Rebirth of the Capital Legend

"What the hell, what's going on? Is the market style changing so obviously? Super large-cap stocks with a market value of hundreds of billions of yuan, such as Shenhua Coal and Hikvision, can continue to surge in volume without any correction. According to the trend... they won't hit the daily limit this afternoon, right?"

At the close of the market at noon, many retail investors who had already noticed the unusual market movements, as well as the hot money groups that were still active in the market, expressed surprise and exclamation.

Among them, the 'Fushan Group' is the main hot money group.

Li Jinshi from Fushan Lujing Road couldn't help but say, "In the past week or so, the market's 'ferrous metals' and 'real estate' sectors have been moving to a certain extent. Institutional funds have increased their holdings in these two main directions. I think... can we take advantage of the opportunity to make a move?"

"Coal, steel, nonferrous metals...are there any expectations for these?" Chen Guiyun of 'Zumiao Road' disagreed with Li Jinshi's statement. "The current market speculation sentiment is weak. If there is not enough expectation, it is easy to be smashed after pulling up the market. Moreover, even if the market can be pulled up during the day, it is difficult to create a sustainable market trend and it is difficult to get out of it unscathed!"

"There are still expectations," said Li Jinshi. "Isn't the 'supply-side' reform vigorous? And the explosion of the real estate market, these are all catalysts for sentiment. Mainly, today's 'Shenhua Coal', 'Jincheng Coal', 'Hikvision', 'Poly Real Estate', 'Golden Land Group' and other heavyweight stocks have already achieved intraday profit effects. In the morning stage, some profit-making sentiment has accumulated.

In other words, institutional funds have almost built the emotional stage for us.

So, with this kind of emotional support, it becomes much easier for us to pull small tickets for arbitrage."

"Brother Liao, what do you think?" Chen Guiyun pondered for a moment and did not answer directly. Instead, he turned his gaze to Liao Guoxiang from Jihua Sixth Road.

Liao Guoxiang thought for a moment and said, "What Jinshi said makes sense."

"So Brother Liao, do you think this dish can be made?" Chen Guiyun said.

Liao Guoxiang responded: "You can give it a try. Looking at the market performance this morning, the capital inflow is still quite considerable, and the focus is indeed on the 'real estate', 'coal', 'nonferrous metals', 'steel' and other sectors. I don't know if you have noticed... In today's Hong Kong stock market, domestic real estate stocks have also seen concentrated and general abnormal movements. Currently, a number of domestic real estate stocks have shown a trend of explosive growth.

Combined with the current hot real estate market, there is also the "new infrastructure" strategy proposed by the country.

I think the real estate sector, after such a long period of adjustment, should have strong bullish momentum. "

"Brother Liao means... we can start from the real estate sector?" Li Jinshi said, "But I think the expectation gap of the 'coal' and 'steel' sectors is bigger, and the chips are better settled. Although the expectations of the real estate sector are strong enough, there are too many hidden funds. Almost every real estate stock has a mixed bag of internal chips, and there are many institutional funds lurking in it.

The hidden funds from these institutions influence the market.

Once we pull up the market, I'm afraid the selling pressure on the market will become very great.

On the other hand, the 'coal' and 'steel' sectors.

Since these two sectors were absolutely unpopular sectors in the market before and had continued to fall for a long time, institutions have basically cut their positions and left.

Moreover, the retail investors in the market are engaged in a long and continuous downward trend in stock prices.

It's basically locked in.

In this situation, it will be relatively easier for us to concentrate funds to pull up the market. In addition, the sentiment of the coal, nonferrous metals and steel sectors is not bad today. Once the stock price surges rapidly, it will attract other active short-term capital groups in the market to work together to do more. "

"From the perspective of the chip structure alone..." Chen Guiyun thought for a moment and said, "I agree with Lao Li's opinion. Indeed, the chip structure of many oversold stocks in the steel and coal sectors is simpler."

"Okay." Liao Guoxiang pondered for a moment and said, "Then let's start with the steel and coal sectors?"

"The main line of the sector to be entered has been determined, but what about the target?" Chen Guiyun paused and continued.

Li Jinshi responded: "From the perspective of circulating stocks and the positive news, the two stocks of Hualing Steel and Pingmei Energy should be more suitable. Of course, the stock price of Bayi Steel is relatively more active and the market recognition may be higher."

"They are all small-cap stocks with a value of less than 40 billion yuan," Liao Guoxiang said. "Since you are planning to trade, don't worry about it. Just lay out these stocks. If we can create market speculation and attract other major hot money groups active in the market to join forces, then... with our capital volume, we will be able to close the board on these stocks."

"Okay." Chen Guiyun said with a smile, "Then let's do it."

During this period, there is a lack of hot spots in the market and trading volume is getting worse and worse.

There are fewer and fewer active hot money in the market, and more and more active retail investors have realized that the market has completely entered a bear market and have begun to stop losses and leave.

This resulted in them making almost no money during this period and not finding any decent opportunities.

The few times he made moves, he ended up selling at a loss.

Come to think of it, the last time they made a big profit seemed to be more than a month ago, when they followed Su Yi and concentrated on shorting the pound sterling exchange rate during the "British Brexit Referendum" event.

Several core investors of the "Fushan Group" noticed the unusual market movements.

And we plan to guide market sentiment and make a wave of market trends after the market opens in the afternoon.

During the lunch break, Zhao Qiang also discovered the market opportunities among the main hot money group of Yuhang. However, unlike the "Fushan Group" which focused on the steel and coal sectors, after careful consideration, Zhao Qiang focused more on the real estate sector.

"Brother Sun, the real estate sector is gaining momentum, shall we give it a try?" Zhao Qiang @Sun Chengyu in the group.

Sun Chengyu responded: "Although the momentum of domestic real estate stocks in the Hong Kong stock market has picked up, the sentiment of the real estate sector in the A-share market is still lacking. Let's wait and see in the afternoon. If it really picks up, then we can make a wave of market."

"Today's market trend is very strange." Zhao Qiang said, "I don't know which fund is leading the trend. It seems that the A-share and H-share market trends are linked."

"I do feel that way," Sun Chengyu responded. "But no matter what the background of the funds that are guiding the market today is, there is something behind it. In addition, the real estate sector's takeover was very good this morning. Through the changes in volume, we can clearly feel that major institutional funds are continuing to take over."

"However, the main sector of the 'new energy industry chain' fell sharply today." Zhao Qiang said, "If the sharp decline of this main sector had not affected the entire market, the market would have had a chance of a big positive today, led by sectors such as real estate, coal, nonferrous metals, and security lenses."

"The 'Hua Yi Yuan Zheng No. 1' fund product has significantly reduced its holdings in the main sector of the 'new energy industry chain'," said Sun Chengyu. "It is difficult for the market trend of this main sector not to be affected. However, according to logical expectations, the market trend of the main sector of the 'new energy industry chain' is definitely not over. Once it falls to the right level, it will reflect the negative impact of the reduction of the 'Hua Yi Yuan Zheng No. 1' fund product, and it should be able to create a wave of market trends."

"Yeah, I think so too." Zhao Qiang replied, "But the time is definitely not right now."

As the two of them discussed, the lunch break passed quickly.

Soon, a group of active speculators in the entire market were discussing privately, and many active retail investors were discussing on major stock investment forums across the Internet.

1 o'clock in the afternoon arrived in the blink of an eye.

When the two markets re-entered the continuous bidding trading period, when the two markets began to fluctuate violently again.

In the morning, large amounts of funds flowed into sectors such as real estate, steel, coal, and nonferrous metals. After the emotions brewed in the afternoon, they were instantly snapped up by funds from all walks of life in the early afternoon trading. The corresponding leading stocks in the core industries, as well as concept-themed stocks with good chip accumulation and smaller circulation, all rose rapidly, attracting the attention of investors across the market more quickly, and also attracting the rapid follow-up of follow-up funds.