The investment era of rebirth

Chapter 389 Continuing the short squeeze, the market has five consecutive suns!

In addition to the index, the industry sectors and concept sectors of the two cities.

I saw that the industry sectors and concept sectors in the two main areas of 'infrastructure' and 'state-owned enterprise reform' still led the rise in the two cities. Among them, the two concept sectors of 'real estate' and 'public transportation' set off a wave of daily limit, and the constituent stocks of the sector , a total of nearly 20 stocks with a daily limit; in addition to 'infrastructure' and 'state-owned enterprise reform', 'Internet finance', '4G', 'electronic information', etc. are biased towards the "growth stocks" route of the small and medium-sized board and the gem The concept sector also performed quite well, outperforming the market index by a large margin.

As for individual stocks...

The stocks with the strongest profit-making effect are still in the fields of 'infrastructure' and 'state-owned enterprise reform'.

Among them, the core popular stocks, Beixin Road and Bridge continued to limit their daily limit and sealed four daily limit boards in a row, which continued to refresh the height of the hype space for concept stocks in the market; Shibei High-tech and Shanghai Sanmao also closed their third consecutive daily limit board, which can be regarded as the core of the market The second echelon of hype; Yukai Development and Beijiang Communication Construction, as the rising stars of the main lines of "infrastructure" and "state-owned enterprise reform", still closed at the daily limit, showing an extremely strong trend.

Of course, in addition to the popular stocks of 'infrastructure' and 'state-owned enterprise reform'.

Many oversold stocks today, especially the "growth stocks" in the direction of the small and medium-sized boards and the ChiNext, have also concentrated on a wave of relatively intense profit-making effects, such as Netspeed Technology, LeTV, Oriental Fortune, Huayi Brothers, etc. The weighted constituent stocks all rose by more than 5% at the closing price, and many stocks in the field of "Internet Finance", Huake Financial, Shanghai Steel Union, Jinzheng, Changliang Technology, etc., all blocked their daily limit.

However, under the generally quite hot money-making effect in the entire market, there are still some unsatisfactory performances.

For example, the overall performance of the industry is sluggish, lacks expectations, and there are few major funds to take care of in fields such as 'military industry', 'non-ferrous metals', 'coal', 'banking', 'insurance', 'securities', and their constituent stocks in the sector. Not only did it continue to significantly underperform the gains of the broader market index today, but also the performance of the main funds on the disk of most constituent stocks still showed a state of continuous outflow.

Among them, Hongdu Airlines, which once hit the daily limit position yesterday, even fell to the limit today, and finally closed down sharply by 7.33%, ranking among the top decliners in the two cities; there are also several "coal" industry stocks such as Shenhua Coal and Pingmei Energy. It also hit a new low in the history of stock prices in 4 years.

Faced with this fiery, but also quite obvious closing result.

Among the investor groups in the entire market, the vast majority of investors remain optimistic and excited, while a small number of investors still sigh, earning only the index but not making money, while a very small number of investors still maintain a cautious attitude. Attitude, that the index in this situation of differentiation, there will not be too much space.

"Today's trend is really beautiful. Now that the stock index has successfully reached 2300 points, I feel that this wave...under the leadership of the two core lines of 'infrastructure' and 'state-owned enterprise reform', the stock index can really stand at 2500 points. Boundary, start a big bull market!"

Amidst the heated discussions after market hours, some investors had optimistic imaginations.

"It's hard to say, I feel that the differences are still quite large. The sectors such as 'military industry, non-ferrous metals, coal, banking, insurance, securities' are still motionless, and there is no overall upward trend at all. With the two main lines of state-owned enterprise reform', I think it is quite difficult to drive the entire market to cross the 2500-point bull-bear line."

"Hey, don't talk about it, it really feels like earning an index and not making money."

"A lot of stocks underperformed the market today, right? I feel that apart from the two core stocks of 'infrastructure' and 'state-owned enterprise reform', there are not many other sectors that sell the market index."

"Although today's market is still showing signs of differentiation, it is much better than yesterday, right?"

"The development of each round of the market diverges from the part to the whole. Looking at the two waves of obvious rebounds last year, which one did not have a change from the part to the whole? The strong stocks rose first, and the weak stocks rose later. Sooner or later It's your turn, at this time... the most important thing is to strengthen your confidence in holding shares, so as not to be washed out."

"Yes, don't talk about the bull market, there must be a rebound in the market."

"According to the performance of the two main lines of 'infrastructure' and 'state-owned enterprise reform' before and after the holiday, it is estimated that there is still a lot of room for improvement."

"There's definitely room, there's no question about that."

"Judging from the K-line trend of many popular stocks on the two main lines of 'infrastructure' and 'state-owned enterprise reform', these stocks have just broken through the suppression of all moving averages at their current positions, and have just completely stepped out of the bottom shock range. There is not only room for follow-up, And not too small."

"I also feel that the main market of this wave of 'infrastructure' and 'state-owned enterprise reform' is different from the past."

"It must be different. The number of stocks covered by these two main lines, the overall stock market value, and the driving effect on the entire market are all incomparable to the concept hype market dominated by hot money before."

"Yes, yes, this market is dominated by large institutions, not hot money."

"The main funds of large institutions not only have much larger funds than hot money, but also their hype style and investment style are completely different from hot money. I feel that this wave...enters the fields of 'infrastructure' and 'state-owned enterprise reform' , are long-term funds such as large institutions, and these two main market trends are by no means a short-term conceptual hype market, and are very likely to be a trending investment market that will run through the entire year."

"In the direction of market news, the positive direction of 'state-owned enterprise reform' will continue to emerge, right?"

"Well, yes, in the last week, there have been as many as 12 new concept stocks of 'state-owned enterprise reform' that have been suspended."

"'Deepening reform' is originally a macro direction!"

"I can't analyze well, but I know that these big funds that are rushing to raise funds in the market are definitely not stupid. They are so rushing to raise money, it must be in this direction, there are good things, and there is a market."

"There must be a market, otherwise President Su will gamble tens of billions of money in this field?"

"Speaking of which, Mr. Su is really courageous."

"Today, President Su took advantage of the 'Fusheng Road' seat to intervene heavily in Beixin Road and Bridge, and the daily limit is up again. It's four consecutive boards! The trend is really strong."

"The leaders of the two cities, I feel that the check from Beixin Road and Bridge has a high probability of being doubled."

"Sure enough, it is the strong Hengqiang. Hey... I have been reading this check for several days, and I noticed it before the holiday. I have never dared to buy it. I am afraid that once I buy it, it will be called back."

"It's hard work to be afraid of heights. The more you dare not buy it, the more it will skyrocket."

"In fact, such leading stocks in the two cities are the safest stocks in the market under the support of extreme liquidity and long-term sentiment. After all, only when they open up the space for market speculation can other stocks continue to rise unscrupulously. , this is called the 'leading effect'."

"If you are afraid of heights, you really can't do short-term."

"It's relatively safe. I think it's better to buy a group of core stocks such as 'Huaguo MCC, Huaguo China Railway, and Huaguo Construction'. These stocks also belong to the popular leading stocks in the fields of 'infrastructure' and 'state-owned enterprise reform', and the same With the support of President Su's seat, it means that the market is big and the rise may be slower."

"Trend stocks are the favorites of big financial institutions. I think we retail investors should take advantage of the advantages of small capital and easy entry and exit, and directly become the leader. This is the best way to invest."

"No matter which way, I think as long as you do it in the right direction, it shouldn't be a big problem."

"Yes, as long as we stick to the two core themes of 'infrastructure' and 'state-owned enterprise reform', we should be able to make money."

"The premise is that Mr. Su has always locked positions. The investment logic and expectations of the two main lines of 'infrastructure' and 'state-owned enterprise reform' have always been recognized by the main funds of all parties. Everyone has the same expected direction. Only these two main lines can continue to rise. Right? Only then will it be possible to completely reverse the market investment sentiment, completely transform the local market into a comprehensive market, and lead the index to break through to a higher position."

"Boss Su probably didn't leave the warehouse so quickly, did he?"

"It's definitely not so fast. At least judging by the turnover of the check at Beixinluqiao today, Mr. Su must not have issued it."

"The Shanghai stock index has reached the upper edge of the Bollinger track. If it continues to break through, the new space will come out completely."

"Today, the stock index broke through 2300 points, and there is no difficulty at all. Looking at the situation...the index continues to rise, there is no doubt at all."

"Let's just look at the Dragon and Tiger Rankings!"

"If Mr. Su continues to lock up positions, and the main force of big funds on the entire dragon and tiger list continues to have a net inflow, then tomorrow I will continue to increase positions and fill up positions directly."

"Haha... Believe me, Boss Su will definitely continue to lock the position."

"I'm already fully booked today. In this wave, the index is less than 2500 points, so I will never get off."

"I believe that Mr. Su will not smash the market at this time, so the moment the market opened today, he chased Beixin Road and Bridge. I hope this wave can make a lot of money and recover the losses at the beginning of the year."

Amidst the heated discussions, the time quickly moved to 5:30 pm.

At this time, the dragon and tiger lists of the two cities were announced.

I saw that a total of 28 stocks from the two cities were on the list, exceeding the number of stocks on the list yesterday. At the same time... as everyone expected, Su Yu's two seats of "Wealth Road" and "Fusheng Road" continued to be invisible. It appears on the trading seat of any stock, and according to the trading data disclosed by the entire Dragon and Tiger list, overall, large funds still show a trend of net inflow, which shows that in the current market position, the main funds are still optimistic , the popular stocks on the list, and the internal bargaining chip structure are still being continuously optimized.

"Sure enough, Mr. Su continued to lock the position."

Seeing the data released by the Dragon and Tiger List, the retail investors who had been discussing fiercely before became more emotional.

"I didn't say it, Beixin Road Bridge will definitely continue to rise tomorrow."

"Hey, I shouldn't hesitate today, I missed a lot of opportunities!"

"Let's just say that Boss Su will definitely not screw up at this stage, haha... Sure enough, following the trend of Boss Su is the best investment method to make money. This wave, on the Beixin Road Bridge, made almost 50% of the profit. "

"50% profit, awesome!"

"What's so great about this? Look at the rise of related concept stocks after Mr. Su's intervention, whether it's the small and medium-cap stocks of Beixin Road and Bridge, or the popular stocks such as Huaguo MCC, Huaguo China Construction, China Fortune Land Development, and Kumho Group." Large-cap stocks have basically risen by around 30% to 50%.”

"This market is like this. Everyone can only earn the money they know. In fact... after Mr. Su intervened in the two main areas of 'infrastructure' and 'state-owned enterprise reform', especially with the pre-holiday 'Yuhang 1 With the announcement of the holdings of the two funds, 'Yuhang No. 2' and 'Yuhang No. [-]', the wealth code is already clearly placed in front of everyone."

"Hey, I know I know, but I'm just hesitant. I always feel that there are many popular stocks that are about to pull back at any time."

"However, stepping into the air is more uncomfortable than a quilt."

"It's true. When I lost money and was trapped, I was very calm in my heart, but this continued to be empty, and the stock index continued to rise. I really felt that I missed a hundred million, and I was so anxious."

"At this time, I have no chips in my hand, so I really panic."

"Hey, I have been looking at it for many days in a row. The stock price I like, the more I look at it, the higher the stock price."

"I can't wait any longer. Looking at the situation, the stock index cannot stop if it is below 2500 points. What the hell... You have to buy it if you chase higher tomorrow. At this time, it is really not wise to take a light position."

"Looking at the development trend of the index, it is a bit like the 530 market in the past!"

"Yes, yes, I was really impressed when I said it. In the market of 530 that year, the stock index also suddenly rose continuously at the bottom, and never looked back. This started a round of bull market."

"Won't the bull market really start here?"

"Fuck, stop talking, the more you talk, the more you panic, I don't have a position!"

"I saw that the situation was wrong yesterday, and I reduced my position significantly. Today, the index opened higher and moved higher. I didn't wait for the right price, and I didn't have time to add it back. Now... I really regret it."

"I hope that the market will not open too much higher tomorrow, and give a better buying opportunity."

"I lightened my position today, looking at it now... I'm really stupid!"

"Hey, seeing you discussing so enthusiastically, I also feel as if the bull market is coming. I had already cleared my positions at the beginning of the year, and I vowed not to trade in stocks again. Now... it seems that I am going to relapse. I will ask my wife to get some pocket money at night, and I will re-enter the market tomorrow. !"

After the announcement of the Dragon and Tiger List, amidst the louder discussions among the majority of investors in the entire market, the bullish sentiment further fermented and spread. From the stock market investor group, it spreads to the off-market investor group who have been heartbroken by the stock market before and have long been silent, or have liquidated their positions and withdrawn from the stock market.

And with this sentiment and the voice of bulls, it spread to the off-market investor group.

These over-the-counter investor groups who had lost confidence in the stock market, after paying attention to the continuous profit-making effect of the market re-gathering, also began to be moved one after another, and their confidence in the stock market and stocks was rekindled, and among them A small number of investors are even more irresistible planning to re-enter the market.

Of course, when the market continues to make money, it will quickly affect these silent investor groups.

Many potential investors who have never been in contact with the stock market before and who are relatively unfamiliar with stocks have temporarily focused their attention on the stock market, looking at this relatively unfamiliar, but seemingly It is also an area of ​​financial markets that can make money easily.

Similarly, the continuous money-making effect, and the trend of the index breaking through from around 2000 points without stopping at one breath, and basically no obstacles, directly breaking through to 2300 points, also quickly inspired many people who were previously disappointed with the stock market. The attention of asset management and investment institutions that have reduced the weight of stock holdings has made these asset management institutions with few stock positions, or basically no stock positions, have an urgent desire to increase their positions.

At the same time, there are many private capital gathered outside the market in the name of financial management.

For example, the emerging "Internet financial platform" wealth management capital has gradually turned its attention to this field under the continuous profit-making effect of the financial market. enter the market at any time.

In general……

With Su Yu's 100 billion capital scale and his own influence, he opened the curtain of the two main lines of "infrastructure" and "state-owned enterprise reform", guiding the market sentiment and the main funds in various venues, working together After making the market, playing a continuous profit-making effect on the market, bringing the index to 2300 points, and completely breaking through the stubborn shock box range from 2000 points to 2200 points, the entire investment environment and long-short patterns on and off the market are undergoing obvious changes. The chemical reaction, the potential strength of bulls and the amount of incremental funds are all changing geometrically with the increase in sentiment of bulls.

Of course, I noticed this change in long-short sentiment, as well as the obvious sudden change in the funds on and off the market.

as market regulators.

Under the tremendous task pressure, the new leader also showed obvious excitement and joy at this moment. On the one hand, he urged various regulatory departments to step up the introduction of market-related benefits, and continued to stimulate the bullish sentiment that was finally reversed. Restart the IPO issuance channel in a timely manner, re-open the direct financing function of the market, solve the problem of "listing barrier lake", and let the stock market better play the role of "macroeconomic catalyst".

Of course, it is about the deployment of some work strategies within the market supervision layer.

It is impossible for the on-market and off-market investor groups who are currently excited, as well as the various asset management institutional groups who smell "making money" and are preparing to increase their positions and re-increase the weight of their stock holdings. It is impossible to know at this moment. Still excited, and looking forward to the market outlook with considerable optimism, looking forward to the market opening tomorrow.

In this relatively optimistic mood surge, as well as the rapid changes in the on-site and off-site funds.

Also in the evening, the US stock market fluctuated higher again, maintaining a relatively strong performance.

On the second day, May 5th, Wednesday, the market opened for trading again.

I saw that after a relatively intense 10-minute call auction transaction, the Shanghai stock index continued to open higher, and at the same time, the core leading stocks in the two cities, Beixin Road and Bridge, showed a trend of shrinking daily limit.

Then, the official opening at 9:30.

After a brief shock, the stock index continued to break through under the continued strength of the two main lines of "infrastructure" and "state-owned enterprise reform". However, within 12 minutes, it refreshed yesterday's intraday high and refreshed this round of rebound to a new high of 2320 points Bit above, reproduce the short squeeze market.

Immediately afterwards, at 10:100 in the morning, more than [-] concept stocks in the entire "state-owned enterprise reform" sector were once again chased and favored by funds from all sides. With the rapid inflow of countless main funds, the relevant constituent stocks also once again set off a wave of daily limit , Among them, Huaguo Railway Construction came from behind, and under the strong buying of hundreds of millions of funds, it went straight to the daily limit.

At 11 o'clock in the morning, the market in the two cities once again diverged from the fields of "infrastructure" and "state-owned enterprise reform" to the field of oversold low-end stocks in the whole market. Among them, the concept of "liquor" in the consumer field rebounded sharply. The core stocks Qianzhou Moutai and Luzhou Laojiao, Jincheng Fenjiu, etc. all rose by more than 3%.

At 11:30 in the morning, the two cities closed at noon.

The Shanghai Index closed at 2331.88 points, up more than 1%. The Shenzhen Stock Exchange Index and the Growth Enterprise Market Index also approached 1%. With the index rising, the bargaining chip structure on the market remained stable.

After the market closed at noon, the market investment sentiment continued to ferment.

Paying attention to the stock market, the voice of increasing positions on and off the market, whether it is among the institutional group, the hot money group, or the general retail investor group, is getting higher and higher.

In this situation where the bullish sentiment is getting higher and higher, and the bullish market outlook expectations have basically converged.

Time to reach the afternoon trading session.

The Shanghai Stock Exchange Index, Shenzhen Stock Exchange Index, and ChiNext Index all showed a trend of accelerating breakthroughs for a while.

At 1:30, the Shanghai stock index went up all the way, refreshing the intraday high to 2340 points. The Shenzhen index and the ChiNext index rose by 1.2%. The chain' two main line fields once again ushered in a strong buying attack, and almost all related popular stocks in this field ushered in a big rise.

At 2:10, the stock index rose by more than 2%, and the Shenzhen index and ChiNext index rose by more than 1.5%.

At 2:40, there were nearly 2000 stocks in the two cities, and the number of red stocks reached more than 92% again. Among them, the number of daily limit stocks broke through to more than 60.

Finally, the market closed at 3 o'clock in the afternoon.

The Shanghai Designated Index rose by 2.11%, closing at 2351.77 points; the Shenzhen Stock Exchange Index and the Growth Enterprise Market Index rose by 1.73% and 1.82%. Gradually spread to the general market.

Of course, in this market situation.

In the two main areas of 'infrastructure' and 'state-owned enterprise reform', the spread and acceleration of the market is more obvious.

I saw the concept sector index of 'state-owned enterprise reform' soared 4.88%, leading the gains in the two cities. Related sub-concept sectors, such as the concept sector of 'state-owned enterprise reform', have intersections of 'Shanghai Free Trade Zone' and 'real estate development ', 'Building materials', 'Architectural decoration', 'High-speed rail', 'Public transportation', 'Petrochemical oil and gas' and other sectors also performed quite well, outperforming the broader market index by a large margin.

(End of this chapter)