The investment era of rebirth

Following Su Yu's order.

Li Meng and many traders in the trading room hurriedly responded, and then, within half a minute, hundreds of millions of funds were poured from the hands of the traders into the field of 'infrastructure', and the two main funds focused on holding positions The major target stocks on the disk.

And as these funds poured in, it was almost instantaneous.

Huaguo China Railway, which was fried, was sealed again, and hundreds of thousands of orders were displayed on the list interface of the disk. The scene was quite spectacular; Huaguo Construction, Huaguo Communication Construction, Huaguo Railway Construction, Huaguo Baosteel, Wuhan Iron and Steel Co., Ltd., Conch Cement and other core "infrastructure" stocks have also risen in a straight line, and the buying volume can surge.

And with these core stocks once again collectively moved up, the core industry sector indexes of building decoration, building materials, steel, and real estate "infrastructure" also rebounded instantly, quickly recovering the previous diving decline, and led the Shanghai stock index to rebound. Return to the 2100 mark.

"I'll go, the strong are still strong!"

Seeing that the index hit a low point in the session and rebounded, the industry sector in the 'infrastructure' sector recovered all of its previous dive in less than 10 minutes. Some investors in the market expressed emotion.

"Yes! In the core industry sector of the entire 'infrastructure' field, big capital is still flowing in. It seems that the main line of the market has really switched to 'infrastructure'."

"If you can't go down, you should go up."

"'Infrastructure' has exploded like this today. It seems that it will not be a one-day parade."

"Big funds have resolutely returned to China Railway, and Huaguo Construction has regained its 8% increase. The net inflow of large funds in the entire 'infrastructure' field is still accelerating. This situation... is obviously the main force of large institutions. There are traces of large-scale warehouse building at the bottom, follow up, this must be followed up!"

"The Shanghai stock index has also regained the 2100 point, and it feels that the market is really difficult to fall."

"The market split between [-] and [-]. This is definitely the changing style of the main line."

"Since this year, it is the first time that the Shanghai Stock Exchange Index has outperformed the SME Board and the ChiNext Board by so much, right?"

"I have repeatedly reviewed the investment logic of 'infrastructure' and feel that this field has indeed reached an inflection point."

"'Chunjiang Plumbing Duck Prophet'! For the entire market, the main forces of these large institutions are the 'ducks' of Spring River Plumbing. Today, these main forces of large institutions are so aggressively attacking the 'infrastructure' sector and rushing to raise many large blue-chip stocks. Definitely smelled something."

"Funds are always ahead of technical aspects and market news. I believe that today's collective riots in 'infrastructure' are extremely unusual."

"Indeed, in the stock market, everything can deceive people, but the traces of capital attacks can't deceive people. The main players of large institutions are so violent, and the line of 'infrastructure' will definitely not be a small market."

"Hey, it's a pity that I was scared just now and didn't dare to go up!"

"It's too late to follow the trend. Large-cap blue chips are not small-cap stocks, so I'm not afraid that I won't be able to buy them."

"The leading stocks in the major sectors of 'Infrastructure' have risen by at least 6 or 7 points now. It is really difficult to start. Chasing highs in a bear market is a taboo!"

"Although it is a taboo to chase high in a bear market, it also depends on how the volume of individual stocks can explode?"…

"Shrinking and rising is naturally a scam, but the bottom is heavy and the upswing has set off a linkage effect of the sector. I think it is possible to follow suit."

"I didn't say anything, I have to follow!"

"I'm also making a deal, I hope it's not a one-day parade, or I'll have to cut my flesh again."

"Certainly not. I always feel that today's 'infrastructure' is such a big battle, and it must be good after the market."

"The small and medium-sized board and the ChiNext are still weak. Driven by the rebound of the Shanghai Stock Exchange Index, it feels like they can't fall or bounce up. It's really strange."

"It's nothing surprising. There are only so many funds in the market, and it is impossible to support the market of the small and medium-sized board and the ChiNext under the situation of a large-scale rebound of blue chips."

"However, today's market turnover should explode to a new high this year!"

"Even if the turnover hits a new high this year, it's only 80 billion. Compared with the turnover of the two cities in the second half of last year, which was more than 1000 billion, it's still a lot worse."

In other words,,,..version. 】

"Take your time. The stock index has been in the range of 1900 points to 2200 points. It has been fluctuating for almost 2 years. I feel that it is time to make a breakthrough in the direction. And... I feel that this collective riot of 'infrastructure' is It is an opportunity to lead the stock index out of this big shock range."

"As long as we can break through this large shock range again and achieve a sustained profit-making effect, I believe that the market turnover will quickly climb up. Those quiet investors are scarred by the bear market and those off-market investors who have temporarily withdrawn from the market , will also be tempted by the continuous money-making effect, and can't help but enter the market."

"Yes, as long as there is a continuous profit-making effect, incremental funds will come naturally!"

Those who are still operating in the market and are willing to participate in the discussion of the stock market are basically old stockholders or senior investors who have survived in this market. Therefore, everyone is more sensitive to changes in the market. There are also many unique features.

Of course, it is also because the market at this moment is a deep stock game market.

It is also because the investors who stay in this market are a group of seasoned and smart investors who have been devastated by the market countless times.

Therefore, in terms of market rotation and switching...

If the funds for trading do not use real money to make real money-making effects and space heights, everyone will not be fooled, and naturally they will not be able to gather enough funds to follow suit.

"Hua Guo Construction has surpassed the 9% increase, so it's not going to hit the board?"

During the continuation of the discussion among investors, at 2:43, Huaguo Construction began to hit the daily limit under the joint efforts of countless funds to raise funds and follow suit.

At the same time, Shenzhen Stock Exchange, Xinniu Fund Company, and its internal trading room.

Fang Xinsheng, a fund manager who was worried about the market's dive before, was still worried about the outbreak of "infrastructure" and the continuous effect. Seeing that Huaguo Construction, which has a market value of nearly 3 billion, has also begun to hit the daily limit, and the Shanghai stock index is in a strong market. Under the fund tray, it once again surpassed the 2116.16% increase, and refreshed the index point to the position of [-]. It was a little dumbfounded for a while, and hurriedly ordered to Mou Zhengxing and the entire trading team behind him: "Buy, buy! Come on, put all the remaining liquidity of our fund into the target stocks, and buy as much as there are selling orders on the market, the market has reversed, the market has reversed!"...

While executing Fang Xinsheng's order unconditionally, Mou Zhengxing asked: "Manager, didn't you say that the market volume can explode too much in the short term, and the continuity of the market is still in doubt? Why do you say it's reversed again? I feel that the market volume can indeed explode. Too much, the difference in funds here is still very big!"

"The differences have already been digested in the water just now." Fang Xinsheng responded, "Today's influence on the main line of 'infrastructure', the main force in this field of large-scale trading is very impressive, and the huge amount of funds is hard to maintain. It has created a strong money-making effect in this field.”

"Nowadays, investors in the entire market are already very keen on the money-making effect of the 'infrastructure' line."

"The relevant investment logic is also rapidly fermenting in the market."

"Maintaining the strength of the market, playing a profit-making effect, and leading the Shanghai stock index to break through the key point forcefully, if this main line cannot be achieved, then all investors in the market will be blind."

"Pay attention to the market." Fang Xinsheng paused, and continued to remind Mou Zhengxing, "The flow of funds in the entire market is obviously still flowing in the direction of 'infrastructure', and due to the strong pullback trend after the dive, the investment sentiment of the entire market They are all warming up. The most unstable group of free chips on the small and medium-sized board and the gem are chasing after the high. It's also weakening."

"All this shows that after the market withstands the pressure of the first wave of correction, the real money-making effect has been played out, and because of the many active funds following the 'infrastructure' field today, it has not been buried, but has made money Well, then... Tomorrow's opening, due to their demonstration effect, the remaining active funds in the market, that is, those active investment groups who hesitated at the stage of today's market outbreak, will continue to follow the trend to win the remaining profits, and at the same time , The continuous profit-making effect will also attract more off-market funds to enter and increase the liquidity of the market.”

"All in all, there are no problems with investment logic or future expectations."

"Today, it has touched the nerves of the market, and it has achieved a preliminary profit-making effect. The 'infrastructure' sector, which has been strongly noticed by countless investors in the entire market, already has all the conditions for the main market to explode, and I believe this line will also become the next one. The market, the main breakthrough direction for a long time."

"Understood!" Mou Zhengxing, who was staring closely at the changes in the two markets, felt a shudder in his heart. He somewhat understood, and thanked, "Thank you, Manager, for your understanding."

In the same way, at the moment when Fang Xinsheng saw the opportunity, he put his entire position in.

In the capital city, inside Zexi Investment, in the trading room.

Xu Xiang stared at the market of the two markets with only the last 10 minutes of trading time, and looked at the stocks in the entire "infrastructure" sector that were already in a full-scale daily limit tide. His heart was also extremely shocked, and he said with emotion: "In the n-shaped market trend, the Shanghai stock index is in the " Driven by "infrastructure", the growth gap with the Shenzhen Stock Exchange Index and the ChiNext has widened to nearly 1.5 points, it seems...the market style switch has indeed occurred."

"Today, the Shanghai stock index can break through and stand firm at 2100 points, all thanks to the 'infrastructure' line!" Zhou Kan, who was beside Xu Xiang, continued, "Popularity, emotions, and money-making effects have all been played out. Today The funds in this field of trading are really awesome, completely holding high and playing high, full of courage!"…

In a bear market, it is extremely dangerous to rashly start the mainline market, such as 'infrastructure', 'finance', and 'consumption', which involve a wide range of stocks and require huge incremental capital. In the period of low mood, when everyone is screaming for blue chips and being generally abandoned by investors in the entire market, they will go to forcefully pull the market and start these main lines. Support, if you can't play the money-making effect and space, it is easy to bury yourself.

However... Today, the big money that made the market did just that, and it succeeded.

Therefore, Zhou Kan believes that the opponent's ability to grasp the opportunity, trading skills, and even courage must be admired by him.

"Indeed!" Xu Xiang nodded, and replied, "Today's market is very unexpected, and the funds that opened up the main line of 'infrastructure' are indeed admirable. , it is both unexpected and reasonable!"

For the line 'infrastructure'.

Many smart and large institutional investors are not without ideas.

However, when the market has not completely escaped from the risk zone of negative impacts, and has not escaped from the emotional freezing point, there are very few large institutional funds that dare to make strong orders and pull out this main line. On the contrary, many people still follow Inertia of thinking, in the small and medium-sized board and the gem field, where the expected high price is expected to be high, the lock-up is extremely heavy, and the valuation is relatively high, the two main lines of "mobile Internet" and "smart phone industry chain" have been fired countless times in the early stage After repeated tossing and frying, and finally failed to produce a sustainable main line market.

Of course, before the main line of 'infrastructure' broke out today.

The vast majority of investors in the market, including Xu Xiang, never thought that the real market explosion would appear on the main board that had been abandoned by the market for almost two years.

After all, in the past two years, many emerging industry concept stocks on the small and medium-sized board and the gem have gradually played the leading role.

Countless so-called "value investment" institutions that insist on core assets and fundamental investment have been killed by the market, and there are no pieces left.

In the first quarter of this year alone...

As far as Xu Xiang knows, in the financial core area of ​​Lujiazui, the magic capital, there are hundreds of "value investment" institutions that insist on core assets and fundamental investment go bankrupt, and even many star funds that used to call themselves "value investment" The managers all yelled helpless words that "value investing" is not suitable for the domestic stock market.

But who would have thought that just when everyone lost all confidence in these core assets of the main board, which have excellent fundamentals, excellent performance, and severely undervalued stocks in the traditional sector of the medium and large caps, shouting that "value investment" is a liar, emerging industries The "concept" and "growth" of the company are the future.

The mainline market from the main board came so suddenly!

"It's a new style rotation, and the main market is determined." After a pause, Zhou Kan said, "Then we should follow up and adjust the position next, right?"

Xu Xiang nodded and said: "It's too late to adjust the position now, let's do it tomorrow. Today's 'infrastructure' line has absorbed so much market funds, among which there are many short-term speculative funds chasing ups and downs. Most of these funds are Floating chips, this line should fluctuate tomorrow, there will be opportunities.”

He believes that since the continuity of this line has been determined and the next market style has been determined, there is a high probability that it will switch.

Then there is no need to fight for a moment, and there is no need to care about the gap of three or five points in the cost of opening a position.

Just as the two of them were having a final discussion on the market to further determine the next adjustment strategy, the trading hours of the two cities had already been fixed at 3 pm.

I saw that after a day of violent shocks...

In the end, the Shanghai Designated Index registered a 3.22% increase, perfectly stood at the 2100 point, and refreshed the high point to the 2118.56 position. Relatively weak, but driven by the profit-making effect of the main board, they finally fixed at 1.76% and 1.35% respectively, and both slightly increased their volume, reversing the decline.
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