Rebirth of the investment era

"The turnover of a single stock is tens of billions!"

Among the retail investors gathered on major stock discussion platforms, countless people expressed their amazement.

"Moreover, the transaction volume of the two cities has reached a new high, with a volume of more than 630 billion, which is more than 10 billion more than the volume of more than 610 billion set last week!"

"Bull market, no doubt, this is a bull market!"

"'Huaxin Securities' has reached the tens of billions limit. It's so awesome. It's a new record!"

"The turnover in the two cities is higher than that at the peak of the bull market in 2007, right? Comparing the market trends in the first half of the year and even the first few months, the current hot market is really unbelievable. .”

"On the main line of 'big finance' alone, the total turnover of the four major sectors of securities, insurance, banking, and Internet finance exceeded 150 billion in one day, accounting for almost a quarter of the market. I think of a few months ago, The total transaction volume of the two cities is less than 150 billion, and the speed at which this volume can explode... is really rapid."

"Isn't it? And it seems... there is obviously room for growth in market volume."

"There is definitely room for growth. How many days has it been since the Shanghai Stock Exchange broke through the 3,000-point mark? There are a large number of funds on the sidelines, still waiting to enter the market."

"The market in the last two months of the year is probably going to explode."

"Haha, fortunately, when the Shanghai stock index broke through 3,000 points, I followed Mr. Su and filled my position."

"I still have a 25% loss to recover my capital. I hope to make a profit before the end of the year."

"After the market closes, the balance of financing and financing has approached 960 billion. This financing balance has also increased very fast. In just a few months, it has increased by hundreds of billions, and it is almost approaching the trillion mark."

"It feels like the balance of financing and financing will exceed one trillion, which is just around the corner."

"The financing balance has increased by nearly 10 billion in a single day today. It's really scary!"

"With the 'Big Finance' riot, can you be unhappy with the financing balance? You know...in the entire market, the two financing targets are mainly concentrated in the 'Big Finance' stock field!"

"It makes sense! In the past few days, there has been too much money rushing to raise stocks of 'big financial' stocks."

"The slope of the upward trend in the securities sector is really terrifying. It is simply a 45-degree angle, heading north without stopping!"

"Obviously, the market situation in the securities sector has just begun."

"It should be considered that it has just emerged from the A-wave main rise, right? After all, in the past few months, when the Shanghai Stock Index rose sharply and continued to rise, the securities sector has been in a sideways state at the bottom, and now... it can be regarded as completely coming out."

"Comparing other core lines in the two cities, it is obvious that the current position of the securities sector is still relatively low."

"In a word, if you continue to buy securities and stocks without thinking, you will never lose money."

"Agree, and now, Mr. Su's 'Yu Hang Group' should already hold large-scale stocks in the 'Big Finance' field."

"The unanimous expectation of the main line of 'big finance' at this stage is comparable to the full-scale outbreak of 'infrastructure' and 'military industry' in June and July. According to the previous two core lines of 'infrastructure' and 'military industry' The main line's continued upward trend and the market situation of 'big finance' should be able to continue at least until the end of the year."

"Taking the securities sector alone, in fact, the trend of the entire securities and Internet financial sectors is obviously stronger than when the main lines of 'infrastructure' and 'military industry' broke out in full force. Therefore, it is foreseeable that the market trend of the securities sector will continue. The time, as well as the market height, definitely exceed the main lines such as 'infrastructure' and 'military industry'."

"The main line of 'big infrastructure', to be precise, began to slowly bottom out in early April. The corresponding core sector index, calculated from the bottom to now, has risen by almost 120%, and core stocks have increased by 5 times. to 2 times. Although its 'military industry' sector only started to fully explode at the end of June, the growth rate of core stocks is basically the same as that of core stocks in the main line of 'big infrastructure'. Calculated this way... the securities sector, The core stocks in the Internet financial sector will start to increase at least between 5 times and 2 times. In other words, when these core stocks increase less than 5 times in the short term, it is really nothing to buy and hold without thinking. risk."

"The previous core themes of 'infrastructure' and 'military industry' were continuously assisted by the core concepts of 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central and State-owned Enterprises', but there is no There is such a thing as 'bull market expectations'.

Now the entire market has entered a bull market stage.

The market valuation in the bull market stage is obviously higher than that in the bear market stage, or in the shock market stage.

According to the valuation of the bull market, these core weight stocks in the 'big financial' field must at least double in order to benchmark the minimum bull market valuation system, and then take into account the skyrocketing market turnover, the skyrocketing balance of financing and financing, and the loosening of macro funds. , the opening of Shanghai-Hong Kong Stock Connect... and other positive factors have brought fundamental changes.

Well, I think the securities sector is the most resilient in the 'big finance' sector.

At least there is 3 to 5 times the space to do it.

As for the 'Internet Finance' sector, although the valuation of its internal stocks is much higher than that of the securities sector stocks, because it is an emerging industry field and is overlaid with the 'mobile Internet' trend, and the market value is not large, it should be logically flexible. Higher than other securities stocks. "

"I agree with this judgment. The room for the securities sector to rise by 3 to 5 times is reasonable."

Amidst the heated discussions among retail investors in the market...

At a time when countless investors, institutions, and large investor groups are carefully reviewing the market.

The time has slipped to 5:30 pm unknowingly, and the rankings of the two cities have been refreshed.

When the dragon and tiger lists of the two cities were updated, the eyes of tens of millions or even hundreds of millions of investors from the market were all focused on the list.

I saw a total of 52 stocks on the list today.

In the main line of "Big Finance", there are more than 15 stocks on the list, most of which are concept stocks in the "Internet Finance" field.

And there are a few stocks that everyone should pay special attention to.

It is obviously "Bluestone Heavy Equipment, Western Securities, Flush, Hengsheng Electronics, Huaxin Securities".

The dragon and tiger list of 'Blue Stone Reload' shows that its main buying seats today are Huatai Securities Chengdu South First Ring Road, Huatai Junan Securities Chengdu North First Ring Road, Huatai Securities Chengdu Shujin Road, Huatai Securities Chengdu Jinyang The "Rongcheng Gang" is strongly attacking the major seats on the road. The total buying capital for these major seats is around 87 million, accounting for about 7% of the total transaction volume of this stock today.

This overall proportion is not large.

And this also illustrates that, although the "Blue Stone Reload" check was mainly attacked by the "Rongcheng Gang", it was able to reach the daily limit in the end and completely seal the daily limit, driving many core hot concept leading stocks in the market to counterattack and create a The new climax of market speculation is mostly due to the combined forces of the market.

The dragon and tiger list of the 'Western Securities' check shows that its main buying seats today are mainly institutions. Among the five buying seats, there are three institutions, and the total buying funds of these three institutions are around 100 million, occupying The total turnover of this check today exceeded 15%.

This shows that hot money no longer dares to take over the leading stocks in the securities sector at will.

Instead, institutions occupy the dominant low position.

The fact that institutions have taken over the market at such a high level and bought aggressively also shows that the chips for core stocks in the securities sector are still in short supply, indicating that the subsequent market trend of the securities sector is not over at all.

For the 'Flush' check, the dragon and tiger list shows that the seats bought by the main buyer today are mainly 'Chunhui Road' and 'Beiyuan Avenue', and the total purchase funds for the two seats are more than 70 million. And 'Chunhui Road' is the seat of leader Zhang.

When everyone saw that "Chunhui Road" appeared at the high position of "Flush", the check took over the buying seat.

Everyone has higher expectations for the subsequent market trend of this check.

The data on the Dragon and Tiger list of the check "Hengsheng Electronics" shows that it is also the main buyer today. The two institutional seats at the top of the buying seats have a total buying capital of 900 million, both of which are aggressive takeovers.

As for the “Huaxin Securities” that has attracted the most attention and attracted everyone’s attention, the daily trading volume exceeded 10 billion.

According to the data of the Dragon and Tiger List disclosed by it, its top five buying seats today are three institutions and two hot money seats. These two hot money seats are both well-known seats in the market. One is Su Yu's Wealth Road', with a total purchase amount of 50 million, ranking fifth. The other one is 'Chunhui Road', with a total purchase amount of 3.6 billion, ranking second. The other three institutional seats, the total purchase amount reached 2.9 billion, and the five seats, the total purchase amount reached 2.9 billion. The amount of funds deposited exceeded 2 billion, accounting for 20% of the daily turnover of this check.

And I saw that both 'Chunhui Road' and 'Fortune Road' were on the buy seat of 'Huaxin Securities'.

Inside and outside the market, among the vast investor groups, including the internal discussion groups of large hot money players, everyone's emotions and mentality showed extremely shocking expressions.

"Niubi, Leader Zhang and Mr. Su actually appeared in the buying position of the same stock."

After the market dragon and tiger list was refreshed, news instantly exploded in the internal discussion group of Yuhang's main hot money group where Su Yu was located.

"The performance of the stock of 'Huaxin Securities' today is really incredible. The transaction volume is 10 billion, the stock price is a new high for the year, 'Fortune Road' and 'Chunhui Road' appeared simultaneously, and institutions bought 1.4 billion of funds. Each and every one of them is an event that refreshes history!”

"There is no doubt that the check from 'Huaxin Securities' must be the 'leader of the Chinese army' in this bull market."

"At least the market in the securities sector is going to continue, and funds cannot avoid the stock 'Huaxin Securities'."

"The current check, after soaring in recent days, has a market value of less than 200 billion. There will definitely be room for it in the future..."

"The main reason is that the front fell too hard."

"Based on the historical high of its stock price created in the last bull market, the difference between the lowest and the highest stock price of CEFC Securities is about 10 times. Now it can be considered that it has just bottomed out."

"Just after it hit the bottom, the market turnover exploded to 10 billion. I can't imagine what the turnover will be like after its stock price doubles again."

"Such a turnover performance is actually normal for the check of 'Huaxin Securities'. After all, in the last bull market, the circulation of this check was only about 15%. Now it is fully circulated, with a circulation of close to 190 billion. Even if the transaction volume is 10 billion, only 6% of it changes hands."

"That's right. I forgot that this stock is fully circulated."

"But Leader Zhang made a really big move today. Huaxin Securities increased its position by 3.6 billion, Flush increased its position by 48 million, and the buying volume during the day was close to 600 million."

"Hehe, compared to what Leader Zhang did in 2008, with an amount of 1 billion, it's nothing to forcibly block 'Huaxin Securities'."

"Leader Zhang's current capital size should be at least 5 billion, right?"

"I don't know, but it must be in the billions."

"In addition to Mr. Su and Leader Zhang, institutions are also going crazy today. On many core stocks in the market, institutional seats are all sweeping up chips."

"Even for the stock 'LeTV', institutions have come back, and the total purchase amount is around 300 million!"

"The lifting of the negative shadow of 'LeTV' is a bit of a reversal of expectations. Theoretically, there is a strong demand to make up for the increase. I think the market outlook can continue to focus on this check."

"The 'Blue Stone Heavy Equipment' check, the 'Rongcheng Gang' made a big deal today!"

"From the data on the Dragon and Tiger List of each stock, it can be seen that many of the market's main financial groups have become quite aggressive in placing orders."

"The change in bull market expectations naturally means that the market's investment risk appetite has increased."

"Today's 'Huaxin Securities, Western Securities, Bluestone Heavy Equipment, and Flush', which are popular core high-end stocks that have attracted a lot of attention in the market, performed very well on the Dragon and Tiger List. It should be said that they have created good hype for the market outlook. Is the wind setting an example? Tomorrow... if there is no sudden negative impact, the market will probably open higher again. "

"The market has been high for many days in a row, right?"

"The key is to open higher continuously, and the trend can be stable."

"There is no doubt that the expectation of a bull market in the market has been deeply rooted in the hearts of the people, and investment opportunities have also changed from the left side to the right side."

"The balance of financing and financing has also continued to increase sharply. According to the market sentiment, we will soon see the balance of financing and financing exceed the trillion mark."

"The market turnover is expected to continue to break through upwards. The 650 billion and 700 billion levels should not be far away."

“It’s a great time to make money!”

"No, I just regret that I have too few funds."

"Just grow bigger slowly. As long as the market opportunities are there, you can always turn small funds into big funds!"

"Looking at the overall dragon and tiger lists of the two cities, in the short to medium term, the market should continue to make orders around the main line of 'big finance'."

"At least the whole of November will definitely be a month of extreme performance for 'big finance'."

"The stocks in the entire securities sector are basically in a low-risk zone at the moment. If you ask me...if you catch a check, at least double the profit first."

"Mr. Su estimates that this wave of profits will be huge again!"

"That's for sure. The big guys' market knowledge and market grasp are obviously not at the same level as us."

"Just look at the current over-the-counter premium transfer price of the main fund products of the 'Yu Hang Series'. The share of the 'Yu Hang Series' fund products has been speculated to the sky in advance. This is enough to show how high everyone's expectations are for Mr. Su. , of course... I believe Mr. Su can continue to continue the market’s investment miracle.”

"Needless to say, it can definitely be continued."

"I have a hunch that when several major fund products of the 'Yuhang Series' announce their net values ​​at the end of the year, they will definitely continue to bombard the attention of the majority of investors in the market and make their jaws drop."

"Haha... Agreed, looking forward to the end of the year."

"Yesterday, Mr. Su sent an internal letter to investors, indicating that he would delay the net value settlement of the 'Yuhang No. 2' fund product. This must be because he feels that the market can still make big moves in the two months at the end of the year. , It’s a pity... I didn’t grab enough shares of the ‘Yuhang Series’ main fund products last time.”

"Yes, now... I don't know when will Mr. Su issue new fund products?"

"In the past six months, Mr. Su has created at least thousands of multi-millionaires, right? This ability to create wealth... is so incredible that it makes people's minds shattered."

The news in the group was refreshing rapidly, and everyone was discussing the Dragon and Tiger ranking data disclosed by the market.

And actively look forward to the market outlook.

And once again, he expressed shock and shock at the continued buying of "Fortune Road" and the large-scale addition of positions in "Chunhui Road".

Other places outside the market, such as several well-known financial media, securities newspapers, financial websites, and financial information platforms.

A large number of institutional analysts, investment consultants, financial influencers, well-known stock commentators, well-known investors in the industry... and other groups are still going through detailed review and personal understanding of the market, from all aspects. Sing long and be bullish on the market, shouting the slogan and declaration that '3000 points is just the starting point of the bull market'.

And as time goes by.

In the evening, internal topics about ‘active capital markets’ also appeared on the Xinwen Broadcast.

Within the regulatory authorities, there is no restraint on the overall surge in the market, as well as the market investment sentiment and investment confidence that have fully recovered to a bull market atmosphere. Instead, in order to further expand the market investment sentiment and investment confidence, attract more OTC funds. The group enters.

It is still releasing good signals to the market intentionally or unintentionally, further adding fuel to the fire and stimulating the market.

And with the official opening of the Shanghai-Hong Kong Stock Connect approaching, the A50 Index futures and China Securities 500 Index futures are about to be officially issued.

Southern capital gathered in the port city, as well as numerous overseas capital groups.

They have already focused their attention on the A-share market, waiting for large-scale investment after the channel is opened.

As this hot emotional atmosphere continues to spread and ferment, other peripheral markets around the world seem to have also been driven by A-shares and launched a strong general rebound.

The next day, before the market opens.

When everyone saw that the external market generally followed the rise of A-shares, they were excited and seemed to have a feeling of elation and excitement.

And under the influence of this exciting mood.

At 9:15, when the two cities ushered in the initial collective bidding.

Not surprisingly, with the attention of tens of millions or hundreds of millions of investors, the nearly 2,000 stocks participating in transactions in the two cities, except for a few stocks with negative impacts and stocks with major negative expectations on fundamentals, the rest 90% of individual stocks have opened higher.