Chapter 207: Take Profit in Advance!
"According to Brother Su's past methods, if he wants to clear the warehouse, it will never be this way." Sun Yu said, "For three consecutive days, the funds sold are more than 100 million, which is obviously to prevent the liquidity of the Shanghai market is not enough, so you know that the market will rise, take profit in advance, think about it...... If Brother Su really only has more than 300 million chips in his hands, he has obviously stepped out of the breakthrough second wave of the market in Shanghai, and the index has also gotten rid of the shock range, and the emotional vane stock of Waigaoqiao is still shrinking the amount of the board, and there is no sign of increasing the volume, will they reduce their positions so early and give up the profits in the later period? ”
"What's more, the Shanghai trade is now trading every day, but it is more than 1 billion."
"It's really more than 300 million total position chips, in the average liquidity of more than 100 million, encountering extreme markets, it is a bit difficult to go out in one day, but at most two days, it is enough to clear the position."
"Brother Su is often known for his short-term operation, and his operation on the Shanghai Iron and Steel Federation is basically very extreme when you resume trading."
"Moreover, the line of 'Shanghai Free Trade Zone' is much better than the line of 'Internet finance'."
"The amount of money accumulated is also a lot."
"Even if the market suddenly turns from strong to weak, it is a relative process, and it will not be too extreme."
"This logic will not be clear to a real short-term market master like Brother Su."
Therefore, his continuous early deleveraging, in my opinion, logically, does not make sense, and the only reasonable explanation is ...... It can only be said that he has a very heavy position in the relevant core stocks, and even with the current sufficient liquidity, it will take a lot of time to come out safely. ”
"Cow!" Zhao Qiang replied, "You still know him." ”
"I'm just guessing." Sun Yu replied, "What is the real situation, either you can ask him in person, or you can only wait for the subsequent market verification." ”
Zhao Qiang said: "This kind of question involving key position data, I am inconvenient to ask, and even if I ask, Brother Su will definitely not answer, after all, now he is in charge of fund operations, not only responsible for himself, but also responsible for the investors who invest in him." ”
"But I thought about it."
"I think Brother Sun, your analysis is very reasonable."
"Brother Su is in the market, I feel that it is extremely clean and neat, and at the same time extremely decisive...... It can only be explained according to your logic. ”
"Hmm." Sun Yu responded, thought about it, and said, "'Shanghai Free Trade Zone' is such a big main line, except for the last time when the checks of Shanghai-Hong Kong Group, Lujiazui, Pudong Jinqiao, and Jinjiang Investment were opened, the Su brothers' wealth road appeared once, and then only the Shanghai Trade stock, there was a total of 150 million sales, which is not normal compared to the size of the fund he is in charge of now." ”
"I'm thinking about ......"
"He's definitely in other directions, and he still has a huge amount of chips."
"It's a pity that the disclosure of his fund's net value and shareholding have been suspended, and he can't see the approximate data, so he can only guess."
Zhao Qiang said: "Now the market has a lot of funds to follow him, if it is really the true disclosure of the net value and positions of the fund, I am afraid that there will be a big problem, but ...... Anyway, before the announcement of the 'Shanghai Free Trade Zone', I could perceive in advance that there are huge speculative opportunities in the 'Shanghai Local Stocks' sector, and it is impossible for the Su brothers to have such a keen sense of the market that they did not have a large-scale layout in advance. ”
"Look at it......"
"Actually, I don't quite believe that he is on the main line of the 'Shanghai Free Trade Zone', just this little bit of movement."
During the exchange between the two, the whole market about the clearance of Fortune Road and Fusheng Road, about the Shanghai Trade Dragon and Tiger List, about Waigaoqiao, about the concept of financial reform that continues to be hot, and about the 'Shanghai Free Trade Zone', which has been hot for more than half a month, is still continuing.
And the heat of the discussion continues to grow.
And in this still hot mood, the market ushered in another trading day.
On Friday, September 14, at 9:15, the vast majority of stocks in the two cities, especially the core concept stocks of the 'Shanghai Free Trade Zone', still ushered in a high opening situation.
Among them, Waigaoqiao continued to have a word limit, the stock price was reported at 50.88 yuan, realizing the resumption of trading since the 13 boards, the initial limit of 496,000 hands, compared with the previous days, did not decrease in the slightest, and the initial selling order, still maintained at a very low position, only 92 hands.
The core stocks of the concept of 'financial reform', Anxin Trust continued to rise at about 5%, and the strong state is still strong.
The main line core stocks dominated by the two institutions of Shanghai and Hong Kong Group and Shanghai Pudong Development Bank showed a flat opening state, but the selling was not large, and the initial call auction order was only more than 1,000 lots.
As for the Shanghai trade that suffered from Su Yu's large-scale selling......
This stock opened sharply lower at around 3.5% and sold more than 2,000 lots when no one maintained the market, which is relatively weak compared to other core stocks.
"Waigaoqiao has walked out of the 13 consecutive boards since the resumption of trading."
Seeing the state of the collective bidding between the two cities, Yu Hang, Yu Hang Investment, in the trading room, Li Meng said: "And there is no volume, it's really an exaggeration!" ”
"Not strange." Su Yu said, "This check has become the emotional vane of the market, these chasing orders will not be withdrawn, in addition to us, there is no heavyweight latent main institution, no big money to take the initiative to smash the market, before the market is not exhausted, it is normal to continue to maintain a word board." ”
"We ...... Continue to follow yesterday's strategy? Li Meng paused and asked.
Su Yu nodded and replied: "Yes, continue to operate according to yesterday's strategy, intensify emotions, go long and sell short, the market has diverged again yesterday, and today we will maintain a wave of sentiment and stimulate the last long potential of the market, we should all clear the chips of this main line." ”
"Okay!" Li Meng responded.
Then, he began to instruct the traders to use the withdrawn funds in the call auction to quickly place orders and maintain the market of Shanghai Trading, Anxin Trust and Waigaoqiao.
And with the pending orders of the crowd......
The collective bidding trend of Essence Trust and Shanghai Trade has risen rapidly, and the disk seal of Waigaoqiao has once again exceeded 500,000 lots.
"Hey, the call auction trend of Shanghai Trade has been pulled up from under the water so quickly."
Noticing that the stock price trend of Shanghai Trade exceeded expectations, Modu, Zexi Investment, Zhou Kan said in surprise: "This share of the main buy funds, a little sharp!" ”
"It's mostly just fake pending orders." Xu Shen smiled, "But even if it is a false pending order, this fund can lift the stock price from underwater, which is also a good thing for us." ”
"Zhou Kan......"
Xu Shen paused and said: "Maintain it, raise the stock price step by step, as long as the confidence is maintained, then there is no need to be afraid of the selling force caused by the liquidation of funds such as Fortune Road and Fusheng Road." ”
"Okay!" Zhou Kan responded.
Then, quickly place orders, followed by the rush to grab chips, creating a situation with strong disk bearing power.
Due to the two main funds, the same maintenance of the disk, due to the Shanghai trade stock price from the beginning of the call auction sharply low, all the way back......
Many retail investors who were originally on the sidelines also quickly entered the market to grab funds.
In the end, when 9:20 came, after the two main funds were withdrawn, the share price of Shanghai Trade still maintained a 1.2% increase, and the matching volume reached more than 5,700 lots.
At 9:21, there was still no volume in Waigaoqiao.
In the Shanghai market trade auction trend, once again exceeded the expectations of the majority of investors.
In the case of core stocks such as Essence Trust, Shanghai-Hong Kong Group, and Shanghai Pudong Development Bank, the trend of collective auction continues to move step by step, and continues to increase volume.
The concept stocks related to the main line of the entire 'Shanghai Free Trade Zone' have also become active again.
At 9:22, the Shanghai market trade rose by more than 2%, and the volume of matching documents could exceed 6,500 hands.
At 9:23, the share price of Essence Trust rose by more than 7%, and there were many differences to unanimous and accelerated the trend of going on the board.
At 9:24 a.m., the concept of "financial reform" broke out again, and the previously differentiated stocks such as Jinshan Development, Aijian Shares, Dajiang Shares, and Duolun Shares, the stock price trend of its collective bidding has risen rapidly, and the amount of energy has also been amplified synchronously, and the trend of capital rush is very obvious.
At 9:25, the call auction between the two cities ended.
In the end, the Shanghai Stock Exchange opened 0.23% higher, and the Shenzhen Index and the ChiNext Index were in a flat position.
The whole market sentiment, under the influence of yesterday's differentiation of the market, did not fall significantly, but continued to remain stable, and because of the core concept of the main line of the 'Shanghai Free Trade Zone' stocks, in today's call auction, once again out of the expected trend, but in the last two or three minutes of the call auction, intensified the mood, so that the overall investment sentiment of the two cities, in the final period of the call auction, warmed up a lot.
In terms of individual stocks......
Shanghai Trade opened 1.89% higher, with a total of more than 21,700 orders and a turnover of about 70 million; Waigaoqiao continued to shrink the volume of the board, with a total of more than 500 lots and a turnover of more than 2.6 million; Essence Trust opened 8.35% higher, with a total of more than 40,000 hands, and has formed an obvious divergence to unanimity; Shanghai-Hong Kong Group and Shanghai Pudong Development Bank have opened about 1% higher, and the trading volume is basically the same as yesterday.
Others, regional free trade zone concept stocks, 'real estate, finance, logistics, ports' and other industry stocks.
In the early stage, the popular 'Shanghai Free Trade Zone' concept stocks.
75% of these stocks have achieved a high opening in the red market, as if after a short adjustment yesterday, they have returned to the hot situation of all-out attack on funds.
"Are you going to speed up at the end?"
Seeing such an opening situation, Su Yu did not see any joy, but frowned slightly: "It's faster than I expected!" ”
"Dawn ......"
Su Yu thought about it and hurriedly ordered: "Today, you don't have to wait for the Shanghai trade limit to go out of the warehouse, after the opening, sell if there is liquidity, of course...... Before the market sentiment has completely changed, there is no need to sell at a low price, as long as you see a fund owner buying and attacking, you will throw out the chips. ”
"At the same time, the chips on the Shanghai-Hong Kong Group, and some of the chips of the Shanghai Pudong Development Bank that were bought in the future."
"After the market opened, it was all sold the way I said."
"The market sentiment changed faster today than I expected, and I guess here...... It should be the final point of the climax, and we must complete the move of full clearance today. ”
At present, the fund has almost 350 million chips in the Shanghai Stock Exchange.
If, according to his judgment, today is the final turning point of the hype of the 'Shanghai Free Trade Zone', then it is a difficult task for them to make a stable appearance.
"Good!" Li Meng nodded in response, paused, and said, "Is Waigaoqiao going to come out too?" ”
Su Yu was silent for a moment, and replied: "Waigaoqiao is the emotional vane of the entire market, if there is an extreme change in this check, the entire market will inevitably be shaken, so you must sell the other stock chips almost first, and I can move the chips of this stock." ”
"Once the market accelerates, we don't have a lot of time left to play quickly."
"The market has been three consecutive yangs, and in the short term, from the bottom of the shock platform to the current comprehensive breakthrough, the increase has been very large, and there is already a need for adjustment."
"The main line of 'Shanghai Free Trade Zone' has been speculated for so long."
"From the 'Shanghai local stocks', to the 'Shanghai Free Trade Zone' core concept stocks, to the comprehensive Shanghai market concept speculation after the official announcement, then the real estate, logistics, trade sector speculation, and then the regional free trade zone speculation, emerging concept stock speculation, financial reform concept sector, and even the overall financial market speculation ......"
"It's really time to be fried, it's all fried."
"Moreover, now all core concept stocks have been at an absolute high level, and the profit market has accumulated extremely richly, and the incremental funds needed to continue speculation have reached the level of sky-high."
"In this case, if the market pulls up rapidly again, the sentiment turns divergent again, and the market falls."
"That's when profit-taking orders are pouring out, and this hype thread is fully collapsing."
"Got it!" Li Meng responded and quickly conveyed the instructions to all the traders in the trading room.
Then, immediately after the arrival of 9:30, the two cities entered the formal auction trading stage, and active funds from all walks of life in the market continued to flock to the call auction, the strong performance of the "Shanghai Free Trade Zone" concept stock attack.
Saw......
At 9:32, Anxin Trust closed the board, and the turnover reached 210 million, once again detonating the 'gold reform' market.
At 9:35, Anxin Trust's follow-up stocks, Jinshan Development also touched the daily limit.
At 9:42, the Shanghai market trade exploded all the way, continuously rising, the stock price reached more than 5% increase, and the turnover exceeded 630 million, which was amplified by one-third compared with the same period yesterday.
At 9:51, Shanghai Pudong Development Bank once again rose to 5%, and the entire 'financial reform' concept sector exceeded the daily limit of more than 6 stocks.
At 10:01, the daily limit of Chongqing Development was changed, and the concept of regional free trade zone changed.
At 10:15, the Shanghai and Hong Kong Group rose to 5%, and the turnover expanded to 1.46 billion, which was also a significant increase compared with yesterday.
At 10:23, the Shanghai Composite Index expanded its gains to more than 1.5% again, breaking through the 2,200-point position.
At 10:47, the increase in Shanghai's trade increased to about 8%, and the turnover exceeded 930 million, which is likely to continue to hit the price limit.
At 10:56, the daily limit of individual stocks in the 'golden reform' concept sector broke through to 8.
At 11:02, real estate, logistics, ports, finance, infrastructure and other sectors once again moved comprehensively, and the Shanghai Composite Index rose by more than 2%, and its point reached a maximum of 2115.
Then, when the whole market sentiment was like a rainbow, and the Shanghai Composite Index was about to completely fill the hole of the June crash......
Just touched the price limit of the Shanghai trade, at the price of 37.44 yuan, encountered a hundred million days of funds selling, that capital with a continuous 5 thousands of hands of large orders, annihilation of all the dare to seal the board of the main buy funds, the Shanghai trade price straight down to 5% of the rise.
Then, with the reversal of the market trend of Shanghai trade.
In the entire market, all the stocks of the concept of 'Shanghai Free Trade Zone', almost instantly, there has emerged a huge amount of horror selling, investment sentiment, and instant reversal!