"Brother-in-law, no one should have thought that there would be this benefit in advance, right?" When Gu Chijiang was angry and depressed, Mu Yao, who was sitting next to him, said, "Although we didn't catch this train, Director Hao's judgment on the investment direction of 'liquor dilemma reversal' is still correct. ”

"Outperforming the CSI 300 Index and the broader market, this is what you are pursuing?" Gu Chijiang glanced at the brother-in-law in front of him, and said angrily, "Do you know the performance of the person who beat you last time, the fund he is in charge of?" Before the net value of the fund was completely closed, the net value of the fund had doubled in one month. ”

"And ......"

"Don't follow Hao Wei's nephew Liu Ze, fooling around in bars and nights all day long, learn more things by yourself, don't be embarrassed and conspicuous outside all day long, you lose not only my face, but also your sister's."

"Originally, I thought that this surnamed Hao had been in the business department of CEFC Securities for so many years, and he should have some skills, but I didn't expect it...... It's still useless. ”

"Is my brother-in-law planning to let him go?" Mu Yao was reprimanded and asked in a low voice.

Gu Chijiang put down the teacup and said coldly: "Since I don't have the ability to bring me profits, then why should I keep him?" The company has always been ...... Don't raise idlers! ”

When Mu Yao heard this, he was also very frightened in his heart.

"I think the main line of the 'Shanghai Free Trade Zone' should not be speculated for a long time, after all, the Shanghai market has been hyped in advance, and it has risen by almost 50%." After a pause, Mu Yao said, "Brother-in-law, the liquor sector is not without a future, the valuation of Qianzhou Moutai is really ridiculously low." ”

However, he had just finished speaking......

On the financial information website that Gu Chijiang paid attention to, another blockbuster news popped up.

The content of the news is a blockbuster red-headed document of 'anti-corruption and clean government, and further control the consumption of the three publics', and the direct negative spearhead of this document is directly aimed at the liquor sector.

Seeing this, Gu Chijiang's anger, which could still be vaguely suppressed, instantly exploded in an all-round way.

He slammed the teacup, glanced at Mu Yao, who was annoying him, and shouted directly: "Get out, how far is it for Lao Tzu, and ...... Let Liu Ze's kid get out of me immediately, Lao Tzu will be annoyed when he looks at it. ”

Mu Yao looked at his angry face, startled, and didn't dare to touch his anger, so he stood up and walked out.

Gu Chijiang looked at Mu Yao who was leaving, turned his head, and roared angrily again, 'Hao Wei came to misunderstand me', and immediately called the company's personnel, preparing to get this person away.

Of course, the Hao uncle and nephew at this moment did not know that they had been opened by the new owner.

I don't know that Gu Chijiang is ready to fall into the ground, blame them all for the loss of the fund's net value, and let them take on the anger of Pengyuan Real Estate and the loss of the Ning family's assets.

And this moment......

Su Yu saw that the state had further tightened the documents for the consumption of the three public in the anti-corruption campaign, and remembered the nail he had buried for Jingda Investment with 'Jincheng Fenjiu', and he was still very happy.

In the A-share market, if there are no good stocks, they must rise, and they must maintain high valuations.

When market expectations and sentiment have not reversed, and a new cycle has not arrived, no matter how low the valuation is, it is not the bottom.

The liquor sector, at this time, is indeed low enough.

'Qianzhou Moutai' and 'Jincheng Fenjiu' are indeed excellent enterprises and excellent business models.

However, instead of changing in a good direction, future expectations are still deteriorating, and a valuation of 10 times can also fall to 9 times or 8 times, becoming a real low valuation trap.

And there is no absolute patience and determination......

It will be very difficult to get up from this pit.

Of course, the negative news of 'further tightening of consumption in the three publics' for specific sectors is hidden in the good news of the 'Shanghai Free Trade Zone', and not many people pay attention to it.

The overall market, the overall investment sentiment and expectations for the future of the market.

At this moment, it remains high-pitched and excited.

And in the evening, late at night, the trend of the peripheral market also rarely opened high and went high, as if adding fuel to the fire, further stimulating the mood of the entire market.

The next day, in this extremely high-pitched and excited mood.

In the hearts of the majority of investors, the 'idea disk' has been limited, and the two cities ushered in a new round of opening trading.

At 9:15 a.m., the call auction between the two cities began.

The entire "Shanghai local" sector, more than 160 stocks, in the "Shanghai Free Trade Zone" directly stimulated, all opened high, none fell, among them, such as Shanghai trade, Shanghai Hong Kong Group, Lujiazui, Pudong Jinqiao, Jinjiang Investment, Jinshan Development, Oriental Ventures, Huamao Logistics, Shanghai Sanmao, Shanghai Ganglian and other more than 10 core concept stocks, all one word limit, sealed orders are more than 200,000 hands, and even hundreds of billions of circulating Shanghai Pudong Development Bank, are more than 7 points higher.

In addition to the 'Shanghai local' sector, there are nearly 2,000 stocks in the two markets.

Boosted by the 'Shanghai Free Trade Zone', the number of red plates has also exceeded 80%, and the sentiment of the call auction is quite good.

Of course, there are exceptions in the overall hot call auction landscape.

For example, the liquor sector that is bearish is directly contrarian and low, and its core stocks, such as 'Jincheng Fenjiu', 'Qianzhou Moutai', 'Wuliangye', 'Luzhou Laojiao', etc., have opened 2% to 5% lower.

9:16, 9:17, 9:18......

With the passage of time of the call auction, all kinds of incremental funds outside the market have gathered more and more to the twenty or thirty core concept stocks of the first and second echelons of the 'Shanghai Free Trade Zone'.

At 9:20, the time entered the real call auction.

The number of stocks with a one-word limit has not decreased, but is still rising.

After seeing that it is obvious that the core concept stocks cannot be bought, the paths of various funds have begun to spread to marginal stocks that are not so pure in concept, but can still be linked to the 'Shanghai Free Trade Zone', and want to use this great benefit to speculate on profits as quickly as possible.

At the same time, many small-cap stocks with extremely poor liquidity.

At this moment, its collective bidding disk has also begun to be active, and the bookmakers have the purpose of "mixing pearls", and want to take advantage of the hot spot of the "Shanghai Free Trade Zone" to attract not so smart, or relatively greedy retail investors, large investors, and tourists, to follow the trend and chase in, help themselves carry the sedan chair, or solve the problem for themselves.

In short, both on and off the field.

All kinds of funds and investors from all walks of life, under this great benefit, have different motives and do different operational strategies.

At 9:25, the call auction ended, and the two markets ushered in a short cooling-off period before the official transaction.

I saw that the Shanghai Composite Index opened 1.1% higher, the Shenzhen Composite Index opened 0.89% higher, the ChiNext Index opened 0.57% higher, and 75% of the stocks in the two cities were in the red, which is a fairly good opening situation.

In terms of sectors, ports and logistics were in the first echelon, with an increase of more than 1.8%; Real estate and trade are in the second echelon, with an increase of more than 1.5%; Finance and shipping were in the third echelon, with increases of more than 1.1%; Other major industry sectors are lower than the Shanghai Composite Index gains; Affected by the drag of the liquor sector, the entire beverage manufacturing industry sector ranked last, becoming the only contrarian sector in the two cities.

In terms of popular stocks......

Shanghai Trade Zone, Shanghai Hong Kong Group, Lujiazui, Pudong Jinqiao, Jinjiang Investment, Jinshan Development, Oriental Venture, Huamao Logistics, Shanghai Ganglian, Shanghai Sanmao and other more than 10 core concept stocks of the "Shanghai Free Trade Zone" maintain a one-word limit.

Qianzhou Moutai and Jincheng Fenjiu, these two stocks that have soared in popularity because of the sudden negative impact on the liquor sector.

They have opened more than 3 points lower, and the volume of call auction has exploded sharply, and the market sentiment is extremely poor.

Hua Qingbao, Changqu Technology, Fenda Technology, Tianyu Information, Huake Jincai, which were relatively strong yesterday's leading stocks in the early stage of the GEM, rebounded sharply yesterday, and even after the limit, today's opening scene is not very ideal, only 0.3% to 1% higher, and the entire set bidding stage, the strength of the capital attack is not strong, and the undertaking force is limited, as if the whole market was short-lived, and was forgotten by the market.

Of course, this also illustrates the core concept stocks related to the 'Shanghai Free Trade Zone'.

The siphoning effect of funds on the market is too strong, which directly leads to other sectors and stocks that are not strong in terms of prominence and expectations, and it is difficult to attract strong undertaking funds.

And this will also lead to the situation of the entire two cities, which is difficult to continue.

"The performance of this collective auction is ......" Su Yu stared at the fixed index and the overall opening scene of the two cities, and complained, "The entire 'Shanghai local stocks' sector, 21 stocks have a one-word limit, and the funds are piled up on the sealed orders, totaling more than 12 billion, the siphon effect of funds is too strong, and such a huge amount of active funds are missing. ”

The market performance in a bear market is often a 'spillover or loss' situation.

After all, in the case of the overall confidence of the market and the lack of incremental funds, a popular mainline market that occupies too much active liquidity in the market will inevitably cause a siphon effect of funds and lead to blood loss in other sectors.

"But it shouldn't be too risky, right?" Li Meng answered.

Su Yu nodded and replied: "Most of them are shocks, and there are a lot of funds that can't buy the core stock chips of the 'Shanghai Free Trade Zone'. ”

"Hmm!" Li Meng responded, "But for the main line of 'Shanghai Free Trade Zone', today is a general rise situation." ”

Su Yu smiled and said: "This is natural, such a big benefit, if these relatively pure concept stocks can't even adhere to one board, then it's really a problem of the market, but from tomorrow, it should be in the knockout process, and the knockout ...... That's where the real excitement begins. ”