"According to the analysis of the number of buying lots in today's ChinaAMC A-share market, among the stocks suspected of having bailout funds, the amount of the corresponding large-scale selling session did not exceed 100 million yuan. www.biquge.info Even if there is obvious pressure on some individual stocks, the bailout funds choose to give up after a shot and do not continue to be hard against hard. For example, on PetroChina, which has a significant impact on the index, the funds suspected of bailing out the market only paid about 80 million yuan all day, which is not even as good as the amount of selling orders throughout the afternoon. It is precisely because of the downturn in PetroChina that the index did not rise sharply. Suffice it to say, this is a very clear signal: as the rumors say, bailout funds are indeed close to drying up. ”

Just as the author was about to press time, the regulatory department of Huaxia Securities issued another news restricting short selling, adjusting the time limit for margin trading from T+0 to T+1, which is an obvious signal to protect the disk. Based on the information from all parties in the market, I boldly put forward an assumption that the reason why such a signal is given now is to buy time for the next step of raising bailout funds. As you can imagine, despite the initial stabilization of the market, the investment performance is quite poor, because most of the bailout funds are halfway through the market, and it is almost impossible to get out of it in the short term. The precipitation of these funds is bound to bring performance troubles to various brokerages. Therefore, it is still unknown whether the next bailout funds will be raised and how much more needs to be raised. ”

"In order to verify the authenticity of this speculation, I specially contacted the chairman of a listed brokerage firm, and with his consent, had a conversation about whether the bailout funds would continue to be raised, and there is a corresponding audio recording at the end of the article. The chairman told me that he had not received any notice of another bailout in the near future. This means that, at least in the short term, the bailout can only be carried out with less than 10 billion funds. This undoubtedly brings uncertainty and risks to the current prospects of China's capital market. ”

Combined with the above inferences, the author boldly predicts that in the near future, the Chinese capital market will encounter a large range of market, which is likely to be a downward trend. If everything is according to the above analysis, then in the next wave of the market, it is not impossible for China's capital market to fall to 2500 points. ”

"2500 points, he still dares to think about it!"

Seeing the end of the article, Zhong Shi gasped and couldn't stop sneering, "Now it's 3,700 points, and it's down to 2,500 points, a full 1,200 points down, which is about the same as the market at the time of the last stock market crash." I don't know who wrote it, but it's certain that he was involved last time, and it seems that he didn't stop this weekend. ”

"Does anyone still believe this kind of foolish dreaming?"

Li Rong looked disdainful, pursed her lips, and threw the paper on her hand aside, "2500 points? Hehe, that's funny. ”

She is the only woman, and although she is usually cold-spoken, she is actually very assertive. The reason why she looks like a cold and glamorous queen on weekdays is to maintain her due image and coercion in front of her subordinates. After a few meetings with Zhong Shi and the others, her expression began to be rich, and she no longer had the cold appearance she used to have.

"The tone is very big, but I don't know if I have the ability."

Zhao Fei lifted the glasses on the bridge of his nose, and said with a rare humor, "There are so many people who talk big, I bet 100 yuan with you, and I see that his words can't be realized in the end." ”

"I'm not going to bet against you."

Wang Jintang laughed, "Isn't this giving you money?" I'm not that stupid. ”

"That's interesting."

Zhou Deping, the oldest in the audience, waved his hand, "Maybe he has some follow-up means, you must know that these few words alone can't convince those ghosts." I don't know if I'm suspicious, but I don't think the whole thing is that simple. ”

As soon as he spoke, several young people immediately put away their expressions and began to be silent.

Although the index target mentioned in the article is not realistic in their opinion, it does not mean that the article is not meritorious. In fact, the assessment of the current bailout funds in the article is very accurate, which is also a lingering cloud that has been lingering in everyone's hearts.

"Have we done the public opinion campaign for the past two days?"

As if sensing everyone's eyes towards him, Zhong Shi subconsciously coughed lightly and asked Li Rong, "It should be all done, right?" ”

"That's it!"

Li Rong nodded solemnly, flipped through the folder in front of her, and replied, "The establishment of the 'Reform Leading Group' by Huayuan and Huahai has attracted the attention of the market. Through this incident, the article published in the "Mass Daily" before that, "the top-level design is about to be introduced, and the reform of state-owned enterprises will be accelerated within the year" has also aroused heated discussions again. Over the weekend, some analysts believed that under the current grand strategy of the country, concept stocks such as shipping, ports, shipbuilding and even terminals will be born again. ”

At the same time, the latest management measures for the fund industry have also been promulgated, and the lower limit of public funds will be increased from 60% to 80%, which is 20 percentage points higher than the previous rules. Analysts expect that this move will bring at least 400 billion into the market. This news, along with the regulator's measure, will allow the market to rise by at least more than 100 points today. ”

In the end, Li Rong said with confidence.

"Okay, then let's get started!"

Zhong Shi raised his wrist and looked at his watch, the time was almost up, and he immediately announced the dismissal of the meeting and began to operate according to today's established strategy, "The mood of the market has been ignited, let's add another firewood to this fiery emotion!" ”

"But ......"

Just as he got up and was about to leave, Zhou Deping wiped his forehead and couldn't help asking, "Mr. Zhong, according to our analysis, even if we don't do it today, investors will flock to the market, and the index will rise." We don't have a lot of cash in our account right now, should we set aside some and wait for the right time to use it? ”

"Lao Zhou has a point!"

Zhao Fei thought about it for a while, and understood what Zhou Deping meant, "Since the momentum has been created, we only need to make a move at the right time, and leave the rest to the market, isn't it better?" ”

Although the other two did not speak, the expressions on their faces showed that they and the two of them were in the same mind.

"Do you think there's something wrong with my strategy?"

Zhong Shi's grinning expression disappeared, and after glancing around the faces of the four of them, he said slowly, "If I'm not mistaken, you all think so, right?" If you don't have any money on hand, you should spend it when it's right, not when the market is good. ”

The four of them didn't speak, they realized that Zhong Shi's mood was something wrong, and none of them wanted to touch their heads at this time.

"Let's talk about the new regulations in the fund industry first, do you think they will take action when this kind of good news comes out frequently?"

Seeing that the four of them didn't speak, Zhong Shi knew that he had guessed correctly, and immediately sighed and patiently explained, "I don't think any fund manager would be so stupid and choose to increase his position when the market is high." There should be a period of time for a 20 percentage point increase in positions, and I think everyone here knows very well that there is still a lot of uncertainty in the market outlook. So expecting them to increase their positions today is tantamount to a dream. ”

"Furthermore, let's talk about the reform of state-owned enterprises and the national policy of going overseas. You must know that when this policy was introduced, it had been widely increased by some institutions, even before the bull market, and they held positions according to long-term value, if you don't believe it, you can check the fund's holdings. Although they may have cashed out some of it at a high level, it also means that they still have some extremely cheap chips on hand, and they can borrow the corresponding chips from hand to short. ”

"So today the bears will inevitably fight back, although today will be an upward market, but at important junctures they will inevitably deploy heavy troops to stop the upward momentum. If my guess is correct, there will be a lot of money hoarded there around 3800 and 3900. Their purpose, in addition to suppressing the upward momentum of the market, is to drain our funds. You have to remember at all times that the target of the bears is always us. ”

"If with so much good news, it still can't make the market rush to 3,800 points or even more, then no amount of good news in the future will be a blank slate, and we will lose effective support from the government."

Because the people did not know the news of the exchange rate adjustment, Zhong Shi had to rack his brains to convince them, "The consequences of losing the support of the government are very serious for us." So anyway, we have to make a move today, and as much as we can, to push the index to a new level. And you should not forget that there are not many days left for the expiration of stock index futures this month, and in this case we try to leave the bears with nothing as much as possible. ”

"There is also the problem of funding, don't worry about it, you will have a clue soon."

Just by glancing at their expressions, Zhong Shi realized that they were going to use the funds again, so he immediately frowned, and after dropping such a sentence, he threw the door away, leaving only a few people looking at each other.

"He has a point."

After a long time, Zhou Deping was the first to speak, "Let's talk about the future in the future!" With that, he sighed and left the conference room first.

In fact, Zhou Deping has never understood why Zhong Shi has always avoided the issue of follow-up bailout funds. But soon he figured it out, maybe there was really no follow-up funds, maybe it was still talking, but no matter what, Zhong Shi himself couldn't decide on this matter.

Seeing Zhou Deping leaving, the others glanced at each other, shook their heads and left the conference room.

The market opened very smoothly on the 10th, and in the collective bidding stage, state-owned enterprise reform, financial stocks and other sectors were warmly sought after by large funds, and this sentiment naturally affected other sectors, so that soon the stocks opened high prices one after another, and the final index opened 3786 points, 42 points higher than the closing number of the previous trading day.

The move to open higher shows that today's market is quite good.

After the opening, the market was even more bullish all the way, more than 30 concept stocks set off a climax of buying, and funds from all walks of life poured in almost frantically, and soon there were companies with a daily limit. And in the sports sector, because of the relationship between the Winter Olympics and the Basketball World Cup, dozens of concept stocks have a one-word daily limit when they open directly.

At the same time, the military industrial enterprises that had excellent performance last Friday also had a good performance, continuing last week's strong performance, while driving other sectors to rise.

The fiery performance of the market soon gathered a lot of popularity, and the funds immediately spread to other related sectors after they could not chase the price limit, and the trading volume rose sharply.

In this case, the index naturally rose steadily, and within an hour of the opening of the market, it easily broke through 3800 points. To the surprise of Zhong Shi and others, the bears did not set up too many obstacles in this key position, perhaps because they saw that the market momentum was too strong, or maybe they had not had time to organize the defense line, in short, 3800 points were easily broken. (To be continued.) )