The investment era of rebirth

Chapter 435 The anticipated rebound!

I saw the entire collective bidding process.

In the end, the Shanghai Index opened at 2251.59 points, opening 0.62% higher, while the Shenzhen Stock Exchange Index and ChiNext Index opened higher by 0.45% and 0.59% respectively.

In addition to the index, the market's major main lines, industry sectors, concept sectors, and the performance of popular core stocks.

Although the indexes of the 'big financial' sectors, securities, insurance, and banking sectors have dropped a lot from the beginning of the call auction at 9:15, they still maintain the leading trend of the two cities, while the 'infrastructure'

, 'state-owned enterprise reform' and 'Internet finance', which were the main lines of drastic adjustments in the early stage, as well as their related industry sectors and concept sectors, also performed significantly better than the index, lagging only behind the leading financial sector.

The performance of other main lines such as 'consumption', 'medicine', 'military industry', 'non-ferrous metals', 'coal', and 'smartphone industry chain', as well as their related industry sectors and concept sectors, mostly follow the fluctuations of market indexes.

It shows a slightly higher opening, or a flat opening trend.

As for the popular core stocks that receive the most attention in the two cities.

Tickets such as 'Beixin Road and Bridge, Beijiang Communications Construction, Shanghai Sanmao, Kumho Group' which fell to the limit yesterday have also escaped from the quagmire of plummeting trends at this moment, showing a slightly lower opening trend, and the entire call auction of these tickets

The trends are all continuously upward, and the buying performance on the relevant market is also quite eye-catching.

Overall, the positive stimulus from the ‘Shanghai-Hong Kong Stock Connect’ released by regulators before the market opened.

The entire market temporarily broke free from the shackles of collective pessimism and ushered in a general rebound, which also made market investment sentiment slightly warmer.

"Is it difficult to make a retaliatory rebound? Hey... the requirements are not high. It would be very good if the Shanghai Stock Index rose by 2 points under the positive stimulation today."

Of course, if there are smart investors who keep an eye on the ‘military industry’ sector.

"Fortunately, there was good news before the market opened, otherwise I would have seen another brutal decline today."

"It's better to be cautiously optimistic."

At 9:39, affected by the decline in the banking sector, the sector index trends of securities and insurance, which are also core industry sectors in the 'big finance' field, also showed a decline.

As for the ‘military industry’ field, which performed quite well yesterday.

At 9:38, the banking sector index began to fall from its intraday high, with buying power significantly weakened.

"Even if the risk of the index continuing to plummet is not great, the downward trend is still scary!"

At 9:32, the early popular themes of 'infrastructure', 'state-owned enterprise reform', and 'Internet finance', related industry sectors, and concept sectors all launched a relatively rapid upward trend. Among them, the real estate sector rebounded across the board, and the sector index

The increase quickly exceeded 1%, and core popular component stocks such as Kumho Group, China Fortune Land Development, Gemdale Group, etc. that suffered sharp declines yesterday are all rising in the red at this moment, and the buying power is strong.

At 9:50, the two main lines of "infrastructure" and "state-owned enterprise reform", which have been severely oversold in the short term, continued to be hunted down by various funds on and off the market.

At 10:05, the market's main funds began to focus on the three main areas of "infrastructure", "state-owned enterprise reform" and "Internet finance" that were seriously oversold.

The core of market speculation has also quickly changed from 'finance' to 'oversold rebound'.

At 9:48, the index of the real estate industry sector in the fields of 'infrastructure' and 'state-owned enterprise reform' exceeded 1.5%, surpassing the previous securities sector and becoming the new leading industry sector in the two cities.

"In the market's downward trend and turbulent trend, it is easy to copy the left side halfway up the mountain, and the right side is easy to chase the top of the mountain. Let me say...at this stage, light positions are the most important."

"A one-point increase shouldn't be a problem, right?"

"Haha...it's rare to open higher than expected!"

"After falling so much, has it not bottomed out yet? I think the index should have almost reached the bottom after it has fallen here."

"Indeed, many stocks that fell violently yesterday did not panic sell in today's call auction. It looks like... they have fallen in place."

The market trading time has passed 9:30.

"I feel that our Big A is obviously more suitable for short-term speculation and short-term speculation. The so-called long-term investment is actually a fool's errand with big funds cutting leeks."

"I don't think so. If you look at popular stocks such as Beixin Road and Bridge, Beijiang Communications Construction, and Shanghai Sanmao, which have fallen severely, there is no panic selling today. And looking at the market prices of these stocks, it is obvious

…The bargain-hunting funds entered the market during the call auction stage.”

At 10:10, after the previous 40 minutes of formal trading.

I saw that the market conditions in the "big financial" sector, which were strong at the beginning of the session, became weaker and weaker.

"Yes, I think trading on the right side is much more reliable than trading on the left side. The risk of attacking on the left side is really too great."

After five minutes of short-lived emotional brewing, the trading market of the two cities just started to beat again. 'Big Finance' led the rise, as well as 'Infrastructure' and 'State-owned Enterprise Reform', which showed a relatively strong state during the collective bidding process.

Internet finance' and other early popular main areas have been attacked by a large amount of buying funds, and related industry sectors and concept sectors have experienced rapid growth.

During the intense discussion among many retail investors in the discussion area of ​​the trading platform.

At 9:31, the Shanghai Stock Index rose by more than 0.8%, and the securities and insurance industry sectors both rose by more than 1.3%. Among them, several core component stocks such as Western Securities, Founder Securities, and Xinhua Insurance rose rapidly, rising by more than 3

%, significantly outperforming the index.

"Yes, the key is that the main lines of the market and the trends of each stock are not consistent. It is possible that the index fluctuates slightly by one point, and many votes have to be adjusted by 10 points."

Faced with the positive opening trend of the market, during the short trading suspension period from 9:25 to 9:30, the comment area of ​​the stock trading platform where a large number of retail investors gathered finally received a lot of exciting and positive remarks.

"Today, with the two main themes of 'infrastructure' and 'state-owned enterprise reform', I feel that the collective bidding trend is quite good!"

The market time-sharing volume can stabilize, and at the same time, the differentiated performance of various industry sectors in the market and the market hierarchy are also reflected more clearly.

"I think whether it can be stable depends on 'big finance', right?"

"Unexpected, but reasonable!" Xu Xiang, who was beside Zhou Kan, sighed softly and responded, "Even if there is a direct positive stimulus, the market does not have that much funds and is willing to take over and promote it."

Big Finance’s line is gone.”

"Yeah, this opening is really beyond expectations, but it's just... it's opening so high, I'm afraid it won't be stable!"

At 9:37, suddenly, the buying volume in the banking sector began to weaken.

At 9:42, the differentiation of the main lines of the market became increasingly obvious.

Of course, when the market changes...

"Judging from the 40 minutes of trading at the beginning of the market, the rebound strength of these three main lines is indeed not weak." Xu Xiang stared at the trading market of the two cities and nodded slightly, "But to say that the adjustment is over, at the moment... say this

It is still a bit premature to say so. After all, market sentiment has not recovered and capacity is insufficient, so the rebound trend may not be sustainable.”

"Hey, 'big finance' is really not stable. It has become the only sector in today's market that has no profit-making effect." Seeing the performance of the market in the first 40 minutes, at this moment in the magic city, Zexi Investment Company, the fund

In the trading room, Zhou Kan couldn't help but sigh, "Unexpectedly, the three main lines of 'infrastructure', 'state-owned enterprise reform' and 'Internet finance' have once again taken the lead in the market, and thanks to the overall market situation of these three main lines

With the recovery, the whole market's 'oversold rebound' line seems to have been brought out."

"It's not all a scam. In fact, there are still a few long-term bull stocks in the market that are suitable for long-term investment."

"Whether the index has reached a staged bottom depends on the distribution of the market's core main line chip structure."

"Indeed, I hit the limit twice in a row. I hope there will be a retaliatory rebound to bring me back some blood."

At 9:41, with the overall volume of the market weakening, the market trends of the main lines of the market began to diverge. Among them, the 'big financial' line continued to fall, showing a trace of a trend of rising and falling due to insufficient capacity.

On the contrary, the majority of investors in the pre-market market are generally not optimistic about the major themes of 'infrastructure', 'state-owned enterprise reform', and 'Internet finance', which are somewhat oversold in the short term. They are still getting stronger and stronger, attracting all kinds of bargain hunters.

Speculative funds are pouring in rapidly. As for 'consumption', 'medicine', 'non-ferrous metals', 'coal', 'smartphone industry chain' and other main areas that follow the index fluctuations, they are also following the line of 'big finance' at this moment.

Showing weakness, it began to gradually lag behind the index's gains.

"There is no doubt that the high opening in the downward trend will definitely not be stable."

At 9:40, the overall buying volume in the market began to decline.

"A 2-point increase is not a high request, right?"

“If ‘Big Finance’ cannot hold on, if the Shanghai Stock Exchange Index can maintain a 1-point increase at the close of trading in the afternoon, it will be a victory.”

"If you ask me to say that it is useless to pay so much attention to small funds, just look for the opportunity and just use a shuttle."

At 9:45, the 'Big Finance' line recovered all the gains after the opening. At the same time, the main capital flows in several core industry sectors, such as banking, securities, insurance, etc., began to rise sharply from the opening.

Net inflow changes to net outflow.

And all of a sudden, a number of popular stocks on the main line of "infrastructure" and "state-owned enterprise reform" that had fallen very badly in the early stage, such as "Beixin Road and Bridge, Beijiang Communications Construction, Shanghai Construction Engineering, Kumho Group, Chongqing Development, China Fortune Land Development"

' and other stocks have also experienced violent rebounds and surges. Both their buying performance on the market and the net inflow of main funds have been greatly improved compared with yesterday and even in the previous period.

"Yes, yes, warehouse control, warehouse control..."

"There is no essential difference between the right side and the left side. If you should lose, you will still lose."

At 10:01, real estate, construction and decoration, building materials, and film and television media led the gains. Several major industry sectors in the main line of "big finance" retreated to the middle of all industry sectors in the entire market.

"At present, all the funds on the market that should be sold have been sold, right? It feels that all kinds of selling orders have been almost cleared, and the index should not continue to plummet in the following period."

"With the release of good news about the 'Shanghai-Hong Kong Stock Connect', there is a high probability that today will be the home court of 'Big Finance'."

"It is definitely impossible to reverse the package. It feels like the market has not bottomed out at this position."

"I hope that yesterday's decline can be reversed, so that there is a high probability that the market outlook will be promising. Otherwise, even if the index rebounds today, there is a high probability that it will fall back again in the future."

At 9:33, the Shanghai Stock Index rose by more than 1% and returned to above 2260 points.

At 9:55, the market conditions were completely concentrated in the area of ​​"oversold rebound". Instead, it was the "big financial" area that had major positive stimulus before the market opened. At this moment, it not only recovered all the gains that had surged after the official opening, but also returned to normal.

It lost a lot of the gains made when it opened higher, and all major funds in related industry sectors showed an outflow.

You should be able to find that the buying power of this main line is not weak.

The three popular themes of 'infrastructure', 'state-owned enterprise reform' and 'Internet finance', which were not favored by everyone before the market opened, have once again become the core of market development, focusing the attention of the entire market and various industries.

The direction of attack of the party’s main funds.

At 9:34, the securities sector's gain expanded to about 1.65%, continuing to lead the gains in both markets.

Zhou Kan nodded and continued: "The benefits of 'big finance' cannot rise and will be basically abolished in the short term. Instead, the three core main lines of 'infrastructure', 'state-owned enterprise reform' and 'Internet finance' will be different in the early stage."

After the main funds fled on a large scale, looking at the rebound trend of these three main lines today, the market pressure seems to have completely lightened, and there are signs that the adjustment has ended and the decline has stopped."

At 9:35, 'Internet Finance' restarted its upward trend. Huake Financial and Shanghai Steel Union all surged straight up, with an increase of more than 7%. Tonghuashun, Hengsheng Electronics, Oriental Fortune and other stocks also surged sharply and outperformed.

index.

In the first 40 minutes of trading today, it did not show any sustained market trends, and it was in a relatively weak industry sector in the market.

"Whether it can open higher and move higher, and whether it can form an effective rebound trend, I think... it still depends on the two main lines of 'infrastructure' and 'state-owned enterprise reform.'"

"Can 'Big Finance' make a move? I see today's trend. It's likely that it opened high and then went low again. 'Big Finance' opened so much higher, who will take over?"

"I also feel that the index is at this position, which is almost the bottom of the stage. The bad news about the IPO restart has been reflected by now, and it should be over, right?"

"I also think that there is a high probability that 'big finance' will not be stable."

At 9:36, the Shanghai Stock Index rose to an increase of 1.12%, setting a new intraday high. At the same time, market buying further spread. "Infrastructure", "State-owned Enterprise Reform", "Internet Finance" and other major early adjustments were relatively violent, resulting in short-term declines.

Larger mainline areas have also ushered in a rapid and violent rebound.

“Let’s take a look at the specific situation after the market opens, and then it’s not too late to make a move.”

"Only after you have stepped out, you will know that it is a long-term bull stock. If you have not stepped out, it is a junk stock. There are nearly 2,000 stocks in the market. The probability of betting on a long-term bull stock is really very small."

"But fortunately, this time the regulators have taken a lot of action, and their determination to protect the market has once again been demonstrated."

"This gives the market a good policy support signal."

"With this signal, when everyone expects that regulators will continue to introduce various benefits to offset the disadvantages of the IPO restart, it is not far from the reversal of the market's long and short trend. Generally speaking, at the current stage, the index continues to plummet.

The risks are limited, and the hope for an upward reversal, although not much, is still there."

After hearing Xu Xiang's analysis, Zhou Kan thought for a while and said: "In that case, then...should we also adjust our trading strategy and get some more cost-effective chips at this position?"

(End of chapter)