Chapter 354 Return to the Road of Wealth!
In addition to indexes, sectors, and individual stocks.
After the four core "infrastructure" industry sectors of building decoration, building materials, steel, and real estate experienced violent intraday fluctuations, their industry sector indexes all closed at the highest point, and the index increases of each major sector were all above 4%. It can be said that It was a full-scale explosion, with momentum like a rainbow.
Its related industry leading stocks, such as Huaguo Construction, Huaguo MCC, Huaguo Communications Construction, Huaguo Railway Construction, China Railway, Huaguo Baosteel, Wuhan Iron and Steel Co., Ltd., Conch Cement, China Fortune Land Development, Kumho Group... a lot of stocks , all rose by more than 5%, and even among them, China Railway, MCC, Bayi Steel, China Fortune Land Development, and Kumho Group all closed their daily limits, showing an extremely strong rebound.
Of course, the entire "infrastructure" market broke out, leading the two cities to rise, attracting a large amount of active funds in the market, and the attention of countless investors.
As the popular main lines in the early stage of the market, the two core main lines of 'mobile Internet' and 'smartphone industry chain' today are lackluster and lagging behind the market growth. Moreover, companies such as Hua Qingbao, Changqu Technology, Tianyu Previously popular stocks such as Information, LeTV, Huayi Brothers', etc., in today's market's positive rebound, did not rise but fell, showing a clear picture of their weakness.
Faced with an extremely clear change in style, the closing results of the two cities saw a sharp rebound in volume.
Investors in the entire market are excited and excited, and discussions about the evolution of the market outlook and style transformation are also becoming more and more intense.
"The Shanghai Stock Exchange Index can close such a high-volume positive line today, which is all driven by 'infrastructure'!"
"Indeed, if there is no comprehensive counterattack from the 'infrastructure' sector today, I am afraid that the market situation will still not be optimistic."
"The plunge in the afternoon looked very scary. Fortunately, the sector in the 'infrastructure' field stabilized. China Railway's return to the blockade was really domineering. It directly supported market sentiment and stabilized the entire 'infrastructure' field. The money-making effect caused the market to launch a comprehensive counterattack in the late trading and successfully reached the 2100 point. "
"According to the situation of market riots today, the line of 'infrastructure' should be the main line of the market's subsequent rebound, right?"
"Not only infrastructure, but also the two concepts of state-owned enterprise reform and preferred stock pilot. Even if there is a full-scale riot in the 'infrastructure' sector today, the ones that have risen the best are still those that combine the concepts of 'state-owned enterprise reform' and 'preferred stock pilot' of stocks.”
"When talking about 'state-owned enterprise reform' and 'preferred stock pilot'... these two concepts, don't they refer to the blue-chip trend of the main board?"
"It's not just about blue-chip trends, right? Many local state-owned assets hold shares, and there are also small-cap stocks."
"But in the 'preferred stock pilot', basically only blue-chip large-cap stocks with good performance and low valuations have the opportunity, and it is obvious that the regulators are directing these benefits to blue-chip stocks."
"In the past two years, blue chips have indeed fallen dramatically. Many fund managers of 'value investment' have liquidated their fund products with losses."
"Today, the whole concept of 'infrastructure', 'state-owned enterprise reform', 'preferred stock pilot' and other concepts that are obviously leaning towards blue-chip and large-cap stocks on the main board are in full riot. It is obviously indicating that the market of large-cap blue-chip stocks is coming, right? What is the main trend of the market in the future? , I’m afraid it will most likely be launched in these conceptual areas.”
"A one-day rebound is not enough to determine the subsequent main line market position."
"Yes, it may also be an oversold rebound. If the 'infrastructure' field is to become the main line of the market outlook, then the continuity in the following trading days will be very important, and only by making sustained money-making trends can the upper chips be truly loosened. Only then can a decent mainline market emerge.”
"You're right, you have to be clear-headed and stop being impulsive."
"Looking at the market for the conference, are there any major positives related to 'infrastructure'? I always feel that today's 'infrastructure' riots are very unusual."
"There are a lot of benefits about 'infrastructure', right? Basically, they are all good names!"
"Market confidence is insufficient. If 'infrastructure' is to become the main line of the market in the future, new major benefits will be needed to stimulate sentiment and everyone's confidence in holding shares."
“It’s definitely good for big money to block the market so resolutely today.”
"I think it's not very important whether there are any short-term benefits. The key is that the demand in the field of 'infrastructure' has further exploded, and the investment logic of the industry has changed. I think this is the reason why today's 'infrastructure' has fully exploded and led the market strongly. , The main players of large institutions are not hot money, they should not be speculating based on the news. "
"No matter whether it is beneficial or not, it is always right to speculate with the main funds."
"Yes, the surge of main funds is the basis for the market to explode. I think it is more effective to keep an eye on the flow of main funds than to guess what is good."
"Judging from the main capital flows on today's market, it is obvious that the 'infrastructure' field has a large-scale net inflow, and the previous two main core concept sectors of 'mobile Internet' and 'smartphone industry chain', as well as their industry sectors For individual stocks, almost all are unilateral outflows. Looking at it this way...the market trend is obviously changing from concept stocks on the small and medium-sized board and GEM to blue-chip performance with 'infrastructure' as the core."
"Indeed, the four major industry sectors with 'infrastructure' as the core have a total net inflow of main funds of 4.6 billion, which is an exaggeration. This should also be the largest net inflow of main funds in the market in a single concept field this year. ”
"This is also the first time that China Railway and China Metallurgical Corporation have reached daily limit after two years!"
"I have to say that the main forces that blocked China Railway and Huaguo MCC today are really strong. With tens of millions or hundreds of millions of funds, they hit the daily limit board without hesitation. It feels like I haven't looked at it for several months. It’s such a grand occasion for the volume of funds to be closed, especially on MCC’s market, the more than 1 million orders were closed, which is shocking!”
"It's a pity that these two large-cap stocks may not be on the Dragon and Tiger List today, and there is no way to seal the market."
"This amount of funds shouldn't be hot money, right?"
"It's hard to say that in the market, top hot money still has this amount of funds."
"Well, Mr. Su from Fortune Road, Mr. Zhang from Chunhui Road, Mr. Jiefang South Road... they should all have the same amount of capital, but they don't feel like these people's trading style."
"You will know when you look at the Dragon and Tiger list later. MCC closed the board too quickly and obviously did not change hands enough. There is a high probability that it will not be on the list. However, China Railway's turnover rate is sufficient. According to the performance of other stocks on the main board today, China Railway has Probability of being on the list.”
“I hope that today’s dragon and tiger list will see the seats of the top market players!”
"Even if we can't see the seats of the top market players, we can see large-scale buying by institutions, which can be regarded as a confidence boost, and the market outlook is promising."
At a time when many investors are having heated discussions and are looking forward to today's Dragon and Tiger ranking data.
Yanjing, the magical capital, and various places in Shenzhen.
Many self-operated investment departments of securities firms, asset management institutions with state-owned assets background, and even many public fund-raising institutions whose confidence has collapsed and even become desperate in 'value investing' are also waiting eagerly for the afternoon. The Dragon and Tiger List data at 5:30, I want to see who is the main force of funds that kicked off the main line of 'infrastructure' today, decisively switched the market style, and rewritten the market trend.
At the same time, before the Dragon and Tiger list was announced...
Many institutions with information channels and extensive contacts are already asking everyone in the circle about the identity and background of the main funds that are driving the market today.
"Damn it, are you mistaken? Today's business department of 'Yuhang Fortune Road' made a transaction of 4.2 billion!"
When everyone was inquiring about the identity and background of the main funds driving the "infrastructure" market today, Liao Guanghua, general manager of the proprietary investment department of Huashang Securities Headquarters in Yanjing, received an internal information document, and his expression was extremely shocked. : "So...it was Mr. Su from 'Yuhang Investment' who created today's market?"
"It should be correct." The secretary next to Liao Guanghua said, "This is reported to the headquarters by General Manager Qu of 'Yuhang Fortune Road', and in terms of the transaction results of our docking exchange, these fund transactions are all It’s recorded clearly and there will be no mistakes.”
"Mr. Su would have done nothing if he didn't take action, but once he did, it was a shocking act!" Liao Guanghua had to sigh, "Today's counterattack on the Shanghai Stock Index's positive line, I'm afraid all the credit must be attributed to him."
The secretary responded: "This transaction volume is indeed too exaggerated."
"As quiet as a virgin, but as moving as thunder!" Liao Guanghua said, "Mr. Su's sensitivity to market conditions is truly outstanding. The move that opened up the 'infrastructure' market today is indeed a shocking move, truly opening up the market." It creates room for the market to rebound and opens up a main line for the market!”
At the same time, when the two of them were feeling emotional...
The news leaked through Huashang Securities also began to spread wildly throughout the domestic financial and asset management circles.
"Wealth Road? Has Wealth Road appeared again?"
"A single-day transaction of 4.2 billion? This accounts for one-eighteenth of the entire transaction volume of the two cities today. Is Mr. Su from Fortune Road so terrifying?"
"4.2 billion? Such a large amount of transaction volume, all poured into the 'infrastructure' sector?"
"Damn it, what a huge gamble!"
"This Mr. Su from 'Fortune Road' is really a gambler, but even if he is a gambler, he is the best gambler in the world."
"It's awesome. It's so awesome. With such a big bet on the 'infrastructure' sector, Mr. Su has never thought about such a large-scale intervention. What if the market doesn't pick up? After all, the 'infrastructure' sector has not happened before. It is not that there has been a violent rise, but it did not drive market sentiment and follow-up funds, thus forming a linked market. "
"Are you sure the news is correct? How optimistic is this about the market in the 'infrastructure' field?"
"Isn't Mr. Su focusing on the concept hype of the small and medium-sized board and GEM? Why is he suddenly involved in the direction of the main board on a large scale and in the traditional field of 'infrastructure'?"
“The ‘value investing’ in the market is dead, but I didn’t expect that it would be ‘Wealth Road’ that finally took over!”
"This operation of 'Wealth Road' is really crazy!"
"The total size of the two main funds managed by Mr. Su is only about 10 billion. Today, more than 4 billion were traded in one day? What kind of behavior is this? This trading technique is too... too violent! "
"What the hell, crazy, crazy..."
"The last glimpse of 'value investing' turned out to be Mr. Su of 'Wealth Road'. This is... really ironic!"
"Hey, whether it's envy or jealousy, in short, this person is really admirable. At this stage, the large-scale asset management institutions that dare to enter the market and increase positions on such a large scale, drive market sentiment, and strongly play the main market trend, I'm afraid there is no one else except "Yuhang Investment" behind the seat of "Fortune Road", right? As for these people you ridiculed, I ask you, do you dare to make such a stunning move in this position? Do you dare!"
"Indeed, this courage is not possessed by ordinary people!"
"The strategic development of "infrastructure", the acceleration of urbanization construction, the further improvement of domestic high-speed rail and highway networks, the recovery of the real estate industry, rural revitalization, the construction of roads connecting every village, and even the macroeconomic development strategy deployment of the "New Silk Road"... All these various benefits did not burst out in one day. The reversal of investment logic in the entire "infrastructure" field has already been there. It can be said that the "infrastructure" line is an open card, but... the extremely brutal market sell-off, the disdain of the majority of investors in the market for the main board and the large-cap blue chips, and the helpless liquidation of many funds and institutions with heavy positions in the main board blue chips..."
"With the interweaving of good news and various market bad news, everyone knows that this is an open card, but who has the courage to pull out this main line in advance?"
"No! Except for Mr. Su behind "Fortune Road", there is no one!"
"So, at this moment, don't envy others openly or secretly for taking the initiative and getting the first opportunity. These are the premium profits that they deserve while bearing risks."
When the news spread wildly throughout the domestic financial and asset management circles, and major internal groups were discussing crazily.
At 5:30 pm, the data of the Dragon and Tiger List of the two cities was refreshed.
It was seen that in the entire market, large and small institutions, countless hot money, and huge investors were paying attention to the refreshed Dragon and Tiger list. Three stocks, China Railway, Jinhu Group, and Beixin Road Bridge, were listed on the list. The two business department seats of "Huashang Securities Yuhang Fortune Road and Huaxin Securities Yuhang Fusheng Road" that had disappeared for several months were also listed in the first buying position of China Railway and Beixin Road Bridge.
"Oh my God! Mr. Su's seat appeared. Sure enough, it was Mr. Su!"
When seeing the two seats of "Huashang Securities Yuhang Fortune Road and Huaxin Securities Yuhang Fusheng Road", the entire market, countless hot money, and huge retail investors were almost in tears.
In the few months since "Fortune Road" left, the market trend was too tragic.
In the past few months, the Shanghai Composite Index fell from nearly 2,500 points to a low of 1,967.21 points, while the ChiNext Index fell from a high of nearly 1,500 points to around 1,000 points. There are nearly 2,000 stocks in the two markets, and hundreds of stocks have had their share prices cut in half during this period.
Not only did the institutions lose money to despair, but countless fund companies went bankrupt and fund managers' faith collapsed.
Hot money and retail investors also lost money to doubt their lives and withdrew from the market in despair. Many people even lost money to the point that they dared not open their stock accounts to take another look.
After all, no one expected...
The market could fall so badly after three consecutive years of a deep bear market.
No one expected that those stocks that had been cut in half and cut in half again could continue to be cut in half. They did not expect that there was an endless abyss below the bottom area they thought they had.
But now, the "Road to Wealth" is back!
‘Wealth Road’ was openly listed on the Dragon and Tiger List, and with a purchase of 78 million, it closed the board of China Railway, opening the curtain of the ‘infrastructure’ market.
This is for the hot money and retail investors who are still in the market and struggling to hold on.
Not only is it shocking, but also the confidence and hope for the future market that has been killed by the market and was originally annihilated deep in their hearts.