Chapter 388: Continuing short squeeze, the market continues to be positive for five consecutive days

In addition to the index, the two cities also have industry sectors and concept sectors.

I saw that the industry sectors and concept sectors in the two main areas of 'infrastructure' and 'state-owned enterprise reform' still led the gains in the two cities. Among them, the two major concept sectors of 'real estate' and 'public transportation' set off a daily limit trend. Within the sector constituent stocks , a total of nearly 20 stocks have reached daily limit; in addition to 'infrastructure' and 'state-owned enterprise reform', other fields, such as 'Internet finance', '4G', 'electronic information', etc. are biased towards the 'growth stock' route of small and medium-sized boards and GEM. The concept sector also performed quite well, outperforming the broader market index by a wide margin.

As for individual stocks...

The strongest money-making effects are still stocks in the fields of "infrastructure" and "state-owned enterprise reform".

Among them, the core popular stocks Beixin Road and Bridge continued to hit the daily limit, closing four daily limit boards in a row, continuing to refresh the speculation space of market concept stocks; Shibei Hi-tech and Shanghai Sanmao also closed the third consecutive daily limit board, which is regarded as the core of the market The second echelon of speculation; Chongqing Development and Beijiang Communications Construction, as rising stars in the main lines of 'infrastructure' and 'state-owned enterprise reform', still closed at 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' sector in the direction of small and medium-sized boards and GEM, have also experienced a wave of relatively drastic money-making effects, such as GEM stocks such as Wangsu Technology, LeTV, Oriental Fortune, Huayi Brothers, etc. The weighted constituent stocks all closed with gains of more than 5%, and in the 'Internet finance' field, many stocks such as Huake Financial, Shanghai Steel Union, Jinzheng Shares, Changliang Technology, etc., all closed their daily limits.

However, despite the generally very hot money-making effect of the entire market, there are still some companies that are not performing so satisfactorily.

For example, the overall performance of the industry is sluggish, lack of expectations, and there are few main funds to pay attention to the fields of 'military industry', 'non-ferrous metals', 'coal', 'banking', 'insurance', 'securities', and the constituent stocks within the sector. Not only did it continue to significantly underperform the gains of the broader market index today, but the performance of main funds on the market for most of the constituent stocks also continued to show continued outflows.

Among them, Hongdu Airlines, which once hit the daily limit yesterday, actually fell to the limit today, and finally closed down sharply by 7.33%, ranking at the top of the decline list of the two cities; there are also several "coal" industry stocks such as Shenhua Coal and Pingmei Energy. Today, It actually once again hit a new historical low in stock prices in four years.

Faced with this closing result that is both fiery but also quite differentiated.

Among the investor groups in the entire market, the vast majority of investors remain optimistic and excited. A small number of investors still sigh and make only index profits but no money. A very small number of investors still remain cautious. Attitude, I believe that the index will not have much room to rise in this differentiated situation.

"The trend today is really beautiful. Now the Shanghai Stock Exchange Index has successfully reached 2,300 points. It feels like this wave... the Shanghai Stock Exchange Index, under the leadership of the two core themes of 'infrastructure' and 'state-owned enterprise reform', can really stand on the 2,500-point bull-bear split. Boundary, start a bull market!"

Amid the heated discussions after the market closed, some investors expressed optimistic thoughts.

"It's hard to say. I feel that the differences are quite big. The fields of 'military industry, non-ferrous metals, coal, banking, insurance, securities' and other sectors are still motionless. There is no overall upward trend at all, and 'infrastructure',' The two main lines of state-owned enterprise reform are to drive the entire market beyond the 2,500-point bull-bear line. I think... it is still quite difficult."

"Hey, stop talking, it really feels like you're making money but not making money."

"A lot of stocks underperformed the market today, right? It feels like except for the two core stocks of 'infrastructure' and 'state-owned enterprise reform', there are not many people selling the market index in other sectors."

"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 divergences from the local to the whole. Look at the two obvious rebounds last year. In which time did there not be changes from local to overall? Strong stocks rose first, and weak stocks rose later. Sooner or later It’s your turn, at this time... the most important thing is to strengthen your confidence in holding shares and don’t get washed out.”

“Yes, let’s not talk about the bull market or anything like that, there is definitely still a rebound in the market.”

"Based on the performance of the two main themes of 'infrastructure' and 'state-owned enterprise reform' before and after the holiday, it is estimated that there is still a lot of room for improvement."

"There is definitely still room, there is no doubt about it."

"Judging from the K-line trends of many popular stocks on the two main lines of 'infrastructure' and 'state-owned enterprise reform', these stocks have just broken through the suppression of all moving averages at their current position, and have just completely stepped out of the bottom shock range. Not only do they have room for follow-up, And it’s not too small.”

"I also feel that the main trends of this wave of 'infrastructure' and 'state-owned enterprise reform' are 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 dominated by hot money."

"Yes, yes, this market is led 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 from large institutions and the like, these two main lines of market trends are definitely not short-term conceptual hype, but are most likely trend investment prices that will run 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 money in the market are definitely not stupid. They are rushing to raise money so much, it must be in this direction, there are good things, and there is a market trend."

"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 a fourth consecutive market! 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 miserable. 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 been locking 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? Only then can it be 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 didn't pay it out."

"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 in 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 like 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. 1 and Yuhang No. 2 have been announced, and the wealth code has been clearly placed 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 depressed, but this time I kept missing, and I saw the stock index rising sharply, 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. Damn it... 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 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 paying attention to the continued profit-making effect of the market re-gathering, 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" wealth management capital has gradually turned its attention to this field due to the continued profit-making effect of the financial market. With doubts and longings, it is watching the subsequent development of this market and preparing for the further spread of the market. Enter the market at any time.

In general……

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 oscillatory 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, potential bull power and incremental capital volume 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 the on-site and off-site capital levels.

As a market regulator.

Under the great pressure of the task, the new leader also showed a clearly 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 on-market and off-market investor groups who are in a state of excitement, as well as the various asset management institutional groups who have smelled the "smell of making money" and are preparing to increase their positions in a large scale and re-increase the weight of their stock positions, cannot possibly know at this moment that everyone. We are still excited and looking forward to the market outlook quite optimistically, looking forward to the market opening tomorrow.

This is amid the surge of relatively optimistic sentiments and the rapid changes in on- and off-site capital levels.

Also in the evening, the trend of US stocks fluctuated higher again, maintaining a relatively strong state.

The next day, Wednesday, May 7, the market opened for trading again.

After a relatively intense 10-minute call auction transaction, the Shanghai Stock Exchange Index continued to open higher. At the same time, the core leading stocks in the two cities, Beixin Road and Bridge, showed a trend of shrinking and daily limit.

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Then, the market officially opened at 9:30.

After a brief shock, the Shanghai Stock Index continued to break upward under the continued strength of the two main themes of 'infrastructure' and 'state-owned enterprise reform'. In just 12 minutes, it refreshed yesterday's intraday high and rebounded to a new high, reaching 2320 points. Above the position, the short squeeze market reappears.

Immediately afterwards, at 10 o'clock in the morning, more than 100 concept stocks in the entire 'state-owned enterprise reform' sector were once again chased and favored by funds from all parties. With the rapid inflow of countless main funds, related component stocks also set off a rising trend again. , among which China Railway Construction came from behind, and under the strong buying force of hundreds of millions of funds, it went straight to the daily limit.

At 11 o'clock in the morning, the market prices of the two cities once again diverged from the fields of "infrastructure" and "state-owned enterprise reform" to the oversold and low stock areas of the entire market. Among them, the "liquor" concept sector in the consumer field rebounded sharply. The core stocks Qianzhou Moutai and Luzhou Laojiao, Jincheng Fenjiu, etc. all rose by more than 3%.

At 11:30 a.m., the two cities closed at noon.

The Shanghai Composite Index closed at 2331.88 points, up more than 1%. The Shenzhen Stock Exchange Index and the ChiNext Index also rose close to 1%. The 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 the volume has continued to increase. As the index rises, the chip structure on the market remains stable.

After the market closed at noon, market investment sentiment continued to ferment.

Paying attention to the stock market, the voices of increasing positions and going long on and off the market are getting louder and louder, whether among institutional groups, hot money groups, or the general retail investor group.

With this kind of bullish sentiment getting stronger and stronger, the bullish market outlook expectations have basically converged.

Time has arrived for afternoon trading.

The Shanghai Stock Exchange Index, Shenzhen Stock Exchange Index, and ChiNext Index all experienced accelerated breakthrough trends.

At 1:30, the Shanghai Stock Exchange Index went all the way up, refreshing the intraday high to 2340 points. The Shenzhen Stock Exchange Index and the ChiNext Index rose by more than 1.2%. Among them, the 'mobile Internet' and 'smartphone industries' that had been abandoned by many big investors before The two main areas of "chain" have once again ushered in a strong buying attack, and almost all related popular stocks in this area have experienced sharp rises.

At 2:10, the Shanghai Stock Index rose by more than 2%, and the Shenzhen Stock Exchange Index and ChiNext Index rose by more than 1.5%.

At 2:40, among the nearly 2,000 stocks in the two cities, the number of red stocks once again reached more than 92%. Among them, the number of daily limit stocks exceeded 60.

Finally, the market closed at 3 p.m.

The Shanghai Stock Exchange Index rose by 2.11% and closed at 2351.77 points; the Shenzhen Stock Exchange Index and the ChiNext Index rose by 1.73% and 1.82%. The performance of several major indexes appears to be more consistent than yesterday, which also shows that the market has changed from differentiation to diversification. Gradually spread to the general rising market.

Of course, under this market pattern.

In the two main areas of ‘infrastructure’ and ‘state-owned enterprise reform’, the market spread and acceleration are more obvious.

The 'state-owned enterprise reform' concept sector index rose 4.88%, leading the gains in the two cities. Related sub-concept sectors, such as the 'state-owned enterprise reform' concept sector, have intersections with the 'Shanghai Free Trade Zone' and 'real estate development'. ', 'Building Materials', 'Building Decoration', 'High-Speed ​​Rail', 'Public Transportation', 'Petrochemical Oil and Gas' and a series of sectors also performed quite well, significantly outperforming the broader market index.