Rebirth of the investment era

"1.13 billion!" Li Meng replied, "The position lines of both funds have now reached above the 80% level."

Su Yu nodded slightly and continued to ask: "How much total available funds are there from the two funds?"

"There are still 2.143 billion available funds." Li Meng replied, "If we continue to pull up the market and support it until the afternoon close, there will be no problem."

Currently, the daily trading volume of the entire market has shrunk to the range of 50 billion to 70 billion.

In addition, the market is near this position, there are not many free chips, and the market looks very light.

Therefore, even though their main focus is 'Huaguo Construction, Huaguo MCC, Huaguo Communications Construction, Huaguo Railway Construction, Huaguo China Railway, Huaguo Baosteel, Wuhan Iron and Steel Co., Ltd., Conch Cement, China Fortune Land Development, Kumho Group' etc. There are many large-cap stocks, but the capital consumed is not too much.

not to mention……

After so many days of initial position building, they had quite a lot of chips holding these stocks.

As long as the market sentiment and follow-up funds can form positive feedback in the process of pulling the market, they can continue to withdraw funds and maintain the dynamic balance of positions by pulling and selling at the same time.

Therefore, in this case, even at this moment, the two funds are already heavily positions.

Li Meng was not too worried.

"2.143 billion!" Su Yu muttered this number, pondered for a moment, and said, "The market sentiment has been initially stimulated. In the subsequent process of pulling orders, keep the dynamic balance of positions. After all, the direction of the market outlook will depend on the market. No one knows what the outcome will be until we truly emerge from the crisis, so we must keep enough reserve cash to deal with market emergencies to ensure our initiative.”

"Okay!" Li Meng responded.

Immediately, Su Yu's request was told to both groups of traders in the trading room.

As the two main funds of 'Yuhang Investment' stopped unilaterally taking chips, 'Huaguo Construction, Huaguo MCC, Huaguo Communications Construction, Huaguo Railway Construction, Huaguo China Railway, Huaguo Baosteel, and Wuhan Iron and Steel Co., Ltd. , Conch Cement, China Fortune Land Development, Kumho Group' and other core stocks in the "infrastructure" field began to gradually increase their volume as they continued to rise. They all showed a phenomenon of rising and increasing volume, and the trading volume on the market was able to increase rapidly.

Seeing that these stocks have increased in volume, there is an obvious trend of rising volume and price.

In the market, many investors who were still hesitant finally let go of their doubts and began to chase after them.

After all, in everyone's opinion, on a technical level, a large increase in volume at the bottom is a sign of reversal. Even if you don't understand the specific logic for the time being, it is still worth trying to pursue and follow up on this hottest money-making hotspot in the current market.

As more active funds flow in...

When the time advanced to 11:22, a huge amount of funds suddenly bombarded MCC's market head-on. With thunderous momentum, it swept all the buying orders above it and directly pushed the stock price to the daily limit of 1.32 yuan. on the market, and used millions of lots to close the order, directly sealing the daily limit.

"Damn it, 1.02 million orders, sealed at the daily limit!"

Seeing the ultra-low-priced large-cap stocks like China MCC hitting the daily limit for the first time, market investors were shocked.

“For orders of this level, big institutions are rushing in to raise funds, right?”

"Hot money is also possible. The stock price is 1.32 yuan, and a million orders are only 132 million in funds. There are many top hot money in the market with this amount of funds."

"Is this the first super-large-cap stock to hit its daily limit since the whole 'infrastructure' market broke out today?"

"It is indeed the first one. I never thought that MCC would one day become the market leader."

"Today's 'infrastructure' market rose unreasonably, but the explosion was real. In just a moment, the 'construction and decoration' industry sector has increased by more than 5%."

"The position is low enough and the cutting plate is clean, so it can explode so violently!"

"Don't mention it... MCC's price of 1.32 yuan is indeed underestimated."

"It's impossible to rise so sharply just by underestimating it. I tend to think that the market is in the 'infrastructure' aspect. There will definitely be big benefits in the future. The funds that are attacking today are obviously funds from large institutions. I think...these institutional funds must be from the news." Now that I know the news, I dare to pull the trigger like this."

"No matter what the reason is, just follow!"

"Yes, MCC's rising limit represents the riot of large-cap stocks. It is not a scam. It also represents the 'infrastructure' market that broke out today. Under the stimulation of MCC, it will continue to ferment and spread. "

"Sure enough, MCC's daily limit, and other big votes from previous riots, all increased in a straight line!"

"I'll go, Kumho Group feels like it's headed straight for the daily limit!"

"In real estate, Kumho Group went public shortly after its backdoor listing. The chips of the original shareholders and the participating institutions are all locked up. The circulating supply is actually very small. In addition, some time ago, Su from 'Yuhang Investment' The president has just participated in this company’s private placement plan, and now that there is a real estate riot, it is simply unbearable that this check will not increase.”

"Indeed, the actual circulation of Kumho Group is probably only about 400 to 500 million yuan."

"I'll go and put 50,000 orders and more than 16 million yuan in capital, and hit the market price of Kumho Group directly to the daily limit? This market price is really light!"

"Hey, it's already sealed. It's really... my hand speed is too slow."

"China Fortune Land Development's increase has exceeded 7 points, and there is a trend of reaching the daily limit! In the real estate sector, is it going to catch up directly with the 'Architectural Decoration'?"

"The net inflow of large funds in the major sectors of construction decoration, building materials, steel, and real estate is actually expanding!"

“It seems like today is all about ‘infrastructure’!”

"Is this a change in the style of the entire market? The two main concept sectors of 'mobile Internet' and 'smartphone industry chain' in the direction of small and medium-sized board and GEM, as well as many core concept stocks, have been brought up by 'infrastructure' in the entire market. Despite the situation, it didn’t move at all.”

"It feels like a style change, but I don't know if there is continuity. Will the market switch back to the style tomorrow?"

"I can't worry about that much anymore. Let's talk about what's in front of us first!"

"I'm stuck on Changqu Technology and Huaqingbao, and I can't move at all."

"I took the position at the end of January because Mr. Su participated in the huge fixed increase in 'Leixun Precision', and I took more than 20% of it, and I couldn't move for a while."

"It doesn't matter. It's okay if you can't catch up and wait for the market to rotate."

"Yes, anyway, as long as the market continues to rebound, I believe that any sector can be in the round. On the contrary, I think... it is really not a wise move to chase big guys like 'infrastructure' at this time."

Investors in the entire market were strongly shocked by the two large-cap stocks of China Metallurgical Corporation and Kumho Group that rose to the limit. Discussions became more intense about the "infrastructure" sector, which was in full riot, and its leading stocks, and countless active investors , changed their views one after another, sometimes turned long, and even entered the market to chase and grab funds.

Inside Yuhang Investment, the trading room.

Su Yu looked at the millions of orders that suddenly appeared on MCC and the more than 500,000 orders that appeared on Kumho Group. He was shocked in his heart and had a look of surprise on his face.

"The speed of closing the board is really fast." He couldn't help but sigh, "They were all ahead of us!"

In their trading strategy to kick off the entire hype of the 'infrastructure' theme, in addition to using state-owned stocks in the 'infrastructure field' such as 'Beixin Road and Bridge, High-tech Development, Pudong Construction' and other 'infrastructure sector' stocks, they also pulled out the hidden 'state-owned enterprise reform' Big concepts, in addition to attracting hot money in the market to follow the trend and stimulate market speculation, use a certain large-cap blue chip stock as a core breakthrough to open up the space for speculation and bring out the concept of blue-chip "preferred stock pilot" in the "infrastructure field", which is also in their within the operation plan.

Originally, according to the control rhythm set by Su Yu.

He wanted to wait for market sentiment and follow-up buying to decline after the first wave of rapid consumption, and then pull up MCC and Kumho Group, two companies with relatively small real circulation. Core large-cap stocks with relatively light market pressure can stabilize the market and allow the core hype line of 'big infrastructure' to truly achieve a sustained profit-making effect.

did not expect……

Before this reached the point where he expected the market to change within the day, large amounts of money were already rushing in.

"You said that there are many smart people in the market." Li Meng said with a smile, "We can predict, and others will predict. There will be a full-scale riot in the infrastructure field, and the following effects of emotions and funds have already arisen. As the most powerful person in the market, The smart part of the capital cannot fail to see the opportunity, but MCC’s million dollar investment is indeed an exaggeration. Judging from the amount of funds raised, it should be institutional funds in the industry, right?”

"It's hard to say!" Su Yu smiled, "In terms of market speculation, institutions are far less sensitive than hot money. The main line of 'big infrastructure' that we are promoting has fallen too badly before and market expectations are low. , there are no institutions left, and today’s market outbreak is not purely driven by good news. Institutions do not have the first-mover advantage in information. In addition, during the continuous decline of the Shanghai Stock Exchange Index in the past two or three years, all parties have Large institutions have long been frightened by the market. After the market suddenly breaks out, it is not like their style to suddenly pursue high prices, so... from a sensory perspective, most of them are hot money."

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"If it's really hot money, then the courage to seal off MCC is really worthy of recognition." Li Meng praised.

After all, as Su Yu said, the current market is at a relatively cold point of emotion, and the overall money-making effect is not strong. At this time, it is really courageous to dare to block the hot money in large-cap stocks.

And just as Su Yu guessed...

At this moment, in a suburban villa in Yuhang, Zhang Jianping, who is one of the top hot money players in the market, is looking at a series of thousands of orders placed in his account, hanging on MCC's daily limit board, being eaten up by small orders that are constantly being sold by various parties. Entering, he couldn't help but put down the mouse in his hand with a smile, picked up the hot tea on the table, and took a sip.

A few minutes ago, the straight line sealing action of MCC was his handiwork.

Of course, the reason why he did this was that he realized that there was a super main force that was strongly trading on the main line of 'infrastructure'. And based on various market news and even macroeconomic fundamentals, he felt that there was a problem in the direction of 'infrastructure'. There are relatively large speculative opportunities.

So, when this main line really exploded, the market fully took over.

He took action without any hesitation.

And the same moment...

In the Yuhang hot money group where Su Yu belongs, Zhao Qiang, who has always been high-profile, also posted his purchase orders and pending orders in front of the group members. The screenshot he posted showed that he had purchased more than 17 million from Kumho Group. The order placed on Kumho Group is more than 23 million, which proves that Kumho Group's previous decision to close the daily limit was his masterpiece.

“Damn it, Brother Zhao is so brave, you dare to block Jinhu Group!”

"More than 17 million yuan can be used to buy short and buy orders, and more than 20 million yuan can be blocked? Kumho Group's circulating market is too small, right? A market of more than 10 billion, the actual circulating market, is not as good as a small market of more than 2 billion Concept stocks are simply outrageous.”

"Don't think that Kumho Group is a large-cap stock. This stock was listed through the backdoor of Ancai Paper. Based on its market value, it is estimated that it is less than 8% of the actual circulation. Plus... I heard that Kumho Group is a large-cap stock. The internal control of the Lake Group is fiercely contested, and internal shareholders are reluctant to sell their shares. The chips are scarce, and it is easy to close the board, but it is reasonable."

"What's the logic behind Brother Zhao's decision to block the board? Is it the outbreak of infrastructure, the recovery of real estate, or the speculation of Mr. Su's concept stocks?"

"Take a gamble, I feel that today's market is not simple." When asked by everyone, Zhao Qiang responded, "Mr. Su's seat has been missing from the market for several months. Now the Shanghai Stock Index has regained its 2,000 points, and the volume at the bottom has returned. Turn, I feel that Mr. Su's 'road to wealth' is coming back."

"Brother Zhao is saying that today's market situation...may be driven by Mr. Su?"

Zhao Qiang replied: "I have such a feeling, but the specifics have to wait for market verification."

"No way? Isn't Mr. Su's style and circle of competence in the 'mobile Internet' and 'smartphone industry chain' of the small and medium-sized board and the GEM? I feel that it is not like Su to stimulate blue-chip market conditions such as 'infrastructure'." In short, the style of the market before the hype concept, today’s market... looks more like the work of an institution!”

"I also feel that most of the work is done by institutions, but I don't know how sustainable it will be."

"The overall sentiment in the current market is not strong, and there is no direct major positive driver. I am afraid that the 'infrastructure' market that broke out today will not go far."

"It's not just infrastructure that's strong in the market today, right?"

"If you really think that today's rise is purely due to the 'infrastructure recovery' market, you are wrong. In essence, the market is following the concepts of 'state-owned enterprise reform' and 'preferred stocks'!"

"Yes, behind the scenes of infrastructure construction, the concept of 'state-owned enterprise reform' should be the main line."

"Looking at the other stocks closed today, Beixin Road and Bridge, Pudong Construction, High-tech Development, Deep Technology, Bayi Steel... and other stocks are all stocks with a state-owned background and expectations for mixed-ownership reform."

"To be precise, the concept of infrastructure plus state-owned enterprise reform is the strongest line."

"Everyone, let's wait until the market really comes out. The market situation this morning is indeed remarkable, but the explosion of volume in the two markets is a bit too much. I feel that it is difficult to hold up until the afternoon close. Only if it can be strong for a day can we talk about the market situation. Continuity, otherwise everything will be empty, and it will open low tomorrow, and you will have to cut the flesh."

"Yes, yes... we will wait and see after the market closes in the afternoon. It is still too early to say this now."

The messages in the group are continuously being refreshed...

At this moment, the market trading time has reached 11:30.

After half a day of continuous trading, the market, driven by the four core "infrastructure" industry sectors of "building decoration, building materials, steel, and real estate", finally closed higher. The Shanghai Stock Index rose by more than 1.5%, approaching 2100 points. The index rose nearly 1%. Although the ChiNext Index performed relatively weakly, it still closed with an increase of 0.65%.

In addition to the increase in the index.

The turnover of the two cities also continued to increase compared with the previous trading days, and the half-day turnover reached about 38 billion.

As for the concept sector and the performance of individual stocks, the concept sector, which is directly stimulated by the two major policies of 'state-owned enterprise reform' and 'preferred stock pilot', still leads the gains in the two cities. Within this sector, the constituent stocks in the 'infrastructure' field with small-cap state-owned assets background , stocks such as Beixin Road and Bridge, Pudong Construction, Hi-Tech Development, Bayi Steel... were frantically snatched up by funds from all walks of life, and all closed at the daily limit.

After the market closed at noon, we were faced with the extremely distinct main line characteristics of ‘infrastructure’ displayed by the two cities.

Investors from all walks of life, including various institutions, began to dig wildly and discuss various logical supports for the market to choose "infrastructure" as the main breakthrough, as well as all the favorable supports in this regard in the market, in order to understand, And grasp this trend of the market.

And in this atmosphere where everyone is having heated discussions and frantically exploring investment logic.

At around 12:15, when Su Yu finished his meal, he returned to the company's fund trading room and browsed the Internet, various logical reasoning about the outbreak of the 'infrastructure' market in major stock trading forums, and suddenly, everyone unearthed All kinds of benefits.

For a moment, I was quite shocked and didn’t know whether to laugh or cry!