Rebirth of the investment era

"The Shanghai Stock Exchange Index has eight consecutive positive days, and the Beixin Road and Bridge has seven consecutive boards. During the period after May Day this year, it is really just a matter of lying around and making money!"

Amid the bullish sentiment in the entire market, some retail investors in the discussion on the online stock forum said excitedly: "The losses at the beginning of the year were all made up in the week or so after the holiday, haha... it feels like In this wave, the index will definitely reach 2,500 points, and the bull market is really coming!"

"Indeed, during the period after May Day, the trend was really explosive."

"Fortunately, I held on to my chips today. Sure enough, in the bull market, all shocks and retracements are just washouts. Now the market trend is showing more and more signs of this."

"In the ongoing market situation, only by maintaining firm stockholding can you maximize profits in the market."

"The two core main lines of "infrastructure" and "state-owned enterprise reform" are definitely the biggest market main lines this year. I feel that Beixin Road and Bridge, the leading stock, is very likely to have five or ten times the potential! "

"Haha, I was nervous when I re-entered the market, but I didn't expect that as soon as I entered the market, I would make huge profits for several days."

"Big A has really stood up recently!"

"In recent times, compared with the external market trends, A-shares are indeed outperforming!"

"The U.S. stock market has risen a year ahead of schedule. It's time for us to catch up, right?"

"I feel that market confidence is completely back. On our forum, there are many more people chatting than last month, or in the past few days."

"The market has continued to make money, and naturally confidence will slowly return!"

"Hey, it's true that even I, a pessimist, started to believe in the bull market after seeing the market's momentum."

"It doesn't matter what market it is, as long as it makes money!"

"The index has indeed risen sharply recently, but it seems that the turnover of the two cities has not increased much. It is only about 130 billion in volume now."

"130 billion is a lot. Look at the previous market downturn, how much was the transaction volume?"

"Yes, the previous transaction volume of the two cities was once as low as 50 billion. Now the transaction volume has more than doubled compared to the previous month or two. Isn't this still little?"

"Overall, the market is in a trend of rising volume and price."

"The volume of the market generally increases slowly with the money-making effect of the market and the entry speed of the potential investor groups outside the market. Even if it is a bull market now, it is only in the early stages of the bull market. Although most of the investors on the market are active However, the number of potential investors outside the market is obviously not enough to enter the market, and the natural amount of energy changes is also limited. However, this phenomenon will definitely improve as the subsequent market continues to make money. It is estimated that in one or two months, the market volume will exceed 170 billion, or the high transaction volume stage of more than 200 billion."

"Currently, the market has not yet reached the deep water area where the market has historically been locked up. The capacity of 130 billion is fully able to support the current market."

"Anyone who is bearish at this time is either stupid or bad."

"If you feel that the current market situation is risky, you can clear your position and sell it. Just so... my position is not enough. I hope the short sellers will sell quickly so that I can continue to buy at a low price."

"Yes, just like today, I really like to watch the short-sellers, and my face is swollen from being beaten by the market again and again."

"Today's market has been so volatile. It should also mean that some major funds in the two main areas of "infrastructure" and "state-owned enterprise reform" have made profits and reduced their positions, right? "

"They are all good sellers with no pattern."

"It doesn't matter if these funds are released, there is no pattern. Having them in the market will only inhibit the further development of the market."

"Other main funds will go out as soon as they come out. Only when there are differences will the market prevail. As long as Mr. Su is still there, there will be no problem."

"Yes, the two major market areas of "infrastructure" and "state-owned enterprise reform", as long as Mr. Su is still there, the market will definitely continue, and it depends on the situation... Many of the core stocks of the main line concept held by Mr. Su today, Although the shock is also great, it is obvious that the main capital

There wasn't much money flowing out, so Mr. Su definitely didn't leave. "

"Whether we are leaving or not will be clear at a glance when we look at the Dragon and Tiger Ranking data later."

"I'm sure I didn't leave, otherwise it would be absolutely difficult for Beixin Road and Bridge's stock to close its daily limit today."

During the discussion, time quickly moved to 5:30 pm. The dragon and tiger lists of the two cities were revealed. As everyone expected, the two major trading seats related to Su Yu were "Fortune Road" and "Fortune Road". "Road to Recovery" has not appeared. Judging from the public data of the Dragon and Tiger List, the main funds of the "Yu Hang Series" still maintain a locked position.

Moreover, it exceeded everyone’s expectations...

The trading seat of "Liberation South Road" was actually at this position, and it even increased its position strongly. It bought a total of 43 million from Beijiang Communications Construction, 22 million from Beixin Road and Bridge, and 15 million from Shibei High-tech.

"Damn it, 29 stocks are on the list, among which "Fortune Road" and "Fusheng Road" are locked up, "Jiefang South Road" has a large increase in positions, Chunhui Road, Siji Road, Hongqiao Road, Yanjing Outdoor Street, Shenzhen Three Swordsmen and other top hot money players in the market are still actively buying hot stocks at high levels in the market. This data on the Dragon and Tiger List is incredible! This wave... the index is not above 2,500 points, breaking through last year's high target, which is unjustifiable. "

After the data of the two cities' dragon and tiger rankings were released, the discussion in the entire market became more and more intense.

"There are a lot of institutional seats that have increased their positions, but there are also a lot of institutional seats sold today, such as Gemdale Group and China Fortune Land Development, which are completely institutional sellers."

"I guess the main funds that were lurking in in advance due to the good news before are reaping profits at this moment, right?"

"From the analysis of the number structure of stocks on the Dragon and Tiger List, as well as the analysis of the active participation of various funds, the core market lines of the two cities are undoubtedly "infrastructure" and "state-owned enterprise reform." "

"There are also two or three stocks on the list in the "growth stocks" field of the Small and Medium-sized Board and GEM. However, looking at the trading seats of these two or three stocks on the list, there are no particularly strong main funds participating. The main buying funds are also It's only 10 to 20 million. Compared with the buying volume of Gemdale Group, which is a main force fund that can easily reach 50 to 60 million, it's not enough. "

"In the direction of "growth stocks" on the small and medium-sized board and GEM, it is estimated that the market will not start until the two main lines of "infrastructure" and "state-owned enterprise reform" are over. "

"Yes, currently it is safest to speculate around "infrastructure" and "state-owned enterprise reform." "

"Mr. Su has indeed locked up the position! It is really the top large-capital structure in the market."

"Mr. Su has completely explained what it means to make big money by holding on to stocks. No matter how the market fluctuates, it remains motionless."

"Mr. Su's shareholding attitude completely illustrates that the current market is in a bull market."

"It's a bull market, there's no doubt about it."

"But today, all the funds that boosted the "big financial" sector, especially the securities sector, have been buried. "

"The market trading volume is not enough. It is difficult for securities to rise at this time. It is estimated that the overall market trend of securities will have to wait until the market turnover reaches about 200 billion."

"I don't think there is any harm in the pulsating fluctuations in securities today."

"It feels more like a trial run by big funds, right? In fact, although the securities sector still underperformed the index growth today, in fact, even if it caught up with the highs in early trading, it was not much."

"A big-fund trial? It's possible!"

"After all, if the market is truly bullish, then the main trend of the market will definitely not be able to bypass the securities sector."

"It is estimated that everyone on and off the market has not reached consensus on this expectation of a "bull market", right? "

"After the index stably crosses 2,500 points, there is a high probability that this expectation will be stronger. By then... there may be big market opportunities in the securities sector."

"But it's not a big mistake to sneak in now, right?"

"Who knows? I feel that there are not as strong expectations as the two main lines of "infrastructure" and "state-owned enterprise reform", nor are they as safe as these two main lines. "

"Yes, in the "Nine Articles of the New Country", "state-owned enterprise reform" is clearly mentioned.

direction. "

"Don't lurk blindly. I feel it's safest to follow Mr. Su's direction. This time, following Mr. Su's seats and stock holdings, I've made almost 30% of the profit."

"Indeed, except for the two main lines of "infrastructure" and "state-owned enterprise reform", everything else... feels almost boring. "

"With the positive support of the "New Country Nine Articles", coupled with today's good data on the Dragon and Tiger List, I feel that there is a high probability that the index will continue to be positive tomorrow. "

"I also feel that the market is likely to accelerate."

"Ba Lianyang's trend is not accelerating, right? I feel that this wave, whether it is the main line market of "infrastructure", "state-owned enterprise reform", or the index trend, is very strong. "

"What the heck, look at last year's "Internet Finance" and "Shanghai Free Trade Zone" market prices! "

"I guess Beixin Road Bridge will go straight to the 10-link bridge."

"Actually, Beijiang Communications Construction is the core soul board today, and with the blessing of the chief helmsman of "Liberation South Road", it is estimated that the board will most likely reach its daily limit tomorrow. "

"You don't know how to play one-piece, do you? You can go further by changing your hands."

"I also don't want Beixin Road and Bridge and Beijiang Communications Construction to go straight tomorrow. I hope these two leading stocks will not open too high tomorrow, giving them an opportunity to increase their positions."

"Sure enough, in the market trend, "the strong will always be strong" is the only law! "

"It is said that people who are afraid of highs suffer. In fact, leading stocks with sufficient changes of hands and deep participation of main funds are the safest areas in the market. Especially in the upward trend of the market with very good sentiment, the relay of leading stocks , It’s really just like picking up money.”

"Indeed, you shouldn't be timid today!"

"Full positions will be put on the market tomorrow, and we are firmly optimistic about Beijiang Communications Construction's continuous pace of catching up with Beixin Road and Bridge."

"What the hell, I've been waiting all the way until now, and I've really missed a big wave of market trends. Sigh... Sure enough, in the bull market stage, the longer you wait, the less opportunities you have to buy. No matter what... no matter how the index opens tomorrow, you must You have to intervene with a heavy position, otherwise you won’t have any chips in your hands and you’ll be really anxious.”

"It has been struggling for 6 years, so it's time for a decent market."

"Sure enough, no matter how desperate you are, you still have to hold on to a glimmer of hope, haha... I finally managed to keep up with this wave of market trends and didn't miss it. I hope the index can reach 3,000 points this year, so that I can get out of the trap and be better than the previous few years. Any money lost in the market will be made up for.”

Under the extremely high bullish sentiment.

Along with the continued heated discussions among countless investor groups on and off the market...

Many institutional investor groups that had been forced to reduce or clear their positions before, as well as the majority of retail investors, once again have great expectations and confidence in the market, and are ready to increase their positions again; at the same time, many investors who have not been exposed to stock investment before Foreign newcomers, as well as the vast number of retail investors who have been trapped for a long time, have also begun to raise funds, with the dream of returning their capital and making money, preparing to enter the market again.

In short, under the tyrannical trend of Balian Yang, under the temptation of the ultimate continuous profit-making effect.

The entire market, both on and off the market, has begun to unanimously and resolutely be bullish on the market, feeling that the clarion call for a "bull market" has been sounded.

Even, 8 p.m.

Analysts from "Huashang Securities, Huaxin Securities, Huatai Securities" as well as several foreign domestic investment institutions have publicly stated that compared with foreign financial investment markets, the general valuation of the domestic A-share market is significantly underestimated. It has great investment value, and at the same time... many analysts point to blue-chip and white horse stocks in the market's "finance, consumption, infrastructure, medicine" and other fields, which are the most undervalued "value investment depressions" in domestic and foreign markets. ”, with strong investment value and market explosion potential.

Of course, some people point out that stocks in the "mobile Internet" and "smartphone industry chain" sectors on the Small and Medium Enterprise Board and GEM, as well as the entire "emerging industry chain" stock valuations are around 100 times PE, which is not considered undervalued at all. This points out that the valuation advantage of the domestic market is relative. When the liquidity of A-shares has not been fully opened, the current entire ecology will also

is relatively reasonable.

It's just this cautious investment view amid the bullish sentiment that has exploded throughout the market.

No one wants to listen, and few will pay attention.

In the midst of this bullish sentiment that continues to surge forward, major asset management institutions, financial media, financial influencers, and retail investors are all bullish and making bullish statements.

On Tuesday, May 13, the market ushered in the second trading day after the positive announcement of the "New National Nine Articles".

Just after 9:15 in the morning, the two cities ushered in the moment of call auction trading. A number of popular stocks in the two main areas of "infrastructure" and "state-owned enterprise reform" were frantically robbed by various funds. Among them, Beixin Road and Bridge and Beijiang Communications Construction, two popular leading stocks, also opened higher in the form of a "one-line daily limit" without any surprise.

"More than 90% of the stocks in the two cities have opened red and opened higher!" At this moment, inside Yuhang, Yuhang Investment Company, in the fund trading room, Li Meng was observing the trend pattern of the market, and his expression was clearly showing A bit surprised, "The market sentiment is too hot. The range of 2400 to 2500 points is an area where the holding chips are very heavy. With such high prices one after another, I always feel that the market will stop stalling soon."

The investor group in the entire market, seeing the index skyrocketing, becomes more excited and happier as the index rises.

But when Li Meng saw that the index was soaring in the pressure range, he became more and more nervous and panicked. He always felt that the market and emotional interpretation were too radical.

"Market sentiment, under the influence of various positive factors, continuous profit-making effects, and institutional investors from all walks of life continue to sing the bullish... has approached the peak of expectations and cannot stop." Su Yu also stared at the big screen of the trading room. The opening scene far exceeded expectations, and he took over the words and said, "A market always turns around in despair, continues to rise amidst doubts and hesitations, and finally peaks in the madness of unanimous optimism."

"When it goes up, it's a bull market, when it goes down, it's a bear market!"

"The emotional pendulum effect of our A-shares has never failed in a market structure where 90% of retail investors participate. Sell it. Emotions and expectations have reached their peak, and the market adjustment should be better than we expected. , it will come earlier."

"At this time, the market liquidity is at its most abundant, which makes it convenient for us to exit the position, and at the same time, we can avoid the Dragon and Tiger List relatively safely."

"Yeah!" Li Meng nodded and asked, "Should we start with the relatively marginal stocks we hold?"

Su Yu nodded slightly and said: "Yes, let's reduce non-core stocks and those with less abundant market liquidity first. After all, the current market sentiment is at a climax and the overall market liquidity is relatively abundant. At this time, reduce non-core stocks. First, , not too eye-catching, and secondly, it is easier to reduce positions than subsequent market sentiment to re-enter the depletion stage.”

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