Rebirth of the Capital Legend

Hearing Brother Chen's surprised voice, Xu Qiao, Lao Zhang, and Lao Wu hurriedly turned their eyes to the homepage of the social media website, and indeed saw the discussion topic about "Huayi Capital" continuing to increase its holdings of real estate-related stocks and making large-scale layouts in the domestic real estate market.

And, when the three of them clicked on the topic.

I found that there were quite a few industry organizations participating in the discussion.

"Brother Su's market influence is indeed growing." Old Wu also showed a surprised look on his face at this time, and said, "Such a hot topic discussion should attract the attention of many investors and capital groups outside the market. This is obviously beneficial to the overall market trend next week and the fermentation of the bullish sentiment of the main line of 'big infrastructure'."

"It's only been a short time since the market closed, and this topic has become so popular. I feel like..." Lao Zhang thought for a moment and responded, "I feel like someone is deliberately fanning the flames!"

"Yes, yes, I feel the same way." Xu Qiao responded quickly.

Brother Chen thought for a moment and said, "It is probably that there are institutions in the industry that also have heavy positions in the main field of 'big infrastructure', or the main funds are hyping up the hot spots of 'Huayi Capital', which is headed by Brother Su, and the large-scale increase in the main line of 'big infrastructure', as well as the layout of real estate-related stocks, in order to attract more attention from institutions and capital groups. Otherwise, it stands to reason... it is impossible for such a hot discussion. After all, this is not an online stock discussion forum, nor is it a financial or economic website."

"Brother Chen, do you think... this will be effective?" Xu Qiao asked.

Brother Chen thought about it for a while and responded, "It's hard to say. After the battle in the British pound exchange market, 'Hua Yi Capital' headed by Brother Su has become famous in the domestic financial industry. In addition, Brother Su's previous investment record in the stock market was also brilliant enough. Using his fame as a starting point to hype and attract off-site funds to enter the stock market, and attract investors who left before to come back, it should still be able to achieve some results. As for whether it will be useful for the market fermentation of the core theme of 'big infrastructure', no one can accurately predict it.

Can the core theme of "big infrastructure" become the sustainable core theme of the market?

Can we see a sustained and objective upward trend?

Can it attract enough institutional groups in the industry to enter and lock in positions for long-term investment, replicating the previous trends of the liquor, white appliances, pharmaceuticals and other sectors?

It depends on how sentiment develops and how fundamentals change.”

"From the current fundamentals, I think the core theme of 'big infrastructure' has a chance to replicate the previous liquor, white goods, and pharmaceutical sectors and become a growth bull theme." Xu Qiao said, "The recovery of the property market will not end in a few months, and the macro policy support such as urbanization construction, the new era of the Maritime Silk Road, and supply-side structural reform will not last for one or two years. In the long run, the entire 'big infrastructure' theme has strong expectations for fundamental transformation, and many core leading stocks in the industry are fully capable of explosive performance."

"I also think that the core theme of 'big infrastructure' will most likely be the focus of big funds in the second half of the market." Lao Zhang responded, "Brother Su's 'Hua Yi Capital' organization continues to buy and build positions in the entire 'big infrastructure' main line. Its purpose... is definitely to have lofty ambitions and will not be a short-term market.

In the current A-share market, whether it is short-term investment ability or long-term trend judgment ability.

On seizing opportunities.

I have never seen anyone stronger than Brother Su.

Since the Su brothers dared to increase their positions and go long at this position, and almost in the form of a rush to buy, they concentrated on building positions in a number of industry-leading stocks in the main field of "big infrastructure."

Then we have great confidence that the core theme of "big infrastructure" can be realized.

In this case, we should not worry too much and just go long with peace of mind. We can continue to increase our positions after the market opens next week. It is rare to have such a clear main line and the opportunity to go long with a large position without worrying about it. "

"It still depends on the specific development of the subsequent market." Lao Wu said, "The core theme of 'big infrastructure' covers many concept sectors and industry sectors. Overall, the scale is very large, which is larger than the total scale of the previous liquor, white appliances, and pharmaceutical sectors.

With such a large volume, it is necessary for the market to break upward consistently.

The amount of funds needed to undertake the long position is quite a lot.

The market is currently in a bear market phase and liquidity is relatively limited.

Even though the fundamentals of the main line of "big infrastructure" are gradually improving, it is still a big question whether there is enough capital to take over the market.

After all, when it comes down to it, the ultimate reason for stock prices to rise is still determined by buying funds.

Also, it is not just about good performance, but also about sufficient expectations for performance explosion that will lead to stock prices rising and the main market line emerging unimpeded.

There are quite a few stocks in the market that have good performance and whose share prices are still hitting new lows.

If "big infrastructure" is such a big theme and wants to succeed, form a sustained upward trend, and bring about sufficient market continuous money-making effects, I believe it is closely related to market liquidity.

While we are doing long positions, we must pay attention to changes in market liquidity.

In other words, if we can attract off-market funds and have continuous incremental funds entering the market to go long, then we can look forward to subsequent market trends.

If there is still no obvious incremental funds entering the market, and if the subsequent market sentiment gradually becomes depressed.

So, I judge...

In the main field of "big infrastructure", the most that can be done is to trade in short-term trends.

After all, with such a large scale, it would be difficult to sustain without sufficient incremental funds if the market trading volume cannot continue to expand.

If the subsequent long funds cannot sustain the market.

Then, the valuations of the core leading stocks in this main field will be suppressed.

When the valuations of core leading stocks are suppressed, other stocks in the main line areas will naturally have little chance. "

"Old Wu's worries are not without reason." Brother Chen continued, "At present, the market is very excited about the core theme of 'big infrastructure', and it is difficult to be objective. In fact, it is indeed as Old Wu said that the core theme of 'big infrastructure' is too large in size in all sectors. To start such a main line, it requires a huge amount of incremental funds to continue to attack and undertake.

At present, if the bear market pattern remains unchanged, it will be difficult for sufficient incremental funds to continue to enter the market.

This brings hidden worries to the subsequent market development of the main line of "big infrastructure".

Naturally, we can be aggressive in going long on the core theme of "big infrastructure".

But when going long, you should also pay attention to potential risk points. When the market trend is not right, you should harvest profits in time. "

"According to Brother Chen..." Xu Qiao paused, and then continued, "With the fundamental changes in the core theme of 'big infrastructure' and the overall recovery of the offline real estate market, can the market change its overall trend and turn from a bear market to a bull market?"

"I think it's difficult." Brother Chen said, "It's only been a year since the last bull market. Even though the major indexes have almost halved compared to their highs, and individual stocks have only one-third or even one-quarter of their highs, the previous stock market crash, when thousands of stocks hit the daily limit at any time, left a deep impression on everyone.

Another thing is that the macroeconomic trend over the past year has not been very good.

It’s just that the recovery of the real estate market will stimulate the macro-economy to some extent, which is a good thing.

But, the same...

The recovery of the real estate market will also siphon hot money from the market, causing the hot money that should have flowed into the stock market to flow into the property market, thereby causing a further shortage of stock market liquidity.

What's more, seeing that the Federal Reserve is about to raise interest rates and the dollar tide has started, my country's central bank does not dare to continue to cut interest rates and reserve requirements on a large scale to release market liquidity at this critical juncture.

That is to say, from the current perspective, the next one to two years is foreseeable.

The overall market liquidity is likely to gradually decrease.

Since the conditions for abundant liquidity do not exist, the basic conditions for the birth of a bull market are obviously questionable.

In addition, the time and space for market adjustments are still slightly insufficient compared with the past history of bear and bull markets. I think the chance of a bull market and a bear-bull transition is currently quite slim. "

"Since the market's bear-bull transition is basically impossible, the chances of the core theme of 'big infrastructure' ushering in the Davis double-click under the rapid improvement of fundamentals are quite slim." After understanding Brother Chen's analysis, Xu Qiao couldn't help but sighed and said, "Alas, it seems that we still can't have too high expectations for the current market!"

"It is impossible to switch from bear to bull, but the local market trend should still be possible." Lao Wu said, "The logic that fundamentals drive the main market trend and improve the performance and valuation of core stocks in the main field is still relatively smooth, so the main trend of 'big infrastructure' is still doable at present. We can only say that we should not have too high expectations and we should be able to stop when we see good results at critical moments."

"Well, let's take it one step at a time and see what happens." Xu Qiao responded.

After the detailed analysis by Lao Wu and Brother Chen, he felt much calmer and more objective about the subsequent market trend of the core theme of "big infrastructure".

"Since we can't follow the bull market thinking, let's just follow the short-term thinking." Lao Zhang paused and said, "When market liquidity is obviously limited, it seems that small-cap concept leading stocks that stick to the main line will have higher flexibility and be easier to do."

"Well, there is such a saying." Old Wu nodded and responded, "In a weak market, funds will gather together more strongly. This happens not only to institutions, but also to hot money active in the market."

"Institutions have their own way of banding together, and hot money has its own way of banding together." Brother Chen responded, "Look at the records of Pingmei Energy, Shenhuo Shares, Beijiang Communications Construction, Beijing Capital Group, and Tianshan Cement. These are clear evidence of the active hot money banding together in the market."

"At present, there is no sign that institutions have formed a group on the core leading stocks in the main line of 'big infrastructure', right?" Xu Qiao said, "It seems that the vast majority of institutions in the industry are still grouping on the core stocks in the liquor, pharmaceutical, white goods and other sectors."

"Yes." Old Wu said, "After all, the logic of the current core theme of 'big infrastructure' has not been fully verified by the market. In addition, this core theme has only been going on for a few trading days, and institutions probably haven't had time to establish positions yet."

"Institutions have a strong demand for building positions, so the recent market conditions will not be bad." Lao Zhang said, "I think the correct way and method is to take advantage of this wave of institutional position building to hype up related popular core concept stocks and take profits at the right time. Haha... Brother Su, this wave of market conditions... should have caught many institutions off guard, right?"

Along with this, several core figures in the Modou Super Short Gang’s internal group had heated discussions with each other.

At this time, on the stock exchange platform of the whole network, there are also comment areas of major financial media websites, and in the online community areas where retail investors gather...

Countless retail investors are buying into the fact that 'Fuxing Road' has reappeared on the Dragon and Tiger List of the two cities.

Regarding the topic of "Hua Yi Capital" massively increasing its holdings of core leading stocks in the real estate sector, which has become a hot topic on social media websites.

At this moment, the discussion was heated and everyone was very excited in their words.

"Haha, Mr. Su's 'Fuxing Road' seat once again bought up the core leading stocks in the 'big infrastructure' main line. The trend will continue next week. This time, there is definitely an expectation of a sustained big rebound."

"What a big rebound! It feels like a small bull market."

"I also feel that there is a small bull market. Refer to the big bull market in 07. After the market crashed in 08, there was a small bull market in 09 where the index doubled. And that wave of market seemed to be led by nonferrous metals, coal, real estate and infrastructure."

"The more I look at it, the more it resembles the real thing. Maybe history can really repeat itself!"

"I feel that history is always surprisingly similar. Mr. Su is really amazing. The timing of this market is so clever."

"Not only is the stock market trend similar to 09, the real estate boom is also very similar to 09."

"Oh my god, it really looks like..."

"It feels like every time there is an explosion in the real estate market, the stock market is not much different."

"This is natural. There is an inevitable correlation between the two. After all, the boom in the real estate market will inevitably stimulate the macro-economy, and a good macro-economy will also stimulate corporate performance. If corporate performance improves, everyone will make money. How can the market be bad? How can stock prices not rise?"

"That makes sense. The more I watch, the more excited I get. What should I do?"

"What else can I do? I have to raise money quickly and increase my position when the market opens tomorrow. Haha... I can just buy the stocks that Mr. Su bought in Fuxing Road without thinking. I will definitely make a lot of money."

"It's more than just a big profit. I have a feeling that this wave of real estate market will at least double the price."

"Double? That's too small a goal. Just aim for ten times the space."

"Awesome! You're looking at ten times the space now?"

"Do you know what the 'Davis Double Click' is? The dual improvement in performance and valuation. Originally, the valuations of a number of core leading stocks in the main line of 'big infrastructure' were at historical bottoms. Coupled with the continuous decline in the previous six months, their stock prices are also mostly at historical bottoms. Now, the industry fundamentals have reversed, how can there be room for growth?"

"Fuck, this suddenly makes a lot of sense!"

"No doubt about it. We will quickly increase our positions and go long tomorrow. Follow President Su and go long in the market to create room for a bull market."

Along with the passionate discussions of countless retail investors, as time goes by, the market's financial media and institutional players are also making every effort to promote it.

Promoting real estate stock investment opportunities in the booming property market.

Propaganda about how undervalued the current stock market is and how good the future opportunities are.