Chapter 709 Falling, Just to Rise!
Wang Can thought about it for a while and replied: "That's true. We finally broke through the 3300 point mark. There is no reason to fall back again! And' securities, Internet finance, military industry, film and television media, sub-new stocks, Shanghai stock market Free trade zones, reform and reorganization of central and state-owned enterprises are popular main sectors. At this time, the trend is indeed obvious and the follow-up expectations are very strong. Its main upward trend has already been achieved by the concerted efforts of funds and the majority of investors in the market. group recognition.
Logically speaking, there are no extreme negative blows.
These popular mainline trends that have already emerged are unlikely to be cut off so suddenly.
It seems... I am indeed worried blindly. I hold a large amount of chips in my hands and already have sufficient cost advantages. Why do I feel that the market is rising and I am timid? "
Hearing Wang Can's last muttered words, Zhao Lijun chuckled and said, "It's normal to be timid as the price rises. This is also the psychological reaction of the vast majority of investors in the market. Otherwise, where would there be so many investors?" How can such a huge market change come from profit taking and arbitrage selling?
People will break the pot only when they suffer huge losses.
If you have sufficient profits in hand and feel that the market is at risk of a downward correction, it will be difficult to restrain the strong desire to stop profits.
This is the weakness of human nature and the source of market profits and losses. "
"Yeah, my determination is still not good enough." Wang Can smiled helplessly, "If the boss hadn't been asking us to hold positions firmly, we were not allowed to trade in the core main positions. Faced with such a huge profit scale in the account now, I I must have been unable to bear it for a long time.”
If Su Yu hadn't formulated an investment strategy and trading strategy of firmly holding positions and doing T with small positions.
If you let them play freely...
Perhaps during the extreme market plunge on Monday, he sold off all the chips in the account he operated and the chips held by the group he was responsible for.
However, facts have proven that in the current market stage, a certain degree of determination in holding positions is still required.
This also shows that there is still a clear gap between his understanding of the market and trading knowledge compared with Zhao Lijun, Zhu Tianyang, Zhang Guobing, and Liu Yuan.
Therefore, Yu Su Yu did not promote him to be the fund manager of the main fund products.
He also made sense in his heart.
"If there are no accidents, today's core market trend will still focus on 'securities, Internet finance, military industry, film and television media, sub-new stocks, Shanghai Free Trade Zone, and the reform and reorganization of central and state-owned enterprises', which have produced sufficient profit-making effects yesterday. "On the popular sector." While the two were talking, at this time, Zhu Tianyang from another trading team also said, "I thought that the check for 'Huake Shuguang' would be open today, but I didn't expect that it would still be reduced." If the trend of the stock market exceeds expectations, the continuous trend of this check has frequently exceeded the expectations of the investors in the market who pay attention to this check. "
"Indeed, 16 consecutive boards, who would have thought of it before releasing it?" Liu Yuan also nodded at this time, "Logically speaking, if the check of 'Huake Dawn' has reached this point, it should drive its related There has been a wave of speculation in the concept sector, and I feel that there are certain speculative opportunities in the 'technological growth' concept stocks associated with this stock."
"In the electronic information field, or in the 'mobile Internet' field?" Wang Can paused and asked.
Liu Yuan thought for a moment and responded: "Look at the direction of the active financial groups in the market after the market opens. Any direction is possible."
"The check for 'Chengfei Integration' was a bit lower than expected today." Zhao Lijun took over and said, "I feel that the check is still not too low. I'm afraid Rongchao Business Center will have to cut off its flesh today."
"'Chengfei Integration' is related to the line of 'military asset restructuring'." Zhu Tianyang said, "In the field of military industry, the opening of 'China Airlines Heavy Machinery' today is not very satisfactory. After the short-term emotional recovery of this line, this position , there is a high probability that there will be another wave of serious disagreements.”
"The military industry line should still be lacking in space and time during the previous adjustments." Seeing several people discussing this point, Zhang Guobing on the side also took over and said, "In terms of the current explosive power and market sustainability, the military industry Not as good as securities, Internet finance, and the film and television media sector in the main areas of 'technological growth.'
"Speaking of the 'film and television media' sector, it feels like it should be considered a reversal, right?" Wang Can continued, "'LeTV' has been really strong recently, and the box office of this year's National Day season, as well as the recent film market The box office performance has exceeded expectations, not to mention that there will be benefits from national subsidies in the future. I feel that the entire 'film and television media' field should be entering a golden stage of development. "
"There is logic in the 'film and television media' sector, but how to estimate the valuation is a problem!" Liu Yuan said, "When emotions and expectations rise, it can rise to the sky, but in extreme cases, even if it falls by twice the price, it cannot be said to be cheap. Ah, take the check of 'LeTV' as an example. The future expectations are still unclear. Its current valuation is already more than 100 times, and its market value is tens of billions. I am thinking, even if it is an optimistic expectation, How much room does this check have to go up?”
"Taken together, the logic of securities and Internet finance is still the clearest and clearest, right?" Zhao Lijun said with a smile.
Zhang Guobing nodded slightly and responded: "You can say that."
"In that case, we don't need to think too much." Zhao Lijun said, "Just continue to follow Mr. Su's trading strategy."
After saying that, he put his eyes back on the trading board of the two markets.
While the few people were talking, the market trading time had already moved to 9:30.
The two markets, which had been temporarily suspended, began to jump rapidly at this moment, and with the official arrival of the trading time, tens of millions and hundreds of millions of buying funds had also crashed into the market, confronting the short funds.
At 9:31, in just one minute, the market's new volume exceeded 5 billion.
At 9:32, the Shanghai Composite Index fell back, and the intraday increase quickly shrank to less than 0.4%. At the same time, in terms of popular stocks, 'Chengfei Integration' opened low and fell sharply, and the intraday decline expanded to 2.23%. Similarly, the gains of these popular stocks, such as Tonghuashun, Western Securities, Shanghai Sanmao, Huatou Capital, Oriental Fortune, Hengsheng Electronics, etc., also fell back, and the volume increased rapidly.
At 9:33, 'Huaguo Shuguang', the current leading stock in the 'new stock' sector, quickly increased the volume of more than 4 million chips, but its daily limit order did not change significantly under the short-term increase at this moment, and the main buy order was still as high as more than 300,000 hands.
At 9:34, the Shanghai Composite Index further fell back to 0.23%. At the same time, the Shenzhen Index and the ChiNext Index had almost swallowed up all the high opening gains at the opening and returned to the flat position.
At 9:35, ‘Chengfei Integration’ fell to around 3 points, and the ‘Small and Medium-sized Board’ index turned green.
At 9:36, the ‘Lanshi Heavy Equipment’ check also swallowed up all the gains from the high opening, and under its influence, the gains of ‘Huahang Heavy Machinery’ fell back to less than 0.5%, and ‘Leiman Optoelectronics’ swallowed up the gains at the opening of the day and fell back to the flat position, and the entire ‘Sports Industry Development’ concept sector turned green.
At 9:37, the intraday gains of ‘Tonghuashun’ narrowed to 2.13%. At the same time, the gains of the securities sector and the Internet finance sector index have fallen back to within 0.5%.
At 9:38, the Shanghai Composite Index continued to fall back to the flat position, giving up all the gains during the day, and also completed the trend of filling the gap at the opening.
At 9:39, when the Shanghai Composite Index fell back to the flat position, the intraday decline of the SME Index had expanded to more than 0.5%. In the field of small and medium-sized concept stocks yesterday, a number of concept stocks that performed extremely strongly showed serious differentiation trends in the morning trading today, and profit-taking was relatively serious.
At 9:40, the number of stocks in the red market in the two cities fell back to more than 1,200.
At 9:41, the intraday decline of "Chengfei Integration" expanded to 4%, and at the same time, the stock of "Huake Shuguang" also began to continue to increase in volume, with the intraday turnover reaching tens of millions.
At 9:42, the intraday increase of "Western Securities", the leading stock in the securities sector, was reduced to less than 0.5%, and the increase of the entire securities sector index was reduced to 0.35%.
And the performance of the popular leading sector chased and undertaken by various active capital groups is still like this.
The performance of other core hot sectors is even more obvious.
In just twelve minutes, the entire market has no signs of a hot opening, and what has emerged is a rapid retreat and a plunge in the market trend.
At 9:43, ‘Huatou Capital’ reached the flat position. At the same time, the intraday gains of stocks such as ‘Oriental Fortune’ and ‘Hengsheng Electronics’ were completely swallowed up and also fell back to the flat position.
At 9:44, only half of the top 20 stocks with market attention and discussion heat can still maintain the red market state.
Just when everyone thought that the Shanghai Composite Index would quickly return to the 3,300 points that it broke through yesterday.
Many stocks will continue to fall to an intraday low.
The next moment, at 9:45, ‘Tonghuashun’, the core leading stock of the Internet financial sector, and even the concept leading stock in the entire ‘big finance’ field, suddenly poured into the market with continuous main buying orders of 10,000 lots, pushing its stock price up instantly.
At 9:46, ‘Tonghuashun’ rose straight, and the intraday increase returned to the 3% mark.
At 9:47, the increase of ‘Tonghuashun’ continued to expand, once again breaking through the 4% increase mark, and returned to the high point of the intraday market.
And with the straight rise of ‘Tonghuashun’ and the assist of the huge amount of main buying orders.
Its related similar stocks, such as ‘Eastern Fortune, Great Wisdom, Jinzheng Shares, Yinjie Technology, Hengsheng Electronics, Changliang Technology...’ and other stocks, also followed suit, and the buying volume followed suit instantly.
In addition to the sudden change of the ‘Internet Finance’ sector.
At the same time, the securities sector index also rose synchronously. ‘Western Securities’ and ‘Huatou Capital’, the two most popular securities stocks at present, also ushered in a large wave of active acceptance and purchase by the main funds. The stock price rose straight up in an instant to recover the decline of the initial retracement.
At 9:48, the ‘Internet Finance’ sector and the ‘Securities’ sector index rose, returning to the 1% intraday increase mark.
Seeing that the two core hot sectors of the market could not fall any further.
Other mainline sectors, such as ‘military industry, film and television media, Shanghai Free Trade Zone, new stocks, reform and reorganization of central enterprises and state-owned enterprises, high-speed rail…’ where the main funds have been deeply involved and the internal chip structure is relatively stable, also instantly followed suit and rebounded, and the buying volume increased rapidly.
At 9:49, the Shanghai Composite Index, Shenzhen Composite Index and ChiNext Index were driven by the bottoming out and rebound of the popular mainline sectors.
At 9:50, the three major indexes once again turned red and rose.
At 9:51, after the major indexes had completed the initial replenishment and washing of the market and showed a strong upward trend again, the main hot money gathered on these concept stocks in the field of popular concept stocks began to assist in pulling up the market.
At 9:52, with a violent turnover of nearly 20%, the ‘Shanghai Sanmao’ once again rose straight from the 6% intraday increase that continued to fluctuate.
At 9:53, the ‘Shanghai Sanmao’ hit the daily limit under the crazy pull of the main funds of the super large order of more than 100,000 hands.
At 9:54, ‘Shanghai Sanmao’ closed the daily limit, becoming the first stock in the main concept field of ‘Shanghai Free Trade Zone’ to hit the daily limit for four consecutive times, and also became a very recognizable concept main line leader in the entire market. Its popularity continued to soar at the moment of its closing, and it squeezed into the top five hot stocks in the two markets.
At 9:55, driven by the unexpected daily limit of ‘Shanghai Sanmao’, a number of stocks in the main concept field of ‘Shanghai Free Trade Zone’ moved abnormally, such as ‘Shanghai Construction’ soared by more than 3 points, ‘Pudong Jinqiao’ rose by more than 2%, and ‘Shanghai Steel Union’, under the influence of the two popular concepts of ‘Internet Finance’ and ‘Shanghai Free Trade Zone’, rose by more than 5%, jumping from near the flat position to a 6% increase in the day.
At 9:56, when the concept of "Shanghai Free Trade Zone" was rapidly changing, the main lines of related concepts such as "military industry", "military asset restructuring", "reform and restructuring of central enterprises and state-owned enterprises", and "new era road and maritime Silk Road" were also driven up. Among them, the two concept stocks of "Dalian Heavy Industry" and "Yingkou Port" showed signs of straight-line pull-up and attempted to close the board.
At 9:57, under the strong counterattack of the main lines of "Internet finance, securities, Shanghai Free Trade Zone, new era road and maritime Silk Road", the core main line of "film and television media", which is also concerned by a large number of investors in the market, also suddenly changed. Its field tends to be "celebrity shareholding and equity participation" concept, and at the same time, the stocks of "Ciwen Media, Huace Film and Television, and Huayi Brothers" with the expectation of "recovery and reversal of the film industry" showed signs of frequent large orders of tens of thousands of hands straight-line pull-up and grabbing.
At 9:58, the market investment sentiment was seen to rise again.
The ‘new stocks’ sector also began to move rapidly.
Among them, the ‘Lanshi Heavy Equipment’ check also turned red again from underwater and rose, jumping to the 2% increase mark within the day, returning to the intraday high.
In addition to the changes in the ‘new stocks’ sector.
At the same time, a series of main line areas with less market attention, such as ‘sports industry development’, ‘automobile consumption’, ‘white appliance consumption’, ‘steel’, ‘real estate’, ‘cement’, ‘white wine’, ‘petrochemical’, ‘coal’, etc., also launched a strong rebound at this moment.
When the market trading time officially passed 10 o’clock in the morning.
I saw that the Shanghai Index had returned to the opening position under the leadership of many concept main lines and core main lines, completing another round of washing in the local market.