Chapter 473 The Continuous Rebound!

"The high opening range of the index is really lower than expected, but fortunately, popular stocks performed well, and the market's money-making effect has still been activated."

Seeing the market's final opening performance, some people among the retail investors gathered in the discussion area of ​​the trading platform were filled with emotion.

"That's right, the outer market was all green last night."

"Indeed, if the Shanghai Stock Exchange Index can open above 2,200 points, it is actually a victory."

"Mr. Su's 'Fortune Road' is still so powerful. This entire collective bidding process is so strong that almost all of it is 'Fortune Road' concept stocks."

“Looking at the ‘Wealth Road’ concept section of the market, the increase has exceeded 6%, which is terrifying.”

"The influence of Mr. Su's 'Fortune Road' is originally the only one in the market. It is normal for the stocks he directly participated in to have call auction trends like today."

"On the whole, the money-making effect of the market is still concentrated on the main lines of 'infrastructure', 'military industry', and 'Internet finance', which were very strong yesterday. Sure enough... the market law of 'the strong will always be strong', It’s still valid no matter what!”

"Although from the perspective of the entire collective bidding, the market profit-making effect is indeed mainly concentrated in the main areas of 'infrastructure', 'military industry', and 'Internet finance', but in terms of these main areas, the strength and weakness are still Some are obvious, ‘Infrastructure’ is the strongest, ‘Internet Finance’ is the second, and ‘Military Industry’ is the weakest.”

"If the market is leading the rise, it must be the 'big infrastructure' line."

"Sure enough, 'big infrastructure' is still needed to save the market. In fact, in the past two or three months, the core line of the market has been 'infrastructure', right?"

"You can say that, but just last month, the correction of this line was really fierce."

"Now, the market should be completely adjusted, right?"

"I dare not say that in other main areas, as for the 'big infrastructure' line, since Mr. Su's 'Wealth Road' has such a large-scale involvement, it must be the end of the adjustment."

"It doesn't matter whether the adjustment is over or not. Since Mr. Su is buying, just follow the trend."

"Yes, if you buy with Mr. Su, you won't lose money!"

"The key is the really strong stocks, such as Beijiang Communications Construction, Shanghai Construction Engineering, Tianshan Cement, Hengsheng Electronics, and several checks. They are directly blocked by the Wuliang one-word daily limit. I listed the 'Shanghai Stock Exchange' at 12:01 last night JianGong's daily limit purchase orders have not been transacted yet.”

"Even the large-cap stock MCC has been sealed at its daily limit. I really didn't expect it."

"Not all of the 14 stocks in the 'Fortune Road' concept sector have a daily limit. I feel like I can buy the others that have not reached a daily limit."

"Yes, I also think you can buy it. Today, as a whole, the popular stocks in the main fields of 'infrastructure', 'military industry' and 'Internet finance' are getting stronger and stronger during the call auction stage, which shows that the market is optimistic In this direction, there are still endless funds willing to undertake these stock chips.”

"It's true that for all the stocks in the 'Fortune Road' concept sector, when the call auction ended, the stock prices were all at the highest point."

"Buy, buy, buy, there is only one word at this time, 'buy'!"

"Since the Shanghai Stock Exchange Index has opened above 2200 points, it is enough to show the solid support of this position. I feel that today is definitely the trend of the big positive line continuing to break through."

"It's inevitable! The stocks that hit the daily limit yesterday are very well accepted in the call auction today. There is no reason why the market should not continue to rise."

Amid the heated discussion, the five-minute pause in trading fleeted. At 9:30, the two cities entered the formal continuous bidding trading stage.

I saw that the market prices of the two markets had just begun to beat.

The main funds that are active in the market, as well as the vast number of retail investors who follow the trend of short-term speculation, continue to pour into a large number of concept stocks that hold positions in "Fortune Road" crazily.

At 9:31, in just one minute, Pudong Construction, which opened with an increase of about 7%, was quickly pushed to the daily limit by a huge amount of buying funds.

Immediately afterwards, at 9:32, Chongqing Development and Capital Holdings reached their daily limit.

At 9:33, Jinzheng Co., Ltd. and Hualian Heavy Industry rushed into the market.

At 9:34, China Railway Construction rose straight up, hitting the daily limit upwards.

At 9:35, Huaguo Construction's increase exceeded 5%, and its turnover increased rapidly. In 5 minutes, it broke through the 500 million turnover mark.

At 9:36, within the constituent stocks of the 'Fortune Road' concept sector specially separated by the trading platform, more than 7 stocks have hit the daily limit, and the overall rise of the concept sector exceeded 7.5%, almost achieving the overall daily limit, far ahead of the two cities' concepts plate.

At 9:37, a number of related industry sectors in the field of 'big infrastructure', such as 'building decoration, building materials, steel, real estate, machinery and equipment, public transportation' and other industry sector indexes rose by more than 1.5%, and the overall index rose by more than 1.5%. In the direction of capital flow, the net inflow trend is still expanding.

At 9:38, in addition to the relatively special concept section of the 'Fortune Road' concept section, the 'State-owned Enterprise Reform', 'Shanghai Free Trade Zone', and 'New Silk Road' concepts have also risen rapidly. Absorbing follow-up funds from active markets.

At 9:39, driven by the main line of "big infrastructure", the Shanghai Stock Index quickly reached the 2240 point mark, and the increase expanded to more than 0.5%.

At 9:40, the net inflow of main funds in various industry sectors in the entire "big infrastructure" field reached 500 million.

At 9:41, the number of stocks with daily limit concepts in the field of "big infrastructure" exceeded 15, and most of them were shrinking stocks that naturally changed hands.

At 9:42, BNBM hit its daily limit upwards, and the building materials industry sector index rose to about 2.5%.

At 9:43, Gemdale Group and Poly Real Estate surged straight up, causing a riot in the real estate sector.

At 9:44, the ‘Fortune Road’ concept sector index rose by 8%, and 10 of the 14 concept stocks in the sector reached their daily limit.

At 9:45, the Shanghai Stock Index broke through the 2245 point mark, and the increase instantly expanded to about 1%.

At this point, after 15 minutes of trading at the beginning of the market, the rebound market relying on "big infrastructure" as the core continued to explode, and the market continued to make money. At the same time, there were many hot spots in the fields of "infrastructure", "military industry" and "Internet finance". The hype market, with concept stocks as the core hype point, is also advancing rapidly, wildly attracting a large number of envious and enthusiastic retail investors both inside and outside the market to follow up.

"This market trend is really... crazy!"

At 9:47, in the Shenzhen Stock Exchange, inside Xiniu Fund Company, in the 'Manniu No. 1' fund product trading room, the trading team leader Mou Zhengxing looked at the sector index called 'Fortune Road Holdings Concept Stocks' on the trading platform. The increase made me feel completely shattered. I couldn't help but sigh: "The concept stocks held by 'Fortune Road' are almost at the daily limit across the board. Investors who follow the trend are really crazy. There is also an index performance. I really didn't expect it." , so weak in the early stage, but now the external market trend is obviously cloudy and tends to be pessimistic, but it has formed a breakthrough trend with great momentum. "

"This is the charm of the trading market!" Fang Xinsheng, the fund manager standing next to Mou Zhengxing, smiled and said, "Unexpected, but also reasonable."

"How can this be reasonable?" Mou Zhengxing asked.

Fang Xinsheng responded: "Isn't it? At this position, the Shanghai Stock Index has gone out of an independent trend. After careful analysis, the logic is still very clear. First of all, it is oversold. The funds that were trapped for various reasons in the early stage were in panic when it was oversold. The centralized clearing reduces the pressure on the market to rebound. "

"Secondly, the reshaping of the chip structure on the market, the large-scale entry of 'Yu Hang Group' funds, and the macro news, whether it is the regulators or senior leaders, continue to release positive incentives to the market, these... …all of which continue to stimulate the market’s bullish nerves and bullish sentiment!”

"Furthermore, the overall market valuation has been compressed to the extreme, and after the new shares are listed, the IPO restart is actually negative."

"These also essentially deepen the accumulation of long power in the market."

"So many potential factors are intertwined. When the market is seriously oversold, and at the same time, the 'Yu Hang Group' has entered the market on a large scale, trying to stir up the market's long sentiment to the maximum extent, in this case, the market has gone through a wave. Ling Li’s continuous violent rebound is naturally reasonable.”

"It's just that most people didn't expect that it would be at this time when the external market is generally declining."

"And this is exactly what makes Mr. Su of the 'Yu Hang Department' really great!"

Fang Xinsheng paused and continued: "At this time, he stirred up market sentiment and drove the market out of a violent rebound. Not only did it open up the market situation in one fell swoop, it reshaped the core market trend of 'infrastructure', but also made the market Under the negative pressure of external trends, a more complete transformation of the chip structure has been formed.”

"The violent rebound at the bottom is too consistent and is not good."

"Appropriate divergence and volume increase will enable a more complete exchange of market chips, so that the subsequent rebound can go further!"

"And there's no doubt ... the market is changing in that direction."

"Of course, the majority of investors in the market are chasing the concept stocks held by the 'Fortune Road', which is indeed a bit outrageous. They are just buying without thinking and following the trend!"

"However, the market influence of this 'Fortune Road' is really enviable!" At some point, general manager Liu Xin walked into the trading room. Hearing Fang Xinsheng's words, he couldn't help but sigh, "As long as we are in Longhu When a buy seat appears on the list, countless funds from the market gather to follow suit and volunteer to support it.”

Fang Xinsheng heard Liu Xin's voice, turned around and nodded slightly to him, and then responded with a smile: "Mr. Liu can't just see the advantages and not the disadvantages. The greater the market influence of 'Fortune Road', as the size of their asset management As the market becomes bigger and bigger, in fact, the operations are becoming more and more restricted, otherwise they would not activate an unidentifiable 'institutional' seat as the main trading seat of the 'Yuhang No. 3' fund."

"The greater the market influence of 'Fortune Road', the greater the impact it will have on inducing market sentiment and the market trend of the relevant targets it holds."

"This situation..."

"When they are fully committed to buying, it is naturally a huge help."

“But if extreme market conditions occur and the liquidity of the entire market rapidly depletes, it will be very difficult for them to complete a quick exit with such a large position size. At that time, they will have no trading seats. Not only is his influence not helpful, but it is a huge hindrance when he comes out.”

"So, there is nothing to envy. All funds in the market have always sought advantages and avoided disadvantages."

"We follow this logic and carry out strategic operations. Whether it is chasing the market or following the trend, we will not lag too far behind."

"That's true!" Liu Xin pondered Fang Xinsheng's words, nodded, and continued, "The market should be completely supported by 2200 points now, right? Mr. Fang... Do you think that the main line of "infrastructure" can still have the same sustained market trend as in April and May?"

Fang Xinsheng thought for a while and said: "The support of the Shanghai Composite Index at 2200 points is effective at present. As for whether this wave of market rebound can have the same effect as the sustained market trend in April and May, we have to observe it. Of course... At this time, there is no problem in switching strategies, building positions aggressively, and taking more main line chips in the field of "infrastructure". The risk is not great."

"What is the current overall position of our "Manniu No. 1" fund?" Liu Xin continued to ask.

Before Fang Xinsheng answered, Mou Zhengxing took a look at the holding data in the background and immediately answered for Fang Xinsheng: "General Manager, our fund's current holding level is about 60%, and the main holding direction has been adjusted to the "infrastructure" field, among which the real estate sector has the heaviest holdings."

"Real estate?" Liu Xin asked, "Is Mr. Fang optimistic about the future commercial real estate and property market?"

Fang Xinsheng nodded and said: "The property market is loosened, and hot money from all parties is surging. In order to suppress inflation and make the economy develop in a healthy way, urbanization construction led by "big infrastructure" will definitely accelerate, and the property market, a huge capital reservoir, will definitely rise."

"Okay!" Liu Xin nodded and said no more.

After a brief discussion, the three of them turned their attention back to the trading surface of the two cities.

At this time, the market trading time has entered 9:55. After the rapid riot, the "real estate" sector has occupied the first place in the industry sector growth list of the two cities. Among them, the core component stocks, Gemdale Group, Poly Real Estate, and Kewan Real Estate have all increased by more than 5%. Chongqing Development, Capital Capital, and Financial Street have reached their daily limit, and the industry sector index has also increased by about 3.5%.

Then, when the market trading time exceeded 10 am.

The overall money-making effect of the market began to overflow from the core "infrastructure", "military industry", and "Internet finance" main line areas, and shifted to the weak concept sector that lagged behind the market trend in the early trading. At the same time, the main funds chasing from the off-site, as well as the majority of follow-up investors, began to hype the logic line of "low-level compensation" when many hot stocks in the core main line were already high.

As the market gradually turns and deepens...

At 10:20, the Shanghai Composite Index, Shenzhen Composite Index, and ChiNext Index, several major market core indexes, rose by more than 1%, among which the Shanghai Composite Index refreshed the intraday rebound high to 2260 points, and the increase broke through 1.5%.