Chapter 400: Before the Bearish Lands!
"Boss, in this position, the risk of us continuing to chase the position is not small!"
In Shao Xiaoyun's yelling "buy", Liu Changling, the head of the trading team, couldn't help but remind: "Why don't you wait for the Shanghai Composite Index to really break through 2,500 points and confirm the bull market trend before starting? After all, this is not a right-hand opportunity, and it is still unknown whether the index can completely break through 2500 points!"
"The Shanghai Composite Index has been rising for ten consecutive trading days, and it is a completely bullish trend regardless of volume, energy, market technology, and news." Shao Xiaoyun responded, "According to this sentiment and trend, once the index crosses 2,500 points, it will go straight to 2,600 or 2,700 points, and it will not stop at all."
"I don't say the bottom when it falls, I don't say the top when it rises, I really understand the meaning of this sentence now."
"Guessing the top, guessing the bottom, it's stupid."
"Now that the market trend tells us that the direction is upward, according to the trend investment theory, the more hesitation, the more opportunities we miss, we have missed one before, and now the market trend is significantly stronger than we expected, so why can't we correct our mistakes and correct our trading strategies in time?"
"The process of trading is inherently based on the market's reaction and trend, and continuous strategy correction and opportunity selection."
"Now that the market is giving a signal, there's no reason why we shouldn't follow."
"Okay, Xiao Liu, execute, the upward trend in the market has begun to accelerate, believe me, within three days, we will definitely be able to see the Shanghai Index officially hit 2500 points, and there is no doubt that in the process of the Shanghai Index hitting 2500 points, "infrastructure" and "state-owned enterprise reform", the two hottest markets and the strongest core main lines in the future, are definitely the number one pioneer sectors leading the index to rush through, and the market trend will not be bad."
According to the market trend during this period, the two core main lines of "infrastructure" and "state-owned enterprise reform", as the market pioneer and leading market, have basically been deeply rooted in the hearts of the people, and from the perspective of the rise of various sectors and trends, the upward breakthrough trend is also the strongest.
Therefore, Shao Xiaoyun also has reason to believe......
When the Shanghai Composite Index hits the 2,500-point mark, these two core main lines, under the effect of extremely high sentiment and a large amount of follow-up funds, will be able to maintain the trend of "the strong will always be strong" and continue to lead the market.
Liu Changling saw that Shao Xiaoyun insisted on it, and he couldn't listen to his own opinion at the moment, so he couldn't help but sigh softly.
Subsequently, he still issued trading orders to the traders and implemented Shao Xiaoyun's trading strategy unscrupulously.
When Shao Xiaoyun instructed Liu Changling to execute the order to increase his position and regain the chips he had reduced his position in the early stage, in the trading room on the other side, that is, in the "Yinghui No. 2" fund trading room, Liu Guanhai, as a fund manager, stared at the rapid bullish market trend of the two markets, and then glanced at the extremely unbalanced positions on the fund account, as well as the remaining funds that did not dare to increase the position before, and his heart couldn't help but be anxious, and instructed Yu Lei, the leader of the trading team: "Xiao Lei, it seems that the truth of "the strong are always strong", Indeed, it has always been the truth of the market, and the two main lines of "infrastructure" and "state-owned enterprise reform" are really strong, and we have ...... before You really shouldn't be hesitant and conservative."
The day before yesterday, the market fluctuated violently, and there were signs that the market had peaked.
As a result, they hesitated in adjusting the position of the entire fund, and did not follow up in time at all.
After the market opened high yesterday, the amount of energy was insufficient, and the intraday shock went down, which exacerbated the worries in their hearts, but how do they know that the first two days, it is a simple high-level shock wash, and today's disk, and a comprehensive upward breakthrough, causing them to miss the opportunity to adjust and increase their positions again and again, and still have a serious shortage of positions in the core of the two main lines of "infrastructure" and "state-owned enterprise reform".
"The two main lines of "infrastructure" and "state-owned enterprise reform" are indeed extremely strong, and all adjustments have basically been completed within a day, and now they are ...... Looking at the trend of the market, the entire main line market has obviously moved from divergence to consistency again." Yu Lei responded, "In particular, Beixin Road and Bridge, the leading stock of the concept of the two cities, has actually walked out of the trend of the nine boards, from the bottom, almost tripled, this hype is outrageous, and it feels like the trend of last year's Shanghai Ganglian check, which is basically the same, and has become a big demon stock."
"yes!" Liu Guanhai sighed lightly, "We really missed a good opportunity, but ...... It should be too late to correct it now."
When Yu Lei heard Liu Guanhai's words, he was slightly surprised and responded, "Mr. Liu, what are you ...... Want to add to this position?"
"Why, can't you?" Liu Guanhai stared at him and asked.
Yu Lei pondered for a while and responded: "Although the market is indeed accelerating the breakthrough, it is still unknown whether the Shanghai Index can really stand firm at 2,500 points.
"Isn't the risk of increasing positions in the first two days small?" Liu Guanhai asked rhetorically.
Yu Lei replied: "From the analysis of the market trend of the day, the risk is not small."
Liu Guanhai laughed and said, "Isn't that the end? The financial trading market is always a matter of no certainty, the risk will exist at any time, now look at the Shanghai Index breaking through 2500 points, there is indeed a lot of uncertainty, but from the current disk analysis, the upward trend of the market, the amount of energy changes in the main line of the market, market news, sentiment, and even the peripheral market trend, in the short and medium term, are all good!"
"If we continue to be in this state at this time, we will do nothing."
"Then if the Shanghai Composite Index breaks through 2,500 points in one fell swoop and continues to soar, then let's follow...... There is a risk of chasing higher in a higher position."
"In addition, the performance of our fund has lagged behind in the first quarter of this year."
"If we can't catch up in the second quarter, and there is an obvious deviation in the position and investment direction, then not only will we have a hard time in the company, but it will also be difficult for investors to explain!"
As the manager of the company's main fund products, the fund performance continues to underperform the market.
Liu Guanhai's inner pressure is very great.
This also led to the reason why he could not completely calm down at this stage, grasp the level of buying and selling points, decline sharply, and even couldn't help but take risks and put his whole position into the main line market field of "infrastructure" and "state-owned enterprise reform".
Yu Lei heard Liu Guanhai's analysis remarks, and also knew that the entire fund trading team was facing a lot of pressure, and from the analysis of the disk, emotion, and capital volume, the two main lines of "infrastructure" and "state-owned enterprise reform" did not show any decline at the moment, and the upward trend in the market continued, and although the Shanghai Index broke through the trend of 2500 points, there is still uncertainty, but according to the market expectation divergence, the probability of a breakthrough is not small, so ...... Under the influence of these factors, Liu Guanhai chose to increase his position here, although the position was not very good, but it was not wrong, so he couldn't help but ponder for a moment, then nodded slightly, and carried out Liu Guanhai's instructions to the letter.
And with the execution of the order, with the addition of tens of millions of funds, continue to pour into the market.
At this moment, the main line of "infrastructure" and "state-owned enterprise reform", which has risen sharply across the board, has further increased in volume, and related hot stocks have continued to rise.
At 11:08, Huaguo Construction rose by more than 7%, and the turnover exceeded 800 million.
At 11:12, Huaguo Metallurgical closed the price limit again, and the two core infrastructure industry indices of "building materials" and "building decoration" rose by more than 4.5%, siphoning the market tens of billions of funds.
At 11:15, Kumho Group closed the board, with a market value of more than 38 billion, and the real estate sector index rose by more than 3.5%.
At 11:20, the Shanghai Composite Index broke through to 2475 points in one fell swoop, an increase of nearly 2%, continuing to refresh the annual high and this round of rebound to a new high.
At 11:25, in the core concept of "state-owned enterprise reform", more than 10 stocks rose by the limit, and 20 stocks rose by more than 5%.
At 11:30, the two cities ushered in the noon closing, the market was frozen, only to see the Shanghai Composite Index close at 2476.79 points, up 1.89%, the Shenzhen Index closed up 1.63%, the ChiNext Index rose 1.69%, between the two cities for half a day, a total of 78.936 billion transactions, compared with the previous period continued to increase significantly.
In addition, the transaction volume of the two core main areas of "infrastructure" and "state-owned enterprise reform" accounted for nearly one-third of the market.
Faced with such a hot midday closing situation......
The vast number of investor groups in the market can be described as very excited and excited, and on the online stock forum, for a while, the profit of the position, the yield of the period of time, and the investor groups that have been untied to the return of the capital, have emerged in endlessly.
And these screenshots, as well as the extremely optimistic statements of every investor.
are rapidly influencing the market light positions, or off-market eyes, and the vast number of potential investors who want to enter the market, affecting their investment decisions and trading strategies.
Similarly, various financial websites, social platforms, institutions, and internal exchange groups of tour capital.
Financial media, financial influencers, institutional analysts, well-known tour capital ...... At this moment, in the face of the market's momentum of the large-scale sunshine trend, in the face of the "infrastructure" and "state-owned enterprise reform" completely unreasonable comprehensive rise, they are also looking forward to waiting for the Shanghai Index to further rush through the customs and win the important position of 2,500 points, which is an important point in the bull and bear watershed.
However, in this extreme mood swing, the call of a bull market has almost formed a rolling torrent.
Undercurrents are surging between.
The news about the "resumption of the market after the IPO adjustment" began to leak from within the regulator to the outside, and many top investment institutions, as well as people with strong market information and intelligence, and people with developed connections, began to vaguely get some rumors at this noon.
"Mr. Su, the news has been confirmed, and on the 18th of this month, the market IPO will restart again." At 12:45 p.m., after Su Yu finished eating and returned to the trading room, Lin Antu, director of the company's market intelligence department, hurriedly reported and handed him a copy of the report, "The time of the IPO restart is expected to be earlier than everyone in the market expected, but in terms of issuance scale, issue valuation, and new rules for new share subscription, some reforms have been made, which have changed a lot more than the market expected, and it is estimated that it will bring some uncertainty to the market direction."
Su Yu took the copy of the report in Lin Antu's hand, glanced at the inside news he had heard, although he had already expected this, but still sighed slightly: "The leaders of the regulator are too anxious, in fact, it will be better to wait a little longer, until the Shanghai Index stands firm at 2,500 points, completely activate the confidence and sentiment of investors outside the market, and then restart the IPO and open up the direct financing link of the market."
"At several high-level economic meetings at the beginning of the year, it was said that it is necessary to increase the construction of the domestic financial market, give full play to the direct financing function of the stock market, and better contribute to macroeconomic construction." Li Meng continued, "I estimate that in the face of the long-accumulated problem of "listed dammed lakes", the pressure on the leaders of the regulatory level is also extremely huge, so ...... Even though the market is just getting better and market sentiment and confidence have not yet fully recovered, we have no choice but to restart the IPO plan at this juncture."
"There are also reasons why excellent domestic companies are going to list overseas, right?" Zhao Lijun in the trading room thought for a while and said, "I see that many people in the domestic investment circle are complaining that our domestic listing system has problems and always can't retain excellent companies.
"Each has its own ecological environment and development path." Su Yu said, "The national situation is like this, and there is nothing to criticize, but this news ...... It should cause a market earthquake in the afternoon."
Li Meng responded, "Won't it? After all, it's just gossip, and it's not yet time to confirm, and the big money that gets the inside news may run in advance, but the vast number of retail investors who are following the trend, as well as the funds from all walks of life who are not so sensitive, should still continue to do the upward market, and it is estimated that the market volatility will become bigger in the afternoon, but the rally should not be easily broken."
"Still, this is where the disagreement begins." Su Yu said, "The threshold of 2,500 points in the Shanghai Composite Index seems to be impossible to overcome in the short term."
"That afternoon...... Do we need to increase our selling?" Zhao Lijun asked.
Su Yu thought for a while and responded: "It's okay to keep the current rhythm, the real negative landing should be after the close of trading on Friday, counting today, we still have two and a half days to go."
According to the daily turnover of 30 billion to 40 billion yuan in the two core main lines of "infrastructure" and "state-owned enterprise reform", it is too late for us to reduce our positions by reducing positions by reducing positions into parts, and this time ...... Before the negative news is clear, there is no need to take the initiative to smash the market."
"After all, taking the initiative to smash the market will first attract the attention of the regulator."
"Second, the influence of our institutional trading seats will exacerbate the market's emotional volatility and panic news, which will greatly affect the liquidity of the market, which is not conducive to our exit."
"Moreover, the current Shanghai Composite Index is only about 1 point away from the 2,500-point mark."
"At this time, under the unanimous expectation of the bulls, the arrow of the general attack is on the string and has to be sent."
"In other words, the consensus expectation that the Shanghai Composite Index will hit 2,500 points has formed a siphon effect on the entire market sentiment and capital buying.
"Therefore, before the bearish landing, no matter how we analyze it, we still have enough time and opportunity to complete the set goal of reducing positions, and there is no need to radically change the trading strategy."
"Got it!" Under Su Yu's detailed analysis, Zhao Lijun finally understood, nodded, and stopped saying things like speeding up the pace of reducing positions.
At this time, with the brief discussion of everyone, the time has quickly moved to 1 o'clock in the afternoon.
The stagnant disk of the two markets, under the fermentation of mood and various market news at noon, once again ushered in continuous trading and began to beat violently again.