The investment era of rebirth

"Even the funds of the 'Yuhang Department' are so firmly optimistic about the future market development that they decided to postpone the net value liquidation of its main fund products. It seems that... the bull market in the market has indeed arrived." I heard that 'Yuhang Investment' 'The news that the 'Yuhang No. 2' fund product under the institution will delay the net value liquidation, at this moment, Liu Ziliang, general manager of the asset management business of Shenzhen Pingyin Asset Management Trading Center, said with a smile, "Fortunately, we will immediately release the position of the main fund. , adjusted to the direction of 'big finance', this time... finally we can get back a round."

"Through the recent trading days, the funds of the 'Yuhang Department' have been buying in the direction of 'big finance', especially in the direction of the securities sector..." Chen Shen, the product manager of the main fund standing next to Liu Ziliang, answered the question , "It can be seen that, in fact, this time the funds of the 'Yuhang Department' should not have a large-scale latent layout in the direction of the securities sector in advance. There shouldn’t be a big cost gap among the main funding institutions.”

"Agreed!" Gao Yixiang, the head of the trading team behind Chen Shen, also responded at this time, "The core line of 'big finance', especially the line of the securities sector, although it is the 'Yuhang Department' that is driven by the concentrated buying of funds. However, it is obvious that when the 'Yuhang system' was pulling the market, it probably did not expect that the main line of 'big finance' would ferment into this.

What's more, the central bank's internal monetary policy meeting released a loose monetary signal the next day.

Otherwise, this stock of funds should not have carried out such an extreme and fierce undertaking of the entire line of chips regardless of cost.

On the whole, although the funds of the 'Yuhang Department' currently have a lot of bargaining chips in the core line of 'big finance', especially the line of the securities sector, they must have not reached their established position level Standard, and this means that everyone's holding costs are on the same level.

So, the 'Big Finance' line.

Especially for the line of the securities sector, at the current position, there is a high probability that it will continue to attract the attention of a large number of active capital groups, and further open up space to attract more funds into it. "

"With such a strong market investment sentiment, such loose and abundant market liquidity, I think..." Hearing Gao Yixiang's opinion, Wang Jinglun, another trading team leader, thought for a while, and at this time, also said, "'Yu Hang "Investment" should not have expected that the market of the main line of "big finance" would ferment so quickly."

"In that case..." Liu Ziliang said with a chuckle, "Then continue to increase the weight of our institutional main fund products in the direction of 'big finance' tomorrow!"

"Okay!" Chen Shen, the fund manager, nodded, expressing full agreement.

At the same time, in the domestic asset management industry, there are too many institutional groups that have made the same investment strategy moves and trading strategy moves as Pingyin Asset Management Trading Center.

In the evening, the news about the delayed net value settlement of the main fund products of the 'Yuhang Series' further fermented.

At the same time, the operating data reports of many brokerage stocks for the last month and even the last quarter have also begun to be released, and without exception, the preliminary forecasted revenue and profits of major brokerage companies have all increased significantly, and they are becoming more and more serious. It has stimulated the nerves of the broad investor groups inside and outside the market.

In addition to these expected benefits, the external market trend is also continuing to pick up and rise.

It gave the market higher sentiment and market outlook expectations.

The next day, Tuesday, November 11, the market continued to open for trading.

At 9:15 in the morning, when the two cities entered the initial call auction, the market as a whole still showed a generally high opening atmosphere, and the main line of "big finance", especially the securities sector and the Internet finance sector, its sector index continued to rise Open an increase of more than 1%.

Subsequently, when the time entered 9:20, the two cities entered the real call auction session of irrevocable orders.

Compare the market pattern of the two cities at 9:15.

The market performance of the entire market, not only did not fall back, but became more active. Few investors who placed orders in advance canceled their orders at 9:19, and the market discussion was hot. Relatively popular mainline core stocks , on the call auction board, the volume of orders to be matched for transactions has not weakened in the slightest, and has continued to increase sharply as time progresses.

"The market is in the call auction stage, and it has been rising steadily for several days, right?"

Seeing the state of call bidding in the two cities, from 9:15 to 9:19, after entering the 9:20 stage, not only did not show any obvious decline, but it became more and more hot. At this moment, Yuhang, where Su Yu is located, In the main hot money group, someone couldn't help but sigh with emotion.

"Ever since the Shanghai Index hit the 3000-point mark last week with the help of direct positive news, the trend of the market call auction stage has been like this."

"It's really powerful. Now there are no false orders, and they are all real orders."

"No way, the bull market is here, and a large number of off-market funds are scrambling to enter the market. Where is there any opportunity to open at a low level and grab funds at a low level?"

"It is said that the core popular stocks are basically opening higher."

"'Bull market expectations' ferment more and more fiercely. Although the market turnover shrank a little yesterday, the balance of the two financings is still increasing."

"It is estimated that the market volume will continue to grow!"

"The line of 'big finance' is also expected to become stronger and stronger. The adjustment that everyone is looking forward to may not come."

"Look at yesterday's market trend. At this stage, when the 'bull market expectations' are getting stronger, market investment confidence and investment risk appetite are gradually rising, even if there is an adjustment and the market is differentiated, it is basically the same. It was all done in a matter of days.”

"The rapid explosion of the line of 'big finance' has resulted in a lot of funds being short-lived. The amount of funds undertaken below is far stronger than we expected before. Many popular stocks will definitely not be able to fall."

"Looking at the trend of the stock 'Western Securities', at the height of the five-linked board, it can still open at least 5 points higher today, and as the stock price continues to skyrocket, it is willing to accept chips at a high level Not only does the capital group show no signs of weakening, but it is still increasing sharply.”

"With the record of 25 consecutive games played by 'Blue Stone Reload', there is absolutely no fear of the funds received at high market levels."

"It's not just fearless, it's like flocking!"

"The trend of the 'Straight Flush' check is equally rapid. Today's opening position should not be lower than 5 points. Basically, these two checks are either trading at the daily limit or on the way to the daily limit."

"Normally, the stock prices of these two core leading stocks have not yet doubled. At this time, everyone's expectations for these two stocks are quite strong, and the only way for the stock prices to rise."

"After doubling, the differences should be bigger."

"Agreed, before that, it's right to buy without thinking."

"It's a pity that the position is already full. Hey... I really hate the lack of funds at this time. There are too many stocks I want to buy."

"It's just that, at a glance, there are opportunities to make money everywhere."

"'There are not many soldiers, but the best'. It is enough to concentrate funds and focus on buying leading stocks. Other fringe stocks and non-core concept stocks can only be let go."

Accompanied by the rapid refresh of news in the group, as well as discussions among big hot money investors about the call auctions in the two cities.

Unknowingly, the short 5 minutes passed quickly, and the time reached 9:25, and the call auction of the two cities ended.

I saw that after the entire set of bidding.

The Shanghai Index finally settled at a gain of 0.53%, opened higher again, and stood firm at 3100 points; the Shenzhen Stock Exchange Index and the ChiNext Index also opened higher, rising 0.42% and 0.48% respectively; the small and medium-sized board index rose 0.39% , the A50 index rose more than 1%.

The core main lines of the two cities.

The main line of 'big finance' still led the gains in the two markets. Among them, the securities sector and the Internet finance sector once again opened about 1% higher, and the core popular stocks in the sector, the most concerned by the market, are 'Western Securities' and 'Western Securities' and ' Straight Flush' two stocks opened higher by more than 5%.

In addition, the market turnover of the entire collective bidding stage, 'Western Securities' reached 1.68 million, and 'Flush Flush' reached more than 5700 million, both of which were large volumes.

The mainline fields of "Technology Growth", such as "Internet Software", "Internet Application", and "Film and Television Media", have opened higher and higher than the core indexes of several major markets. The core stocks in their fields, such as " LeTV', 'Netspeed Technology', 'Huayi Brothers', 'Light Media', '1', 'Inspur Software', 'Inspur Information', 'Huaguo Software' and other stocks also all rose one after another. It opened at an increase of more than [-]%, which was significantly stronger than the performance of the broader market index, and there were signs of major funds receiving attention.

Overall, the market performance of the main line of 'technological growth' is only slightly weaker than that of the main line of 'big finance'.

And obviously stronger than the rest of the core main line of the market.

Main line fields such as 'big consumption', 'non-ferrous cycle', 'petrochemical industry', and 'pharmaceutical business' basically follow the fluctuations of the broader market index and do not show obvious independent market trends.

As for yesterday's intraday, there were some early hot topics such as 'infrastructure' and 'military industry'.

As well as animal husbandry, agriculture, ST sector, backdoor reorganization... and other fringe sectors that are obviously stagnant, their trend patterns are basically similar to the popular mainline sectors such as 'infrastructure' and 'military industry', which are obviously weaker than the market. On the other hand, there is little attention from the main funds.

In the face of the market opening significantly higher, but the market performance, and the opening form of the hierarchy.

The majority of investor groups inside and outside the market, under the interpretation of the collective bullish mood, also focused their attention on the main lines of "big finance" and "technological growth" that performed strongly in the two cities, and began to compete to discuss and chase The core concept leading stocks in these two main line areas.

Among them, the main line of 'big finance' is within the field.

Western Securities, Orient Securities, Guangda Securities, Huaxin Securities, Flush, Oriental Fortune, Hengsheng Electronics... a group of stocks directly became the top 20 stocks with the highest market attention, and the entire market, the 20 most concerned stocks Among the stocks, the concept stocks in the main line of "big finance" accounted for 15 stocks.

"Look, 'Western Securities' is still trading at its daily limit today!"

During the short 9-minute stoppage time from 25:9 to 30:5, among the huge group of retail investors gathered in the discussion area of ​​the trading platform, some people were excited, and at the same time, countless people were also staring at these rankings. A group of popular stocks in the top 20 have placed orders to rush to raise funds.

"It must be a daily limit. This is only 5 boards. It must be doubled at least before the trend will slowly slow down."

"Based on President Su's 'Fortune Road' buying chips for this check on a large scale yesterday, there is a high probability that this check will continue to rise."

"It doesn't matter whether the price goes up or not, just buy without thinking. At this time, buying securities and stocks is just picking up money with your eyes closed."

"Agreed, the bull market is here... What do you buy if you don't buy securities?"

"Stocks in the Internet finance sector are not bad either. Straight Flush, Hengsheng Electronics, Oriental Fortune, Yinjie Technology, Jinzheng Stock, Shanghai Steel Union... just buy it!"

"Actually, after Mr. Jia of 'LeTV' made a public speech a few days ago, the misunderstanding was cleared up, and the expectations of this check have been reversed. At this time, it is still possible to buy."

"Well, there is also the check for 'Internet Speed ​​Technology', which can also be bought. I heard that the third quarter results of this check will explode."

"What about 'Light Media'? Today is a big year for 'domestic films'!"

"Yes, yes, the end-of-year expectations for the 'film and television media' segment are also strong. Since the film policy was changed and the subsidy policy was implemented, the scale of the domestic film market has really continued to grow."

"What about the fields of 'mobile games' and 'smartphone industry chain'? I feel that the expectations are also very good!"

"Apple's sales volume in the second half of this year seems to be exploding, right? I heard that Apple will add a lot of mainland suppliers. In the future, this field will also have great potential, such as Anjie Technology, Xinwei Communication, O-Film Technology, Song Er Acoustics, Lexun Precision... these tickets, I feel that there is still a lot of room for growth."

"Fuck, so to speak, there are too many good tickets!"

"Isn't it? There are too many tickets I want to buy, but there is not enough money."

"Buy whatever you want, the bull market is coming..."

"It's most suitable to follow Mr. Su to buy. The famous ones, Lixun Precision and Dongfang Wealth should be the safest. After all, Mr. Su paid a large fixed increase for these two checks!"

"The stocks in the 'Big Finance' sector are the safest, right? For the 'Western Securities' check, let's look at the 5 times the height first!"

"Five times? At least 5 times?"

"If 'Western Securities' can reach a height of 10 times, then 'Huaxin Securities' can at least see a market value of trillions in this round."

"'Huaxin Securities' must have a market value of trillions!"

In the extremely high-pitched emotional interpretation, in the extremely hot discussion voice.

The short pause of 5 minutes passed in a flash, and after just 5 minutes of emotional brewing, the market's bullish sentiment was obviously more heated than at the end of the call auction.

When the market trading time reaches 9:30, the two cities usher in the official continuous auction trading time.

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

The two checks of 'Western Securities' and 'Straight Flush', which opened higher by about 5%, were instantly pulled up by a huge amount of active buying and swarmed for funds, and went straight up to the daily limit.