Chapter 179 The market that is not scattered(1/2)
"This daily limit is so clean!"
Xu Xiang stared at the market of Shanghai Stock Exchange, which had completely closed the daily limit, and said with emotion: "Although the market was closed just before the market close, in terms of the strength and strength of the funds on the market, it is still the 'Shanghai local stock' that has changed as a whole.
It is the strongest among the sectors. As relevant news continues to ferment, there is a high probability that it will become stronger and stronger."
He was still thinking about which stock the market would choose as the breakthrough point for the entire sector?
Now...it's basically clear.
From the perspective of pure speculation, the Shanghai Stock Exchange's check, its circulation and overall market value are quite appropriate, but conceptually... He previously thought that market funds were in the hype of the 'Shanghai Local Stocks' sector.
, the direction I most agree with should be the financial field, so I ignored this stock, but now I don’t think so.
"It seems that the main positive direction should be in a wide range of areas, not just in the financial field." After pondering for a moment, Xu Xiang secretly said, "And judging from the market's reaction... there are quite a few people who have vaguely gotten the news.
"
In today's market, the entire "Shanghai Stock Exchange Local Stocks" sector has seen much more capital inflow than he expected.
Moreover, the intensity of funding from various sources was beyond his expectation.
This proves that the hidden benefits of the news he heard are by no means simple, and here... there is a high probability that a sustained mainline market will occur.
"How? How many chips did you buy?"
Seeing that the time had reached the last trading session at 2:57, Xu Xiang turned around and asked Zhou Kan.
Zhou Kan replied: "A total of 530 million chips have been purchased. Judging from the speed of building a position, it will probably take at least a week for us to invest all 2 billion in funds."
"and……"
Zhou Kan paused and then said: "If the subsequent market news continues to ferment and the funds on the market to raise follow-up funds further increase, I am afraid that the time for establishing a position will be extended."
"About a week?" Xu Xiang frowned when he heard this.
Judging from today's market movements, he estimates that it won't be too long before the positive news is officially announced, which means that they will most likely not have more than a week to open a position.
"The speed of building a position must be accelerated." After thinking for a moment, Xu Xiang said, "Now that the main line of investment has been determined, there is no need to think too much about the cost of building a position. As long as there is selling on the market, then buy decisively.
There are market expectations, and at this time... no matter what the cost is, you should be able to make a profit."
"Okay." Zhou Kan responded and wrote these words down.
While the two were talking, the time had already frozen at 3 p.m., and the two markets were about to close.
After a day of market trading, due to the overall ebb of the core popular concept sectors of the GEM Index and its related popular stocks, the GEM Index closed down 2.13%, fixed at 1219.36 points, and the Shanghai Stock Exchange Index closed down 0.78%. The two cities as a whole
Investment sentiment fell further than the previous trading day.
Amid the overall decline in the index...
The hot spots in the two cities were extremely scattered. Only the "Shanghai local stocks" sector showed a slight performance, creating a certain concentrated profit-making effect throughout the day.
Others either shot higher and fell back, or opened lower and moved lower, all in all.
Among them, the 'big financial' sector, which was strong in the early trading, fell across the board in the afternoon. Many core-weighted stocks left a long upper shadow line. Only Shanghai Pudong Development Bank emerged from a relatively independent market, rising by about 6%.
It led the rise in the entire 'big financial' sector and saw a significant increase in volume, with a turnover of nearly 2 billion.
"The ChiNext fell sharply again, and Shanghai Steel Union dropped its limit for the second time. Has the index peaked?"
Seeing such closing patterns of the two cities, many retail investors in the market were massacred again, and many people raised questions.
"Hey, it's like this every time. You get caught as soon as you catch up. In three trading days, the ChiNext fell nearly 100 points. Is this what the major analysts of the institution call the 'new trend in the market'?"
"Haha...institutional analysts? We all know these people. They are typical counter-arguments."
“Last week many institutions shouted ‘the bull market is back’, but the market then began to plummet and turn bearish. This slap in the face was really loud.”
"Is it really a scam to take over? Damn it...these institutional analysts are so heartless."
"I knew that the 'bull market', 'new economy', 'new trend' and so on were definitely lies. Fortunately... I held back this time and did not increase my position."
"Hey, my hand, why can't I hold it back today?"
"The GEM fell below the 20-day line today. I feel that the upward trend has really stopped. If this wave continues... I don't know where the bottom is. The key is that I am so short-handed. I also took over the Shanghai Steel Union today.
"
"Judging from the early trading, I thought it would rise today, but I didn't know..."
“It’s all to blame for the market’s main funds blindly pulling the ‘big financial’ sector, which caused a siphoning effect of funds across the entire market, directly leading to the collapse of the GEM.”
"Yes, I just don't understand. Why are funds attacking these big guys?"
"If we directly push the Shanghai Steel Federation to the daily limit and give us a counter-insurance expectation, will today's trend be so miserable? The popularity must have disappeared long ago."
"Who knows? The institution should save itself!"
"It doesn't look like it. Look at Shanghai Pudong Development Bank. There is too much inflow of capital today. This shouldn't be the way for the institution to save itself, right?"
"Whether it is or not, these big guys are a cancer to the illiquid market at this moment."
"Yes, with the current market liquidity, it simply cannot support the continuous surge in the market of 'big finance'. In fact... today's market trend also proves this."
"When a whale rises, everything falls!"
"The current 'big finance' cannot drive the market sentiment at all. After all, no one should still have extravagant hopes for a comprehensive bull market, right?"
In the discussion where everyone was questioning and complaining...
Major institutions from all parties and hot money groups in the market obviously have different views on today's market trend.
"Today's market trend has shown that the internal chip structure of the ChiNext Index has completely loosened. There will be no adjustments in the next one or two months. It is impossible to slow down, right?"
"I also think that in the future... the market will most likely not focus on the previously popular 'Internet finance', 'mobile games', 'wearable devices', 'online video' and a series of 'pan-mobile Internet' fields.
As the sector becomes more hyped, there will definitely be new directions.”
“New direction, ‘big finance’?”
"Today's 'Big Finance' has indeed moved, and a lot of money has entered. Several of the oversold small-cap financial concept stocks have even reached their daily limit, but I think there is a problem with this direction. After all, the market's liquidity is now expensive.
It’s so weak that it simply can’t support the market trend of such a large sector.”
"The current market liquidity cannot support the riots in the entire financial sector, but I think... if there is indeed a major positive stimulus from the regulatory authorities and even from the top, even if it cannot leverage the entire financial sector,
In the financial sector, there should still be local market trends, or speculation in related concept stocks."
"To be honest, the market trend of the entire 'big financial' sector today is a trap trend of rising and falling. Although it has changed, it cannot be said to be strong. It is the port shipping, logistics trade and real estate sectors that came from behind in the afternoon. Some of them
The performance of individual stocks is relatively unremarkable, such as Shanghai-Hong Kong Group, Shanghai Stock Exchange... They are doing very well today. I feel that I have funds, and I am deliberately attacking these stocks..."
"Hey, what you said is true!"
"Everyone, haven't you noticed? Although the hot spots in the entire market today are very scattered, giving people the impression that the attack directions of various funds are chaotic and directionless, but in fact... careful observation shows that today's performance is relatively strong, significantly outperforming the index, and funds
Stocks with large inflows basically have one common characteristic!"
"What characteristics?"
"Today's stocks that have changed a lot, such as Shanghai Pudong Development Bank, Shanghai Stock Exchange, Shanghai-Hong Kong Group, Lujiazui, Dongfang Venture, Jielong Industrial, Waigaoqiao... these all have a common attribute, that is, 'Shanghai local stocks'
'ah!"
"Damn it, I didn't pay attention to it before, but now after you reminded me, I realized it's true!"
"There must be some benefit to this, right?"
"To sum up today's market trend in one sentence, it is 'the body has dispersed but the spirit has not dispersed'. On the surface, funds from all walks of life are indeed attacking everywhere with no purpose and no sustainable hot spots. But in essence, today's market
The overall flow of funds is in one direction, and that is the concept of 'Shanghai local stocks'."
"The concept of local stocks on the Shanghai Stock Exchange? What the hell is this?"
"Are the market rumors true? Are there indeed any major economic preferential policies or tax policies regarding the Shanghai Stock Exchange?"
"I don't know, but in the current market, many institutions are spreading rumors."
"Without knowing the exact information, everyone started scrambling for funds and speculating indiscriminately?"
"As long as you have expectations, it doesn't matter what the benefits are."
"Yes, the current market is short of hot spots. As long as the good expectations are there, there is no fear that no one will take over the offer. And looking at today's market performance, many institutions should be involved, right? This proves that the country will continue to pay attention to the Shanghai stock market.
, there is a high probability that it will not only be a good thing, but also a big good thing.”
"It is expected, but it is not easy to speculate based on the attribute of 'Shanghai local'. After all, according to the geographical division of listed companies, companies registered and listed on the Shanghai Stock Exchange are the most in the entire market, accounting for almost
200 stocks, this requires 200 stocks to be traded, and the pressure to pull them is simply greater than pulling 'Big Finance'."
"There are almost 200 stocks, and it's definitely impossible to speculate on them all."
"Look at the stocks with the highest capital activity, the strongest trends, and the strongest market capital synergy. After all, our A-share market is a policy market and news market. If there is really any big news to be released next, some core stocks,
It will definitely move continuously and continue to strengthen.”
"Well, that makes sense..."
"If you look at it from this direction, today's Shanghai-Hong Kong Group and Shanghai Stock Exchange's two checks should be the most beautiful. The Shanghai Pudong Development Bank is also very beautiful, but the market is already a super big one with hundreds of billions. It's nothing.
Flexibility is only suitable for large financial institutions that value liquidity."
"The Shanghai-Hong Kong Group's portfolio is not small, it's over 30 billion."
To be continued...