The investment era of rebirth

"The higher opening rate of the index is really lower than expected, but fortunately, popular stocks are performing well, and the market's money-making effect is still open."

Seeing the final opening performance of the market, some of the retail investors gathered in the discussion area of ​​the trading platform were moved with emotion.

"That's right, the outer market was green last night."

"Indeed, if the stock index can open above 2200 points, it is actually a victory."

"Boss Su's 'Wealth Road' is still very powerful. The entire call auction process is strong, and almost all of them are 'Wealth Road' concept stocks."

"Looking at the market's 'Wealth Road' concept sector, the increase has exceeded 6%, which can be called terrifying."

"The influence of Mr. Su's 'Wealth Road' is originally the only one in the market. It is normal for the stocks he directly participates in to have today's call auction trend."

"On the whole, the profit-making effect of the market is still concentrated in the main lines of 'infrastructure', 'military industry', and 'Internet finance', which were very strong yesterday. It's still valid anytime!"

"Although judging from the entire collective bidding, the market's profit-making effect is indeed mainly concentrated in the main areas of 'infrastructure', 'military industry', and 'Internet finance', but in terms of these main areas, the strengths and weaknesses of these areas are still the same. It is somewhat obvious that 'infrastructure' is the strongest, followed by 'Internet finance', and 'military industry' is the weakest."

"If we say that the market leads the market, it must be the line of 'big infrastructure'."

"Sure enough, 'big infrastructure' is still needed to save the market. In fact, in the past two or three months, the core of the market has always been 'infrastructure', right?"

"You can also say that, but just last month, the pullback of this line was really fierce."

"Now, the market should be completely adjusted, right?"

"I dare not say anything about the other main line fields. Since Mr. Su's "Wealth Road" has been involved on such a large scale in the line of 'big infrastructure', it must be that the adjustment is over."

"It doesn't matter if the adjustment is not over yet, since Mr. Su is buying it, just follow suit."

"Yes, if you follow Mr. Su to buy, you will never lose money!"

"The key is really strong tickets, such as Beijiang Communication Construction, Shanghai Stock Construction Engineering, Tianshan Cement, and Hengsheng Electronics. The checks are directly sealed by the unlimited daily limit. I posted the 'Shanghai Stock Exchange' at 12:01 last night. Jiangong pays the daily limit, and there is no transaction yet."

"Even Huaguo MCC, a large-cap stock, has its daily limit sealed. It's true and I didn't expect it."

"In the concept section of 'Wealth Road', not all of the 14 stocks have a daily limit. I feel that I can also buy other stocks that do not have a daily limit."

"Yes, I also think it can be bought. Today, on the whole, the popular stocks in the main line fields of 'infrastructure', 'military industry', and 'Internet finance' are getting stronger and stronger during the call auction stage, which shows that the market is optimistic. In this direction, funds willing to undertake these stock chips are emerging in an endless stream.”

"It's true, for all the stocks in the 'Wealth Road' concept sector, when the call auction ended, the stock prices on the market were all at the highest point."

"Buy, buy, buy, there is only one word at this time, 'buy' is the right word!"

"Since the Shanghai stock index opened above 2200 points, it is enough to show the solid support of this position. I feel that today is definitely a trend of continuing to break through the Dayang line."

"Inevitable! The stocks with daily limit yesterday are very well accepted by call auctions today. There is no reason why the market should not continue to rise."

Amidst the heated discussion among the crowd, the 5-minute suspension time was fleeting, and at 9:30, the two cities entered the formal continuous auction trading stage.

I saw that the disks of the two markets had just started to beat.

The main funds that are active in the market, as well as the vast number of retail investors following the trend of short-term speculation, frantically poured into the concept stocks held by "Wealth Road" on a large scale.

At 9:31, in just one minute, 'Pudong Construction', which had an opening price increase of about 1%, was quickly pushed up to the daily limit by a large amount of main buying funds.

Immediately afterwards, at 9:32, the daily limit of Yukai Development and Capital Capital.

At 9:33, Jinzheng Co., Ltd. and Hualian Heavy Industry punched the board.

At 9:34, Huaguo Railway Construction rose in a straight line and hit the daily limit upwards.

At 9:35, the growth rate of Huaguo Construction exceeded 5%, and the turnover increased rapidly. In 5 minutes, it broke through the 5 million turnover threshold.

At 9:36, more than 7 stocks in the "Wealth Road" concept sector stocks that were specially separated by the trading platform hit the daily limit, and the overall increase of the concept sector exceeded 7.5%, almost achieving the overall daily limit, far ahead of the two cities' concept plates.

At 9:37, a number of related industry sectors in the field of "big infrastructure", such as "building decoration, building materials, steel, real estate, machinery and equipment, public transportation" and other industry sector indexes rose by more than 1.5%, and the overall large The direction of capital flow and the net inflow trend are still expanding.

At 9:38, in addition to the relatively special concept section of the "Wealth Road" concept section, the main concepts of "state-owned enterprise reform", "Shanghai Free Trade Zone", and "New Silk Road" also rose rapidly one after another. Absorbing follow-up funds that are active in the market.

At 9:39, under the pull of the main line of "big infrastructure", the Shanghai stock index quickly stood at the 2240 point mark, and the increase expanded to more than 0.5%.

At 9:40, the net inflow of main funds reached 5 million yuan in the industry sectors in the entire "big infrastructure" field.

At 9:41, the number of daily limit concept stocks in the field of "big infrastructure" exceeded 15, and most of them were shrinking daily limit that changed hands naturally.

At 9:42, BNBM hit the daily limit upwards, and the index of the building materials industry sector rose to around 2.5%.

At 9:43, Gemdale Group and Poly Real Estate rose in a straight line, and the real estate sector rioted.

At 9:44, the 'Wealth Road' concept sector index rose by more than 8%, and 14 of the 10 concept stocks in the sector had their daily limit.

At 9:45, the Shanghai stock index broke through the 2245 point mark, and the increase instantly expanded to about 1%.

So far, after 15 minutes of trading at the beginning of the day, the rebound market relying on "big infrastructure" as the core continued to break out, and the room for the market's continuous profit-making effect was opened. The hype market with concept stocks as the core hype point is also advancing rapidly, crazily attracting a large number of envious retail investors on and off the market to follow up and undertake.

"This market trend is really... crazy!"

At 9:47, Shenzhen Stock Exchange, inside Xinniu Fund Company, in the trading room of the 'Manniu No. 1' fund product, the trading team leader Mou Zhengxing looked at the sector index called 'Wealth Road Holding Concept Stock' on the trading platform There is a feeling of shattering in my heart, and I can't help but sigh: "The concept stocks held by 'Fortune Road' are almost at the limit of the whole line. The investors who follow the trend are really crazy, and the index performance is really unexpected , It was so weak in the early stage, and now the external market trend is obviously cloudy and tends to be pessimistic, but it has formed a breakthrough trend like a rainbow."

"This is the charm of the trading market!" Fang Xinsheng, the fund manager standing next to Mou Zhengxing, smiled and said, "Unexpected, but reasonable."

"How can it make sense?" Mou Zhengxing asked.

Fang Xinsheng responded: "Isn't it? The stock index is in this position, and it has stepped out of an independent trend. After careful analysis, the logic is still very clear. First of all, it is oversold. Funds that were trapped for various reasons in the early stage, in the case of oversold, in panic Concentrated clearing will reduce the pressure on the market to rebound upwards."

"Secondly, the reshaping of the bargaining chip structure on the market, the large-scale entry of 'Yuhang' funds, and the macro news, whether it is the regulators or the high-level leaders who continue to release positive stimulus to the market, these... ... are continuously stimulating the market's long-term nerves and bullish emotions!"

"Moreover, the overall market valuation has been compressed to the extreme, and after the listing of new shares, the IPO restart is actually negative."

"These are also substantially deepening the accumulation of long-term power in the market."

"So many potential factors are intertwined, and the market is seriously oversold. At the same time, the 'Yuhang System' has entered the market on a large scale, trying to stir up the market's sentiment to do more. In this case, the market has come out of a wave Ling Li's continuous violent rebound is naturally reasonable."

"It's just that the vast majority of people didn't expect that it would be at this point in time when the external markets generally went down."

"And this is precisely the point where President Su of the 'Yuhang Department' is really good!"

Fang Xinsheng paused, and continued: "At this time, he stirred up market sentiment and drove the market out of a violent rebound. Under the negative pressure of the external trend, a more thorough transformation of the bargaining chip structure has been formed."

"The violent rebound at the bottom is too consistent, which is not good."

"Appropriate divergence and heavy volume, so that the market chips can be exchanged more fully, so that the subsequent rebound can go further!"

"And certainly ... the market is moving in that direction."

"Of course, the chasing of the concept stocks of 'Fortune Road' by the majority of investors in the market is indeed a bit outrageous. They are completely blindly following the trend and buying!"

"However, the market influence of this 'Wealth Road' is really enviable!" At some point, Liu Xin, the general manager, walked into the trading room, and heard Fang Xinsheng's words, he couldn't help but sigh, "You only need to be in Longhu When there is a buy seat on the list, countless funds in the market gather to follow suit and voluntarily carry the sedan chair for it.”

Hearing Liu Xin's voice, Fang Xinsheng turned around and nodded slightly to him, and then responded with a smile: "Mr. Liu can't only see the advantages and not the disadvantages. The greater the market influence of 'Wealth Road', as their asset management volume In fact, the operation is becoming more and more restricted, otherwise they would not use the unrecognizable 'institutional' seat as the main trading seat of the 'Yuhang No. 3' fund."

"The greater the market influence of 'Wealth Road', the greater the impact on the induction of market sentiment and the market trend of the relevant targets held."

"This situation..."

"When they are fully committed to buying, it is naturally a great help."

"However, if an extreme situation occurs in the market and the liquidity of the entire market is rapidly depleted, it will become very difficult for them to complete a quick exit with such a large position. At that time, their own trading seats Not only does it not provide any help, but it is a huge obstacle when playing."

"Therefore, there is nothing to envy. All kinds of funds in the market have always sought advantages and avoided disadvantages."

"We follow this logic and carry out strategic operations. We will not fall behind too much whether in chasing the market or following the trend."

"That's true!" Liu Xin pondered over Fang Xinsheng's words, nodded, and continued, "The current market should be considered to be completely supported by the 2200-point support line? Mr. Fang...do you think this time the 'infrastructure' is so important?" The main line, can we still get out of the continuous market like in April and May?"

Fang Xinsheng thought for a while and said: "The support of the Shanghai stock index at the line of 2200 points seems to be effective at present. As for the market's rebound, whether it can get out of the wave of continuous market effects in April and May, we have to wait and see. Observe, of course... At this time, there is still no problem in switching to strategy, appropriately aggressively building positions, and taking more mainline chips in the 'infrastructure' field, and the risk is not great."

"How is the current overall position of our 'Manniu No. 1' fund?" Liu Xin continued to ask.

Before Fang Xinsheng answered, Mou Zhengxing glanced at the position data in the background, and immediately replied for Fang Xinsheng: "Return to the general manager, the current level of our fund's position is about 6%, and the main position direction has been adjusted to the 'infrastructure' field. , the real estate sector has the heaviest holdings.”

"Real estate?" Liu Xin asked, "Boss Fang is very optimistic about the commercial real estate and property market in the future?"

Fang Xinsheng nodded and said: "The real estate market is loosened, and hot money is surging from all sides. In order to suppress inflation and make the economy develop in a healthy way, the urbanization construction led by 'big infrastructure' will definitely accelerate. The huge capital pool of the real estate market , will definitely rise.”

"Okay!" Liu Xin nodded and said no more.

After the three of them had a brief discussion, they refocused their attention on the trading of the two cities.

At this time, the market trading time has advanced to 9:55. After the rapid riot, the 'real estate' sector has come from behind, and has already occupied the first place in the industry sector growth list of the two cities. Among them, the core component stocks, Gemdale The Group, Poly Real Estate, and Kewan Real Estate all rose by more than 5%. The daily limit of Yukai Development, Beijing Capital, and Financial Street, and the industry sector index also broke through to about 3.5%.

Immediately afterwards, when the market trading hours crossed 10 am.

The overall profit-making effect of the market began to overflow from the core areas of "infrastructure", "military industry" and "Internet finance", and shifted to the weak concept sectors that were relatively behind the market trend in the early trading. The main funds, as well as the majority of follow-up investor groups, have also begun to speculate on the logical line of "compensating for growth at low levels" when many popular stocks in the core main line are already at a high level.

With the market gradually turning and deepening...

At 10:20, the Shanghai Index, Shenzhen Index, and ChiNext Index all rose by more than 1%. Among them, the Shanghai Index refreshed its intraday rebound to a new high of 2260 points, and the increase broke through around 1.5%.