Chapter 706 The Increasing Market Risk Appetite!

In addition to the active hot money seats and the once again skyrocketing financing balance.

According to the Dragon and Tiger List trading data disclosed by the two cities, the trading situation of the main institutional funds group still shows a trend of large net buying.

Especially the stocks of Western Securities, Oriental Fortune, and China Investment Capital on the list.

The net buying amount of institutional seats is more than 100 million.

Of course, in addition to the weighted stocks, the hot core stocks in the two cities today released a turnover of tens of millions, and the check "Huake Shuguang", which has set a record for the listing of new stocks, also showed signs of a large increase in institutional seats today.

According to the Dragon and Tiger List data disclosed by this check.

Since the last time an institution rushed to increase its position, another institution increased its position and rushed to buy 9.7 million chips at the absolute high of 15 consecutive boards of this check.

Although this number of chips is compared with the tens of millions of institutional purchases of other weighted stocks.

It is a little inconspicuous.

However, the total transaction volume of the check "Huake Shuguang" today is only about 12 million.

In this comparison, the amount of buying by a single institution accounts for about 80% of the total trading volume for the whole day, which is eye-catching.

In addition to the check of ‘Huake Shuguang’.

Among the nearly 10 stocks on the list in the field of new stocks.

There are also traces of institutional seats buying on the Dragon and Tiger List seats disclosed by three other new stocks.

As for the check of ‘Lanshi Heavy Equipment’, which is also highly concerned by investors in the market, although there are no traces of institutional seats buying on its disclosed seats, it can be clearly seen that the ‘Chengdu Gang’ funds that previously traded on this stock did not sell the stock the next day to lock in profits like the last time, but continued to increase their positions.

This shows that there are a large number of hot money big players and main institutional groups active in the market.

The attitude towards the trend of the market is obviously becoming more and more optimistic, and the risk preference and risk tolerance in trading are also getting higher and higher. Otherwise, there will be no situation where the main institutional funds seats increase their positions and rush to buy hot concept stocks and new stocks.

Faced with the Dragon and Tiger List situation disclosed by the two markets.

A group of retail investors gathered on major stock discussion platforms across the Internet were also quite excited.

"The Dragon and Tiger List data of the check "Huake Shuguang" is really outrageous. It has been 15 consecutive daily limit boards, and institutions are still increasing their positions at this position!"

"It's really outrageous. How optimistic are the main funds about this stock?"

"I feel that the number of consecutive daily limit boards of the check "Huake Shuguang" must exceed the previous record of consecutive daily limit boards set by "Lanshi Heavy Equipment".

"It's simply a monster stock!"

"It's originally a big monster stock, the highest number of consecutive daily limit new stocks in history. It is estimated that this check will not be able to open the board tomorrow."

"The transaction volume is only more than 10 million. According to the current market popularity of this stock, it must explode to more than 100 million before it can be officially opened."

"Hey, I have been hanging the order for 4 days, but I still can't buy it."

" During the daily call auction, large orders are placed directly to block the daily limit. We retail investors do not have the channel advantage of trading seats like the main funds, so how can we buy it? "

"Even if it is the main funds, it is impossible to buy it without the channel advantage."

"That's right, otherwise there would not be a situation today where the purchase volume of an institution accounts for 80% of the total daily transaction volume."

"I heard that the VIP channel of this trading seat costs tens of millions of channel fees a year. Is it true?"

"It must be true. Do you still need to doubt it?"

"It's so expensive, it's outrageous!"

"Why is it expensive? The main funds have this channel advantage. If they hit the daily limit, they can make it back in one or two days."

"That's right, just like 'Huake Shuguang' Up to now, the funds bought into this check, or the chips sold after winning the lottery, have basically been eaten up by the institutional seats with channel advantages. Other funds have not even had a sip of soup. For example, since the first short-term increase in volume of this check, the institutional seats have bought it in large quantities, and now it has been four consecutive daily limits, right? With these four daily limits, how much do you think the main funds have earned? "

"Fuck... This is not fair at all!"

"It's not fair in the first place, but don't complain. If you have tens of millions or hundreds of millions of funds, wouldn't the brokerage companies have to beg you? "

"Hey, no matter what, the check of "Huake Shuguang" must have become a monster. "

"It's not just the check of "Huake Shuguang", there are many on the list today Hot stocks and weighted stocks are all worth noting. They all have the potential to become monsters!"

"Zhang Mengzhu has added the "Huatou Capital" check, and the main purchase volume is more than 80 million, which is really amazing!"

"Zhang Mengzhu is attacking on two fronts, right? Western Securities and Huatou Capital are both Zhang Mengzhu's heavily-held stocks."

"Yes, at present, Zhang Mengzhu should have at least 500 million funds in these two stocks, right?"

"How optimistic is Zhang Mengzhu about the securities sector? How much does he love the securities sector?"

"Hehe, don't mention it, Zhang Mengzhu has always loved the securities sector. His famous move was when he used a huge amount of funds to block Huaxin Securities during the stock market crash in 2008?"

"It's not just Leader Zhang. Didn't you find that the big guys are currently very fond of the two major sectors of 'Securities' and 'Internet Finance'? Look at today's Dragon and Tiger List data of the stock 'Hengsheng Electronics'. In general The leader's 'Jiefang South Road' has also increased its position in this stock. "

"Based on the data from the two cities' dragon and tiger rankings in the past two days, the current core stocks of the chief rudder should be Oriental Fortune and Hengsheng Electronics, right?"

"Don't tell me, it's really interesting. Zhang, the leader, focuses on securities, and the chief rudder focuses on Internet finance."

"In addition to these two big guys, Mr. Su's 'Yuhang Department' funds should also be heavily invested in the securities and Internet financial sectors."

"There is also the old leader 'Shanghai Steel Federation'. Today, the two major seats of 'Siji Road' and 'Shaoxing Branch' continue to jointly make checks for the 'Shanghai Steel Federation'."

"There is also a check for 'Blue Stone Heavy Equipment', and the 'Rongcheng Gang' has also continued to increase its positions."

"'Yitian Road' also focuses on the 'Jinzheng Shares' check."

"'Rongchao Business Center' took over the 'Chengfei Integration' check, 'Yanjing Outdoor Street' took over the 'Shanghai Sanmao' check, 'Hongqiao Road' took over the 'China Airlines Heavy Machinery'... Today's hot money It’s really active. There are many familiar seats on the list of dragons and tigers in the two cities.”

"The same goes for institutional seats. Many of them are linked."

"It's a pity that Mr. Su's 'Road to Wealth' did not appear today."

“Although Mr. Su’s ‘Wealth Road’ does not appear on the buy list, it does not appear on the sell list either. It should be predicted that Mr. Su’s ‘Yu Hang System’ will be locked up today.”

"No need to worry, Mr. Su's 'Yuhang Department' funds must have been locked up."

"According to the disclosed data on the dragon and tiger rankings of the two cities, basically, 'Huake Sugon, Bluestone Heavy Equipment, Western Securities, Huazhong Capital, Flush, Oriental Fortune, Hengsheng Electronics, Jinzheng Shares, Shanghai Steel Union, Shanghai Stock Exchange Sanmao, China Airlines Heavy Machinery...'These dozen checks are the core leading stocks with monster stock factors in the current market, right?"

"That's basically it."

"Through the analysis of these core leading stocks and the analysis of the main funds gathered on these leading stocks, there are currently three core main lines in the market, one is the main line of 'big finance' focusing on securities and Internet finance, and the other is the 'Shanghai Free Trade Zone' The main lines are infrastructure and military industry, and there is also a main line of 'sub-new stocks'."

"The core plot, that's pretty much it."

"Actually, the 'technological growth' line is going really well today. LeTV is almost hitting its daily limit."

"Yes, especially the line of 'film and television media' is really strong. Although there are not many stocks on the list within this sector, in terms of closing results, this sector has exceeded the daily limit of 10 stocks today. It counts. This is a rare rising trend.”

"Especially the line of celebrity stock ownership and stock participation, right?"

"The growth of this line is mainly due to the box office trend of the movie market in the second half of the year, which has reached new highs, right?"

"I feel that the domestic film market, with strong subsidies and policy support, will indeed have a relatively large development, and related industry chain companies should also benefit significantly."

"It's a pity that the positions and valuations of LeTV, Huayi Brothers, and Enlight Media are not low."

“Although the current position of these stocks is not low, compared with the ‘Internet Finance’ sector that continues to surge, they are still obviously cost-effective.”

"The check of 'Huake Dawn' should be regarded as a concept stock on the main line of 'technological growth', right?"

"Of course..."

"If we use the check of 'Huake Dawn' as an analogy to the check of 'Blue Stone Heavy Equipment', based on the previous hype of 'Blue Stone Heavy Equipment', regarding the influence of the 'military industry' and 'nuclear power' sectors, we say , can the check of 'Huake Suguang' be carried along with the entire 'technological growth' main line, like the previous 'military industry' sector? "

"The current market investment environment is so good and the sentiment is so hot, it is entirely possible."

"Hey, you can indeed follow this logic and ambush in advance, but it's a pity... I have already invested all my positions in securities stocks, and I have no remaining positions."

"It's easy to handle if you don't have any remaining positions. You can just use leverage."

"I also want to use leverage, but the amount of funds is not enough for securities companies to meet the financing threshold. After all, in the current market, investors with funds of more than 500,000 are still a minority, right?"

"Who said there was financing on the market? Aren't there a lot of financing companies off the market now?"

"Are there many? Can anyone recommend a reliable one?"

"There are risks in allocating funds. I think it's better to be cautious."

"The market is in an all-out bull market. How much risk can there be? If we don't hurry up to increase the size of our funds and make more money at this time, we will miss it and regret it."

"Yeah, it's been 6 years. We've finally waited for a full-scale bull market. Why don't we seize the opportunity?"

At the time of intense review discussions among retail investor groups across the Internet.

The securities companies, over-the-counter capital allocation companies and other institutions mentioned by everyone offline are also busy. Regardless of whether it is regular business hours or not, investors are constantly coming to the door, wanting to increase financing business and expand their capital volume.

In other words, when the market is in full swing and the overall money-making effect is getting stronger and stronger.

Many previously dormant private capitals have also begun to become active. Suddenly, countless OTC financing institutions have sprung up in the market like mushrooms after a rain.

And with the rapid increase of these financing institutions and the rapid increase of the balance of securities companies' proprietary financing.

It can be clearly seen that the market's investment risk preference and leverage ratio are also in a state of rapid growth.

Of course, under the macro situation where the overall market fundamentals, trading environment and liquidity are still continuing to improve, these rapidly increasing leverage ratios, for now, have little impact on the overall market trend and the possible systemic risks.

After all, the current overall market valuation.

Whether analyzed from an investment perspective or a speculative perspective, there is not much water and bubbles, and there is no so-called systemic risk.

The goal of the regulatory authorities at this time.

What is considered is not market risk, but how to continue to heat up the market and stimulate more market activity.

Then use the active and hot capital market to complete the country's major strategic goals in the macro economy and promote the further healthy and rapid development of the macro economy.

Just as this market sentiment continues to ferment.

The majority of investors have a higher and higher risk awareness preference for market investment.

In the evening, the regulatory authorities continued to release good news to the market. At the same time, many major shareholders of companies with speculative purposes, seeing that the market has indeed entered the bull market stage with a high probability, the company's stock price and market value are likely to take advantage of the bull market, and they have also made corresponding increases in holdings at this relatively low position, relatively reasonable valuation, or undervalued position.

Similarly, shareholders of major listed companies have various thoughts.

Either release the company's operating benefits, or take out real money to increase holdings of stocks and maintain the company's market value.

Late at night, the external market continued to open high, and the hot trading situation was not much different from the A-share market, and the US stock market continued to rise sharply, and it was only one step away from its historical high.

In this situation of internal benefits and external stimulation.

The next day, November 14, Friday.

The market has not officially opened yet, and the bullish sentiment before the market is already hot.

Moreover, the number of novice investors pouring into the discussion areas of major stock discussion platforms and trading platforms is obviously increasing.

There are also offline brokerage companies and various formal and informal financing companies.

Its related business departments are already busy early in the morning, and various off-site capital groups are waiting to pour into the market to make profits.