The investment era of rebirth

In the spread of this market.

At 2:40, the two concepts of "state-owned enterprise reform and reorganization" and "Shanghai Free Trade Zone" began to break through the core of the market and further siphon market funds.

At 2:42, there was a change in the fields of 'big consumption' and 'big finance'.

At 2:43, the 'petrochemical' sector changed, and two barrels of oil began to take the lead in increasing volume.

At 2:44, banks and securities went hand in hand. Huaxin Securities, Huashang Securities, Huatong Securities, Huaguo Bank, Huashang Bank, Huajian Bank...all of them have a market value of [-] billion, or even hundreds of billions of market capitalization. , One after another began to increase from the bottom.

At 2:45, the Shanghai stock index broke through the 2355 point and stood firm at the 2% increase mark.

At 2:46, the intraday turnover of the Shanghai stock market soared to the 800 billion mark, which was nearly 50% higher than yesterday's heavy volume.

At 2:47, banks and securities rose together, two barrels of oil changed, and the "pan-infrastructure" industry sectors such as building decoration, building materials, real estate, steel, machinery and equipment, public transportation, and railway transportation continued to rise. Under the rise, the Shanghai Index broke through to 2360 points at a rapid speed, refreshing the intraday increase to above the 2.5% mark.

At 2:48, the intraday gains of the two main concepts of 'state-owned enterprise reform and reorganization' and 'Shanghai Free Trade Zone' also rose rapidly, breaking through the 3% threshold, and within the sector, a number of core constituent stocks, The number of rising stocks has also exceeded 10.

At 2:49, the Shanghai stock index continued to rise, and the incremental funds following the trend of the market have overflowed from the core 'infrastructure' and 'military industry' fields and spread to all industry sectors in the entire market. Even the line of 'Technology Growth', which suffered extreme sell-offs in the intraday trend, many oversold stocks in the day, such as 'LeTV, Huace Film and Television, Netspeed Technology' and other stocks, also ushered in short-term bargain hunting. With the attention of funds, stock prices rebounded rapidly from the bottom of the session, restoring some popularity.

At 2:50, all industry sectors in the two cities have achieved a situation of all rising red.

At 2:51, the Shanghai Stock Exchange Index broke through the 2365 point, and within a day, it soared by more than 60 points, realizing the trend of a large-scale breakthrough.

At 2:51, the turnover of the Shanghai stock market soared to the 850 billion mark, and the time-sharing trading volume entered the last 10 minutes of the trading hours. Not only did it not decline, but it continued to increase sharply.

At 2:52, the daily limit of 'Hua Guo Construction' reached 22.39 billion.

At 2:53, following the daily limit of 'Hua Guo Construction', the market became more and more frantic, and many related 'infrastructure' concept stocks moved sharply in late trading.

At 2:54, none of the industry sector indexes related to the 'infrastructure' sector, as well as the concept sector index, rose less than 3.5%.

At 2:55, the number of constituent stocks in the 'National Defense and Military Industry' industry sector also exceeded the daily limit of 10 stocks.

At 2:56, the stock index rose by more than 3%, and the deep index, the ChiNext index, and the small and medium-sized board index, which were seriously hindered, also broke through the 1% mark after being passively pulled up.

At 2:57, the Shenzhen stock market entered a state of call auction before the market closed, while the Shanghai stock index was still breaking through upwards.

At 2:58, 'Conch Cement' reached its daily limit, and the 'cement' concept sector index rose to 4.53%.

At 2:59, in the entire "infrastructure" sector, the number of daily limit stocks reached 23. At the same time, of the nearly 2000 stocks that have not been suspended in the two cities, only more than 200 stocks have not remained in the red market at this moment. The profit-making effect of the entire market can be said to have reached to the extreme.

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

I saw that the Shanghai Stock Exchange went up all the way, and finally fixed at 2369.77 points, up 2.93%, with a turnover of 911 billion within a day; the Shenzhen Stock Exchange and the Growth Enterprise Market Index rose 1.19% and 1.03% respectively; It was fixed at a 0.89% increase.

According to closing results...

The strong state of the Shanghai Index today has completely surpassed the core indexes of the Shenzhen Index, the ChiNext Index, and the Small and Medium-sized Index.

And in terms of intraday trading volume, the Shanghai stock market surpassed the Shenzhen stock market in an all-round way today, with a total turnover of more than 1700 billion in the two markets. Among them, the turnover of the Shanghai stock market was almost 100 billion more than that of the Shenzhen stock market.

And in the hot spots of the main line, the popularity of the industry sector and the concept sector.

Today, the market is also developing around the direction of the main board. Among them, the main line of "technological growth", which was once chased and praised by the majority of investors in the early trading, has become a major industry sector in today's market based on the closing results. , Concept sector trend, the most vulnerable one of the main lines.

Although at the last moment, the closing results of the Shenzhen Stock Exchange Index, the ChiNext Index, and the Small and Medium-sized Index Index were all good, and after the extreme shocks, several major indexes all closed in red.

However, in the main line of "technological growth", there are several core industry sectors and conceptual sectors.

For example, the 'Internet software', 'Internet application', 'film and television media' industry sectors, as well as the 'domestic software', 'Apple concept', 'film and television entertainment', and 'mobile game' concept sectors all ranked last in the two cities' growth lists, and The core hot component stocks in these sectors, such as 'LeTV, Huayi Brothers, Huace Film and Television, Netspeed Technology, Crystal Optoelectronics', etc., all closed in the green market, and the intraday K-line patterns also all showed Dark clouds cover the top, heavy volumes plummet, and there is an obvious adjustment situation.

All of this is explaining...

Although today's market has achieved a basic situation of heavy volume and general rise, signs of differentiation among the main market prices are still very obvious.

Faced with such a market closing situation, just after the market closed, the domestic financial circle, a large number of institutions, hot money, and retail investor groups, the enthusiasm for discussion has exploded in an instant.

"Holy shit, shit, one yang crosses four lines, it's really a heavy-volume big yang line breakthrough!"

Among the retail investor groups gathered on the whole network, there are endless voices of emotion.

"Who would have thought, who would have thought that the market would go out of this kind of trend today? Today's stock index trend is simply bursting, especially the trend in the afternoon, it is really going all the way north, completely rejecting any pullback."

"Before the market in the morning, even if I thought about it, I would never have thought that today the Shanghai Stock Exchange Index will lead the market to make a breakthrough."

"Haha... What about the group of people who said 'Shanghai is weak and deep is strong' before? I'm afraid their faces have been smashed? Who can tell me, this is called 'Shanghai is weak and deep is strong'?"

"Compared to slaps in the face, those who boast about 'technological growth' before the market in the morning are really rotten in the face."

"Those people who talk about 'technological growth' are not shameless, but they are already shameless. What the hell... Today's market trend, I don't know how many people have been slapped in the face!"

"Who sent out the speeches of those institutional groups and analysts in the morning to see..."

"There are also those financial big Vs who sing about 'technological growth' and the financial media. Looking at their remarks now, they are simply not too exciting."

"Haha, for those of us who stick to the weight of the main board today, it's really a relief."

"It has been said for a long time that the Shanghai stock index will inevitably break through the pressure of 2300 points. Sure enough, today's breakthrough trend is really awesome, and it's so fucking relieved."

"Fortunately, I threw 'LeTV' quickly, otherwise I would have been killed."

"Looking at the early trading of 'LeTV, Huayi Brothers, Wangsu Technology' these 'technological growth' stocks opened so high, I knew that today's 'technological growth' line, most of them have pitfalls, as expected, now look... this Not only is there a pit, but it is also a tiankeng!"

"The line of 'technological growth' has been rising for several days in a row. If you chase high and get killed, you can only say it deserves it."

"The continuous rise is not the reason for the death of 'technical growth' today. The main reason is that the 'big infrastructure' is too aggressive, siphoning funds from the entire market! When the active funds of the entire market are attracted by 'big infrastructure', 'technical growth' 'The market does not have sufficient funds to undertake, can it not fall?"

"In short, the line of 'technological growth' should not be touched in the short term."

"Today's trading volume in the Shanghai stock market has exploded so much, the main institutions of Masukura should all catch up with the 'big infrastructure', right?"

"Judging from the comprehensive closing results, it is true that the two lines of 'big infrastructure' and 'military industry' have absorbed the most main funds. Look at the lines of 'construction decoration', 'building materials', 'steel', 'real estate', and 'machinery' "Equipment", "public transportation", "railway transportation" and other industry sectors in the field of "big infrastructure", there is no industry sector with a net inflow of main funds of less than 5 million yuan, which is simply terrifying."

"Just kidding, today's turnover of the Shanghai Stock Exchange Index is nearly 300 billion more than yesterday!"

"In the direction of the main board today, the institutional group has definitely increased their positions collectively, with an increase of 300 billion, which is really terrifying!"

"Maybe it's the 'National Team' Zhengjin and Huijin who are increasing their positions?"

"If it's really a certificate of gold or Huijin, it will be even more terrifying!"

"A huge amount of Dayang broke through, and the turnover of the two cities has also reached a new high since the Dragon Boat Festival. Looking at the situation... it can't be a bull market, right?"

"Isn't it too early to talk about a bull market at this time?"

"At the critical moment, don't worry, it's not too late to wait until the Shanghai Stock Exchange Index completely breaks through 2500 points. It's better to wait for a rebound now."

"Anyway, President Su's 'Yuhang System' is definitely the biggest winner in the market today."

"That's for sure. According to the data of the Dragon and Tiger Rankings in the early stage after the Dragon Boat Festival, Mr. Su's 'Yuhang Department' funds have definitely held a lot of positions in the direction of 'big infrastructure' and 'military industry'."

"It's not a lot, but it's very likely, and it's an absolute heavy position."

"Who can roughly guess how much the 'Yuhang system' is roughly in the fields of 'infrastructure' and 'military industry'?"

"How do you guess? I don't think it's worth tens of billions!"

"What is the total size of the three main funds of the 'Yuhang Department'?"

"The three main funds of the 'Yuhang Department', based on the previously announced net value, should be around 300 billion."

"The holdings of the 'Yuhang Department' in the fields of 'infrastructure' and 'military industry' are likely to exceed 150 billion. As for the maximum amount, it is impossible to estimate."

"Based on a position size of 150 billion, it's quite terrifying!"

"Nonsense, based on today's market trend, with a holding volume of 150 billion, the single-day profit of the 'Yuhang System' can reach close to 10 billion, right?"

"Fuck, you really deserve to be a boss, 10 billion, what's the concept?"

"It's no wonder that in the domestic asset management market, the shares of the 'Yuhang Series' funds are so hard to buy, and there are no sellers' orders without a 20% premium."

"Hey, with the current situation, I'm afraid no one will make an order for a 30% premium on the basis of the original net worth."

"I'm really looking forward to the next time when the funds of the 'Yuhang Department' announce their net worth, it will definitely blind the eyes of all the institutions in the domestic asset management industry, right?"

"For sure, based on the practice of market trends, only Mr. Su is the 'god' of this market!"

"Follow President Su's operation on the dragon and tiger list, there must be meat to eat, do you think this is nonsense?"

"Holy shit, it's really tough. President Su's 'Fortune Road' is now on the dragon and tiger list. He has made more than 20 shots in a year, right? With such a high shot frequency, he can still maintain a 100% winning rate. It's like a myth. "

"Personally, I think Mr. Su is a myth in the A-share market!"

"Looking back now, the analysis that Mr. Su publicly announced in the market a few days ago is really a god!"

"That analysis really put the wealth code of the market in front of everyone. Unfortunately, at that time, the market of the line of 'technological growth' was in full swing. It is estimated that few people listened to it."

"Hey, I just listened to it, and made arrangements in advance. Not only did I avoid the huge drop of 'LeTV' today, but I also got a daily limit."

"Qiang, sure enough... Only Mr. Su has faith."

"From now on, I will firmly follow Mr. Su's 'Wealth Road' operation. Damn, I have said that several times, but I have failed to stick to my heart a few times, and my account has suffered a lot of losses. Looking at it now... I am so fucking stupid, obviously You can make money if you follow the trend firmly, you have to operate blindly.”

"What is this called? It looks like a tiger is operating, and it makes a profit of 250!"

"Hey, it's good to have a profit of 250. The key is that the short-term line becomes the middle line, and the middle line becomes the long-term line. In the end, it's so tight that you can't move."

"Fuck, isn't it me who is talking about this?"

"With so many daily limit boards in the market today, the Dragon and Tiger List will probably be very lively. Let's guess, will Mr. Su's 'Wealth Road' be on the list today?"

"President Su's 'Wealth Road' definitely exists today."

"I also feel that there is. Looking back now, the riots in the line of 'big infrastructure' are not simple."

"The line of 'big infrastructure' can set off such a big wave today, thanks to the full efforts of 'Fushun Special Steel', 'Beijiang Communication Construction', and 'Huaguo MCC' in the morning?"

"Indeed, the three checks of 'Fushun Special Steel', 'Beijiang Communication Construction', and 'Huaguo MCC' are the igniting and activating market, while 'Huaguo Construction' and 'Huaguo Railway Construction' are the catalysts for the entire main line. Today The whole "big infrastructure" market can explode like this, thanks to these few checks that have driven the overall market sentiment and investment confidence."

"Whether there is, we will find out soon!"

Investors in the entire market were discussing fiercely. Although the market time was still a while away from 5:30 p.m., the eyes of countless investors had already focused on the two cities' dragon and tiger lists, and they were waiting for the list. Refresh, I want to have another glimpse of the true face of 'Fortune Road'.

And the same moment...

In the domestic asset management industry, many fund managers in countless institutional groups have also focused their attention on the movement of the main fund of the 'Yuhang Department'. At the same time, they are also shocked by today's market trends, and even many Institutional managers have undergone logical changes in their investment and trading strategies for subsequent market changes.