The investment era of rebirth

Chapter 396 Extreme Emotions, Outstanding Selling Points!
"The Shanghai index has eight consecutive suns, and the Beixin Road Bridge has seven consecutive boards. In the days after the May Day this year, it is really lying down and making money!"

In the midst of the bullish sentiment in the entire market, on the Internet stock forums, among the retail investor groups discussed, some people were excited: "The losses at the beginning of the year have all been made up in the week or so after the festival, haha... I feel In this wave, the index will definitely reach 2500 points, and the bull market is really here!"

"Indeed, during the period after May Day, there is really a bursting trend."

"Fortunately, I held the bargaining chip today. Sure enough, in the bull market, all the shocks and retracements are wash-ups. Now the market trend is showing more and more signs of this."

"Under the continuous big market, only by maintaining a firm holding of shares can we maximize profits in the market."

"The two core lines of 'infrastructure' and 'state-owned enterprise reform' are definitely the biggest market lines this year. I feel that the leading stock of Beixin Road and Bridge is very likely to have five times or ten times the space!"

"Haha, I re-entered the arena with trepidation, but I didn't expect that once I entered the arena, I would make a lot of money for several days in a row."

"Big A has really stood up recently!"

"In the recent period, compared with the external market trends, A shares are indeed thriving!"

"U.S. stocks have risen a year ahead of schedule, should we catch up?"

"I feel that the confidence of the market has completely returned. On our forum, there are many more people chatting than last month, or a few days ago."

"With the continuous money-making effect in the market, confidence will slowly come back!"

"Hey, indeed, even me, a pessimist, has begun to believe in the bull market after seeing the momentum of the eight consecutive suns in the market."

"It doesn't matter what kind of market it is, as long as it can make money!"

"Recently, the index has really risen sharply, but it seems that the turnover of the two cities has not increased much. Now it is only about 1300 billion."

"1300 billion is quite a lot. Looking at the previous market downturn, how much was the turnover?"

"Yes, before the turnover of the two cities fell to the 500 billion range, but now the turnover has more than doubled compared to the previous one or two months. Is this still small?"

"On the whole, the market is in a trend of rising volume and price."

"The volume of the market generally climbs slowly with the market's profit-making effect and the entry speed of potential investors outside the market. Even if it is a bull market, it is only in the initial stage of a bull market. Although most investors on the market are active Let’s talk about it, but the potential investor groups outside the market are obviously not enough to enter the market, and the natural quantity can change is also limited, but this phenomenon will definitely improve as the subsequent market continues to make money. It is estimated that in a month or two, the market volume will break through to the stage of high turnover of 1700 billion or more than 2000 billion.”

"At present, the market has not yet touched the deep water area where the market has been locked in historically. The amount of 1300 billion can fully support the current market."

"Those who are still bearish at this time are either stupid or bad."

"If you feel that the current market situation is risky, you can completely clear your position and sell it. It just so happens...my position is not enough. I hope that the short sellers will sell quickly so that I can continue to buy at low positions."

"Yes, just like today, I really like watching people who sing empty words, their faces are swollen by the market time and time again."

"Speaking of today's market volatility, it should also explain that in the two main areas of 'infrastructure' and 'state-owned enterprise reform', some of the main funds have made profits and lightened their positions?"

"They are all good shippers with no pattern."

"It doesn't matter if these funds are out, there is no pattern, and their presence will only inhibit the further development of the market."

"Other main funds will be released as soon as they are released. If there are differences, there will be a market. As long as President Su is still there, there will be no problem."

"Yes, in the two main market fields of 'infrastructure' and 'state-owned enterprise reform', as long as Mr. Su is still there, the market will definitely continue, and it depends on the situation... Today, Mr. Su's holdings of multiple main-line concept core stocks, Although the shock is also great, it is obvious that the main funds have not flowed out much, and President Su is definitely not leaving."

"Whether you are going or not, it will be clear at a glance when you look at the data of the Dragon and Tiger Rankings later."

"I definitely didn't go, otherwise the stock of Beixin Road and Bridge today would definitely be difficult to get back the daily limit."

During everyone's discussion, the time quickly moved to 5:30 pm, and the dragon and tiger lists of the two cities were revealed. As everyone expected, there were two major trading seats related to Su Yu, 'Fortune Road' and 'Wealth Road' Fushenglu did not appear. Judging from the public dragon and tiger list data, the main fund of the 'Yuhang Department' still maintains a locked position.

And, beyond everyone's expectations...

The trading seat of 'Jiefang South Road' is actually in this position, and it has also strongly increased its position. It bought a total of 4300 million in Beijiang Communication Construction, 2200 million in Beixin Road and Bridge, and 1500 million in Shibei High-tech.

"Fuck, 29 stocks are on the list, of which 'Fortune Road' and 'Fusheng Road' have locked positions, 'Jiefang South Road' has a large increase in positions, Chunhui Road, Siji Road, Hongqiao Road, Yanjing Outdoor Street, Shenzhen Three Swordsman and other top hot money in the market are still actively relaying high-ranked and popular stocks in the market. The data on the Dragon and Tiger List is against the sky! This wave... the index is below 2500 points, breaking through last year's high point target, how can it be justified? .”

After the release of the data on the Dragon and Tiger Rankings of the two cities, discussions in the entire market became more and more intense.

"There are quite a few institutional seats that have increased their positions, but there are also a lot of institutional seats sold today. For example, Gemdale Group and China Fortune Land Development are all mainly sold by institutions."

"It is estimated that the main funds that have been lurking in advance due to the good news before are harvesting profits at this moment, right?"

"From the analysis of the number structure of the stocks listed on the Dragon and Tiger List, and the analysis of the active participation of various funds, the core market lines of the two cities are still 'infrastructure' and 'reform of state-owned enterprises'."

"There are also two or three stocks on the list in the "growth stocks" field of the small and medium-sized board and the GEM, but looking at the trading seats of these two or three stocks on the list, there is no particularly strong main force participating in the main funds. It’s only 2000 million, which is not enough compared to the buying volume of Gemdale Group’s main funds, which can easily reach 6000 to [-] million.”

"In the direction of 'growth stocks' on the small and medium-sized board and the GEM, it is estimated that there will be no market until the two main lines of 'infrastructure' and 'state-owned enterprise reform' are over."

"Yes, it is safest to hype around 'infrastructure' and 'state-owned enterprise reform'."

"Boss Su really locked up the position! It's really a top-tier big capital structure in the market."

"Boss Su fully explained what it means to hold shares to make a lot of money. No matter how turbulent the market is, it just doesn't move like a mountain."

"Boss Su's attitude towards holding shares is completely explaining that the current market is in a bull market."

"It's a bull market, there's no question about that at all."

"However, all the funds that boosted the 'big financial' sector today, especially the securities sector, have indeed been buried."

"The market turnover is not enough. At this time, it is difficult for securities to rise. It is estimated that the securities will have an overall market...We have to wait for the market turnover to reach about 2000 billion."

"I don't think there is any harm in the pulsating fluctuations of securities today."

"I feel like this is more like a trial market with big funds? In fact, although the securities sector still underperformed the index's gains today, in fact, even if it caught up at the high level in the early trading, there were not many sets."

"Large capital trial market? It's also possible!"

"After all, if the market is really a bull market, then the main line of the market will definitely not be able to bypass the securities sector."

"It is estimated that inside and outside the market, everyone's expectations for the 'bull market' have not yet reached a consensus, right?"

"After the index stably crosses 2500 points, there is a high probability that this expectation will become stronger. At that time...maybe the securities sector will have a big market opportunity."

"But it's not a big mistake to lurk in at this time, right?"

"Who knows? I feel that there are no strong expectations for the two main lines of 'infrastructure' and 'state-owned enterprise reform', nor are they as safe as these two main lines."

"Yes, in the 'New Nine Articles', the direction of 'state-owned enterprise reform' is clearly mentioned."

"Don't lurk blindly. I feel that it is safest to follow the direction of President Su. This wave, following the seats and stocks held by President Su, has made almost 30% of the profit."

"Indeed, apart from the two major themes of 'infrastructure construction' and 'state-owned enterprise reform', the others... feel almost meaningless."

"With the positive support of the 'Xinguo Nine Articles', coupled with such good data on the Dragon and Tiger Rankings today, I feel that there is a high probability that the index will continue to rise tomorrow."

"I also feel that the market is likely to accelerate."

"The trend of Balianyang is not considered to be accelerated? I feel that this wave, whether it is the main market of 'infrastructure' and 'state-owned enterprise reform', or the trend of the index, is very strong."

"What is this? Look at last year's 'Internet Finance' and 'Shanghai Free Trade Zone' main rises!"

"It is estimated that Beixin Road Bridge will go straight to the 10th board."

"Actually, Beijiang Communication Construction is the core soul board today, and with the blessing of the seat of the chief rudder of 'Jiefang South Road', it is estimated that there is a high probability that the daily limit of the board will be raised tomorrow."

"You don't know the straight board? Only by changing hands can you go further."

"I also don't want Beixin Road Bridge and Beijiang Communication Construction to go straight tomorrow. I hope that these two leading stocks will not open too much higher tomorrow, and give them a chance to increase their positions."

"Sure enough, in the market trend, 'the strong will always be strong' is the only law!"

"It has been said that people who are afraid of heights are miserable people. In fact, the leading stocks with sufficient turnover and the deep participation of the main funds are precisely the safest areas in the market. Especially in the upward trend of the market with very good sentiment, it is the relay of leading stocks. , It’s really no different from picking up money.”

"Indeed, I shouldn't be cowardly today!"

"Tomorrow, all warehouses will be pressed, and we are firmly optimistic that Beijiang Communication Construction will catch up with Beixin Road and Bridge's pace of connecting boards."

"What the hell, I have been waiting and watching all the way until now, and I really missed a big wave of market prices. Hey... Sure enough, in the bull market stage, the longer you wait, the less buying opportunities, no matter... No matter what the index opens tomorrow, you must Only heavy positions can intervene, otherwise there is no bargaining chip in hand, and my heart is really anxious."

"It has been bearish for 6 years, so there should be a decent market."

"Sure enough, no matter how desperate my heart is, I still have to hold on to a glimmer of hope, haha... This wave of market prices has finally been kept, and I have not missed it. I hope that the index will rise to 3000 points this year, so that I can also get out of the trap. The money lost in the market has been made up.”

Extremely high-pitched bullish sentiment shrouded.

Accompanied by the continuous and intense discussions among countless investor groups inside and outside the venue...

Many institutional investors who were forced to reduce and liquidate their positions before, as well as the majority of retail investors, once again have great expectations and confidence in the market, and are ready to increase their positions again; at the same time, many markets that have not been exposed to stock investment before Foreign newcomers, as well as the majority of retail investors who have been locked in for a long time, have also begun to raise funds, and with the dream of returning their capital and making money, they are ready to step into the market again.

In short, under the tyrannical trend of Balianyang, under the temptation of the ultimate continuous profit-making effect.

The entire market, regardless of whether the investor groups inside or outside the market, have begun to unanimously and firmly bullish on the market, feeling that the clarion call of the 'bull market' has sounded.

Even, 8pm.

Analysts from Huashang Securities, Huaxin Securities, and Huatai Securities, as well as several foreign domestic investment institutions, have publicly stated that compared with foreign financial investment markets, the general valuation of the domestic A-share market is significantly underestimated. Many, with great investment value, and at the same time... many analysts point out that the blue-chip and white horse stocks in the fields of "finance, consumption, infrastructure, and medicine" in the market are the most undervalued "value investment depressions" in domestic and foreign markets ', with strong investment value and market potential.

Of course, some people pointed out that stocks in the small and medium-sized board, the GEM, the "mobile Internet", the "smart phone industry chain", and the entire "emerging industry chain" are all valued at about 100 times PE, which is not underestimated at all. In this way, it is pointed out that the valuation advantage of the domestic market is relative. In the case that the liquidity of A shares has not been fully opened, the current entire ecology is relatively reasonable.

It's just that this cautious investment view is in the bullish sentiment that has exploded in the entire market.

No one wants to hear it at all, and very few people pay attention.

Just in the midst of the deduction and brewing of this kind of bullish sentiment that continues to triumphantly, all major asset management institutions, financial media, financial big V, and retail investors are comprehensively bullish and singing bullish speeches.

On Tuesday, May 5, the market ushered in the second trading day after the announcement of the "Nine Articles of the New Country".

Just after 9:15 in the morning, the two cities ushered in the moment of call auction trading, and many popular stocks in the two main areas of 'infrastructure' and 'state-owned enterprise reform' were snapped up by funds from all walks of life. , Among them, Beixin Road Bridge and Beijiang Communication Construction, two popular leading stocks, also opened higher in the form of "one-word daily limit" without any surprise.

"More than 90% of the stocks in the two cities have achieved a red market and opened higher!" At this moment, in Yuhang, inside Yuhang Investment Company, and in the fund trading room, Li Meng observed the market's trend pattern, and his expression clearly revealed A little surprised, "The market sentiment is too hot. The range between 2400 points and 2500 points is an area where the accumulation of chips is quite heavy. If you continue to hold high and fight high, you always feel that the market will break down soon."

The investor group in the entire market, seeing the skyrocketing index, is getting more and more excited, and the more it rises, the happier it is.

However, Li Meng's index was soaring in the pressure range, but his heart became more and more nervous and flustered. He always felt that the market and emotional interpretation were too aggressive.

"Market sentiment, under the influence of various favorable factors, continuous profit-making effects, and continued calls from institutional investors from all walks of life, has approached the peak of expectations and cannot stop." Su Yu also stared at the big screen in the trading room. The opening scene far exceeded expectations, and then said, "A market always ushers in a turning point in despair, keeps rising amid doubts and hesitation, and finally peaks in the madness of unanimous optimism."

"When it goes up, it's a bull market, and when it goes down, it's a bear market!"

"The emotional pendulum effect of our A-shares has never failed under the market structure where 90% of retail investors participate. Sell it. Sentiment and expectations have reached their peak. The market adjustment should be faster than we expected. , it will come sooner.”

"At this time, it happens to be the time when the market liquidity is the most abundant, which is convenient for us to exit the warehouse, and at the same time, we can relatively safely avoid the dragon and tiger list."

"En!" Li Meng nodded and asked, "Or start with the relatively marginal stocks we hold?"

Su Yu nodded slightly and said: "Yes, first reduce the non-core stocks and the market liquidity is not so abundant. After all, the current market sentiment is at a climax, and the overall market liquidity is relatively abundant. At this time, the non-core stocks are reduced. The first , less noticeable, and second, it is easier to lighten up positions than to re-enter the exhaustion stage in the subsequent market sentiment.”

(End of this chapter)