According to the information publicly released by the central bank.

The central bank will increase the open operation of the market, further increase the monetary liquidity of the market, and provide stronger impetus for the macroeconomic recovery.

Between the lines, there is no lack of revelations about the possibility of interest rate cuts and RRR cuts in the future.

Of course, this news, the biggest boost to the market's sentiment and confidence, is not the news itself, but behind the news, the central bank's monetary policy shift is revealed, and the monetary policy is expected to change from the previous tightening to easing.

The so-called expectation is more important than the news itself.

As long as the central bank reveals this expectation, it will release the possibility of interest rate cuts and RRR cuts in the future.

Then, under the expected change, domestic financial institutions will be able to change their business ideas, boldly carry out capital expansion, provide funds more aggressively, stimulate the macro economy, and at the same time, the A-share market can also usher in more incremental funds under the easing of monetary policy.

Overall, the central bank's signals to the market exceeded the market's original expectations.

Originally, many financial institutions and many investment research institutions expected the central bank to change its monetary policy in the middle or second half of next year, but they did not expect it...... This change came faster than everyone expected, and it took more than half a year faster.

Under this positive stimulus that exceeded expectations.

Whether it is financial institutions, investment institutions, or investor groups...... Emotions rush to the climax stage of excitement in full swing.

Financial institutions are cheering that the bitter days are finally over, and they are finally able to free up more funds for capital expansion; Investment institutions are cheering that the macro capital has finally changed, and the capital market has finally ushered in a golden period of investment with abundant liquidity; The investor group is cheering that the good news of supporting the bull market is finally coming, imagining tomorrow's market trend, and it is sure that another large white candle will directly break through 3,000 points.

Clear positive impact.

No matter where the market is, no matter which discussion platform investors gather.

Everyone's point of view is the same, that is, tomorrow the Shanghai Composite Index will definitely trample 3,000 points under its feet, and tomorrow's 'big finance' sector will continue to run upward.

At the same time, there is a consensus that the bull market has come.

After the release of the central bank's positive release, in the evening, the external market trend was also good.

The next day, stimulated by these favorable factors, under the influence of the 'Yuhang Department', the core main capital of the market, for two consecutive days of large-scale crazy rush to raise the main line stocks of 'big finance'.

Before the market officially opened, the investment sentiment of the two cities had exploded.

Countless investors, staring at the disks of the two cities, as well as their favorites, or stocks, and ideas are all up and down across the board.

"It's such a hot market sentiment, according to the reaction of this emotional side, it won't go directly over 3,000 points when the market opens, right?" At about 9 o'clock in the morning, in the trading room of the main fund of Shenzhen Market, Xinniu Fund Company, Mu Zhengxing, the trading fund manager in charge of the 'Manniu No. 2' fund, glanced at the general manager of the asset management business next to him, and Fang Xinsheng, the fund manager of the two funds of 'Manniu No. 1' and 'Manniu No. 2', and asked, "Do you think it is feasible to leave a gap here if the Shanghai Index directly crosses 3,000 points at the opening?" ”

Fang Xinsheng narrowed his eyes and responded with a smile: "If the Shanghai Composite Index can directly gap upwards today, cross the 3,000-point mark, leave a gap at this key point, and do not make up for it, it is naturally the most ideal market trend and the strongest market trend performance."

But ......"

Fang Xinsheng paused, and said: "I'm afraid that after the market opens high and crosses 3,000 points, the amount of energy can increase rapidly, and the amount of follow-up of the market has not been able to bear the disk of this position, forming an obvious trend of high opening and falling, if this development is like this, there will be a lot of variables in the follow-up trend of the market."

Of course, in its entirety.

The investment sentiment and speculation of the market have been completely stimulated by many positives.

As long as the volume can remain in a strong stage of more than 500 billion, then the expectation of a 'big bull market' will not weaken, and the Shanghai Composite Index should not be as extremely volatile as before.

Fortunately, yesterday's internal meeting of the central bank released a relatively clear signal.

This is more useful than the current direct interest rate cut and RRR cut.

After all, the formation of expectations has a greater role in promoting the market than the direct realization of expectations.

This time, the regulators are smarter.

There is a clear expectation of macro capital changes, and there is an expectation that the central bank will cut interest rates and reserve requirements in the future, even if the Shanghai Composite Index is very likely to rise and fall today, it is still trapped in the position of 3,000 points, and the future market expectations should be relatively good.

In general, no matter how the Shanghai Composite Index goes at the moment.

We don't need to be pessimistic, it is still the right thing to actively make orders, keep up with the hot spots of the main line of the market, and grab profits in a timely and rapid manner. ”

"Hmm!" Mu Zhengxing nodded, "Fortunately, we have laid out a lot of positions on the main line of 'big finance' before, otherwise this time, the entire main line of 'big finance' will break out so suddenly and violently, it is really not good to enter." ”

In the past two days, the securities sector has been extremely strong, and it is completely an extreme short trend.

With such a trend, as long as you hesitate a little, you will miss the buying point.

Even though in the past two days, the turnover of the securities sector has been rising, and yesterday has exploded to the 30 billion volume position, but according to his observation, in these two days, the core main funds that can decisively increase their positions into the securities sector are still not much, and there are still many funds at the moment, which are short of the main line of 'big finance'.

"The market sentiment has developed to this point, and the formation of expectations has been quite rapid." Fang Xinsheng said, "At this time, for the main line of 'big finance', which has formed a consistent expectation, and then consider the so-called cost of opening a position, and hesitate to buy some trading rules that cannot be chased high in the intraday, it is destined to be short." ”

"So we ...... The next trading goal is to buy stocks in the 'big finance' sector regardless of the cost? Mu Zhengxing asked.

Fang Xinsheng nodded and said: "Naturally, the entire market and capital flow have been fully gathered in the direction of 'big finance'. Moreover, compared with the main lines of 'infrastructure' and 'military industry' that have risen continuously in the early stage and the valuation level has been fully repaired, as well as the main line of 'science and technology growth' that rose one after another last year and created waves of hype and emotional climax, today's "big finance" main line of individual stocks, in fact, is still very cost-effective, and the relative position of the stock price is not high.

For trading, it should be said that this time is a more clear opportunity on the right side.

In order to prevent the main line of the market, we have been switching between high and low in the past, and we have developed into the main line of 'technological growth'.

As a result, in the main line of 'technological growth', a lot of positions have been laid out.

Now, since the market did not choose the main line of 'technological growth', but chose the line of 'big finance' as the main direction of the market.

Then, we have to change our previous investment strategy and trading methods.

It is right to gradually reduce the chips of the main line of 'technological growth' and further concentrate the chips in the direction of the main line of 'big finance'. ”

"Good!" Mu Zhengxing nodded.

Then, quickly place the corresponding trading strategy to each trading group.

Similarly, at this moment, Zhao Zhongming, the fund manager responsible for the 'Principal Future Investment Mixed Selection' fund product in the main internal fund trading room of Principal Financial Investment Co., Ltd., glanced at the time and quickly issued an order, requiring each trading group to place all the remaining liquidity in the fund to raise securities stocks.

At the same time, when placing orders to increase positions and buying securities stocks regardless of the cost, it is also necessary to quickly place orders to reduce stocks in other main lines, so as to withdraw funds and further gather the chips of positions on the main line of 'big finance'.

After all, there is so much news as the main direction of 'big finance'.

Moreover, it can be expected that the follow-up good news about the direction of 'big finance' will follow one after another.

In this way, if you don't increase your position at this time, when will you increase your position?

"Boss, buy all the up-limit boards?" Yi Xiaopeng, the leader of the trading team, was puzzled for a moment and asked again.

Zhao Zhongming nodded and said: "Since the direction of the market has been decided, there is no need to hesitate, the balanced distribution of pending orders for brokerage stocks, according to the price of the price limit of the pending order to grab chips, at this time, at this point in time, no matter how much the cost, the purchase is very probable, it can be earned."

Moreover, the securities sector compares the height of the entire market at this time.

In particular, compared with the valuation of sectors such as 'infrastructure' and 'military' in the previous period, as well as the stock valuation of the main line of 'technology growth'.

However, it has just broken through the previous sideways trend, and an opportunity on the right has just appeared.

Under such an opportunity, if we care about the cost space of a few points for a short period of time, there is a high probability that we will always go short, or miss more profit margins, so that the composition of the position will be raised a lot. ”

"Got it!" Yi Xiaopeng nodded and instructed the traders to execute the instructions quickly.

And with Yi Xiaopeng's orders, as well as the execution of traders' instructions.

At this time, the time of the market has moved to 9:15, and the two cities ushered in a call auction.

In the midst of all the attention, under the passionate and high-pitched emotions of countless investor groups, the stagnant two markets began to beat rapidly.

First of all, what caught everyone's eyes was naturally the securities sector that has attracted countless attention from the market in the past two days.

The securities sector at this time.

With the help of last night's positive bombing and white-hot emotions, I saw that its plate index jumped directly from yesterday's suspension to a 5.23% increase position, and the entire 'big finance' main line area, such as the 'Internet finance' concept plate, insurance, and banking plates, at this moment, the initial call bidding was high, and it also directly opened to more than 3%.

As for the core stocks within its related sectors.

Like 'Western Securities, Oriental Securities, Guangda Securities, Pacific Securities, Flush, Great Wisdom, Jinzheng Shares, Yinjie Technology, Sunline Technology ......' and many other core leading stocks that rose yesterday's limit, at this moment, they were also directly opened in the position of the price limit, and the countless large funds that were directly robbed were sealed on the price limit, and there was a situation of a word limit opening.

And like 'CEFC Securities, Huatong Securities, Huatai Securities, Ping An Insurance, Ping An Bank, Huaguo Taibao, Huaxin Insurance, Minshang Commercial Bank, Industrial Bank, Shanghai Pudong Development Bank, Huajian Bank ......' and many other 'big finance' core weight stocks, the current high opening range is also more than 3%, especially several securities weight stocks, the high opening range is more than 5%.

In addition to the main line of 'big finance' that exploded.

Other main market areas.

In the main areas such as 'science and technology growth', 'big consumption', 'non-ferrous cycle', 'medicine', etc., the relevant concept plates and industry sector indices are all between 1% and 2%, which have the impact of emotions, but in fact, compared with the main line of 'big finance', the impact of emotions on these concept plates and industry sectors is not so huge.

As for the core main line sectors such as 'infrastructure' and 'military industry' in the early stage.

At this time, the opening pattern is basically showing a flat opening situation, and even like the previous "Yuhang Department" held by a number of "infrastructure", "military" core stocks in the main line field, such as "Huaguo Construction, Huaguo Metallurgical, Huaguo China Construction, Huaguo Railway Construction, Huaguo Communications Construction, Conch Cement, Huaxin New Building Materials, Gemdale Group, Kewan Real Estate, Huaxia Happiness, Huahang Shenfei, Hangfa Power, Hangfa Technology ......' and other dozens of weighted stocks, at this moment, there was also an obvious slight low opening trend, and a lot of active selling orders emerged on the disk.

And these tickets, in the past two trading days, have basically underperformed the market across the board.

At the time of the full explosion of 'big finance', these tickets not only did not keep up with the rise of the index, but also fell by several points, which can be regarded as the weakest performance area in the market in the past few trading days.

In addition to these core main lines, the feeder line is on the market.

At this moment, the high opening range of the two major concept sectors is basically on par with the main line areas such as 'technology growth', 'big consumption' and 'non-ferrous cycle', which can be regarded as keeping up with the performance of the market.

However, there are two core stocks in its two major feeder areas.

"Lei Man Optoelectronics" at the moment has also reached a high opening range of more than 5%, and the check of "Blue Stone Reloading" is under the extremely high market attention, and it has maintained the trend of opening the price limit board at this moment.

Thereafter, as the call auction time goes on.

The performance of the main lines of the market remained unchanged as a whole.

After that, when the time trading time crossed 9:20, the performance of the main lines of the major main lines fell slightly after the two markets entered the real non-cancelable call auction link.

However, when the time was getting closer and closer to 9:25.

In the last three minutes of the call auction time, the main line of 'big finance', which is the core of the market, began to continue to rise gradually, returning to the opening position at the beginning of the call auction.

Finally, when 9:25 a.m. came, the two markets ended the entire call auction process.

I saw that the Shanghai Composite Index was as expected, opening up to 1.37% higher, fixed at 3007.83 points, jumping over the important threshold of 3000 points, and leaving a gap of about 30 points at this extremely important pressure level, showing an extremely strong opening trend.

In addition to the Shanghai Composite Index, the Shenzhen Composite Index and the ChiNext Index opened with gains of more than 1%.

In particular, the A50 index, which opened high, went to a 2.24% increase, and the strong and horizontal trend can be seen at a glance.

As for the final opening embodiment of the major popular main lines in the market.

I saw that the securities sector opened 5.11% higher, leading all the industry sectors and concept sectors in the two cities.

The insurance and banking sectors followed behind, opening 3.23% and 2.79% higher.

After the 'big finance' related sectors, film and television media, Internet software, Internet applications, and food and beverage industry sectors followed behind, with higher opening ranges from 1% to 2%.

After that, the main line areas of 'infrastructure' and 'military industry', such as 'national defense and military industry, commercial real estate, building decoration, building materials' and other industry sectors, either opened flat or opened slightly lower, which became a drag on the major indices of the market and became the main leading industry sector in the market.

In terms of the conceptual plates of the two cities, the pattern is similar.

The two concept sectors of 'securities' and 'Internet finance' led the gains, followed by the concept of banking and insurance, mobile payment, smart city, domestic software, Apple concept, electronic information, liquor, white electricity and other concept plates.

The conceptual plates related to several major conceptual themes in the early stage, such as the 'Eurasian Economic Belt', 'The Road to the New Era, the Maritime Silk Road', and the 'Reform and Reorganization of Central Enterprises and State-owned Enterprises', as well as the concept plates such as 'military-civilian integration, domestic aircraft carriers, Beidou navigation, Shanghai Free Trade Zone, Northeast revitalization, Yangtze River Delta Economic Belt, and Pearl River Delta Economic Belt', have significantly underperformed the major core indices of the market, showing a flat opening or a slight low opening trend, and have become a number of conceptual plates that lead the market.

Under this opening pattern......

Especially when you see the securities sector, in the entire call auction transaction, the opening volume exploded 1.5 billion, a high opening of 5%; I saw that 'big finance' continued to lead the two markets across the board, and saw that the core stocks in the 'Internet finance' sector opened with a price limit.

The entire market, the inner emotions of the vast majority of investor groups, have further increased.

Inside and outside the market, the bull market flame ignited by the 'Yuhang system', as well as the investment confidence that continues to be bombarded by the market's macro news, are also becoming more and more enthusiastic and hot.

(End of chapter)