Rebirth of the Capital Legend

"It is possible that institutions are so aggressive in following suit and buying." Another hot money investor in the group said, "The influence of Fuxing Road is really incredible. It is too scary. Even if Fuxing Road did not continue to buy on a large scale today, the market still fermented like this."

"This is the influence of the top speculators in the market!" another person exclaimed.

"This is not the influence of top speculators." Sun Chengyu, a key figure in the group, continued, "but the influence of investors digging into the market's top main theme. From the appearance of so many institutional buyers on today's Dragon and Tiger List, it is obvious that... the core theme of 'big infrastructure' has begun to be generally recognized by the main institutional groups in the market, and its main line logic has also begun to tend to be consistent."

"Indeed." Someone in the group responded, "This Mr. Su from Huayi Capital is really awesome."

"In fact, when Shanghai's housing prices started to pick up and rise, some funds also tried to surpass the main line of 'big infrastructure'." The hot money that spoke earlier said, "Unfortunately, this trend was not hyped up at the time, nor was it generally recognized and followed by the main funds of all parties in the market."

"For a main market to break out like this, the right time, right place, and right people must all be in place," Zhao Qiang said. "The expectations back then were certainly not as certain and strong as they are now. Moreover, the influence of the trading seat of 'Fuxing Road' is completely different from other ordinary funds in the market for various funds and countless retail investors. With the guidance of funds from 'Fuxing Road', even if the main market discovered by the other party is slightly lacking in logic, it will attract a surge in speculation from various fund groups in the market. Of course, whether a sustainable main market trend can be formed in the end and whether more fund groups outside the market can take over depends on the market's consensus expectations and the underlying logic of the main market."

"Mr. Zhao, if you look at it this way, then aren't our previous expectations for the trend of the 'real estate' sector, or the entire 'big infrastructure' sector, insufficient?" said a hot money investor in the group who was familiar with Zhao Qiang. "Looking at this situation... the trend of this main line should be sustainable."

"As far as the trend is concerned, the trend of the 'real estate' line has definitely exceeded expectations." Zhao Qiang said, "Originally I just wanted to take a bite and leave, but now it seems that... it seems that we can make a sustained trend and create a core concept leader to make a good profit. Brother Sun, what do you think?"

Sun Chengyu thought for a moment and said, "Regarding the main theme of 'big infrastructure', the current market sentiment is still fermenting. It is indeed possible to continue to make a wave of sustained market trends and create a core concept leader stock. However, how to choose this concept leader is still a problem."

Zhao Qiang said: "According to the market trend, the strongest stocks in the market today, with a market value of less than 100 billion, are 'Shenhuo Shares', 'Pingmei Energy', 'Tianshan Cement', 'Beijiang Communications Construction', 'Capital Group', 'Yu Development', 'Bayi Steel', 'Linggang Shares'. Brother Sun, which one do you think has the leading attribute?"

"I feel that the four companies, Shenhuo Shares, Tianshan Cement, Beijiang Communications Construction, and Beijing Capital Group, are relatively more leading companies," said the hot money investor who spoke earlier. "And according to the Dragon and Tiger List, the Fushan Group has already intervened in the Shenhuo Shares."

Sun Chengyu thought for a while and said, "Based on the current situation, there is still a lot of uncertainty about which one will come out on top, and we cannot tell which one will be the leader. However, the four bonds that Lao Yang just mentioned are indeed quite popular at the moment, and their circulation is moderate, so they are indeed suitable for relay speculation."

"In fact, the check from 'Gemdale Group' is not bad," said Lao Yang. "It has enough market recognition, and investors are actively following suit. It is also a 'Fuxing Road' concept stock, and institutions are actively participating. However, the market is too large, and with our capabilities, I'm afraid it will be difficult for us to dominate the market."

"Forget about 'Golden Land Group'." Zhao Qiang responded, "This kind of core industry leader has billions of funds each, which is not enough to pull it out. What's more, there is a lot of institutional funds in this check, and the chips are too messy. If we rush in rashly, it will be very easy for the other party to do the wedding dress."

"Please pay more attention to the three checks of 'Shenhuo Shares', 'Pingmei Energy' and 'Shouchuang Shares' tomorrow." After thinking for a while, Sun Chengyu responded, "In the recent market, the driving ability of the 'Fushan Group' is still good, and its related seats also have a premium. As for the check of 'Beijiang Communications Construction', the market recognition is sufficient, but today this check is led by the 'Qilu Gang'. This fund often likes to eat alone. Even if you want to do it, you have to wait until this fund is used up and the chips are cleaned up before considering it."

"Brother Sun is right." Zhao Qiang agreed, "The Fushan School has done a good job recently."

While in the 'Yuhang main hot money' group, everyone was discussing the subsequent market conditions and preparing to identify the core concept stocks and make a big move as the subsequent market conditions further fermented.

At this moment, he is among the main hot money group of the "Fushan Group".

Li Jinshi, Chen Guiyun, Liao Guoxiang and others were in a good mood after looking at the market's top performers data.

"With such aggressive buying by institutions, it looks like tomorrow's market will be promising again," said Li Jinshi. "Fortunately, I acted decisively today. I knew it... With such a strong market logic, it's impossible for these major funds in the market not to be aware of it and to follow suit."

"Old Li, this time, you really seized the opportunity." Chen Guiyun said with a smile.

Li Jinshi laughed and said, "It's just so-so. Mr. Su from Huayi Capital is really great. The linkage between the two markets has attracted a lot of incremental funds."

"Mr. Su from Huayi Capital is truly incomparable in his trading methods and ideas." Liao Guoxiang also responded at this time, "Especially the method of linking the two markets, which has really attracted the attention of all financial investors in the mainland and Hong Kong. Coupled with the news of rising housing prices in major cities, it is easy for him to bring out the line of 'big infrastructure'."

"Old Liao, do you think... the 'big infrastructure' line is now complete?" Chen Guiyun asked, "I feel that the pattern and trend are almost there."

Liao Guoxiang thought for a moment and said, "It depends on which aspect you analyze it from. If we compare it with the previous main lines of consumption and medicine, the current line of 'big infrastructure' may have to withstand the test of emotional divergence. If we analyze it from a short-term perspective, there is no doubt that the hype of the main line of 'big infrastructure' has already started, and market sentiment is rising rapidly. Stocks that have hit the daily limit today and stocks that have risen sharply will basically have a good premium tomorrow."

"Of course, it is from the perspective of long-term thinking logic." Chen Guiyun said, "I feel that the line of 'big infrastructure' will become the main line of the market in the second half of the year, or even longer. Just like consumption and medicine, it is very likely to prompt many major capital groups in the market to concentrate on this main line."

Liao Guoxiang said: "It is possible, but it has little to do with our short-term funds. We just need to seize this wave of market trends."

"Haha... Lao Liao is right." Li Jinshi laughed and said, "Lao Chen, don't think too much. In a bear market, who cares how the market will develop in the long run? Besides, we are not those public fund institutions in the market that cannot short their positions. If there is a market, we will do it. If there is no market, we will take a break. That's it."

"Okay." Chen Guiyun responded, and then said, "Tomorrow's market trend will most likely still revolve around the main line of 'big infrastructure'. Should we continue to trade 'Shenhuo Shares', 'Tianshan Cement'... these stocks? Continue to increase positions, or lock them?"

Li Jinshi thought for a moment and responded, "I think we still have to wait and see how the overall market sentiment develops tonight and the call auction trend tomorrow. If the sentiment feedback tonight is good and the buying funds are still acceptable in the call auction trend tomorrow, then we can continue to lock in positions, or continue to increase positions to make a profit."

"We also need to observe the feedback from external market trends." Liao Guoxiang added, "We must not forget that this is a bear market. The market's bullish sentiment comes and goes quickly. At the same time, everyone's general investment risk appetite is low. Once the market's bullish sentiment declines slightly, or the external trend is too bad, it is very easy to cause profit-taking in the market and concentrated panic selling by retail investors who follow suit."

"That's right." Li Jinshi said, "We have to be prepared for both situations."

"I feel that if the external market trend is bad, the mood will fall slightly in the evening, and tomorrow morning, the market will diverge, which will be a good buying point." Chen Guiyun thought for a while and said, "As for the core theme of 'big infrastructure', at present, whether it is 'Huayi Capital' or other major capital institutions in the market, they have been deeply involved. Moreover, on the market dragon and tiger list today, so many institutional seats are on the list, so this main line is definitely not a one-day market, or a daily market.

I think this main line can still open up the pattern a little bit and be carefully analyzed.

At least under the current sentiment and expectations.

Like 'Shenhuo Co., Ltd.', 'Beijiang Communications Construction', 'Pingmei Energy', 'Shouchuang Co., Ltd.'... these are the stocks with daily limit that are highly recognizable in the market today.

Tomorrow we will support the call auction trend and continue to stimulate bullish sentiment in the market.

It is relatively easy to achieve continuous daily limit up.

Moreover, the current share prices of these stocks are severely oversold, and the huge amount of trapped shares are basically concentrated at a point 50% above the current share price.

Therefore, we don’t need to worry about the locked-in disk being too heavy and suppressing the market.”

"Old Chen, you are really greedy." Li Jinshi chuckled, "But what you said does make sense. After a few days of brewing, the sentiment of the core theme of 'big infrastructure' has exploded to such an extent. It would be a pity if we don't do a serious job under this sentiment and don't create a leading stock with consecutive boards."

"Don't be too optimistic." Liao Guoxiang said calmly, "Although the main funds of various institutions have increased their holdings in the main direction of 'big infrastructure' today, the market as a whole has not increased much. This shows that off-market funds have not actively entered the market, and it also shows that many retail investors are still reluctant to chase high prices and are hesitant about the trend of the main trend of 'big infrastructure'.

It depends solely on the spontaneous behavior of funds in the current market and the guidance of the institution "Huayi Capital".

It is not yet possible to form an emotional climax.

If we want to take advantage of the market's continued high sentiment and create a wave of concept leader stocks that continue to rise, in addition to the support of the leading stocks in the core industries in the market, we also need some policy directions, or favorable industry directions. "

"The policy direction and industry direction are favorable?" Li Jinshi thought for a moment and said, "The previous 'supply-side structural reform' policy is favorable, and the Ministry of Housing and Urban-Rural Development has relaxed urban purchase restrictions and relaxed the sales price limits of real estate developers. The central bank has lowered housing loan interest rates and increased housing loan quotas. Aren't these favorable factors enough?"

Liao Guoxiang said: "It is enough to promote the long-term healthy development of the industry and the fundamental changes in the industry, but... these positive news were released before. For the recent market, especially for retail investors who chase ups and downs, they don't have much stimulating effect. Only recent positive news, or the latest positive news, can have a greater stimulating effect on the market."

"Then let's look forward to the evening and see if there will be any new positive news in the market." Li Jinshi smiled and said, "When the market sentiment is enthusiastic and generally bullish, the positive news will be magnified accordingly, and people will look for positive news in the market. I think... under this market sentiment atmosphere, we can still look forward to something."

After saying this, he turned his gaze to the market information interface.

As market time continues to pass, with everyone's continued attention and expectations.

At 8 o'clock in the evening, the market actually saw a lot of positive news regarding steel, coal, nonferrous metals, construction, real estate and other sectors. The country also made more detailed deployment and explanation of the policy of "supply-side structural reform", and demonstrated some of the achievements made since the implementation of this reform policy.

There are also the latest production capacity data released by the steel and coal industries.

It also shows that the serious overcapacity problem in the entire industry is gradually being resolved.

In addition to the favorable policy direction...

In terms of public market information, news about housing prices in various places, news about many real estate projects being sold out as soon as they were launched, and news about people queuing up and drawing lots to buy houses have also appeared on many hot searches on the Internet.

The announcement of these favorable news directly boosted the financial market.

Countless investor groups are looking forward to the follow-up market trends of the core theme of "big infrastructure", which has also rapidly increased the investor groups' attention and discussion on this theme.