Rebirth of the investment era

In addition to indexes, sectors, and individual stocks.

After the four core "infrastructure" industry sectors of building decoration, building materials, steel, and real estate experienced violent intraday fluctuations, their industry sector indexes all closed at the highest point, and the index increases of each major sector were all above 4%. It can be said that It was a full-scale explosion, with momentum like a rainbow.

Its related industry leading stocks, such as Huaguo Construction, Huaguo MCC, Huaguo Communications Construction, Huaguo Railway Construction, China Railway, Huaguo Baosteel, Wuhan Iron and Steel Co., Ltd., Conch Cement, China Fortune Land Development, Kumho Group... a lot of stocks , all rose by more than 5%, and even among them, China Railway, MCC, Bayi Steel, China Fortune Land Development, and Kumho Group all closed their daily limits, showing an extremely strong rebound.

Of course, the entire "infrastructure" market broke out, leading the two cities to rise, attracting a large amount of active funds in the market, and the attention of countless investors.

As the popular main lines in the early stage of the market, the two core main lines of 'mobile Internet' and 'smartphone industry chain' today are lackluster and lagging behind the market growth. Moreover, companies such as Hua Qingbao, Changqu Technology, Tianyu Information, LeTV, Huayi Brothers' and other previously popular stocks did not rise but fell during today's market's strong positive line rebound. The weak state can be seen at a glance.

Faced with an extremely clear change in style, the closing results of the two cities saw a sharp rebound in volume.

Investors in the entire market are excited and excited, and the discussion about the evolution of the market outlook and style transformation is also becoming more and more intense.

"The Shanghai Stock Exchange Index can close such a high-volume positive line today, which is all driven by 'infrastructure'!"

"Indeed, if there is no comprehensive counterattack from the 'infrastructure' sector today, I am afraid that the market situation will still not be optimistic."

"The plunge in the afternoon looked very scary. Fortunately, the sector in the 'infrastructure' field stabilized. China Railway's return to the blockade was really domineering. It directly supported the market sentiment and stabilized the entire 'infrastructure' field. The money-making effect caused the market to launch a comprehensive counterattack in the late trading and successfully reached the 2100 point."

"Based on today's market riots, the 'infrastructure' line should be the main line of the market's subsequent rebound, right?"

"Not only infrastructure, but also the two concepts of state-owned enterprise reform and preferred stock pilot. Even if there is a full-scale riot in the field of 'infrastructure' today, the ones that have risen the best are still those that combine the concepts of 'state-owned enterprise reform' and 'preferred stock pilot' of stocks.”

"When talking about 'state-owned enterprise reform' and 'preferred stock pilot'... these two concepts, don't they refer to the blue-chip trend of the main board?"

"It's not just blue-chip trends, right? Many local state-owned assets hold shares, and there are also small-cap stocks."

"But in the 'preferred stock pilot', basically only blue-chip large-cap stocks with good performance and low valuations will have the opportunity, and it is obvious that the regulators are directing these benefits to blue-chip stocks."

"In the past two years, blue chips have indeed fallen dramatically. Many fund managers of 'value investment' have liquidated their fund products with losses."

"Today, the whole 'infrastructure', 'state-owned enterprise reform', 'preferred stock pilot' and other concepts that are obviously inclined to blue-chip large-cap stocks on the main board are in full riot. It is obviously indicating that the market of large-cap blue-chip stocks is coming, right? The next main trend of the market , I’m afraid there is a high probability that it will be launched in these conceptual fields.”

"A one-day rebound is not enough to determine the subsequent main line market position."

"Yes, it may also be an oversold rebound. If the 'infrastructure' field is to become the main line of the market outlook, then the continuity in the following trading days will be very important, and only by making sustained money-making market can the upper chips be truly loosened. Only then can there be a decent mainline market trend.”

"You're right, you have to be clear-headed and stop being impulsive."

"Looking at the market for the conference, are there any big positive news about 'infrastructure'? I always feel that today's 'infrastructure' riots are very unusual."

"There are a lot of benefits about 'infrastructure', right? Basically, they are all good names!"

"Market confidence is insufficient. If 'infrastructure' is to become the main line of the market in the future, new major benefits will be needed to stimulate sentiment and everyone's confidence in holding shares."

“It’s definitely good for big money to block the market so resolutely today.”

"I think it's not very important whether there are any short-term benefits. The key is that the demand in the 'infrastructure' field has further exploded, and the industry's investment logic has changed. I think this is the reason why today's 'infrastructure' has fully exploded and led the market strongly. , the main players of large institutions are not hot money, they should not be following the news to speculate."

"No matter whether it is beneficial or not, it is always right to speculate with the main funds."

"Yes, the surge of main funds is the basis for the market to explode. I think it is more effective to keep an eye on the flow of main funds than to guess what is good."

"Judging from the main capital flows on today's market, it is obvious that the 'infrastructure' field has a large-scale net inflow, and the previous two main core concept sectors of 'mobile Internet' and 'smartphone industry chain', as well as their industry sectors For individual stocks, almost all of them are unilateral outflows. Looking at it this way...the market trend is obviously changing from concept stocks on the small and medium-sized board and GEM to blue-chip performance with 'infrastructure' as the core."

"Indeed, the four major industry sectors with 'infrastructure' as the core have a total net inflow of main funds of 4.6 billion, which is an exaggeration. This should also be the largest net inflow of main funds in a single concept field in the market this year. .”

"This is also the first time that China Railway and China Metallurgical Corporation have reached daily limit after two years!"

“I have to say that the main forces that blocked China Railway and MCC today are really strong. With tens of millions or hundreds of millions of funds, they hit the daily limit board without hesitation. It feels like I haven’t looked at it for months. It’s such a grand occasion for the volume of funds to be sealed, especially on the MCC market, the more than 1 million orders were sealed, which is shocking!”

"It's a pity that these two large-cap stocks may not be on the Dragon and Tiger List today, and there is no way to seal the market funds."

"This amount of funds shouldn't be hot money, right?"

"It's hard to say that in the market, top hot money still has this amount of funds."

"Well, Mr. Su from Fortune Road, Mr. Zhang from Chunhui Road, Mr. Jiefang South Road... they should all have the same amount of capital, but they don't feel like these people's trading style."

"You will know when you look at the Dragon and Tiger list later. MCC closed the board too quickly and obviously did not change hands enough. There is a high probability that it will not be on the list. However, China Railway's turnover rate is sufficient. According to the performance of other stocks on the main board today, China Railway has Probability of being on the list.”

"I hope that today's dragon and tiger list will see the seats of the top market leaders!"

"Even if we can't see the seats of the top market leaders, if we can see large-scale buying by institutions, it can be regarded as a confidence boost, and the market outlook is promising."

At a time when many investors are having heated discussions and are looking forward to today's Dragon and Tiger ranking data.

Yanjing, the magical capital, and various places in Shenzhen.

Many self-operated investment departments of securities firms, asset management institutions with state-owned assets background, and even many public fund-raising institutions whose confidence has collapsed and even become desperate in 'value investing' are also waiting eagerly for the afternoon. The Dragon and Tiger List data at 5:30, I want to see who is the main force of funds that kicked off the main line of 'infrastructure' today, decisively switched the market style, and rewritten the market trend.

At the same time, before the Dragon and Tiger list was announced...

Many institutions with information channels and extensive contacts are already asking everyone in the circle about the identity and background of the main funds that are driving the market today.

"Damn it, are you mistaken? Today's business department of 'Yuhang Fortune Road' made a transaction of 4.2 billion!"

When everyone was inquiring about the identity and background of the main funds driving the "infrastructure" market today, Liao Guanghua, general manager of the proprietary investment department of Huashang Securities Headquarters in Yanjing, received an internal information document, and his expression was extremely shocked. : "So...the one who created today's market situation is the handiwork of Mr. Su from 'Yuhang Investment'?"

"It should be correct." The secretary next to Liao Guanghua said, "This is reported to the headquarters by General Manager Qu of 'Yuhang Fortune Road', and in terms of the transaction results of our docking exchange, these fund transactions are all It’s clearly recorded and there will be no mistakes.”

"Mr. Su would have done nothing if he didn't take action, but once he did, it was a shocking act!" Liao Guanghua had to sigh, "Today's counterattack on the Shanghai Stock Exchange's positive line, I'm afraid all the credit must be attributed to him."

The secretary responded: "This transaction volume is indeed too exaggerated."

"As quiet as a virgin, but as moving as thunder!" Liao Guanghua said, "Mr. Su's sensitivity to market conditions is truly outstanding. The move that opened up the 'infrastructure' market today is indeed a shocking move, truly opening up the market." It creates room for the market to rebound, and also opens up a main line for the market!”

At the same time, when the two of them were feeling emotional...

The news leaked through Huashang Securities also began to spread wildly throughout the domestic financial and asset management circles.

"Wealth Road? Has Wealth Road appeared again?"

"A single-day transaction of 4.2 billion? This accounts for one-eighteenth of the entire transaction volume of the two cities today. Is Mr. Su of Fortune Road so terrifying?"

"4.2 billion? Such a large amount of transaction volume, all poured into the 'infrastructure' sector?"

"Damn it, what a huge gamble!"

"This Mr. Su from 'Fortune Road' is really a gambler, but even if he is a gambler, he is still the best gambler in the world."

"It's awesome. It's so awesome. With such a big bet on the 'infrastructure' field, Mr. Su never thought about such a large-scale intervention. What if the market doesn't pick up? After all, the 'infrastructure' field has not happened before. It’s not that there was no violent pull-up, but at that time it did not drive market sentiment and follow-up funds, thus forming a linked market.”

"Are you sure the news is correct? How optimistic is this about the market situation in the 'infrastructure' field?"

"Isn't Mr. Su focusing on the concept hype of the small and medium-sized board and the GEM? Why is he suddenly involved in the direction of the main board on a large scale and in the traditional field of 'infrastructure'?"

“The ‘value investing’ in the market is dead, but I didn’t expect that it would be ‘Wealth Road’ that finally took over!”

"This operation of 'Wealth Road' is really crazy!"

"The total size of the two main funds managed by Mr. Su is only about 10 billion. Today, more than 4 billion were traded in one day? What kind of behavior is this? This trading technique is too... too violent! "

"What the hell, crazy, crazy..."

"The last glimpse of 'value investing' turned out to be Mr. Su from 'Fortune Road'. This is... really ironic!"

"Hey, regardless of envy or jealousy, in short, this person really has to be admired. At this stage, a large-scale asset management institution that dares to enter the market on such a large scale to increase positions, drive market sentiment, and forcefully hit the main line of the market, I'm afraid there is no one else but "Yuhang Investment" behind the seat of "Fortune Road"? Just these people you are mocking, I would like to ask you traders, do you dare to make such a shocking move in this position? Do you dare! "

"Indeed, this courage is extraordinary!"

"The grand strategic development of 'infrastructure', the acceleration of urbanization, the further improvement of domestic high-speed rail and highway networks, the recovery of the real estate industry, rural revitalization, the construction of roads connecting every village, and even the macroeconomic development of the 'New Silk Road' Strategic deployment... These various benefits did not burst out in one day. The investment logic in the entire "infrastructure" field has been reversed for a long time. It can be said that the "infrastructure" line is the star. However, ...The extremely brutal market crash, as well as the disdain of the majority of market investors for the main board and the blue chips of the market, and the helpless liquidation of many funds and institutions with heavy positions in the main board blue chips..."

"With the intertwining of good news and bad news in various markets, everyone knows that this is a bright sign, but who has the courage to pull out this main trend in advance?"

"No! Except for Mr. Su behind 'Fortune Road', there is no one!"

"So, at this moment, don't envy others openly or secretly for taking the initiative and getting the upper hand. This is the premium profit they deserve while taking risks."

At a time when news is spreading wildly throughout the domestic financial and asset management circles, and major internal groups are discussing it wildly.

As 5:30 p.m. approaches, the data on the dragon and tiger rankings of the two cities are refreshed.

I saw that in the entire market, large and small institutions, countless hot money, and a large number of investors were paying attention to each other. On the refreshed Dragon and Tiger list, three stocks, China Railway, Kumho Group, and Beixin Road and Bridge, were impressively listed on the list. On the Internet, the two sales department seats of Huashang Securities Yuhang Fortune Road and Huaxin Securities Yuhang Fusheng Road, which have disappeared for several months, are also among the top buy spots of China Railway and Beixin Road and Bridge.

"Oh my God! President Su's seat has appeared. Sure enough, sure enough...it's President Su!"

When they saw the two major seats of ‘Huashang Securities Yuhang Fortune Road and Huaxin Securities Yuhang Fuxing Road’, the entire market, countless hot money and huge retail investors almost burst into tears.

In the past few months since the departure of Fortune Road, the market trend has been too tragic.

In the past few months, the Shanghai Stock Exchange Index has plummeted from close to 2,500 points to the lowest level of 1,967.21 points, while the GEM has dropped from its highest level of close to 1,500 points to around 1,000 points. There are nearly 2,000 stocks in the two cities. During this stage, The share prices of hundreds more stocks were cut off in half.

Not only institutions suffered losses to the point of despair, countless fund companies collapsed, and the faith of fund managers collapsed.

Hot money and retail investors have also lost doubts about their lives and have withdrawn from the market in despair. Many people have even lost so much that they dare not open their stock accounts and take another look.

After all, no one expected...

After three consecutive years of deep bear market, the market can still fall so badly.

No one thought that those stocks that had already been cut in half, and then cut in half, could continue to cut in half. No one thought that there was an endless abyss underneath the area they thought was the bottom.

But now, ‘Wealth Road’ is back!

‘Fortune Road’ was openly on the Dragon and Tiger list, with an explosive purchase price of 78 million, it strongly closed the China Railway Group, and kicked off the ‘infrastructure’ market.

This is for the hot money and retail investors who are still in the market and struggling to hold on.

Not only was it a shock, but there was also the confidence and hope for the market outlook that had been destroyed by the market and deep down in my heart, which was supposed to be annihilated.

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