Chapter 687: A Call Auction That Exceeds Expectations!
"This opening is quite in line with expectations."
At 9:16, Su Yu's main Yuhang tour capital group, a group of large investors who paid attention to the changes in the initial set auction of the market sighed.
"It should be said that it slightly exceeded expectations, but I don't know if it can be extended until the end of the call auction."
"Look at the disk of 'Flush, Western Securities, Oriental Securities, China Airlines Heavy Machinery, Bluestone Heavy Equipment, LeTV, Netspeed Technology, Hengsheng Electronics, Huaguo Software...... these popular core stocks, its active buying order, it should not be like a false pending order, and there should be no problem with the opening of the two markets today."
"Hehe, I'll just say that yesterday's plunge didn't have such a bad impact on the market, right?"
"The main thing is that the external trend and the evening news are more cooperative, right? If it weren't for last night's external trend and good news to boost sentiment, according to yesterday's extreme market plunge trend, today's major indexes, as well as yesterday's extreme killing and falling sectors, would have opened sharply lower. ”
"It's not entirely the impact of external market trends and good news, I think...... The main reason is that everyone found that there were not many major capital institutions that killed and cut positions yesterday, and there were many capital groups in the market itself, so it was only strong to make up for today's opening. ”
"This is also true, there are a lot of short capital groups."
"According to this call auction pattern, the sentiment has warmed up, and most of the large number of investors who undertook to be buried yesterday should not be in a hurry to cut their positions and stop losses at the beginning of the session, right? In other words...... The better the market opening sentiment, the less pressure will be on the rebound to repair yesterday's sharp decline. ”
"This is certain, as long as the sentiment can be maintained and the market still has a relatively strong money-making effect, then the confidence of the majority of retail investors will naturally increase, and they will not easily cut positions and stop losses."
"Well, under this mood, you can do repairing market arbitrage today."
"From the analysis of the initial call auction, the areas with the strongest elasticity are obviously in the core sectors of securities, Internet finance, military industry, and film and television media."
"The 'military' sector feels a bit down."
"It's been almost 2 months since the adjustment, and it's time to fall through, right?"
"At this time, the risk of buying the hot stocks in the early stage of the 'military' sector is ...... It should be small. ”
"It's still the core concept stocks of the securities sector and the Internet finance sector, which is safer, right? Since the pattern of the market's 'bull market' remains unchanged, the investment logic of these two sectors is the hardest at present. ”
"Agree, it's more reliable to follow the logic of 'the strong are always strong'."
"Hey, seeing this initial call auction situation, I really regret more and more that I didn't buy the bottom at the end of yesterday, what a missed opportunity!"
"Who would have thought that?"
"Just grasp the current on the line, anyway, I put the rest of the funds in, resolutely grab the 'Flush' stock, recently look at the 'Flush' platform stock discussion area heat, I feel more than a month or two ago, and more than double the number of posts, which can show that this company, the speed of this platform to attract customer groups, has been rising with the heat of the market, in the continuous skyrocketing.
Since the number of customer groups continues to skyrocket.
Then, its revenue and profits must also be skyrocketing with the expansion of new customer groups.
It is foreseeable that the revenue and profit performance of the 'Straight Flush' stock in the fourth quarter will definitely be very bright, and it will increase several times, which should be a sure thing.
And with the surge in revenue and profits.
If its stock price does not rise, there is no reason at all.
Therefore, this check, in the current market environment, is definitely the most cost-effective core mainline leading concept stock. ”
"Haha, this is ...... uplifting"
"I've also filled up the 'Straight Flush' stock, and I didn't sell this check yesterday, so it's a 'bull market'! In this round, you have to learn from President Su's pattern. ”
"The check of 'Straight Flush' and 'Oriental Wealth' must be good."
"It's just that the relative market value is a bit large."
"The market value of 'Oriental Wealth' is a bit big compared to the straight flush, but compared to the stocks of 'Oriental Securities, Western Securities, CEFC Securities...... ', it is nothing, and its stock price elasticity should still be able to far exceed the large market capitalization of securities stocks."
"Yes, the check of the key 'Oriental Wealth', as well as the large-scale position of Mr. Su's 'Yuhang Department'."
"It's not a position, it's a fixed increase in shares."
"The specific nature is not important, as long as it is Mr. Su's 'Yuhang Department' holding concept stocks."
"'Blue Stone Reloaded' check, no one copied the bottom and followed the order? I think this check ...... It seems that there is a trend of another wave? After all, the new stock of "Sugon" has risen even the number of boards, and there are 13 boards today, but it is still a situation of unlimited limits, and I always feel that the check of "Sugon" of "Huake Sugon" can continue to take the stock of "Blue Stone Reloading" under the continuous increase in exceeding expectations. ”
"I feel that way, too, but this check ...... The position is always a bit high, I don't dare to follow! ”
"I think that under the continuous surge in the market popularity of the 'Sugon Sugon' check and the trend of the word board continues to exceed expectations, the driving effect of the check on the main line of 'technology growth', especially the 'smart phone industry chain', should be far stronger than the 'Blue Stone Heavy Equipment' and 'military' plates, and it is obvious...... Compared with the 'military' sector, the position of the 'smartphone industry chain' line is significantly lower! ”
"Indeed, the line of 'smartphone industry chain' has not been speculated for a long time."
"But the line of 'smart phone industry chain', there is no strong expectation at present, this year's Apple products, sales are a little weak, even if there is a market, it is estimated that it will have to go in the first quarter of next year."
"Yes, the line of 'science and technology growth', if you want to start the market, I feel that there are still more opportunities in the industry sectors of 'film and television media', 'Internet software' and 'Internet application', and the two major sectors of 'Internet software' and 'Internet application' can also superimpose the heat of the 'Internet finance' sector."
"The 'film and television media' sector, yesterday's plunge, was a bit nonsensical, and I am optimistic about the restorative rebound of this sector today."
"Anyway, in this case, if you want to make a plate, you must choose the most flexible plate to do it."
"What can be determined today is that yesterday's relatively resistant 'banking, insurance, petrochemical, coal' and other industry sectors will not have much market."
"What resisted yesterday is likely to rise today."
"The main thing is that the market is still not liquid enough, right? It is impossible to achieve indiscriminate attacks, and it is impossible for the market to truly achieve a collective general upward trend. ”
"It's almost 800 billion capacity, and the liquidity is not enough?"
"The market volume looks quite terrifying, but it also depends on how much the market has expanded over the years, and it also depends on the position of the index in this range, how much historical hedging is there, comparing the expanded stocks and market capitalization, and comparing the huge hedging disk concentrated in this position, this amount of energy is not very abundant."
"I'm not afraid, I feel that the market volume can perform, and it is obviously not at the peak yet."
"I also feel that the volume has not peaked, and if the index can recover strongly today, I think it will ...... In terms of quantity and energy, I am afraid that it will continue to reach new highs. ”
With the rapid refresh of the messages in the group, as well as the in-depth interpretation of the changes in the disk by the big guys in the group.
At this time......
The trading hours of the market have entered 9:20.
I saw that after the initial call auction process between 9:15 and 9:20, the overall market opened high, and there was no essential change.
Major core main lines, major popular stocks, major conceptual themes.
It still maintains a relatively positive rebound upward trend.
Moreover, in the process of stepping from 9:19 to 9:20, the lists listed on the major popular stocks have not been cancelled by a large number of investors, and on the whole, they ...... In the whole market, the obvious emotional recovery and high opening situation are not false, but really formed by the joint efforts of all parties inside and outside the market, and by tens of millions and hundreds of millions of retail investors.
At 9:21, the 'straight flush' continued to move higher, and the increase reached 4.22%.
At 9:22, the 'Internet finance' sector came from behind, surpassing the 'new stocks' sector and the 'military concept' sector, leading the two cities' concept plates.
At 9:23, 'LeTV' rebounded by more than 3%, and the 'film and television media' sector index rose sharply.
At 9:24, almost all industry sectors in the two cities turned red.
Subsequently, when 9:25 a.m. arrived, the call auction between the two cities ended.
I saw that Shanghai was listed at a 0.88% increase, once again approaching the 3200 point mark; The Shenzhen Index and the ChiNext Index opened 0.65% and 0.79% higher respectively, and the three major indexes all opened sharply higher, and the A50 Index opened higher by more than 1%.
In addition to the high opening performance of the index.
Of the more than 2,000 stocks traded in the two cities, nearly 88% of the stocks opened in the red.
Among them, the performance of the major popular main lines, popular industry sectors, and concept plates.
Yesterday's leading decline in the 'national defense industry', 'film and television media', 'Internet software', 'Internet application' several major industry sectors, have opened higher at more than 1.5%, and then the 'securities' sector opened 0.93% higher, 'infrastructure' main line of building decoration, building materials, machinery and equipment, public transportation, commercial real estate and other industry sectors, then opened high, basically the same as the Shanghai Index.
In general, this opening situation of the market.
Obviously, it is still a little beyond everyone's expectations before the market, and at the same time, it also alleviates the anxiety in the hearts of some investor groups who undertook the market yesterday, so that this part of the capital group and chips will not be so eager to quickly stop losses at the beginning of the market or the call auction stage, so as to suppress the market on the market.
"The Shanghai Composite Index opened so high, aren't you afraid that after the opening, it will be smashed down by the sell-off?"
At 9:26, seeing that the market opened higher across the board, and the Shanghai Composite Index opened higher than expected by nearly 1 point, Magic Capital, Zexi Investment Company, and the main fund trading room, Zhou Kan frowned, and said with some concern: "This is also too high, under the extreme plunge trend like yesterday, today it is so high, I feel that it may not be able to stabilize!" ”
Hearing Zhou Kan's voice, Xu Shen, who was sitting next to Zhou Kan, squinted his eyes, carefully looked at the two markets that had been fixed, and said with a smile: "Gao Kai slightly exceeded expectations, as for whether it can be stabilized...... You won't know until the market officially opens, but ...... Analytically speaking, it should not be so pessimistic. ”
"The boss thinks the Shanghai Index can stabilize in this high-opening pattern?" Zhou Kan was slightly stunned and asked.
Xu Shen pondered for a moment and responded: "Judging from the data of the Dragon and Tiger List disclosed after yesterday's trading, it can be known that yesterday's intraday sell-off is indeed mainly the profit orders accumulated in the first two weeks, and the unhedging orders concentrated in the range of 3000 to 3300 points in the Shanghai Index."
Yesterday, the main capital groups, especially the main capital groups of large institutions, did not reduce their positions.
But you see it, too.
Yesterday, the entire market traded 760 billion yuan, and the intraday trend was also very panicked.
In that case, investors who are generally not very strong-willed, and at the same time have more or less profits from the chips in their hands, as long as they pay attention to the changes in the market, it is actually difficult to resist not selling.
In other words, knowing that the main selling force is profit-taking and unhedging.
In one day, the amount of energy of 760 billion was almost cleared of the profit orders and unhedging orders accumulated in the previous two weeks.
Since this part of the key suppression of the bearish power of the disk has been largely cleared.
Then, there is no major change in the market 'bull market' pattern, there is no obvious negative on the market news, and the external market trend is also very positive.
Will the index still have strong momentum and strength? No, not at all!
Therefore, today's major indices in the market, under the influence of emotions, opened sharply higher, which is in line with the trend of the market and the actual situation, and it is also the concerted efforts of all parties in the market, which is correspondingly supportive.
Since the momentum of the market has been exhausted, the main attack on sentiment, the news is good and stimulating, and the external market trend is driven...... and other favorable factors.
The market opened higher and moved higher, fully repairing yesterday's trend, or reversing it.
Naturally, it is also a reasonable thing. ”
"Got it!" After listening to Xu Shen's in-depth analysis and insights on the disk, Zhou Kan pondered for a while, and finally understood it completely, hehe laughed and said, "If you can open high and go high, you can form a strong repair for yesterday's extreme plunge trend...... That is naturally the best, I am afraid that the capital group that undertook yesterday will eagerly cut positions under the most losses, forming a new suppression of the market. ”
"No!" Xu Shen said categorically, "Yesterday's capital group, although it was briefly trapped, but the overall investment risk appetite of the market is actually very high, this part of the fund group is not deep, and the entire bullish sentiment is picking up rapidly this morning."
In this case, these capital groups will not easily and quickly close their positions and stop losses.
At the same time, driven by human nature, retail investors are often more likely to hold on to chips when they lose money than when they make money.
Therefore, the upward pressure on the market today will definitely not be greater than yesterday.
The rebound repair is also promising. ”
After speaking, Xu Shen didn't wait for Zhou Kan to respond, a pair of sharp eyes had been re-invested in the two markets.
And with his gaze, he once again focused on the two markets.
At this time, the trading time of the market has also come to the moment of 9:30, and the two markets ushered in the official continuous auction trading session again after a short five-minute suspension. (End of chapter)