Rebirth of the investment era

Following Su Yu's instructions.

Li Menghe and many traders in the trading room hurriedly responded, and then, within half a minute, hundreds of millions of funds were poured from the hands of traders into the field of 'infrastructure', with two major funds holding key positions. on the market of major target stocks.

And as the funds poured in, it was almost instantaneous.

After the explosion of Huaguo China Railway, the board was sealed again. Hundreds of thousands of orders were displayed on the board's order interface. The scene was quite spectacular; Huaguo Construction, Huaguo Communications Construction, Huaguo Railway Construction, Huaguo Baosteel, A number of core "infrastructure" stocks such as Wuhan Iron and Steel Co., Ltd. and Conch Cement also rose in a straight line, and the buying volume could surge.

And as these core stocks collectively moved up again, the core industry sector indexes of "infrastructure" such as construction and decoration, building materials, steel, and real estate also rebounded instantly, quickly recovering their previous plunge, and leading the Shanghai Stock Index to regain ground. Return to the 2100 point mark.

"Let me go, the strong will always be strong!"

After seeing the index hit a low during the session and then rebound, the 'infrastructure' industry sector recovered all its previous losses in less than 10 minutes. Some investors who were paying attention to the market expressed emotion.

"Yes! In the core industry sector of the entire 'infrastructure' field, big funds are still flowing in. It seems that the main line of the market has really switched to 'infrastructure'."

“If it can’t go down, it’s time to go up.”

"The 'infrastructure' broke out like this today. It seems that it will not be a one-day parade."

"Big funds have decisively returned to China Railway, Huaguo Construction has regained its 8% growth rate, and the net inflow of big funds in the entire 'infrastructure' field is still accelerating. This situation... is obviously the main force of large institutions. There are traces of large-scale position building at the bottom, and this must be followed up!”

"The Shanghai Stock Exchange Index has also regained 2,100 points. It feels like it is really difficult for the market to fall further."

"The market is divided at 28. This is definitely a change in the main line style."

"This is the first time this year that the Shanghai Stock Exchange Index has outnumbered the Small and Medium Enterprises Board and the GEM Board by so many."

“I have repeatedly reviewed the investment logic of ‘infrastructure’ and feel that this field has indeed reached an inflection point.”

"'Chunjiang Plumbing Duck Prophet'! For the entire market, the main players of these large institutions are the 'ducks' of Chunjiang Plumbing. Today, the main players of these large institutions are so powerfully attacking the 'infrastructure' sector and grabbing many large blue-chip stocks. I definitely smelled something.”

"Funding always precedes technology and market news. I believe today's collective riots in 'infrastructure' are anything but unusual."

"Indeed, in the stock market, everything can deceive people, but the traces of capital attacks cannot deceive people. The main players of large institutions are so rioting, and the 'infrastructure' line will definitely not be a small market."

"Hey, it's a pity that I was too timid just now and didn't dare to go!"

"It's too late to follow the trend. Large-cap blue-chip stocks are not small-cap stocks. There is no need to worry about not being able to buy them."

"The leading stocks of the major sectors of 'infrastructure' have now risen by at least 6 or 7 points. It is really difficult to start. Chasing prices in a bear market is a taboo!"

"Although it is taboo to chase high prices in a bear market, it still depends on the volume of individual stocks."

"Scaling the volume to increase is naturally a scam, but the volume at the bottom is rising, and it has set off a sector linkage effect. I think we can follow the trend and give it a try."

"I didn't say anything, I have to follow suit!"

"I'll follow suit. I hope it's not a one-day trip, otherwise I'll have to cut my flesh again."

"Definitely not. I always feel that today's 'infrastructure' is such a big battle, it will be good after the close."

"The SME board and GEM are still weak. Driven by the rebound of the Shanghai Stock Exchange Index, it feels like it can't fall or bounce up. It's simply strange."

"It's not surprising. There are only so many funds in the market, and it is impossible to support the market of small and medium-sized enterprises and GEM in the face of a large-scale rebound of blue chips."

“But today’s market turnover should reach a new high this year!”

"Even if the transaction volume reaches a new high this year, it will only last for 70 to 80 billion. Compared with the transaction volume of the two cities in the second half of last year, which easily exceeded 100 billion, it is still far behind."

By the way,,,..version. 】

"Take your time. The Shanghai Stock Index has been in the range of 1900 to 2200 points. It has been fluctuating for almost 2 years. It feels like it is time to make a breakthrough in the direction. And... I feel that this collective riot in 'infrastructure' is This is an opportunity to lead the Shanghai stock index out of this large shock range."

"As long as we can break through this large shock range again and create a sustained money-making effect, I believe that the market turnover will quickly climb up. Those investors who are silent, those who have been scarred by the bear market, and those who have temporarily withdrawn from the market , will also be tempted by the continuous money-making effect and cannot help but enter the market.”

"Yes, as long as we create sustained money-making effects, incremental funds will naturally come!"

Those who are still operating on the market and can willingly participate in stock market discussions are basically old shareholders or senior investors who have survived in this market. Therefore, everyone appears to be more sensitive to changes in market conditions, with knowledge and opinions. There are also many unique features.

Of course, it is also because the market at this moment is a deep stock game market.

It is also because the investors who stay in this market are a group of experienced and smart investors who have been destroyed by the market countless times.

Therefore, in terms of market rotation and switching...

If the funds for making orders do not use real money to achieve a real profit-making effect and a high degree of space, no one will be fooled, and naturally they will not be able to gather enough funds to follow the trend.

"Huaguo Construction has surpassed the 9% increase, so it won't be a breakthrough, right?"

The discussion among investors continued. At 2:43, Huaguo Construction began to hit the daily limit with the help of countless funds and following the trend.

At the same moment, the Shenzhen Stock Exchange, Xiniu Fund Company, was in the internal trading room.

Fund manager Fang Xinsheng, who had previously been worried about the market plunge and was still somewhat concerned about the outbreak of "infrastructure" and its lasting effects, saw that Huaguo Construction, with a market value of nearly 100 billion, actually started to hit the daily limit, and the Shanghai Stock Exchange Index was rising strongly. Under the fund tray, the 3% increase was once again exceeded, and the index point was refreshed to 2116.16. I was a little stunned for a while, and hurriedly shouted to Mou Zhengxing behind him and the entire trading team: "Buy, buy. Come in, put all the remaining liquidity of our fund into the target stocks, buy as much as there are selling orders on the market, the market will reverse, the market will reverse!"

Mou Zhengxing, while unconditionally executing Fang Xinsheng's instructions, asked: "Manager, didn't you say before that the market volume can explode too much in the short term, and the continuity of the market is still in doubt? Why are you saying it has reversed again? I feel that the market volume can indeed explode too much. , the differences in funding here are still huge!”

"The differences have been digested in the dive just now." Fang Xinsheng responded, "Today's main line of 'infrastructure' is affected, and the main funds in this field of large-scale trading are very impressive. The huge amount of funds can be maintained. It has a strong money-making effect in this field.”

“Nowadays, investors in the entire market are extremely keen on the money-making effect of ‘infrastructure’.”

"And the relevant investment logic is also rapidly fermenting in the market."

"It has maintained the strength of the market, created a profit-making effect, and at the same time led the Shanghai Stock Index to break through key points. If this main line cannot be achieved, then all investors in the market will be blind."

"Pay attention to the market." Fang Xinsheng paused and continued to remind Mou Zhengxing, "The capital flow of the entire market is obviously still flowing in the direction of 'infrastructure', and due to the strong pullback trend after the dive, the investment sentiment of the entire market Everything is getting warmer. On the small and medium-sized boards and the GEM board, the most unstable batch of free chips have cut their positions to chase higher prices. After the switch is completed, it is obvious that as the overall mood has warmed up, the selling pressure on the small and medium-sized boards and the GEM board has increased. It’s also weakening.”

"All this shows that after the market withstood the pressure of the first wave of correction, the real money-making effect has been achieved, and because of the many active funds following the 'infrastructure' field today, they were not buried, but made money instead. Well, then... when the market opens tomorrow, due to their demonstration effect, the remaining active funds in the market, that is, those active investment groups that hesitated during the outbreak of today's market, will continue to follow suit and gain the remaining profits. At the same time, The continued money-making effect will also attract more OTC funds to enter and increase market liquidity."

"All in all, there are no problems with investment logic and future expectations."

"Today has affected the market's nerves. It has already had an initial profit-making effect. The 'infrastructure' sector, which has been strongly noticed by countless investors in the entire market, has all the conditions for the main line market to break out, and I believe that this line will also become the next one." The market has been the main breakthrough direction for a while.”

"I understand!" Mou Zhengxing, who was closely watching the changes in the market conditions of the two markets, felt a chill in his heart. He came to some extent and thanked him, "Thank you, manager, for your understanding."

Similarly, at the moment when Fang Xinsheng saw the opportunity, he pushed in with all his positions.

Magic City, inside Zexi Investment, in the trading room.

Xu Xiang stared at the two markets with only the last ten minutes of trading time, and looked at the stocks in the entire 'infrastructure' sector that were already at full limit. He was extremely shocked in his heart, and said with emotion: "The N-shaped market trend, the Shanghai Stock Exchange Index is in ' Driven by "Infrastructure", the growth gap with the Shenzhen Stock Exchange Index and ChiNext has actually widened to close to 1.5 points. It seems... that the market's style switch has indeed occurred."

"Today the Shanghai Stock Index was able to break through and stand firm at 2100 points, all thanks to the drive of the 'infrastructure' line!" Zhou Kan next to Xu Xiang added, "Popularity, emotion, and money-making effects have all been achieved. Today The funds in the field of market making are really awesome, they are completely high-spirited and full of courage!"

In a bear market, it is extremely dangerous to rashly start mainline market trends such as 'infrastructure', 'finance', and 'consumption', which involve a wide range of stocks and require huge incremental funds. Even the main funds of large institutions cannot During the period of low mood, when everyone is clamoring for blue chips and generally abandoned by investors in the entire market, they will forcefully pull the market and start these major lines. After all, if the start is not successful, there will be insufficient emotions and following the trend. Support, if you can't create money-making effects and space, it will be easy to bury yourself.

However...the big money making market today did just that, and it was successful.

Therefore, Zhou Kan believed that he had to admire the other party's ability to seize opportunities, trading skills, and even courage.

"Indeed!" Xu Xiang nodded and responded, "Today's market situation is very unexpected. The funds that have opened the main line of 'infrastructure' are indeed admirable. This trader's skill has contributed to the creation of the main line of the market. , It’s both unexpected and reasonable!”

For the line of ‘infrastructure’.

Many smart large institutional investors actually have ideas in their minds.

However, at a time when the market has not completely escaped from the risk zone of negative impacts and has not escaped from the emotional freezing point, there are very few large institutional funds that dare to forcefully place orders and pull out this main line. On the contrary, many people still follow Thinking inertia, in the fields of small and medium-sized boards and GEM, which are already expected to be high, have extremely heavy hold-ups, and have relatively high valuations, the two main lines of 'mobile Internet' and 'smartphone industry chain' have been speculated countless times in the early stage. After repeated tossing and speculation, no sustainable mainline market trend was finally achieved.

Of course, before the main line of ‘infrastructure’ broke out today.

The vast majority of investors in the market, including Xu Xiang, never thought that the real market outbreak would occur on the main board, which has been abandoned by the market for almost two years.

After all, in the past two years, many emerging industry concept stocks on the small and medium-sized board and GEM have gradually played a leading role.

Countless so-called "value investment" institutions that insist on core assets and fundamental investments have been decimated by the market, and no one is left alive.

In the first quarter of this year alone...

Gu Xuxiang knows that in the financial core area of ​​Lujiazui, the capital city, hundreds of "value investment" institutions that insist on core assets and fundamental investments have gone bankrupt, and even many star funds that previously claimed to be "value investments" have gone bankrupt. Managers all yelled helpless words that "value investing" is not suitable for the domestic stock market.

But who would have thought that just when everyone loses all confidence in these core assets of the main board, which have excellent fundamentals, outstanding performance, and severely undervalued mid- and large-cap stocks in traditional fields, they are shouting that "value investment" is a liar, and emerging industries The 'concept' and 'growth' are the future.

The main line quotes from the motherboard came so suddenly!

"Since it is a new style rotation, the main market trend is determined." After a pause, Zhou Kan said, "Then we should follow up and adjust positions next."

Xu Xiang nodded and said: "It's too late to adjust positions now, let's do it tomorrow. Today, the 'infrastructure' line has absorbed so much market funds, including many short-term speculative funds that chase the rise and kill the fall, and most of these funds are Floating chips, this line should still fluctuate tomorrow, and there will be opportunities."

He believes that since the continuity of this line has been determined and the subsequent market style has been determined, there is a high probability that it will change.

Then there is no need to fight for a moment, and there is no need to care about the three or five points difference in the cost of opening a position.

Just as the two of them were having a final discussion about the market and further determining the next position adjustment strategy, the trading time of the two cities had been fixed at 3 pm.

After a day of violent shock...

In the end, the Shanghai Index settled on an increase of 3.22%, perfectly standing at 2100 points, and refreshed the high point to 2118.56, almost closing the large-volume positive line, while the Shenzhen Stock Exchange Index and the ChiNext Index performed well throughout the day. They were relatively weak, but driven by the money-making effect of the main board, they finally settled on an increase of 1.76% and 1.35% respectively, and both were slightly increased in volume, reversing the decline.