Chapter 179: The Market of 'Scattered Spirits'

"This limit is so clean!"

Xu Shen stared at the Shanghai trade has completely blocked the price limit of the plate, and sighed: "Although the board was closed before the closing, but in terms of the strength and intensity of the capital on the board, it is still the strongest one in the entire abnormal 'Shanghai local stocks' plate, and with the continuous fermentation of relevant news, the probability will be stronger and stronger." ”

He was still wondering which stock the market would choose as a breakthrough for the entire sector.

Right now...... It's basically clear.

From the perspective of pure speculation, the current market and the overall market value of the Shanghai Stock Exchange are quite appropriate, but they are only conceptually ...... He used to think that the direction that market funds most identified with in the speculation of the 'Shanghai local stocks' sector should be the financial field, so he ignored this stock, and now it is not necessarily the case.

"It seems that the main direction of the good should be a wide range, not just the financial sector." After pondering for a moment, Xu Shen said secretly, "And judging from the reaction of the market...... There are a lot of people who vaguely get the news. ”

In today's market, the entire sector of 'Shanghai local stocks' has seen much more inflows than he expected.

And the strength of all kinds of funds to raise funds is also beyond his expectations.

This proves that the news he heard is not simple, and it is not simple, and it is ...... There is a high probability that it can produce a continuous mainline market.

"How? How many chips were bought. ”

Seeing that the time had reached the last trading session at 2:57, Xu Shen turned to Zhou Kan and asked.

Zhou Kan replied: "A total of 530 million chips have been bought, and at this speed of opening a position, we have to put all the 2 billion funds into it, I'm afraid it will take at least a week." ”

"And ......"

Zhou Kan paused, and said: "If the follow-up market news continues to ferment, and the funds for follow-up on the disk are further increased, I am afraid that the time to build a position will be extended." ”

"A week or so?" When Xu Shen heard this, he frowned.

Judging from the performance of today's market movements, he estimates that it should not be too long before the official announcement of the good news, which means that they will most likely not have more than a week to open a position.

"We have to speed up the pace of opening positions." After pondering for a moment, Xu Shen said, "Since the idea of this main line of investment has been determined, there is no need to think too much about the cost of building a position...... No matter what the cost of buying, you should be able to make money. ”

"Okay." Zhou Kan responded and wrote down the words.

While the two were talking, the time was already fixed at 3 o'clock in the afternoon, and the two markets ushered in the closing.

I saw that after a day of market trading, in the end, due to the overall ebb and flow of the core popular concept plate of the ChiNext index and its related popular stocks, the ChiNext index closed down 2.13%, fixed at 1219.36 points, and the Shanghai Composite Index closed down 0.78%, and the overall investment sentiment of the two cities fell further than the previous trading day.

In the midst of the index closing down across the board......

The hot spots in the two markets are extremely scattered, and only the 'Shanghai local stocks' sector has a slight performance, which has created a certain concentrated money-making effect throughout the day.

Others, either high and falling, or low opening and low, all-round killing.

Among them, as a strong 'big finance' sector in the morning, it fell back in the afternoon, and many core weighted stocks left a long upper shadow line, only Shanghai Pudong Development Bank, out of a relatively independent market, rose about 6%, leading the entire 'big finance' sector, and a large volume, with a turnover of nearly 2 billion.

"The gem fell sharply again, and the Shanghai Ganglian fell for the second time, has the index peaked?"

Seeing such a closing pattern of the two markets, many retail investors in the market who were slaughtered again, many people raised questions.

"Hey, every time it's like this, just chase it, three trading days, the GEM fell by nearly 100 points, this is what the major analysts of the institutions call 'the new trend of the market'?"

"Huh...... Institutional Analyst? We all know that these people are typical of the opposite. ”

"Last week, many institutions shouted 'the return of the bull market', and as a result, the market began to plummet and bearish, which was really loud in the face."

"Is it really a fool to take over? Amazing...... These institutional analysts are so unconscionable. ”

"I know that what 'bull market', 'new economy', 'new wind direction' or something must be a lie, but it's okay...... This time I held back and did not increase my position. ”

"Hey, why didn't I hold back my hand today?"

"The GEM fell below the 20-day line today, and I feel that the upward trend is really broken, and this wave will go down...... I don't know where the bottom is, the key is that I owe it very much, and today I also took over the Shanghai Steel Union. ”

"Judging from the morning market, I originally thought it would rise today, but how do you know ......"

"It's all to blame for the main funds in the market blindly pulling the 'big finance' sector, which has caused the siphon effect of the entire market funds and directly brought about the collapse of the GEM."

"Yes, I don't understand, why are the funds attacking these big guys?"

"If you directly pull the Shanghai Ganglian to the daily limit, give a counter-package expectation, today's trend, will it be so bleak? Popularity must have been alive for a long time. ”

"Who knows? It should be the institution to save itself! ”

"It doesn't look like it, you look at the Shanghai Pudong Development Bank, there is too much inflow of funds today, and the institution saves itself, shouldn't it be this kind of rescue?"

"Whether it's or not, anyway, these big guys are a cancer for the illiquid market at the moment."

"Yes, with the current market liquidity, it is simply not possible to support the continuous rise of 'big finance', in fact...... Today's market movement also proves this. ”

"When a whale rises, everything declines!"

"The current 'big finance' can't drive the market sentiment at all, after all, no one should still have the luxury of a comprehensive bull market in the market, right?"

In the discussion where everyone questioned and complained......

The main institutions and market capital groups of all parties obviously have different views on today's market trend.

"Today's trend of the market has shown that the internal chip structure of the GEM has been completely loosened, and there is no subsequent adjustment of one or two months, so it is impossible to slow down, right?"

"I think so, too, and ...... There is a high probability that the market will not be hyped around a series of 'pan-mobile Internet' fields such as 'Internet finance', 'mobile games', 'wearable devices', 'online video', etc., and there will definitely be new directions. ”

"New direction, 'big finance'?"

"Today's 'big finance' has indeed moved, and there are a lot of funds entering, including several over-falling small-cap financial concept stocks, and the price limit, but I think this direction is problematic, after all, the market is now lacking liquidity, and it can't support such a large sector of the market."

"The current market liquidity really can't support the riot of the entire financial sector, but I think ...... If there is indeed a blockbuster stimulus in the direction of the regulator and even the high-level in the future, then even if it cannot leverage the entire large financial sector, there should still be a local market, or a hype market of related concept stocks. ”

"To be honest, today's market of the whole 'big finance' sector is a set of people trending up and down, although it has moved, but it can't be said to be strong, but it is the port shipping, logistics trade and real estate sector that came after in the afternoon, some of which are relatively two-eyed, such as Shanghai-Hong Kong Group, Shanghai Trade...... Walked beautifully today, felt funded, deliberately attacking these stocks......"

"Hey, that's true!"

"Guys, didn't you notice? Although the hot spots in the entire market today are very scattered, giving people the feeling that the direction of various capital attacks is chaotic and there is no direction, but in fact, it ...... If you look closely, today's performance is relatively strong, significantly outperforming the index, and the stocks with more capital inflows basically have a common characteristic! ”

"What characteristics?"

"Among the stocks that are moving today, such as Shanghai Pudong Development Bank, Shanghai Trade and Trade, Shanghai-Hong Kong Group, Lujiazui, Oriental Venture, Jielong Industrial, Waigaoqiao...... These all have a common attribute, that is, 'Shanghai local stocks'! ”

", I didn't pay attention to it before, but now after you reminded me like this, I found out that it's true!"

"That must be a good thing, right?"

"In a word, to summarize today's market trend, that is, 'scattered and dispersed', on the surface, all kinds of funds are indeed attacking everywhere, without purpose, and there is no sustained hot spot, but in essence, the overall flow of funds in today's market is in one direction, that is, the concept of 'Shanghai local stocks'."

"Shanghai Local Stock Concept? What kind of thing is this? ”

"Could it be that the market rumors are true, and there are indeed any major economic preferential policies or tax policies introduced in Shanghai?"

"I don't know, but in the current market, there are indeed many institutions that are spreading it."

"I don't know the exact information, everyone started to scramble indiscriminately, all the way around?"

"As long as there is an expectation, it doesn't matter what is good for it."

"Yes, the current market lacks hot spots, as long as the favorable expectation is there, there is no fear that no one will take over, and looking at today's market performance, many institutions should be involved, right? This proves that the next country will not only be good for the Shanghai market, but also a big benefit. ”

"It is expected to be there, but it is not easy to speculate according to the attribute of 'Shanghai local', after all, according to the geographical division of listed companies, the enterprises registered and listed in Shanghai are the most in the entire market, accounting for almost 200 stocks, which will be 200 stocks are speculated, and the pressure of its pull is simply greater than pulling the" big finance ".

"There are almost 200 stocks, and it is definitely impossible to speculate."

"Look at the stocks with the highest capital activity, the strongest trend, and the strongest market capital, after all, our A-share market is a policy market and news market, if there is really any blockbuster good news to be released next, some core stocks will definitely move one after another and continue to strengthen."

"Well, that makes sense......"

"If you look at it from this direction, today's Shanghai-Hong Kong Group and Shanghai Stock Trade Checks should be the most beautiful, and the trend of Shanghai Pudong Development Bank is also very beautiful, but the plate is already a super big man of 100 billion yuan, there is no elasticity, and it is only suitable for large capital institutions that pay attention to liquidity."

"The plate of Shanghai-Hong Kong Group is not small, more than 30 billion."

"I think the best form today should be the Shanghai Stock Exchange, this check...... If you can ride the wind next, I'm afraid the space will not be small. ”

"Indeed, today's price limit of Shanghai Trade is too clean and neat."

"It's today's check, the change of hands is insufficient, and it's only the first price limit, there is no data to support it, I don't know which share of funds it entered."

"Look at tomorrow, if the market has expectations for this check, it shouldn't be bad to open tomorrow."

"Hopefully, I hope to get out of a check and quickly bring the rhythm of the market up, otherwise...... If it falls like this again, since June 25, the mood that has finally warmed up will be wasted again. ”

"Yes, the Shanghai Ganglian fell, the market failed to switch between high and low, there was no hot plate to undertake the mood, the last three trading days, it is really a loss of money effect stacked, the next ...... If you don't bring out the concept of being able to make money continuously, the new funds that have entered in the past two months should really run again, and then the liquidity of the entire market will dry up again, and I am afraid that the market will be more difficult to do than now, hey...... The money I earned in a month was lost back to me in three days, it's difficult, it's difficult! ”

Online and offline, in countless group discussions among major institutions and major institutions......

At this moment, many people are still frantically mobilizing money and connections, from various information channels, inquiring about various news about the 'Shanghai economic policy is good' in the market rumors, and want to know more exactly the specific direction of the possible good news, and which stocks will be specifically good.

And in the midst of this......

As the director of the intelligence department within 'Yuhang Investment', Lin Antu also heard some news.

"You said that the country is likely to prepare a new special economic zone pilot in Shanghai?" Su Yu stared at Lin Antu with a smile, although he already knew in his heart that at this time, the relevant news of the 'Shanghai Free Trade Zone' must have begun to circulate through well-informed people, but he still couldn't help but be surprised by Lin Antu's news channel, "Where did you hear about it?" The pilot of the special economic zone is not a trivial matter, and there is an example of the Shenzhen market in front of it, so it seems that there is no need to do another one, right? ”

"Yes...... It was said by a friend of mine who works at Guangda Securities. Lin Antu replied, "And he, I also heard their general manager mention that it seems to be the news from Yanjing, there should be no mistake, he said that their investment strategy trading department has been making every effort to lay out this matter." ”

"Of course ......"

Lin Antu paused and said with a smile: "For this news, the price spent is not small. ”

"Guangda Securities......" Su Yu muttered.

A flash of light suddenly flashed in his mind, remembering a major operation of this securities company in the A-share market in August this year, that is, this month, he smiled and said: "The investment strategy trading department is already the core department of the proprietary investment department of the securities company, this is the ...... There is some credibility to it. ”

"I think so." Lin Antu nodded, "Although it is second-hand news, but like this kind of news, usually the top will blow the wind below in advance, and the credibility must still be there, and he said that their department is laying out positions in this regard, which can mutually confirm the credibility of this news, after all, the positions of public funds are basically disclosed in a timely manner, and it is easy to verify." ”

"Good!" Su Yu responded, "You continue to pay attention to the news in this regard, and if there is any new situation, report it again." ”

Lin Antu continued to nod, and when he left the office, he hesitated, and when he saw that Su Yu was calm, he seemed to have expected it, and couldn't help asking, "Has Su always heard about this a long time ago?" ”

Su Yu smiled and replied: "I can't say that I have heard about this matter a long time ago, but I just guessed it according to the capital changes in the market." ”

"No wonder!" Lin Antu was stunned.

"Don't overthink it." Su Yu saw that he looked slightly depressed, knowing that he was probably blaming himself for not digging the information in time and wasting the company's money in vain, he couldn't help but comfort, "This news of yours is still very useful to me, and the establishment of the information line of the internal investment strategy trading department of Guangda Securities will be ...... for us in the future." It is also very useful. ”

"Thank you Mr. Su for the compliment." Lin Antu thanked him, and then exited the office.

Su Yu looked at the back of the other party's departure, thought about the past of Guangda Securities, a domestic second-rate brokerage company, and its profound state-owned background, and already had another idea in his heart.

What he said to Lin Antu just now, 'This information is still very useful to me', does not refer to the matter of 'Shanghai Free Trade Zone', after all, this matter is ...... The overall progress of the fund's position building has been completed, and there is not much he can do except wait.

It refers to the big operation of Guangda Securities in the current August, which is about to be made in the A-share market.

This is a great way to do it......

According to the memory in Su Yu's mind, as well as the subsequent records of the entire domestic securities and financial history, it was called the 'Guangda Oolong Finger' incident by the majority of investors in the market.

This incident can basically be said to be a dark history in the history of A-share trading.

Although its impact on the domestic financial market is far less than that of the famous '315 treasury bonds' incident, its level of blood and nonsense is simply exceeded.

Of course, standing at the point in time when the event is about to happen.

Su Yu is not half interested in the reasons for this incident, and even the causes and consequences, he cares about only one point, in this incident, for small and medium-sized funds, there are huge speculative profiteering opportunities.

The fund's position has been filled, and at this time slot, he will not easily adjust his position.

However, his personal fund trading account, due to the need to maintain a completely staggered investment with the fund account, after withdrawing from Huake Jincai, in the last few trading days, there is really no position at all, a total of more than 33 million funds, still quietly lying in the account to eat ashes.

Now, the opportunity has come.