Chapter 643: The expected reversal!

Such closing results of the two cities...

Some were slightly unexpected, while others were significantly lower than everyone expected.

Some have clearly affected the market's investment sentiment and investment confidence.

"Today's market trend pattern is very bad! Especially in the late trading, it is almost a full-scale sell-off pattern where the entire market's active capital groups focus on rushing away and selling."

After the market closed, while everyone was discussing in the Yuhang main hot money group where Su Yue belonged, many people felt worried.

"The index shape is also very bad. The index opened obviously higher in the early trading, but it fell by nearly 1 point in the late trading."

"The main reason is that the sentiment and expectations of the market's popular main lines such as 'infrastructure' and 'military industry' have changed, right? A lot of funds gathered in these popular main lines have begun to rush away without thinking today."

"The popular stocks such as 'infrastructure' and 'military industry' held by President Su's 'Yu Hang Group' showed an obvious weakening trend. When everyone saw that President Su did not stand up to protect the market of these stocks, their expectations collapsed. , began to speculate that Mr. Su's 'Yu Hang Group' had already withdrawn and no longer held these stocks, which led to the unanimous front-running behavior of the main financial groups on these stocks."

"Yes, it is the rapid weakening of these 'Yu Hang Group' stocks with heavy holdings that has reversed the expectations of the entire early popular main line fields such as 'infrastructure' and 'military industry.'"

"Once this expectation is reversed, it will be difficult to reverse, right?"

"As long as Mr. Su's 'Yu Hang Group' does not stand up and make a public statement through the 'Dragon and Tiger List' seats, or if its organization does not further disclose position data, then there is today's speculation that Mr. Su has withdrawn from 'infrastructure' and 'military industry'" 'The voice of the main line will spread wider and wider in the market and ferment faster and faster. In this way... the emotions and expectations in the popular main line fields of 'infrastructure' and 'military industry' are basically difficult to reverse. It’s possible.”

"Will President Su stand up and speak out publicly? It's unlikely!"

"It's not impossible, it's simply impossible. Why? Mr. Su is not a 'national team' and has no responsibility to maintain market stability. Everyone who enters the financial trading market has always been responsible for their own profits and losses and risks." Are you responsible for it? Why should you rely on others to maintain the market?"

"It makes sense, but I think that under today's situation, if Mr. Su did not take the initiative to maintain the market, it can actually mean that the funds of the 'Yuhang Department' have mostly withdrawn from 'infrastructure', 'military industry' and other obvious It’s a high-level mainline sector.”

"I agree. After all, today should be regarded as the emotional divergence point for popular sectors such as 'infrastructure' and 'military industry.'"

"At this point of emotional divergence, if Mr. Su still holds heavy positions in stocks in these main areas, it involves his own interests. It is impossible not to stand up and reveal his positions, which will reduce everyone's confidence in holding positions in these main areas."

"But if the market rumors are true and the speculation is true, then when did the huge amount of funds from Mr. Su's 'Yuhang Department' go out?"

"No one knows this. After all, the core main lines of 'infrastructure' and 'military industry' basically went sideways for a month in the early stage. In one month, although Mr. Su held a heavy position, he should still be able to do it quietly." Are you quietly reducing your positions and taking profits? Sell slowly, avoid the Dragon and Tiger List, and you should be able to get out."

"Regardless of how many positions Mr. Su's 'Yuhang Department' funds have in the popular main lines of 'infrastructure' and 'military industry' at the moment, and whether they are in a heavy position, I actually think that 'infrastructure' and 'military industry' are Several popular main lines are unlikely to make another wave, and there is a high probability that they will continue to adjust downwards, repeating the continuous adjustments and shocks of the previous 'technological growth' main line."

"I agree. The bargaining chips for popular main lines such as 'infrastructure' and 'military industry' have actually been loosened for a long time."

"As early as a month ago, when the Shanghai Stock Index's advance was blocked and the popular main lines of 'infrastructure' and 'military industry' experienced heavy volume and stagflation, its internal chip structure began to loosen, right? From that time on, the main players in these fields The flow of funds has shown a continuous outflow."

"Yes, now, it's just the expected reaction."

"Once the popular main lines of 'infrastructure' and 'military industry' collapse, and the Shanghai Stock Exchange Index exceeds 3,000 points, it is really an extravagant hope."

"Indeed, this is also the case for countless major financial groups in today's market. After clearly discovering that the expectations of popular main lines such as 'infrastructure' and 'military industry' have changed, and the trend has obviously changed from strong to weak, and a major adjustment is inevitable, they directly fell in the late trading period. The reason for showing up."

"It looks like the market is going to be down for a while."

"It shouldn't be down for long. After all, the potential investor groups outside the market are actually continuing to enter the market. The overall long sentiment has not changed. Looking at the discussions among most retail investors in the market, everyone's views have changed. They all believe that the market will fall and correct, but they all believe that the Shanghai Index will only go back to 2,800 points at most."

"Everyone thinks so, which means that the market will definitely not develop as everyone thinks. I think... the market will either directly break through 2800 points and find support near 2500 points, or it will reach 2800 points. No, it’s possible to directly attack 3,000 points with your backhand.”

"If you look for support at 2,500 points, the decline will be huge. Moreover, the current market volume is still very high, liquidity is abundant, the intervention of incremental OTC funds is still growing, and the balance of financing and financing is in good condition. There are still good incentives from time to time in the direction of the regulatory authorities, but it would be too pessimistic to go to 2,500 points."

"However, it's definitely impossible to hit 3,000 points directly with a backhand, right?"

"Several popular main lines such as 'infrastructure' and 'military industry' have collapsed. What main line sectors should we focus on? Previously, the market was thinking of doing a 'high-low switch' main line development. However, in more than a month, it has not been at a low level. On the main line, a consistent synergy effect of funds has been formed, and no new market main lines have been generated. It has taken on the expectations and market trends of the gradual decline of popular main lines such as 'infrastructure' and 'military industry', and continued to retain popular main lines such as 'infrastructure' and 'military industry'. The group of funds flowing out.”

"The funds are on the main line at a low level and cannot form a synergy. There are supervisory reasons and objective reasons."

"Actually, during the early trading today, funds from all walks of life in the market were somewhat moving towards the 'brokerage' sector, showing signs of concerted efforts. However... the overall market sentiment was not very cooperative!"

"It's not that the overall sentiment of the market is uncooperative, but that today's market trend pattern is simply not suitable for a main line such as 'big finance'."

"With such a big market divergence, I would say it's a good thing that the 'brokerage' sector didn't forcefully pull in today, otherwise more funds would have been taken in, and the damage to market sentiment would have been even greater."

"Now, we can't chase higher. We have to wait for the market to take a turn."

"Well, we have to wait for the popular main lines of 'infrastructure' and 'military industry' to generate a certain amount of panic, then there will be room for work!"

"Let's look at 2,800 points first. I feel that the Shanghai Stock Exchange Index will still fluctuate between 2,800 points and 3,000 points for a long time."

"I feel that at this stage, the main direction cannot be carried out, and we can only focus on branch market sectors such as 'sub-new stocks' and 'sports industry development'."

"At the end of today's trading, it is obvious that the 'sports industry development' and 'sub-new stock' sectors have also differentiated."

"Fortunately, the two checks of 'Leiman Optoelectronics' and 'Blue Stone Heavy Equipment' can still hold on."

"If these two concept stocks were not supported, today would not be a sharp decline, but a sharp decline."

"However, after today's two hot branch lines differentiated at the end of the day, there will be great pressure to open tomorrow morning. I feel that it is difficult to continue to undertake the two checks of 'Leiman Optoelectronics' and 'Bluestone Heavy Equipment' at present. It’s time to make a plate.”

"Well, these two checks are basically a feast for the position holders. There is no cost advantage. If you go in to take over the orders at this time, it will be very easy to get buried."

"Especially the check for 'Blue Stone Heavy Equipment', it has reached the daily limit of 21 today!"

"The pressure on the 'Blue Stone Reinstallation' check tomorrow will not be less."

"Tomorrow is definitely a big market divergence day."

"I'm afraid it's not a big divergence day. The market sentiment feedback at the end of today is very bad. I'm worried that the market will plummet tomorrow. After all, popular main lines such as 'infrastructure' and 'military industry' are expected to reverse. Mr. Su's Yuhang Due to bad comments about capital positions, the actual situation of funds rushing away has been formed. After a night of emotional and news fermentation, the selling power in these popular main areas will definitely increase again tomorrow.

There is also the line of 'technological growth', which has no condensed emotions at all. If the market as a whole collapses, this line will not be able to survive alone.

There is also the 'brokerage' sector that has performed well today.

This sector did not stimulate market sentiment today, but instead buried a lot of funds to chase the market higher.

The funds chasing higher prices today will definitely be sold with stop losses in early trading tomorrow, seeing that the overall market sentiment is not good.

In other words, the trend of the brokerage sector tomorrow is expected to be ugly.

There will be no opportunities in the direction of ‘big finance’, and it will most likely become a drag on the market.

Furthermore, as everyone has just said, the two hot concepts of 'sports industry development' and 'sub-new stocks' will definitely have greater differences tomorrow. The two checks of 'Bluestone Heavy Equipment' and 'Leiman Optoelectronics' will be announced tomorrow There is huge market pressure. It is estimated that it will be quite difficult for the market to rely on these two hot spots to maintain a partial profit-making effect and thereby stabilize the market's investment sentiment.

Overall, there is no main line or hot spot that has the ability or opportunity to take over the market tomorrow.

Under the current situation, if there is another bad trend in the external market at night.

As for the trend of the market tomorrow, I think there is a high probability that there will be no escape from the sharp drop! "

"It makes sense. It seems that during this period, you really need to be cautious. You cannot open positions casually to avoid being slapped in the face by the market."

"Hey, after such an analysis, there is really nothing the market can do."

As the news in the group continued to be refreshed, and everyone was speculating and anticipating tomorrow's market conditions during the review stage, unknowingly, at 5:30 pm, the dragon and tiger lists of the two cities were announced.

I saw that the market had experienced a sharp decline across the board.

A total of 41 stocks were on the list in the two cities today, which was further reduced compared to the number of stocks on the list last Friday.

Moreover, among the stocks on the list, it is no longer the popular main-line fields such as 'infrastructure' and 'military industry' that occupy the majority. Instead, the two hot concept main-line fields of 'sub-new stocks' and 'sports industry development' occupy the majority. .

According to the disclosed Dragon and Tiger ranking data.

The total buying volume of the 41 stocks on the list has once again been lower than the selling volume after almost a month, making the entire disclosed Dragon and Tiger list show a state of net selling.

Among them, among the stocks on the list.

Even in the conceptual fields of ‘sub-new stocks’ and ‘sports industry development’ that have the effect of making money within the day.

For many of the stocks on the list, in their trading seats, the hot money that was aggressively taken over last week has also been sold to take profits, and the funds locked up have become very small.

Of course, except for the hot money and institutional groups that buy and sell.

Mr. Su’s ‘Fortune Road’ trading seat, which everyone most wanted to see, still hasn’t appeared.

On the Dragon and Tiger List, the trading seats for the 'Yu Hang Series' were calm, with no signs of buying or selling.

However, even on the Dragon and Tiger list, there is no trace of the seat sales of the ‘Yu Hang Series’, and there is no trace of the legendary seat of ‘Fortune Road’.

However, there are discussions among the vast retail investor groups and institutional groups inside and outside the market.

Voices that feel that the funds of the "Yu Hang Group" have secretly reduced positions and stopped profits in "infrastructure", "military industry" and other popular mainline core stocks in the market are still rising one after another and becoming more and more popular.

And as time went by, this kind of speculation began to rapidly ferment among the market investment groups.

As a result, the vast number of investors inside and outside the market have gradually become less optimistic or even pessimistic about the subsequent market expectations of popular main lines such as "infrastructure" and "military industry".

In addition, institutional groups that currently hold chips for popular mainline stocks in the market such as "infrastructure" and "military industry", as well as medium and large retail investors, are beginning to regret not selling chips decisively during today's session.

Under the influence of these Dragon and Tiger ranking data and emotional factors.

The retail investors who took over the chips at a high level today, as well as the main financial groups, couldn't help but start to panic. Is there a risk of the market plummeting tomorrow?

Fortunately, the overall mood of the market, although somewhat gradually pessimistic.

However, throughout the night, the macro news was still relatively positive.

Regulators reiterated the good news that Shanghai-Hong Kong Stock Connect was officially launched on November 17. At the same time, various market public speakers from various brokerage institutions, financial media, and analysts from various asset management institutions... continued to speak as usual. We are firmly bullish on the market, shouting that a 'bull market' is on its way.

Moreover, according to some economic data released by the National Bureau of Statistics.

It can also be seen that after entering the second half of the year, especially the third quarter that just passed, there are obvious signs of accelerated recovery of the macro economy.

However, in terms of macro news, although it is a relatively positive response.

But at night, the trend of the external market was the same as the Shanghai Stock Index during the day, showing a downward trend across the board, which completely offset the positive macro news in the evening.

In this situation where emotions and news are intertwined, there are both good and bad things.

The next day, Tuesday, October 28, the market opened as usual.

At 9:15, the collective bidding in the two cities began. Affected by the sharp drop in the external market last night, and everyone's speculation, they felt that the funds of the 'Yu Hang Group' had already reduced their positions and stopped profits, and had withdrawn from the 'Infrastructure', Affected by the sentiment of popular main lines such as 'Military Industry' and the concentrated decline in the market late yesterday, all main lines and popular stocks in the two cities generally opened lower.

When the time reaches 9:20, the two cities have completely entered the real call auction stage for irrevocable orders.

After many trading orders, a large number of orders were canceled at the last moment at 9:19.

Compared with the overall market situation presented at 9:15, not only has there been no improvement, but it has become worse.