The investment era of rebirth

At 9:40, with the bullish sentiment in the entire market continuing to improve, the Shanghai Stock Exchange Index's counter-backing trend, and the overall counter-backing trend of individual stocks in the market becoming more and more obvious, the securities and Internet finance sectors of the main line of 'big finance', After the popular main lines such as 'infrastructure' and 'military industry' in the early stage absorbed the first wave of active capital flows, they also began to gradually exert their strength, further driving up the volume, and continuing to hit new highs.

At 9:41, Flush, a core leading stock in the Internet financial sector, rose by more than 5% during the day, once again setting a new yearly high this year and a record high in stock price.

At 9:42, 'Oriental Fortune', a core weight stock on the GEM Index, also experienced a rapid intraday increase of more than 3%. Its stock price also set a new annual high and a new historical high, and it firmly held the market value of the GEM Index. The market value gap between the first weighted position and the following 'LeTV' and 'Netspeed Technology' has begun to widen.

At 9:43, the Internet financial sector index rose to 2.35%, ranking among the top five concept sectors in the two cities.

At 9:44, the stock price of 'Western Securities', the recent leader in speculation in the securities sector, continued to hit a new high in this round of rebound, continuing to create new heights of speculation in the securities sector.

At 9:45, only 15 minutes after the market opened, the turnover of the two cities was already approaching 1600 billion.

At 9:46, the Shanghai Stock Index further hit the 1.5% increase mark, getting closer and closer to the opening position when the market plummeted the day before yesterday.

At 9:47, there were more than 2000 stocks in the market, and more than 1700 stocks had red plates.

At 9:48, under the fierce bull sentiment and the violent attack of the main bull funds, the long capital groups that followed the trend began to spread their attacks to the fields of 'technological growth' and 'big consumption'.

At 9:49, the 'film and television media' sector made the first move, with the core stock 'LeTV' rising straight up.

At 9:50, 'LeTV' rose by more than two points within one minute, expanding its intraday gain to 1%.

At 9:51, under the lead of the stock 'LeTV', 'Enlight Media, Huayi Brothers, Huace Film and Television, Ciwen Media, Hua Qingbao, Changqu Technology...' a number of related concept stocks followed suit. It has risen and strengthened, and a number of related concept sectors such as 'celebrity shareholding', 'mobile games', 'movie production', and 'online new media' have also moved one after another.

At 9:52, when the 'film and television media' sector index exceeded the 2% intraday increase, 'Internet software' and 'Internet applications', the two core industry sectors in the main line of 'tech growth', also followed the trend and moved simultaneously. The buying funds led to a rapid upward breakthrough, fully recovering the losses from the previous day's plunge.

At 9:53, the field of 'big consumption' has also received the attention and acceptance of a large number of financial groups.

At 9:54, the automobile sector rose sharply, and its domestic automobile stocks, such as 'Changan Automobile, BYD, Great Wall Motors, Shanghai Automotive Group...' and other stocks, have strengthened one after another.

At 9:55, the liquor and white goods sectors changed.

At 9:56, the "Shanghai Free Trade Zone", "Yangtze River Delta Economic Zone" and "Pearl River Delta Economic Zone" several major conceptual theme areas also experienced changes across the board. Their related concept stocks have received a large number of short-term active capital groups. Due to speculation and fundraising, two stocks, Shanghai Sanmao and Pudong Jinqiao, rose by more than 5% in a straight line.

At 9:57, the Shanghai Stock Index exceeded the 1.5% increase, fully recovered the previous day's sharp decline, and achieved a full counter-insurance.

At 9:58, the market time-sharing volume can be further expanded, and the turnover of the two cities has passed the 2300 billion mark.

At 9:59, the Shenzhen Stock Exchange Index and ChiNext Index rose by more than 1.2%.

At 10 o'clock in the morning, just after half an hour of trading in the two markets, the stock of 'Flush' hit the daily limit again and quickly sealed the daily limit.

"Damn it, the index turned back so quickly?"

Just after 10 o'clock in the morning, even the big hot money investors in Yuhang's main hot money group, where Su Yu was located, had to look surprised and sighed when they saw such a powerful market trend.

"I guessed that the index would probably turn back, but I didn't expect it to be so fast!"

“The market is really ridiculously strong!”

"Last night's macro news was really good, and it completely inspired the bulls' mood and confidence to follow the market today."

"As soon as the trend of the Shanghai Stock Exchange Index came out in the past two days, it seemed that the tragic plunge the day before yesterday was really a complete washout."

"It's just washing dishes!"

"It can't be said that. The market's volume energy is already over 7000 billion. At this volume level, no main force funds should be able to completely guide the market. The market plunge the day before yesterday was mainly due to the settlement of short-term backlog of profit orders. The market is a consistent behavior under the suppression of arbitrage, and the violent rebound of the market in the past two days, in fact, upon careful analysis, it is also a consistent behavior under the joint action of emotions and news."

"Yes, in general, if the pattern and trend of the 'bull market' remain unchanged, then incremental funds will continue to flow."

"The market has continued to have a strong short squeeze for two consecutive weeks, which has resulted in too many short-selling funds on the sidelines. That's why... the rebound has been so strong."

"After a large amount of short-term profit taking and arbitrage selling, the upward pressure on the index at this stage has been significantly relaxed, so it is not as laborious to rise as before."

"Is it also affected by the continuous short squeeze trend in the external market? Depending on the situation, the trend of U.S. stocks has also completely turned."

"The U.S. stock market has been in a 'bull market' trend for several years, right?"

"I think the impact of the external market is not the focus. The core is that the trend of our Big A itself has changed. The 'bull market' pattern has been recognized by the vast majority of investor groups inside and outside the market. It is also because of this recognition that the This demonstrates the market’s strong resilience on the upward trend.”

"The main thing is the change in investment confidence..."

"Isn't it a policy-driven shift that then leads to changes in the fundamentals of infrastructure, military industry, finance, consumption and other industries, which leads to an increase in future expectations, and finally usheres in the hype of the capital group, which leads to a change in investment confidence? The core is still Expect changes on this thing.”

"No matter what the root cause of the trend change is, in short, at this time, the entire market is already in the 'bull market' stage. This expectation...is always consistent, right?"

"That's for sure. With more than 7000 billion in energy, it's not a bull market, it's a bull market!"

"If the index can regain its lost ground in such a quick time, it means that the obvious continuous short squeeze trend should continue. At this time... the index risk is basically not big. The focus is actually on individual stocks."

"Yes, after the market re-enters the range of radical investment sentiment, it is indeed better to be light on the index and heavy on individual stocks."

"In the half hour since the opening of trading today, the two main lines of 'infrastructure' and 'military industry' have been highlighted, as well as the main lines of concepts related to the 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central and State-owned Enterprises' Individual stocks and concept sectors with strong correlations rebounded the strongest and attracted the most funds. This should mean that these early popular main lines have completely adjusted and have restarted their upward trend after the extreme sell-off the day before yesterday, right?"

"It can be said that, haven't you even written the check for the 'Chengfei Integration', which is the most negative thing?"

"The check from 'Chengfeiji' is not too bad, right?"

"According to previous expectations, the check reorganization failed. Not to mention falling back to the original point, there should be at least 5 or 6 lower limits to go. Now it has only gone to three lower limits. It must not have fallen through. However, the market sentiment today is very Okay, and it is the two main lines of 'infrastructure' and 'military industry', as well as a number of popular concept themes in the early stage, and the market liquidity is relatively abundant. It is reasonable for this check to be bought by a large number of short-term funds today. It's just a matter of fact...I don't dare to follow this check and this position."

"The two main lines of 'infrastructure' and 'military industry', although they have attracted a lot of funds today, are also going the strongest. There are signs of taking over the previous main line of 'big finance' and rotating the core main line market, but I feel... the market's The core market situation still revolves around the main line of 'big finance'!"

"I agree. I also feel that the main lines of 'infrastructure' and 'military industry' in this position are not as stable as the main lines of 'big finance'. At least in terms of follow-up expectations, they should be a bit worse."

"The market is strong. No matter which core line you follow, you should be able to make money."

"That's true. As long as it's the core main line, it's going up pretty hard today."

"1700 stocks are going up, buy whatever you want."

"The elasticity of leading stocks should be higher, right?"

"There should be nothing wrong with continuing to do 'flush'. Since this check has reached a new high, there will be no upward pressure in the future."

"Flush, Oriental Fortune, Western Securities, Hengsheng Electronics...these tickets should not be bad."

"Does anyone follow the check of 'China Railway' that the 'Yuhang Group' focused on buying yesterday? Do you think this check... can become a leading stock with a core weight like 'China Metallurgical' in the early stage?"

"As long as the two core lines of 'infrastructure' and 'military industry' restart the upward trend this time, I don't think there is a big problem."

"Since the Shanghai Stock Exchange Index broke through 2900 points from 3000 points, the market development of the two main lines of 'infrastructure' and 'military industry' has actually lagged behind the performance of the broader market, right? According to the favorable macroeconomic policies, these two core main lines have The future expectations of the market are actually continuing to increase. In this case...then these two main lines should have a comprehensive demand to make up for the increase after the adjustment of the decline.

I think that in the near future, before the two main lines of 'infrastructure' and 'military industry' have completed their complementary increases.

Its market trend and disk performance are definitely stronger than the core main line of 'big finance'.

Moreover, I think this is also the fundamental reason why Mr. Su's "Yu Hang" funds have replenished these two core mainline chips on a large scale after reducing their positions previously.

At present, I just don't know how much chips Mr. Su's "Yuhang Department" has regained in the two main fields of "infrastructure" and "military industry"? "

"The bargaining chips that the 'Yuhang Group' will make up for are definitely not limited to the 'China Railway' check."

"It's natural, but I don't know exactly how many there are!"

"I feel that Mr. Su's 'Yu Hang Group' must have replenished a lot of chips in the fields of 'infrastructure' and 'military industry' on a large scale when the market plummeted the day before yesterday, right?"

"Mr. Su's 'Yu Hang Group' was definitely the biggest bullish force on the market when the market plummeted the day before yesterday."

"No matter how much chips Mr. Su's 'Yuhang Department' has replenished with funds, the only thing that can be determined is... the trends and market conditions of the two core main lines of 'infrastructure' and 'military industry' are obviously not finished, and we only need to Knowing this is actually enough, and you can buy stocks that follow the trend as major capital flows gather in large numbers."

"Yes, in fact, there is no need to analyze so much..." "As long as the market trend continues upward, and the main line market outlook and the follow-up effect of the main financial groups continue to strengthen, then there is no need to consider position, stock price, etc. For things, just one word, 'buy' is enough."

"Remember, this is a bull market, it's a bull market..."

"Also, remember that this is just the starting point of the bull market. Judging from the 4000-point position of the Shanghai Stock Index in the future, all chips in the current market are actually cheap."

"Haha, that's right. So, insisting on Qingshan and not letting go is the most appropriate trading strategy at this time."

"This is to make the short term longer!"

"Of course it is, haven't you heard of a saying? In a bear market, you have to close when the market is good, and in a bull market, you have to hold on to stocks. Anyway, I plan to hold on to the stock 'Flush'."

"Okay, this round, I'm going to give it a try."

"No, if you ask me... you still have to learn from Mr. Su. Don't you see that Mr. Su only does medium and long-term transactions now, not short-term transactions?"

"That's different. Mr. Su is now in charge of a capital volume of hundreds of billions. With a capital volume of this level, would you like to give it a try on a short-term basis?"

"If this volume is to be short-term, how liquid should the market be?"

"Anyway, it is definitely unrealistic in A-shares. For short-term investment with this amount of funds, looking at the world, there is only the foreign exchange market."

"In the foreign exchange trading market, it is impossible to use hundreds of billions of funds to do short-term transactions."

"In short, at this time...since the market has definitely entered the 'bull market' stage, it is necessary to pay attention to the pattern, and it is time to pay attention to the pattern!"

"Yes, pattern!"

"There must be a 'bull market' pattern."

In the extremely hot discussion on hot money among large investors in the group, with the rapid refresh of messages in the group...

The market trading time has slipped to around 10:30 unknowingly, and when the market trading time passed one hour after the opening.

The trading conditions in the two cities began to stabilize significantly.

Regardless of the time-sharing energy, index growth, or even the trend of the core sector indexes related to each main line, they no longer continue to advance. Instead, they began to fluctuate sideways near the intraday high point and further gained momentum.

At a time when the index, volume and energy, and mainline sectors are oscillating sideways.

The popular stocks and core leading stocks in the market have indeed performed one after another.

At 10:36, following 'China Airlines Heavy Machinery', two related concept stocks, 'Aerospace Development and Hongdu Aviation', launched an impact on the daily limit and quickly sealed the daily limit.

At 10:42, the check for 'Blue Stone Reload' also hit the daily limit. It not only completely reversed the previous day's lower limit, but also achieved the second consecutive limit.

At 10:53, the check "Chengfei Integration" pulled up the daily limit in a straight line, with an amplitude of more than 10 points during the day.

At 10:58, 'China Railway', a newly added heavyweight stock of the 'Yu Hang Group', rose 7% during the day, showing a trend of hitting the daily limit.

At 11:06, many stocks such as 'Shanghai Sanmao, Pudong Construction, Shanghai Construction Engineering...' hit the daily limit, and the 'Shanghai Free Trade Zone' sector index rose further during the day, exceeding the 2.5% intraday increase.

At 11:17, after a brief increase in volume in the morning, the market of 'Huake Dawn' continued to shrink and continued to hit the daily limit, forming the 14th daily limit since its listing. It was about to surpass the record when 'Blue Stone Heavy Equipment' was listed. A record of 15 consecutive boards.

At 11:22, the two early leading stocks of the "infrastructure" main line of "Beijiang Communications Construction and Shibei High-tech" hit the daily limit upwards.

At 11:28, just before the midday close, the growth rate of 'LeTV' once again surged past the 5% mark.

Finally, when 11:30 came, the two cities ushered in the moment of closing at noon.

I saw that the Shanghai Index was set at an intraday increase of 1.61%, while the Shenzhen Index and ChiNext Index rose by 1.29% and 1.37% respectively. Although the growth of the two major indexes lagged behind the Shanghai Index, the overall rise in the market was still relatively obvious.

And in addition to index performance.

In terms of volume and energy, the half-day turnover of the two cities also reached over 4000 billion.

As for the performance of the major core lines, a number of related industry sectors in the main lines of 'infrastructure' and 'military industry' ranked at the top of the industry sector growth lists in the two cities, followed by the securities sector in the main line of 'big finance', and the main line of 'technological growth' The film and television media, Internet software, and Internet application industry sectors in the field are second.

In terms of the main line performance of major conceptual themes, the 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central and State-owned Enterprises', which were also directly affected by last night's positive impact, led the overall gains. , and then the concept sectors such as 'military industry', 'Internet finance', 'Shanghai Free Trade Zone', 'mobile games', 'online new media', and 'celebrity shareholding' ranked second in terms of gains.

Of course, in terms of individual stock performance.

Whether it is a hot stock in the near future or a leading stock in the core main line in the early stage, it is basically in full bloom.

Active capital groups from all parties and short-term speculation capital groups are extremely active in following up and undertaking. The money-making effect of the market has also returned to an absolutely hot atmosphere.

Facing the money-making effect of such a hot market.

Especially seeing that the Shanghai Stock Index so easily achieved a full counter-attack on the huge negative line of the previous day, bringing the index back to the 5-day line, and once again showed the impact of the 3300-point mark ahead.

Both inside and outside the market, tens of millions or hundreds of millions of retail investors, as well as large hot money investors and even major institutional groups, are all somewhat shocked.

Of course, after being shocked...

Everyone is becoming more and more determined about the 'bull market' pattern of the entire market.

At the same time, those short-term profits and arbitrage funds that were used to reduce their positions through large-scale selling the day before, looking at such an exciting market trend, secretly regretted it in their hearts, and once again wanted to rush into the market and get it back quickly. The desire to lose chips, and many investors have already taken action in the market trend in the morning.

And those who were originally in the market's plunge the day before yesterday and the market's rebound yesterday.

There are a large number of investors who are hesitant and don't know whether to pursue it.

At this moment, I felt some regret. The desire to radically raise funds in my heart was stronger than that of the previous investors who had reduced their positions and cleared their positions.

As for those potential investor groups who have not paid much attention to the market before.

At this moment, they were also obviously attracted by the money-making effect of the market, and they all turned their attention to the vigorous A-share market.

All in all, at the time of the market's strong counter-attack and comprehensive counter-offensive, the market's potential bull power and potential incremental capital group power are still increasing crazily and constantly pouring into the market.

Moreover, in addition to the natural spread and fermentation of emotions due to changes in the market itself.

On major online stock discussion platforms and major financial media websites, a large number of institutional analysts, investment consultants, financial influencers, stock commentators, and various Internet stock gods are also sparing no effort when the index is fully reversed. Singing bullish sentiments and being more aggressively bullish on the market further confuses and even incites the sentiments of the majority of retail investors.

There are also various off-site investment consulting companies and various nominal investment companies.

At this moment, they also saw the money-making opportunities in the hot market, and started to open up "over-the-counter financing" business to provide access to the market for small retail investors who have limited funds and do not have the ability to open financing accounts with formal securities firms. Leveraged funds for stock trading.

Under this series of emotional reactions and changes in various favorable factors.

Even during the lunch break, there was no obvious positive or negative stimulus in terms of macro news, and the entire market news was calm.

However, when 1 p.m. arrives.

After a brief suspension of one and a half hours, the two cities once again ushered in continuous bidding transactions.

I saw that no matter the index, major popular main lines, and related industry sectors and concept sectors, they all ushered in a new wave of rapid rise.

And in this short period of promotion.

The time-sharing capacity of the two cities was once again expanded.

Countless short-selling fund groups on the sidelines, as well as potential long-term fund groups, quickly poured into the market and began to raise high-quality stocks almost indiscriminately.

"Boss, with such a market trend and such a ferocious capital acceptance effect... 3300 points should be right in front of you, right?"

At 1:05, inside Yuhang and Yuhang Investment Company, in the main fund trading room, I saw the Shanghai Stock Exchange Index breaking through in a flash, breaking through the 1.7% and 1.8% increase marks along the way, and once again refreshing the index point to 3280 points. , and almost all the core main lines of the market exploded. Wang Can stared at the market closely, with an expression of excitement clearly on his face, and said happily: "This market trend is simply too strong, this is the 'bull market' Is it a tyrannical posture? This is my first time to experience it personally."