111. Talking about stocks (2)
After listening to Ye Zifeng's analysis, the entire conference room was silent, and only Ye Zifeng's clear voice was heard: "Now the Shanghai market is stubbornly defending 777 points and Shenergy is not breaking the 8.18 yuan defense line, which seems to have been successful, and left a double-bottom technical pattern on the K-line chart." But under this seemingly calm index, it is turbulent, and individual stocks have fallen beyond recognition. This kind of pain of tearing and cutting the market, they are deeply aware of the few stockholders sitting here, only earning the index and not making money, which is the true portrayal of the current stock market. ”
"Due to the continuous decline of individual stocks, in sharp contrast to Shenergy Energy's 8.18 yuan defense line, Shenergy Energy's share price is high and has formed a mutual traction with other stock prices. In a bull market, stock prices pull each other and are the penny stocks moving closer to the high-priced stocks, while in a bear market, it's the opposite, because of the price comparison effect, the high-priced stocks are closer to the penny stocks, because the stocks have weight. ”
Ye Zifeng continued to analyze: "Everything lies in sparseness, not blocking. Dayu is so, and now the same is true for the stock market, according to the situation, do not go against the trend, follow the trend, let the market find the bottom by itself, this is the way to survive the stock market. The trend cannot be changed, the change is only temporary, and over time, everything will return to the original trend. ”
"The ancients said: Man is the law of the earth, the earth is the law of the sky, the heaven is the law, and the Tao is the nature. It is a simple law of following the trend. Seek the laws of the market, guide the laws in the laws, and not try to change him. ”
"Finally, and most importantly, in the face of the huge stock price gap, will these institutions and funds that protect the disk still be able to strengthen their beliefs and stick to the 8.18 yuan defense line of Shenergy as they did at the beginning? Will the alliance of these institutions and funds eventually fall apart? Because the strength of these institutions and funds is not consistent, can some small institutions and funds withstand the losses caused by the decline of other stocks? ”
"Have you ever considered that if these institutions and funds that can not bear the pain of falling stocks begin to flee, it will be a domino phenomenon, from the disk, the trading volume of Shenergy Energy has begun to gradually expand in the past few days, which is a manifestation of the beginning of the flight of funds, if we still firmly believe that the rescue operation will be successful, in the end, the worst loser must be these people who think they can hold the Shanghai Index 777 points and 8.18 yuan defense line."
"Therefore, from the very beginning, these institutions and funds participating in the bailout are just to be able to untie themselves, not to launch a new round of market, which is doomed to the failure of this disk protection action."
Zhang Daqing listened, his face became more and more serious, the last point that Ye Zifeng said just now was also what he was most worried about. Only he knows that this disk protection alliance is just a loose alliance established by the industry under the will of the management.
Although Jun'an Securities successfully escaped from the top in this round of the market, but the proprietary market still maintains the bottom position, and now the bottom position has a large area of losses, although this loss is insignificant compared with its profit in this round of market, but it is also very deep.
Zhang Daqing knew that in this round of market, there were many institutions and funds that did not have time to escape, and they were deeply trapped in it.
Although the Shanghai Index 777 points and Shenergy 8.18 yuan defense line were not broken, the prices of other stocks did not rise, but continued to fall. Now there are a lot of institutions and funds that are starting to falter. This trend is already in the handicap.
"Could it be that this bailout operation was just abandoned? You must know that once you give up the protective disk, there will be a trampling incident, and even when the institutional funds are running away, the consequences are unimaginable. It would be a crash and then a crash." Unconsciously, Manager Du has admitted that this rescue operation will fail.
"Create hot spots, encircle Wei to save Zhao, and evacuate in an orderly manner." Faced with Manager Du's inquiry, Ye Zifeng said twelve words.
"How?" Zhang Daqing asked with concern.
Zhang Daqing listened to Ye Zifeng's analysis just now, and he was ready to give up protecting the disk in his heart. But in this way, Jun'an Securities, a top brokerage company in China, nakedly gave up the disk protection, he could not explain to the management, and it would also leave a notoriety in the market, which he Zhang Daqing could not afford. Therefore, he was very concerned about Ye Zifeng's plan of "creating hot spots, encircling Wei to save Zhao, and evacuating in an orderly manner".
"Some time ago, Su Sanshan's share price rose sharply due to false acquisitions. This reflects that mergers and acquisitions are an eternal topic in the financial market.
At present, there is a three-no sector in the Shanghai Stock Exchange, and they have no national shares, no human shares, and no foreign shares. Like the big and small flying, love to make, and extend the middle. If at this time, there is a case of acquisition through the secondary market in the three no-plates, the company's stock price will rise, which will drive the shares of the other three companies to rise, so as to form a plate effect, and these three companies are all local listed companies in Shanghai, which will surely drive the local stocks in Shanghai to strengthen, which will drive the entire stock market index up. When the stock market rises, the early disk protection funds can be withdrawn in an orderly manner. The market will choose its own trend direction and leave everything to the market, with no more human intervention. Render to God what is God's, and to Satan what is Satan's. and the market as it is".
Ye Zifeng threw his thoughts out. He didn't know that it was precisely because of what he just said that triggered the famous Baoyan acquisition war in the history of Huaxia Securities.
Later, when experts studied this period of securities history, they always believed that Baoan Company acquired Yanzhong shares in the secondary market due to the needs of its own development, but they did not know that there was still this secret.
But today's participants, a few years later, when Jun'an Securities fell apart, entered various fields of financial securities with this secret, and this secret story spread, only in these legends, and a variety of different versions were derived, but all versions will point to a mysterious figure in the acquisition of Baoyan, a god-like existence in the history of Huaxia Securities.
After Ye Zifeng finished speaking, the conference room was surprisingly quiet. Zhang Daqing and Manager Du glanced at each other, and they both saw a trace of shock in each other's eyes.
They closely followed the situation just after the rescue began, but as time went on, they became less and less confident in the bailout. Just a few days ago, Zhang Daqing recruited the elites of the investment department and the research department to deduce the bailout operation many times, but each deduction ended in failure, and it was a complete defeat, and the army was defeated like a mountain.
Everyone has reached a consensus in their hearts that they must withdraw from the useless action of bailing out the market in time. But I have never been able to find a good way to quit, and this idea is like a fish in my throat, but I can't say it clearly. Because it carries the will of the management and the expectations of the entire market, no brokerage or institution dares to be the first to stand up and say that it will withdraw from the bailout. Jun'an Securities didn't dare, and neither did he Zhang Daqing.
Now Ye Zifeng has proposed an appropriate way, this way of advancing and retreating, not only can take care of emotions and faces at all levels, but the important thing is that Jun'an Securities can retreat in this rescue operation.
Zhang Daqing and Manager Du understood the meaning in each other's eyes, and Manager Song wisely announced the end of the discussion, thanking everyone for their valuable opinions and suggestions.
After the symposium, Manager Wang of the Human Resources Department of the headquarters announced the personnel appointment, and Manager Song, the former manager of the Hongli Sales Department, was transferred to the company's headquarters, and his position was taken over by Manager Xu, and the personnel appointment took effect immediately. Manager Song has waited so long and can finally take office.
When everyone was about to congratulate Manager Song and Manager Xu, they found that Zhang Daqing had been sitting there silent, and those who were familiar with him knew that as long as Zhang Daqing stared at something and was silent, he would make a major decision.
"Manager Wang, Luo Qingxue has been appointed as the president's investment advisor and the manager of the Hongli business office, effective immediately." Zhang Daqing suddenly announced that the appointment was a surprise and apparently a temporary decision.
Many people were surprised, but there were also smart people who quickly understood the meaning of this appointment. Among them was Manager Du, when he heard this appointment, he exhaled a long breath, he knew that Zhang Daqing had finally made up his mind to withdraw from this hopeless rescue operation, and the appointment of Luo Qingxue as the investment consultant and manager of the Hongli business office was to strengthen the connection with Ye Zifeng, hoping to get Ye Zifeng's suggestions and ideas in time, and pave the way for the follow-up exit.