Rebirth of the investment era

"Okay!" Li Meng said excitedly.

Then, she quickly issued instructions to the traders, and the traders' instructions were executed.

Tens of millions or hundreds of millions of funds instantly flowed from the accounts operated by various traders into popular stocks in the two core main areas of "infrastructure" and "state-owned enterprise reform."

And with the huge amount of money pouring in, the next moment...

At 10:05, a number of core blue-chip stocks in the fields of "infrastructure" and "state-owned enterprise reform" such as MCC, China Railway, Huaguo Construction, Huaguo Baosteel, China North Locomotive and Rolling Stock Corporation, and China South Locomotive and Rolling Stock Corporation, all moved. Stimulated by strong buying, it showed a straight-line upward trend.

Likewise, accompanied by changes in these core blue chip stocks.

At 10:06, within the entire main line of "infrastructure" and "state-owned enterprise reform", related concept sections and industry sections were also closed one after another.

"Good guy, it really exploded!"

Seeing that within half an hour of the opening, the two core main lines of the market, "infrastructure" and "state-owned enterprise reform", once again ushered in a full-scale outbreak, in the magic city, inside Zexi Investment, and in the fund trading room, Zhou Kan felt happy and looked at it with a smile Looking at General Manager Xu Xiang, he said: "The boss is still very good at predicting accurately! This wave... our fund's increase in positions is really accurate, and we can make a lot of money."

"If the market does not move downward, it will inevitably rebound upward. This is not difficult to predict." Xu Xiang chuckled. "After the market trading performance in the past few days, in the entire market, the two major sectors of "infrastructure" and "state-owned enterprise reform" The logic of the core main line has also been fully recognized by market funds. "

"So, so... as long as the market continues to make upward breakthroughs."

"The two major market themes of "infrastructure" and "state-owned enterprise reform" will inevitably be the ones leading the charge. However, according to market historical experience, during holidays such as May Day and National Day, investment sentiment and capital risk preferences before the holidays are biased towards Be cautious, at this time... the two main lines of "infrastructure" and "state-owned enterprise reform" have made upward breakthroughs and led the index to rebound. I am afraid the space is very limited! "

"Boss, what you're saying is... it's still going to be difficult for the Shanghai Stock Exchange Index to reach 2,200 points today?" Zhou Kan asked.

At this moment, led by the comprehensive outbreak of the two core themes of "infrastructure" and "state-owned enterprise reform", the Shanghai stock index has exceeded 1.65%, and the index point has refreshed to 2181 points, which is only 1% away from the 2200 point pressure mark. Space, and according to the direction of the market, there is a high probability that the pressure mark of 2200 points will be touched again today.

Xu Xiang thought for a while and replied: "Let's look at the changes in the market's volume energy and the performance of funds following the trend. If the volume energy breaks out too quickly and the market divergence is around 2200 points, which is still very large, then it will be biased before the holiday. Under the cautious investment sentiment, without a large number of followers and incremental financial support, it is still impossible for the Shanghai Stock Exchange Index to stand firm at 2,200 points."

"but……"

Xu Xiang paused and continued: "Even if the Shanghai Stock Index cannot break through the 2200 point mark today, the market will not be worse. In my opinion... the most important thing in today's market is not to break through the 2200 point mark, but to attack upward and push the market forward again." It has brought the continued rebound trend back on track.”

"As long as the entire market, most investors believe that the market is still in a strong rebound."

"I believe that the two core market trends of "infrastructure" and "state-owned enterprise reform" have not finished, and I believe that there is still some room for the Shanghai Index to rise. "

"As long as these expectations exist, even if the index does not break 2,200 points today, it will certainly be able to break through this critical pressure in subsequent trading hours."

"Well, that's true!" Zhou Kan nodded while analyzing the market in detail, "As long as market expectations exist and continuous money-making effects exist, the market will not be cut off, and as long as the market can continue, the market will continue in the near future. The pressure mark of 2200 points is so close, it is impossible to prevent the Shanghai Stock Exchange Index from continuing to break upward."

While the two were talking, the time had moved to 10:15.

I only saw the "infrastructure" core industry sector indexes such as building materials, architectural decoration, steel, real estate, etc., as well as the "state-owned enterprise reform", "Shanghai Free Trade Zone", "mobile Internet" and other changing sector indexes

, at this moment, the increase has reached more than 2%. Among them, the core popular blue-chip stocks in these major fields, such as China Railway Group and China MCC, the two leading weights, have increased by about 5%, and on the market , the buying power is strong, and the stock price continues to rise as time goes by.

Immediately afterwards, at 10:17, Huagong International broke through the previous high, rose straight up, suddenly hit the daily limit, and was sealed in a flash, becoming the mid- and large-cap stocks in the two core main areas of "infrastructure" and "state-owned enterprise reform" with a market value of over 10 billion. Among the stocks, it was the first stock to hit the daily limit and be sealed.

And with the further promotion of Huagong International...

At 10:20, China Railway and MCC hit new intraday highs again, refreshing the increase to about 6.5%.

At 10:25, a number of "Shanghai Free Trade Zone" stocks such as Wanqi Enterprise, Hi-tech Development, Waigaoqiao, Shanghai Steel Federation, Shanghai-Hong Kong Group, Pudong Construction, Shanghai Construction Engineering... continued to rise strongly. Among them, two core stocks, Shanghai Steel Union and Waigaoqiao, once again hit their daily limits.

At 10:30, with the daily limit of Shanghai Steel Union, "Internet Finance" ***, Oriental Fortune, Flush, Hengsheng Electronics, Yinjie Shares, Changliang Technology, Huake Financial, Jinzheng Shares... and many other concepts Stocks rebounded sharply collectively, changing their previous weak situation.

At 10:35, with the ultimate rebound of "Internet Finance", the two core main lines of "Mobile Internet" and "Smartphone Industry Chain" in the direction of the Small and Medium-sized Board and GEM also started an extremely strong oversold. In the rebound trend, the core stocks Wangsu Technology and LeTV surged sharply, with an increase of 5%. Yixue lagged behind the market in the early stage, and it was a shame to continuously underperform the market performance of the two cities.

At 10:40, the major conceptual threads of "infrastructure", "state-owned enterprise reform", "Shanghai Free Trade Zone", "Internet Finance", "mobile Internet", and "smartphone industry chain" are in full swing, and the market conditions are comprehensive Amid the outbreak, the Shanghai Stock Index, Shenzhen Stock Exchange Index, and ChiNext Index all rose by more than 2%. Among them, the Shanghai Stock Index soared to a 2.25% increase, refreshing the intraday high to 2193.36 points, which is far away from the 2200 point mark. There is only a point range of less than 10 points left.

"Damn it, the market is so strong today, and all the main conceptual lines are rebounding and breaking through."

Seeing that the market has been increasing in volume since the unexpected opening, refusing to pull back, and emerging from a unilateral upward trend for more than an hour. The originally sluggish market investment sentiment has picked up and exploded again, and everyone's discussion has once again become unprecedentedly popular. fierce.

"The Shanghai Stock Exchange Index is actually approaching 2200 points again. This time... it should be able to break through, right?"

"It should... be possible, right?"

"It must be possible! The market has fully dispersed, and the selling on the market today is not big. "Beixin Road and Bridge, Huaguo China Railway, Huaguo MCC, Huagong International" and other mainline stocks have all reached new rebound highs and hit new highs. High space, this is the signal, this is the expectation! "

"Perhaps the volume energy has not exploded? Compared with yesterday, the volume energy in the first hour of today's opening has not increased much. As for the day when the Shanghai Stock Index hit the 2200 point mark for the first time on the 24th, it is even worse. The key is A point breakthrough must be supported by enough volume. I feel... I’m still not optimistic today!”

"What do you know? It's a good thing not to explode at this time."

"Why is it a good thing if it doesn't explode?"

"If the volume does not explode, it proves that there is not much divergence in the market. It proves that the large amount of floating chips at this position has been digested in the constant fluctuations in the past few days. Moreover, if the volume does not explode at this time, it will be more conducive to subsequent index impacts. After the 2200 point position, the market volume will be further taken over."

"It makes sense. The index's breakthrough at a key point is more like an important decisive battle in a war."

"It is impossible for the main funds to put all their troops up before the decisive battle breaks out. Therefore, before the index really touches 2200 points, the market will advance step by step with stable volume and energy, but it will rise higher than the explosive volume. It’s much better if the incremental funds are exhausted early.”

"It means... there is a high probability that the Shanghai Stock Exchange Index will be able to cross over and stand firm at 2,200 points today?"

"I feel it's great

Probability! "

"If the index can really cross 2200 points in one breath and stand firm, then new room for growth will really open up. At this time... you should increase your position!"

"We must increase our position. If we don't pursue it now, when will we wait?"

"Beixin Road and Bridge has four boards in six days, which has shown a strong breakthrough trend. Now China Railway and China Metallurgical Corporation have stood at the 7% increase mark, and they are obviously heading towards the daily limit. Under this form... the index There is no doubt about the breakthrough. If you are afraid to increase your position at this time, then it is really not suitable for stock trading.”

"Hey, at this time, the stocks of Beixin Road and Bridge, Shibei High-tech, Shanghai Sanmao, and Shanghai Steel Union have all reached their daily limit, so what else can we chase?"

"China Railway and China Metallurgical Corporation! These two are obviously the leading Chinese stocks in the market."

"Haha... Fortunately, I was smart and chased him in the early trading. I just said that I had to believe Mr. Su. I think I can at least make a three-game board in this wave of Beixin Road and Bridge."

"Today, the two core main lines of "mobile Internet" and "smartphone industry chain" have also come up. These two lines... have no market? "

"Judging from the index performance, the Shanghai Stock Exchange Index is still stronger than the Shenzhen Stock Exchange Index and the GEM Index. I feel that the big market trend is still in the main board field, right? The market prices of "Mobile Internet" and "Smartphone Industry Chain" on the Small and Medium-sized Board and GEM Board, It's more like an oversold rebound. I think we should still be cautious. "

The majority of retail investors are having heated discussions and are chasing hot spots and increasing their positions.

The same moment...

In the Yuhang hot money circle where Su Yu is located, all kinds of hot money are looking at the booming market. They are excited and surprised, and they are also eager to take action.

"Damn it, the market is so strong today? I didn't buy enough in the early trading!"

"Beixin Luqiao hesitated for a moment and failed to catch up. When I turned back and wanted to chase Shibei High-tech, I found that this guy was also on the board. In the end, I could only chase Shanghai Sanmao. Damn, the market trend today is really... It’s just unexpected, who would have thought that... the market would break through before the holiday?”

"Market trends are often unexpected, but it's reasonable."

"Damn it, I haven't caught up with anything, what else can I buy now?"

"In terms of concept stocks, I feel that some of the core stocks have been led by various funds. This will be very certain. There should be only mainline blue-chip stocks that have lagged behind in growth."

"China Railway and MCC have not reached their daily limit yet. Does anyone dare to block them?"

"Forget it, forget it, my small capital can't be sealed. This kind of large-cap blue-chip stocks must be the exclusive preserve of people like Mr. Su, Mr. Zhang, and the chief rudder."

"Then you can only buy concept stocks in the "Shanghai Free Trade Zone" field. "

"Yes, today the concept of "Shanghai Free Trade Zone" is on par with the main concept of "state-owned enterprise reform", and it has completely produced a money-making effect. "

"The "Shanghai Free Trade Zone" and "State-owned Enterprise Reform" themselves have a huge linkage effect. Today, it broke out in full force. Isn't it surprising? "

"I think...at this time, it's not too busy to pursue."

"Why? In this case, if the Shanghai Stock Exchange Index crosses 2,200 points today, there should be no changes, right?"

"Perhaps, the market sentiment was so strong on the 24th that the Shanghai Stock Index reached as high as 2210 points and failed to stabilize. Today's market sentiment is not as strong as that day, and today is the last selling day before the holiday funds can be withdrawn. The market The overall buying volume should be relatively insufficient compared to the previous trading days."

"Even if the Shanghai Stock Exchange Index can cross the 2200 point mark and stand firm, I think... at this time, when there is no opportunity to seize the opportunity, the right-side opportunity with higher follow-up certainty is better than the left-side opportunity!"

"That makes sense, let's wait a little longer."

"Well, wait and see how the Shanghai Index will perform today when it is near the 2200-point mark."

Hot money players are aggressive but cautious...

Time passed 10:50, and the Shanghai Stock Exchange Index suddenly reached around 2190 points. "Infrastructure", "State-owned Enterprise Reform", "Shanghai Free Trade Zone", "Internet Finance", "Smartphone Industry"

Various conceptual main lines such as "Chain" and "Mobile Internet" have rebounded one after another and have been at relatively high levels in the session. Faced with the uncertainty of the Shanghai Stock Index breaking through 2,200 points, active funds from all walks of life in the market, following the trend effect and willingness to chase higher, have begun to weakened, the market index and its various high-probability sector indexes began to stagnate here, and turned into a shock trend in which the time-sharing volume gradually weakened.

"This is just the last step, but I feel that the market is still relatively worried."

Seeing the index and various concept prices, the trend has begun to stagnate. The market has exploded and picked up, and the trend of following the trend is gradually fading. Inside Yuhang and Yuhang Investment Company, in the fund trading room, Li Meng, who has been paying attention to the trading situation on the market, can't help but He frowned and said: "The shadow of the failed market breakthrough on the 24th is still lingering in the minds of market investors. Under such circumstances, if the index wants to completely break through 2200 points, I am afraid there are still many variables."

"It doesn't matter." Su Yu smiled and responded, "The time-sharing energy is gradually declining. This proves that although investors on the market still have doubts and concerns about the Shanghai Stock Index breaking through 2200 points, they have not completely lost confidence. , and after the market adjustments and shocks in the previous few days, the floating chips in this range have been almost cleared. Although the current market bullish sentiment is not as strong as that on the 24th, the pressure above is obviously lighter than that on the 24th. Quite a few."

"In this situation..."

Su Yu paused and continued: "As long as someone takes the lead and withstands the first wave of selling pressure on the Shanghai Composite Index at 2200 points, then countless funds that will wait and see will quickly follow up. After all, the funds that were empty this morning will Quite a bit, and as long as the index crosses 2200 points and stands firm, it will be a new space."

"The various funds that were short this morning have not crossed the 2,200-point mark at this time."

"There is uncertainty in the market outlook."

"If you follow up at this time, it is called chasing highs, and it is called risky investment. But if the Shanghai Stock Index succeeds in breaking through 2,200 points, and you intervene at that time, it is called low-risk investment under certainty. Although the two intervene at a high position, It’s almost the same, but in terms of motivation and logic, it has completely different attributes.”

"In other words, it is normal for the Shanghai Stock Exchange Index to be temporarily weak below the 2,200-point mark."

"As long as it can stabilize after breaking through and can drive funds from all walks of the market to follow up, then this temporary weakness will be irrelevant."

"Then let's..." Seeing that Su Yu was confident, Li Meng relaxed slightly from the tight nerves in his heart and continued to ask, "Should we continue to wait and see what happens, or should we continue to add fuel to the fire and bring the index past 2200 Click the pass?"

Su Yu stared at the specific changes in the two markets, was silent for a moment, and responded: "Let's wait until the index retreats and shrinks, and the morning's increase is digested. The active funds and incremental funds in today's market will not be particularly sufficient. , if we want to add fuel to the fire and help the index break through, there is only one chance."

"So, wait for the market to fluctuate and digest another wave of floating chips near 2,200 points."

"Continue to reduce the pressure on the 2200-point mark, and you will have a greater chance. Be patient, be patient, and the opportunity is already very close."

As the two men spoke, the market trading time passed 11 o'clock.

After experiencing a unilateral upward trend for almost an hour and a half, the market prices of the two cities officially fell into a pattern of sideways fluctuations at intraday highs. The major core and main concept areas rose rapidly, and many concept stocks that had not completed the closure also followed. The index fluctuated at high levels during the session, and the trend gradually retreated, slowly returning to market rationality from the extreme following-the-trend sentiment.

"Hey, are you still short of breath?"

Seeing that the market was once again slipping from strong to weak at the 2200 point mark of the index, within Yuhang and Minghui Capital, in the trading room, the fund manager He Hong, who had already completely gone from bullish to bullish, couldn't help but feel depressed and lightly He sighed lightly and said: "It seems...the Shanghai Stock Exchange Index will not reach 2200 points before the holiday."

"Even if you can't touch it, it doesn't matter." Beside He Hong, general manager Xu Zhongji chuckled. "The index can rebound, which proves that the market rebound trend is still there. It cannot break through 2200 points for the time being. There will be another wave of market sentiment in the future. , and it will definitely pass, the key is still

It is today's rebound that has raised market expectations and everyone's appetite again. This is crucial. As long as there are expectations, there will be market trends. "

"and……"

Xu Zhongji paused and continued: "Looking at the market trend, if the index can stay sideways at the intraday high, it means there is still a certain upward potential. At this time, it is still too early to say that the 2200-point mark cannot be reached."

"Although the index has stayed sideways, it is still difficult to continue to rise, right?" He Hong was not as optimistic as Xu Zhongji in his heart, and said, "'Infrastructure', 'State-owned Enterprise Reform', and 'Shanghai Free Trade Zone' are the main supporting boards. In the field of core and main concept concepts, the related popular stocks have increased significantly, and those that should have reached their daily limit have already reached their daily limit. Under the uncertainty of the upward trend of the index, the desire of on- and off-site funds to follow the trend will definitely be greater. At a discount, the upward momentum of the index will only become lower and lower as the trading time goes by and in a volatile situation. "

"But it's not without a chance, is it?" Xu Zhongji said with a smile, "Today's market capacity has not been released on a large scale so far. If there are main funds that can't help but take the lead in breaking through, there is still a chance. "

"anyway……"

Xu Zhongji thought for a while and emphasized: "Don't move the positions we have entered. Let's wait and see first. If it is true that the index cannot break through here and cannot open up space, then it will not be too late for us to change our strategy. No matter what, "Today's market trend will not lead to excessive panic selling like on the 24th."

"Yeah, okay!" He Hong responded, turned back, and continued to stare at the two markets.

As he turned his gaze back, the time had arrived at 11:15. The market prices in the two cities maintained a high-level fluctuation mode, and although several major indexes had retraced somewhat from their previous intraday highs, the magnitude of the retracements was not significant. Large, among which the Shanghai Stock Index still maintained a 2% increase, sitting near the 2185 point.

Next, as the trading hours progress further.

As countless investors in and outside the two markets became more and more wait-and-see, the intraday high volatility pattern in the two cities was maintained until the midday close.

Finally, the moment came at 11:30.

The Shanghai Index was set at 2186.37, an increase of 2.11%, while the Shenzhen Stock Exchange Index and ChiNext Index rose by more than 1.5%, still maintaining a strong state of shock.

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