Rebirth of the investment era

“Damn it, Shibei Hi-Tech exploded like this in the morning trading, and the big order was blocked! Whose handiwork?”

Seeing that in the fields of 'infrastructure' and 'state-owned enterprise reform', many stocks have been closed on the market, and related indexes have regained strength. In various major industry sectors, the main funds have once again changed from a net outflow to a net inflow. Yuhang, where Su Yu is located, In the hot money group, some hot money sighed in disbelief.

“Not only Shibei Hi-Tech, but also Hi-Tech Development has also been reopened!”

"It seems that the hype path of 'infrastructure' superimposed on 'state-owned enterprise reform' is not wrong in itself. It is indeed right to close the funds of Shibei High-tech in early trading."

"Shibei High-tech has both the concepts of 'infrastructure' and 'state-owned enterprise reform', and it was also the leading concept stock of the original 'Shanghai Free Trade Zone'. In addition, its stock price has corrected from last year's high to now, and has been cut in half twice. , almost back to the low point, and in the current trend, it has a strong hype gene."

"Damn it, it's a pity that I was too timid in the early trading and didn't dare to join. Now I will see the big funds blocking the way, and I can only sigh in despair!"

"Beixin Road and Bridge and Shibei High-tech Zone, these two checks should be the most leading ones at the moment."

"Damn it, you just said 'Shanghai Free Trade Zone', now 'Shanghai Sanmao, Shanghai Steel Union, Wanqi Enterprises' have skyrocketed, reaching their daily limit!"

"Shibei High-tech's large orders have been closed, and the stocks of the "Shanghai Free Trade Zone" leading companies with state-owned backgrounds such as Waigaoqiao and Shanghai-Hong Kong Group have risen by more than 5%, and the "Shanghai Free Trade Zone" line has been led by It’s reasonable to get up, but...it’s a pity that the reaction is too slow, so I won’t be able to keep up.”

"Everyone, it feels like the market is diverging!"

"It's not just a feeling, the market has diverged. With 'infrastructure' and 'state-owned enterprise reform' as the core, financial and Shanghai Free Trade Zone concept stocks with related state-owned assets background have all been attacked by a large number of buyers."

"So fast, the index rebounded so fast."

"It feels like it's reversed. After the Shanghai Stock Index filled the gap, the market reversed."

"Indeed, overall, in all major areas of the two cities, buying has begun to take the initiative again."

"Let me go, the Shanghai stock market has closed its daily limit at three cents. The 'Shanghai Free Trade Zone' line has been completely brought up. Alas... I didn't say it, the market sentiment is climbing at full speed, and the exciting moment is back. , everyone, attack with all positions, I will deal with Shanghai Steel Federation first."

"Brother Zhao, can you help Kumho Group? If you can't, I will seal the second board for you!"

"Huagong International is on the rise, is there anyone following suit? This is also an old monster, and it is also a pure core stock with the concept of 'infrastructure' plus 'state-owned enterprise reform'."

As the messages in the group continue to refresh...

On the market of the two markets, many mid- and small-cap stocks with the concept of 'infrastructure' superimposed on 'state-owned enterprise reform', and 'infrastructure' superimposed on 'Shanghai Free Trade Zone', or 'state-owned enterprise reform' superimposed on 'Shanghai Free Trade Zone', began to Due to the patronage of active hot money from all walks of life in the market, its stock prices have skyrocketed.

And as these stocks rise straight up.

The index sectors and industry sectors to which it belongs also rebounded passively.

Therefore, when the time advanced to about 10:20, the market conditions of the two cities had already spread from the fields of 'infrastructure' and 'state-owned enterprise reform' to the entire market, even the extremely weak small and medium-sized boards and the GEM board, which had been abandoned by countless major funds. The fields of 'mobile Internet' and 'smartphone industry chain' have also slowly recovered from the plunge and have returned to red amid the rapid rebound and market spread across the market.

At 10:25, when China Railway Group, which carries the three major concepts of 'infrastructure', 'state-owned enterprise reform', and 'wealth road concept stocks', once again set a new intraday high with the help of large funds gathered from all walks of life, Hitting the daily limit price, market sentiment was once again led to a climax.

Immediately afterwards, at 10:27, the Shanghai Stock Index recovered all its early losses and hit a new intraday high.

At 10:29, China Metallurgical Corporation was the first to seal its daily limit, once again becoming the first large-cap blue chip stock to strongly seal its daily limit in the entire field of "infrastructure" and "state-owned enterprise reform".

At 10:30, with the daily limit of MCC, the Shanghai Stock Exchange Index once again set a new intraday high, standing at 2130 points.

At 10:32, the gains of the Shenzhen Stock Exchange Index and the ChiNext Index also expanded to 1%, also recovering all the losses in the early trading stage.

So far, all three major indexes have set new intraday highs.

The investment sentiment and bullish sentiment in the two cities have once again returned to the high point at the opening, and the trading volume in the two cities has once again exploded sharply compared to yesterday.

"It's actually back up." Seeing that the three major market indexes all set new intraday highs, market sentiment and trend patterns also completely reversed, the Magic City, Principal Financial Headquarters, and the 'Future Investment Mixed Selection' product trading room all hesitated before. Zhao Zhongming, the decisive fund manager, could not help but look surprised at this moment. He sighed helplessly, slapped his thigh hard, and ordered to the trading team leader Yi Xiaopeng, "Xiaopeng, buy, buy... the market has reversed! "

Yi Xiaopeng heard the manager's instructions and sighed helplessly while instructing the traders in the trading team to buy.

He had previously thought that the market could not go down, and it was a bit like a short trap. Unexpectedly, it turned out to be so.

Fortunately, it is not too late to fully pursue positions now. The two main lines of "infrastructure" and "state-owned enterprise reform" have been determined, and the space must not be only 10 to 20%.

With the follow-up of position chasing of the main fund products of Principal Financial...

With the passage of market trading time, many public funds, private equity funds, and state-owned self-operated investment institutions, especially the major institutions with very low position levels, began to follow suit after they became clear that the market rebound was indeed sustainable. Buy and get back the chips you sold before.

The same goes for hot money and retail investors.

After seeing that the market has indeed achieved a sustained profit-making effect, and the two main lines of 'infrastructure' and 'state-owned enterprise reform' are getting stronger and stronger, more and more related concept stocks have risen sharply, or even hit the limit, and the market is also continuing. When it spread to other conceptual fields and concept sections, everyone began to follow suit.

Therefore, under the influence of this emotion, various types of buying orders are intertwined and promote each other.

The three major indexes, Shanghai Composite Index, Shenzhen Composite Index and ChiNext Index, continued to rise and get stronger after setting new intraday highs.

Until the midday close, all three major indexes rose by more than 1.5%, of which the Shanghai Stock Exchange Index rose by more than 2.56%, rebounding the index to a high point, all the way to 2150 points.

As for the two major areas of ‘infrastructure’ and ‘state-owned enterprise reform’, which are the main directions of funds from various sources in the market.

In related industry sectors, such as construction decoration, building materials, steel, real estate, etc., the industry sector index rose by more than 4%. Among them, China MCC hit the daily limit, achieving the second consecutive board, and China Railway hovered at the daily limit price, crazy After changing hands, core stocks such as Huaguo Construction, Huaguo Communications Construction, Huaguo Baosteel, Wuhan Iron and Steel Co., Ltd., and Conch Cement all rose by 5%, continuing yesterday's strong performance.

Compared with yesterday, it’s not the same...

Today's 'Shanghai Free Trade Zone' and 'Internet Finance' are two core concept sectors that were hotly speculated last year, and have also been fully promoted. Among them, 'Shibei High-tech, Shanghai Sanmao, Pudong Construction, Waigao Qiaoqiao and Shanghai Steel Federation' both closed their daily limits. The stocks of Shanghai-Hong Kong Group, Huagong International, Shanghai Construction Engineering, High-tech Development, and Wanqi Enterprise also all increased by more than 5%. The market capital situation showed a large inflow. state.

Of course, compare with the strength in areas such as ‘infrastructure’, ‘state-owned enterprise reform’, and ‘Shanghai Free Trade Zone’.

A hot growth stock in the early stage covered by the two core concepts of 'mobile Internet' and 'smartphone industry chain', although it passively turned red amid the overall surge in the index, regardless of the large inflow of funds on the market, it was still active The buying situation is still the weakest in the two cities.

Faced with such midday closing results, the vast majority of investor groups in the two cities were excited and excited.

“Sure enough, holding shares requires faith!”

"Let me just say, the appearance of Mr. Su's 'Wealth Road' will definitely be a buying point for the market."

"Haha, today's trend is really exciting. It opened high and dived, and then fully counterattacked. I don't know how many people who didn't hold on were washed away!"

"Hey, I was washed away. I really have no money-making life!"

"Fortunately, I held on. I knew that if Mr. Su increased his position on a large scale, the market would not be able to fall anymore."

"Infrastructure, infrastructure, infrastructure is indeed the strongest!"

"The two main lines of infrastructure construction and state-owned enterprise reform should be fully developed. I feel that there is still a lot of room for follow-up on these two main lines!"

"Waigaoqiao, Shibei High-tech, Shanghai Steel Union, Shanghai Sanmao and other old demon stocks last year's "Shanghai Free Trade Zone" concept have reached their limit, coupled with the Beixin Road and Bridge concept brought about by the concept of infrastructure construction and state-owned enterprise reform , China MCC, China Railway and other new hot stocks, today’s hot money and institutions feel that they are in resonance with the market situation.”

"Indeed, the entire 'infrastructure' field has spread across the board."

"This driving effect has basically shown that the two concepts of 'infrastructure' and 'state-owned enterprise reform' are the main lines of the market outlook."

"Obviously, the market is developing around these two lines."

"Well, judging from the market conditions in these two cities, it is true that the main line is quite clear, and the hierarchy of leading stocks and popular stocks is basically clear. We should follow the trend of 'infrastructure' and 'state-owned enterprise reform' in the future. It’s easy to do, hey… I finally saw a clear opportunity to make money.”

"In this round of market conditions, the winners in the market are definitely China Railway Group and China Metallurgical Group Co., Ltd."

"As for conceptual leaders, I feel that the three stocks of Beixin Road and Bridge, Shibei High-tech, and Waigaoqiao have a higher probability."

"China Railway and Beixin Road and Bridge are supported by President Su's 'Fortune Road' and 'Fusheng Road' seats, and they are heavily involved, so the trend and the follow-up effect of various funds are so strong, but Huaguo MCC is so strong , and today it is stuck as the leader of the Chinese military of China Railway Group, which is why I feel that the core main capital of this stock is not like Mr. Su!"

"I don't know. MCC was not on the Dragon and Tiger list yesterday. I don't know who is taking the lead."

"MCC MCC cannot escape from the Dragon and Tiger List today, right? You'll know just by looking at it. It's probably either Mr. Su or the joint efforts of big organizations."

“The market has been so exciting in the morning, I wonder how the market will perform in the afternoon.”

"Emotions and the following effect of funds from all walks of life have already arisen. If nothing unexpected happens, let's move up unilaterally!"

"There should be little room for upside today, right? The transaction volume of the two cities in the morning exploded to about 58 billion, which is nearly 15% higher than the half-day transaction volume yesterday morning. However, according to common sense, incremental funds from the off-site market will follow up. It needs continuous time to ferment, and it is impossible to react so quickly. Therefore, based on the transaction volume in the morning, I am afraid that there will still be insufficient acceptance in the afternoon market. We do not expect the index to continue to rise sharply in the afternoon, as long as it can be stable until the close. .”

"Indeed, we don't expect to continue to rise sharply, as long as we can stabilize until the close, it is a victory."

"Hey, I have no money, otherwise I would have continued to chase positions in the afternoon. With this market trend, two consecutive high-volume positive lines have broken through, coupled with the return of Mr. Su's 'Fortune Road' seat, the index has rebounded upward, at least there is still There is at least 10% space, and individual stocks...especially the leading stocks in this round, there is still at least 30% to 50% space. Buying at this time is really a sure way to make money."

“I hope there will be a few more favorable developments from the direction of the regulatory authorities or the direction of national macro-control!”

"I'm not asking for benefits, I just want the IPO suspension to be longer and the regulators to stop sucking blood from a market that doesn't have much active capital."

"Yes, by suspending the issuance of new shares, the market can really take a breath, otherwise... I don't know how long this bear market will continue."

"Before the last big bull market started, the bear market lasted for four years, and this round of bear market is probably going to be much longer than the last one. At least we need to see the credit direction loosen."

“At present, does the central bank have any tendency to loosen monetary policy?”

"It's not possible for the time being. The domestic inflation rate is not low. It would be good if we don't raise interest rates. It's impossible to cut interest rates and loosen credit."

"It seems that the current market can only be treated as a rebound."

"If you don't rebound, you can't call it a bull market. Don't have any illusions... Last year, institutions and regulators shouted for a bull market. As a result, the index fell by nearly 30%, almost hitting a new low, and individual stocks even more so. While obviously low, continue to cut in half.”

"It doesn't matter what the market is, it doesn't matter whether it's a bear market, a shock market, or a bull market. Anyway, I only focus on one indicator, and that is Mr. Su's 'Fortune Road' seats. As long as Mr. Su's 'Wealth Road' is still on the dragon and tiger list." To buy, the fund he manages still maintains a high level of position, so I will hold it full and aggressively pursue hot spots. If Mr. Su's "Wealth Road" clearly clears the position, just like it did in the past few months, then it will be considered an institution. , the regulators shouted loudly about the "bull market", and I resolutely stepped out and never took any hesitation. What the hell... I just didn't follow Mr. Su's "wealth path" in the last round, so I was stuck in the market. The losses have been heavy and we can’t even recover now.”

"I agree, it doesn't matter what market it is, as long as you follow Mr. Su, you are right!"

Amidst extremely exciting and heated discussions among many market retail investors, the lunch break passed by in a flash.

Then, at 1 o'clock in the afternoon, normal trading resumed in the two cities.

After the emotional fermentation at noon, I saw that just after the market opened, active funds in various fields in the two cities, as well as some incremental funds following the off-site follow-up, further rapidly moved towards the areas of 'infrastructure', 'state-owned enterprise reform', and 'Shanghai Free Trade Zone'. The two major cities led the influx of gains in the main concept areas and continued to push up the market prices in these major concept areas.

With this extremely high-pitched emotion spreading, and many large institutions gradually converging on the same view, they are eager to increase their positions and seize the profits of the rebounding market.

At 1:20, the Shanghai Stock Index's gain further expanded to 3%, and the index point stood at 2160.

At the same time, in the field of 'infrastructure', the construction and decoration industry sector index rose by more than 5%, and the building materials, steel, and real estate industry sector indexes all reached more than 4.5%. Among them, Conch Cement and Bayi Steel hit the daily limit, and China Railway closed Dead limit.

At 1:25, the 'state-owned enterprise reform' concept sector, which includes hundreds of stocks in the two cities, also rose by nearly 5%, and there are many small and medium-sized state-owned assets in the sector that have both the concept of infrastructure and the concept of the Shanghai Free Trade Zone. The stock market started a rising trend. At one time, more than 15 stocks hit the daily limit.

At 1:53, the turnover of the two cities exceeded 80 billion. Compared with yesterday, the volume continued to increase significantly.

At 2:05, after reaching a maximum increase of 3.38%, the Shanghai Stock Index began to weaken and showed signs of falling again. At the same time, buying orders in the two cities also began to shrink.

"Buying has reached the limit again." Observing that the time-sharing capacity of the two cities has weakened and the buying has shrunk, Li Meng, inside the trading room of Yuhang Investment, said with a little worry, "In the last hour of late trading, the market is probably going to be There's going to be trouble again, and yesterday's scene is probably going to happen again."

Su Yu stared at the big market screen in the trading room and said: "It doesn't matter, today's market prices have spread more obviously. The two core concepts of 'infrastructure' and 'state-owned enterprise reform' have been generally recognized by the majority of investors in the market. , even if there is a short-term decline due to weak market volume, it will not change the result of these two main lines leading the market rebound in the future. At the same time, the money-making effect has been completely achieved. Once the market falls too much, the subsequent profit-making effect will be jealous, and the main line chips will be jealous. Funds will be quickly replenished and the market will be restored again.”

"Let's now..."

Su Yu paused and continued with a smile: "Just keep the dynamic balance of the position at the high water mark, occasionally maintain the market, and follow the rebound trend to reap profits along the way."

As he spoke, the index slowly fell as buying orders shrank.

However, just as he expected, when the index slowly fell to about 2.75% at the midday closing price at 2:36, some funds that were jealous of the market's money-making effect and the main line chips began to trade at this relatively low level again. Intervene by buying the bottom in the middle position.

With the intervention of these funds, the index gradually rose again.

Finally, when the market closed at 3 o'clock in the afternoon, the Shanghai Stock Exchange Index still closed at an increase of more than 3%, successfully standing at 2160 points, and hitting two consecutive high-volume positive lines, establishing a strong rebound trend and pattern. At the same time, it also gained momentum. Hongdi has created a money-making effect in the market and investor confidence.

ps: Two chapters and 10,000 words, please vote, it shouldn’t be too much! ! !