Chapter 351 Fund siphon effect!

"Sure enough, when the money-making effect starts and the market makes a choice, investors as market participants will cobble together a bunch of logical support and benefits." Su Yu looked at the information from well-known financial gurus and retail investors in the market. Real-time analysis reports from groups, private equity managers, and brokerage investment consultants, he smiled and sighed, "When it goes down, everything is bad, and when it rises, everything is good. Human nature is like this... It has never changed. "

Li Meng smiled and said: "Isn't that good? These people's analysis is very clear. I don't know how much effort and funds they have saved us in the follow-up market. It seems that we don't have to worry about the market situation in the afternoon."

"You can't say that." Su Yu replied, "Although emotions and follow-up effects have risen, the entire market is still a little too heavy in the morning. According to the average trading volume of the previous market, there is no way to increase the incremental funds outside the market. If we catch up so quickly, there will probably be a lack of overall acceptance in the afternoon market, and the entire market will most likely be at risk of rising and falling."

"Then we..." Li Meng paused and said, "It seems that we still have to be prepared!"

"Don't worry too much." Su Yu smiled and continued: "The birth of the market's main trend requires time to react. Only with the passage of time, through the continuous fermentation and diffusion of emotions, the market's continuation time and The height is more impressive."

"The main line of 'infrastructure' is not purely concept-driven."

"Naturally, we don't care about the intensity of emotional outbursts in a short period of time. The main thing...is the market's logical acceptance."

"Only when everyone agrees with this logic, will the institutions that fled the market during the previous crazy decline of the market rush in again, and retail investors from all walks of life will follow suit, and all of this will Market reaction will take time to ferment slowly.”

"So, let's not seize the day."

"In the afternoon, as long as the core leading stocks in the 'infrastructure' sector are maintained and don't fall back too much, so as not to hurt the newly surged sentiment in the market, that's it!"

"and……"

Su Yu paused and continued: "According to the intensity of the emotional fermentation at noon, most of the funds will further converge to the 'infrastructure' field in the afternoon, and at the same time, it will have a blood-sucking effect on other sectors of the market. Under this situation ... Generally speaking, the pressure of trading in the afternoon is still much easier than in the morning.”

"Okay!" Li Meng nodded, "It seems that I am just worried."

"Haha..." Su Yu laughed and said, "It can't be said that we are worried. Originally, trading is like walking on the tip of a knife, walking on thin ice. This is the mentality we should have."

"No matter what, you are right." Li Meng gave him a lightly angry look.

As the two analyzed the market, after a short break, the two cities once again ushered in trading time.

After the emotional fermentation at noon, as soon as the market opened, the popular stocks that led the rise in the "infrastructure" core industry sectors such as construction decoration, building materials, steel, and real estate were frantically rushed by market investors.

At 1:02, Huaguo China Railway rose by more than 8%, and the market showed a rapid increase in volume.

At 1:06, Huaguo Construction also increased by more than 8%, and its transaction volume increased by almost 2.5 times compared with the same period last year.

At 1:09, Conch Cement and Wuhan Iron and Steel Group rose by more than 7%, and their transaction volume also surged year-on-year.

At 1:12, China Fortune Land Development was bought by tens of millions of funds, pushing it to the daily limit in a flash, becoming the second tens of billions-level mid- and large-cap stock in the real estate sector to hit the daily limit after Kumho Group.

At 1:15, the entire 'construction and decoration' industry sector rose by more than 6% as a whole, 6 stocks in the sector reached their daily limit, and more than 20 stocks rose by more than 5%. At the same time, the real estate industry sector also rose by more than 4.5%. All stocks in the sector are showing a major counterattack.

At 1:17, the Shanghai Stock Index rose by more than 2.5% and stood at the 2100 point mark without any hindrance.

At 1:20, the trading volume of the two cities surged to the 60 billion mark, which was equivalent to the total trading volume of the previous trading days.

At 1:23, as China Railway was blocked by hundreds of millions of buying funds, the entire "infrastructure" sector, the sentiment and capital follow-up effect reached a climax, and many investors in the direction of the small and medium-sized board and GEM began to The two main concept core sectors of 'mobile Internet' and 'smartphone industry chain', where short-term active funds gather, and their early popular stocks, form a siphon effect of funds.

Under this capital siphon effect...

At 1:25, all sectors in the "infrastructure" field experienced a relatively rapid straight-line upward movement.

At the same time, the Shanghai Stock Exchange Index and the A50 Index, driven by the entire "infrastructure" industry sector, climbed straight up to a 3% increase.

“Damn it, the Shanghai Index is going crazy today!”

"In one day, I dreamed of returning to the bull market, and the A50 index went into such a riot. It's really rare!"

"The last time the A50 index was in such a riot, with an increase of more than 3%, it was in December last year, when the market was under the influence of the "IPO news restart" and the brokerage firms collectively pulled up."

“Without a doubt, this is a signal that the market has bottomed out!”

"Is it possible that the market style will shift directly to blue chips in the future?"

"The infrastructure sector is supported by strong logic, and it will only explode today. Other blue-chip stocks still feel that they have not fallen completely, and... they are not expected!"

"Indeed, we still can't be too optimistic."

"I think we should be optimistic at this time. The Shanghai Stock Exchange Index has stepped back to 1950 points for the second time. It is obviously a double bottom pattern on the general trend. Now... the market has reached 2100 points again. I think the index cannot go back to 1950 points." It has fallen back below 2,000 points. If you buy at this time, the loss will be limited, but the upward profit may be unlimited."

"But today the ChiNext and Shenzhen Stock Exchange Index are still weak, with gains far behind the Shanghai Stock Exchange Index."

"The market still looks like a stock game."

"The money-making effect of the market has not been fully realized. How can the over-the-counter funds enter the market so quickly? Without the entry of off-site funds, it is naturally a game of stock."

"However, the main line of 'infrastructure' has emerged, opening up market space, and subsequent incremental funds should come."

"Let me go, what's going on? Individual stocks in the 'infrastructure' field are surging. Many concept stocks on the small and medium-sized board and the GEM have all begun to dive."

“All the active funds in the market have been absorbed by the ‘infrastructure’ sector.”

"This siphon effect is too strong!"

"After all, the amount of active funds in the market is limited, and today's riots are almost all mid- and large-cap stocks in the 'infrastructure' field. If you follow the trend, the siphon effect will naturally be strong."

"What the hell, this is a concept stock that forces everyone to sell small and medium-sized board and GEM stocks."

"It feels like the market style is really changing."

"Is it divided between 28 and 20?"

"Hey, in the entire market, except for the 'infrastructure' field, other sectors have no money-making effect. I hold a lot of concept stocks in my hands, and I always feel that just rising the index will not make money."

"Exchange positions as early as possible. I feel that the market style is really changing."

"In this case... the small and medium-sized board and the GEM are diving, and the main board may not be able to hold on."

"Today's market volume can increase so quickly, I feel bad at the end of the session!"

In the midst of intense market discussions...

At this moment, in the internal fund trading room of Yuhang Investment Company, Su Yu saw that the Shanghai Stock Exchange Index and the A50 Index were rapidly rising in volume, while the Shenzhen Stock Exchange Index and the ChiNext Index were stagnant, and even began to turn downward. Knowing the power of the market, It has reached the critical point, and he couldn't help but remind everyone, saying: "Today's buying and emotional high points are almost here. You can release some chips, and then wait for the emotions to fall back, and then backhand." Buy it, take it over, and be a counter-t to reduce holding costs while saving money and completing our pallet tasks."

"Okay, received, Mr. Su!"

At Su Yu's reminder, the traders in the trading room responded one after another.

Subsequently, on the popular stocks in the 'infrastructure' field that were held by Yuhang Investment Fund and two main funds, selling began to increase sharply. The major popular stocks plunged in the Shenzhen Stock Exchange Index, the ChiNext Index, and the Small and Medium Enterprises Index. , were also driven down one after another and fell passively.

As a result, the entire market, at this moment, perfectly showed the upward and downward trend predicted by Su Yu.

"Hey, if you attack too hard, the market volume will be reduced, and the late trading will be dangerous!"

Seeing that the entire 'infrastructure' sector and its individual stocks, after rising rapidly, quickly plunged one after another, in the Shenzhen market at this moment, inside the Xiniu Fund Company, in the trading room, the fund manager Fang Xinsheng couldn't help but sigh: "Too much is not enough." Ah, the Shanghai Composite Index is at 2100 points, I’m afraid I’m going to lose something again.”

"How come funds are converging in the 'infrastructure' sector so quickly that the market collapses instead?" Mou Zhengxing, the trading team leader beside Fang Xinsheng, looked at the market trend and was a little puzzled. Why is the market performance today not like this at all!"

Fang Xinsheng glanced at Mou Zhengxing, smiled, and explained: "The performance of 'one rush, then another decline, three exhaustions' is an ordinary concept of market speculation. For stocks like 'Infrastructure' that contain a large number of blue chips, it is necessary to The huge amount of funds can drive the main line market. When there are not many active funds in the market, once emotions break out too quickly, the siphon effect on active funds in the entire market will be too great, which will cause other sectors of the entire market to suffer. severe blood loss.”

"The severe blood loss in other sectors will lead to the exhaustion of the entire market sentiment, thus triggering a sharp increase in selling pressure in the main sector."

"Such a situation has caused the market to rise and fall."

"In short, the market selling pressure is too heavy. Without the help of a large amount of incremental funds from the sidelines, it is difficult for the market to make room for a while, right?" Mou Zhengxing heard Fang Xinsheng's words and understood a little, " Then can the main line of 'infrastructure' be achieved?"

Fang Xinsheng pondered for a moment and said: "Let's look at the trend at the end of the day! If we can maintain a relative strength and don't leave too many intraday lock-up orders, then the market outlook is still promising. If it falls too much, today's highest funds will be trapped. If it cannot achieve a real money-making effect, then the subsequent trend will be difficult.”

Following the brief conversation between the two...

The trading time of the two cities has moved to 1:45.

I saw that with the rapid dive of the small and medium-sized boards and the GEM, and the collective blood loss of small-cap concept stocks in the two cities, the major industry sectors in the entire "infrastructure" field and many blue-chip stocks that rebounded strongly were brought to 2115 points. The Shanghai Stock Exchange Index, which rose more than 3%, also followed the trend and dived, retreating to the 2100-point line in a flash.

At the same time, China Railway Group, which had been blocked by over 100 million yuan of capital, was also diving into the water.

As a result, popular stocks in the entire "infrastructure" sector, which have swallowed up a large amount of active funds in the market, have accelerated their dives. On the market, both the number of buying orders and the main buying orders are rapidly declining.

Then, when the time reached 1:55.

The Shanghai Composite Index further retreated below 2100 points, losing the important key point, while the gains of the Shenzhen Stock Exchange Index and the ChiNext Index have fallen back to within 0.5%.

“It’s almost done”

Seeing that the major market indexes have plunged more than 1.2%, Li Meng asked.

Su Yu stared at the markets of the two markets, pondered for a moment, and said, "Don't worry, just wait a little longer until the panic selling of many popular concept stocks in the small and medium-sized board and GEM boards slows down, and that's about it."

"Retail investors chase the rise and kill the fall. Doesn't it mean that the lower the index, the heavier the panic?" Li Meng asked.

Su Yu replied with a smile: "This wave of flesh-cutting selling on the Small and Medium-sized Board and the GEM was caused by retail investors chasing the ups and downs. Nowadays, the core stocks in the 'infrastructure' field are also diving. In this way, holding small and medium-sized stocks The retail investors of many concept stocks on the GEM and the GEM naturally began to hesitate and did not dare to cut their flesh and chase the highs. Therefore...according to the actual chip structure of the current small and medium-sized boards and the GEM, there is no such thing as the lower the price, the higher the panic. Serious situation.”

"Understood!" Li Meng nodded slightly, "When the market seesaw effect is not so severe, then the market chip structure under the stock game will naturally stabilize again."

Su Yu smiled and said: "Smart, so although this diving range looks scary, it does not affect the overall trend of the market. After all, the market has experienced the emotional freezing point not long ago. These investors who are staying in the market at this moment are expected to It’s not high to begin with, unless they adjust their positions in a chasing-up-and-killing-down style, otherwise... they won’t leave the market easily.”

As the two people discussed, time passed by 2 o'clock.

And when the time passed 2 o'clock, the market trend, which was diving at a rapid speed and looked scary, suddenly slowed down again.

Until the time reached 2:23, the Shanghai Stock Exchange Index, Shenzhen Stock Exchange Index, and ChiNext Index all bottomed out and rebounded.

"This is the time!" At this moment, Su Yu's eyes staring closely at the market of the two markets suddenly flashed with sharp light, and he turned around and hurriedly called the traders, "Give me all the chips you threw from the market before. Then fight back, and at the same time... Li Meng, allocate 100 million funds to seal the daily limit of China Railway. The current market needs this popular leader to set an example. Let us regain the money-making effect of the market and let the 'infrastructure' This main line has truly become the capital gathering territory of market powerhouse Hengqiang, leading the index to achieve a comprehensive breakthrough!"