Chapter 849: Reversed Market Investment Sentiment!

"It's over, alas, I never expected that Mr. Su would reduce his position today."

When the investment sentiment of the whole network turned sharply, and almost everyone was extremely disappointed with today's market trend, a group of retail investors gathered in the stock discussion area and stock investment forum on the trading platform also became restless, especially the retail investment groups who increased their positions today and intervened, and at this moment they were even more pessimistic about tomorrow's market trend, and they sighed and sighed.

"Mr. Su has begun to reduce his position, indicating that in the short term, it is difficult for the Shanghai Composite Index to go up."

"Didn't Mr. Su be firmly bullish before, saying that this is a bull market? Why did you sell so many chips today? ”

"It should be a private equity fund product, and there is a hard requirement for net value settlement at the end of the year, right? However, reducing positions is not equal to clearing positions, the 'Yu Hang system' fund products managed by Mr. Su, as well as the 'Anzhao system' fund products that are strongly related to the 'Yu Hang system' fund products, the current total asset management scale is at least 200 billion above the level, even though Mr. Su has reduced his position today, but the main position should still be there. ”

"In short, no matter how you analyze it, a sharp adjustment in the market in the short term is inevitable."

"Alas, I was cut as soon as I entered, it's too miserable."

"Let's look down at 3,500 points first, below the Shanghai Index, it is also at 3,500 points, so as to have strong support."

"There should be a lot of money today, but it's all been cut, right? The turnover of the two cities is more than 1.1 trillion yuan, alas...... never expected that it would be Mr. Su who smashed the plate today. ”

"If Mr. Su's 'Yuhang Department' is not smashed, the main funds of other large institutions will also be smashed."

"At the end of the day, it's still the market trend, and it's time to adjust, so ...... The central bank's interest rate cuts and RRR cuts are good for shipments of large funds! ”

"The main thing is that the central bank has cut interest rates and cut the reserve requirement, and there are already full expectations in front, right?"

"The good is all the negative, the old shareholders don't deceive me."

"Are you going to cut the meat tomorrow? Mr. Su's 'Yuhang Department' is in the direction of the main line of big finance and big infrastructure, and it is reasonable to reduce positions and sell on a large scale...... I'm afraid that these two main lines will be difficult to have a market in the short term, right? ”

"That's for sure, Mr. Su's position reduction, no matter what the size of the chips and the scale of the funds to reduce the position, has completely changed the market's short- and medium-term expectations for the two main lines of 'big finance' and 'big infrastructure', think about it...... Since Mr. Su has begun to reduce his position, at least 200 billion chips, in front of such a volume of funds to be sold, even if the main funds that were still optimistic about "big finance" and "big infrastructure" before, at this moment, they did not dare to enter the market on a large scale. ”

"With more than 200 billion chips, there are still not many institutions that can catch them, right?"

"Since I can't catch it, I'm afraid that Mr. Su will continue to smash the plate, so it must be ...... Everyone will subconsciously avoid the two core main lines of 'big finance' and 'big infrastructure'. ”

"It is foreseeable that tomorrow's 'big finance', 'big infrastructure' and 'military industry' will inevitably have a panic selling stampede."

"Preliminary estimates, tomorrow's Shanghai Composite Index will start with a drop of 2 points!"

"It seems that you really have to cut the meat decisively."

"Mr. Su's extreme selling operation is clearly telling everyone that the Shanghai Index is in this position, and it will definitely not go up for the time being, and it is clearly asking everyone to reduce their positions and take profits, or to find a way to avoid the next drastic adjustment of the market, such an obvious reminder, if you don't know how to do it, then it shouldn't be."

"I can only say that when Mr. Su reduced his position and publicly reminded the market risk, the investors who could continue to rush in and take on long undertakings were definitely warriors."

"It's not surprising that they are still singing long and doing long at this time, after all, there are too many novice investors who have poured in in the past six months."

"Fortunately, I looked at the wrong trend shape of the market today, and I sold half of the chips, otherwise I would have to cry to death when I saw the closing scene of the two cities and the data of the Dragon and Tiger List today."

"Mr. Su said to sell, then you must sell, open tomorrow, and clear the warehouse without brains."

"There is no need to clear all positions, in fact, the basic logic of the bull market is still there, at this time, timely avoid the risk of market adjustment, and appropriately reduce positions."

"Avoid the two main lines of 'big finance' and 'big infrastructure', in fact, today's 'big consumption', 'mobile Internet', 'smart phone industry chain' and other core main lines, the trend is good, not much down, and the main intraday capital trading of these main lines still shows a net inflow trend."

"Yes, alas...... Whatever, as long as the underlying logic of the bull market doesn't matter, it won't run. ”

"Even if Mr. Su reduces his position, as long as the bull market is still there, he will come back, right?"

"Optimistic about the follow-up market trend of the main lines of 'big consumption', 'mobile Internet' and 'smart phone industry chain'."

"When a whale falls, everything is born, I think the adjustment of 'big finance' and 'big infrastructure' is not a bad thing."

"Let's see where the market goes next, shall we?"

"Most of the main line development situation of 'high and low switching' will be formed, right?"

"There is no doubt that funds will definitely temporarily avoid the main line of 'big finance' and 'big infrastructure'."

"The main thing is to see if Mr. Su will continue to smash the plate tomorrow."

"Probably not, right? Alas...... 'Yuhang system' and 'Anzhao series' fund products, is it going to announce the net value? I feel that Mr. Su's main fund products have not updated the net value trend and position level for a long time. ”

"It's supposed to be announced, right? It's December. ”

"I had already prepared funds and planned to chase the position and intervene, but it's okay, it's okay...... Hold back today. ”

"Let's look at it again, if the Shanghai Composite Index does not break by 3,500 points, then you can continue to buy."

With the continuous fermentation of the data and information of the dragon and tiger lists of the two cities, as well as various in-depth analysis and discussion of the large-scale position reduction news of the 'Yuhang system'.

Over time......

Investors across the network are relatively pessimistic about tomorrow, or the recent short-term market trend.

However, in the medium and long-term market trend view, it is still optimistic.

Whether it is the institutional group, the group of large investors, or the retail group, they all agree that the bull market pattern of the market is still there, and the underlying logic of the bull market is still there, and they believe that even if the market is adjusted, it should be a benign adjustment, and most investors believe that the Shanghai Index will not fall below 3,500 points in the adjustment.

And just right, the external market trend in the evening is still going up.

This provides some psychological comfort to the hit and somewhat depressed domestic investment sentiment, and also gives the capital groups who have been chased in on a large scale during the day a glimmer of hope for a safe reduction tomorrow.

However, this comfort in the external market did not bring a substantial change in sentiment to the market.

The next day, Tuesday, December 9.

The entire market opened sharply higher and lower yesterday, and under the influence of the large-scale reduction of the two main forces of the entire 'Yuhang system' and 'Anzhao system', it opened sharply lower.

Among them, the Shanghai Composite Index opened at a low level of 1.37%, and broke through the 3750 point level directly at the opening.

As for the Shenzhen Index and the ChiNext Index, the decline at the opening was smaller than that of the Shanghai Index, and they opened lower at 1%.

As for the A50 index, which is strongly related to the main trend of 'big finance' and 'big infrastructure'.

It opened sharply lower to 1.67%, which can be described as quite miserable.

In addition to the opening performance of several major indices in the two cities......

The core main lines of the two cities, the major industry sectors, the concept sector, and the performance of their popular stocks.

I saw the "Yuhang Department", "Anzhao Department" heavy position of "big finance", "big infrastructure", "military industry" several main line areas, related industry plates, concept plates, all in a state of substantial low opening, among them, the securities sector opened 3% low, banking, insurance two major weight plates opened low by about 1.5%, building decoration, building materials, commercial real estate development, public transportation, ...... As for the 'national defense and military industry' industry sector, it opened sharply lower at 3.43%, leading the industry sectors in the two cities, which were completely in a state of panic.

In terms of the concept sector, the 'Internet Finance' sector is unbeatable.

With a decline of 3.22%, it led the decline of a number of conceptual theme sectors in the two cities, and the corresponding 'military' theme concept plates also opened at a lower level of about 3%.

As for the hot stocks......

Yesterday, the 'CEFC Securities', which had a turnover of more than 30 billion yuan, opened as low as 2.33%.

Several stocks that were sold by the large-scale reduction of the "Yuhang system" funds, and many stocks of "Western Securities, Huaguo Metallurgical, Huagong International, and Huaguo Railway Construction ......" basically opened lower at a decline of more than 3.5%.

There are also the three musketeers of 'Straight Flush, Great Wisdom, and Oriental Wealth', which also opened low, reaching more than 3.5%.

As for the two big demon stocks that have been speculated by the main players for more than a month, today, this is even lower at a decline of 8% and 8.22%, and it almost opened directly to the opening of the limit.

In the early stage of 'big finance', 'big infrastructure', 'military industry', 'film and television media', and 'sub-new stocks', which supported the continuous rise of the market in the early stage, the core main line related industry sectors, concept plates, and popular weighted stocks, all of them were sold off by major funds.

In the situation that several major indices in the market opened sharply lower across the board.

As a large margin of market growth in the early stage, in the past month or so, there are few funds to pay attention to the 'big consumption', 'non-ferrous cycle', 'coal', 'petrochemical', 'mobile Internet', 'smart phone industry chain' and other relatively stagflationary main areas, related industry sectors, concept plates, and core stocks.

At this moment, it is unusually starting to get stronger.

Among them, the three main lines of 'big consumption', 'mobile Internet', and 'smart phone industry chain' are related to the industry sectors and concept plates, especially food and beverage, retail, white goods, Internet software, Internet applications, Apple concepts, and semiconductor concepts...... These industry plates and concept plates are still in a slightly red market at the moment.

In the face of the market's obvious 'high and low switching' trend pattern.

In the face of the sharp adjustment of the core main line of 'big finance', 'big infrastructure', 'military industry', 'sub-new stocks', and 'film and television media' sectors in the early stage.

Most of the investors in the market sighed.

Only those institutions that began to perceive that the market might 'switch between high and low' and make corresponding strategic adjustments before the news of the central bank's interest rate cut and RRR cut landed, or large investors with large positions, can still maintain a relative smile and obvious optimism at the moment.

", this opening form is really miserable."

Seeing the opening situation of the two cities, at 9:26, when the two cities entered the short pause time before the official opening, the magic capital, Zexi Investment Company, in the main fund trading room, Zhou Kan had a look of surprise on his face, and had to sigh: "'Yu Hang', the main capital of the market, has a really big impact on the market trend, and the selling data of more than 2 billion on the dragon and tiger list, in the case of last night, there was a good situation, and the market was directly smashed by 1.5 points, making it a heavy position in the field before' The main areas of 'big finance', 'big infrastructure', and 'military industry' have shown a comprehensive plunge of panic selling, which is really ...... Outrageous! ”

"The opening pattern of the two cities is not unexpected." Hearing Zhou Kan's voice of emotion, Xu Shen, who was sitting next to him, smiled and said, "If you look at the sector of 'Yuhang Position Concept Stocks' in the market, the low opening range is even more terrifying, and it directly opened to more than 4 points across the board. ”

Zhou Kan glanced at it, it was indeed the situation that Xu Shen said, and couldn't help but sigh again: "The investor group that holds these stocks should be crazy in their hearts, right?" It's really a success of the 'Yu Hang system', and a defeat is also a 'Yu Hang system'. ”

"It's not crazy to be mad." Xu Shen said, "At present, with the support of the underlying logic of the market bull market, the effect of panic selling is not serious, of course, ...... the main line areas of 'big finance', 'big infrastructure', and 'military industry', such a heavy profit plate, now the main funds are retreating, the tide is receding, and the short-term stampede should still be unavoidable." ”

"Hmm!" Zhou Kan nodded, and turned his gaze to several main line areas such as 'big consumption', 'mobile Internet', and 'smartphone industry chain', which performed well at the opening, and said, "Looking at the form of the market opening, I feel that there are a lot of funds to do 'high and low switching', boss...... Do you think that the three major core lines of 'big consumption', 'mobile Internet' and 'smart phone industry chain' also have certain logical expectations, are well adjusted, and have a very good chip structure, can we complete the main line of the market in this position and support the market situation? ”

Although the market opened sharply lower, and on the market, there was a slight panic selling.

But judging from his heart.

Zhou Kan still thinks that since the underlying logic of the bull market in the market is still there, then, the funds in the market will not leave the market easily, and most of them will do the rotation of the market.

Xu thought about it for a while and responded: "What is the market value of the two core main lines of 'big finance' and 'big infrastructure'? And what is the market value of the three main lines of 'big consumption', 'mobile Internet' and 'smart phone industry chain'? It is unrealistic to rely on these three main lines to stabilize the market.

But well......

At this stage, a lot of funds follow the idea of 'switching between high and low'.

It is not logically wrong to do the three main lines of 'big consumption', 'mobile Internet', and 'smart phone industry chain' to make up for and replace the market.

It's just that maybe it won't end too well.

Otherwise, the panic sell-off from the two core main lines of 'big infrastructure' and 'big finance', as well as the momentum of killing, will quickly suppress the market's continuous bullish sentiment, which will also lead to an increase in the number of sell-offs in the main areas of 'big consumption', 'mobile Internet' and 'smart phone industry chain'.

At this stage, the buying funds that are relatively daring to take the initiative will not be very active.

Since the number of sell-offs has increased, and the buying funds that have taken the initiative are not very active, how can we get out of the continuous money-making effect, so as to forcibly stabilize the trend of the market in this position?

Again, when the mud and sand are falling, the first thing I think of...... It should be a temporary escape, waiting until the mudslide is completely over, and then entering the field to pick up the bargain, rather than running in to pick up those chips that seem to be safe for the time being and have not been washed away by the mudslide when the mudslide has just happened.

The ancients knew that a gentleman does not stand under a dangerous wall.

The same is true for the trading rules that we should follow first and foremost for investors and traders.

Don't be afraid that you can't buy high-quality chips, the market trend, even if it is a bull market, has its own market development and market development laws that must be followed.

Too haste, too hesitation, it's not okay.

Don't think about entering the market to increase your position and buy stocks, let's see how the market will go today, right? ”

After speaking, Xu Shen turned his gaze back to the two cities.

At this time, with the short talk of the two, the time has reached 9:30 This moment, the two cities ushered in the official continuous bidding trading time.

And at the moment when the two markets beat again.

Due to the official opening, a short 5-minute emotional brewing, the active selling volume on the disk began to surge in an instant, without waiting for too many people to react, "big finance", "big infrastructure", "military industry", "new stocks", "film and television media" and other core main line areas of the industry sector, concept plates, and their popular weight stocks, they quickly fell in volume, showing a trend of volume plummeting. (End of chapter)