Rebirth of the Investment Era.

Chapter 655 A comprehensive change in the macro-capital aspect!

According to the information released by the central bank.

The central bank will increase the open operation of the market, further increase the currency liquidity in the market, and provide stronger impetus for the recovery of the macro economy.

Between the lines in the news, there is no shortage of possibilities for future interest rate cuts and RRR cuts.

Of course, this news, the biggest boost to the sentiment and confidence of the market is not the news itself, but behind the news, the central bank’s monetary policy has shifted, and the monetary policy has changed from tightening to loosening.

The so-called expectations are more important than the news itself.

As long as the central bank reveals this expectation, it will release the possibility of interest rate cuts and RRR cuts in the future.

Then, under the expected change, domestic financial institutions can change their business ideas, boldly carry out capital expansion, provide funds more aggressively, and stimulate the macro economy. At the same time, the A-share market can also usher in the loose monetary policy Next, more incremental funds.

In general, the signal released by the central bank to the market exceeded the market's original expectations.

Originally, many financial institutions, as well as many investment research institutions, expected that the central bank would change its monetary policy in the middle of next year, or in the second half of the year, but they did not expect... This change came more than everyone expected Faster, more than half a year.

Under this positive stimulus that exceeded expectations.

Whether it is various financial institutions, investment institutions, or investor groups... emotions are rushing to the climax stage of excitement.

Financial institutions are cheering that the hard times are finally over, and they can finally free up more funds to carry out capital expansion; investment institutions are cheering that the macro-capital aspect has finally changed, and the capital market has finally ushered in a golden age of investment with abundant liquidity; The investor group is cheering that the good news supporting the bull market has finally come, imagining the market trend of tomorrow, and it is definitely another heavy-volume big positive line that directly breaks through 3000 points.

Under the impact of clear positive.

No matter which corner of the market, no matter which discussion platform investors gather.

Everyone's point of view is the same, that is, the Shanghai stock index will definitely step on 3000 points tomorrow, and the "big financial" sector will definitely continue to run upwards tomorrow.

At the same time, everyone also agreed that the bull market has come.

After the central bank's positive announcement, the external market trend was also good in the evening.

On the second day, under the stimulation of these favorable factors, under the influence of the 'Yuhang Department', the core main force of the market, for two consecutive days, they frantically rushed to raise funds for the mainline stocks of 'Big Finance'.

Before the market officially ushered in the opening, the investment sentiment in the two cities has already exploded.

Numerous investors stared at the disks of the two cities, as well as their favorite stocks, or their holdings, and their minds, all with their daily limit.

"The market sentiment is so hot. According to this emotional reaction, you can go directly past 3000 points without the market opening?" Around 9 o'clock in the morning, Shenzhen Stock Exchange, Xinniu Fund Company, the main fund trading room, responsible for Mou Zhengxing, the trading fund manager of the Niu No. 2 fund, glanced at the general manager of the asset management business beside him, and Fang Xinsheng, the fund manager of the two funds of the "Man Niu No. 1" and "Man Niu No. 2", asked, "You Do you think it is feasible if the stock index directly crosses 3000 points at the opening and leaves a gap here?"

Fang Xinsheng squinted his eyes, and responded with a smile: "If the stock index can jump directly upwards today, crossing the 3000-point barrier, leaving a gap at this key point, and not making up for it, it will be natural. The most ideal market trend is also the most powerful market trend performance.

but……"

Fang Xinsheng paused, and then said: "I'm afraid that after the market opened higher than 3000 points, the volume will increase rapidly, and the market's follow-up volume will not be able to bear this position, forming an obvious high opening. If the downward trend develops like this, there will be many variables in the follow-up trend of the market.

Of course, overall.

The market's investment sentiment and hype sentiment have been fully stimulated by many positive news.

As long as the amount can still maintain a strong stage of more than 5000 billion, then the expectation of a "big bull market" will not weaken, and the Shanghai stock index should not be as extreme as before.

Fortunately, the internal meeting of the central bank released a clearer signal yesterday.

This is more effective than the current direct interest rate cuts and RRR cuts.

After all, the formation of expectations has a greater role in promoting market conditions than the direct fulfillment of expectations.

This time, the regulators were smarter.

There is a clear expectation of changes in the macro-capital aspect, and there is an expectation that the central bank will inevitably cut interest rates and reserve ratios in the future. Even if the Shanghai Index is very likely to rise and fall today, it is still trapped at the position of 3000 points. The future market expectations should also be relatively beautiful.

In general, no matter how the Shanghai Stock Exchange Index goes at present.

There is no need for us to be pessimistic. It is still the right thing to actively make orders, keep up with the main market hotspots, and quickly grab profits in a timely manner. "

"Yeah!" Mou Zhengxing nodded, "It's a good thing we had a lot of positions on the main line of 'Big Finance' before, otherwise this time, the whole main line of 'Big Finance' broke out so suddenly and violently, it would be a real shock." It’s not easy to get in.”

In the past two days, the securities sector has gone extremely strong, which is completely an extreme short-squeeze trend.

In such a trend, as long as you hesitate a little, you will miss the buying point.

Even though in the past two days, the turnover of the securities sector has been rising steadily, and it has exploded to the position of 300 billion yesterday, but according to his observations, within these two days, the core and main funds that can decisively increase their positions and enter the securities sector are still Not much, and there are still a lot of funds at the moment, which has missed the main line of the "big finance" market.

"The market sentiment has developed to this point, and the formation of expectations has been quite rapid." Fang Xinsheng said, "At this time, with regard to the main line of 'big finance' that has formed consistent expectations, it is hesitant to consider the so-called cost of building a position." If you follow some trading rules that you can’t chase high and buy during the day, you’re destined to be short-sighted all the time.”

"So... our next trading goal is to buy stocks in the field of 'big finance' regardless of cost?" Mou Zhengxing asked.

Fang Xinsheng nodded and said: "Naturally, the capital flow in the entire market has been fully concentrated in the direction of 'big finance'. If we don't continue to increase our positions in this field, which field can we increase our positions? And compared to the previous period, it has continued to rise sharply. The main lines of "infrastructure" and "military industry" whose valuation levels have been fully restored, and the main line of "technological growth" that have risen successively last year and created waves of hype sentiment climaxes, and today's "big finance" main line stocks , in fact, the price/performance ratio is still very high, and at the same time, the relative position of the stock price is not high.

For trading, it should be said that this time is the clearer opportunity on the right side.

In order to prevent the main line of the market, we have developed towards the main line of "technological growth" when switching from high to low.

Therefore, in the field of the main line of "technological growth", a lot of positions have been laid out.

Now, since the market did not choose the main line of 'technological growth', but chose the line of 'big finance' as the main direction of the market.

Then, we must correct our previous investment strategies and trading methods.

Gradually lighten up the bargaining chips of the main line of "Technology Growth", and further gather the chips in the direction of the main line of "big finance". "

"Okay!" Mou Zhengxing nodded.

Then, quickly issue the corresponding trading strategies to each trading group.

Similarly, in Shanghai at this moment, Principal Financial Investment Company, the main internal fund trading room, Zhao Zhongming, the fund manager in charge of the "Principal Future Investment Mixed Selected" fund product, glanced at the time and quickly issued instructions, asking the trading teams to All the remaining liquidity in the fund will be placed with orders to raise securities stocks.

At the same time, when placing an order to increase the position and buy securities stocks regardless of the cost, it is also necessary to quickly place an order to reduce the position of other main line stocks, so as to withdraw funds and further gather the holding chips to the main line of "big finance".

After all, there are so many news that are good for the direction of the main line of 'big finance'.

Moreover, it can be expected that the follow-up benefits related to the direction of "big finance" will follow one after another.

So, if you don't increase your position at this time, when will you increase your position?
"Boss, buy at the daily limit?" Yi Xiaopeng, the trading team leader, was puzzled and asked again.

Zhao Zhongming nodded, and said: "Since the direction of the market has been determined, there is no need to hesitate any more. Evenly split positions and place orders for brokerage stocks, and place orders to grab funds according to the price of the daily limit. At this time, at this point in time, no matter how much the cost is , Buying with a high probability, you can make money.

Furthermore, for the securities sector, compare the height of the entire market at this time.

Especially compared with the previous valuations of sectors such as 'infrastructure' and 'military industry', as well as stock valuations in the main line of 'technological growth'.

However, it has just broken through the previous sideways trend, and an opportunity on the right has just appeared.

Under such an opportunity, if we care about the short-term cost space of building a position, there is a high probability that we will always miss out, or miss more profit margins, which will increase the cost of building a position. "

"Understood!" Yi Xiaopeng nodded, and ordered the traders to quickly execute the order.

And following Yi Xiaopeng's orders, and the execution of the orders by the traders.

At this time, the market time has moved to 9:15, and the two cities ushered in a call auction.

In the midst of all the attention, under the excited and high-spirited emotions of countless investor groups, the stagnant two markets began to beat rapidly.

First of all, what catches everyone's eyes is naturally the securities sector that has attracted countless attention from the market in the past two days.

The securities sector at this time.

Assisted by the positive bombardment and intense emotions last night, its sector index jumped from yesterday's suspension position to a 5.23% increase position, while the entire 'big finance' main line field, other sectors such as 'Internet Finance' The concept sector, insurance, and banking sectors all opened higher than the initial call auctions at this moment, and they all opened directly to an increase of more than 3%.

As for the core stocks in its related sectors.

Like 'Western Securities, Orient Securities, Guangda Securities, Pacific Securities, Flush, Great Wisdom, Jinzheng Shares, Yinjie Technology, Changliang Technology...' and many other core leading stocks that had daily limit yesterday, at this moment, they are also directly opened on the At the position of the daily limit, the countless large funds that were directly scrambled to raise were sealed on the daily limit, and a situation of opening the daily limit appeared.

And many "big financial companies" like "Huaxin Securities, Huatong Securities, Huatai Securities, Ping An Insurance, Ping An Bank, Huaguo Pacific Insurance, Huaxin Insurance, Civil Commercial Bank, Industrial Bank, Shanghai Pudong Development Bank, Huajian Bank..." The core heavyweight stocks are all opening higher by more than 3% at the moment, and especially several securities heavyweight stocks are opening higher by more than 5%.

In addition to the "big financial" mainline field that exploded and opened.

other main market areas.

Mainline fields such as 'Technology Growth', 'Big Consumption', 'Colorful Cycle', 'Pharmaceuticals', related concept sectors and industry sector indices, all opened higher by 1% to 2%, which is influenced by emotions , but in fact, compared with the main line of "big finance", the impact of emotions on these concept sectors and industry sectors is not so huge.

As for the core main line sectors such as 'infrastructure' and 'military industry' in the early stage.

The opening pattern at this time is basically showing a flat opening situation, even like the core stocks in the main line fields of "infrastructure" and "military industry" held by the "Yuhang Department" before, such as "Huaguo Construction, Huaguozhong Metallurgical, Huaguo Zhongjian, Huaguo Railway Construction, Huaguo Communications Construction, Conch Cement, Huaxin Building Materials, Gemdale Group, Kewan Real Estate, China Fortune Land Development, China Airlines Shenfei, Hangfa Power, Hangfa Technology...' and dozens of branches At this moment, the heavyweight stocks also showed an obvious trend of opening slightly lower, and there were many active selling orders on the market.

Moreover, these tickets have basically underperformed the market in the past two trading days.

When the "big finance" was soaring, these stocks not only failed to keep up with the increase of the index, but also fell by several points, which can be regarded as the weakest performance area in the market in the last few trading days.

In addition to these core main lines, the branch line market.

The field of "sub-new shares" and the field of "sports industry development" that have received a lot of attention from investors before, at this moment, the high opening range of the two concept sectors is basically in line with "technological growth", "big consumption" and "color cycle". Waiting for the main line to be even, it can be regarded as keeping up with the performance of the market.

However, the two core stocks in its two branch areas.

'Leiman Optoelectronics' opened higher at the moment, also reaching more than 5%, and the check of 'Blue Stone Reloading', even under the extremely high market attention, maintained the opening trend of the daily limit at the moment.

Thereafter, as the collective bidding time goes by.

The performance of the main lines of the market remained unchanged as a whole.

After that, when the trading time passed 9:20 and the two cities entered the call auction for truly irrevocable orders, the performance of the major lines dropped slightly.

However, the time was getting closer and closer to 9:25.

During the last 3-minute call auction time, the main line of "Big Finance", which is the core of the market, began to continue to rise gradually, and returned to the opening position at the beginning of the call auction.

Finally, when 9:25 came, the two cities ended the entire call auction process.

I saw that the Shanghai Stock Exchange Index opened up by 1.37% as everyone expected, fixed at 3007.83 points, jumped over the important threshold of 3000 points, and left about 30 points on this extremely important pressure threshold The gap shows an extremely strong opening trend.

In addition to the Shanghai Index, the Shenzhen Stock Exchange Index and the ChiNext Index both rose by more than 1% at the opening.

In particular, the A50 index opened higher, even reaching the 2.24% increase position, and the tyrannical situation can be seen at a glance.

As for the final opening performance of the major popular main lines in the market.

I saw that the securities sector opened 5.11% higher, leading the rise of all industry sectors and concept sectors in the two cities.

The insurance and banking sectors followed, opening 3.23% and 2.79% higher.

After the "big finance" related sectors, the film and television media, Internet software, Internet applications, and food and beverage industry sectors followed, with higher openings ranging from 1% to 2%.

After that, the main line fields of 'infrastructure' and 'military industry', such as 'defense and military industry, commercial real estate, architectural decoration, building materials' and other industry sectors, either opened flat or opened slightly lower, which became a drag on the major market indexes. It has become the main industry sector leading the decline in the market.

In terms of the conceptual sectors of the two cities, their pattern is similar.

'Securities' and 'Internet Finance' led the gains, followed by banking, insurance, mobile payment, smart city, domestic software, Apple, electronic information, liquor, and white goods.

Conceptual sections related to several major concept themes in the early stage such as "Asia-Europe Economic Belt", "New Era Road, Maritime Silk Road", "Reform and Reorganization of Central Enterprises and State-owned Enterprises", as well as "military-civilian integration, domestic aircraft carrier, Beidou Navigation, Shanghai Conceptual sectors such as the City Free Trade Zone, Northeast Revitalization, the Yangtze River Delta Economic Belt, and the Pearl River Delta Economic Belt' obviously underperformed the major core indexes of the market, showing a flat or slightly lower opening trend, and have become the leading decliners in the market. A lot of concept boards.

Under this opening pattern...

Especially when you see the securities sector, in the entire call auction transaction, the opening volume is 15 billion, which is a 5% increase in the opening; you can see that the "big finance" continues to lead the two markets; you can see the "Internet Finance" sector. Core stocks have opened with daily limit boards.

In the entire market, the inner emotions of the vast majority of investor groups have further increased.

Inside and outside the market, the flames of the bull market ignited by the "Yuhang System" and the investment confidence that is constantly bombarded by the positive macro news in the market are also becoming more and more enthusiastic and hotter.

(End of this chapter)