The investment era of rebirth

Chapter 474 The general rise of the two cities!

"Not surprisingly, today is another big positive trend. In the past two days, the big A has really changed its nature. It is independent of the world, and it is so strong. It is completely surprising!"

Seeing that the market index continues to break through, and at the same time the market's profit-making effect continues to be rapidly opened up, at this moment, in the Yuhang main hot money group where Su Yu belongs, many big hot money investors who have already made a lot of profits in the early trading can't help but reveal With an unexpected look, he said with emotion.

"The key is the performance in terms of quantity and performance, which is also perfect. I feel that the stock index is below 2200 points, and I will definitely not go back in the short term."

"After the continuous shrinking negative decline, the heavy volume plunged and bottomed out. This trend... has basically wiped out all the unsteady investors in the market in the early stage, and it also perfectly alleviated the market's short-term rapid upward trend. The pressure to rebound, no surprises, the market rebound will definitely continue."

"Hehe... Who said before that A-shares can't go out of an independent trend, isn't this coming?"

"Looking at it now, the two waves of losses after the festival are really an obvious washout trend. The stock index quickly broke through 2200 points and then quickly recovered. They are all at the bottom, and the trend of A-shares in the past few days after the festival, I have to say, is really amazing!"

"Even I thought that the Shanghai Stock Exchange Index was going to fluctuate in the big box between 2000 and 2200 points again, but I didn't expect..."

"The current trend performance should fully show that the Shanghai Stock Exchange Index has completely stood at 2200 points, and it can fully explain the effectiveness of the support on the upper edge of the large box at 2200 points, right?"

"This is for sure, 2200 points will not be broken again!"

"I feel that the strength of this wave of 'infrastructure' rebound is stronger than that of April and May."

"I also feel it, and the unanimous expectations of various funds in the market on the line of 'big infrastructure' have become stronger. Almost all related popular stocks have been snapped up by funds from various sources."

"Funds from all walks of life are scrambling for bargaining chips in the popular stocks in the 'infrastructure' sector, mainly due to the influence of Mr. Su's seat on 'Wealth Road'?"

"Not all, if the main line of 'infrastructure' does not have strong hype expectations, the influence of Mr. Su's 'Wealth Road' seat alone will not be able to pull such a rapid rebound in the market. In fact, compared with the 'military industry' The two main lines of "Military Industry" and "Internet Finance" can be seen. The two main lines of "Military Industry" and "Internet Finance" are obviously inferior to the main line of "Infrastructure" in terms of market hype expectations and related news. So... despite the blessing of Mr. Su's 'Wealth Road' seat, the trend is weaker than the main line of 'Infrastructure'."

"There is no doubt that the strongest core line in the market is the field of 'big infrastructure'."

"That's right! Boss Su's bottom-hunting has really made a lot of money again."

"The 'Yuhang Department' is originally the smartest main force in the market, and Mr. Su has been a 'stock legend' in the domestic financial circles in the past year, so the appearance of the 'Yuhang Department' as a bargain hunter here is actually not Surprisingly, what is really surprising is the market's follow-up reaction after the large-scale selling of the "Yuhang Department" funds! Look at the newly compiled "Wealth Road Shareholding Concept" sector's gains on the market trading platform, almost the entire line has reached its daily limit .”

"Well, that's right. I feel that Mr. Su's seat on Fortune Road is becoming more and more influential on the market."

"Human nature is to seek advantages and avoid disadvantages. Since Mr. Su's "Wealth Road" appeared on the Dragon and Tiger List, every time he bought it, he never missed it. The transaction data on the Dragon and Tiger List also shows that following Mr. Su's "Wealth Road" Lu's transaction success rate is 100%. With such a clear investment opportunity, it's no wonder that investors from all walks of life in the market don't frantically follow suit. So... President Su's influence of 'Fortune Road' can't be getting bigger and bigger? "

"Envy, I really envy my real name!"

"The influence of a trading seat on the market is already equivalent to the influence of billions of buying orders out of thin air. This should be the highest pursuit of individual investors like us in the market, right? This follow suit effect... ...It is really a unique existence."

"As far as the influence of Mr. Su's "Wealth Road" is concerned, it may be difficult to catch up with the influence of billions of purchases!"

"'Fortune Road' is a trading seat that can really determine the long-short trend of the market."

"Not to mention, the total net inflow of main funds in various sectors of the 'big infrastructure' at the moment has exceeded 10 billion. It feels like any pullback is really a buying point!"

"Then what are you talking about, directly Masukura to buy?"

"The entire 'Wealth Road Holding Concept Stocks' sector is about to hit the daily limit. Yesterday, Mr. Su's 'Wealth Road' 14 concept stocks appeared on the Dragon and Tiger List, and now 10 stocks have blocked the daily limit, achieving the second consecutive daily limit. , attack again at this time... what can I buy?"

"Second consecutive daily limit... If Mr. Su's 'Wealth Road' can continue to lock up positions, these 'Wealth Road holding concept stocks' should still have a premium for the third consecutive board, right? After all, the current market hype and follow-up sentiment are It has really picked up in an all-round way, and looking at the acceptance of these popular stocks, it is far from the time when there is a problem with the acceptance, I think these stocks... can still be accepted.”

"In the short-term violent rebound trend, the third board is a hurdle."

"Relatively speaking, under the circumstances that the market's hype sentiment and follow-up sentiment have fully recovered, the low-level oversold marginal concept stocks at this time should be more cost-effective, right?"

"Well, relying on the line of 'big infrastructure', the low-level oversold small-cap concept stocks on the edge do have a lot of speculation opportunities, and you can try the market."

"There are already funds in this area to test the market. The logic line of 'compensation for low growth', combined with the main line of 'big infrastructure', is rapidly absorbing active capital groups in the market, and the market is also rapidly rising."

"I'm going, isn't it too fast?"

"There are a lot of smart funds in the field, and the branches with high game performance will definitely have funds to follow up!"

"In fact, it is possible to rely on the two lines of 'military industry' and 'Internet finance'? Even if the hype expectations and potential news of these two lines are good, they are not as strong as the main line of 'infrastructure', but this With the large-scale building of positions on the "Wealth Road" by Mr. Su, the popularity and sentiment have also been displayed. Moreover, these two lines are considered to be oversold sectors before the festival, and they have a strong potential for rebound and explosion. "

"The 'military industry' sector is oversold, but 'Internet finance' has always been hot."

"According to the historical trend, the continuity of every market hype of 'military industry' is not good. As for 'Internet finance'... several strong core stocks have already come out. Going in at this time, in addition to chasing highs and undertakings, you can Saying that there is no other choice, relatively speaking, relying on the line of "big infrastructure" to speculate in small-cap stocks with low-level edge concept, the risk is lower, right?"

"Generally speaking, the market continuity of 'military industry' is not very good, but there are a few checks, and the stocks are quite active."

"'Hongdu Airlines' is not bad, but the intraday position is not low, and it is about to rise to the limit."

"'China Airlines' and 'Aviation Development' can also be paid attention to? I feel that the main direction of 'military industry' is still speculating along the line of 'domestic large aircraft'. At the same time, these two series of stocks can also follow the 'state-owned enterprise reform' 'This general direction has a strong correlation."

"Actually, if you don't have to chase after the leader, there are still many opportunities in the market right now."

"It's not just a lot, I feel like there are cheap bargaining chips everywhere!"

"If it is expected that the stock index's mid-term rebound high point can break through the previous round of high points and open up space above 2500 points, then you can really buy with your eyes closed at this moment."

"2500 points? I think it can be broken!"

"The Shanghai stock index has stood firm at 2200 points, which shows that the market in April and May was effective when the market broke through the big box. It is still in a trend of continuous breakthroughs, and it is still in a bullish development trend in which the support point is gradually raised. As long as this trend does not break, the support point of the stock index will rise little by little. I believe that in the second half of this year, the stock index will definitely see the stock index break through 4 points .”

"I also feel that the market is at a low point. After the market set sail from 2000 again at the beginning of the year, it has continued to rise."

"In general, at this time, the trading strategy can be a little more aggressive."

"Hehe, it must be radical. Mr. Su's "Wealth Road" has been publicly unveiled on the Dragon and Tiger List, and billions of dollars have been publicly swept away. I really don't know why there is any hesitation and fear?"

"I agree. Anyway, my 1200 million funds were all invested in 10 minutes in the early trading. At this moment, the floating profit is almost 50 million. I hope that under the guidance and leadership of Mr. Su, the market will really come out of a wave of space in the second half of the year. Not a small continuous rebound in the market will allow me to raise funds to the level of 3000 million."

"Damn it, are you all so violent? Fight in with 1000 million funds!"

"Otherwise? President Su is not afraid of billions of dollars in capital investment, so I naturally don't mind following President Su's seat and betting heavily on the market outlook."

"Damn, I just said that 'Hongdu Airlines' has reached its daily limit."

"Don't hesitate. According to the current market sentiment, today's 'Wealth Road Shareholding Concept' sector has a collective daily limit, and there is almost no suspense."

"A grand occasion, it is simply a rare grand occasion."

"It should have been a long time since we A-shares have a concept sector, and the collective daily limit has been grand, right?"

"It's been nearly a year since such a grand event happened. I still remember the last time the market concept sector collectively raised the limit, and it was when the macroeconomic planning guidelines for the 'Shanghai Free Trade Zone' were introduced last year."

"Awesome! Mr. Su is really a single person, supporting a sector of the market. The influence of the seat of 'Wealth Road' is already comparable to the great stimulus effect of the country's macroeconomic planning."

"I didn't say anything, buy, buy, buy..."

"Go long with a full position, and go long with a full position. I feel that the best time to make money in the second half of the year has arrived!"

When the news in the group is refreshed rapidly, and the market trading time is constantly moving forward, under the influence of various hot money groups, one after another, they increase their positions and invest in the market.

At 10:37, the Shanghai stock index further set a new intraday high, breaking through to the 2270 point mark.

Immediately afterwards, at 10:40, the "real estate" sector, which led the gains in the two cities, rose by more than 4%. Gemdale Group, under the frantic attack of more than 10 major buyers, directly pointed at the daily limit.

At 10:42, the stock price of Gemdale Group rose rapidly and hit the daily limit price.

At 10:44, the stock price of Gemdale Corporation surged wildly near the daily limit price, and after fluctuating rapidly, the daily limit was directly blocked by a huge order of 25 lots.

At 10:45, after Gemdale Group sealed the daily limit, the corresponding real estate heavyweight stocks 'Poly Real Estate and Kewan Real Estate' also experienced a rapid rise in volume again, and the stock prices of the two heavyweight stocks hit a maximum of 8.5% increase , followed by a brief drop.

At 10:47, the "Shanghai Free Trade Zone" concept sector, a group of constituent stocks, encountered concentrated attacks from major funds, Shanghai Steel Union, Shanghai-Hong Kong Group, Pudong Jinqiao, Shibei High-tech, Beixin Luqiao, Shanghai Sanmao ... Waiting for a group of stocks to rise rapidly, among them, the Shanghai Steel Union once again closed the board in a straight line.

At 10:52, when the momentum of the entire market was like a rainbow, and continued to break through upwards, and the core indexes of the Shanghai Stock Exchange Index, Shenzhen Index, and ChiNext Index all rose by more than 1.5%, as the market received the most attention, and hot money from all parties, retail investors The most violent follow-up of the 'Wealth Road Holdings Concept' sector, there has been a grand occasion of an increase of 9.76%, that is, the entire concept sector, the collective limit of 14 constituent stocks.

At 11:02, the average increase of various industry sectors and concept sectors in the entire "big infrastructure" field exceeded 3%, and the total net inflow of main funds flowing into this main line reached 20 billion again.

At 11:09, as the main line in the field of "big infrastructure" continued to rise, it undertook the "low rebound" of some active funds in the market. This market hotspot also began to explode in an all-round way. More than 5 small-cap concept stocks have a straight daily limit.

At 11:15, the profit-making effect of the market spilled over to low-expected main line sectors such as 'consumption', 'medicine', 'traditional finance', 'non-ferrous metals' and 'coal', which have always been weak, and related heavyweight stocks, such as Shenhua Coal Stocks such as Lithium Industry, Tianqi Lithium, Huaguo Petroleum, Huaguo Petrochemical, and several major state-owned banks, core brokerages, white goods, and liquor have also risen to varying degrees.

At 11:22, under the circumstances that the low-end stocks and the weak mainline sectors were fully compensating for the increase, the two cities once again formed an obvious pattern of general increase.

At 11:26, the A50 index rose by more than 2.5%. Among them, Huaguo Petroleum and Huashang Bank, the mega-cap stocks with a trillion-dollar market value, also rose by more than 1%. Signs of a rapid move higher on relatively heavy volume.

Finally, when 11:30 came and the two markets were closed.

The Shanghai Designated Index was at 2272.31 points, an increase of 2.02%, while the Shenzhen Stock Exchange Index and the ChiNext Index rose by 1.89% and 1.73% respectively. Said... Regardless of the performance of the volume and the trend, it is very healthy.

"Throughout the morning, there were more than 30 daily limit stocks in the two cities that were not on the straight board. Compared with the entire Asia-Pacific stock market, and even the entire global peripheral trend, it is really thriving. Make people dream back to the bull market!"

After the market closed at noon, seeing the extremely hot market performance, Yuhang, Zhou Hui, the trading team leader and assistant fund manager of the "Selected Mixed No. Feeling: "Fortunately, we reacted quickly. After realizing something was wrong yesterday, we bought back some positions. Otherwise, this round of violent rebound after bottoming out would have been completely empty."

"But in general... we were still washed out." Beside Zhou Hui, Qin Qiuyue, the fund manager and company president, couldn't help but sighed, and said, "The funds of the 'Yuhang Department' have a lot of tricks to trade. , It's really unexpected, quiet as a virgin, moving like a rabbit, I'm not wrong."

Although they saw that the situation was wrong yesterday, they recovered some positions that were forced to stop losses.

However, compared with the amount of buying they had no choice but to stop losses after the festival, there was still only a small part, which directly led to the fact that they were liquidated at low positions, and also caused the net value of the fund to seriously underperform the market index during this period, resulting in In terms of trading strategy, one wrong step and one wrong step.

"It's really vicious!" Zhou Hui nodded and commented.

Qin Qiuyue pondered for a moment, and said: "Now I feel more and more that the main funds we found on the line of 'military industry' before are the main funds of the 'Yu Hang Department', and... I always feel that the main funds of the 'Yu Hang Department' are The holdings of the funds of Air Lines in the line of 'Military Industry' are far more than those disclosed on the Dragon and Tiger List."

"Our previous logic and motivation for opening a position should be correct..."

"It's just that the market is too bad. We didn't take the initiative to kill the main funds, and we were scared out, but looking back now... I think the direction of 'military industry' should still have a lot to do, at least the 'Yuhang system' 'The layout of this main force in this direction is definitely not as simple as it seems on the current market."

"The line of 'Military Industry' is already much higher than the large-scale stop loss in front of us." Zhou Hui said, "If Mr. Qin thinks that we should chase the high and get back the bargaining chips, it will be even worse. Our holding costs are under pressure, and at the same time...the uncertainty is great."

No one knows how long this violent rapid rebound will last.

Counting from yesterday's lowest point to the close of today's noon, the stock index has rebounded quickly and exceeded the 100-point range, and it will immediately rise to the 2300-point mark. According to Zhou Hui's thinking, the 2300-point mark is short-term hype in the market. It is not easy to break through when profit orders have accumulated rapidly to a certain extent.

If the index is blocked at 2300 points, the short-term profit taking in the market will be withdrawn on a large scale.

Next, the index may have to continue to step back to confirm the support effect of 2200 points.

Under such circumstances, if they continue to stay in this position and further increase their positions on a large scale in the 'military industry' sector chips that are not the real core of the market, there is a high probability that they will encounter difficulties in holding positions, or even repeat the previous path of repeated stop loss operations. In general...that is, they do not have the advantage of holding positions, and they cannot grasp the initiative in trading strategies whether they are chasing positions or not chasing positions.

(End of this chapter)