The investment era of rebirth

Chapter 183: True Dragon Suspension, Market Changes!
30 lots, 60 lots, 100 lots...

Relying on the inactive trading market, Su Yu completed the expected position opening plan when the market was close in the afternoon. A total of 300 positions were established on the Shanghai and Shenzhen 300 Index futures, with an average position position of 2315.36 and a margin cost of nearly 1600 million. , the remaining risk margin is more than 1700 million.

Under the 12% margin trading system set by the exchange, this position is not guaranteed.

It is already considered a heavy warehouse.

Of course, it is also good that when the current market has not experienced a 15-year bull-bear transition, institutions, hot money, and large investors open large-scale short positions in stock index futures to hedge, and then one after another intends to kill the market, so as to use stock index futures arbitrage. In the face of the incident, otherwise, the stock exchange will limit the position of a personal account of stock index futures to a maximum of 100 lots. He would have no choice but to build such a large position.

After he finished building a position, he came to his senses and the two markets had stopped trading.

Thanks to the frantic pursuit of local stocks in the Shanghai stock market by various funds, the Shanghai stock market, the Shenzhen Stock Exchange Index, and the ChiNext Index all closed in red. Among them, the Shanghai Index rose by 1.21%, the Shenzhen Index rose by 0.95%, and the ChiNext Index rose by 0.63%. It can be regarded as a relatively general rise, and the investment sentiment in the two cities has obviously picked up.

And in this...

In terms of industry sectors, real estate took the lead in the market, and the entire sector rose by more than 2%; logistics trade and port shipping were behind real estate, and also significantly outperformed the market index, showing an extremely strong state; while "big finance" once again After rushing back, it showed a clear differentiation situation.

In addition to the strong sector where funds gather, there are many high-level pre-popular concept sectors with the GEM constituent stocks as the core.

Today, the sentiment of falling has dissipated a little, but the rebound trend is still relatively weak, and the return of large funds is not strong.

In terms of individual stocks, the emerging popular stocks, Shanghai Stock Exchange, Waigaoqiao, Shanghai-Hong Kong Group, Pudong Jinqiao and a series of "Shanghai local core stocks" have been greatly favored by active funds in the market, and five of them have touched the daily limit. , The three final closings sealed the daily limit.

Among them, the two checks of Shanghai Stock Exchange and Waigaoqiao.

Its capital sealing efforts and fund-raising efforts are very strong, and the orders are more than 30 lots.

As for the leading stocks with core concepts in the early stage of the GEM that have been abandoned by funds, except for the hot spot of "Shanghai's local core stocks" in the Shanghai Stock Exchange Steel Union, there was a trend of rushing back and forth during the session, and there was an obvious big-money bottom-hunting , except for the "Dragon Turns Back" hype, other stocks... Basically, whether it is the volume of trading, attention, and market sentiment, they are continuing to fade rapidly.

And seeing the closing result like this...

In the entire market, the vast majority of investors, whether they are institutions, hot money, or retail investors, already know that the market style has changed. They know that the previously hot high-level core concept sector of the GEM has become the market with the largest loss effect and the highest investment risk. field.

Of course, compared with the continuous strengthening, the rush to raise funds is extremely obvious in the "local core stocks in Shanghai stock market".

In this market, some investors who are relatively late have also realized that there may be any big positives here, or there may be any macro policy positive stimulus.

"Shanghai's material trade is really strong. It's on the Erlian Board, and the capital is closed very decisively!"

The majority of investors in the entire market are still speculating about the continuous strength of the "local core stocks in Shanghai stock market". When it is hazy, some people sigh.

"Not only the Shanghai Stock Exchange, Waigaoqiao is also very strong today. It was the first to close the board and the most closed orders, and it also drove the strength of the entire real estate sector. It should be the leader of the Shanghai Stock Market, right?"

"It doesn't count? Waigaoqiao pulled the board in a straight line today. It was pulled too fast and too suddenly. There were not many changes of hands at all. The continuity... We have to observe again, and Waigaoqiao's plate is bigger than that of Shanghai Stock Market. Even if there is any major benefit in the field of 'Shanghai Stock Market', the space is definitely not as good as that of Shanghai Stock Market."

"According to the trend of Shanghai's material trade today, this check should have a dragon and tiger list today, right?"

"There must be, this time you should be able to see clearly the movement of funds."

"It seems that the Shanghai Stock Exchange is a bit of a relay to the leader of the Shanghai Steel Federation, but I don't know what the specific hype logic is for this stock?"

"Not to mention, it really means to relay the Shanghai Steel Federation."

"Could it be that this year's bull stocks and demon stocks all come from the Shanghai stock market?"

"The stocks in the Shanghai stock market have indeed outperformed the broader market index. In the past two or three trading days, active funds in the market have been attacking in this direction. Usually, the reaction of the market is prior to the news. It seems... there is indeed something good to be released."

"I think it is also true. Even the Shanghai-Hong Kong Group and Shanghai Pudong Development Bank, which have tens of billions or hundreds of billions of dollars, have continued to rise sharply. It must not be easy."

"Whether it is good or not, follow the market capital movement!"

"Anyway, we can no longer stay on the high-level core hot concept stocks on the GEM in the early stage. Today, the Shanghai Steel Federation went so strongly in the morning that it seemed to be reversed, but it still fell back in the afternoon. This shows...the previous direction. The hype, indeed, is over."

"Indeed, countless times of experience have shown that an 'outdated faucet' is not as good as a dog!"

During the discussion, at 5:[-] in the afternoon, the new Dragon and Tiger list was announced. As everyone expected, Shanghai Stock Exchange was on the Dragon and Tiger list, and Waigaoqiao was not on the list.

Of course, as the leader in the early stage, the Shanghai Steel Federation, which has been relatively violent, is still on the list.

After the disclosure of the Dragon and Tiger List...

As you can see, the main buying seats of the Shanghai Stock Exchange are mainly the two major seats of Jiefang South Road in Mingzhou and the Shaoxing Branch of Zheshang Securities; Fund seats above the [-] level were sold, and the overall funds showed a large net inflow; and the trading seats of the Shanghai Steel Federation did not have a large amount of hot money today, and the funds still showed a large outflow.

"Jiefang South Road? After the chief rudder came out of the Shanghai Steel Union, he bought a large sum of money in the Shanghai Stock Exchange? My God... this check must have some great benefits!"

"Not only Jiefang South Road, but also the Shaoxing branch of Zheshang Securities!"

"I remember that the seat of Shaoxing Branch of Zheshang Securities also appeared on the Shanghai Steel Federation at that time, and it was linked to Fortune Road, right? Will this be a new seat on Fortune Road?"

"I don't think so, it should be other Zhejiang big hot money!"

"Regardless of whether it is Fortune Road or not, the purchase of nearly 9000 million funds for the two seats is really a crazy rush to raise money. The Shanghai Stock Exchange's check... definitely has a bright future."

"Indeed, this list of dragons and tigers is unexpected."

"The key is that I didn't expect the chief rudder to follow up so quickly. It seems that...Shanghai Stock Exchange has a high probability of taking over the popularity of Shanghai Steel Union and becoming the leading stock for all parties in the market to switch between high and low funds."

"It's a pity that Waigaoqiao doesn't have a list of dragons and tigers today. I feel that the funds for attacking Waigaoqiao are quite powerful!"

"Don't be afraid, if the Waigaoqiao relay succeeds tomorrow and the daily limit continues, the funds that dominate Waigaoqiao today will definitely show their true colors."

"The data of the Dragon and Tiger List released today should be enough to show that the hot spots in the market have completely shifted from many high-level and popular concept sectors on the GEM to the 'local core stocks in Shanghai' headed by Shanghai Stock Exchange and Waigaoqiao. Bar?"

"The transfer of hotspots has shifted, but the reason for the continuous surge of this hotspot sector is still hazy at the moment. No one can explain it. It always gives people a feeling of unreliability, and I don't know how sustainable it is. After all, if there is no very strong hype logic support, relying solely on the relay of funds, 3 boards should be the limit height.”

"Yes, the logic can be seen clearly when the Shanghai Steel Union is soaring, but why the Shanghai Stock Exchange and Waigaoqiao are currently soaring, I really don't understand it?"

"I can't understand it either, but the rush to raise funds is so fierce, there must be a very solid underlying hype logic."

"The stock price rises before the good news. This is already the norm in A-shares. I don't think it's unusual. We don't have an information advantage, so we can only follow the main funds. In these few trading days, the main funds that are active in the market, In the current hot spot of 'local core stocks in Shanghai stock market', it has already been involved quite deeply, and I think it can be followed."

"As for the target..."

"If this hot spot can continue, the leader should be established between the Shanghai Stock Exchange and Waigaoqiao."

"After all, judging from today's situation, the capital attack of these two checks is the most intense for big funds, and the amount of closure is also the largest."

"I agree, I didn't follow up today, but I will follow up tomorrow..."

While everyone continued to discuss the data on the Dragon and Tiger List, Waigaoqiao suddenly issued an announcement at 6:20 p.m., announcing a private placement plan, planning to issue 1 private placement to specific institutional investors based on the 15-day average trading price of the market. [-] million shares, raising no more than [-] billion yuan, which will be used for the company's main business direction, and is limited to the construction of the five major new platforms in the Shanghai stock market, so as to promote the company's internal growth and industry competitiveness.

"This eating...is really ugly!"

Seeing the suspension announcement of Waigaoqiao Dingzeng, Su Yu complained a little speechlessly.

Although Waigaoqiao specified the use of the funds to be raised in the fixed increase announcement, at this juncture, investors with sensitive information channels will know what is going on.

In Su Yu's opinion...

These are just a few large state-owned institutions, seeing the benefits of the "Shanghai Free Trade Zone" will be announced soon.

And Waigaoqiao, as the sole developer of the "Shanghai Free Trade Zone" development subject to undertake listed companies, the concept is pure, and has already caused speculation in the market in advance, big institutions missed the opportunity, knowing that they can't buy chips, The joint listed company that took the slant of the sword had thought about this.

And he knows that the regulators will definitely agree to this fixed increase plan.

After all, the institutions participating in the fixed increase have a state-owned background, and the controlling party of Waigaoqiao also has a state-owned background. This is just a matter of left-handed and right-handed.

For regulators...

Instead of letting the unruly hot money, private equity and other hype funds in the market take up all the market profits under the favorable conditions, it is better to introduce state-owned institutions and get a share of it.

"Shameless..."

When Su Yu was speechless, Yanjing and Anlan Fund were the first to receive news of the preparations for the 'Shanghai Free Trade Zone', and they were also the first after Su Yu to be in Waigaoqiao. Zhou Guohua, the general manager of the company's fund management business, sighed a long time and said: "This fixed increase plan is really no different from stealing money from the market." .”

"Not at all!" Xie Wanting, who was next to him, looked at the teacher and said with a smile, "Isn't there a lock-up period for the fixed increase? It doesn't affect the short-term hype of Waigaoqiao. These institutions are only at the current point of time. It is no longer possible to buy chips in the high-level market, so I came up with this method, and... this should be good for Waigaoqiao itself, right? After all, the fixed increase plan is completed, and the company's operating funds will be more abundant. There will be a good improvement.”

"certainly……"

Xie Wanting paused, and said with some regret: "Today, there is a stock that is rushing to raise funds too quickly, forcing me to block the daily limit channel first, and accumulate funds on the daily limit board, which has caused us to have no money on this stock. It's a pity to buy too many chips and waste the value of the information the teacher inquired about."

"Although the fixed increase plan has a lock-in period, it is a fact that the company's share capital will expand." Zhou Guohua said, "Before the positive news is clearly released, the fixed increase at a low price is still a blow to the market's emotional impact on this stock. Seriously, it’s really not a good thing.”

"And, at this time, the trading is suspended..."

"These institutions participating in the fixed increase are really planning to eat alone."

"It can only be said that at this time, there are not many large market funds lurking in Waigaoqiao, and most of the internal chips are still locked-in retail chips. After all, no one has enough bargaining chips, so when the stock price is high, there is still room for gaming."

"En!" Xie Wanting responded, "Since Waigaoqiao, the stock with the highest weight in opening a position, has been suspended, then...we can only choose other directions in the future? The teacher thinks which stock in the current market is the most The most potential?"

"Except for Waigaoqiao, the only listed company that develops the 'Shanghai Free Trade Zone', the entire market is most suitable for the Shanghai Stock Exchange, which is currently heavily bought by hot money." Zhou Guohua responded, "Hey... …Unfortunately, there is not enough time, we are still too late to start, Waigaoqiao has suspended trading, and the Shanghai Stock Exchange has been linked to the two boards. "

After several days of continuous news fermentation...

He believes that at this time, many interested people in the market have already heard the exact news.

In the face of a market with no information gap, it is natural that they can only attack with their cards open, following the actual hype line of the "Shanghai Free Trade Zone" and acting in the direction of the combined force of market funds.

Between the two of them discussing...

At the same time, in Shanghai, Zexi invested in the interior.

Xu Xiang looked at Waigaoqiao's trading suspension announcement, especially when he saw that among Waigaoqiao's planned capital projects, the five were all core development platform projects in the Shanghai Development Zone, and felt very sorry.

"I didn't expect... this is the real dragon!"

Xu Xiang sighed with emotion: "It's no wonder that the real estate sector is so strong today, and it's no wonder that the main funds overflowing from Waigaoqiao's stock are so heavily bought. This is so f*cking... I almost call myself a 'Shanghai stock market self The designated commercial development unit for the development of the trade zone, and the only listed company that develops the main body."

In his opinion, Waigaoqiao's fixed increase announcement.

It is not just an ordinary fixed increase announcement, but also the underlying logic that supports its stock price speculation.

The only pity is that his news this time was not very sensitive, and he didn't catch the check in advance. As a result, he, and the company's funds, had no position in the check.

"However, eating looks are ugly enough." After thinking about it, Xu Xiang complained again.

In the current entire market, apart from some uninformed institutions and hot money, there are really only some retail investors, who are still kept in the dark. I don’t know what logic the current market is speculating on. Announcing the macro-economic strategy of the construction of the "Shanghai Free Trade Zone" already has a definite cognition and sufficient expectations.

Of course, the time is here.

Market-related news has spread to this extent, which is enough to show that this main line of speculation, from hazy to clear, should be something that is just around the corner.

That is to say... the country officially announced the macroeconomic strategy for the construction of the 'Shanghai Free Trade Zone'.

There are still a few trading days at most.

At the time when various funds that already knew the inside information complained about Waigaoqiao's fixed increase announcement and its trading suspension announcement.

A large group of retail investors who have been speculating on the logic of market operations.

Interest in the development projects mentioned in Waigaoqiao's fixed increase announcement has also increased greatly, and there have been many discussions.

And just as the main line of market hype gradually emerged from the hazy state... On August 8th and August 14th, the Shanghai Stock Exchange Index once again joined the sun, and walked out of the form of "three yangs Kaitai" , Among them, the Shanghai stock market, which has become the core of market sentiment and the core of capital scrambling, has made two consecutive straight boards and achieved 8 consecutive boards in the past two days.

Then, on Friday, August 8th.

The "Shanghai local core stocks" that have risen for a week, in the case of the news of the "Shanghai Free Trade Zone" has not yet been announced, due to the lack of consistency in the continuous pursuit of market funds, they finally touched a relatively large selling pressure , It has been under pressure since the beginning of the session, and has entered a trend pattern of heavy volume and shock underwater.

And at the same time, Shanghai Stock Exchange, a core concept stock that has become a new leader in the market.

After opening higher, its share price also plunged sharply.

Su Yu looked at the first divergence of the main line of hype 'Shanghai Free Trade Zone' in the preheating stage, smiled, and still did not issue any operation instructions to the traders, and... the personal funds in his hand were also It was still lurking on the CSI 300 index futures, without moving at all.

Moreover, due to the Lianyang of the index in the past few days.

His position in the Shanghai and Shenzhen 300 Index futures has already made an initial profit. With a position of 300 lots, he has made a profit of more than 30 points, with a total of more than 300 million funds.

Of course, such a profit amount.

Compared with the 'event object' he wanted to attack, it was naturally insignificant.

The position of the entire fund was silent, and the time came to 11:20 in the morning. The two cities remained weak and volatile, and no obvious new hot spots rushed out.

Su Yu looked at this boring board.

I think that before the big good news of the "Shanghai Free Trade Zone" is officially announced, the market will be like this. There is nothing to watch. I am preparing to let the traders take a break and go to eat and rest. At this time...

The two markets, which were originally calm as water, suddenly changed collectively.

The entire "big finance" sector, especially the banking sector, Chinese Merchant Bank, Huaguo Bank, Huanong Bank, Huajian Bank, Civil Commercial Bank, Shanghai Pudong Development Bank, Ping An Bank, etc. have a large number of hundreds of billions and trillions The core weighted stocks broke out with epic buying orders of [-] lots, hundreds of thousands of lots, and even millions of lots.

And with these countless days of buying orders that shocked investors' jaws...

The stock index, which was sluggish and fluctuating underwater, instantly turned into a small-cap stock in the market that was ignited by hot money. The index soared into the sky, showing a straight upward line.

(End of this chapter)