Chapter 203: Emotional Climax, Position Reduction and Take Profit!
"Today's plate seems to be significantly different from the previous days!"
Seeing a few minutes after the opening, the Shanghai trade market broke through quickly, rushed to the price of the price limit, Yuhang Investment Company, in the trading room, Li Meng said: "Almost all the 'Shanghai Free Trade Zone' concept stocks, all are changing, and Waigaoqiao really opened the resumption of trading since the ten boards. ”
"The further stimulation of the good, the full divergence of hot spots...... Su Yu stared at the plate with his eyes and responded, "The hype of the 'Shanghai Free Trade Zone' should enter a comprehensive climax stage." ”
"There was such a fierce speculation in the early stage, the Shanghai Stock Exchange and Waigaoqiao generally rose by two or three times, and the other core Shanghai local stocks also generally rose by 30% to 50%, isn't it a comprehensive climax stage?" Wang Can asked, "I feel that this main line has been fried for a long time!" ”
Su Yu said with a smile: "The hype time span of this main line, although it is not short, but the hype themes under this main line in the early stage are one after another, first the local stocks in Shanghai, then the core free trade zone concept stocks, and then the 'port, logistics, real estate' industry sector, followed by the low-level edge concept stocks, deadlift relationship of emerging concept stocks, and finally 'Yuzhou, Jinmen, Qingdao, Haizhou, Nansha' and other places in the free trade zone speculation ......"
"Wave after wave of speculation of funds, wave after wave of transfer."
"But during this period, none of these hype path plates have been collectively linked."
"Look at today's plate again......"
"Stimulated by the news of the new 'free trade zone financial reform pilot' last night, today's market started with the theme of 'financial reform', but it directly triggered a full-scale riot of all the 'Shanghai Free Trade Zone' hype themes in the early stage, and now, all the branches are all linked together."
"This phenomenon is the extreme divergence of emotions."
"It shows that this main line of hype has entered the best climax stage of the money-making effect."
"Of course, any hype market, once it enters this market stage, means that the market expectations are completely full, and the main line of speculation is about to turn from prosperity to decline, and it is time to gradually make a profit and leave the market."
"After all, any performance, after the climax, is gradually over."
"Got it!" Wang Can said, "Then we ...... Do you want to get rid of the positions of Shanghai Trade and Shanghai Hong Kong Group now? ”
Su Yu thought for a while and said: "The liquidity of the Shanghai-Hong Kong Group is relatively abundant, and our position in this stock, compared to its liquidity, is not too heavy, if you want to come out, you can get it in half a day, don't be too anxious, but the Shanghai market is ...... trade."
"Today's breakthrough seems beautiful, but it is actually using emotions to make the last move to tempt more."
"We're pretty heavy on this check, we can't wait for the high tide to recede and the mood turns to turn and we start to show off, now ...... You have to take your time. ”
Calculated according to the current stock price and market value of Shanghai Trading.
The total position of the fund account on this check alone has reached a market value of 435 million.
If you add up the 206 million market value of this check held in his personal account.
The main funds on their side alone hold a total of 641 million chips in this stock, accounting for more than 4% of the overall market value of this check.
Such a heavy position......
If it is not in the emotional climax stage, reduce it in advance.
According to the current average daily turnover of about 1.5 billion yuan in Shanghai's material trade, they can't get out at all when the market really turns from strong to weak.
What's more, at this moment, the main position of the Shanghai Stock Exchange.
It's not just him, a lurking monster, but also Zexi Investment and Jiefang South Road, the main capital of the heavy position.
Su Yu estimates that the market value of the other party's position is much lower than him, but if it is really the turn of the two parties to start grabbing the liquidity of the disk, I am afraid that no one will be able to play safely.
"How?" Li Meng heard that he was going to start taking profit on the Shanghai Stock Exchange, and asked again.
At present, the Shanghai Stock Exchange has a daily limit, and the disk has been sealed, with more than 150,000 hands.
If you really want to take profit on a large scale, this is the time to ...... In one breath, you can also sell two or three hundred million, or even more chips.
Su Yu thought for a while and said: "The current market has just begun to fully diverge, such an extremely hot sentiment, under the stimulation of another round of good stimulation related to the 'Shanghai Free Trade Zone', it should be able to last for a few days, and the Shanghai Trade and Waigaoqiao, the two absolute main line of the market, are not lacking in their capital attention and popularity, and it is estimated that it can last for a few days, so ...... There is no need for us to smash the market and take profit here. ”
"Large singles, medium orders, small orders, just take it slowly."
"First of all, we will increase our position on August 27 more than 48 million, a total of more than 27,000 hands of chips, so as not to cause emotional panic in the field, so that the stock price of Shanghai Trade can stay at a high level for a longer time, and at the same time, it is easy to paralyze opponents."
"Okay!" Li Meng nodded.
Then, together with other traders, he began to sell through intermittent pending orders to sell the chips of Shanghai Trading.
At the same time, Su Yu glanced at his personal account, which had been bought by more than 78 million at the beginning, and now it has reached 206 million personal position accounts, and he has also begun to sell chips in Shanghai Market intermittently with large orders and small ones, and gradually stop profits.
And with their sale......
The overall trend of the two markets has not been affected in any way.
The various branches of the "Shanghai Free Trade Zone" are all continuous changes, and there are more and more individual stocks, especially the two branches of the "Golden Reform" and the "Yuzhou, Jinmen, Nansha, Qingdao, Haizhou" and other free trade zones that are directly stimulated by the good ones, and they are constantly gathering active funds in the market and stepping out of the trend of the plate limit.
Eventually, the midday close.
The Shanghai Composite Index rose 1.36%, the Shenzhen Composite Index rose 1.21%, and the ChiNext rose 1.02%, achieving a certain degree of extravagance.
In this situation, the individual stocks in terms of 'financial reform', such as Jinshan Development, Aijian Shares, Dajiang Shares, Duolun Shares and other small and medium-cap concept stocks, have all been all the price limits, and their money-making effect can be said to be interpreted to the extreme; 'Yuzhou, Jinmen, Nansha, Qingdao, Haizhou' and other places in the core concept of the free trade zone, at this stage, the number of stocks has also broken through to more than 10, which can be described as a full outbreak.
Previously, the core 'Shanghai local stocks', as well as the 'Shanghai Free Trade Zone' early hot concept stocks.
There are also 'real estate, ports, logistics' and other core free trade zones to benefit from the industry sectors.
It has also become the target of significant attacks by funds, and even the large-cap concept stocks such as Shanghai-Hong Kong Group and Lujiazui, which are difficult to speculate, have risen by more than 5% again today, and the trading volume has further erupted.
And in the afternoon......
The interpretation of this situation has become more and more out of control.
The direction of attack of the investors and institutions has not only begun to break away from the relevant core concepts of the 'Shanghai Free Trade Zone', but also begun to spread to the direction of 'Internet finance' and even 'big finance'.
In particular, two stocks, Essence Trust and Shanghai Pudong Development Bank.
In the afternoon trading, it became the core of the main capital attack in one fell swoop, and became the absolute core stock in the direction of the "financial reform" under the main line of the "Shanghai Free Trade Zone", and even, at 2:21 p.m., Anxin Trust directly ushered in a 100,000-hand level buy order, which directly pushed its stock price up to the limit, and at the same time ...... It has also pushed the hype sentiment of the entire market to the extreme peak.
After the daily limit of Essence Trust and Shanghai Pudong Development Bank rose by more than 7%.
The entire 'big finance' sector began to riot in an all-out way.
Finally, in the last half hour of trading, the Shanghai Composite Index continued to move higher, reaching a 3.5% gain for the first time after a sharp drop on June 24.
Finally, at 3 o'clock it was time to close.
Shanghai listed a 3.63% gain, breaking through the 2150 level; Shenzhen is priced for an increase of 2.53%; The GEM was designated for a 2.48% gain, reaching 1169.31.
Among them, in the situation of the two cities achieving a general surge.
All the concept plates of the "Shanghai Free Trade Zone" have erupted with a very strong money-making effect, and in several branches, the total number of concept stocks has reached 35, second only to the number of concept stocks on August 20 after the official announcement of the news of the "Shanghai Free Trade Zone".
After the close, in the face of such market performance......
Regardless of retail investors, floating capital, large institutional groups, all investors in the market are extremely excited and excited.
After all, today, around the core main line of the 'Shanghai Free Trade Zone', all the daily limit of individual stocks, except for a few one-word board stocks, others, have the opportunity to participate, and their capital participation and money-making effect are several times stronger than that on August 20.
Moreover, even if the stocks held are not in the main line of the 'Shanghai Free Trade Zone'.
In today's all-round market, you can also make money.
"It's been a long time since I've made money so heartily, it's good!"
"Today, the overall volume of the market has expanded a lot, and the turnover of the two cities has touched the threshold of 100 billion again, I feel ...... The bull market is really near. ”
"Haha...... It is still the main line of 'Shanghai Free Trade Zone' that is strong, and you can make money by buying it casually. ”
"The Shanghai Composite Index broke through today's long white line, which can be regarded as completely getting rid of the shock range of 2,000 to 2,100 points in the early stage, right? It's so beautiful, this large-scale big white line is so beautiful. ”
"Yes, today's market trend is so beautiful."
"What's more beautiful is the hype related to the 'Shanghai Free Trade Zone', I just counted, and the 'Shanghai Free Trade Zone' is related to the main line of speculation, a total of nearly 40 stocks with a daily limit, and the increase of more than 5% is more than 100, even the big Shanghai Pudong Development Bank, today almost touched the daily limit, released nearly 4 billion amount of energy, today's market is hot, it is really a bit unexpected!"
"That's right, you can buy whatever you want, you can make any money at will, as if you suddenly dreamed of returning to the bull market."
"This is called the outbreak, the hype of the 'Shanghai Free Trade Zone', I feel that this has officially arrived, this wave of ...... There are definitely 10 baggers produced. ”
"Do you mean the Shanghai Stock Exchange? This leading ticket, today's breakthrough trend, is also very beautiful. ”
"It's possible that Waigaoqiao is also possible, right? Directly from 10 billion to 100 billion, as the absolute core leading stock of the 'Shanghai Free Trade Zone', there is still room for imagination of 100 billion giants in the future, right? ”
"It's just that I can't buy it, it's annoying."
"It's ten boards, and I haven't increased the volume yet, I don't know how many boards can be opened?"
"Before, everyone said that they would open the board at the height of the seventh and eighth boards, but now look at it...... With the current market heat, I am afraid that it will have to go to more than 15 boards. ”
"No matter how many boards there are, I hope to buy them quickly."
"If you can't buy Waigaoqiao, you can only buy Shanghai trade, and this check is also a direct beneficiary stock of the 'Shanghai Free Trade Zone', and it is also the core leader of the market."
"I don't have to buy these two checks."
"Yes, in this market now, as long as it is a concept stock under the main line of 'Shanghai Free Trade Zone', you can make money by buying any one."
"Yes, even the Shanghai Pudong Development Bank can pull to a position close to the limit, which shows that the main funds, for the 'Shanghai Free Trade Zone' line is more sought after, look at today's mood, in this direction, there must be a great opportunity to participate in the follow-up...... I estimate that by the end of this year, the funds should have been circling on this main line. ”
"Indeed, it's okay to have no brains, don't make money when it's so easy to make money, and when the market passes, you can't make money if you want to."
In the discussion of retail investors, there are many ideas in the minds of the floating capital and institutional groups for the main hype of the 'Shanghai Free Trade Zone' that has broken out again, and many ideas have also risen in their minds to continue to increase their positions and further deepen the speculation.
"From the speculation of local stocks in Shanghai, to the speculation of logistics, ports, and real estate industries, to the speculation of the concept of various local free trade zones, and now to the concept of ...... of 'financial innovation and financial reform'" At this moment, within Zexi Investment Company, Xu reviewed the overall trend of today's market in detail, and said with a smile, "The main line of 'Shanghai Free Trade Zone', its speculation potential and deepening direction, is really unexpected!" ”
"Indeed, it completely exceeded expectations." Zhou Kan stood beside him and nodded.
"The hype stage, which I thought was the climax, has passed." Xu Shen said, "I didn't expect that the real hype has just begun." ”
"Very good, the index has broken up."
"The concept of the main line has also come out in an all-round way, and all branches have also been recognized by the funds."
"Moreover, as soon as the concept of 'financial reform' came out, the 'big finance' as the core weight of the market was also pulled out, and the key is the market volume, which once again touched the 100 billion mark."
"It seems that if the regulator comes up with some good cooperation, institutions will also actively enter the market."
"With the help of the continuous recovery of the market's investment sentiment and the main line of the 'Shanghai Free Trade Zone', it is not impossible to start the bull market with the continuous money-making effect that has finally been formed!"
The more Xu Shen spoke, the more excited he became, and he felt that more opportunities were coming.
At the same time, he also raised higher expectations and expectations for the main line of 'Shanghai Free Trade Zone'.
"Mr. Xu, next...... How do we do it? Zhou Kan paused in Xu Shen's emotion and continued to ask.
Xu Shen thought about it and said: "After the review of Waigaoqiao, the ten boards can be said to have completely opened everyone's expectations and the height of market speculation. ”
"Next, let's focus on the line of 'Shanghai Free Trade Zone'!"
"It's just that the focus needs to be fine-tuned."
"The line of 'financial reform', as the last sub-concept of the main line of speculation of the 'Shanghai Free Trade Zone', has not yet completed its outbreak, and in this direction, whether it is linked with the emerging concept of 'Internet finance', or linked with the market's 'big finance', it can be left and right."
"Here, we have to focus on it, as well as focus on adjusting positions."
"Of course, the two real leading stocks of Shanghai Trade and Waigaoqiao cannot be let go."
"Since all kinds of funds in the market, with the joint efforts, have once again pushed this main line into a more climactic hype enthusiasm, then let's let go and do it boldly."
"The funds of the whole market, in the direction of this main line, are focused and deepened too much."
"Whether you admit it or not, this line has become the core driving engine for the upward trend of the two markets, and has become the area with the most market capital convergence and the strongest money-making effect."
"And since the trend is like this, then we have to follow it."
"I just don't know if there is such a pattern ...... the capital of Fortune Road"
As he spoke, he looked at the time and saw that the time had reached about 5:30, so he couldn't help but hurriedly set his eyes on the data of the Dragon and Tiger List that had been refreshed.
There are significantly more stocks on the list today than yesterday.
For more than a month, the Shanghai Stock Exchange, which has been the core of market popularity and the core of attention, has unsurprisingly been on the list.
"Huh...... This guy actually appeared today. ”
Seeing the seat data disclosed on the Shanghai Trade Dragon and Tiger List, Xu Shen showed a hint of surprise in his eyes: "Fortune Road sold more than 76 million funds, Fusheng Road sold more than 50 million funds, a total of 126 million funds, I have endured it for so long, this guy actually left the market when the stock price and index both broke through, it is really unexpected." ”
"The more than 76 million funds sold by Fortune Road should have all the more than 48 million funds bought on August 27, right?" Zhou Kan looked at the data of the dragon and tiger list of Shanghai Trade and Trade, and said, "As for the more than 50 million funds from Fusheng Road, it should be less than half of the position he bought at the beginning." ”
"Hmm!" Xu Shen nodded, "According to the calculation of more than 78 million funds bought by Fusheng Road on August 19, Fusheng Road now holds the chips of the Shanghai Stock Exchange, which should be about 200 million, and 50 million is sold, which is about a quarter of the position, which is understandable." ”
"It's just that the road to wealth is all out, which is a bit ...... It's incomprehensible. ”
"But...... It's okay to get out. ”
"Without the capital turmoil of Fortune Road and Fusheng Road, the internal chips of Shanghai Trade will be cleaner, which is more conducive to my control of the check."
"Fortunately, this guy appeared on today's price limit board and didn't smash the market."
"It's kind of giving a certain amount of face."
At the stage of controlling the stock of Shanghai Stock Exchange, he has actually been worried about the wealth road and the capital of Fusheng Road in the market, and he will smash the market quickly.
Therefore, in the past, when the market sentiment was not sufficient, the market synergy was not very strong.
He maintained the stock price of Shanghai Trade in the price range of 23 to 26, which fluctuated for a whole week, and only now has he waited for a consistent bullish sentiment and breakthrough opportunity.
But he didn't expect it at all......
The other party endured a whole week of shocks, and suddenly reduced their positions on a large scale when they just broke through.
"Damn, Fortune Road actually appeared?"
At the moment when Xu Shen was surprised and couldn't guess Su Yu's motives, in the entire market, other investors who paid attention to the stock of Shanghai Trade were also surprised to the point of disbelief after seeing the data of the Dragon and Tiger List of Shanghai Trade and Trade: "The market has just broken through, what is the intention of reducing positions on Fortune Road?" ”
"I can't read it, but it's definitely worth being wary of."
"Could it be that the Shanghai market has reached its peak? As the absolute core leader of the "Shanghai Free Trade Zone", there is no reason why the market will be cut off here, and according to its breakthrough range today, it will create a new high for the rebound, and the intraday trend with strong sealing strength is obviously to start the second wave of the pattern trend, how can the market be broken here? ”
"Fortune Road is reducing the wrong position today, right?"
"I really can't understand this hand, can anyone explain it?"
", I was originally buying for my chasing position today, and I was faintly proud, but now I see the appearance of Fortune Road, and my heart is up and down."
"It's unreasonable, it's really unreasonable, today's board of Shanghai Trade is quite beautiful."
"And the index is really a big white candle that has broken through."
"Speechless, I never thought that Fortune Road would make a large-scale appearance today, and ...... tomorrow How will the Shanghai Trade Fair go tomorrow? This breakthrough ...... It can't be a fake breakout, right? ”
"I don't think there is any need to worry, although Fortune Road and Fusheng Road have appeared on the selling list of Shanghai Trade today, and the total amount of funds sold has also reached 126 million, but I just turned over the historical buying data of these two seats on the stock of Shanghai Trade and found that the selling volume of 126 million should only account for about half of the chips held by Fortune Road and Fusheng Road in the stock of Shanghai Trade and Trade."
"That is to say, the capital of Fortune Road and Fusheng Road, in the Shanghai Stock Exchange, there is still a position of more than 100 million?"
"To be precise, there is still a position of more than 100 million on Fusheng Road."
"Huh...... Then don't worry, look at it this way...... If I take it from the bottom for so long, I will definitely reduce some of the chips, lock in some profits, and reduce the risk of profit drawdown. ”
"And Jiefang South Road is still not out today, so don't worry too much."
"Okay, okay! In this way, it seems very reasonable, and the moment I just saw the data of the Dragon and Tiger List, it really scared me. ”
"However, the funds of Fortune Road and Fusheng Road are really the market super points."
"This main force is involved in the Shanghai trade, and this wave has basically earned more than 100 million, more than double the profit, right? It's amazing, and it's really scary. ”
"To be honest, the check of Shanghai Trade is really not the Fortune Road and Fusheng Road control in this round."
"It looks more like Jiefang South Road, the helmsman is in control, but who lets the other party hold it on the leading stocks, this money, the family earns."
"Hey, I'm going to learn how to hold my chips, too."
"The first week of the Shanghai Trade really washed me to death, but now...... Anyway, it's been guarded. ”
The crowd was amazed and puzzled......
At this moment, inside Yanjing and Anlan Fund, Xie Wanting couldn't understand for a while after seeing the data of the dragon and tiger list of Shanghai Trade: "Teacher, this fund, the timing of reducing positions, right?" ”
"It's not right, but it's not wrong." Zhou Guohua said, "In the transaction, some weaknesses of human nature are always difficult to overcome, this share of funds, in the Shanghai trade, the profit is extremely huge, and the floating profit that can be observed is more than 100 million. ”
"The so-called losses can be held, but profits cannot be held, this is the truth."
"Actually, this share of funds, from the bottom, can be locked all the way to the present, and only then has it begun to reduce its positions, which is already quite powerful, if I ...... It must be that after the end of the Shanghai Trade Board, the first disagreement was in the position, and the position was reduced and the profit-taking part was reduced, but this guy also increased his position on that day. ”
Xie Wanting heard Zhou Guohua's words, understood some of the logic of the other party's position reduction, paused, and continued to ask: "With this way of funds, the influence on the market, the teacher estimates...... How will the market of Shanghai trade go tomorrow? ”
"It is estimated that there will still be a limit limit!" Zhou Guohua said, "There will be differences, but since there is a breakthrough, it is a situation where it will collapse if it is not reached." ”
"In the current market, the main line of 'Shanghai Free Trade Zone' has broken out again."
"You look at the various funds disclosed on today's Dragon and Tiger list, the large-scale dispatch of tour capital, 25 well-known tour capital seats, and 12 institutional seats."
"The market sentiment has completely warmed up!"
"Shanghai Trade is the absolute core leading stock in the main line of the 'Shanghai Free Trade Zone', and the popularity and capital attention are extremely high, and the hype of this check directly affects the hype sentiment of the entire market, as well as the direct hype height and continuity of the 'Shanghai Free Trade Zone' line."
"At this stage, the index has just broken through."
"Whether it is in terms of quantity and energy, or in terms of technical form, it is a bullish trend."
"Such a market pattern can attract more incremental funds to come in."
"Therefore, in the short term, the impact of this capital should be drowned out by the overall sentiment of the market and the combined force of funds, as a whole...... This capital will not lead to a change in the trend, the check of Shanghai Trade is a variety of funds, and the entire market retail investors focus on the joint efforts to come to this height. ”
"So, unless there is a clear divergence in the overall market hype."
"Unless another core concept stock, Waigaoqiao, is opened, and out of a trend that is seriously less than everyone expected, affecting the entire market, otherwise with this capital alone, in the direction of the countertrend, can not pry the market, let's ...... There is no need to worry too much about the impact of this capital reduction on the market. ”
"Okay!" Xie Wanting nodded, digesting the market logic that Zhou Guohua said.
And as the two talked......
The entire market, the majority of investor groups, for the wealth road to reduce the position, has gradually changed from bearish, and gradually understood in disguise to good, and continue to be in the passionate mood, brainless bullish on the market.
Then, in the still-excited, excited mood of the crowd.
The market ushered in the next trading day.
At 9:15 a.m., the highly anticipated and attention-raising, controversial, was hotly discussed by the majority of investors overnight Shanghai trade, its share price from yesterday's closing price of 28.14 yuan, instantly jumped to the price of 30.01 yuan, not only did not open low, but crossed the important threshold of 30 yuan, opened high on the 6.53% increase.
ps: 2-in-1 Ha, more than 7000 words!