Chapter 659: The 24-Day Winning Streak of the ‘Big Monster Stock’ Ends!
"Yes!" Zhou Kan said, "In the direction of 'big finance', as long as there is a slight correction, funds will pour in endlessly, and the number of funds to take over is really endless. Under this tyrannical market takeover performance, it feels like' Big Finance’s line will continue to be short-selling.”
Currently, in the direction of ‘big finance’.
Zhou Kan feels that the main source of bargaining chips for the sell-off is the short-term profit-taking funds that have intervened in recent days, as well as the huge amount of locked-up funds that have been trapped in this area in the past.
In essence, it is the logic of market outlook expectations in the line of ‘big finance’.
Nothing has changed at the moment. Not only has it not changed, but it continues to get stronger.
As future expectations continue to increase, the gap in future expectations of its related core stocks has not narrowed amid the continuous surge in stock prices.
Since the expected difference has not narrowed.
So, if you dare to attack aggressively in this position and raise funds on a large scale, there will naturally be no shortage of funds.
He feels that this is the fundamental reason why the main line of "big finance" is obviously stronger than the broader market and other main lines of the market in terms of market trends.
"It would be fine if we go for a sustained short squeeze." Xu Xiang responded, "The Shanghai Index needs a strong mainline market to maintain its position near 3,000 points, so that it can continue to stimulate the market's investment sentiment and speculation sentiment. "Bull market expectations" are further rooted in the hearts of the people.
During the brief exchange between the two...
Within a few minutes, the securities sector index had further rebounded to a 3.5% increase.
At the same time, driven by the rebound of 'big finance', a number of other industry sectors and concept sectors in the fields such as 'technological growth', 'big consumption', and 'non-ferrous cycle' have also rebounded, while 'infrastructure', ' In the main areas that were popular in the early stage, such as the military industry, the trend of rising and falling has become more and more obvious.
"Sure enough, 'Big Finance' is still strong. It has recovered most of the intraday decline in early trading so quickly."
Seeing the changes in market conditions, it has returned to a rebounding pattern with 'big finance' as the core. The vast number of retail investors gathered in the discussion area of the trading platform were once again attracted by the 'big finance' field, especially the securities sector and The strong trend of the Internet financial sector is shocking.
“It seems that the early main lines of ‘infrastructure’ and ‘military industry’ are indeed yesterday’s work.”
"The core main lines of the market have been switched. 'Infrastructure' and 'military industry', which were popular in the early stage, will naturally not be as strong as in the early stage without the main funding focus and concentrated attention. However, I think these early popular lines It shouldn’t be possible to adjust the main line by much, right? After all, the overall market situation is still improving.”
"The index has such a continuous positive breakthrough. If it doesn't rise, it will already fall."
"Good guy, does it count as a fall if it doesn't rise now?"
"Although Mr. Su's 'Fortune Road' seat has never appeared in the core stock dragon and tiger list selling seats in the early popular main areas such as 'infrastructure' and 'military industry', compared with 'infrastructure', 'military industry' and other early popular areas, Regarding the trend of the main line and the main line of 'big finance', even if Mr. Su has not liquidated his positions in the main line areas such as 'infrastructure' and 'military industry', he has probably already reduced his positions significantly. "
"Mr. Su must have significantly reduced his positions in the main line fields of 'infrastructure' and 'military industry'. Otherwise...how could there be such a huge amount of funds to increase the main line chips of 'big finance'? Let me tell you...this At that time, we should not have any illusions about the early main lines of 'infrastructure' and 'military industry'. The correct operating idea is to step up and follow Mr. Su's pace of position adjustment and pursue securities in the 'big finance' field and Internet finance sector stocks. ”
"Even if the main lines of 'infrastructure' and 'military industry' rebound, they will definitely not be the mainstream sectors of the market."
"Yes, chasing stocks in the securities and Internet financial sectors is the way to go."
"Securities are the standard-bearer of the bull market. Once the bull market comes, the securities sector will at least double its price. The securities sector has been rising sharply for three days. If you are still unable to realize the big trend of the securities sector, then it is very inappropriate. "
"Haha... Indeed, I chased the 'Huaxin Securities' check in the early trading. Although I was temporarily trapped, I am not panic at all."
"I chased the 'Oriental Securities' check. It originally opened sharply higher in the early trading, but after a sharp decline, I thought I was going to lose money today. Unexpectedly... I actually got a daily limit."
“When buying stocks, you must buy stocks with an upward trend.”
"Yes, you must not buy stocks that are already in a state of adjustment."
"In short, stocks that continue to underperform the market must not be held for a long time."
"It doesn't have to be that complicated. Anyway, it's always right to follow Mr. Su when buying and selling. The stocks Mr. Su is buying are definitely the stocks with the strongest trends in the market. If you follow them, you will definitely make money."
"The key is that Mr. Su has bought too many stocks now, and it's difficult to follow the market."
"Wouldn't it be nice to just pick any of the stocks Mr. Su bought?"
"Hey, actually, if you can't choose stocks well, you can also buy industry-graded funds, such as Securities B, which comes with leverage!"
"This is a way, I'll give it a try."
While everyone was discussing, the time had moved to 11:30, and the two cities closed at noon.
After half a day of violent fluctuations, the Shanghai Stock Index closed at a gain of 1.24% at noon, basically recovering most of the intraday losses.
The Shenzhen Index and ChiNext Index rose 0.89% and 0.79% respectively, slightly weaker than the Shanghai Index.
The half-day turnover of the two cities reached 306.098 billion. Compared with yesterday's market volume, it has declined somewhat, but not by much. It is still at a very active market volume.
The performance of the core main lines of the two cities.
The securities sector closed with a half-day gain of 3.88% after experiencing violent fluctuations. The Internet Financial Sector Index closed up 3.59% at noon. The two major sectors ranked first in the two cities' industry sector growth lists, and ranked first in the two cities' conceptual sector growth lists. First, the core hot spots of the market, as well as the main direction, still revolve around these two major sectors.
In addition to the securities and Internet financial sectors that led the gains.
Although the performance of the two major sectors of banking and insurance during the day was not as outstanding as these two major sectors, they also outperformed the Shanghai Stock Exchange Index and performed relatively strongly.
‘Technology Growth’, ‘Big Consumption’, ‘Nonferrous Cycle’, ‘Petrochemicals’ and other main sectors.
The half-day trend was slightly weaker than the performance of the main line of "Big Finance", but they still maintained their red market status, and many of the constituent stocks also followed the index and set new rebound highs this year or new annual highs.
As for ‘infrastructure’, ‘military industry’ and other early popular main areas.
A number of related industry sectors and concept sectors have all come out of the trend of rising and falling after a period of heavy volume.
The two major feeder markets are ‘sports industry development’ and ‘sub-new stocks’.
A number of stocks in the main concept field of 'Sports Industry Development' have fallen into an adjustment trend with the huge increase in volume of 'Leiman Optoelectronics'; ''s high level exploded, and many new stocks that had followed the trend of 'Bluestone Heavy Equipment' also experienced drastic adjustments, either rising higher and falling, or falling straight down.
Of course, during the market adjustment of these two major branches.
In these two major concept sectors, there are also many low-level concept stocks that have not kept up with the leading concept stocks before, and today they are making up for their gains.
In addition to these more core main line areas.
Other non-hot areas such as ST sector, restructuring backdoor, pharmaceutical business, animal husbandry, agriculture, etc.
Today, there is clearly a trend of making up for the increase, and its overall market performance is stronger than the previous popular main lines such as "infrastructure" and "military industry", and even stronger than many industry sectors and concept sectors in the main line of "technological growth".
Overall...
Although the market conditions in some core main areas have shown obvious differentiation and violent fluctuations today.
However, the overall market performance is still as strong as ever. Compared with the previous few days, the overall money-making effect of the market has no obvious decline or decline.
Moreover, the volume can remain stable, and the "bull market expectations" continue to deepen among the broad investor groups inside and outside the market.
What's more, of the more than 2,000 stocks in the two cities, more than 1,500 stocks are still in the red at this moment, and more than 40 stocks have sealed their daily limits.
Faced with such a closing situation at noon.
The vast investor groups inside and outside the market are naturally satisfied.
After all, when most stocks keep closing in the red, the money-losing effect of the market is very small. Most of the investor groups participating in market transactions still have red accounts, even if some of them chase high prices in the early trading stage. Investors who raised funds were temporarily trapped at this moment, but everyone was still confident about the market performance in the afternoon and the market performance in the future, and there was no pessimism spreading.
"Today, in the direction of 'big finance', many stocks in the 'securities' sector and the 'Internet finance' sector have continued to surge. However, I did not expect that the differentiation and shock... turned out to be such a strong high-level shock pattern."
At noon, after a brief review, many large hot money investors in the Yuhang main hot money group where Su Yu was located were still discussing the changes in the market intensely and looking for possible trading opportunities in the afternoon trading. .
"Indeed, I placed an order of almost 5 million near the flat price of Orient Securities and Orient Fortune stocks, but I didn't buy any chips. Later I saw Orient Securities rising straight up, and I was shocked. It was still at the daily limit. Placed orders are rushing to raise funds. To be honest, the trends of the two major sectors, securities and Internet finance, are much stronger than I expected. They simply refuse to adjust. "
"The main reason is that Mr. Su has been too hasty to buy in this wave, and the expected benefits in the direction of 'big finance' are also continuous. At the same time, the market's investment sentiment and investment confidence are also obviously higher than a few months ago. Mr. Su When the market heights of the main lines of 'infrastructure' and 'military industry' hit the market, it came much more violently. In this way... the market trend of the main lines of 'big finance' is naturally more volatile than the original market trends of 'infrastructure' and 'military industry'. Violent."
"Now, the market's 'bull market' expectations have been formed, so don't think about buying chips at low prices."
"Indeed, starting from today, I plan not to do short-term trading. I will just hold a full position in a few core stocks in the securities and Internet financial sectors. In the bull market stage, in fact, it is better to hold on to holding stocks and cover stocks for short-term and frequent trading." The profit is more.”
"I agree. At this time, we must change our trading thinking."
"I have to say that Mr. Su's situation is really big. This time the Shanghai Stock Exchange Index reached 3,000 points. In total, he really lifted it up by force."
"Now 3000 points have been stepped on by the Shanghai Composite Index, now... we have to look forward to 3500 points and 4000 points!"
"Hehe, I guess we can see the Shanghai Composite Index at 4000 points by the end of the year, right?"
"4000 points is hard to say, but 3500 points should not be difficult for the Shanghai Composite Index. After all, the line of 'big finance' is really powerful in pulling up the index."
"With such a strong market support, I feel that the securities and Internet finance sectors can continue to rise in the afternoon."
"In the bull market, all the suspension and rest time are the process of bullish sentiment fermentation. If nothing unexpected happens, after the afternoon opening, whether it is the index or the overall market, it should be able to continue to rise. At 3 o'clock in the afternoon, the Shanghai Composite Index closed in the red, and there will be no suspense."
"I just raised a sum of money and continued to buy in the afternoon. What do you think of the two checks of 'Huaxin Securities' and 'Oriental Fortune'? , which one is better? "
"In terms of flexibility, it must be the check of 'Oriental Fortune'."
"I also think that the flexibility of the check of 'Oriental Fortune' is much better than that of 'Huaxin Securities'."
"The trend of 'Internet brokerage' still has great potential in the future. With the business layout of 'Oriental Fortune', under the east wind of the bull market, there should be no big suspense about the future market value of 100 billion."
"If it is 100 billion, there is not much room, after all, the market value of this check is now 40 billion."
"Choose 'Tonghuashun'. The current market value of this check is only more than 10 billion, which is only one-third of the market value of 'Oriental Fortune'. With the same business, more users, and future potential, it should not be inferior to 'Oriental Fortune'. At least compared with the market value of 'Oriental Fortune', 'Tonghuashun' is There is a lot of room for the stock to rise. At the same time, the recent 'Tonghuashun' check is also the absolute core concept leader in the entire 'Internet Finance' sector. "
"'Tonghuashun' check is good, and there is no problem with the logic, but today it is completely a one-line limit, and there is no opportunity to buy at all."
"The opportunity to buy, the entire 'big finance' main line fell rapidly in the early trading. When the market diverged the most, there was still a volume on the daily limit. At that time, most orders could be bought, but now, it is definitely difficult, but no matter what... This check has been on the daily limit for several consecutive times, and there will definitely be an opportunity to buy tomorrow."
"Compared with the two checks of 'Tonghuashun' and 'Oriental Fortune', the check of 'Hengsheng Electronics' is not bad!"
"That's right, most of the domestic trading systems and quotation systems are from the company 'Hengsheng Electronics' , and this stock also has the concept of "Alibaba". Since "Alibaba" was listed on the US stock market at the end of September, the market's hype in this area has not formed a climate. I feel that this concept field will sooner or later come with a big wave. "
"The concept of "Alibaba" is biased towards the concept fields of "Internet software" and "Internet application". Generally speaking, it belongs to the main line of "technological growth". However, from the end of June to now, the main line of "technological growth" has basically been in a sideways adjustment trend. It is normal that there is no big market performance in the line of "Alibaba". However, with the subsequent adjustment of the line of "technological growth", many companies of "Internet software" and "Internet application" have caught up with the speed of performance explosion. I still believe that the main line of the concept of "Alibaba" will definitely be hyped by funds. "
"In general, the expected space for the check of "Hengsheng Electronics" is also very large, right? ”
“With the expectation of a ‘bull market’, I think the ‘Hengsheng Electronics’ check will definitely have a space height of 3 or 5 times in the future.”
“I agree. After all, many financial institutions such as securities companies, banks, and insurance companies are currently developing mobile clients. These businesses… are basically one of the main businesses of ‘Hengsheng Electronics’. Its future main business, revenue, and profit scale have the potential to explode. ”
“In fact, the future performance expectations of the entire ‘Internet finance’ direction are not bad.”
“Last year, the ‘Internet finance’ sector was purely a concept. This year…with the expectation of a ‘bull market’, it is likely that large-scale speculation will be carried out in the direction of performance realization.”
“Yes, the final landing point of concept speculation is not the realization of performance expectations?”
“In that case…I feel that the prospects of the main line of ‘technological growth’ are still good. Maybe, after the main line of ‘big finance’ has created space and realized certain ‘bull market expectations’, the line of ‘technological growth’ can replicate last year’s glory. ”
“It’s entirely possible!”
“In fact, as long as the market volume can continue to maintain at 500 billion or even above 600 billion, the market conditions will never be bad.”
“Right, right, there is a market only when there is volume!”
Accompanied by the rapid update of messages in the group and the in-depth discussion of market changes by the big speculators in the group.
Unconsciously, 1 o’clock in the afternoon arrived.
As soon as the market entered the trading session, the stagnant market in the two markets changed rapidly.
After the mood brewed in the afternoon, the two major sector indexes of the securities sector and the Internet finance sector soared as soon as the market opened. The stocks within the sector, especially the core stocks with high popularity and focused by the majority of investors in the market, such as "Huaxin Securities, Huatong Securities, Oriental Fortune, Hengsheng Electronics...", almost at the moment of opening, a large wave of concentrated buying was ushered in, which quickly pushed up their stock prices by more than 1 point.
Subsequently, under the circumstance that the main line of "big finance" continued to receive concentrated attention and care from the capital groups inside and outside the market.
The Shanghai Index, Shenzhen Index, and ChiNext Index also continued to warm up.
At the same time, thanks to the passive pull-up of the index by the main line of "big finance", a number of stocks in other main line areas of the two cities have more or less received the attention of funds, and their stock prices have fluctuated higher.
The overall pattern of the two markets that continued to fluctuate and strengthen was maintained until about 2:10 pm.
Then, due to the excessive selling pressure of ‘Bluestone Heavy Equipment’ and the lack of follow-up orders at such a high level, the check was once again hit by the extreme selling pressure of huge profit-taking funds in the market after the intraday turnover rate exceeded 55%.
At 2:15, ‘Bluestone Heavy Equipment’ fell sharply, and the intraday decline once again dropped to the 5% mark.
At 2:20, panic selling of profit-taking appeared on the ‘Bluestone Heavy Equipment’ market, and its stock price hit a new intraday low, reaching a drop of about 7%.
At 2:26, ‘Bluestone Heavy Equipment’ quickly hit the limit down board after the intraday turnover rate exceeded 65%.
At 2:27, after hitting the limit down, the funds for bottom-fishing of ‘Lanshi Heavy Equipment’ further decreased sharply, and the funds for profit-taking that continued to be sold were locked at the limit down. At this point, this check completely ended its record of 24 consecutive boards, creating a trend of intraday ceiling and floor, killing all the funds of 1.529 billion yuan at the height of 25 boards and bottom-fishing during the day.
After ‘Lanshi Heavy Equipment’ went beyond the ceiling and floor and released a huge amount of limit down.
The pattern of the two markets, which had been oscillating upward under the guidance of ‘big finance’, suddenly changed rapidly again.
The profit-taking funds gathered in the main line of ‘big finance’, ‘technological growth’, ‘big consumption’, ‘infrastructure’, ‘military industry’ and other main line fields were greatly affected at this moment, and they were quickly and concentratedly sold on the corresponding stocks.
At 2:30, when the market entered the half-hour stage of the closing session.
The major core indexes of the two cities, as well as the core main lines, all showed a short-term rapid dive trend.
At 2:35, within just a few minutes, more than 10 of the 87 stocks that had reached the daily limit in the two cities had experienced a breakout. Among them, Changliang Technology in the field of "Internet Finance" achieved a breakout, and the stock price instantly fell to around 7%.
At 2:38, "Leiman Optoelectronics", which had originally pulled red and fluctuated upward, also fell rapidly at this time, and fell again to the intraday low point of the stock price. At the same time, within the entire "sports industry development" concept main line, the football concept, Winter Olympics concept, and outdoor sports concept sectors were all affected by this and turned green and fell.
At 2:42, the securities sector index fell back from the 4.45% increase in the afternoon session to the 3.25% increase position.
At 2:45, many stocks that had risen and fallen in the previous main line areas such as "military industry" and "infrastructure" were taken over by the active funds group that made "high-low switching" again at this moment, and there was a short-term rise.
At 2:48, the securities sector index continued to fall back to the 3% increase position. At the same time, ST sector, restructuring, petrochemical, animal husbandry, agriculture, rural revitalization, electricity, public transportation... and other marginal concept sectors that obviously underperformed the market in the past few days and were relatively stagnant, as well as the main line sectors, suddenly ushered in the concentrated attention of the main funds and strengthened against the trend.
Of course, this also shows that in the last ten minutes of this closing.
Many funds that have been reduced and stopped profits from core main line areas such as "big finance", "technological growth", and "big consumption" have begun to trade in the direction of "high-low switching".
At the same time, it also indirectly shows that everyone's confidence in the market is still very high.
Otherwise, these funds that have come out will not choose to continue buying.
At 2:51, the Shanghai Composite Index fell from the highest increase of 1.67% in the afternoon to 1.01%, while the Shenzhen Composite Index and the ChiNext Index fell to 0.5%.
At 2:55, the turnover of the two markets reached more than 580 billion, which was slightly reduced compared with yesterday.
At 2:57, when the entire Shenzhen Stock Exchange entered the final call auction, Changliang Technology closed the daily limit again. At this moment, the "Securities" and "Internet Finance" sectors ushered in concentrated large-scale capital buying.
Finally, when 3 o'clock in the afternoon came and the two markets closed.
The Shanghai Composite Index was set at a 1.05% increase, barely standing above 3080 points; the Shenzhen Composite Index and the ChiNext Index rose by 0.49% and 0.53% respectively; and in addition to these major indexes, the A50 Index closed today, thanks to the strong shock of the "big finance" main line, and still exceeded 2%.
Faced with such a closing result...
Inside and outside the market, although the majority of investors are somewhat depressed about the plunge in the two markets at the end of the trading day, they are generally quite satisfied. After all, even if the closing results are considered, there are still more than 1,300 stocks in the two markets that have maintained the situation of closing in the red.
And after the closing, the concept leader stock of "Lanshi Heavy Equipment" that caused the rapid plunge in the two markets at the end of the trading day.
Its market attention has also soared further, triggering extremely fierce debates between long and short positions, and even triggered fierce debates about the "new stocks" sector and subsequent new stocks.
Some people think that this check has been seriously overdrawn, and today's intraday high is the peak of the stock price that this check will never exceed in the future.
Some people also think that as long as the market bull market continues.
Then, as the core concept leader of the market, the stock price of "Lanshi Heavy Equipment" will sooner or later rebound.
Of course, everyone is discussing more about the various impacts of this check on the "new stocks" sector and subsequent new stocks.
Everyone is guessing that the entire market, in the new stocks issued in the next two months.
Are there any new stocks that can surpass the record of "Lanshi Heavy Equipment" or approach the record of "Lanshi Heavy Equipment"?
In addition to the discussion about this check.
Inside and outside the market, the attention of the majority of investors is still mainly focused on the direction of "big finance".
And as the market time goes by, when the Dragon and Tiger List of the two cities is announced, everyone finds that among the main component stocks of "big finance" on the list, the "Fortune Road" trading seat of Yuhang system is still buying continuously. This kind of discussion heat is directly exploded. Countless people have been shocked and numb by the extreme increase in positions and buying operations of "Yuhang system". It can be said that they are dumbfounded and unbelievable! (End of this chapter)