Chapter 853: The Core Thread of the Market That Has Collapsed Completely!
Finally, when 3 o'clock in the afternoon came, the two markets ushered in the closing time.
Shanghai specified a decline of 4.33%, directly lost 3700 points, approaching 3600 points, and the Shenzhen Index, the ChiNext Index, although slightly smaller than the Shanghai Index, but also reached 4%, as for the A50 index, which is the strongest correlation with the main line of the 'big finance' and 'big infrastructure' that plunged across the board, it finally closed at a decline of 5.45%, and completely broke the position in the K-line trend pattern.
In addition to the performance of the major indices in the two cities.
A number of core hot main lines in the market, as well as corresponding industry sectors, concept sectors, as well as a number of popular stocks and weighted stocks.
I only see the three main lines of 'big finance', 'big infrastructure' and 'military industry'.
Today, under the negative influence of the large-scale reduction of positions and profit-taking of the 'Yuhang system', it has come out of the form of a sharp decline across the board.
Among them, in the main line of 'big finance', the securities sector plummeted 5.75% to close, the two major weighted industry sector indices of banking and insurance plummeted by 4.11% and 4.23%, and the Internet finance sector index also plummeted by 5.83%.
In the main line of 'large infrastructure', the two core sector indices of 'building decoration' and 'building materials' fell by more than 5%, and the rest of the related industry sector indices of 'commercial real estate development, steel, machinery and equipment, public transportation, non-public transportation, port and shipping ......' mostly closed between 3.5% and 5% declines.
The market performance of the entire main line of 'big finance' is slightly better than the main line of 'big finance', but it is also very limited.
As for the performance of the 'defense and military' industry sector.
This industry sector index fell by 5.86% at the close, leading the decline of the industry sector index in the two cities.
And within the entire sector, among the constituent stocks.
A total of 8 stocks closed the fall limit at the close, and the market performance was extremely miserable.
Similarly, the 'sub-new stocks' sector and the 'film and television media' sector, although the market performance is relatively better than the popular main lines of 'big finance', 'big infrastructure' and 'military industry', but they are also very limited, and they have closed down 4.05%, and within the plate, they have set off a trend of falling limits.
However, in the main line areas such as 'big consumption', 'non-ferrous cycle', 'medicine', 'mobile Internet', and 'smart phone industry chain', although in the end, these mainline-related industry sectors still failed to maintain the red plate, but the overall performance is significantly stronger than the Shanghai Index and the performance of the major indexes in the market.
In particular, there are two major sectors in the field of 'big consumption', automobiles and white goods.
In the case of the general collapse of the whole market, the sector index of these two major sectors only fell slightly by 0.42% and 0.39%, showing a trend of leading the industry sector and concept sector of the two cities.
As for the popular stocks in the two markets, the investor groups have a high degree of attention and high discussion.
'Huake Sugon' and 'Blue Stone Heavy Loading' fell to the limit.
'Western Securities', 'Straight Flush', 'Great Wisdom', 'Huake Jincai', 'Yingkou Port', 'Shanghai Ganglian'...... Most of the popular stocks closed with a falling limit.
Looking at the performance of popular stocks in the two cities......
The tragic situation of today's market can be fully reflected.
Among the top 20 stocks in the two cities, 16 stocks closed at the fall limit today.
In the face of such a tragic closing result in the two cities, the majority of investors in the two cities are very disappointed.
In fact, many investors, when yesterday's 'Yu Hang Department' swept the two cities to sell seats, they have thought that today's market trend will not be very good, and there is a high probability that there will be violent shocks, or a sharp pullback trend, but no one expected this comprehensive plunge trend pattern.
No one thought that the market trend of the three core main lines of 'big finance', 'big infrastructure' and 'military industry' would be affected by the large-scale reduction of the main funds of the 'Yuhang system'.
"Alas, it's really a plunge today, and the three stocks in the position are all down to the limit."
After the closing of the two cities, under the huge loss effect, a group of retail investors gathered in the major stock investment exchange forums, communities, and post bars on the whole network were helpless.
"The stocks I hold have also fallen today, which is really miserable."
"The last time there was such a tragic market trend was on the 10th of last month, alas...... Do you have to come back like this every month? ”
"Today is worse than the 10th of last month!"
"Why do I think it's okay, the stocks I held today are still making money."
"In fact, today's market, although it is said to be a plummeting closing situation, but the main thing that fell miserably is the stock field of the 'Yuhang system' main fund led by Mr. Su before, and other stocks such as 'big consumption', 'non-ferrous cycle', 'mobile Internet', and 'smart phone industry chain' have basically not fallen much."
"No, the entire Yuhang system holds a concept stock sector that is about to fall today."
"Alas, the main thing is that the other main funds in the market are afraid that Mr. Su will continue to smash the market, so they are all selling regardless of the cost, and the result is that the market is directly collapsed."
"The central bank's interest rate cuts and RRR cuts are good, but the market has been a tragic trend for two consecutive days, which is really outrageous."
"I feel like I've been cut leeks!"
"I also rushed in in the morning after the central bank cut interest rates and reserve requirements yesterday, alas...... I ate two drop boards in a row, and I really want to die! ”
"In other words, why does the 'Yuhang Department' in charge of Mr. Su want to reduce its holdings on a large scale in this position?"
"There is no doubt that every time Mr. Su appears on the list of dragons and tigers and reduces his holdings on a large scale, the market will peak in the short and medium term."
"Today's decline in the Shanghai Composite Index feels like it has broken the level, right?"
"There should be no break, but in the short term, it will be difficult to return to more than 3,800 points."
"At this time, don't think about 3800 points, this wave of the Shanghai Index, I feel that it is good to be able to stand firm at 3500 points, the main fund of the 'Yuhang Department' led by Mr. Su has a position of more than 200 billion, which is once a large-scale continuous sell-off...... I feel that the Shanghai Composite Index is unbearable at 3500 points. ”
"This is a bull market, Mr. Su's 'Yuhang Department' main fund, it shouldn't be a liquidation reduction, right?"
"I also think not, most likely it may be a repositioning."
"That's right, I think there is a high probability that Su is always adjusting positions, looking at today's market's 'big finance', 'big infrastructure', 'military industry', 'film and television media', which are the core main lines of Su Zong's large-scale positions before, and the low-level stagnation of 'big consumption', 'non-ferrous cycle', 'mobile Internet', 'smart phone industry chain' These main lines are obviously divergent, and it is very likely that Su is out of the chips of the high-level main line in the early stage, and enhance the chips of the low-level main line."
"Today's market does have traces of 'high and low switching'."
"It shouldn't be that simple, right? If the main funds of the 'Yuhang Department' led by Mr. Su are adjusting their positions, there is no need to sell so urgently! ”
"It makes sense, such a large-scale and eager sell-off must be abnormal."
"Anyway, since the trading seats related to the 'Yuhang system' fund products led by Mr. Su have appeared on a large scale on the selling seats of the dragon and tiger lists in the two cities, it is always right to reduce the position first and see the real trend of the market."
"That's right, I also think so, it's absolutely not wrong to reduce positions first to avoid the risk of a market correction and fall."
"Anyway, I am firmly following Mr. Su's operation, Mr. Su will increase his position, then I will increase his position, and Mr. Su will reduce his position on a large scale, then I will reduce his position on a large scale."
"What is the specific situation of the 'Yuhang Department' in charge of Mr. Su, we will know later."
"Today, the market is like this, and there is a high probability that the 'Yuhang Department' led by Mr. Su is still selling on a large scale, right?"
"It is difficult to say that today's three core main lines of 'big finance', 'big infrastructure' and 'military industry' have collapsed completely, which is caused by many reasons."
"I think that in fact, the collapse of the core main lines of 'big finance', 'big infrastructure' and 'military industry' has little to do with the reduction of the main fund of the 'Yuhang Department' led by Mr. Su, mainly these main lines, which have accumulated too many profits in the early stage, if this part of the profits is not cleared, the two markets will be suppressed by a huge amount of profits, and it will be difficult to move forward."
"That's right, there is a high probability that the market is going to pull back, and Mr. Su is just speeding up this rhythm and trend."
"Alas, it's no wonder that I don't have enough knowledge of the market, and I didn't expect the central bank to cut interest rates and cut the reserve requirement ratio (RRR) so much, but after it landed, it became a negative."
"Learn a lesson, next time this happens, you must pay attention."
"Next time, regardless of the good or bad, as long as the market expectations are full, then before the news lands, you must leave the market."
"This is the so-called stock speculation, right?"
"That's pretty much it."
"In fact, it can't be so much, the impact of good and bad on the market also depends on whether the market is at a high or low level before the news lands."
"Now, is the market considered high or low?"
"Personally, I think that if it is measured in the short and medium term, then the current market position is definitely at a relatively high level, so there will be a situation where the good is out of the negative, but if it is a long-term scale, then I think the current market is still in a bull market, and the overall bull market logic of the market, otherwise there is no recession, but it is getting stronger and stronger, after all, infrastructure, finance, military industry, mobile Internet, smart phone industry chain...... The fundamentals of these mainline industries are indeed changing rapidly. ”
"Agreed, long in the long term, bearish in the short to medium term."
"Since you are bullish for a long time, there is no need to rush to sell, right? After all, if you are bullish for a long time, the stock price that falls will rise back sooner or later! ”
"You can't say that, the cost of time is also a cost!"
"That's right, if you can avoid the downward pullback, why can't you avoid it?"
"In general, it is more reliable to follow Mr. Su's operation, anyway, before Mr. Su's myth is not shattered, it is definitely the safest to follow Mr. Su's operation."
"The market trend has already begun to reverse, anyway, I don't believe that the index can stabilize at this position."
"There is no doubt that no matter whether Mr. Su smashes the market today or not, as long as the main capital groups gathered in the core main line areas of 'big finance', 'big infrastructure' and 'military industry' are still frantically worried that Mr. Su's huge chips will continue to smash the market, then these main capital groups will definitely smash the market in advance and run away, and comprehensively reduce positions and take profits."
"It feels like it's a prisoner's dilemma!"
"Entering the big A trading market, then the prisoner's dilemma is doomed."
"Alas, it's a pity that the holdings fell early today, otherwise...... I must sell it directly, I really don't understand you, Mr. Su is on the list of dragons and tigers, clearly prompting everyone to sell, I didn't expect everyone to hesitate, you know, according to Mr. Su's past trading history, usually after Mr. Su buys, the stock price continues to rise, and after Mr. Su sells chips on a large scale, the market is down without exception. ”
"That's right, if you want me to say, Mr. Su's trading seats, at a critical moment, appeared on a large scale on the selling seats of the dragon and tiger lists in the two cities, everyone should be grateful to Mr. Su, otherwise...... There will definitely be more people who have been harvested by the main funds of all parties, as for now...... Mr. Su clearly reminded everyone to sell, our retail funds, the ship is small and easy to turn around, but it has become the first to change the strategy to escape, to put it bluntly...... Mr. Su is a group of big funds who are in a high position. ”
"Damn, it seems to make sense!"
"Alas, tomorrow will continue to reduce positions, the Shanghai Composite Index is less than 3,500 points, and no longer buy back chips."
In the fierce discussion of the retail investor group on the whole network, it is also in the process of gradually turning to divergence and pessimism in the after-hours market sentiment.
The time had unconsciously slipped to around 5:30 p.m.
I saw that the financing balances of the two cities and the data of the dragon and tiger lists of the two cities were released at the same time.
According to the data disclosed by the market, it can be seen that the financing balance of the two cities has not only not decreased, but has continued to increase by more than 3 billion yuan in the face of today's sharp decline in the whole market.
As for the data disclosed on the two cities' dragon and tiger lists......
The trading seats related to the main funds of the 'Yuhang system', which were sold on a large scale yesterday, were invisible again today, and did not appear in the buy seats or sell seats of any stock.
On today's Dragon and Tiger list, the main selling force is the institution.
Major institutions on the list of a number of 'big infrastructure', 'big finance', 'military industry', 'film and television media' and other core main stocks, have been sold, the entire two cities in the dragon and tiger list data, the total net sales of the main institutions, than yesterday's "Yu Hang Department" main fund sales, more exaggerated, reached about 3.7 billion.
Except, of course, that the community is deleveraging on a massive scale.
In the past, he fiercely chased the short-term market and relayed the main players in the market of major popular concept stocks and leading stocks.
Today, on the list of dragons and tigers in the two cities, there is also a trend of substantial net selling, with a total net selling amount of 1.67 billion.
That is, if the net selling volume of the institution is included.
Today, there are more than 50 stocks in the list of dragons and tigers in the two cities, with a total net outflow of about 5.37 billion yuan.
This data, compared with the past data of the two cities' dragon and tiger lists, can be said to have set a new history. (End of chapter)