Rebirth of the Investment Era

Chapter 352 Capital Siphoning Effect!

"Sure enough, when the money-making effect comes up and the market makes a choice, investors as market participants will come up with a bunch of logical support and benefits." Su Yu flipped through the real-time analysis reports from well-known financial big Vs, retail groups, private equity managers, and securities investment consultants in the market, and smiled and sighed, "When it falls, it's all bad news, and when it rises, it's all good news. Human nature is like this... It really has never changed."

Li Meng smiled and said, "Isn't this good? These people analyze it very well. I don't know how much effort and funds they have saved us for the subsequent pull-up. It seems that we don't have to worry about the market in the afternoon."

"You can't say that." Su Yu He replied, "Although emotions and bandwagon effects have arisen, the entire market still had too much volume in the morning. According to the previous average market trading volume, the incremental funds in the off-site market cannot keep up so quickly. In the afternoon, there will most likely be a lack of overall support. The entire market is likely to have the risk of rising and falling."

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

"Don't worry too much." Su Yu smiled and continued: "The birth of the main market trend originally requires time to react. Only with the passage of time, through the continuous fermentation and spread of emotions, the duration and height of the market trend will be more Considerable. "

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

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

"Only when everyone agrees with this logic, will the institutions that fled the market in the previous crazy sell-offs rush in again, and retail investors will follow suit. All these market reactions need time to ferment slowly."

"So, we don't rush."

"In the afternoon, as long as we maintain the core leading stocks in the field of 'infrastructure' and don't fall back too much, so as not to hurt the market's newly surging emotions, that's enough! "

"And..."

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

"Okay!" Li Meng nodded, "It seems that I was worrying for nothing."

"Haha..." Su Yu laughed and said, "It can't be said that I was worrying for nothing. Trading is like walking on the edge of a knife, treading on thin ice, which is the mentality we should have. "

"No matter what, you are right." Li Meng gave him a slight glare.

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

After the emotional fermentation at noon, once the market opened, the hot stocks leading the rise in the core industries of "infrastructure" such as building decoration, building materials, steel, and real estate were frantically snapped up by market investors.

At 1:02, China Railway rose by more than 8%, and the market showed a state of extremely rapid volume.

At 1:06, China Construction's share price rose by more than 8%, and its turnover increased by almost 2.5 times year-on-year.

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

At 1:12, China Fortune Land Development was bought by tens of millions of funds, and it was pushed up to the daily limit in a flash, becoming the second billion-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% overall, with 6 stocks in the sector hitting the daily limit and more than 20 stocks rising by more than 5%. At the same time, the real estate industry sector also rose by more than 4.5%, and all stocks in the sector showed a trend of a major counterattack.

At 1:17, the Shanghai Composite Index rose by more than 2.5%, standing above the 2,100-point mark without any hindrance.

At 1:20, the turnover of the two markets soared to 60 billion, which was equivalent to the total trading volume of the previous trading days.

At 1:23, with China Railway, which was closed by hundreds of millions of buying funds, the entire "infrastructure" sector, the sentiment and capital follow-up effect reached a climax, and began to form a capital siphon effect on the two main concept core sectors of "mobile Internet" and "smartphone industry chain" in the direction of the SME Board and the Growth Enterprise Market, where many short-term active funds gathered, and their previous hot stocks.

Under this capital siphon effect...

At 1:25, all sectors in the "infrastructure" field broke out a wave of relatively rapid straight-line pull-up actions.

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

"Fuck, the Shanghai Stock Exchange Index is crazy today!"

"In one day, the bull market is back. It's rare to see such a riot in the A50 Index!"

"The last time the A50 Index was so volatile, with an increase of more than 3%, was in December last year, when the market was affected by the 'IPO news restart' and brokerages collectively pulled up, right?"

"There is no doubt that this is a signal that the market has bottomed out!"

"Is it possible that the market style will directly switch to blue chips next?"

"The infrastructure sector has strong logical support, and it will explode today. Other blue chips still seem to have not fallen through, and... there is no expectation!"

"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 2000 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 off-market funds enter the market so quickly? Without the entry of off-market 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, right?"

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

“Have all the active funds in the entire market 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 field of 'infrastructure'. If you follow the trend, the siphon effect will naturally be strong."

"What the hell, are you forcing everyone to sell concept stocks on the Small and Medium Enterprise Board and GEM?"

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

"Twenty-eight split?"

"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, right?"

“Today’s market volume can increase so quickly, I feel bad at the end of the session!”

Intense market discussion...

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, take 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, at this moment in the Shenzhen market, 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 Stock Index is at 2100 points, I’m afraid it’s going to be a gain but a loss 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, "The market breaks out, not all at once, and then declines. Three and a half? 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 explode 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 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. "The main line of 'infrastructure' can still 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 there is no real money-making effect, 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 has been blocked by over 100 million yuan of funds, is also diving into the market.

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%.

"Is it almost done?"

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

Su Yu stared at the market 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 direction of small and medium-sized boards and GEM slows down, and that's about it."

"Retail investors are all chasing the rise and killing the fall. Doesn't 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 limit 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 to chase the rise and kill the fall, 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 the market powerhouse Hengqiang, leading the index to achieve a comprehensive breakthrough!”

Chapter 352/889
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Rebirth of the Investment EraCh.352/889 [39.60%]