Rebirth of the investment era

"Even the funds of the 'Yuhang Group' are so firmly optimistic about the market development in the future and have decided to postpone the net value liquidation of its main fund products. It seems that... the market bull market has indeed arrived." I heard that 'Yuhang Investment 'The news that the 'Yuhang No. 2' fund product under the institution will delay the net value liquidation, at this moment, Liu Ziliang, general manager of the asset management business of Pingyin Asset Management Trading Center in Shenzhen Stock Exchange, said with a smile, "Fortunately, we will immediately transfer the positions of the main funds , the adjustment has been in the direction of 'big finance', and this time... we can finally get back on track."

"Through the last few trading days, the 'Yu Hang Group' funds have been buying in the direction of 'big finance', especially the securities sector..." Chen Shen, the main fund product manager standing next to Liu Ziliang, continued. , "It can be seen that in fact, this time the funds of the 'Yu Hang Group' have not made large-scale latent arrangements in the direction of the securities sector in advance. The cost of concentrated buying is incompatible with the large-scale intervention in recent trading days." There shouldn’t be a big cost gap among the main funding institutions.”

"Agree!" Gao Yixiang, the trading team leader behind Chen Shen, also agreed at this time, "The core line of 'big finance', especially the securities sector, is the 'Yu Hang Group', which is a group of stocks where funds are concentrated to buy." rise, causing the market to form a unified long-term force, but it is obvious that when the 'Yu Hang Group' was pulling the market, they probably did not expect that the main line of 'big finance' would ferment like this.

Unexpectedly, the central bank's internal monetary policy meeting the next day released a loose monetary signal.

Otherwise, this capital would not have been so extreme in carrying out such a ferocious takeover of the entire line of chips regardless of cost.

Taken together, although the funds of the 'Yuhang Group' currently have a lot of positions in the core line of 'big finance', especially in the securities sector, they must not have reached their established position level. Standard, which means that everyone’s holding costs are at the same level.

So, the line of ‘big finance’.

Especially for the securities sector, at its current position, there is a high probability that it will continue to attract the attention of a large number of active financial groups, and further open up space to attract more funds to enter it. "

"With such strong market investment sentiment and such loose and abundant market liquidity, I think..." After hearing Gao Yixiang's insights, Wang Jinglun, another trading team leader, thought for a while, and at this time, he also said, "'Yuhang The investment institution probably did not expect that the main line market of 'big finance' would ferment so quickly."

"In that case..." Liu Ziliang chuckled, "then let's continue to increase the position weight of our institution's main fund products in the direction of 'big finance' tomorrow!"

"Okay!" Fund manager Chen Shen nodded, completely agreeing.

At the same time, in the domestic asset management industry, there are countless institutional groups that have made the same investment strategy moves and the same trading strategy moves as Pingyin Asset Management Trading Center.

In the evening, news about the delayed net value settlement of the main fund products of the "Yuhang Series" further fermented.

At the same time, the operating data reports of many brokerage stocks last month and even last quarter have also begun to be released, and without exception, the preliminary forecasts of revenue and profits of major brokerage companies have increased significantly. It stimulated the nerves of a large number of investors both inside and outside the market.

In addition to these expected benefits, external market trends have also continued to pick up and rise.

It gave the market higher sentiment and expectations for the market outlook.

The next day, Tuesday, November 4, the market continued to open for trading.

At 9:15 a.m., when the two cities entered the initial call auction, the market as a whole still showed a generally high opening atmosphere, and the main line of 'big finance', especially the securities sector and the Internet finance sector, its sector index continued to rise. Opened with an increase of more than 1%.

Subsequently, when the time reached 9:20, the two cities entered the real collective bidding stage where orders cannot be canceled.

Compare the market patterns of the two cities at 9:15.

The market performance of the entire market not only did not fall back, but became more active. Few investors who placed orders in advance canceled their orders at 9:19, and the market discussion was high, and the relatively popular mainline core stocks , the volume of orders to be matched on the call auction board has not weakened at all, and continues to increase sharply as time goes forward.

"The market is in the call auction stage and has been rising steadily for several days, right?"

Seeing the collective bidding status of the two cities, from 9:15 to 9:19, after entering the 9:20 stage, not only did there not be an obvious decline, but it became more and more intense. At this moment, Yuhang, where Su Yu is located, Some people in the main hot money group couldn't help but sigh.

"Since the Shanghai Stock Index hit the 3,000-point mark last week with direct positive assistance, the trend in the market call auction stage has been like this."

"It's so powerful. There are no false orders now, all are real orders."

"There is no way. The bull market is coming, and a large number of OTC funds are rushing to enter the market. Where are the opportunities to open low and grab funds at low prices?"

"What I'm saying is that core popular stocks are basically opening higher."

"The 'bull market expectations' are fermenting more and more fiercely. Although the market transaction volume shrank a bit yesterday, the balance of financing and financing is still growing upward."

"It is estimated that the market volume will continue to grow!"

"On the 'big finance' line, expectations are getting stronger and stronger. The adjustment that everyone is looking forward to may not come."

"You can tell by looking at yesterday's market trend. At this stage, when the 'bull market expectations' are getting stronger and market investment confidence and investment risk appetite are gradually rising, even if there are adjustments and market differentiation, the situation will basically remain the same. It was all completed within a day.”

"The rapid explosion of the 'Big Finance' line has resulted in a lot of short-term funds. The amount of funds received below is far stronger than we previously expected. Many popular stocks will definitely not be able to fall."

"Look at the trend of the stock of 'Western Securities'. At the height of the five-digit board, it can open at least 5 points higher today. And as the stock price continues to skyrocket, it is willing to take on chips at a high level. Not only do the financial groups show no signs of weakening, but they are still growing rapidly.”

"With the record of 25 consecutive games played by 'Blue Stone Heavy Equipment', the funds received at high market levels are absolutely fearless."

"Not only are there no fear, they are just coming in droves!"

"The trend of the 'Flush' check is also very fast. Today's high opening position should not be less than 5 points. Basically, these two checks are either at the daily limit or on the way to the daily limit."

"Normally, the stock prices of these two core leading stocks have not doubled yet. At this time, everyone's expectations for these two stocks are quite strong, and the stock prices can only rise."

"After doubling, the differences should be larger."

"I agree, before that, just buy without thinking."

"It's a pity that the position is already full. Alas... I really hate the lack of funds at this time. There are so many stocks I want to buy."

"But at a glance, there are opportunities to pick up money everywhere."

"'It's not about having too many soldiers, but about being good at it'. Just concentrate your funds and buy the leading stocks. You can only let go of other fringe stocks and non-core concept stocks."

With the rapid refresh of news in the group, and the discussion among the big hot money players on the call auction market of the two cities.

Unknowingly, just 5 minutes passed quickly, and the time reached 9:25, and the collective bidding in the two cities ended.

I saw the entire collective bidding process.

The Shanghai Stock Exchange Index finally settled on a 53% increase, once again opening higher and standing firm at 3100 points; the Shenzhen Stock Exchange Index and the ChiNext Index also opened higher, rising by 42% and 48% respectively; the small and medium-sized index rose by 39% , the A50 index rose by more than 1%.

The core main lines of the two cities.

The main line of 'Big Finance' still leads the gains in the two cities. Among them, the securities sector and the Internet finance sector once again opened higher by about 1%. The core popular stocks within the sector are 'Western Securities' and 'Western Securities' which have attracted the most market attention. Flush's two stocks opened higher by more than 5%.

Moreover, the transaction volume of the entire collective bidding stage reached 6.8 billion for ‘Western Securities’ and more than 57 million for ‘Flush’, both of which were large volumes.

The high opening gains of several core sectors in the main line of 'Technology Growth', such as 'Internet Software', 'Internet Applications', and 'Film and Television Media', have also surpassed several major market core indexes. Core stocks in their fields, such as ' Stocks such as "LeTV", "Netspeed Technology", "Huayi Brothers", "Guangguang Media", "2345", "Inspur Software", "Inspur Information", and "Huaguo Software" also rose one after another. It opened with an increase of more than 1%, which was significantly stronger than the performance of the broader market index, and there were signs that the main funds were paying attention.

Overall, the market performance of the main line of ‘Technology Growth’ is only slightly weaker than that of the main line of ‘Big Finance’.

And it is obviously stronger than the rest of the core main lines of the market.

The main areas such as ‘big consumption’, ‘non-ferrous cycle’, ‘petrochemical industry’, and ‘pharmaceutical business’ basically follow the fluctuations of the market index and do not show obvious independent market trends.

As for the early popular main lines such as 'infrastructure' and 'military industry' that performed well during yesterday's session.

As well as fringe sectors such as animal husbandry, agriculture, ST sector, backdoor restructuring, etc., which are obviously stagflation, their trend patterns are basically similar to those of early popular main sectors such as 'infrastructure' and 'military industry', which are obviously weaker than the broader market, and the market is On the market, there is little attention from the main funds.

The market opened significantly higher, but the market performance showed a clear-cut opening pattern.

The vast investor groups inside and outside the market, under the collective bullish sentiment, have also focused their main attention on the main lines of 'big finance' and 'technological growth' that have performed strongly in the two cities, and have begun to discuss and pursue them. The core concept leading stocks in these two main areas.

Among them, the main line field of "big finance".

Western Securities, Orient Securities, Guangda Securities, Huaxin Securities, Flush, Oriental Fortune, Hengsheng Electronics... a number of stocks have directly become the top 20 stocks with the most attention in the market, and in the entire market, the 20 stocks with the most attention are Among the stocks, concept stocks in the main line field of 'big finance' accounted for a full 15 stocks.

"Look, 'Western Securities' will continue to rise by the daily limit today!"

During the short five-minute suspension period from 9:25 to 9:30, among the huge group of retail investors gathered in the discussion area of ​​the trading platform, some people were excited. At the same time, countless people's eyes were also staring at these ranking market concerns. A number of popular stocks in the top 20 have placed orders one after another to compete for funds.

"It's definitely hitting the limit. It's only 5 boards. It has to at least double before the trend will slowly slow down."

"Based on the fact that Mr. Su's Fortune Road was still buying chips for this check on a large scale yesterday, there is a high probability that this check will continue to rise."

"Whether it's rising or not, just buy without thinking. At this time, buying securities and stocks is just picking up money with your eyes closed."

"I agree, the bull market is coming... If you don't buy securities, what can you buy?"

"Stocks in the Internet finance field are not bad either. Tonghuashun, Hengsheng Electronics, Oriental Fortune, Yinjie Technology, Jinzheng Shares, Shanghai Steel Union... buy whatever you want!"

"Actually, after Mr. Jia of LeTV made a public speech a few days ago, the misunderstanding was eliminated, and the expectations for this check have been reversed. At this time, it is also available for purchase."

"Well, you can also buy the 'Internet Speed ​​Technology' check. I heard that the performance of this check in the third quarter will explode."

"What about 'Enlight Media'? Today is a big year for 'domestic films'!"

"Yes, yes, the year-end expectations for the 'film and television media' sector are also very strong. Since the change in film policies and the implementation of the subsidy policy, the scale of the domestic film market has continued to grow."

"What about the fields of 'mobile games' and 'smartphone industry chain'? I feel that the expectations are also very good!"

"Apple's sales in the second half of this year seem to be exploding, right? I heard that Apple will add many more mainland suppliers. There is a lot of potential in this field in the future, such as Anjie Technology, Xinwei Communications, OFILM Technology, Song Er Acoustics, Lexun Precision... these tickets feel like there is still a lot of room for growth."

“Damn it, when you put it this way, there are too many good votes!”

"Isn't that right? There are so many tickets that I want to buy, but I just don't have enough money."

"Buy whatever you want, the bull market is coming..."

"It's best to buy with Mr. Su. The well-known brands, Lexun Precision and Oriental Fortune, should be the safest. After all, these two checks are both large-scale fixed increases from Mr. Su!"

"Stocks in the 'big financial' field are the safest, right? For the 'Western Securities' check, start by looking at the 5 times height!"

"Five times? At least 10 times, right?"

"If 'Western Securities' can reach 10 times its height, then 'Huaxin Securities' will have a market value of at least one trillion in this round."

"'Huaxin Securities' must have a market value of one trillion yuan!"

In the extremely high-pitched emotional interpretation, in the extremely heated discussion voice.

The five-minute brief suspension time passed by in a blink of an eye, and after just five minutes of emotional brewing, the market's bullish sentiment was obviously more intense than when the call auction ended.

When the market trading time reaches 9:30, the two cities usher in the official continuous bidding trading time.

I saw that the market prices of the two markets had just begun to jump rapidly.

The two checks of 'Western Securities' and 'Flush', which opened at a high price of about 5%, immediately surged straight up due to the huge amount of active buying, heading straight towards the daily limit.