Rebirth of the Investment Era

Chapter 859: Intraday Trading Induces More Buying!

At 10:33, in the food and beverage industry sector, a number of leading liquor stocks such as Qianzhou Moutai, Wuliangye, Luzhou Laojiao, etc. showed a significant rebound trend. Among them, the share price of Qianzhou Moutai rose to more than 1.5%, and a large number of main funds followed suit.

At 10:34, a number of white appliance stocks such as Midea Electric, Gree Electric, Haier Electric, etc. continued to rise, and the share price increase reached more than 1%.

At 10:35, the increase of the check of "Netspeed Technology" reached about 2%.

At 10:36, the intraday decline of the ChiNext Index narrowed to less than 0.7%. At the same time, in the main line of "mobile phone intelligent industry chain", the "Apple concept" sector emerged, and a number of concept stocks such as "Anjie Technology, Changying Precision, Xinwei Communication, etc." rose straight.

At 10:37, "Huaguo Software" turned red from the deep water.

At 10:38, the concept sectors such as "domestic software" and "network security" turned positive and rose, and squeezed into the top of the concept sector growth list of the two cities.

At 10:39, the intraday increase of "LeTV" reached 1%, and the "film and television media" industry sector rebounded.

At 10:40, the stock of "Hua Ke Suguang" opened the limit down board, and the intraday decline narrowed rapidly to 7%. At the same time, a number of small and medium-sized technology concept stocks and growth concept stocks rebounded and rushed higher, and the market and sentiment of the two cities continued to warm up.

At 10:41, the stocks of "Inspur Information" and "Inspur Software" rose straight by more than 2%.

At 10:42, the three main lines of "big consumption", "mobile Internet", and "smart phone industry chain", the relevant core industry sectors and concept sectors all showed a trend of net inflow of main funds, while the main funds continued to show a large net outflow trend in the entire "big finance", "big infrastructure", "military industry", "film and television media" and other previous popular main lines.

At 10:43, the intraday stock price decline of "Hua Ke Suguang" further narrowed to about 5%.

At 10:44, the intraday stock price increase of "Changying Precision", the core concept stock of the "Apple concept" sector, instantly rose straight, up more than 5%, and led other Apple concept stocks, as well as other small and medium-sized technology growth concept stocks, to rebound in a concentrated manner.

At 10:45, affected by the rebound of a number of low-level main lines such as "big consumption", "mobile Internet", "smartphone industry chain", etc., a number of weak and popular main lines such as "big finance", "big infrastructure", "military industry", "film and television media", "new stocks", etc. also began to rebound gradually.

At 10:46, the stock "Lanshi Heavy Equipment" began to move, and its stock price rose straight from the limit down. Within one minute, the decline narrowed rapidly to about 7%.

At 10:47, driven by the rebound of the stock "Lanshi Heavy Equipment", a number of military main line concept stocks such as "China Airlines Heavy Machinery", "Hongdu Aviation", "Aerospace Development", etc. also followed suit and rose.

At 10:48, the intraday decline of the securities sector index narrowed to 2%.

At 10:49, the core sector indexes of the "big finance" main line such as banks, securities, and Internet finance also began to rebound gradually.

At 10:50, the Shanghai Composite Index narrowed its intraday decline to around 0.8%.

At 10:51, a number of industry sectors and concept sectors in the main line of "big infrastructure" such as steel, real estate, public transportation, machinery and equipment, non-public transportation, etc., also began to rebound.

Then, just as the vast investor groups inside and outside the market, as well as various large capital groups.

They all thought that the market had completed the main line conversion of "high-low switching" and fully released the risk of falling, and believed that the intraday market would turn significantly.

When the market trading time entered 11 o'clock.

The weighted industry sectors in the popular main line fields such as securities sector, building decoration, building materials, national defense and military industry, etc., once again took a sharp turn.

At 11:01, the weighted stock of the securities sector, ‘Huaxin Securities’, saw its intraday decline expand to more than 2.5% again, and its intraday trading volume broke through the 6 billion mark. Compared with yesterday, there was no obvious sign of shrinkage, and the net outflow of the main funds on the board had reached the 500 million mark in less than half a day of trading.

At 11:02, due to the continued weakness of ‘Huaxin Securities’, the securities sector index also plunged and fell. At the same time, ‘Western Securities’, ‘Huatou Capital’, ‘Hatou Capital’, ‘Huaxin Securities’, ‘Xiangcai Securities’ and other popular securities stocks that led the securities sector to continue to rise in the early stage also plunged and fell again, encountering a relatively strong and continuous selling.

At 11:03, the ‘Huaguo Construction’, which ranked below the ‘Huaxin Securities’ in terms of trading volume, also began to plunge and fall rapidly, and the intraday trading volume was rapidly enlarged.

At 11:04, the ‘Huagong International’ fell again, and the intraday decline widened to 5%.

At 11:05, the ‘Huaguo Zhongye’ check was once again sold by the main funds, and the decline widened to about 6%.

At 11:06, the stocks of ‘Huaguo CNR’ and ‘Huaguo CNR’ fell sharply.

At 11:07, under the influence of the continuous net outflow of the main capital groups within the two core themes of "big finance" and "big infrastructure" and the concentrated selling of many funds, the Shanghai Composite Index once again fell below the 1% daily decline mark. At the same time, the declines of the Shenzhen Composite Index and the ChiNext Index also began to expand.

At 11:08, the intraday decline of "Huaguo Zhongye" expanded to 7%, with a strong trend of limit down.

At 11:09, "Lanshi Heavy Equipment", which had struggled to rebound, fell again and closed the limit down. At the same time, the "defense and military industry" industry sector also followed suit and dived rapidly.

At 11:10, the intraday decline of "Huahang Heavy Machinery" once again reached 5.67%, and set a new intraday low.

At 11:11, the check of "Hongdu Aviation" suddenly fell sharply, and the stock price went straight to the limit down.

At 11:12, the stock price of "Hongdu Aviation" hit the limit down.

At 11:13, the stock price of ‘Hongdu Aviation’ hit the lower limit. At the same time, a number of popular concept stocks in the military and nuclear power concept sectors, such as ‘Aerospace Development, China Airlines Heavy Machinery, Fushun Special Steel, Dalian Heavy Industry, etc., also fell rapidly, encountering extremely strong selling pressure.

At 11:14, the intraday decline of ‘Huaxin Securities’ reached 3%.

At 11:15, a number of heavyweight securities stocks, such as ‘Huashang Securities, Huatai Securities, Huatong Securities, etc., followed suit and fell, with intraday declines reaching more than 3%. Among them, the weakest ‘Founder Securities’ intraday stock price fell by 5%.

At 11:16, the two stocks of ‘Huaguo Bank and Huashang Bank’ also showed an obvious rapid decline.

At 11:17, the intraday decline of the A50 Index expanded to more than 2%.

At 11:18, the two stocks, ‘Beijiang Jiaojian and Shanghai Construction’, suddenly hit the limit down position.

At 11:19, the concept of ‘Shanghai Free Trade Zone’ fell rapidly, and the two stocks, ‘Shanghai Sanmao’ and ‘Shanghai Steel Union’, fell by more than 7% during the day.

At 11:20, the main lines of the concept themes such as ‘Revitalization of Northeast China’, ‘Eurasian Economic Belt’, and ‘Yangtze River Delta Economic Zone’, all fell again and hit the intraday low.

At 11:21, the ‘Internet Finance’ sector also suffered another heavy blow.

At 11:22, ‘Dazhihui’ hit the limit down.

At 11:23, ‘Dazhihui’ hit the limit down. At the same time, the two stocks, ‘Tonghuashun’ and ‘Dongfang Fortune’, fell by more than 5% during the day.

At 11:24, the intraday declines of the two major sector indices, the ‘Securities’ sector and the ‘Internet Finance’ sector, both expanded to more than 3.5% again.

At 11:25, the Shanghai Composite Index fell by 1.23%, and it was likely to hit a new intraday low.

At 11:26, the entire previous popular main lines such as ‘Big Finance’, ‘Big Infrastructure’, ‘Military Industry’, ‘New Stocks’, ‘Film and Television Media’, etc., were all subject to concentrated selling by major main capital groups, and the total net outflow of main capital in several major main line areas reached 8 billion.

At 11:27, the intraday decline of ‘Huaxin Securities’ expanded to 4%, and the intraday transaction volume reached 7 billion.

At 11:28, the intraday declines of the Shenzhen Index and the ChiNext Index expanded to more than 1%, among which the intraday decline of the A50 Index expanded to more than 2.5%.

At 11:29, the hot stock in the two markets, ‘Tonghuashun’ hit the limit down position.

At 11:30, when the two markets ushered in the midday closing.

The Shanghai Composite Index was set at a drop of 1.35%, while the Shenzhen Composite Index and the ChiNext Index fell by 1.16% and 1.07% respectively.

As for the A50 Index, the current drop has reached 2.73%.

On the contrary, the SME Index, which had obviously not outperformed the large-cap index before, has become a temporary safe haven for many short-term capital groups and various active speculative funds today, with a slight drop of 0.67% at noon.

In addition to the performance of the two market indices...

In terms of the performance of other industry sectors, concept sectors, hot main lines, non-hot main lines, related weighted stocks, and related concept stocks.

Only the core hot main line areas of "big finance", "big infrastructure", "military industry", "film and television media", and "new stocks" in the early stage, as well as their related industry sectors and concept sectors, are still in the core areas with the weakest market performance in the two markets.

Among them, the securities sector index fell 3.78% at the close of the midday.

The national defense and military industry sector index fell 3.49% at the close of the midday.

The construction decoration and building materials industry sector index fell 3.26% and 3.17% respectively at the close of the midday.

These major industry sectors are all the obvious leading industry sectors in the two markets, especially the securities sector, which has completely become the market's leading sector in the last three trading days from the previous leading sector.

Of course, the most tragic ones are the "Internet finance" and "new stocks" sectors.

At this moment, the "Internet Finance" sector index has fallen by 4.29%. Among them, Dazhihui hit the limit, Shanghai Steel Union hit the limit, Huake Jincai hit the limit, and Tonghuashun hit the limit... In the entire sector, the total number of stocks that hit the limit reached 7.

As for the leading sector...

It is obvious that the three major concept themes of "big consumption", "mobile Internet" and "smartphone industry chain" are the main ones.

Among them, in the field of "big consumption", the automobile industry sector, based on the midday closing results, still leads the gains of all industry sectors in the two cities, attracting the attention of the vast majority of investor groups in the market at this moment.

Of course, the performance of the two major concept sectors of ‘domestic software’ and ‘Apple concept’ is also very good.

These two major concept sectors ranked among the top five most popular concept sectors in the two cities at the close of trading at noon. It can be said that they are advancing and retreating at the same time.

However, although the three major concept themes of 'big consumption', 'mobile Internet' and 'smartphone industry chain' performed relatively strongly in the morning, judging from the attention and trading volume of the main funds, these three major concepts In the main theme area, the total transaction volume of main funds is still in a state of net outflow.

This illustrates the main trend of the market’s ‘high-low switching’.

It seems that it has not been generally recognized by the major financial groups in the market, and it has not formed a relatively drastic and concentrated money-making effect.

"Well, it seems that the market is still not stable at this position!" Seeing the closing situation of the two cities at noon, at this moment, within the main fund trading room of Yanjing Yihe Capital Company, as the fund trading team leader and fund manager Gao Xiang, the assistant manager, sighed helplessly, turned to Chen Yihe, the fund manager and general manager of the company, and said, "Mr. Chen, look at this situation, I'm afraid the market trend in the afternoon will have to fall further!"

Chen Yihe stared at the midday closing results of the two cities, pondered for a while, and sighed helplessly, saying: "Looking at it like this, the market development idea of ​​'switching high and low' has still not been achieved by all parties in the market. The recognition of the main funds has not formed general expectations in this regard!”

Gao Xiang nodded and said: "Generally speaking, the future expectations of the main concepts of 'big consumption', 'mobile Internet', and 'smartphone industry chain' are still behind the 'big finance' and 'big infrastructure'" There are many core main lines such as 'Military Industry' and 'Military Industry', and there is no way to stimulate everyone's expectations for fundamental changes in these core main line areas through emotional guidance. "

"So... we have to continue to implement conservative trading strategies." Chen Yihe said.

Gao Xiang nodded and said: "That's true. Since the market cannot form the logical line of 'high-low switching', then we naturally have to continue to reduce positions according to the original trading strategy."

"Alas, the market is still greatly affected by the continued large-scale reduction of positions by the main funds of the 'Yu Hang Group'." Chen Yihe said, "Everyone is worried that the 'Yu Hang Group' will continue to sell off chips on a large scale in the future, so They are all selling their chips on a large scale, trying to avoid the risk of being hit by the main funds of the 'Yu Hang Group'."

Gao Xiang said: "In fact, the main reason is the expectation, and the chip structure of the three core main lines of 'big finance', 'big infrastructure' and 'military industry' has completely loosened. I originally thought that in December, the Shanghai Stock Exchange Index would go further and would There is a possibility of hitting 4,000 points. Now... we have to lower our expectations.”

"Well!" Chen Yihe nodded and said, "We can only lower our expectations first, change our trading strategy, and control the drawdown of our fund's net worth first. Compared with more profits and higher net worth performance, we can survive... The most important thing is always. Fortunately, we have been able to grasp the main uptrend in the market in the past two months. The net value performance of our company's main fund products can be considered to have achieved the goals set at the beginning of the year. To describe our The investor group also has an explanation, but...the ranking in the industry is not so ideal!" (End of Chapter)

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