Chapter 366: The market shrinks, long and short are intertwined!
"Damn, so strong?"
Seeing that the stock of Beixin Road and Bridge had just opened, it was robbed by a continuous 10,000-hand large order, and in the Yuhang Youzi group where Su Yu was located, some Youzi showed a very surprised look, and spoke in the group: "It won't be directly on the 4th board, right? It's ridiculously strong!"
"Probably not! Today's market sentiment is not very good, and it is not easy to make 4 boards."
"Who made the tens of thousands of large orders in a row just now? The courage is not small, but Beixin Road and Bridge will not change hands violently today, I am afraid that it will be difficult to seal the board, after all, there are really a lot of profits in the market."
"Today, it is clear that the two main lines of "infrastructure" and "state-owned enterprise reform" diverged."
"I originally wanted to open a low position to absorb some Beixin Luqiao chips, but this instantly pulled to a rise of 7 or 8 points, and I feel that it is not cost-effective, hey...... It's hard!"
"Indeed, if it is a low shock, Beixin Road and Bridge is still attractive today, and now it ...... That's it."
"The main reason is that the four boards are very difficult, and I am not sure whether Mr. Su's "Fusheng Road" seat will continue to be locked today."
"Relatively speaking, it's better to switch between high and low markets, right?"
"Today's market sentiment is not very good, coupled with the three boards in front of Beixin Road and Bridge, the turnover rate is relatively insufficient, and the profit in the market is too heavy, otherwise I will be on it, after all, throughout the two cities, the popularity of this check is still the strongest, really pull up, the follow-up effect of various funds, will not be bad."
"Wait patiently, I don't believe in this turnover rate, someone dares to continue to seal the board."
In the midst of heated discussions and cautious optimism......
Sure enough, the rapidly raised Beixin Road and Bridge, in the absence of the main funds to continue to fight high, up the board, its trend briefly fluctuated around 7 or 8 points for a while, and began to fall again, at about 9:38, the increase fell back to 4.75%.
"Haha, I'll just say, it's not enough to change hands, it's impossible to seal the board directly upward!"
In the changes in the market of the two cities, the news continues to refresh in the Yuhang tour capital group, and the tour capital that predicted the trend of Beixin Road and Bridge before, couldn't help but sigh.
"It seems that today is indeed the day of divergence between the two main lines of "infrastructure" and "state-owned enterprise reform".
"It's a good disagreement, just a little bit of a chip at a low level."
"It's not very easy to attract chips, and many popular stocks in the two main lines of "infrastructure" and "state-owned enterprise reform" have not broken yesterday's intraday lows at all."
"If you don't break yesterday's intraday low, you will be able to absorb chips for a few minutes."
"Yes, if it breaks yesterday's intraday low, I'm afraid we will have to continue to adjust downward."
"Judging from the trading situation at the opening, the market has shrunk a lot today, and the index opened low, which did not trigger panic selling.
"Indeed, I feel that the market investment sentiment has warmed up a lot compared to the opening."
"It still depends on whether the trend of core popular stocks in the fields of "infrastructure" and "state-owned enterprise reform" in the fields of Beixin Road and Bridge, Shibei High-tech, Huaguo China Railway, and Huaguo China Metallurgical can stabilize here? If these stocks can stabilize in the opening half hour, then today's sentiment is likely to be like this, and the index is estimated to fluctuate gentler."
"Today's "infrastructure" and "state-owned enterprise reform" The two main lines of the market have been adjusted, but I feel that the other lines have not been produced by the market, the logic of "growth stocks" in the direction of the small and medium-sized board and the growth enterprise board, as well as the two main lines of the "mobile Internet" and "smart phone industry chain", is there really no prospect?"
"The current money-making effect of the market is piled up on the two lines of "infrastructure" and "state-owned enterprise reform", and the other main lines...... For the time being, there is indeed no sign of major funds making transactions."
"The two major fields of medicine and consumption, after the opening, attracted a lot of funds."
"However, these two major areas, in terms of current logic and expectations, are still far inferior to the two core main lines of "infrastructure" and "state-owned enterprise reform", and it is difficult to have room for hype."
"Medicine and consumption are safe-haven sectors, and this time ......
In this case, as long as the index adjustment is over and rises again, the defensive sectors such as medicine and consumption will soon be abandoned by the main funds, so ...... I think that the pharmaceutical and consumer industries, which are performing well at the beginning today, do not have the basis for a sustainable market at present, and in comparison, the investment and speculation opportunities of the two core main lines of "infrastructure" and "state-owned enterprise reform" are greater."
"Since the rebound has not ended, we should just focus on the two core conceptual areas of "state-owned enterprise reform" and "infrastructure", and just do it all the time."
"Yes, in fact, the main line market, the divergence adjustment stage after the first wave, is the best time to adjust positions and swap shares, and further determine the direction of investment and speculation."
"Today's hype of "high and low switching" also revolves around the two main lines of "infrastructure" and "state-owned enterprise reform."
"This shows that the direction of capital attacks and optimism in the market has not changed."
"So, I feel that Beixin Road and Bridge can continue to buy."
"I also feel that although it is difficult for Beixin Road and Bridge to board today, the overall upward trend should be far from the end."
"Looking back at the stocks speculated by Mr. Su last year, from Shanghai Ganglian to Waigaoqiao, and then to Potential Hengxin, which one is not several times higher? Look at Beixin Road and Bridge, since the start, this has only gone to the third board, the increase is not even 50%, the space can be said to have just opened, according to Mr. Su's stock selection, speculation logic, even if the lowest doubling of the market, there is at least 50% increase, the current ...... I can continue to participate in the relay."
"In that case, fuck it!"
The message in the group was quickly refreshed, and everyone was discussing fiercely......
Time quickly crossed 10 o'clock, the Shanghai Index, the Shenzhen Index, the ChiNext index at the beginning of the session after a rapid rush for a period of time, began to maintain a low-level shock pattern, at the same time, the two cities on the time-sharing volume, compared with yesterday, also began to gradually decay, among them, as the two cities are most concerned about the "state-owned enterprise reform", "infrastructure" two main areas, after slowly falling to yesterday's intraday low point, also began to maintain a continuous shrinkage of the shock trend.
And this volatile situation, in the interweaving of buying and selling, has been maintained until the close.
Finally, at 3 o'clock in the afternoon, the moment when the two markets were frozen, the Shanghai Composite Index closed at 2157.16 points, down 0.84%, at the opening of 2158.16 points, only one point apart, and the Shenzhen Index and the ChiNext Index fell by 1.05% and 1.13% respectively, which was still significantly weaker than the Shanghai Index.
In addition to indices, industry sectors, concept sectors, and individual stocks.
I saw that the two major sectors with strong hedging attributes of medicine and consumption performed well today, and the sector indices were in the red, among which the core stocks, such as Gree Electric Appliances, Midea Group, Changchun High-tech and other high-quality white horse stocks, have bucked the trend and gone higher, with an increase of more than 3%.
As for the core stocks in the two core main areas of "infrastructure" and "state-owned enterprise reform", which have attracted much attention from the market.
and "growth stocks" related to "mobile Internet" and "smartphone industry chain" in the direction of small and medium-sized boards and gems.
Today, they have underperformed the market, leading the two cities, of which Netspeed Technology rarely fell by 5%, hitting a new low in the year, and LeTV and Huayi Brothers also fell by 3%, refreshing a new low in the year; The core blue-chip stocks of "infrastructure" and "state-owned enterprise reform" such as Huaguo China Railway, Huaguo China Metallurgical, Huagong International, and Huaguo Communications Construction fell between 2% and 5%, basically fluctuating around the intraday low set on Sunday.
Of course, such as Beixin Road and Bridge, Shibei High-tech, Shanghai Sanmao, Pudong Development, Shanghai Construction Engineering and other core concepts in the field of "infrastructure" and "state-owned enterprise reform", the core concept of speculation stocks is still relatively maintained today, after the violent shock, they have closed in the red, which ...... Although Beixin Road and Bridge did not complete the 4 consecutive boards, further opening up the market's upward speculation space, it also maintained a 5% increase, setting a record of more than 40% increase in a single week, topping the weekly growth list of the two cities, and also occupying the first place in the hot list of popular stocks in the two cities.
Outside of index, sector, and individual stock performance......
The overall turnover of the two cities today is compared with yesterday
In the day, there was also a significant contraction, with the turnover from more than 100 billion yesterday to about 90 billion, of which the Shanghai market turnover was more than 48 billion yuan, and the Shenzhen market turnover was more than 44 billion yuan.
Faced with such a closing result, all investor groups in the two cities.
There are those who complain, those who rejoice, those who are gratified, and those who are satisfied......
Generally speaking, the pattern and shape of the market have made some investors who are full of expectations, passionate, and accustomed to short-term speculation slightly disappointed; However, for those investors whose expectations are not high, or who have not caught up with the market before, and are short, it is fortunate and gratifying.
After all, several major indices failed to maintain their strong status today and closed again.
However, compared with the 3% or 4% decline in the peripheral stock market, it is already a relatively strong and relatively ideal result.
What's more, yesterday's huge market shock, 2200 points of failure to rush, but also relatively hit the market's bullish sentiment, today the market can stabilize, no panic selling, is already quite a good trend.
Of course, although the trend of the index is relatively outstanding, it is still relatively strong.
However, under the influence of the bearish sentiment that enveloped the global financial market, under the influence of the closing results of the index closing down in real terms and getting farther and farther away from the 2,200-point mark, the expected expectations of the entire market for the future market, as well as the entire bullish sentiment, have been hit very hard, and there are obvious signs of recession.
"Compared to yesterday, the market has shrunk so much."
Yu Hang, inside Minghui Capital, in the main fund trading room, fund manager He Hong looked at the two markets that had long been fixed after a brief review, and frowned: "Today's index has not been red, and what was chased at a high level yesterday is basically all trapped today, and the market outlook is ...... It's not optimistic!"
"I think the market is pretty optimistic." On He Hong's side, General Manager Xu Zhongji said with a smile.
He Hong glanced back at Xu Zhongji and asked, "What is the logic of Mr. Xu's optimism about the market outlook?"
"Although the index closed down today, compared with the external performance, its volatile situation is still very strong." Xu Zhongji said, "And you look at the two core main lines of "infrastructure" and "state-owned enterprise reform", although these two core main lines are generally weaker than the market today, but their core popular stocks have basically not fallen below the low point set yesterday. This shows that the bottom support of these two main lines is quite strong, and the market is very probable, and it has not been completed."
"And this round of market rebound, the core market landing point, is the two core main lines of "infrastructure" and "state-owned enterprise reform"."
"It can be said that this week's rebound market is driven by the two core main lines of "infrastructure" and "state-owned enterprise reform", and now it is ...... Since the market of these two main lines has not ended, it means that the index market has not been completed, and the Shanghai Composite Index is likely to continue to rise and continue to hit 2,200 points."
"As for whether it can stand firm at 2,200 points in the end, it will really open up the market space for the future."
"It depends on the further development of the market and the performance of the external market."
"And today's market has shrunk significantly compared to yesterday, I don't think it's a bad thing, and in the rebound of the market, the market doesn't have to continue to increase volume."
"Stopping occasionally and digesting the floating chips may be more conducive to the development of the market outlook."
"Peripheral market ...... I feel like there's a sign of a crash!" He Hong admitted that Xu Zhongji's words did have some logical support for the market to continue to rebound in the future, but he still had to worry in his heart, "From the perspective of historical development, A-shares have never been independent of U.S. stocks and have taken the precedent of an independent market."
"The U.S. stock market rally last year is the only one in the world." Xu Zhongji said, "It should be normal to adjust a little this year, right? And for now...... The long-term bull trend of U.S. stocks has not broken for many years, and the short-term adjustment should not affect the long-term trend, and furthermore, ...... From the macro perspective, this year's global economic development, in terms of expectations,
It's obviously stronger than last year."
"In anticipation of the global economic recovery, the U.S. stock market, as the world's most important stock trading market, should react."
"Anyway......"
Xu Zhongji paused and continued: "In this position, it is really not appropriate to be overly pessimistic, after all, even if the index continues to fall back, how much can it fall to the maximum? Back to 2000 points? Or a new low with a limit of 1800 points? No matter how you look at it...... In this position, there is not much room for downward movement, but there is infinite room for imagination upward."
"Moreover, in recent days, there has been so much new inflow of major funds."
"These main funds are not open to the good house, if they don't make room for the upside, with the current market liquidity, let them ship with the profits they take?"
He Hong knew that Xu Zhongji's last sentence was Mr. Su of Yuhang Investment, and after thinking about it, from the perspective of chip games, it was indeed this principle, and the worry in his heart relaxed slightly, and said: "Then listen to Mr. Xu, and take a look at it later, if the index continues to go down and increase the volume again, then we should stop the loss in time and change the strategy."
"Well, let's take another look!" Xu Zhongji replied lightly.
Subsequently, after taking a look at the time that had reached half past 5 o'clock in the afternoon, the trader couldn't help but adjust the large screen of the trading room to the interface of the dragon and tiger list of the two cities that had been refreshed.
I saw that after a day of shrinkage and shocks, the stocks on the list today have decreased by 7 compared with yesterday.
Among them, in the two main areas of "infrastructure" and "state-owned enterprise reform", Shibei High-tech, Beixin Road and Bridge, Shanghai Sanmao, Kumho Group, China Fortune, and Bayi Iron and Steel continue to be on the list.
"There are still no seats for the "Fortune Road" and "Fusheng Road", and Mr. Su continues to lock up the position!"
Seeing the refreshed data of the Dragon and Tiger List, countless concerned investors couldn't help but sigh after looking for it.
"It's not a good thing, Mr. Su locks his position, which proves that Mr. Su is still optimistic about the market outlook, and it also proves that today's index pullback is a benign pullback."
"Hey, I'm scared to death, I saw that the Beixin Road Bridge was so heavily thrown on the plate today, and I thought that Mr. Su had left."
"Mr. Su continued to lock up his position, and he knew that he should go to Beixin Road and Bridge today."
"Not only Mr. Su's seat has not been released, but Huaxia Fortune's "First Securities Shenzhen Huaxin Road Business Department" has not been released, and Boss Ge has also locked his position."
"Not only Boss Ge locked his position, but Jiefang South Road also increased his position!"
"I'll go, it's true, the chief helmsman has newly bought 20 million funds each of Shibei High-tech and Beixin Road and Bridge!"
"Guys, they didn't even come out."
"There are also institutions in the organization, and there are still institutional seats in China Fortune today."
"It's that the two checks of Huaguo China Railway and Huaguo China Metallurgical are not on the list today, I don't know if Zhang Mengzhu of "Chunhui Road" is still there, and I don't know if the institutional seats are also increasing their positions in these two core blue-chip stocks."
"The stocks that are not on the list can't be managed, but judging from the stocks on the list alone, it is enough to have the news that the main funds from all walks of life have not left."
"Indeed, this is enough to show that the two main lines of "infrastructure" and "state-owned enterprise reform" have not been completed."
"Hey, today's Dragon and Tiger list data, on the whole, is really good, but isn't the data of yesterday's Dragon and Tiger List also very good? Did the market fall today?"
"Therefore, it is not enough to just look at the news of the domestic stock market, but also to consider the impact of the US stock!"
"The peripheral stock market won't fall sharply tonight, right?"
"It's hard to say, I feel that because of the sharp drop in U.S. stocks for two consecutive days, a shadow of panic has shrouded the global financial market, and our big A has always been the weakest in the world, and the probability of not following is extremely small, so ...... Given the extreme conditions on the periphery, we have to be cautious."
"But it's Friday today, and you can gamble on the news of the weekend, right?"
"I don't think there's going to be any good news!"
"Don't expect heavy profits or anything, as long as you don't make any negative ones."
"I'm still saying that, it's useless to analyze so much, our information channels and for the market
understand, it is impossible to surpass those big institutional analysts and traders, so ...... I think following the smartest main operation in the market is the most convenient and effective way, since Mr. Su continues to lock up positions, in yesterday's market shock, today's market decline, there is still no hair, then we don't need to be afraid."
"Yes, since Mr. Su hasn't come out, then let's just lock up the position."
"After all, when it comes to actually running, Su can always run, and we have so much less money, so we can definitely run."
"I'm afraid that the U.S. stock market will continue to fall sharply tonight, and there will be a negative or something over the weekend, and the index will directly gap low next week, and all of them will be suffocated."
"I'm afraid of this and that, in a weak market, I feel like I can't make money."
"I feel that in terms of operation, it's better to simplify the complex, anyway, I'll admit to death, Mr. Su won't come out, I won't come out, I won't take it in this round, I don't believe it, and the index can fall back to 2000 points."
Many investors have heated discussions about the data of the Dragon and Tiger List.
With the passage of time, the bullish and short sentiment of the entire market remained in a state of stalemate until ...... At the opening of the U.S. stock market in the evening, under the shroud of bearish sentiment, the U.S. stock market opened low and went high in the form of a low opening, and after recovering a large number of yesterday's plummeting declines, the long-short sentiment of the domestic market was reversed.
Then, two days over the weekend.
The regulator has been in a bullish mood in the market sentiment and has not continued to stimulate, and the news is calm.
In the end, when the news was calm, the trend of the external market improved, and the worries of the US stock market crash gradually dissipated, on Monday, April 28, the two markets ushered in the opening again.
However, to everyone's surprise......
After two days of emotional fermentation over the weekend, in the case of bullish sentiment.
After the market opened slightly higher, it did not stabilize for even 10 minutes, and continued to fall underwater, entering the same shrinkage shock situation as last Friday.
And this volatile situation has been maintained from the beginning of the session to the close.
Finally, the Shanghai Composite Index closed down 0.56%, and the point fell further to 2146.39, while the Shenzhen Composite Index and the ChiNext Index fell nearly 1% again, weaker than the Shanghai market's performance.
In addition to the index performance that everyone expected.
The turnover of the two cities has further decayed, from more than 90 billion on Friday to more than 88 billion, of which the Shanghai market turnover is greater than the Shenzhen market turnover pattern, which has not changed, and the strong performance of the consumer and pharmaceutical sectors on Friday has become a round of the market, and the two core main lines of "infrastructure" and "state-owned enterprise reform" have once again provoked the beam, maintained the red market shrinkage and shock, and re-demonstrated the performance of the market stronger than the market.