Rebirth of the investment era

"Hey, the continuity of transportation construction in Northern Xinjiang has come out!"

Seeing that as he ignited the price, Beijiang Communications Construction was out of control, and the market exploded again. The stock price increased from around 4% to more than 7%, and it was likely to hit the daily limit. Zhou Kan was slightly surprised. , obviously surprised and said: "Boss, you are really awesome. We have really leveraged the two major market trends of 'infrastructure' and 'state-owned enterprise reform'."

"I really didn't expect that the stock with the strongest follower effect would be the stock of Beijiang Communications Construction." Xu Xiang looked at the market trend of the stock of Beijiang Communications Construction and the changes in volume and energy. He looked a little surprised and hurriedly gave orders. Zhou Kan, "Now that the market has turned, there is no need to hesitate, just hit the daily limit for Beijiang Communications Construction! This check... depends on the situation, and it is blocked at Beixin Road and Bridge, which is a sign of completing the exchange of high and low new and old leaders."

"Okay!" Zhou Kan continued to respond with a smile.

Then, he ordered the traders to send the check to Beijiang Communications Construction, and directly transferred more than 30 million in funds. In one fell swoop, he directly pushed its stock price to the daily limit, and then... Before they could close the big order, The subsequent follow-up funds have placed orders and raised funds at a speed of seconds, blocking their way.

So, the next second when the stock price hits the daily limit.

On Beijiang Communications Construction's market, more than 150,000 orders appeared to block the buying channel, sealing the check on the daily limit board.

Then, with the strong daily limit of Beijiang Communications Construction.

In the entire market, the two main areas of 'infrastructure' and 'state-owned enterprise reform' retraced sharply at the beginning of the market. A number of popular stocks that plunged sharply were attacked by huge flows of buying funds, and the stock prices of each stock rose rapidly. Among them, Beixin Road and Bridge suffered a continuous attack of thousands of large buying orders. The stock price rebounded to a 5% increase in half a minute, showing obvious signs of "the big monster will never die".

At the same time, as the market of these mainline popular stocks rebounds.

Other stocks in the fields of "infrastructure" and "state-owned enterprise reform" also began to face further attacks from various follow-up funds, and the trend rebounded rapidly.

Of course, at this moment...

The 'big financial' sector, which was originally the main line of 'infrastructure' and 'state-owned enterprise reform', switched high and low, as well as other oversold rebound straight-line market sectors. At this moment, the trend is completely in line with the rapidly rebounding concepts of 'infrastructure' and 'state-owned enterprise reform'. On the contrary, in the field sector, there are signs that both bullish sentiment and follow-up funds are ebbing.

"This change in market conditions is interesting!"

At 10:39 in the morning, in the internal fund trading room of Yuhang and Yuhang Investment Company, Su Yu looked at the changes in the market prices of the two cities on the big market screen. He couldn't help but smile and said: "Pull the market, seal the market, Beijiang." Communications and Construction, this capital that has reactivated the hype in the two major fields of 'infrastructure' and 'state-owned enterprise reform', the timing of the move is really precise, amazing!"

"Is this the market trend, turning back to the two main lines of 'infrastructure' and 'state-owned enterprise reform'?" Li Meng also noticed the obvious recovery of the two main lines of 'infrastructure' and 'state-owned enterprise reform', and was a little surprised. , "The market trend this morning is really going from wave to wave, but it's going up again and again!"

Su Yu nodded slightly and said: "Some of the main funds in the market who thought they were smart did not switch high and low well at all. The market routes they attacked were scattered and scattered, and they could not gather enough sustained money-making effects and follow-up funds. So... it is necessary to If you want to maintain the current market situation, you will naturally return to the old path."

"In fact, if the index wants to continue to break through, regardless of expectations, emotions, money-making effects... from all aspects, only the two main areas of 'infrastructure' and 'state-owned enterprise reform' can support the market, and other main areas The field is somewhat less interesting."

"After such a shock, market attention and follow-up funds have refocused on the two main market trends of 'infrastructure' and 'state-owned enterprise reform'. If they continue to pull up, the pressure should be much less than at the beginning of the market, right? "Li Meng said with a smile, "This violent shock is due to a combination of circumstances, which has continued the space and vitality of speculation in the two main areas of 'infrastructure' and 'state-owned enterprise reform.'"

"Yeah!" Su Yu responded, "After the violent shock at the beginning of the market, a lot of profit-taking orders that had been accumulated before have been released, and it is estimated that a lot of loosened hold-up orders have also been released. Overall, the chip structure of these two main areas has been After re-optimization, everyone’s position cost should have increased significantly, so the upward pressure will naturally be alleviated.”

"Buy it..."

Su Yu paused for a while, then turned around and told each group of traders in the trading room: "Refund the small positions you sold at the opening. This should be the best buying point today. The market has completed the shock adjustment. , If there is no major negative impact on the news at noon, the index and market will probably continue to develop in this situation."

"Okay!" The traders responded and added back the positions they sold at the beginning of the trading day.

At the same time, in Yanjing and Chenghua Public Fund Company, in the main fund trading room, fund manager Gong Tiancheng saw that the market conditions were clearly moving towards the fields of 'infrastructure' and 'state-owned enterprise reform'. He couldn't help but patted the table with an ugly look on his face. Regretfully said: "I didn't expect that the market could turn back. It seems that there is really no expectation for the 'Big Finance' line. Alas... the position adjustment is too hasty!"

When the market opened, we saw that the market trends in the two main areas of ‘infrastructure’ and ‘state-owned enterprise reform’ were not correct.

And there are obviously big funds in the 'big finance' field.

So, he immediately ordered the traders to sell a lot of their positions and move them into the field of "big finance" amid the plunge in the market prices of the two main themes of 'infrastructure' and 'state-owned enterprise reform'. Unexpectedly... It's not yet noon, and the market trend has begun to converge towards the fields of 'infrastructure' and 'state-owned enterprise reform'. At the same time, he has just completed a large purchase of stocks in the securities sector, and the market trend is already showing weakness. , the active buying funds that follow the trend, and their stock prices are in an overall decline.

This time, he not only lost a large number of high-quality chips in the fields of "infrastructure" and "state-owned enterprise reform".

There is a high probability that the newly added position adjustment chips will be trapped.

The losses that came and went made him so angry that he cursed his mother. At the same time... he also deeply regretted his failed operation.

"Manager, I don't think there's anything wrong with us adjusting positions like this, right?" Hearing Gong Tiancheng's emotion, Zhou Qiang, an assistant to the fund manager on the side, responded, "Brokerages are the pioneer market sector of the bull market. I think if the market can really continue to break through, If it stands above 2,500 points, there will definitely be a big market trend in the brokerage sector."

"You also said it was a no-no." Gong Tiancheng sighed, "Looking at the evolution of the market, it is obvious that apart from the two main areas of 'infrastructure' and 'state-owned enterprise reform', market breakthroughs in other directions will not receive broad investment from the market at all. The unanimous recognition of the investor group, coupled with the breakthrough in market volume, is obviously lower than expected. It is even more difficult to generate a comprehensive market. I don’t believe that it is only based on the speculation of ‘infrastructure’ and ‘state-owned enterprises’ that have reached the end of the speculation. Reforming the market conditions in the two main areas can really lift the index to 2,500 points and start a comprehensive bull market."

"Then now..." Zhou Qiang said, "it's too late to switch."

Gong Tiancheng said helplessly: "Forget it, forget it, just treat it as being washed out. At this time... it doesn't make much sense to pursue it anymore. The two main lines of 'infrastructure' and 'state-owned enterprise reform' have reached this point." It has become a feast for shareholders, and those who continue to follow the trend from the sidelines may not necessarily be able to make money.”

As the two of them talked...

At the same moment, the same similar scenes are happening inside many domestic asset management institutions.

Everyone thinks that the release of good news at a high level will inevitably cause great selling pressure on the areas of 'infrastructure' and 'state-owned enterprise reform' that are at the core of the market. The market is adjusting in the two main lines of 'infrastructure' and 'state-owned enterprise reform'. , it is bound to form a new market switch.

However, these smart big money players guessed the beginning, but not the outcome.

I never thought that the market changes that I led could not gather enough long sentiment and follow-up funds in the market, and could not form a real market synergy. Instead, I lost a lot of chips, and at the same time, I was trapped in the weak market sector, and could no longer Follow up the main line market operation.

In this changing situation, the ebb and flow of the market changes.

At 11:30 a.m., the two cities closed at noon. The Shanghai Stock Exchange Index remained near 2,400 points, up 0.88%, which was basically the same as the increase at the opening. At the same time, the Shenzhen Stock Exchange Index and the ChiNext Index bottomed out and rebounded, returning to the red market. Increases of 0.53% and 0.42% respectively.

In addition to the index performance, the half-day turnover of the two cities reached 73.233 billion.

Compared with last week, the volume has further increased significantly.

As for the market, the two main areas of 'infrastructure' and 'state-owned enterprise reform', as well as the main area of ​​'growth stocks' in the direction of small and medium-sized board and GEM, followed a huge and volatile deep V trend. At the close of the market, the increase basically rebounded. Reached the opening position.

The "big financial" sector that once performed fiercely, as well as many weak sectors in the market that rebounded from oversold conditions.

It has followed a completely opposite trend to the two main conceptual areas of ‘infrastructure’ and ‘state-owned enterprise reform’.

For example, the most prominent 'Securities' sector once rose 2.37% during the session. However, at the close of the afternoon, as the market prices of the 'Infrastructure' and 'State-owned Enterprise Reform' sectors recovered, and as the popular mainline market siphoned active funds on the market, Securities The sector's growth rate has dropped back to 0.73%. It has gone from a state of significantly outperforming the market index and a large inflow of main funds within the sector to a state of underperforming the market index and a return of main funds flowing out of the sector. A large number of investors have followed suit. funds and investor groups.

In terms of individual stocks, individual stocks in the 'big financial' field, such as Huaxin Securities, Huashang Securities, Huatong Securities, Bank of Communications, Huashang Bank and other heavyweight financial stocks, have embarked on a high-volume 'pulse fluctuation' trend. The rest of the 'military industry, non-ferrous metals' The trends of core constituent stocks in weak sectors such as Coal and Coal are also relatively similar to those of stocks in the large financial sector.

The trends of stocks in the fields of 'infrastructure', 'state-owned enterprise reform', and 'concept growth stocks' are basically opposite to those of stocks in the financial sector. They have shown a trend of falling sharply and then rising again. Among them... Related Popularity The stock market trend was quite strong after the market trend turned from divergence to unity.

For example, Beijiang Communications Construction closed the market directly and hit a new rebound high; although Beixin Road and Bridge failed to close the daily limit at midday closing, it still closed with an increase of 7.35%, showing a strong and volatile attitude; Shibei High-tech , Shanghai Sanmao, Shanghai Steel Union, Oriental Fortune, LeTV and other popular stocks have also returned to their positions at the beginning of the market and continued their strong rebound trend.

And the core weights of "infrastructure" and "state-owned enterprise reform" such as China State Construction Engineering Corporation, China Metallurgical Corporation, China Communications Construction, China Railway Construction, China CNR, China South Locomotive, Gemdale Group, China Fortune Land Development... Although the trend of large-cap stocks is slightly worse than that of small- and mid-cap concept stocks, they are still strong and the upward rebound trend has not changed.

Faced with such a midday closing result...

There are a large number of investors in the entire market, some are excited, some are sighing, some are angry and scolding, and some are lucky to sigh, it can be said that there are many.

After all, the market situation changed suddenly in the morning, as well as the intertwining and transformation of various main line market conditions.

As a result, many investor groups lost their chips, and at the same time, a large number of investor groups mistakenly adjusted their positions and followed the trend, and were temporarily trapped in stocks in the weak market area of ​​pulse fluctuations.

"What the hell, I made index money but not money again."

"Hey, at 10 o'clock, I sold Beixin Road and Bridge and bought Guangda Securities. I thought my operation was amazing. But when I saw the market closing at noon, I was like, damn, I was blind. I couldn't see at all. It can be said that the operation was as fierce as a tiger, and when I saw the result of 250, I was very depressed!"

"Indeed, it's better not to watch the market."

"You can still make money if you don't read the market. You're just busy working in vain... In the end, not only did you not make any money, you also lost a lot."

"The two main lines of 'infrastructure' and 'state-owned enterprise reform' fluctuated so violently this morning, which really washed out countless floating chips!"

"It's good to wash it off. Only when it's clean can it continue to grow."

"Staying in the stock market is like being a widow. This is true. I was almost scared to death today, but luckily I held it in."

"The amplitude of Beijiang Communications Construction and Beixin Road and Bridge is really extraordinary. I almost thought the market was over, but I didn't expect that it actually pulled up again in the end."

"The dragon's head is immortal, and the demon is immortal! You really have to have faith in the dragon's head's holdings."

“You really have to have faith to hold the chips!”

"I guess Mr. Su is still locking up his position today. Damn it... Beixin Road and Bridge and Beijiang Communications Construction have such a good opportunity at a low level. You really shouldn't be timid."

"Yes, after 10 o'clock, opportunities are everywhere."

"At that time, I was buying Beixin Road and Bridge and Beijiang Communications Construction at the bottom. Now I would have made a profit of 10 points. Hey... why did I give up?"

[A book-chasing app recommended to me by an old book friend I have known for ten years, Yeguo Reading! It’s so easy to use. I rely on it to pass the time while driving or before going to bed by reading and listening to books. You can download it here

】

"It feels like the two main market trends of 'infrastructure' and 'state-owned enterprise reform' will accelerate again in the afternoon."

"Will Beixin Luqiao hit the daily limit in the afternoon? It feels like the trend of this leading stock is obviously not over yet."

"There is a high probability that it will rise to the limit, but this check feels a bit blocked by Beijiang Communications Construction today. At around 10 o'clock, the moment when the market prices for the two main lines of 'infrastructure' and 'state-owned enterprise reform' picked up, it was completely Beijiang. This was driven by the strong daily limit increase of the China Communications Construction Co., Ltd.’s check.”

"I also feel that there are signs of traffic jams in Northern Xinjiang today."

"I hope both checks can rise, so that the market conditions in the two main areas of 'infrastructure' and 'state-owned enterprise reform' will further deepen, and everyone will be able to earn more."

"The market trend this morning can be considered quite explosive, right?"

"It must be very explosive. With this trend and the closing result, who would have thought?"

"To be honest, today's market trend is really not suitable for keeping an eye on the market. The more you keep an eye on the market, the more fear you will feel. Alas... trading operations really cannot be guided by emotions. Friday's huge benefits are inherently good. It was expected that the market would definitely rise sharply today, but when the opportunity came, I was scared."

"I was timid in the morning, but in the afternoon I had no choice but to chase higher."

"It's true, one step is slow, each step is slow. Looking at this situation, the index has stabilized at 2,400 points."

"As long as the two main market trends of 'infrastructure' and 'state-owned enterprise reform' can continue, I am really optimistic that the index will rise above 2,500 points."

"It will definitely reach 2,500 points. After all, today's shock has made the market much cleaner, and the upward pressure is not that great."

"Hey, securities are the real pit today."

"Securities have been pitted not once or twice. I feel that in the 'big financial' sector, it is impossible to have a big market before the market turnover reaches less than 200 billion. Therefore, no matter how the main players try to expand this field, they must insist on It’s good if you don’t follow the trend, you won’t lose money for sure.”

"I'm also stupid. Somehow, I followed the securities."

"Isn't it said that securities are the pioneer sector that started the bull market? Why are they so fooled? It's really just a follow-up and a loss, and the flesh is cut to the point of despair."

"It's so funny. The vanguard sector that started the bull market is just a slogan shouted by the main force. It's just a lie. The purpose is to attract everyone to come in and unwind, so as to save the main institution from being trapped. Anyway, no matter how loud some people shout, I just Follow Mr. Su’s position direction.”

"Yes, in this market, only Mr. Su is the real bright light."

"After the index and individual stocks fluctuated, they then recovered. This is a sign that the chip structure has changed from differentiation to consistency. Depending on the situation... the market will most likely accelerate its rise in the afternoon."

"Inevitably, although the market fluctuates violently, the index is near 2400 points and has not encountered too strong resistance at all. I am optimistic that the market will continue to break through in the afternoon. Unfortunately, my position is already full. Otherwise, at this position... I will definitely have to continue to increase my position. .”

"If the index continues to break through, the market will definitely revolve around the two main lines of 'infrastructure' and 'state-owned enterprise reform.'"

"There should be no doubt about this. After all, judging from the volatile trend this morning, other main line concept sectors simply cannot bear the responsibility of leading the index breakthrough."

There were heated discussions among many market investor groups, and they all thought about the market situation in the afternoon.

The bullish sentiment in the market, which had been disrupted during the market change in the morning, began to recover strongly during the short lunch break. A unanimously bullish situation was formed again, and potential investors outside the market were gearing up and holding funds in their arms. , more and more investors are preparing to charge into the market as their emotions become more radical.

Under this emotional interpretation and transformation, time quickly moved to 1 p.m.

The two cities ushered in the second half of continuous bidding transactions.

I saw that the market had just opened. In the morning market, the main concept stocks of 'infrastructure', 'state-owned enterprise reform', and core weight stocks that showed a strong state were further attacked by follow-up funds from all walks of life. The stock prices advanced simultaneously with the volume. Getting stronger as we go.

At 1:30 p.m., the 'State-owned Enterprise Reform', a core concept sector index in the two cities, rose by more than 3%. More than 30 stocks in the sector rose by more than 5%, 11 of which hit the daily limit, and main funds flowed in frantically. Relevant small and medium-cap concept stocks have completely shown a trend of rising and limiting.

At 1:50, real estate, high-speed rail, public transportation, building materials, building decoration, cement, steel, Shanghai Free Trade Zone, Internet finance...a number of early popular concept sectors all accelerated their rise, and the Shanghai Stock Index rose by more than 1.5%. , standing at 2410 points, the Shenzhen Stock Exchange Index and the ChiNext Index also rose by more than 1%, and the turnover of the two cities hit the 100 billion mark.

At 2:20, the market conditions centered on 'infrastructure' and 'state-owned enterprise reform' began to diverge again. Among nearly 2,000 stocks in the two cities, except for suspended stocks, 93% of the stocks were in the red, and all concept sectors and stocks in the two cities were in the red. All industry sectors also showed a trend of decline, and the overall money-making effect of the market continued to climb.

At 2:45, the Shanghai Stock Index exceeded the 2% increase and stood at the 2420 point mark. At the same time, the turnover of the two cities hit a new high in this round of rebound, touching the 120 billion mark.

At 2:50, when the time entered the last ten minutes of the trading session, a large number of small and medium-cap concept stocks in the fields of 'infrastructure' and 'state-owned enterprise reform' all set off a daily limit trend, and the money-making effect reached the extreme. Among them, Beixin Road and Bridge had no intention of doing so. The daily limit has been re-sealed in other places, achieving a trend of seven consecutive boards, further opening up the space for market speculation.

Finally, at 3 o'clock in the afternoon, the two cities ushered in the closing moment.

The Shanghai Index was set at 2429.33, up 2.11%, while the Shenzhen Index and GEM Index rose 1.73% and 1.62% respectively. The two cities had a total turnover of 130.849 billion, reaching the 130 billion turnover mark for the first time this year, and once again hit the Shanghai Index's eight-point Lianyang’s strong trend record.