Chapter 394: The Leader Takes the Lead, the Strong Will Always Be Strong!

"Hey, Beijiang Jiaojian's sustainability is out!"

Seeing that Beijiang Jiaojian was out of control as he ignited the rise, the market exploded again, and the stock price rose from around 4% to more than 7%, and there was a trend of hitting the daily limit. Zhou Kan was slightly surprised and said with some surprise: "Boss, you are really awesome. We really leveraged the two major market trends of "infrastructure" and "state-owned enterprise reform."

"I didn't expect that the stock with the strongest follow-up effect was Beijiang Jiaojian." Xu Xiang looked at the market trend of Beijiang Jiaojian's stock and the changes in volume, and his expression was also a little surprised. He hurriedly told Zhou Kan, "Since the market has turned, there is no need to hesitate, just hit Beijiang Jiaojian to the daily limit! This check... It seems that it has blocked Beixin Road Bridge again, completing the exchange of high and low new and old leaders."

"Okay!" Zhou Kan continued to respond with a smile.

Then, he ordered the traders to directly put more than 30 million yuan into the check of Beijiang Jiaojian, and pushed its stock price to the upper limit in one go. Then... before they could close the upper limit with a large order, the follow-up funds had placed orders at a speed of seconds to grab the stock and blocked them.

So, the next second after the stock price hit the upper limit.

On the Beijiang Jiaojian board, more than 150,000 orders appeared to block the buying channel, and the check was firmly sealed on the upper limit.

Then, accompanied by the strong upper limit of Beijiang Jiaojian.

In the entire market, the two main areas of "infrastructure" and "state-owned enterprise reform" retreated sharply at the beginning of the session, and a large number of popular stocks that plunged sharply were attacked by huge main buying funds. The stock prices of various stocks rose rapidly. Among them, Beixin Road Bridge was attacked by continuous large orders of 10,000 main buys. The stock price rose back to the 5% increase position in half a minute, showing obvious signs of "the big monster is not dead".

At the same time, as the market of these main hot stocks warmed up.

Other component stocks in the fields of "infrastructure" and "state-owned enterprise reform" also began to face further attacks from various follow-up funds, and the trend quickly rebounded.

Of course, at this moment...

The "big finance" sector, which was originally the main line of "infrastructure" and "state-owned enterprise reform" and switched between high and low, and other oversold rebound straight line market sectors, now have completely opposite trends to the rapidly recovering "infrastructure" and "state-owned enterprise reform" concept sectors, and there are signs that both long sentiment and follow-up funds are retreating.

"This market change is interesting!"

At 10:39 am, in the internal fund trading room of Yuhang, Yuhang Investment Company, Su Yu looked at the changes in the market conditions of the two cities on the big screen and couldn't help but smile, saying: "Pulling up and closing the board of Beijiang Communications Construction, reactivating the hype sentiment in the two major fields of "infrastructure" and "state-owned enterprise reform", the timing of this fund's move is really accurate, amazing!"

"Is this the market trend, turning back to the two main lines of "infrastructure" and "state-owned enterprise reform"? "Li Meng also noticed the obvious warming of the two main lines of "infrastructure" and "state-owned enterprise reform", and was a little surprised "This morning's market trend is really one wave after another!"

Su Yu nodded slightly and said: "Some of the main funds in the market who think they are smart have not done a good job of switching between high and low. The attack route is scattered and cannot gather enough continuous money-making effects and follow-up funds. In this way... if you want to maintain the current market, you will naturally turn back to the old way."

"In fact, if the index wants to continue to break through, no matter from the perspective of expectations, emotions, money-making effects... in all aspects, only the two main areas of "infrastructure" and "state-owned enterprise reform" can support the market. Other The main line areas are somewhat lacking in interest."

"After such a shock, the market's attention and various follow-up funds have refocused on the two main lines of "infrastructure" and "state-owned enterprise reform". If the market continues to pull up, the pressure should be much less than at the beginning of the trading session, right?" Li Meng said with a smile, "This violent shock is a coincidence, which continues the space and vitality of speculation in the two main lines of "infrastructure" and "state-owned enterprise reform." "

"Yes!" Su Yu responded, "After the violent shock at the beginning of the trading session, a lot of the previously accumulated profit orders have been released, and it is estimated that a lot of the loosened locked orders have also been released. Overall, these two The chip structure in the main line area has been re-optimized, and everyone's holding cost should have increased significantly. In this way, the upward pressure is naturally reduced. "

"Buy it..."

Su Yu paused for a while, turned back and told the traders in the trading room: "Put back the small positions you sold at the opening. This should be the best buying point in today's trading. The market has completed the shock adjustment. If there is no major negative impact on the news at noon, the index and the market will probably continue to develop in this trend. "

"Okay!" The traders responded and added back the positions they sold at the beginning of the trading.

At the same time, in Yanjing, Chenghua Public Fund Company, in the main fund trading room, fund manager Gong Tiancheng saw that the market trend was obviously converging towards the fields of "infrastructure" and "state-owned enterprise reform". He couldn't help but patted the table with a somewhat ugly face, and said with regret: "I really didn't expect that the market could turn back. It seems that there is really no expectation for the "big finance" line. Alas... the position adjustment is too urgent!"

When the market opened, it was seen that the market trends in the two main lines of "infrastructure" and "state-owned enterprise reform" were not right.

And there was obviously a large amount of capital in the "big finance" field.

So, he immediately ordered the traders to sell a lot of their positions and move into the field of "big finance" amid the plunge in the two main lines of 'infrastructure' and 'state-owned enterprise reform'. Unexpectedly... It's not yet noon, and the market trend has begun to converge towards the fields of 'infrastructure' and 'state-owned enterprise reform'. At the same time, he has just completed a large purchase of individual stocks in the securities sector, and the market trend is already showing signs of weakness. , the active buying funds that follow the trend, and their stock prices are in an overall decline.

This time, he not only lost a large number of high-quality chips in the fields of "infrastructure" and "state-owned enterprise reform".

There is a high probability that the newly added position adjustment chips will be trapped.

The losses that came and went made him so angry that he cursed his mother. At the same time... he also deeply regretted his failed operation.

"Manager, I don't think there's anything wrong with us adjusting positions like this, right?" Hearing Gong Tiancheng's emotion, Zhou Qiang, an assistant to the fund manager on the side, responded, "Brokerages are the pioneer market sector of the bull market. I think if the market can really continue to break through, If it stands above 2,500 points, there will definitely be a big market in the brokerage sector.”

"You also said it was a no-no." Gong Tiancheng sighed, "Looking at the evolution of the market, it is obvious that apart from the two main areas of 'infrastructure' and 'state-owned enterprise reform', market breakthroughs in other directions will not receive broad investment from the market at all. The unanimous recognition of the investor group, coupled with the breakthrough in market volume, is obviously lower than expected. It is even more difficult to generate a comprehensive market. I don’t believe that it is only based on the speculation of ‘infrastructure’ and ‘state-owned enterprises’ that have reached the end of the speculation. Reforming the market conditions in the two main areas can really lift the index to 2,500 points and start a comprehensive bull market. "

"Then now..." Zhou Qiang said, "it's too late to switch."

Gong Tiancheng said helplessly: "Forget it, forget it, just treat it as washed out. At this time... it doesn't make much sense to pursue it anymore. The two main lines of 'infrastructure' and 'state-owned enterprise reform' have reached this point." It’s already a feast for shareholders, and those who continue to follow the trend outside the market may not necessarily make money.”

As the two of them talked...

At the same moment, the same similar scenes are happening within many domestic asset management institutions.

Everyone thinks that the release of good news at a high level will inevitably cause great selling pressure on the areas of 'infrastructure' and 'state-owned enterprise reform' that are at the core of the market. The market is adjusting in the two main lines of 'infrastructure' and 'state-owned enterprise reform'. , it is bound to form a new market switch.

However, these smart big money players guessed the beginning, but not the outcome.

I never expected that the market changes that I led could not gather enough long sentiment and follow-up funds in the market, and could not form a real market synergy. Instead, I lost a lot of chips, and at the same time, I was trapped in the weak market sector, and could no longer Follow up the main line market operation.

In this changing situation, the ebb and flow of the market changes.

At 11:30 a.m., the two cities closed at noon. The Shanghai Stock Exchange Index remained near 2,400 points, up 0.88%, which was basically the same as the increase at the opening. At the same time, the Shenzhen Stock Exchange Index and the ChiNext Index bottomed out and rebounded, returning to the red market. Increases of 0.53% and 0.42% respectively.

In addition to the index performance, the half-day turnover of the two cities reached 73.233 billion.

Compared with last week, the volume has further increased significantly.

As for the market situation, the two main areas of 'infrastructure' and 'state-owned enterprise reform', as well as the main area of ​​'growth stocks' in the direction of the small and medium-sized board and GEM, followed a huge and volatile deep V trend. At the close of the market, the increase basically rebounded. Reached the opening position.

The "big financial" sector that once performed fiercely, as well as many weak sectors in the market that rebounded from oversold conditions.

It has followed a completely opposite trend to the two main conceptual areas of ‘infrastructure’ and ‘state-owned enterprise reform’.

For example, the most prominent 'Securities' sector once rose 2.37% during the session. However, at the midday close, as the market prices in the 'Infrastructure' and 'State-owned Enterprise Reform' sectors picked up, and as the popular mainline market siphoned off active funds on the market, Securities The sector's growth rate has dropped back to 0.73%. It has gone from a state of significantly outperforming the market index and a large inflow of main funds within the sector to a state of underperforming the market index and a return of main funds flowing out of the sector. A large number of investors have followed suit. funds and investor groups.

In terms of individual stocks, individual stocks in the 'big financial' field, such as Huaxin Securities, Huashang Securities, Huatong Securities, Bank of Communications, Huashang Bank and other heavyweight financial stocks, have embarked on a high-volume 'pulse fluctuation' trend. The rest of the 'military industry, non-ferrous metals' The trends of core component stocks in weak sectors such as Coal and Coal are relatively similar to those of stocks in the large financial sector.

The trends of stocks in the fields of 'infrastructure', 'state-owned enterprise reform', and 'concept growth stocks' are basically opposite to those in the financial sector. They all showed a trend of falling sharply and then rising again. Among them... Related Popularity The stock market trend was quite strong after the market trend turned from divergence to unity.

For example, Beijiang Communications Construction closed the market directly and hit a new rebound high; although Beixin Road and Bridge failed to close the daily limit at midday closing, it still closed with a 7.35% increase, showing a strong and volatile attitude; Shibei High-tech , Shanghai Sanmao, Shanghai Steel Union, Oriental Fortune, LeTV and other popular stocks have also returned to their positions at the beginning of the market and continued their strong rebound trend.

And a number of large-cap stocks with core weights in "infrastructure" and "state-owned enterprise reform", such as China Construction, China Metallurgical, China Communications Construction, China Railway Construction, China North Railway, China South Railway, Gemdale Group, China Fortune Land Development, etc., although their performance is slightly inferior to that of small- and medium-cap concept stocks, they are still strong and the upward rebound trend has not changed.

Faced with such a midday closing result...

A large number of investors in the entire market are excited, some are sighing, some are angry, and some are lucky. It can be said that there are many.

After all, the sudden changes in the market in the morning and the interweaving conversion of various main lines of market.

Caused many investor groups to lose chips, and also caused a large number of investor groups to make wrong adjustments and follow the trend, and were temporarily trapped in the weak market field stocks with pulse fluctuations.

"Damn, I made money on the index but not on the money."

"Hey, at 10 o'clock, I sold Beixin Road and Bridge and bought Guangda Securities. I thought my operation was amazing, but when I looked at the closing of the market at noon, I was really blind. I couldn't see it at all. I was so fierce in operation, but the result was stupid. I was so depressed!"

"Indeed, it's better not to look at the market."

"You can still make money without looking at the market, but you are busy... In the end, not only did you not make money, you also lost a lot."

"This morning, the two main lines of "infrastructure" and "state-owned enterprise reform" fluctuated so violently that countless floating chips were washed out!"

"It's better to wash it. Only after it is clean can it continue to rise."

"Keeping stocks is like being a widow. This is really true. I was almost scared to death today, but fortunately I held back."

"The amplitude of Beijiang Communications Construction and Beixin Road is really amazing. , I almost thought the market was over, but I didn't expect it to go up again in the end. "

"The leader is not destroyed, and the big monster is not dead! For holding the leader, you really have to have faith. "

"Indeed, you must have faith to hold the chips!"

"I guess Mr. Su is still locking the position today, damn... Beixin Road Bridge and Beijiang Jiaojian have such a good opportunity at a low level, I really shouldn't be scared."

"Yes, at more than 10 o'clock, there are really opportunities everywhere."

"At that time, I bought the bottom of Beixin Road Bridge and Beijiang Jiaojian, and now I have a profit of 10 points. Hey... Why did I lose my temper? "

"I feel that the two main lines of "infrastructure" and "state-owned enterprise reform" in the afternoon will accelerate again."

"Beixin Road Bridge will hit the daily limit in the afternoon? I feel that the market of this leading stock is obviously not over yet. "

"It is very likely to rise Stop, but this check, today I feel that the leading position is occupied by Beijiang Communications Construction. At 10 o'clock, the two main lines of "infrastructure" and "state-owned enterprise reform" warmed up, which was completely driven by the strong limit of Beijiang Communications Construction. "

"I also feel that Beijiang Communications Construction has signs of occupying a position today."

"I hope both checks can rise, so that the two main lines of "infrastructure" and "state-owned enterprise reform" will further deepen, and everyone can make more money. "

"This morning's market trend can be regarded as quite explosive, right?"

"It must be very explosive. With this trend and the closing result, who can think of it?"

"To be honest, today's market trend is really not suitable for watching the market. The more you watch the market, the more serious the fear will be. Alas... Trading operations really cannot be guided by emotions. Such a big profit on Friday Well, I expected the market to rise sharply today, but when the opportunity came, I was actually scared. "

"I was scared in the morning, so I could only chase high in the afternoon."

"Indeed, one step slow, every step slow, looking at the situation, the index has stabilized at 2400 points."

"As long as the two main lines of "infrastructure" and "state-owned enterprise reform" can continue, I am really optimistic that this wave of index will reach more than 2500 points."

"It will definitely reach 2500 points. After all, today's volatility has made the market much cleaner, and the upward pressure is not so great."

"Alas, securities are a pitfall today."

"Securities are not the first or second pitfalls. I feel that the "big finance" sector will not produce a big market until the market turnover does not exceed 200 billion. So no matter how the main force pulls this sector, just insist on not following the trend, and you will definitely not lose money."

"I am also stupid. I don't know how I followed the securities."

"Isn't it said that securities are the pioneer sector to start the bull market? Why is it so pitfall? It's true that I lose money every time I follow it, and I'm desperate to cut my losses. "

"It's so funny, the pioneer sector that started the bull market is just a slogan shouted by the main force, it's just a lie, the purpose is to attract everyone to come in to solve the market, so as to rescue the main institutions that are trapped. Anyway, no matter how loud some people shout, I only follow the direction of Mr. Su's holdings. "

"Yes, in this market, only Mr. Su is the real beacon. "

"After the index and individual stocks fluctuated, they recovered. This is a sign that the chip structure has changed from differentiation to consistency. Judging from the situation... the market is likely to accelerate in the afternoon. "

"Inevitably, although the market fluctuated violently, the index did not encounter too strong resistance near 2400 points. I am optimistic that the market will continue to break through in the afternoon. It's a pity that I'm already fully invested, otherwise at this position... I will definitely continue to increase my position. "

"If the index continues to break through, the market will definitely still revolve around the two main lines of "infrastructure" and "state-owned enterprise reform." "

"There should be no doubt about this. After all, judging from the volatile trend this morning, other main concept sectors simply cannot afford the responsibility of leading the index to break through."

In the heated discussions among many market investor groups, they all imagined the afternoon market.

The market bullish sentiment, which was once disrupted in the morning market changes, began to recover strongly during the short lunch break, and the unanimous bullish situation was formed again. Among the potential investors in the off-market, the number of investors who are ready to enter the market with funds in their arms is also increasing with the radical mood.

With this emotional interpretation and change, time quickly moved to 1 o'clock in the afternoon.

The two markets ushered in the second half of continuous bidding transactions.

Just after the opening, in the morning market, the main concept stocks of "infrastructure" and "state-owned enterprise reform", as well as the core weight stocks, which showed a strong state, were further attacked by various follow-up funds. The stock price was advancing synchronously with the volume and energy, and it became stronger and stronger.

At 1:30 p.m., the core concept sector index of the two cities, "SOE reform", rose by more than 3%. More than 30 stocks in the sector rose by more than 5%, of which 11 stocks hit the daily limit, and the main funds flowed in crazily. The related small and medium-sized concept stocks have completely shown a trend of daily limit.

At 1:50, real estate, high-speed rail, public transportation, building materials, building decoration, cement, steel, Shanghai Free Trade Zone, Internet finance... a number of previous hot concept sectors all accelerated their rise. At the same time, the Shanghai Composite Index rose by more than 1.5%, standing above 2410 points, and the Shenzhen Composite Index and the ChiNext Index rose by more than 1%. The turnover of the two markets reached the 100 billion mark.

At 2:20, the market situation with "infrastructure" and "SOE reform" as the core began to diverge again. Among the nearly 2,000 stocks in the two markets, 93% of the stocks achieved red trading except for the suspended stocks, and all concept sectors and industry sectors in the two markets also showed a trend of no decline. The overall market profit effect is still rising.

At 2:45, the Shanghai Composite Index surpassed the 2% increase and stood at the 2420 point mark. At the same time, the turnover of the two markets hit a new high in this round of rebound, reaching the 120 billion mark.

At 2:50, when the time entered the last ten minutes of the closing, a large number of small and medium-sized concept stocks in the fields of "infrastructure" and "state-owned enterprise reform" all set off a daily limit trend, and the profit effect reached the extreme. Among them, Beixin Road Bridge unsurprisingly re-sealed the daily limit, achieving a trend of seven consecutive boards, further opening up the market speculation space.

Finally, at 3 o'clock in the afternoon, the two markets ushered in the closing time.

The Shanghai Composite Index was 2429.33 points, up 2.11%, the Shenzhen Composite Index and the ChiNext Index rose 1.73% and 1.62% respectively, and the two markets had a total turnover of 130.849 billion, standing above the 130 billion turnover mark for the first time this year, and once again set a record of the strong trend of the Shanghai Composite Index of eight consecutive positives.