Rebirth of the Capital Legend

"I also feel like the 'Hua Yi Capital' run by Brother Su is buying up stocks on a large scale." Lao Zhang thought for a moment and responded, "This kind of large-scale concentrated buying up is very much like the work of hot money, but among the hot money groups currently active in the market, except for 'Hua Yi Capital' run by Brother Su, which has such a large amount of funds to sweep the market, other hot money groups do not have such a large amount of funds.

Moreover, if the amount of capital is not huge, it would not touch the core stocks with large weights such as "Golden Land Group", "Poly Real Estate", "Shenhua Coal Industry"...

Also, if other institutions build positions.

I don’t think it will be so ostentatious, and it won’t be this kind of position building method.”

"If it is the 'Hua Yi Capital' institution headed by Brother Su..." Old Wu thought for a moment and said, "Brother Su's concentrated purchase of stocks in this way and with this method should be aimed at taking this opportunity to further promote the money-making effect of the market and further stimulate the hype of the main line of 'big infrastructure'."

"Yes, I think so too." Xu Qiao said with a smile, "It seems that Brother Su still has a special liking for the core theme of 'big infrastructure'!"

Lao Zhang replied: "This is not called a special liking. It should be said that in the current market, looking at it horizontally and vertically, only the main line of "big infrastructure" has a smooth logic, and it happens to be at the historical bottom, with the potential for speculation to explode. The others... whether it is Internet software, film and television media, or the main line of the new energy industry chain, either have completely overdrawn expectations in the speculation of the last round of bull market, or the fundamentals are getting worse and worse, and there are no expectations, or the expectations are good, but the stock price has already reflected the expectations, and the internal chip structure has been dispersed due to the exit and selling of many major institutions, and it is not easy to re-condense emotions and consistent capital expectations.

And since "big infrastructure" is the core theme.

Whether it is expectations or the current position, it has the potential for investment and speculation.

The Huayi Capital, which is run by the Su brothers, has already built up a lot of chips, so there is no reason for it not to continue with this main line. "

"In terms of expectations, the liquor, white goods, and pharmaceutical sectors that are supported by institutions in the market are actually quite good," said Lao Wu. "It's just that the position is a bit awkward. It can't attract too much follow-up funds, nor can it attract the many hot money active in the market to work together to make a profit."

"I don't think it's a matter of expectations at all," Xu Qiao said. "Admittedly, the future prospects of liquor, white goods, and pharmaceutical sectors are good, and the performance of a number of leading stocks in the core industries within the sectors is stable. However, in the perception of active funds in the market and in the perception of many retail investors, these major sectors are risk-averse and defensive sectors.

What is the safe-haven defensive sector?

What this means is that when the market conditions are bad and the stock market is falling, it is the place where funds from all walks of life gather together.

In fact, according to previous market trends.

As long as the liquor, white goods and pharmaceutical sectors rise, they will siphon funds from other market groups.

At the same time, it will also bring a psychological expectation and suggestion to many investors in the market, which means that the market is going to fall again.

Therefore, the continued rise in the liquor, white goods, and pharmaceutical sectors will only lead to a further depletion of market liquidity, further collapse of everyone's confidence in the overall market bullishness, and will also cause other small-cap stocks and other main concept stocks to fall more sharply.

According to the market trend over the past six months...

There is no doubt that the liquor, white goods, and pharmaceutical sectors cannot lead to a general rise in the market, nor can they gather the market's unified bullish force.

On the other hand, let’s look at the core theme of ‘big infrastructure’.

As for the market trends in the past few days, the main line of "big infrastructure" has exploded.

Instead, the market experienced a rare general rise.

Therefore, judging from the current overall market structure, it seems that only the core-related sector of the "big infrastructure" main line can truly drive the market's bullish sentiment and consolidate everyone's bullish confidence.

I believe that Brother Su also saw this point, so he generously laid out a number of weighted stocks in the main line of "big infrastructure", intending to create a money-making effect, attracting capital groups inside and outside the market to concentrate on long positions, and then create a continuous upward trend in the core main line of "big infrastructure." "

"That's one aspect," Old Wu said. "The fundamental reason is that the core theme of 'big infrastructure' has a strong logic of expectation. At the same time, the stock price is at a historical low, and there are few institutional players lurking in the market. It is easy for everyone to collect chips, and it is easy to form a consistent long expectation."

"Since the main line has already emerged, there is no need to analyze the underlying logic." At this time, Brother Chen interrupted and said, "Let's follow the market funds. The market has shown positive feedback, which means that the long sentiment in the market has been guided out. Since the market trend is developing in a positive direction, we should respect the market and continue to go long."

"In fact, if you want to judge whether the big funds that just pushed up the weighted stocks of the 'big infrastructure' main line violently are from Brother Su, you can also look at the trend of the Hong Kong stock market next door." Lao Zhang observed the trend of the Hong Kong stock market and continued, "According to my observation, the domestic real estate stocks that had previously moved abnormally in the Hong Kong stock market also moved synchronously today after the big adjustment yesterday. Currently, stocks such as 'Rongchuang Real Estate', 'Jingcheng Holdings', 'Kewan Real Estate', 'Country Garden', 'Hengda Real Estate', etc. in the Hong Kong stock market have basically turned red from the deep water at the beginning of the trading session."

"Really..." Old Wu exclaimed in surprise, "It seems that Brother Su is deliberately revealing his motives and traces of his manipulation!"

Brother Chen smiled and said, "Old Wu is right. Judging from the two-way linkage trend of the Hong Kong stock market and the A-share market, the main force of the big money that just violently pulled up the market is most likely the 'Hua Yi Capital' institution headed by Brother Su. And he deliberately leaked his own trading traces. I guess... his purpose is to use his influence to send a signal to some smart money groups in the market and other institutional groups that follow suit inside and outside the market, attract these capital groups, concentrate on long positions, and work together to create the core theme of 'big infrastructure'."

"Since we have confirmed based on the marks on the disk that it was Brother Su's work..." Xu Qiao laughed, "Then there is no need to worry."

After saying this, without waiting for a response from several people, he poured tens of millions of funds into the rapidly rising stock market of Pingmei Energy, continuing to violently push up the price of this leading stock in the coal sector with a high market recognition.

As he continued to invest funds, he violently pulled up the market and went long.

In the entire market, seeing the surging buying in the main field of "big infrastructure" and that many core concept leading stocks have been rising rapidly, showing expectations of a rebound, a large number of active hot money and keen follow-up fund groups instantly began to follow suit.

And at the same time...

Some institutional investors in the market were originally hesitant and wanted to wait for the main line of "big infrastructure" to continue to adjust and wanted to build positions at a lower position.

At this time, we saw that the main line of "big infrastructure" suddenly reversed.

We see a large amount of active funds flowing into this core sector.

He panicked and stopped waiting, and quickly asked the traders to invest funds and buy in large amounts.

Under the joint efforts of various market funds, including hot money, active follow-up fund groups, and many fast-following institutional funds, the main line of "big infrastructure" that has reversed the downward trend is surging forward.

At this time in the Magic City, inside the "Hua Yi Capital" institution, in the trading room of the main fund "Hua Yi Expedition No. 1".

Fund manager Hou Baolong stared at the rapidly changing market conditions in the two markets and reported to Su Yi, "Boss Su, after our large-scale buying spree, the sentiment in the market has reversed."

"Okay." Su Yi, who was also staring at the changes in the market trends of the two markets next to Hou Baolong, nodded slightly and said, "Now that the emotions are out, it will be easier to do later. As long as the market funds can reach a consensus, the main line of 'big infrastructure' will be reversed with a high probability."

"I think so too." Hou Baolong nodded slightly.

Su Yi paused and continued to ask: "How much does our fund currently hold in the main line of 'big infrastructure'? Have you completed the established trading plan?"

Hou Baolong chuckled and responded, "In the past ten minutes of the morning session, we have taken over the panic selling, profit-taking and loss-stopping orders from the market, and have quickly bought more than 20 billion yuan in total. If we include the Hong Kong stock trading market that Team Leader Wang is responsible for, the total purchase amount should be around 25 billion.

Yesterday we took the opportunity to sell off nearly 5 million chips, and today we bought back 25 billion.

Overall, the established initial position building tasks have been completed.

We also took advantage of the panic sentiment on the market, amplified the market volume, and took the opportunity to buy at a low level. Our overall position building cost was at least 7% lower than we expected. "

"Not bad." Su Yi said with a smile, "Since our fund has completed the initial position building task, let's continue to drive the market's bullish sentiment, gather the strength of various funds in the market, and truly create an upward trend of the core theme of 'big infrastructure' and a consistent bullish expectation."

After completing the first phase of the position building target.

The next step is to concentrate on pulling up the market, creating the main trend and maximizing market profits.

Moreover, after this wave of violent market cleansing, a large number of short-term profit-taking orders were cleared out, as well as other floating trapped orders and stop-loss orders.

Su Yi estimated that in the main area of ​​"big infrastructure", the selling pressure should be much lighter than before.

At this time, coupled with the reversal of the market's bullish sentiment, he believes that if funds are concentrated and a concerted effort is made, the main trend of "big infrastructure" should be re-emerged and its trend will form a counter-attack pattern to yesterday's trend.

"Okay, Mr. Su." Hou Baolong responded.

Then, without waiting for Su Yi to give further instructions, he immediately issued new trading instructions to each trading group in the trading room.

When his new trading instructions are issued.

The entire trading room was filled with the sound of clear keyboards.

Then, amid the crackling sound of keyboards, tens of millions and hundreds of millions of funds in various trading sub-accounts of the main fund "Huayi Capital Expedition No. 1" rapidly flowed into the A-share and Hong Kong stock markets through the hands of traders, and continued to buy related core main-line weighted stocks at any cost.

And when huge amounts of funds from the main fund "Huayi Capital Expedition No. 1" continue to be invested in the market.

Whether it is the A-share market or the Hong Kong stock market.

Real estate-related core weighted stocks, coal, nonferrous metals, steel, construction and decoration, building materials... and other related sector-related weighted stocks.

There was a continuous violent buying of tens of thousands of main buy orders, and the stock price continued to rise.

"Fuck, Gemdale Group and Conch Cement are going to hit the daily limit!" Noticing the terrifyingly strong trend of the core stocks after the overall abnormal rise of the main line of the market's 'big infrastructure', Li Jinshi, one of the main speculators of the 'Fushan system', smacked his tongue in surprise, "This strength, this buying... is really beyond expectations."

"Judging from the buying power..." Chen Guiyun immediately replied, "Yesterday's market trend was purely a wash-out led by big funds."

"Is there some major good news coming?" Li Jinshi asked doubtfully.

Liao Guoxiang responded: "I haven't heard of any new good news in the market yet. But regardless of whether there is such news or not, the market sentiment has reversed today, and large funds from all walks of life have concentrated on buying violently. It is very obvious that real money has been invested in the market."

"Brother Liao means..." Li Jinshi said, "We should respect the market trend?"

Liao Guoxiang nodded and said, "No matter what time, we must respect the market trend. The market is always right. Since the market sentiment has reversed and the main line of 'big infrastructure' has reversed, we don't have to doubt its logic or whether it is a trap for investors."

"It shouldn't be a lure to buy more." Chen Guiyun said, "So much money has just been liquidated in the early trading session. It's meaningless to lure more investors at this time."

"There must be some good news that we don't know about, right?" Li Jinshi paused and continued, "The speed at which the market exploded is too fast. Moreover, on the entire market, big funds are really desperately staring at the core stocks related to the main line of 'big infrastructure' and hot concept stocks. Buying orders are simply endless and keep going up."

Liao Guoxiang said: "Our information channels cannot be compared with those of institutions, and regardless of whether there is potential blockbuster good news, the current market feedback is positive. The trend of the main line of 'big infrastructure' forming a reverse package is actually demonstrated, and various large funds are scrambling to buy shares, which is also a real occurrence.

In this case, there is no need to worry about whether it is good or bad.

Buy now and act first.

Only when we have bargaining chips in our hands will there be value in discussion and the significance of exploring the underlying logic and information changes.”