Rebirth of the Capital Legend

"Oh my god, it turns out that the main force driving the 'real estate' sector today is Mr. Su's 'Huaxin Securities Shanghai Financial Street Fuxing Road' sales department. I was wondering why the market exploded so violently. Mr. Su's style of manipulating the market and guiding emotions is really as sharp as ever."

Seeing the disclosed Dragon and Tiger Lists of the two cities, the seats of the 'Huaxin Securities Shanghai Financial Street Fuxing Road' branch appeared in the buying seats of several core real estate stocks such as 'Golden Land Group', 'Financial Street', and 'China Fortune Land Development'. Xu Qiao, who was among the main hot money group of Shanghai's ultra-short gang, could not help but exclaimed in surprise.

"Look at the purchase volume of the 'Hua Yi Expedition 1' fund product under President Su's 'Hua Yi Capital' organization..." Lao Zhang in the group responded, "Could it be that the domestic real estate stocks in the Hong Kong stock market today are also driven by President Su? What does President Su want to do? Abandon the 'new energy industry chain' and fully embrace the real estate main line?"

When Old Wu heard what Old Zhang said, he pondered for a moment, smiled, and said, "It's hard to say whether the domestic real estate stocks in the Hong Kong stock market were really triggered by President Su."

"From this perspective, it's clear that Mr. Su is going to make a big deal about the real estate sector," said Lao Zhang. "That's good... The market hasn't had a sustainable main line for a long time."

"It's not just the real estate sector." Brother Chen looked carefully at the Dragon and Tiger List data disclosed by the two markets and said, "Among the 'black resource stocks' such as coal, steel, and nonferrous metals on the list today, Mr. Su's 'Huaxin Securities Shanghai Financial Street Fuxing Road' is also on the list."

"Compared with ferrous resource stocks..." Xu Qiao said, "It is obvious that President Su's focus is still on the real estate sector."

"In general, it should be the 'pan-real estate industry chain', right?" said Old Wu.

Brother Chen paused and responded, "Based on the divergent logic of today's market conditions and the trend, the entire market trend is indeed centered around the 'real estate' sector."

"Since President Su has pointed out the way for us," Lao Zhang said, "then we just need to focus on the real estate sector in the future."

"Although Mr. Su has increased his holdings in the real estate sector today, which has attracted a certain amount of market attention and capital following suit, it is a bear market after all," said Lao Wu. "With the overall market liquidity being very limited, the sustainability of the real estate sector is still questionable."

"Even so..." Lao Zhang said, "But I believe that with President Su taking charge of the market and guiding this main trend, the subsequent development of this main trend will definitely not be too bad."

"In general, there are still expectations for the real estate sector," said Chen. "If this wave of sentiment plays out and investor confidence in the market can be restored, there should still be a good opportunity for a rebound."

"Rebound?" Xu Qiao was stunned and said, "Shouldn't we look for a reversal?"

"Is there any logic for the reversal?" asked Old Wu.

Xu Qiao responded without much thought: "How can it be illogical? The housing prices in major offline cities have generally risen by 20% to 30% this year, and the confidence in the entire real estate market is recovering. There are countless people pouring into the real estate market to buy houses and invest. I heard that several real estate projects in Yuhang were crowded when they were opened recently, and even some high-quality real estate projects have begun to draw lots for purchase.

Under such a hot real estate market atmosphere and the dominance of industry fundamentals such as soaring housing prices.

A number of real estate stocks in A-shares and Hong Kong stocks have a lot of room for imagination and a large expectation gap under the already undervalued valuation conditions.

I think this is true for the high-quality real estate stocks in the market.

This wave of market cannot be viewed as a simple rebound, and a reversal can still be expected.

And I believe that Mr. Su intervened in the market with such a large-scale capital, and at the same time, he was rapidly buying up shares and building positions in the A-share and Hong Kong stock markets.

The ultimate goal and purpose is definitely not to make a few points of profit from a market rebound.

The investment strategy change is definitely due to the continued surge in housing prices, which will boost the entire real estate development sector and the fundamental reversal of related companies. "

"Xiao Xu's logic... does make some sense." Brother Chen pondered for a while and responded, "It's just that the current market trend, reversal and rebound, are not very clear. We need to observe further in the future to guess how far the real estate sector can go."

"In short, there will definitely be a short-term rebound, right?" said Lao Zhang.

Old Wu responded: "From the active funds in the market today, the continued follow-up of the corresponding core stocks in the real estate sector, the short-term rebound is definitely safe. As for the reversal... I think it is safer to wait and see, and it is not appropriate to set expectations too high at this time."

"Alas, it's a pity that I didn't have time to participate in the market today." Xu Qiao said with a sigh.

"There is never a shortage of opportunities in the market. Just get involved tomorrow." Old Wu said, "CEO Su has already marked out the core stocks for everyone today."

"Speaking of which, Mr. Su's trading seat appeared on the Dragon and Tiger List of the two cities today." Lao Zhang said, "Tomorrow, these first-tier real estate stocks will probably be snapped up by all kinds of follow-up funds and retail investors in the market. What's more... the main fund product "Huayi Expedition No. 1" currently managed by Mr. Su is not a short-term speculation fund. Mr. Su bought so many chips today, which is equivalent to locking up these chips, which is more conducive to the subsequent speculation of these stocks, and there will definitely be active market funds that will concentrate on speculating on these stocks."

"It doesn't matter..." Old Wu said, "If it really is a reversal, it won't matter if there are 10 or 20 points of space."

Along with the discussion of the after-hours Dragon and Tiger List by several key figures in the main speculator group of the "Magic City Ultra Short Gang", as well as the predictions for tomorrow's and even subsequent market trends...

At this time, all the major retail investor groups on the Internet gathered on the stock discussion platform.

There was also heated discussion about the situation in the after-hours Dragon and Tiger List, in which Su Yi and the exclusive trading seat of the "Hua Yi Expedition No. 1" fund product he was in charge of bought a large number of real estate-related stocks and aggressively increased their holdings.

"Haha, President Su...it really is President Su!"

"From this perspective, the market is likely to stabilize tomorrow."

"Every time President Su makes a move, it is indeed extraordinary. Today, President Su's 'Fuxing Road' seat almost swept the Dragon and Tiger List buying list."

"Mr. Su is increasing his holdings so aggressively. It's not the real estate sector. Is there any major policy benefit?"

"Does the current real estate sector still need favorable policies? Without looking at the major offline cities, how much have housing prices risen? This is a market explosion caused by a fundamental change, and I am optimistic about the sustainability of the subsequent market."

"Fuck, before the market closed, I felt that this trading style was similar to that of Mr. Su, and sure enough..."

"Damn it, if I had known that it was Boss Su who was buying like crazy, I should have fully invested."

"The Suzhou Gang, the Fushan Group, the Yuhang Group...many of the previously active speculators have appeared on the buying list today. It seems that a market rebound is coming!"

"There will at least be a wave of market with a higher degree of certainty, right?"

"I hope so. I have really lost a lot of money in the past few months."

"I lost a lot of money at the beginning of the year. Sigh... my account is almost cut in half this year. I hope it will get better later."

"From a technical market analysis, it's time for a rebound."

"Boss Su is really awesome. Today's real estate market is very recognizable."

"I hope there will be a sustained rebound to recover the losses. The situation has been so bad before. It's already the second half of the year. If we don't recover a little, this year will be over."

"I feel that the market conditions in the next few months will definitely be better than those in the previous few months."

With the discussion of countless people, it can be clearly perceived that after the 'Hua Yi Expedition No. 1' fund product headed by Su Yi increased its holdings massively, creating the market's intraday money-making effect in one fell swoop and attracting the attention of a large number of investors, the sentiment of retail investors in the market is obviously recovering.

Moreover, the investment sentiment and confidence of the entire market are gradually recovering.

Of course, among the many retail investors and active speculators in the market, they were surprised, excited and thrilled that "Fuxing Road" swept the buying list of the two cities.

A group of institutions in the industry that pay attention to and participate in the market.

I feel somewhat surprised at this moment.

"Looking at the A-share market, the data on the Dragon and Tiger List of core stocks with abnormal movements in the real estate sector today, it is basically certain that... in the Hong Kong stock market today, the funds that frantically bought a number of domestic real estate stocks and triggered the real estate stock market in both places are from the institution 'Hua Yi Capital'." When the entire investment and financial circles were discussing the main fund product 'Hua Yi Expedition No. 1' headed by Su Yi and the massive increase in real estate industry stocks, Huang Qingyun, the fund trading team leader of the 'Xinuo Future No. 1' fund product trading room of Sino Private Equity Fund Company in Shanghai, said, "It's really a big deal, and the way this institution makes the market is really sharp."

Hearing Huang Qingyun's words, Men Xingtao, the product manager of the 'Xino Future No. 1' fund, laughed and said, "The fund size of the 'Huayi Expedition No. 1' fund product managed by Mr. Su should be over 600 billion. Such a huge fund size can completely guide the market trend. So... Mr. Su's trading style is so sharp, and he has enough capital in his hands to squander. This is the advantage brought by the size of the fund."

"Yes." Huang Qingyun nodded and said, "In general, the trading style of this fund is quite recognizable in the entire domestic financial market."

"How else could he be a legendary figure in the domestic financial circle?" Men Xingtao said, "This man has come this far at such a young age and has accumulated such a huge amount of wealth. He is definitely not an ordinary person."

"However, Mr. Su has used the strong capital of his main fund products to create such a hot market and speculation in the current real estate sector, giving the core real estate sector sufficient expectations for subsequent speculation..." Huang Qingyun said, "This is a good thing for us in every way."

They manage the 'Xino Future No. 1' fund product.

The largest holding weight at present is domestic real estate stocks listed on the Hong Kong stock market. In other words... the aggressive position-building behavior of the "Huayi Expedition No. 1" fund product headed by Su Yi can be regarded as a boost for them.

As the person sitting on the sedan chair, naturally one hopes that this wave of market in the real estate sector will be as violent as possible.

"That's for sure," said Meng Xingtao. "With Huayi Capital leading the market, the market's speculation and expectations for the real estate sector will only grow stronger as the market progresses. In addition, the housing price trend in major offline cities shows no sign of stopping. I feel that... whether it is the A-share market or the Hong Kong stock market, it is time to re-evaluate the valuations of many high-quality core leading stocks in the real estate sector."

While the two were discussing...

At the same time, inside the "Nuoan Capital" institution.

Yang Shengfan, the product manager of the Nuoan New Energy Industry Hybrid Fund, frowned when he saw that the funds of Huayi Capital, which had recently reduced their positions in the stocks of the New Energy Industry Chain to take profits, had now fully switched to the real estate sector. He said, "I never expected that this fund, after reducing its positions in the stocks of the New Energy Industry Chain, would turn around and flow into the real estate sector."

"It seems that Mr. Su from Huayi Capital is not optimistic about the new energy industry chain sector and its core stocks at this stage." Next to Yang Shengfan, trading team leader Bao Yongquan said, "This shows that our strategy of following the trend and reducing positions to stop profits was not wrong."

"But... can the real estate sector really get out of this?" Yang Shengfan remained skeptical.

After all, from his perspective, the stock valuation of Kewan Real Estate, the leader in the real estate industry, was not obviously underestimated.

Furthermore, he is well aware that many real estate companies in the real estate sector are operating with high debt ratios.

The asset structure of these companies is not good.

What's more, he doesn't think that the current national housing prices, at their current level, can still see a long-lasting bull market.

After all, the national urbanization rate has reached nearly 70% nowadays, and there is not much room for improvement in the future. In addition, housing prices are out of line with the salary level of ordinary people, and there is no basis for continued price increases. In short... who will take over if the prices go up?

This stems from his bias against the real estate sector and his personal dislike for highly indebted companies.

The fund products he manages have almost no investment in the real estate sector, or even the entire traditional field, including "black resource stocks."

Therefore, today's surge in prices has almost nothing to do with them.

At a time when the real estate, steel, coal and nonferrous metals industries were all soaring, the net value of the 'New Energy Industry Growth Mixed' fund product he was in charge of not only did not rise, but fell instead.

Of course, regarding the performance of the fund's net value.

Although he felt a little unhappy, he had no intention of changing his investment style to chase the favorable conditions in the real estate, nonferrous metals and coal sectors.