Starting with a fully invested A-share portfolio to become a capital...

Chapter 44 Market Correction, All-in Investment!
"It's crashed! It's plummeted!"

"The meeting fell short of market expectations, leading to a collective decline in the banking, insurance, and financial sectors, with the securities sector also experiencing a sell-off!"

"Oh my god, has it peaked?"

"Teacher Da Xiao, I hate you!!!"

At this moment, countless individual investors in China roared in anger.

In the past two days, news media have been hyping up the possibility of new investment plans, attracting a large number of retail investors to flock to related sectors.

What now?
The meeting was halfway through, and the topic was not mentioned at all.

Cautious funds in the market have already fled, leaving only "holding-the-ground funds" stubbornly holding on, hoping for a miracle.

He Jing, who had not suffered any losses for more than 20 consecutive trading days, now found her account to have a single-day unrealized loss of -0.3%.

She didn't chase the high prices in the last couple of days; she has always held bank stocks.

As a female academic star whose academic performance was second only to Zhang Yang's, her trading style was mainly conservative, and she only made money that she could see.

What is tangible money?
To put it simply, it's money within one's understanding.

For example, the four major banks, judging from last night's manufacturing PMI data, China's economy has gradually recovered. Once the economy recovers, credit funds will also increase accordingly.

Why does economic recovery lead to an increase in credit funds?

The reason is simple: an economic recovery means increased market demand. When demand exceeds supply, more people will start businesses, and with more entrepreneurs, more business owners will naturally apply for credit loans from banks.

Whether it's the stock market or starting a business, try to do so during an economic upswing.

Many individual investors and novice entrepreneurs make rash decisions without understanding the macroeconomy, often resulting in huge losses.

Looking at the market index turning downwards, Lan Sisi was unsure what to do and asked He Jing, "Sister Jing, the market has formed a top divergence. Won't it start to trend downwards?"

"possible."

He Jing nodded slightly and analyzed, "The main reason is that the monetary policy meeting did not meet expectations, and the banking and insurance sectors led the decline."

"The securities market also crashed; the selling pressure from above seems quite heavy," Wei Yunshi remarked.

"Look at Changan Automobile!"

Xu Zhiruo suddenly shouted.

Everyone quickly searched for Changan Automobile and saw that the stock price, which had been locked at the limit up, plummeted at 10:19 and was pushed to the floor by 20 minutes.

"Heaven and Earth!"

"Oh my god, what happened?"

"Won't Lai Weijie suffer a huge loss?"

Lan Sisi and Wei Yunshi exclaimed in surprise.

Taking Changan Automobile as an example, if you bought it at the daily limit up, the maximum drop would be 18.18%, a level of loss that is hard for retail investors to bear.

At this moment, Lai Weijie once again became the focus of the class group chat.

[Yu Zhigao]: Changan Automobile released a 30 billion yuan share issuance financing announcement, which immediately caused the stock to plummet to its daily limit. Lai Weijie, you should have run away by now, right?
[Chen Chuan]: If Lai Weijie, the second-ranked brother, has fallen, then He Jing, the first-ranked sister, is truly far ahead!
[Yin Shichang]: @Lai Weijie, Brother Jie, did you run away?
[Dong Lulu]: Changan Automobile's management is really shrewd. Not only did they issue 30 billion yuan at a high price of 11.87 yuan, but they also tried to use the "First Quarter Meeting of the People's Bank of China's Monetary Policy" as a cover.

As messages kept popping up in the professional QQ group and mentioning him, Lai Weijie was sweating profusely. He quickly sent a message to Zhang Yang to inquire about the status of his demo account.

Having already witnessed Zhang Yang's skills, he hadn't logged into his securities account or paid attention to changes in the capital market for the past few days, spending all his time with his girlfriend.

After seeing the message, Zhang Yang immediately pressed Ctrl, Alt, and A keys to take a screenshot and send it to him.

Upon seeing the specific holdings, Lai Weijie breathed a sigh of relief. It turned out that Zhang Yang had sold Changan Automobile and bought shares in the four major banks. Although there was currently a 0.46% loss, this was the result he wanted.

Because the top three are too eye-catching, what he wants are the bottom three in the top ten.

[Lai Weijie]: Awesome!
Lai Weijie replied with a boastful tone, and then started replying to messages in the class group chat.

[Lai Weijie]: I sold my Changan Automobile shares yesterday, which I guess is a precise way to avoid the market peak. I bought into the Big Four banks at a high price and I'm losing money now.

When this message was sent out, the investment studies group at Shanghai University of Finance and Economics exploded with excitement.

[Wang Liu]: Wow, Brother Jie, you've secured a steady return on Changan Automobile. If this were a real trading account, you'd be rolling in money!

[Bao Manxiang]: Brother Jie is awesome~
[Yin Shichang]: Speechless. A dark horse is a dark horse. Truly amazing!
After confirming that Lai Weijie had successfully escaped the peak, the other students basically assumed that Lai Weijie would get an internship at Huaxin Securities.

Some female classmates were also quite pragmatic and started to proactively add Lai Weijie as a friend.

Lai Weijie did not refuse. He knew the girls' intentions, of course. The chaos in the financial world was no less than that in the entertainment industry.

……

And at the same time.

the other side.

The stock trading forum on Baidu Tieba.

Retail investors who had previously mocked Zhang Yang for missing out on the stock surged back into the thread, and the original 300+ replies quickly grew to 400.

[Wang Bujian Wang]: Joker, please help! I'm fully invested in Changan Automobile, should I cut my losses and run?

[Little Dumb]: Joker is awesome, Jumping Bro is awesome. Yesterday, the two of them said it had peaked, but Changan Automobile immediately raised funds at a high price. Could there be some inside information?
[Transparent Tape]: Seriously, don't you guys look at financial statements when you trade stocks? Changan Automobile is clearly expanding its production lines and is desperately short of cash. Five consecutive limit-up days. If I were in their shoes, I would also issue additional shares at a high price to raise funds.

This time it wasn't just retail investors crying out; even speculative funds that had been pushing the market up were in tears.

The multi-million dollar speculative funds, including Chancheng Wuyingjiao, Nanyang Zhange, and Chaogu Yangjia, have all gone into hiding. They painstakingly built up their positions and accumulated shares for over a month, only to end up with nothing after deducting the cost of controlling the market.

Just now, after Liao Guopei (Chancheng Shadowless Kick) and several other speculative investors pushed the stock to its daily limit, they were slowly unloading their shares. However, as soon as the share issuance announcement was released, "Brother Wan Shou" immediately started dumping the shares.

Fortunately, they reacted quickly and had access to trading channels through speculative trading platforms, allowing them to quickly liquidate their positions. Otherwise, each of them would have lost at least several hundred thousand yuan.

When Chen Sanrong saw Changan Automobile's stock price plummet to its daily limit, he couldn't help but feel fortunate that he hadn't been greedy. If he had been greedy for another day, he too would have been hit with the daily limit down.

……

Zhang Yang, who was still managing his portfolio in the library, also saw the unusual activity notification for Changan Automobile. Instead of clicking to gloat, he began to clear out the shares of the four major banks in the market.

With the remaining 12 yuan, we went all in on the four major state-owned banks.

As for ST Zhongfangji, the 2 yuan was also bought when the market turned down. Although there was a gap, the funds of the market manipulator quickly filled it, and it is still at the daily limit.

"3 units to be built."

"3 industrial and commercial enterprises."

"3 agricultural enterprises."

"3 countries tour".

Zhang Yang used Xu Zhiruo's demo account to invest all his funds in the four major banks. Lai Weijie's demo account was different; he chose to liquidate his entire position because he wanted to control the price, which could only fall and not rise.

Looking at his account holdings, Zhang Yang, who had a prior grasp of market trends, smiled calmly and muttered to himself, "All done. Now, let's wait for market sentiment to develop."

感谢最佳、白菜不咬萝卜、书友2017……1064、希望无尽、晨知了、书友2018……4840、书友1608……0353、硒钍小影、幽悠、三梦语、雾霾魔王、书友2018……0063众多大佬的月票，感谢赠送推荐票和每天追读的读者大佬们，非常感谢。

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(End of this chapter)