The investment era of rebirth

We saw the state of the two cities at the beginning of the call auction.

In particular, I saw the hot securities sector, with almost all stocks opening at the daily limit.

Inside and outside the market, hundreds of millions of investor groups, whether they are major institutions, large hot money investors, or retail investors, are all extremely shocked.

Everyone thought that the market would open sharply higher, but they never imagined that it would open so high.

"Holy shit, the whole 'big financial' main line sector is completely crazy, right?" At 9:16, inside Yuhang and Yuhang Investment Company, in the main fund trading room, Wang Can, who had been observing the changes in the market, was shocked.

It’s completely unbelievable, “Isn’t it the expected good news? Why is there a collective limit increase? Has the market developed to such a crazy point? The Shanghai Stock Exchange Index is going straight to 4,000 points in one breath!”

With Wang Can's exclamation...

Zhao Lijun, who was sitting next to him, stared at the opening scene of the two markets, and was inevitably a little shocked in his heart. He said: "This opening scene, even if it is just the scene at the initial opening moment, is far beyond expectations. It is simply crazy. The securities sector is in

At this height, can we still hit the daily limit?”

"It is obviously impossible for the securities sector to maintain the daily limit trend, right?" Zhu Tianyang took over and said, "In the past month, if we want to say which main line in the market has accumulated the most short- and medium-term profit orders, there is no doubt that it is

In the securities sector, this round of central bank interest rate cuts and reserve requirement ratio cuts have been reported several times before, and most of the domestic institutional groups have expectations. To be precise, the benefits of the central bank's interest rate cuts and reserve requirement ratio cuts this time are not at all significant.

Not more than expected.

In this way, the market dares to open sharply higher today.

In particular, the core sectors of "big finance", including securities, banking, insurance, and Internet finance, which have been somewhat expected to be fulfilled, will open significantly higher as long as they dare.

Then, I believe that the serious accumulation of short- and medium-term profit-taking funds within it will definitely take profits quickly.

Therefore, there is a high probability that as the call auction time enters after 9:20, the popularity of the main line of ‘Big Finance’ will drop rapidly.”

"But...it doesn't look like false bidding." Wang Can said, "It feels like the orders chasing securities stocks are all real orders."

Liu Yuan turned around at this time and answered the words: "Whether it is a real order or a false order, it cannot change the central bank's interest rate cut. After the news of the RRR cut is announced, the market will see good news and the expected situation of good news being exhausted cannot be changed."

We continue to adopt a trading strategy of significantly reducing positions and taking profits."

"Hey, it's better not to place false orders." At this time, Zhang Guobing also responded, "The more we open higher, the more conducive it is for us to reduce our positions and take profits. The current bullish sentiment in the market is stronger. Then after the market opens,

The capital liquidity that can be created in the core main lines of 'big finance', 'big infrastructure', 'military industry' and 'film and television media' will be stronger. Naturally, when we reduce our positions, we will be more calm.

.

Also, what Manager Liu just said was right.

The most core thing in stock trading is expectation.

The current moment, when the central bank cuts interest rates and the news of the RRR cut comes to light, is actually the moment when market sentiment is strongest and the moment when expectations are fulfilled.

Analyzing further, after the news of the central bank cutting interest rates and reserve requirement ratios came to light.

Is there any greater benefit than this in the short term for the market? For the time being... there seems to be no expectation or trace of news in this regard, right?

If this is the case, it means that from now on, there will be a period of time in the future.

Market expectations must show a gradual process from high to low, which means that after the market expectations reach the current peak in the short and medium term, they will inevitably decline subsequently.

Since expectations are bound to decline, the stock price, which is mainly supported by expectations, will naturally not fare much better.

So, taking advantage of the current good market conditions and high liquidity, I think we have to further accelerate the pace of reducing positions and taking profits, complete the strategic plan of reducing positions and taking profits as soon as possible, and reduce the positions of our fund products to the level specified by Mr. Su some time ago.

position."

"Well, Guobing's analysis makes sense." After listening to the discussion of several people, Li Meng, who had been staring at the two markets without speaking, smiled and said, "As expectations are fulfilled and market liquidity increases, the more

It is beneficial to us. It should be said that today is the best trading window period for us to reduce our positions and take profits. Of course, at this time, although it is the best window period for us to reduce our positions and take profits, we must increase our speed of reducing our positions and taking profits.

We still have to be careful to avoid the data on the dragon and tiger rankings of the two cities. After all, once we expose our motivation to reduce positions and take profits at this time, strong follow-up orders will instantly affect the implementation of our trading strategy."

"Okay." Everyone nodded and ordered the traders behind them to follow the instructions.

And in the discussion room between a few people...

At this time, the market's call auction trading time has already entered 9:20.

We can only see the changes in the transaction orders that were matched at the beginning of the call auction, as well as the impact of many false pending orders that were quickly canceled before 9:20.

The real collective bidding situation finally presented by the market did not fall much lower than at 9:15.

Among the main areas of "big finance", the securities sector and the Internet finance sector still maintained an increase of 8%, which was close to the daily limit, while the banking and securities sectors also opened higher at an increase of around 5%.

As for the industry sectors in the two popular main areas of "big infrastructure" and "military industry".

The two major industry sectors of construction decoration and building materials opened higher by about 3%; the major industry sectors of machinery and equipment, commercial real estate development, steel, public transportation, and non-public transportation also opened higher by more than 2%.

The 'National Defense Industry' industry sector also opened higher at a 3% increase.

As for other related industry sectors and concept sectors in the main line fields such as 'big consumption', 'non-ferrous cycle', 'petrochemical industry', 'pharmaceutical business' and so on.

Most of them opened higher with an increase of 0.5% to 1.5%.

In general, although the market situation of the two cities presented at this moment is slightly lower than the market situation of the two cities at 9:15, it is still an obvious trend of opening significantly higher, and the two cities are united.

The industry sector and the concept sector, stimulated by the major benefits of interest rate cuts and reserve requirement ratio cuts by central enterprises, have maintained a state of no decline since the call auction in the two cities at 9:15.

"Boss, this opening call auction situation is a bit too crazy." At 9:22, after the two cities entered a call auction state with truly irrevocable orders, in the main fund trading room of Zexi Investment Company in Shanghai, Shanghai,

Zhou Kan, who had been keeping an eye on the market, still couldn't hide his shock. He said with emotion, "Our fund products have already reduced a lot of positions. Unexpectedly... now the net value has reached a new high."

If the market really follows this collective bidding pattern, it will reach the moment when it officially opens.

Then the net value of their company's main fund products is expected to rise even higher.

Xu Xiang heard Zhou Kan's emotion, and a very surprised look appeared on his face regarding the current market's entire collective bidding trend and the sharply higher opening.

He also didn't expect a benefit that could be said to be almost within expectations.

It can actually cause such a big impact on the market that is already at a high level in the short and medium term, driving the market to open higher by this range.

This shows that the potential long power outside the market is still very strong.

It also shows that if there is a large accumulation of short- and medium-term profit orders in the market, as well as a large number of unwinding orders in the past two months, as well as a large number of loosened hold orders, we can obtain profits in the next period of time.

Thorough cleaning, or relatively clean.

Then, after the market's internal chip structure has stabilized again.

It will definitely be possible to travel lightly and achieve a more beautiful and powerful bull market.

Of course, this is the trend in his ideal state.

Put it in perspective...

He believes that under this major positive trend, no matter how much the market opens higher, it will not be able to restore the result of the loosening of the market chip structure and the realization of profit-taking benefits.

"Although the market opened higher than expected," Xu Xiang said, "however, the actual chip structure of the market has not changed. Moreover, the implementation of major and positive news will actually cause subsequent market expectations to fall, giving the market upward momentum.

This has caused heavier pressure. Therefore, our strategy of continuing to reduce positions and take profits remains unchanged. We cannot be blinded by the hot current market conditions and get caught up in the prosperity of this performance."

"Yeah!" Zhou Kan nodded and responded, "That's true."

Xu Xiang paused and then said: "However, opening so much higher has stimulated the market's long sentiment to the maximum extent, attracting to the maximum extent those potential investors who were short before, or who wanted to increase their positions but did not.

It’s also good that long funds provide the market with higher liquidity, which makes it easier for us to reduce positions and take profits more calmly.”

With the sound of his voice...

The market trading time, unknowingly, has reached 9:25, and the call auction in the two cities has ended.

All I saw was a collective bidding process lasting ten minutes.

In the end, the Shanghai Index was set at a 1.95% increase position, opening nearly 2 points higher. At the same time, it directly crossed the 3800 point mark, and it has the momentum to directly hit 4000 points. Others... Shenzhen Index, GEM Index, Small and Medium Enterprises Index

The index also opened significantly higher than the 1% increase.

As for the A50 index, which is most closely related to 'big finance' and most of its constituent stocks are big financial weight stocks, it opened directly higher at a 2.23% increase, once again forming a large upward gap, showing

A very strong market pattern emerged.

In addition to the opening performance of the market's major core indexes...

There are many popular main lines, many industry sectors, concept sectors, and even the performance of core weight stocks and popular concept stocks in the two cities.

I only see the main line of ‘big finance’, as the direct beneficiary of the central bank’s interest rate cuts and reserve requirement ratio cuts.

Naturally, it opened sharply higher across the board, leading the entire market.

Among them, the securities sector index opened higher at 7.68%, and more than 6 stocks of all securities stocks exceeded the daily limit.

The opening increase of the Internet financial sector index was similar to that of the securities sector.

Among them, three stocks, 'Great Wisdom', 'Flush' and 'Oriental Fortune', all opened with a single-digit daily limit.

Behind the main line of ‘big finance’.

In the main areas of 'big infrastructure' and 'military industry', at the last minute before the collective bidding ended, the 'commercial real estate development' sector suddenly surged higher, squeezing into the two sectors after the securities, banking, and insurance sectors.

Ranked fourth on the city's growth list, it is at the forefront of the growth lists of the main industry sectors of "big infrastructure" and "military industry".

As for other non-popular main line related industry sectors and concept sectors.

The higher opening range is basically similar to the increase of the corresponding market index.

In terms of the performance of popular weighted stocks and popular concept stocks, ‘Huaxin Securities’ opened with a surge of 7.11%, while ‘Huaxin Securities, Harbin Investment Capital, and Western Securities’ several popular securities sectors were all at their daily limit.

It’s the ‘sub-new stocks’ sector.

Due to the impact of the flat opening performance of the two big monster stocks "Blue Stone Heavy Equipment and Huake Dawn", the entire "sub-new stock" industry sector has actually become a weak sector with a relatively lagging increase in the two cities' high opening.

But even if there are local weaknesses.

Overall, the opening performances of the two cities clearly exceeded the expectations of market investors.

Moreover, there is an overall rising trend. At the moment when the call auction ends, there are nearly 1,700 stocks in the two cities, maintaining the trend of rising red prices.

It can be said that the money-making effect of the market reached its climax at the very beginning.

Faced with such opening scenes of the two cities, the mood of the broad investor groups, both inside and outside the market, was not only excited but also frenzied.

This chapter is not over yet, please click on the next page to continue reading! "Holy shit, shit, the market is going to go crazy today."

At 9:26, among the retail investors gathered in the stock discussion area of ​​the trading platform, many people shouted excitedly.

"Just jump high and jump high. It's too strong and it will definitely go crazy."

"I feel that in anticipation of the Shanghai Stock Index hitting 4,000 points, we don't have to wait until the end of the month. Today... maybe we can directly see the Shanghai Stock Index hitting 4,000 points."

"I feel this strongly too."

"Oh my God, the securities are going to collectively rise to the limit. For the check of 'Huaxin Securities', 550 million yuan was directly sold through collective bidding."

“I feel like there will be a huge amount of trading volume in the market today.”

"Both the quantity and price have gone up, haha... no problem."

"Add positions, increase positions... At this time, I really want to have unlimited funds."

"There is really gold everywhere, but it's a pity that the position is full and the conditions for on-site financing cannot be met."

"Hey, I just sold the securities and stocks last Friday. I regret it so much. Do I want to get them back now? The feeling of being short is really uncomfortable."

"Catch me back, I have to chase you back, otherwise it will be even more uncomfortable if I chase you back later."

"I have a deep understanding. Who said that the market needs to be adjusted? It made me sell a lot of chips. Damn it..."

"Haha, I'm full of securities stocks. This time, it's really exciting."

"This opening is really explosive. Just watch it. In 10 minutes, the securities sector will inevitably hit the daily limit collectively. We are optimistic that the securities sector will continue to double in December."

"'Big Finance' is really strong, I feel doubling it is the minimum."

"Damn, I'm going to raise money to continue buying stocks. The market is so high. I'm really jealous."

"Haha, in this stage of the stock market, making money is as easy as eating and drinking. It really proves the saying that in a bull market, you will make money if you buy it."

Everyone was extremely heated, and in the midst of intense exchanges...

In the blink of an eye, the 5-minute suspension time passed by.

In countless pairs of eyes full of expectation, 9:30 arrived, and the two cities ushered in the official continuous bidding transaction.

When the stagnant market began to trade again and the extreme bullish sentiment fermented, in just a moment, the securities, banking, insurance, and Internet financial sectors that were already in a state of skyrocketing surged again, especially the securities and Internet financial sectors.

The internal component stocks formed a crazy daily limit trend at the moment the market officially opened, attracting countless funds and countless investors to follow the trend.