Chapter 444: The Market's Long and Short Expectations Turn Again!

"Good!" Zhou Kanying said, "I also think that it is better to take a look at it again, wait for the market trend, and the trend of the 'military industry' line, and make it clearer to open a position." ”

The overall rebound of the market is very weak, and the trend of the 'military' line is after they test the waters and build positions.

It did go clearly and a little less than expected.

In this case, if you attack rashly, once you make a mistake in judgment, the follow-up operation will appear quite passive.

Therefore, when the market risk has not been fundamentally released, and the follow-up market trend is still in uncertain expectations, Zhou Kan believes that it is better to be cautious.

After speaking, Zhou Kan immediately instructed the traders to stop the plan to buy.

The next moment, after the main funds in the main line of the 'Yuhang system', 'Anzhao system' and 'Zexi system' to build positions in the 'military' main line sector have given up buying and turned to the wait-and-see operation strategy, the 'military' industry sector index, as well as its related concept sector index, have turned into a further downward trend.

At 1:32, after half a day of sideways shocks, the Shanghai Composite Index turned downward again, fell through the lower edge support of the intraday temporary shock platform, and once again lost 2260 points.

At 1:36, in the field of 'military industry', Huaguo Heavy Industry, Huahang Electromechanical, Huahang Optoelectronics, Hangfa Power, Huaguo Great Wall, and Hangfa Technology...... A number of core constituent stocks that have changed in the morning have given up all the intraday gains and returned to the stock price position at the time of the opening.

At 1:42, in the 'coal' and 'non-ferrous metals' plates continued to fall, the 'venture capital' concept sector that changed in the afternoon also showed a relatively weak trend.

At 1:45, the Shanghai Composite Index gave up all its gains and returned to near the flat.

At 1:53, the 'venture capital' concept sector, several abnormal concept leading stocks, rushed up and fell, and the disk selling became heavier and heavier.

At 2:02, the Shanghai Composite Index began to fluctuate around the flat.

At the same time, the active funds that once gathered in the field of the concept of 'venture capital', seeing that the line of 'venture capital', after a short period of rise, still cannot get the general recognition and follow-up of the majority of investors in the market, as well as other large funds, they can't help but give up the attack, and the following sentiment and the strength of the market in their fields are declining rapidly.

At 2:10, the active capital groups that are still in the market, seeing that the concept of 'venture capital' cannot support the market situation, let alone stimulate the market's follow-up strength and emotion, began to abandon this line one after another, and turned to the two main areas of 'infrastructure' and 'state-owned enterprise reform', which are at the bottom of the list of gains in the two markets in the market.

At 2:15, Beixin Road and Bridge, which was almost down to the limit, rose in a straight line again, driving the rebound of the two main lines of 'infrastructure' and 'state-owned enterprise reform'.

At 2:19, in the main line areas of 'infrastructure' and 'state-owned enterprise reform', the core large-cap stocks, Huaguo Metallurgical rose from underwater and turned red, and at the same time, a number of constituent stocks in the field of 'real estate', such as Gemdale Group, Poly Real Estate, Kewan Real Estate, Kumho Group and other core constituent stocks, all ushered in a wave of concentrated capital buying, and the stock price also rose.

At 2:22, thanks to the abnormal movement of the two main lines of 'infrastructure' and 'state-owned enterprise reform', the Shanghai Composite Index regained 2255 points and continued to attack upward.

At 2:26, the concept of "Internet finance" changed in the sector, and all kinds of funds that were still active in the market frequently attacked the major hot spots in the market, unable to open the situation and find a breakthrough, and invariably turned back to the original market trajectory, and made a fuss on the three core main lines of "infrastructure", "state-owned enterprise reform" and "Internet finance" that are relatively acceptable to the investor groups in the market inside and outside the market, and the logical expectations have not been destroyed.

At 2:31 a.m., half an hour after the market entered the end of trading hours.

In terms of the overall style, the market has completely departed from the market situation led by 'coal flying color dance' and 'venture capital', but has continued to form a market rebound trend and speculation hot spots supported by the three main lines of 'infrastructure', 'state-owned enterprise reform' and 'Internet finance'.

Of course, even if all kinds of active funds return to the hot speculation field of 'infrastructure', 'state-owned enterprise reform' and 'Internet finance' as the core, its driving effect on the disk is more than the previous rebound, and it is also showing an obvious weakening trend.

"The active funds in the market have come full circle, and they have returned to the three core main lines of 'infrastructure', 'state-owned enterprise reform' and 'Internet finance'."

At this moment in Yuhang, within Yuhang Investment Company, in the main fund trading room, Li Meng couldn't help but smile when he saw such a market performance, and said with emotion: "The main lines of the market, various industry plates, and various concept plates have almost rotated in the past few days, but they have never found an effective market breakthrough, according to such a trend...... It is estimated that in the case of further reduction in market expectations, the follow-up index will have to go to the next level. ”

"On the whole, in the current market, the main line areas with hard logic and hard mouth, the majority of investors have the highest degree of recognition, and the main line areas with relatively strong follow-up and undertaking emotions are the three lines of 'state-owned enterprise reform', 'infrastructure' and 'Internet finance'." In the trading room, Zhao Lijun answered, "However, the overall market sentiment is too poor, and the short-term adjustment of the three main lines is too drastic, and the short-term deposition of the selling force on the disk is too strong. ”

"In fact, on the whole, the market is currently without a breakthrough." Wang Can also responded, "In this market, the market rotates so fast, often a hot spot that has just been hit, and the popularity and money-making effect of half a day cannot be maintained, and this fool can also see it...... The market has not bottomed out here, let alone the expectation of consistency. ”

"Indeed, the active speculation funds in the market, which have been speculated again and again, have once again destroyed the confidence of long investors who were originally stimulated by various news and external market performance." Zhu Tianyang responded, "Now, the majority of investor groups inside and outside the market, seeing that the market has neither an obvious sustained money-making effect, nor an obvious breakthrough in the main market, estimates psychological expectations and investment sentiment, and once again collectively bearish." ”

"But the index, the eyes...... I'm still trying to go up! In the midst of everyone's speeches, there was a girl named 'Lu Xiaohui' in the trader team, who had some doubts in her heart and couldn't help but ask, "Why do you say that the market investment sentiment and the disk pattern have become weaker?" ”

Su Yu couldn't help but smile when he saw someone asking questions, his eyes shifted from the two markets, and looked around the trading room, several fund trading team leaders, and several traders who have performed well recently, and said with a smile: "Is anyone willing to answer the questions of our 'Xiaohui classmates'?" ”

With Su Yu's inquiry......

Liu Yuan was the first to respond: "As a trader, we are watching the market and looking at the market, not only the current market situation, the stock price performance of the relevant targets, and the main capital flow of each main line and each target, or the obvious data such as the change in the volume of buying and selling, but the core thing of 'market expectations'." ”

"The flow of main funds, the performance of the main line, the trend of popular stocks, and the changes in the volume and energy of various sectors and fields ......"

"It's all data."

"It's just that we judge the expected direction of the market, and some evidence that we judge whether the direction is correct or not, just like the current stock price reaction of a stock, is the fundamental expectation of the stock in the future for a period of time, and our judgment of the main market line and the overall long and short pattern situation."

"Back to the current market situation......"

Liu Yuan paused and continued: "Although the index performance is still on the rise, the main line of the market, the rebound of the decline has appeared, and the active funds in the field, in the attack path, have returned to the three main lines of 'infrastructure', 'state-owned enterprise reform', and 'Internet finance', which is enough to show that the active speculation funds in the market cannot find an effective market breakthrough for the time being." ”

"At the same time, the rotation of hot market on the disk has accelerated."

"It also shows that the continuous money-making effect of the market is weakening rapidly."

"And without the obvious continuous money-making effect, there is naturally no follow-up capital group that is willing to continue to follow the trend and undertake, so ...... Naturally, the stock price will not have effective support. ”

"And, due to the continued weakening of the market's money-making effect."

"The various funds that were chased in early trading today, as well as the group of investors holding shares on the floor who originally had a trace of expectations for the market, will be added as the follow-up selling force of the market."

"This also means that in this situation, the subsequent selling power of the market will increase significantly."

"At the same time, the expected selling power has increased significantly, and the expected buying power has decreased significantly, so the expected follow-up index performance will naturally not be too good, and there is a high probability that it will follow the downward trend and go to the next level."

"As for continuing ......"

"The important threshold of 2200 points in the Shanghai Composite Index can be held up, whether it can become a support platform for market sentiment and the index to bottom in the short term, no one can say, we can only wait for the next performance of the index and the transformation of the market, in order to have a clearer expectation and judgment."

"Well said!" Su Yu appreciated Liu Yuan's answer, nodded with a smile, and responded, "Financial market trading, the most core thing, is always the four words 'market expectations', after all, all the price performance reflects not the current value, but the expected value, understand this, in stock investment, even if it touches the threshold, the current market performance has shown that there is no expected more consistent main line breakthrough here, and it also shows that the market chip structure has not been adjusted as a whole." ”

"So ......"

Su Yu paused and continued: "Then the market continues to adjust, which is a high probability event!" ”

"Got it!" After Liu Yuan and Su Yu answered one after another, Lu Xiaohui responded, "Thank you Team Leader Liu and Mr. Su!" ”

"If the market continues to adjust, and the adjustment time continues to lengthen...... It should be good for us, right? Zhang Guobing, who had not spoken before, answered at this time, "I think we are currently building a position in the main line of the 'military industry', under the wise decision of Mr. Su to slightly adjust the trading strategy, the two obvious buying funds that competed with us before have also disappeared on the disk, and at the same time, the 'military' sector index has turned from rising to falling, and the disk selling has become a state of comprehensive suppression, and it is estimated that there is only a line away from the complete collapse and plunge, I think the market is so turning, our cost of building a position should be more cheap." ”

"It's really gone." Su Yu glanced at the performance of the 'military' sector index and the afternoon trend performance of its related core constituent stocks, and responded with a smile, "The market is expected to be collectively bearish again, and it should be fast to estimate the final killing stage." ”

"Wait a little longer!"

Su Yu pondered for a moment and said: "When market expectations fall further and the bulls' sentiment collapses and despairs again, it is time for us to make a big move." ”

The current market trend is in line with his expectations and previous predictions.

Moreover, at this moment, the three main funds of the 'Yuhang Department' are basically in the light position stage, with nearly 20 billion funds in their hands, waiting to be bought.

At this moment, he is like a hungry ghost, and the delicacies of the mountains and seas are in front of him.

But he still had to hold back and wait for the best time to make a big move.

Because only in this way can he eat more cheap chips, and get enough high-quality chips at the bottom and low main line before the 'big bull market' sets sail in one fell swoop, so as to grab the most lucrative and fattest huge profits in the market in the future market turn, and truly lay a deep foundation of capital and wealth for the development of himself and the company.

As Su Yu's words fell......

At this time, the market trading hours have been able to move until 3 o'clock in the afternoon.

I saw the fierce beating of the two markets, instantly frozen, the Shanghai Index fluctuated for a day, and finally fixed at 2254.12 points, up 0.04%, the Shenzhen Index, the ChiNext Index rose 0.11% and 0.19% respectively, although the three major indexes maintained the rise of the red market, but compared with the market sentiment and index gains at the opening, such a closing performance is obviously not as expected by the majority of investors in the market, and even ...... Relatively speaking, it is weaker than yesterday's market performance!

Of course, in the case of index performance, relatively weak.

The only thing that makes people feel comforted is that the turnover of the two cities is still above the 100 billion mark, with a total turnover of 107.231 billion, which is basically the same as yesterday, and continues to give many long-term investors who still stick to the market a glimmer of hope for a theoretical reversal.

Just this glimmer of hope, how much probability is there?

I'm afraid it can only be reduced to the simple psychological comfort of those who have been deeply trapped at this moment and can't make up their minds to stop losses and cut meat, or a very small number of hard and dead long investors!