"Master, this market trend doesn't look like there is a potential negative at all!"

Seeing the active and extremely strong market trend after entering the real call auction, Liu Yuan said with some surprise: "On the disk of various popular stocks, although the selling has increased compared with yesterday, it is obvious that the buying performance is stronger, and I feel that the bullish power of the market is becoming stronger and stronger." ”

"The bullish sentiment that the market has continuously accumulated has reached the point of catharsis." Su Yu stared at the trend of the two cities' collective auction and responded, "The bearish is still brewing, and it is not fully highlighted in the market, which leads to the consistent bullish sentiment has not been disturbed. ”

"However, with the gradual prominence of potential negative news, as well as the gradual increase in the desire to sell too many profitable chips in the market, the market trend should become weaker and weaker, right?" Li Meng continued, "It is estimated that this morning is the peak stage of market sentiment and market trends. ”

Su Yu bowed slightly: "It's almost, it seems to be a strong and weak trend!" ”

"Shall we ...... It should be at this time to increase the amount of selling, right? Wang Can responded, "We are still close to the expected goal of reducing positions, and there are still billions of chips that have not been sold." ”

Su Yu thought for a while and said: "Don't press the call auction, try to make the opening sentiment a little higher, so as to provide higher liquidity to the market, and the order of our position reduction is still according to what we said before, that is, give priority to reducing the illiquidity of the market, wait for the illiquid stocks to be reduced, reduce to the corresponding position target position, and then sell the medium and large-cap stocks with sufficient liquidity." ”

The current market situation, the main hot spots and market attention.

It still revolves around the two core main lines of 'infrastructure' and 'state-owned enterprise reform'.

For these two core main lines, the related stocks of the two main funds under the 'Yuhang Investment' are basically popular stocks with high market attention.

Once these popular stocks break out in a large-scale concentrated sell-off, it is bound to cause a violent reaction in the market.

It will also make the majority of investors in the market have a lot of doubts in their hearts, which will directly hit everyone's confidence in holding positions and buying with the market.

Similarly, the bullish sentiment and position confidence in the market loosened, and the selling increased rapidly.

Then, those non-popular stocks whose liquidity is not very good will become more liquid, and it will not be possible for the main force of large funds in the market with large-scale positions like them to complete the selling target in the short term, achieve the purpose of taking profits and reducing positions at a high level, and avoiding a sharp market correction.

Therefore, in order to avoid this kind of situation that drags down the trading plan due to the liquidity constraints of the disk.

Su Yu can only ask everyone to reduce their positions in batches, and at the same time try to reduce them to zero, so as to avoid causing violent market fluctuations in the market in advance in the process of reducing positions, which disrupts the original market development rhythm of the market.

"Mr. Su, while reducing the positions of the two main line stocks of 'infrastructure' and 'state-owned enterprise reform', do we need to reduce the positions of other main line stocks we hold at the same time?" Under Su Yu's instructions, Zhu Tianyang thought for a while and asked, "If the index fails to break through at 2500 points and pulls back sharply, it shouldn't be able to avoid the pullback no matter which main line of the market." ”

Su Yu responded: "Our company's two main funds, in other mainline concept stocks, the current position is not much, and the current non-popular mainline concept stocks, this round of rebound is not large, even if the market pulls back rapidly, the overall impact of these stocks on the net value of the fund is also very small, in the 'infrastructure', 'state-owned enterprise reform' two popular core main line holdings of stocks before the completion of the reduction, these non-popular main line concept stocks, don't worry about it." ”

In addition to the two popular main directions of 'infrastructure' and 'state-owned enterprise reform'.

At present, the two main funds, in the main direction of other market positions stocks, mainly 'Internet finance', 'smart phone industry chain', 'film and television media'-based small and medium-sized board, gem core 'growth stocks' field, of which the proportion of the position is a large proportion of Lixun precision is a position locked in the fixed increase stocks, can not be sold, other stocks, a total of the two funds' total position, less than 8%, naturally in the proportion of priority in the trading strategy, the weight is not high.

Except, of course, for these holdings in the 'growth stocks' space.

At present, the two main funds also hold a lot of 'military' concept stocks, but these 'military' stocks are originally the key layout direction of Su Yu's plan to adjust positions, and they belong to the field of gradual buying.

"Okay!" Zhu Tianyang got the answer, hurriedly answered, and turned his gaze to continue to look at the two markets.

At this time, the market trading time has moved to 9:24, and the two cities are still maintaining a comprehensive high opening trend, among which the concept plates in the two main areas of "infrastructure" and "state-owned enterprise reform", as well as the industry sector, continue to lead the two cities.

The two popular leading stocks that are highly concerned by the majority of investors.

Beixin Road and Bridge rose 8.77%, and the collective bidding on the disk was matched into a single order, which has exploded to more than 60,000 hands; Beijiang Communications Construction maintained the price near the price limit, up more than 9%, and the set bidding on the disk matched more than 7,800 hands, and the trend performance was stronger than that of Beixin Road and Bridge.

Similarly, other popular stocks in the 'infrastructure' and 'state-owned enterprise reform' sectors.

It also showed an extremely strong call auction trend.

Among them, the super-cap stock Huaguo Construction also opened a rise of nearly 2%, showing the momentum of the anti-package yesterday's disk diving and retracement, and yesterday's trend was obviously less than expected, and the dragon and tiger list appeared on the net sale of Huaguo Metallurgical This check, today in the call auction trend, is also gradually higher, at the moment the high opening of the rise, has climbed to about 1.5% position.

Of course, in areas other than the two core main lines of 'infrastructure' and 'state-owned enterprise reform'.

In addition to the 'big finance' field that basically has no main capital to take care of, other such as mobile Internet, smart phone industry chain, consumption, medicine, and cycle performance is not bad.

In the end, the bullish sentiment in the whole market is almost boiling, and the market trend is like a rainbow.

At 9:25 a.m., the call auction between the two cities ended.

At the moment when the market of the two cities was frozen, the Shanghai Composite Index jumped directly from yesterday's closing point to 2468.49 points, up 0.58%, and the Shenzhen Index and the ChiNext Index also opened 0.42% and 0.39% higher, and nearly 2,000 stocks in the two cities, in addition to suspended stocks, 86% of the stocks achieved a high opening in the red market, and the general rise was quite obvious.

Facing this opening scene......

The vast number of investors in the market are naturally excited and excited, and at the same time, confidence is once again rising.

"The check of Beixin Road and Bridge, it seems, will continue to connect the board, and if the limit is increased today, it will be ten boards, which is really demonic." At 9:26, in the magic capital, inside the Yinghui Fund Company, in the trading room of the 'Yinghui No. 1 Fund Product', Yu Lei, the head of the trading team, couldn't help but sigh, "The market trend is a bit strong, and if you calculate it carefully, from May Day to after the holiday, the Shanghai Index has risen for 12 consecutive days!" ”

Hearing Yu Lei's emotion, fund manager Liu Guanhai finally showed a smile on his face, and said with a smile: "The general direction of the market, once established, is to crush all the bears in the market, under 2500 points, all the pullbacks should be buying opportunities, and there is no doubt about it...... This was the beginning of a bull market. ”

"Indeed, in the past few days, all the adjustments have been completed within a few days." Yu Lei responded, "And after each adjustment, the willingness of funds to increase positions on and off the market is further increasing." ”

"There's no doubt that this is the direction of a bull market." Liu Guanhai said firmly again.

Yu Lei nodded and continued: "Looking at today's situation, there is a high probability that the Shanghai Composite Index is really going to hit 2,500 points, right?" I feel that the market sentiment has reached the threshold of concentrated catharsis. ”

"There is a high probability that it will hit 2,500 points today." Liu Guanhai agreed, "After the successive shocks and adjustments, the index continued to open higher and stronger, that is, the floating chip cleanup in the field was completed, the market sentiment and bullish forces re-moved towards consistent performance, and we were firmly optimistic about the two core main lines of the market of 'infrastructure' and 'state-owned enterprise reform', as the market pioneer of the Shanghai Index hitting 2,500 points, and took the lead in completing a new high breakthrough." ”

"Hmm!" Yu Lei continued to nod and praised, "Mr. Liu is still powerful, but fortunately, we didn't hesitate yesterday." ”

Liu Guanhai said with a smile: "What we did wrong before was hesitation, and when the market trend came out, we didn't follow it in time, but now it won't, hey...... 'Yuhang Investment' that guy surnamed Su is really powerful, 'infrastructure', 'state-owned enterprise reform', the two main lines of the market, really let him bet, take advantage of the big advantage and opportunity." ”

He always thought that Su Yu was lucky, and he bet on the rhythm of the market and the direction of the main line.

And yet now...... After suffering a loss, although he still didn't like this person in his heart, he had to admit that the other party was really powerful.

Of course, he wouldn't know.

When he increased his position at a high level and thought that he had corrected his previous wrong trading strategy, Su Yu's 'Yuhang Department' funds had begun to reduce positions on a large scale and take profits, and sold a large number of chips in the two core main lines of 'infrastructure' and 'state-owned enterprise reform'.

Otherwise, he would not be happy at the moment.

And just when Liu Guanhai thought that he had grasped the rhythm of the market and was looking forward to the Shanghai Composite Index hitting 2,500 points.

In the trading room on the other side of the same company, Shao Xiaoyun, the manager in charge of the 'Yinghui No. 2 Fund', looked at the opening scene of such an explosive market, and his heart was also happy and excited, and he couldn't help but feel glad that he changed his trading strategy in time when he adjusted in the intraday yesterday and got back the trading operation of reducing his chips in advance.

Of course, also at the same time.

At this moment, the magic capital, inside Zexi Investment Company, in the fund trading room.

Xu Shen stared at the opening results of the two cities, thinking about the internal intelligence news he had learned, but the doubts in his heart were getting deeper and deeper, and muttered: "It doesn't make sense, under the invasion of potential bearishness, the market is getting stronger and stronger?" ”

"Could it be fake news?" Zhou Kan was also full of doubts and responded.

According to common sense, if the news is true, as the two popular main lines of 'infrastructure' and 'state-owned enterprise reform', which have the highest market rebound height and the most serious accumulation of profit orders in the market, should bear greater selling pressure and become the weakest sector in the two cities in today's call auction trend, however, ...... This is not the case.

At this moment, the market reaction is the two core main areas of 'infrastructure' and 'state-owned enterprise reform'.

Although the trading volume in the entire call auction process has been amplified compared with yesterday, the selling pressure they expected has not been generated, and not only has the expected selling pressure not been generated, but the bulls still show an overwhelming advantage in these two main areas.

"It shouldn't be!" Xu Shen frowned.

Zhou Kan saw Xu Shen's hesitation, and couldn't help but ask again: "Then ...... Is there still a large-scale deleveraging according to the established plan? ”

"The market trend is obviously quite different from what we expected." Xu Shen said, "Let's take a look at the market trend after the opening of the market, and at the same time...... You ask Lao Qiao again, let him try to verify the authenticity of the news, if the news is correct, let's reduce the position according to the established plan. ”

Originally, he was sure of the accuracy of the news.

However, yesterday's dragon and tiger list, did not see the "wealth road", "Fusheng road" figure, today's market opening is completely unexpected, and the current market news, and even the peripheral market trend, is still continuing to develop towards the bullish situation, which makes him have to hesitate in his heart.

"Okay!" Zhou Kan responded.

Immediately, he stood up and called back the insider named 'Lao Qiao' in Xu Shen's mouth.

Then, two minutes later, Zhou Kan returned, sat down in front of the computer again, and said: "Lao Qiao said that there is a high probability that it is true news, but he also said that he can't guarantee that this news will be announced at what point in time, and he can't guarantee that the specific policy details will not change, after all, he is only getting second-hand news, and he only knows that the regulator has indeed held a meeting to discuss and resolve this matter, and the rest is unknown." ”

"Since there is a high probability of determining the authenticity, it is enough." Xu Shen pondered for about half a minute and said, "Sell it!" Execute according to the established plan and harvest the market! ”

"Good!" Zhou Kan responded.

Then, looking at the market that had already crossed 9:30 and restarted trading, he quickly gave instructions to the traders.

As his order was issued, ten seconds later, tens of millions of funds fell on the stock market of the heavy positions of the funds of many companies such as 'Beijiang Communications Construction, Shibei High-tech, Chongqing Development, Huaguo Metallurgical, Huaguo Construction, and Huaxia Happiness', oppressing the stock prices of these stocks to fall sharply.

(End of chapter)