Chapter 850 Reversal of Market Investment Sentiment!

"It's over. Oh, I never expected that Mr. Su would reduce his holdings today."

When the investment sentiment of the entire network changed drastically and almost everyone was extremely disappointed with today's market trend, the retail investors gathered in the stock discussion area and stock investment forum of the trading platform also became anxious. Especially the retail investors who increased their holdings today, they were even more pessimistic about tomorrow's market trend and sighed.

"Mr. Su has started to reduce his positions, which means that in the short term, the Shanghai Composite Index will hardly move upward."

"Didn't Mr. Su firmly believe in the bull market before and said that this is a bull market? Why did he sell so many chips today?"

"It should be a private equity fund product. There is a hard requirement for net value settlement at the end of the year, right? But reducing positions does not mean clearing positions. The 'Yuhang Series' fund products managed by Mr. Su, as well as the 'Anzhao Series' fund products that are strongly related to the 'Yuhang Series' fund products, currently have a total asset management scale of at least 200 billion yuan. Even if Mr. Su has reduced his positions today, the main positions should still be there."

"In short, no matter how you analyze it, the drastic adjustment of the market in the short term is inevitable."

"Alas, I was cut right after entering the market. It's too miserable."

"Let's look at 3,500 points first. Below the Shanghai Composite Index, there is also Only at 3500 points, there is strong support. "

"A lot of funds should have been sold today, right? The turnover of the two markets is more than 1.1 trillion yuan. Alas... I never expected that it would be General Manager Su who would smash the market today."

"If General Manager Su's 'Yuhang system' doesn't smash it, other major institutional funds will also smash it."

"In the final analysis, it's still the market trend. It should have been adjusted. Damn... The central bank's interest rate cut and reserve requirement ratio cut are used to sell large funds!"

"It's mainly the central bank's interest rate cut and reserve requirement ratio cut. It has been fully anticipated before, right?"

"All the good news is bad news. Old stock investors are not deceiving me."

"Will I sell tomorrow? General Manager Su's 'Yuhang system' has sold a large number of positions in the direction of the big financial main line and the big infrastructure main line. Logically... these two main lines are probably short-term. It will be hard to have a market again, right?"

"That's for sure. No matter how much chips and funds are reduced, Mr. Su's reduction in positions has completely changed the market's medium- and short-term expectations for the two main lines of "big finance" and "big infrastructure". Think about it... Mr. Su's "Yuhang System" and "Anzhao System" holdings are basically public. Now that Mr. Su has started to reduce his positions, at least 200 billion chips are left. In the face of such a large amount of funds to be sold, even the main funds that were more optimistic about "big finance" and "big infrastructure" before, at this moment, dare not enter the market on a large scale to take over. "

"More than 200 billion chips, generally not many institutions can take it, right?"

"Since they can't take it, they are afraid that Mr. Su will continue to smash the market, so of course... everyone will subconsciously avoid it. "Big Finance" and "Big Infrastructure" are the two core themes to do the market. "

"It can be predicted that tomorrow's "Big Finance", "Big Infrastructure" and "Military Industry" will inevitably experience panic selling and stampede. "

"Preliminary estimates show that the Shanghai Composite Index will start to fall by 2 points tomorrow!"

"Then it seems that it is really necessary to cut losses decisively."

"Su's extreme selling operation is telling everyone that the Shanghai Composite Index will definitely not go up at this position for the time being, and it is clearly asking everyone to reduce their positions to stop profits, or to find ways to avoid the market's next drastic adjustment. Such an obvious reminder, if you still don't know what to do, then it shouldn't be."

"I can only say that when Su's position is greatly reduced and the market risks are publicly reminded, the investors who can continue to rush in to do more are definitely warriors."

"It's not surprising that they are still singing and doing more at this time. After all, there are too many novice investors who have poured in in the past six months. ”

“Fortunately, I sold half of my stock today because the market trend was not right. Otherwise, I would have cried when I saw the closing scene of the two markets and the data of the Dragon and Tiger List today.”

“If Mr. Su said to sell, then I must sell. When the market opens tomorrow, I will clear my stock without thinking.”

“There is no need to clear all the stocks. In fact, the basic logic of the bull market is still there. At this time, it is enough to avoid the market adjustment risks in a timely manner and reduce the positions appropriately.”

“Just avoid the two main lines of ‘big finance’ and ‘big infrastructure’. Today, the trends of the core main lines such as ‘big consumption’, ‘mobile Internet’, and ‘smartphone industry chain’ are not bad. They have not fallen much, and the intraday main funds trading of these main lines still show a net inflow trend.”

“Yes, alas... never mind, as long as the underlying logic of the bull market is not related, I will not run away.”

“Even if Mr. Su reduces his position, as long as the bull market is still there, he will come back, right? ”

“I am optimistic about the subsequent market trends of the main lines of ‘big consumption’, ‘mobile Internet’, and ‘smartphone industry chain’.”

“When a whale falls, everything comes to life. I think the adjustment of ‘big finance’ and ‘big infrastructure’ is not a bad thing.”

“Let’s see how the market will go next?”

“It will probably form a main line development situation of ‘high-low switching’, right?”

“There is no doubt that funds will temporarily avoid the main lines of ‘big finance’ and ‘big infrastructure’.”

“It mainly depends on whether Mr. Su will continue to smash the market tomorrow.”

"It shouldn't happen, right? Alas... Are the net value of the fund products of the 'Yuhang system' and 'Anzhao system' going to be announced? It seems that the main fund products under Mr. Su haven't updated the net value trend and position level for a long time."

"It should be announced, right? It's December now."

"I had already prepared funds and planned to follow up the position, but fortunately, fortunately... I held back today."

"Let's wait and see. If the Shanghai Composite Index does not break 3,500 points, then you can continue to buy."

With the continued fermentation of the data information of the Dragon and Tiger List of the two cities, as well as various in-depth analyses and discussions on the news of the large-scale reduction of positions of the 'Yuhang system'.

As time goes by...

Although the investor groups of the entire network are relatively pessimistic about tomorrow, or the recent short-term market trend.

But in the mid- and long-term market trend, they are still optimistic.

Whether it is the institutional group, the large hot money group, or the retail group, they all unanimously believe that the bull market pattern of the market is still there, and the underlying logic of the bull market is still there. They believe that even if the market adjusts next, it should be a benign adjustment, and most investors believe that the Shanghai Composite Index will not fall below 3,500 points during the adjustment.

And as it happens, the peripheral market trend in the evening is still upward and high.

This provides some psychological comfort to the domestic investment sentiment that has been hit and somewhat depressed, and also gives the capital group that has chased in large quantities during the day a glimmer of hope that they can safely reduce their positions and exit tomorrow.

However, this comfort from the peripheral market did not bring about a substantial change in the market's mood.

The next day, December 9, Tuesday.

The entire market opened sharply higher and lower yesterday, and under the influence of the large-scale reduction of positions by the two main forces of the "Yuhang system" and the "Anzhao system", it opened sharply lower.

Among them, the Shanghai Composite Index opened lower by 1.37%, and directly broke through the 3,750 point position at the opening.

As for the Shenzhen Index and the ChiNext Index, their opening declines were smaller than those of the Shanghai Index, and they all opened at a 1% decline.

As for the A50 Index, which is strongly related to the main trends of "big finance" and "big infrastructure".

It opened sharply lower at 1.67%, which is quite tragic.

In addition to the opening performance of several major indexes in the two cities...

In terms of the performance of the core main lines of the two cities, major industry sectors, concept sectors, and their popular stocks.

The relevant industry sectors and concept sectors of the major main-line fields of "big finance", "big infrastructure" and "military industry" heavily invested by "Yuhang Group" and "Anzhao Group" are all in a state of significantly lower opening. Among them, the securities sector opened lower by 3%, and the two major weight sectors of banking and insurance opened lower by about 1.5%. The main-line core industry sectors of "big infrastructure" such as building decoration, building materials, commercial real estate development, public transportation, etc., opened lower by 3.43%, which led the decline of the industry sectors in the two cities, and was completely in a state of panic selling.

In terms of concept sectors, the "Internet Finance" sector was the best.

With a decline of 3.22%, it led the decline of the concept-themed sectors in the two cities, and the corresponding "military industry" theme-themed concept sectors also opened lower by about 3%.

As for the hot stocks…

Yesterday, Huaxin Securities, which created a turnover of more than 30 billion, opened 2.33% lower.

Several stocks that were sold off by the “Yuhang system” funds, including Western Securities, Huaguo Zhongye, Huagong International, Huaguo Railway Construction…, basically opened at a drop of more than 3.5%.

There are also the three swordsmen, Tonghuashun, Dazhihui, and Dongfang Fortune, which also opened at a drop of more than 3.5%.

As for “Huake Shuguang” and “Lanshi Heavy Equipment”, the two big monster stocks that have been hyped by various major speculators for more than a month, they opened at a drop of 8% and 8.22% today, and almost opened at the limit down.

And in the core main line related industry sectors, concept sectors, and hot weight stocks of “big finance”, “big infrastructure”, “military industry”, “film and television media”, and “new stocks” that supported the continuous rise of the market in the early stage, they were adjusted across the board and all sold by major funds.

Under the situation that several major market indexes opened sharply lower.

As the main areas of relative stagflation, such as "big consumption", "non-ferrous cycle", "coal", "petrochemical", "mobile Internet", "smart phone industry chain", which lagged behind the market growth in the early stage, have rarely attracted funds for more than a month, and the related industry sectors, concept sectors, and core stocks.

At this moment, it has become stronger instead of the norm.

Among them, the industry sectors and concept sectors related to the three main lines of "big consumption", "mobile Internet", and "smart phone industry chain", especially food and beverage, retail, white appliances, Internet software, Internet applications, Apple concepts, semiconductor concepts... These industry sectors and concept sectors are still slightly red and high.

Faced with the obvious "high-low switching" trend of the market.

Faced with the sharp opening and adjustment of the previous core main lines of "big finance", "big infrastructure", "military industry", "new stocks", and "film and television media".

Most of the investors in the market sighed.

Only those institutions, or large-holding investors, who began to notice that the market might 'switch high and low' before the news of the central bank's interest rate cuts and reserve requirement ratio cuts came to light, and made corresponding strategic adjustments, can still maintain relative smiles and obvious emotions at this moment. Optimism.

"Damn it, this opening pattern is really tragic."

Seeing the opening situation of the two cities, at 9:26, when the two cities entered the short suspension period before the official opening, in the Magic City, inside Zexi Investment Company, in the main fund trading room, a look of confusion appeared on Zhou Kan's face. With a look of surprise, he had to sigh: "'Yu Hang Group', the main force in the market, has a great influence on the market trend. The sales data of more than 2 billion on the Dragon and Tiger List was good last night. Under such circumstances, the market directly fell by 1.5 points, causing the main areas of 'big finance', 'big infrastructure', and 'military industry' that had previously been heavily invested in to show a comprehensive plummeting pattern of panic selling. It was really ...ridiculous!”

"The opening conditions of the two markets are not surprising." Hearing Zhou Kan's sigh, Xu Xiang, who was sitting next to him, smiled and said, "Look at the 'Yu Hang Concept Stocks' sector in the market. , the lower opening range is even more terrifying, and it opened lower across the board to more than 4 points.”

Zhou Kan took a look and saw that it was indeed the situation that Xu Xiang said. He couldn't help but sigh again: "The investor group holding these stocks must be going crazy, right? It's really the 'Yu Hang Group' that succeeds and fails." Yu Hang Department'.

"It's not necessary to go crazy." Xu Xiang said, "For now, with the support of the market's bull market underlying logic, the effect of panic selling is not serious. Of course... 'Big Finance', 'Big Infrastructure' ',' and 'military industry' are the main areas with such heavy profit margins. Now that the main funds are retreating and the tide is receding, short-term trampling should still be inevitable. "

"Yeah!" Zhou Kan nodded, and turned his attention to the main areas such as 'big consumption', 'mobile Internet', and 'smartphone industry chain' that performed well at the opening, and said, "Look at the opening of the market, I feel that there is a lot of money for 'high-low switching', boss... Do you think that the three major industries of 'big consumption', 'mobile Internet' and 'smartphone industry chain' also have certain logical expectations and are well adjusted, and the chip structure is also It’s a very good core main line. Can you complete the market’s main line trend switching at this position and support the market trend?”

Although the market opened sharply lower, and there was a slight hint of panic selling on the market.

But from his inner judgment.

Zhou Kan still feels that since the underlying bull market logic of the market is still there, then the various funds in the market will not leave the market easily, and most of them will rotate the market. Maybe according to the idea of ​​'high-low switching', it can really Relying on the core main lines of 'big consumption', 'mobile Internet' and 'smartphone industry chain', the market is supported at this position, causing it to form a relatively strong sideways adjustment trend.

Xu Xiang thought for a while and responded: "What is the market value of the two core lines of 'Big Finance' and 'Big Infrastructure'? And the three core lines of 'Big Consumption', 'Mobile Internet' and 'Smartphone Industry Chain' What is the main line and the market value? It is unrealistic to rely on these three main lines to stabilize the market.

But...

At this stage, a lot of funds follow the idea of ​​'switching high and low'.

There is nothing logically wrong with making up for the growth and replacing the market in the three main lines of 'big consumption', 'mobile internet' and 'smartphone industry chain'.

It just might not end well.

For these major main lines that are relatively stagflation and relatively promising, if the market is to take off, we must wait for the two core main lines of 'big infrastructure' and 'big finance' to be adjusted in the short term. Otherwise, we will start from 'big infrastructure' and 'big finance'. Panic selling and falling momentum from the two core main areas of big finance will quickly suppress the market's continued bullish sentiment, which will also lead to "big consumption", "mobile Internet" and "smartphone industry chain". Selling volume in the main line area can increase.

At this stage, the buying funds that dare to take the initiative will not be very active.

Since the number of selling orders has increased, and the buying funds actively accepted are not very active, how can we get out of the continuous profit-making effect and forcibly stabilize the trend of the market at this position?

Again, when the mud and sand fall, the first thing you think about...should be to escape temporarily. Wait until the mudslide is completely over, and then go in and pick up the bargains, instead of just thinking about running in and picking up those temporary things that you can't see when the mudslide just happens. It was safe to go up there, and there were no chips washed away by the mudslide.

The ancients all knew that a gentleman would not stand behind a dangerous wall.

As investors and traders, the first thing we should follow is the trading rules.

Don't be afraid of not being able to buy high-quality chips. The market trend, even if it is a bull market, has its own market development and market development rules that must be followed.

Being too eager or too hesitant will not work.

Let’s not think about entering the market to increase positions and buy stocks to raise funds. Let’s see how the market will go today, right? "

After saying that, Xu Xiang turned his attention back to the market of the two cities.

At this time, as the two people briefly spoke, the time had reached 9:30, and the two cities ushered in the official continuous bidding trading time.

And at the moment when the two markets jumped again.

Due to the short 5-minute emotional brewing before the official opening, the active selling volume on the market began to surge rapidly. Before too many people reacted, the industry sectors, concept sectors, and popular weighted stocks in the core main line fields of "big finance", "big infrastructure", "military industry", "new stocks", and "film and television media" quickly fell sharply, showing a trend of large-scale plunges. (End of this chapter)