Chapter 275 [One Yang changes three views, three Yang changes the world view]
Closing at 15:00, all three major indexes opened lower and closed higher. The Shanghai Stock Exchange Index rose by +0.28%, the Shenzhen Stock Exchange Index rose by +1.41%, and the ChiNext Index rose by +1.28%. The market trend today was thrilling.
Neither the beginning nor the end was guessed correctly.
After last Friday's 100-stock limit-down and the index's price break, the regulators issued heavy new asset management regulations, which was a regulatory negative. The sudden news that Tiansheng Capital announced a transfer of 750 billion also almost scared everyone.
Confused.
The flash crash ten minutes before the morning session really proved that everyone was frightened by a series of heavy negative news this morning, and the index continued to vent like a diabetic incontinence.
But even when the market was selling so hard in the morning, I thought today would continue last Friday's trend and continue to collapse, but after the close, the three major indexes actually turned red.
Who would have thought of this?
Really unimaginable.
What’s interesting is that when the flash crash occurred in the morning, the entire market was shouting that the stock market crash was coming, and they kept yelling and cursing. After the market closed, more and more voices changed the trend, and they started shouting that it was the main force to wash the market, or to curse!
It’s really like changing the three views with one yang.
After the market closed, Lu Ming had nothing to do. He stayed alone in the president's office, enjoying the increasingly sophisticated skills of his assistant Han Qiulin and watching the market news after the market closed.
The company announced today the paid transfer of 750 billion funds. Lu Ming is also very concerned about the market's reaction. After all, it is just a transfer now and the LPs have not shipped yet.
"It's about to be shipped!"
Lu Ming looked up at the ceiling, leaned back against the boss's chair and took a deep breath, not wanting to move.
"That's where the materials and reports on Tiansheng's convertible bonds are kept." Han Qiulin stood up leisurely.
At this time, Lu Ming was sitting motionless against the boss's chair. He closed his eyes and replied, "Well~, you can come and get it later."
Han Qiulin took out two pieces of paper and left the president's office as if nothing had happened.
…
Finally, Lu Ming opened his eyes, sorted things out, refreshed himself, and continued to pay attention to the market news.
It's already an hour and a half after the market closed.
Lu Ming was looking at the review analysis published by a private equity fund manager after the market closed:
[In early trading, the Shanghai Stock Index fell to the bottom of the box around 3335 points, ushering in the entry of bargain-hunting funds. Then it rebounded all the way, and the market panic has improved. In fact, looking back at last Friday's plunge, on the surface, it was the propaganda of the official media.
The stock prices have been pushed up too high and the blue-chip heavyweight stocks have been overheated. In fact, it is likely that some foresighted funds have evaded the negative regulatory consequences in advance and left the market to avoid risks.
Therefore, when the negative news came to light today, the most panic period of the market sentiment may have passed, and there was a scene of stopping the decline and rebounding after today's sharp decline. Then it can be further said that the market has truly stopped falling and stabilized.】
Financial Lian Securities Analyst:
[The two cities have bottomed out and rebounded. The negative news over the weekend has accelerated the pace of adjustment of the market index. After a deep drop at the opening, after two hours of digestion, the three major indexes turned upward, fulfilling the proverb that all negative news is good for the stock market.
The bottoming out of the market has left a long-term negative impact in the short term, as transactions have been released, and the probability of a short-term rebound has gradually increased. The recent adjustment of the index is caused by institutional differences and stock swaps on the one hand, and on the other hand, it is also caused by the impact of the news.
But in any case, under the support of multiple factors, the upward trend of the market has not changed. With the rebound today and the activeness of the sector, the index shock rebound will set sail again.]
Post-market analysis published by a certain online stock influencer:
[Today's market, due to the drag on the trend of liquor, securities, cycle and other sectors, the Shanghai Composite 50, which bucked the trend last week and rose sharply, weakened today. The hot spots have repeatedly emphasized in the early stage that you can buy low and sell high during the plunge. Semiconductor chips
, 5G, and new energy themes have become the vanguard of today’s rebound.
In terms of semiconductor chips, this is a big topic. Compared with the smartphone era, there has been a qualitative improvement, so the chip concept cannot be speculated in a short time. Today, the semiconductor sector has set off a daily limit trend, and the same is true for the 5G sector. Pay attention to the A-share 5G leader.
Star Communications and new energy vehicles also rebounded quite strongly today. There is nothing to say about this sector, and it is the sector that is supported by the first brother.
In the early trading, many people interpreted Tiansheng Holdings' paid transfer of 750 billion as a negative. In my opinion, it is just the opposite. This is a major positive. Refer to the paid transfer of Anshi shares to Ningzhou Social Security Fund by Tiansheng Capital two years ago. At that time, more than 40
The high price of 121 yuan was transferred for a fee. Let’s look at today’s price of 121 yuan. The high price at that time is now the floor price.
The undertaking of these large institutions means that the current position is a strong support for the future. The market is far from over, so we are firmly bullish on the market outlook.】
…
Lu Ming read a lot of market analysis and saw that the stock commentators were relieved about the paid transfer of Tiansheng Capital to institutions from being confused in the morning to thinking it was a good thing after the market closed.
In the next two days, Big A went through a continuous rise and reached 3400 points. It had three consecutive positive days this week, and its energy and energy were also steadily released.
One yang changes the three outlooks, and the three yangs change the world view!
The market sentiment is getting higher and higher, and one of the major logics is that Tiansheng Capital transfers for a fee, and large institutions, including the Social Security Fund, which is said to be unable to lose money, take over blue-chip big-ass tickets at high prices, indicating that the market outlook is promising, and the recent strong recovery is
example.
The fact that the institution is taking over here means that the market has just begun. How can the institution lose money? The logic is very strong!
This kind of logic is very popular and recognized by many funds.
…
On Thursday, during today's pre-market period, investors were in good mood. The market voice shouted to regain the previous high of 3,450 points and set a new high. The bullish sentiment gradually increased.
It opened low in the early trading and fluctuated sideways under water. There was no big rise or fall, and no energy was released.
Obviously, all funds in the market are waiting and watching, and OTC funds are not rushing to enter the market, so the trend in early trading maintains a pattern of narrow range fluctuations.
As time passed, around 11 o'clock, the index's sideways oscillation ended, but it did not break upward.
Instead, dive downward!
The reason for the plunge soon surfaced, and it was related to the signal given by the Federal Reserve to raise interest rates.
The minutes of the latest public interest rate meeting of the Federal Reserve have just been released. It is still expected that there will be continuous interest rate hikes from December to next year. As soon as this news came out, it caused panic in the global market, and Big A was no exception.
When the U.S. dollar raises interest rates, the literal translation is that Wall Street is going to raise its sickle to harvest the world.
In the afternoon, Big A fell flat at the opening of the market in the afternoon, diving down without looking back, and the funds smashed the market and fled regardless of the cost.
After the close, the Shanghai Stock Exchange Index fell sharply by %, reaching as low as 3342 points and closing at 3352 points. It dropped a point today, the largest one-day drop in recent years. The liquor sector experienced a flash crash, and blue-chip heavyweight stocks experienced a rare collective correction.
Today's big negative line directly swallowed up all the gains in the first three trading days of this week, and also swallowed up the account funds of many investors.
Everyone was smiling and laughing in the morning after the performance, and everyone was buzzing after the show.
