Chapter 660: Market Investment Sentiment Continues to Improve!
"Mr. Su's 'Fortune Road' is still buying!"
When seeing the Dragon and Tiger list, 'Fortune Road' is still buying in the disclosed buying and selling seats of several stocks 'Oriental Securities, Hengsheng Electronics, and Western Securities', and while buying, it has not sold a single chip, a very heated discussion broke out instantly among the vast group of investors who pay attention to the market.
"It seems that Mr. Su is more optimistic about the 'big finance' line than the previous 'infrastructure' and 'military industry' main sectors!"
"'Fortune Road' is really awesome, it has been buying for 4 consecutive trading days."
"For 4 consecutive trading days, it has been a net purchase. This is really not comparable to ordinary main funds!"
"I just reviewed and calculated that the purchase volume of the 'Yuhang system' funds under Mr. Su's control on the Dragon and Tiger List in the past few days, 'Fortune Road' and its two related institutional seats, the total purchase funds have reached 6.237 billion, which is simply explosive... This is just the disclosed amount of funds. The actual purchase volume is definitely several times more than the disclosed amount."
"So, the 'Yuhang system' funds under Mr. Su's control are on the 'big finance' line, especially the securities and Internet finance sectors The holdings on the block should be at least more than 20 billion? "
"No doubt, it must be so!"
"The main fund of the 'Yuhang system' previously managed by President Su held a large number of chips in the 'Internet finance' sector, right? Logically speaking, President Su's 'Wealth Road' is still increasing its holdings in the Internet finance sector, which means that President Su's previous holdings in the 'Internet finance' sector must still be there!"
"There is no doubt that the 'big finance' line is destined to be the core line of the market."
"It seems that the securities sector will continue to rise tomorrow."
"The strength of President Su's increase in holdings is enough to show that in the next market performance, the 'big finance' main line will definitely continue to shine. "
"In fact, if it weren't for the 'Lanshi Heavy Equipment' check that hit the market sentiment today, the 'big finance' The main line will definitely continue to break through strongly upward. "
"Alas, the check of 'Bluestone Heavy Equipment' is really miserable today."
"The ceiling and floor, the market has not seen such extreme intraday trends for a long time, right?"
"The last time the market saw the ceiling and floor was a month ago, when the two main sectors of 'infrastructure' and 'military industry' fell sharply for the first time."
"Anyway, the short-term market of 'Bluestone Heavy Equipment' should be over with this trend today."
"A total of 25 boards, this 'big monster stock' can reach the current height of space, and the various funds and investors involved in this check have made a lot of money."
"Indeed, the space of 25 consecutive boards is already a record of consecutive boards in the market."
"The trend of this check has ended, which can be regarded as The market mission has been completed."
"Well, if it weren't for the continuous record of "Blue Stone Heavy Equipment" that exceeded expectations, and the extreme short-term bullish sentiment that was condensed, the Shanghai Composite Index would have been repeated before it hit 3,000 points, and many concept stocks would not have had such a hot hype trend as it is now."
"That's right, the full outbreak of "bull market expectations" is definitely due to this check. "
"However, in the short term, the "new stock" sector should be avoided, right?"
"It should be okay. Even if the "Blue Stone Heavy Equipment" check collapsed today, it actually didn't have much impact on the new stock sector and the trend of high-end stocks in the market. Overall, a number of relatively high-priced hot concept stocks in the market did not experience extreme panic selling because of this check. "
"It's mainly because the main line of "big finance" supported the market. ”
“Although the overall investment sentiment of the market is very good, the intraday differentiation trend and sentiment today cannot be ignored. I estimate that the market trend tomorrow may still be differentiated and adjusted, and there was a sign of "mainline market rotation" today. It feels that a lot of funds are buying stocks in the low-level stagflation sector in the market, doing "high-low switching" in the market rotation. ”
“As long as the market volume supports it and the turnover of the two markets can be stabilized at more than 500 billion, I think that no matter which main line chips are held, they will rise sooner or later. ”
“Although individual stocks will rise and the market will rotate under the expectation of a "bull market", the "strong will always be strong" still exists. Even if the individual stocks of other main lines will continue to rise with the index, the increase will definitely not keep up with the core stocks of the "big finance" main line at the cusp of the storm, especially the core stocks of the securities sector. ”
“Yes, if you are not deeply trapped in other main lines, or if you have made some profits, it is recommended to concentrate on holding main line stocks. ”
“Unfortunately, the core leading stocks with relatively consistent market sentiment have to be bought at high prices.”
“Hehe, if you think you don’t need to buy at high prices, then this check is very likely at the key point of the long-short reversal, so there is naturally no need to buy it.”
“The bull market focuses on momentum, and the bear market focuses on quality. Now that the bull market has come, we should change our strategy and follow the core main line of the market to trade.”
“In any case, as long as the market volume remains above 500 billion, the securities sector and many core securities stocks are definitely the first choice for investment and trading.”
“Today’s volume has shrunk compared to yesterday. I feel... After the Shanghai Composite Index breaks through 3,000, it should fall back to the 3,000-point support, right?”
"Just focus on the gap that jumped yesterday. As long as the Shanghai Stock Index does not fill the gap, it will be a strong performance."
“The Shanghai Index has always had the habit of filling in gaps!”
“But when a historically important bull market starts, the short jump gap is not filled. Just look at the K-line chart when the Shanghai Stock Exchange Index broke through 2,000 points in 2006.”
"Whatever, it doesn't matter whether I fill the gap or not, it won't affect my full position of securities stocks."
“In the early stages of a bull market, you must have faith.”
"As long as Mr. Su continues to buy, there is nothing to worry about."
"Yes, Mr. Su continues to increase his position in the main line of 'big finance', especially in the securities and Internet finance sectors, and with such a large-scale position, I don't believe that the market in this line of 'big finance' will easily Finish."
Amidst the heated discussion...
As time goes by, market investment sentiment and investment confidence continue to increase.
In the evening, the news was calm, but the trend of the external market was booming, which further stimulated the investor group's expectations for the subsequent market trend.
For two days over the weekend, market news remained calm.
But even if there is no clear positive news on the news, various investor groups can still summarize a lot of positive information in the review summary, which can be used as a basis for continuing to be bullish on the market outlook.
In the so-called bull market stage, during all suspension periods, the reaction of market sentiment is always tilted in a positive direction.
This is the current portrayal.
After two days of rest...
On Monday, November 3, the market once again ushered in a trading day.
At 9:15 am, under the spotlight, the two cities ushered in collective bidding.
I saw that in the entire market, there were more than 2,000 stocks, and more than 1,400 stocks had achieved high openings in the initial call auction stage.
Among them, stocks in the securities sector all opened higher.
And as a securities stock with the most attention in the market, the check of ‘Western Securities’ opened significantly higher by more than 6%.
As for the "Blue Stone Reload" check, which had a very high intraday closing trend last Friday and killed all the funds taken in during the intraday trading on Friday, the "Blue Stone Reload" check, which has also attracted a lot of attention from market investors, did not appear too tragic at this moment. The money-losing effect is only slightly lower by about 2 points.
And the check of ‘Leiman Optoelectronics’ also closed with a big negative line in the trading on Friday, and the effect of losing money was obvious.
At this moment, it is almost open evenly.
"The market sentiment is very good. Looking at this situation, there is a high probability that the two cities will open higher." At 9:18, in the Shenzhen Stock Exchange, inside the Xiniu Fund Company, in the main fund trading room, Mou Zhengxing stared closely at Regarding the changes in call auctions in the two markets, he said with a smile, "The overall market sentiment response is really getting stronger with each wave. Sure enough, the market ecology after the market broke through 3,000 points is really different from before."
Fang Xinsheng next to Mou Zhengxing chuckled and said: "After the Shanghai Stock Exchange Index has actually stabilized above 3,000 points, it means that the bull market has begun. Can the mood be bad? At this time, as long as there are no extreme negative blows in the market , then the market’s long sentiment will naturally become stronger with each wave.
This is driven by the natural trend ecology of the market.
At this stage, we don't need to pay too much attention to the small changes in the market. We only need to keep an eye on a few big market indicators and pay attention to the overall changes in investment sentiment and investment confidence in the market. "
"Okay!" Mou Zhengxing nodded and said, "Mr. Fang, I feel that the 'Securities' sector has no buying point in the short term under this kind of emotional reaction. It is expected that the short squeeze will continue all the way up!"
Fang Xinsheng responded: "In the securities sector, the market's consensus expectations are too strong. With such strong consensus expectations, there will naturally be a steady stream of orders, and it will definitely be difficult for the stock price to adjust downward. If we want to continue To increase the weight of positions in this sector, we can only buy after the market price rises during the session.”
"But I have a little doubt!" Mou Zhengxing said, "I always find it a bit strange that the funds of the 'Yu Hang Group' have been increasing their positions in the securities sector for days."
When Fang Xinsheng heard what he said, he was slightly startled and asked, "What's weird?"
Mou Zhengxing thought for a while and replied: "It feels like it was done deliberately. Except for the first and second days of the 'Big Financial' riot, the buying volume of this stock was very large. On the third and fourth days, In fact, the buying volume is not large, and it seems to be guiding the market capital group to gather in the direction of 'big finance.'
"Whether it is guidance or not, this is generally beneficial to our current position structure." Fang Xinsheng said, "The funds of the 'Yuhang Department', no matter what motive is used to attract the 'Big Finance' This line should be intended to further stimulate the market trend, make the 'bull market expectations' deeply rooted in the hearts of the people, and truly kick off the bull market."
Mou Zhengxing nodded and said, "This is undeniable!"
Fang Xinsheng smiled and continued: "So, at this time, we don't have to worry about other people's motives. We just need to be ourselves."
"Okay!" Mou Zhengxing responded and stopped continuing the topic.
He turned his eyes and returned to the two markets again, only to see that at this time, the market trading time had already entered around 9:20.
After an initial five-minute call auction.
After the market enters the real call auction session after 9:20.
Originally, in the initial collective bidding stage, there were a number of buyers placing orders, but not many of them were canceled at 9:19.
Moreover, at this moment, the market as a whole is opening higher.
Compared with the time of 9:15, it was even more lively. The number of stocks opening higher increased from more than 1,400 a few minutes ago to more than 1,500.
Among them, the securities sector index's higher opening range expanded from the initial 0.89% in the call auction to 1.35%.
The Internet Financial Sector Index's higher opening range expanded from the initial 0.62% in the call auction to 1.08%.
The higher opening range of the insurance and banking sector indexes has also expanded from about 0.4% at the beginning of the call auction to about 0.7%.
Even 'Bluestone Heavy Equipment' and 'Leiman Optoelectronics', two leading concept stocks that opened low.
At this moment, prices also turned from falling to rising.
"Hey... the market has actually intensified after entering 9:20." At this moment, Yuhang, inside the Anzhao Fund Company, in the main fund trading room, the fund manager Zhou Hui stared at the changes in the two markets, his face He looked obviously surprised, "I originally thought that the market trend last Friday was not good, and a lot of funds for receiving orders on the market were trapped. The market will probably turn weak at today's opening, but I didn't expect...the intensity of the market's fund acceptance. , much more powerful than we expected!”
"Well!" Qin Qiuyue, who was next to Zhou Hui, nodded slightly, with a slightly surprised look on his face, and said with a genuine smile, "Especially in the 'Big Finance' line, the securities sector, and the Internet finance sector, it is really the strong who are always strong. With the expansion of capacity, the capacity to undertake is getting stronger in waves.”
Zhou Hui thought for a while and responded: "The two hot leading sectors of securities and Internet finance, after four consecutive trading days of continuous incremental gains, should have completed the transformation of the chip structure at the bottom stage, right? Next... If these two core lines are to be fully opened, they cannot continue to increase their volume. "
"In the four trading days of the securities sector, the total turnover has been over 100 billion." Qin Qiuyue said, "It stands to reason that the bottom chips should have stabilized due to the change of hands at this level of volume and energy. Let's take a look at these two today. Regarding the volume and energy situation of popular core sectors, I guess... they should be shrinking. "
Expansion of the main line market...
After completing the exchange of chips at the bottom, it is necessary to reduce the volume and follow the trend in order to open up a higher market space.
After all, after increasing the volume at the bottom and then reducing the volume again, it can prove that the capital group involved at the bottom is continuing to lock up positions and is firmly optimistic about the subsequent market.
So, generally speaking, in trading.
After increasing the volume at the bottom, if the stock continues to shrink and rise, forming an upward trend, even if there is profit in hand, it is still possible to continue to take it.
While the two were talking, the market trading time had quickly entered 9:25.
The two cities ended the collective bidding process.
In the end, the Shanghai Stock Index opened higher at a gain of 0.77%, basically recovering from the plunge at the end of Friday; the Shenzhen Stock Exchange Index and the ChiNext Index opened higher by 0.49% and 0.38% respectively; and the main line of 'big finance' was strong Driven by the higher opening, the A50 index opened higher, reaching 1% again.