Chapter 845: Market Sentiment Remains Positive and Bullish!

Follow Li Meng's instructions.

The various trading teams and trading team leaders in the trading room followed Su Yu's investment strategy and trading strategy to accelerate the reduction of positions and sell corresponding stock chips on the market.

As each trading group quickly executes instructions, the long-short divergence in the market becomes wider and wider.

Su Yu thought for a while, and immediately called Qin Qiuyue, who was in charge of the 'Anzhao Fund' company, and conveyed to him the trading strategy of accelerating the reduction of positions and taking profits.

After hearing what Su Yu said, Qin Qiuyue nodded immediately, and then hung up the phone without saying anything more.

"What's wrong?" After Qin Qiuyue hung up the phone, Zhou Hui next to her saw Qin Qiuyue's face solemn and couldn't help but ask, "Is this... Mr. Su's call?"

Qin Qiuyue nodded and said: "Yes, Mr. Su asked us to try to reduce the positions of each major fund product to 30% within today. He said that today's market trend is basically to reduce positions. The best time to take profit is also the last window period.”

"Mr. Su is not wrong." Zhou Hui said, "Previously, the most anticipated benefit in the entire market was the central bank's interest rate cuts and reserve requirement ratio cuts. Now the benefits have come to fruition. At the same time, the 'Big Finance' and 'Big Infrastructure' The core main lines of ', 'Military Industry' have also obviously reached a relatively high position. The internal profit taking and arbitrage are extremely serious. The bulls who have continued to attack and squeeze short will naturally be exhausted in an instant and have no motivation. It's a draw.

In this way, profit-taking and arbitrage orders are pouring out, and it will be difficult for the market not to adjust in the future.

At this time, Mr. Su asked us to reduce our positions and take profits on a large scale, reducing our positions to 30% of the conservative position level. There was no problem originally. "

"But..." Qin Qiuyue looked at the increasingly divergent market trends in the two cities, as well as the long takeover orders that have been basically suppressed by the short sellers, and continued, "We currently manage several main fund products under the company. How far is it from the 30% position level? How many chips do we need to reduce in total to complete the task of reducing positions and taking profits?”

Zhou Hui took a look at the position data of each major fund and the net worth performance summarized on the main control computer, and said: "The current position level of several major fund products managed by our company is basically around 37%. If we want to If we continue to reduce our positions to 30% today, we will need to reduce our holdings by about 3 billion.”

"3 billion..." Qin Qiuyue breathed a sigh of relief when she heard this number and said, "That's okay. With the current abundant liquidity in the market, it is not difficult to reduce the holding of 3 billion chips."

The main position weights of several major fund products under their company are the core weighting sectors of the main lines of 'big finance' such as securities, banking, and insurance, and the stocks held by them are basically the more popular stocks in the main line of 'big finance'. High popular weight stocks.

These popular heavyweight stocks are directly affected by the central bank's interest rate cuts and reserve requirement ratio cuts.

The situation presented today is basically a state of substantial increase in volume, or a state of huge increase in volume.

The current trading volume of the single securities sector has almost exceeded 100 billion, and the current trading volume of the stock 'Huaxin Securities' has reached around 15 billion.

There is so much liquidity.

After reducing her holdings of 3 billion chips, Qin Qiuyue felt that maybe one hour of trading time would be enough without closing the market.

After all, Su Yu was on the phone.

He only told them to reduce their positions and take profits as soon as possible and reduce their positions to 30%.

There is no plan for them to reduce their holdings of stocks.

If you first reduce your holdings of heavyweight and popular stocks with extremely high market liquidity such as 'Huaxin Securities', 'Huatong Securities', 'Huashang Securities', 'Huaguo Bank', and 'Huashang Bank', maybe half an hour. They can complete the task and reduce the position to the designated position.

Zhou Hui nodded and responded: "It is indeed not very difficult to reduce the position to 30%."

"Then hurry up." Qin Qiuyue said.

Since it is the strategic decision of the head office Su Yu, they must implement it unconditionally.

"But..." Zhou Hui paused and said, "We are reducing our positions here, and Mr. Su is also reducing our positions. The 'Yu Hang Series' main fund product managed by Mr. Su is comparable to several main funds managed by our company. The scale of the product has increased greatly, and the repeatability of our position targets is also quite high. If we reduce our holdings quickly... I am afraid that it will bring trouble to the 'Yu Hang Series' fund managed by Mr. Su. Come get some trouble."

Qin Qiuyue said: "You don't have to think about it. Since Mr. Su is telling us to reduce our holdings to the target position as soon as possible, he should have already prepared the corresponding trading strategy, so we don't need to worry at all."

"Okay." Seeing that she was thinking too much, Zhou Hui couldn't help but nodded in response.

Qin Qiuyue continued to think for a while, and finally said: "Let's reduce the market first. Among the stocks we hold, let's reduce the stocks with the highest liquidity. The other stocks are not very liquid. We can reduce them as much as we can. This "

"Okay." Zhou Hui nodded.

He hurriedly began to instruct the trading team behind him to follow this strategy and execute it quickly.

Subsequently, the main fund products of the entire 'Yuhang Series' and 'Anzhao Series' sold chips aggressively and quickly suppressed the bullish power of the market.

When the trading time of the two markets entered after 11 o'clock.

The market divergence between the two markets is getting bigger and bigger. Moreover, whether it is the popular main lines such as "big finance", "big infrastructure", "military industry", or the non-popular main lines such as "mobile Internet", "smart phone industry chain", "big consumption", "non-ferrous cycle", "petrochemical", "pharmaceuticals", etc., the short-selling forces that actively sell have fully suppressed the long-selling forces.

Moreover, when "Lanshi Heavy Equipment" hit the intraday limit at 11:10.

The short-term sentiment of the market, as well as many short-term concept leading stocks, also began to show signs of a sharp retracement and even collapse.

Finally, when 11:30 arrived, the two markets ushered in the moment of noon closing.

The Shanghai Composite Index was fixed at a 0.87% increase, while the Shenzhen Composite Index and the ChiNext Index were fixed below the 0.6% increase.

Even the strong A50 index has now fallen back below the 1% increase.

Compared with the sharp opening of several core indexes in the morning, the current closing trend is seriously below the expectations of the majority of investors in the market.

And after the market closed at noon...

The aggressive bullish sentiment in the morning and the countless retail investors who aggressively increased their positions were also a little stunned by such a closing situation, and they also began to have differences in emotions.

"Alas, with such a big positive news, the market opened high and went low. It's speechless."

Many retail investors gathered in major stock investment exchange forums on the Internet and even in the stock discussion area of ​​trading platforms expressed disappointment.

"All the good news has been released. This trend is really annoying."

"Damn it, I increased my position a lot in the morning. Alas... I am buried again."

"It's just too much. What's going on? It was clearly a trend to hit 4000 points. How come it suddenly became like this?"

"Yes, it was fine in the morning."

"I don't know what funds are selling. It's really out of pattern."

"Yes, the funds that are selling today are really out of pattern. How about waiting until the Shanghai Composite Index breaks through 4000 points before selling? Now the hope of the Shanghai Composite Index hitting 4000 points has temporarily become a bubble."

"Today's market volume is very large. According to this volume, there may be a reversal in the afternoon."

"It's okay to clear the unsteady profit-taking and unwinding orders in the market. Run, run... Most of the funds that run out at this moment will be in the subsequent Shanghai Composite Index. After the index stands above 4,000 points, it will buy back the chips in large quantities. "

"Today, these selling funds are indifferent, and they will be unable to reach the high level tomorrow."

"Continue to increase positions, continue to increase positions and buy, I am worried that I can't buy low-priced chips. The central bank has cut interest rates and reserve requirements, and the macro fundamentals have completely changed. The logic of the bull market is getting stronger and stronger. The market will rise sooner or later. What are you afraid of? As the saying goes, buy and earn."

"I agree. If you don't buy now, you will definitely have to continue to chase high at that time."

"There is no problem at all to adjust this position. The current Shanghai Composite Index is still above all moving averages, and the bulls are still ten times stronger than the bears."

"In fact, it is just some of the funds lurking in the front that are selling. "

"Alas, no matter whether it is good or bad, there are always some The main funds were able to get the news in advance, and I don't know what's going on. "

"Isn't this normal? There is no impenetrable wall in this world."

"Large institutions naturally have information advantages, and there is nothing strange about this."

"Today, the main line of 'big finance' is about to create a record high volume. The combined transaction volume of securities, banks, insurance, and Internet finance has reached 200 billion in just half a day, accounting for almost one-third of the total market transaction volume, especially the securities sector, which traded 110 billion in the whole morning. Among them, the single 'Huaxin Securities' stock traded 17.8 billion in the morning, which is simply terrifying."

"Yes, the transaction volume of 'Huaxin Securities' today is really outrageous. ”

“Ladies and Gentlemen, has there ever been a phenomenon of 17.8 billion in half-day trading volume in the past market history?”

“I have been a stock investor for 8 years, and I don’t remember it happening.”

“I have been a stock investor for 6 years, and I don’t remember it happening.”

“It seems that today ‘Huaxin Securities’ is going to create a new single-stock single-day market trading volume history. It’s really exaggerated... You can be willful if you have money.”

“Today, whether it is the funds for selling ‘Huaxin Securities’ or buying ‘Huaxin Securities’, they are all very impressive.”

“This check is simply an explosive performance today.”

“It’s a pity that core heavyweight stocks like ‘Huaxin Securities’ have limited volatility and it is difficult to be on the Dragon and Tiger List, otherwise the Dragon and Tiger List would be exciting.”

“It’s hard to say. Today’s ‘Huaxin Securities’ trading volume will definitely have extreme fluctuations.”

“This check has fallen from the highest increase of 8 points at the beginning of the session to less than 4 points now. Isn’t it considered an extreme fluctuation?”

“What is this? Look at the check of 'Dazhihui'. After the limit-up was broken, it directly fell to the current 3% increase. "

"And the check of Yingkou Port, after the limit-up was broken, it has now fallen back to the flat position. "

"Alas, I have to say that there are really many stocks that broke the limit today."

"Throughout the morning, there were 60 stocks that broke the limit. This should also create market history, right? "

"History is meant to be created! I have to say that the market divergence this morning was really huge, but fortunately the overall market sentiment was still stable, and there was no panic selling. Otherwise, according to this volume standard, the market's core indexes might have already fallen into the red."

"Although the volume of the two markets is large today, the index is still unlikely to close in the red, right?"

"It depends on how the market will go in the afternoon."

"I feel that the market in the afternoon will either continue to diverge or warm up slightly. I tend to think it will warm up a little, after all, such a large volume was released in the morning. , the large number of potential buyers who came in for the good news of the central bank's interest rate cut and reserve requirement ratio cut have already taken profits, so... the selling force in the afternoon should not be as rapid as in the morning. If nothing unexpected happens... the volume should also shrink in the afternoon. "

"I agree. So much has been sold in the morning. I don't believe there will be so many selling orders in the afternoon."

"In fact, the Shanghai Composite Index can maintain a positive market, which means that although the market is divided, the main buying can still withstand it. "

"With the direct stimulation of the central bank's interest rate cut and reserve requirement ratio cut, today's market buying cannot fail to withstand it. "

"In fact, the overall net outflow of the main funds in the market today Not big. After many profit-taking orders from the main lines of 'big finance' and 'big infrastructure', they have poured into the main lines of 'big consumption', 'nonferrous metal cycle', 'petrochemical industry', 'pharmaceuticals', 'mobile Internet', and 'smartphone industry chain'. "

"So, will the stocks in the two major fields of 'mobile Internet' and 'smartphone industry chain' have a chance to make up for the rise in the future?"

"There will definitely be. The future prospects of these two core main lines are not bad, and the adjustment has been going on for so long. I feel that after the funds have switched from high to low, it is time to start. "

"The stocks that should make up for the rise the most should be 'big consumption'. 'This line. "

"I also think that if the macro-economy wants to recover, 'big consumption' must also recover. Only when 'big consumption' recovers can the macro-economy recover. "

"In short, the overall market valuation is still very cheap. "

"I agree, continue to do more, continue to buy. "

"The index is at most sideways. In the context of a bull market, the valuations of the major main lines of the market are still underestimated, and the shorts can't make any waves at all. Yes... continue to increase positions and do more. Buying is making money. "

In the heated discussions of the investor group of the entire network, especially the majority of retail investors.

Although there are many investors who are aware of the differences in the market, and in the topic discussion, there are also many investors who put forward different ideas, but from the overall point of view... the majority of investors are still biased towards bullish views. They all believe that the market is at this position. It is impossible to fall sharply, and there is still a possibility of a short-term impact of 4,000 points.

And in this emotional interpretation...

Unconsciously, the one and a half hour break in the afternoon has passed in a flash.

Amid the anticipation of many investors and the continued bullish voices of countless retail investors, at 1 p.m., the two markets once again entered the continuous bidding trading phase. (End of this chapter)