Chapter 475: Helped the 'Brokerage' Section!
At 1:01, in just one minute, the Shanghai Composite Index rushed to the 2280 point mark in a concentrated outbreak of the market's time-sharing volume, expanding the increase to more than 2.3%, and at the same time, the Shenzhen Index and the ChiNext Index also crossed the 2% position at this moment.
At 1:02, in the continuous outbreak of extreme energy, the hot main lines of the two cities, as well as related popular concept stocks, were once again robbed by new entrants, and the entire "big infrastructure" field of a number of industry sectors, with a total net inflow of main funds, increased by nearly 300 million in one minute, reaching a net inflow of 2.436 billion.
At 1:03, the number of stocks with a daily limit in the two cities broke through to 67, of which the non-one-word daily limit stocks broke through to 50.
At 1:04, Huaguo Jiaotong Construction pulled upwards and touched the plate in a straight line.
At 1:05, Huaguo Construction rose by more than 7%, and its intraday turnover broke through to the 1.5 billion mark, ranking first in the turnover list of the two cities.
At 1:07, the A50 index rose by more than 3%, and the weighted stocks showed a collective general rise.
At 1:10, Huaguo Petroleum and Huashang Bank, two trillion-dollar market value stocks, also further expanded, standing on the 1.5% mark.
At 1:12, in the case of the 'Internet finance' concept sector has risen by more than 4%, the 'traditional finance' field has begun to show obvious changes, and the entire market, new incremental funds, have begun to follow up on these weak sectors that are relatively lagging behind the market market growth.
At 1:15, the brokerage weighted stock CEFC Securities rioted.
At 1:16, CEFC Securities absorbed 260 million funds in one minute, an increase from around 1.3% to about 4%.
At 1:17, under the riot of CEFC Securities, the entire brokerage sector began to move.
At 1:18, the brokerage sector index rose more than 2%.
At 1:19, the brokerage sector index rose by more than 2.5%, of which Guangda Securities and Huaxin Securities rose from near the flat to about 5%.
At 1:20, under the extreme riot of brokers, the Shanghai Composite Index stood at an intraday high of 2286.33 points.
However, this trend of lifting the market index by pulling brokerages to the brokerage sector only lasted for a short moment before it began to decline in the absence of the most core speculation logic and market imagination space in the brokerage sector.
At 1:22, after the Shanghai Composite Index hit an intraday high of 2286.33 points, the entire market active capital group, as well as many profit-making investors, began to subconsciously sell chips according to historical inertia after seeing the brokerage riot and frantically devouring the incremental funds in the market.
At 1:23, under the inertial sell-off of these short-term profit-taking investors, the market trend began to retreat.
At 1:25, the Shanghai Composite Index fell back to 2282.69 points, the increase narrowed, and the riot of the brokerage sector, is out of the trend of impulse fluctuations, CEFC Securities, the absolute weight of the brokerage, the rise is in just two or three minutes, from the highest point of the intraday 5.53% rise, lightning fell to about 2.5% increase.
At 1:28, the Shanghai Composite Index continued to fall, falling below the 2280 point mark, and the brokerage sector also lost the 2% mark.
At 1:30, the rise of the banking sector followed the decline, but the "military" sector, but in the general downward trend of the entire market, it suddenly rose suddenly, and continued to rise to a higher rise.
"Hey, the trend of 'military industry' has the meaning of being independent of the market trend, especially the two military system stocks of 'China Airlines' and 'Hangfa', the trend is obviously stronger, and there are too obvious signs of main capital attacks."
Seeing the abnormal movement of the 'military industry' against the trend, at 1:31, within Yuhang, Yuhang Investment Company, in the main fund trading room, Li Meng, who was trying to keep an eye on the market, was slightly surprised, surprised, and reported to Su Yu: "Such a concentrated attack on the main funds, and mainly occurred in the two military system stocks of 'China Airlines' and 'Hangfa', it should be 'domestic large aircraft', there is a new clear benefit, right?" ”
Su Yu bowed slightly, and responded: "Most of the time, but what we really value in our layout of this main line is not just a story imagination space of 'domestic large aircraft', the main story core is still the stories of 'military reform', 'military industrial restructuring', 'military asset securitization', 'military-civilian integration', and 'national defense and strong army', of course...... The realization of these stories, at present, still needs time to brew. ”
"Hmm!" Li Meng nodded, "To strengthen the country, you must first strengthen the army, the current tone, it seems that there are indeed signs of continuous repetition, and the IPO is open, the road of 'military asset securitization' you mentioned, in the general direction of 'strengthening the army and strengthening the country', there is a high probability that there is really a good story to tell." ”
"It's inevitable!" Su Yu smiled and said, "And the bear market is heavy on quality, and the bull market is heavy on the trend, once the market is really fully warmed up, out of the bottom area that everyone agrees on, the main line of the market with a great story, and its related conceptual fields, the speculation space will be completely opened, and it will also get more attention and chase from all walks of life active capital groups, and the market will break out sooner or later." ”
"Shall we ...... Just keep waiting? Li Meng asked.
Su Yu bowed slightly, and said: "Everything is ready, only the east wind is owed, we are on the line of 'military industry', the layout has been completed, and we only need to wait next, I estimate that the waiting time will not be too long." ”
"Mr. Su, after the market fluctuated in the securities sector, certain problems began to arise." While Su Yu and Li Meng were talking, Wang Can, who had been observing the market trend, suddenly interjected and reported, "I feel that the abnormal movement of the securities sector has not only not been able to help the Shanghai Index rush to 2300 points, but has intensified the selling of short-term profit orders in the market. ”
Su Yu looked at the Shanghai Index, which has fallen back to around 2276 points, and the relevant sectors of the popular main lines of the major markets that are almost consistent with the trend of the Shanghai Index, and responded: "The brokerage sector, before the market investment confidence is completely recovered, it is difficult to have a sustainable market performance, however, it ...... Whenever the index reaches the key position, there are always some funds that think they are smart and attack this field, trying to leverage the market and completely open up the market bullish pattern. ”
"After all, the 'broker' is the engine and pioneer of the bull market!" Li Meng responded with a smile, "If you want to completely reverse the confidence of market investment, it is really impossible to do without the market performance of this sector." ”
"Unfortunately, the timing was not right." Su Yu said, "The current volume of incremental funds in the market cannot support the breakthrough of the 'brokerage' sector, and on the macro side, there is no blockbuster good news to help stimulate, so ...... The untimely pull of the brokerage, that is, the bulls in the plain consumption of the market have a vital force. ”
"As soon as this huge suction vortex that devoured incremental funds in the market and actively followed the trend funds appeared."
"There will naturally be problems in the undertaking of market incremental funds."
"And the market is weak, and some of the short-term funds that have already made profits, after realizing that the market is showing signs of weakening, can they not sell and take profits?"
"Brokers, the Shanghai Composite Index wants to break through 2,300 points today, but it's difficult, right?" Li Meng stared at the plate and said with a smile, "It seems that this position needs to clean up some of the short-term profit orders of the two-day bottom-buying speculation before it can make an effective breakthrough again." ”
Su Yu bowed his head slightly and said: "Indeed, the market is too urgent, and as soon as the profit plate is heavy, the upward pressure will increase." ”
"Will it step back to 2200 points?" Hearing the conversation between the two, Liu Yuan also subconsciously asked.
Su Yu glanced at Liu Yuan, did not answer directly, and asked, "What do you think?" ”
Liu Yuan thought carefully for a moment, and responded: "I don't think it should be, the market has been rapidly pulling in the past two days, resulting in the bottom being washed, or there are not a few investors who are short, and now that the disk is pulled up, the bottom chips are precious, and the main institutions that have made profits should not allow the index to fall back to the support position of 2200 points, so that the majority of retail investors who are regretting the short and bottom cutting positions will be able to get on the car again." ”
"Actually, the market trend is ......"
Liu Yuan paused, and said: "Often the stronger the common expectation of an important point, then often that important point will not develop according to the results that everyone expects." ”
"Just like this afternoon, everyone expected the index to break through 2,300 points."
"As a result, the index was born around 2280 points, and it encountered obvious market pressure and could not go up."
"Then, when everyone expects that the index will briefly shock and pull back, it will further step back on the 2200-point support level for reversal confirmation, I estimate that this position will most likely not be reached."
"Sideways ......"
"I think the index has a higher probability of moving sideways within the physical range of today's long white candle."
"Then the short-term profit taking of the two-day bottom-buying speculation in the field is almost out, the pressure above continues to reduce, and at the same time, the sentiment is brewing, and the potential buying order that wants to increase the position near 2200 points loses patience and has to chase high to buy, the index should have the opportunity to continue to rise, and there is no obstacle to break through 2300 points."
"Actually......"
Liu Yuan thought for a while, and said: "The Shanghai Composite Index does not rashly break through 2300 points, but fluctuates from 2200 to 2300 points, which is better, which will help the formation of chip peaks between 2200 and 2300 points, reduce the accumulation of short-term profits, and also make the market investment sentiment brew more deeply." ”
Su Yu listened to Liu Yuan's analysis, and said slightly: "The analysis is good, indeed, too eager to attack, and is not conducive to the medium and long-term trend of the market, between 2200 points and 2300 points of this line position, the more fully the chips change hands, the stronger the future support of this support line, the stronger the follow-up rebound of the index, the more fierce it will be, if the attack is too urgent at this time, the profit plate is rapidly piled up, coupled with the market investment sentiment has not been deeply fermented, the attracted over-the-counter follow-up funds are limited, After the index rebounded sharply, when the accumulated profit-taking orders quickly took profit, most of the index had to fall back to the line of 2200 to 2300 points to reconsolidate. ”
"So, isn't the impulse fluctuation of the brokerage a disservice?" Wang Can felt that the logic of thinking was a little too good to keep up, smacked his tongue, and said.
Su Yu smiled and responded: "There are two sides to everything, depending on which point of view, short-term speculative funds in the market, such as short-term speculation of retail investors and some groups of floating capital, it must be the hope that the Shanghai Index will rebound quickly, which can further expand the money-making effect and facilitate them to earn more profits, and the investors who go short, or the investors who have been washed out at the bottom of the stop-loss, must hope that the Shanghai Index will be slower and give them more time and opportunities to react." ”
"Yes...... It should also be a good thing. Liu Yuan smiled and said, "Too consistent expectations will quickly accumulate excessive profits, so the market often can't go far, only by continuing to change hands, there are slight differences and hesitations on the disk, the market is likely to continue farther and higher." ”
"The line of 'big infrastructure', after we hit it out through the 'Fortune Road' seat."
"Judging from the plate, it's a little too hot."
"It would obviously be better if we could take advantage of the short pullback and rest of the index, and the sentiment of this line would drop a little bit and make the chips change hands more fully."
"That looks like I'm worried." After listening to Liu Yuan's words, Wang Can breathed a sigh of relief.
At the same time, he turned his head to look at the girl's appearance, and he couldn't help but feel a trace of envy and admiration in his heart.
He has been in the company for a longer time than Liu Yuan, and he was also taught by Su Yu and fed little by little with trading funds, but this is not a star and a half for the cognitive and analytical talent of the disk.
"It's not a worry." Liu Yuan said with a smile, "This main capital in the brokerage sector has indeed had an adverse impact on the current market trend." ”
After speaking, she put her eyes back on the trading board of the two markets again.
At this time, the market trading time has reached about 1:45, and the two cities have fallen back to the vicinity of the position at the opening of the afternoon after the impact of the impulse fluctuations of the 'brokerage' plate, and several of the major indices have also swallowed up all the gains after the afternoon opening, leaving a diving trend on the disk.
Subsequently, when the Shanghai Composite Index re-touched the 2270 mark, the selling pressure of the profit-taking orders in the two markets began to reduce again.
At 1:49, the Shanghai Composite Index turned around again on the time-sharing chart.
At 1:55, the Shanghai Composite Index regained 2,275 points, and the increase expanded to more than 2.2% again.
At 2:02, Huaguo Construction's intraday turnover exceeded the 2.5 billion mark, and at the same time, the intraday increase also returned to the intraday high.
At 2:12, the Shanghai Composite Index was near 2280 points, and it encountered strong selling pressure.
At 2:13, the Shanghai Composite Index fluctuated and fell, and the overall market of the two cities, whether it was the relatively high level of 'large infrastructure', 'military industry', 'Internet finance' several main areas, or the relatively low and weak 'coal', 'non-ferrous metals', 'traditional finance' fields, began to stabilize and fell into a sideways shock state.
At 2:15, the volume of the two cities can begin to decay significantly, on the disk, the active selling and buying, are not very active, the selling side, feel that the index may also impact 2300 points, want to sell a little higher, and the buying side, after seeing the Shanghai Index twice in the intraday at the 2280 point mark blocked, and feel that the index may be a little bit back, want to buy the price can be slightly lower.
After that, under this wait-and-see mood.
For almost half an hour, the Shanghai Composite Index has been trading sideways in the range of almost 0.5% between 2270 and 2280 points.
Until the arrival of 2:45......
When the market is trading, enter the last 15 minutes.
Seeing that the Shanghai Composite Index is still fluctuating in the range of 2270 points to 2280 points, the short-term profit plate funds in the field that hesitated before have understood that the Shanghai Index has little hope of quickly breaking through 2300 points, and they can't help but start to rush one after another, focusing on the operation of selling and taking profit on the disk.
And with the sale of some short-term profit orders in the late stage, take profit.
On the two markets, the long-short situation that has been deadlocked has finally changed again.
(End of chapter)