Chapter 449: A Brief Market Style Switch!
Under the effect of the simultaneous stop-loss and fall of the main funds of the three parties, the trend of the line of 'military industry' has become weaker.
On the disk, the entire 'military' industry sector index fell further, at 10:49, reaching a 3% decline mark, among them, the core concept stock Hongdu Aviation in the continuous large number of sell-offs suppressed, the trend almost fell to the limit, and Huaguo Heavy Industry, Huahang Electromechanical, Huahang Optoelectronics, Aviation Power, Huaguo Great Wall, Hangfa Technology...... and other core constituent stocks where the main funds of the three parties focus on building positions are also approaching a 5% decline.
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Immediately afterwards, due to the main line of 'military industry', the panic killing trend of almost drying up liquidity.
At 10:50, the main funds in the field were completely abandoned by the main funds in the field of "infrastructure", "state-owned enterprise reform", "Internet finance" and other core main areas related to the industry sector, concept plates, also instantly broke out the same panic killing trend, the entire disk of several main lines, at a glance, is full of heavy selling at the market price.
At 10:52, under the comprehensive collapse of the main lines such as 'infrastructure', 'state-owned enterprise reform', 'Internet finance', and 'military industry', the Shanghai Composite Index fell to around 2220 points in one go, and the decline expanded to more than 1.5%, and at the same time, it ...... The two main lines of 'smart phone industry chain' and 'mobile Internet', which were slightly performed in early trading, also died down at this moment, not only giving up all the gains in the morning, but also their related industry sectors and concept plate indices have also fallen underwater, and the strong state no longer exists.
At 10:55, all the industry sectors in the two cities turned green, and none of them rose.
At 10:57, Beixin Road and Bridge hit the fall limit again.
At 11:02, when the market trading time entered the last half hour of midday, the Shanghai Composite Index reached a minimum of 2216.21 points, and the amount of panic selling in the two cities finally weakened.
At 11:05, the Shanghai Composite Index returned to the 2220 mark.
At 11:09, Beixin Road and Bridge opened the fall limit, and the decline on the disk retracted to around 8%.
At 11:12, the film and television media industry sector turned red again, becoming the only industry sector in the two cities that rose red, and the core constituent stocks within the plate, such as Changqu Technology, Hua Qingbao, Huayi Brothers, Guangguang Media, Oriental Fortune, etc., showed a relatively rapid rise, and the intervention of bottom-buying funds was more obvious.
At 11:16, the Shanghai Composite Index fell to less than 1.5%, and electronic information became the second industry sector in the two cities after the film and television media.
At 11:20 a.m., when the market enters the last 10 minutes before the midday close.
The funds that bought the bottom of the market have obviously begun to become more active.
Not only 'film and television media' and 'Apple mobile phone industry chain' have been attacked by the key funds of the bottom-buying funds, but also the main lines of 'infrastructure', 'state-owned enterprise reform', 'military industry', 'Internet finance', 'venture capital', and 'Shanghai Free Trade Zone', which have fallen too badly in the intraday, have also ushered in a lot of funds to buy the bottom.
In this kind of situation, the relationship between active selling and active buying in the market has returned to rationality.
At 11:30, the two markets ushered in the moment of noon closing, and the Shanghai Composite Index regained its position at the 2230-point mark, retracting its intraday decline to 1.12%.
As for the Shenzhen Index and the GEM Index......
As it is close to midday, the main direction of bottom-buying funds inside and outside the market is the 'growth stocks' field that is biased towards the small and medium-sized board and the growth enterprise board, so the performance of the two major indexes is significantly better than that of the Shanghai Composite Index, which closed down 0.89% and 0.72% at noon respectively.
Among them, the small and medium-sized board index, which is an important core index of the two cities.
At 11:30, at the moment when the market of the two cities was frozen again, the decline was retracted to less than 0.5%, becoming the strongest core index of the two cities, and it also fully explained the main capital attack of today's market and the direction of the main market performance.
Faced with such a midday closing result......
The vast number of investor groups inside and outside the market are naturally quite disappointed, but in addition to being disappointed, thinking about the rebound performance of the index before the midday market, they can't help but have more expectations and hopes for the afternoon market trend, hoping that the market can get out of the deep V rebound and usher in a more powerful violent rebound after the panic market.
"The lowest point of the session is 2216.21 points, is it almost there?"
Gathered in the discussion area of the stock trading platform and the vast number of retail investors on the stock investment forum, some people raised questions after a brief review.
"I feel like it's about the same, after all, the panic market has already been killed."
"Judging from the disk trend, it seems that there is indeed a bit of bottoming out, near noon, the funds undertaken by the market to buy the bottom, obviously expanded by an order of magnitude, but the core main lines of 'infrastructure', 'state-owned enterprise reform', 'Internet finance', there is still no too obvious warming trend, through the disk analysis of these core main lines, and I feel that the market seems to have not bottomed out."
"Today's market hotspots are not in the core main lines of 'infrastructure', 'state-owned enterprise reform', and 'Internet finance', right?"
"Yes, the main hot spots have returned to the field of 'growth stocks' dominated by the small and medium-sized board and the gem constituent stocks, such as the core hot stocks in the field of 'smart phone industry chain' and the concept of 'mobile Internet', there are obvious signs of bottom-buying capital attacks, and the trend is also significantly stronger than other areas in the two cities."
"Well, I feel that the market style is a bit of a conversion."
"The main line of the market will not turn back to the main line of 'smartphone industry chain' and 'mobile Internet', the two core hype of last year, right?"
"It's hard to say, at least for now, that the active funds in the market are converging in these two main areas."
"Today's performance of several major indexes is indeed a bit of a weak and deep strong meaning, seeing that the Shanghai Index is still below a 1% decline, and the small and medium-sized board index has almost turned red."
"But how do I feel that the core hype logic of the market is still 'over-falling and rebounding'?"
"I also feel that the hype logic of the market is still the line of 'over-falling rebound'."
"Well, the two main lines of 'mobile Internet' and 'smart phone industry chain' did not rise much in the market rebound in April and May, and with the market adjustment in late May, it fell a lot, which is indeed in line with the logic of 'super fall rebound'."
"I always feel that in the market, the core main line with the effect of continuous money-making has not been played."
"Let's take a look while walking, if the two lines of 'mobile Internet' and 'smartphone industry chain' continue to rebound in the afternoon and can lead the market out of a deep V trend, then you can still take a look at it, and maybe the market can really be here, style switching, of course...... If these two core main concepts fall back in the afternoon trend, like yesterday's 'venture capital' concept, then there is nothing to say, and the market has not yet bottomed out. ”
"Whatever the logic, this morning's market trend, to be honest...... Clearly less than expected. ”
"Copy the bottom, copy the bottom...... Although the index is very close to the 2200 point mark at the moment, but in the development of market trends, the decline at the end is often the most scary. ”
"In fact, near midday, although the index has shrunk a lot, but on the disk, on the whole, the amount of rebound is still showing a state of attenuation, which proves that the funds that bought the bottom at this stage are not very confident in themselves, in this case, if you want to stabilize the market and get out of the deep V trend, I think it is still very difficult."
"The top 20 popular stocks in the two cities are still losing money, and in this case, I won't easily buy the bottom anyway."
"Yes, in fact, on the whole plate, except for the two core main lines of 'mobile Internet' and 'smart phone industry chain', there is really nothing else to look forward to."
"My point of view is still the same as before, as long as the two core main lines of 'infrastructure' and 'state-owned enterprise reform' that led the market before have not really bottomed out and ushered in a strong rebound, then the index has bottomed out, and the so-called bottoming reversal trend has huge variables."
"Well, it seems that the two core main lines of 'mobile Internet' and 'smartphone industry chain' were also the two core main lines before, and after a complete fall, the market ushered in a turnaround again, right?"
"Anyway, in a downtrend, just be cautious!"
"I don't chase the bottom of the guess, I just look at an indicator, when Mr. Su's 'wealth road' appears, I will re-enter the market."
"I feel that Mr. Su's 'wealth road' has disappeared for a while."
"Hey, I just don't know what the specific position data of the 'Yuhang Department' fund is, I know, follow the purchase, it shouldn't be wrong."
"Lurking in the internal investment group of the 'Yuhang Department' to see, you should be able to know, right?"
"It's impossible, during the closed operation of the 'Yuhang Department' fund and the non-public net value, its position data is its internal secret, and it is impossible to leak it out, of course...... Unless you go to Yuhang Investment Company, which is managed by Mr. Su, as a trader, you may still know. ”
"If you really become an internal trader, you probably have to sign a confidentiality agreement, you know, it's still equal to zero."
"Fund traders use private accounts to speculate in stocks, should be reported, right?"
"You have to report it, and you have to avoid the stocks held by the fund accordingly, otherwise...... After all, there is a suspicion of a rat barn. ”
At the moment when many retail investors focused on the discussion in the comment area of the stock trading platform and the stock investment forum.
Su Yu is located in the main Yuhang tour capital group.
The elders of Zhejiang Province and even Yuhang have heated discussions on today's market trends and have expressed their views.
"What is the logic of the line of 'film and television media', do you think it can be done?"
"The line of 'film and television media', just look at the three stocks of 'LETV, Guangguang Media, and Huayi Brothers', I feel that this line still has some room for expectations."
"The explosion of the online drama market and the recovery of the film industry?"
"I heard that in terms of national macro policies, it seems that there is generous policy support in this field, right?"
"Listen to whom, I haven't heard of any news about this at the moment!"
"Don't analyze the underlying logic, I feel that today's 'film and television media' sector and 'Apple mobile phone concept' can lead the market, and get the chase and popularity of active funds in the field.
"Indeed, compared with the entire market, it is really limited, and there is basically no participation value."
"On the whole, the market's buying to undertake funds, or more hesitant, and selling, is still more resolute than buying, this situation, the afternoon market trend, is really difficult to say."
"The bottom was buried in front of you, and you still copy the bottom?"
"At this time, the right side is more reliable than the left side, in case the index does not hold up at 2200 points, and if it falls through, it will be a bottomless abyss."
"Prudence is the mainstay, prudence is the mainstay, and optimism at this time is often the easiest to be slapped in the face."
"The two sectors of 'film and television media' and 'Apple concept', although they seem to be a bit of a trend, but the overall investment sentiment of the market is still very weak, and the loss effect of the two cities is still very obvious.
"Let's continue to wait and see, Mr. Su is not in a hurry, what are we anxious about?"
"Yes, an effective opportunity to make money is far better than a risky opportunity with low certainty, or that sentence, you have to learn to short positions!"
"Hey, the empty position is the hardest, and now I finally understand this sentence."
"The market will not close, as long as there is principal, the market will never lack opportunities, anyway...... When the market investment risk is still relatively high, light and short positions are the only correct choice, even if we are not taking the investment route, it is also a speculative route, not gambling. ”
"Makes sense, wait a little longer."
"Wait for the popular stocks with high market attention, and then talk about the recovery of the follow-up effect."
"Yes, the money-losing effect of the current popular stocks is still very obvious, and everyone's sentiment to follow the trend is not high, this situation is ...... Even if you rashly pull up some hot concept stocks, it is difficult to stabilize without strong follow-up sentiment and follow-up financial support. ”
Many investors are in heated exchanges and discussions.
With the rapid refresh of the group messages, the lunch break is also fleeting.
Immediately afterwards, in the concentrated attention of tens of millions of investors inside and outside the market, the time crossed by 1 o'clock in the afternoon, and the two cities ushered in continuous bidding transactions again.
I saw that after an hour and a half of emotional brewing and news fermentation at noon.
As soon as the trading market of the two markets began to beat, relatively aggressive investor groups poured in, focusing on attacking a number of relatively strong concept sectors such as 'film and television media', 'Apple industry chain', 'electronic information', 'Internet software', 'Internet application', and their related core hot stocks.
Subsequently, under the attack of these bottom-buying funds.
At 1:02, these relatively strong hot sectors and popular concepts have risen in an instant, among which 'LETV, Huayi Brothers, Guangguang Media, Lixun Precision, Anjie Technology, Xinwei Communication, Changying Precision' and other stocks have been attacked by large purchases, and the stock price has risen further.
At 1:05, LeTV's rise expanded to 2%, and there are signs of a continuous breakthrough in the market.
At 1:09, many 'Apple concept' stocks such as Lixun Precision, Xinwei Communication, O-film Technology, and Goertek Acoustics also rose by more than 2%.
At 1:12, the small and medium-sized board index rose again, and the ChiNext index shrank to within 0.4%.
At 1:15, another core constituent stock of the GEM, Netspeed Technology, which belongs to the 'Internet software' sector, also rose and turned red, and quickly broke through under the effect of a lot of active buying.
At 1:19, the indices of film and television media, electronic information, Internet applications, Internet software, communication technology and other industries have risen from underwater, becoming the market leader industry sector, and at the same time, the entire market has also formally formed a hot hype path with "smart phone industry chain" and "mobile Internet" as the core.
Of course, in the overall rally at the beginning of the afternoon session.
As the main lines of 'infrastructure', 'state-owned enterprise reform' and 'military industry', which are the leading sectors of the market, there is basically no improvement, and the main funds in the field are still showing a trend of continuous outflow.