Chapter 867: Quietly Changing Market Expectations!
Gong Tiancheng bowed slightly, and said: "This is also, this side shows that the majority of investors in the market, although they are not very optimistic about the short-term market trend, but for the long-term trend of the market, as well as the bull market confidence in the market, it is still very sufficient, and it also shows that the overall investment confidence and investment sentiment of the market, as well as the entire ecology of the market, are still significantly different from the original Shanghai Index more than 2,000 points." ”
"Hmm." Zhou Qiang nodded and said, "At the same time, when the market index continues to adjust downward, the market's performance is also very good. In today's market, the general volume and energy performance can be maintained at least above 900 billion, and the trading situation is really active. ”
Gong Tiancheng said with a smile: "There is a market, which fully shows that the bull market structure of the market is still not fundamentally changed, and the short-term adjustment of the market can also be regarded as a round of benign adjustment, and we can do it now...... It is to wait patiently for the market correction to end and the index to return to the upward channel. ”
"We ...... Don't you need to decapitalize further? Zhou Qiang paused and asked.
Gong Tiancheng responded: "This position, continue to reduce positions, it is no longer of much significance, in recent days, 'big finance', 'big infrastructure', 'military industry', 'film and television media' several core main areas, many popular stocks, weight stocks have almost reached 20%.
According to the past market development, as well as the trend in the benign pullback of the core main line in the past.
The main line of popular weights, the corresponding core stocks, generally has an adjustment range of about 20% to 30%, which is about the same.
We continue to reduce our positions at this time, and we can't avoid much retracement downward, but we will lose our original chips with a great probability, and some of the gains outweigh the losses! ”
Zhou Qiang thought for a while and said: "Okay, preliminarily, the Shanghai Composite Index is near 3500 points, although it is difficult to hold on, but downward, it is estimated that there is not much room for adjustment." ”
As long as the logic of the market's bull market expectations is not broken, as long as the investment ecology of the market is still in its current state.
Whether it is Zhou Qiang or Gong Tiancheng, they do not think that the Shanghai Composite Index will fall back below 3,000 points, and the two of them have always maintained relatively optimistic expectations for the major core main lines of "big finance", "big infrastructure", "military industry", and "film and television media".
After all, starting from the fundamental situation of the market, as well as the policy wind.
In the entire market, there is indeed no main line area that is stronger than the core main lines of 'big finance', 'big infrastructure', 'military industry', and 'film and television media', and the fundamental reversal is more obvious.
As for the current slightly strong 'big consumption', 'mobile Internet', and 'smart phone industry chain', the two popular main lines.
Both believe that this is just a short-term increase in risk aversion in the market.
When the market investment sentiment and investment confidence gradually pick up and recover to the previous one, the core main line market trend of these new major markets will definitely be subject to huge market pressure, and there will not be much continuous money-making effect, and it will be difficult to get out of the core main line market trend of 'big finance', 'big infrastructure' and 'military industry' in the early stage.
As the two discussed the market.
At the same time, at the time of the lunch break, in other stock investment exchange forums, communities, post bars, financial media website comment areas and other places on the whole network, countless retail investor groups also had fierce discussions about the market trend that was significantly lower than expected and continued to fall fiercely.
"Damn, it's still falling, it's speechless."
"The three core main lines of 'big finance', 'big infrastructure', and 'military industry' are really not saved."
"Alas, I bought the bottom in the morning, I thought I could make a little money, but now I look at it...... It's buried again, it's really speechless...... Why can it fall like this? ”
"The 3600 point pass feels like a piece of paper, and there is no support at all."
"Don't talk about 3600 points, 3500 points can have strong support, it's really hard to say now, originally I thought that the Shanghai Index pullback to 3500 points is about the same, now look at ...... I'm afraid that the Shanghai Composite Index is 3500 points, and it won't be able to hold it at all, so I really don't know where it will fall? ”
"The core main lines of 'big finance', 'big infrastructure', and 'military industry' feel completely wasted, right?"
"Alas, I really miss last month's market trend, no matter when you buy it, how you buy it, you can basically make money."
"The trend of the two major sectors of 'military industry' and 'Internet finance' in the past few trading days has been really miserable."
"Isn't it, it's too tragic."
"The 'securities' sector and the 'Internet finance' sector, many core stocks, in just a few days, have reached more than 20%."
"Alas, don't talk about it, the check I bought for the 'straight flush' has already eaten 2 down limits in a row. ”
"The current trend pattern of the market is really bullish."
"It's completely a bear market, is this the end of this bull market? The Shanghai Composite Index is less than 4,000 points, is the bull market so short? ”
"Not really, right? Is the bull market over so soon? ”
"In recent trading days, what does it mean to support the market trend and drive the market to continue to attack, the core main line of the market, 'big finance', 'big infrastructure', 'military industry', and 'film and television media'? It's too good to fall, right? It feels like a crash across the board! ”
"It's normal that it has risen several times and fallen by 20 or 30 percent, right?"
"I feel that the main fund of the 'Yuhang Department' led by Mr. Su, except for the day when the central bank cut interest rates and RRR cuts, has not sold off on a large scale in recent trading days?"
"As I said a long time ago, this round of market decline has little to do with the 'Yuhang Department' helmed by Mr. Su."
"What does that have to do with that? It feels like it's really nonsensical. ”
"Is it related to the central bank's interest rate cuts and RRR cuts? It shouldn't be...... Isn't that a good thing? ”
"It's really strange that when the market was not good before, the trend was quite strong, and as a result, it collapsed."
"In fact, on the disk, the trend of the core main lines of 'big consumption', 'medicine', 'mobile Internet', and 'smartphone industry chain' is still quite strong, right? It hasn't fallen much in the past few days. ”
"That's because these core main lines haven't risen much in front!"
"Are the two core main lines of 'big finance' and 'big infrastructure' really finished?"
"It's hard to say, but for the time being, there will definitely be no improvement, it's really all the main capital groups that are selling chips in these two core main areas."
"Alas, it's really strange, it's good to fall, it's good to fall, it's good to fall, it's good to fall, it's good to fall, it's good to fall."
"It's no wonder, this is A-shares."
"I really didn't catch up with the rise, so I caught up with the fall."
"Alas, this trend is toxic, and I don't know where there is a problem, I feel that the turnover of the market, the trading situation, is still very good, and this is a trillion turnover, for the entire 'big finance' main line, for the entire securities, Internet finance sector, shouldn't it be good?"
"Is it possible that it was a wrongful killing?"
"Such a large-scale continuous decline, can it be called wrongful killing? Have you ever seen this kind of wrongful killing? ”
"No matter what, let's reduce our positions first, I feel that at this time node at the end of the year, it is really not suitable for stocks."
"At this time, there is no need to reduce positions, right? The market has fallen by more than 200 points, not to mention, the support of 3,500 points is still very strong, and the market will definitely have a strong rebound to repair the market. ”
"But what if the market moves in the future, or will it continue to fall? In case of...... 3500 points can't hold it at all? ”
"If 3,500 can't hold on, then go down...... Where will the support be? ”
"Then it's estimated to be 3,200 points, or even 3,000 points, right?"
"Probably not, right? I always feel that there is still no problem with the two core main lines of 'big finance' and 'big infrastructure', and the underlying investment logic. ”
"Now the mood is still too pessimistic about the market expectations of these two main lines."
"Looking at the entire market, I feel that the core stocks in the main line areas of 'big finance' and 'big infrastructure' are still the lowest valuation in the entire market!"
"I now find that whether the stock price goes up or not has little to do with the valuation at all."
"Haha...... Agree. ”
"It's still a bit related, right? At least if the valuation is very cheap, I don't know if it will rise or not, and it won't fall anywhere! ”
"It doesn't matter, whether it goes up or not, it's purely the funds that have the final say."
"From the perspective of the direction of the net flow of main funds, there is indeed no opportunity for the core main line of 'big finance'."
"There was no chance left in the first place."
"I think no matter what the main line, no matter what individual stocks, as long as the loss effect is amplifying, then, should stay away, at present, 'big finance', 'big infrastructure', 'military industry' and other core main line areas, whether it is hot stocks, non-popular stocks The loss effect is continuing to amplify."
"It's true, escaping from the sector with a serious money-losing effect will not be kidnapped by emotions, which will affect the mentality."
"Well, guys, is there still a chance for the 'Bluestone Reload' check? There were several stops in a row. ”
"There is a saying that the gas faucet is not as good as a dog, the 'blue stone reloaded' check, the previous stock price increase is too much expected, and now the market attention and long sentiment of this check are all in a crazy recession, at this time to buy this stock, isn't it waiting for a pure loss?"
"In the same way, it is just as stupid to buy the check of 'Huake Sugon' at this time."
"What should I do, do you want to cut the meat?"
"I think the check of 'Blue Stone Reloading' will definitely continue to fall sharply in the future, if you can cut the meat, cut the meat, buy other stocks, and sooner or later earn it back, I have been holding on to this check, there is really no hope."
"Alas, it's really just that I didn't keep up when it went up, and I kept up when it fell!"
"I bought the check of 'China Airlines Heavy Machinery', I feel that the trend is not as good as the check of 'Blue Stone Heavy Loading', the 'military industry' is really speechless, when it rises, it rises wildly, and when it falls, it falls wildly, which is not normal at all."
"The worst thing is the 'Internet finance' sector, today's entire sector, stocks that have fallen by more than 5%, have reached almost 10."
"It's still different, although the 'Internet finance' sector has fallen sharply in the past few trading days, but it is really fierce when it rises in the early stage, like 'Flush, Great Wisdom, Huake Jincai, Oriental Fortune ......' these tickets, which one is not three or five times the increase in front?"
"What is the explanation of the check of 'Founder Securities'? This check, when the securities sector rose wildly, it was motionless, and now the entire 'big finance' has a full pullback, and the securities sector has also continued to fall, and this check has continued to fall, and it has also hit a new low in the recent stock price, as well as a new low in the annual stock price, which is really outrageous, bought this check...... It's really unlucky to the extreme, and it's really that I can't keep up when I eat meat, and when I am beaten, I compete and grab the first place. ”
"There's something wrong with the fundamentals of the 'Founder Securities' check, right?"
"It's not a fundamental problem, it's an internal shareholder side, there is a problem, someone is deliberately suppressing the stock price of this stock, and I want to say ...... When choosing stocks, either choose popular stocks with large-scale concentration of main funds, or choose performance stocks with excellent fundamentals. ”
"Makes sense, alas...... Regret it! ”
"I hope 3500 points can hold up, this is a ...... It's really uncomfortable. ”
"I only entered the market last week, and I was beaten when I came in, and I was speechless."
"Sure enough, the characteristics of Big A are still very distinct, how it rises, how it falls."
"Take a look at the investment consultants and analysts of major brokerage companies, as well as a number of financial media...... is still actively singing more, shouting that all the callbacks are good opportunities for the market to buy, I feel ...... Doesn't their conscience hurt? ”
"How much is conscience worth?"
"Yes, how much is conscience worth? The words of these brokerage companies, financial media, and Internet influencers...... If you can believe it, then the sow will be able to climb the tree. ”
"Indeed, the words of these unscrupulous media cannot be believed."
"Not only can I not believe it, but in my experience, it is often the opposite to listen to it, and it will work wonders."
"So it's not a bull market now?"
"It's still in a bull market, right? After all, didn't the Shanghai Composite Index fall below 3,500 points, and is still above 3,000 points? There is also a single-day K-line chart trend, the current Shanghai Index is just stepping back to the 20-day line, from the long-term technical trend analysis, the whole market must still be in a continuous upward trend. ”
"At present, the trend of the market should not be broken."
"Above 3500 points, you can continue to see the bull market, as for after the breakdown...... That's not clear. ”
"The bull market depends on faith, anyway, I think now that it is better to close it when it is good, and it can't be patterned."
"Even the 'Yuhang Department' in charge of Mr. Su doesn't want a pattern, let's go to the pattern again, isn't that looking for death? Withdrawing after eating a bite of meat is the right way for A-shares to survive. ”
"Alas, the last wave of market surges has not kept up, and now I really have to change my trading thinking."
"At this stage, it turns out that it is still a bear market trading strategy that is more useful."
"Indeed, with such a trend in the market, we can't expect too much from the market outlook."
With the fierce discussion of the vast number of retail investors on the whole network, as well as the analysts and investment consultants of major brokerage companies on the whole network, as well as the major Internet Vs, the financial media continue to sing in an all-round way.
A short break of one and a half hours at noon can be described as a flash.
Unconsciously, the time came to 1 o'clock in the afternoon again, and the two markets ushered in a continuous auction trading session again after a short suspension of an hour and a half. (End of chapter)