"Open low, make up for the fall!" Seeing the initial call auction situation in the market, Yu Hang, Yu Hang Investment, in the trading room, Li Meng, who was staring at the disk, also showed obvious surprise in his eyes, "Under the stimulation of the good, the mood is so weak, it is really unexpected." ”

"Not strange." Su Yu stared at the market on the big screen in the trading room and said, "The external disk fell sharply for two consecutive days, releasing a very bad signal, coupled with the violent market fluctuations yesterday, it has never been able to stand at the 2200 point mark, resulting in the expectations of many investors in the market, resulting in a downturn at the beginning of today's market." ”

"As for the two main lines of 'state-owned enterprise reform' and 'infrastructure', they are suddenly weaker than the market."

"This is also in these two areas, the accumulation of short-term profits, to significantly more than other conceptual areas of the two cities, in the overall market sentiment, the moment of loose chips, the differentiation of these two areas, the situation of capital selling, will naturally be greater than other conceptual field plates."

"But ......"

Su Yu paused for a moment and continued: "It's still the same sentence, there is no need to be pessimistic. ”

"The trend of U.S. stocks can affect the opening sentiment of A-shares, but it cannot affect the sentiment of the stock market throughout the day, as well as the main capital activities.

"On the macro front, the domestic economic structure, as well as the growth trend, are also much stronger than those of the United States."

"So, no matter how you look at it, there is no reason to be pessimistic."

"In addition, the two main lines of 'infrastructure' and 'state-owned enterprise reform', taking advantage of this wave of panic in the periphery, differentiation and adjustment, is not a bad thing, but ...... If this wave of adjustment is sufficient, the follow-up market sentiment will pick up, and the height of the space will exceed expectations. ”

"In this case, it is a good thing for the main line market to open low and make up for the fall?" Li Meng didn't quite understand, and asked a little puzzled.

Su Yu nodded and said: "We all know that the basic logic of the two main lines of 'infrastructure' and 'state-owned enterprise reform' is hard, there are expectations, and there is room for imagination. ”

"Any mainline market, without the continuous exchange of chips, will not go far."

"There are too many people sitting in a sedan chair in the field, and people outside the field can't lift it, so they naturally don't lift it, this hype principle, whether it is short-term emotional hype, or long-term trend hype, the logic is applicable."

"Where there are differences, there is a market."

"Often the divergence of the market is where the market is generated."

"Because of the disagreement, it means that the exchange of chips is sufficient, and it means that a new synergy in the market is brewing and forming."

"On the other hand, the two core main lines of the market, 'infrastructure' and 'state-owned enterprise reform', after a sharp rise in recent days, the short-term profit disk in the field has been piled up very heavy, these profit disks are not in the shock divergence of the disk, out of a part, such a heavy sedan chair, the incremental funds that continue to follow up outside the market, can not be lifted, and even if it can continue to lift for the time being, the forced upward attack, the space will be greatly reduced."

"Nowadays, the external market has plummeted, and the sentiment in the market, under the superposition of various factors, is in a downturn again."

"Bearish sentiment has once again suppressed the market."

"In such a situation, part of the funds that have been profitable in the market, considering the possible decline in the market, and even the risk of a crash, the desire to make profits and take profits will be much stronger than those who are not deep, and the investor groups who cut positions and stop losses, after all, under the shadow of the bear market atmosphere, in the defects of human nature, the chips of profit often do not have the chips to lose."

"Originally, I was thinking about ......"

"If today's market, the opening sentiment continues to be high-pitched, and the two main lines of 'state-owned enterprise reform' and 'infrastructure' can not be washed away...... No need for it. ”

When Li Meng heard Su Yu's words, he looked at him in surprise and said, "So, today's trend is taking advantage of your mind?" ”

Su Yu laughed lightly and replied, "So to speak!" ”

While the two were talking, the market trading time had moved to 9:18.

I saw that after three minutes of initial call auction, the two main concepts of 'infrastructure' and 'state-owned enterprise reform', related popular stocks, their disk selling, more and more heavy, stock price performance, is getting lower and lower, even ...... Among the core popular stocks, Beixin Road and Bridge, which is regarded as the leader of the concept of the two cities by the majority of investors in the market, has the blessing of Su Yu's 'Fusheng Road' seat, and the premium has risen from 8% at 9:15 to around 3% in lightning, and continues to fall with the passage of time.

As for other 'Shibei High-tech, Waigaoqiao, Shanghai Sanmao, China Fortune, Kumho Group' and other core concept hot stocks such as yesterday's daily limit.

The premium at this moment is almost none.

Among them, China Fortune and Kumho Group have turned green, and their stock prices have gradually fallen into deep water.

"But looking at the trend of these two main lines, it is indeed a little scary." Li Meng's eyes were still focused on the market trend of the two cities, and continued.

Su Yu responded: "It's not scary, how can you attract all kinds of selling, resulting in a large number of turnovers?" ”

"Master, yesterday's opening was the high point of the market sentiment throughout the day, and today's opening is the low point of the market sentiment throughout the day, right?" Liu Yuan, who was also staring at the market seriously, answered, "You said that the buying and selling points and emotional nodes of the market often coincide, which means that today's opening should be the intraday buying point, right?" ”

"It's hard to judge whether it's the lowest point of the day's emotions, but it's certain that it's near the low." Su Yu responded to Liu Yuan, "If you want to buy and do T in a small position at the opening, there should be no big mistake." ”

"Hey, Mr. Su's ......" In Su Yu's response to Liu Yuan, Zhao Lijun suddenly interjected, "Today's 'state-owned enterprise reform' and 'infrastructure' fields are generally corrected, but yesterday's late market changes are the marginal garbage concept stocks that you said are hard to rub the concept of 'state-owned enterprise reform' and 'infrastructure' at a low level, but the performance is good. ”

"These votes, no one paid attention to them before, coupled with the very low position, and there is no internal profit plate to suppress the disk, in the case of all the popular leading votes callback, and the basic logic of the two main lines of 'infrastructure' and 'state-owned enterprise reform' has not been broken." Su Yu said, "It's not surprising that you have concentrated your strength and chosen to switch between high and low here." ”

Although the external market fell sharply, resulting in a downturn in internal sentiment, and the market opened sharply lower, which was somewhat unexpected to him, the overall market changes, and even in the initial call auction stage, the flow and attack position of the main funds of the market were still similar to what he expected.

"Huaguo China Railway, Huaguo China Metallurgical, opened as low as 3 points." Seeing that the call auction time was approaching 9:20, Li Meng frowned and asked, "Do we need to hold a hand?" I feel that after such a fall, after yesterday's sharp market shock, it has weakened a lot of long investment sentiment, and there are signs of complete collapse! ”

Su Yu shook his head and said: "No, the market is smart and has more funds than we think, we didn't get the chips at the low level before, and the over-the-counter funds that went short are more than we thought. ”

"Do T in a small position, just watch the show seriously!"

"The narrow range of the Shanghai Composite Index from 2140 points to 2180 points will not be broken."

As he spoke, the time quickly crossed 9:20, and the two cities entered the real call auction link that could not be cancelled.

I saw that after a large number of cancellations in the last minute, the downturn in the two cities was better than the previous five-minute call auction state, although the number of low individual stocks remained at about 75%, but there was already a concept plate red plate, and there was a money-making effect.

Of course, from 9:15 a.m., the two main core concepts of 'infrastructure' and 'state-owned enterprise reform', which have shown a weak form, are still weak at the moment.

Building decoration, building materials, steel, real estate several major sector indexes, low opening range, have reached more than 1.5%, of which the steel sector is the weakest, down 1.83%, and the 'state-owned enterprise reform' concept plate index, at this moment, also fell 1.43%, about 90% of the stocks in the sector opened low.

Immediately afterwards, with the passage of the call auction time between the two cities.

The overall pattern of the two cities, as well as the performance of the industry sector and the concept plate, have begun to stabilize, the number of selling orders and the number of buying orders, increasing simultaneously, and the long and short forces, as if the market opened sharply lower, have reached a balance, and the panic selling sentiment will not continue to spread.

"Feeling...... It's not that bad! ”

Seeing that the market call auction situation was gradually stabilizing, at 9:22, inside the magic capital, Zexi Investment, and in the fund trading room, Zhou Kan exhaled a long breath and said calmly: "I thought I would open at least 2 points lower, but I didn't expect it...... It's better than expected! ”

"It was indeed better than expected!" Xu Shen bowed slightly, "It seems that the market is in this position, and it is indeed not easy to fall." ”

"However, today's 'infrastructure' and 'state-owned enterprise reform', the two core main lines of the market, are not very good." Zhou Kan continued, "These two main lines are going to pull back sharply today." ”

Xu Shen smiled lightly and said, "It's a good purchase!" ”

"Buy some?" Zhou Kan was surprised.

Xu Shen nodded and continued: "If you look at the two core main lines of the market, 'infrastructure' and 'state-owned enterprise reform', the vast majority of popular stocks opened low by a margin, is it similar to the low point of yesterday's intraday shock? ”

Zhou Kan pointed to the K-line trend of the core popular stocks of 'infrastructure' and 'state-owned enterprise reform' such as China Railway, China Metallurgical, Huagong International, Huaguo Communications Construction, Huaguo South Locomotive, Huaguo North Locomotive, Pudong Construction, etc., and indeed found that the low opening range of today's call auction for these stocks coincided with yesterday's intraday earthquake low, and he couldn't help but be very surprised and asked: "What does the boss mean...... These tickets, still can't fall? ”

"It's clear that these votes have a strong undertake." Xu Shen said, "There are countless funds in the market and outside the market that want to absorb the two main lines at a low level, and there are many people who want to buy at a low level, and there are obviously not enough people who want to sell at a high level, so it is naturally difficult for the stock price to fall sharply." ”

"In addition, the emotional impact of the external disk is short-lived."

"The Shanghai Composite Index rebounded from the low level of the continuous long white line, has established the trend and expectation of the rebound, and at the same time played a sufficient market volume in these days, activating the market investment sentiment and money-making effect.

"Each financial trading market has its own trends and trends."

"Although the global financial market is linked, it is not the same as the rise and fall."

"A-shares have just experienced extreme sentiment and hit the bottom of the market, and now that the rebound trend has formed, it will not suddenly reverse again."

"That's why I said that today's low sentiment is a good buying point, not a selling point."

"Then ...... we" Zhou Kan paused when he heard Xu Shen's words, and continued, "Continue to increase positions along the two main lines of 'infrastructure' and 'state-owned enterprise reform'?" ”

Xu Shen nodded with a smile and said, "Yes, continue to increase your position!" ”

"Okay!" Zhou Kan felt that his trading thinking was still a little unable to keep up with Xu Shen, but this did not affect his resolute implementation of Xu Shen's instructions.

So, after he answered.

The next moment, he turned sideways to the traders behind him and gave instructions to continue buying the relevant target stock.

And with the increase of Zexi Investment......

Reflected on the disk, that is, when the call auction time crossed 9:23, the "infrastructure" and "state-owned enterprise reform" fields that opened sharply lower, related popular stocks, core stocks, and active buying orders on the disk began to increase rapidly, and the low opening range also decreased rapidly.

Finally, when 9:25 came, the call auction between the two cities ended.

The core sectors of 'infrastructure' such as building decoration, building materials, iron and steel, and real estate, as well as the concept of 'state-owned enterprise reform', recovered almost one-third of the decline compared with the moment of 9:20, and the relevant indices have returned to between 1% and 1.2% declines.

As for the popular stocks and core stocks in the two major areas.

The lower opening range is mostly between 1% and 2%, which is not lower than the lowest point of the lower shadow on yesterday's K-line pattern.

And as the only three-board height in the two cities, the stock of 'Beixin Road and Bridge'.

In the last minute of the call auction, it rose sharply, and finally opened 4.75% higher, with more than 8 million transactions, maintaining a strong state.

In addition to the two core main lines of 'infrastructure' and 'state-owned enterprise reform', which have attracted the attention of market investors.

Other industry sectors and concept sectors in the two cities also recovered a lot of low-opening declines in the last two minutes of the call auction, and the final low-opening range was mostly distributed between 0.5% and 1.3%.

Under the influence of all these industry sectors and concept plates.

Originally, everyone thought that the major indices of the market would open sharply lower, but also maintained a relatively stable posture, and the low opening range was within 1 point.

Among them, the Shanghai Composite Index opened 0.79% lower at 2158.16 points.

The Shenzhen Index and the ChiNext Index opened 0.81% and 0.86% lower, respectively, and several major indices swallowed up yesterday's gains.

In the face of such an opening situation, the majority of investors in the market are surprised, disappointed, and panicked...... The long and short sentiments are still intertwined, and the bearish sentiments are still clearly dominant.

"Hey, it's still so low, speechless!"

During the short pause when the market was moving towards the official trading stage, some investors complained in the discussion area of the stock trading platform.

"Although it opened close to 1 point lower, it is much better than last night's U.S. stock fell by 4 points.

"The key is not the low opening range of the index, but the two main lines of 'infrastructure' and 'state-owned enterprise reform', which obviously show some signs of collapse!"

"Indeed, the performance of today's 'infrastructure' and 'state-owned enterprise reform', the two core main lines of the market, in the call auction is simply significantly lower than expected, which is particularly ...... These two core main lines, there were a lot of good and exciting things last night, and today they actually opened like this. ”

"Judging from the entire call auction, the main funds of the two core main lines are obviously showing signs of retreat."

"It's been rising for three days in a row, don't you want people to adjust it? These two main concepts, I feel normal to make up for the decline today, and ...... To be honest, it didn't fall much, did it? ”

"It's not a question of how much it falls, it's ...... These are these two main lines, in recent days, for the first time, underperformed the Shanghai Index, underperformed the market, weak market, such a performance, should cause alarm. ”

"I also don't feel right, I've sold half of my position in the call auction, I've always done a roller coaster before, this time I finally caught a market, and I can't go on a roller coaster anymore, but I feel that the market of these two main lines has not been finished, if I step back on the low level, I will sell this half of the chips, and then take it back."

"My Beixin Road and Bridge is also out of half of the position, the check in front of such a strong triple board, today's set auction almost opened low, this is still with the blessing of Mr. Su's 'Fusheng Road' seat, I feel ...... This check is also going to be adjusted, and when it falls down to do a second wave of the market. ”

"Beixin Road and Bridge are fine, Shibei High-tech, Waigaoqiao, Shanghai Sanmao, Huaxia Happiness...... These tickets that closed the daily limit yesterday are a strange trend today, and with the support of the good, there is no premium, and they are low, why don't you sell them? I can see that today's market situation is definitely not on the two main lines of 'infrastructure' and 'state-owned enterprise reform', and these two main lines should indeed be adjusted. ”

"The collective bidding of medicine and consumption is quite strong."

"In the safe-haven sector, if the market expectation is poor, medicine and consumption will appear slightly stronger."

"This also shows in disguise that the main funds in the market are not optimistic about today's market trend, right?"

"I feel that the Shanghai Composite Index will really step on the support of 2,000 points, reconfirm the bottom of the market, and the peripheral trend is very bad, the U.S. stock market is a bit high, at this time, be cautious, it's always good."

"In today's market, if there is a profit, you can get out of the low level and then pick it up, and if you are trapped, then there is no need to move."

"Hey, I hope the market can be stabilized, I finally got a mouthful of blood back, and I can't go back!"

"It doesn't feel that bad, does it? In the last 2 minutes of the call auction, there are obvious signs of the main funds rushing to raise, maybe...... Today the market reversed again. ”

"Look at the next performance of Beixin Road and Bridge, this check is the highest target in the market, if it can play the space again, then the market reversal, maybe there is real hope."

"The two main lines of 'infrastructure' and 'state-owned enterprise reform' are obviously long and short divergent today, and it is extremely difficult for Beixin Road and Bridge to play the height of the four boards, but ...... It is not impossible, as long as Mr. Su's 'Fusheng Road' increases his position strongly again, I believe that there will be other main funds to follow. ”

In the heated discussion of the interweaving of long and short......

The 5-minute short suspension time passed in a flash, and at 9:30 a.m., the two markets ushered in the official trading session.

I saw the stagnant two market disks, just began to beat, after 5 minutes of brewing market, that is, began to change rapidly, among them, as the core point of the market's focus on the 'Beixin Road and Bridge' stock, within a minute, broke out five consecutive 10,000 large buy orders, directly the stock price, lightning pushed up to around 8% of the rise, so that the bearish stock, in the call auction on the rush to sell investors, dumbfounded.

(End of chapter)