Rebirth of the Capital Legend

"Well, Lao Li is right." Chen Guiyun said, "Market opportunities are always born in places where funds are concentrated. The patterns and methods of transactions do not have to remain unchanged. As long as the ultimate goal is to make a profit, anything can be done."

In his opinion, he is the real master of speculation in the market.

Usually, they are very proficient in all kinds of trading models and are quite keen on grasping opportunities.

Nowadays, since the investment style of the market is changing significantly, the trading difficulty of large tickets in the market is obviously lower than that of small tickets with relatively scarce liquidity. There is no reason to stick to the previous trading model and seek profits in the more difficult market trading areas.

As the main speculators of the 'Fushan Group' discussed the market, several people did so.

And related discussions on future trading patterns.

The market time has unknowingly moved to 5 o'clock in the afternoon, and the Dragon and Tiger lists of the two markets have been refreshed.

According to the updated market dragon and tiger list, we can see that the number of active hot money seats on the list is increasing rapidly. At the same time, the net buying funds of institutions are also increasing continuously. The institutional seat of "Huayi Capital", which has a huge influence on "Fuxing Road" and is attracting much attention, is also continuing to buy.

"Fuxing Road is still adding to its holdings. It's really aggressive."

After noticing that Fuxing Road was still being bought on the Dragon and Tiger List, some retail investors gathered on the online stock investment discussion platform could not help but sigh in surprise.

"Mr. Su is really awesome. Recently, Huayi Capital should have increased its holdings of billions of funds in the main line of 'big infrastructure', right? The continuous large-scale buying behavior... This should show that Mr. Su is still very optimistic about the subsequent market of the core line of 'big infrastructure', and is full of confidence in the subsequent market development of the core line of 'big infrastructure'."

"For the current Huayi Capital, a few billion is not a lot, right? Didn't we say before that Mr. Su of Huayi Capital, who manages the Huayi Expedition No. 1 fund product, holds several billion in the stock of Qianzhou Moutai alone?"

"The holding scale of the fund product 'Hua Yi Yuan Zheng No. 1' in the stock of 'Qianzhou Moutai' is more than several billion. According to the semi-annual report data released by 'Qianzhou Moutai' and the list of the top ten circulating shareholders, the fund product 'Hua Yi Yuan Zheng No. 1' managed by President Su has held about 4.95% of this stock, with a total holding of about 170 billion."

"Fuck, around 170 billion? How optimistic is that?"

"Unfortunately, the share price of 'Qianzhou Moutai' is too expensive. I can't afford it at all."

"The share price of more than 300 yuan is not bad, but the key is that compared with last year's stock market crash, the share price of 'Qianzhou Moutai' has almost doubled, setting a new historical high. I can't bring myself to buy it."

“The general position of the liquor sector is currently relatively high.”

"So, we must seize the opportunity of this 'big infrastructure' theme. Look at the stocks that the 'Huayi Expedition No. 1' fund headed by General Manager Su has bought in large quantities using the 'Fuxing Road' seat. Whether it is 'Conch Cement', 'Shenhua Coal' or 'Poly Real Estate', their current positions are still relatively low."

"The position is relatively low, but the market cap is very large, and all of them are heavyweight stocks."

"Mr. Su's investment style is completely different now. The stocks he buys are basically all core large-cap stocks."

"Yes, it was still the Su boss during the stock market crash last year. He created so many short-term bull stocks, including Teli A, Meiyan Jixiang, Tianci Materials, Duofuduo, Kewan Real Estate, and Huaguo Heavy Industry. It seems that we will never see such a situation again."

"There should be no way for Mr. Su to change his investment style, right? After all, the amount of funds he is in charge of is already very large. With tens of billions of funds, it is impossible for him to speculate on the short term like before. Embracing core leading stocks with more liquidity is the right choice."

"That's true, but it's a bit of a pity... I can't follow suit violently."

"The heavyweight stocks can also follow the trend. Looking at the market trends over the past six months, are the heavyweight stocks generally stronger than the small-ticket stocks?"

"It's moving more aggressively, but that's also the result of institutions banding together. I won't be a supporter of institutions."

"In the current market, institutions are much friendlier than hot money."

"Yes, stocks dominated by institutions are generally rarely hit by A-killing, while stocks dominated by hot money have been hit by A-killing at every turn in the past six months."

“It seems that there are fewer A-share stocks that have been killed recently.”

"That's because the market's investment sentiment has generally warmed up, a lot of off-market funds have come in, the market's liquidity has become abundant, and naturally there are fewer stocks that are being killed in the A-share market."

"Today, Mr. Su's Fuxing Road seat continues to appear on the Dragon and Tiger list. Although it is a bit unexpected, it is also reasonable. At present, the market trend of the core theme of 'big infrastructure' is likely to continue. Moreover, the previous hype leaders have basically hit new highs after drastic adjustments. It feels that the hype sentiment of this major theme is still rising, and it can continue to carry on in the future."

"Should we take over stocks like Conch Cement, Shenhua Coal, Poly Real Estate, etc?"

"It is natural to take over small-cap short-term stocks. As long as the market investment sentiment can be stabilized, it will be easy to form a pattern where big tickets set the stage and small tickets perform."

"Anyway, at the moment, I think we should be more optimistic."

"According to the data from the Dragon and Tiger List, the short-term speculative leaders of the core theme of the market, 'big infrastructure', should still be 'Pingmei Energy', 'Tianshan Cement', and 'Capital Group', right?"

“Is Pingmei Energy also a leader in the main concept of ‘big infrastructure’?”

"I don't think so, but the trend of the 'coal' sector this time is linked to the trend of the 'big infrastructure' main sector. How do you explain this?"

"The expectations of the two are consistent, so naturally, they will form a complementary and symbiotic relationship in terms of trends."

"In fact, in comparison, Pingmei Energy seems to be more powerful. In terms of sector trends, the coal sector is also stronger than the nonferrous metals and steel sectors." "The coal sector should be expected to reverse the cycle, right?"

"There should also be favorable policy expectations for 'supply-side structural reform'."

"I feel that the real estate sector is still stable. Not only is the 'Hua Yi Expedition No. 1' fund product managed by President Su increasing its holdings in the real estate sector, but also various industry institutions and active speculators in the circle are also focusing their funds on this field. In addition, the real estate market in major offline cities has indeed completely recovered, and there is also the linkage of the Hong Kong stock market and a number of domestic real estate stocks. In general, in the main line of 'big infrastructure', the sector as the core and dominant force is definitely the real estate sector."

"So, the check from 'Capital Group' has obviously not been paid yet?"

"There is no doubt that it has not reached the top yet. As for the upward trend... I think we should wait until it doubles first."

"Is there no one paying attention to this check from Greenland Group today? Among the big stocks in the real estate sector, this check seems to be blocking the position of Gemdale Group today."

"I don't think so. Although Greenland Group's stock price hit the daily limit earlier than Gemdale Group's, its market position, especially the popularity of discussion, is still far behind that of Gemdale Group, right? Is it so easy for the core market leader to be blocked?"

"I also think that whether a stock is a core market leader cannot be determined by the order of its daily limit, but by its ability to drive the entire market. It is obvious that the Gemdale Group, with the support of President Su's Fuxing Road seat, has a stronger ability to drive the real estate sector and the entire 'big infrastructure' theme. As long as it moves, other 'big infrastructure' stocks in the market will also move synchronously."

"The data on the Dragon and Tiger List of 'Capital Group' is good. I think it will be flat next Monday."

"If you can't buy 'Capital Group', just buy 'Gemdale Group'. There are still many stocks to buy in the real estate sector. Even if you buy 'Kewan Real Estate', it should be able to outperform the market."

"In fact, the domestic real estate stocks in the Hong Kong stock market have higher trend flexibility and greater expected future potential, but it's a pity that Hong Kong stocks cannot be bought."

"The liquidity of the Hong Kong stock market is not as good as that of the A-shares. I still think that the A-shares are safe."

"Anyway, we just need to continue to be bullish on next week's trend."

"I'm definitely bullish. Haven't you seen that driven by the main theme of 'big infrastructure', the Shanghai Composite Index, Shenzhen Composite Index, and ChiNext Index have all broken out?"

"According to this trend...it seems that in less than a month, the Shanghai Composite Index will be able to cross 3000 points again."

Amid the heated discussions, the market's investment perspectives have generally turned to a unanimous bullish situation, and expectations of a reversal in the market are gradually taking root in the minds of more and more retail investors. At the same time, through discussion topics and emotional changes, it can be observed that the market's overall investment risk preference has been continuously improving.

"Mr. Lu, according to the changes in market sentiment after the market close, as well as the information leaked from major financial media and brokerage institutions, the investment trend of the entire market has obviously reversed compared to the previous two days." Yu Xiaolu, the trading team leader of the 'Jufeng Future Growth Fund' product trading room of Jufeng Asset Management Company in Shanghai, said after a detailed review after the market close, "As long as the trend of the US stock market can stabilize tonight, there should be no suspense that the market will open higher next week. And after two days of fermentation over the weekend, it is estimated that on Monday, the intervention of new funds from the off-market will accelerate the entry process."

"At first glance, it's really hot." Lu Xiangxiang said with emotion, "Even looking at the comments of major financial media and major brokerage institutions, it feels like we're back to a bull market, but I know... it's basically impossible for the market to change from bear to bull at this time.

After all, the other side of the ocean has already entered a cycle of interest rate hikes.

Looking ahead to the next one or two years, the central bank will have fewer and fewer cards to play, and the market's liquidity will not repeat the rampant situation of last year.

What's more, the overall recovery of the property market will surely siphon active funds on a large scale.

As a result, the active capital groups flowing into the stock market are further suppressed.”

"The macroeconomic situation is like this," said Yu Xiaolu. "At this point, the market has enough room for adjustment, but the time for adjustment is far from enough. So I don't think it's likely to turn from a bear market to a bull market. But with the continued recovery of the property market, the improvement of macroeconomic data, and the overall 'big infrastructure' economic strategy, and the expected performance explosion of companies in the real estate industry chain, it is still very likely that there will be a sustained rebound.

The transition from bear to bull market and the overall rise of the market do require huge off-market incremental capital support.

Macro-level liquidity support is also needed.

However, the local main sector market conditions are not so demanding with regard to these two conditions.

As long as there is no problem with the underlying logic of the "big infrastructure" main line, and the market's money-making effect is concentrated here, then it is highly likely that this main line will be able to develop.

This can be seen from the fact that institutions and hot money are currently building positions in a concentrated manner, among which the core institution "Huayi Capital" continues to buy.

This can also be seen.

So, I think we don’t need to be pessimistic or worried at all.

Even in the first half of the year, when the index continued to fall, the main trend of the three major sectors of white goods, liquor, and medicine emerged. Now, market liquidity has recovered a little, and investor confidence has also recovered a little. In addition, I think the underlying logic of the main line of "big infrastructure" is stronger than that of the liquor, white goods, and medicine sectors. There is no reason why the previous trend of the liquor, white goods, and medicine sectors cannot be formed."

"I'm just talking." Lu Xiangxiang smiled and said, "Since we have already made the corresponding strategic decision and decided to invest heavily in the core main line of 'big infrastructure', there is no reason to doubt it now. It's just that the institution 'Huayi Capital' is still buying today, which is a bit surprising. This guy surnamed Su... He really buys a lot of stocks that he is optimistic about, and he won't build any positions at all for stocks that he is not optimistic about!"

"This shows that the 'Hua Yi Yuan Zheng No. 1' fund product managed by Mr. Su did not hold any positions before the outbreak of this wave of 'big infrastructure' main line market." Yu Xiaolu said, "It also shows that this institution did not have any hidden positions before, which is a good thing for us.

Mr. Su continues to influence market sentiment and stimulate other follow-up funds to continue to flow into the core theme of "big infrastructure".

So, the core theme is 'big infrastructure'.

The more active market funds that can be siphoned in, the more stable the market trend will be. "