Rebirth of the Capital Legend

Li Jinshi's words had just fallen.

The stock 'Shenhuo Stock' rose in a straight line and directly reached the daily limit.

Then, before Chen Guiyun could react, other active hot money in the market gathered and moved in an instant, and a series of large buy orders of tens of thousands of lots blocked the buying channel.

"Fuck, the market sentiment has changed so quickly." Seeing that the stock of 'Shenhuo Shares' hit the daily limit in an instant, Chen Guiyun, who had no time to place an order, couldn't help but complain in the group, "Didn't they say that the market lacks funds? These guys... their hands are so fast."

Such small and medium-sized concept stocks have a consensus expectation of turning from weak to strong.

Often the buying point happens in a moment.

"No matter how short of funds the market is, there will be no shortage of funds following the trend if there is a relatively certain buying point," Li Jinshi said with a smile. "It is obvious that as soon as the call auction was opened today, it showed that the divergence of the two main lines of 'big infrastructure' and 'black series' has turned into a consensus."

"Hua Yi Capital's ability to build the main market line is really beyond reproach..." Liao Guoxiang said, "and they also grasped the timing very well."

"That's right," Li Jinshi replied. "From a technical perspective, the index should rebound after adjusting to this position."

"Alas, 'Shenhuo Shares' didn't catch up, what else can I buy now?" Chen Guiyun sighed and asked, "'Real Estate' and 'Coal' sectors, stocks with market recognition, have basically risen sharply or reached their daily limit."

"Let's stick to the core theme of 'big infrastructure'," said Liao Guoxiang. "I think the branch line of the 'cement' sector can be explored. It seems that Huayi Capital has a considerable position in this sector. Stocks such as 'Conch Cement' and 'BeiXin Building Materials' are highly correlated with the weighted stocks dominated by 'Huayi Capital', such as 'Poly Real Estate', 'Kewan Real Estate', 'Shenhua Coal', etc."

"The 'cement' sector branch?" Chen Guiyun pondered for a moment, "It's worth a try."

As he spoke, he turned his attention to the 'cement' sub-sector, which rose in tandem with the 'real estate' sector.

I saw that in this branch line area...

Along with the rise of heavyweight large-cap stocks such as 'Anhui Conch Cement', 'BeiXin Building Materials', and 'Jinou Group', small and medium-cap related cement concept stocks such as 'Tianshan Cement' and 'Beijiang Communications Construction' have welcomed a large amount of follow-up buying funds, and their share prices are rising steadily.

"The stock of 'Tianshan Cement' seems to have good stock performance, and it has also been hyped in the previous 'infrastructure' cycle. The market funds have a certain memory, and I think it's worth investing in." Chen Guiyun paused and said, "Old Liao, what do you think of this check? The core stocks in the major sectors of 'real estate', 'coal', and 'nonferrous metals' are no longer available. If we use divergent logic... this check should be okay, right?"

Liao Guoxiang responded: "I think there is no problem. You can light it and give it a try."

"Okay." Chen Guiyun responded.

Immediately, the funds in hand were instantly poured into the Tianshan Cement market.

When he used continuous buying orders of tens of thousands of shares, in just a dozen seconds, the share price of Tianshan Cement skyrocketed and jumped to more than 5%.

Chen Guiyun couldn't help but let out an "eh", obviously a little surprised.

He just used less than 1500 million yuan to raise the share price of Tianshan Cement from around 2% to 6%.

This shows that the current selling pressure on this stock is much lighter than he expected.

Moreover, when he ignited the price of Tianshan Cement.

When the stock of Tianshan Cement surged by nearly 5% in one minute, it quickly topped the real-time gain list of the two cities.

In the entire market, the most aggressive and active group of short-term investors instantly noticed the unusual movement of this stock.

Then, before he could continue investing funds, he pushed up the market with a large order of tens of thousands of lots.

Other active fund groups followed suit and rushed into the Tianshan Cement market, frantically buying shares.

Under the rapid rush of these follow-up funds.

In just half a minute, the share price of Tianshan Cement rose from around 6% to nearly 10%.

"Old Chen, you were the one who set the Tianshan Cement check on fire, right?"

Noticing the straight-up trend of Tianshan Cement's stock price heading for the daily limit, Li Jinshi asked quickly.

Chen Guiyun laughed and said, "Yes, I started the fire, but I only invested about 10 million yuan. The situation is much lighter than I thought!"

"You lit the fire just right." Li Jinshi praised, "Let me help."

Having said that, he directly used a main buy order of 1000 million to force the share price of "Tianshan Cement" to the upper limit and assist in closing the board.

And at the same time...

Chen Guiyun and Liao Guoxiang saw that the time was ripe and a definite buying point appeared.

There were continuous large buy orders of tens of thousands of shares pouring into the Tianshan Cement market, which instantly blocked the stock's daily limit.

The share price of Tianshan Cement rose sharply to the daily limit in just one or two minutes and hit the daily limit.

The next moment, the movement of the entire "cement" sector became more intense.

All concept stocks such as 'Anhui Conch Cement', 'BeiXin Building Materials', 'Jinou Shares', 'Beijiang Communications Construction', etc., all rose simultaneously, and more and more follow-up buying funds poured in.

At the same time, the two major sectors of building decoration and building materials also changed rapidly.

Stocks such as "China Construction", "China Metallurgical Group", "China Railway Construction", "China Communications Construction", and "Gujia Furniture" all rose in tandem.

"The finance sector, which is usually linked to the real estate sector, has not come out. Instead, the two major sectors of building decoration and building materials have formed a linkage with the real estate, steel, coal, and nonferrous metals sectors." Noting that the market's bullish sentiment and buying funds are converging on the two major sectors of building decoration and building materials, Xu Qiao, who is among the main hot money group of the "Magic City Ultra Short Gang", said with emotion, "After Huayi Capital, headed by Brother Su, pulled out the main line of real estate and "black series", it feels that the market's hype style has returned to the old path. Various funds have begun to abandon technology and new energy, and quickly returned to the core main line of "big infrastructure", "urbanization construction" and "new era land and sea Silk Road."

"This is not surprising," said Lao Zhang. "Since the end of the bull market last year, this core theme has been adjusted for a long time. Compared with the high point of the bull market last year, the share prices of these stocks have basically all been reduced by 20% to 30%. They have the conditions for an oversold rebound and valuation repair."

"It's mainly due to expectations," said Lao Wu. "At this stage, the two main themes of technology and new energy have not shown cost-effectiveness in terms of trend patterns and expectations after the previous round of speculation. On the contrary, the core themes of 'new infrastructure' and 'new era road and maritime Silk Road', which were previously the core themes of the bull market, have shown their cost-effectiveness against the backdrop of rising housing prices in major cities across the country."

"From a fundamental perspective, the general rise in housing prices across the country and the renewed activity in the real estate market should be good news for construction decoration, building materials, steel, nonferrous metals... these sectors related to the real estate industry chain, right?" Xu Qiao said, "So, there is absolutely no problem with the funds doing this."

"There is one more thing." Brother Chen added, "After experiencing the hype in the previous bull market, the funds have a memory of this macro theme. The hype path can be said to be familiar, and it is also easy to gain recognition from other follow-up fund groups and retail investors in the market."

"That's true." Xu Qiao nodded slightly, "It's still the main line of 'big infrastructure', it's easy to do."

"Hey, who is pulling the big guy 'Huaguo Zhongye'?" Suddenly, Lao Zhang, who had been paying attention to the market, was surprised. "Wow, it's so fierce. A large buy order of 10 lots is directly bombarding the market."

"This handwriting..." Hearing what Lao Zhang said, Xu Qiao turned his eyes and also noticed the unusual movement of the check from Huaguo Zhongye. He guessed, "It looks like the handwriting of Zhang the leader!"

"That shouldn't be the case." Brother Chen thought about it for a while and responded, "As far as I know, Lao Zhang has temporarily left the A-share market and moved into the Hong Kong stock market. I guess he is a friend in the circle with considerable funds, otherwise he wouldn't dare to touch this heavyweight stock."

"I feel like there is very little pressure on the market!" Xu Qiao said after observing for a while.

Lao Zhang responded: "I also feel that the market pressure is not very large, it seems that I can follow the trend and make a move."

"The stock of 'Huaguo Zhongye' is indeed seriously oversold," said Lao Wu. "The core locked-in chips are all at a price that is more than 50% away from the current price. Although this stock looks large, has a large market value, and has many retail investors, the internal selling pressure is actually not that great."

"Hearing what Old Wu said, I feel relieved." Xu Qiao smiled.

Immediately afterwards, six consecutive large buy orders of tens of thousands of lots were placed on the plate of "Huaguo MCC".

And at the same time...

Lao Zhang also followed suit and placed two consecutive buy orders of 10,000 lots at the market price.

When the orders placed by the two were digested by the market, half a minute later, the share price of "Huaguo MCC", a heavyweight stock in the "construction" sector, soared rapidly to around 8%.

Then, under the gaze of the two people.

Another series of 20 consecutive large buy orders of 8 shares directly pulled up its stock price from around % to the upper limit, and then instantly closed at the upper limit.

After that, more short-term funds followed up.

In less than 30 seconds, the daily limit orders on the "Huaguo MCC" market increased from 15 lots to 150 million lots.

"As expected, the pressure on the first board of 'Huaguo Zhongye' is really not great." After the check of 'Huaguo Zhongye' quickly reached the daily limit, Xu Qiao smiled and said, "2 million yuan of funds is enough."

"The market rebounded across the board." As soon as Xu Qiao finished speaking, Old Wu said, "It seems that the market will have a long-awaited big positive line today."

"However, it is still uncertain whether this and the big positive line can change the existing market trend." Lao Zhang said, "It is said that there are many big positive lines in a bear market. Brother Su used his seat influence and capital advantage to create this wave of market and market profit effect. Whether it can form a sustained rebound trend, I am afraid we will have to wait and see."

"Whether the trend can be reversed is not very important to me." Xu Qiao chuckled and said, "As long as there is a good short-term opportunity, it's fine."

After saying that, he turned his attention to the market conditions of the two markets again.

At this moment, driven by the main-line related sectors of "big infrastructure" such as "real estate", "coal", "nonferrous metals", "steel", "construction decoration", and "building materials", the entire market has shown a rare trend of large volume, and the Shanghai Composite Index and the Shenzhen Composite Index have both risen by more than 1.5%. Only in the past six months, the ChiNext Index, which has been weak, has maintained a barely red market trend, which has somewhat dragged down the market.

As for individual stocks...

Within the entire "big infrastructure" theme, more than 20 concept-themed stocks have hit their daily limit.

Moreover, heavyweight stocks such as Poly Real Estate, Kewan Real Estate, Gemdale Group, Conch Cement, Shenhua Coal, China Baosteel, China Construction, and China Communications Construction, etc., have also maintained an increase of more than 3%, significantly outperforming the market index.

Later, when the market's money-making effect became stronger and stronger.

As trading time progresses, short-term active funds in the market and incremental funds entering from outside the market begin to be fully activated.

More funds are involved.

The performance of individual stocks in the market became more and more active, and the index trend also continued to rise.

Finally, it was time for the midday closing.

The intraday gains of the Shanghai Composite Index and the Shenzhen Composite Index have reached the 2% mark, and the ChiNext Index also saw a rapid rise near midday, climbing to 1%.

Then, after the emotional brewing in the afternoon and heated discussions among countless retail investors on the online stock investment platform.

When the afternoon trading time comes.

Expectations are beginning to become more and more consistent in terms of the market's bullish sentiment, the main line of attack by major funds, and the direction of active concept stocks.

At 1:27 p.m., Conch Cement surged more than 8%.

At 1:53 p.m., Kewan Real Estate was close to the daily limit, and the real estate sector index surged by nearly 5%.

At 2:18 p.m., "China Construction" rose by more than 5%, "China Railway Construction" and "China Communications Construction" also followed suit and rose by more than 5%, and "Beijiang Communications Construction" and "Beixin Building Materials" hit the daily limit.

At 2:36 p.m., China Fortune Land Development hit its daily limit, and the real estate sector index rose by more than 5.23% on the day. The net purchase amount of large funds in the entire sector exceeded 42 billion yuan. In the same period, in the Hong Kong stock market, in the field of real estate, domestic real estate stocks also rose simultaneously. The two stocks of Hengda Real Estate and Rongchuang Real Estate rose by more than 30% in just three trading days.

"This market trend driven by 'real estate' seems to have really formed a consistent and strong expectation."

As the two markets approached the end of trading, noting the renewed linkage between the A-share and Hong Kong stock markets and the rare surge in the two markets, Song Shaopu, the fund product manager of the Huarui Fund Management Company's 'Huarui Performance Growth No. 1' fund product trading department, had already enabled traders to add a number of positions in the core stocks in the real estate sector. A smile finally broke out on his face.