The investment era of rebirth

"11.3 billion!" Li Meng replied, "The positions of the two funds have reached above the 80% level."

Su Yu nodded slightly, and continued to ask: "The total available funds of the two funds, how much is there?"

"There are still 21.43 billion available funds." Li Meng replied, "If you continue to pull up the market and support it until the market closes in the afternoon, there is no problem."

At present, the daily turnover of the entire market has shrunk to the range of 500 billion to 700 billion.

Coupled with the fact that the market is near this position, there are not many free chips, and the disk appears to be very light.

Therefore, even though their main attack is "Huaguo Construction, Huaguo MCC, Huaguo Communication Construction, Huaguo Railway Construction, Huaguo China Railway, Huaguo Baosteel, Wuhan Iron and Steel, Conch Cement, China Fortune Land Development, Kumho Group" and so on. There are many large-cap stocks, but the capital consumed is not too much.

not to mention……

After so many days of building positions in the early stage, they have a lot of bargaining chips in these stocks.

As long as the market sentiment and follow-up funds can form positive feedback in the process of their pull, then they can continue to withdraw funds through the method of pulling and throwing, and maintain a dynamic balance on the position.

Therefore, in this case, even at this moment, the two funds are already heavily loaded.

Li Meng was not too worried.

"21.43 billion!" Su Yu chanted this number, pondered for a moment, and said, "The market sentiment has been initially driven up. In the process of pulling the market, keep the dynamic balance of the position. After all, the direction of the market outlook depends on the market. No one knows what the outcome will be until we really come out, and we must reserve enough reserve cash to deal with market emergencies to ensure our own initiative.”

"Okay!" Li Meng replied.

Immediately, he told Su Yu's request to the two groups of traders in the trading room.

With the two main funds of 'Yuhang Investment', they stopped unilaterally taking in chips, 'Huaguo Construction, Huaguo MCC, Huaguo Communication Construction, Huaguo Railway Construction, Huaguo China Railway, Huaguo Baosteel, Wuhan Iron and Steel Co., Ltd. , Conch Cement, China Fortune Land Development, Kumho Group and other core stocks in the field of "infrastructure" began to increase in volume as they continued to rise.

Seeing that these stocks have increased in volume one after another, there is an obvious trend of rising volume and price.

In the market, many investors who were hesitant at first finally let go of the doubts in their hearts and began to chase after them.

After all, in everyone's opinion, on the technical level, if the bottom is heavy and the volume rises, that is a sign of reversal. Even if you don't understand the specific logic for the time being, it is worth trying to chase after the hottest money-making hotspot in the current market.

With more active money pouring in...

When the time progressed to 11:22, a huge amount of funds suddenly bombarded Huaguo MCC's market head-on, and swept all the buying orders above it with a thunderous force, directly hitting the stock price to the daily limit price of 1.32 yuan , and sealed the order with millions of hands, directly sealing the daily limit.

"Holy shit, 102 million orders, straight to the daily limit!"

Seeing such a super low-priced large-cap stock like Huaguo Metallurgical Metallurgical Holdings Co., Ltd. going up by the limit for an unprecedented time, the hearts of market investors were shaken. …

"For a list of this level, is it because big institutions are rushing in to raise money?"

"Hot money is also possible. The stock price is 1.32 yuan, and there are millions of lots, but the capital is only 1.32 million. In the market, there are many top hot money with this amount of money."

"This is the first super large-cap stock with a daily limit since the entire 'infrastructure' market broke out today?"

"It is indeed the first one. I didn't expect MCC to become the market leader one day."

"Today's 'infrastructure' market has risen nonsensically, but the explosion is really fierce. Just for a while, the industry sector of 'construction decoration' has increased by more than 5%."

"The position is still low enough, and the meat cutting plate is clean, so it can explode so violently!"

"Don't even mention it... MCC at 1.32 yuan is really underestimated."

"Underestimated, it can't rise so fast. I am inclined to the market in terms of 'infrastructure'. There will definitely be big benefits in the future. The funds that are attacking today are obviously funds from large institutions. I think... these institutional funds must be heard. After hearing the news, I dared to solicit such offers."

"Whatever the reason, just follow!"

"Yes, Huaguo MCC's daily limit represents a riot in large-cap stocks. It is not a scam. It also represents the 'infrastructure' market that broke out today. Under the stimulation of MCC, it will continue to ferment and spread. "

"Sure enough, MCC's daily limit, and other big tickets for the previous riots, have all risen in a straight line!"

"I'll go, Kumho Group feels that this is going straight to the daily limit!"

"In real estate, Kumho Group was backdoored not long ago, and the chips of the original shareholders, as well as the chips of participating institutions, are all in a locked state, and the circulation is actually very small. In addition, some time ago, the Su The boss has just participated in the company's fixed increase plan, and now the real estate riots, the check does not increase, it is simply outrageous."

"Indeed, the actual circulation of the Kumho Group is probably only around 4-5 million."

"I'll go, 5 1600 lot orders, more than [-] million funds, and directly hit the Kumho Group's board to the daily limit? This board is really light enough!"

"Hey, it's already sealed, it's really... too slow."

"The growth rate of China Fortune Land Development has also exceeded 7 points, and there is a trend of daily limit! The real estate sector, does this seem to be directly catching up with 'Architectural Decoration'?"

"Building decoration, building materials, steel, and real estate are several major sectors, and the net inflow of large funds is still expanding!"

"It seems that today is completely the stage of 'infrastructure'!"

"Is this a change in the style of the entire market? The two main concept sectors of 'mobile Internet' and 'smartphone industry chain' in the direction of the small and medium-sized board and the ChiNext, as well as many core concept stocks, have been brought up by the 'infrastructure' in the entire market Under the circumstances, it didn't move at all."

"It feels like a style change, but I don't know if there is continuity. Will the market switch back to the style tomorrow?"

"I can't control that much anymore, let's talk to the one in front of me first!"

"I'm attached to Changqu Technology and Huaqingbao, and I can't move at all."

"I set it up at the end of January, because Mr. Su participated in the huge increase in the 'Lexun Precision'. It was set up for more than 1%, and I couldn't move it for a while." …

"It doesn't matter, it's okay if you can't catch up with the market rotation."

"Yes, anyway, as long as the market continues to rebound, I believe that any sector can be in the wheel. On the contrary, I think... at this time, it is really unwise to chase after big players like 'infrastructure'."

In the entire market, investors were strongly shocked by the two large-cap stocks of Huaguo MCC and Kumho Group. The discussions on the "infrastructure" sector and its leading stocks became more and more intense, and countless active investors , Changed their views one after another, there were many idling, and even entered the market to chase and rush for chips.

The interior of Yuhang Investment, the trading room.

Su Yu looked at the million-hand seals that suddenly appeared on Huaguo MCC, and the more than 50 hand seals that appeared on Kumho Group, his heart was shaken, and a look of surprise appeared on his face.

"The speed of this board is really fast." He couldn't help but sigh with emotion, "It's all ahead of us!"

In their trading strategy of pulling off the hype on the theme of "infrastructure", in addition to using "Beixin Road and Bridge, High-tech Development, Pudong Construction" and other "infrastructure field" state-owned themes stocks, they pulled out the hidden "state-owned enterprise reform" The big concept is to attract hot money from the market to follow suit, and to open up the hype sentiment in the market. They use a certain blue chip stock as the core breakthrough to open up the hype space, and bring out the concept of "preferred stock pilot" for blue chips in the "infrastructure field". within the operation plan.

Originally, according to the control rhythm formulated by Su Yu.

He wants to wait for the market sentiment and follow-up buying. After the first wave of rapid consumption, when the market sentiment and buying have fallen back, he will pull Huaguo MCC and Kumho Group, which are relatively less in real circulation. The core large-cap stocks with relatively light disk pressure are used to stabilize the market, so that the core hype of "big infrastructure" can truly achieve a sustained profit-making effect.

did not expect……

This has not yet reached the point of change within the day that he expected, and there is a large amount of money rushing away.

"You said that there are a lot of smart people in the market." Li Meng said with a smile, "We will predict, and others will also predict. The infrastructure field is full of riots, and the emotional and capital follow-up effects have all risen. It is impossible for the smart part of the funds to miss the opportunity, but MCC’s million is indeed an exaggeration, based on the amount of funds that are rushing to raise, it should be the funds of institutional institutions in the industry, right?”

"It's hard to say!" Su Yu smiled, "In terms of the sense of market hype, institutions are far less sensitive than hot money. The main line of 'big infrastructure' we are pulling has fallen too badly before, and market expectations are low. , there are no institutions anymore, and today's market breakout is not purely driven by positive news. Institutions do not have the first-mover advantage in information. In addition, in the past two or three years of continuous decline in the stock index, various sectors Big institutions have long been frightened by the market, and after the market suddenly broke out, they suddenly chased higher, which is not like their style, so...in terms of perception, most of them are hot money."

"If it's really hot money, then the courage of China Metallurgical Industry Co., Ltd. is really worthy of recognition." Li Meng praised. …

After all, as Su Yu said, the current market is at a relatively freezing point of emotion, and the overall profit-making effect is not strong. At this time, it is really courageous to dare to block the hot money of large-cap stocks.

And just as Su Yu guessed...

At this moment in Yuhang, in a suburban villa, Zhang Jianping, who is the top hot money in the market, is looking at a series of thousands of orders typed out of his account, which are hanging on the daily limit board of Huaguo MCC, and are being eaten up by small orders that are constantly being sold. Jin, couldn't help but let go of the mouse in his hand with a smile, picked up the hot tea on the table, and took a sip.

A few minutes ago, the action of sealing the board of Huaguo MCC in a straight line was his handwriting.

Of course, the reason why he did this is that he also noticed that there is a super main force that is making a strong investment in the main line of 'infrastructure', and according to various market news and even macroeconomic fundamentals, he feels that there is a strong presence in the direction of 'infrastructure'. A relatively large speculative opportunity.

Therefore, when this main line really broke out in an all-round way, and the market fully accepted it.

He also made a big shot without any hesitation.

And the same moment...

In the Yuhang hot money group where Su Yu belongs, Zhao Qiang, who has always been high-profile, also threw out his own pay and pending orders in front of the group friends. The screenshots he threw showed that he bought Kumho Group for more than 1700 million. The pending order for Kumho Group is more than 2300 million, which is tantamount to proving that Kumho Group's previous handwriting of directly sealing the daily limit is his masterpiece.

"Damn it, Brother Zhao is so courageous, he dares to seal the Kumho Group!"

"More than 1700 million can be bought short, and more than 2000 million can be sealed? Kumho Group's circulation is too small, right? More than 100 billion of the plate, the real circulation is not as good as the small one of more than 20 billion Concept stocks are simply outrageous."

"Don't think that Kumho Group is a large-cap stock. This stock is listed on the backdoor of 'Ancai Paper'. According to its market value, it is estimated that it does not even have 8% of the real circulation. In addition... I heard that Jinho The competition for internal control of the Lake Group is fierce, and internal shareholders are reluctant to sell the shares in their hands. The chips are scarce, and the closure of the board is not difficult, but it is also reasonable."

"What's the logic behind Brother Zhao's decision to block the board? The outbreak of infrastructure construction, the recovery of real estate, or the hype of Mr. Su's concept stocks?"

"Gamble, I feel that today's market is not easy." Zhao Qiang responded to everyone's inquiries, "President Su's seat has disappeared in the market for several months. Now the stock index has regained 2000 points, and the volume at the bottom has reversed." Turn around, I feel that Mr. Su's "Wealth Road" is about to come back."

"Brother Zhao is saying that today's market...maybe driven by Mr. Su?"

Zhao Qiang replied: "I have such a feeling, but the specifics have to wait for the market to verify."

"No way? Isn't Mr. Su's style and ability circle in the small and medium-sized board, the GEM's 'mobile Internet', and the 'smart phone industry chain'? It feels like the blue-chip market of 'infrastructure' is triggered, unlike Su In short, the style of hype concept market before, today's market... looks more like the handwriting of an organization!"

"I also feel that most of the handwriting is from institutions, but I just don't know how sustainable it will be."

"In the current market, the overall sentiment is not strong, and there is no direct heavy positive driver. I am afraid that the 'infrastructure' market that broke out today will not go far." …

"It's not just infrastructure that is strong in the market today, is it?"

"If you really think that what is going up today is a purely 'infrastructure recovery' market, then you are wrong. In essence, the market is speculating in accordance with the concepts of 'state-owned enterprise reform' and 'preferred shares'!"

"Yes, under the cover of the infrastructure market, the concept of 'state-owned enterprise reform' should be the main line."

"Look at the other stocks closed today, such as Beixin Road and Bridge, Pudong Construction, High-tech Development, Shenzhen Science and Technology, Bayi Iron and Steel...all of which are stocks with a state-owned background and expectations for mixed-ownership reform."

"To be precise, the concept of infrastructure plus state-owned enterprise reform is the strongest line."

"Everyone, let's wait for the market to come out. The market situation this morning is indeed remarkable, but the explosive growth of the two markets is a bit too much. I feel that it is difficult to last until the afternoon close. Only when we can be strong for a day can we talk about the market. The continuity, otherwise everything will be empty, and we will directly drive lower tomorrow, and we will have to cut the flesh.”

"Yes, yes... Wait until the market closes in the afternoon. It's too early to say this now."

The news in the group continues to be refreshed...

At this moment, the trading time of the market has come to 11:30.

I saw that after half a day of continuous trading, the market, driven by the four core industries of "construction decoration, building materials, steel, and real estate" and "infrastructure", finally closed higher. The index rose by nearly 1.5%. Although the ChiNext Index performed relatively weakly, it still closed with a 2100% increase.

In addition to the increase in the index.

The turnover of the two cities also continued to increase compared with the previous few trading days, and the half-day turnover reached about 380 billion.

As for the concept sector and the performance of individual stocks, the concept sector directly stimulated by the two major policies of "state-owned enterprise reform" and "preferred stock pilot" still led the rise in the two markets. In this sector, the "infrastructure" field constituent stocks with small-cap state-owned assets background , Stock chips such as Beixin Road and Bridge, Pudong Construction, High-tech Development, Bayi Iron and Steel... were snapped up by funds from all walks of life, and they all closed at the daily limit.

After the market closed at noon, we were faced with the extremely distinctive main line characteristics of "infrastructure" displayed by the two cities.

Investors from all walks of life, including various institutions, began to dig wildly, and discussed various logical supports for the market to choose "infrastructure" as the main breakthrough, as well as all the positive supports in this regard in the market, in order to understand, And grasp the market situation.

And in this atmosphere where everyone is discussing fiercely and digging investment logic frantically.

At around 12:15, when Su Yu finished his meal, he returned to the company's fund trading room, browsing the Internet, various logical reasonings about the outbreak of the 'infrastructure' market in major stock trading forums, and suddenly, the information that was dug out by everyone. All kinds of benefits.

For a while, I was quite shocked, dumbfounding!