The investment era of rebirth

Chapter 201 The Deepening Development of the Mainline Market!
"Waigaoqiao's resumption of cards, is this the return of the real dragon?"

"Let's guess how many boards there will be after Waigaoqiao resumes playing cards?"

"At least it won't be worse than the number of boards of the Shanghai Stock Exchange, right? After all, Waigaoqiao is the most logical stock in the hype of the 'Shanghai Free Trade Zone', and this check is carrying the benefits of a fixed increase The resumption of trading, the direction of the fixed increase project is still the platform construction of the 'Shanghai Free Trade Zone', the real core stock of the main line!"

"4 boards, 5 boards, or 6 boards?"

"I think at least we have to double to start. After all, this check is not only the core, but before the suspension, it didn't experience a round of warm-up hype like the Shanghai Stock Exchange. Its current stock price is basically still in history. The location, and this check has not been fired by hot money for the past three years, and there are no large institutions lurking in the semi-annual report, and the internal chips are very clean, and it is definitely a 7-board start."

"No matter how many boards there are, as long as the main line of 'Shanghai Free Trade Zone' can continue to rise, the market cannot avoid the stock of Waigaoqiao."

"Yes, yes, this is an absolute leader, and it is also the only listed company in the core business development project of the 'Shanghai Free Trade Zone'."

"I didn't say that, tomorrow's check will definitely be robbed and exploded."

"Not only that, I'm afraid there is not much money to buy it in?"

"Don't think about it, it must be a one-word daily limit. It depends on whether some people holding positions in the market will need money urgently and plan to sell."

"Hey, but even if there are investors who are desperate for money and are willing to sell, it's still a feast for big money."

"Yes, they have channel advantages!"

"Even if the big funds have access advantages, we can't give up a little bit of hope. I have decided to stay up until 12 midnight today to place orders on time."

"I hang up too. This check, as long as the first five boards can be bought, it will be earned!"

"Haha...it's almost like selling new shares."

"It should be said to be more exaggerated than new shares. I remember that before the suspension of the IPO, many new shares were sold out, and Waigaoqiao's check will definitely increase by at least 50%, or even double."

"The resumption of trading in Waigaoqiao should also drive other core stocks of the 'Shanghai Free Trade Zone' concept?"

"That will definitely work. The leader will resume trading, and the attention will increase rapidly. Tomorrow, other core concept stocks in the 'Shanghai Free Trade Zone' will definitely rise."

"I also think, after all, there is a spillover effect!"

"Then I'll place an order tonight, and directly grab the bargaining chips of the Shanghai Stock Exchange tomorrow, no... grab both stocks."

"Yes, yes, the Shanghai Stock Exchange's Dragon and Tiger rankings have exploded today, and with the stimulation of Waigaoqiao's resumption of trading, the market will definitely not be much worse tomorrow."

"Hey... It's a pity that today is such a good opportunity, but I didn't make it."

"Who would have thought that Fortune Road would continue to increase its position at a high level? But... everyone, tell me about the stock in Waigaoqiao. Does Fortune Road have a hidden position?"

"Probably not? Waigaoqiao's suspension was so sudden that no one expected it."

"However, it may be lurking. After all, on the day before Waigaoqiao's trading was suspended, it suddenly went up in a straight line. Although it was not on the Dragon and Tiger List that day, the attitude of rushing to raise funds is too obvious."

"Regardless of whether Fortune Road has a position in this leading stock, it should not affect the trend of this check after the resumption of trading."

"Indeed, and logically speaking, it is the most appropriate time for Waigaoqiao to resume trading."

"The management and the institutions involved in the fixed increase must also want to take advantage of the benefits of the 'Shanghai Free Trade Zone' to push up the stock price? Otherwise, there is no need to be so anxious about the resumption of trading."

"This is for sure, otherwise, how will the institutions participating in the fixed increase make money?"

"Hey, these institutions participating in the fixed increase can directly get the bottom chips of Waigaoqiao, which is really a big profit. Compared with the price they participated in the fixed increase, after the resumption of trading in Waigaoqiao, they can at least double the floating chips. Ying!"

"According to Fuying, if you take advantage of the benefits now, you must have made a profit."

"However, don't forget that the chips obtained by participating in the fixed increase have a lock-up period, at least half a year, or even a year or two years. The stock price of Waigaoqiao will definitely rise in the short term, but in the long run , how long you can maintain a high position is really not certain!"

"Still thinking about the institutions? To be honest, the appearance of the institutions participating in the fixed increase is ugly enough."

"It's ugly enough, but in any case, it is a huge benefit to be able to formulate a fixed increase plan for the project development of the "Shanghai Free Trade Zone". It is designated as a commercial development enterprise for the development of the Municipal Free Trade Zone, and it also opens up unlimited imagination space for Waigaoqiao."

"After all, this check, the previous fundamentals were not very good, and there was not much internal liquidity."

"Now, these problems are all solved."

"Well, this fixed increase plan has indeed confirmed Waigaoqiao's core leading position in the main hype of the 'Shanghai Free Trade Zone'. It’s not an exaggeration to say that it’s a stroke of genius.”

"In any case, this check is the ticket with the strongest future expectations and the most imagination space in the current market. It will definitely be hyped by the main funds from all walks of life, and its hype space will directly affect the 'Shanghai stock market's free market." The height of this main line of hype in the trade zone'."

"Indeed, no matter whether you can buy the bargaining chip of this check, you must pay attention to the trend of this check in the near future."

The news of the resumption of trading in Waigaoqiao spread farther and farther, and the topic of discussion and attention skyrocketed, and it became the most popular stock in the market within an hour or two.

In the market, various main funds.

Many main funds, including hot money, private equity, public equity funds, and brokerage self-operated funds, also turned their attention to this check, and rushed to place orders at midnight, intending to rely on the channel advantage to seize tomorrow's check. The first position to declare buying at the opening of the market.

Of course, during this time...

Like Zexi Investment, Jingda Investment, and first-line hot money in the multiple stock markets of Shenzhen Stock Market, under the action of focusing on the funds of Fortune Road, they will inevitably buy the stock of "Today's Fortune Road" in the stock of Shanghai Stock Exchange and sell their positions. The matter of Huaqingbao and Changqu Technology was linked to Waigaoqiao's resumption of trading.

And in this extremely explosive topic discussion, as well as the rapid and enthusiastic mood change of the main line of "Shanghai Free Trade Zone" again...

The market ushered in the second day, August 8, a trading day on Wednesday.

At around 8:30 in the morning, Su Yu came to the company. After a short morning meeting, he walked into the trading room, sat in front of his usual computer, and waited for 9:15.

"To be honest, I didn't expect that Waigaoqiao would resume trading so soon."

After everyone was ready, Li Meng sat beside Su Yu, looked at the Waigaoqiao stock, which had already been ranked the most popular, and the Internet stock forum, where the topic discussion was still extremely fierce, and said: "This round of supervision from the regulatory authorities The approval is also lightning fast, completely different from usual."

Su Yu laughed and said, "It's natural, special project, special channel approval."

The core location of the project development of the entire "Shanghai Free Trade Zone" is in the Shanghai Waigaoqiao Bonded Port Area. As the only commercial development listed company with relevant qualifications in the port area, Waigaoqiao is responsible for this top-level design The development of the project is an important task, and since there are countless big bosses endorsed, it is not surprising that the fixed increase plan will be given the green light all the way.

"Guess, how many boards will be opened after Waigaoqiao resumes playing?" Li Meng said with a smile.

He knew that the fund account under Su Yu's control had an extremely heavy position in this stock, so he naturally hoped that the check would go through a few more boards, so that the company's fund performance could be improved with the help of this stock.

Su Yu smiled and said, "What do you think?"

Li Mengmeng thought about it, and said: "According to the divergence in the trend of the board after the announcement of the good news of 'Shanghai-Hong Kong Group, Lujiazui, Pudong Jinqiao, Jinjiang Investment, and Shanghai Stock Trade', Waigaoqiao can at least go to the 5th board." In terms of height, coupled with its unique logical attributes and the positive bonus of fixed increase, it can add two to three boards, that is, the space between 7 boards and 8 boards, which is basically the expectation of the market as a whole gone."

"Between 7 boards and 8 boards." Su Yu smiled and said, "You underestimate the potential of this stock, don't you?"

"What do you think?" Li Meng asked.

She considered that Waigaoqiao's check had already had a daily limit before trading was suspended, and she felt that the height of 7 to 8 boards was almost the limit.

Su Yu continued with a smile: "Waigaoqiao's logic and future expectations are better than the Shanghai Stock Market, right? The Shanghai Stock Market can reach the height of 12 boards in 10 days, but Waigaoqiao can't do it? I guess... …This stock, after the resumption of trading, has at least 10 or more boards.”

"No way, if you can really get out of 10 straight boards, that is the height of 11 consecutive boards." Li Meng said, "Without the exchange of chips, the market cannot form a joint force. It is difficult to rely on good news alone, right?"

"Then why don't you take a gamble?" Su Yu said with a smile.

Li Mengmeng thought for a while, but finally shook his head and said, "Forget it, every time I bet with you on market forecasting, I will lose. It's not challenging."

"Okay!" Su Yu said with a smile, "Then let the market verify it!"

After finishing speaking, Su Yu paused, thought for a while, and said: "At this stage, Waigaoqiao itself is not the focus of attention. After all, the check must be straight in the early stage. There is no doubt about it. What we need to pay attention to... ...It is during the period when the check is going on the board, it is worth participating in the main line of speculation of the "Shanghai Free Trade Zone" and even related sectors of the entire market. This is the place that can bring us additional profits. "

"What do you think?" Li Meng asked.

She also believes that Waigaoqiao's resumption of trading can drive the main hype of the "Shanghai Free Trade Zone" and even other sectors of the market.

And, predictably...

With a lot of funds, Waigaoqiao's bargaining chips could not be bought during the Waigaoqiao straight board period.

It will definitely overflow to other related stocks and attack other similar stocks, thus forming a main line extension hype market with Wai Gaoqiao's stock as the core.

"I don't have any ideas." Su Yu said, "Except for the Shanghai Stock Exchange's check that will most likely be resumed with the help of Waigaoqiao and continue to be hyped by funds, other sub-sectors on the main hype line of 'Shanghai Free Trade Zone' , Sub-concept market, I am not sure, I can only take one step and watch one step."

With the conversation between the two, 9:15 has arrived.

Both Su Yu and Li Meng stopped talking, and both turned their eyes to the computer interface, closely watching the trend of several core stocks of the "Shanghai Free Trade Zone" such as Shanghai Stock Market, Waigaoqiao, and Shanghai-Hong Kong Group. Observing the opening of the call auctions in the two cities as a whole, I made a mental estimate.

In the eyes of the two of them...

The stock price of Waigaoqiao jumped from the closing price of 14.36 yuan before the suspension to 15.79 yuan in an instant, an increase of 10%, and the daily limit was more than 90 lots; 19.23 yuan, an increase of 19.90%; Shanghai-Hong Kong Group opened slightly higher by 3.51%; other relatively core stocks such as Pudong Jinqiao, Lujiazui, Jinjiang Investment, and Shanghai Sanmao opened by 1.01% to 0.3% higher Among them, they are relatively weaker.

"96 initial cover sheets, are you crazy, these people?"

When Li Meng saw Waigaoqiao's initial cover letter, he was extremely shocked: "Over a billion yuan, when did the market become so rich, and when did it have such a large incremental capital?"

"It's really exaggerated." Su Yu looked at the nearly 100 million cover sheet and said, "Who said the market is short of money? What is lacking is the effect of making money and confidence. Seeing the scene of various funds rushing to raise Waigaoqiao, it proves that As long as the market is heated up and the effect of making money continues, the incremental funds will not be a problem at all, confidence is more expensive than gold!"

"There are so many daily limit pay orders, and there is no bargaining chip on the market!" Li Meng said, "It's really a waste of money."

Su Yu smiled and said: "Don't worry, everyone will cancel the order after they know that they can't buy chips."

"At the same time, there are so many pending orders, which also shows that it is a good thing."

"After all, these funds that closed Waigaoqiao can be regarded as active funds in the market. When they clearly know that they cannot buy chips and withdraw orders on a large scale, the spillover effect of their funds will affect other stocks and sectors. "

"I hope!" Li Meng nodded.

Immediately afterwards, as the two were astonished, time continued to advance.

9点16分，9点17分，9点18分……

When the funds from all walks of life saw the terrifying daily limit order on Waigaoqiao's disk, they recovered from the shock, and they had expectations for the stock's space in their hearts, and even for the main hype of the "Shanghai Free Trade Zone". Space expectations are changing in an instant, so... a lot of funds, after knowing that they can't buy Waigaoqiao chips, began to withdraw orders quickly, and joined Shanghai Stock Market, a hype leader that is still able to trade normally Among the stock buying army.

And with the sudden shift in expectations and the massive spillover of funds.

After the first two or three minutes, a group of core concept stocks such as "Shanghai Material Trading, Shanghai-Hong Kong Group, Pudong Jinqiao, Shanghai Sanmao, and Jinjiang Investment" all ushered in a large amount of capital buying, and the call auction trend , Under the attack of these buying orders, it also quickly rose step by step.

Finally, at 9:20, the real call auction session came.

Waigaoqiao’s daily limit orders dropped sharply from more than 90 lots at the beginning to more than 50 lots; the increase in Shanghai’s material trade rose from more than 3 points at the beginning to more than 5 points; Hong Kong Group, Shanghai Sanmao and many other concept stocks have further increased their gains to between 1.2% and 2.5%.

Of course, as these stocks continue to move strongly...

The GEM's "Pan-Mobile Internet" concept sector, which performed strongly the day before yesterday and yesterday, and its core popular stocks, were no longer strong in the call auction, but weakened step by step, showing signs of capital ebb. Oversold stocks that rebounded sharply in the past two days also performed relatively weakly in the call auction today.

It seems that overnight, the market has returned to the previous market rhythm.

9点21分，9点22分，9点23分……

As time goes on, the core concept stocks related to the "Shanghai Free Trade Zone" have been further attacked by funds, and the related core industry sectors, such as the three core industry sectors of "real estate, logistics, and ports", have also been attacked. The whole has been under the attention of funds, and the overall sector has risen. With the advance of the call auction time, it has risen step by step, becoming the leading sector in the overall market of the two cities.

Finally, at 9:25, the call auction of the two cities ended.

Waigaoqiao’s cover order was fixed at 52.3 lots. During the entire call auction stage, 15 lots of chips were attacked and sold, which was exactly the same as the trend of the first day of IPO at the peak stage of the market; the Shanghai Stock Exchange finally opened 5.75% higher The stock price was fixed at 20.33 yuan, and it crossed the 20 yuan barrier without any hindrance. During the entire call auction stage, 2.85 lots were traded, with a turnover of more than 5000 million. Compared with the trading volume when the board opened yesterday, it must be It has shrunk several times; the Shanghai-Hong Kong Group opened 2.1% higher, with a turnover of more than 5 lots, but the turnover is much lower than that of the Shanghai Stock Exchange, which proves that the various institutions that entered the market yesterday did not intend to exit.

As for the core stocks of Lujiazui, Pudong Jinqiao, Jinjiang Investment, and Shanghai Sanmao.

At the opening of the market, it was much weaker than Waigaoqiao, Shanghai Stock Exchange, and Shanghai-Hong Kong Group. The volume did not increase much, and the increase did not show too much strength.

Overall……

These were originally called the core concept stocks of the "Shanghai Free Trade Zone" in the first echelon when the good news was announced.

At this moment, it has been clearly divided into multiple levels by funds.

Seeing such an opening scene, Su Yu knew that the checks of 'Lujiazui, Pudong Jinqiao, Jinjiang Investment, and Shanghai Sanmao' have not been fully approved by the funds, and they have obviously fallen behind, and they will probably not get the focus of funds in the future. Pay attention, it is difficult to follow the three checks of "Waigaoqiao, Shanghai Stock Exchange, and Shanghai-Hong Kong Group" and speculate together.

After all, the main market of the 'Shanghai Free Trade Zone' continues to develop in depth.

Then, in terms of the speculation direction of various funds, the selection of details of this line and the profit-loss ratio will be stricter.

In other words, the deeper the market goes, the more funds will gather at the most core leaders, or... choose fringe concept stocks that have not been hyped yet, and brand new concepts that are newly related to the "Shanghai Free Trade Zone" Stocks are speculated at low levels. After all, only in this way can funds maximize the profit-loss ratio, eliminating the risk of taking orders at high levels and losing money.

And checks like "Lujiazui, Pudong Jinqiao, Jinjiang Investment, Shanghai Stock Exchange Sanmao".

Although it can be regarded as the core concept stock of the "Shanghai Free Trade Zone" line, the logical hardness and the room for imagination of direct positive impact on future performance are obviously inferior to Shanghai-Hong Kong Group, Shanghai Stock Exchange and Waigaoqiao Yes, and the overall hype increase of these checks is currently significantly higher than other similar concept stocks.

That is to say, these checks are in the eyes of the main funds of the current market hype.

It is no longer cost-effective.

In fact, just as Su Yu predicted...

At 9:30, after the two cities officially started trading, the Shanghai Stock Exchange and Shanghai-Hong Kong Group still ushered in a large number of active relays of large funds, and the trading was extremely active. Lujiazui, Pudong Jinqiao, Jinjiang Investment, Shanghai Sanmao's four checks all rushed up slightly at the beginning of the session, then fell back quickly, with heavy selling and insufficient buying. In less than 10 minutes, they fell into a decline again in the state.

At the same time, outside of the Shanghai Stock Exchange and the Shanghai-Hong Kong Group, which are still performing strongly...

Among the two cities, the industry sectors represented by Shanghai Stock Exchange, Shanghai-Hong Kong Group, and Waigaoqiao, as well as core stocks with good performance in the port, logistics, and real estate sectors, have a moderate plate and are at a low level, which is suitable for market active capital speculation The concept stocks have also received a lot of attention from various funds and continued to strengthen.

Of course, except for this direction.

Market funds have also avoided all the "Shanghai Free Trade Zone" concept stocks that are not logical enough and have been hyped by funds in the early stage, and turned to the low-level edge concept stocks that have not been hyped before, and the newly involved stocks New concept stocks, and potential 'free trade zone' core concept stocks in Yuzhou, Jinmen and other regions attack.

Especially some stocks that were deliberately related to the "Shanghai Free Trade Zone" in the public announcement last night.

For example, it plans to transfer the core business of the company's department from the Shenzhen stock market to the Shanghai stock market, and prepares to develop the second phase of the supply chain project in Yangshan Port, completes the departmental land acquisition in this area, and plans to establish a listed company Yiyatong in this area for warehousing and logistics.

For example, the company plans to invest 5 million yuan in Waigaoqiao District, the core development area of ​​the 'Shanghai Free Trade Zone', with the company's own funds, to establish Sunflower, a logistics trading subsidiary.

Rubbling around, the robot is preparing to establish a strategic partnership with Waigaoqiao Company and Pudong Jinqiao Company.

These "new concept" stocks that forcibly linked up with the "Shanghai Free Trade Zone" have become the new favorites of the market at this moment, ushered in violent attacks from various funds, and their stock prices have risen in a straight line.

At 9:47, after the turnover of nearly 5 million yuan, the Shanghai Stock Exchange’s material trade has a strong daily limit, realizing the first board after the opening adjustment, and setting a new record high, reversing yesterday’s trend.

At 9:51, Yiyatong hit the daily limit, becoming the first "Shanghai Free Trade Zone" concept stock with a daily limit among the "new concept" stocks that have a relationship.

At 10:17, the Shanghai-Hong Kong Group rose by more than 7%, and the turnover exceeded 10 billion again, a substantial increase in volume.

At 10:23, Haibo shares and Dongfang Entrepreneurship, the early marginal concept stocks, became the new darlings of funds in this direction, attracting countless attention.

At 11:02, the stock price of Yuzhou Development Co., Ltd. went up by the daily limit, which fired the first shot in the hype of "free trade zones" in other regions.

Then, until the end of midday trading, the entire 'Shanghai Free Trade Zone' concept was the main line of hype, and the daily limit of individual stocks broke through to ten stocks.

However, related concept stocks that have risen today.

As well as the main direction of its funds, it is significantly different from the previous hyped fields.

As for the so-called "main line core field" stocks that received large-scale hype and attacks on funds before, except for the two hard-core logic stocks of Shanghai Stock Exchange and Shanghai-Hong Kong Group, they did not move much at all today, either oscillating sideways or Weak and turbulent, there is no sign of enthusiasm at all.

Let many big funds still lurking in this field, as well as the main institutions that are not willing to take profits out of positions.

I was very surprised for a while, and even more angry!
PS: [-] in [-] ha!
(End of this chapter)