Rebirth: The Financial Giant

On Tuesday, October 23, the next day, Big A opened as scheduled, and the call auction result for the index today was flat.

Strangely, the market opened flat today, but the securities sector opened sharply higher. During the call auction stage, securities ETFs all opened up by +4.5%.

Tiansheng Holdings' call auction today is undoubtedly attracting attention. Its opening price was 42,471.92 yuan, and the call auction opened up +2.76%, with a total market value of 3,397.7 billion yuan, and its share price hit a new record high.

The opening of the entire securities sector is quite strong, but the index is flat, and the volume and energy have not been significantly further enlarged, indicating that there are not many incremental funds.

Then there is only one possibility. The stock market funds cut the meat of individual stocks in other sectors to catch up with the brokerage sector.

To put it simply, retail investors are cutting their meat and changing their positions and exchanging stocks into the brokerage sector, which is also reasonable. In the past two days, especially yesterday, the entire brokerage sector has set off a rising limit, and even securities ETFs have reached the daily limit, creating the history of A-shares. One of the broadest broad-based rallies.

In addition, Z Cedi's voice has been very popular in the past two days. They are all saying that Z Cedi is here. The reality that came out at the moment is very high, which also makes the investors who were still scolding Zhongxin last night forgot. about this matter.

After all, such a strong auction result is really tempting. Yesterday, the securities ETFs all hit the daily limit, which reminds everyone of the big rally at the beginning of the year.

At that time, all ETFs had the daily limit, and then the ETF daily limit continued. It was also Tiansheng Holdings’ daily limit that started the high-standard market and drove the entire sector to take off. Once the securities took off, they often went up with a “swoosh”.

Now this strong bidding, no matter how you look at it, it gives the impression that the rhythm of the continuous daily limit of the plate is required.

In the past two days, Tiansheng Holdings has stepped out of the daily limit for two consecutive days, so everyone naturally thought of the stock market at the beginning of the year. After a comparison, they found that they went too much. Even buying an ETF at that time could make money. Sixty or seventy percent.

And this time, there is support from the upper level, and it is at the bottom. It is a powerful so-called Z strategy. It is obviously more imaginative than the previous round of the market. Therefore, everyone is afraid of stepping in the air. Although stepping in the air yesterday, but the position At the relative bottom, so there is still time to enter.

No, the call auction directly pushed the securities sector out of the +4.5% opening pattern.

...

At 9:30, the market opened for continuous bidding, and the investors who rushed in eagerly and expected to continue to rise sharply were stunned by the next trend, which could be called an explosion of mentality.

As soon as the morning market opened, the Shanghai Index opened flat and went down and dived directly. The direct reason was the big dive in the securities sector. Without turning back, the major market software sent a quick news:

[The securities sector opened high and moved low, Tiansheng Holdings jumped to the green, and individual stocks such as Cailian Securities, Zhe Entropy Securities, and Zhongxin Construction Investment followed suit]

Half an hour after the opening, that is, around 10:00, the major market software pushed the news again:

[The securities sector continued to decline, Tiansheng Holdings fell by more than -4%, fell below the 40,000 yuan integer mark, and stocks such as Zhe Entropy Securities and Cailian Securities approached the limit of decline]

With the big dive of the securities sector, the index could not bear it all the way down. At that time, the securities sector, which opened higher by +4.5%, was about to turn green by 1 point, and the decline of the broader market had reached -1.5%.

Investors who switched positions and chasing securities were dumbfounded when they saw this market trend.

"????"

"What else is there to do with this speculation? I'm playing Nima..."

"I have been delisted and will no longer accompany me. I didn't accept it before, but the big A ruled over all kinds of dissatisfaction. I have accepted it. Tomorrow, all the tickets will be sold out the day after tomorrow, and I will completely stay away from the stock market, and then I will play stomping hook eight!"

"It's wonderful, there are jokes to watch when you see this posture."

"I used to think that investing in stocks was about fighting the landlords. As long as you kill the landlords, you can win. In the end, I found out that investing in stocks is about running fast!"

"Q: This eldest sister, the stock market has been going up and down recently. Have you made any money? A: Generally speaking, you still made money. Q: Oh? Do you have any tips to share? A: I'm busy investing in stocks, no Empty shopping online."

"In a bull market, a bullish view always appears particularly wise; in a bear market, a pessimistic view always appears particularly profound."

"People who don't trade stocks, at least the poor are very stable, and there won't be any big ups and downs."

"Poor and stable, this is simply too true in the world!"

"Fuck, Master, I got it, but I don't have it either."

"Main force: The meeting is over, and the face is also given. It's time to kill the pig... [Insidious] Insidious [Insidious]"

...

During the noon break, Lu Ming was reading the report of the company's investment research and analysis department, and Li Mingyang was sitting on a sofa next to him, "The off-market funds can't stand it anymore."

Lu Ming closed the report and said, "What judgment do you have?"

Hearing this, Li Mingyang thought about it and said, "From the perspective of the market's performance, the main funds in the market are trying to allocate retail investors to this sector through Latai Securities, but their specific purposes have to be further analyzed."

Lu Ming immediately said: "You are right, the main funds of other institutions in the market are eager to enter the market, and by shorting the stocks of Taiwan's securities companies to force the retail investors who are deeply trapped in the big consumer sector to change their positions and exchange stocks into securities, after all, they are saying The bottom line of Z policies, a series of Z policies to boost the stock market is also real, and the path dependence of retail investors will naturally shift to the securities sector, which just takes advantage of this.”

The so-called path dependence is the bull market coming to dry securities!

Li Mingyang couldn't help but said: "Boss, do you mean that there will be another round of deep decline in the big consumer sector?"

Lu Ming nodded and said nothing, that is, he agreed with this statement.

The big consumer category is just a general term, including the weighted blue-chip stocks in the industries such as home appliances, liquor, beverage manufacturing, medicine and medical care.

At this time, the smart funds already know that the A-share market is about to take off. However, compared with most of Tiansheng Capital’s positions, these are still less of a first-mover advantage, so they have to dig holes to expand their relative positions. Cost advantage.

In particular, the two major industries that cross the bulls and bears, namely liquor consumption and medicine and medical care, should not fall completely enough. They want lower-priced chips.

But the retail investors who are trapped in it have generally lied upside down and pretended to be dead. If they don't return, they won't leave. In the eyes of big capital, this is not enough. They have to find a way to move these candies.

Securities have undoubtedly become a good breakthrough, so the collective changes in this round of securities are undisguised, and they are in the historical bottom range, coupled with the indiscriminate bombardment of the concept of Z policy bottom, the temptation to retail investors is not too big. .

Now there are retail investors who can't help chasing securities, because chasing securities will inevitably cut meat and big consumer stocks, so it is inevitable that the liquor, medicine and other industry sectors will usher in an accelerated decline in the next period of time.

However, there will also be retail investors who are tempted to buy bottoms. In order to avoid this situation, the securities sector must have an obvious rise. Today's high-opening and low-travel is just a mentality and temporary trapping of the entry funds. To put it bluntly, it is trapped in. of retail investors, destroying the mentality of retail investors.

But the mentality is temporary, and you have to come up with enough sweetness. Therefore, the bottoming out of the securities sector must have at least a real rise of about 30%. Only in this way can retail investors stay here and not run away. Big money to buy bargains in the big consumer sector to gain enough time.

Lu Ming has the advantage of foresight, the memory of the previous life, and he can tell the future direction of the market. Even if the current is different from the previous life, it will not deviate too much.

In the memory of the last life, the market trend in the middle and late October was that the securities sector bottomed out and continued to amplify the volatility, from the rebound of the first Zhongyang line on October 19 to the month of November 19. During the period, the cumulative increase in the securities sector exceeded +30%. At the same time, during this period, when the securities sector was on an upward trend, the blue-chip stocks in the consumer sector represented by liquor continued to plummet, and even Mao Tiao was able to stand a chance. word limit.

It is foreseeable that the market seen in the eyes of retail investors is: blue-chip stocks over there have been compensating for the highs and crashing one after another, and the securities sector has reversed and rose again. , Fear of the sharp decline of blue-chip consumption, will inevitably make a decision to adjust positions and exchange shares.

The main force of the market institutions has also successfully obtained the bargaining chip of the floor price consumer blue-chip bid. The institution must do this, and can only engage in the blue-chip with significant power. Junk stocks are hot money playing short-term pure speculation, and only blue chips can accommodate large institutions.

If it’s just like this, then it’s fine. At least retail investors can eat big meat when they come to the securities sector. After all, after the end of the bear market at the end of the year, the securities sector has almost doubled. Retail investors can recover blood, and those who eat meat can also eat meat.

But capital is greedy and needs everything, so after the securities sector has risen by more than 30 percentage points on November 21, this time node has just been laid out, and then it will start to suppress securities~www.novelmt.com~ And Yin Falling back and washing out is the real main upswing.

The ultimate fate of most retail investors is to stand guard or leave the field.

In response to the technical form of the K-line, the market has come out of the classic three-stage pattern in the rising trend, that is, the first stage starts to rise, the second stage steps back down, and the third stage main wave accelerates and rises sharply.

During this process, most of the people played loneliness and died before dawn, that is, during the second stage of stepping back, the other part ate the profit of about 30% and hurriedly stopped the profit. Only a few people can carry it. After suffering through the dark time before dawn, I finally got the double profit of the main Shenglang.

In the president's office, Lu Ming looked at Li Mingyang and said, "Other institutions want to make a deep hole in the big consumer category, so let's take advantage of the situation to buy the bottom."

For example, Mao Wulu in liquor can continue to increase the warehouse.

Li Mingyang nodded and said, "Understood!"

As for what happened to the retail investors, Lu Ming could only sigh, he couldn't help this kind of thing, and those who should lose money will lose money sooner or later.

But it's not entirely a bad thing. When retail investors realize and are subdued by the big A, the process of de-retailing will be quietly accelerated, and retail investors will naturally buy the major public funds under Tiansheng Capital. product.

In fact, this is indeed the case. The fund industry in the next two years is unprecedentedly hot.

Over the years, the types of fund products under Tiansheng Capital have been very rich, and the product layout has been completed, waiting for a large number of basic people to flood into the market. Tiansheng Capital's current reputation and influence must be most of the foundation. The people's choice.

The company can basically meet the various preferences of investors, such as on-exchange industry ETF funds, OTC industry ETF links, active hybrid types, passive index types, etc., not to mention everything, but the mainstream varieties are basically covered.

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