Rebirth of the investment era

"The high opening range of the index is really lower than expected, but fortunately, popular stocks performed well, and the market's money-making effect is still on."

Seeing the market's final opening performance, some people among the retail investors gathered in the discussion area of ​​the trading platform were filled with emotion.

"That's right, the outer market was all green last night."

"Indeed, if the Shanghai Stock Exchange Index can open above 2,200 points, it is actually a victory."

"Mr. Su's 'Fortune Road' is still so powerful. This entire collective bidding process is so strong that almost all of it is 'Fortune Road' concept stocks."

“Looking at the ‘Wealth Road’ concept section of the market, the increase has exceeded 6%, which is terrifying.”

"The influence of Mr. Su's 'Fortune Road' is originally the only one in the market. It is normal for the stocks he directly participated in to have call auction trends like today."

"On the whole, the money-making effect of the market is still concentrated on the main lines of 'infrastructure', 'military industry', and 'Internet finance', which were very strong yesterday. Sure enough... the market law of 'the strong will always be strong', It’s still valid no matter what time!”

"Although from the perspective of the entire collective bidding, the market profit-making effect is indeed mainly concentrated in the main areas of 'infrastructure', 'military industry', and 'Internet finance', but in terms of these main areas, the strength and weakness are still Some are obvious, 'Infrastructure' is the strongest, 'Internet Finance' is second, and 'Military Industry' is the weakest."

"If the market is leading the rise, it must be the 'big infrastructure' line."

"Sure enough, 'big infrastructure' is still needed to save the market. In fact, in the past two or three months, the core main line of the market has been 'infrastructure', right?"

"You can say that, but just last month, the correction of this line was really fierce."

"Now, the market should have completely adjusted, right?"

"I dare not say that in other main line fields, the 'big infrastructure' line, since Mr. Su's 'Wealth Road' has such a large-scale involvement, it must be the end of the adjustment."

"It doesn't matter whether the adjustment is over or not. Since Mr. Su is buying, just follow the trend."

"Yes, if you buy with Mr. Su, you won't lose money!"

"The key is the really strong stocks, such as Beijiang Communications Construction, Shanghai Construction Engineering, Tianshan Cement, Hengsheng Electronics, and several checks. They are directly blocked by the Wuliang one-word daily limit. I listed the 'Shanghai Stock Exchange' at 12:01 last night Construction Engineering's daily limit purchase orders have not yet been transacted."

"Even the large-cap stock MCC has been sealed at its daily limit. I really didn't expect it."

"Not all of the 14 stocks in the 'Fortune Road' concept sector have a daily limit. I think I can buy the others that have not reached a daily limit."

"Yes, I also think you can buy it. Today, on the whole, the popular stocks in the main fields of 'infrastructure', 'military industry' and 'Internet finance' are getting stronger and stronger during the collective bidding stage, which shows that the market is optimistic In this direction, there is an endless stream of funds willing to undertake these stock chips."

"Really, for all the stocks in the 'Fortune Road' concept sector, when the call auction ended, the stock prices were all at the highest point."

"Buy, buy, buy, there is only one word at this time, 'buy'!"

"Since the Shanghai Stock Exchange Index has opened above 2200 points, it is enough to show the solid support of this position. I feel that today is definitely the trend of the big positive line continuing to break through."

"It's inevitable! The stocks that hit the daily limit yesterday are very well accepted in the call auction today. There is no reason why the market should not continue to rise."

Amid the heated discussion, the five-minute pause in trading fleeted. At 9:30, the two cities entered the official continuous bidding trading stage.

I saw that the market prices of the two markets had just started to beat.

The main funds that are active in the market, as well as the vast number of retail investors who follow the trend of short-term speculation, continue to pour into a large number of concept stocks that hold positions in "Fortune Road" crazily.

At 9:31, in just one minute, Pudong Construction, which opened with an increase of about 7%, was quickly pushed to the daily limit by a huge amount of buying funds.

Immediately afterwards, at 9:32, Chongqing Development and Capital Holdings reached their daily limit.

At 9:33, Jinzheng Co., Ltd. and Hualian Heavy Industry rushed into the market.

At 9:34, China Railway Construction rose straight up, hitting the daily limit upwards.

At 9:35, Huaguo Construction's increase exceeded 5%, and the turnover increased rapidly. In 5 minutes, it broke through the 500 million turnover mark.

At 9:36, within the constituent stocks of the 'Fortune Road' concept sector specially separated by the trading platform, more than 7 stocks have hit the daily limit, and the overall concept sector has increased by more than 5%, almost achieving the overall daily limit, far ahead of the two cities' concepts plate.

At 9:37, a number of related industry sectors in the field of 'big infrastructure', such as 'building decoration, building materials, steel, real estate, machinery and equipment, public transportation' and other industry sector indexes rose by more than 5%, and the overall index rose by more than 5%. In the direction of capital flow, the net inflow trend is still expanding.

At 9:38, in addition to the "Fortune Road" concept sector, which is a relatively special concept sector, "state-owned enterprise reform", "Shanghai Free Trade Zone", and "New Silk Road" are also rising rapidly. Absorbing follow-up funds from active markets.

At 9:39, driven by the main line of "big infrastructure", the Shanghai Stock Exchange Index quickly reached the 2240 point mark, and the increase expanded to more than 5%.

At 9:40, the net inflow of main funds in various industry sectors in the entire "big infrastructure" field reached 500 million.

At 9:41, the number of stocks with daily limit concepts in the field of "big infrastructure" exceeded 15, and most of them were shrinking stocks that naturally changed hands.

At 9:42, Beijing New Building Materials hit the daily limit upwards, and the building materials industry sector index rose to about 5%.

At 9:43, Gemdale Group and Poly Real Estate surged straight up, causing a riot in the real estate sector.

At 9:44, the ‘Fortune Road’ concept sector index rose by 8%, and 10 of the 14 concept stocks in the sector reached their daily limit.

At 9:45, the Shanghai Stock Index broke through the 2245 point mark, and the increase instantly expanded to about 1%.

At this point, after 15 minutes of trading at the beginning of the market, the rebound market relying on "big infrastructure" as the core continued to explode, and the market continued to make money. At the same time, there were many hot spots in the fields of "infrastructure", "military industry" and "Internet finance". The speculation market, with concept stocks as the core hype point, is also advancing rapidly, wildly attracting a large number of envious and enthusiastic retail investors both inside and outside the market to follow up.

"This market trend is really...crazy!"

At 9:47, in the Shenzhen Stock Exchange, inside Xiniu Fund Company, in the 'Manniu No. 1' fund product trading room, the trading team leader Mou Zhengxing looked at the sector index called 'Fortune Road Holdings Concept Stocks' on the trading platform. The increase made me feel completely shaken. I couldn't help but sigh: "The concept stocks held by 'Fortune Road' are almost at the daily limit across the board. The investors who followed the trend are really crazy. There is also an index performance. I really didn't expect it." , it was so weak in the early stage, but now the external market trend is obviously cloudy and tends to be pessimistic, but it has formed a breakthrough trend with great momentum."

"This is the charm of the trading market!" Fang Xinsheng, the fund manager standing next to Mou Zhengxing, smiled and said, "Unexpected, but also reasonable."

"How can this be reasonable?" Mou Zhengxing asked.

Fang Xinsheng responded: "Isn't it? At this position, the Shanghai Stock Index has gone out of an independent trend. After careful analysis, the logic is still very clear. First of all, it is oversold. The funds that were trapped for various reasons in the early stage were in panic when it was oversold. The centralized clearing reduces the pressure on the market to rebound upward."

"Secondly, the reshaping of the chip structure on the market, the large-scale entry of 'Yu Hang Group' funds, and the macro news, whether it is the regulators or senior leaders, are constantly releasing positive incentives to the market, these... …all of which continue to stimulate the market’s bullish nerves and bullish sentiment!”

"Furthermore, the overall market valuation has been compressed to the extreme, and after the new shares are listed, the IPO restart is actually negative."

“These also essentially deepen the accumulation of long power in the market.”

"So many potential factors are intertwined. When the market is severely oversold, and at the same time, the 'Yu Hang Group' has entered the market on a large scale, trying to stir up the market's long sentiment to the maximum extent, in this case, the market has gone through a wave. Ling Li's continuous violent rebound is naturally reasonable."

"It's just that most people didn't expect that it would be at this time when the external market is generally declining."

"And this is exactly what makes Mr. Su of the 'Yu Hang Department' really great!"

Fang Xinsheng paused and continued: "At this time, he stirred up market sentiment and drove the market out of a violent rebound. Not only did it open up the market situation in one fell swoop, it reshaped the core market trend of 'infrastructure', but also made the market Under the negative pressure of external trends, a more thorough transformation of the chip structure has been formed."

"The violent rebound at the bottom is too consistent and is not good."

"Appropriate divergence and volume increase will enable a more complete exchange of market chips, so that the subsequent rebound can go further!"

"And there's no doubt ... the market is changing in that direction."

"Of course, the majority of investors in the market are chasing the concept stocks held by the 'Fortune Road', which is indeed a bit outrageous. They are just buying without thinking and following the trend!"

"However, the market influence of this 'Fortune Road' is really enviable!" At some point, general manager Liu Xin walked into the trading room. Hearing Fang Xinsheng's words, he couldn't help but sigh, "As long as we are in Longhu When a buy seat is revealed on the list, countless funds from the market gather to follow suit and voluntarily carry the sedan chair."

Fang Xinsheng heard Liu Xin's voice, turned around and nodded slightly to him, and then responded with a smile: "Mr. Liu can't just see the advantages and not the disadvantages. The greater the market influence of 'Fortune Road', as their asset management scale grows, is getting bigger and bigger, in fact, the operations are becoming more and more restricted, otherwise they would not have launched an unidentifiable 'institutional' seat as the main trading seat of the 'Yuhang No. 3' fund."

“The greater the market influence of ‘Fortune Road’, the greater the impact it will have on inducing market sentiment and the market trend of the relevant targets it holds.”

"This situation..."

"When they are fully committed to buying, it is naturally a huge help."

“But if extreme market conditions occur and the liquidity of the entire market rapidly depletes, it will be very difficult for them to complete a quick exit with such a large position size. At that time, they will have no trading seats. The influence not only does not provide any help, but is a huge hindrance when playing."

"So, there is nothing to envy. All funds in the market have always sought advantages and avoided disadvantages."

"We follow this logic and carry out strategic operations. Whether it is chasing the market or following the trend, we will not lag too far behind."

"That's true!" Liu Xin thought about Fang Xinsheng's words, nodded, and continued, "Now the market should be considered completely stable at 2200 points, right? Mr. Fang... Do you think this time's infrastructure will With this main line, can we still get out of the sustained market situation like that in April and May?"

Fang Xinsheng thought for a while and said: "The support of the Shanghai Stock Exchange Index at 2200 points seems to be effective at present. As for the market rebound, whether it can get rid of the sustained market effect in April and May still needs to be further Observation, of course... At this time, there is no problem if we switch to strategy, build positions appropriately and aggressively, and get more mainline chips in the 'infrastructure' field, and the risk is not great."

"What is the current overall position status of our 'Manniu No. 1' fund?" Liu Xin continued to ask.

Before Fang Xinsheng could answer, Mou Zhengxing took a look at the position data in the background and immediately answered for Fang Xinsheng: "Back to the general manager, our fund position level is currently around 60%, and the main position direction has been adjusted to the 'infrastructure' field. , the real estate sector has the largest holdings.”

"Real estate?" Liu Xin asked, "Mr. Fang is very optimistic about the next commercial real estate and property market?"

Fang Xinsheng nodded and said: "The real estate market is loosened and hot money is surging from all sides. In order to suppress inflation and promote healthy economic development, urbanization construction led by 'big infrastructure' will definitely accelerate. The real estate market is a huge pool of funds. , and it will definitely rise.”

"Okay!" Liu Xin nodded and said no more.

After a brief discussion, the three people refocused their attention on the trading market of the two cities.

At this time, the market trading time has already reached 9:55. After the rapid riot, the 'real estate' sector has come from behind and has occupied the first position in the growth list of the industry sectors in the two cities. Among them, the core component stocks, Gemdale The Group, Poly Real Estate, and Kewan Real Estate all increased by more than 5%. Chongqing Development, Beijing Capital Holdings, and Financial Street reached their daily limit, and the industry sector index rose by about 5%.

Immediately afterwards, when market trading hours passed 10 am.

The overall money-making effect of the market began to overflow from the core main areas of 'infrastructure', 'military industry', and 'Internet finance', and moved towards the weak concept sectors that were relatively lagging behind the market trend in early trading. At the same time, they were pursued from the sidelines. The main funds, as well as the vast number of investors who follow the trend, have also begun to speculate on the logical line of "compensating for gains at low prices" when many popular stocks on the core main line are already high.

As the market gradually turns and deepens...

At 10:20, the Shanghai Composite Index, Shenzhen Composite Index, and ChiNext Index all rose by more than 1%. Among them, the Shanghai Composite Index set a new intraday rebound high and reached the 2260-point mark, with the increase exceeding 5%.

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