"Next Monday?" Zhou Kan was stunned, "Isn't there a benefit to the 'Shanghai-Hong Kong Stock Connect' next Monday?" And this Friday, after the market closes today, there may be other good news for the two days of the weekend.

Didn't I remember the boss saying it before?

In the 'bull market' phase, time is often on the side of the market's long investors.

As long as the market's investment and speculation risk appetite is improving, as long as the market's money-making effect is still in the hot and rich stage, and the over-the-counter capital group is still pouring into the market.

Then, even during the suspension time, there is no obvious good news on the market news.

With the desire of investors brought about by the money-making effect of the market itself, the overall emotional reaction of the market should also continue to change in the direction of bulls.

According to this logic of thinking......

As long as the market situation is not bad today, the whole market can still maintain a relatively good continuous money-making effect.

So, next Monday's market performance should not be bad, right...... The boss actually said that today's market situation is likely to be not bad, and next Monday should really worry about it? ”

Xu Shen's eyes were bright when he stared at the markets of the two cities, and when he heard Zhou Kan's question, he smiled and said: "I said so before, but the specific situation still needs to be analyzed specifically, everyone knows that next Monday, November 17, is the day of the opening of the 'Shanghai-Hong Kong Stock Connect', and it is also the day when the A50 index futures and the China Securities 500 index futures are officially listed and traded, so ...... According to the logic of market reaction expectations, everyone knows that the expectation is good, so is it still good? ”

Hearing Xu Shen's words, Zhou Kan suddenly had a flash of inspiration in his mind, understood, and responded: "Since it is a good thing that everyone knows, once this good thing really lands, it will become 'good is all negative'." ”

"That's right!" Xu Shen nodded, "Whether it is the main line market, the concept market, or the performance of individual stocks, speculation is always expected, not expected to be cashed, and when it comes to the expected cash, it means that the stock price often peaks, and it is time to take profits."

Therefore, in the past two days, the Shanghai Composite Index has been forced to rise in such a continuous manner.

And the overall performance of the amount of energy, and the performance of the balance of the two financial institutions, are becoming more and more fierce.

Obviously, this is the overdraft of these positive expectations on Monday, which is exhausting the expected positive expectations in advance.

Under such a trend, once these major expectations are well grounded, the market will not have the support of subsequent positive expectations, and the upward pressure will rapidly increase.

That's why I said that next Monday's market is not optimistic.

Before that, of course.

Before the good expectations landed, whether it was the fund group that copied the bottom on Tuesday, or the follow-up in the past two days, the fund group that was expected to open the 'Shanghai-Hong Kong Stock Connect' next Monday will most likely not reduce positions in advance, after all, under the expectation of sufficient 'bull market', before the good landing, the new investor groups that rushed in with the good, as well as the incremental funds, can continue to promote the market and promote the core main line market.

With these strong incremental capital groups following the trend, it is good for the market before the landing, and it will not be so easy to be smashed by profit-making orders. ”

"It seems that today is only suitable for holding and reducing positions, not for increasing positions." Zhou Kan said, "According to the logic of the boss's analysis...... Do we need to reduce some of our positions and withdraw some of our profits at today's intraday high? How about the short-term chips that bought the bottom and increased the position in the previous two days, and the profit-taking part? ”

"Yes, yes." Xu Shen said, "Look at the intraday trend of the popular core concept stocks after the official opening, obvious stagnation or large divergence between long and short on the market, you can try to sell some of the chips, and then wait until the corresponding stock price retracement, and then pick up the chips."

However, it is enough to do T for small position trading.

Our two main funds, focusing on the core weighted stock chips in the securities and Internet finance sectors, should not be moved.

Although I judge that Monday's market is not optimistic.

There is a high probability that there will be a market trend of 'good and bad'.

However, in terms of medium and long-term thinking, the 'bull market' pattern and 'bull market' logic of the entire market are still fermenting deeply.

That is, the medium and long-term trend of the market is still firmly upward.

In this way, we must remain firm in the medium and long-term position thinking, and we cannot rush out of the position on a large scale because of greed for short-term profits, and lose the core chips with a great cost advantage. ”

"Good!" Zhou Kan nodded and said, "Don't worry, boss, I understand this!" ”

In terms of position strategy and trading strategy, he still knows very well which positions should be moved, and which positions cannot be moved.

And with a brief exchange and analysis between the two.

At this time, the trading time of the market has entered 9:25, and the call auction between the two markets has officially ended.

I saw a full 10 minutes of call bidding before and after.

In the end, the market scene presented in front of the majority of investors inside and outside the market, compared with the moment of 9:15, it is obvious that it has fallen a lot.

Keep your eyes on it......

The Shanghai Composite Index opened 0.51% higher, freezing at 3341.14 points.

The Shenzhen Index and the ChiNext Index opened 0.46% and 0.41% higher respectively, while the small and medium-sized board index, which rose nearly 4% yesterday, only opened 0.35% higher, but the A50 Index, which performed weaker than several core indices yesterday, opened at 0.61% higher at this moment, significantly stronger than the Shanghai Index.

In addition to the several major indices that opened higher.

The performance of the core main line of the market, hot industry sectors, and popular concept sectors.

I saw that a number of mainline industry sectors and concept plates that performed strongly yesterday, such as securities, Internet finance, military industry, film and television media, sub-IPOs, Shanghai Free Trade Zone, and the reform and reorganization of central enterprises and state-owned enterprises, still led the two cities in the opening performance, and carried the market in the call bidding stage, and the main active capital groups followed the trend to undertake the force.

Among them, the core hot stocks and concept leading stocks in these main line areas have performed well.

I saw that 'Huake Sugon', the stock that ranked first in the popularity of the two cities, still maintained the opening trend of the one-word board limit, and in the entire collection bidding stage, a total of more than 1 million funds were traded, which is still in the form of an unlimited limit, and there is no sign of breaking the board at all.

This illustrates the internal holding group of the check.

That is, the lucky investors who won the lottery are still in an obvious state of reluctance to sell the chips of this check.

Of course, everyone is so reluctant to sell, resulting in this stock, which has continuously walked out of the 16 one-word price limit boards that exceed expectations, and the institutions that continue to grab funds in the price limit board must be indispensable.

In addition to 'Sugon', the 'Straight Flush' check, which ranks second in the market.

The opening increase was fixed at 4.11%, compared with the situation of its high opening limit at 9:15, it must have fallen significantly, but compared with the general expectations of investors who paid attention to this check before the market, this check can continue to open more than 4 points higher, which is also beyond everyone's expectations.

And this check is opened 4 pips higher.

Compared with yesterday, the disk turnover of the entire call auction stage has not been significantly enlarged.

This shows that the holders inside the check, in this position, for the stock chips of the check, relatively speaking, are still relatively reluctant to sell, even if they make a large profit, not many people reduce their positions and take profits.

The third most popular in the market is the check of 'Chengfei Integration'.

The check has been out of the intraday trend for two consecutive days, and now, at this moment, it is slightly lower at 1.23%.

Although according to this opening pattern.

The check has basically escaped the fate of a streak of falling limits.

However, the internal selling pressure has not been reduced, and this continued weaker performance than the market also shows that this check, near this position, the probability is still not through, if the follow-up market is slightly weaker, it should not rule out the possibility that the check will continue to fall.

The fourth most popular in the market is the check of 'Western Securities' in the securities sector.

Yesterday, "Western Securities" walked out of the 13-point intraday limit trend of the huge earthquake, and today with yesterday's daily limit "Yuwei", it also achieved a sharp high, and its stock price was fixed at a 2.56% increase position, still in the opening form, leading a number of securities stocks.

And this check is in the whole call auction trend.

The overall disk turnover, compared with yesterday and even the day before yesterday, still has no obvious signs of amplification.

This shows that the investors who intervened in this stock yesterday, and even the early intervention in this stock, and the investors who still hold the chips of this stock, do not stop at this check and expectation, so the amount of energy has not been further amplified, and the same situation of reluctance to sell has appeared.

The fifth most popular in the market is the check of 'Blue Stone Reloading', which has created 23 consecutive price limits in the early stage.

The cheque was also opened higher today.

It's just that compared with the checks of 'Huake Sugon, Flush, and Western Securities', the high opening range of 'Blue Stone Reloading' is slightly not enough, only a 1.12% increase in the opening of the market, and in the entire call auction performance, its disk selling suppression is larger, and it feels that the long and short divergence is obviously more obvious than the other three popular leading stocks.

The sixth place in the market popularity is the core stock 'Shanghai Sanmao', which has walked out of three consecutive daily limits and belongs to the concept of 'Shanghai Free Trade Zone'.

This check still opens very strongly today after achieving three consecutive daily limits.

It opened sharply higher at 6.11%.

However, although the check is opened high, the trading volume of the entire call auction stage is also relatively large, with less than 2.5 billion circulating disks, and more than 70 million funds were traded in 10 minutes of single call auction, which shows that in this stock price position, the long and short divergence of the disk has expanded rapidly.

It also shows that if the check still wants to be sealed today, the pressure should not be ordinarily large.

or divergence, or directly killed by short-term profits.

The seventh most popular in the market is the check of 'China Airlines Heavy Machinery' in the field of 'military' sector.

This check also in the first three trading days, out of the trend of three consecutive limits, but the check opened today's rise, obviously not as good as the 'Shanghai Sanmao' check, only opened 3.47% higher, and the volume of the entire call auction stage can also be expanded.

This shows that there are active capital groups in the market and a large number of short-term capital groups.

For the logical recognition of this check, as well as the strength of following the trend, it is not as good as the check of 'Shanghai Sanmao'.

The eighth, ninth and tenth stocks in the market are 'Hua Investment Capital, Oriental Fortune, and Hengsheng Electronics'.

The circulation of these three stocks is tens of billions, and due to the suppression of large circulation, although the market is very hot, the high opening range is still significantly weaker than that of other popular stocks.

'China Investment Capital' opened at 1.06%, slightly exceeding the higher opening of the securities sector index.

'Oriental Wealth' opened at 0.96% higher, and the trend of similar stocks 'straight flush' once again widened the gap, but the gap between the market value of the two stocks is still nearly doubled.

'Hengsheng Electronics' opened at 0.83% of the position, slightly stronger than the Shanghai Index, its disk long and short divergence, more obvious, while the stock price elasticity, selling pressure, compared with other popular stocks, is also more obvious, overall, the trend of this check, not as smooth as other popular stocks.

In addition to these ten popular stocks that have attracted much attention from the investor group in the market.

Other stocks with relatively low popularity rankings, such as 'Huaguo China Railway, Huaguo Railway Construction, Shanghai Ganglian, Shanghai Construction Engineering, CEFC Securities, Jinzheng Shares, Ciwen Media, LeTV, Huayi Brothers, Huace Film and Television, Yinjie Technology, Huaguo Software, Inspur Information, Netspeed Technology, Leiman Optoelectronics ......' and other popular stocks.

In terms of opening patterns, 90% also achieved a higher opening.

It's just that the range of higher openings is below the 1.5% increase, and there is no obvious gap trend.

"The Shanghai Composite Index opened a new high for the year, but how do I feel that this small gap support is not so strong?" At 9:26, Yu Hang, inside Yuhang Investment Company, in the main fund trading room, Wang Can, the head of the fund trading team, stared at the two markets that had been frozen for a while, briefly sorted out the opening market patterns of each main line, and couldn't help but sigh with emotion, and asked Zhao Lijun next to him, "Lao Zhao, do you feel this way?" I always feel ...... This pattern, after the official opening, the index has to step on it again! ”

Zhao Lijun glanced at him and responded with a smile: "The market does not open high, and it is possible to step back and make up for this small gap, if you kill the market...... It should be unlikely, after all, there has been a wave of killing yesterday, and a lot of profit orders have been washed, and although the market skyrocketed yesterday, there are not many accumulated profit chips, and it should not be able to suppress the overall market too much.

And what's more......

There is next Monday's 'Shanghai-Hong Kong Stock Connect' opening good, as well as the A50 index, China Securities 500 index futures officially listed and traded in the back, as well as the possible market macro news over the weekend waiting, at this point in time today, the market has no momentum to kill down.

A lot of funds in the market, as well as the investor group that chased in yesterday.

Before so many positive expectations are not landed, there is a high probability that it will not be easy to concentrate on selling.

So, I don't think there's any need to worry too much about your so-called feelings...... It's not that I said, it's a bit redundant, don't forget, the market is a 'bull market'!

Since it is a 'bull market', then, with relatively clear expected positive support.

Short funds can't make any big waves. ”