Rebirth of the investment era

“I’m still buying Mr. Su’s ‘Wealth Road’!”

When I saw the buying and selling positions disclosed for the stocks of 'Oriental Securities, Hengsheng Electronics, and Western Securities' on the Dragon and Tiger List, 'Fortune Road' continued to buy, and while buying, it did not sell any of them. stock chips, an extremely heated discussion instantly broke out among the large group of investors who were paying attention to the market.

"It seems that Mr. Su is more optimistic about the 'big finance' line than the previous main lines of 'infrastructure' and 'military industry'!"

"'Wealth Road' is really awesome, I have been buying it for 4 consecutive trading days."

"For four consecutive trading days, all were net purchases. This amount of money... is really beyond the comparison of ordinary main funds!"

"I just reviewed the calculation and found that the 'Yu Hang Department' funds managed by Mr. Su have purchased a lot of money on the Dragon and Tiger List in the past few days. The total buying funds of 'Fortune Road' and its two associated institutional seats have reached 3.7 billion, it just exploded... This is just the disclosed amount of funds, the real buying volume must be several times more than the disclosed amount."

"So, the 'Yu Hang Department' funds held by President Su should have at least more than 20 billion positions in the 'big finance' line, especially in the two major sectors of securities and Internet finance?"

"No doubt, it must be so!"

"The 'Yu Hang Series' main fund previously managed by Mr. Su held a large number of chips in the 'Internet Finance' sector, right? Logically speaking, Mr. Su's 'Wealth Road' is still increasing its positions in the Internet Finance sector. This shows that Mr. Su’s previous positions in the ‘Internet Finance’ sector must still be there!”

"There is no doubt that the line of 'big finance' is destined to be the core line of the market."

"It seems that the securities sector will continue to rise tomorrow."

“Mr. Su’s intensity in increasing positions is enough to show that in the coming market performance, the main line of ‘big finance’ will definitely continue to shine.”

"In fact, if the check of 'Bluestone Reload' hadn't hit the market sentiment today, the main line of 'Big Finance' would have continued to make a strong breakthrough upward."

"Hey, the check for 'Blue Stone Heavy Equipment' is really miserable today."

"Heaven and Earth, the market hasn't seen such extreme intraday trends for a long time, right?"

“The last time there was a sky-high situation in the market was a month ago, when the two main sectors of ‘infrastructure’ and ‘military industry’ fell rapidly for the first time.”

"Anyway, with the 'Blue Stone Reload' check, under today's trend, the short-term market should be over."

"The maximum total is 25 boards. This 'big monster stock' can reach the current height. The various funds and investors involved in this check have already made a lot of money."

“Indeed, the maximum space of 25 consecutive boards is already a record in the market.”

"The trend of this check has ended, which can be regarded as completing the market mission."

"Well, if it weren't for the record of 'Bluestone Reload' that continues to exceed expectations, as well as the extreme short-term bullish sentiment condensed, the Shanghai stock index would have hit 3,000 points, and there would have been recurrences. Moreover, many concept stocks should have There will not be such a hot hype market trend as it is now."

"That's right, this check is definitely indispensable for the full outbreak of 'bull market expectations'."

"However, in the short term, the 'sub-new stock' sector should be avoided, right?"

"It should be okay. Even if the market trend of 'Blue Stone Reload' collapsed today, the impact on the sub-new stock sector and the trend of high-priced stocks in the market is actually not big. Overall, the market is relatively high. Popular concept stocks did not experience extreme panic selling because of this check.”

"It is mainly the main line of 'big finance' that supports the market."

"Although the overall investment sentiment in the market is very good, the differentiated trends and sentiments in today's session cannot be ignored. I estimate that the market trend tomorrow may be differentiated and adjusted, and there was a 'main line market rotation' today. When the signs appear, I feel that a lot of funds are buying stocks in the low-level sluggish sectors of the market, doing a 'high-low switch' in the market rotation."

"As long as the market volume can support it and the transaction volume of the two cities can stabilize above 500 billion, then I think that no matter which main line of chips you hold, the chips will rise sooner or later."

"Although in anticipation of a 'bull market', individual stocks will rise and the market will rotate, but 'the strong will always be strong' still exists. Even if other mainline stocks will continue to rise with the index, the increase will definitely not be able to keep up with the trend. 'Big Financial' main line core stocks, especially the core stocks in the brokerage sector."

"Yes, if you are not deeply involved in other main lines, or if you are making a profit, it is better to concentrate on holding main line stocks."

"Unfortunately, core leading stocks with relatively consistent market sentiment have to chase high prices."

"Hey, if you think there is no need to chase the high and buy, then this check is most likely already at the key point of the long-short trend, and naturally there is no need to buy."

"The bull market focuses on momentum, while the bear market focuses on quality. Now that the bull market has arrived, we should change our strategy and follow the core main line of the market to make orders."

"No matter what, as long as the market volume can remain above 500 billion, the securities sector and many core securities stocks will definitely be the first choice for investment and trading."

"Today's volume has shrunk compared to yesterday. I feel... after the Shanghai Stock Index breaks through 3,000, it should be back to the 3,000-point support, right?"

"Just focus on the gap that jumped yesterday. As long as the Shanghai Stock Index does not fill the gap, it will be a strong performance."

“The Shanghai Index has always had the habit of filling in gaps!”

“But when a historically important bull market starts, the short jump gap is not filled. Just look at the K-line chart when the Shanghai Stock Exchange Index broke through 2,000 points in 2006.”

"Whatever, it doesn't matter whether I fill the gap or not, it won't affect my full position of securities stocks."

“In the early stages of a bull market, you must have faith.”

"As long as Mr. Su continues to buy, there is nothing to worry about."

"Yes, Mr. Su continues to increase his position in the main line of 'big finance', especially in the securities and Internet finance sectors, and with such a large-scale position, I don't believe that the market in this line of 'big finance' will easily Finish."

Amidst the heated discussion...

As time goes by, market investment sentiment and investment confidence continue to increase.

In the evening, the news was calm, but the trend of the external market was booming, which further stimulated the investor group's expectations for the subsequent market trend.

For two days over the weekend, market news remained calm.

But even if there is no clear positive news on the news, various investor groups can still summarize a lot of positive information in the review summary, which can be used as a basis for continuing to be bullish on the market outlook.

In the so-called bull market stage, during all suspension periods, the reaction of market sentiment is always tilted in a positive direction.

This is the current portrayal.

After two days of rest...

On Monday, November 3, the market once again ushered in a trading day.

At 9:15 am, under the spotlight, the two cities ushered in collective bidding.

I saw that in the entire market, there were more than 2,000 stocks, and more than 1,400 stocks had achieved high openings in the initial call auction stage.

Among them, stocks in the securities sector all opened higher.

And as a securities stock with the most attention in the market, the check of ‘Western Securities’ opened significantly higher by more than 6%.

As for the "Blue Stone Reload" check, which had a very high intraday closing trend last Friday and killed all the funds taken over during the intraday session on Friday, the "Blue Stone Reload" check, which has also attracted a lot of attention from market investors, did not appear too tragic at this moment. The money-losing effect is only slightly lower by about 2 points.

And the check of ‘Leiman Optoelectronics’ also closed with a big negative line in the trading on Friday, and the effect of losing money was obvious.

At this moment, it is almost open evenly.

"The market sentiment is very good. Looking at this situation, there is a high probability that the two cities will open higher." At 9:18, in the Shenzhen Stock Exchange, inside the Xiniu Fund Company, in the main fund trading room, Mou Zhengxing stared closely at Regarding the changes in call auctions in the two markets, he said with a smile, "The overall market sentiment response is really getting stronger with each wave. Sure enough, the market ecology after the market broke through 3,000 points is really different from before."

Fang Xinsheng, who was beside Mou Zhengxing, laughed and said: "After the Shanghai Stock Exchange Index has actually stabilized above 3,000 points, it means that the bull market has begun. Can the mood be bad? At this time, as long as there are no extreme negative blows in the market , then the market’s long sentiment will naturally become stronger with each wave.

This is driven by the natural trend ecology of the market.

At this stage, we don’t need to pay too much attention to the small changes in the market. We only need to keep an eye on a few big market indicators and pay attention to the overall changes in investment sentiment and investment confidence in the market. "

"Okay!" Mou Zhengxing nodded and said, "Mr. Fang, I feel that in the 'Securities' sector, with this kind of emotional response, there is really no buying point in the short term, and it is expected that the short squeeze will continue all the way up!"

Fang Xinsheng responded: "In the securities sector, the market's consensus expectations are too strong. With such strong consensus expectations, there will naturally be a steady stream of orders, and it will definitely be difficult for the stock price to adjust downward. If we want to continue To increase the weight of positions in this sector, we can only buy after the market price rises during the session."

"But I have a little doubt!" Mou Zhengxing said, "I always find it a bit strange that the funds of the 'Yu Hang Group' have been increasing their positions in the securities sector for days."

When Fang Xinsheng heard what he said, he was slightly startled and asked, "What's weird?"

Mou Zhengxing thought for a while and replied: "It feels like it was done deliberately. Except for the first and second days of the 'big financial' riot, the buying volume of this stock was very large. On the third and fourth days, In fact, the buying volume is not large, it is a bit like it can guide the market capital group to gather in the direction of 'big finance'."

"Whether it is guidance or not, this is generally beneficial to our current position structure." Fang Xinsheng said, "The funds of the 'Yuhang Department', no matter what motive is used to attract the 'Big Finance' This line should be intended to further stimulate market trends, make 'bull market expectations' deeply rooted in people's hearts, and truly kick off the bull market."

Mou Zhengxing nodded and said, "This is undeniable!"

Fang Xinsheng smiled and continued: "So, at this time, we don't have to worry about other people's motives. We just need to be ourselves."

"Okay!" Mou Zhengxing responded and stopped continuing the topic.

He turned his eyes and returned to the two markets again. At this time, the market trading time had already entered around 9:20.

After an initial five-minute call auction.

After the market enters the real call auction session after 9:20.

Originally, in the initial collective bidding stage, there were a number of buyers placing orders, but not many of them were canceled at 9:19.

Moreover, at this moment, the market as a whole is opening higher.

Compared with the time of 9:15, it was even more lively. The number of stocks opening higher increased from more than 1,400 a few minutes ago to more than 1,500.

Among them, the securities sector index's higher opening range expanded from 89% at the beginning of the call auction to 35%.

The Internet Financial Sector Index's high opening range expanded from the initial 62% of the call auction to 08%.

The higher opening range of the insurance and banking sector indexes has also expanded from about 4% at the beginning of the call auction to about 7%.

Even 'Blue Stone Heavy Equipment' and 'Leiman Optoelectronics', two leading concept stocks that opened low.

At this moment, prices also turned from falling to rising.

"Eh... the market has actually intensified after entering 9:20." At this moment, Yuhang, inside the Anzhao Fund Company, in the main fund trading room, the fund manager Zhou Hui stared at the changes in the two markets, his face He looked obviously surprised, "I originally thought that the market trend last Friday was not good, and a lot of funds for receiving orders on the market were trapped. The market will probably turn weak at today's opening, but I didn't expect...the intensity of the market's fund acceptance. , much more tyrannical than we expected!"

"Yeah!" Qin Qiuyue, who was next to Zhou Hui, nodded slightly, with a slightly surprised look on his face, and said with a genuine smile, "Especially in the 'big finance' line, the securities sector, and the Internet finance sector, it is really the strong who are always strong. With the expansion of capacity, the capacity to undertake is getting stronger in waves.”

Zhou Hui thought for a while and responded: "The two hot leading sectors of securities and Internet finance, after four consecutive trading days of continuous incremental gains, should have completed the transformation of the chip structure at the bottom stage, right? Next... If these two core main lines are to be fully opened, they cannot continue to increase their volume."

"In the four trading days of the securities sector, the total turnover has been over 100 billion." Qin Qiuyue said, "It stands to reason that the bottom chips should have stabilized due to the change of hands at this level of volume and energy. Let's take a look at these two today. Judging from the volume and energy situation of popular core sectors, I guess...it should be shrinking."

Expansion of the main line market...

After completing the exchange of chips at the bottom, it is necessary to reduce the volume and follow the trend in order to open up a higher market space.

After all, after increasing the volume at the bottom and then reducing the volume again, it can prove that the capital group involved at the bottom is continuing to lock up positions and is firmly optimistic about the subsequent market.

So, generally speaking, in trading.

After increasing the volume at the bottom, if the stock continues to shrink and rise, forming an upward trend, even if you have profits in hand, you may as well continue to take it.

While the two were talking, the market trading time had quickly entered 9:25.

The two cities ended the collective bidding process.

In the end, the Shanghai Stock Index opened higher at a gain of 77%, basically recovering from the plunge at the end of Friday; the Shenzhen Stock Exchange Index and the ChiNext Index opened higher by 49% and 38% respectively; and the main line of 'big finance' was strong. Driven by the higher opening, the A50 index opened higher, reaching 1% again.