Chapter 351 Investors’ Self-Imagination!
"1.13 billion!" Li Meng replied, "The position lines of both funds have now reached above the 80% level."
Su Yu nodded slightly and continued to ask: "How much total available funds are there from the two funds?"
"There are still 2.143 billion available funds." Li Meng replied, "If we continue to pull up the market and support it until the afternoon close, there will be no problem."
Currently, the daily trading volume of the entire market has shrunk to the range of 50 billion to 70 billion.
In addition, the market is near this position, there are not many free chips, and the market looks very light.
Therefore, even though their main focus is 'Huaguo Construction, Huaguo MCC, Huaguo Communications Construction, Huaguo Railway Construction, Huaguo China Railway, Huaguo Baosteel, Wuhan Iron and Steel Co., Ltd., Conch Cement, China Fortune Land Development, Kumho Group' etc. There are many large-cap stocks, but the capital consumed is not too much.
not to mention……
After so many days of initial position building, they had quite a lot of chips holding these stocks.
As long as the market sentiment and follow-up funds can form positive feedback in the process of pulling the market, they can continue to withdraw funds and maintain the dynamic balance of positions by pulling and selling at the same time.
Therefore, in this case, even at this moment, the two funds are already heavily positions.
Li Meng was not too worried.
"2.143 billion!" Su Yu recited this number, pondered for a moment, and said, "The market sentiment has been initially stimulated. In the subsequent process of pulling orders, keep the dynamic balance of positions. After all, the direction of the market outlook will depend on the market. No one knows what the outcome will be until we truly emerge from the crisis, and we must keep enough reserve cash to respond to market emergencies to ensure our initiative.”
"Okay!" Li Meng responded.
Immediately, Su Yu's request was told to both groups of traders in the trading room.
As the two main funds of 'Yuhang Investment' stopped unilaterally taking chips, 'Huaguo Construction, Huaguo MCC, Huaguo Communications Construction, Huaguo Railway Construction, Huaguo China Railway, Huaguo Baosteel, and Wuhan Iron and Steel Co., Ltd. , Conch Cement, China Fortune Land Development, Kumho Group' and other core stocks in the "infrastructure" field began to gradually increase their volume as they continued to rise. They all showed a phenomenon of rising and increasing volume, and the trading volume on the market was able to increase rapidly.
Seeing that these stocks have increased in volume, there is an obvious trend of rising volume and price.
In the market, many investors who were still hesitant finally let go of their doubts and began to chase after them.
After all, in everyone's opinion, on a technical level, a large increase in volume at the bottom is a sign of reversal. Even if you don't understand the specific logic for the time being, it is still worth trying to pursue and follow up on this hottest money-making hotspot in the current market.
As more active funds flow in...
When the time advanced to 11:22, a huge amount of funds suddenly bombarded MCC's market head-on. With thunderous momentum, it swept all the buying orders above it and directly pushed the stock price to the daily limit of 1.32 yuan. on the market, and used millions of lots to close the order, directly sealing the daily limit.
"Damn it, 1.02 million orders, sealed at the daily limit!"
Market investors were shocked when they saw super low-priced large-cap stocks like MCC hitting their daily limit for the first time.
“For orders of this level, big institutions have entered the market to raise funds, right?”
"Hot money is also possible. The stock price is 1.32 yuan, and a million orders are only 132 million in funds. There are many top hot money in the market with this amount of funds."
"Is this the first super-large-cap stock to hit its daily limit since the whole 'infrastructure' market broke out today?"
"It is indeed the first one. I never thought that MCC would one day become the market leader."
"Today, the 'infrastructure' market rose unreasonably, but the explosion was really fierce. In just a moment, the 'construction and decoration' industry sector has increased by more than 5%."
"The position is still low enough and the cutting plate is clean, so it can explode so violently!"
"Don't mention it... MCC's price of 1.32 yuan is indeed underestimated."
"Just underestimating it can't rise so sharply. I tend to think that the market is in the 'infrastructure' aspect. There will definitely be big benefits in the future. The funds that are attacking today are obviously large institutional funds. I think...these institutional funds must be from the news." I got the news, so I dared to make such a move."
"No matter what the reason is, just follow!"
"Yes, MCC's rising limit represents the riot of large-cap stocks. It is not a scam. It also represents the 'infrastructure' market that broke out today. Under the stimulation of MCC, it will continue to ferment and spread. "
"Sure enough, MCC's daily limit, and other big votes from previous riots, all increased in a straight line!"
"I'll go, Kumho Group feels like it's headed straight for the daily limit!"
"In real estate, Kumho Group went public not long ago through a backdoor merger. The original shareholders' chips and the chips of participating institutions are all locked up. The circulating supply is actually very small. In addition, some time ago, Su from 'Yuhang Investment' I have just participated in this company’s private placement plan. Now that there is a real estate riot, it is simply unbearable that this check will not increase.”
"Indeed, the actual circulation of Kumho Group is probably only about 400 to 500 million yuan."
"I'll go and put 50,000 orders and more than 16 million yuan in funds, and hit the market price of Kumho Group directly to the daily limit? This market price is really light!"
"Hey, it's already sealed. It's really... my hand speed is too slow."
"China Fortune Land Development has also risen by more than 7 points, and there is a trend of daily limit! Real estate sector, is it going to catch up with "construction decoration"? "
"Construction decoration, building materials, steel, real estate, several major sectors, the net inflow of large funds is still expanding!"
"It seems that today is completely the stage of "infrastructure"!"
"Is this the style of the entire market changing? The two main concept sectors of "mobile Internet" and "smartphone industry chain" in the direction of SME Board and GEM, as well as many core concept stocks, have not moved at all when the entire market is driven by "infrastructure". "
"It feels like a style change, but I don't know if there is any continuity. Will the market switch back tomorrow? "
"I can't care so much, just follow the current Let's talk about it!"
"I'm stuck in Changqu Technology and Huaqingbao, and I can't move at all."
"I was stuck at the end of January because Mr. Su participated in the huge fixed increase of 'Lixun Precision', and I was stuck with more than 20%, and I can't move for a while."
"It doesn't matter. If you can't catch up, you can wait for the market to rotate."
"Yes, anyway, as long as the market continues to rebound, I believe that any sector can take turns. On the contrary, I think... it's not a wise move to chase the big guys like 'infrastructure' at this time."
In the entire market, investors were strongly shocked by the two large-cap stocks of China Metallurgical and Kumho Group, which hit the daily limit. The discussion on the "infrastructure" sector, which was in full turmoil, and its leading stocks, became more and more intense, and countless active investors changed their views, some went long, and even entered the market to chase and grab chips.
Inside Yuhang Investment, in the trading room.
Su Yu looked at the millions of orders that suddenly appeared on China Metallurgical and the more than 500,000 orders on Kumho Group, and his heart was shocked, and his face also showed a look of surprise.
"This closing speed is really fast." He couldn't help but sigh, "They are ahead of us!"
In their trading strategy to open the curtain of the "infrastructure" theme speculation, in addition to using "Beixin Road and Bridge, Gaoxin Development, Pudong Construction" and other "infrastructure field" state-owned theme stocks to pull out the hidden "state-owned enterprise reform" concept, attract market hot money to follow suit, and open up the market speculation sentiment, using a certain large-cap blue chip stock as a core breakthrough to open up the speculation space and bring out the concept of "preferred stock pilot" of blue chips under the "infrastructure field" is also in their operation plan.
Originally, according to the control rhythm formulated by Su Yu.
He wanted to wait until the market sentiment and follow-up buying, after the first wave of rapid consumption, when the market sentiment and buying fell back, and then pull the two core large-cap stocks of Huaguo Zhongye and Jinhu Group with relatively small real circulation and relatively light market pressure, to stabilize the market, so that the core speculation main line of "big infrastructure" can really play a continuous money-making effect.
Unexpectedly...
It's not even the time of the intraday change he expected, and big funds have rushed to buy.
"You said that there are many smart people in the market." Li Meng smiled and said, "We can predict, and others can predict too. The infrastructure field is in turmoil, and emotions and funds are following suit. As the smartest part of the market, it is impossible not to see the opportunity. However, MCC's one million hand is really exaggerated. According to the amount of funds rushed, it should be institutional funds in the industry, right?"
"It's hard to say!" Su Yu smiled, "In terms of market speculation, institutions are far less sensitive than hot money. The main line of "big infrastructure" we are pulling is due to The previous decline was too severe, and market expectations were low. There were no institutions holding positions in the market. Today's market explosion was not purely driven by positive factors. Institutions do not have the first-mover advantage in information. In addition, in the past two or three years, the Shanghai Composite Index has been falling continuously, and various large institutions have been frightened by the market. After the sudden outbreak of the market, the sudden pursuit of high prices is not like their style, so... From a sensory point of view, most of them are hot money. "
"If it is really hot money, then the courage of MCC to close the board is really worthy of recognition." Li Meng praised.
After all, as Su Yu said, the current market is at a relatively low point of sentiment, and the overall money-making effect is not strong. At this time, hot money that dares to close the board of large-cap stocks is really full of courage.
And just as Su Yu guessed...
At this moment, in Yuhang, in a suburban villa, Zhang Jianping, as the top speculator in the market, looked at a series of orders of 10,000 lots in his account, hanging on the daily limit of Huaguo Zhongye, and being eaten up by small orders from various parties. He couldn't help but let go of the mouse with a smile, picked up the hot tea on the table, and took a sip.
A few minutes ago, the action of closing the board of Huaguo Zhongye was his work.
Of course, the reason why he did this was that he realized that there was a super main force that was strongly working on the main line of "infrastructure", and according to various market news and even macroeconomic fundamentals, he felt that there were relatively large speculative opportunities in the direction of "infrastructure".
So, when this main line really broke out and the market fully took it.
He didn't hesitate to make a heavy move.
At the same moment…
In the Yuhang hot money group where Su Yu was, Zhao Qiang, who was always high-profile, also threw out his buy orders and pending orders in front of the group members. The screenshots he threw out showed that he bought more than 17 million shares of Kumho Group and placed orders for more than 23 million shares of Kumho Group, which proved that the previous move of Kumho Group to directly close the daily limit was his masterpiece.
“Damn it, Brother Zhao is so brave, you dare to block Jinhu Group!”
"More than 17 million yuan can be used to buy short and buy orders, and more than 20 million yuan can be blocked? Kumho Group's circulating market is too small, right? A market of more than 10 billion, the actual circulating market, is not as good as a small market of more than 2 billion Concept stocks are simply outrageous.”
"Don't think that Kumho Group is a large-cap stock. This stock was listed through the backdoor of Ancai Paper. Based on its market value, it is estimated that it is less than 8% of the actual circulation. Plus... I heard that Kumho Group is a large-cap stock. The internal control of the Lake Group is fierce, and internal shareholders are reluctant to sell their shares. The chips are scarce, and it is easy to close the board, but it is reasonable. "
"What's the logic behind Brother Zhao's decision to block the board? Is it the outbreak of infrastructure, the recovery of real estate, or the speculation of Mr. Su's concept stocks?"
"Take a gamble, I feel that today's market is not simple." When asked by everyone, Zhao Qiang responded, "Mr. Su's seat has been missing from the market for several months. Now the Shanghai Stock Index has regained its 2,000 points, and the volume at the bottom has returned. Turn, I feel that Mr. Su’s ‘road to wealth’ is coming back.”
"Brother Zhao is saying that today's market situation...may be driven by Mr. Su?"
Zhao Qiang replied: "I have such a feeling, but the specifics have to wait for market verification."
"No way? Mr. Su's style and competence circle are in the 'mobile Internet' and 'smartphone industry chain' of the small and medium-sized board and GEM. I feel that it is not like Su to stimulate blue-chip market conditions such as 'infrastructure'." In short, the style of the market was based on the previous hype concept, but today’s market... looks more like the work of an institution!”
"I also feel that most of the work is done by institutions, but I don't know how sustainable it will be."
"The overall sentiment in the current market is not strong, and there is no direct major positive driver. I am afraid that the 'infrastructure' market that broke out today will not go far."
"It's not just infrastructure that's strong in the market today, right?"
"If you really think that today's rise is purely an 'infrastructure recovery' market, you are wrong. In essence, the market is following the concepts of 'state-owned enterprise reform' and 'preferred stocks'!"
"Yes, behind the scenes of infrastructure construction, the concept of 'state-owned enterprise reform' should be the main line."
"Looking at the other stocks closed today, Beixin Road and Bridge, Pudong Construction, High-tech Development, Deep Technology, Bayi Steel... and other stocks are all stocks with a state-owned background and expectations for mixed-ownership reform."
"To be precise, the concept of infrastructure plus state-owned enterprise reform is the strongest line."
"Everyone, let's wait until the market really comes out. The market situation this morning is indeed remarkable, but the explosion of volume in the two markets is a bit too much. I feel that it is difficult to last until the afternoon close. Only if it can be strong for a day can we talk about the market situation. Continuity, otherwise everything will be empty, and it will open low tomorrow, and you will have to cut the meat. "
"Yes, yes... we will wait and see after the market closes in the afternoon. It is still too early to say this now."
The messages in the group are continuously being refreshed...
At this moment, the market trading time has reached 11:30.
After half a day of continuous trading, the market, driven by the four core "infrastructure" industry sectors of "building decoration, building materials, steel, and real estate", finally closed higher. The Shanghai Stock Index rose by more than 1.5%, approaching 2100 points. The index rose nearly 1%. Although the ChiNext Index performed relatively weakly, it still closed with an increase of 0.65%.
In addition to the increase in the index.
The turnover of the two cities also continued to increase compared with the previous trading days, and the half-day turnover reached about 38 billion.
As for the concept sector and the performance of individual stocks, the concept sector, which is directly stimulated by the two major policies of 'state-owned enterprise reform' and 'preferred stock pilot', still leads the gains in the two cities. Within this sector, the constituent stocks in the 'infrastructure' field with small-cap state-owned assets background , stocks such as Beixin Road and Bridge, Pudong Construction, Hi-tech Development, Bayi Steel... were frantically snatched up by funds from all walks of life, and all closed at the daily limit.
After the market closed at noon, we were faced with the extremely distinctive main line characteristics of ‘infrastructure’ displayed by the two cities.
Investors from all walks of life, including various institutions, began to dig wildly and discuss various logical supports for the market to choose "infrastructure" as the main breakthrough, as well as all the favorable supports in this regard in the market, in order to understand, And grasp this trend of the market.
And in this atmosphere where everyone is having heated discussions and frantically exploring investment logic.
At around 12:15, when Su Yu finished his meal, he returned to the company's fund trading room and browsed the various logical reasonings on the Internet about the outbreak of the 'infrastructure' market in major stock trading forums, as well as the information that was suddenly unearthed by everyone. All kinds of benefits.
For a moment, I was quite shocked and didn’t know whether to laugh or cry!