Rebirth of the investment era

The stagnant disk has just begun to beat.

Before the market closed at noon, the check of 'Huaguo Construction', which had changed significantly, was once again patronized by a huge amount of active buying funds. The time-sharing trading volume exploded rapidly, and the stock price once again showed a straight upward trend. Within one minute, it quickly climbed to near the 5% increase mark.

And with the extremely large-scale riots of the "Chinese Architecture".

In the entire "big infrastructure" field, a number of heavyweight core stocks have begun to follow suit.

At 1:01, just one minute after the market reopened, the Shanghai Stock Exchange Index broke through the 2330 point mark. At the same time, the two major industry sector indexes of 'Building Decoration' and 'Building Materials' both soared, rising by more than 5 points in one minute. percentage points, and both stood at a 2% increase.

At 1:02, the intraday transaction volume of ‘Huaguo Construction’ topped the list of the two cities’ transaction volume, exceeding the 1 billion mark.

At 1:03, "Tianshan Cement" hit the daily limit upwards, and the two stocks of "Huaguo Railway Construction" and "Huaguo Communications Construction" also followed the trend and surged in volume, with the stock price increase also reaching the 5% mark.

At 1:04, when a number of core stocks in the infrastructure field with the prefix "Hua" such as "Huaguo Construction, Huaguo Railway Construction, and Huaguo Communications Construction" moved frequently and continued to siphon active funds and follow-up funds in the market, "LeTV" On the market, suddenly encountered concentrated extreme selling energy, the stock price plunged rapidly, from a drop of more than 1 point to a drop of nearly 3% in an instant.

At 1:05, with the rapid plunge of 'LeTV', 'Hua Qingbao, Changqu Technology, Huayi Brothers, Enlight Media, Cultural Investment Holdings, Ciwen Media' and other popular 'film and television media' sectors Stocks, as well as the entire 'film and television media' industry sector index, were also affected by this, and they fell rapidly.

At 1:06, the effect of the rapid diving trend in the ‘film and television media’ sector quickly spread to related main areas such as ‘Internet software’, ‘Internet applications’, and ‘smartphone industry chain’.

At 1:07, Internet speed technology in the field of "domestic software" dropped sharply, followed by a number of software stocks such as Inspur Information, Huaguo Software, 2345, and Ren Zixing.

At 1:08, in the 'Apple Concept' sector, many popular core concept stocks, such as Anjie Technology, Subbed, Xinwei Communications, Goertek, etc., also followed the trend and fell. Among them, Anjie Technology, Subbed It turned green instantly, and the concentrated selling on the market was extremely obvious.

At 1:09, as the main lines of weighted constituents of the GEM and Small and Medium-sized Boards, such as 'Film and Television Media', 'Domestic Software', and 'Smartphone Industry Chain', all fell one after another, the Small and Medium-sized Board Index and the GEM Index also fell. They turned from red to green one after another, and the gap between the gains of the Shanghai Stock Index and the Shanghai Composite Index became wider and wider.

At 1:10, the decline of ‘LeTV’ further expanded to 4%.

At 1:11, ‘Huaguo Railway Construction’ rose by more than 7%, and its intraday turnover reached 700 million, ranking among the top three in the two cities’ intraday turnover rankings.

At 1:12, the entire "big infrastructure" field, including "building decoration, building materials, real estate, steel, machinery and equipment, public transportation, railway transportation" and other industry sectors, as well as the "military industry" industry sector, the main capital trading situation, all showing a net inflow trend.

At 1:13, the daily trading volume of the Shanghai stock market exceeded that of the Shenzhen stock market. This was also the first time in the past week that the daily trading volume of the Shanghai stock market exceeded that of the Shenzhen stock market.

At 1:14, the intraday decline of 'LeTV' reached 5%, and the intraday turnover reached 200 million. At the same time, the intraday amplitude also reached about 10%.

At 1:15, the "military industry" sector rose by about 5% during the day, and many concept stocks within the sector began to set off a daily limit trend.

At 1:16, the intraday increase of ‘China Airlines Optoelectronics’ jumped over the 7% mark.

At 1:17, the Shanghai Index touched 2335 points, and the gap between the intraday increase of the GEM Index and the GEM Index has widened to about 5%.

At 1:18, when the GEM index suddenly plunged to around 5%, and when 'LeTV' jumped over the 5% intraday drop, some funds began to enter the main line of 'technology growth' to buy the bottom. At the same time, The rapid rise of 'big infrastructure' further refreshed the intraday high and released huge amounts. At this time, it also began to gradually slow down.

At 1:19, with the influx of some bargain-hunting funds, 'LeTV' rebounded, and the ChiNext Index and the Small and Medium Enterprises Index also followed suit and pared intraday losses.

At 1:20, the siphon effect of ‘big infrastructure’ on active capital flows in the market began to slow down.

At 1:21, the GEM index and the small and medium-sized index fell back to around 3%. There were bargain hunting funds concentrated on the market, which once again raised the "Shanghai Steel Union" check.

At 1:22, the "Shanghai Steel Union" pulled up from the water and turned red in lightning.

At 1:23, the increase of "Shanghai Steel Union" exceeded 3%, and the stock price showed a vertical upward straight line.

At 1:24, the "Shanghai Steel Union" rose by more than 5%, and the buying volume on the market was quite strong, and it was likely to reach the daily limit.

At 1:25, amid the rapid rise of 'Shanghai Steel Union', a number of old monster stocks that performed well last year, such as 'Hua Qingbao, Changqu Technology, Wangsu Technology, Huake Financial, and Tianyu Information' There were many changes, and for a while, the sudden appearance of "Old Demons Flying Together" began to appear on the real-time gainer lists of the two cities, wildly attracting the attention of the majority of investors in the market.

At 1:26, 'Shanghai Steel Union' tried to hit the daily limit. At the same time, the related concept sectors of 'Internet finance', 'e-commerce', 'mobile payment' and 'smart city' rose rapidly. 'Hengsheng Electronics, Oriental Fortune, Changliang Technology, Yinjie Technology, Jinzheng Shares' and other stocks also followed suit.

At 1:27, "Shanghai Steel Union" hit the daily limit and quickly sealed the daily limit.

At 1:28, affected by the daily limit of "Shanghai Steel Union", the related concept sectors such as "Internet finance", "e-commerce", "mobile payment" and "smart city" have become faster. The core major institutions that were trapped in the direction of 'technological growth' seemed to have found a breakthrough at this time to turn things around. They took advantage of the low rebound of a number of 'old monster stocks' and gathered together crazily during the short break of 'big infrastructure'. Market investment and speculation sentiment.

At 1:29, the 'Internet Finance' and 'E-Commerce' concept sector index rebounded from the green market to an increase of about 5% within a few minutes. Among them, except for 'Shanghai Steel United', 'Hengsheng' Electronics, the core stock, has begun to explode in volume again, heading towards the 7% increase mark and even higher daily limit.

At 1:30, the indexes of various industry sectors related to "big infrastructure" fell back, and the main line of "technological growth", which suffered a serious setback during the day, was affected by a group of bargain-hunting funds and the urgency of a group of "old monster stocks". Driven by the rise, there has been a clear rebound. The main core stocks, 'LeTV', have narrowed their decline to around 5%, 'Netspeed Technology' has narrowed its decline to less than 2%, and 'Hua Qingbao' has once again achieved a turnaround. red.

At 1:31, the small and medium-sized index and the GEM index turned red again, and the Shanghai Stock Index fell below the 2330 point mark.

At 1:32, the stock price of 'Hengsheng Electronics' hit the daily limit.

At 1:33, ‘Hengsheng Electronics’ hit the daily limit and exploded to more than 56 million in one minute.

At 1:34, the forced closure of "Hengsheng Electronics" failed. With the rapid expansion of volume, the stock price fell from the daily limit to about 8%.

At 1:35, seeing the failure of "Hengsheng Electronics" to close the market, a number of "technology growth" stocks that had been pulling up showed signs of falling again.

At 1:36, after a brief retracement, the Shanghai Stock Index resumed its attack to regain 2,330 points.

At 1:37, ‘Hengsheng Electronics’ once again made an upward impact and tried to seal the market, but still failed. The intraday trading volume expanded to nearly 500 million.

At 1:38, the stock price of 'Hengsheng Electronics' fell sharply after the board failed to be closed. On the market, the originally surging active buying funds dropped sharply, and the time-sharing trading volume also gradually weakened.

At 1:39, due to the continuous failure of "Hengsheng Electronics" to close the market, the gains of the "Internet Finance" and "E-commerce" concept sectors fell, and a number of "Technology Growth" concept stocks that had rebounded were all affected at this moment. , the signs of turning downward again are becoming more and more obvious.

At 1:40, when the main line of 'Technology Growth' failed to rebound and retreated again, and at the same time, the main line of 'Big Infrastructure' was weak in the upside after consuming most of the active funds in the market, the two cities were traded in a time-sharing manner. At this time, the amount of energy began to decrease sharply.

After that, ten minutes passed.

The Shanghai Stock Exchange Index has shrunk and fluctuated between 2325 and 2335 points, while the Shenzhen Stock Exchange Index, ChiNext Index, and Small and Medium Enterprises Index have fluctuated around the flat plate.

It seems that the entire market has gone through continuous intense trading and market changes.

At this moment, we finally entered a short-term long-short balance state.

"Today, the market should be like this, right?" In the Shenzhen Stock Exchange, inside Xiniu Fund Company, in the main fund trading room, the trading team leader Mou Zhengxing observed that the market conditions of the two markets have stabilized, and there are no longer large extreme fluctuations and rises. , downward trend, I couldn’t help but turn my head to the side and ask Fang Xinsheng, the fund manager.

Fang Xinsheng stared at the two markets, was silent for a moment, and responded: "If there are no accidents, this should be it."

"I feel that the overall capacity of the market is still insufficient!" Liu Xin, the general manager of the trading room, said with a smile after hearing the conversation between the two.

Fang Xinsheng responded: "On the whole, some energy has been released, but it is still lacking."

"Fortunately, the Shanghai Stock Index has reached this position, and it has completely broken through the 2,300-point barrier." Mou Zhengxing continued, "And the market situation has indeed switched from the line of 'technological growth' to the direction of 'big infrastructure' No matter what, for us, today’s market trend is still good.”

"It's good for sure." Fang Xinsheng said, "It just has some flaws."

“If one of the core large-cap stocks with the prefix ‘Hua’ such as ‘Huaguo Construction, Huaguo Communications Construction, Huaguo Railway Construction, Huaguo China Railway, and China Aviation Optoelectronics’ can try to hit the daily limit, maybe... Stimulate the mood further." Liu Xin stared at the changes on the market and saw that the market trading time had reached 2 o'clock in the afternoon. After pondering for a moment, he couldn't help but said, "I just don't know who has the courage to take the lead."

Fang Xinsheng heard Liu Xin's words, pondered for a while, and responded: "Emotional changes and market investment confidence changes all require time to spread and ferment. When the overall market volume cannot support a higher space breakthrough, focus on In fact, it is not a good thing to force the offer of funds. In everything... excess is never enough!"

"Indeed." Mou Zhengxing heard Fang Xinsheng's words and felt deeply in his heart. He couldn't help but said, "The line of 'technological growth' is because it is too much and not enough, which led to today's big crash, right? Since the market trend is changing, , has decided to switch to the direction of 'big infrastructure' and 'military industry', then I would like the market to slowly rise in this direction, slowly accumulate emotions, keep rising, and keep rising is the right way!"

"Haha, that's true." Liu Xin nodded slightly.

Although his idea was not recognized by the two of them, with the market trend turning sharply today and the net value of their funds also rising sharply, a little dissatisfaction could not affect his good mood at all.

The same moment...

Magic City, inside Zexi Investment Company, in the main fund trading room.

Zhou Kan stared at the market, and after careful observation for a while, he also thought that the index had reached the current point, and there would probably not be much change in the late trading. He couldn't help but tilted his head and suggested to Xu Xiang: "Boss, our move to increase positions is , can it slow down? It feels like the Shanghai Stock Index still lacks some volume to support the breakthrough, and does not have enough upward momentum. According to this trend... there may be another step back next Monday. "

"The capacity is a bit lacking, but..." Xu Xiang responded, "The upward momentum of individual stocks is not weak, and the checks of 'Huaguo Communications Construction, Huaguo Railway Construction, and China Aviation Optoelectronics' have currently reached 6 At the %, 7% increase mark, we are only one step away from the daily limit. Now there is still an hour before the closing. What will happen in the late trading... I can’t say!”

"The intraday trading volume of these checks is already quite large." Zhou Kan said, "There should be no funds. The market's time-sharing volume and following sentiment are gradually declining. At this time, we are forcing the main attack to close this market." Are you investing in super-heavy stocks with market capitalizations of hundreds or hundreds of billions?"

"Hard to say!" Xu Xiang chuckled.

Zhou Kan was stunned. He didn't expect Xu Xiang to be so optimistic. He was slightly confused and was about to ask carefully about the logic and reasons.

At this time, suddenly, the real-time trading board of 'Huaguo Railway Construction' once again showed continuous active buying orders of 10,000 lots.

Zhou Kan was shocked. He hadn't seen clearly how many consecutive large orders there were for tens of thousands of hands.

The stock price of "Huaguo Railway Construction" jumped from a 7% increase position, showing a vertical upward trend, and quickly rushed to the daily limit.

"Fuck..." Zhou Kan's eyes widened, these two words were the only words left in his mind.

"What did I say?" Xu Xiang's eyes were sharp and the smile on his face became brighter. "There are many enterprising main funds in the market!"

As he sighed, the next second, the stock price of 'Huaguo Railway Construction' hit the daily limit.

Immediately afterwards, at 2:05, with a total of 250,000 lots and more than 200 million in funds, all the sell orders of 'Hua Guo Railway Construction' were sold at the daily limit price, and they were decisively sealed with extreme amounts of money. The daily limit of this stock.