The investment era of rebirth

Chapter 394 The leader is stuck, the strong will always be strong!
"Hey, the continuity of Beijiang Communication Construction has come out!"

Seeing that as he ignited and pulled up, Beijiang Communication Construction was out of control, and the market volume exploded again. The stock price rose from around 4% to more than 7%, and there was a tendency to hit the daily limit. Zhou Kan was slightly surprised , obviously a little surprised and said: "Boss, you are really awesome, we really leverage the two major market trends of 'infrastructure' and 'state-owned enterprise reform'."

"I really didn't expect that the stock with the strongest follow-up effect is the stock of Beijiang Communication Construction." Xu Xiang looked at the market trend of the stock of Beijiang Communication Construction, as well as the changes in volume and energy, and his expression was a little surprised, so he hurriedly ordered Zhou Kan, "Since the market has turned around, don't hesitate to hit Beijiang Communications Construction directly to the daily limit! This check... depends on the situation, and it is stuck at Beixin Road Bridge. It is a sign of completing the exchange of high and low new and old leaders."

"Okay!" Zhou Kan continued to respond with a smile.

Then, he ordered the trader to send the check to Beijiang Communication Construction, and directly invested more than 3000 million yuan in funds. In one go, the stock price was directly pushed up to the daily limit position, and then...before they closed the big order, The follow-up funds have already placed orders and rushed to raise funds at a speed of seconds, blocking them in front of them.

So, the next second when the stock price hits the daily limit.

On the board of Beijiang Communication Construction, more than 15 orders emerged to block the buying channel, and the check was firmly sealed on the daily limit board.

Then, with the strong daily limit of Beijiang Communication Construction.

In the entire market, the two major areas of 'infrastructure' and 'state-owned enterprise reform' retreated sharply at the beginning of the session, and a number of popular stocks that plunged sharply were attacked by a huge flow of main buying funds, and the stock prices of each stock rose rapidly Among them, Beixin Road and Bridge encountered a continuous onslaught of tens of thousands of buyers buying large orders. The stock price rebounded to a 5% increase in half a minute, showing obvious signs of "the monster is not dead".

At the same time, with the recovery of these mainline popular stocks.

Other component stocks in the fields of 'infrastructure' and 'state-owned enterprise reform' also began to receive further attacks from follow-up funds from various sources, and the trend rebounded rapidly.

Of course, also at this moment...

The "big financial" sector, which was originally the main line of "infrastructure" and "state-owned enterprise reform", and the other oversold and rebounded straight-line market sectors, are now completely in line with the rapidly rising concepts of "infrastructure" and "state-owned enterprise reform" On the contrary, in the field sector, there are signs of both long sentiment and follow-up funds ebbing.

"This market change is interesting!"

At 10:39 in the morning, Yuhang, Yuhang Investment Company, in the internal fund trading room, Su Yu looked at the changes in the market prices of the two markets on the big market screen, couldn't help but smiled, and said: "Pull the market, close the market in Beijiang Communication Construction, the funds that have reactivated the hype in the two major fields of 'infrastructure' and 'state-owned enterprise reform', the timing of the shot is really precise and amazing!"

"This is the trend of the market, has it returned to the two main lines of 'infrastructure' and 'state-owned enterprise reform'?" Li Meng also noticed the obvious recovery of the two main lines of 'infrastructure' and 'state-owned enterprise reform', and was a little surprised , "The market trend this morning is really a wave of unrest, and another wave!"

Su Yu nodded slightly, and said: "Some of the main funds that think they are smart in the field have not switched between high and low at all, and the market routes of their attacks are scattered, and they cannot gather enough continuous profit-making effects and follow-up funds at all. If you want to maintain the current market, you will naturally turn back to the old road.”

"Actually, if the index wants to continue to break through, no matter in terms of expectations, emotions, and money-making effects... there are only two main areas of 'infrastructure' and 'state-owned enterprise reform' that can support the market. Other main lines field, more or less less interesting."

"After such a turmoil, the market's eyes and funds from various sources have regrouped on the two major market trends of 'infrastructure' and 'state-owned enterprise reform', and continued to pull up the market. It should be much less pressure than the beginning of the market, right? "Li Meng said with a smile, "This violent turmoil is a coincidence, and it has continued the space and vitality of the hype in the two main areas of 'infrastructure' and 'state-owned enterprise reform'."

"Well!" Su Yu responded, "After the violent shock at the beginning of the market, a lot of profit-making backlogs have been sold out before, and it is estimated that a lot of loose lock-ups have also been sold out. On the whole, the bargaining chip structure of these two main lines has been suppressed. With the re-optimization, everyone’s holding costs should have increased significantly, so the upward pressure will naturally ease.”

"Buy it..."

Su Yu paused for a while, and turned back to tell the traders in the trading room: "Put back the small position funds that you sold at the opening of the market. This should be the best buying point in today's session. The market has completed shock adjustments. , If there is no major negative impact on the news at noon, the index and the market will probably continue to develop in this situation."

"Okay!" All the traders responded, adding back to the positions that were sold at the beginning of the day.

At the same time, Gong Tiancheng, the fund manager of Yanjing and Chenghua Public Fund Company, the main fund trading room, saw that the market was clearly moving towards the fields of 'infrastructure' and 'state-owned enterprise reform', and couldn't help but patted the table with an ugly expression. Regretfully said: "I really didn't expect that the market could turn back. It seems that there is really no expectation for the line of 'big finance'. Hey... the adjustment of positions is too urgent!"

When the market opened, I saw that the market trends in the two main areas of 'infrastructure' and 'state-owned enterprise reform' were not right.

And the field of 'big finance' obviously has big funds to make the market.

Therefore, he immediately ordered the traders to sell a lot of holding chips in the two major market dives of 'infrastructure' and 'state-owned enterprise reform', and transferred to the field of 'big finance'. Unexpectedly... It's not even noon yet, and the market trend has begun to converge on the fields of "infrastructure" and "state-owned enterprise reform". At the same time, he has just completed a large number of stocks in the securities sector, and the market trend has shown signs of fatigue , Active buying funds following the trend, and their stock prices are in full decline.

This time, he not only lost a lot of high-quality bargaining chips in the fields of "infrastructure" and "state-owned enterprise reform".

There is a high probability that the newly added bargaining chips will be trapped.

The losses that came and went made him so angry that he cursed his mother, and at the same time... he also deeply regretted his failed operation.

"Manager, I don't think it's a big mistake for us to adjust positions like this?" Hearing Gong Tiancheng's emotion, Zhou Qiang, the fund manager assistant at the side, responded, "Securities are the pioneer market sector of the bull market. I think if the market can really continue to break through, If it stands above 2500 points, there must be a big market in the brokerage sector."

"You also said yes." Gong Tiancheng sighed, "Looking at the evolution of this market, it is obvious that apart from the two main areas of 'infrastructure' and 'state-owned enterprise reform', market breakthroughs in other directions will not attract the majority of market investment at all. The unanimous approval of the investor group, coupled with the breakthrough in market volume, is obviously lower than expected. It is even more difficult to produce a comprehensive market. I don’t believe that the “infrastructure” and “state-owned Reform' two main lines of market conditions can really raise the index to 2500 points and start a comprehensive bull market."

"Then we now..." Zhou Qiang said, "It's too late to switch."

Gong Tiancheng said helplessly: "Forget it, forget it, just treat it as being washed out. At this time...it's meaningless to chase after it. The two main lines of 'infrastructure' and 'state-owned enterprise reform' have come to this point." It is already a feast for shareholders, and those who continue to follow suit outside the market may not necessarily be able to make money."

As the two talked...

The same moment, the same similar scene, is happening in many domestic asset management institutions.

Everyone thinks that the good release at a high level will inevitably cause great selling pressure on the fields of "infrastructure" and "state-owned enterprise reform" at the core of the market, and the market is under the adjustment of the two main lines of "infrastructure" and "state-owned enterprise reform , It is bound to form a new market switch.

However, these smart big money players guessed the beginning, but did not guess the result.

I didn't expect that the market changes I led could not gather enough long-term sentiment and follow-up funds in the market, and could not form a real market synergy. Instead, I lost a lot of bargaining chips. Follow up the operation of the main line market.

In this ever-changing, ebb and flow market conversion.

At 11:30 in the morning, when the two cities ushered in the closing time at noon, the Shanghai stock index remained at around 2400 points, up 0.88%, which was basically the same as the increase at the opening. They rose by 0.53% and 0.42% respectively.

In addition to the index performance, the half-day turnover of the two cities reached 732.33 billion.

Compared with last week, it has further increased in volume.

As for the market, the two main lines of 'infrastructure' and 'state-owned enterprise reform', as well as the main line of 'growth stocks' in the direction of the small and medium-sized boards and the gem, have gone through a huge and volatile deep V trend. When the market closed, the gains basically rebounded to the opening position.

And the "big financial" field, which once performed fiercely, and its many weak plate fields that have oversold and rebounded in the market.

However, the two main concept areas of "infrastructure" and "state-owned enterprise reform" have taken a completely opposite trend.

For example, the most prominent "securities" sector once rose 2.37% during the session, but at the close of the noon, as the market in the sectors of "infrastructure" and "state-owned enterprise reform" picked up, as the popular main line market siphoned active funds in the market, securities The growth rate of the sector has fallen back to 0.73%. From the state of significantly outperforming the market index and the major capital inflows in the sector, it has returned to the state of underperforming the market index and the main funds in the sector have flowed out again. funds and investor groups.

In terms of individual stocks, individual stocks in the field of "big finance", such as Huaxin Securities, Huashang Securities, Huatong Securities, Bank of Communications, Huashang Bank and other heavyweight financial stocks, have stepped out of a large-scale "pulse fluctuation" trend. , Coal, and other core constituent stocks in weak sectors, the trend is also relatively similar to that of stocks in the large financial sector.

Stocks in the field of 'infrastructure', 'state-owned enterprise reform', and stocks in the field of 'conceptual growth stocks' are basically opposite to those in the financial sector. They have shown a trend of rising again after a sharp dive and shock. Among them... related popular sentiment Stocks, after the discrepancies in the disk trend and turned into consistency again, went quite strongly.

For example, Beijiang Communication Construction directly closed the board strongly, hitting a new high in the rebound; although Beixin Road and Bridge failed to close the daily limit when the market closed at noon, it also closed with a 7.35% increase, showing a strong and volatile attitude; Shibei High-tech , Shanghai Sanmao, Shanghai Steel Union, Oriental Fortune, LeTV and other popular stocks have also returned to their positions at the beginning of the session and continued their strong rebound.

And the core weight of "infrastructure" and "state-owned enterprise reform" such as Huaguo China Construction, Huaguo MCC, Huaguo Communications Construction, Huaguo Railway Construction, Huaguo CNR, Huaguo CSR, Gemdale Group, China Fortune... Although the trend of large-cap stocks is slightly worse than that of small and medium-cap concept stocks, they are still strong, and the upward rebound trend has not changed.

Faced with such a midday closing result...

There are a large number of investor groups in the entire market, some are excited and excited, some are sighing, some are angry and scolding their mothers, some are lucky and sigh, and so on.

After all, there was a sudden change in the market in the morning, as well as the interweaving and conversion of various mainline market conditions.

As a result, many investor groups lost their bargaining chips, and at the same time, a large number of investor groups made mistakes in adjusting their positions and following the trend, and were temporarily trapped in stocks in the weak market with pulse fluctuations.

"What the hell, it's making money again but not making money."

"Hey, at 10 o'clock, I sold Beixin Road Bridge and bought Guangda Securities. I thought my operation was supernatural, but when I checked the market at noon, what the hell, I was blind. I didn't see it at all. It can be said that the operation is as fierce as a tiger, and the result is two hundred and five, and I am so depressed!"

"Indeed, it's better not to watch the tape."

"You can still make money without watching the market, but you're busy working... In the end, not only did you not make money, but you also lost a lot."

"The two main themes of 'infrastructure' and 'state-owned enterprise reform' fluctuated so violently this morning, it really has washed out countless floating chips!"

"It's good to wash it, and it can continue to rise after it is cleaned."

"It's like keeping a widow. It's true. Today, I was almost scared to death. Fortunately, I held back."

"The amplitude of Beijiang Jiaotong Construction and Beixin Road Bridge is really amazing. I almost thought the market was over, but I didn't expect it to go up again in the end."

"The dragon's head can't be destroyed, and the big monster can't die! For the holding of the dragon's head, you really have to have faith."

"It is true that you must have faith to hold the bargaining chip!"

"It's estimated that Mr. Su is still locked up today. What the hell... Beixin Road Bridge and Beijiang Communication Construction are such a good opportunity, I really shouldn't be cowardly."

"That's right, after 10 o'clock, there are really opportunities everywhere."

"At that time, Beixin Road Bridge and Beijiang Communication Construction had bought the bottom, and they already had 10 points of profit in their hands. Hey...why did you lose your mind?"

"I feel that the two major market trends of 'infrastructure' and 'state-owned enterprise reform' in the afternoon are about to accelerate again."

"Beixin Road and Bridge will have a daily limit in the afternoon, right? It feels like the market for this leading stock is obviously not over yet."

"There is a high probability that the daily limit will be raised, but this check feels a bit like being the leader of Beijiang Communication Construction today. The moment when the two main lines of 'infrastructure' and 'state-owned enterprise reform' pick up after 10 o'clock, it is completely Beijiang. The strong daily limit of the check of CCCC was driven by it.”

"I also feel that Beijiang Communications Construction is showing signs of getting stuck today."

"I hope that both checks can rise, so that the market in the two main areas of 'infrastructure' and 'state-owned enterprise reform' will be further deepened, and everyone will be able to earn more."

"This morning's market trend can be regarded as quite explosive, right?"

"It must be very explosive. Who would have thought of this trend and the closing result?"

"To be honest, today's market trend is really not suitable for watching the market. The more you watch the market, the more serious your fear will be. Hey... trading operations, you really can't be guided by emotions. Such a big profit on Friday is already It is expected that the market will rise sharply today, but when the opportunity comes, it is actually timid."

"I was cowardly in the morning, but in the afternoon I can only chase higher."

"Indeed, one step at a time, one step at a time. Looking at the situation, the index has stabilized at 2400 points."

"As long as the two major market trends of 'infrastructure' and 'state-owned enterprise reform' can continue, I'm really optimistic that this wave of indexes will surge above 2500 points."

"It will definitely go up to 2500 points. After all, today's turbulence has made the disk much cleaner, and the upward pressure is not so great."

"Hey, securities is the god pit today."

"It's not once or twice that the securities god pit, I feel that the 'big financial' sector, before the market turnover is less than 2000 billion, it is impossible to produce a big market, so no matter how the main force pulls this field, insist on It’s fine if you don’t follow the trend, and you won’t lose money.”

"I'm also stupid. I don't know why, so I followed up with securities."

"Isn't it said that securities is the pioneer sector for the start of the bull market? Why is it so pitted? It's really just one follow-up, one loss, and the cut is desperate."

"Laughing, the vanguard section of the bull market is just a slogan shouted by the main force, it's just a lie. Follow President Su's direction of holding positions."

"Yes, in this market, only Mr. Su is the real bright light."

"After the index and individual stocks fluctuated, they recovered. This is a sign that the bargaining chip structure has changed from differentiation to consistency. Depending on the situation...the market will most likely accelerate its rise in the afternoon."

"Inevitably, although the market fluctuates violently, the index is around 2400 points, and it has not encountered too strong resistance at all. I am optimistic that the market will continue to break through in the afternoon, but it is a pity that the position is already full. Otherwise, this position... I must continue to increase the position .”

"As the index continues to break through, the market must still revolve around the two main lines of 'infrastructure' and 'state-owned enterprise reform'."

"There should be no doubt about it. After all, judging from the turbulent trend this morning, the other main-line concept sectors simply cannot take on the task of leading the index to break through."

In the heated discussion among many market investor groups, they all imagined the market in the afternoon.

Once in the market change in the morning, the bullish sentiment in the market, which was disturbed, began to recover strongly during the short lunch break, and the unanimous bullish situation was formed again, and the potential investors outside the market were gearing up and holding funds , More and more investors are preparing to enter the market and rush into the market.

Under this emotional interpretation and transformation, the time quickly swiped to 1:[-] p.m.

The two cities ushered in the second half of continuous bidding transactions.

I saw that just after the opening of the market, in the morning market, the main concept stocks of "infrastructure" and "state-owned enterprise reform", as well as core weight stocks that showed a strong state, have encountered further attacks from follow-up funds from various quarters. Go stronger and stronger.

At 1:30 p.m., the core concept sector index of the two cities, 'state-owned enterprise reform', rose by more than 3%. More than 30 stocks in the sector rose by more than 5%. Relevant small and medium-cap concept stocks have completely shown a trend of daily limit tide.

At 1:50, real estate, high-speed rail, public transportation, building materials, architectural decoration, cement, steel, Shanghai Free Trade Zone, Internet finance... all the popular concept sectors in the early stage all accelerated their rise, and the stock index rose by more than 1.5%. , Standing above the 2410 point, the Shenzhen Stock Exchange Index and the ChiNext Index also rose by more than 1%, and the turnover of the two cities hit the 1000 billion mark.

At 2:20, the market conditions centered on "infrastructure" and "state-owned enterprise reform" began to diverge again. Nearly 2000 stocks in the two cities, except for the suspended stocks, 93% of the stocks achieved red listings, and all concept sectors, The industry sector also showed a trend of no decline, and the overall profit-making effect of the market continued to climb.

At 2:45, the stock index surpassed the 2% increase and stood at the 2420 point mark. At the same time, the turnover of the two cities hit a new high for this round of rebound, touching the 1200 billion mark.

At 2:50, when the time entered the last 10 minutes of late trading, a large number of small and medium-cap concept stocks in the fields of "infrastructure" and "state-owned enterprise reform" all set off a trend of daily limit, and the profit-making effect reached the extreme. Among them, Beixin Road and Bridge had no intention The daily limit board was re-sealed in other places, realizing the trend of seven consecutive boards, further opening up the height of market speculation.

Finally, at 3 o'clock in the afternoon, the two cities ushered in the closing time.

The Shanghai Designated Index was at 2429.33 points, up 2.11%. The Shenzhen Index and the ChiNext Index rose 1.73% and 1.62% respectively. The total turnover of the two cities was 1308.49 billion. Lianyang's tyrannical trend record.

(End of this chapter)