The investment era of rebirth

Chapter 358 Breakthrough of the Dayang Line!
"Damn it, Shibei High-tech was blown up like this in the early morning, and the big order was sealed back! Who wrote it?"

Seeing the fields of 'infrastructure' and 'state-owned enterprise reform', many stocks have been closed on the board, and the relevant indexes have returned to strength. In all major industry sectors, the main funds have changed from a state of net outflow to a state of net inflow again. Yuhang, where Su Yu is located In the hot money group, some hot money expressed emotion in disbelief.

"Not only Shibei High-tech, but the high-tech development has also been closed!"

"It seems that the hype path of 'infrastructure' superimposing 'state-owned enterprise reform' is not wrong in itself, and it is indeed right to close the funds of Shibei High-tech in the early trading."

"Shibei High-tech, not only has the concepts of 'infrastructure' and 'state-owned enterprise reform', but also was the leading concept stock in the 'Shanghai Free Trade Zone' at the beginning. In addition, its stock price has fallen back from last year's high to the present, and it has been cut twice. , almost back to the low point of origin, in the current trend, it has a very strong hype gene."

"What the hell, it's a pity that I was discouraged early and didn't dare to go in. This will see the big money come back to block the way, and I can only sigh with hope!"

"Beixin Road Bridge, Shibei High-tech, these two checks should be the most leading figures at present, right?"

"Fuck, I just said 'Shanghai Free Trade Zone', but now 'Shanghai Sanmao, Shanghai Steel Union, and Wanqi Enterprise' will rise in a straight line, rushing to the daily limit!"

"Shibei High-tech's large orders were closed, Waigaoqiao, Shanghai-Hong Kong Group and other state-owned assets background'Shanghai Free Trade Zone' old leading stocks have risen by more than 5%, the line of 'Shanghai Free Trade Zone' has been brought It's reasonable to think about it, hey... It's a pity that the reaction is too slow, and I won't be able to keep up with it."

"Everyone, it feels like the market is diverging!"

"It's not a feeling. The market has diverged. With 'infrastructure' and 'state-owned enterprise reform' as the core, finance with a state-owned background and concept stocks in the Shanghai Free Trade Zone have all ushered in a large number of buying attacks."

"So fast, the index rebounded so fast."

"It feels like it's reversed. After the stock index fills the gap, the market has reversed."

"Indeed, on the whole, in the major areas of the two cities, buying has begun to fully take the initiative again."

"I'm going, the Shanghai stock market's Sanmao has closed the daily limit, the line of'Shanghai free trade zone' has been completely brought up, hey... I didn't say anything, the market sentiment is climbing at full speed, and the exciting moment is back again , Ladies and gentlemen, attack with all your strength, I will go to the Shanghai Steel Federation first."

"Brother Zhao, are you out of Kumho Group? If not, I'll seal the second board for you!"

"Hugong International has risen, is there anyone following the trend? This is also an old monster, and it is a pure core stock with the concept of 'infrastructure' and 'state-owned enterprise reform'."

With the continuous refresh of news in the group...

On the disks of the two markets, many medium and small-cap stocks with the concept of "infrastructure" superimposed on "state-owned enterprise reform", and "infrastructure" superimposed on "Shanghai Free Trade Zone", or "state-owned enterprise reform" superimposed on the concept of "Shanghai Free Trade Zone" began to Being patronized by active hot money from all walks of life in the market, its stock prices have risen in a straight line.

And with the straight up of these stocks.

The index sector to which it belongs, as well as the industry sector, also passively rebounded and climbed.

Therefore, when the time moved to about 10:20, the market conditions of the two cities had changed from the fields of "infrastructure" and "reform of state-owned enterprises", thinking about the spread of the whole market, even the extremely weak SME board and the ChiNext board, which were abandoned by countless main funds The fields of 'Mobile Internet' and 'Smartphone Industry Chain', also in the rapid rebound of the whole market and the spread of the market, slowly recovered the decline of the diving, and rose again.

At 10:25, when Huaguo China Railway, which carries the three major concepts of "infrastructure", "state-owned enterprise reform", and "wealth road concept stocks", once again with the help of large funds gathered from various sources, set a new intraday high, When the daily limit price was hit, the market sentiment was brought to a climax again.

Immediately afterwards, at 10:27, the Shanghai stock index recovered all its early diving losses, and then hit a new intraday high.

At 10:29, Huaguo MCC took the lead in sealing the daily limit, and once again became the first large-cap blue-chip stock to strongly seal the daily limit in the entire field of "infrastructure" and "state-owned enterprise reform".

At 10:30, with Huaguo MCC's daily limit, the Shanghai stock index set a new intraday high again, standing at 2130 points.

At 10:32, the gains of the Shenzhen Stock Exchange Index and the ChiNext Index also expanded to 1%, and also recovered all the diving losses in the early trading stage.

So far, with the three major indexes all hitting new intraday highs.

The investment sentiment and long-term sentiment of the two cities have also returned to the high point at the opening of the market again. The trading volume of the two cities can also explode significantly compared with yesterday.

"It actually rose back?" Seeing that the three major market indexes all set new intraday highs, market sentiment and trend patterns have also completely reversed. Magic Capital, Principal Financial Headquarters, the "Future Investment Mixed Selection" product trading room, hesitated before. The undecided fund manager Zhao Zhongming couldn't help being surprised at this moment, sighed helplessly, slapped his thigh hard, and told the trading team leader Yi Xiaopeng, "Xiaopeng, buy, buy... The market has reversed." !"

Hearing the manager's order, Yi Xiaopeng sighed helplessly while instructing the traders in the trading team to buy.

He felt that the market could not go down, it was a bit like a bear trap, but he did not expect it to be so.

Fortunately, it is not too late to pursue positions in an all-round way at this moment. The two main themes of "infrastructure" and "state-owned enterprise reform" are determined, and the space must not be only [-]% or [-]%.

With the follow-up of the main fund products of Principal Financial...

With the passage of market trading time, many public equity funds, private equity funds, and state-owned self-operated investment institutions, especially those main institutions with a very low level of holdings, have also begun to follow after they have confirmed that the market rebound is indeed sustainable. Buy and get back the chips that were sold before.

Similarly, hot money and retail investors.

After seeing that the market has indeed played a continuous profit-making effect, and the two main market trends of "infrastructure" and "state-owned enterprise reform" are getting stronger and stronger, more and more related concept stocks have risen sharply, even daily limit, and the market is also continuing In the case of spreading to other concept fields and concept plates, everyone began to follow up.

Therefore, under the influence of this emotion, when all kinds of buying orders are intertwined and promote each other.

The three major indexes of the Shanghai Stock Exchange Index, Shenzhen Index, and ChiNext Index continued to climb after setting new intraday highs, becoming stronger and stronger.

Until the close at noon, the three major indexes all rose by more than 1.5%, of which the Shanghai Index rose by more than 2.56%, which rebounded the index to a high point and refreshed all the way to 2150 points.

As for the two major areas of 'infrastructure' and 'state-owned enterprise reform', which are the main directions of funds from all walks of life in the market.

Related industry sectors, such as building decoration, building materials, steel, real estate, etc., the industry sector index rose by more than 4%. Among them, Huaguo MCC achieved a double-linked board, and Huaguo China Railway hovered at the daily limit price, crazy After changing hands, core stocks such as Huaguo Construction, Huaguo Communication Construction, Huaguo Baosteel, Wuhan Iron and Steel, and Conch Cement all rose by 5%, continuing yesterday's strong state.

And compared to yesterday, it's not the same...

It is today's 'Shanghai Free Trade Zone' and 'Internet Finance', two core concept sectors that were hyped up last year, and they have also been fully promoted. Among them, 'Shibei High-tech, Shanghai Sanmao, Pudong Construction, Waigao Bridge, Shanghai Steel Union' all closed the daily limit, Shanghai-Hong Kong Group, Huagong International, Shanghai Construction Engineering, High-tech Development, Wanqi Enterprise and other stocks all increased by more than 5%, and the disk funds showed a large inflow state.

Of course, compare the strengths of 'infrastructure', 'state-owned enterprise reform', 'Shanghai Free Trade Zone' and other fields.

"Mobile Internet" and "smartphone industry chain" are two core concept lines covering a popular growth stock in the early stage. Although the index has risen in an all-round way, it has passively become popular, but regardless of the large capital inflow in the market, it is still active. The buying situation is still the weakest in the two cities.

Faced with such a midday closing result, most of the investor groups in the two cities were excited and excited.

"Sure enough, holding shares requires faith!"

"Let me just say, the appearance of Mr. Su's 'Wealth Road' must be a buying point in the market."

"Haha, today's trend is really exciting. After a high dive, and then a full-scale counterattack, I don't know how many people who didn't hold on have been washed away!"

"Hey, I was washed away, and I really didn't make any money!"

"Fortunately, I persevered. I knew that the market would not be able to fall further if President Su increased his positions on a large scale."

"Infrastructure, infrastructure, it really is the strongest infrastructure!"

"The two lines of infrastructure construction and state-owned enterprise reform should be fully developed, right? I feel that there is still a lot of room for the follow-up of these two main lines!"

"Waigaoqiao, Shibei High-tech, Shanghai Steel Union, Shanghai Sanmao, etc., last year's "Shanghai Free Trade Zone" concept old monster stock daily limit, plus Beixin Road and Bridge brought about by the concept of infrastructure and state-owned enterprise reform , Huaguo MCC, Huaguo China Railway and other hot new stocks, today’s hot money and institutions, feel that they are resonating in the market.”

"Indeed, the market in the entire 'infrastructure' field has spread across the board."

"This kind of driving effect has basically explained that the two concepts of 'infrastructure' and 'state-owned enterprise reform' are the main line of the market outlook?"

"Obviously, the market is developing around these two lines."

"Well, judging from the market conditions of these two cities, it is true that the main line has been quite clear, and the levels of leading stocks and popular stocks are basically clear. Follow the line of 'infrastructure' and 'state-owned enterprise reform' to follow suit. It’s easy to do, hey... Finally, I saw a clear opportunity to make money.”

"In this round of market, the Chinese army in the market must be Huaguo China Railway and Huaguo MCC."

"The concept leader, I feel that the three stocks of Beixin Road and Bridge, Shibei High-tech, and Waigaoqiao have a higher probability."

"Huaguo China Railway and Beixin Road Bridge are the blessings of Mr. Su's 'Fortune Road' and 'Fusheng Road' seats, and they are heavily involved. Therefore, the trend and the follow-up effect of various funds are so strong, but Huaguo MCC is so strong. , and today is still stuck in the leading position of Huaguo China Railway, why? I feel that the core capital of this stock is not like Mr. Su!"

"I don't know, Huaguo MCC didn't make it to the Dragon and Tiger list yesterday, so I don't know who is the main attacker."

"Huaguo MCC shouldn't be able to escape the Dragon and Tiger List today, right? Just look at it and you'll know. It's probably not President Su, or the cooperation of large organizations?"

"The market is so exciting in the morning, I don't know how the market will perform in the afternoon?"

"Emotions and funds from all walks of life have already started to follow suit. No surprises, let's go up unilaterally!"

"There shouldn't be much room for growth today, right? The turnover of the two cities exploded to about 580 billion in the morning, which is nearly 15% higher than the half-day turnover yesterday morning. , It takes a long time to ferment, and it is impossible to react so quickly. Therefore, based on the calculation of the turnover in the morning, I am afraid that there will still be insufficient undertakings in the market in the afternoon. I don’t want the index to continue to rise in the afternoon. As long as it can be stabilized, it will be stable until the close. Just do it."

"Indeed, if you don't want to continue to rise sharply, as long as you can stabilize to the close, you will win."

"Hey, I'm out of money, otherwise I'll continue chasing positions in the afternoon. Based on this market trend, two consecutive large-scale positive lines broke through, and Mr. Su's 'Wealth Road' seat returned, and the index rebounded upwards. At least 10% of the space, and individual stocks... especially the leading stocks in this round, there is at least 30% to 50% of the space, buying at this time is really a sure way to make money."

"I hope that the direction of the regulatory authorities, or the direction of the country's macro-control, will bring a few more waves of good news!"

"I'm not looking for benefits, I just want the IPO suspension to be longer, and the regulators should stop sucking blood from the market that doesn't have much active capital."

"Yes, the market can really breathe a sigh of relief by suspending the issuance of new shares. Otherwise... I don't know how long this bear market will continue."

"Before the last big bull market started, the bear market lasted for 4 years, and this round of bear market is probably going to be much longer than the previous round. At least we have to see the loosening of the credit direction, right?"

"Currently, does Yang Ma have a tendency to loosen monetary policy?"

"It's not possible for the time being. The domestic inflation rate is not low. It would be good not to raise interest rates. It is impossible to cut interest rates and loosen credit."

"It seems that the current market can only be treated as a rebound."

"If you don't want a rebound, what else can you call it? A bull market? Don't have illusions, what the hell... Last year, institutions and regulators shouted for a bull market. As a result, the index fell by nearly 30% in a wave, almost hitting a new low. Individual stocks Even in the case of an obvious low position, continue to cut a piece."

"It doesn't matter what kind of market it is, bear market, volatile market, or bull market is not important. Anyway, I only focus on one indicator, that is, the presence and absence of Mr. Su's "Wealth Road" seat, as long as Mr. Su's "Wealth Road" is still on the dragon and tiger list To buy, the fund he manages still maintains a high level of positions, so I will hold the full position and aggressively chase hot spots. If Mr. Su's "Wealth Road" clearly clears positions, as it did in the past few months, it will be considered an institution , The regulators shouted the sky-shattering "bull market", and I also resolutely appeared on the market, and I will never take pictures. What the hell... I didn't follow Mr. Su's "wealth road" in the last round, so I was stuck in the market. The loss is heavy, and now I can't get over it."

"I agree, no matter what the market is, as long as you follow Mr. Su, you will be right!"

Among the extremely excited and intense discussions among many retail investors in the market, the lunch break passed by in a flash.

Immediately afterwards, at 1 o'clock in the afternoon, the two cities resumed normal trading.

I saw that after the emotional fermentation at noon, just after the opening of the market, the active funds in various fields of the two cities, as well as some incremental funds that followed up off the market, further and quickly moved to the "infrastructure", "state-owned enterprise reform", and the "Shanghai Index Free Trade Zone". The big two cities led the influx of conceptual mainline fields, which continued to push up the market prices of these conceptual mainline fields.

With the spread of such extremely high-pitched emotions, and the gradual convergence of the views of many large institutions, they are eager to increase their positions and snatch profits from the rebounding market.

At 1:20, the stock index rose further to 3%, and the index point stood at 2160.

At the same time, in the field of "infrastructure", the construction and decoration industry sector index rose by more than 5%, and the building materials, steel, and real estate industry sector indexes all reached more than 4.5%. Dead limit.

At 1:25, the "state-owned enterprise reform" concept sector, which included hundreds of stocks in the two cities, also rose by nearly 5%, and many of the sector's state-owned backgrounds with both the concept of infrastructure and the concept of the Shanghai Free Trade Zone are small and medium-sized The stock market set off a wave of daily limit. At one time, more than 15 stocks touched the daily limit.

At 1:53, the turnover of the two cities broke through to 800 billion. Compared with yesterday, the volume continued to increase significantly.

At 2:05, the stock index began to weaken after reaching a maximum increase of 3.38%, and showed signs of falling again. At the same time, buying in the two cities also began to shrink.

"The buying has reached its limit again." Observing that the time-sharing volume of the two markets has weakened and the buying has shrunk, Li Meng is a little worried inside Yuhang Investment and the trading room at this moment, "In the last hour of the late trading, the market is afraid There are going to be waves again, and the scene from yesterday is likely to reappear."

Su Yu stared at the big market screen in the trading room, and said: "It's okay, today's market has spread more obviously, the two core concepts of 'infrastructure' and 'state-owned enterprise reform' have been generally recognized by investors in the market , even if the market volume is weak and the market falls back temporarily, it will not change the result of the two main lines leading the market rebound in the future. At the same time, the profit-making effect has been fully realized. Funds will be filled quickly and the market will be pulled back.”

"We now..."

Su Yu paused, then continued with a smile: "You just need to maintain the dynamic balance of the position at the high water mark, maintain the market occasionally, and follow the rebound trend to reap profits along the way."

Following his speech, the index slowly fell under the shrinking buying.

However, just as he expected, when the index slowly fell to around 2% at the midday close at 36:2.75, some funds that were envious of the market's money-making effect and envious of the mainline chips began to trade at this relatively low level. Mid-position bargain hunting intervenes.

With the intervention of these funds, the index gradually rose again in the follow-up.

In the end, when the market closed at 3 o'clock in the afternoon, the Shanghai stock index still closed at an increase of more than 3%, successfully stood at 2160 points, and hit two consecutive large-scale positive lines, which established a strong rebound trend and pattern. Hongdi played the market's money-making effect and investor confidence.

PS: [-] words in two chapters, it shouldn't be too much to count the votes! ! !
(End of this chapter)