Chapter 350 The First Shot of the Market!

Seeing the continuous flow of buying orders, and due to the leading role of the "building decoration" industry sector, various industry sectors such as steel, building materials, and real estate have also been gradually driven up. The core stocks in the industry sector continue to attack upward. In the market, the attention and emotions of investors can't help but become more and more intense.

"Fuck, isn't it a scam?"

Seeing the market sentiment diverge instantly, the intensity of the main funds' attack continued to increase. Among the investors who paid attention to the market, those who had previously claimed that it was the main force's self-rescue and pulse fluctuations could not help but exclaim at this moment. The original bearish idea was instantly shaken in the continuous breakthrough of the rise in various sectors.

"What logic is this? This rise... I don't understand it."

"Building decoration, building materials, steel, real estate... Look at these leading sectors, it is obvious that they are all rising around "infrastructure" and "real estate"!"

"They are all big players in traditional sunset industries. Has the real estate industry recovered?"

"In terms of macroeconomic policies, there has indeed been some loosening of the real estate industry, but it is probably too early to say that it has recovered? As far as I know, many large companies in the real estate industry currently have high inventory of houses, poor financing, and the entire real estate market transaction volume and prices are still in a downturn. There is no sign of industry recovery at all."

"Then what is the logic behind this rise?"

"Although the real estate market has not recovered yet, There are signs of recovery, but in the field of infrastructure, the growth is prominent, right? "

"According to the financial reports of many companies that have been released, the performance of "dumb and rough" stocks such as steel and cement does show signs of recovery, but the market attention is no longer in this aspect, and even if the industry's growth is prominent, the space is very limited, right? These traditional sunset industries have no valuation advantages at all. I don't think there is any sustainable market logic. "

"Let's look at the oversold rebound first. Although these "dumb and rough" stocks have a bad future prospect and serious overcapacity in the industry, they have fallen hard before. I think it is normal to rebound. "

"Yes, the harder it pulls, the clearer the logic of the oversold rebound. "

"After all, according to the routine of the main funds, after a sharp pull, the market sentiment and emotions are quickly accumulated, and then a large number of followers rush in to take over. Let it rise. Even if the stock of this traditional field with no prospects rises to the sky, it has nothing to do with me. The future market hope is obviously still dominated by the GEM."

"Yes, yes, technology is the future. It is better for these "stupid and rough" blue chips with no prospects to die!"

"Steel, construction, real estate... these large-cap low-priced stocks are the favorites of uncles and aunts. Just watch, this field with no prospects will rebound for at most one day and then fall back."

"Hey, damn... the stock of High-tech Development also went straight to the daily limit! Are you sure this is Oversold rebound? "

"In the construction and decoration industry sector, 10 stocks have risen by more than 5%. This capital attack strength... is it really a rebound, not a reversal?"

"Ah! The net inflow of the main capital of the entire construction and decoration sector has reached 700 million. No matter whether it is a rebound or a reversal, in this case, I will follow the first hand. The main capital will buy in such a large amount, it will not bury me, right?"

The crowd was discussing fiercely...

The sectors surrounding "infrastructure" such as construction and decoration, building materials, steel, and real estate have become stronger and stronger in the process of "Yuhang Investment" continuously investing funds to pull the market. As the trading time goes by, the trends of several major sectors are becoming more and more closely linked.

"It's the 'infrastructure' sector that has broken out!"

After 'China Construction, China Metallurgical, China Communications Construction, China Railway Construction, China Railway' all rose by 5%, Beixin Road and Bridge, High-tech Development, and Pudong Construction three stocks have been closed up, and the entire 'construction decoration' industry sector has been fully erupted. In the trading room of Zexi Investment in Shanghai, Xu Xiang stared at the market with a surprised look on his face: "The market's trend choices are always so unexpected."

Since the market bottomed out and rebounded, after the main funds of all parties in the market failed to continuously make the two core lines of 'mobile Internet' and 'smartphone industry chain' in the SME board and the GEM, he realized that the main style of the market might change, but he did not expect that it would be 'infrastructure' that took on the heavy responsibility of breaking through and became the strongest market since the rebound of the market.

"It feels like the main funds that triggered today's market are not simply trading around 'infrastructure'." Following Xu Xiang's words, fund manager Zhou Kan said, "Boss, look... the stocks with the most obvious changes and the strongest performance on the market, whether they are individual stocks in the construction decoration and building materials sectors, or individual stocks in the steel and real estate sectors, basically have one feature, that is, the controlling parties are all state-owned institutions."

"Rather than saying that the main funds are trading at the point of infrastructure, it is better to say that it is 'state-owned enterprise reform'."

"Of course, looking at the market, there is also the concept of 'preferred stock pilot' hidden in it. After all, according to the 'preferred stock pilot document' announced by the regulatory authorities before, blue chips are obviously the first to benefit."

Hearing Zhou Kan's reminder, Xu Xiang pondered for a while and said, "It's true. It seems that the 28-division pattern of the market is brewing. All the positive factors in the direction of the regulatory authorities are basically released in the field of blue chips. The timing of this fund trading is also very clever."

Before the comprehensive breakthrough of 'infrastructure'.

In the entire market, hot spots have fallen into a state of scarcity. Old hot spots cannot be speculated on, and new hot spots have no continuous capital to follow. As a result, funds from all walks of life cannot find a breakthrough direction for a while. Under this situation, 'infrastructure' comprehensive Breakthroughs, creating popularity and emotions, as well as strong money-making effects, instantly attracted the participation of funds from all walks of life who could not find a breakthrough direction.

"Boss, do you think...there is hope for a reversal in this field?" Zhou Kan paused and continued, "Will the market surrounding 'infrastructure' become the next core line of the market and lead the market further?" Hope for a rebound?”

"Judging from today's capital follow-up effect, there is such a probability." Xu Xiang said, "But to determine whether this is the main line in the future, it must be based on the degree of fermentation of market sentiment and the following trading days. It can only be judged by the persistence and popularity of the market.”

"Then shall we... follow now?" Zhou Kan asked.

Xu Xiang pondered for a moment and said: "Let's take a look first. If it is really the core main line of the market, if we take the opportunity on the right side, the profit will not be too bad."

His research on the two major fields of ‘infrastructure’ and ‘real estate’ is not in-depth.

Therefore, faced with the sudden outbreak of stocks in these two major fields, he still had to take a look at the market's reaction and sustainability before he could make up his mind to follow. After all, none of the previous blue-chip large-scale riots were unprecedented. Therefore, although he felt that there was a high probability that the market would undergo a 28-20 transition, he still had a cautious attitude towards this and was willing to give up the cost advantage of early intervention in building a position and choose a more certain right-hand position. Side trading opportunities.

But at that moment Xu Xiang stood still and watched the changes.

In the Shenzhen market, within Xiniu Fund, fund manager Fang Xinsheng was overjoyed and hurriedly ordered traders to increase their positions in the core stocks of 'big infrastructure' that led the market today.

"Sure enough, I said that the direction of market breakthrough must be born in the field of 'infrastructure'." Fang Xinsheng said excitedly while instructing traders to increase their positions, "Real estate has recovered, urbanization, rural construction and other infrastructure have accelerated significantly. , the entire "infrastructure" is growing rapidly. There is no field in the current market where the expectations are so different. As expected, it has finally exploded. "

In his trading strategy, he doesn't care about emerging industries or traditional industries.

He only focuses on the areas in the market with the largest differences in future expectations, relatively speaking, the areas with the most potential and the most worthy of speculation. Whether that area is a traditional industry or an emerging industry, as long as such an opportunity appears and is verified by the market trend, then... …He didn’t hesitate to take action.

"But Manager Fang...there were expectations in this field before, so why didn't it get stirred up?" Mou Zhengxing, the trading team leader, asked while operating, "How can we judge whether this market outbreak in the 'infrastructure' field is a reaction?" Turn instead of oversold rebound?”

Fang Xinsheng replied with a smile: "In the market, it does not mean that there is a difference in expectations, there must be a market trend. Indeed, according to our research, the demand in the 'infrastructure' field has long been highlighted, and the regulatory authorities have relaxed policies in the real estate field. , is also continuing to increase. In other words, the expectation of reversal in this field in the future has been increasing. "

"However, you have also seen that the market has turned a blind eye to this before."

"The valuations of core stocks have not only failed to improve amid market changes, but have been further compressed in the past month or two."

“Does this prove that the market is wrong? No!”

"As for the market itself, there are expectations and valuation advantages. This is just the basic condition for the market to break out, and it does not necessarily mean that it can really come out. If you want the market to really come out, you still need a catalytic effect, and this In my opinion, the catalyst for the market... is the market's capital, sentiment, and resonance with market macro conditions and favorable policies. Only when these resonance conditions are achieved can the market really explode. "

"Let's look at today's market..."

Fang Xinsheng paused and continued: "Industry sectors such as 'building decoration, building materials, steel, and real estate' are interconnected, and core stocks are all rising in volume and price. In addition, state-owned enterprise reforms, preferred stock issuance, etc. Favorable stimulus from macro policies has led to a large-scale influx of hot money into this field for speculation.”

"The funds in the entire market have formed a synergy under this situation."

"In this way, all conditions have resonated, which shows that breakthroughs in the field of 'infrastructure' are effective and have strong support. We can follow up boldly with confidence."

"Furthermore, even if our judgment is wrong, this area has been completely abandoned by the market before, and the valuation has been compressed to the limit. Even if it is an oversold rebound, the stock price rebounds and then falls back again. Our bargaining chip to intervene at this position is The magnitude of the loss will not be large, and the risk of misjudgment is fully bearable for us.”

"Understood!" Mou Zhengxing nodded, "Thank you, Manager Fang, for your answer."

Fang Xinsheng nodded slightly and continued: "In the early stage of the market, there must be hesitation, but as the money-making effect increases, the logic of this main line will only become clearer and clearer, and more and more people will follow it by then. Realizing that there are investment, speculative opportunities here.”

As he spoke, the market trading time had passed 11 o'clock in the morning.

At this moment, the market trend has become more obvious and clear.

Among the two cities, the four major industry sectors of "building decoration, building materials, steel, and real estate" that revolve around "infrastructure" all increased by more than 2%, leading the other industry sectors in the two cities and being the first to change. , the construction and decoration industry sector, which is responsible for today's "infrastructure" main line breakthrough, has increased by 4.73%. 16 stocks in the sector have increased by more than 5%, of which 4 stocks have sealed their daily limit, and 7 stocks have increased by 7%. Above, there is a strong trend of setting off a rising limit trend.

In addition to industry sectors...

In terms of concept sectors in the two cities, the two major concepts of "state-owned enterprise reform and preferred stock pilot" led the gains.

Of course, among the two major concept sector stocks that led the gains, the ones at the top of the gainer list were a group of stocks with the attribute of "infrastructure".

As for the small and medium-sized board, GEM 'mobile Internet', 'smartphone industry chain' related concept sectors and their popular stocks that have attracted much attention in the past, today they have been greatly drained by the 'infrastructure' sector that has been fully rioted. In 'infrastructure' In the rebound from the all-out riots, this field not only did not rise, but also fell a lot, and various related concept sectors showed capital outflows.

And thanks to the overall promotion of the "infrastructure" sector.

Today's gains in the Shanghai Stock Exchange Index also outperformed the Shenzhen Stock Exchange Index and the ChiNext Index, a rare display of the "market big brother" style.

"The main line of infrastructure construction should be completed, right?" Seeing the market changes that were obviously better than expected, Yuhang, inside the Yuhang Investment Company, in the trading room, the fund manager Li Meng stared at the big screen of the trading room, and finally relaxed. He took a breath, turned his head and looked at Su Yu, and said, "We have identified the theme, and we have also released the first shot of the market. Next... it depends on the emotional fermentation of the market, as well as the funds on and off the market. Follow up."

Su Yu nodded slightly and said with a smile: "The first shot has been fired, and the hesitation period at the beginning of the market has passed. The subsequent problems will not be big."

"Yeah!" Li Meng responded, "Whether it is the market or individual stocks, after more than a month of continuous shrinkage, and after the panic of the last drop was cleared, the chip pressure at this position is no longer great. As long as We have set the market direction, and it is not difficult to continue to induce upward breakthroughs in the future. According to the trading strategy we formulated before, now... it should be at least 70%, right? "

"About 80%!" Su Yu said, "As long as there is no sudden extreme bad news in the market, there should be no surprises when the main line of 'infrastructure' comes out. By the way, how many chips were bought in total this morning?"