Chapter 353 The Market Started in Despair!
Following Su Yu's instructions.
Li Menghe and many traders in the trading room hurriedly responded, and then, within half a minute, hundreds of millions of funds were poured from the hands of traders into the field of 'infrastructure', with two major funds holding key positions. on the market of major target stocks.
And as the funds poured in, it was almost instantaneous.
After the explosion of Huaguo China Railway, the board was sealed again. Hundreds of thousands of orders were displayed on the board's order interface. The scene was quite spectacular; Huaguo Construction, Huaguo Communications Construction, Huaguo Railway Construction, Huaguo Baosteel, A number of core "infrastructure" stocks such as Wuhan Iron and Steel Co., Ltd. and Conch Cement also rose in a straight line, and the buying volume could surge.
And with the collective change of these core stocks again, the indexes of the core "infrastructure" industry sectors of construction and decoration, building materials, steel, and real estate also rebounded instantly, quickly recovering the previous plunge, and leading the Shanghai Stock Index to regain ground. Return to the 2100 point mark.
"Let me go, the strong will always be strong!"
After seeing the index hit a low during the session and then rebound, the 'infrastructure' industry sector recovered all its previous losses in less than 10 minutes. Some investors who were paying attention to the market expressed emotion.
"Yes! In the core industry sector of the entire 'infrastructure' field, big funds are still flowing in. It seems that the main line of the market has really switched to 'infrastructure'."
“If it can’t go down, it’s time to go up.”
"The 'infrastructure' broke out like this today. It seems that it will not be a one-day parade."
"Big funds have decisively returned to China Railway, Huaguo Construction has regained its 8% growth rate, and the net inflow of big funds in the entire 'infrastructure' field is still accelerating. This situation... is obviously the main force of large institutions. There are traces of large-scale position building at the bottom, this must be followed up!”
"The Shanghai Stock Exchange Index has also regained 2,100 points. It feels like it is really difficult for the market to fall further."
"The market is divided at 28. This is definitely a change in the main line style."
“Isn’t it the first time this year that the Shanghai Stock Exchange Index has outperformed the Small and Medium-sized Enterprise Board and the GEM Board by so many?”
“I have repeatedly reviewed the investment logic of ‘infrastructure’ and feel that this field has indeed reached an inflection point.”
"'Chunjiang Plumbing Duck Prophet'! For the entire market, the main players of these large institutions are the 'ducks' of Chunjiang Plumbing. Today, the main players of these large institutions are so powerfully attacking the 'infrastructure' sector and grabbing many large blue-chip stocks. I definitely smelled something.”
“Funding always precedes technology and market news. I believe today’s collective riot in ‘infrastructure’ is anything but unusual.”
"Indeed, in the stock market, everything can deceive people, but the traces of capital attacks cannot deceive people. The main players of large institutions are so rioting, and the 'infrastructure' line will definitely not be a small market."
"Hey, it's a pity that I was too timid just now and didn't dare to go!"
"It's too late to follow the trend. Large-cap blue-chip stocks are not small-cap stocks. There is no need to worry about not being able to buy them."
"The leading stocks of the major sectors of 'infrastructure' have now risen by at least 6 or 7 points. It is really difficult to start. Chasing prices in a bear market is a taboo!"
"Although it is taboo to chase high prices in a bear market, it also depends on the volume of individual stocks, right?"
"Scaling the volume to increase is naturally a scam, but the volume at the bottom is rising, and it has set off a sector linkage effect. I think we can follow the trend and give it a try."
"I didn't say anything, I have to follow suit!"
"I'll follow suit. I hope it's not a one-day trip, otherwise I'll have to cut my flesh again."
"Definitely not. I always feel that today's 'infrastructure' is such a big battle, it will be good after the close."
"The SME board and GEM are still weak. Driven by the rebound of the Shanghai stock index, it feels like it can't fall or bounce up. It's simply strange."
"It's not surprising. There are only so many funds in the market, and it is impossible to support the market of small and medium-sized boards and GEM amid the large-scale rebound of blue chips."
“But today’s market turnover should reach a new high this year!”
"Even if the transaction volume reaches a new high this year, it will only last for 70 to 80 billion. Compared with the transaction volume of the two cities in the second half of last year, which easily exceeded 100 billion, it is still far behind."
"Take your time. The Shanghai Stock Index has been in the range of 1900 points to 2200 points. It has been fluctuating for almost 2 years. It feels like it is time to make a breakthrough in the direction. And... I feel that this collective riot in 'infrastructure' is An opportunity to lead the Shanghai stock index out of this large shock range.”
"As long as we can break through this large shock range again and create a sustained money-making effect, I believe that the market turnover will quickly climb up. Those investors who are silent, those who have been scarred by the bear market, and those who have temporarily withdrawn from the market , will also be tempted to enter the market under the temptation of continuous money-making effect.”
"Yes, as long as we create sustained money-making effects, incremental funds will come naturally!"
Those who are still operating on the market and can willingly participate in stock market discussions are basically old shareholders or senior investors who have survived in this market. Therefore, everyone appears to be more sensitive to market changes, with knowledge and opinions. There are also many unique features.
Of course, it is also because the market at this moment is a deep stock game market.
It is also because the investors who stay in this market are a group of experienced and smart investors who have been destroyed by the market countless times.
Therefore, in terms of market rotation and switching...
If the funds for making orders do not use real money to create a real profit-making effect and a high degree of space, no one will be fooled, and naturally they will not be able to gather enough funds to follow the trend.
"Huaguo Construction has exceeded the 9% increase, isn't it going to hit the market?"
The discussion among investors continued. At 2:43, Huaguo Construction began to hit the daily limit with the help of countless funds and following the trend.
At the same moment, the Shenzhen Stock Exchange, Xiniu Fund Company, was in the internal trading room.
Fund manager Fang Xinsheng, who had previously been worried about the market plunge and was still somewhat concerned about the outbreak of "infrastructure" and its lasting effects, saw that Huaguo Construction, with a market value of nearly 100 billion, actually started to hit the daily limit, and the Shanghai Stock Exchange Index was rising strongly. Under the capital tray, the 3% increase was once again exceeded, and the index point was refreshed to 2116.16. I was a little stunned for a while, and hurriedly shouted to Mou Zhengxing behind him and the entire trading team: "Buy, buy. Come in, put all the remaining liquidity of our fund into the target stocks, and buy as much as there are selling orders on the market. The market has reversed, the market has reversed!"
Mou Zhengxing, while unconditionally executing Fang Xinsheng's instructions, asked: "Manager, didn't you say before that the market volume could explode too much in the short term, and that the continuity of the market was still in doubt? Why is it said to be reversed again? I feel that the market volume can indeed explode. Too much, the difference in funds here is still huge!”
"The differences have been digested in the dive just now." Fang Xinsheng responded, "Today, the main line of 'infrastructure' is affected, and the main funds in this field of large-scale trading are very impressive. The huge amount of funds can be maintained. The powerful money-making effect in this field.”
“Nowadays, investors in the entire market are extremely keen on the money-making effect of ‘infrastructure’.”
"And the relevant investment logic is also rapidly fermenting in the market."
"It has maintained the strength of the market, created a profit-making effect, and at the same time led the Shanghai Stock Index to break through key points. If this main line cannot be achieved, then all investors in the market will be blind."
"Pay attention to the market." Fang Xinsheng paused and continued to remind Mou Zhengxing, "The capital flow of the entire market is obviously still flowing in the direction of 'infrastructure'. And due to the strong pullback trend after the dive, the investment sentiment of the entire market Everything is getting warmer. The most unstable group of free chips on the Small and Medium-sized Board and the Growth Enterprise Market have cut their positions to chase higher prices. After the switch is completed, it is obvious that as the overall mood becomes warmer, the selling pressure on the Small and Medium-sized Board and the Growth Enterprise Market has increased. It’s also weakening.”
"All this shows that after the market withstood the first wave of correction pressure, the real money-making effect has been achieved, and because of the many active funds following the 'infrastructure' field today, they were not buried, but made money instead. Well, then... when the market opens tomorrow, due to their demonstration effect, the remaining active funds in the market, that is, those active investment groups that hesitated during the outbreak of today's market, will continue to follow suit and gain the remaining profits. At the same time, The continued money-making effect will also attract more OTC funds to enter and increase market liquidity.”
"All in all, there are no problems with investment logic and future expectations."
"Today has stirred up the nerves of the market. It has already had an initial profit-making effect. The 'infrastructure' sector, which has been strongly noticed by countless investors throughout the market, already has all the conditions for the main line market to break out, and I believe that this line will also become the next one." The market has been the main breakthrough direction for a while.”
"I understand!" Mou Zhengxing, who was closely watching the changes in the market conditions of the two markets, felt a chill in his heart. He came to some extent and thanked him, "Thank you, manager, for your understanding."
Similarly, at the moment when Fang Xinsheng saw the opportunity, he pushed in with all his positions.
Magic City, inside Zexi Investment, in the trading room.
Xu Xiang stared at the two markets with only the last ten minutes of trading time, looking at the stocks in the entire 'infrastructure' sector that were already at full limit. He was extremely shocked in his heart, and said with emotion: "The N-shaped market trend, the Shanghai Stock Exchange Index is in ' Driven by "Infrastructure", the growth gap with the Shenzhen Stock Exchange Index and GEM has actually widened to close to 1.5 points. It seems that... the market style switch has indeed occurred. "
"Today the Shanghai Stock Index was able to break through and stand firm at 2100 points, all thanks to the drive of the 'infrastructure' line!" Zhou Kan next to Xu Xiang added, "Popularity, emotion, and money-making effects have all been achieved. Today The funds in this field are really awesome, they are so bold and courageous!”
In a bear market, it is extremely dangerous to rashly start mainline market trends such as 'infrastructure', 'finance', and 'consumption', which involve a wide range of stocks and require huge incremental funds. Even the main funds of large institutions cannot In the period of low mood, when everyone is clamoring for blue chips and generally abandoned by investors in the entire market, they will forcefully pull the market to start these main lines. After all, if the start is not successful, there will be insufficient emotions and following the market. Support, if you can't create money-making effects and space, it will be easy to bury yourself.
However...the big money making market today did just that, and it was successful.
Therefore, Zhou Kan believed that he had to admire the other party's ability to seize opportunities, trading skills, and even courage.
"Indeed!" Xu Xiang nodded and replied, "Today's market is very unexpected. The funds that opened the curtain of the main line of "infrastructure" are indeed admirable. This trading skill is both unexpected and reasonable for the creation of the main market trend!"
For the line of "infrastructure".
Many smart large institutional investors actually have ideas in their minds.
However, when the market has not completely escaped the risk area of negative impact and has not escaped the emotional freezing point, there are very few large institutional funds that dare to make a strong market and pull out this main line. Instead, many people still follow the inertia of thinking. In the fields of small and medium-sized boards and GEMs, which have been expected to be high, the locked-in market is extremely heavy, and the valuation is relatively high, the two main lines of "mobile Internet" and "smartphone industry chain" that have been hyped countless times in the early stage have been repeatedly tossed around, constantly reheating old rice, and finally did not stir out a sustainable main line market.
Of course, before the main line of "infrastructure" broke out today.
Most investors in the market, including Xu Xiang, never thought that the real market explosion would appear on the main board that has been almost abandoned by the market for two years.
After all, in the past two years, many emerging industry concept stocks in the SME board and GEM have gradually played the leading role.
Countless so-called "value investment" institutions that insist on core assets and fundamental investment have been slaughtered by the market, leaving no one alive.
In the first quarter of this year alone...
As far as Xu Xiang knows, hundreds of "value investment" institutions that insist on core assets and fundamental investment in the Lujiazui financial core area of Shanghai have gone bankrupt, and even many star fund managers who used to claim to be "value investment" have shouted out helpless words that "value investment" is not suitable for the domestic stock market.
But who would have thought that just when everyone lost all confidence in these core assets of the main board, the mid- and large-cap traditional stocks with excellent fundamentals, excellent performance, and severely underestimated valuations, and shouted that "value investment" is a liar, and the "concept" and "growth" of emerging industries are the future.
The main line market from the main board came so suddenly!
"Since it is a new style rotation, the main trend is determined." After a pause, Zhou Kan said, "Then we should follow up and adjust the position next, right?"
Xu Xiang nodded and said, "It's too late to adjust the position now. Let's do it tomorrow. Today, the 'infrastructure' line has absorbed so much market funds, including many short-term speculative funds chasing ups and downs, and most of these funds are floating chips. Tomorrow, this line should still fluctuate, and there will be opportunities."
He believes that since the continuity of this line has been determined and the next market style has been determined, there is a high probability that it will change.
There is no need to fight for a moment, and there is no need to care about the difference in the cost of opening a position of three or five points.
Just when the two of them were having a final discussion on the market and further determined the next adjustment strategy, the trading time of the two cities had been fixed at 3 pm.
After a day of violent fluctuations...
Finally, the Shanghai Composite Index rose by 3.22%, perfectly standing above 2100 points, and refreshed the high point to 2118.56, almost closing with a big positive line with large volume. Although the Shenzhen Composite Index and the ChiNext Index performed relatively weakly throughout the day, driven by the money-making effect of the main board, they finally settled at 1.76% and 1.35% respectively, and both slightly increased in volume, reversing the downward trend.