The investment era of rebirth

In addition to the index, the two cities also have industry sectors and concept sectors.

I saw that the industry sectors and concept sectors in the two main areas of 'infrastructure' and 'state-owned enterprise reform' still led the gains in the two cities. Among them, the two major concept sectors of 'real estate' and 'public transportation' set off a daily limit trend. Within the sector constituent stocks

, a total of nearly 20 stocks have reached daily limit; in addition to 'infrastructure', 'state-owned enterprise reform', other fields, 'Internet finance', '4g', 'electronic information', etc. are biased towards the 'growth stocks' route of small and medium-sized boards and GEM.

The concept sector also performed quite well, outperforming the broader market index by a wide margin.

As for individual stocks...

The strongest money-making effects are still stocks in the fields of "infrastructure" and "state-owned enterprise reform".

Among them, the core popular stocks Beixin Road and Bridge continued to hit the daily limit, closing four daily limit boards in a row, continuing to refresh the speculation space of market concept stocks; Shibei Hi-tech and Shanghai Sanmao also closed the third consecutive daily limit board, which is regarded as the core of the market

The second echelon of speculation; Chongqing Development and Beijiang Communications Construction, as rising stars in the main lines of 'infrastructure' and 'state-owned enterprise reform', still closed at the daily limit, showing an extremely strong trend.

Of course, in addition to the popular stocks of ‘infrastructure’ and ‘state-owned enterprise reform’.

Today, many oversold stocks, especially the "growth stocks" in the direction of small and medium-sized boards and GEM, have also concentrated on a wave of relatively drastic money-making effects, such as Wangsu Technology, LeTV, Oriental Fortune, Huayi Brothers and other GEMs.

The weighted constituent stocks all closed with gains of more than 5%, and in the 'Internet finance' field, many stocks such as Huake Financial, Shanghai Steel Union, Jinzheng Shares, Changliang Technology, etc., all closed their daily limits.

However, despite the generally very hot money-making effect of the entire market, there are still some that are not performing so satisfactorily.

For example, the overall performance of the industry is sluggish, there is a lack of expectations, and there are few main funds to pay attention to the fields of 'military industry', 'non-ferrous metals', 'coal', 'banking', 'insurance', 'securities', and the constituent stocks within the sector.

Not only did it continue to significantly underperform the gains of the broader market index today, but the performance of major funds on the market for most of the constituent stocks also continued to show continued outflows.

Among them, Hongdu Airlines, which once hit the daily limit yesterday, actually fell to the limit today, and finally closed down sharply by 7.33%, ranking at the top of the decline list of the two cities; there are also several "coal" industry stocks such as Shenhua Coal and Pingmei Energy. Today,

It actually once again hit a new historical low in the past four years.

Faced with this closing result that is both hot and very different.

Among the investor groups in the entire market, the vast majority of investors remain optimistic and excited. A small number of investors still sigh, earning only the index but not making any money. However, a very small number of investors still remain cautious.

Attitude, I believe that there is no room for the index to be too high in this differentiated situation.

"Today's trend is really beautiful. Now the Shanghai Stock Exchange Index has successfully reached 2,300 points. It feels like this wave... the Shanghai Stock Exchange Index, under the leadership of the two core themes of 'infrastructure' and 'state-owned enterprise reform', can really stand on the 2,500-point bull-bear split.

Boundary, start a bull market!"

Amid the heated discussions after the market closed, some investors expressed optimistic thoughts.

"It's hard to say. I feel that the differences are quite big. The sectors such as 'military industry, non-ferrous metals, coal, banking, insurance, and securities' are still motionless. There is no overall upward trend at all. And just for 'infrastructure','

The two main lines of state-owned enterprise reform are to drive the entire market beyond the 2,500-point bull-bear line. I think... it is still quite difficult."

"Hey, stop talking, it really feels like you're making money but not making money."

"A lot of stocks underperformed the market today, right? It feels like except for the two core stocks of 'infrastructure' and 'state-owned enterprise reform', there are not many people selling the market index in other sectors."

"Although there are still some signs of differentiation in today's market, it is much stronger than yesterday, right?"

"The development of each round of market divergences from the local to the whole. Take a look at the two obvious rebounds last year. In which time did there not be changes from local to overall? Strong stocks rose first, and weak stocks rose later. Sooner or later, it will happen

It's your turn, at this time... the most important thing is to strengthen your confidence in holding shares and not to be washed out."

“Yes, let’s not talk about the bull market or anything like that, there must be a rebound in the market.”

"Based on the performance before and after the holiday on the two main lines of 'infrastructure' and 'state-owned enterprise reform', it is estimated that there is still a lot of room for improvement."

"There is definitely still room, there is no doubt about it."

"Judging from the K-line trends of many popular stocks on the two main lines of 'infrastructure' and 'state-owned enterprise reform', these stocks have just broken through the suppression of all moving averages at their current position, and have just completely stepped out of the bottom shock range. Not only do they have room for follow-up,

And it’s not too small.”

"I also feel that the main trends of this wave of 'infrastructure' and 'state-owned enterprise reform' are different from the past."

"It must be different. The number of stocks covered by these two main lines, the overall stock market value, and the driving effect on the entire market are all incomparable to the previous concept speculation dominated by hot money."

"Yes, yes, this time the market is led by large institutions, not hot money."

"The main funds of large institutions not only have a much larger amount of funds than hot money, but their hype and investment styles are also completely different from hot money. I feel that this wave of...entering the fields of 'infrastructure' and 'state-owned enterprise reform'

, are all long-term funds from large institutions and the like, and these two main lines of market trends are definitely not short-term conceptual speculation, but are most likely trend investment prices throughout this year."

“In terms of market news, the benefits of ‘state-owned enterprise reform’ are also continuing to emerge, right?”

"Well, yes, just in the past week, there have been as many as 12 new stocks with the concept of 'state-owned enterprise reform' that have been suspended."

"'Deepening reforms' is the macro direction!"

"I'm not good at analyzing, but I know that these big funds rushing to raise funds during the market are definitely not stupid. They are rushing to raise funds so much, it must be in this direction, there are good things, and the market is going."

"There must be a market, otherwise would President Su bet tens of billions of dollars on this field?"

"Speaking of which, Mr. Su is really courageous."

"Today, Beixin Road and Bridge, which Mr. Su took advantage of the 'Fusheng Road' position to intervene in, has reached the daily limit again. It's a fourth consecutive market! The trend is really strong."

"As the leader of the two cities, I feel that the check from Beixin Road and Bridge will most likely double."

"Sure enough, the strong will always be strong. Hey... I have been looking at this check for several days. I noticed it before the holiday, but I have never dared to buy it. I am afraid that if I buy it, it will pull back."

"People who are afraid of heights are miserable. The more you dare not buy, the more it will rise."

"In fact, leading stocks in the two cities like this, supported by extreme liquidity and long sentiment, are the safest stocks in the market. After all, only if it opens up the space for market speculation, other stocks can continue to rise unscrupulously.

, this is called the 'leading effect'."

"If you are afraid of heights, you really can't do short-term business."

"Relatively safe, I think it is better to buy a group of core stocks such as 'Huaguo MCC, Huaguo China Railway, Huaguo Construction', etc. These stocks also belong to the popular leading stocks in the field of 'infrastructure' and 'state-owned enterprise reform'.

With the blessing of President Su’s seat, the market is big and the growth may be slower.”

"Trend stocks are the favorites of large financial institutions. I think we retail investors should take advantage of small funds and easy entry and exit, and directly take the lead. This is the best way to invest."

"No matter which way, I think as long as you go in the right direction, there shouldn't be a big problem."

"Yes, as long as we stick to the two core themes of 'infrastructure' and 'state-owned enterprise reform', we should be able to make money."

"The premise is that Mr. Su has been locking up positions, and the investment logic and expectations of the two main lines of 'infrastructure' and 'state-owned enterprise reform' have been recognized by the main funds from all parties, and everyone has the same expected direction. Only then can these two main lines continue to rise.

Right? Only then will it be possible to completely reverse the market investment sentiment, completely transform the local market into a comprehensive market, and lead the index to break through to a higher position."

"Mr. Su shouldn't be leaving the warehouse so quickly, right?"

"It's definitely not that fast. At least judging from the turnover of the Beixin Road Bridge check today, Mr. Su definitely hasn't issued it."

"The Shanghai Stock Index has reached the upper edge of the Bollinger Track. If it continues to break through, new space will be completely opened."

"Today the Shanghai Stock Index broke through 2,300 points, showing no difficulty at all. Looking at this situation... there is no doubt that the index will continue to rise."

"Let's take a look at the Dragon and Tiger List first!"

"If Mr. Su continues to lock up positions, and the major financial players on the entire Dragon and Tiger list continue to have a net inflow, then I will continue to increase my positions tomorrow and directly fill up my positions."

"Haha... Believe me, Mr. Su will definitely continue to lock up the position."

"I'm already full today. This wave, if the index is less than 2,500 points, I will never get off."

"I believe Mr. Su will not smash the market at this time, so the moment the market opened today, we all chased Beixin Luqiao. I hope this wave can make a lot of money and recover the losses at the beginning of the year."

Amid the heated discussion, the time quickly moved to 5:30 pm.

At this time, the dragon and tiger lists of the two cities were announced.

I saw a total of 28 stocks from the two cities on the list, which exceeded the number of stocks on the list yesterday. At the same time... As everyone expected, Su Yu's two major seats of 'Wealth Road' and 'Resurgence Road' continued to remain invisible.

appears on the buying and selling seats of any stock, and according to the buying and selling data disclosed in the entire Dragon and Tiger list, overall, big funds still show a net inflow, which shows that in the current market position, the main funds are still optimistic

, the internal chip structure of each popular stock on the list is still continuing to be optimized.

"Sure enough, Mr. Su continues to lock up the position."

After seeing the data released on the Dragon and Tiger list, the retail investors who had been having heated discussions became even more excited.

"I haven't mentioned it yet. Beixin Road and Bridge will definitely continue to rise tomorrow."

"Hey, I shouldn't have hesitated today. I missed a lot of opportunities!"

"Let's just say that Mr. Su will definitely not sell the market at this stage, haha... As expected, following Mr. Su's trend is the best investment method to make money. This time, on Beixin Road and Bridge, I made almost 50% of the profits.

"

"50% profit, awesome!"

"What's so cool about this? Look at the rise of related concept stocks after Mr. Su's intervention, whether it's small and medium-cap stocks like Beixin Road and Bridge, or popular stocks like MCC, China Construction, China Fortune Land Development, and Kumho Group

The gains for large-cap stocks are basically around 30% to 50%.”

"This market is like this. Everyone can only make money within their own knowledge. In fact... after President Su intervened in the two main areas of 'infrastructure' and 'state-owned enterprise reform', especially with the pre-holiday 'Yuhang 1

The holdings of the two funds No. 1 and Yuhang No. 2 were announced, and the wealth code has been clearly placed in front of everyone."

"Hey, I know I know, but I'm just hesitant. I always feel like there are many hot stocks that are about to pull back at any time."

"However, being trapped in the air is more uncomfortable than being trapped under a quilt."

"It's true, when I lost money and was trapped, I felt very depressed, but this time I kept missing, and seeing the stock index rising continuously, I really felt like I had missed out on 100 million, and I was very anxious."

"At this time, I don't have any chips in my hand, so I'm really panicking."

"Hey, I've been watching it for many days in a row. The more I look at the stock I like, the higher the stock price is."

"We can't wait any longer. Looking at this situation, the Shanghai Stock Index cannot stop if it is less than 2,500 points. What the hell... I have to buy to chase the high tomorrow. It is really not a wise move to take a short position at this time."

"Looking at the development trend of the index, it is a bit like the 530 market in the past!"

"Yes, yes, it's really impressive to say that in the 530 market that year, the Shanghai Stock Exchange Index suddenly rose sharply from the bottom and never looked back, thus starting a bull market."

“The bull market won’t really start from here, right?”

"Damn it, stop talking. The more you talk, the more panic you get. I have no position!"

"Yesterday I saw that the situation was not right and I reduced my position significantly. Today the index opened higher and moved higher. I didn't wait for the right price and didn't have time to add back. Now... I really regret it."

"I hope the market won't open too high tomorrow, giving us a better buying opportunity."

"I reduced my position today, but looking at it now...it's really stupid!"

"Hey, seeing how lively your discussion is, I also feel as if the bull market is coming. I had already cleared my position at the beginning of the year and vowed not to trade in the stock market again. Now...it seems that I am about to break the habit. I will ask my wife to get some pocket money at night and re-enter the market tomorrow.

!”

After the announcement of the Dragon and Tiger List, the majority of investors in the entire market discussed more loudly, and the bullish sentiment further fermented and spread. At the same time... this voice of 'buy, increase positions, enter the market, bull market' also quickly

It spread from the existing market investor group to the off-market investor group who had been heartbroken by the stock market before and had long been silent, or in other words, liquidated their positions and exited the stock market.

And with this sentiment and bullish voices, it spread to the outside investor group.

These groups of OTC investors who had originally lost confidence in the stock market, after paying attention to the continued profit-making effect of the market re-gathering, began to be moved, and their hearts were rekindled with a little confidence in the stock market and stocks, and among them

A small number of investors are even more reluctant to re-enter the market.

Of course, when the market continues to make money, it quickly affects these silent investor groups.

Many potential investors who have never been exposed to the stock market before and are relatively unfamiliar with stocks have also temporarily focused their attention on the stock market. With certain doubts and a bit of longing, they look at this relatively unfamiliar, but seemingly

The financial market area where you can easily make money.

Similarly, the continuous profit-making effect and the index's trend of breaking through from around 2000 points to 2300 points without stopping without basically any obstacles have also quickly inspired many people who were previously disappointed with the stock market.

The attention of asset management and investment institutions that have reduced the weight of their stock positions has given rise to an eager desire to increase their holdings.

At the same time, many private capitals have gathered outside the market in the name of financial management.

For example, the emerging "Internet financial platform" financial capital, under the continuous profit-making effect of the financial market, has gradually turned its attention to this field. With doubts and longings, it is watching the subsequent development of this market and preparing for the further spread of the market.

Enter the market at any time.

In general……

With Su Yu's capital scale of 10 billion and his own influence, he opened the curtain on the two main lines of speculation, "infrastructure" and "state-owned enterprise reform", guiding market sentiment and the main funds in the market to join forces.

After making a market and creating a sustained money-making effect on the market, bringing the index to 2300 points and completely breaking through the stubborn oscillation box range of 2000 to 2200 points, the investment environment and long-short patterns on and off the market are changing significantly.

The chemical reaction, potential bull power and incremental funds are all changing geometrically as the bull sentiment increases.

Of course, we are aware of this change in long and short sentiment, as well as the obvious sudden changes in the on-site and off-site capital levels.

As a market regulatory authority.

Under the great pressure of the task, the new leader also showed an obviously excited and happy look at this moment. On the one hand, he urged the regulatory authorities to step up the introduction of market-related benefits and continue to stimulate the bullish sentiment that was finally reversed. On the other hand, he urged the issuance review committee to

Promptly restart the IPO issuance channel, re-open the direct financing function of the market, solve the "listing barrier lake" problem, and allow the stock market to better play the role of "macroeconomic catalyst".

Of course, there are some work strategy arrangements within the market regulatory authorities.

The investor groups on and off the market who are currently in a state of excitement, as well as the various asset management institutional groups who have smelled the "smell of making money" and are preparing to increase their positions in a large scale and re-increase the weight of their stock positions, cannot possibly know at this moment that everyone.

We are still excited and looking forward to the market outlook quite optimistically, looking forward to the market opening tomorrow.

It was amid this surge of relatively optimistic sentiments and the rapid changes in on- and off-market capital levels.

Also in the evening, the trend of U.S. stocks fluctuated higher again, maintaining a relatively strong state.

On the second day, Wednesday, May 7, the market opened for trading again.

After a relatively intense 10-minute call auction transaction, the Shanghai Stock Exchange Index continued to open higher, and at the same time, the core leading stocks in the two cities, Beixin Road and Bridge, showed a trend of shrinking and daily limit.

Then, the market officially opened at 9:30.

After a brief shock, the Shanghai Stock Index continued to break upward under the continued strength of the two main themes of 'infrastructure' and 'state-owned enterprise reform'. In just 12 minutes, it refreshed yesterday's intraday high and rebounded to a new high, reaching 2320 points.

Above the position, the short squeeze market reappears.

Immediately afterwards, at 10 o'clock in the morning, more than 100 concept stocks in the entire 'state-owned enterprise reform' sector were once again chased and favored by funds from all parties. With the rapid inflow of countless main funds, the relevant component stocks also set off a rising trend again.

, among which China Railway Construction came from behind, and under the overwhelming buying orders of hundreds of millions of funds, it went straight to the daily limit.

At 11 o'clock in the morning, the market prices of the two cities once again diverged from the areas of "infrastructure" and "state-owned enterprise reform" to the oversold and low stock areas of the entire market. Among them, the "liquor" concept sector in the consumer sector rebounded sharply. The core stocks Qianzhou Moutai and Luzhou

Laojiao, Jincheng Fenjiu, etc. all rose by more than 3%.

At 11:30 a.m., the two cities closed at noon.

The Shanghai Composite Index closed at 2331.88 points, up more than 1%. The Shenzhen Composite Index and the ChiNext Index also rose close to 1%. The volume of the two markets was basically the same as yesterday, and there was still no significant increase in volume. At the same time, this also shows that

As the index rises, the chip structure on the market remains stable.

After the market closed at noon, market investment sentiment continued to ferment.

Paying attention to the stock market, the voices of adding positions to long positions on and off the market are getting louder and louder, whether among institutional groups, hot money groups, or the general retail investor group.

This bullish sentiment is getting stronger and bullish market outlook expectations have basically converged.

Time has arrived for afternoon trading.

The Shanghai Stock Exchange Index, Shenzhen Stock Exchange Index, and ChiNext Index all experienced accelerated breakthrough trends for a while.

At 1:30, the Shanghai Stock Exchange Index rose all the way, refreshing the intraday high to 2340 points. The Shenzhen Stock Exchange Index and the ChiNext Index all rose by more than 1.2%. Among them, the 'mobile Internet' and 'smartphone industries' that had been abandoned by many big investors before

The two main areas of blockchain and blockchain once again faced strong buying attacks, and almost all relevant popular stocks in this area experienced sharp rises.

At 2:10, the Shanghai Stock Exchange Index rose by more than 2%, the Shenzhen Stock Exchange Index and the ChiNext Index rose by more than 1.5%.

At 2:40, among the nearly 2,000 stocks in the two cities, the number of red stocks once again reached more than 92%, among which the number of daily limit stocks exceeded 60.

Finally, the market closed at 3 p.m.

The Shanghai Stock Exchange Index rose 2.11% and closed at 2351.77 points; the Shenzhen Stock Exchange Index and the ChiNext Index rose 1.73% and 1.82%, respectively. The performance of several major indexes appears to be more consistent than yesterday, which also shows that the market has changed from divergence.

Gradually it spread to a general rise in the market.

Of course, under this market pattern.

In the two main areas of ‘infrastructure’ and ‘state-owned enterprise reform’, the market spread and acceleration are more obvious.

The 'state-owned enterprise reform' concept sector index surged 4.88%, leading the gains in the two cities. Related sub-concept sectors, such as the 'state-owned enterprise reform' concept sector, have intersections with the 'Shanghai Free Trade Zone' and 'real estate development'.

', 'Building Materials', 'Building Decoration', 'High-Speed ​​Rail', 'Public Transportation', 'Petrochemical Oil and Gas' and a series of sectors also performed quite well, significantly outperforming the broader market index.