Chapter 403: Cathartic bullish emotions!

"Master, this market trend does not look like it is potentially negative at all!"

Seeing the active trading and extremely strong market trends after entering the real call auction session, Liu Yuan was a little surprised and said: "On the market of various popular stocks, although the selling orders have increased compared with yesterday, the buying orders are obviously stronger." Strong, it feels like the bullish power in the market is getting stronger.”

"The bullish sentiment that has been continuously accumulated in the market has reached the point of venting." Su Yu stared at the call auction trend of the two cities and responded, "But the bad news is still brewing and has not been fully highlighted in the market. This is The consistent bullish sentiment has not been disturbed. Although the potential selling force on the market is strong, the willingness to sell at this moment is not strong, so the market trend at this moment will show this form."

"However, as the potential bad news gradually becomes more prominent, and as the desire to sell too many profit-making chips accumulates in the market, the market trend should become weaker and weaker, right?" Li Meng continued, "It is estimated that in early trading today, This is the peak stage of market sentiment and market trends.”

Su Yu nodded slightly and said, "That's about right. It seems to be a strong but weak trend!"

"Then we...should increase the sales volume at this time, right?" Wang Can responded, "We are still short of the expected reduction target, and there are still billions of chips that have not been sold."

Su Yu thought for a while and said: "Don't pressure the market during the call auction. Try to make the opening mood a little higher, so as to provide higher liquidity to the market. The order in which we reduce our positions is still as mentioned before, that is, we should reduce our positions first." For stocks with poor liquidity on the market, wait until the stocks with poor liquidity are reduced to the corresponding position target position, and then sell the stocks with sufficient liquidity in the mid- and large-cap stocks accordingly.”

Current market conditions, major hot spots and market attention.

It still revolves around the two core themes of ‘infrastructure’ and ‘state-owned enterprise reform’.

As for these two core main lines, the related stocks heavily held by the two main funds of 'Yuhang Investment' are basically popular stocks that have attracted great market attention.

Once large-scale concentrated selling breaks out in these popular stocks, it will inevitably cause a violent reaction in the market.

It will also cause a lot of doubts in the minds of the majority of investors in the market, which will directly affect everyone's confidence in holding positions and following the market's buying confidence.

Similarly, the bullish sentiment and position confidence in the market loosened, and selling increased rapidly.

Then, the liquidity of those non-popular stocks whose original liquidity is not very good will become even weaker, and it will be impossible for the main players of large funds like them to complete the selling target and achieve the goal of selling in the short term. Take profits at high levels to reduce positions to avoid a sharp market correction.

Therefore, in order to avoid the situation of dragging down the trading plan due to market liquidity constraints.

Su Yu could only ask everyone to reduce their positions in batches and break them into parts as much as possible to avoid causing severe market fluctuations in advance and disrupting the original market development rhythm during the process of reducing their positions.

"Mr. Su, while we are reducing our positions in the two main line stocks of 'infrastructure' and 'state-owned enterprise reform', do we need to simultaneously reduce our positions in other main line concept stocks?" After Su Yu's instructions, Zhu Tianyang thought for a while, Asked, "If the index fails to break through 2,500 points and pulls back quickly, no matter which main line market trend, it should not be able to escape the pullback."

Su Yu responded: "Our company's two main funds currently do not hold many positions in other mainline concept stocks, and the current rebound of these non-popular mainline concept stocks will not be large. Even if the market rebounds rapidly, The overall impact of these stocks on the fund's net value is also very small. Before the reduction of positions in the two popular core mainline stocks of 'infrastructure' and 'state-owned enterprise reform' is completed, these non-popular mainline concept stocks will be left alone."

In addition to positions in the two popular main directions of 'infrastructure' and 'state-owned enterprise reform'.

Currently, the stocks held by the two main funds in the main direction of other markets are mainly in the "Internet finance", "smartphone industry chain", "film and television media" and the core "growth stocks" fields of the GEM. Lixun Precision, which holds a larger proportion of positions, is a fixed-increase stock with locked positions and cannot be sold. The other stocks account for less than 8% of the total positions of the two funds. Naturally, they do not have a high weight in the priority proportion of the trading strategy. .

Except, of course, these holdings in the 'growth stock' space.

Currently, the two main funds still hold a lot of 'military industry' concept stocks. However, these stocks in the 'military industry' field are originally the key layout direction of Su Yu's planned position adjustment, and they belong to the field of gradual buying. At this juncture, Naturally, there will be no selling operation.

"Okay!" Zhu Tianyang responded hurriedly after getting the answer, and then continued to focus on the two markets.

At this time, the market trading time has moved to 9:24. The two cities still maintain a comprehensive high opening trend. Among them, a number of concept sectors in the two main areas of 'infrastructure' and 'state-owned enterprise reform', as well as industry sector, continued to lead the gains in both markets.

And there are two popular leading stocks that attract a lot of attention from investors.

Beixin Road and Bridge rose by 8.77%, and the number of transaction orders matched by call auction on the market has reached more than 60,000 lots; Beixin Communications Construction maintained the price near the daily limit, rising by more than 9%, and more than 7,800 transaction orders were matched by call auction on the market. The trend The performance is better than that of Beixin Road and Bridge.

Likewise, other popular stocks in the fields of ‘infrastructure’ and ‘state-owned enterprise reform’.

It also showed an extremely strong collective bidding trend.

Among them, the super-large-cap stock Huaguo Construction also opened up by nearly 2%, showing the momentum of retracing the decline from yesterday's market dive. However, yesterday's trend was obviously less than expected, and there was net selling by institutions on the Dragon and Tiger list. The check issued by China Metallurgical Corporation has also gradually moved higher during the collective bidding trend today. At this moment, it has opened higher and has climbed to about 1.5% on heavy volume.

Of course, in areas other than the two core main lines of ‘infrastructure’ and ‘state-owned enterprise reform’.

In addition to the 'big financial' field that has basically no main financial support, other areas such as mobile Internet, smartphone industry chain, consumption, medicine, and cyclical performance are not bad. Related industry sectors have all appeared in the red market, and today even China Oil, the core weight of the super-large market, actually showed a slight red opening trend.

In the end, the bullish sentiment in the entire market was almost boiling, and the market trend was overwhelming.

At 9:25, the collective bidding in the two cities ended.

At the moment when the market conditions of the two cities were fixed, the Shanghai Stock Exchange Index jumped directly from yesterday's closing point to 2468.49 points, up 0.58%. The Shenzhen Stock Exchange Index and the ChiNext Index also opened higher by 0.42% and 0.39%, and the two cities were close to opening higher. Among 2,000 stocks, except for suspended stocks, 86% of the stocks opened red and opened higher, and the general rise was quite obvious.

Facing this opening scene...

The vast investor base in the market is naturally excited and excited, and at the same time, their confidence is once again high.

"This check from Beixin Luqiao looks like it will continue to go up. If it reaches the daily limit today, it will go up to ten times in a row. It's so weird." At 9:26, inside Yinghui Fund Company in Shanghai, 'Yinghui 1 In the trading room of the No. 1 fund product, Yu Lei, the trading team leader, couldn't help but sigh, "The market trend is a bit abnormal. Seriously, from before May Day to after the holiday, the Shanghai Stock Exchange Index has risen ten consecutive times." It’s been two days!”

Hearing Yu Lei's emotion, fund manager Liu Guanhai finally showed a smile and said with a chuckle: "Once the general direction of the market is established, it will crush all short positions in the market under its feet. The Shanghai Stock Exchange Index is at 2,500 points. All pullbacks below should be buying opportunities, and there is no doubt...this is the beginning of a bull market."

"Indeed, in the past few days, all adjustments have been completed within a day." Yu Lei responded, "And after each adjustment, the willingness of funds on and off the market to increase positions has further increased dramatically."

"There is no doubt that this is the trend of the bull market." Liu Guanhai said firmly again.

Yu Lei nodded and continued: "Looking at today's situation, there is a high probability that the Shanghai Stock Exchange Index will really hit 2,500 points, right? It feels like the market sentiment has reached the point of concentrated venting."

"Today there is a high probability that it will hit 2,500 points." Liu Guanhai agreed, "After successive shock adjustments, the index continues to open higher and strengthen. That is a sign that the floating chips on the market have been cleared, and market sentiment and bull power have returned to consistency. , are firmly optimistic about the two core main lines of the market, 'infrastructure' and 'state-owned enterprise reform'. As the market pioneer of the Shanghai Stock Exchange Index hitting 2,500 points, we are the first to complete a new high breakthrough."

"Yeah!" Yu Lei continued to nod and praised, "Mr. Liu is still awesome. Fortunately, we didn't hesitate yesterday."

Liu Guanhai smiled and said: "What we made wrong before was that we were hesitant and didn't follow the market trend in time when it came out, but now we can't. Hey... the guy named Su from 'Yuhang Investment' is really awesome. , the two main market trends of 'infrastructure' and 'state-owned enterprise reform' really allowed him to win the bet, and he took advantage of it and took advantage of it."

He had always believed that Su Yu was lucky and had bet on the rhythm of the market and the main trend direction.

But now...after suffering a loss, even though he still didn't like this person in his heart, he had to admit that he was really powerful.

Of course, he wouldn't know.

While he was aggressively increasing his positions at high levels, thinking that he had corrected his previous erroneous trading strategies, the "Yu Hang Group" funds under Su Yu's control had already begun to reduce positions and cut profits on a large scale. In the core main line market, a large amount of chips were sold.

Otherwise, he might not be happy at this moment no matter what.

And just when Liu Guanhai thought he had grasped the rhythm of the market and was looking forward to the Shanghai stock index hitting 2,500 points.

In the same company, in the trading room on the other side, Shao Xiaoyun, the manager in charge of the 'Yinghui No. 2 Fund', looked at the explosive market opening scene, and felt happy and excited in his heart. He couldn't help but feel proud of himself for his timely adjustment during the intraday adjustment yesterday. I feel happy that I changed my trading strategy and got back my previous trading operation of reducing my position in advance.

Of course, at the same time.

At this moment in the Magic City, inside Zexi Investment Company, in the fund trading room.

Xu Xiang stared at the opening results of the two markets and thought about the internal intelligence information he had learned. The doubts in his heart became deeper and deeper. He muttered: "It doesn't make sense. Under the influence of potential negative effects, the market is getting stronger and stronger?"

"Is it really false news?" Zhou Kan also responded with doubts.

According to common sense, if the news is true, the two popular main lines of 'infrastructure' and 'state-owned enterprise reform', which have the highest market rebound and the heaviest accumulation of profits on the market, should be subject to greater selling pressure and become today's call auction. In the trend, the two cities are the weakest sectors, but... this is not the case.

The current market reaction is in the two core main areas of ‘infrastructure’ and ‘state-owned enterprise reform’.

Although the trading volume during the entire call auction process was larger than yesterday, the selling pressure they expected did not occur, and not only did the selling pressure they expected not occur, but the power of bulls was in these two main areas. Here, it still shows an overwhelming advantage.

"It shouldn't be!" Xu Xiang frowned.

Seeing Xu Xiang's hesitation, Zhou Kan couldn't help but ask again: "Then...are we still following the established plan to reduce our positions on a large scale?"

"The market trend is significantly different from what we expected." Xu Xiang said, "Let's take a look at the market trend results after the opening. At the same time... you can ask Lao Qiao again and let him verify it as much as possible. The authenticity of the news, if the news is correct, we will reduce our positions according to the established plan."

Originally, he was convinced of the accuracy of the news.

However, yesterday's Dragon and Tiger list did not see the figures of 'Wealth Road' and 'Resurgence Road'. Today's market opening was completely unexpected, and the current market news, and even the external market trends, They are still developing towards a bullish situation, which makes him have to hesitate in his heart.

"Okay!" Zhou Kan responded.

Immediately, he stood up and called back the insider named 'Old Qiao' in Xu Xiang's mouth.

Then, two minutes later, Zhou Kan returned, sat in front of the computer again, and said: "Old Qiao said that there is a high probability that it is true news, but he also said that he could not guarantee when the news would be announced, and There is no guarantee that the specific policy details have changed. After all, he only received second-hand information. He only knows that the regulatory authorities did hold meetings to discuss and resolve the matter, and the rest is unknown."

"Since we can confirm the authenticity with a high probability, that's enough." Xu Xiang pondered for about half a minute and said, "Sell it! Follow the established plan and harvest the market!"

"Okay!" Zhou Kan responded.

Then he looked at the market that had resumed trading at 9:30, and quickly issued instructions to the traders.

And as his order was issued, ten seconds later, tens of millions of funds were dropped on 'Beijiang Communications Construction, Shibei High-tech, Chongqing Development, Huaguo MCC, Huaguo Construction, Huaxia Fortune's and other companies' funds have heavy positions in stocks, forcing the stock prices of these stocks to fall sharply.

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