The investment era of rebirth

In addition to indexes, sectors, and individual stocks.

The four major "infrastructure" core industry sectors of architectural decoration, building materials, steel, and real estate, after the violent intraday shocks, their industry sector indexes all closed at the highest point, and the gains of the major sector indexes were all above 4%, which can be described as It is a full-scale explosion, with momentum like a rainbow.

Leading stocks in related industries, such as 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... a lot of stocks , All rose by more than 5%, and even, "Huaguo China Railway, Huaguo MCC, Bayi Iron and Steel, China Fortune Land Development, and Kumho Group" all blocked the daily limit, showing an extremely strong rebound state.

Of course, when the entire "infrastructure" market broke out, the two cities led the rise in an all-round way, attracting a large amount of active funds in the market and the attention of countless investors.

As the popular main lines in the early stage of the market, the two early core main lines of 'mobile Internet' and 'smart phone industry chain', today's performance is lackluster, lagging behind the market growth in an all-round way, and, like 'Huaqingbao, Changqu Technology, Tianyu Previously popular stocks such as Information, LeTV, Huayi Brothers, etc., have not risen but fallen in today's market rebound, and the weak state can be seen at a glance.

In the face of a very clear style change, the closing results of the two cities exploded and rebounded sharply.

Investors in the entire market, apart from being excited and excited, discussed the evolution of the market outlook and the transformation of styles, and the discussions became more and more intense.

"The Shanghai stock index can close such a heavy positive line today, it is all driven by 'infrastructure'!"

"Indeed, if there is no comprehensive counterattack in the 'infrastructure' sector today, I am afraid that the market will not be optimistic."

"The diving in the afternoon looked very scary. Fortunately, the sector in the 'infrastructure' sector stabilized in the follow-up. The return of Huaguo China Railway was really domineering. It directly supported the market sentiment and stabilized the entire 'infrastructure' sector. The profit-making effect caused the market to launch a full-scale counterattack in the late trading, and successfully stood at 2100 points."

"According to the situation of today's market riots, the line of 'infrastructure' should be the main line of the market's subsequent rebound, right?"

"Not only infrastructure, but also the two concepts of state-owned enterprise reform and preferred stock pilot. Even if there is a full-scale riot in the field of 'infrastructure' today, the best rise is still the concept of 'state-owned enterprise reform' and 'preferred stock pilot'." stock."

"What do you say about 'state-owned enterprise reform' and 'preferred share pilot program'... don't these two concepts refer to the blue chip trend of the main board?"

"It's not just blue-chip trends, is it? Many local state-owned assets are controlled, and there are also small-cap stocks."

"However, in the 'preferred stock pilot', basically only blue-chip large-cap stocks with good performance and low valuations have a chance, and it is obvious that the regulators are guiding these benefits to blue-chip stocks."

"In the past two years, the blue chips have indeed fallen to nothing. Many 'value investment' fund managers and their fund products have been liquidated at a loss." …

"Today, concepts such as 'infrastructure', 'state-owned enterprise reform', and 'priority share pilot', which are clearly inclined to blue-chip and large-cap stocks on the main board, are in full swing. It is obvious that the market for blue-chip stocks in the large-cap market is coming, right? The main trend of the market next , I am afraid that there is a high probability that it will be developed in these conceptual fields."

"A one-day rebound is not enough to determine the follow-up main market position."

"Yes, it may also be an oversold rebound. If the 'infrastructure' field is to become the main line of the market outlook, then the continuity of the next few trading days is very important, and only by playing a continuous profitable market and truly loosening the bargaining chips above. Only then can we get out of a wave of decent mainline market.”

"That's right, you have to be clear-headed and stop being impulsive."

"Looking at the future market, is there any big news about 'infrastructure'? I always feel that today's 'infrastructure' riots are very unusual."

"There are many good things about 'infrastructure', right? Basically, they are all bright cards!"

"Market confidence is insufficient. If 'infrastructure' is to become the main line of the follow-up market, it needs new heavy positive news, enthusiasm and everyone's confidence in holding shares."

"Today's big funds are so resolute in closing the board, it must be good."

"I don't think it is very important whether there are short-term benefits. The key is that the demand for 'infrastructure' has further exploded, and the investment logic of the industry has changed. I think this is the reason why 'infrastructure' has exploded and led the market so strongly today. , The main force of large institutions is not hot money, they should not be following the news to hype."

"Whether it is good or not, it is always right to follow the main funds to speculate."

"Yes, the surge of main funds is the basis for the outbreak of the market. I think it is more effective to stare at the flow of main funds than to guess what is good."

"Judging from the main capital flow on the market today, it is obvious that the 'infrastructure' field has a large-scale net inflow, while the previous two main core concept sectors of 'mobile Internet' and 'smartphone industry chain', as well as their industry sectors Individual stocks are almost all unilateral outflows. Looking at it this way...the market trend is obviously changing from the concept stocks of the small and medium-sized boards and the ChiNext to blue-chip performance with "infrastructure" as the core."

"Indeed, the net inflow of major funds in the four major industry sectors with 'infrastructure' as the core has reached a total of 46 billion. .”

"It is also the first time that Huaguo China Railway and Huaguo MCC have raised their limit after two years!"

"I have to say that the main force of Huaguo China Railway and Huaguo MCC who closed the board today is really strong. With tens of millions or hundreds of millions of funds, they directly hit the daily limit without hesitation. It feels like months. I haven't seen it. It’s such a grand occasion for the amount of funds to be sealed, especially on the market of MCC, the more than 100 million hands are sealed, which can be called shocking!”

"It's a pity that these two large-cap stocks may not necessarily have a dragon and tiger list today, and I can't see the number of funds to close the board."

"This amount of funds should not be hot money, right?"

"It's hard to say, in the market, the top hot money still has this amount of money."

"Well, President Su of Fortune Road, Leader Zhang of Chunhui Road, Chief Steward of Jiefang South Road... They should all have this amount of funds, but they don't feel like these people's trading style." …

"Look at the Dragon and Tiger List later and you will know. China Metallurgical Group closed the board too quickly, and the turnover is obviously not enough. There is a high probability that it will not be on the list, but the turnover rate of China Railway is enough. According to the performance of other stocks on the main board today, China Railway has Probability of being on the list."

"I hope that on today's Dragon and Tiger list, we can see the seats of the top leaders in the market!"

"Even if you can't see the seats of the top leaders in the market, but you can see institutions buying on a large scale, it can be regarded as a confidence boost, and the market outlook can be expected."

At a time when many investors are having heated discussions and are looking forward to today's data on the Dragon and Tiger List.

Yanjing, Magic City, and various places in Shenzhen.

Many self-operated investment departments of securities companies, asset management institutions with state-owned backgrounds, and even many public offering institutions whose confidence has collapsed and even despaired in "value investment" are now waiting eagerly for the afternoon investment. The data of the Dragon and Tiger List at 5:[-], I want to see the opening of the main line of "infrastructure" today, decisively switch the market style, and rewrite the main funds of the market trend, who is the sacred.

At the same time, before the dragon and tiger list was announced...

Many institutions with news channels and extensive contacts are already inquiring about the identity and background of the main funds driving this stock market today.

"Fuck, I'm not mistaken, right? Today's 'Yuhang Fortune Road' business department has traded 42 billion!"

When everyone was inquiring about the identity and background of the main funds driving the 'infrastructure' market today, Liao Guanghua, general manager of Yanjing, Huashang Securities Headquarters, Proprietary Investment Department, received an internal information document, and his expression was extremely shocking. : "So...the one who created today's market is also the handwriting of Mr. Su from 'Yuhang Investment'?"

"It should be correct." The secretary next to Liao Guanghua said, "This is the report from General Manager Qu of 'Yuhang Fortune Road' to the headquarters in person, and in the transaction results of our docking with the exchange, these capital transactions are all It is clearly recorded, and there will be no mistakes."

"It's enough if President Su doesn't make a move, but if he makes a move, it's an astonishing skill!" Liao Guanghua couldn't help but sigh, "Today's counterattack of the Shanghai Stock Exchange Index Dayang line, I'm afraid it will all be attributed to him."

The secretary responded: "This transaction volume is indeed too exaggerated."

"Quiet like a virgin, moving like thunder!" Liao Guanghua said, "This President Su's sensitivity to market conditions is really amazing. Today's move to uncover the 'infrastructure' market is indeed a shocking hand. It opened up room for the market to rebound, and also opened up a road for the market's main line!"

At the same time, when the two were feeling emotional...

The news leaked through "Hua Shang Securities" also began to spread wildly in the entire domestic financial and asset management circles.

"Wealth Road? Has Fortune Road appeared again?"

"42 billion transactions in a single day? This accounts for one-eighteenth of the total transaction volume of the two cities today. Is this President Su of 'Fortune Road' so scary?"

"42 billion? Such a large volume of transactions, all poured into the 'infrastructure' sector?"

"Fuck, what a gamble!"

"This President Su of 'Wealth Road' is really a gambler, but even if he is a gambler, he is still the top gambler in the world."

"Ah, it's so awesome, such a big bet on the 'infrastructure' sector, this President Su never thought about such a large-scale intervention, what if it doesn't pull up the market? After all, the 'infrastructure' sector has also It’s not that there was no violent push up, but at that time it did not drive market sentiment and follow-up funds, thus forming a linkage market.” …

"The news is correct? How optimistic is this about the market in the field of 'infrastructure'?"

"Isn't President Su focusing on hype about the concept of the small and medium-sized board and the GEM? Why did he suddenly get involved in the direction of the main board on a large scale, and get involved in the traditional field of 'infrastructure'?"

"The 'value investing' in the market is dead, but I didn't expect it to be 'Wealth Road' in the end!"

"The operation of 'Fortune Road' is really crazy!"

"The total size of the two main funds managed by Mr. Su should be about 100 billion. Today, they traded more than 40 billion? What kind of behavior is this? This trading method is too...too violent! "

"Fuck, crazy, crazy..."

"The last glimpse of 'Value Investing' turned out to be Mr. Su from 'Wealth Road'. It's really ironic to say that!"

"Hey, whether you are envious or jealous, all in all, this person really has to be admired. At this stage, a large-scale asset management institution that dares to enter the market on such a large scale to increase positions, drive market sentiment, and tyrannically play the main line of the market, I'm afraid there is no one else besides "Yuhang Investment" behind the seat of "Wealth Road"? As for the people you satirized, I would like to ask you traders, do you dare to play such a shocking skill in this position? Dare you! "

"Indeed, this courage is something that everyone has!"

"The grand strategic development of 'infrastructure', the acceleration of urbanization, the further improvement of the domestic high-speed rail and expressway network, the recovery of the real estate industry, the revitalization of the countryside, the construction of roads connecting every village, and even the macroeconomic development of the 'New Silk Road' Strategic deployment... These various benefits did not come out in a day, and the investment logic reversal in the entire "infrastructure" field has long been present. It can be said that the line of "infrastructure" is a bright card, but ...the extremely brutal market crash, as well as the disdain of the majority of investors for the main board and the blue chips of the large market, and the helpless liquidation of many funds and institutions with heavy positions in the blue chips of the main board..."

"The positive and negative markets are intertwined. Everyone knows that this is a bright card, but who has the courage to pull out the main market in advance?"

"No! Except Mr. Su behind the 'Fortune Road', there is none!"

"So, at this moment, everyone should not envy others overtly or secretly for taking the initiative and taking the lead. This is the premium they deserve while taking risks."

At a time when news in the entire domestic financial circle and asset management circle is spreading wildly, and major internal groups are frantically discussing it.

At 5:[-] in the afternoon, the data of the dragon and tiger list of the two cities was refreshed.

I saw that in the entire market, among large and small institutions, countless hot money, and a large number of investors, on the refreshed dragon and tiger list, three stocks, Huaguo China Railway, Kumho Group, and Beixin Road & Bridge, were impressively on the list. , and disappeared for a few months, the two major business department seats of 'Hua Shang Securities Yuhang Fortune Road and Huaxin Securities Yuhang Fusheng Road' are also ranked among the best buy positions of Huaguo China Railway and Beixin Road Bridge.

"Oh my god! President Su's seat has appeared. As expected, as expected...it's President Su!"

When seeing the two seats of 'Yuhang Fortune Road of Huashang Securities and Yuhang Fusheng Road of Huaxin Securities', the entire market, with countless hot money and a large number of retail investors, almost burst into tears.

In the past few months since 'Fortune Road' left, the market trend has been too tragic.

In the past few months, the Shanghai stock index has dropped from close to 2500 points to the lowest point of 1967.21 points, while the GEM has fallen from the highest point of close to 1500 points to around 1000 points. There are nearly 2000 stocks in the two markets. During this stage, Hundreds more stock prices were cut off in half.

Not only institutions were desperate for losses, countless fund companies went bankrupt, and fund managers' beliefs collapsed.

Hot money and retail investors also doubted their lives due to losses, and they quit the market in despair. Many people have even lost money so much that they dare not open their stock accounts to take a second look.

After all, no one expected...

After three years of deep bear market, the market can fall so badly.

No one expected that those stocks that had been cut in half and cut in half could continue to be cut in half. They didn't expect that there was an endless abyss underneath what they thought was the bottom area.

But now, 'Fortune Road' is back!

'Wealth Road' is on the Dragon and Tiger List openly, and with the attitude of a burst purchase of 7800 million, it has strongly closed the board of Huaguo China Railway, which opened the curtain of the 'infrastructure' market.

This is for hot money and retail investors who are still in the market and are struggling to hold on.

Not only the shock, but also the confidence and hope for the future market that has been killed by the market, deep down in my heart, which was supposed to be annihilated.