Chapter 655: Comprehensive Transformation of the Macro-Funding Side!
According to information released publicly by the central bank.
The central bank will increase open market operations, further increase market liquidity, and provide stronger impetus for macroeconomic recovery.
Between the lines of the news, there is no lack of revelations about the possibility of future interest rate cuts and RRR cuts.
Of course, the biggest boost to market sentiment and confidence in this news is not the news itself, but the expectation behind the news that the central bank's monetary policy will shift, and that monetary policy will shift from tightening to loosening.
The so-called expectations are more important than the news itself.
As long as the central bank reveals this expectation, it will release the possibility of interest rate cuts and RRR cuts in the future.
Then, under the change of expectations, domestic financial institutions can change their business ideas, boldly expand capital, provide funds more aggressively, and stimulate the macro economy. At the same time, the A-share market can also usher in the easing of monetary policy. Next, more incremental funding.
In general, the signals released by the central bank to the market exceeded the market's original expectations.
Originally, many financial institutions, as well as many investment research institutions, expected the central bank to make changes in monetary policy in the middle of next year, or in the second half of the year. Unexpectedly... this change came sooner than everyone expected. It was faster, and it took more than half a year.
Under this positive stimulus that exceeded expectations.
Whether it is financial institutions, investment institutions, or investor groups... emotions are reaching a climax of excitement.
Financial institutions are cheering that the hard days are finally over and they can finally free up more funds for capital expansion; investment institutions are cheering that the macro-financing situation has finally changed and the capital market has finally ushered in a golden period of investment with ample liquidity; The investor group is cheering that the good news supporting the bull market has finally arrived, and imagining tomorrow's market trend, it is certain that another positive line with heavy volume will directly break through 3,000 points.
Under the clear positive impact.
No matter which corner of the market or which discussion platform investors gather on.
Everyone has the same view, that is, the Shanghai Stock Exchange Index will definitely step on 3,000 points tomorrow, and the "big financial" sector will definitely continue to run upward tomorrow.
At the same time, everyone agrees that the bull market has arrived.
After the central bank's positive announcement, the external market trend was also good in the evening.
The next day, stimulated by these positive factors, and under the influence of the "Yuhang Group", the core main force in the market, for two consecutive days, the mainline stocks of "Big Finance" were frantically raised on a large scale.
Before the market officially opened, investment sentiment in the two cities had already exploded.
Countless investors are staring at the market prices of the two markets, as well as the stocks they like or hold, and their thoughts are all at the daily limit across the board.
"The market sentiment is so hot. According to this emotional response, the market won't go directly over 3000 points when it opens, right?" At around 9 o'clock in the morning, in the Shenzhen Stock Exchange, Xiniu Fund Company, the main fund trading room, the man in charge of 'Man Mou Zhengxing, the trading fund manager of the Niu No. 2 fund, glanced at Fang Xinsheng, the general manager of the asset management business beside him and the fund manager of the two funds, Man Niu No. 1 and Man Niu No. 2, and asked, "You Do you think it would be feasible if the Shanghai Stock Exchange Index opened directly above 3,000 points and left a gap here?”
Fang Xinsheng squinted his eyes and responded with a smile: "If the Shanghai stock index can jump directly upward today, crossing the 3000-point mark, leaving a gap at this key point without covering it, then naturally it will be The most ideal market trend is also the strongest market trend performance.
but……"
Fang Xinsheng paused and then said: "I'm afraid that after the market opens higher than 3,000 points, the volume will increase sharply, and the market's follow-up volume will not be able to sustain the market at this position, forming an obvious high opening. If the downward trend develops like this, there will be many variables in the subsequent market trend.
Of course, looking at it as a whole.
The market's investment sentiment and speculation sentiment have been completely stimulated by many positive news.
As long as the volume of energy remains at a strong stage of more than 500 billion, the expectation of a "big bull market" will not weaken, and the Shanghai Stock Exchange Index should not be as extreme as before.
Fortunately, the central bank's internal meeting yesterday released a clearer signal.
This is more effective than the current direct interest rate cuts and RRR cuts.
After all, the formation of expectations has a greater role in promoting market conditions than the direct fulfillment of expectations.
This time, the regulators were smarter.
There are clear expectations of changes in the macro-capital landscape, and there are expectations that the central bank will cut interest rates and reserve requirement ratios in the future. Even if the Shanghai Stock Index is very likely to rise and fall today, it is still stuck at 3,000 points, so the future market expectations should be relatively high. wonderful.
Generally speaking, it doesn’t matter how the Shanghai Stock Index goes at the moment.
There is no need for us to be pessimistic. It is still the right thing to actively trade, keep up with the main hot spots in the market, and make quick profits at the right time. "
"Yeah!" Mou Zhengxing nodded, "Fortunately, we have laid out a lot of positions on the main line of 'big finance' before, otherwise, this time, the whole main line of 'big finance' broke out so suddenly and violently, it's really... It’s not easy to enter.”
In the past two days, the securities sector has been going extremely strong, which is completely an extreme short squeeze trend.
With such a trend, as long as you hesitate for a moment, you will miss the buying point.
Even though the turnover of the securities sector has been rising steadily in the past two days, and it has exploded to 30 billion yesterday, according to his observation, there are still not many core main funds that can decisively increase their positions in the securities sector in the past two days. At this moment, there are still many funds that have missed the main trend of "big finance".
"Market sentiment has developed to this point, and expectations have been formed quite quickly." Fang Xinsheng said, "At this time, for the main line of "big finance" that has formed a consistent expectation, considering the so-called position building cost, hesitating about some trading rules that cannot chase high and buy during the trading session, it is destined to miss the opportunity."
"So... our next trading goal is to buy stocks in the field of "big finance" regardless of cost?" Mou Zhengxing asked.
Fang Xinsheng nodded and said, "Of course, the entire market, the capital flow has been fully concentrated in the direction of 'big finance'. If we don't continue to increase our positions in this field, what other fields can we increase our positions in? Moreover, compared with the main lines of 'infrastructure' and 'military industry', which have been rising continuously in the previous period and the valuation level has been fully restored, and the main line of 'technological growth', which has risen continuously last year and created waves of hype, the current stocks in the main line of 'big finance' are actually very cost-effective, and the relative position of the stock price is not high.
For trading, it should be said that this time is the clear right side. Opportunity.
In order to prevent the main line of the market from switching between high and low, we developed towards the main line of "technological growth".
Therefore, a lot of positions were laid out in the main line of "technological growth".
Now, since the market did not choose the main line of "technological growth", but chose the line of "big finance" as the main direction of the market.
Then, we must correct the previous investment strategy and trading method.
Gradually reduce the chips of the main line of "technological growth" and further concentrate the chips in the direction of the main line of "big finance". "
"Okay!" Mou Zhengxing nodded.
Then, the corresponding trading strategy was quickly issued to each trading group.
Similarly, at this moment in the Magic City, in the main fund trading room of Xin'an Financial Investment Company, Zhao Zhongming, the fund manager responsible for the fund product of "Xin'an Future Investment Mixed Selection", took a look at the time and quickly issued instructions, requiring each trading group to put all the remaining liquidity in the fund on the order to buy securities stocks.
At the same time, when placing orders to increase positions and buying securities stocks regardless of cost, you should also quickly place orders to reduce positions in other main lines of stocks, so as to recover funds and further gather the holding chips on the main line of "big finance".
After all, there are so many good news about the main direction of "big finance".
Moreover, it can be expected that the subsequent good news about the direction of "big finance" will continue to come.
In this case, if you don't increase your positions at this time, when will you increase your positions?
"Boss, buy all the stocks at the daily limit?" Yi Xiaopeng, the trading team leader, was puzzled and asked again.
Zhao Zhongming nodded and said, "Since the direction of the market has been determined, there is no need to hesitate. Balanced split positions and place orders for brokerage stocks should be placed at the price of the daily limit. At this time, at this point in time, no matter how much the cost is, it is highly likely that you can make money if you buy.
In addition, the securities sector is compared with the current height of the entire market.
Especially compared with the valuations of the previous sectors such as "infrastructure" and "military industry", and the valuations of stocks in the main field of "technological growth".
However, it has just broken through the previous sideways trend, and the opportunity on the right has just appeared.
In such an opportunity, if we care about the short-term cost space of a few points of position building, we will most likely miss the opportunity, or miss more profit space, which will increase the position building component a lot."
"Understood!" Yi Xiaopeng nodded and told the traders to execute the instructions quickly.
And with Yi Xiaopeng's instructions and the execution of the instructions by the traders.
At this time, the market time has moved to 9:15, and the two markets ushered in the call auction.
Under the watchful eyes of the crowd, under the passionate and high emotions of countless investors, the stagnant two markets began to jump rapidly.
First of all, what caught everyone's eyes was naturally the securities sector that has attracted countless attention in the market in the past two days.
The securities sector at this time.
With the help of last night's favorable bombardment and white-hot emotions, the sector index jumped directly from the position where it was suspended yesterday to a 5.23% increase. In the entire "big finance" main line field, other such as the "Internet finance" concept sector, insurance, and banking sectors, the initial call auction opened higher at this moment, and the increase was directly above 3%.
As for the core stocks in its related sectors.
Many core leading stocks that hit the daily limit yesterday, such as Western Securities, Orient Securities, Guangda Securities, Pacific Securities, Flush, Great Wisdom, Jinzheng Holdings, Yinjie Technology, Changliang Technology..., also opened directly at the daily limit at this moment. Countless large funds that rushed to buy shares were directly blocked at the daily limit, resulting in a situation of opening at the daily limit.
And many core weighted stocks of "big finance" such as "Huaxin Securities, Huatong Securities, Huatai Securities, Ping An Insurance, Ping An Bank, Huaguotaibao, Huaxin Insurance, Minshang Bank, Industrial Bank, Pudong Development Bank, Huajian Bank...", etc., all opened higher by more than 3% at this moment, especially several securities weighted stocks, the opening range is more than 5%.
In addition to the main line of "big finance" that opened with a bang.
Other main line areas of the market.
In the main line areas such as "technological growth", "big consumption", "nonferrous cycle", and "pharmaceuticals", the related concept sectors and industry sector indexes opened higher by 1% to 2%, which is affected by emotions, but in fact, compared with the main line of "big finance", the impact of emotions on these concept sectors and industry sectors is not that huge.
As for the core main line sectors such as "infrastructure" and "military industry" in the early stage.
At this time, the opening pattern basically showed a flat opening situation. Even the core stocks in the main fields of "infrastructure" and "military industry" held by the "Yuhang system" before, such as "Huaguo Construction, China Metallurgical, China Construction, China Railway Construction, China Communications Construction, Conch Cement, Huaxin Building Materials, Gemdale Group, Kewan Real Estate, China Fortune Land Development, China Airlines Shenfei, Aero Engine Power, Aero Engine Technology...' and dozens of other heavyweight stocks, at this moment, there was an obvious slight opening trend, and a lot of active selling orders emerged on the market.
And these stocks have basically underperformed the market in the past two trading days.
When the "big finance" soared across the board, these stocks not only failed to keep up with the increase in the index, but also fell significantly by several points, which can be regarded as the weakest performance area in the market in recent trading days.
In addition to these core main lines, the branch market
The ‘new stocks’ and ‘sports industry development’ sectors, which have attracted much attention from investors, have opened higher at the same rate as the main sectors such as ‘technological growth’, ‘big consumption’ and ‘non-ferrous metal cycle’, which can be regarded as keeping up with the performance of the market.
However, the two core stocks in its two major branch sectors.
‘Leiman Optoelectronics’ also opened higher by more than 5% at this moment, and the check ‘Lanshi Heavy Equipment’, under extremely high market attention, has maintained a trend of opening at the daily limit.
After that, as the call auction time passed.
The performance of the major main lines of the market remained unchanged overall.
Later, when the trading time exceeded 9:20, the two markets entered the real non-cancellable call auction stage, and the performance of the major main lines fell slightly.
However, as the time got closer and closer to 9:25.
In the last three minutes of the call auction, the main line of "big finance", which is the core of the market, began to rise gradually and returned to the opening position at the beginning of the call auction.
Finally, when 9:25 came, the two markets ended the entire call auction process.
As expected, the Shanghai Composite Index opened up by 1.37%, fixed at 3007.83 points, jumping over the important threshold of 3000 points, and leaving a gap of about 30 points at this extremely important pressure point, showing an extremely strong opening trend.
In addition to the Shanghai Composite Index, the opening gains of the Shenzhen Composite Index and the ChiNext Index were all above 1%.
In particular, the A50 Index opened up by 2.24%, and the strong trend was clearly visible.
As for the final opening performance of the major hot main lines in the market.
The securities sector opened up by 5.11%, leading all industry sectors and concept sectors in the two markets.
Insurance and banking sectors followed, opening 3.23% and 2.79% higher.
After the "big finance" related sectors, film and television media, Internet software, Internet applications, and food and beverage industry sectors followed, with a high opening range of 1% to 2%.
After that, the main lines of "infrastructure" and "military industry", such as "national defense military industry, commercial real estate, building decoration, building materials" and other industry sectors, either opened flat or slightly lower, becoming a drag on major market indexes and the main leading industry sectors in the market.
In terms of concept sectors in the two cities, the pattern is similar.
The two major concept sectors of "securities" and "Internet finance" led the rise, followed by banking, insurance concepts, mobile payments, smart cities, domestic software, Apple concepts, electronic information, liquor, white goods and other concept sectors.
However, concept sectors related to several major concept themes in the early stage, such as "Eurasian Economic Belt", "New Era Road, Maritime Silk Road", "Reform and Restructuring of Central Enterprises and State-owned Enterprises", and concept sectors such as "Military-Civilian Integration, Domestic Aircraft Carriers, Beidou Navigation, Shanghai Free Trade Zone, Northeast Revitalization, Yangtze River Delta Economic Belt, Pearl River Delta Economic Belt", have obviously underperformed the major core indexes of the market, showing a flat opening or a slightly lower opening trend, and have become the concept sectors that led the market decline.
Under this opening pattern...
Especially when everyone saw that the securities sector, in the entire call auction transaction, opened with a volume of 1.5 billion, and opened high by 5%; saw that "big finance" continued to lead the two markets across the board; saw that the core stocks in the "Internet Finance" sector opened with daily limit.
The inner emotions of most investor groups in the entire market have further risen.
Inside and outside the market, the bull market flame ignited by the "Yuhang System" and the investment confidence that was continuously bombarded by the market's macro news are also becoming more and more enthusiastic and hot.