Chapter 351: The Siphon Effect of Funds!

"Sure enough, when the money-making effect comes up and the market makes a choice, investors as market participants will make up a bunch of logical support and benefits." Su Yu looked at the real-time analysis reports from well-known financial Vs, retail investors, private equity managers, and brokerage investment consultants in the market, and said with a smile, "When it falls, its eyes are full of negatives, and when it rises, its eyes are full of positives, and human nature is like this...... It's really never changed. ”

Li Meng smiled and said, "Isn't this good?" These people are very well analyzed, I don't know how much effort we have saved and the funds for the follow-up, it seems that the market will not have to worry about it in the afternoon. ”

"I can't say that." Su Yu replied, "Although the mood and follow-up effect have risen, but the whole market in the morning is still a little too large, according to the average trading volume of the previous market, in the case of over-the-counter incremental funds, there is no way to keep up so quickly, in the afternoon market, most of the overall undertaking will be insufficient, and the entire market will probably have the risk of rising and falling." ”

"Then we ......" Li Meng paused and said, "It seems that we have to wait for it!" ”

"Don't worry too much." Su Yu smiled and continued: "The birth of the main line of the market originally requires time to react, and only in the passage of time, through the continuous fermentation and diffusion of emotions, the continuation time and height of the market are more impressive. ”

"The main line of 'infrastructure' is not purely concept-driven."

"Naturally, I don't pay attention to the intensity of emotional outbursts in a short period of time, the main thing is ...... Or the logical identity of the market. ”

"Only when everyone agrees with this logic, in the previous crazy fall of the market, the institutions that fled from the market will re-enter, and retail investors from all walks of life will follow suit, and all these market reactions will take time to slowly ferment."

"So, let's fight against the day."

"In the afternoon, as long as we maintain the core leading stocks in the 'infrastructure' sector, don't fall too much, and don't hurt the sentiment that the market has just surged, it's fine!"

"And ......"

Su Yu paused and continued: "According to the intensity of this emotional fermentation at noon, most of the funds in the afternoon will further converge to the field of 'infrastructure', and at the same time, it will form a blood-sucking effect on other sectors of the market, and this situation will ...... In general, the pressure of trading in the afternoon is still much easier than in the morning. ”

"Okay!" Li Meng nodded, "It seems that I'm blindly worried." ”

"Haha......" Su Yu laughed and said, "It can't be said that I am blindly worried, trading is like walking on the tip of a knife, like walking on thin ice, which is the mentality we should have." ”

"Whatever you say, you're justified." Li Meng gave him a slight sneer.

With the analysis of the market by the two, after a short break, the two markets ushered in trading time again.

I saw that after the emotional fermentation at noon, as soon as the market opened, the core industry sectors of 'infrastructure' such as building decoration, building materials, steel, and real estate, the popular stocks led by them were frantically scrambled by market investors.

At 1:02, Huaguo China Railway rose by more than 8%, and the disk showed a state of rapid volume.

At 1:06, Huaguo Construction also rose by more than 8%, and the transaction volume increased by almost 2.5 times compared with the previous year.

At 1:09, Conch Cement and Wuhan Iron and Steel Group rose by more than 7%, and the turnover also increased sharply year-on-year.

At 1:12, Huaxia Fortune was bought by tens of millions of funds, and it was pushed up to the daily limit, becoming the second medium- and large-cap stock in the real estate sector with a daily limit of 10 billion after Kumho Group.

At 1:15, the entire 'building decoration' industry sector, the overall increase of more than 6%, 6 stocks in the plate, more than 20 stocks, up more than 5%, at the same time, the real estate industry sector rose to more than 4.5%, all stocks in the plate, all showing a big counteroffensive trend.

At 1:17, the Shanghai Composite Index rose by more than 2.5% and stood above the 2,100-point mark without hindrance.

At 1:20, the turnover of the two cities soared to the 60 billion mark, which was equivalent to the total trading volume of the previous trading days.

At 1:23, along with Huaguo China Railway, which was jointly sealed by hundreds of millions of buying funds, the entire 'infrastructure' sector, the sentiment and capital follow-up effect, reached a climax, and began to form a capital siphon effect on the small and medium-sized board and the gem direction, the two main concept core plates of 'mobile Internet' and 'smart phone industry chain', which are gathered by many short-term active funds, and their hot stocks in the early stage.

Under this siphoning effect of funds......

At 1:25, all sectors in the field of 'infrastructure' broke out a wave of relatively rapid straight-line upward movements.

At the same time, the Shanghai Index and the A50 Index, driven by the entire 'infrastructure' industry sector, climbed straight to a 3% increase.

"Damn, the Shanghai Index is crazy today!"

"In one day, dreaming back to the bull market, the A50 index is so riotous, it's really rare!"

"The last time the A50 index was so riotous and rose by more than 3%, it was in December last year, when the market was under the influence of the 'IPO news restart', and brokerages collectively rose, right?"

"There is no doubt that this is a signal that the market has bottomed!"

"Is it possible that the next market style will be directly converted to the blue chip side?"

"The infrastructure sector is supported by strong logic, and it will break out in full force today, and other blue chips still feel that they have not fallen through, and ...... I didn't expect it! ”

"Indeed, we still can't be too optimistic."

"I think that at this time, we should be optimistic, the Shanghai Composite Index stepped back to 1950 points for the second time, and it is obvious that it is a double-bottom pattern on the general trend, and now it ...... The market stood above 2100 points again, I think the index is unlikely to fall back below 2000 points, at this time to buy, the loss is limited, but the upward profit, but it may be unlimited. ”

"But today, the GEM and the Shenzhen Index are still weak, and the rise is far behind the Shanghai Index."

"The market still looks like it's still a stock game."

"The money-making effect of the market has not been fully played, how can the over-the-counter funds enter the market so quickly? If there is no over-the-counter capital entering the market, it is naturally a stock game. ”

"However, the main line of 'infrastructure' rushed out, opened up the market space, and the follow-up incremental funds should come, right?"

'I'll go, what's going on?' Stocks in the field of infrastructure have pulled sharply, and many concept stocks on the small and medium-sized board and gem have all begun to dive. ”

"The active funds of the entire market have all been sucked up by the 'infrastructure' field, right?"

"This siphon effect is too strong!"

"After all, the amount of active funds in the market is limited, and almost all of today's riots are medium and large-cap stocks in the field of 'infrastructure'.

"What's the matter, this is forcing everyone to sell the concept stocks of the small and medium-sized board and the gem?"

"It feels like the market style is really changing."

"Twenty-eight?"

"Hey, the whole market, except for the 'infrastructure' field, other sectors, there is no money-making effect, holding a large number of concept stocks in my hands, I always feel that the index is rising, and it is not profitable."

"Swap positions as soon as possible, and feel that the market style is really switching."

"In this case...... The small and medium-sized board and the gem are diving, and the main board may be difficult to hold, right? ”

"Today's market volume can be put so fast, I feel that the end of the market is not good!"

In the midst of intense market discussions......

At this moment, Yu Hang Investment Company, in the internal fund trading room, Su Yu saw that the Shanghai Index and the A50 Index were rapidly rising, while the Shenzhen Index and the ChiNext Index were stagnant, and even began to turn downward, knowing that the market's undertaking power had reached a critical point, and couldn't help but remind everyone, saying: "Today's intraday buying, and the emotional high, is almost here, you can release some of the chips, and then wait for the mood to fall, and then buy backhanded, do a commitment, While doing an anti-T to reduce the cost of holding a position, we can save money and complete our pallet task. ”

"Okay, I received it, Mr. Su!"

Under Su Yu's reminder, the traders in the trading room responded one after another.

Subsequently, in the Yuhang Investment Fund, the two main funds focus on the "infrastructure" field of popular stocks, the sell-off began to increase sharply, and the major popular stocks, in the deep index, the gem index, the small and medium-sized board index of the diving, have also been driven, passive decline.

As a result, the entire market, at this moment, perfectly presented the upward and downward trend predicted by Su Yu before.

"Hey, the attack is too fierce, the market volume is not good, and the tail market is dangerous!"

Seeing that the entire 'infrastructure' sector and its individual stocks, after the rapid rise, have dived rapidly, at this moment of the Shenzhen market, Xin Niu Fund Company, in the trading room, fund manager Fang Xinsheng couldn't help but sigh: "It's too late, the Shanghai Index is 2100 points, I'm afraid I want to gain and lose." ”

"Why is it that the capital is converging too quickly in the 'infrastructure' sector, and the market is collapsing?" Mu Zhengxing, the trading team leader on Fang Xinsheng's side, looked at the market trend and was a little puzzled, "Isn't the market outbreak, isn't it a boom, then decline, and three exhaustion?" How can today's market performance be completely different! ”

Fang Xinsheng glanced at Mu Zhengxing, smiled, and explained: "The performance of 'one drum, then decline, and three exhaustion' you said is an ordinary concept of market speculation, for the main line market like 'infrastructure' that contains a large number of blue-chip stocks and requires a huge amount of funds to promote, in the case of the original lack of active stock funds in the market, once the emotional outbreak is too fast, the siphon effect on the active funds in the entire market is too much, which will cause serious blood loss in other areas of the entire market." ”

"The serious blood loss in other sectors will lead to the exhaustion of the entire market sentiment, which will induce a sharp increase in selling pressure in the main line of the market."

"Such a situation has caused the market to rise and fall in a trend pattern."

"In short, the market selling pressure is too heavy, and without the help of a large number of incremental funds outside the market, it is difficult for the market to play for a while, right?" Mu Zhengxing heard Fang Xinsheng's words and understood slightly, "Can the main line of 'infrastructure' still be successful?" ”

Fang Xinsheng pondered for a moment and said, "Look at the tail trend!" If you can maintain a relatively strong position, don't leave too many days to hedge the disk, then the market outlook is still expected, if you fall too much, today's highest funds are hedged, can not play the real money-making effect, then the follow-up trend, it will be difficult. ”

With a brief conversation between the two......

The trading hours of the two markets have been moved to 1:45.

I saw that with the preemptive diving of the small and medium-sized board and the gem, and the collective blood loss of the small-cap concept stocks in the two cities, the major industry sectors in the entire 'infrastructure' field and many blue-chip stocks that rebounded strongly were brought to 2115 points, and the Shanghai Index, which rose by more than 3%, also followed the trend and dived, and the lightning retraced to the 2100 point line.

At the same time, Huaguo China Railway, which has been strongly sealed by more than 100 million funds, is also dying in the diving.

As a result, the popular stocks in the entire 'infrastructure' sector, which have swallowed up a large number of active funds in the market, have accelerated their diving, and both the number of buying orders and the main buy orders are rapidly depleting on the disk.

Immediately afterward, when the time reached 1:55.

The Shanghai Composite Index further retreated below 2,100 points, losing important thresholds, while the Shenzhen Index and the ChiNext Index have fallen back to within 0.5%.

"Almost, huh?"

Seeing that the major indexes in the market have all jumped by more than 1.2%, Li Meng asked.

Su Yu stared at the two markets, pondered for a moment, and said: "Don't worry, wait a little longer, and wait until the panic selling of many popular concept stocks in the direction of the small and medium-sized board and the gem slows down, and it's almost over." ”

"Retail investors are chasing up and down, isn't the index falling the heavier the panic market becomes? Li Meng asked.

Su Yu replied with a smile: "The small and medium-sized board, the gem this wave of meat selling, is due to the retail group chasing up and down, the generation, now the 'infrastructure' field of core stocks, is also diving, so, holding small and medium-sized board, gem many concept stocks of the retail group, naturally began to hesitate, do not dare to cut the meat and then chase high, so ...... In view of the actual chip structure of the current small and medium-sized board and gem, there is no situation where the more it falls, the heavier the panic market. ”

"Got it!" Li Meng bowed slightly, "When the market seesaw effect is not so heavy, then the market chip structure under the stock game will naturally stabilize again." ”

Su Yu smiled and said: "Smart, so this diving range, although it looks scary, does not affect the overall trend of the market, after all, the market has experienced the limit of emotional freezing point not long ago, and these investors who remain in the market at the moment have low expectations, unless they chase up and down to adjust their positions, otherwise...... They don't leave the scene easily. ”

As the two discussed, the time trading time crossed 2 o'clock.

And when the time crossed by 2 o'clock, the disk trend that was originally extremely fast diving and looked scary suddenly slowed down again.

Until the time reached 2:23, the Shanghai Index, the Shenzhen Index, and the ChiNext Index bottomed out and rebounded.

"This is the time!" At this moment, Su Yu stared at the eyes of the two markets, and suddenly flashed a sharp light, and turned around and hurriedly gathered the traders, "Give me all the chips you threw from the board before, and at the same time ...... Li Meng, 100 million funds, seal the price limit of Huaguo China Railway, the market at the moment, need this popular leader as an example, let's re-play the market's money-making effect, so that the main line of 'infrastructure' has truly become the market powerhouse Hengqiang's capital gathering territory, leading the index to break through! ”