Chapter 714 Market Trends After Favorable News Is Realized!

However, during the development of continued high bullish sentiment.

In the evening, as expected by many investors, the regulatory authorities did not release new benefits to the market. At the same time, the trend of the external market also showed a certain retracement fluctuation.

Then, during the two days over the weekend, the market news was equally quiet.

Faced with the retracement of the external market and the calm performance of the two days of weekend news, some investor groups who originally had high expectations for the market trend on Monday began to be obviously disappointed and lowered their expectations for the market outlook. At the same time, , the bullish sentiment inside and outside the market has also dropped significantly.

And when the time reaches November 17, before the market opens on Monday.

The bullish sentiment in the two cities, as well as everyone's expectations for the market's opening, have gradually returned to a relatively rational state.

Of course, even if the current bullish sentiment in the market has returned to a relatively rational state.

Generally speaking, bullish sentiment still maintains suppression of bearish sentiment.

At the same time, due to the official opening of the "Shanghai-Hong Kong Stock Connect", many major financial groups in the "Southern System" are already looking forward to it, waiting to swarm in after the market opens.

After all, the money-making effect shown by A-shares in the second half of the year.

Obviously it exceeds Hong Kong stocks.

These "southern" funds that have been active in the Hong Kong stock market before are inevitably a little jealous when faced with the extreme profit-making effect of A-shares.

It was just that it was previously restricted by the investment rules of the two places, as well as issues such as capital investment channels.

Unable to enter the market in time for trading.

Nowadays, the opening of the Shanghai-Hong Kong Stock Connect has given these "Southern System" funds a better channel to enter the A-share market. Naturally, this group of "Southern System" investors who have long been eyeing the money-making effect of A-shares have become excited. I am ready to make a move and want to enter the market as soon as possible to grab funds.

There is also the official opening of A50 index futures and China Securities 500 index futures.

At this time, it also gives many major financial institutions and large investor groups more ways to go long in the market.

Under the influence of these pre-market sentiments and the converging factors of various news...

At 9:15, when the two cities entered the initial call auction stage, there were only more than 2,000 stocks in the two cities, and there were still about 1,500 stocks that opened higher, and a number of popular main lines that performed outstandingly last week, especially There are a number of core weight stocks in the main areas of 'big finance' and 'big infrastructure', all of which are generally opening higher.

At the same time, the newly opened A50 index futures and China Securities 500 index futures main contract trading market is on the market.

At this moment, the number of active buying orders also increased dramatically.

On the first day of listing, its two major index futures also opened higher by 0.37% and 0.43% as stocks in the two cities generally opened higher.

At 9:16, the number of stocks that opened higher in the two cities obviously decreased amid rapid fluctuations in their market prices.

However, amidst the decrease in the number of red-plate stocks, the number of core-weighted stocks in the main line of 'big finance' and 'big infrastructure' is obviously still increasing, and stocks such as 'Huaxin Securities, Huatong Securities, Huashang Securities, Huatai Securities, Hua Commercial Bank, Huaguo Bank, Huajian Bank, Huanong Bank, Huaguo Construction, Huaguo Railway Construction, Huaguo Communications Construction, Huaguo China Railway...' and a large number of heavyweight stocks with the prefix "Hua", The volume of active buying on the market and the high opening range continue to increase.

There are also three major futures contracts on the market: CSI 300 Index futures, A50 Index futures, and China Securities 500 Index futures.

Its active purchasing behavior is also increasing with the times.

Among them, the increase in the main A50 index futures contract has rapidly expanded to 0.5%, the CSI 300 index futures has reached an increase of 0.41%, and the China Securities 500 index futures has fallen back, with the increase returning to 0.31%. According to several The reaction and trend of the main contracts of large index futures.

It can be seen that it is affected by the official opening of Shanghai-Hong Kong Stock Connect.

At the beginning of the call auction between the two cities, the main buying funds in the market were completely concentrated on a group of heavyweight blue-chip stocks in the Shanghai stock market.

Of course, such a trend was basically expected by the major financial institutions before the market opened.

After all, the first batch of trading stocks to enter the Shanghai-Hong Kong Stock Connect can only be a group of heavily weighted blue-chip stocks in the Shanghai stock market in terms of liquidity.

In other words, after the launch of the Shanghai-Hong Kong Stock Connect, the direct beneficiaries will be the immediate targets.

That's how blue-chip heavyweight stocks are.

In particular, the main line weight stocks of "big finance" and "big infrastructure" have already achieved a strong profit-making effect and have strong expectations for the market outlook.

At 9:17, the initial call auction price patterns of the two cities continued to develop in this direction.

I saw a number of blue-chip heavyweight stocks in the two core market areas of 'big finance' and 'big infrastructure'. The market trends are getting stronger and stronger, and the active buying volume is increasingly concentrated in heavyweight popular stocks, while other small and medium-sized stocks Board concept stocks and marginal mainline concept stocks showed signs of continuing to fall.

At this moment, the number of red stocks in the two cities also continued to fall, reaching 1,200.

At the same time, the increase in the main contract of 'China Securities 500 Index Futures' fell back to 0.28%. At the moment when the main futures contract was listed, that is, the traders who bought long 2 minutes ago had already appeared. Small losses.

Similarly, the main contract of the ‘A50 Index Futures’ listed and traded at the same time continued to expand its increase to more than 0.6%, and on its main contract, the main long buy orders of the bulls are still increasing rapidly, and the upward momentum of the continued rise has not been suppressed by any short orders at all.

At 9:18, the price situation of the two cities' collective auction became more and more clear.

The three major sectors of securities, banks, and insurance in the main line of ‘big finance’ took the top three places in the industry sector increase list of the two cities.

Then, behind them.

It is the industry sectors of building decoration, building materials, commercial real estate development, machinery and equipment, public transportation, etc. in the main field of ‘big infrastructure’, and then... the industry sectors of automobile consumption, food and beverage, film and television media, Internet software, Internet applications, etc. are slightly in the red.

Similarly, when the weighted stocks of the ‘securities, banks, and insurance’ sectors are getting stronger and stronger.

A number of stocks in the ‘Internet finance’ sector are also rapidly following the trend, and the active buying power on the market is also rapidly increasing.

It's just that the 'new stocks' sector has some problems at this time.

The entire 'new stocks' sector has opened low at this moment, showing a slight downward trend.

Among them, the absolute hot stock in the sector, 'Huake Shuguang', has shown obvious loosening. Although its stock price, at this moment, still maintains the form of a one-line board limit opening, its closed orders have been greatly reduced compared with the previous ones. Moreover, the proposed matching orders shown on the market have reached 46,000 lots at this moment, exceeding the total trading volume of the previous 16 consecutive limit boards of this stock.

And this means... this stock is likely to be difficult to maintain a one-line board opening today.

It also means that this core leading stock that has set 16 limit boards with no volume and refreshed the record of consecutive limit boards for new stock listings is finally about to usher in the moment of turnover and opening.

Similarly, it is affected by the high probability of opening of 'Huake Shuguang', the absolute leading stock in the 'new stocks' sector.

In the rebound last week, the new stock "Lanshi Heavy Equipment" that hit four consecutive boards also showed great differences on the market at this moment.

On the market, the number of orders to be matched was as high as 11,000.

At the same time, the high opening increase was only 0.89%, far lower than everyone's opening expectations for this stock before the market.

At 9:19, the market call auction trend became more and more differentiated, and its pattern became more and more obvious.

When the time reached this moment.

The high opening trend of the two core main lines of "big finance" and "big infrastructure" has become very obvious.

And the high opening pattern of a number of weighted core stocks in the main line field, the main buying funds group scrambled for stocks, is also becoming more and more clear.

In other main line fields, many false pending orders began to gradually withdraw orders, and the signs are becoming more and more obvious.

At the same time, the market call auction pattern is gradually changing.

The trend of the main contracts of several major index futures also changed synchronously, and there is a clear sense of hierarchy.

The opening range of the main contract of the ‘A50 Index Futures’ further climbed to 0.73%, the main contract of the ‘Shanghai-Shenzhen 300 Index Futures’ remained at around 0.4%, and the increase of the main contract of the ‘Huazheng 500 Index Futures’ further fell below 0.2%, only maintaining a slightly higher opening trend.

Then, at 9:20, the two markets entered the formal call auction stage where orders could not be withdrawn.

The situation presented by the market after countless false orders were withdrawn...

There are only about 1,100 stocks in the two markets that still maintain a high opening trend in the red market. Compared with the initial call auction time of the two markets at 9:15, it can be said to have fallen sharply.

But just when the number of stocks in the red market fell sharply, it was almost a 50-50 situation.

The blue-chip stocks with a weight of 'big finance', 'big infrastructure' and 'big consumption' as the main core lines, especially the blue-chip leading stocks in the two cities with a market value of hundreds of billions, hundreds of billions or even trillions of dollars in the banking, insurance and securities sectors in the 'big finance' main line, still maintain a positive trend. Whether it is the active buying volume on the market or the overall number of matching orders, they are increasing with the times.

Especially the securities sector, which has received much attention from investors inside and outside the market.

This weighted sector, which is called the 'bull market pioneer' and 'bull market flag bearer' by the majority of investors, has maintained a collective high opening trend of all the constituent stocks in the sector at this moment, even though the stocks within the sector have risen sharply in the early stage.

Even Founder Securities, which was relatively weak before and underperformed the market continuously, maintained a high opening trend at this moment.

Its market increase was as high as 0.53%.

As for the popular weighted securities stocks of ‘Huaxin Securities, Western Securities, Huashang Securities, Huatou Capital, and Huatong Securities’, their opening ranges at this moment are all above the 1% mark.

Of course, securities, banks, and insurance are so turbulent.

As the main line of ‘big finance’, the ‘Internet finance’ sector, which has significantly higher elasticity, has not fallen at all.

At this moment, the opening range of the entire ‘Internet finance’ sector index has also opened above 1%, maintaining the form of leading the concept sector of the two markets.

And the core stocks in its sector...

For example, 'Flush' continued to open higher at a 3% increase; the two weighted stocks of 'Oriental Fortune and Hengsheng Electronics' opened higher by about 1.5%, and stocks like 'Great Wisdom' became increasingly popular. The higher the price, many investors believe that the component stocks with serious demand to make up for the increase have opened higher than the 5% increase, showing that funds are still frantically rushing to raise funds, and there is a high probability that they will continue to hit the daily limit.

At 9:21, the popular weighted stocks on the main lines of "Big Finance" and "Big Infrastructure" continue to rise.

‘Huake Shuguang’ in the ‘sub-new stock’ sector finally broke the market, and its stock price fell rapidly from the daily limit. At the same time, the number of orders to be matched on the market also increased rapidly.

Along with the stock price of ‘Huake Shuguang’ broke through the market.

A number of "technological growth" concept stocks associated with it, as well as various marginal mainline concept stocks, have even fallen back one after another.

Among them, the high opening gains of the 'Blue Stone Reload' check were all wiped out instantly, falling directly to near the flat position, and the active selling pressure on the market is still increasing crazily.

At the same moment, the number of red stocks in the two cities once again dropped to around 1,000.

At this time, the number of red stocks began to be lower than the number of stocks that opened lower and fell.

The overall shape of the market, from a generally high opening at 9:15, has rapidly transformed into a situation of obvious shock and differentiation, and the profit-making effect has been significantly reduced.

But just when the red stocks in the two cities continued to fall.

The increase in the main contract of 'A50 Index Futures', which reflects the opening strength of market-weighted blue-chip stocks, continues to rise and has reached 0.81% at this moment.

"The collective bidding trends in the two cities feel a bit obviously lower than pre-market expectations!"

Seeing that the number of stocks in the red market in the two cities has begun to be lower than the number of stocks that opened lower and fell, at 9:22, in the Magic City, inside Zexi Investment Company, in the main fund trading room, Zhou Kan stared at the real-time changes in the market, Wei Wei He frowned and said: "Boss, I feel that today's market conditions are probably not optimistic. The benefits of the 'Shanghai-Hong Kong Stock Connect' and the listing of 'A50 Index Futures' and 'China Securities 500 Index Futures' are great. The probability is that the good will turn into a bad situation.”

"To be precise... the market conditions for small-cap stocks are not optimistic." Xu Xiang squinted at the call auction trends of the two cities and responded with a smile, "Shanghai has directly entered the first batch of the 'Shanghai-Hong Kong Stock Connect' list. The blue-chip weighted stocks in the market are still obviously supported by favorable conditions, and they can also directly face the continuous attacks from a large number of incremental capital groups.

In any case, the market as a whole is making money.

That is, under the ‘bull market’ pattern that everyone agrees on.

The incremental funds that the Shanghai-Hong Kong Stock Connect has brought to the market are substantial.

These incremental funds will not be able to take care of all the small-cap concept stocks in the market in a short period of time, but their stimulating effect on heavyweight stocks should still be very significant.

What's more, there are currently two core lines of 'big finance' and 'big infrastructure'.

Under the support of the expected logic of the 'bull market', and under the guidance of the two major macroeconomic strategic guidelines of 'New Era Road, Maritime Silk Road' and 'Reform and Reorganization of Central and State-owned Enterprises', there are already strong expectations and expectations of fundamental reversal. , these groups of incremental funds brought about by the "Shanghai-Hong Kong Stock Connect" have no reason not to increase their positions on a large scale in these main line areas.

Therefore, we analyze it from the perspective of the direction of capital changes and from the perspective of market outlook expectations.

The trends of the two core main lines of "big finance" and "big infrastructure" are likely to follow the trend of a number of small and medium-cap stocks and become increasingly divergent.

And under the continuous concentrated attack of incremental capital groups.

I am afraid that it will be difficult to see an extreme correction like last Monday. After all, there are still expectations of the central bank cutting interest rates and lowering reserve requirements! "(End of chapter)