The investment era of rebirth

Chapter 396 Extreme emotions, outstanding selling points!

"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 was really just a matter of lying around and making money!"

Amid the bullish sentiment in the entire market, among the retail investors discussing on online stock forums, some people excitedly lamented: "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."

"Under the continued market conditions, only by maintaining firm stockholding can we maximize profits in the market."

"The two core themes of 'infrastructure' and 'state-owned enterprise reform' are definitely the biggest market themes 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 once 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 a sustained money-making effect, 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 vigorous trend of eight consecutive positives."

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

"The index has risen really sharply recently, but it seems that the transaction volume 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 potential off-market investor groups. Even if it is a bull market now, it is only in the early stages of the bull market. Although most 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 changes in natural volume are 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 break through to 170 billion, or the high transaction volume stage of more than 200 billion."

"At present, 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 there are risks in the current market conditions, you can clear your positions and sell them. Just... my position is not enough. I hope the short sellers will sell quickly so that I can continue to buy at low prices."

"Yes, just like today, I really like to watch 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 shippers 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 was huge, it is obvious that there was not much major capital outflow, and Mr. Su definitely did not 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 definitely 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 associated with Su Yu were 'Fortune Road' and 'Wealth Road'.

The "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 "Jiefang South Road" was actually at this position, and it also strongly increased its position. 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.

"Holy shit, 29 stocks are on the list, including 'Fortune Road', 'Fusheng Road' locked positions, 'Jiefang South Road' massive increase in positions, Chunhui Road, Four Seasons 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 prices in the market. The data on the Dragon and Tiger List are incredible! This wave... the index is less than 2,500 points, breaking through last year's high target, which is unjustifiable.

.”

After the data on the Dragon and Tiger rankings of the two cities were released, the discussion in the entire market became more and more intense.

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

“I guess it’s because 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 active participation of various funds, the core market lines of the two cities are still ‘infrastructure’ and ‘state-owned enterprise reform’.”

"There are also two or three stocks on the list in the 'growth stock' field of the Small and Medium Enterprise Board and the 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 purchase volume of a major fund like Gemdale Group, which can easily reach 50 to 60 million, it’s not enough.”

“The direction of ‘growth stocks’ on the Small and Medium-sized Board and GEM will probably not start until the two main lines of ‘infrastructure’ and ‘state-owned enterprise reform’ are over.”

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

"Mr. Su has indeed locked up the position! It's 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 is completely clarifying that the current market is in a bull market."

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

"However, all the funds that boosted the 'big financial' sector today, especially the securities sector, have indeed 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 today's securities."

"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, there was not much arbitrage."

“A test run with large funds? It’s possible!”

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

“I guess there is still no consensus on the ‘bull market’ expectations among everyone on and off the 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 lurk in at this time, right?"

"Who knows? It feels like there are no strong expectations for the two main lines of 'infrastructure' and 'state-owned enterprise reform', and they are not as safe as these two main lines."

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

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

"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 Dragon and Tiger ranking data, 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 considered accelerated, right? I feel that this wave, whether it is the main line 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 the 'Liberation South Road', it is estimated that tomorrow the board will most likely reach the daily limit."

"You don't know how to play straight lines, do you? You can go further by changing 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, it is 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 and you’ll be really anxious.”

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

"Sure enough, no matter how desperate I am, I still have to hold on to a glimmer of hope, haha... I finally managed to hold on to this wave of market conditions 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 in previous 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 both inside and outside the venue...

Many institutional investor groups who 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 strong trend of the Eight Lianyang, under the temptation of the ultimate continuous profit-making effect.

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

Or even, 8 p.m.

Analysts from Huashang Securities, Huaxin Securities, Huatai Securities and 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.

There are many, and they have great investment value. At the same time... many analysts point to blue-chip and white horse stocks in the fields of 'finance, consumption, infrastructure, medicine' and other fields in the market. They are the most underestimated 'value investment depression' in the domestic and foreign markets.

', has strong investment value and market explosion potential.

Of course, some people point out that the valuations of stocks in the 'mobile Internet', 'smartphone industry chain' fields, and the entire 'emerging industry chain' in the direction of the Small and Medium Enterprise Board, GEM, and the entire 'emerging industry chain' are all around 100 times PE, which is not considered undervalued at all.

This points out that the valuation advantage of the domestic market is relative. In the case where the liquidity of A-shares has not been fully opened, the current entire ecology is relatively reasonable.

It's just that this cautious investment view is amidst the bullish sentiment that has exploded in the entire market.

No one wants to listen at all, and few people pay attention.

Just as this bullish sentiment continues to advance and is brewing, 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 robbed by various funds.

, among which Beixin Road and Bridge and Beijiang Communications Construction, two popular leading stocks, also opened higher in the form of a "one-word daily limit" without any surprise.

"More than 90% of the stocks in the two cities have achieved a red market and a high opening!" At this moment, inside Yuhang, Yuhang Investment Company, and in the fund trading room, Li Meng observed the trend pattern of the market, with an obvious look on his face.

A bit surprised, "The market sentiment is too hot. The range of 2400 points to 2500 points is an area where the accumulation of holding chips is quite heavy. With such high pressure and high pressure 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 goes up.

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 trend 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 long... 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. The market adjustment should be better than we expected."

, it will come earlier."

"This is also the time when the market liquidity is most abundant, which is convenient for us to exit the position, and at the same time, we can avoid the Dragon and Tiger List relatively safely."

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

Su Yu nodded slightly and said: "Yes, first reduce non-core stocks and those with less abundant market liquidity. 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 exhaustion stage."

(End of chapter)