Chapter 644 The Expected Reversal!

Such closing results of the two markets...

Some of them were slightly unexpected, and some were obviously lower than everyone expected.

Some of them obviously hit the market's investment sentiment and confidence.

"Today's market trend is very bad! Especially at the end of the day, it was almost a full-scale sell-off with the active funds in the entire market rushing to run and sell off."

After the closing, in the main hot money group of Yuhang where Su Yue was, many people were worried while discussing.

"The index pattern is also very bad. The index opened higher in the morning, but fell by nearly 1 point in the late trading."

"It is mainly because the sentiment and expectations of the hot market themes such as "infrastructure" and "military industry" have changed? Many funds gathered in these hot themes have started to rush out without thinking today."

"It is still the popular stocks such as "infrastructure" and "military industry" held by General Manager Su's "Yuhang System". After showing a clear weakening trend, everyone saw that General Manager Su did not stand up to defend the market of these stocks, and their expectations collapsed. They began to speculate that General Manager Su's "Yuhang System" had already withdrawn and did not hold these stocks, which led to the consistent rush of the main funds on these stocks."

"Yes, it is the rapid weakening of these "Yuhang System" holding weighted stocks, The expectations of the entire previous hot main line areas such as "infrastructure" and "military industry" have reversed. "

"Once this expectation is reversed, it will be difficult to reverse it, right?"

"As long as Mr. Su's "Yuhang system" does not speak out publicly through the "Dragon and Tiger List" seat, or if its internal institutions do not further disclose the position data, then today's speculation that Mr. Su has withdrawn from the "infrastructure" and "military industry" main lines will spread more and more in the market and ferment faster and faster. In this way... the emotions and expectations of the hot main line areas such as "infrastructure" and "military industry" are basically unlikely to reverse. "

"Will Mr. Su stand up and speak publicly? It's unlikely!"

"It's not unlikely, it's impossible. Why? Mr. Su is not a "national team" and has no ability to maintain market stability. responsibilities, when people enter the financial trading market to trade, haven't they always been responsible for their own profits and losses and risks? Why should we rely on others to maintain the market? "

"That makes sense, but I think that if Mr. Su did not take the initiative to maintain the market in today's situation, it actually means that the funds of the 'Yuhang system' have mostly withdrawn from the main line sectors such as 'infrastructure' and 'military industry', which are obviously high. "

"I agree. After all, today should be regarded as the emotional divergence point of popular sectors such as 'infrastructure' and 'military industry'. "

"At this emotional divergence point, if Mr. Su still holds a large position in stocks in these main line areas, it involves his own interests. It is impossible not to stand up and reveal the position to reduce the confidence of everyone in these major main line areas. "

"But if the market rumors It is true. If the speculation is true, then when did Mr. Su's 'Yuhang system' get out of such a huge amount of funds? "

"No one knows this. After all, the core themes of 'infrastructure' and 'military industry' have basically been sideways for a month in the early stage. In a month, although Mr. Su has a heavy position, he should be able to reduce his position and stop profit quietly, right? Sell slowly and avoid the Dragon and Tiger List, and he should be able to get out. "

"No matter how many chips Mr. Su's 'Yuhang system' funds still have in the hot themes of 'infrastructure' and 'military industry' at this moment, and whether they are in a heavy position, I actually think that the hot themes of 'infrastructure' and 'military industry' are unlikely to go another wave. It is very likely that they will continue to adjust downward, repeating the continuous adjustment and oscillation of the previous 'technological growth' theme. "

"I agree. The chips of the hot themes of 'infrastructure' and 'military industry' have actually been loosened a long time ago. ”

“As early as a month ago, when the Shanghai Composite Index was blocked from rising and the major hot themes of ‘infrastructure’ and ‘military industry’ showed large-scale stagflation, the internal chip structure began to loosen, right? Since then, the main capital flow in these fields has shown a continuous outflow state. ”

“Yes, now it is just the expected reaction result. ”

“Once the hot themes of ‘infrastructure’ and ‘military industry’ collapsed, it would be a luxury for the Shanghai Composite Index to exceed 3,000 points. ”

“Indeed, this is also the reason why countless main capital groups in the market today, when they clearly found that the expectations of the hot themes of ‘infrastructure’ and ‘military industry’ had changed, and the trend had obviously turned from strong to weak, and a large adjustment was inevitable, they directly sold out in the late trading stage. ”

“It seems that the market will be sluggish for a while. ”

“It shouldn’t be depressed for too long. After all, potential investors in the off-market are still entering the market. The overall bullish sentiment has not changed. Looking at the discussions of most retail investors in the market, although everyone’s views have turned to the view that the market will fall and correct, they all think that the Shanghai Composite Index will only fall back to 2,800 points at most.”

“Everyone thinks so, which means that the market will definitely not develop as everyone thinks. I think... the market will either directly break through the 2,800 point position and look for support near 2,500 points, or fail to reach the 2,800 point position and directly attack 3,000 points. This is also possible.”

"If we look for support at 2,500 points, the decline will be huge. Moreover, the current market volume is still very high, liquidity is abundant, the intervention of incremental over-the-counter funds is still growing, and the balance of financing and financing is in good condition. There are still positive incentives from time to time in the direction of the regulators, but going to 2,500 is too pessimistic.”

"However, it is certainly impossible to hit 3,000 points directly with a backhand, right?"

"Several popular main lines such as 'infrastructure' and 'military industry' have collapsed. What main line sectors should we focus on? Previously, the market was thinking of doing a 'high-low switch' main line development. However, in more than a month, it has not been at a low level. On the main line, a consistent synergistic effect of funds has been formed, and no new market main lines have been generated. It has accepted the expectations and market trends of the gradual decline of popular main lines such as 'infrastructure' and 'military industry', and continues to retain popular main lines such as 'infrastructure' and 'military industry'. outflow of funds."

"The funds are on the main line at a low level and cannot form a synergy. There are supervisory reasons and objective reasons."

"Actually, during the early trading today, funds from all walks of life in the market were somewhat moving towards the 'brokerage' sector, showing signs of concerted efforts. However... the overall market sentiment was not very cooperative!"

"It's not that the overall sentiment of the market is uncooperative, but that today's market trend pattern is simply not suitable for a main line like 'big finance'."

"With such a big market divergence, I would say it's a good thing that the 'brokerage' sector didn't forcefully pull in today, otherwise more funds would have been taken in, and the damage to market sentiment would have been even greater."

"Now, we can't chase higher. We have to wait for the market to make a killing."

"Well, we have to wait for the popular main lines of 'infrastructure' and 'military industry' to generate a certain amount of panic, then there will be room for work!"

"Let's look at 2,800 points first. I feel that the Shanghai Stock Exchange Index will still fluctuate between 2,800 points and 3,000 points for a long time."

"I feel that at this stage, the main direction cannot be carried out, and we can only focus on branch market sectors such as 'sub-new stocks' and 'sports industry development'."

"At the end of today's trading, it is obvious that the 'sports industry development' and 'sub-new stock' sectors have also differentiated."

"Fortunately, the two checks of 'Leiman Optoelectronics' and 'Blue Stone Heavy Equipment' can still hold on."

"If these two concept stocks were not supported, today would not be a sharp decline, but a sharp decline."

"However, after the two hot branch lines differentiated at the end of the day today, there will be great pressure to open tomorrow morning. I feel that it is difficult to continue to undertake the two checks of 'Leiman Optoelectronics' and 'Bluestone Heavy Equipment' at present. It’s done.”

"Well, these two checks are basically a feast for the position holders. There is no cost advantage. If you go in to take over the orders at this time, it will be very easy to get buried."

"Especially the check for 'Blue Stone Heavy Equipment', it has reached the daily limit of 21 today!"

"The pressure on the 'Blue Stone Reinstallation' check tomorrow will not be less."

"Tomorrow is definitely a big market divergence day."

"I'm afraid it's not a big divergence day. The market sentiment feedback at the end of today is very bad. I'm worried that the market will plummet tomorrow. After all, popular main lines such as 'infrastructure' and 'military industry' are expected to reverse. Mr. Su's Yuhang Due to bad comments about capital positions, the actual situation of funds rushing away has been formed. After a night of emotional and news fermentation, the selling power in these popular main areas will definitely increase again tomorrow.

There is also the line of 'technological growth', which has no condensed emotions at all. If the market as a whole collapses, this line will not be able to survive alone.

There is also the 'brokerage' sector that has performed well today.

This sector did not stir up sentiment today, but instead buried a lot of funds to chase the market higher.

The funds chasing higher prices today will definitely be sold with stop losses in early trading tomorrow, seeing that the overall market sentiment is not good.

In other words, the trend of the brokerage sector tomorrow is expected to be ugly.

There will be no opportunities in the direction of ‘big finance’, and most of it will become a drag on the market.

Furthermore, as everyone has just said, the two hot concepts of 'sports industry development' and 'sub-new stocks' will definitely have greater differences tomorrow. The two checks of 'Bluestone Heavy Equipment' and 'Leiman Optoelectronics' will be announced tomorrow There is huge market pressure. It is estimated that it will be quite difficult for the market to rely on these two hot spots to maintain a partial profit-making effect and thereby stabilize the market's investment sentiment.

Overall, there is no main line or hot spot that has the ability or opportunity to take over the market tomorrow.

Under the current situation, if there is another bad trend in the external market at night.

As for the trend of the market tomorrow, I think there is a high probability that there will be no escape from the sharp drop! "

"It makes sense. It seems that during this period, you really need to be cautious. You cannot open positions casually to avoid being slapped in the face by the market."

"Hey, based on this analysis, there really isn't much the market can do."

As the news in the group continued to be refreshed, and everyone was speculating and anticipating tomorrow's market conditions during the review stage, unknowingly, at 5:30 pm, the dragon and tiger lists of the two cities were announced.

I saw that the market had experienced a sharp decline across the board.

A total of 41 stocks were on the list in the two cities today, which was further reduced compared with the number of stocks on the list last Friday.

Moreover, among the stocks on the list, it is no longer the popular main-line fields such as 'infrastructure' and 'military industry' that occupy the majority. Instead, the two hot concept main-line fields of 'sub-new stocks' and 'sports industry development' occupy the majority. .

According to the disclosed Dragon and Tiger ranking data.

The total purchase volume of the 41 listed stocks was lower than the sales volume again after almost a month, making the entire disclosed Dragon and Tiger list present a net selling state.

Among them, among the listed stocks.

Even the concept fields of "new stocks" and "sports industry development" that condense the intraday profit effect.

For many listed stocks, the hot money that aggressively took over last week also sold to stop profit, and the locked funds became very small.

Of course, in addition to these hot money and institutional groups that bought and sold.

The trading seat of General Su's "Fortune Road" that everyone most wanted to see still did not appear.

On the Dragon and Tiger list, the trading seat of "Yuhang System" was calm, without any signs of buying or selling.

However, even if there are no signs of buying and selling of the seats of "Yuhang System" on the Dragon and Tiger list, there is no trace of the legendary seat of "Fortune Road".

However, in the discussion voices of the vast retail groups and institutional groups inside and outside the market

The voices that the funds of the Yuhang system have secretly reduced their positions to stop profits in the hot mainline core stocks of the market, such as "infrastructure" and "military industry", are still rising and falling, and are becoming more and more popular.

And as time goes by, this speculation has begun to ferment rapidly among the market investment groups.

As a result, the majority of investors in and outside the market have gradually become less optimistic and even pessimistic about the subsequent market expectations of hot mainlines such as "infrastructure" and "military industry".

There are also institutional groups that currently hold chips of hot mainline stocks such as "infrastructure" and "military industry", as well as medium and large retail investors, who began to regret not decisively selling chips during today's trading.

Under the influence of these Dragon and Tiger List data and emotional factors.

The retail groups that originally took over the chips at high levels during today's trading, as well as the main capital groups, began to panic in their hearts, wondering if the market will have a risk of a sharp drop tomorrow?

Fortunately, the overall sentiment of the market, although somewhat pessimistic.

However, throughout the evening, the macro news was still relatively positive.

The regulatory authorities reiterated the good news that the Shanghai-Hong Kong Stock Connect was officially launched on November 17. At the same time, various securities firms, financial media, and analysts from various asset management institutions... A group of public market speakers are still firmly bullish on the market as always, shouting that the "bull market" is on the way.

Moreover, according to some economic data released by the National Bureau of Statistics.

It can also be seen that the macro economy has shown obvious signs of accelerated recovery after entering the second half of the year, especially in the third quarter that has just passed.

However, despite the relatively positive response on the macro news side.

But in the evening, the trend of the external market, like the Shanghai Composite Index during the day, showed a downward trend across the board, completely offsetting the positive news on the macro news in the evening.

In this situation where emotions and news are intertwined, there are both positive and negative factors.

The next day, Tuesday, October 28, the market opened as usual.

At 9:15, the call auction of the two markets began. Affected by the sharp drop in the external market last night, and the speculation that the funds of the "Yuhang system" had reduced their positions to stop profits and withdrawn from the popular main lines such as "infrastructure" and "military industry", and the trend of concentrated selling at the end of yesterday's market, the main line areas and popular stocks of the two markets generally opened low.

When the time entered 9:20, the two markets completely entered the real non-cancellable call auction stage.

After many buy and sell orders were cancelled at the last moment of 9:19.

Compared with 9:15, the overall market situation presented has not improved at all, but has become worse.