Chapter 98: Idling a lot

Tuesday, November 25, fine.

At the morning analysis meeting of the Huairen Business Department of Sun Securities, He Dehua's face was particularly gloomy.

Yesterday, He Dehua still insisted on bullish on the market, but he didn't expect the market to continue to fall, once again hitting his prediction into a comminuted fracture.

Since Qi Fei resumed his job as a securities analyst and began to fight with Mr. He, Mr. He's supporters have shrunk by more than one almost every day, from 11 at the beginning to seven yesterday. And Qi Fei's supporters have risen from the initial 4 to yesterday's 8, which has already passed him.

"The market is really not good, I can't watch it anymore, otherwise I will become a dead bull, and my supporters will be fewer and fewer!"

He Dehua sighed in his heart, then squeezed out a smile, and made a sudden turn to his bullish view: "In the past few days, I have been bullish on the A-share market, but people are not as good as heaven, and there are suddenly many negative factors in the market, resulting in some deviations between my forecast and the market trend." Based on the latest market factors, from today, I am starting to be bearish on the market. In my opinion, the market will take the opportunity to carry out a double bottom, and the lower test point should be between 175o and 185o points. ”

Speaking of this, He Dehua glanced at Qi Fei, but now Qi Fei was looking at him with a smile, and the mockery in his smile was very strong: "Deputy Manager He, you finally can't hold it anymore?" Are you going to surrender to me and decide to follow my point of view? ”

Hearing this, He Dehua suddenly felt a surge of anger gushing out from the bottom of his heart, and he wanted to smash a fist on Qi Fei's face.

For some reason, after Qi Fei returned to the company as an analyst, He Dehua didn't like him. However, in judging the trend of the market, he lost to Qi Fei every time, which made He Dehua puzzled and angry, and did not understand why Qi Fei's judgment of the market became so powerful after he worked as a cleaner for more than half a year.

If He Dehua knew that this was the crystallization of the collective wisdom of Qi Fei, Ding Xu, and the miracle group, he might feel better. Unfortunately, he didn't know the truth, so a great sense of frustration always stayed with him.

But then again, if He Dehua knew that he was hiding behind the scenes with a college student who had just learned to trade stocks for a short time, I am afraid that his frustration would be even stricter.

"Qi Fei, this is a meeting, not a place for jokes!" He Dehua blushed, said coldly, and then forcibly turned his head, no longer looked at Qi Fei, and began to explain to analysts why he changed his opinion.

He Dehua's explanation is also reasonable and well-founded.

Yesterday's bearishness mainly came from three aspects.

First, the recent continuous decline in the peripheral stock market, especially the US stock market, has continued to plummet, hitting a new low in five years, which has caused a large drag on the Asia-Pacific stock market. China's stock market has always kept up with the fall, and it is inevitable that it will fall.

Second, the recent impact of the lifting of the ban is greater, such as the continuous fall of Haitong Securities, which has affected the entire brokerage sector, and continued to adjust in November.

Third, after nearly two months of cessation, the refinancing gate has reopened. For example, China Merchants Real Estate has issued an announcement on the increase in financing scale of about 6o. This news affected the entire real estate sector, which in turn dragged down the market,

In a bull market, due to active funds, financing methods such as new shares are acceptable and resolved by the market. But in the current weak market, the market has not yet gotten better, and it is still in a state of blood transfusion with all kinds of benefits. In this situation where the market needs to be carefully cared for, the refinancing method to start pumping blood again is undoubtedly a big downside, and it also makes investors feel hopeless and unconfident.

After all, refinancing such as increasing is often a test of the waters of the IPO, the old big and small non-problems have not been solved, and now they have to start creating new big and small problems, it is very normal for funds and institutions to have worries, and it is normal for the market to fall.

Because of this, the market shrank yesterday. On the surface, it seems that the interest rate cut has not been realized, but in essence, it is because of the above three reasons.

From the daily trading volume of **10 billion in the early stage, it has suddenly shrunk to 5.6 billion trading volume, which shows the hesitation and worry of funds.

Therefore, He Dehua believes that the market still needs a large volume drop to fully release the pressure brought by these bearishness.

After listening to He Dehua's remarks, Qi Fei smiled, lit a cigarette, and said slowly: "Since it is a ring, you have to turn more empty, then I have to idle more." Otherwise, this ring will not be fought. ”

"Do you see more?" He Dehua was overjoyed when he heard this, and stared at Qi Fei deadly.

"That's right, I'm starting to look long." Qi Fei looked at He Dehua and said with a smile, "The negative things you said do exist, but the recent decline in the market has fully reflected these negative effects. But there are some benefits that you can't see or understand, which can only show that you are too short-sighted. ”

Maybe every time he saw He Dehua, it would make Qi Fei think of the possibility that he was cheated by He Dehua when he was trading last year, so he couldn't help but look for an opportunity to taunt him and hit him, so that he couldn't sit comfortably in the position of vice president.

After all, if it weren't for the pit incident, the position of this vice president would have been Qi Fei.

Fortunately, he has now recovered his free body, and he can even consider jumping to other securities companies, so he has no fear of He Dehua at all, and simply holds the mentality of "going to work for a day and torturing He Dehua for a day", and ridicules He Dehua to his heart's content, which can be regarded as a breath for himself.

Just when discussing in the miracle group last night, Ding Xu also thought that this round of adjustments in the market was almost over, and he could enter the market to sweep the goods. Therefore, Qi Fei did not hesitate to choose to believe Ding Xu's point of view, and today he followed Qi Fei's words and came to an idle turn.

"What's the benefit?" He Dehua sneered.

"There are many positives, but what I am most concerned about is the favorable policy, that is, the supporting measures for the 4 trillion investment, and the follow-up progress. The latest figures show that the total amount of investment plans launched by local governments has reached 1o trillion! ”

Qi Fei spat out a smoke ring and said softly, "The National Economic Work Conference will also be held in the near future, and the market is generally expected to introduce more policies to stimulate the economy, such as fuel tax reform, a new round of interest rate cuts and reserve ratio cuts, as well as capital injection by central enterprises, the integration of local state-owned enterprises is expected, and some macroeconomic measures continue to be introduced." ”

When He Dehua heard this, he couldn't help but sneer again: "Ha, ridiculous! 1o trillion is just some plans in various places, it is difficult to say whether they can be implemented, it is likely to make trouble in the end, that is, it will be dry thunder and not rain! As for the interest rate cut and reserve cuts, this weekend has already been missed, and you are still expecting the next weekend? It's all groundless, flashy! ”

"Stop arguing." Manager Chen Zhengqiu, who had been listening attentively, suddenly interjected, "Qi Fei, what is your conclusion?" ”

"Last week, the Shanghai Composite Index had three lows, 1889 points, 1883 points and 1893 points, and yesterday there was a low point of 1893 points again, between 188o points and 2ooo points is enough support, every time the market falls to this position, there are funds to scramble, so how can it not fall."

Qi Fei took a puff of his cigarette, and while recalling the opinions that Ding Xu said yesterday, he replied slowly, "Why can't you fall?" It is because the market expects that more economic stimulus policies will be introduced, so it is unwilling to hit the stock price too low, so that the short capital picks up the cheap. Therefore, I think the adjustment has basically been in place, and it is estimated that after a small shock for a day or two, this wave of adjustment will be over, and the short position can be considered to enter the market today. ”

Although Qi Fei and He Dehua exchanged views, in this morning analysis meeting, the number of analysts supporting Qi Fei rose to 9, and the number of analysts supporting He Dehua was only 6.

"These bastards, we'll see!" He Dehua felt that his authority in the company had dropped so much that his lungs were about to explode for a while, but he could only endure it.

…………………………

(I wanted to write a chapter tonight "The bull market is long-term, the bear market is short-term", but the previous one is long, and some points have been considered, so let's write this chapter tomorrow morning.) Remind everyone that the current market is expanding in depth, and I personally feel that the Shanghai Index is going to challenge the high before 2444 points, so try to cover the stocks, don't move, and let the profits run. I'll explain this in detail tomorrow morning's chapter. )

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