Chapter 696: Counterattack Under Favorable Impact (Part 2)!

At 9:40, as the long sentiment of the entire market continued to improve, the Shanghai Composite Index rebounded, and the overall rebound of individual stocks in the market became increasingly obvious, the securities and Internet finance sectors of the "big finance" main line, after the previous popular main lines such as "infrastructure" and "military industry" siphoned the first wave of active capital flows, also began to gradually exert their strength, further bringing volume upward, and continued to impact new highs.

At 9:41, "Tonghuashun", the core leading stock of the Internet finance sector, rose by more than 5% during the day, once again setting a new high for the year and a new historical high for the stock price.

At 9:42, "Dongfang Fortune", the core weight stock of the ChiNext Index, also rose rapidly by more than 3% during the day, and its stock price also set a new high for the year and a new historical high, and it firmly stood in the position of the first weight of the ChiNext Index in terms of market value, and the gap in market value with "LeTV" and "Netspeed Technology" behind it began to widen.

At 9:43, the Internet finance sector index rose by 2.35%, squeezing into the top five concept sectors of the two markets.

At 9:44, the share price of ‘Western Securities’, the recent hype leader in the securities sector, continued to hit a new high in this round of rebound, and continued to create a new hype height space for the securities sector.

At 9:45, only 15 minutes after the opening, the trading volume of the two cities has approached 160 billion.

At 9:46, the Shanghai Composite Index further hit the 1.5% increase mark, getting closer and closer to the opening position when the market plummeted the day before.

At 9:47, more than 1,700 stocks in the market were in the red.

At 9:48, under the hot bullish sentiment and the fierce attack of the main bullish funds, the group of funds that followed the trend and went long began to spread attacks to the fields of ‘technological growth’ and ‘big consumption’.

At 9:49, the ‘film and television media’ sector took the lead in abnormal movement, and the core stock ‘LeTV’ rose straight up.

At 9:50, the share price of LeTV rose by more than two points within one minute, expanding its intraday increase to 3.22%.

At 9:51, under the leadership of LeTV, a number of related concept stocks such as Enlight Media, Huayi Brothers, Huace Film & TV, Ciwen Media, Huaqingbao, Changqu Technology, etc. followed suit and rose, and related concept sectors such as celebrity holdings, mobile games, film production, and new network media also moved.

At 9:52, when the index of the film and television media sector exceeded the intraday increase of 2%, the core industry sectors of the two main areas of "technological growth" - Internet software and Internet applications - also followed suit and moved synchronously, driven by buying funds to quickly break through and fully recover the losses of the previous day's plunge.

At 9:53, the field of "big consumption" also attracted the attention and acceptance of a large number of capital groups.

At 9:54, the automobile sector rose sharply, and its domestic automobile stocks, such as 'Changan Automobile, BYD, Great Wall Motors, Shanghai Automobile Group...' and other stocks, all strengthened.

At 9:55, the liquor and white goods sectors moved abnormally.

At 9:56, the major concept themes of 'Shanghai Free Trade Zone', 'Yangtze River Delta Economic Zone', and 'Pearl River Delta Economic Zone' also moved abnormally across the board. The related concept stocks have ushered in a large number of short-term active capital groups for speculation and scramble. Among them, Shanghai Sanmao and Pudong Jinqiao stocks rose straight by more than 5%.

At 9:57, the Shanghai Composite Index exceeded 1.5% of the increase, fully recovering the previous day's plunge and achieving a comprehensive rebound.

At 9:58, the market's intraday volume further expanded, and the turnover of the two markets has crossed the 230 billion mark.

At 9:59, the Shenzhen Index and the ChiNext Index rose by more than 1.2%.

At 10 o'clock in the morning, just after the two markets had opened for half an hour, the stock of 'Tong Hua Shun' once again hit the daily limit and quickly closed the daily limit.

"Fuck, the index rebounded so quickly?"

Just after 10 o'clock in the morning, even the large speculators in the Yuhang main speculator group where Su Yu was located could not help but show surprise and sighed when they saw such a powerful market trend.

"I guessed that the index would rebound with a high probability, but I didn't expect it to be so fast!"

"The market is really too strong!"

"The positive macro news last night was really good, which fully demonstrated the bullish sentiment and confidence in following the market today."

"As soon as the Shanghai Composite Index showed this trend in the past two days, it seemed that the tragic plunge the day before yesterday was really a complete wash."

"It was a wash!"

"You can't say that. The market volume has exceeded 700 billion. At this level of volume, there should be no major funds that can completely guide the market. The market plunge the day before yesterday was mainly due to short-term accumulated profit. Under the pressure of the unwinding of the positions, the market's consistent behavior, and the violent rebound of the market in the past two days, in fact, is also a consistent behavior under the joint action of emotions and news. "

"Yes, in general, as long as the pattern and trend of the 'bull market' are not broken, the incremental funds will continue to flow. "

"The market continued to force shorts for two consecutive weeks, resulting in too many off-site funds that missed the opportunity, so... the rebound was so strong. "

"In addition, after the large-scale selling of short-term profit-taking and unwinding positions, the upward pressure on the index at this stage has been significantly relieved, so the rise is not as difficult as before. "

"Is it also affected by the continuous short squeeze trend in the external market? Depending on the situation, the trend of U.S. stocks has also completely turned."

“The U.S. stock market has been in a ‘bull market’ trend for several years, right?”

"I think the impact of the external market is not the focus. The core is that the trend of our Big A itself has changed. The 'bull market' pattern has been recognized by the vast majority of investor groups inside and outside the market. It is also because of this recognition that the The market’s strong resilience on the upward trend.”

"The main thing is the change in investment confidence..."

"Isn't it a policy-driven shift that then leads to a change in the fundamentals of infrastructure, military industry, finance, consumption and other industries, which leads to an increase in future expectations, and finally usheres in the hype of the capital group, which leads to a change in investment confidence? The core is still Expect changes in this thing.”

"No matter what the root cause of the trend change is, in short, at this time, the entire market is already in the 'bull market' stage. This expectation...is always consistent, right?"

"That's for sure. With more than 700 billion in energy, it's not a bull market, it's a bull market!"

"If the index can regain its lost ground in such a fast time, it means that the obvious continuous short squeeze trend should continue. At this time... the index risk is basically not big. The focus is actually on individual stocks."

"Yes, after the market re-enters the range of radical investment sentiment, it is indeed better to be light on the index and heavy on individual stocks."

"In the half hour since the opening of trading today, the two main lines of 'infrastructure' and 'military industry' have been highlighted, as well as the main lines of concepts related to the 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central and State-owned Enterprises' Individual stocks and concept sectors with strong correlations have rebounded the most strongly and attracted the most funds. This should mean that these early popular main lines have completely adjusted and restarted their upward trend after the extreme decline the day before. "

"It can be said that, haven't you even written the check for the 'Chengfei Integration', which is the most negative thing?"

"The check for 'Chengfei Integration' doesn't feel too bad, right?"

"According to previous expectations, the check reorganization failed. Not to mention falling back to the original point, there should be at least 5 or 6 lower limits to go. Now it has only gone to three lower limits. It must not have fallen through. However, the market sentiment today is very Okay, and it is the two main lines of 'infrastructure' and 'military industry', as well as a number of popular concept themes in the early stage, and the market liquidity is relatively abundant. It is reasonable for this check to be bought by a large number of short-term funds today. It's just a matter of... I don't dare to follow this position."

"The two main lines of 'infrastructure' and 'military industry', although they have attracted a lot of funds today, are also going the strongest. There are signs of taking over the previous main line of 'big finance' and rotating the core main line market, but I feel... the market's The core market situation still revolves around the main line of 'big finance'!"

"I agree. I also feel that the main lines of 'infrastructure' and 'military industry' in this position are not as stable as the main lines of 'big finance'. At least in terms of follow-up expectations, they should be a bit worse."

"The market is strong. No matter which core line you follow, you should be able to get meat."

"That's true. As long as it's the core main line, it's rising quite sharply today."

"1,700 stocks are going up, buy whatever you want."

"The elasticity of leading stocks should be higher, right?"

"There should be nothing wrong in continuing to do the 'flush'. Since this check has reached a new high, there will be no upward pressure in the future."

"Flush, Oriental Fortune, Western Securities, Hengsheng Electronics...these tickets should not be bad."

"Does anyone follow the check of 'China Railway' that the 'Yuhang Group' focused on buying yesterday? Do you think this check... can become a leading stock with a core weight like 'China Metallurgical' in the early stage?"

"As long as the two core lines of 'infrastructure' and 'military industry' restart the upward trend this time, I don't think there is a big problem."

"Since the Shanghai Stock Exchange Index broke through 3,000 points from 2,900 points, the market development of the two main lines of 'infrastructure' and 'military industry' has actually lagged behind the performance of the broader market, right? According to the favorable macroeconomic policies, these two core main lines have The future expectations of the market are actually continuing to increase. In this case...then these two main lines should have a comprehensive demand to make up for the increase after the downward adjustment is over.

I think that in the near future, before the two main lines of "infrastructure" and "military industry" have completed their supplementary increases.

Its market trend and disk performance are definitely stronger than the core main line of 'big finance'.

Moreover, I think this is also the fundamental reason why Mr. Su's "Yu Hang" funds have replenished these two core mainline chips on a large scale after reducing their positions previously.

At present, I just don’t know how much chips Mr. Su’s ‘Yuhang Department’ has regained in the two main fields of ‘infrastructure’ and ‘military industry’? "

"The bargaining chips that the 'Yu Hang Group' will replenish are definitely not limited to the 'China Railway' check."

"It's natural, but I don't know exactly how many there are!"

"I feel like Mr. Su's 'Yu Hang Group' must have replenished a lot of chips in the fields of 'infrastructure' and 'military industry' on a large scale when the market plummeted the day before yesterday, right?"

"President Su's 'Yu Hang System' was definitely the largest bullish force in the market when the market plummeted the day before yesterday."

"No matter how much chips Mr. Su's 'Yuhang system' funds have replenished, the only thing that can be confirmed is... the trend and market of the two core main lines of 'infrastructure' and 'military industry' have obviously not been completed, and we only need to know this, which is actually enough. Follow the main capital flow and buy the stocks that are strongly followed by the main capital flow."

"Yes, in fact, there is no need to analyze so much..."

"As long as the market trend is continuously upward, and the main line market outlook and the follow-up effect of the main capital group are still continuing to strengthen, then there is no need to consider the position, stock For these things, just one word, 'buy'. "

"Remember, this is a bull market, a bull market..."

"Also, remember, this is just the starting point of the bull market. Judging from the future position of the Shanghai Composite Index of 4,000 points, all the chips in the market are actually cheap."

"Haha, that's right, so, holding on to the green mountains and not letting go is the most appropriate trading strategy at this time."

"This is to make the short-term long!"

"Of course, haven't you heard a saying? In a bear market, you should stop when you are ahead, and in a bull market, you should firmly hold on to your stocks. Anyway, I plan to hold on to 'Tonghuashun 'I won't let go of this stock."

"Okay, this time, I'll also try to hold a large position in the stock."

"Yes, if you ask me... I still have to learn from Mr. Su. Don't you see that Mr. Su only does medium and long-term transactions now, not short-term transactions?"

"That's different. Mr. Su is in charge of a fund of hundreds of billions of yuan. With this level of funds, you want to try short-term transactions?"

"If you want to do short-term transactions with this amount of funds, how much market liquidity will be needed?"

"Anyway, it is definitely unrealistic in A-shares. Looking around the world, only the foreign exchange market can do short-term transactions with funds of this size. ”

“Foreign exchange market, it is impossible to use hundreds of billions of funds to do short-term trading.”

“In short, at this time… since the market has confirmed that it has entered the ‘bull market’ stage, it is time to pay attention to the pattern! ”

“Yes, pattern!”

“There must be a ‘bull market’ pattern.”

In the extremely hot discussion of large investors in the group, accompanied by the rapid update of messages in the group…

The market trading time has unknowingly slid to around 10:30, and when the market trading time exceeds one hour after the opening.

The trading situation of the two cities began to stabilize significantly.

Whether it is the intraday volume, the index increase, or even the trend of the core sector index of each main line, they no longer continue to advance, but begin to fluctuate sideways near the intraday high point, and further accumulate momentum.

While the index, volume, and main line sectors fluctuate sideways.

In terms of the market’s popular stocks and core leading stocks, they are indeed performing one after another.

At 10:36, following ‘China Airlines Heavy Machinery’, two related concept stocks ‘Aerospace Development and Hongdu Aviation’ launched an attack on the daily limit and quickly closed the daily limit.

At 10:42, the check ‘Lanshi Heavy Equipment’ also hit the daily limit, not only fully reversed the previous day’s daily limit, but also achieved two consecutive daily limits.

At 10:53, the check ‘Chengfei Integration’ rose straight to the daily limit, with an intraday amplitude of more than 10 points.

At 10:58, ‘Huaguo Zhongtie’, a newly added weighted stock of the ‘Yuhang system’, rose by 7% in the day, showing a trend of hitting the daily limit.

At 11:06, ‘Shanghai Sanmao, Pudong Construction, Shanghai Construction Engineering...’ and other stocks hit the daily limit, and the intraday increase of the ‘Shanghai Free Trade Zone’ sector index further rose to break through the intraday increase of 2.5%.

At 11:17, after a short period of volume increase in the morning, the market of ‘Huake Shuguang’ continued to shrink and continued to rise to the daily limit, forming the 14th daily limit since its listing, and is about to surpass the 15-day record set by ‘Lanshi Heavy Equipment’ when it was listed.

At 11:22, the two old leading stocks of the ‘infrastructure’ main line, ‘Beijiang Jiaojian and Shibei Hi-Tech’, hit the daily limit.

At 11:28, before the midday closing, the increase of ‘LeTV.com’ once again rose straight and crossed the 5% mark.

Finally, when 11:30 arrived, the two markets ushered in the moment of midday closing.

The Shanghai Composite Index was set at a daily increase of 1.61%, while the Shenzhen Composite Index and the ChiNext Index rose by 1.29% and 1.37% respectively. Although the increase of the two major indexes lagged behind the Shanghai Composite Index, the overall market rise was still quite obvious.

In addition to the index performance,

In terms of volume, the half-day turnover of the two markets also reached above the 400 billion mark.

As for the performance of the major core main lines, a number of related industry sectors in the main fields of "infrastructure" and "military industry" are at the top of the industry sector growth list of the two markets, followed by the securities sector in the main field of "big finance", and the film and television media, Internet software, and Internet application industry sectors in the main field of "technological growth".

In terms of the performance of the main lines of major concept themes, the "Eurasian Economic Belt", "New Era Road, Maritime Silk Road", and "Central Enterprises and State-owned Enterprises Reform and Restructuring" were also directly affected by the positive impact of last night. The concept sectors such as "military industry", "Internet finance", "Shanghai Free Trade Zone", "mobile games", "Internet new media", and "celebrity equity holdings" ranked behind.

Of course, in terms of individual stock performance.

Whether it is the recent hot stocks or the leading stocks of the previous core main lines, they are basically blooming in all aspects.

Active capital groups from all parties and short-term speculation capital groups are extremely active in following up and undertaking. The money-making effect of the market has also returned to an absolutely hot atmosphere.

Facing the money-making effect of such a hot market.

Especially when we see that the Shanghai Stock Index has so easily achieved a full reversal of the huge negative line of the previous day, bringing the index point back to the 5-day line, and once again showing the impact on the 3300 point mark ahead.

Both inside and outside the market, tens of millions or hundreds of millions of retail investors, as well as large hot money investors and even major institutional groups, are all somewhat shocked.

Of course, after being shocked...

Everyone is becoming more and more determined about the ‘bull market’ pattern of the entire market.

At the same time, those short-term profit-taking and arbitrage funds that were used to reduce their positions through large-scale selling the day before, looking at such an exciting market trend, secretly regretted it in their hearts, and once again wanted to rush into the market and get it back quickly. The desire to lose chips, and many investors have already taken action in the market trend in the morning.

And those who were originally in the market's plunge the day before yesterday and the market's rebound yesterday.

There are a large number of investors who are hesitant and don't know whether to pursue it.

At this moment, I also felt some regret. The desire to radically grab funds in my heart was stronger than that of the previous investors who had reduced their positions and cleared their positions.

As for those potential investor groups who have not paid much attention to the market before.

At this moment, they were also obviously attracted by the money-making effect of the market, and they all turned their attention to the vigorous A-share market.

All in all, at a time when the market is experiencing a strong counter-attack and a comprehensive counterattack, the market's potential bull power and potential incremental capital group power are still increasing crazily and constantly pouring into the market.

Moreover, in addition to the natural spread and fermentation of emotions due to changes in the market itself.

On major online stock discussion platforms and major financial media websites, a large number of institutional analysts, investment consultants, financial influencers, stock commentators, and various Internet stock gods are also sparing no effort when the index is fully reversed. Singing bullish sentiments and being more aggressively bullish on the market further confuses and even incites the sentiments of the majority of retail investors.

There are also various off-site investment consulting companies and various nominal investment companies.

At this moment, they also saw the opportunities to make money in the hot market, and started to open up "over-the-counter financing" business to provide access to the market for small retail investors who have limited funds and do not have the ability to open financing accounts with formal securities firms. Leveraged funds for stock trading.

Under this series of emotional reactions and changes in various favorable factors.

Even during the lunch break, there was no obvious positive or negative stimulus in terms of macro news, and the entire market news was calm.

However, when 1 p.m. arrives.

After a brief pause of one and a half hours, the two cities once again ushered in continuous bidding transactions.

I saw that no matter the index, major popular main lines, and related industry sectors and concept sectors, they all ushered in a new wave of rapid rise.

And in this short period of promotion.

The time-sharing capacity of the two cities has been expanded again.

Countless short-selling fund groups on the sidelines, as well as potential long-term fund groups, quickly poured into the market and began to raise high-quality stocks almost indiscriminately.

"Boss, with such a market trend and such a ferocious capital acceptance effect... 3300 points should be right in front of us, right?"

At 1:05, inside Yuhang and Yuhang Investment Company, in the main fund trading room, I saw the Shanghai Stock Exchange Index breaking through in a flash, breaking through the 1.7% and 1.8% increase marks along the way, and once again refreshing the index point to 3280 points. , and almost all the core main lines of the market exploded. Wang Can stared at the market closely, with an expression of excitement clearly on his face, and said happily: "This market trend is simply too strong, this is the 'bull market' Is it a tyrannical posture? This is my first time to experience it personally.”