The investment era of rebirth

Chapter 191

"It's finally here, it's finally here..."

Seeing the blockbuster announcement of 'the state officially approved the establishment of the Shanghai Free Trade Pilot Zone', Li Meng was excited, with smiles in his eyes, and looked at Su Yu and said: "The market hurricane we were looking forward to finally came to an end. It’s blowing up, and according to the announcement documents, the core location of the free trade zone is the Shanghai Waigaoqiao Bonded Area, and our wave... can be regarded as completely stepping on the policy node."

Although in such an announcement, the relevant details are not yet clear.

However, this top-level design of the "regional special economic zone" concept is already a boon for the market, which is enough to bring huge hype and market expectations.

"Yeah, it's finally here!" Su Yu said with a chuckle, also very happy in his heart.

"According to the document, the scope of the free trade zone pilot zone established this round is 28.78 square kilometers, and with the delineation of this pilot zone as the core, its future policy direction will directly radiate the entire surrounding Yangtze River Delta economic group. According to last year According to the published data, the GDP of this Yangtze River Delta economic group is as high as 10 trillion." Li Meng excitedly continued to analyze the benefits of the document and the country's consideration of the "economic development strategy" in this top-level design of the economy, and continued. "According to this logic, the economic strategic planning of the 'Shanghai Free Trade Zone' may have no less impact on the national economy than the establishment of the 'Shenzhen Special Economic Zone'."

"With a top-level design like this, let's not talk about it in the future..."

Su Yu said: "Only in view of the development results of the Shenzhen market ahead, the market's expected space will not be small. Speaking of which, this document, amidst the hazy speculation of the market, really came out after a long time. Ah, the hype of the 'Shanghai Free Trade Zone' has now entered a new stage."

Before, the entire market was in the hazy hype stage of dubious belief.

Now that the announcement is released and certainty comes, the next market... will be the stage of deterministic expectations and hype that will explode in full swing.

Of course, at this stage...

The most core "Shanghai Free Trade Zone" concept stocks will definitely be further scrambled for funds from various sources.

"Well, with such a big benefit, most of the core concept stocks in the 'Shanghai Free Trade Zone' will definitely be flat." Li Meng said happily, "Fortunately, we have completed the construction of positions, and we just need to wait and see the market changes. , you can lie down and make a lot of profit.”

Thinking of this, she had to admire Su Yu's determination in this matter.

Without Su Yu's insistence, the current position bias of the entire fund may still be in the core concept stocks of the GEM, and it is impossible to have such a comfortable position ratio now.

While the two of them were talking, on the Internet at the moment...

The majority of investor groups have also entered an unprecedentedly intense level of interpretation, analysis, and discussion of this major positive news.

"After Shenzhen City, this is the first time the country has set up a 'regional special economic zone'?"

"It's really a good thing for the sky. I said that during this period of time, the 'local stocks in Shanghai' have changed too frequently, which is obviously abnormal. So..."

"With the establishment of the 'Shanghai Free Trade Zone', the future growth potential of the 'Yangtze River Delta Economic Cluster' will be greater than that of the 'Pearl River Delta'?"

"This is at the core of the 'Yangtze River Delta Economic Cluster', creating another economic engine!"

"Top-level design, a century-old plan, and the establishment of the 'Shanghai Free Trade Zone' can directly stimulate the economic volume of the entire 'Yangtze River Delta Economic Cluster' worth [-] trillion yuan."

"Good, really big good!"

"It's no wonder that the material trade in Shanghai Stock Exchange is able to go so well. The hot money giants from all walks of life gather together, and countless people rush to raise funds. It turns out that this bottom-level hype logic is followed, bull, bull!"

"The promulgation of macro-policy, its overall impact, and the Shenzhen Stock Exchange's demonstration of the impact of the entire Pearl River Delta economy, everyone should have a clear expectation, so I don't need to say more, I think it is better to discuss this benefit, which can directly affect , Good sectors and individual stocks, this is the most important thing, after all, no matter what kind of good, it must be implemented in order to bring us tangible profits."

"The essential interpretation of the free trade area is to sign free trade agreements, mutually cancel most of the goods tariff and non-tariff barriers, cancel the market access restrictions of most service sectors, open investment, so that goods, services and capital, technology The free flow of factors of production, such as labor and personnel, to achieve complementary advantages and promote common development.”

"However, with the establishment of the 'Shanghai Free Trade Zone', in addition to the original demands, the country also intends to build the 'Shanghai Free Trade Zone' into a new test field for domestic economic development, implement the transformation of government functions, and the financial system. , trade services, foreign investment and taxation policies and other reform measures, and will vigorously promote the development of Shanghai re-exports, offshore business, and other reform measures.”

"All in all ... this is a measure that has far-reaching implications for our economy."

"According to the content of the document and the essential development of the free trade zone, if it is implemented to stimulate the direct industry sectors and individual stocks in the market, it should be the port, trade, logistics, commercial real estate development, and financial service sectors in the free trade zone. , Of course... the core Shanghai stock market local stocks in these sectors have actually been hyped by big funds before the news is announced, and it is not very easy to intervene at present."

"In terms of ports, the Shanghai-Hong Kong Group is definitely the core; in terms of logistics, the Shanghai Stock Exchange has also come out; in terms of trade, Shanghai Sanmao should be regarded as the core; for commercial real estate development, Waigaoqiao has indicated in the fixed increase documents The direction of its fixed increase project is to support the development of the "Shanghai Free Trade Zone", coupled with the regional delineation of the "Shanghai Free Trade Zone", the most core sector is the Waigaoqiao Free Trade Zone. This branch is definitely Among the "Shanghai Free Trade Zone" concept stocks, the core is the core, but unfortunately, it has been suspended, and there is no chance to participate; in terms of financial services, Shanghai Pudong Development Bank is naturally the core target, of course... I think the Shanghai Steel Federation is also counted, but This check has been overdrawn too much..."

"Don't talk so much, the best thing you can buy tomorrow."

"Yes, based on this good news, you will definitely not be able to buy tomorrow's core concept stocks. Most of the time, only some stocks that look like 'leftovers' will have the opportunity to buy."

"Hey, every time there is something big in the market, the big money always foresaw it, it's so unfair."

"This is something that can't be helped. Where are their capital advantages and information channel advantages? In fact...the release of the big news of the 'Shanghai Free Trade Zone' this time has been rumored for a long time in the market. I remember I heard people say it last week, that is... trading is always easier said than done, I know, it may not be possible to do it, I watched the Shanghai stock market rose for a few days, and heard the news, But I just didn’t dare to chase the rise and buy.”

"Yeah, easier said than done..."

"Indeed, with such a big profit, tomorrow's first-line core concept stocks will definitely not be bought."

"At first, I was thinking about following the wind and going up the road tomorrow, and stud it. Hey... Now it seems that I have no chance to stud."

"Speaking of which, the 7800 million Fusheng Road today is bought at the right time. There won't be any inside information, right?"

"There have been rumors in the market for many days, so it shouldn't be considered inside information, right? And... Isn't it normal for such a large fund to have inside information?"

"Shanghai Pudong Development Bank, you should be able to buy it tomorrow, right? I don't believe that such a big guy can still raise the limit every word."

"There is a high probability that it is impossible to raise the limit one word, but this kind of super bank blue chip stock has hundreds of billions of dollars in the market, and there is not much room. The huge benefits are on it, and it is estimated that it will be difficult to rise by three boards. Chasing the Shanghai Pudong Development Bank, It’s really unnecessary, it’s better to chase the Shanghai-Hong Kong Group, which is also a core stock.”

"Shanghai-Hong Kong Group may not be able to buy tomorrow..."

In the unprecedented heated discussion among the retail investors in the market, about half an hour after the release of the heavyweight document of the "Shanghai Free Trade Zone"...

The major financial media, financial websites, and financial big Vs on the entire network also began to interpret the positive news one after another.

in……

The Director of the Strategic Research Department of Great Wisdom Trading Platform said that the establishment of the Shanghai Free Trade Zone is the second top-level design since the opening of the country's economy. Its far-reaching impact is comparable to the establishment of the "Shenzhen Special Zone".

The chief analyst of Huashang Securities said that the establishment of the Shanghai Free Trade Zone is a national strategy aimed at exploring the path of deepening reform and expanding the model of opening up. Demonstration effects may start a new round of rapid economic growth and take on a new economic engine.

Jinshi Finance and Economics, a financial big V with great influence, said that the establishment of the Shanghai Free Trade Zone is another starting point for the country's economic take-off, and it is to stimulate the internal vitality of the "Yangtze River Delta Economic Cluster" and make it further develop The utility performance of the national economic engine.

And as time goes by, more and more people in the financial circle speak out.

At the same time, countless media rushed to report, making this great news break out and attract everyone's attention.

Of course, during this time...

Many real market participants, after the initial excitement and excitement, began to sink their attention to the real impact of this good news on many stocks in the market, and began to study the opportunities in it.

Among them, many large institutions in-house.

The strategic investment department and the fund trading office worked overtime that night to sort out the core stocks of each sector that can participate in the main line of 'Shanghai Free Trade Zone', as well as its extended concept stocks.

And in this extremely excited and excited mood of the entire market.

At this moment in Yuhang, Gu Chijiang, the general manager of Jingda Investment, was jumping in anger.

Before the big news of "Shanghai Free Trade Zone" was released, the company's main fund held a heavy position in Waigaoqiao and Shanghai-Hong Kong Group, the two real core concept stocks of "Shanghai Free Trade Zone". , However... In the end, all the low position lightening by mistake was missed.

"Hao Weilai, this guy really missed me!"

Gu Chijiang was in his own villa, holding the teacup in his hand, almost exploded in his heart: "If you don't play at a low position, at least the profit will be doubled. Now... It's really too late to adjust the position."

"Hey, the key is that the performance at the end of the year can't be completed, and I can't explain to Mr. Ning of Pengyuan Real Estate."

Most of the internal funds of the fund he manages come from the Ning family of Pengyuan Real Estate. If the performance promise is not fulfilled, this part of the funds of the Ning family will probably not be handed over to him in the next year.

Thinking of this, Gu Chijiang became more and more angry, and almost dropped the teacup in his hand.

(End of this chapter)