Rebirth of the investment era

I saw that related sectors in the 'infrastructure' field, as well as core popular stocks, suddenly intensified selling. China Railway's increase fell from around 5% to 3%, and China MCC's increase dropped from around 6% to 4%. Even Beixin Road and Bridge, which was sealed by the daily limit at the opening, has also loosened up, and the market has gradually increased in volume.

In addition to other sectors in the 'infrastructure' sector, selling was even heavier.

Among them, the two core main-line related concept sectors of 'mobile Internet' and 'smartphone industry chain' in the direction of small and medium-sized board and GEM, as well as their core stocks, plummeted in a straight line, swallowing up yesterday's market in almost a few minutes. All gains on the rebound.

"Sure enough, the fate of going high and going low is inevitable."

Seeing that the market's trend after opening was significantly lower than expected, many investors who originally had high expectations for the market couldn't help but sigh and express their feelings.

"Hey, Big A is just a soft-footed shrimp, and all the benefits are useless!"

"It seems that yesterday's big rebound was short-lived and the market will have to fall back."

"Mr. Su's 'Wealth Road' can't save the market. What the hell? Those who just cut their positions in early trading and chased higher stocks with other stocks, don't bury me!"

"This trend... might as well open lower."

"Indeed, if you open low, you might not kill so hard."

"Why are there so many selling orders all of a sudden? These guys...can't they just wait for the market to rebound to a higher level before selling? I'm speechless!"

"Everyone is frightened. I want to sell when I see the rebound. To be honest, looking at this trend, I can't help but want to sell part of it."

"Hey, everyone has been tortured crazy by the market. According to the previous historical trend of the market, after opening high, the market has never shown a trend of buying high and hitting high. So everyone has the mentality of wanting to sell at the opening and buy again at the low. It’s normal, and in fact... looking at the index performance, the market has indeed gone this way.”

"Generally speaking, there is still insufficient confidence and incremental funds to undertake, and it cannot support the market."

"Indeed, in the face of the sudden huge selling, the existing active funds in the market cannot handle it at all. Alas... It would be great if these major financial players were as decisive as Mr. Su's 'Wealth Road'. I feel that at this time, What the market needs is the courage of the main funds to dare to attack upward."

"The vast majority of institutions have also been frightened by the market trends in the past few months and dare not easily follow up on a large scale."

"Indeed, among the main organizations in the field, there are still very few people as courageous as Mr. Su."

"Hey, the mood has set in, the funds can't keep up, and the market can't be supported. It's a pity that the main line of 'infrastructure' that Mr. Su has pulled out."

"Yes! If today's 'infrastructure' line cannot be stabilized and cannot produce sustained profit-making effects, I'm afraid it will be doomed again."

“I don’t know how much chips Mr. Su’s ‘Wealth Road’ has put into this main line. According to the scale of the two main funds under the entire ‘Yuhang Investment’ company, if Mr. Su continues to violently increase his holdings on this line, The bargaining chip should be able to hold it up."

"It's impossible. If the market is long and cannot form a synergy, it will only lead to a more miserable death."

"What the hell, it's still falling!"

"The Shanghai Stock Index is obviously rushing to fill the gap. If the gap opened higher is not filled, the plunge will probably not end."

"Hey, with this trend, it's really better to open lower."

"Damn it, all major sectors in the 'infrastructure' field have a net outflow of main funds!"

"Not to mention the major sectors in the 'infrastructure' field, the entire market and major industry sectors are experiencing net outflows of capital at the moment. Look at the two major sectors of 'mobile Internet' and 'smartphone industry chain' in the GEM and small and medium-sized board directions. Many growth stocks on the main line are almost falling in a straight line at the moment, and they have already recovered a little bit of the gains they managed to rebound yesterday."

"This trend is really weak!"

"Fortunately, I waited for a few minutes when the market opened, otherwise I would have been buried again."

"It seems that today is another trend of burying people. Those who chased the highs in early trading have been completely buried at this moment."

"It is said that when a bear market is chasing highs, it is most easy to lose money. Hey... why can't I control my hand? It looks like I will have to cut my flesh again tomorrow."

"Don't be afraid, even if you dive, I guess it won't fall much today. After all, according to the chip structure on the market, most of the sell-offs are T-funds, and the market has just rebounded by less than 10 points. , the upward trend has not yet touched the core holding market area, and the real selling pressure is not great. As long as the index covers the gap and falls to a low level, the funds for T will be replenished in an instant, thus stabilizing the index. "

"It makes sense. I also think that at this time, it is difficult for the market to rise, but when it falls, the momentum is actually not great."

"Overall, although the market has generally fallen this time, the 'infrastructure' sector and the 'state-owned enterprise reform' concept sector are still the strongest in the two cities. There is obvious resistance to the decline. I think the index stabilized during the session. After that, there should be opportunities in these two areas.”

"Believe Mr. Su, you must have faith in the 'Way of Wealth'."

"The Shanghai Stock Index is between 2100 and 2200 points, and the pressure is not particularly great. I don't believe that the market has been falling for so long, and the Shanghai Stock Index cannot even stabilize at 2100 points."

"The previous 2,000 points have fallen below, and the 2,100 points cannot stabilize. It is normal."

"I'll go and the Shanghai Stock Exchange will fill the gap!"

In the entire market, there was an extremely heated discussion among investors. At 9:48, the Shanghai Stock Index opened higher and fell back, all the way down. At this moment, it finally wiped out all the gains at the opening and returned to near the flat market. , covering the entire gap that opened higher.

As the Shanghai Stock Exchange Index filled the gap, the Shenzhen Stock Exchange Index and the ChiNext Index all fell below 1%.

Similarly, the performance of sectors and individual stocks in the two cities, except for a few popular and strong stocks in the two major areas of 'infrastructure' and 'state-owned enterprise reform', other stocks have smoothed out the gains from higher openings and returned to below the opening position. The entire The market, regardless of trend or sentiment, can change from strong to weak in an instant.

Seeing the Shanghai Stock Index covering the gap, the market was filled with a dark shadow of pessimism.

Yuhang, inside the fund trading room of Yuhang Investment, Li Meng briefly removed his eyes from the computer screen and hurriedly asked Su Yu: "Mr. Su, it's almost done. There is no one to rely on here. There are signs of market sentiment collapsing again." , it will be even more difficult to really let the market continue to kill and gather emotions and follow-up funds."

"Wait a little longer." Su Yu said, "When the trend is divided equally, when the volume is increased again, it will be almost the same."

If we want to take advantage of the market's fall and clean up the floating chips, we need to clean them more thoroughly. Only in this way can the subsequent trend and the market become lighter.

At this moment, although due to the violent diving, more and more people began to follow the trend and sell.

But panic did not spread.

This can be seen in the volume and energy distribution of the time-sharing trend.

And only when panic appears in the market and all unstable floating chips start selling, is the best time to take over at a low level and turn the market around.

Only at this time can we take action to stabilize the market and pull the index back up from the trough.

Only in this way can the market sentiment be revived to the greatest extent, while the pressure of pulling orders can be reduced to the greatest extent, and the intensity of chip exchange on the market can be increased.

"Okay!" Li Meng responded, "Then wait a little longer."

As the two exchanged briefly, the time passed 9:50, and the Shanghai Stock Exchange Index fell further after covering the gap. At the same time, the decline of the Shenzhen Stock Exchange Index and the ChiNext Index also expanded further.

As the index's decline further expanded, the time-sharing capacity of the two cities also began to explode again.

At 9:52, China Railway and MCC led the rise in the core 'infrastructure' stocks, and the gains fell back to about 2%. Huaguo Construction, Huaguo Communications Construction, Huaguo Railway Construction, Huaguo Baosteel, and Wuhan Iron and Steel Co., Ltd. The gains of a number of core stocks have all fallen back to close to flat, and the indexes for the major 'infrastructure' core industry sectors of 'building decoration, building materials, steel, and real estate' have also fallen back to close to flat.

At 9:53, in the 'state-owned enterprise reform' concept section, several small-cap state-owned holding concept stocks that had hit the daily limit in early trading exploded. Among them, 'Beixin Road and Bridge', which was sealed by the one-word daily limit, further loosened, with the trading volume in one minute. Within a year, the number has increased sharply from 11 million to 23 million, and there is a big trend of blowing up the market.

At 9:54, several core stocks of Bayi Steel, China Fortune Land Development, and Kumho Group turned green.

At 9:55, in the direction of GEM and SME board, in the two core probability areas of 'mobile Internet' and 'smartphone industry chain', a number of growth stocks fell to more than 2 points, among which Internet Speed ​​Technology fell by as much as 5%, a new low for the year. Many core GEM stocks such as LeTV, Huayi Brothers, and Oriental Fortune all fell by about 3%.

At 9:56, the time-sharing volume in the two cities further exploded, and the panic of market selling began to spread.

At 9:57, the Shanghai Stock Index plunged all the way and closed at 2100 points again.

"It still doesn't work." In the 'Future Investment Mixed Selection' fund product trading room at the Principal Financial Headquarters in Shanghai, fund manager Zhao Zhongming frowned as he looked at the crazy diving market. The plan to increase his position, which he had planned to increase, suddenly changed his mind. He hesitated, "Do we have to go back to 2000 points to find the bottom?"

Through the market trend, he can clearly feel that the GEM index has no support and the internal chip structure is not stable at all.

According to past market trends, if the most popular small and medium-sized boards and GEM cannot stabilize, it will be difficult for the market to have a big market trend and find a sustained upward trend.

"Manager, should we increase our position?" Yi Xiaopeng, the leader of the trading team, asked urgently.

Zhao Zhongming hesitated for a moment and said: "Let's take another look! The market trend still feels weak. This wave of 2100 points cannot be held. The Shanghai Stock Index may have to explore 2000 points again to confirm the bottom."

Following a brief conversation between the two.

The same moment and the same scene are happening in public funds, private equity funds, and even many self-operated investment departments of securities firms, banks, and insurance companies across the country.

Facing a market that is completely unable to stabilize after opening higher.

After yesterday's closing, I saw the "Fortune Road" large-scale increase in positions in the "Infrastructure" sector, and before today's morning trading, many large institutional funds were excited about the game, with infinite longing and hope, and were ready to enter the market to raise funds. At this moment, they all hesitated. They all subconsciously pressed the pause button on the comprehensive increase in positions.

Of course, there is a moment when most traders from large institutions are hesitant.

There are also quite decisive people who have chosen an all-out attack.

For example, at this moment inside Zexi Investment, in the trading room, Xu Xiang stared at the Shanghai Stock Index, which had completely covered the jump gap and was once again testing the support of 2100 points. With a sharp light in his eyes, he immediately issued a big order to the fund manager Zhou Kan. A large-scale purchase order.

"Boss, buy at this time." Zhou Kan hesitated after hearing Xu Xiang's instructions.

At this moment, just looking at market sentiment and trends, the trends of most stocks in the two cities are extremely scary.

Basically, the selling is increasing, while the number of active buying orders is decreasing.

"Yes, buy!" Xu Xiang nodded slightly and emphasized, "There are several core 'infrastructure' stocks that have traces of Mr. Su's position building on 'Fortune Road', and there are also 'state-owned enterprises' that have gained popularity and hot money had closed their stocks in the early trading. Reform' concept stocks, buy them on a large scale, don't worry, you can't lose money at this position, and... I judge that this should be the lowest point and the best buying point today."

In recent days, there is not much room for the index to rebound.

In other words, in the short term, there is not much profit accumulation.

In addition, the index plummeted below 2,000 points before, which has digested most of the panic in the market.

Therefore, he can firmly judge that at this position of the index, the room for correction is very limited, and even though there are not many incremental funds in the market and active funds on the market, the blessing of seats on Fortune Road and the macro direction of the market continue to increase. If the release is favorable, it can form a strong support for the market.

As for the "infrastructure" line, the "wealth road" has finally been opened.

He believed that the other party would not just let it go and allow the market conditions and emotions that had finally been raised to decline and collapse like this under the intervention of heavy positions.

So, under the influence of various factors, he concluded that this is the place to buy, and there is nothing wrong with it.

"Okay!" Zhou Kan paused. Although he had some questions in his mind, he didn't have time to ask. He quickly issued buying orders to the two trading groups in the trading room, and followed Xu Xiang's intention to intervene in the 'infrastructure' on a large scale. , 'state-owned enterprise reform' two major areas of popular popular stocks.

And as Zhou Kan's trading order was issued.

In just half a minute, tens of millions or hundreds of millions of funds were instantly poured into the market of the target stock.

After the sweep of these funds, at 9:59, the decline of "infrastructure" core stocks such as China Railway, China Metallurgical Corporation, Kumho Group, China Fortune Land Development, Conch Cement, etc. instantly stagnated, while the "state-owned enterprise reform" In terms of direction, especially for the state-owned stocks in the Magic City area, such as Shibei High-tech, Waigaoqiao, Shanghai Construction Engineering, Pudong Construction, High-tech Development, etc., the decline also stalled momentarily. On the market, the buying and selling situation reversed in the blink of an eye.

Then, at 10:01.

When the buying and selling situation of these stocks reversed, the indexes of various sectors in the two major fields of "infrastructure" and "state-owned enterprise reform" also reversed and rebounded in an instant.

"Hey, the buying volume of many core popular stocks suddenly increased dramatically!"

I saw the trend of China Railway Group, China MCC, Kumho Group, China Fortune Land Development, Conch Cement, Shibei High-tech, Waigaoqiao, Shanghai Construction Engineering, Pudong Construction... and other stocks have experienced explosive reversals and started to quickly start from low levels. Pulling up, Yanjing, Huashang Securities' proprietary investment department, fund manager Wu Dayong looked surprised for a moment, turned his head and reported to Liao Guanghua, general manager of the proprietary investment department behind him: "Mr. Liao, shall we... follow up?"

Liao Guanghua was silent for about ten seconds and said in a deep voice: "In terms of investment logic, there is no problem with the 'infrastructure' line. Now that the market has stabilized, it is a rare buying point. Let's follow up! Put our previous The positions that were lost during the continuous decline of the market were added back.”

"Okay!" Wu Dayong responded, and then ordered the traders to quickly follow the warehouse.

Similarly, at this moment in Yuhang, inside the Yuhang Investment Company, in the fund trading room.

Su Yu stared at the Shanghai Stock Index which had risen again at 2100 points, as well as the sudden amplification of buying orders for many popular stocks in the two major fields of 'infrastructure' and 'state-owned enterprise reform'. There was also a hint of surprise on his face, and he smiled. Said: "Sure enough, there are a lot of smart funds in the market. We don't need to support them. There are already a lot of main funds and they have begun to rush away."

While Su Yu was talking, Li Meng also noticed the obvious changes in the market. His originally tense heartstrings relaxed slightly and responded: "Fortunately, it is stable. It seems that in the hearts of many smart funds, the Shanghai Index is still at 2100 points." It has a supporting effect, and everyone is not really bearish on the market."

"The reason why they acted was not because the Shanghai Stock Index had support at 2100 points." Su Yu said, "And they smelled the smell of making money and realized the buying point here."

After saying that, Su Yu paused and immediately issued instructions to the two trading groups: "Everyone, the buying point has arrived. Follow the trend and buy. Put in all the available funds in your respective accounts. Don't worry about the cost. At this time , what the market needs is popularity and emotional heat."

"As long as the popularity and sentiment are high, it will be fired up."

"Investors from all walks of life in the market can reach a consensus here, and then... there will be room for subsequent market movements!"

As Su Yu's order was issued, the sounds of mice and keyboards in the traders' hands suddenly rang out, and with this sound, hundreds of millions of funds poured into various places through the trading channels of securities firms. The market for a target stock sweeps the selling orders ahead regardless of cost.

Zexi Investment, Huashang Securities, Yuhang Investment...

When the main traders of smart large institutions began to rush to the front, they continued to increase their positions in core and popular stocks in the direction of "infrastructure" and "state-owned enterprise reform".

At 10:05, the Shanghai Stock Index pulled out a straight line and returned to 2115 points.

At the same time, the indexes of core industry sectors such as building decoration, building materials, steel, and real estate in the field of 'infrastructure' have also seen an almost simultaneous linear rise. The index increase has also returned to more than 1% and 1.5%, and 'state-owned enterprises' In terms of the reform concept sector, several mid- and small-cap concept stocks that had previously exploded on the market were quickly closed and regained their strength following the follow-up of huge amounts of funds.