"Don't worry about this, as long as we can survive for a while. The current panic is mainly due to the lack of understanding of the people, not the policy itself, so the stock market will soon calm down. So even if there is no such foreign investment institution, there will be no more problems with the stock we saved. So let's just help them do one thing. However, which stock to do and how much benefit we can get, then the three of us need to find it together. Cheng Yuhuan finally told the plan.

"True and false, false and real, hehe, Brother Huan, there is you. But as I told you, what kind of stocks to look for, and how to carry out it, I'm afraid it's not so easy to decide. Gong Zhiyuan thought for a while and said.

"We don't have to choose this first, it's better to let people come to us, otherwise we need more tongues to convince them. Besides, getting on the pole is not a sale. If we take the initiative too much, people will think we are liars. Cheng Yuhuan said unhurriedly.

"Just kidding, if you don't say it yourself, who knows you can do this?"

Stimulated by Tuesday's after-hours good, the market opened high, dived quickly and stepped back to the low point after rebounding, and walked out of a wave of continuous upward trend, but in the afternoon it was blocked by the bears, continued to fall back and close, and finally closed out a large-scale cross, and the change signal began to appear.

Under the positive situation, compared with the sharp rise in the surrounding external market, the trend of A-shares is relatively weak, which is mainly the result of the two-way short selling of the ChiNext and the small and medium-sized board and their corresponding CSI 500 futures index, and the market is not popular for longs. In the analysis of professionals, there is a certain reason why the CSI 500 has obvious short-selling loopholes.

The financial sector in the main board, especially the banking sector, benefited from the increase in liquidity brought about by the RRR cut and the advantages of its own low valuation, and was biased by bottom-buying funds, and the trend was stronger. In the future, the banking sector will drive the market to slowly leave the bottom of the pit and slowly become stronger. The reason why it can't go too fast is that the gem and the small and medium-sized board still need to be digested, and the short-selling meat cutting plate of the main board differentiation also needs to be sold.

In order to change this situation, one is to make up for the loopholes in the futures index trading, especially the rotation trading system and arbitrage programmatic trading, on the other hand, we should continue to crack down on malicious shorting, and if necessary, the immature products of CSI 500 should be stopped.

At the stage when the market begins to build a bottom, it is not suitable to let excessive speculative forces dominate the market smashing, but should clearly curb or even prohibit shorting, so as to restore investor confidence in a timely manner and let the stock market return to a rational state.

The financial sector is the leading force in the new round of market, although the market has been smashed and closed in the negative, the market change has been established, and any subsequent pullback will bring medium-term opportunities.

The bottom of the market is basically proven. Before the end of the month, the medium-term opportunities of the broader market far outweigh the short-term risks, and investors should not take the short-term risks too seriously and miss the medium- and long-term strategic opportunities.

This week, the overall market has been steadily rising, and the rhythm of pulling and washing is obvious.

On Friday, the market once broke through 4,000 points, and then carried out backwashing and consolidation, and used bearish remarks to clear the follow-up plate in time, and continued to close after the all-day low at 14:03, and finally closed out of the doji line that rose ten points.

This week, the market closed another positive day, and technically the market is expected to enter a stronger upward cycle next week. The reason for this is that, on the one hand, it is technically determined that the market will begin to break away from the bottom, and the technical signal of pulling up has appeared; On the other hand, mainstream varieties such as brokerages have achieved technical breakthroughs this week and will continue to strengthen next week.

At present, the market theme opportunities are dominant, and the market theme opportunities will still be listed next week, but the blue chips will also be launched. Technically, the market is expected to break all the way up next week, and only after effectively breaking through the 60 antenna will there be a technical pullback at the right time.

Don't be washed out by intraday shuffling like today, especially because of the rush to confirm the low point of the time at 14:00 in the afternoon, it is a pity to fall out.

It must be clear that the market is still in the bottom range of the stage, and premature exit is a bottom. There are good expectations such as RRR cuts or social security entry into the market over the weekend.

Over the weekend, the China Securities Regulatory Commission issued an announcement saying that in the next few years, China Securities Finance Co., Ltd. (hereinafter referred to as the securities finance company) will not withdraw, but generally does not enter the market operation, and will continue to play a role in maintaining stability in various forms when the market fluctuates violently and abnormally, which may cause systemic risks. At the same time, on the 14th, the securities company has transferred a part of the shares to Huijin company by way of agreement transfer. Central Huijin Company also issued an announcement on the evening of the 14th, saying that Huijin Company has transferred some shares of listed companies from the self-certification gold company, and Huijin Company will adhere to the concept of long-term investment and strive to maintain and increase the value of the transferred assets.

For the interpretation of this paragraph, many investors and individual media have made biased or even wrong interpretations due to subjective factors. Some media have deliberately misled and only interpreted it as the so-called "state stop supporting the city", which is either a matter of professionalism or ulterior motives.

For the announcement, investors analyze and interpret it from an objective and rational point of view, and it can be seen that the information released by the announcement is as follows:

First, the state has not only not withdrawn, but will remain for a long time, as long as the market has "violent abnormal fluctuations, which may cause systemic risks", it will take action, is this to stop the market? Not only is it not, but it is a more determined long-term support for the market, which is a reassuring pill for the market.

Second, the securities company will change from the previous short-term bailout to a leveling fund. For a long time, China's A-share market has lacked a leveling fund to strangle excessive speculation in the market, and now the securities company has played a long-term role in maintaining stability, in fact, it has become a leveling fund.

Third, because the securities company has become a leveling fund, it is required to maintain the stability of the market and the healthy development of the fund but not for the purpose of making profits, therefore, the cheap chips obtained when the market is excessively irrational and falling are transferred to Huijin, and Huijin will maintain and increase its value, which will not only allow the securities to obtain more channel funds in the future. And a virtuous circle will be formed: the central bank endorses to provide liquidity - securities to grab high-quality chips to protect the disk - transfer the chips to Huijin - Huijin to social security - the central bank to achieve transfer payment - state-owned funds to maintain and increase the value - the central bank has money again - the transfer of state-owned assets to social security has also completed the same thing, and then carry out the next cycle. Of course, when the market rises irrationally, Huijin can also be realized, which is a later story, but the preservation and appreciation of Huijin will definitely not cut the chips obtained, so it is obviously good for the stock market at present.

Fourth, it is a signal that strategic investors such as social security should complete the layout of the market and become stronger in an all-round way. Why not make such an announcement this weekend, sooner rather than later? The reason is very simple, in July, the social security took advantage of the stock market crash to enter the market in a big way, and it was disclosed that the social security had 46 new accounts, which had not been done for many years. Of course, the reason why social security entered the market on a large scale is not intentional, but the market is smashed out of rare opportunities by malicious shorting and excessive speculative shorting, which is definitely irrationally killed by investors. The admission of social security, on the one hand, to achieve a bailout; On the other hand, it is also to complete the strategic positioning.

Fifth, it is a prelude to the upcoming policy benefits. If nothing else, such an announcement is released now, and soon the pension fund will enter the market, the Shenzhen-Hong Kong Stock Connect will be launched, the mixed reform of state-owned enterprises and the RRR cut will be released. In this round of market, the dividends of state-owned enterprise reform, the national team, especially social security and pension funds, must be shared, which is inevitable. The commemoration of the victory in World War II in early September and the National Day in early October are the best times for the stock market to exert force.

Sixth, the announcement before the big rise, you can emphasize the direction of the market-oriented operation of the stock market, and the stock market will rise sharply after the announcement, not because of the bailout funds, but because of market behavior, so as to avoid giving people and the people to compete for profit, and avoid excessive intervention in the interpretation of the market.

Seventh, the rescue was successful. The ultimate goal of the bailout must be to continue the bull market, continue to provide a good environment for economic transformation, and ensure the successful launch of the registration system. From this point of view, the weekend announcement released a signal that the market will be stronger across the board, and it is likely that the national team will make the trend clear first, so as to form a good effect after the announcement.

The eighth is to let excessive or malicious short-selling funds die, so that the market can be stable for a long time. The stock market crash from mid-June to early July was directly related to the irrational over-investment dominated by the bear market mentality and the long-term formation of A-shares, coupled with malicious short-selling funds, which led to a sharp decline in the market, affecting the overall situation of China's reform, and paying the price of depreciating the RMB in order to save the market. Now that the stock market is beginning to stabilize and become stronger in an all-round way, malicious shorting and excessive shorting forces must be ready to make a comeback, and the point of their force is to wait for the country to withdraw from the bailout, and wait for the securities companies to withdraw, so find some royal media to spread the news of the withdrawal of securities companies all day long, and interpret all kinds of good news as withdrawals, which is also a misleading interpretation of the weekend announcement, which is the case. Now the announcement has made it clear that the securities company will not only not withdraw, but also deposit for a long time, which makes it impossible for those funds who always want to create "violent abnormal fluctuations in the market, which may cause systemic risks". These funds, which most investors hate and call "traitors" and junk funds, come from hedging funds, excessive speculative funds, private equity funds, and proprietary markets of certain institutions.

To sum up, no matter from which angle of analysis, we cannot conclude that "the state has stopped holding the market", but can draw the conclusion that it is positive for the heavy dà, which is a substantial medium and long-term positive for A-shares. Even the most conservative view, from uncertainty to certainty, is positive for equities. Therefore, because China's stock market is a non-efficient or semi-efficient market, the interpretation of a lot of information has been biased by the "crooked monk".

Most of these "crooked-mouthed monks" are level problems, but some of them are purely intentional and have ulterior motives due to the transfer of interests!

Since the establishment of our expected time point on July 8, the market has generally walked out of the box finishing pattern. Because the index is suppressed by short-selling funds, there is nothing prominent, but many individual stocks have doubled or even tripled, and opportunities have emerged.

As we said, there will be an opportunity to get rich after the stock market crash, and this opportunity is actually the result of the bull coming back in the bull market. Not only that, most stocks have used the stock crash fast beam to complete the adjustment of the second wave, and then quickly launched the third wave of attack, and the offensive is naturally fierce.

With so many opportunities to make money, there are still many people who moan and moan about bears all day long, and as a result, short-footers abound. As a result of the upper perimeter side washing, the chips are highly concentrated. Excessive bearishness or chasing up and down all day long is the main reason for missing the opportunity to double the money. At present, many investors continue to make this mistake.

Many individual stocks have risen rapidly, making it impossible for investors to catch up. As soon as the bearish remarks came out, I looked back and saw that the stocks sold could not catch up all the way, which is the characteristic of the recent market.

Yes, the market is structural, but this structure is eighty-two, and in fact, most individual stocks are rising. Only a few weights are suppressed by speculative short-selling forces, and these short-selling funds will also backhand upwards at any time when they cannot move downward. As for whether to close the position by smashing the market or closing the position directly, the result is the same for different evolutions.

The market already has the conditions to accelerate the upward attack, and then look at it when it breaks through 4500 points, since July 8, after the successful layout, keep up with the mainstream hot spots and firmly do long until now is the most bullish operation.

Don't be obsessed with the market all day long, like the first wave of rise, most people listen to the words of those who talk about the top and the high point all the way, and then the stock market crash rescued these bears and wall riders, so that the second round of the second round of the bull market can go on again.

How many more opportunities to double are waiting for you? If you miss the big third wave, you are destined to be hurt: you are going to be short, and 4500 points are already in sight.

It can be said that before any round of A-share market unfolds, there is a process of digging pits and smashing bloody chips, which is directly related to the immaturity of the market and excessive speculation.

Since the market rebounded at a low point on July 8, the overall trend of the market has been stable, but there is still a smash on July 27, but due to the national team's protection, the market is in danger. However, the funds of mainstream sectors such as leading brokerages have always been willing to smash the market and dig pits, which we have said earlier. It is precisely because of the funds to protect the disk that the digging process has not appeared. This gives investors hope that A-shares can finally mature once.

But the truth is still disappointing, the cruel digging trend has reappeared today, this trend is still through guò bearish rumors realized, so that the technical step back evolution broke the break position and began to dig. This kind of trend is also more after the emergence of stock index futures, such as the end of June 2010, before the National Day in 2010, and the end of May 2013.

Digging pits usually appears before the start of a major rising market, which has a great impact on the stable operation of the market. On the one hand, investors should pay attention to guarding against short-term risks, and on the other hand, they should see the essence of digging pits. The trend of the previous periods will also appear after this digging, and the result is a sharp fall and a sharp rise, and the protection disk has not changed the essence of the speculative market.

Technically, the market will complete the pit above the annual line, but it does not rule out a direct recovery of lost ground after July 27. Today's market decline, and the concept of mixed reform of state-owned enterprises has a direct relationship with the short-term flight of funds, but the concept of mixed reform of state-owned enterprises is obviously not over, technically at most tomorrow to adjust again, this concept will make a comeback, therefore, the essence of digging the pit is the process of smashing out bloody chips, is the speculative market to the strangulation of immature investors, is the manipulation that should be contained.

For the trend of digging pits, it is necessary to be precautionary, but there is no need to be overly pessimistic, there is no main rise without digging pits: it is likely that social security will come to the market later. After that, the good news spread. Veterans and experts like this kind of digging the most, because it often throws up rare opportunities to make money.

In addition to the above factors, Hong Kong's Hang Seng Index has also been continuously shorted, which has also affected the A-shares of Shanghai-Hong Kong connectivity. It seems that shorting will not die, and the gold protection disk will still have a long way to go.

On Wednesday, the market reversed in a V-shape, and on Thursday it rose and fell back to close in the negative, and the end of the panic reappeared, and the amount of energy began to shrink significantly.

The market fell in the afternoon, mainly related to the lack of investor confidence. In addition, it is also related to the delivery effect of the futures index and the main funds to retreat from the country and use bearish remarks to continue to induce meat cutting.

Technically, we have already analyzed it for investors, and the digging is expected to be completed by Friday. As long as the market does not break yesterday's low tomorrow, the low point of digging the pit will be clear, and it will be able to turn strong next Monday.

The current disk is changeable, and it is difficult to operate. This is the case with structural markets, especially in the digging phase, which is usually a big test of investor confidence.

Tomorrow, we will focus on the bank sector, and the current market needs to fill in the pit in time, otherwise the results of the early protection will be wasted. There are several reasons why you should focus on banks:

First, the technical adjustment is basically in place, and the conditions for the current inflection point to be strengthened.

Second, there is a strong expectation of RRR cuts over the weekend, which is good for this sector.

The third is that it is still necessary to protect the funds on Friday, and the banking sector will be twice the result with half the effort.

Fourth, after digging a pit, it is usually a weighted blue-chip start-up, and the start-up of the financial sector, especially the banking sector, will be the most conducive to recovering popularity.

Fifth, Huijin increased its holdings. The national team will not be trapped.

It can be seen from today's handicap that the banking sector has been tested for action, and it is worth looking forward to in the near future, especially tomorrow's table. For today's black line pullback, it is a repair of yesterday's sharp rise, no need to make a fuss.

If there is no digging pit, there is no main rise, and the shrinkage yin line callback is the obvious feature of digging pits: after continuous shrinkage, the amount will rise. Of course, it should be reminded that the market is currently locally differentiated, and there must be a sense of short-term stop loss and take profit, but this is not contradictory to the long-term strategy that conforms to the general trend of the bull market.

For this week's market downgrade, we still maintain the qualitative as a technical digging, and this Friday is basically completed, the technology is expected to carry out a large-scale rebound next week, and the annual line will become a strong support area for counterattack.