices of popular stocks continue to fall.
At 9:42, the Shanghai Composite Index returned to the 2,400-point mark. At the same time, the 50 Index rose by more than 1.2%, leading the gains in the two cities' important indexes. The performance of the small and medium-sized board index showed a polarizing trend.
At 9:43, after the "big finance" comprehensive change, the bleeding effect of other sectors of the market began to become more and more serious. However, the performance of the important Shanghai Stock Index remained stable, and was disguised by the "banking, insurance, and securities" majors. The trend of sector index is kidnapped.
At 9:45, the leading stock of Beixin Road and Bridge fell by 3.2%. 15 minutes after the opening, the amplitude reached more than 13%, and the transaction volume has exceeded 460 million, which is comparable to the trading volume of the whole day on Friday.
At 9:46, all sectors in the two core main lines of 'infrastructure' and 'state-owned enterprise reform' basically gave up the gains at the opening. The two cities maintained a strong profit-making effect for many days. In the breakthrough of 'big finance', On the contrary, it fell rapidly, and many stocks that had opened at their daily limit exploded one after another.
At 9:48, among the nearly 2,000 stocks in the two cities, the number of red stocks fell back to around 52%. At this time...the Shanghai Stock Index still maintained its gains near the opening, fluctuating around the 2,400-point mark. Other Shenzhen Stock Exchange Index, GEM Index, Small and medium-sized indexes have turned green one after another.
At 9:50, in addition to the "big financial" field that has experienced abnormal changes, the "military industry, non-ferrous metals, coal, and medicine" fields that had previously performed weakly also rebounded to make up for the increase. It seems that the main funds in the market have started from "infrastructure", " After the state-owned enterprise reform's two major areas of profit-stopping, high-low switching operations are underway.
At 9:52, the consumption field also began to rise suddenly, with liquor and white goods moving abnormally.
At the same time, low marginal stocks such as oversold small-cap stocks on the Small and Medium Enterprise Board and GEM, restructuring concept stocks, historically low stocks, etc., are facing a large number of financial attacks.
At 9:55, on the market of the two cities, various sectors such as finance, consumption, military industry, non-ferrous metals, coal, medicine, bankruptcy and reorganization, ST concept... which were not favored by the main funds before have become the temporary leaders of the two cities. Gaining sectors include 'Infrastructure', 'State-owned Enterprise Reform', 'Internet Finance', 'Mobile Internet', 'Smartphone Industry Chain', 'Shanghai Free Trade Zone', 'Real Estate', 'High-speed Rail', 'Public Transportation' The sector that had performed well before and was the main direction of the main funds in the early stage was temporarily abandoned by funds and became a temporarily weak sector in the two cities.
"What's going on? This hotspot is too chaotic today."
Seeing the market changes in the first half hour of the opening, at 10:02, inside Zexi Investment and the fund trading room in Shanghai, Zhou Kan looked shocked: "It's said that the funds are switching between high and low, but there is no concentration at all. The main target of the attack is the oversold market, but in many hot spots, the various funds that follow up seem to be quite hesitant to pull the market. In this case... once the amount of market funds following up can recede, the money-making effect will decline. , the market can’t hold up!”
"The two core lines of 'infrastructure' and 'state-owned enterprise reform' have a lot of internal profit margins. With the high level favorable, the selling pressure is huge. At this time... In fact, there are some smart big funds in the market, switching between high and low, and stabilizing the 'infrastructure' ', There is nothing wrong with the market conditions under the main line of 'state-owned enterprise reform'." Xu Xiang took over and said, "But you really shouldn't touch the 'big financial' sector, and... even if you do, you shouldn't diversify your funds. Pull out so many main lines.”
"Boss also thinks that the market is dangerous today?" Zhou Kan asked.
Xu Xiang's eyes were fixed on the market changes, and after pondering for a moment, he continued to respond: "It's hard to say, let's see how it will be interpreted after the market fluctuates violently. If hot spots are still so scattered, and 'big finance' continues to siphon active funds from the market, That’s really dangerous!”
"I don't know what these major funds that induce and change market conditions think!" Zhou Kan sighed softly and said, "Do they really think that the market's trading volume can support the launch of a comprehensive market? Yes. Can the breakthrough of the 'big financial' sector promote the development of the bull market? "
"Obviously, in the current market, the areas with the strongest expectations are still the conceptual sectors of 'infrastructure' and 'state-owned enterprise reform', and these two main conceptual areas have also accumulated enough to continue to make money after the early market development. The effect is very easy to attract investors from outside the market to follow suit.”
"Today, many fields that are undertaking the main concept market of 'infrastructure' and 'state-owned enterprise reform' have a relatively low position, but there is really not enough room for expectations and imagination."
"With this kind of market change, I am afraid that many investor groups who were originally willing to enter the market should calm down and maintain a wait-and-see and cautious attitude. After all, according to the changes in market volume and expected conditions, 'Big Finance' At this stage, without sufficient stimulus from major positive conditions, it is really difficult to continue to drive the market.”
Originally, he was relatively optimistic about today's market conditions.
But now, the funds profited from the two main lines of "infrastructure" and "state-owned enterprise reform" are obviously attacking in the wrong direction when it comes to inducing market trends, which makes him cautious again.
After Xu Xiang listened to Zhou Kan's analysis, he smiled softly and said: "In this market, there are always some funds that think they are smart. They predict others' predictions in advance and always want to be one step ahead. But in fact, they are ahead." If you take that step, you will most likely get not a pie, but an abyss.”
"How much available funds do we still have in our fund account?" Xu Xiang sighed, paused, and asked.
Zhou Kan glanced at the dynamically changing background data and replied: "There are 1.236 billion available funds, how does the boss plan to use this funds?"
Xu Xiang stared at the changes in the two cities, without turning his gaze. He pondered for a while and said: "Our main positions are on the two main lines of 'infrastructure' and 'state-owned enterprise reform'. The current market hot spots are scattered. We are long." The amount of funds and emotions that follow the trend are being consumed rapidly and unnecessarily.”
"At this time, if we want to maintain this long strength, we can make this rebound go further."
"Then we need to get the market back on track and not let the large number of active capital groups on the market be buried by 'big finance'."
"Bringing the market back on track?" Zhou Kan was stunned. "Boss, is he trying to bring the market situation in the two main areas of 'infrastructure' and 'state-owned enterprise reform'? But we only have more than a billion funds in hand. The entire 'infrastructure', The market value of stocks in the main line of 'state-owned enterprise reform' is at least over 2 trillion. If we put in this small amount of funds, we may not be able to make much splash under the pressure of numerous profit-making orders. "
Xu Xiang smiled and said: "We are just using the funds in hand to act as a lever to change the market. We will know soon whether it has any effect."
"How to operate?" Zhou Kan asked hurriedly.
"To beat the snake, the two main areas of 'infrastructure' and 'state-owned enterprise reform', where emotions and attention are concentrated, are a few highly popular stocks." Xu Xiang said, "Pull 'Beixin Road and Bridge' , Shibei High-tech, Beijiang Communications Construction, and Chongqing Development’s stocks to try.”
"Okay!" Zhou Kan responded and immediately ordered the traders to execute the order.
Subsequently, under the operation of traders, nearly 40 million funds were quickly poured into several stocks such as 'Beixin Road and Bridge, Shibei High-tech, Beijiang Communications Construction, and Chongqing Development', which had already plunged to intraday lows. On the market, directly in the form of large buying orders of 10,000 lots, it swept through the selling orders at multiple positions in front of it, driving up the stock prices of several stocks in a straight line.
In just one minute, tens of millions of funds came into play.
The stock prices of these stocks jumped from the green market state to the red market state in an instant.
Among them, especially Beijiang Communications Construction, which has a relatively low position and has the smallest circulation market, after Xu Xiang invested more than 10 million in funds, it rushed directly from the position of 2 points underwater to around 4%. At the same time, after the more than 10 million funds were swallowed up by the selling on the market, without waiting for the detailed and thorough reaction, the main funds have followed the trend and continued to attack the market of this stock and continue to push its stock upward.