Chapter 402: The 'Pendulum Effect' of the Market!
"Not really." Xu Shen said, "Old Joe's news is usually credible. ”
Zhou Kan responded: "Then today's data on the Dragon and Tiger List, as well as the trend reaction, is a little abnormal, and it ...... Mr. Su, who was invested by Yuhang, seems to have no movement! ”
Xu Shen pondered for a while and said: "It is estimated that after a little rumor, the news has been blocked internally, so that the market's expectations in this regard have not changed, let's take a look first...... Although the Su general manager of Yuhang Investment can still maintain his composure, the potential market bearish suppression will only lead to more and more long-short divergences in the field, and the Shanghai Index of 2500 points, which was originally unanimously expected, is not so easy to cross. ”
"Then our trading strategy, will it be changed?" Zhou Kan asked.
Xu thought about it for a while and responded: "Look at tomorrow's market trend, if the mood is exhausted and the market divergence increases, then there is nothing to hesitate." ”
"Okay!" Zhou Kan responded.
In fact, whether it is him or Xu Shen, he hopes that the index can safely cross 2500 points before entering the adjustment stage, after all, only in this way can the market further open up the follow-up market space, and further raise the confidence and expectations of investor groups inside and outside the market.
However, hope is hope, when there is a major change in the news surface and the long-short divergence in the market is prominent.
As fund managers, they can only follow the market changes and make corresponding trading strategy adjustments to ensure the performance of the fund.
Of course, except for asset management institutional investors like Xu Shen and Qin Qiuyue who secretly get uncertain news.
I am worried about the subsequent trend of the market and want to adjust my trading strategy.
In addition, 99.9% of the vast majority of investors inside and outside the market, after seeing the data of the Dragon and Tiger List that basically meets expectations, the bullish sentiment in their hearts, as well as the various future speculations about the Shanghai Index 2500 points and even the bull market, there is no recession and hesitation at all.
Everyone is still extremely excited, looking forward to the Shanghai Composite Index will continue to reach new highs tomorrow.
Looking forward to the continuous money-making effect of the market, it can go further.
"Sure enough, I'll just say, Mr. Su will definitely continue to lock up his position, and this wave of Beixin Road and Bridge will definitely be able to get out of the space that everyone didn't expect."
"At the start of each bull market, the iconic bull stocks have at least 5 times, or even 10 times the space."
"I feel that Beixin Road and Bridge is the iconic bull stock that started this round of bull market."
"Moreover, the two core main lines of 'infrastructure' and 'state-owned enterprise reform' will definitely be the main line of the biggest theme speculation throughout this round of bull market."
"On the monthly K-line of the Shanghai Composite Index, it is almost obvious that the golden cross is almost obvious, and I feel that this is the first stage of the start of the bull market, and there will be no mistake."
"The Shanghai Composite Index 2500 points will definitely be won this week!"
"Mr. Su continues to lock up his position, and tomorrow Beixin Road and Bridge will definitely rise, and the trend of the big demon has become a big deal, and this check is definitely the number one bull stock this year."
"The Shanghai Index rushed to 2,500 points, and it obviously had to be driven by the two core main lines of 'infrastructure' and 'state-owned enterprise reform'."
"At this time, stocks in the two main areas of 'infrastructure' and 'state-owned enterprise reform' can be bought casually to make money...... It's simply not too easy. ”
"Haha...... The market has been really good lately. ”
"Thank you Mr. Su, I have been holding tickets for three years, and I finally untied them today, but I didn't sell them, and I will continue to hold them and wait for the Shanghai Index to jump over 2,500 points."
"I chased Beixin Road and Bridge halfway, and now I have earned 5 boards, haha...... It's finally a pattern! ”
", I earned 5 boards, envy! I followed Huaguo MCC, and now I only make about 20% of the profit, hey...... However, today's Huaguo Metallurgical trend is not very good, the price limit was smashed, and the afternoon fluctuated all the way down, closing with only 5 points of gain, and it always feels like it will pull back tomorrow. ”
"No, don't worry, the index will definitely continue to fluctuate higher tomorrow."
"Yes, the Shanghai Composite Index is a line away from 2,500 points, and the market is currently so strong that the trading volume has risen, basically stabilizing at about 130 billion, and it has reached the high point of last year's trading volume, which is ...... I don't believe that 2500 points can't be broken. ”
"Blue chip large-cap stocks, want to block the limit, it is very difficult, as long as the trend does not change, I think there is nothing to fear, according to the K-line trend of 'Huaguo Construction, Huaguo Railway Construction, Huaguo Metallurgical' stocks, these core votes will definitely continue to rise."
"'With the new national nine' as the guiding principle, the regulator will definitely continue to release good news to the market, and the peripheral market, looking at the trend of U.S. stocks, is obviously going to reverse, in fact, the bull market pattern of U.S. stocks has not changed, and our big A should also keep up."
"I thought that after the Shanghai Composite Index jumped above 2,200 points, it would step back to buy a point, but the result was ...... I didn't expect the Shanghai Composite Index to go straight to 2400 points, so I watched the index and stock price rise all the way, and I didn't have time to increase my position at a low level, hey...... This time I will never miss the opportunity, must increase the position, I feel that the position of 2500 points, absolutely can not stop the Shanghai Index, look at the market trend, it is possible to go straight to 3000 points. ”
"Buy early, make money early, the more hesitating, the more I am afraid that I will have to chase higher later."
"Mr. Su has not moved since he completed the position, and he said that the bull market only covers stocks, according to Mr. Su's trading strategy, the market at this moment must be a bull market."
"From around 2,000 points, all the way to now close to 2,500 points, the whole process has not seen an obvious pullback at all, isn't this a bull market?"
"Yes, yes, it's a bull market!"
"When the Shanghai Composite Index really stands firm at 2,500 points, I want to raise leverage."
"Financing is still leisurely, but at this stage, when confidence and market volume have been fully restored, it is really not appropriate to be bearish."
"I carefully studied Mr. Su's post on the forum last year, as well as Mr. Su's public speech on the market at the Oriental Fortune Website Investment Exchange Summit on May Day, and determined that the current market is a bull market, and there will be no mistakes."
"Don't talk about it, raise money, and continue to increase positions at the opening tomorrow."
"At this stage, what I bought is earned, and I also raised money."
", I'm excited, I haven't paid attention to the stock market for a year before, looking at everyone's enthusiasm, it seems that the bull market is really coming."
"I hope that tomorrow Beixin Road and Bridge will continue to board, so that I can earn back the money I lost at the beginning of the year and last year, and I hope that the Shanghai Index can stand on 2,500 points without hindrance, further stimulate market confidence and open up upward space."
In the fierce and fiery discussion of the majority of retail investor groups.
In the evening, the market news on the surface is still calm, and the financial media, financial V, analysts and even investment advisers are still brainless, using various far-fetched logic to prove that the Shanghai Index will be able to jump over the bull and bear dividing line of 2500 points, and at the same time, the U.S. stock market also opened high at the beginning of the session in line with expectations, further stimulating the market's bullish sentiment.
Of course, the voices of the bulls pervade the moment around each investor group.
In the hustle and bustle of the 'bull market', it has begun to ferment and spread rapidly.
There are also very few investors, after in-depth analysis, put forward different views, but this point of view, under the general trend of doing long like a torrent, no one pays attention to it at all, and it cannot set off any influence.
However, in a small number of large institutions with state-owned backgrounds, among a very small number of investors with connections and intelligence information.
Even though the internal meeting resolution on the 'resumption of market IPOs', as well as the relevant issuance review and subscription policies, are still in a top secret, these people have already smelled the smell and are quietly making new trading strategies, or some of them have already reacted in advance today.
In this kind of situation, the market is calm as water on the surface, but secretly, the undercurrent is surging bigger and bigger.
On Thursday, May 15, the market ushered in its second trading day.
Unsurprisingly, in the market's hot long sentiment, as well as quite strong, consistent expectations, at 9:15 a.m., the moment the two cities set up the auction, the whole market opened high, the two cities, in addition to the suspended stocks, about 83% of the stocks achieved a red market rise, of which the "infrastructure", "state-owned enterprise reform" two major market core main line related concept plates, industry plates, but also showed the state of leading the two cities.
"Beixin Road and Bridge continued to open more than 5% higher today in the case of yesterday's huge volume limit, and Beijiang Jiaotong Construction opened higher near the price limit." At this moment, Yuhang, Yuhang Investment Company, in the fund trading room, Li Meng stared at the initial set bidding situation of the two cities, and was slightly surprised, "Yesterday the market had an obvious upward and downward trend, and there was no more than expected good in the evening, today's opening, the market can still open like this, the market sentiment and expectations at this time are really strong!" ”
"In the upward phase of the consistent trend, there is no bearish, it is good." Su Yu also stared intently at the big screen in the trading room, observing the market trend of the two cities, and responded, "In the case of extremely strong market sentiment and expectations, the vast majority of investors do not have a clear self-judgment ability, they will only hear and see everything they want to hear and see in the biggest tide of the market." ”
"At the same time, emotions have a magnifying effect when they come together."
That is, in the overall bullish sentiment, the positive impact will be amplified, and the negative impact will be deliberately ignored, in the same way, in the overall bearish mood, the negative impact will also be fully amplified, and the positive impact will be deliberately ignored, and there is...... As long as you pay attention to this market and trade in this market, in fact, everyone has a certain cognitive impairment, and under the interests of the stakeholders, you only want to see everything you want to see, and you often ignore what you don't want to see. ”
"Hmm!" Li Mengying said, "This is the basis of the trading theory of 'when you hold a hammer, as far as the eye can see, it is full of nails', right?" ”
Su Yu smiled: "Almost, such an emotional and cognitive relationship is also the root of the market's 'pendulum effect', and it is also the source of excess profits in the market. ”
"That means today is the best selling point?" Li Meng responded with a smile.
"That's right!" Su Yu nodded and continued, "As time goes by, the negative news will definitely become more and more obvious, and in this process, the market is still rising, which means that the profits in the market are still increasing. ”
"In other words, the market continues to rise over time."
"It seems that market sentiment and confidence are getting stronger and stronger, but in fact, the long-short pattern has been slowly reversing."
"Of course, this is a short-term selling point, but it is not a long-term selling point, after all, from a macro perspective, everything in the market is still slowly improving."
"It's not only a selling point, but also an excellent time to adjust your position!" Li Meng understood what Su Yu meant, paused for a while, and continued to ask, "Do you estimate that the news side is bearish, and after the long and short forces in the field are rapidly unbalanced, where will the index fall and quickly pull back?" Will it retrace to 2,200 points, or will it fall back into the bottom oscillation range of 2,000 to 2,200 points? ”
Su Yu thought for a while and said: "It is estimated that the probability of 2200 points will be greater, after all, the negative of 'IPO restart', for the majority of investors in the market at this time, although it is a little sudden, it is not completely beyond expectations, because everyone knows that IPO cannot be suspended forever, it will inevitably be restarted, so when this major negative is really digested, the market will usher in new opportunities." ”
"There is also according to the new 'IPO issuance review' policy."
"In terms of the size of the issuance and the valuation of the found, the regulator has made significant adjustments compared with the issuance plan at the beginning of the year, and has also adjusted the subscription plan, adjusting most of the proportion of new shares issued to online subscription, and online subscription requires matching the market value of the position."
"Overall, the 'IPO New Deal', although it is negative for the market, but the impact is very limited, the blood-sucking effect on the active funds in the market, compared with the beginning of the year, will also be greatly reduced, and the market has continued to rise for more than a month, both sentiment and confidence have been greatly restored."
"At present, the main restriction of the market to expand the space is still the mountain of profit orders in the field and the amount of hedging disks gathered here in the early stage, and now the hedging disks in this range should be almost digested, and the biggest potential pressure is only the profit disks accumulated in the short term."
"As long as we take advantage of this short-term negative wave of IPO restart, these profits will be washed out."
"After the sharp adjustment of the index, the upward pressure has been lightened."
"Therefore, the downward downside is limited, and the regulator is eager to have a round of bull market to completely open up the direct financing channels of the market, so under the impact of the market, the follow-up is bound to continue to release good news to hedge, as far as possible to stabilize the market confidence that is not easy to recover a little."
"Therefore, even if the index encounters a bearish attack, it is unlikely to fall back to the bottom shock range of 2,000 to 2,200 points, and the pendulum effect of the market is ...... This time it shouldn't be that big. ”
"Hopefully!" Li Meng stared at the still hot call auction trend of the two cities, and responded, "It has been 6 years since the last round of bull market, and hundreds of millions of investors are looking forward to it...... has ushered in an obvious inflection point, and the macro trend of the index should also have a change. ”
While the two were discussing, at this moment, the time had passed 9:20.
I saw that with the cancellation of countless funds at the last moment at 9:19, the final market presented a call bidding situation, although it fell back from the moment of 9:15, but still maintained an obvious overall high opening trend, among them, the two popular leading stocks Beixin Road and Bridge in the explosion of 46,000 hands, the stock price is still continuing to rise, exceeding the high point of the 9:15 moment.
(End of chapter)