Chapter 389: Short Squeeze Continues, the Market Rises for Five Consecutive Days!
In addition to the index, the industry sectors and concept sectors of the two cities.
The industry sectors and concept sectors in the two main areas of "infrastructure" and "state-owned enterprise reform" still led the two cities. Among them, the two concept sectors of "real estate" and "public transportation" set off a daily limit wave. Among the constituent stocks of the sector, a total of nearly 20 stocks hit the daily limit; in addition to "infrastructure" and "state-owned enterprise reform", other fields, "Internet finance", "4G", "electronic information" and other concept sectors that tend to be "growth stocks" on the SME board and GEM, also performed quite well, and significantly outperformed the market index.
As for individual stocks...
The stocks with the strongest money-making effect are still in the fields of "infrastructure" and "state-owned enterprise reform".
Among them, the core hot stock, Beixin Road Bridge continued to rise by the daily limit, closing four daily limits in a row, and continued to refresh the hype space height of the market concept stocks; Shibei Hi-Tech and Shanghai Sanmao also closed the third consecutive daily limit, which can be regarded as the second echelon of the market core speculation; Yufa and Beijiang Jiaojian, as the rising stars of the main line of "infrastructure" and "state-owned enterprise reform", still closed by 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 small and medium-sized board and the GEM direction, also concentrated on a wave of more intense money-making effects. For example, GEM weighted constituent stocks such as Netspeed Technology, LeTV, Oriental Fortune, and Huayi Brothers all closed with an increase of more than 5%, and in the field of "Internet finance", Huake Jincai, Shanghai Steel Union, Jinzheng Shares, Changliang Technology and many other stocks all closed by the daily limit.
However, under the generally hot money-making effect of the entire market, there are still some unsatisfactory performances.
For example, the overall performance of the industry is sluggish, lacking expectations, and rarely cared for by major funds in the fields of "military industry", "nonferrous metals", "coal", "banking", "insurance", "securities", and their constituent stocks. Today, not only did they continue to significantly underperform the overall market index, but the performance of major funds on the market of most constituent stocks also continued to show a state of continuous outflow.
Among them, Hongdu Aviation, which once hit the daily limit yesterday, actually hit the daily limit today, and finally closed down 7.33%, ranking at the top of the decline list of the two cities; and several "coal" industry stocks such as Shenhua Coal Industry and Pingmei Energy, also hit a new low in the historical stock price in the past four years today.
Faced with this hot but also quite obvious closing result,
The vast majority of investors in the entire market remain optimistic and excited, while a small number of investors still sigh and complain that they only made money on the index but not on the money. A very small number of investors remain cautious, believing that the index will not have much room to rise in this differentiated situation.
"Today's trend is really beautiful. Now the Shanghai Composite Index has successfully stood above 2,300 points. I feel that this wave... Under the leadership of the two core themes of "infrastructure" and "state-owned enterprise reform", the Shanghai Composite Index can really stand above the bull-bear dividing line of 2,500 points and start a big bull market!"
In the heated discussions after the market, some investors were optimistic.
"It's hard to say. I feel that there are still quite big differences. The sectors of 'military industry, nonferrous metals, coal, banks, insurance, securities' are still motionless. There is no overall upward trend at all. And relying on the two main lines of 'infrastructure' and 'SOE reform' alone, I think it is still quite difficult to drive the entire market across the 2500-point bull-bear line."
"Hey, don't say it. It really feels like I'm making money on the index but not on the money."
"There are a lot of stocks that underperformed the market today, right? It seems that apart from the stocks of the two core main lines of 'infrastructure' and 'SOE reform', there are not many other sectors that sell the market index."
"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 is from local to overall divergence. Look at the two obvious rebounds last year. Which one did not have changes from local to overall? Strong stocks will rise first, and weak stocks will rise later. It will be their turn sooner or later. At this time... the most important thing is, You still have to have the confidence to hold your shares and don't be washed out. "
"Yes, let alone a bull market, there will definitely be a rebound."
"According to the performance of the two main lines of "infrastructure" and "state-owned enterprise reform" before and after the holiday, it is estimated that there is still a lot of room for upward movement."
"There is definitely room, there is no doubt about it."
"From the K-line trends of many popular stocks in the two main lines of "infrastructure" and "state-owned enterprise reform", these stocks have just broken through all the moving average suppression at their current positions and have just completely walked out of the bottom oscillation range. There is not only room for follow-up, but also a lot of it."
"I also feel that this wave of the main line of "infrastructure" and "state-owned enterprise reform" is 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 market dominated by hot money."
"Yes, yes, this market is dominated 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 long-term funds such as large institutions, these two main lines of market are definitely not short-term conceptual speculation, and are most likely to be trend investment prices throughout this year. "
"In terms of market news, the benefits in the direction of 'state-owned enterprise reform' are also continuing to happen, right?"
"Well, yes, 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 in the market are definitely not stupid. They are rushing to raise funds in this way, and they must be in this direction, with good news and market conditions."
"There must be a market, otherwise would President Su be betting 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 four consecutive times! 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 correct."
"People who are afraid of heights are suffering. 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."
"It is relatively safe. I think it is better to buy a group of core stocks such as 'Huaguo MCC, Huaguo China Railway, and Huaguo Construction'. These stocks are also popular leading stocks in the fields of 'infrastructure' and 'state-owned enterprise reform', as well. 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."
"Either way, I think as long as we go in the right direction, it 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 always locked 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 of all parties, and everyone has the same expected direction. Only then can these two main lines continue to rise. Right? It is also 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, time quickly moved to 5:30 pm.
At this time, the dragon and tiger lists of the two cities were announced.
A total of 28 stocks from the two cities were seen on the list, exceeding the number of stocks on the list yesterday. At the same time... As everyone expected, Su Yu's two major seats of 'Fortune Road' and 'Resurgence Road' continued to be invisible, with no appears on the buying and selling seats of any stock, and according to the buying and selling data disclosed by 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 continue to be optimistic , the internal chip structure of each popular stock on the list continues to be optimized.
"Sure enough, Mr. Su continues to lock up the position."
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 said anything yet. Beixin Road and Bridge will definitely continue to rise tomorrow."
"Hey, I shouldn't have hesitated today. I missed so many 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, bull!"
"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 such as 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 Mr. Su intervened in the two main areas of 'infrastructure' and 'state-owned enterprise reform', especially with the pre-holiday 'Yuhang 1 The positions of the two funds "No. 2" and "Yuhang No. 2" have been announced, and the wealth code has been clearly laid out in front of everyone. "
"Hey, I know, I know, but I'm just hesitant. I always feel like there are many popular stocks that are about to pull back at any time."
"However, being trapped in the air is even more uncomfortable than being trapped under a quilt."
"It's true, when I lost money and was trapped, I felt very calm, 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 at 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 The situation 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 off-site investor group.
These groups of off-site investors who had originally lost confidence in the stock market, after noticing the continued profit-making effect of the market regrouping, began to be moved, and their hearts rekindled 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 2,000 points to 2,300 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 urgent desire to increase their positions in these asset management institutions, which have few or basically no stock positions.
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 continued 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 further spread of the market. Enter the market at any time.
Overall…
With Su Yu's 10 billion capital scale and his own influence, he opened the curtain on the two main lines of 'infrastructure' and 'state-owned enterprise reform', guiding the market sentiment and the main funds in the market to join forces. After making a market, 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 points to 2200 points, the entire on-site and off-site investment environment and long-short patterns are undergoing significant changes. The chemical reaction, the potential bull power and the incremental amount of 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 on-site and off-site capital.
As a market regulator.
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 problem of "listing barrier lake", 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 current excited on-site and off-site investor groups, as well as the asset management institutions that smelled the "smell of making money" and were preparing to increase their positions and re-increase their stock holdings, could not know at this moment that everyone was still excited and optimistic about the future market and looked forward to the opening of the market tomorrow.
In this relatively optimistic mood, and the rapid changes in the on-site and off-site funds.
In the evening, the US stock market fluctuated higher again, maintaining a relatively strong state.
On the second day, Wednesday, May 7, the market opened again.
After a relatively fierce 10-minute call auction, the Shanghai Composite Index continued to open higher. At the same time, the core leading stocks of the two markets, Beixin Road Bridge, showed a trend of shrinking volume and daily limit.
Then, it officially opened at 9:30.
After a brief shock, the Shanghai Composite Index continued to break upward under the continued strength of the two main lines of "infrastructure" and "state-owned enterprise reform". In just 12 minutes, it refreshed yesterday's intraday high, and refreshed the new high of this round of rebound to above 2320 points, reappearing the short squeeze market.
Then, at 10 a.m., more than 100 concept stocks in the entire "state-owned enterprise reform" sector were once again chased and popular by funds from all parties. With the rapid inflow of countless main funds, the relevant constituent stocks also set off a daily limit wave again. Among them, China Railway Construction came from behind and went straight to the daily limit under the strong buying of hundreds of millions of funds.
At 11 a.m., the market conditions of the two markets once again diverged from the fields of "infrastructure" and "state-owned enterprise reform" to the field of oversold low-level stocks in the entire market. Among them, the "white wine" concept sector in the consumer field rebounded sharply, and core stocks such as Qianzhou Moutai, Luzhou Laojiao, and Jincheng Fenjiu all rose by more than 3%.
At 11:30 a.m., the two markets 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 by nearly 1%. The trading 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 structure of chips in the market remains stable.
After the midday closing, the market investment sentiment continued to ferment.
Pay attention to the stock market. The voices of increasing positions and going long in the market and outside the market are getting higher and higher, whether in the institutional group, the hot money group, or the majority of retail investors.
In this situation where the bullish sentiment is getting higher and higher, the expectations for the bullish market outlook have basically converged.
Time has reached the afternoon trading stage.
For a time, the Shanghai Composite Index, the Shenzhen Composite Index, and the ChiNext Index all showed an accelerated breakthrough trend.
At 1:30, the Shanghai Composite Index rose all the way, refreshing the intraday high to 2340 points. The Shenzhen Composite Index and the ChiNext Index rose by more than 1.2%. Among them, the two main areas of "mobile Internet" and "smartphone industry chain", which were previously abandoned by many major funds, once again ushered in a strong buying attack. Almost all the related hot stocks in this field have all ushered in a big rise.
At 2:10, the Shanghai Composite Index rose by 2%, and the Shenzhen Composite Index and the ChiNext Index rose by more than 1.5%.
At 2:40, the number of red stocks in the two markets of nearly 2,000 stocks once again reached more than 92%, among which the number of stocks with daily limit broke through to more than 60.
Finally, the market closed at 3 pm.
The Shanghai Composite Index rose by 2.11% and closed at 2351.77 points; the Shenzhen Composite Index and the ChiNext Index rose by 1.73% and 1.82% respectively. The performance of the major indexes was more similar than yesterday, which also showed that the market has gradually spread from a differentiated market to a general market.
Of course, under this market pattern.
The two main areas of "infrastructure" and "state-owned enterprise reform" have seen a more obvious market spread and acceleration.
The "state-owned enterprise reform" concept sector index rose by 4.88%, leading the two markets. Related sub-concept sectors, such as the "Shanghai Free Trade Zone", "real estate development", "building materials", "building decoration", "high-speed rail", "public transportation", "petrochemical oil and gas", and a series of sectors that overlap with the "state-owned enterprise reform" concept sector, also performed quite well, significantly outperforming the overall market index.