Rebirth of the investment era

“This opening is pretty much in line with expectations.”

At 9:16, in the main hot money group of Yuhang where Su Yu belongs, a large number of large hot money players who noticed the changes in the market's initial collective bidding began to sigh with emotion.

"It should be said that it slightly exceeded expectations, but I don't know if it can continue until the end of the call auction."

"Looking at the disks of popular core stocks such as Flush, Western Securities, Orient Securities, China Airlines Heavy Machinery, Bluestone Heavy Equipment, LeTV, Internet Speed ​​Technology, Hengsheng Electronics, Huaguo Software...", they are actively buying The order shouldn’t look like a false order, and since the two markets opened higher today, there shouldn’t be any problems.”

"Hey, let me just say that yesterday's plummeting trend didn't have such a bad impact on the market, right?"

"The main thing is that the external trend and the good news in the evening are more consistent, right? If it weren't for the boost to sentiment caused by the external trend and the good news last night, according to the extreme plummeting trend of the market yesterday, today's major indexes, as well as yesterday's extreme decline, The sector will definitely open sharply lower.”

“It’s not entirely due to the favorable external market trends and news. I think...it’s mainly because everyone discovered that there weren’t many major financial institutions that sold off their positions yesterday, and there were quite a few financial groups that were short of the market, so today There was a strong recovery at the opening.”

"That's true. There are quite a few people who have lost their money."

"According to this collective bidding pattern, sentiment has picked up. Most of the large number of investors who were buried yesterday will not rush to close their positions and stop losses at the beginning of the market, right? In other words... the better the market's opening sentiment, the better it will rebound. The pressure to repair yesterday's sharp decline will become smaller."

"That's for sure. As long as the mood can be maintained and the market still has a relatively strong money-making effect, then the confidence of the majority of retail investors in holding positions will naturally increase and they will not easily close their positions and stop losses."

"Well, in this mood, we can do restorative market arbitrage today."

"From the analysis of the initial call auction, the most flexible areas are obviously in the core sectors of securities, Internet finance, military industry, and film and television media."

"The 'military industry' sector does feel like it has fallen a bit."

“It’s been almost two months since the adjustment, so it’s time for it to fall completely, right?”

"At this time, the risk of buying low-priced stocks in the early hot stocks in the 'military industry' sector... should be very small."

"Are the core concept stocks in the securities sector and the Internet finance sector safer? Since the market's 'bull market' pattern remains unchanged, the investment logic of these two sectors is currently the hardest."

"I agree, it is more reliable to follow the logic of 'the strong will always be strong'."

"Hey, seeing this initial collective bidding situation, I really regret not buying the bottom at the end of yesterday's trading. I really missed a lot of opportunities!"

"Who would have thought of this?"

"Just grasp the current situation. Anyway, I invested the remaining funds and resolutely grabbed the stock of 'Tonghuashun'. Recently, I saw that the popularity of the stock discussion area on the 'Tonghuashun' platform has increased compared to a month or two ago." The volume of posts has more than doubled, which shows that the speed at which this company and this platform attracts customer groups has continued to skyrocket as the market becomes more popular.

Since the number of customer groups continues to skyrocket.

Then, its revenue and profits must be rising rapidly with the expansion of new customer groups.

It can be predicted that the revenue and profit performance of Flush Stock in the fourth quarter will definitely be very impressive. It should be a certainty that the stock will surge several times.

Along with the surge in revenue and profits.

If its stock price does not rise, there is no natural reason at all.

Therefore, this check, in the current market environment, is definitely the most cost-effective core mainline leading concept stock. "

"Haha, these words make me angry..."

"I'm already fully stocked in the stock 'Flush'. I didn't sell the check yesterday even if it fell to the limit. It's a 'bull market' after all! This round, I have to learn from Mr. Su's pattern."

"Compared with the check of 'Flush' and 'Oriental Fortune', it is definitely not bad."

"It's just a bit large relative to the market value."

"The market value of 'Oriental Fortune' is a bit large compared to Flush, but compared to stocks such as 'Oriental Securities, Western Securities, Huaxin Securities...', it is nothing. Its stock price elasticity should still be far higher than 1 Securities and stocks of large market capitalization.”

"Yes, the key is the check from 'Oriental Fortune' and the large-scale positions held by Mr. Su's 'Yu Hang Group'."

"It's not a position, it's a fixed increase in shares."

"The specific nature is not important, as long as it is a concept stock held by Mr. Su's 'Yu Hang Group'."

"Isn't anyone buying the check of 'Bluestone Heavy Equipment' and following the market? I think this check... seems to be on the verge of another wave? After all, the number of new shares of 'Huake Dawn' has even increased. Today, 13 board, but it is still in a limitless trend. I always feel that the check of 'Hua Ke Dawn' can continue to bring the stock of 'Bluestone Heavy Equipment' for a while after continuous higher-than-expected rises."

"I feel the same way, but this check... is always a bit high, so I don't dare to follow it!"

"I think that as the market popularity of the 'Huake Dawn' check continues to soar, and the trend of the single-word board continues to exceed expectations, the driving effect of this check on the main line of 'technology growth', especially the 'smartphone industry chain', should be far greater. It is stronger than the 'Blue Stone Heavy Equipment' and 'Military Industry' sectors, and it is obvious...compared to the 'Military Industry' sector, the position of the 'Smartphone Industry Chain' line is obviously lower!"

"Indeed, the 'smartphone industry chain' line has not been speculated on for a long time."

"However, there are currently no overly strong expectations for the 'smartphone industry chain'. The sales of Apple products this year are a bit weak. Even if there is a market, it is estimated that they will have to wait until the first quarter of next year."

"Yes, if the 'technological growth' line is going to take off, I feel that the industry sectors of 'film and television media', 'Internet software' and 'Internet applications' have greater opportunities, and 'Internet software' and 'Internet software' The two major sectors of "Internet Applications" can also add to the popularity of the "Internet Finance" sector."

"The 'Film and Television Media' sector's plunge yesterday was a bit nonsense. We are optimistic about this sector's restorative rebound today."

"Anyway, in this case, if you want to do trading, you must choose the sector with the highest elasticity."

“What is probably certain today is that the ‘banking, insurance, petrochemical, coal’ and other industry sectors that were relatively resilient yesterday will not have much market performance.”

"Those who resisted falling yesterday will most likely resist rising today."

"The main reason is that the liquidity of the market is still not enough, right? It cannot achieve an indiscriminate attack, and it cannot make the market truly achieve a collective general upward trend."

“It’s almost 800 billion in energy. Isn’t the liquidity enough?”

"The market volume can look quite scary, but it also depends on how much the market has expanded over the years. It also depends on the position of the index range, how much the historical hold-up is, comparing the expansion of stocks and market value, and comparing the concentration of this position. The huge holding plate, this amount of energy is not very abundant."

"I'm not afraid. I feel that the market volume can show its performance. It has obviously not reached its peak yet."

"I also feel that the volume energy has not reached its peak. If the index can recover strongly today, I feel... in terms of volume energy, I am afraid it will continue to reach new highs."

With the rapid refresh of news in the group, and the in-depth interpretation of the market changes by the hot money tycoons in the group.

at this time……

The market trading time has reached 9:20.

It can be seen that after the initial collective bidding process between 9:15 and 9:20, the overall high opening situation of the market has not changed essentially.

All major core themes, all major popular stocks, and all major conceptual themes.

It still maintains a relatively positive rebound and upward trend.

Moreover, in the process from 9:19 to 9:20, the orders placed on the major popular stocks were not canceled by investors in large numbers. Overall...the entire market, obviously The recovery in sentiment and the high opening situation are not false, but are truly a situation formed by the concerted efforts of all parties on and off the market, as well as tens of millions or hundreds of millions of retail investors.

At 9:21, 'Flush' continued to move higher, opening higher and reaching an increase of 22%.

At 9:22, the 'Internet Finance' sector came from behind, surpassing the 'Sub-New Stocks' sector and the 'Military Industry Concept' sector, leading the gains in the concept sectors of the two cities.

At 9:23, ‘LeTV’ rebounded by more than 3%, and the ‘Film and Television Media’ sector index rose sharply.

At 9:24, almost all industry sectors in the two cities turned red.

Then, when 9:25 arrived, the collective bidding in the two cities ended.

I saw that the Shanghai Index was at an increase of 88%, once again approaching the 3200 point mark; the Shenzhen Stock Exchange Index and the ChiNext Index opened 65% and 79% higher respectively. The three major indexes all opened significantly higher, and The A50 index opened higher, reaching more than 1%.

In addition to the high opening performance of the index.

Of the more than 2,000 stocks participating in transactions in the two cities, nearly 88% of the stocks opened red and opened high.

Among them, the performance of major popular main lines, popular industry sectors and concept sectors.

Yesterday, the major industry sectors of 'National Defense Industry', 'Film and Television Media', 'Internet Software', and 'Internet Applications', which led the decline, opened higher by more than 5%, and then the 'Securities' sector opened higher by 93%. Industry sectors such as building decoration, building materials, machinery and equipment, public transportation, and commercial real estate in the main field of infrastructure opened higher, basically the same as the Shanghai Stock Index.

Overall, this opening situation of the market.

Obviously, it still exceeded everyone's expectations before the market opened. At the same time, it also alleviated the anxiety of some investor groups who took over the market yesterday, so that this part of the financial group and chips would not be so eager at the beginning of the market or during the call auction stage. Stop the loss quickly to suppress the market trend.

"The Shanghai Stock Index has opened so much higher. Aren't you afraid that after the market opens, it will be hit by selling again?"

At 9:26, seeing the market opening higher across the board, and the Shanghai stock index opening higher than expected by nearly 1 point, Zhou Kan, in the main fund trading room of Zexi Investment Company in Shanghai, frowned and said with some worry: "This It also opened too high. Under the extreme plummeting trend yesterday, it opened so much higher today, I feel like it may not be able to stabilize!”

Hearing Zhou Kan's voice, Xu Xiang, who was sitting next to Zhou Kan, squinted his eyes, carefully looked at the fixed price of the two markets, and laughed: "The opening is slightly higher than expected. As for whether it can be stabilized... We won’t know until the market officially opens, but...from an analysis point of view, it shouldn’t be that pessimistic.”

"Boss, do you think the Shanghai Index can be stable in this high opening form?" Zhou Kan was slightly taken aback and asked.

Xu Xiang pondered for a moment and responded: "From the data of the Dragon and Tiger List disclosed after yesterday's trading, we can know that yesterday's intraday selling was mainly based on the profits accumulated in the previous two weeks, and The unwinding orders are concentrated in the range of 3,000 points to 3,300 points on the Shanghai Composite Index.

Yesterday, the main financial groups, especially the main financial groups of large institutions, did not reduce their positions much.

But you saw it too.

Yesterday, the entire market had a transaction volume of 760 billion, and the intraday trend was also very panicky.

Under such circumstances, it is actually very difficult for investors who are generally not very strong-willed and have more or less profitable chips in their hands to resist selling as long as they pay attention to changes in the market.

In other words, knowing that the main selling force is profit taking and unwinding.

In one day, the 760 billion amount of energy almost completely cleared the profits and settlements accumulated in the previous two weeks.

Now that this part of the key short-selling power that suppresses the market has been mostly cleared.

So, under the circumstances that the market's 'bull market' pattern has not changed significantly, the market news is not obviously negative, and the external market trend is also very positive.

Will the index still have strong downward momentum and power? No, not at all!

Therefore, today's major market indexes opened sharply higher under the influence of sentiment, which is in line with the market trend and the actual situation. It is also the concerted effort of all financial groups in the market, and it has corresponding supporting power.

Now that the market's downward momentum has been exhausted, it will be dominated by sentiment, positive news, driven by external market trends... and other positive factors.

The market opens higher and moves higher, fully repairing yesterday's trend, or reverse the trend.

It is natural and reasonable. "

"I understand!" Zhou Kan listened to Xu Xiang's in-depth analysis and insights on the market, thought about it for a moment, and finally understood it completely. He chuckled and said, "If we can open higher and go higher, we can deal with yesterday's extreme plunge. If the trend forms a strong recovery...that would naturally be the best. I am afraid that the capital group that took over yesterday will be eager to liquidate their positions under the worst losses, forming a new suppression on the market."

"No!" Xu Xiang said categorically, "Although the capital group accepted yesterday was temporarily trapped, the overall investment risk preference of the market is actually very high. The extent of the capital group being trapped is not deep, and today's early trading The overall bullish sentiment is picking up rapidly.

In this case, these capital groups will not easily close positions and stop losses quickly.

At the same time, driven by human nature, retail investors are often more likely to hold on to chips when they are losing money than when they are making money.

Therefore, the upward pressure on the market today will definitely not be greater than yesterday.

Rebound repair is also very promising. "

After saying that, Xu Xiang didn't wait for Zhou Kan to respond, and his sharp eyes were focused on the two markets again.

And as his eyes focused on the two markets again.

At this time, the market's trading time has also reached 9:30. After a brief five-minute suspension, the two cities once again ushered in the official continuous bidding trading period.