Chapter 458 10 Billion Funds Tray!
"Okay!" Li Meng responded and continued, "Do we need to avoid possible Dragon and Tiger List data?"
Su Yu thought for a while and said, "If we can avoid it, we should try to avoid it. After all, our current main funds have not fully completed the position building plan. Once the seats are exposed, the subsequent operations will still be greatly affected."
"Well, okay!" Li Meng continued to respond, and then quickly issued relevant trading instructions to several trading teams in the trading room.
And as her trading instructions were issued...
Half a minute later, at 1:51, tens of millions or even hundreds of millions of funds began to rapidly pour into many component stocks in the core main line areas of "infrastructure", "state-owned enterprise reform", "military industry", and "Internet finance", quickly swallowing up the panic selling that was falling one after another.
Then, at 1:52, under this huge amount of takeover, the Shanghai Composite Index, which was falling rapidly, suddenly paused, and the decline no longer expanded.
At 1:53, the popular component stocks in the core main line areas of "infrastructure", "state-owned enterprise reform", "military industry", and "internet finance", such as Gemdale Group, China Metallurgical Group, China Fortune Land Development, Huaxin Cement, Conch Cement, China Airlines Electromechanical, China Airlines Broadcasting, AVIC Technology, Hengsheng Electronics, Flush, Oriental Fortune... and more than 20 other stocks, all showed a very obvious phenomenon of large orders of 10,000 hands.
At 1:54, the intraday volume of Gemdale Group and China Metallurgical Group rapidly increased, ushering in a short-term rapid upward trend, and the decline in the market narrowed rapidly.
At 1:55, the three major industry sectors of real estate, building decoration, and building materials in the field of "infrastructure" all rebounded against the trend, and the main capital flow within each industry sector also quickly narrowed from a large net outflow state to a small net outflow state, indicating that a huge amount of main capital is rapidly bottoming out in this field and taking over the market.
At 1:56, a series of concept sectors that were previously hyped by the market, such as "SOE reform", "Internet finance", "cement", "steel", and "Shanghai Free Trade Zone", also rose rapidly as the buying volume of a number of related core component stocks increased sharply. They climbed from the middle of the two cities' decline ranking to the top of the two cities' growth list, second only to defensive concept sectors such as "pharmaceutical commerce", "gold", "white wine", and "banking".
At 1:57, with the rapid rebound of a number of industry sectors and concept sectors in the core main line areas of "infrastructure", "SOE reform", "military industry", and "Internet finance", as well as the surge in buying volume of dozens of related core component stocks, the Shanghai Composite Index once again regained the 2180 point mark.
At 1:58, the decline of the real estate sector index narrowed to 1%, squeezing into the fourth place in the two cities' growth list.
At 1:59, Gemdale Group quickly pulled up and turned positive, and China Fortune Land Development narrowed its decline to less than 1%. At the same time... Beixin Road and Bridge, Beijiang Communications Construction, and Shanghai Construction Engineering opened the limit down.
At 2:01, the market trading time officially entered the last hour of the closing.
Various bargain-hunting orders inside and outside the market began to rush in again. At the same time, the main capital flow in the real estate, building materials, and military industries has changed from a large net outflow to a small net inflow, especially in Gemdale Group and AVIC Technology. In just ten minutes, the main capital flow on the market changed from a net outflow of more than 20 million to a net inflow of more than 2 million.
At 2:02, Gemdale Group continued to rise straight, with an increase of more than 1%.
At 2:03, China Metallurgical Group also turned positive.
At 2:05, various active funds in the market began to follow the trend and move towards the two core themes of "infrastructure" and "state-owned enterprise reform", as well as the "military industry" and "Internet finance" fields that showed obvious strength. At the same time... due to the gathering effect of various active funds again, the main themes of "growth stocks" such as "mobile Internet" and "smartphone industry chain" with SME Board and GEM as the core were briefly abandoned by various funds that followed the trend. Not only did they not follow the trend and rise when the index regained the 2180-point mark again, but they continued to fall.
At 2:07, several major industry sectors in the main themes of "infrastructure", such as real estate, building decoration, and building materials, squeezed into the top five of the two cities' growth list, and began to rebound and chase the two major industry sectors of beverage manufacturing and medicine, which ranked first and second in the two cities' growth list.
At 2:10, the real estate sector began to lead the two cities, and the industry sector index successfully turned red.
At the same time, a number of "infrastructure"-related industry sectors and concept sectors such as building materials, building decoration, steel, public transportation, high-speed rail, and cement have been fully linked, not only attracting various funds from both inside and outside the market to further converge in these fields, but also squeezing into the top of the two cities' gain list, becoming the most core force supporting the entire index and the two markets.
At 2:12, the Shanghai Composite Index, led by the initial recovery of "infrastructure", "state-owned enterprise reform", "military industry", and "mobile Internet", once again returned to the 2185 point mark, and the decline was further narrowed.
At 2:15, following the real estate sector turning red, the "military industry" sector also turned red, reversing the entire weak situation at the beginning of the morning session.
At 2:20, the active funds in the entire market further converged on the relatively strong main areas of 'infrastructure', 'state-owned enterprise reform', 'Internet finance', and 'military industry'. At the same time, a number of core popular component stocks On the day, buying volume can expand again, pushing the index upward.
"Sure enough, the various funds on the market had different opinions on whether to rely on the main board for trading, or rely on the small and medium-sized board and GEM for trading, and finally chose the two major ones of 'infrastructure' and 'state-owned enterprise reform' that are mainly in the direction of the main board. The main line serves as a breakthrough." Seeing that the market trend pattern was once again taking shape, at 2:22, in the main fund trading room of Zexi Investment Company in Shanghai, Zhou Kan, who had been observing the market, smiled and said, "The market divergences are beginning to converge again. I feel like the index is finally showing some resilience here!"
Hearing Zhou Kan's voice, Xu Xiang, who was sitting on the side, responded: "From a market perspective, funds from all walks of life in the market are indeed gradually converging on the two main lines of early speculation, 'infrastructure' and 'state-owned enterprise reform', but can they ultimately It is difficult to say whether a unified expected force will be formed to lead the Shanghai Stock Index back to 2,200 points.”
"after all……"
Xu Xiang paused, then turned his attention to the conceptual sectors such as 'mobile Internet', 'smartphone industry chain', 'reorganization backdoor', 'venture capital', and 'ST sector' that were still weak in the two cities, and continued: "If you want to Completely reverse the market trend and re-create the market's money-making effect and sentiment. The power of one or two main lines is still too weak, and the market is negative and suppressed. Regardless of the active capital groups on the market or the capital groups on the sidelines, their willingness to follow the trend will Under this situation, it will not be very strong, which leads to the fact that there are still certain flaws in the market's incremental funds, making it difficult to fully absorb the continuous selling here. "
"Of course, the most critical thing is that the major market indexes opened too weakly today."
"Especially the Shanghai Stock Index, which opened directly below the 2,200-point support, gave the market a very bad emotional signal and seriously restricted the following effect and willingness of active capital groups on and off the market to follow suit."
"Fortunately, the main funds that just focused on the main lines of 'infrastructure' and 'state-owned enterprise reform', in the midst of large-scale bargain hunting, withstood the panic selling of these two lines, giving the market hope of turning around. Otherwise, If so... the Shanghai Stock Index will most likely have fallen to the 2160 point level at this moment.”
"That's true!" Zhou Kan continued, "The main force of funds in the 'infrastructure', 'state-owned enterprise reform', 'Internet finance', and 'military industry' lines of large-scale bargain hunting just now was really at the most critical moment. It saved the market, but it’s strange to say that this fund... finally managed to withstand the most intense panic selling in the market, but in the end it only failed to support it, and the opportunity to reverse the situation was wasted. "
In his opinion, at that moment, the panic selling in the market was violently consumed and the selling power declined.
It was the perfect time to pull up rapidly and counterattack quickly to bring the Shanghai Stock Index back to the 2200-point mark, but unexpectedly... the other party simply did not follow up in time and launched this rebound momentum.
Now, the market trend has calmed down again.
The selling orders that had been hesitant before came up again after a brief rebound in the index.
In this way, it is obviously impossible for this main force of large-scale bottom-hunting intervention to use the momentum just now to continue to pull the market to break through and bring the index back to the 2200-point mark. After all, at this time, every step forward , the selling pressure faced will be much stronger than before.
"Looking at the style of this tray, it looks like the main funds of the state-owned assets system." Xu Xiang said, "Although the funds in this system type are often rich and powerful, they are always unable to grasp the market sentiment and the timing of the conversion of long and short forms on the market. It’s not that accurate. I have a huge amount of money in hand, but I don’t know how to guide the market reasonably.”
"Indeed." Zhou Kan responded, "At that moment, almost all the stocks that moved were 'state-owned' stocks. It's no wonder that the brief rebound in this round was led by the main concept of 'state-owned enterprise reform'. Sigh... It seems that the current consensus direction expectations have been greatly discounted. "
“It cannot be said that there is no spontaneous follow-up behavior of various funds in the market.” Xu Xiang said, “It’s just that after the large-scale bottom buying, the main funds were hesitant and did not further open up the market’s profit-making effect and rebound space, resulting in The index's delay in regaining the 2,200-point mark has brought the index into a weak and volatile range again, without substantially changing the long-short situation in the market."
"The index failed to regain its losses at the 2,200-point mark."
"Then the probability and expectation that the index will fall into a large shock range from 2,000 points to 2,200 points will not be weaker than before."
“In this case, in this case, the market’s investment sentiment, investment confidence and market expectations will not improve significantly, and the willingness to follow the trend will not be substantially enhanced, and due to its essential market logic conditions, there will be no significant change. , it still seems impossible for the natural index to complete a long-short reversal here.”
"Hey, what a pity!" Zhou Kan couldn't help but sigh.
In the rebound just now, if the main force of the previous large-scale bargain hunting can continue to attack with determination, it can truly bring out the two core main lines of 'infrastructure' and 'state-owned enterprise reform', and bring out many main lines. The rebound range of popular core stocks is further widened, which may change the overall long-short situation of the market.
Xu Xiang smiled softly and said: "It's no pity. No matter who you are, you have to respect the market. Since there is no comprehensive synergy here, it is reasonable for the index to continue to adjust."
"The key is that after the index returns to the large shock range of 2000 points to 2200 points, it will be even more difficult for the market to get out of the main line market with sustained money-making effects." Zhou Kan responded, "To be honest, today's market was originally There should be a chance to hold the 2200 mark.”
"There is nothing that should or should not be done." Xu Xiang stared at the rapidly changing market of the two markets and said, "All market trends are the result of the joint efforts of various funds in the market and various investor groups. , is formed, that is, its existence is reasonable. All we can do is respect the market trend, try our best to infer and predict the next trend based on the current market trend reaction, so as to make corresponding trading strategies in advance, and other... None of it matters."
"If the Shanghai Stock Index can stand firm here and hold 2,200 points, then we will arrange it according to a relatively active trading strategy, regain this position, and get back the positions we lost before."
"If the Shanghai Index cannot stand firmly here, it will return to the large shock box between 2000 and 2200 points."
"Then all we can do is follow the market trend, continue to maintain a relatively conservative trading strategy, and control positions within a low-risk range."
"Anyway, we've reached this point."
“In a situation where we cannot determine changes in market trends at all, all we can do is follow the market.”
"Okay!" Zhou Kan responded, turning his eyes back to the trading boards of the two markets and saying no more.
As the two briefly analyzed and discussed the current market trend, the market trading time had moved to 2:32, entering the last half-hour trading period at the end of the day.
I saw that the Shanghai Stock Index was hovering between 2185 points and 2190 points, showing a certain weakness in the upward attack.
Among them, a number of related concept sectors and industry sectors in the core main areas of 'infrastructure', 'state-owned enterprise reform', 'Internet finance' and 'military industry' that previously drove the index to rebound from the intraday low are now rapidly rising. Finally, he began to show signs of fatigue.