The investment era of rebirth

Chapter 387 Short Squeeze Market!

"The long-short sentiment in the market has converged. There shouldn't be too many surprises in the market today, right?"

At 9:25 a.m., inside Yuhang and Yuhang Investment Company, in the trading room, Li Meng observed the overall high market performance and said with a smile: "The two main market lines of 'infrastructure' and 'state-owned enterprise reform' are important to the market. The siphon effect of the main funds is getting stronger and stronger, and I feel...the trend of accelerating the main rise is about to take place!"

"Well, it's almost like this." Su Yu nodded and responded, "The emotional and financial aspects of the two main lines of 'infrastructure' and 'state-owned enterprise reform' have begun to resonate strongly."

"But at the opening of the market, the overall trading volume of the call auction in the two cities may have shrunk compared to yesterday." Hearing what Su Yu and Li Meng said, Wang Can observed the market performance, and said with some concern, "This can show that the emotional side and the Resonance on the capital side? Can it explain that the main upward stage of this round of rebound is coming?"

Su Yu smiled and responded: "After increasing the volume, it is a good thing to shrink the volume. If the market continues to increase volume today, it means that the bargaining chip structure in the market is still unstable and the differences are still huge."

"That's right!" Zhao Lijun continued, "After such a high change of hands yesterday, the relative shrinkage today proves that the new funds from all parties are relatively cautious after getting the chips. Because of everyone's strong confidence in the market outlook, this is why the market sentiment is high, but the market trading volume is actually shrinking. In fact... this should be similar to the hype of individual stocks."

"It's just like the trend of Beixin Road and Bridge, the leading stock with the most attention in the market."

"This check has obviously gone through four phases since it was launched from the bottom."

"The first stage is when it starts, with a daily limit and a large increase in volume. From the K-line chart, the trading volume of Beixin Road and Bridge on that day is almost equivalent to about three times that of the previous day."

"Then, the second stage is after Mr. Su's 'Fusheng Road' seat appears on the Dragon and Tiger List."

"At this stage, due to the rapid rise in the sentiment of investors who are bullish on this stock, a large number of investors holding shares on the market are reluctant to raise funds, and it also leads to the rapid follow-up of funds from all walks of life outside the market. At the same time, it caused the obvious shrinkage of Beixin Road and Bridge at 2 or 3 daily limit."

"After the third board, due to the impact of risk aversion before the festival and the decline in the capital of the entire market, Beixin Road and Bridge encountered great differences in hitting the height of the fourth board, and resumed large-scale shocks. This is the third stage, that is, shrinking. After that...the stage of re-increasing volume."

"Then, in the case of a large increase in volume and a sharp adjustment of the internal bargaining chip structure."

"Because the index broke through the 2200 point mark, due to the recovery of funds after the holiday, and due to the increase in the expectations of the majority of investors for the market outlook, it directly led to a large-scale surge in off-market and off-market follow-ups, and at the same time, the funds held in the market also changed. We have to start prudent raising again, so... the stock price of Beixin Road and Bridge has moved from a large volume to a shrinking phase, which is the second period of main rise after differentiation and adjustment, and it is also the fourth phase I mentioned.”

"There is a strong correlation between the trend of a single stock and the trend of the entire market."

"So, based on the hype path of Beixin Road and Bridge, as well as the changes in quantity and energy, we can predict the entire market, as well as the two core market trends of 'infrastructure' and 'state-owned enterprise reform'."

"Well, not bad!" Su Yu heard Zhao Lijun's analysis, gave him a very appreciative glance, and replied, "The so-called 'one leaf can tell autumn', the overall analysis logic is exactly what Lijun said, Whether it is the market changes of individual stocks, or the main line market, or even the market changes of the entire market, it is not a good phenomenon to blindly follow the rise of volume and price, but also depends on the specific position and emotional changes.”

"En!" Liu Yuan hurriedly responded after Su Yu finished speaking, "Thank you, Master and Senior Brother Zhao, for clarifying the confusion."

"However, with the volume of the two main lines of 'infrastructure' and 'state-owned enterprise reform', if we continue to make rapid breakthroughs and continue to generate more serious capital siphons to the market, then the market differentiation should become more serious. It’s hard to really open it, right?” Zhu Tianyang thought for a while, but still had a lot of doubts in his mind, “And... President Su, if the market continues to maintain the state of stock game, it will be accompanied by the two major problems of 'infrastructure' and 'state-owned enterprise reform'. With the rise of the mainline market, the funds needed to support the two mainline markets will increase exponentially, right?"

"However, looking back at the growth of active funds in the market, I am afraid...even if the two main lines of 'infrastructure' and 'state-owned enterprise reform' continue to siphon active funds from other sectors of the market, it will be difficult to get out of too high a sustainable market."

"So, I think...we still can't be too optimistic."

"Not bad!" Su Yu said after listening to Zhu Tianyang's analysis, "It is foreseeable that as the core market of the two major markets of 'infrastructure' and 'state-owned enterprise reform' continues to advance, the market differentiation effect will definitely become more and more serious. However, as long as the strong profit-making effect on the venue still exists, the incremental funds that are constantly followed up outside the venue can make up for the lack of funds to undertake to a certain extent.”

"Of course, you can't become a big fat man by eating one bite."

"With the continuous accumulation of profit-making orders in the market, the continuous selling of a large number of locked-in stocks accumulated in the early stage, and the valuation and expected space of the main market, the price/performance ratio is gradually lost."

"The potential capacity to undertake funds in these two main lines will definitely decline gradually."

"Until the long-short situation on the disk reverses again."

"It's just that all this happened... With the flow of main funds in the market and the continuous changes in stock prices, there will definitely be obvious signs."

"As long as we stay sober, we don't expect excessive risk and profit."

"When the characteristics of the top of the market are highlighted, it is able to respond in time and make corresponding investment strategies."

"Hmm!" Zhu Tianyang responded, "I just raised some concerns. Didn't President Su also say that when considering where to buy, one should also anticipate the location of the selling point?"

Su Yu smiled and said: "You have analyzed very well. Indeed, the most important thing in a transaction is to stay awake at all times, analyze objectively, and operate objectively."

"If the market does not have a major bearish situation in the future, according to this market sentiment, it is not impossible for the index to break through 2400 points, or even try the pressure of 2500 points." Li Meng took the words and said, "So, for the time being, we can still go ahead optimistic."

With everyone's analysis and discussion...

The short 5 minutes suspension time is fleeting, and the market ushers in the official continuous auction transaction.

I saw that after just 5 minutes of emotional brewing, the market of individual stocks in the two markets has just started to jump, and a large amount of off-market follow-up funds have swarmed in.

Among them, the fields of 'infrastructure' and 'reform of state-owned enterprises' are still the main direction of funds from all walks of life.

Such as Beixin Road and Bridge, Shibei High-tech, Shanghai Sanmao, Yukaifa, Beijiang Communications Construction, Shanghai Construction Engineering, Shanghai Steel Union, etc., after opening higher, after the market opened, many popular concept stocks The stock prices of each stock once again exploded and straightened up, rising sharply like lightning.

At the same time, a number of "infrastructure" such as Huaguo China Railway, Huaguo MCC, Huaguo Construction, Huaguo Communications Construction, Huaguo North Railway, Huaguo South Railway, Gemdale Group, Wuhan Iron and Steel, Huaguo Baosteel, Conch Cement, etc. , "State-owned enterprise reform" popular stocks also began to burst higher in early trading, showing a collective upward trend.

With the overall changes in these stocks, the Shanghai stock index opened 0.67% higher.

After the official opening of the market, its increase also rose sharply, quickly surpassing the 1% increase, and stood at 2280 points.

Immediately afterwards, at 9:33, only 3 minutes after the opening.

Beixin Road and Bridge closed the daily limit again, with a total of 7800 million transactions, a significant reduction compared to yesterday.

At 9:35, after Beixin Road and Bridge successfully sealed the daily limit, the entire concept stocks in the two main areas of 'infrastructure' and 'state-owned enterprise reform' changed more frequently.

At 9:37, real estate, public transportation, architectural decoration, and building materials led the market sector indexes, as well as 'high-speed rail', 'Shanghai Free Trade Zone', 'state-owned enterprise reform', 'commercial real estate development', etc. Several major concept sector indexes rose by more than 2%.

At 9:39, 95% of the hundreds of concept stocks in the fields of 'infrastructure' and 'state-owned enterprise reform' reached the red market.

At 9:43, Shibei High-tech hit the daily limit price and completed the three-link board, becoming the strongest performing main-line concept stock besides the leading stock in the market, Beixin Road and Bridge.

At 9:46, the market spread from the fields of 'infrastructure' and 'state-owned enterprise reform'. A lot of consumer white horse stocks on the main board, such as Midea Electric, Gree Electric, Qianzhou Moutai, Haier and other institutions are heavily invested in 'value investment' Significant changes occurred in concept stocks.

At 9:49, the market further spread to the "growth stocks" field of the small and medium-sized board and the gem.

At 9:51, the Shanghai stock index quickly stood at a 1.5% increase, while the Shenzhen index and the ChiNext index also broke through 1%. The general rise of the two cities has once again formed.

At 9:55, the daily limit of the Shanghai Steel Union, the 'Internet Finance' sector broke out.

At 9:57, Huaguo Petroleum made a change, and the A50 index rose by more than 2%, leading the rise of the important indexes of the two cities.

At 10:01, after a half-hour rapid rise after the opening, the Shanghai stock index reached the 2300 point line, and the profit-making effect of the two markets continued to explode.

However, even if the two cities make money within half an hour of the opening, the effect of making money is strong.

In many unexpected related sectors, such as non-ferrous metals, coal, banking, securities, insurance, military and other conceptual sectors, the performance of related constituent stocks is still sluggish. , still showing an outflow state.

This shows that the two main lines of 'infrastructure' and 'state-owned enterprise reform' have pushed up the market.

Part of the power to take over still comes from the siphoning of funds from weaker sectors of the market.

At the same time, it also shows that the incremental funds in the market are not enough to support a comprehensive market development, and it shows that the current market still has not got rid of the essential market pattern of "stock game".

"Holy shit, refuse to call back, never step back on the 2200 point position."

Seeing that the index hit the 2300 mark in one breath, and the sentiment of the bulls inside and outside the market was completely unanimous. At this moment, someone in the Yuhang hot money group where Su Yu was located couldn't help feeling excited: "Short squeeze, complete short squeeze The market, this wave...should be able to attack with confidence."

"Indeed, today's market performance is really extremely strong."

"2300 points should not constitute a threat of pressure at all. This wave... the index has a high probability of breaking through above 2400 points."

"Don't look at the index, let's talk about how to do individual stocks?"

"Buy whatever you want, no matter what you buy today, you should be able to make money."

"It's a pity that the daily limit of Beixin Road Bridge is too fast. It's too late to wait for the check of the Shanghai Stock Exchange that I followed up yesterday when I get out of the warehouse, and then place an order to buy it."

"After all, the core leaders of the two cities, in this kind of market, the daily limit is basically inevitable."

"Four board heights in a row!"

"Counting the first wave of market prices starting at the bottom, today's daily limit is already the seventh board. As expected... President Su is still bullish. The stocks that are speculated will definitely become monster stocks, without exception."

"Shibei High-tech, Shanghai Steel Union, High-tech Development, Shanghai Construction Engineering, and Yufa Development have also reached their daily limit. Hey... what else can I buy here?"

"Beijiang Communication Construction! Brother Zhao's main stock is obviously expected to have a daily limit today."

"Otherwise, large-cap blue-chip stocks, such as Huaguo MCC and Huaguo Zhongjian, are also good, and China Fortune Land Development, which is heavily owned by Boss Ge, is also fine."

"Forget about the big stocks, let's assist Brother Zhao!"

"Fuck, I was talking about Beijiang Communication Construction just now, but I didn't expect this stock to hit the board in a straight line."

"Damn, I didn't keep up!"

"Is this Brother Zhao Masukura? Is it too violent?"

"Hey, now I can only go to Delong for delivery. It's really... a hesitation, and I haven't caught up with anything!"

"I went directly to the Kumho Group. Although the market value of this check is large, the circulation is very small, and it is also a stock in the 'real estate' field. It is also supported by Mr. Su's concept of holding positions. Although the position is not low now, it should It can still go up."

"Damn it, Gemdale Corporation has reached its daily limit!"

"The real estate sector has led the rise, and real estate is going crazy today!"

"Bought it without a brain, I feel that if I continue to hesitate, I won't be able to drink the soup."

"Explosion, this market is too explosive."

"Haha, it's true... It's been a long time since such a refreshing rebound was born. President Su's current wave is really about to make a lot of money again."

"It's necessary! Look at this market... At a glance, it's full of people carrying sedan chairs for him."

When many hot money tycoons were moved with emotion, and turned to radical Masukura...

Magic City, inside Yinghui Fund, the trading room of two major fund products, 'Yinghui No. 1' and 'Yinghui No. 2'.

Fund managers Liu Guanhai and Shao Xiaoyun looked at such an extremely explosive market, thinking about the opportunity to increase their positions that they missed yesterday, and the large-scale loss of holding chips, they couldn't help but sigh and stomp their feet angrily.

"Mr. Liu, what shall we do now...?"

When Liu Guanhai sighed one after another and his face was very anxious, Yu Lei, the head of the fund trading team, couldn't help but ask.

Liu Guanhai hesitated for a while, thinking about the mistakes he had made before, he couldn't help but gritted his teeth and said, "What can we do? Let's chase after the high position, the market has formed a complete breakthrough trend, and if we wait... it will only get more and more empty. It’s powerful, and it will only become more passive by then.”

When Yu Lei heard Liu Guanhai's words, he also sighed helplessly.

Then, he quickly ordered the traders to quickly pursue the position and continue to complete the strategy of increasing the position that was formulated before.

At the same time, in the other 'Yinghui No. 2' fund trading room, after hesitating for a long time, Shao Xiaoyun reluctantly issued an order to chase the high and get back the bargaining chips sold yesterday. cost.

Similarly, Yuhang, Modu, Yanjing, and various places in Shenzhen.

Many large institutions, especially the fund managers and traders who participated in the offline investment exchange meeting held by "Oriental Fortune" during the May [-]st holiday, and who did not take Su Yu's "bull market theory" seriously, are seeing the momentum of the index at this moment. Ruhong didn't give even a slight pullback to increase its position, and had to follow up at high intraday positions, and helplessly carried the sedan chair for Su Yu, who had a heavy position in the two main areas of 'infrastructure' and 'state-owned enterprise reform'.

(End of this chapter)