Chapter 659: Increasing Market Investment Sentiment!
"Mr. Su's 'Fortune Road' is still buying!"
When I saw the list of dragons and tigers, "Oriental Securities, Hengsheng Electronics, Western Securities" on the disclosed trading seats, "Fortune Road" continued to buy, and at the same time of buying, did not sell a single chip, and the vast number of investors who paid attention to the market broke out in an extremely fierce discussion.
"It seems that Mr. Su's optimism about the line of 'big finance' is stronger than the previous 'infrastructure' and 'military industry' main line plates!"
"'Fortune Road' is really bullish, and I have been buying for 4 consecutive trading days."
"For 4 consecutive trading days, it was all net buying, which was ...... It's really not comparable to the general main funds! ”
"I just reviewed and calculated, in the past few days, the purchase volume of the 'Yuhang Department' funds in charge of Mr. Su has been on the Dragon and Tiger list, and the total purchase funds of the two institutional seats associated with the 'Fortune Road' have reached 6.237 billion, which is simply explosive...... This is just the amount of funds that is disclosed, and the real amount of purchases must be several times more than what is disclosed. ”
"In this way, the 'Yuhang Department' funds in charge of Mr. Su should be at least more than 20 billion yuan in the line of 'big finance', especially in the two major sectors of securities and Internet finance?"
"Don't doubt it, it must be so!"
"The main fund of the 'Yuhang Department' led by Mr. Su held a large number of chips in the 'Internet finance' sector, right? It stands to reason that Mr. Su's 'Fortune Road' is still increasing his position in the field of Internet finance, which means that Mr. Su's previous position in the field of 'Internet Finance' must still be there! ”
"There is no doubt that the line of 'big finance' is destined to be the core main line of the market."
"It seems that the securities sector will continue to rise tomorrow."
"Mr. Su's increase in positions is enough to show that in the next market performance, the main line of 'big finance' will continue to shine."
"In fact, if it weren't for the 'Blue Stone Reload' check that hit market sentiment today, the main line of 'big finance' would definitely continue to break through strongly."
"Hey, the check of 'Blue Stone Reloaded' is really miserable today."
"Oh my God, it's been a long time since the market has had such an extreme intraday trend, right?"
"The last time there was a sky floor in the market, it was a month ago, when the two main lines of 'infrastructure' and 'military industry' fell rapidly for the first time."
"Anyway, the check of 'Blue Stone Reloading', under today's trend, the short-term market should be over."
"A total of up to 25 boards, this 'big demon stock' can go to the current height of the space, and all the funds involved in this check, as well as investors from all sides, have already made a lot of money."
"Indeed, the space of up to 25 boards is already a record for the market."
"The end of this check trend can be regarded as the completion of the market mission."
"Well, if it weren't for the 'Blue Stone Reloading' check that continued to exceed expectations, as well as the condensed extreme short-term long sentiment, the Shanghai Composite Index hit 3,000 points, there should be some recurrence, and many concept stocks should not have such a hot hype market trend at present."
"That's right, the full-scale outbreak of 'bull market expectations', this check, absolutely indispensable."
"However, in the short term, the 'sub-new shares' sector should be avoided, right?"
"It should be okay, even if the check trend of 'Blue Stone Reloading' collapses today, but for the new stock sector, as well as the trend of high-standard stocks in the market, it is not big, on the whole, a group of relatively high hot concept stocks in the market, and there is no extreme panic because of this check."
"The main line of 'big finance' is the main line that supports the disk."
"Although the overall investment sentiment of the market is very good, but today's intraday divergence trend, as well as sentiment, can not be ignored, I estimate that tomorrow's market trend, may also be differentiated and adjusted, and today was once the" main line of market rotation "signs generated, I feel that a lot of funds, in the purchase of the market in the low stagflation sector stocks, in the market rotation of the 'high and low switch'."
"As long as the market volume can support it, and the turnover of the two cities can stabilize at more than 500 billion yuan, then I think that no matter which main line of chips you hold, it will rise sooner or later."
"Although the expectation of the 'bull market', individual stocks will rise, and the market will also rotate, but the 'strong Hengqiang' still exists, and even if the stocks of other main lines will continue to rise with the index, the increase will definitely not keep up with the core stocks of the 'big finance' main line on the cusp of the storm, especially the core stocks of the brokerage sector."
"Yes, if you don't have a deep hedge in other main lines, or if you make a profit, it is better to concentrate on the main line stocks."
"It's a pity that the core leading stocks with more consistent market sentiment have to chase higher and buy higher."
"Hehe, when you feel that you don't need to chase high to buy, then this check is very likely to be at the critical point of the long and short turn, and naturally there is no need to buy."
"The bull market is heavy, the bear market is heavy, and now that the bull market is coming, then we should change our strategy and follow the core main line of the market to do the disk."
"In any case, as long as the market volume can be maintained at more than 500 billion, the securities sector, many core stocks of securities, is definitely the first choice for investment and trading."
"Today's volume can be reduced compared to yesterday, I feel ...... After the Shanghai Composite Index breaks through 3000, it should step back on the 3000-point support, right? ”
"Just stare at the gap of yesterday's gap, as long as the Shanghai Index does not fill the gap, it is a strong performance."
"The Shanghai Index has always had the habit of filling gaps!"
"But when the historically important bull market starts, the gap is not filled, just look at the K-line chart when the Shanghai Index broke through 2000 points in 06."
"No matter what, whether to fill the gap or not will not affect my full position of securities stocks."
"At the beginning of a bull market, you have to have faith."
"As long as Mr. Su continues to buy, then there is nothing to worry about."
"Yes, Mr. Su continues to increase his position in the main line of 'big finance', especially in the securities and Internet finance sectors, and with such a large-scale position, I don't believe that the market of 'big finance' will end easily."
In the midst of a heated discussion......
Over time, the market's investment sentiment, as well as investment confidence, has continued to grow.
In the evening, the news was calm, but the trend of the peripheral market was booming, which further stimulated the expectations of investors for the subsequent market trend.
Over the weekend, the market news remained calm.
But even if there is no clear positive news on the news, investor groups from all parties can still summarize a lot of good information in the review summary, so as to continue to be bullish on the basis of the market outlook.
In the so-called bull market stage, the reaction of market sentiment is always inclined in a positive direction during the suspension period of everything.
This is the current portrayal.
After a two-day break......
On Monday, November 3, the market once again ushered in the day of trading.
At 9:15 a.m., in the midst of all expectations, the two cities ushered in a call auction.
I saw the entire market, more than 2,000 stocks, and more than 1,400 stocks, in the initial call auction stage, to achieve a high opening of the red plate.
Among them, the stocks in the securities sector all opened high in the red.
And as a securities stock with the highest attention in the market, the check of 'Western Securities' was significantly higher by more than 6%.
As for the trend of closing the floor of the sky on Friday, killing all the funds undertaken in Friday's intraday, the check of 'Blue Stone Reloading', which is also very concerned by market investors, did not have a too tragic loss effect at the moment, and only opened about 2 points lower.
And also closed out the big black line on Friday, and the check of 'Lei Man Optoelectronics' with obvious loss effect was obvious.
At the moment, it is almost flat.
"The market sentiment is very good, looking at this situation, the two markets have a high probability, and they are going to open up in an all-round way." At 9:18 a.m., in the Shenzhen market, inside Xinniu Fund Company, in the main fund trading room, Mu Zhengxing stared at the changes in the call auction of the two markets, and said with a smile, "The overall market sentiment reaction is really stronger than a wave, and sure enough, the market ecology after the market breaks through 3000 points is really different from before." ”
Fang Xinsheng, who was beside Mu Zhengxing, said with a smile: "After the Shanghai Index substantially stands above 3,000 points, it means that the curtain of the bull market has been opened, can the mood be bad?" At this time, as long as there is no extreme bearish blow in the market, then the market's bullish sentiment will naturally be stronger than one wave.
This is driven by the natural trend ecology of the market.
At this stage, we don't need to pay too much attention to the small changes in the market, we only need to stare at a few large market indicators, and pay attention to the overall investment sentiment and investment confidence changes in the market. ”
"Good!" Mu Zhengxing nodded, and said, "Mr. Fang, I feel that the line of the 'securities' sector, under this kind of emotional reaction, there is really no buying point in the short term, and it is estimated that it will continue to force the short all the way up!" ”
Fang Xinsheng responded: "In the securities sector, the consensus expectation of the market is too strong, such a strong consensus expectation, the undertaking at the bottom, naturally endless, and the stock price must be difficult to adjust downward. ”
"But I have a question!" Mu Zhengxing said, "The capital of the 'Yuhang Department' has been increasing its position in the securities sector day after day, and I always feel a little weird. ”
When Fang Xinsheng heard his words, he was slightly stunned and asked, "What's weird?" ”
Mu Zhengxing pondered for a while and replied: "It feels like it is deliberate, this fund, except for the first and second days of the 'big finance' riot, has a lot of purchases, and the third and fourth days, in fact, the buying volume is not large, a bit like it can guide the market capital group to gather in the direction of 'big finance'." ”
"Whether it's guided or not, it's generally good for our current position structure." Fang Xinsheng said, "The capital of the 'Yuhang Department', no matter what kind of motive the 'big finance' line is pulled, should want to further stimulate the market trend, so that the 'bull market expectation' is deeply rooted in the hearts of the people, and truly open the bull market." ”
Mu Zhengxing nodded and said, "This is undeniable! ”
Fang Xinsheng smiled and continued: "So, at this time, we don't have to care about what other people's motives are, we just need to do our best." ”
"Good!" Mu Zhengxing replied and did not continue the topic.
He turned his eyes and put it back on the two markets again, only to see that at this time, the trading time of the market had entered about 9:20.
After an initial five-minute Call Auction.
After the market enters the real call auction after 9:20.
Originally, in the initial call auction stage, many main buy orders were put out, but not many of them were cancelled at the moment of 9:19.
Moreover, at this moment, the market as a whole is in a high position.
Compared with the moment of 9:15, it is even hotter, and the number of stocks that opened high has increased from more than 1,400 a few minutes ago to more than 1,500.
Among them, the securities sector index has expanded from 0.89% to 1.35% at the beginning of the call auction.
The Internet financial sector index opened higher from 0.62% at the beginning of the call auction to 1.08%.
The insurance and banking sector indices also expanded from about 0.4% at the beginning of the call auction to about 0.7%.
Even the two low-opening concept leading stocks of 'Bluestone Heavy Equipment' and 'Leiman Optoelectronics'.
At this moment, they have also turned from falling to rising.
"Huh...... After the market entered 9:20, the situation was further strengthened. At this moment, Yu Hang, inside Anzhao Fund Company, in the main fund trading room, fund manager Zhou Hui stared at the changes in the two markets, with a look on his face, obviously surprised, "I originally thought that the market trend last Friday was not good, and many funds in the market were killed, and most of the opening markets today will change to weakness, but I didn't expect it...... The strength of the market's capital undertaking is far stronger than we expected! ”
"Hmm!" Qin Qiuyue next to Zhou Hui bowed slightly, with a slightly surprised look on her face, and said with a smile, "Especially the line of 'big finance', the securities sector and the Internet finance sector, it is really the strong and the strong. ”
Zhou Hui thought for a while and responded: "After 4 consecutive trading days of continuous incremental upward attack, the two hot leading sectors of securities and Internet finance should have completed the transformation of the chip structure at the bottom stage, right?" Next...... These two core main lines, if the height is to be fully opened, can no longer continue to increase. ”
"In the securities sector for 4 trading days, the total turnover has been more than 100 billion." Qin Qiuyue said, "It stands to reason that the bottom chips should be stable under the change of hands at this level of quantity and energy, and today let's take a look at the amount of energy of these two popular core plates, I estimate...... It should be downsized. ”
Expansion of the main line market......
After completing the exchange of chips at the bottom, it is necessary to shrink the trend in order to open up a higher market space.
After all, after the bottom of the volume, the re-shrinkage can prove that the fund group involved at the bottom is continuing to lock up positions and is firmly optimistic about the follow-up market.
So, in general, in the middle of trading.
After the bottom is large, stocks that continue to shrink and rise and form an upward trend may as well continue to take them even if they have profits in their hands.
While the two were talking, the trading time of the market had quickly entered 9:25.
The two cities ended the call auction.
In the end, the Shanghai Composite Index opened higher at a 0.77% gain, basically recovering the diving decline at the end of Friday; The Shenzhen Index and the ChiNext Index opened 0.49% and 0.38% higher respectively; And driven by the strong opening of the main line of 'big finance', the A50 index opened higher and reached 1% again.