The investment era of rebirth

"Who can tell clearly about the changes in the market?" The middle-aged man called "Lao Zhang" responded, "There is no regret in the way of trading. Buy when the buying point is reached, and sell when the selling point is reached. That's all. , Think so much, hesitate, and end up missing more opportunities.”

"That's right!" The middle-aged man who spoke before said with a chuckle, "However, today's market trend is really unexpected. The position of 2200 points has deviated so much, and it can still be recovered."

'Old Zhang' nodded slightly and said: "The trend today is indeed beautiful, and the line of 'big infrastructure' has really been brought out completely."

"Well!" The middle-aged man next to 'Lao Zhang' continued to respond, "The wave of panic in early trading today basically killed all the selling power and emotions in the market, and the pressure on the follow-up market was lightened. Quite a lot, I feel that the index is at 2200 points, and I can really stand firm."

"Want me to say..."

The middle-aged man paused, smiled, and continued: "You should stop working on the Hong Kong stock market and go back to the A-share market. The line of 'big infrastructure' should have a sustained market trend."

"Old Liu, aren't you too optimistic?" 'Old Zhang' responded, "Although the stock index is doing well today, it is still too early to say that this is an obvious phased bottom."

"Why, do you think there are still variables in the market at this position?" Lao Liu asked.

Lao Zhang said lightly: "There are no variables, but at least... I don't think it is as optimistic as you think. The A-share market is too locked up. In terms of market funds, before there is a significant improvement, we must get out of the obvious situation." I'm afraid it won't be that easy to continue the market."

"On the contrary, during this time period, the liquidity of Hong Kong stocks is much better."

"Moreover, I heard that Ali Baba's plan to list on NASDAQ in the United States has reached the final stage of listing inquiry. This is very likely to become the largest IPO in the world this year. Before and after its listing, Many Internet technology companies in China have very good hype expectations."

"The current outstanding Internet technology companies in China, except for the US stock market, are mostly gathered in the Hong Kong stock market."

"I think the layout along this line is much more certain than speculating on 'big infrastructure' in A shares, so...you don't want to persuade me. I am really not interested in the layout of the main line of A shares at present."

"Okay!" Lao Liu nodded helplessly, "Everyone has their own preferences, we can't force it, but... what you said just now, the hype and expectations of Ali Baba's listing, it is worth noting, do you think... Heng Sheng How about an electronic check?"

"Hengsheng Electronics?" Lao Zhang was slightly suspicious.

Lao Liu nodded slightly and said, "Have you never studied this check?"

Lao Zhang said with a little embarrassment: "In the past one or two years, I haven't paid much attention to A-shares, and I haven't really studied the check you mentioned carefully, but since you have noticed this check, Lao Liu, you should pay attention to it. There is a certain hype logic and expected value.”

"A domestic Internet software development company." Lao Liu said, "and its main business direction is the field of 'financial transaction system', which belongs to the concept of 'Internet finance'. This is the pure 'Ari Baba' concept stock."

With the gap between Lao Liu's speech, Lao Zhang has already searched for the check on the trading software, and checked the specific equity structure of the check, as well as the recent market K-line trend, and responded with a smile: "It's a good one." The target of the hype, and the circulation is not too big or small, suitable for the entry of funds of our size, but... the only fly in the ointment is that judging from the recent K-line trend and volume performance of this check, the main funds have already obviously intervened Now, if we go in at this time, I'm afraid we can only passively carry the sedan chair and make wedding clothes for others."

"If there is real value for hype, why not passively lift the sedan chair?" Lao Liu said with a smile, "From the K-line trend and volume performance of this check, it is true that the main funds have already intervened in advance, but as long as the logic of the hype And expectations are strong, and its market is not incapable of accommodating multiple major funds going hand in hand."

Lao Zhang pondered for a while, and replied: "I'm afraid that the capital structure and minds in the venue are limited. Even if we want to carry the sedan chair for him, he will not be willing."

"Not at all." Lao Liu said, "Looking at the changes in the field of 'Internet Finance' today, Hengsheng Electronics' check is only passively following the trend, not the main core leading stock. Several other stocks in the field of "Internet Finance", such as Flush, Oriental Fortune, and Great Wisdom, are all linked. This shows that the main funds involved in the stock of Hengsheng Electronics do not only have this stock as their core layout. Moreover, this main force of funds can brazenly and proactively launch the market under the extreme circumstances of this morning's trading, its pattern and mind are quite powerful, and it is definitely not the kind of short-sighted funds that take a bite and leave."

"Have you guessed the background of the main funds that launched the market against the trend today?" Lao Zhang asked with a little surprise.

Lao Liu smiled and said, "I can't say for sure, everything can only be confirmed after the market is released, but generally... the main funds active in the A-share market have this kind of courage and pattern, and they can trade well. With such aggressive tactics and such huge capital scale, basically there is only the 'Yuhang Department' who is currently hailed as a new legend in the market by the majority of investors."

"That President Su from the 'Yuhang Investment' company?" Lao Zhang was a little surprised, but then his eyes became relieved, and he smiled, "Indeed, it looks like this man's trading style!"

Lao Liu nodded and said: "There are talents in the market. Compared with this operating style, I feel that we are all old."

"Young and energetic." Lao Zhang said, "It's understandable that the trading style is so aggressive, but since the 'Yuhang Department' is here to buy bottoms on a large scale, the continuity of the current market is worth a look." ah!"

Hearing Lao Zhang's words, Lao Liu showed surprise this time, and said, "Do you think so highly of this young man? Just now you said 'the market situation is hard to tell', this will be another 'worth a high look' 'Oh, you...you change your mind very quickly!"

"It's not that I changed my mind quickly." Lao Zhang responded, "It depends on the current influence of the 'Yuhang System' on the market. What is the most lacking in the A-share market at present? Why are all domestic northbound funds running south? Hong Kong stocks, which lack liquidity, have become more liquid than A-shares in the past one or two years?"

"It's not that the market really has no money..."

Lao Zhang paused for a moment, then continued: "There is not enough investment confidence and continuous profit-making effect to support these two points, after the 'Yuhang System' enters the market on a large scale, they can be quickly boosted and changed in the short term. After all, in the current market, the influence of 'Wealth Road' is really unique among the group of retail investors, which is more effective than direct market news."

"That's true!" Lao Liu nodded slightly, "With such a large-scale capital intervention, if the trading seat of 'Fortune Road' after the market openly appears on the buying seat of many stocks on the Dragon and Tiger List, the market will There will indeed be a big improvement in the hype sentiment and investment confidence in the market outlook..."

"Okay, this one, I'll tell you!" Before Lao Liu finished speaking, Lao Zhang's heart moved, and he had already made up his mind.

Lao Liu was taken aback for a moment, and asked, "Which one are you with, Hengsheng Electronics?"

"En!" Lao Zhang responded briefly, and before Lao Liu could respond, he quickly opened his "Chunhui Road" securities trading seat account. The owner bought a big order, and it crashed on the trading board of Hengsheng Electronics.

"Damn it, you're too aggressive!" Lao Liu was inexplicably horrified.

Immediately, seeing that the stocks he is optimistic about have been preempted by the other party, he can't help but quickly follow up with the order, scrambling for the bargaining chips that are still relatively at the bottom.

And with the two top hot money in the market, they returned to the A-share market.

At the next moment, at 1:16, Hengsheng Electronics quickly climbed from a 5% increase to an 8% increase with lightning speed, and began to look forward to the daily limit. The heavy volume and the trading situation have become more and more intense.

At 1:17, on Hengsheng's electronic board, there continued to be orders of [-] masters.

At 1:18, Hengsheng Electronics hit the daily limit.

At 1:19, Hengsheng Electronics sealed the daily limit, and within 1 minute the order was sealed, from 1.6 lots to 17.8 lots.

At 1:20, due to the daily limit of Hengsheng Electronics, the concept of "Internet Finance" has something in common with the main business of Hengsheng Electronics, and many Internet software development stocks that belong to the financial system development, such as Changliang Technology, Changliang Xinxin Technology, Beichuang Technology... and other small-cap similar concept stocks have also followed suit and straightened up.

At 1:21, under the further linkage of these stocks, the "Internet Finance" concept sector index rose by more than 3.5%, and squeezed into the top four in the two cities' concept sector gains.

At 1:22, thanks to the comprehensive breakthrough of the concept of "Internet Finance", its related two major industry sectors of "Internet Software" and "Internet Application", as well as the "Film and Television Media" industry sector began to emerge suddenly. Core stocks, such as LeTV, Huaqingbao, Wangsu Technology, Changqu Technology... A lot of stocks also rose rapidly, attracting continuous follow-up funds.

At 1:23, as the "Internet Finance" concept sector continued to rise, the market's profit-making effect began to overflow, and the main line of "growth stocks" in the direction of the small and medium-sized board and the ChiNext board was fully spread.

At 1:24, the "growth stock sector" with the core line of "mobile Internet" and "smart phone industry chain" was attacked by various bottom-hunting funds, such as "mobile games", "online education", and "apple concept". ', 'Mobile Payment', 'Smart City'... and a series of conceptual sectors in emerging industries, all of which have begun to usher in relatively obvious changes.

At 1:25, when the line of "growth stocks" ushered in a full-scale counterattack, the rebound trend of the small and medium-sized board index and the gem index also began to advance rapidly, exceeding the 1% increase one after another. close.

At 1:26, when the small and medium-sized board index and the gem index rose by more than 1%, the overall general rise pattern of the two cities was formed.

At 1:27, when several major market indexes rose by more than 1% one after another, and the market’s long-short pattern has completely reversed, the number of limit-down stocks in the two cities continued to decrease, and it has fallen back to less than 10. Among them, even 'Cologne shares' This Zhuang stock, which was completely abandoned by the main funds in the early trading, also opened the limit, and was pushed up by various bottom-hunting funds and slowly attacked upwards.

At 1:30, when the market investment sentiment and the follow-up effect have formed a virtuous circle, and the market's profit-making effect and room for making money are becoming more and more popular, the Shanghai Stock Exchange Index broke through the 2220-point mark upwards, reducing the intraday gains. Expanded to more than 1.6%.

At 1:32, the turnover of the two cities exceeded the 1000 billion mark.

At 1:35, the two major industry sectors of architectural decoration and building materials, as well as the two conceptual sectors of 'cement and domestic large aircraft' set off a wave of daily limit.

At 1:42, the daily limit stocks in the two cities broke through to 46. Except for the newly listed stocks and the one-word board daily limit stocks that are beneficial to the resumption of trading, the number of stocks that naturally changed hands within a day exceeded 30. Among the daily limit stocks, the circulating market value More than 100 billion stocks, occupying 9 seats.

At 1:45, the two main concepts of "state-owned enterprise reform" and "Shanghai Free Trade Zone" went hand in hand, and their gains exceeded 3%. In the concept field, there were hundreds of concept stocks, and there were almost 100 stocks, with an increase of more than 5%. %, the intraday boost exceeded 7%.

At 1:50, Beixin Road & Bridge, the leading stock of the main line of "infrastructure" in the early stage, with the joint efforts of many bottom-hunting funds, blocked the daily limit with a belated attitude, which further stimulated the trend of daily limit in the field of "big infrastructure".

At 1:55, the two major industry sectors of building decoration and building materials rose by more than 5%, and the real estate sector rose by more than 4.5%. The total net inflow of main funds in related industries in the entire "big infrastructure" field reached 42.39 billion, and the net inflow trend continued expand.

At 2:01, when the market trading hours entered the last hour of late trading, the Shanghai stock index once again set a new intraday rebound high, and refreshed the intraday rebound point to 2224.93 points. Intensified, the market bears retreated in an all-round way.

At 2:05, the Shanghai stock index rose by nearly 1.8% within the day, and the Shenzhen index and the ChiNext index rose by more than 1.5%.

Seeing that several major indexes are still going up violently; seeing the daily limit trend in the field of "big infrastructure" is still continuing to perform; seeing that only 4 stocks in the two cities are still sealed on the limit board; seeing that they will go out of the ceiling within a few days There are as many as 5 individual stocks; seeing that the number of red stocks in the two cities has reached more than 1500; seeing that from the lowest point, there are many concept stocks that have rebounded by more than 10% within a day...

At this moment, the entire market investor group.

Those who caught this wave of violent rebound were extremely excited in their hearts and their faces were ecstatic; while those who cut their positions and stopped losses at the bottom of the early trading were extremely annoyed and regretful.

"Damn it, it's really going up all the way, and it doesn't pull back at all."

"I'm so sorry, I'm so sorry, cutting my position early today is the most regrettable thing in my life."

"Hey, I was so angry that I exploded in place. Why did I sell it in the early trading? Damn, it didn't rise when it should rise, and when it shouldn't rise, it really grew like crazy."

"I lost this chip, my heart is bleeding."

"Hey, it's really decisive when selling, but hesitant when buying. As a result, the more hesitant, the less chance there is."

"What the hell, you can't hesitate. With today's trend, the more you hesitate, the higher the cost of pursuing. I had read several checks, but I wanted to pull back a little bit to lower the purchase cost. I didn't expect... Afternoon I went straight to the daily limit at the opening of the market, and I couldn’t buy even the pending orders, so I regretted it to death.”

"You can't hesitate to buy or sell, this is a lesson learned in blood."

"Indeed, if you are really optimistic, you really don't have to worry about the stock price gap of a few cents, or even a few cents."

"Hey, the main reason is that the market reversed too fast, and I couldn't react at all. I could receive orders no matter how low they were before, but today I usually can't buy them at market prices."

"Normal, the score is clear what is a weak form and what is a strong form!"

"I think today's market is so good that it explodes. In fact, you don't need to worry about the cost of buying. You can buy whatever you want, and you can make money wherever you want."

"Yes, today is really a fool's market. You can make money by buying with your eyes closed."

"Just kidding, more than 1500 stocks are in the red market, and counting from the bottom of the early trading to now, except for the stocks in the fields of 'consumption, medicine, and finance', the stocks have basically rebounded a lot, no matter how bad luck is. , buy one at random, and the account within the day must be red plate."

"What about those who bought bank stocks?"

"That's really helpless. I can only wait until tomorrow to cut my position and get out of the bank."

"Hey, it's true, I bought in the wrong direction, and it's still uncomfortable to sell it. Why did I buy bank stocks carelessly? I was optimistic about the 'infrastructure' field at the beginning, but I didn't expect... After hesitating, I just bought a bank, and now that I think about it, it’s really a shame, it’s obviously a heavy position, but it has nothing to do with the violent rebound of the entire market.”

"Hey, there shouldn't be many people who ate big meat today, right?"

"Some have eaten meat, but there must be more who have been cut off."

"Today is the main force's carnival. The market is moving too fast in the morning. There are really not many people who can participate. In the afternoon, there should be a lot of follow-ups."

"I've always been hesitant. I don't know if it's too late to follow up now?"

"The Shanghai stock index has recovered 2200 points perfectly, so there should be some continuity, right?"

"Today's trend has clearly laid the foundation for a short-term bottom. Regardless of whether a new upward trend can be formed in the future, at least if you participate today, you should not lose money."

"I'm relieved, one word, chasing..."

"But at this time, there aren't many stocks that can be bought, right? Strong stocks seem to have reached their daily limit."

"Indeed, there are more than 60 individual stocks with a daily limit in the two cities, which is simply terrifying. I haven't seen such a hot market trend and hype sentiment for a long time."

"I have to say that the hot money is really quick to follow up."

"After all, it is the most active and keen capital group in the market. Can you follow up quickly?"

"Although at this time, there are not many strong stock targets that can be bought, but relying on the line of 'big infrastructure' to follow suit and increase positions, you should still be able to make some money."

"The intraday volatility of the Shanghai Stock Exchange Index has almost reached 5 points. There is still one hour left, can the Shanghai Index still rise?"

"It should be able to maintain a strong state until the close. After all, the market is buying. Looking at the trend of each stock, it is obvious that there is no sign of drying up."

"Buy with confidence, the stock index's shocking reversal trend will not fall in the short term."

"Not only can't it fall, but I feel that the position of 2200 points is likely to be the bottom for a period of time in the future."

"Isn't this an obvious trend of 'break and then stand'? And it completely reversed yesterday's decline. This trend...is simply too beautiful, as if it was artificially drawn."

"It was not drawn by hand, it was drawn by the main force."

"The violent sell-off yesterday and this morning can be seen as a washing of the main funds."

"Now all kinds of intentional selling chips in the market have basically been cleared, and with such a large amount of market chips exchanged, it can be said that the stock index has regained its position at 2200 points, and the pressure above it is not at all. If there is no accident, follow-up There must be a relatively large rebound in the market.”

"A relatively large rebound? Then I hope to regain 2400 points, or reopen the space of 2500 points."

"If the 'big infrastructure' regains momentum and forms a continuous main line of hype, it is not impossible to look forward to it."

"Let's not talk about 2500 points. If the stock index can return to 2400 points, I will be satisfied. Hey... It's too miserable. I hope this time I can really recover my blood."

"If the 'big infrastructure' gets back on its feet, will Beixin Road and Bridge be the leader of this wave?"

"It definitely won't happen anymore. The main funds in the market will definitely not speculate again, as the leader who has passed away."

"Looking at today's market trend, I know that although Beixin Road and Bridge is one of the few floor stocks in the market, the obvious trend strength is far behind that of Shanghai Construction Engineering and Beijiang Communication Construction. If this wave of market conditions Can come out... If you want to talk about the leader, I think Shanghai Stock Construction Engineering and Beijiang Communication Construction have greater hopes. Of course, the leader of the Chinese army in the direction of the medium and large markets is definitely Huaguo MCC.”

"Yes, Huaguo MCC's check is really the soul board of the market today."

"Shanghai Construction Engineering, I think the leader of Shanghai Construction Engineering has greater hopes. Beijiang Jiaotong Construction has followed Beixin Road and Bridge before. Although the check circulation is not very large, the hold-up market is still very large. Seriously, it will not be easy for the main funds to pull the market.”

"Can't it be something else, such as 'Tianshan Cement, Pudong Construction'?"

"It's also possible. Tianshan Cement is really strong today. It can be called the soul board of the 'cement' sector, and the circulation plate is also suitable for hype. It really has a leading symbol."

"In terms of the trend, today's daily limit stocks that have a strong driving effect on their respective sectors have the possibility of becoming the follow-up leading stocks. I think the specifics still depend on the after-hours data of the dragon and tiger list, as well as the market's main force after the market opens tomorrow. The relay recognition of the funds for this check!"

"Today, the vast majority of stocks are listed on the first board, and there is little difference. To judge whether it is possible to become a leading concept stock in the market, it still depends on the strength of the subsequent second and third boards."

"Indeed, the second and third boards are the key."

"But in any case, there is definitely nothing wrong with following the line of 'big infrastructure' in the short term."

"Today's commitment to the two fields of 'military industry' and 'Internet finance', as well as the overall follow-up effect, are still good, but in these two directions, there is no good support for the time being, and there are doubts about the sustainability. As an alternative main line direction."

Amidst the heated discussions among the crowd, the market trading hours gradually moved to 2:30.

I saw that after the market trading hours entered the last half hour of late trading, facing the major popular main lines that had already risen at a high rate, and the major popular stocks with daily limit one after another, the market's capital follow-up effect began to gradually stabilize, and from The funds overflowing from major popular mainlines and major popular stocks have also begun to favor some small-cap concept stocks that are still hovering at the bottom and have limited rebound.

In this situation, half an hour in late trading.

With the market indexes remaining stable and fluctuating, and no longer making large-scale upward attacks, market hotspots began to flow to low-level, unpopular small-cap concept stocks that no one paid attention to, and the line of "oversold rebound" also began to shine. At the same time, lagging behind the average market growth rate, the major sectors of 'venture capital', 'restructuring backdoor' and 'ST sector' which were largely abandoned by the main funds in the early stage of the intraday period also ushered in a more obvious rebound trend at this stage.

Finally, when 3 o'clock in the afternoon came, the prices of the two cities were frozen.

I saw that the Shanghai Index almost stagnated near the intraday high of 2227.49 points, with an intraday increase of 1.89%, and an intraday amplitude of nearly 5%. The Shenzhen Index and the ChiNext Index rose by 1.62% and 1.57%, respectively. It exceeded 5%, setting the highest intraday amplitude in the past six months.

In addition to the daily trend performance of several major indexes, today's market turnover has also hit a new high in the past half a month, reaching 1496.87 billion, which is close to 1500 billion, which is more than 100 billion more than yesterday. The majority of investors in the market were shocked.

As for the performance of the industry sector and concept sector.

There is no doubt that the main line of "big infrastructure" has become the most eye-catching presence in today's market. Its related industry concept sectors, whether it is architectural decoration, building materials, real estate, steel, mechanical equipment, public transportation, non-automotive transportation, etc. For various industry sectors such as transportation, the sector index rose by more than 3.5%, far outperforming the broader market index, and at the close, the total net inflow of main funds in these industry sectors reached a terrifying level of 46.96 billion, which fully shows that Almost all the active funds in the market are flowing into this field.

Outside the main line of 'big infrastructure'.

The two main lines of 'military industry' and 'Internet finance' are undoubtedly the rare bright spot in today's market and the place where the main funds gather for speculation.

The concept sectors related to its two main lines, such as 'domestic large aircraft', 'Internet finance', and 'mobile payment' have also increased by more than 3.5%, squeezing into the forefront of the two cities' increase lists.

Of course, in addition to these core popular lines, there are other main lines of the market.

The main lines of "consumption, medicine, and finance" in the direction of defensive sectors are obviously weaker than the market performance. Due to the negative impact of new stock listings, the main lines of "venture capital", "backdoor restructuring" and "ST sector" have been completely abandoned by the main funds. The concept, despite a rebound in late trading, still significantly underperformed the broader market.

Then the main lines of the other markets basically follow the trend of the market, and they all have a fairly good intraday profit-making effect trend pattern.

Popular stocks in the market, and the performance of individual stocks in the market as a whole.

Many popular stocks in the field of "big infrastructure" have performed very well, such as Huaguo MCC, Shanghai Construction Engineering, Beijiang Communication Construction, Huaguo Railway Construction, Huaguo Communication Construction, Tianshan Cement, Beixin Road and Bridge, Bayi Iron and Steel , Valin Iron and Steel, BNBM, Pudong Construction, Yukai Development, China Fortune Land Development, Beijing Capital... and many other stocks have closed at their daily limit. In the entire mainline sector, more than 20 stocks have been sealed at their daily limit.

The performance of related popular stocks in the concept fields of "Internet Finance" and "Military Industry" is not weaker than that of the popular stocks in the field of "big infrastructure", such as "Hongdu Aviation, Hangfa Technology, Huahang Optoelectronics, Flush, Hengsheng A series of stocks such as Electronics, Jinzheng, Yinjie Technology, Huake Jincai, Shanghai Steel Union, etc., also closed at the daily limit, among which 'Shanghai Steel Union' achieved a floor trend.

In addition to these major mainline fields, there are also many daily limit stocks in other mainline fields.

Generally speaking, during the violent rebound after the market bottomed out, a short-term extreme profit-making market broke out in the two cities, and a total of 79 daily limit stocks were born. Naturally, there are more than 60 individual stocks that change hands with daily limit.

Moreover, on the whole, there are nearly 2000 stocks in the two cities.

At the closing moment, only about 200 stocks closed in the green market, and the number of stocks rising in the red market accounted for nearly 90% of the entire market. It can be said that if you buy with your eyes closed, you can buy a profitable stock with a red market rising.

However, even with such a hot market...

On the whole today, the retail investor group that realizes profit is not the majority.

Because as the actual largest participant group in the market, many retail investors, under the extreme bearish sentiment in the market in the early trading, not many people can bear the huge pressure in their hearts, maintain a stable mentality, continue to hold shares and watch, and usher in A ray of hope after this last ray of darkness.

As for those who lost money from today, where did the "cut meat" go from many retail investor groups?
Then only the biggest gainer in the market today, the backstage computer data of several main funds of the 'Yuhang Department' with comprehensive positions, can know.

And at this moment, inside Yuhang Investment Company, the trading room of the main fund.

As a fund manager, Li Meng looked at the backstage holding data of the main funds and the huge profit figures of the day, whether it was in his heart or the expression in his eyes, he was shocked and joyful at the same time.

"How much profit did you make?" Su Yu, who was standing beside her, asked with a smile when she saw Li Meng's obviously distraught look.

Hearing Su Yu's voice, Li Meng came back to his senses, and replied excitedly: "The daily net worth has increased by about 5% on average. The three main funds have a total profit of 14.12 billion, of which the 'Yuhang No. 1' fund has increased within a day. The increase in net worth has reached 6.73%, which is terrifying!"

Su Yu was shocked when he heard these numbers.

Although the investment funds managed by the company are not his own money, he is still very surprised that the single-day profit can reach this level with tens of billions of funds. This is his life in two cities and his entire career. Here, the peak data of single-day profit.

PS: More than 8000 words, two in one!