Chapter 630: The Emergence of a Big Monster Stock!
After that, the next half month.
The Shanghai Stock Index is trapped in the range of 2700 points to 2900 points. At the same time, the two major industry lines of 'infrastructure' and 'military industry' that support the Shanghai Stock Index, as well as many industries surrounding the 'Eurasian Economic Belt', 'New Era Road, and Maritime Silk Road' , 'Reform and Reorganization of Central Enterprises and State-owned Enterprises' and other conceptual sectors that have fluctuated on the main lines of concepts have also fallen into a trend of heavy volume stagnation and range adjustment, and have been unable to break through upward.
Of course, at a time when the core and popular main lines of these markets continue to surge and fluctuate.
Low-level main lines, such as 'technological growth', 'big consumption', and 'big finance', also show a range-bound trend.
It can neither form a sustained money-making effect, nor can it gather the concerted efforts of funds.
And just when the entire market fell into a stagflation trend of heavy volume and sideways trading.
When the time turned to October, while the market still maintained a capacity of about 400 billion, a stock called "Blue Stone Heavy Equipment" was listed.
Before this check was listed, it was extremely unfavorable by market investment institutions due to its performance decline for three consecutive years.
Plus a super low price release.
As a result, investors who subscribed thought that this was just a time for toothpick meat.
After "Blue Stone Heavy Equipment" was launched on the market, it was hyped by the active hot money groups in the market because it combines the two core concepts of "nuclear power" and "military industry".
First, there were 15 consecutive infinite straight boards that exceeded expectations.
Before the listing, institutions that were generally not optimistic about it, as well as investor groups both on and off the market, were shocked.
Subsequently, after the one-word board was opened, the daily limit was closed continuously, and it directly became the stock with the highest increase and the largest number of consecutive boards among the newly listed stocks this year.
"Oh my God, you're crazy. The check for 'Blue Stone Heavy Equipment' is already on the 18th board today."
On Wednesday, October 22nd, at 9:35 in the morning, inside the main fund trading room of Yuhang and Yuhang Investment Company, Wang Can, the trading team leader of the main fund group 1 of 'Yuhang No. 1', stared at 'Blue Stone Reload' This was already the most popular stock in the two cities. Seeing this check once again, with the joint efforts of many funds, continue to block the daily limit within just a few minutes of the opening of the market, my eyes widened and I was shocked: " Is the sky the end of this stock? This money-making effect is simply explosive!”
"The market has been holding back for more than a month. After finally waiting for a leading concept to come out, why don't you just hype it to death?" Beside Wang Can, Zhao Lijun chuckled, "But it did clearly exceed expectations. 18 daily limit, the market How long has it been since we last met?”
"The last time we met was probably during the bull market in 2007, right?" Zhu Tianyang also responded.
Liu Yuan stared at the market performance of 'Blue Stone Heavy Equipment' which continued to rise. After thinking for a while, she looked at Su Yu in the trading room who was staring at the big screen of the market and asked: "Master, 'Blue Stone Heavy Equipment' is playing With such a room for growth exceeding expectations, it should also drive the 'military industry' line upwards, right?"
Su Yu nodded slightly and said, "That's for sure. Moreover, more than that, the continued higher-than-expected increase in the 'Blue Stone Reload' check will also greatly affect the mood both inside and outside the market, causing more incremental funds to enter." It comes from the market, 18 daily limit boards, what a great advertising effect.
At this moment, many potential investor groups outside the market are already gearing up and ready to rush in with funds.
Of course, the above-expected trend of this check has a very obvious promotion effect on the main line of 'military industry'.
However, ‘military industry’ and ‘infrastructure’ are the most popular main lines in the market.
In the recent month of continuous heavy volume and shock trends, the internal chip structure has been completely dispersed.
At this time, under the stimulation of the high-intensity money-making effect of the "Blue Stone Reload" check, even though there is a high probability that it will rise for a while, it is not very sustainable.
For the popular main lines of the major markets of ‘infrastructure’ and ‘military industry’.
At this stage, it is an obvious selling point, not a buying point. "
"Yes, I agree." Li Meng stood beside Su Yu and responded with a smile, "At this stage, many major financial groups should have withdrawn from core and popular main fields such as 'infrastructure' and 'military industry'. When all the chips in these core main line fields are scattered, especially when the index is upward and there is already great market pressure, it is basically impossible to create space upwards in one go as before.
but……"
Li Meng paused and then said: "In the current market, although the core main lines of the market, 'infrastructure' and 'military industry', have lost the consistent power of a strong upward attack, other markets, such as 'technological growth', ' In the main areas of "big consumption" and "big finance", we still have not been able to gather consistent expectations and funds to work together to do more!
Especially the main line area of ‘big finance’, which we currently have a heavy position in.
After we basically completed the position adjustment and gradually increased the position weight of the main line of 'Big Finance' to almost 45%, there has been no breakthrough in the market's macro news!
I'm worried...
With the further entry of incremental OTC funds into the market.
With the further increase in the volume of the two markets, in terms of market macro news, there has been no heavy news coming out in the direction of 'big finance', or in other words, the main funds of all parties in the market, in the direction of 'big finance', If consensus expectations are not formed for a long time.
I am afraid that the two main areas of "technological growth" and "big consumption" which are relatively adjusted and relatively sufficient.
will come out before the main line of "big finance"!
When the funds on the spot are attracted by the two main lines of "technological growth" and "big consumption".
The difficulty of leveraging the main line of "big finance" will increase significantly. At the same time, by then, the main funds in the market will become more dispersed, making it unfavorable for the index to break through.
If the funds are on the main lines of "technological growth", "big consumption" and "big finance".
It is always impossible to form a consistent expectation situation.
Then, it is still hopeless for the index to break through the 3,000-point mark. If the index cannot break through the psychological mark of 3,000 points, everyone still has huge doubts and concerns about the "bull market" in their hearts. When the "bull market expectation" cannot go further, then the incremental funds entering the market will probably be limited to 400 billion to 500 billion at most, and there will be no large increase. "
Su Yu asked Li Meng with a smile: "So, how does Mr. Li plan to deal with the current market trend? Actively stimulate the line of 'big finance'?"
Li Meng had this idea in mind and replied: "What do you think, Mr. Su?"
Su Yu thought about it and continued with a smile: "It's not that we can't actively stimulate, but we have to wait until the trend of 'Blue Stone Heavy Equipment' ends, and the investment sentiment of the entire 'infrastructure' and 'military industry' main lines completely turns from prosperity to decline. Only then is it the best time to take the initiative to guide the market!
At present, many people still have great expectations and flukes for the corresponding hot main lines of 'infrastructure' and 'military industry' that have been slow to open up and continue to increase in volume and stagflation. They think that these hot main lines can continue to get rid of the current shock box and quickly break upward.
Don't knock down this expectation and fluke in these people's hearts.
These group funds will not quickly transfer to the low-level main line area.
What's more, on the current market macro news, some of the news we expected is still not clear.
In this situation, if we want to guide the market to change in the direction we expect and hope, we have to make full use of the capital trading seats and the corresponding influence to guide the market's investment sentiment and speculation sentiment to the direction we hope.
Of course...
As I said, all trading operations and guiding operations.
We still have to follow the market's own emotional response and potential market trend changes. The so-called following the trend can achieve twice the result with half the effort.
Otherwise, going against the trend will only achieve half the result with twice the effort, and at the same time, it may not be able to reverse the existing market trend and trend. "
"Mr. Su, according to your meaning..." Zhang Guobing responded after a period of silence, "The check of 'Lanshi Heavy Equipment' cannot continue to play upward. When the continuous board ends, it is time for us to show the trump card of the trading seat on the Dragon and Tiger List and fully pull the main line of 'Big Finance'? "
Su Yu smiled and nodded, saying: "It's about this time point. In short, we must make our pull-up action resonate with the market's own emotions and expectations.
The streak of the check "Bluestone Heavy Equipment" has ended.
In fact, it also means that the hype of the core main line of "military industry" has come to an end.
In this way, we can easily guide the mood of "military industry" and "infrastructure" from prosperity to decline by guiding the market in other main lines, and it is also easy to make the funds gathered in the current market's several hot main lines switch spontaneously. "
"I understand!" Zhang Guobing heard Su Yu's analysis, pondered for a while, and nodded.
"At present, we should not have many chips in the hot main lines of the market such as "infrastructure" and "military industry", right?" Su Yu asked.
Li Meng took a look at the background holdings data summarized by several main funds, and said: "The total holdings of several funds in the main lines of "infrastructure" and "military industry" account for less than 10%. If we are willing, with the current market's relatively abundant liquidity, we can sell all these chips in one day. "
"Well, that's good! "Su Yu nodded slightly, "This part of the chips, wait for 'Lanshi Heavy Equipment' to open and fall, and when the sentiment of the entire 'military industry' main line is interpreted to the extreme, when there are signs of reversal, sell them in a concentrated manner."
After speaking, Su Yu's eyes returned to the two market trends displayed on the big screen.
Under the continuous limit-up of the newly listed big monster stock 'Lanshi Heavy Equipment', the entire 'military industry' main line, as well as the entire 'nuclear power' concept sector, have risen rapidly again. For example, 'Chengfei Technology, Fushun Special Steel, China Airlines Heavy Machinery, China Airlines High-Tech, Aerospace Development, Hongdu Aviation...' and other old monster stocks in the 'military industry' field have exploded and risen, and the money-making effect of the corresponding concept sector has once again rebounded rapidly.
At the same time, thanks to the entire 'military The riot of the "infrastructure" sector.
The corresponding industry sectors and concept sectors of "infrastructure", which have always been linked to the "military industry" sector, also moved synchronously.
A number of early popular concept stocks in the entire "big infrastructure" main line field, as well as core weight stocks, also rose rapidly.
And with the continued rise of the main lines such as "military industry" and "infrastructure".
The Shanghai Composite Index once again launched a charge towards the 2,900 point position, and the volume of the two markets was further expanded simultaneously.
"Today's market trend feels like a big sun is expected!"
Around 9:45, in the trading room of the main fund ‘Yinghui No. 1’ in Yinghui Fund Company, Shanghai, Yu Lei, the trading team leader, smiled and stared at the main lines of ‘military industry’ and ‘infrastructure’ that were in full swing, as well as the core hot stocks and concept leading stocks that all launched the charge in the early stage, and said with emotion: “The check ‘Lanshi Heavy Equipment’, today’s daily limit, is really the soul board of the market, directly leveraging the overall sentiment of the market!”
Liu Guanhai stood beside Yu Lei, his eyes also staring at the market on the big screen in the trading room, and said: “Indeed, it is the 18th daily limit. Who would have thought that the check ‘Lanshi Heavy Equipment’ could reach this height? It can actually drive the sentiment of the entire market.
There is no doubt that this check has become the most core concept leader in the two cities.
As long as this check does not die.
Then, the main theme of "military industry" has something to write about.
Hehe, the two main industry themes of "infrastructure" and "military industry", as well as the concept sectors that fluctuate around the concepts of "Eurasian Economic Belt", "New Era Road and Maritime Silk Road", and "Reform and Restructuring of Central Enterprises and State-owned Enterprises", have been fluctuating and adjusting for a month. It is hard to say whether this wave... will take advantage of the extreme money-making effect of the "Blue Stone Heavy Equipment" check, break through the previous shock box, form the second main rising wave, and bring the Shanghai Composite Index to 3,000 points. "
"Well, I have this feeling too." Yu Lei nodded and responded, "The trend of the "Blue Stone Heavy Equipment" check after it was listed really exceeded market expectations, which was simply jaw-dropping.
And the continuous board space created by this check, and the condensed money-making effect.
There is also the valuation effect.
They can all promote the entire "military industry" main line.
There is a high probability that the entire "military industry" main line sector, a number of core stocks, and concept stocks similar to "Lanshi Heavy Equipment" will be revalued again, ushering in further speculation opportunities.
At the same time, the two major industry main lines of "infrastructure" and "military industry", as well as a number of concept sectors that have fluctuated around the major concept themes of "Eurasian Economic Belt", "New Era Road, Maritime Silk Road", and "Central Enterprises and State-owned Enterprises Reform and Restructuring", have been adjusted for a month in a row. They have also adjusted sufficiently and have the potential and motivation to break through again.
There is also...
The check of "Lanshi Heavy Equipment" has condensed such a strong money-making effect and high speculation space.
It will also directly stimulate the potential of the off-site In the investor group, a large number of market transactions have been launched, which has further brought huge incremental funds to the market.
With the intervention of huge incremental funds.
In the case that low-level main lines such as "technological growth", "big consumption", and "big finance" still cannot gather popularity and continuous money-making effects, and cannot open up space, and cannot form a consistent willingness of the main funds of all parties to go long, what choice can the huge fund groups inside and outside the market have?
There is no doubt that they will continue to focus on going long on the major market main lines of "infrastructure" and "military industry".
Further grab the chips of related core stocks, continue to push up the valuations of these major hot main line core stocks under the continuous advancement and enhanced future expectations, and finally push the Shanghai Composite Index over the 3,000-point mark, playing a real "bull market effect" and "big bull market expectations"! "