Chapter 296 Constantly Adjusting Positions (Two in One)(1/2)
Chapter 296 Constantly adjusting positions (two-in-one)
Author: Ru Meng Ru Hua
Chapter 296 Constantly adjusting positions (two-in-one)
Monday's sharp decline in the Shanghai and Shenzhen stock markets led by brokers has deeply affected investors' sentiments, which is not a good thing for the stock market. Fortunately, it is Monday. As long as the bull market expectations are still there, there is still time.
Repair your mood.
Generally speaking, Monday's sharp decline is better than Friday's. The market can restore its sentiment through the following four trading days in a week, driving investors to re-enter the market. After a positive line, faith will naturally return.
And if there is a sharp drop on Friday, after two rest days of cooling down, if there is some substantial bad news again over the weekend, the market will be a stampede again next week.
After a day of collectively turning off the lights and eating noodles, the Shanghai and Shanghai markets ushered in a new trading day on Tuesday. The Shanghai Composite Index and the Shenzhen Component Index opened slightly lower, while the ChiNext Index opened higher. The call auction deadlines for the two cities
The performance is relatively stable.
"I thought it would continue to plummet for a few days, but it looks like it has recovered again today." Cao Wenxun said with some pity.
"A continuous plunge is unlikely. There are not only funds that rushed away yesterday, but also some that have not escaped. If there is a continuous plunge, they will not be able to get out. There is a recovery and rebound in the shipping market, which can be regarded as
Normal." Wu Peng continued.
"If funds go to heavyweight stocks again, will it have an impact on small and medium-sized enterprises?" Xu Jianqing asked.
Today, Gu Junhao still appears in the trading room as always. His current position is relatively low. Without deciding to buy back the original chips, Gu Junhao will still pay more attention to the situation of some funds to maintain a stable balance between the two funds.
The adjustment period has passed.
"There will definitely be some impact, but it shouldn't be big. The GEM rebounded quite a bit yesterday afternoon. It's impossible for all these new funds to escape in one trading day. You have to make a profit first."
Today, Tonghuashun and Yinzhijie followed the index and opened slightly higher. Only Dongfang Wealth had a special performance. Today, it opened lower. The stock price was reported at 44.50 yuan, a slight decrease of 0.1 yuan.
Once a stock is targeted by hot money, its stock price will always rise and fall habitually, whether it is small and medium-cap stocks such as Dafu Technology and Hailanxin that we have operated before, or heavyweight stocks such as Dongfang Fortune and Zhongguo Communications Construction
This is true for stocks.
At a time when the trading volume is not particularly large, hot money still has a certain influence on heavyweight stocks and can influence the trend of some heavyweight stocks; this is the case with the man who became famous in the first battle on the sacred car.
Gu Junhao had a lot of contact with hot money during the transaction process.
Except for some one-day hot money, and hot money such as Pork Rong who specializes in taking orders, the trading cycle of most hot money is calculated on a weekly basis. In this case, the life cycle of the stock price will
Relatively speaking, it is longer.
Some hot money is better off, and they will support each other and buy and sell continuously. In the process, they will make profits, and then ship the goods in a slowly declining way at the high point of the stock price. Occasionally, they will make a comeback according to the situation.
Pull up.
When encountering this part of hot money, ordinary retail investors who are keen on short-term trading will not lose much as long as they stop losses and are highly vigilant. After all, short-term trading means high risks. If you want to completely
It is impossible not to lose money, so you must be mentally prepared.
Gu Junhao's practice like that of the Shanghai Gang was rarely seen in later generations. This kind of solitary approach, going in together when going in, and going out together when going out, caused the stock price to fluctuate greatly, leaving most of the takers with little chance to escape.
, which is actually very annoying.
Some relevant seats swarm into a stock, especially small and medium-cap stocks. In fact, they are suspected of manipulating stock prices. What's more, the Shanghai gang prefers to go it alone. Basically, the stocks they enter are based on
There are no hot money figures other than them buying in large amounts.
Tong Huashun's round of adjustments from November to December last year, if it weren't for the market adjustment and Gu Junhao's sudden release of pledges, I don't know how far this group of people would have dragged it; perhaps, under their operation, one or two Tong Huashun
It takes just one month to achieve the expected market trend for the whole year.
In that case, they will make all the profits and leave nothing but chicken feathers.
When the official trading began, Dongfang Wealth began to rush for funds. In the first few transactions before the opening, there were three consecutive large orders of more than 66 million yuan. The opening price also fell rapidly, while at the same time, the GEM index opened higher.
Walk high.
"These are the funds that were hijacked yesterday, and there are still funds that the Shanghai gang has not finished running away. It seems that Dongfang Wealth's trend is not much better today." Gu Junhao said with a smile, that's fine, you guys are more
If I smash it a little, it will save me some trouble.
The opening price is the highest price of Dongfang Fortune. It opened low and moved low without any rebound. As one of the heavyweight stocks on the GEM, its trend direction is completely opposite to that of the index. The Shanghai Composite Index also fluctuated slightly but did not break through 3100 points.
Start going higher.
The insurance sector rebounded today. As the insurance sector with relatively outstanding performance among the three major financial sectors, it was different from the direct negative effects of brokerage firms. Yesterday, it was relatively wrong to sell the sector.
The North-South train, which was clearly determined to be a wrongful kill yesterday, also rebounded sharply without any surprise.
At ten o'clock, Tong Huashun's increase has been close to 3%. As the strongest rebound in this round, Yinzhijie's increase has reached 7.93%, and its stock price closed at 64.22 yuan.
Yinzhijie has completely recovered yesterday's long upper shadow line, the stock price has realized a rebound, and the growth rate of the GEM Index in this regard has also reached about 2%.
Dongfang Fortune's stock price was reported at 42.33 yuan, down 5.09%.
Three stocks have three forms, but in summary, all forms, including indices, have similarities.
That is, whether it rises or falls, it always fluctuates near the yellow moving average price within the day.
The trend along the daily trading moving average indicates that the trading volume is still relatively stable and there is no sign of amplification. If there is a large volume that can burst out in a short period of time during the day, the possibility of a sharp rise or fall is very high.
For Dongfang Fortune, this steady decline is the most dangerous.
"The trend of these stocks today is a bit extreme. It seems that Dongfang Fortune's 5% drop is not a big drop. It has been moving downwards close to the daily moving average and has not started to fall yet."
"Indeed, there is a high probability that Dongfang Wealth will not be able to escape the sharp decline today. In this case, it will fall below the 5-day line, and we don't know when it will adjust again."
"Well, one thing to note is that after all, Dongfang Fortune is a heavyweight stock on the GEM. It has been going against the market trend. Although there is an element of hot money, it is impossible for hot money to fully control it. We still have to pay attention to the GEM.
Trend.”
"Let's take a look. Today's trend is definitely not suitable for bargain hunting during the session. Let's wait and see when the market closes."
Afterwards, Gu Junhao stopped paying attention to the trend of Dongfang Fortune.
The Shanghai Composite Index is currently in a small range of red plate fluctuations. The insurance sector, one of the three major financial sectors, some sectors of the Chinese sub-sector and the household appliances sector headed by Gree maintain the index.
All brokerage firms that hit their daily limit yesterday still performed very poorly today. Xibe Securities continued to gap up and open lower in early trading, with its stock price at 28.40 yuan, a sharp drop of 9.47%. After slightly touching the lower limit in early trading, the stock price did not close the lower limit again.
However, the rebound was not large, the trend remained sluggish, and the overall sector maintained a decline of around 3%.
Xibu Securities has always maintained a range fluctuation of less than 5%, and Huanghe Securities also opened with a 6.25% drop. At this time, the stock price remained fluctuating around 13 yuan.
"It has fallen more than 15% for two consecutive days. This position is already close to the price near 2974 points. It is not impossible to copy it back."
Gu Junhao sighed after analyzing it for a while.
After continuous sharp declines, the stock price will naturally adjust by exchanging time for space. Ordinary investors may not be able to bear this adjustment and may end up doing more and making more mistakes.
But for Gu Junhao, this shock time is not a problem at all, and he has enough patience to wait.
The lowest price of Huanghe Securities in the morning was around 12.90 yuan, which was only about 1 yuan away from its daily 60-day line.
The price of 1 yuan can be completely digested after a few trading days of rebound as the index stabilizes.
Therefore, this may also be a periodic low point for the brokerage sector.
After several analyses, Gu Junhao finally felt that it was absolutely fine to take advantage of the brokerage's sharp decline again today.
As for the Chinese-headed stocks that rebounded slightly today, they are a bit inappropriate.
Rebounding when the amount of energy is insufficient is of little use.
Thinking of this, Gu Junhao also said to Cao Wenxun and Liu Tingting: "In that case, you two should copy the securities companies back. For Huanghe Securities, increase the position to 50,000 lots. As for Xibe Securities, increase the position to 20,000 lots. This way
If so, Fund No. 1’s holdings will be relatively even.”
Xibe Securities is a securities firm that started with 002, and this bull market is mainly a bull market for small and medium-sized entrepreneurial stocks. At the current price of around 29 yuan, you can definitely give it a try.
If the position is increased to 20,000 lots, 14,000 lots will be purchased today, which is about 40 million yuan, and Xibe Securities can easily absorb it.
And in this way, the positions of the three stocks also maintain a certain balance. Unless there is a big drop or a big rise like yesterday, the market value will not fluctuate greatly.
As for Huanghe Securities, its trading volume was too large, and its increase in the later period was actually very limited.
However, there are currently no good stocks to build a new position in. After adding a position, the total number of Huanghe Securities is 150,000 lots, so let’s make do with it.
You can look for opportunities to add part of the remaining funds to Dongfang Wealth.
The trading volume of Dongfang Fortune has increased, the stock price trend has not ended, and the future is brighter than that of Huanghe Securities.
Trading continued, and the Shanghai and Shenzhen stock markets rebounded well, with good gains except for the brokerage sector.
Theme stocks continue to rise sharply, and the GEM index sets new highs one after another.
At midday closing, the ChiNext Index surged 3.11%, with the index closing at 1,680.68 points.
Afternoon trading began, the brokerage sector, which had fluctuated at low levels throughout the day, plunged again. At the same time, Dongfang Wealth also plummeted.
After entering 2015, the trend of Dongfang Wealth seems to be closer to that of the brokerage sector, and it is no longer simply a component stock of Internet finance or even the concept of high bonus transfer.
At 13:15, Dongfang Fortune, which had fallen sharply, reported 40.14 yuan, and the stock price hit the lower limit for the first time in the day.
Xibe Securities was also close to the price limit again during the same period. Huanghe Securities once hit 12.65 yuan, a 7.51% drop.
Affected by another plunge from brokerage firms, the Shanghai Composite Index turned green slightly, and the GEM Index, which had surged during the day, also fell slightly during the same period. However, Yinzhijie closed its daily limit at this time, with the stock price at 65.45 yuan.
The price of 65.45 yuan, not counting ex-rights, is already 75% higher than the historical high of 37.30 yuan created by Yinzhijie in 2011.
Compared with the price of 33.90 yuan on the first trading day of this year, it has almost doubled.
To be continued...