The investment era of rebirth

Chapter 442 A battle between top hot money players in the air!

"Hey, the trend of the 'military industry' sector seems to be obviously abnormal!" Xu Xiang was slightly surprised when he noticed the changes in the 'military industry' sector. "In the case of the overall shrinkage of the market, this line has been continuing.

The volume is high, and the trading situation is obviously more intense than other main lines of the market. Although the selling is heavy, the market is able to fully absorb it, which is really not easy!"

After hearing Xu Xiang's words, Zhou Kan also immediately looked at the 'military industry' sector in the market, which was undergoing intense trading.

I can only see this main line, and its related industry sectors and concept sector indexes. From the index trend alone, compared with the coal and non-ferrous fields that are already the core targets of the main funds in the active market, the growth rate is not outstanding, and it can only turn red.

But its volume performance is obviously much more intense than other main lines of the market.

In particular, the market performance of the core component stocks within the sectors such as Huaguo Heavy Industry, Huahang Mechanical and Electrical, Huahang Optoelectronics, Aviation Engine, Huaguo Great Wall, Aviation Technology, etc., all showed signs of continued heavy volume, and at the same time, the stock prices continued to sell off.

, there has also been a relatively unusual trend of rising instead of falling.

"It feels like this sector, compared to the entire market, does have a larger gap between long and short." After observing for a while, Zhou Kan responded, "There is heavy selling and heavy buying, which means there is some stagflation."

Xu Xiang said with a smile: "The reason for the heavy selling is that this line, stimulated by the positive news the day before, once led the market and absorbed a large amount of active speculation funds on the market. Moreover, after the market broke out briefly, this line did not continue to pick up.

This created a sustainable market speculation space, which resulted in a large number of active funds on the market. In the past two days, it continued on this line, and large-scale positions were stopped and left."

"So, it is understandable that this line has heavier selling power than the entire market."

"But the point is..."

Xu Xiang paused for a moment and continued: "What this line shows now is the volume of buying orders received by the market, which is completely beyond expectations."

"According to the overall market performance of the entire market, since the 'military industry' line has not produced a sustained profit-making effect and failed to stimulate the active main funds flowing into this area to relay speculation, then there is no profit in the speculation funds from various channels.

As shown in the figure, when the tide ebbs and exits on a large scale, the stock price should be weaker than the market and continue to decline.”

"On the market of many core component stocks in this line, it seems that there are no major buy orders. However, no matter how many major sell orders there are on the market, the stock price cannot be suppressed. What does this mean? What does it say about its market situation?

The ability to take over is far from as weak as it appears on the surface. There should be main funds lurking under the surface of the market to carry out continuous buying operations."

"And these two funds suddenly lost our trace and found that we no longer continued to buy."

"How do you know?" Li Meng asked again.

"I estimate that the funds following the market of these two stocks are not sure about the market trend of this line at present, and they are just following the trend to test positions."

The core of market speculation is that no matter how strong the main line expectations and logic are, the final landing point must be recognized by the majority of investors in the market.

Xu Xiang pondered for a moment and said: "Although there are many abnormal market performance conditions in this line, it is still unknown whether the market can eventually come out, and the funds we have observed on the market will be taken over in the future.

How to do it and whether it can lift the market trend of this line is currently unknown. So... there is a probability of the market trend of this line, but the certainty is not yet determined, so let’s establish a 15% position first!”

Similarly, without the continuous relay promotion of funds, it is naturally impossible for the market to occur.

"Whether it's the same fund or not," Li Meng said, "this shows that we have competitors. At least in the 'military industry' line, there should be major funds that agree with our ideas."

"Moreover..."

Su Yu replied: "Don't forget the current overall trend of the market. Before the market's downward adjustment trend reaches an inflection point, the logic of continued speculation in the 'military industry' line has been falsified by the market, and the majority of retail investors in the market have

When the group's following trend is obviously not high, this line will only be an unpopular main line in the market and will not be so hot. Naturally, there will not be so many active main funds in the market to pour into this valuation. The risk appetite is relatively high.

Stronger sector sector hype.”

Su Yu responded with a smile: "No need, just give up buying for now."

"Hey, the buying orders in the 'military industry' line today are obviously more aggressive than yesterday."

And as they buy in...

“As hesitation intensifies, he will probably weaken his buying intensity and continue to maintain his previous cautious attitude.”

"Such a large-scale intervention..."

"15% position!" Zhou Kan simply repeated, and then issued a buy order to the traders.

"At the same time, market speculation, risk appetite and other manifestations are still in the process of declining."

"There is no doubt that judging from the current performance of the market, the 'military industry' line is the high-probability direction that can carry bets."

Su Yu replied: "The styles are different. The following funds we found on the market yesterday should have the same ideas as ours, but today's funds are obviously much more profitable in terms of operating style. Of course... this

It is also a conclusion drawn from preliminary judgments on the market. Whether the funds are from the same stock cannot be proven in fact and can only be guessed."

At 11:21, inside Yuhang and Yuhang Investment Company, in the main fund trading room, Li Meng could not help but observe the sudden advance of the industry sector in the 'military industry' line, as well as the concentrated buying highlighted on the market of related core component stocks.

He frowned and said: "It feels like our trading strategy plan of continuing to get chips at low levels on this line and establishing sufficient positions in advance is going to go to waste!"

"After our three main funds temporarily gave up buying in this sector."

"The current chip structure of this line is still relatively chaotic."

Only then will there be continuous buying and relaying at various stages of market speculation, otherwise... it will be a castle in the air.

"According to you, today's trend in the 'military industry' sector is caused by ourselves?" Li Meng asked.

"The current situation..."

In Zhou Kan's opinion...

"In this way, we will get another opportunity to build a position at a low level."

"How do you say that?" Li Meng asked curiously.

"Abandon buying?" Li Meng was stunned and didn't understand at all.

"The transformation of the strength of some main lines in the market is not based on the increase or decrease, but on the strength of long and short undertakings and the degree of exchange of chips on the market."

While Li Meng was talking, Su Yu also noticed the change in this direction, and couldn't help but sigh softly, and said: "Hey... Under the current situation where the market's total turnover is only 100 billion, with funds of our size, we want to completely

It’s still too difficult to continue to gain chips on the board without anyone noticing!”

"Is that so?" Li Meng asked with obvious hesitation, "Then what should we do next? Continue to let it go and continue to build positions at our own pace, or... follow up and place orders and buy at market prices.

, and rush to raise funds simultaneously with these two stocks?”

As for the main line of "military industry", the market can't help but change again as the midday session approaches.

"The more we keep pace with them, the more motivated they will be, and the more intense the competition will be."

"In a dynamic market, we cannot accurately predict the subsequent core market trend."

"Not necessarily?" Li Meng was a little confused.

"I hope so!" Zhou Kan saw that Xu Xiang was paying attention, so he stopped talking and asked, "How many chips does Mr. Xu plan to build a position on this line?"

"Then the initial hesitation in their hearts will continue to worsen, thus restricting their ideas for building a position and making them afraid to proceed at all."

"What if more funds flow in while we temporarily give up buying?" Li Meng said, "Then we will lose the initiative to build positions at low cost, and the positions will be insufficient by then.

After losing the initiative, we can only passively pursue high prices and continue to raise funds.”

"Okay!" Li Meng asked all the doubts in his heart. Seeing that Su Yu was determined in his heart and had a confident expression on his face, he couldn't help but nodded. Then he turned around and issued the latest orders to the three groups of fund traders behind him.

Trading instructions and related trading strategies.

Seeing the confusion in Zhou Kan's eyes, Xu Xiang responded with a smile: "Expectations and logic are not static. The market is completely dynamic. The previous active funds in the market and the failure of speculation on this line cannot determine the subsequent

Hype the market trend, at least... Judging from the current market performance, the 'military industry' line, regardless of the chip structure, the market's ability to undertake, or the changes in news and policies, are relatively benign."

"No matter which angle or direction you analyze it from, the plan of this fund is by no means simple."

If there is no continuous profit-making market, then the stock chips in this line will not be scarce, and naturally there will be no continuous follow-up and relay support from various funds.

Su Yu nodded slightly and said: "That's about it. It's obvious that this stock, which is approaching noon and is focused on raising funds in the 'military industry' industry sector, is coming towards us."

"There is a high probability that the market trend of this line will have a significant decline."

"If it should be weak, it is strong. If it should be strong, it is weak."

No one believes that the ‘military industry’ sector, which has a high valuation, can continue to make money beyond expectations.

"It is difficult for the line of 'military industry' to be widely recognized by the main funds active in the market so quickly. Judging from the market trend and the market trading situation of each core component stock, whether it was yesterday or today, these two stocks

The main funds that obviously had an impact on the market discovered the traces of our position opening and followed the trend."

"So, this is not a competitor at all."

Su Yu thought for a moment and responded: "Probably not."

Su Yu nodded and continued: "In terms of the latest news in the current market, there are no unusual changes in the 'military industry' line. Its expectations and logic remain relatively consistent with before. In other words,

The previous hype in the 'military industry' line has been debunked by the market."

Su Yu smiled and continued: "Look at the stocks in the 'military industry' field that have suddenly exploded in buying orders. Do most of them coincide with our target stocks for building positions? This is the final step that the other party decisively takes after finding our traces.

Conspicuous traces, for smart market participation funds, it is still very difficult to completely hide some of our actions."

Su Yu explained with a smile: "Yes, I have temporarily given up buying. Since these two funds have followed the trend, they have no independent opinions and ideas for building positions. In other words, they are also hesitant about the 'military industry'

The stronger the trend of the line, the more it can enhance their confidence, thus supporting them to continue to increase their positions and buy on this line."

"In fact, this can also be seen from the current significantly heavier selling pressure in the 'military industry' sector compared to the entire market."

Xu Xiang thought for a while and continued: "Since in the 'military industry' line, core component stocks such as Huaguo Heavy Industry, Huahang Mechanical and Electrical, Huahang Optoelectronics, Aviation Power, Huaguo Great Wall, Aviation Technology... etc. are on the market.

, there have been certain changes, which shows that the amount of funds currently involved in the 'military industry' field is of great significance, and it is by no means an ordinary hot money or institutional investment fund active in the market."

"As for the 'military industry' line, the trend is still very weak."

"It can be expected..."

"But it can still be done by placing your bet in the direction with the highest probability."

"Not necessarily!" Su Yu responded in a deep voice with sharp eyes.

"In this way, before the overall market trend and the market's long-short sentiment reach a turning point, we can't wait to build a large-scale position in this area."

Stimulated by the good news the day before yesterday, the 'military industry' sector rose straight up and strengthened rapidly, leading the day's market gains. However, it did not open up a sustained market hype effect and continued room for making money. That is some important things related to this line.

The expected logic is not generally recognized by the majority of investors in the market.

Because only the majority of investors in the market agree with these expectations and logic.

"Is the fund that was concentrated on buying this stock at midday the same fund that we found on the market yesterday?" Li Meng thought for a while and asked again.

I saw that the entire 'military industry' industry sector index continued to climb upward with time-sharing trading volume continuing to expand. The increase exceeded 0.7%, ranking among the top three in the industry sector growth lists in the two cities. Among them, such as Huaguo Heavy Industry

, China Airlines Electromechanical, China Airlines Optoelectronics, Aviation Power, Great Wall of China, Aviation Technology... a number of core component stocks with changes have ushered in a wave of relatively concentrated buying, and the stock prices have surged upward.

Therefore, the front foot of the 'military industry' sector was falsified by the market, and it did not have the logic of continuous speculation. The main active funds that had intervened in the early stage were retreating on a large scale on this line, and they were all closing their positions to stop losses. Xu Xiang suddenly told him,

The 'military industry' line is the core line with the strongest performance in the current market, which made him obviously not understandable for a while.

"But if we temporarily give up buying, the 'military industry' sector will lose our capital capacity to undertake it. Regardless of the volume, performance, or trend strength, it should go to the next level."

"Since the other party dares to place such a large bet on this field in advance, it must be holding on to it. Let's follow suit. The risk is not great."

"Mr. Xu said... the 'military industry' line is actually the core line with the greatest potential for sustained market outbreaks and the strongest market trend in the current market?" Zhou Kan said with some surprise, "But before, the market was

Many active main funds have speculated, and there has been no splash at all. Even though the current news on this line is somewhat positive and potentially positive, in the context of the overall market investment risk gradually decreasing, that is, the market investment sentiment

, while still gradually becoming cautious, the 'military industry' line has inherent flaws in its logic and is difficult to hype!"

"But if you look at the market trend of this line now, it's not like this at all."

As her order was issued, a group of traders strictly implemented the trading strategy.

At 11:25, just before the midday closing, there were only five minutes left. The 'military industry' industry sector, which had been experiencing frequent changes, and which had impacted the top three gainers in the two cities, and its concept sector, instantly became discouraged.

Like a rubber ball, it lost its support, quickly pulled up, and then quickly retraced its downward trend.

Finally, at 11:30, the closing time at noon.

The increase in the 'Military Industry' industry sector index retreated to 0.43%, slipping from the third position in the two cities' industry sector growth lists to the sixth position, basically the same as the Shanghai Stock Index's increase.

(End of chapter)