Chapter 474: Both Markets Saw a General Rise!
"As expected, there is another big positive trend today. Big A has really changed its nature in the past two days. It is independent of the world and moving so strongly. It is completely shocking!"
Seeing that the market index continues to break through, and the money-making effect of the market continues to be rapidly unlocked, at this moment, in the main hot money group of Yuhang where Su Yu is located, many big hot money investors who have made huge profits after chasing the market in early trading can't help but express their thoughts. With an unexpected look, he sighed.
"The key is the volume and energy performance, which is also perfect. I feel that if the Shanghai stock index is below 2,200 points, it will definitely not go back in the short term."
"After the continuous shrinkage, the volume plummeted and bottomed out. This trend... has basically wiped out all the unsteady stock-holding investors in the early stage of the market, and has also perfectly mitigated the short-term rapid rise of the market. The pressure to rebound will definitely continue, if nothing else.”
"Haha... who said before that A-shares can't have an independent trend? Isn't it going to happen now?"
"Looking at it now, the two waves of decline after the holidays are really an obvious washout trend. The Shanghai Stock Index quickly broke through 2200 points, and then quickly recovered. This 'break and then rise' trend really shocked countless investors who held shares on the market. It’s all at the bottom. I have to say that the trend of A-shares in the past few days after the holiday is really amazing!”
"Even I thought the Shanghai Stock Index was going to fluctuate in the big box between 2000 and 2200 points again, but I didn't expect..."
"The current trend performance should fully demonstrate that the Shanghai Stock Exchange Index has completely stabilized at 2,200 points, and can fully illustrate the effectiveness of the support of the upper edge of the large box of 2,200 points, right?"
"That's for sure, 2200 points will never be broken again!"
"It feels like this wave of 'infrastructure' rebound is stronger than the wave of market prices in April and May."
"I also feel it, and the unanimous expectations of funds from all walks of life in the market on the line of 'big infrastructure' have become stronger. Almost all related popular stocks have been snapped up by funds from all walks of life."
"Funds from all walks of life are rushing to buy chips from popular stocks in the 'infrastructure' field. Is it mainly affected by Mr. Su's 'Fortune Road' seat?"
"Not entirely. If the main line of 'infrastructure' itself does not have strong hype expectations, the influence of Mr. Su's 'Fortune Road' seat alone will not be able to pull off such a rapid rebound. In fact, compared with 'military industry' It can be seen from the two main lines of "military industry" and "Internet finance" that the two main lines of "military industry" and "Internet finance" are obviously inferior to the main line of "infrastructure" in terms of market hype expectations and the positive news related to them. Therefore...despite the blessing of Mr. Su's 'Fortune Road' seat, the trend is weaker than the 'Infrastructure' main line."
"There is no doubt that the strongest core line in the market is the 'big infrastructure' field."
"Yes! Mr. Su really made a lot of money with this round of bargain hunting."
"The 'Yuhang Group' has always been the smartest main force in the market. Mr. Su has become a 'stock speculation legend' in the domestic financial circle in the past year. Therefore, the emergence of the 'Yuhang Group' here to buy the bottom is not actually a big deal. Surprisingly, what is really surprising is the market’s reaction after the large-scale sale of funds from the ‘Yu Hang Group’! Look at the increase in the ‘Fortune Road Shareholding Concept’ sector newly compiled by the market trading platform. It is almost at the limit across the board. ”
"Well, you're right. I feel that Mr. Su's seat on Fortune Road has a growing influence on the market."
"Human nature is to seek advantages and avoid disadvantages. Ever since Mr. Su's 'Way to Wealth' appeared on the Dragon and Tiger List, he has never missed every purchase. The transaction data of the Dragon and Tiger List also shows that following Mr. Su's 'Way of Wealth' Lu's transaction success rate is 100%. With such a clear investment opportunity, it would be strange if investor groups from all sides in the market don't follow suit crazily. So... Can the influence of Mr. Su's "Fortune Lu" not become bigger and bigger? "
"Envy, I'm really envious!"
"The influence of one trading seat on market conditions is equivalent to the influence of billions of buying orders out of thin air. This should be the highest pursuit of individual investors like us in the market, right? This following-the-trend effect... …It’s truly a one-of-a-kind existence.”
"As far as the influence of Mr. Su's 'Fortune Road' is concerned, even the influence of billions of buyers will be hard to match!"
"'Wealth Road' is a trading seat that can truly determine the long and short trend of the market."
"Not to mention, the total net inflow of main funds in various industry sectors of the 'big infrastructure' industry has exceeded 1 billion again. It feels like any correction is a buying point!"
"Then what else can you say? Just increase your position and buy it?"
"The entire 'Fortune Road Holding Concept Stocks' section is about to reach its daily limit. Of the 14 concept stocks that appeared on Mr. Su's 'Fortune Road' on the Dragon and Tiger List yesterday, 10 stocks have now sealed their daily limit, achieving their second consecutive daily limit. , if we attack again at this time...what can we buy?”
"Second consecutive daily limit increase... If Mr. Su's 'Fortune Road' can continue to lock positions, these 'Fortune Road holding concept stocks' should still have a three-board premium, right? After all, the current market sentiment and following sentiment are It’s really picking up overall, and looking at the acceptance of these popular stocks, it’s far from the time when there are problems with the acceptance. I think these tickets... can still be accepted.”
"In the short-term violent rebound trend, the third board is a hurdle."
"Relatively speaking, with the market's hype and trend-following sentiments recovering, concept stocks that are on the verge of being low and oversold at this time should be more cost-effective, right?"
"Well, relying on the line of 'big infrastructure', the marginal low-level oversold small-cap concept stocks do have a lot of hype opportunities, and you can give it a try."
"There are already funds testing this aspect. The logical line of 'low-level compensation', combined with the main line of 'big infrastructure', is rapidly absorbing the active capital groups in the market, and the market is also rising rapidly."
"Oh my god, isn't it too fast?"
"There are a lot of smart funds in the market, and there will definitely be funds following up on the branch lines with high gaming cost-effectiveness!"
"In fact, relying on the two lines of 'military industry' and 'Internet finance', it is also possible, right? Even though the hype expectations and potential news of these two lines are not as strong as the main line of 'infrastructure', this line is in the large-scale position building of General Su's 'Wealth Road' Under the current situation, popularity and emotions have also been played out, and these two lines are also considered to be oversold sectors before the holiday, with strong rebound potential. "
"The 'military industry' sector is considered to be oversold, but 'Internet finance' has always been quite hot."
"According to historical trends, every time the market hype of 'military industry' is hyped, the continuity is not good. As for 'Internet finance'... several strong core stocks have already come out. At this time, there is no other choice except to chase high and take over. Relatively speaking, it is still relying on the 'big infrastructure' line to speculate on low-end marginal concept small-cap stocks. The risk should be lower, right? "
"Overall, the continuity of the 'military industry' market is not very good, but there are a few checks, and the stock is quite active. "
"Hongdu Aviation is good , that is, the intraday position is not low now, and it is about to reach the daily limit. "
"The 'China Airlines' system and the 'Aviation Engine' system are also worth paying attention to, right? I feel that the main direction of 'military industry' is still along the line of 'domestic large aircraft'. At the same time, these two series of stocks can also have a strong correlation with the general direction of 'state-owned enterprise reform'. "
"In fact, if you don't have to chase the leader, there are still many opportunities to do in the market at this moment."
"More than a lot, I feel that there are cheap chips everywhere!"
"If the expected mid-term rebound high of the Shanghai Composite Index can break the previous round of highs and open up more than 2,500 points, then you can really buy it with your eyes closed at this moment."
"2,500 points? I think it can break!"
"The Shanghai Composite Index stood firm at 2,200 points, which shows that 4, In the market in May, the market broke through the big box effectively. That is to say, although the market fell badly before the holiday, in fact, the macro trend is still in a continuous breakthrough trend, and it is still in a bullish development trend with gradually rising support points. As long as this trend is not broken, the support points of the Shanghai Composite Index will rise little by little. I believe that in the second half of this year, the Shanghai Composite Index will definitely break through 2,500 points. "
"I also feel that the market low point center has been rising since the beginning of the year when the market started again from 2,000 points. "
"In general, at this time, the trading strategy can be a little more aggressive. "
"Hehe, it must be aggressive. General Manager Su's "Road to Wealth" has been publicly unveiled on the Dragon and Tiger List. Billions of billions of dollars have been publicly swept up. I really don't know what he is hesitant and afraid of? ”
“I agree. Anyway, I invested all my 12 million yuan in the first 10 minutes of the morning trading. At present, the floating profit is almost 400,000 or 500,000 yuan. I hope that under the guidance and leadership of General Manager Su, the market will really have a wave of sustained rebound in the second half of the year, which will allow me to raise my funds to the level of 30 million yuan. ”
“Fuck, are you all so violent? Invest 10 million yuan in funds!”
“What else? General Manager Su is not afraid of billions of funds, so I naturally don’t mind following General Manager Su’s seat and betting on the future market together.”
“Damn, I just said that ‘Hongdu Aviation’ has reached its daily limit.”
“Don’t hesitate. According to the current market sentiment, the ‘Fortune Road Holding Concept’ sector will collectively reach its daily limit today, and there is almost no suspense.”
“What a grand occasion, it is simply a rare grand occasion.”
“It should have been a long time since our A-shares have seen a concept sector reach its daily limit, right? ”
“It’s been nearly a year since such a grand occasion. I still remember the last time the market concept sectors collectively hit the daily limit was when the macroeconomic planning guidelines of the ‘Shanghai Free Trade Zone’ were introduced last year.”
“Awesome! President Su is really a person who supports an entire market sector. The influence of the ‘Fortune Road’ seat is comparable to the major positive stimulus effect of the national macroeconomic planning.”
“Nothing to say, buy, buy, buy…”
“Full position long, full position long, I have a feeling that the best time to make money in the second half of the year has arrived! ”
When the news in the group was updated rapidly and the market trading time was constantly moving forward, various hot money groups increased their positions and invested in the market.
At 10:37, the Shanghai Composite Index further refreshed the intraday high and broke through the 2270 point mark.
Immediately afterwards, at 10:40, the "real estate" sector, which led the two markets, rose by more than 4%. Under the crazy attack of the main buying market of more than 100,000 lots, Gemdale Group directly aimed at the daily limit.
At 10:42, the share price of Gemdale Group rose rapidly and hit the daily limit price.
At 10:44, the share price of Gemdale Group increased wildly near the daily limit price, and after rapid fluctuations, it was directly blocked by a huge order of 250,000 lots.
At 10:45, after Gemdale Group sealed its daily limit, the corresponding real estate heavyweight stocks Poly Real Estate and Kewan Real Estate also experienced a rapid increase in volume. The share prices of the two heavyweight stocks hit a maximum increase of 8.5%. , and then fell back briefly.
At 10:47, a number of component stocks in the 'Shanghai Free Trade Zone' concept sector were attacked by major funds. Shanghai Steel Union, Shanghai Hong Kong Group, Pudong Jinqiao, Shibei High-tech, Beixin Road and Bridge, Shanghai Sanmao ...etc., a number of stocks rose rapidly, among which Shanghai Steel Union once again closed the market in a straight line.
At 10:52, when the entire market was booming and continued to break upward, and the Shanghai Stock Exchange, Shenzhen Stock Exchange Index, and ChiNext Index all rose by more than 1.5%, as the market attracted the most attention, and hot money and retail investors from all parties The 'Fortune Road Holdings Concept' sector, which followed the trend the most fiercely, saw an increase of 9.76%, that is, the entire concept sector, 14 constituent stocks collectively hit the daily limit.
At 11:02, the average increase in various industry sectors and concept sectors in the entire "big infrastructure" field exceeded 3%, and the total net inflow of the main funds flowing to this main line reached 2 billion again.
At 11:09, as the main line of the "big infrastructure" field continued to rise, the market hot spot, which took over the "low rebound" of some active funds in the market, also began to explode in full force. Many marginal small-cap concept stocks made up for the gains, and some of them even More than 5 small-cap concept stocks have reached their daily limit.
At 11:15, the market's money-making effect spilled over to the always weak 'consumption', 'medicine', 'traditional finance', 'nonferrous metals', 'coal' and other low-expected main line sectors, and related heavyweight stocks, such as Shenhua Coal Industry, Tianqi Lithium Industry, Huaguo Petroleum, Huaguo Petrochemical, as well as several major state-owned banks, core securities firms, white goods, liquor and other stocks have also risen to varying degrees.
At 11:22, with low stocks and weak main lines making up for their gains, the two cities once again formed an obvious general rise pattern.
At 11:26, the A50 index surged by more than 2.5%. Among them, super-large-cap stocks with a market value of trillions, Huaguo Petroleum and China Commercial Bank also rose by more than 1%. In the last few minutes before the lunch break, there was Signs of a rapid move higher on relatively heavy volume.
Finally, when 11:30 arrived, the two markets stopped trading.
The Shanghai Index was set at 2272.31, an increase of 2.02%, while the Shenzhen Index and ChiNext Index rose by 1.89% and 1.73% respectively. At the same time, compared with the trading volume of the same period yesterday, the two cities showed a slight shrinkage. Overall, Said...Both the performance of quantity, energy and trend are very healthy.
"Throughout the morning, more than 30 stocks with non-linear daily limits in the two cities naturally changed hands. Compared with the entire Asia-Pacific stock market, and even the entire global peripheral trend, this hot scene is really outstanding. It is a world of ice and fire. It is really Make people dream of returning to the bull market!”
After the market closed at noon, looking at the extremely hot market performance, Yuhang, at 11:35 inside the Anzhao Fund Company, the 'Selected Mixed No. 1' product trading center, Zhou Hui, the trading team leader and assistant to the fund manager, couldn't help but Feeling: "Fortunately, we reacted quickly and bought back some positions after realizing something was wrong yesterday. Otherwise, this violent rebound from bottoming out would have been completely empty."
"But in general... we were washed away." Next to Zhou Hui, Qin Qiuyue, the fund manager and company president, couldn't help but sigh, and then said, "The funds of the 'Yu Hang Group' have a trading technique , It’s really unexpected, as quiet as a virgin and as active as a rabbit, that’s right.”
Although they saw that the trend was not right yesterday, they recovered some positions that had been forced to stop losses.
However, the amount of purchases was still only a small amount compared to what they had no choice but to stop losses after the holiday. This directly led to the fact that they were liquidated at low levels. It also caused the fund's net value to seriously underperform the market index during this period, resulting in In terms of trading strategy, one wrong step leads to a situation where every step is wrong.
"Really cruel!" Zhou Hui nodded and commented.
Qin Qiuyue pondered for a moment and said: "I feel more and more now that the main capital we found in the 'military industry' line is the main capital of the 'Yu Hang Department', and... I always feel that the 'Yu Hang Department' The holdings of aviation funds in the 'military industry' line are far more than what is disclosed on the Dragon Tiger List."
"Our previous logic and motivation for building a position should be correct..."
"It's just that the market was so bad that we couldn't withstand the aggressive selling by major funds and were frightened out. But looking back now... I think there's still a lot to be done in the direction of 'military industry', at least in the 'Yuhang system'" 'The layout of this main force in this direction is definitely not as simple as it seems on the current market."
"Now the 'military industry' line is already much higher than our previous large-scale stop loss position." Zhou Hui said, "If Mr. Qin feels that we should chase higher to get back the chips, I'm afraid it will be even more serious. Our holding costs are under pressure, and at the same time... there is also great uncertainty.”
No one knows how sustainable this relatively violent and rapid rebound will be.
Counting from yesterday's lowest point to today's noon closing, the Shanghai stock index's rapid rebound has exceeded the 100-point range, and it will immediately reach the 2,300-point mark. According to Zhou Hui's idea, she feels that short-term speculation in the market is When profits have accumulated rapidly to a certain extent, it is not easy to break through.
If the index is blocked at 2300 points, the short-term profit taking in the market will be massive.
Then the index will probably have to continue to fall back to confirm the support effect of 2200 points.
In this case, if they continue to increase their positions in this position and further increase their positions in the "military industry" sector, which is not the real core of the market, then they will encounter a holding dilemma and even repeat the path of repeated stop-loss operations in the early stage. In general, they do not have the advantage of holding costs. Whether they chase positions or not, they cannot take the initiative in trading strategies.