Chapter 688: The Call Auction Exceeded Expectations!
"This opening is pretty much in line with expectations."
At 9:16, in the main hot money group of Yuhang where Su Yu is located, a large number of large hot money players who paid attention to the changes in the market's initial collective bidding began to sigh with emotion.
"It should be said that it slightly exceeded expectations, but I don't know if it can continue until the end of the call auction."
“Looking at the disks of popular core stocks such as Flush, Western Securities, Orient Securities, China Airlines Heavy Machinery, Bluestone Heavy Equipment, LeTV, Internet Speed Technology, Hengsheng Electronics, Huaguo Software..., they are actively buying. The order shouldn’t look like a false order. The two markets opened higher today, so there shouldn’t be any problem.”
"Hey, let me just say that yesterday's plummeting trend didn't have such a bad impact on the market, right?"
"The main thing is that the external trend and the good news in the evening are more consistent, right? If it weren't for the boost to sentiment caused by the external trend and the good news last night, according to the extreme plummeting trend of the market yesterday, today's major indexes, as well as yesterday's extreme decline, The sector will definitely open sharply lower.”
“It’s not entirely due to the favorable external market trends and news. I think...it’s mainly because everyone discovered that there weren’t many major financial institutions that sold off their positions yesterday, and there were quite a few financial groups that were short of the market, so today There was a strong recovery at the opening.”
"That's true. There are quite a few people who have lost their money."
"According to this call auction form, the sentiment has picked up. Most of the large number of investors who were buried yesterday will not rush to close their positions and stop losses at the beginning of the market, right? In other words... the better the market opening sentiment, the better it will rebound. The pressure to repair yesterday’s sharp decline will become smaller.”
"This is for sure. As long as the mood can be maintained and the market still has a relatively strong money-making effect, then the confidence of the majority of retail investors in holding positions will naturally increase and they will not easily cut off positions and stop losses."
"Well, in this mood, we can do restorative market arbitrage today."
"From the analysis of the initial call auction, the most flexible areas are obviously in the core sectors of securities, Internet finance, military industry, and film and television media."
"The 'military industry' sector does feel like it has fallen a bit."
“It’s been almost two months since the adjustment, so it’s time for it to fall completely, right?”
"At this time, the risk of buying low-priced stocks in the early hot stocks in the 'military industry' sector... should be very small."
"The core concept stocks of the securities sector and the Internet finance sector are safer, right? Since the market's 'bull market' pattern remains unchanged, the investment logic of these two sectors is currently the hardest."
"I agree, it is more reliable to follow the logic of 'the strong will always be strong'."
"Hey, seeing this initial collective bidding situation, I really regret not buying the bottom at the end of yesterday's trading. I really missed a lot of opportunities!"
"Who would have thought of this?"
"Just grasp the current situation. Anyway, I invested the remaining funds and resolutely grabbed the stock of 'Tonghuashun'. Recently, I saw that the popularity of the stock discussion area on the 'Tonghuashun' platform has increased compared to a month or two ago." The volume of posts has more than doubled, which shows that the speed at which this company and this platform attracts customer groups has continued to skyrocket as the market becomes more popular.
Since the number of customer groups continues to skyrocket.
Then, its revenue and profits must be rising rapidly with the expansion of new customer groups.
It can be predicted that the revenue and profit performance of Flush Stock in the fourth quarter will definitely be very impressive. It should be a certainty that the stock will surge several times.
Along with the surge in revenue and profits.
If its stock price does not rise, there is no natural reason at all.
Therefore, this check, in the current market environment, is definitely the most cost-effective core mainline leading concept stock. "
"Haha, these words make you angry..."
"I'm already fully stocked in the stock 'Flush'. I didn't sell the check yesterday even if it fell to the limit. It's a 'bull market' after all! This round, I have to learn from Mr. Su's pattern."
"Compared with the check of 'Flush' and 'Oriental Fortune', it is definitely not bad."
"It's just a bit large relative to the market value."
"The market value of 'Oriental Fortune' is a bit large compared to Flush, but compared to stocks such as 'Oriental Securities, Western Securities, Huaxin Securities...', it is nothing. Its stock price elasticity should still be far higher than 1 Securities stocks with large market capitalization.”
"Yes, the key is the check from 'Oriental Fortune' and the large-scale positions held by Mr. Su's 'Yu Hang Group'."
"It's not a position, it's a fixed increase in shares."
"The specific nature is not important, as long as it is a concept stock held by Mr. Su's 'Yu Hang Group'."
"Isn't anyone buying the check of 'Blue Stone Heavy Equipment' and following the market? I think this check... seems to have the potential to make another wave? After all, the number of new stocks of 'Huake Dawn' has even increased. Today, 13 board, but it is still rising by the limit. I always feel that the check of 'Hua Ke Shuguang' can continue to bring the stock of 'Bluestone Heavy Equipment' even after it continues to rise beyond expectations. "
"I feel the same way, but this check... is always a bit high, so I don't dare to follow it!"
"I think that with the continued surge in the market heat of the 'Hua Ke Suguang' check, and the continuous one-line trend exceeding expectations, the driving effect of this check on the 'Technology Growth' main line, especially the 'Smartphone Industry Chain', should be much stronger than the 'Bluestone Heavy Equipment' and 'Military Industry' sectors, and it is obvious... Compared with the 'Military Industry' sector, the position of the 'Smartphone Industry Chain' line is obviously lower!"
"Indeed, the 'Smartphone Industry Chain' line has not been hyped for a long time."
"But there is no strong expectation for the 'Smartphone Industry Chain' line at present. The sales of Apple products this year are a bit weak. Even if there is a market, it is estimated that it will be in the first quarter of next year."
"Yes, if the 'Technology Growth' line is to start a market, it feels that the 'Film and Television Media', 'Internet Software', and 'Internet Applications' industry sectors have greater opportunities, and the two major sectors of 'Internet Software' and 'Internet Applications' can also superimpose the heat of the 'Internet Finance' sector."
"The 'Film and Television Media' sector, the plunge yesterday, was a bit nonsensical, and I am optimistic about the restorative rebound of this sector today."
" Anyway, in this case, if you want to make a market, you must choose the sector with the highest elasticity. "
"What can be confirmed today is that the industry sectors such as 'banking, insurance, petrochemicals, and coal' that were relatively resistant to declines yesterday will not have much market."
"Those that were resistant to declines yesterday are likely to be resistant to increases today."
"Is it mainly because the market liquidity is still insufficient? It cannot achieve indiscriminate attacks, and it is impossible to make the market truly achieve a collective general rise. "
"It's almost 800 billion in volume, and the liquidity is still not enough?"
"The market volume looks scary, but it also depends on Over the years, how much has the market expanded? It also depends on the index's position in this range and the historical locked-in shares. Compared with the expanded stocks and market value, and the huge locked-in shares concentrated in this position, this volume is not very sufficient. "
"Don't be afraid. I feel that the market volume performance has obviously not reached the top yet."
"I also feel that the volume has not reached the top. If the index can be strongly repaired today, I think... in terms of volume, I am afraid it will continue to reach a new high."
Accompanied by the rapid refresh of the group's messages and the in-depth interpretation of the market changes by the hot money bosses in the group.
At this time...
The market's trading time has entered 9:20.
After the initial call auction process between 9:15 and 9:20, the overall high opening situation of the market has not changed fundamentally.
The major core themes, major hot stocks, and major concept themes.
Still maintain a relatively positive rebound and upward trend.
Moreover, from 9:19 to 9:20, the orders placed on the major hot stocks were not withdrawn by investors in large numbers. Overall, the market's obvious warming sentiment and high opening situation were not false, but were truly formed by the concerted efforts of various fund groups inside and outside the market, and by tens of millions or hundreds of millions of retail investors.
At 9:21, 'Tonghuashun' continued to rise, with a high opening increase of 4.22%.
At 9:22, the 'Internet Finance' sector came from behind, surpassing the 'new stocks' sector and the 'military industry concept' sector, leading the concept sectors of the two markets.
At 9:23, 'LeTV' rebounded by more than 3%, and the 'film and television media' sector index rose sharply.
At 9:24, almost all industry sectors in the two markets turned red.
Then, when 9:25 came, the call auction of the two markets ended.
The Shanghai Composite Index was set at a 0.88% increase, once again approaching the 3,200-point mark; the Shenzhen Composite Index and the ChiNext Index opened 0.65% and 0.79% higher, respectively. The three major indexes all opened significantly higher, and the A50 Index opened higher by more than 1%.
In addition to the high opening performance of the index.
Nearly 88% of the more than 2,000 stocks traded in the two cities opened higher.
Among them, the major hot main lines, hot industry sectors, and concept sectors performed well.
Yesterday, the leading industries of "defense and military industry", "film and television media", "Internet software", and "Internet applications" opened higher by more than 1.5%, and then the "securities" sector opened higher by 0.93%. The main line of "infrastructure" in the fields of building decoration, building materials, machinery and equipment, public transportation, commercial real estate, etc., opened higher, basically the same as the Shanghai Composite Index.
In general, the market's opening situation.
Obviously, it still exceeded everyone's expectations before the market opened. At the same time, it also eased the anxiety of some investors who took over the market yesterday, so that these funds and chips would not be so eager to stop losses quickly at the beginning of the market or in the call auction stage, thus suppressing the market.
"The Shanghai Composite Index opened so much higher. Aren't you afraid that it will be hit by selling again after the opening?"
At 9:26, seeing the market open higher across the board, the Shanghai Composite Index opened nearly 1 point higher than expected, in the main fund trading room of Zexi Investment Company in the Magic City, Zhou Kan frowned and said with some worry: "This is too high. With the extreme plunge yesterday, it opened so much higher today. I don't think it will be stable!"
Hearing Zhou Kan's voice, Xu Xiang, who was sitting next to Zhou Kan, squinted his eyes, carefully looked at the fixed price of the two markets, and laughed: "The opening is slightly higher than expected. As for whether it can be stabilized... We won’t know until the market officially opens, but...from an analysis point of view, it shouldn’t be that pessimistic.”
"Boss, do you think the Shanghai Index can be stable in this high opening form?" Zhou Kan was slightly stunned and asked.
Xu Xiang pondered for a moment and responded: "From the data of the Dragon and Tiger List disclosed after yesterday's market opening, we can know that yesterday's intraday selling was mainly due to the profits accumulated in the previous two weeks, and The unwinding orders are concentrated in the range of 3,000 points to 3,300 points on the Shanghai Composite Index.
Yesterday, the main financial groups, especially the main financial groups of large institutions, did not reduce their positions much.
But you saw it too.
Yesterday, the entire market had a transaction volume of 760 billion, and the intraday trend was also very panicky.
Under such circumstances, investors who are generally not very determined and have more or less profits with chips in their hands will find it difficult not to sell as long as they pay attention to changes in the market.
In other words, knowing that the main selling force is profit taking and unwinding.
In one day, the 760 billion amount of energy almost completely cleared the profits and settlements accumulated in the previous two weeks.
Now that this part of the key short-selling power that suppresses the market has been mostly cleared.
So, under the circumstances that the market's 'bull market' pattern has not changed significantly, the market news is not obviously negative, and the external market trend is also very positive.
Will the index still have strong downward momentum and power? No, not at all!
Therefore, today's major market indexes opened sharply higher under the influence of sentiment, which is in line with the market trend and the actual situation. It is also the concerted effort of all financial groups in the market, and it has corresponding supporting power.
Now that the market's downward momentum has been exhausted, it will be dominated by sentiment, positive news, driven by external market trends... and other positive factors.
The market opens higher and moves higher, fully repairing yesterday's trend, or reverse the trend.
It is natural and reasonable. "
"I understand!" After Zhou Kan listened to Xu Xiang's in-depth analysis and insights on the market, he thought for a moment and finally understood it completely. He chuckled and said, "If we can open higher and go higher, we can deal with yesterday's extreme plunge. If the trend forms a strong recovery...that would naturally be the best. I am afraid that the capital group that took over yesterday will be eager to close their positions when they suffer the most losses, forming a new suppression on the market. "
"No!" Xu Xiang said categorically, "Although the capital group accepted yesterday was temporarily trapped, the overall investment risk preference of the market is actually very high. The extent of the capital group being trapped is not deep, and today's early trading The overall bullish sentiment is picking up rapidly.
In this case, these capital groups will not easily close positions and stop losses quickly.
At the same time, driven by human nature, retail investors are often more likely to hold on to chips when they are losing money than when they are making money.
Therefore, the upward pressure on the market today will definitely not be greater than yesterday.
Rebound repair is also very promising. "
After saying that, Xu Xiang didn't wait for Zhou Kan to respond, and his sharp eyes were focused on the two markets again.
And as his eyes focused on the two markets again.
At this time, the market's trading time has also reached 9:30. After a brief five-minute suspension, the two cities once again ushered in the official continuous bidding trading period. (End of chapter)