The investment era of rebirth

"Next Monday?" Zhou Kan was stunned, "Isn't next Monday good for the Shanghai-Hong Kong Stock Connect? And today is Friday, after today's market closes, and during the weekend, there may be other good news.

I remember didn’t the boss say that before?

In the 'bull market' phase, time is often on the side of the long investors in the market.

As long as the market's investment and speculation risk preferences are increasing, as long as the market's money-making effect is still in a hot and strong stage, and OTC capital groups are still pouring into the market.

So, even during the suspension period, there is no obvious good news in the market news.

And with the desire of investors brought about by the money-making effect of the market itself, the overall emotional response of the market should also continue to change in the long direction.

According to this logic of thinking...

As long as today's market conditions are not bad, the entire market can still maintain a relatively good continuous profit-making effect.

So, the market performance next Monday should not be bad, why... the boss actually said that today's market conditions will most likely not be bad, and we should really worry about next Monday?"

Xu Xiang stared at the market of the two cities with bright eyes. Hearing Zhou Kan's question, he smiled and said: "I said this before, but the specific situation still needs to be analyzed in detail. Everyone knows that next Monday,

November 17th is the day when the Shanghai-Hong Kong Stock Connect is launched, and it is also the day when A50 Index Futures and China Securities 500 Index Futures are officially listed for trading. So...according to the logic of market reaction to expectations, everyone knows the expectations.

It’s good, is it still good?”

Hearing Xu Xiang's words, Zhou Kan suddenly had a flash of inspiration in his mind, understood, and responded: "Since it is a benefit that everyone knows, once this benefit really comes into effect, it will become 'all the benefits come out'"

It’s bad.”

"Yes!" Xu Xiang nodded, "Whether it is the main line market, concept market, or individual stock market performance, what is speculated is always expectations, not the realization of expectations. When expectations are realized, it means that the stock price often drops.

It’s over, it’s time to take profit.

Therefore, the Shanghai Stock Exchange Index has been rising continuously due to short selling in the past two days.

Moreover, the overall volume performance and the performance of the two financing balances are getting stronger and stronger.

Obviously, this is the overdraft of these major positive expectations on Monday, and the expected positive benefits have been exhausted in advance.

Under such a trend, once these major expected benefits materialize, the market will not have the support of subsequent positive expectations, and the upward pressure it will face will quickly increase.

That's why I said that the market situation next Monday may not be optimistic.

Of course, before that.

Before the positive expectations are realized, whether it is the group of funds buying the bottom on Tuesday or the group of funds that have followed up in the past two days and are rushing to take advantage of the positive expectations of the launch of the "Shanghai-Hong Kong Stock Connect" next Monday, there is a high probability that they will not reduce their positions and take profits in advance.

Yes, after all, with sufficient 'bull market' expectations, before the good news materializes, the new investor groups rushing in for the good news, as well as incremental funds, can still continue to drive the market and promote the core mainline market.

With these strong incremental capital groups following the trend, it will be beneficial to the market before the launch, and it will not be so easy to be hit by profit taking."

"It seems that today is only suitable for holding and reducing positions, not increasing positions." Zhou Kan said, "According to the logic of the boss's analysis... Do we need to reduce some positions and withdraw some profits at today's intraday high?

What about the short-term chips that were bought at the bottom and increased positions in the past two days, and how about the profit-taking part?"

"Yes, yes." Xu Xiang said, "Let's see how the intraday trends of popular core concept stocks are after the official opening. If there is obvious stagflation or there is a big difference between long and short on the market, you can try to sell some chips and wait until

After the subsequent corresponding stock price retracement, the chips will be taken back.

However, for small position trading, just do T.

Our two main funds focus on holding positions in securities and the core weight stock chips in the Internet financial sector, so don’t move them.

Although I judge that the market situation on Monday is not optimistic.

There is a high probability that there will be a market trend in which "all the good news turns out to be bad news".

However, in terms of medium and long-term thinking, the "bull market" pattern and "bull market" logic of the entire market are still continuing to ferment in depth.

That is to say, the mid- to long-term trend of the market is still firmly upward.

In this way, we must remain firm in our mid- to long-term position thinking, and we cannot rush out of positions on a large scale just because we are greedy for short-term profits, and lose the core chips that have a great cost advantage."

"Okay!" Zhou Kan nodded and said, "Don't worry, boss, I understand this!"

Regarding position strategies and trading strategies, he still knows very well which positions should be moved and which positions should not be moved.

And with the brief exchange and analysis between the two.

At this time, the market's trading time has reached 9:25, and the collective bidding in the two cities has officially ended.

I saw a full ten minutes of collective bidding.

The market situation that was finally presented to the eyes of investors both inside and outside the market, compared with the time at 9:15, obviously fell back a lot.

Take a closer look...

The Shanghai Stock Index opened higher by 0.51% and settled at 3341.14 points.

The Shenzhen Stock Exchange Index and ChiNext Index opened higher by 0.46% and 0.41% respectively, while the Small and Medium Enterprises Index, which rose nearly 4% yesterday, only opened higher by 0.35%. On the contrary, the A50, which performed worse than several major core indexes yesterday,

The index opened higher at 0.61% at this moment, significantly stronger than the Shanghai Composite Index.

Except for the major indexes that opened higher.

Performance aspects of the core main lines of the market, popular industry sectors, and popular concept sectors.

I saw that 'securities, Internet finance, military industry, film and television media, sub-new stocks, Shanghai Free Trade Zone, central and state-owned enterprise reform and reorganization' and other main line industry sectors and concept sectors that performed strongly yesterday still led the two-point gain in the opening performance.

market, and carries the power of the main active capital groups to follow suit during the collective bidding stage of the market.

This chapter is not over yet, please click on the next page to continue reading! Among them, the performance of core popular stocks in these main areas and leading concept stocks.

I saw that 'Huake Shuguang', the most popular stock in the two cities, still maintained the opening trend of the one-line daily limit, and during the entire collective bidding stage, a total of only more than 1 million funds were traded, and it still maintained an unlimited daily limit.

, there is no sign of a heavy volume break at all.

This illustrates the internal holdings of this check.

That is to say, the lucky investors who won the lottery are still in a state of obvious reluctance to sell the chips of this check.

Of course, everyone is so reluctant to sell that this stock has exceeded the expected 16-digit daily limit in a row. The institutions that continue to grab funds at the daily limit must be indispensable.

In addition to ‘Huake Shuguang’, the check ‘Flush’ is the second most popular in the market.

The opening increase was fixed at 4.11%. Compared with its daily limit-opening trend at 9:15, it must have dropped significantly. However, compared with the general pre-market expectations of investors who paid attention to this check, this check can continue to rise.

Opening more than 4 points is considered to be beyond everyone's expectations.

And this check is written 4 points higher.

Compared with yesterday, the trading volume of the entire collective bidding stage showed no obvious signs of enlargement.

This shows that the internal position holders of this check, in this position, are still relatively reluctant to sell the stock chips of this check. Even if they make a large profit, not many people will reduce their positions in a large amount to take profits.

The third most popular item in the market is the "Chengfei Integration" check.

This check has been on a downward trend for two consecutive days, and now, at this moment, it opened slightly lower at 1.23%.

Although according to this opening form.

This check has basically escaped the fate of continuous falling limits.

However, its internal selling pressure has not eased, and this continued weaker performance than the market also shows that this check, near this position, has a high probability of not falling through. If the market is slightly weaker in the future, it should

We cannot rule out the possibility that this check will continue to plummet.

Ranking fourth in market popularity is the check of ‘Western Securities’ in the securities sector.

Yesterday, 'Western Securities' broke out of the intraday daily limit trend of 13 points. Today, with the 'remaining power' of yesterday's daily limit, it also opened significantly higher. Its stock price was fixed at an increase of 2.56%, and it is still in the opening form.

Leading the gains in securities stocks.

And this check is included in the entire collective bidding trend.

The overall trading volume, compared with yesterday and even the day before yesterday, still showed no sign of obvious increase.

This shows that the investors who intervened in this stock yesterday, or even intervened in this stock in the early stage, and currently still hold chips in this stock, have more expectations and expectations for this check, so there is no limit to quantity and energy.

Further magnification revealed the same reluctance to sell.

The fifth most popular item in the market is the ‘Blue Stone Reload’ check that hit 23 consecutive daily limits in the early stage.

This check also achieved a high opening situation today.

Just comparing the checks of 'Huake Shuguang, Flush, and Western Securities', the higher opening range of 'Blue Stone Heavy Equipment' is a little bit unsatisfactory. It only opened higher by 1.12%, and in the entire call auction performance, its market price

The selling pressure is greater, and the difference between long and short is obviously more obvious than that of the other three popular leading stocks.

The sixth most popular stock in the market is the "Shanghai Sanmao" stock, which has exceeded three daily limits in a row and is part of the core concept of the "Shanghai Free Trade Zone".

After achieving three consecutive daily limits, this check still performed very strongly at the opening today.

It opened significantly higher at 6.11%.

However, although this check was opened at a large margin, the transaction volume during the entire collective bidding stage was also relatively large. There was less than 2.5 billion in circulation, and more than 70 million yuan was traded in just 10 minutes of collective bidding. This shows that in the collective bidding stage,

At this stock price position, the long-short divergence on the market has expanded rapidly.

It also shows that if you want to seal the check today, the pressure should not be as high as usual.

Either the differences turn into agreement, or they are directly killed by short-term profit taking.

The seventh most popular item in the market is the check of ‘China Airlines Heavy Machinery’ in the ‘military industry’ sector.

This check has also gone out of the three-consecutive daily limit trend in the previous three trading days. However, the opening increase of this check today is obviously not as good as the "Shanghai Sanmao" check. It only opened higher by 3.47%, and the entire collection

The trading volume during the bidding stage also shows signs of expansion.

This shows that there are active capital groups on the market and a large number of short-term capital groups.

The logical recognition of this check and the intensity of following the trend are not as good as the "Shanghai Sanmao" check.

The three stocks ranked eighth, ninth, and tenth in the market are ‘Huajin Capital, Oriental Fortune, and Hengsheng Electronics’ respectively.

The trading volume of these three stocks all exceeds tens of billions, and due to the suppression of large trading volume, although the market is very popular, the high opening range is still significantly weaker than that of other popular stocks.

‘Hua Investment Capital’ opened higher at 1.06%, slightly exceeding the higher opening range of the securities sector index.

'Oriental Fortune' opened higher at 0.96%, and the trend of 'Flush' has once again widened the gap with similar stocks. However, the gap in market value between the two stocks is still close to double.

'Hengsheng Electronics' opened higher at 0.83%, slightly stronger than the Shanghai Stock Index. The long-short differences on the market are more obvious. At the same time, the stock price elasticity and selling pressure are also more obvious compared with other popular stocks. Overall,

The movement of this check is not as smooth as other popular stocks.

In addition to these ten popular stocks that have attracted much attention from market investors.

Other stocks that rank relatively low in popularity, such as China Railway, Huaguo Railway Construction, Shanghai Steel Union, Shanghai Construction Engineering, Huaxin Securities, Jinzheng Shares, Ciwen Media, LeTV, Huayi Brothers, Huace

Film and Television, Yinjie Technology, Huaguo Software, Inspur Information, Internet Speed ​​Technology, Leiman Optoelectronics...' and other popular stocks.

As far as the opening pattern is concerned, 90% also achieved a high opening.

However, the range of higher openings was below the 1.5% increase, and there was no obvious gap.

"The Shanghai Stock Exchange Index has opened at a new high for the year, but how do I feel that the support of this tiny gap is not so solid?" At 9:26, inside Yuhang, Yuhang Investment Company, the main fund trading room, fund trading

Team leader Wang Can stared at the frozen market of the two markets for a moment, briefly sorted out the opening market patterns of each main line, couldn't help but sigh, and asked Zhao Lijun next to him, "Old Zhao, do you feel this way?

?I always feel that... with this form, after the market officially opens, the index will have to go back down to kill it!"

Zhao Lijun glanced at him sideways and responded with a smile: "The market has not opened much higher. It is possible to step back to cover this tiny gap. If you kill the market... it should be impossible. After all, it happened yesterday."

We have gone through a wave and washed away a lot of profit-making orders. Although the market surged yesterday, the accumulated profit-making chips were not many and should not be able to exert too much pressure on the overall market situation.

Also...

There are good news waiting for the launch of the Shanghai-Hong Kong Stock Connect next Monday, as well as the official listing and trading of A50 Index and China Securities 500 Index futures. There are also good market macro news waiting for the weekend. At this time point today,

The market simply has no motivation to sell lower.

There are a lot of funds holding positions on the market, as well as a group of investors who came in yesterday.

Before so many positive expectations are realized, there is a high probability that the selling will not be concentrated easily.

Therefore, I think there is no need to worry too much. Your so-called feeling... I am not saying that, it is a bit redundant if it is true. Don’t forget, the market is a ‘bull market’!

Since it is a 'bull market', it is supported by relatively clear expected positive outcomes.

Short funds cannot make big waves." If you like "Rebirth of the Investment Era", please bookmark it: (www.sodu777.net) "Rebirth of the Investment Era" search and reading novel network has the fastest update speed on the entire Internet.