Rebirth of the Capital Legend

"Boss Su, some funds are following suit and buying shares."

Noticing that various funds in the market were pouring into the real estate, coal, steel and nonferrous metals sectors, inside Huayi Capital, in the trading room of the main fund Huayi Expedition No. 1, fund manager Hou Baolong hurriedly reported to Su Yi, who was staring at the big screen in the trading room behind him.

Su Yi nodded slightly and responded: "Don't worry about the funds following the trend. Just keep buying chips at our own pace. At this time, the chips of the main core stocks are basically at low levels, so there is no need to worry too much about the cost of building a position."

Stocks that are expected to increase several times or even ten times in the future.

A difference of one or two points, or even ten or twenty points in the cost of building a position, is insignificant at all.

"Manager Hou, President Su..." While Su Yi was talking, Wang Yongkang, the head of a trading team that was mainly responsible for building positions in the Hong Kong stock market, immediately reported, "Hengda Real Estate, Rongchuang Real Estate, Longhu Real Estate, Jingcheng Holdings... There is another major fund on the market that has been bidding against us for shares in many of the domestic real estate stocks that we are currently buying on a large scale, such as Hengda Real Estate, Rongchuang Real Estate, Longhu Real Estate, and Jingcheng Holdings. Since the market opened in the afternoon,

In addition, the liquidity of the Hong Kong stock market is really limited.

If we do not continue to push up the price at this time and take over the chips at a premium, I am afraid that the time period for building a position will be longer than expected. "

"Then let's buy at a higher price." Su Yi responded without hesitation, "I just said that at this stage, we don't need to worry too much about the cost of building a position. It doesn't matter whether the final cost of building a position is 5 points, 10 points, or 20 points higher than the strategy we initially formulated.

Our goal is to first get the chips of these high-quality stocks that are expected to have strong explosion in the future.

At the same time, it is also an opportunity to build up a large position.

Create a wave of market money-making effect to attract more active market funds, long-term investment funds, and funds from numerous major institutional investors in the market to enter these major main areas.

Let more market funds realize the investment opportunities in these major main lines.

Only in this way, after we have completed our position building, will there be new funds to support us, so that we can obtain the corresponding excess profits in the market. "

"Okay." After listening to Su Yi's words, Wang Yongkang responded immediately without waiting for Hou Baolong to respond.

He then quickly directed the traders in his group to continue buying chips at market prices, continuously investing funds, and pushing up the share prices of a number of domestic real estate stocks in the Hong Kong stock market.

And along with the main fund 'Huayi Expedition No. 1' continues to invest funds in the market.

It is also accompanied by continued buying by traders.

In the afternoon of the A-share and H-share stock markets, the market trends of the real estate sector began to become increasingly hot.

At 1:15 am, in the Hong Kong stock market, the four core stocks of Hengda Real Estate, Longhu Real Estate, Rongchuang Real Estate and Jingcheng Holdings all rose by more than 8%, and market attention soared rapidly.

at the same time……

In the A-share market, a number of real estate stocks including Poly Real Estate, Kewan Properties, Gemdale Group, Greenland Holdings, and Financial Street also soared sharply.

Moreover, the real estate sectors in both markets continue to attract funds, and the share prices of corresponding core stocks continue to soar.

During the lunch hour, many concept-themed stocks in the "black series" resource sectors such as steel, coal, and nonferrous metals, which were hotly discussed by many hot money investors, also moved rapidly.

At 1:27 am, on the Hong Kong stock market, 'Hengda Real Estate' rose by more than 10%.

This is the first time in two years that this stock has seen an intraday increase of more than 10% due to large volume.

At the same time, in the A-share market, the share price of Jinke Group suddenly rose sharply and reached the daily limit.

Faced with the significant changes in the real estate sector in the two markets, and the corresponding core stocks in the industry have seen daily increases of more than 10%, or daily limit increases.

Whether they are investors who pay attention to and invest in the Hong Kong stock market, or investors who participate in the A-share market.

At this moment, everyone's attention is focused on the real estate sector.

"Could it be that the surge in housing prices in offline cities has finally blown up real estate stocks in the stock market?"

As the real estate sectors in the two markets continued to soar and corresponding real estate development stocks skyrocketed, some people expressed their feelings at a forum where investors from all over the Internet gathered.

"It's worth it that I have been lurking for half a year. I finally broke out."

"In major offline cities, housing prices have risen by nearly 30% in the past six months. I knew that real estate stocks would rise sooner or later. Haha... I didn't expect that they would finally explode today."

"Isn't it said that the performance of real estate stocks lags behind the increase in housing prices? The sales growth brought about by the increase in housing prices this year should not be reflected in the performance of real estate stocks this year, right? Logically... the performance of these real estate stocks will be better tomorrow."

"What does it matter if performance lags behind? As long as there is an expectation, that's fine."

"Yes, yes, when it comes to stock trading, isn't it all about expectations?"

"Anyway, compared with the trend of offline housing prices, today's real estate stocks are at a low level. Just know this and follow up at this time. There is a high probability that you can make money."

"It's hard to say. The market is in a bear market right now. Most of the funds that came in today are short-term speculation funds for a day trip."

"Compared with other consumer sectors, the valuation of the real estate sector doesn't seem cheap, right? And judging from the fundamentals, the debt ratios of domestic real estate stocks such as Hengda Real Estate, Jingcheng Holdings, and Rongchuang Real Estate are very high, and their asset quality is not good."

"House prices are skyrocketing. Isn't it good to have a high responsibility rate and leverage ratio? This way the performance will be flexible!"

“But is the rise in housing prices sustainable?”

"It's hard to say, but at least the current real estate market is hot, right?"

"When investing in stocks, you still need to have a certain forward-looking mindset. The current boom does not mean it will be booming next quarter. I feel that housing prices in various places are not low at present, and it is difficult for them to rise sharply. The elasticity of real estate stocks compared to housing prices should be lower."

“I don’t think we should be pessimistic.”

"Although the overall market has been declining over the past six months, the entire real estate sector has not fallen much."

"Kirwan real estate even hit a record high."

"It's not just the real estate sector that's seeing unusual movements. The steel, coal, and nonferrous metal sectors are also seeing unusual movements, and the net inflows of funds into these sectors are continuing to increase."

"Is the 'coal flying in the sky' market coming?"

"Resource stocks have indeed been quiet for a long time, and they should have an oversold rebound."

“I just don’t know how sustainable it will be!”

Just as many retail investors across the Internet are staring at the market, they are still hesitant and skeptical about the sustainability of the market.

At 1:43, a continuous large buy order of 10 lots was directly issued on the Pingmei Energy trading board.

Then, the next moment...

At 1:45, this small-cap stock in the coal sector rose directly from around 2% to the daily limit, and was immediately blocked by a large order.

Subsequently, Pingmei Energy hit its daily limit.

A number of coal stocks, including Yanzhou Energy, Jincheng Coal Industry, Shaanxi Coal Industry, etc., have surged in volume and risen rapidly.

At the same time, the coal resources sector was experiencing overall changes.

The non-ferrous resources sector and the steel sector have seen a simultaneous surge in prices.

At 1:47, "Bayi Steel" and "Hualing Steel" hit the daily limit, while "Yuzhou Steel", "Shagang Group", "Shougang Group" and other steel stocks that were at historical lows, which had been halved or even shattered in the 15-year bull market, all saw a 5% surge.

After that, at 1:53.

In the non-ferrous metals sector, resource stocks such as aluminum, copper, zinc, silver, etc. also saw a surge in prices.

Of course, among them, although the non-ferrous resources sector continues to rise sharply and buying orders for a number of resource stocks continue to pour in, the upstream resource stocks related to "lithium batteries" still show a downward trend against the trend, with few active buying orders.

“Haha…it’s done, it’s done!”

At 2 p.m., seeing that several stocks including Hualing Steel, Bayi Steel, Shenhuo Co., Ltd., Pingmei Energy, and Yunnan-Guizhou Copper Co., Ltd. hit their daily limit, Li Jinshi, the main force of the Fushan Group, finally breathed a sigh of relief and laughed in the group: "As I expected, the market sentiment has come out, and the sustainability of the market has also come out."

"Yeah." Chen Guiyun responded, "It should be able to go through a wave of market."

"The linkage between coal, nonferrous metals and steel is still very strong." Liao Guoxiang said with a smile, "If one sector makes money, other sectors will also rise."

"It's mainly because a number of large-cap stocks such as Shenhua Coal, Jincheng Coal, Huaguo Baosteel, Hesteel, and Huaguo Aluminum have accumulated some bullish sentiment this morning," said Li Jinshi. "The market has expectations, so it's easier to trade."

"Well, with expectations, there will be funds to follow when the fire is ignited." Chen Guiyun responded, "I don't know who the funds that focused on the core stocks of the 'black series' resource sector such as coal, nonferrous metals, and steel this morning are, but the buying power is really good. At least when we ignited the fire, there was no drop in the chain."

"Now retail investors are eager to follow suit and chase high prices," Liao Guoxiang said. "We can relax a little bit now."

"In addition to the coal, nonferrous metals, and steel sectors..." Chen Guiyun paused, and then said, "The real estate sector is also quite strong today!"

"It seems that the real core theme of the market is not the 'black series' resource theme." Liao Guoxiang pondered for a while and continued, "It seems to be the 'pan-real estate' theme."

Li Jinshi stared at the market for a while and said, "It's true. The stocks that have surged today are basically all real estate industry chain stocks. Now... cement, building decoration, whole house customization and other sectors are also rioting. In addition, in the Hong Kong stock market, domestic real estate stocks are surging across the board."

"Could it be that the favorable conditions for offline real estate have finally reached the stock market?" said Chen Guiyun.

Li Jinshi thought for a moment and responded, "That's uncertain, but... for us, it's a good thing after all. The supply side is riding on the east wind of real estate, and the expectations are very high. The chips we bought today and the emotions we played, stimulated by these two east winds, will definitely make money."

"That's true." Chen Guiyun nodded and sighed, "I haven't had such a smooth market for a long time."

In the past few months, the entire market has been a garbage time. There are no obvious and sustained hot spots, and no big funds are willing to seriously operate the market and create a sustained effect.

Now, this market ecology seems to be changing.

While several key figures of the 'Fushan Clan' were discussing privately...

At this time, among the main speculators of the 'Yuhang Group', Zhao Qiang was obviously a little surprised when he saw the 'coal-flying and colorful' market situation.

He invested all his main funds in the core stocks of the real estate sector.

I never expected that the coal, nonferrous metals and steel sectors would overshadow the market.

"Brother Sun, the main line of the market seems a bit scattered." Zhao Qiang said worriedly, "In a bear market, the market volume is very limited. Now the main funds are attacking multiple main lines at the same time, and the market speculation sentiment is also diverging to multiple main lines. This is not a good thing."

"Why do you say the main storyline is scattered?" Sun Chengyu responded with a smile.

"Isn't it?" Zhao Qiang said, "Originally, the two places should be linked, and the core theme should be focused on the real estate direction, but now... instead, 'coal flying and dancing' has become the core of the market hotspot. Although the sentiment of the real estate sector is still fermenting, the growth of the stocks in the back row has obviously been unable to keep up."

"At the beginning of the main line outbreak, the leading stocks will rise first." Sun Chengyu said, "As long as the sentiment is still fermenting and the follow-up funds are still following up, there is no need to worry. Moreover, the main line seems to be diverging... In fact, it is all centered around the real estate sector. Now the cement and building decoration sectors are also moving. I think this is a good thing. The more sectors and stocks that are linked to the real estate sector, the longer the main line can be supported."

"I hope so." Zhao Qiang let out a breath.

"Don't worry." Sun Chengyu paused, and then said, "Today, the real estate sector has moved so fast in both places, and the amount of funds involved is so huge. Considering that a few days ago, the main fund 'Hua Yi Yuan Zheng No. 1', which has attracted much attention from the market, significantly reduced its positions and stopped profits on the main line of 'new energy industry chain', I am a little suspicious... This is the work of Mr. Su from 'Hua Yi Capital'."

"Fuck..." Zhao Qiang exclaimed after hearing Sun Chengyu's guess, "No way? If it's really the work of Mr. Su, then this market situation will be interesting."

"I'm just guessing," Sun Chengyu said. "I feel like this trading method is somewhat similar, but...if the market and sentiment ferment strongly today, maybe after the market closes, we can find some clues about Mr. Su's trading based on the post-market Dragon and Tiger List data."

Zhao Qiang nodded and said, "I really hope that today's market fluctuations were caused by Huayi Capital, an institution behind the scenes."

Today's 'Hua Yi Capital'.

It has completely replaced the original "Zexi Capital"'s influence in the financial market.

If everyone is sure that Huayi Capital is behind today's market trend, then the market's follow-up fund group will obviously exceed expectations, and will also obviously help the further fermentation and expansion of the market's main trend, thereby amplifying the market's money-making effect.

It is very likely that this will lead to a sustained rebound of considerable size within the bear market.