Chapter 436: Briefly recovering market sentiment!

When Qin Qiuyue's questions and guesses came out.

At this moment, inside Yuhang Investment Company, in the fund trading room, traders in three groups are still following the trading strategies and position building plans, step by step in the fields of 'military industry', 'infrastructure', 'state-owned enterprise reform', and 'internet finance'. Scan goods in several major main areas.

At this time, the market trading time has entered 11:12 am, less than 20 minutes before the lunch closing time.

As for the performance of major market indexes.

Numerous Shanghai Stock Exchange Index, Shenzhen Stock Exchange Index, and ChiNext Index are all trading at high intraday prices.

Among them, due to the continued weakness of the 'big financial' sector, which accounts for a higher weight of the Shanghai Index, the Shenzhen Stock Exchange Index and the ChiNext Index have risen more than the Shanghai Index, causing the market to once again appear in a situation where Shanghai is weak and Shenzhen is strong.

"'Big Finance', the main line area directly stimulated by the 'Shanghai-Hong Kong Stock Connect' news, is indeed following the trend you predicted before the market." In the fund trading room, Li Meng stared at the market and said to Su Yu with a smile. , "But the rebound trend of other main lines seems to be different from what you predicted before the opening. In addition to some defensive sectors, there are also strong cyclical sectors such as non-ferrous metals and coal, as well as the military industry sector. Others are going very strong." Yes, I feel that today’s market rebound trend can still be optimistically expected. Maybe when the market closes in the afternoon, the Shanghai Stock Exchange Index can really recover yesterday’s decline and achieve the characteristics of a phased bottom.”

Su Yu smiled and responded: "The trend in the morning is indeed very good. A lot of active funds in the market did not attack the 'big finance' field. Instead, they activated the 'infrastructure', 'state-owned enterprise reform', and 'internet finance'." 'It is a wise move to wait for the 'oversold rebound' market, which is dominated by the main line that has been adjusted violently in the early stage. However, although the overall market is not weak, there are big problems with the market volume. In this way, the intraday highs continue to fluctuate, and the price is high. , I am afraid that it will be difficult to support the market until the afternoon close. It is estimated that in the afternoon... there will probably be a more obvious diving trend."

"Well, there are indeed some problems with the performance of market volume." Li Meng heard Su Yu's analysis and nodded slightly, "It is still in a shrinking state. This proves that the mentality of investors both inside and outside the market is still very hesitant to enter the market. There’s not a large group of investors who are long.”

"but……"

Li Mengmeng thought for a while and then said: "The market pressure is still lighter than expected. As long as the main lines of 'infrastructure', 'state-owned enterprise reform', and 'Internet finance' that rebounded strongly today can continue to rise in the following trading days." In order to achieve a sustained profit-making effect, the overall market trend should see a significant change."

"The heavy selling in the market has indeed eased a lot after many consecutive days of adjustment." Su Yu said, "But it is still quite difficult to rely on the long sentiment inspired by this good news to achieve a sustained profit-making effect. , let’s take a look first and see what the actual response will be.”

"Okay!" Li Meng responded, "No matter how the market changes in the future, it should not have much impact on us."

"Master, I feel that in the 'military industry' field where we have increased our positions, there are signs of other funds following suit." During the discussion between Su Yu and Li Meng, Liu Yuan, who was in charge of the 'Yuhang No. 2' fund transaction, suddenly reported, "My master is buying Several stocks have been blocked by the same pending order funds just now, but the amount is not very large, and it will not cause too much interference to our position building plan for the time being."

Su Yu followed Liu Yuan's words and took a closer look at several core stocks in the 'military industry' field. He found that there was indeed the situation she said. He was slightly surprised and said: "A very smart fund discovered us, but We didn’t aggressively grab funds, we just followed the position silently when we bought. It is estimated that the funds were not sure of our specific motives, so they only followed lightly without large-scale intervention, and directly competed with us.”

"Then do we need to appropriately adjust the pace of building positions and trading strategies?" Liu Yuan asked.

Su Yu thought for a while, shook his head, and said: "It's not necessary for the time being. This fund will not interfere with us much. Just keep paying attention silently. When it really causes serious interference to our position building strategy and trading ideas, we will continue It’s not too late to adjust our strategies.”

"Okay!" Liu Yuan responded.

Su Yu paused and continued to ask each group of traders: "Does this situation still exist in other main directions of our layout?"

"The main lines of 'infrastructure', 'state-owned enterprise reform', and 'Internet finance' have attracted a lot of market attention. The market liquidity and the participation of various funds are very abundant compared with other main lines, industry sectors and concept sectors of the entire market. There is no such situation in the direction of 'military industry' for the time being." Zhang Guobing, who has been observing market transactions, responded, "The funds in the direction of 'military industry' should have discovered us by chance."

Su Yu nodded slightly and said: "Don't buy too fast or too frequently. Be careful to hide it. The market changes will not happen overnight. We have no shortage of time to build a position, so there is no need to chase the market. The share price of the target stock has been raised too quickly." , just wait a moment, if you are too impatient to kill, take the opportunity to buy more."

"Understood!" Zhang Guobing nodded.

"Hey, the stocks of the 'smartphone industry chain' on the market seem to be changing frequently." At this moment, Wang Can, who was also staring at the market and constantly building positions and buying, suddenly showed a slightly surprised look and reported, "I feel that there are signs of market speculation shifting to 'growth concept stocks' mainly focused on small and medium-sized boards and GEM. The two main growth lines of 'mobile Internet' and 'smartphone industry chain', which have been neglected by the market for a long time, have been Many major funds have been selected.”

"This is not a good sign." After hearing Wang Can's words, Li Meng frowned slightly and said.

"Why?" Wang Can asked, not quite understanding why Li Meng said that.

Li Meng responded with a smile: "Why did funds start to attack the two main lines of 'mobile Internet' and 'smartphone industry chain' that relatively lack expected logic? Why did they start to speculate? This is not because of 'infrastructure' and 'state-owned enterprise reform' , 'Internet finance', these popular main lines, cannot open up space if they continue to rise, and cannot continue to gather speculation sentiment and follow-up funds. Is this just the case?"

"Since there are expectations and logical popular main lines, there is no room for it."

"Then it's okay to have an unpopular main line in the early stage that lacks certain expected logic? That doesn't make sense!"

“Moreover, the more twists and turns in the attack path of main funds, it proves that the active financial power in the market is more dispersed, and the more dispersed the active financial power is and the hot spots in the market are scattered, the harder it is for the market to form a joint force in one direction, which means The more space there is in the market and the effect of making money continuously, the harder it becomes to open it.”

"Why……"

Having said this, Li Meng sighed softly, and continued: "I originally thought that the market would have a relatively beautiful rebound trend today, but I didn't expect that it still couldn't open up space, and continued to focus on 'infrastructure' and 'state-owned enterprise reform' The three main lines of "Internet Finance" and "Internet Finance" are so well-hyped, but they have to stir up idle speculation. I really don't know what these active speculation funds that stir up the "Mobile Internet" and "Smartphone Industry Chain" are thinking."

"People go to higher places, and water flows to lower places." Su Yu took over and said, "In the financial trading market, funds are like running water. When they encounter resistance, they are bound to flow to the sectors with the most gaming value in the market. Yes, the current market is speculating on an 'oversold rebound', the 'mobile Internet' and 'smartphone industry chain' lines, although the market sentiment is indeed relatively cold for the time being, it is also an area of ​​'oversold rebound'. There are many active main funds attacking this direction, and it cannot be said that there is anything wrong.”

"It's just this attack that has distracted the market from hot topics."

"In a market that is already underserved, if the main active funds are dispersed like this, it will naturally be even worse if the market continues."

“But for the funds that attack the two main lines of ‘mobile Internet’ and ‘smartphone industry chain’.”

"They don't care that much."

"After all, you require short-term speculation funds and long-term thinking, which is inherently unrealistic."

Hearing Su Yu's words, although Li Meng knew that what he said was reasonable, he still felt uncomfortable with the funds that were being plowed around in the two markets. He responded: "I'm beginning to believe what you said. There is a high probability that the market will hold up in the afternoon." If we don’t hold on, something like a more obvious plunge will inevitably occur.”

Su Yu chuckled and said: "The capacity is insufficient, the undertaking is insufficient, and the main funds that are still active in the field cannot continue to open up space, then diving is a natural thing, and it is easy to predict."

"Although I know you are powerful, you can't talk too much." Li Meng chuckled, "What if I get slapped in the face."

"How about giving it a try?" Su Yu said with a smile, "How about betting on a meal?"

Li Meng nodded slightly and said with a smile: "Okay!"

The two made an agreement in a joking tone, and in a blink of an eye, the time had reached 11:30, the two markets were frozen, and the lunch break arrived.

After a whole morning of trading...

The Shanghai Stock Exchange Index finally settled at 63 points at noon, up 31%, while the Shenzhen Stock Exchange Index and ChiNext Index rose 42% and 63% respectively. The two cities' total turnover in half a day was 3.6 billion. Compared with the same period yesterday, the volume actually shrunk a bit, and It has not gone out of the trend of rising volume and price expected by the majority of investors in the market.

In addition to the performance of major indexes, the main lines of the market, various industry sectors, and concept sectors.

Although the trends of a number of industry sectors and concept sectors related to the major themes of 'infrastructure', 'state-owned enterprise reform', and 'Internet finance' fell back towards the midday close, they still maintained the leading trend of the two cities. Among them, especially The real estate industry sector still maintained an increase of more than 3% at midday closing.

As for the "big financial" sector, which was once intensively attacked by major funds at the beginning of the morning, it performed well.

Stimulated by the "Shanghai-Hong Kong Stock Connect" news, it failed to maintain a strong state. Instead, it showed a large outflow of main funds, significantly underperforming the index. At the midday closing, the index gains of several related major industry sectors were all in the middle. Below 1%, especially in the banking sector, the increase has dropped to 35%, only maintaining a slightly red trend.

Of course, in addition to these popular main areas with higher market attention and abundant liquidity.

In many other unpopular main line areas, more differentiated trends have also appeared. For example, the two main lines of 'mobile Internet' and 'smartphone industry chain' showed their power near midday. Many concept stocks with sufficient adjustments have risen one after another, and there are many stocks. A strong counterattack.

Another example is the 'military industry' industry sector, which closed in a flat trend.

However, the entire half-day trading volume is the only one among the unpopular main lines that can be significantly enlarged. The trading volume is relatively intense. Similarly, there are also large differences in the long and short funds within the sector.

Finally, in terms of individual stocks.

Among the top ten stocks in the two cities with the most attention and popularity, four have reached daily limit and one has reached daily limit. The market performance is not bad.

Among them, the two stocks with the highest market attention, Beixin Road and Bridge, started to attack from a low opening state, reaching a 24% increase by midday; Kumho Group also almost started to attack from a low opening state, reaching a 24% increase by midday. The 11% increase is surprising regardless of the trading situation or the change in bullish and short sentiment on the market.

Generally speaking, the market trend in the morning, except for the performance of 'Big Finance', the only main line area with obvious money-losing effect in the two cities, the performance of other main lines, various industry sectors, and various concept sectors still slightly exceeded everyone's pre-market expectations. , showing a positive market trend.

The only shortcoming is the lack of quantity and energy, which limits the height of the intraday rebound.

Of course, in the strong rebound of the market, some hidden risk points have also been noticed by some people, but they have not been widely spread and attracted the attention of most people.

After closing at noon, we were faced with such market performance.

During the short one-and-a-half-hour break, there were obvious signs of recovery in everyone’s mood in the online trading platform discussion area, stock investment forum discussion area, Tieba and other places where retail investors gathered, and retail investors who were bullish on the market showed signs of recovery. It also gradually increased again.

“Today I am finally proud and proud!” an investor said with emotion.

"Yes! Looking at this situation, maybe the index can turn around in the afternoon, haha... And Beixin Luqiao, which bought the bottom in the morning, has now made a profit of 8 points. I feel that this check may be able to reach the daily limit today."

"According to the trend analysis in front of Beixin Road Bridge, this check will either fall to the limit or rise to the limit. Obviously, if it is impossible to fall to the limit today, then it will definitely be able to rise to the limit."

"Damn it, I'm jealous, I forgot to buy the bottom this morning."

"Hey, the market trend today is good in all aspects, but the 'Big Finance' is so cheating. I chased Western Securities this morning, but I didn't expect that I would still lose money. It's just..."

"I chased Jinling Bank this morning, and I was just as depressed."

"The trend of 'Big Finance' today is indeed a pitfall. The positive stimulus of 'Shanghai-Hong Kong Stock Connect' did not rise. But fortunately, the correction is not deep, nor does it fall much, and it is not buried deep. Then as long as the Shanghai Stock Index can rise slightly in the future With just one point, we should be able to recover our capital and be out of the game with a stable capital preservation.”

"In addition to 'big finance,' the 'military industry' sector is also quite tricky today."

"Indeed, the 'military industry' sector had such a good trend yesterday, but today it went against the trend and opened lower. Can you believe it? There is no sustained profit-making effect at all."

"The 'Military Industry' industry is one of the most historically deceptive sectors in the market. This sector is basically hyped up by news. It is normal that there is no continuity."

"The amount of speculation funds swindled by the 'military industry' is not only 1,000, but also 800."

"Anyway, I will definitely not touch the 'military industry' industry sector. Every time the market goes so bad."

"Generally speaking, today, the popular concept stocks in the main areas of 'infrastructure', 'state-owned enterprise reform' and 'Internet finance', which have made sufficient adjustments in the early stage and are a bit obviously oversold, are doing the best and are the most active on the market. , it is estimated that the market conditions in the afternoon will still revolve around these hot spots."

"'Rebound from oversold'? That seems to be the case!"

"When the market closes at noon, I feel that the main funds on the market are converging on the 'growth stock' route of the small and medium-sized boards and the GEM. I wonder if there will be a bigger market performance on this line in the afternoon."

"Speaking of which, Shanghai's strong and deep weak trend has lasted for a long time. Do you think... will the subsequent market trend be reversed? Will it return to the speculation market of growth concept stocks, mainly small and medium-sized boards and GEM boards? "

"It's hard to say. After all, the two main lines of 'mobile Internet' and 'smartphone industry chain' have actually been adjusted for a long time, such as Internet Speed ​​Technology, Anjie Technology, Xinwei Communications, Lexun Precision, and Changqu Technology...waiting for votes, it feels like it has almost fallen into place.”

"I think the two main areas of 'infrastructure' and 'state-owned enterprise reform' have greater opportunities."

"Hey, everyone, don't be too optimistic! It's only midday, and it hasn't closed at 3 p.m. yet."

"There shouldn't be anything unexpected today, right?"

"Yes, it's finally a good stimulus, and the market has been falling for so long, and the room for decline is really not small. There should be a decent rebound, right?"

Amid the heated discussion, the lunch break passed by in a flash.

In the blink of an eye, amid numerous heated discussions, the time passed by 1 p.m., the frozen market prices of the two cities began to beat again, and the market ushered in the second half of trading time.

I saw that the market had just started to beat...

After an hour and a half of emotional brewing, the funds received to follow the trend surged instantly. Almost instantly, the Shanghai Stock Index was once again pulled to close to a 5% increase. The most popular stock in the two cities, Beixin Road and Bridge, was Within one minute after the market opened, its stock price almost reached the daily limit.

ps: Happy New Year to everyone! ! !