Rebirth of the Capital Legend

"It's starting to increase again." Noticing that the buying volume of the entire 'big infrastructure' main line of the market has begun to increase, Yu Xiaolu, the trading team leader of the 'Jufeng Future Growth' fund product trading room inside Jufeng Asset Management Company in Shanghai, stared at the changes in the market trend and said with a little surprise, "At this position, the buying volume can be further increased when the sentiment is divided again. It's incredible."

Hearing Yu Xiaolu's words, Lu Xiangxiang, who was standing by, also stared at the changes in the two markets. After pondering for a moment, she smiled and responded, "It seems that the core theme of 'big infrastructure' has continued to exceed expectations and has begun to attract a large number of off-site investors to enter the market. The buying volume has increased so much... It looks like it is obviously caused by the continuous entry of off-site funds."

"I think so too." Yu Xiaolu nodded and said, "Mr. Lu, it seems that our decision is correct. The core theme of 'big infrastructure' is indeed strong and will most likely become the focus of market speculation in the second half of this year. With the intervention of incremental off-market funds, the valuations of the core leading stocks along the entire theme should be repaired to a certain extent."

"I hope so." Lu Xiangxiang nodded slightly and responded.

Yu Xiaolu smiled and continued, "No matter what, with the intervention of incremental off-site funds, the market volume can continue to expand, which will be a good thing for the subsequent development of the market, even if the subsequent core theme of 'big infrastructure' is adjusted back due to the short-term decline in sentiment.

The incremental funds that have come in now will not leave the market easily and are likely to turn to other market main lines.

In short, the intervention of these incremental funds will always bring new liquidity to the market.

As long as there is relatively sufficient liquidity, it will be much easier to do short-term or long-term trading.”

Following a brief exchange between the two and an analysis of the market trend...

In the two markets, the trends of leading stocks in the corresponding industries in the core area of ​​"big infrastructure" and a number of popular concept stocks are still continuing to strengthen.

At the same time, the index continued to rise, setting new intraday highs and new highs in this round of rebound.

"Haha, this market trend is really exciting." Just as the two market indices, a number of industry sectors and concept sectors related to the 'big infrastructure' main line, and core hot stocks have once again hit new rebound highs, Xu Qiao, who is in the main hot money group of the 'Magic City Ultra Short Gang', is looking at the continued increase in his account holding profits. For a moment, he is in a good mood and said, "It's rare to see such a smooth trend, and after a brief divergence, the entire 'big infrastructure' main line has begun to rise in both volume and price. It feels like this first wave of the main upward trend has not yet ended."

"This trend is obviously beyond our expectations," said Lao Zhang. "I originally thought that the existing funds in the market alone would not be able to sustain the current trend, but unexpectedly, the incremental funds outside the market have begun to intervene." "It is estimated that the current hype of the leading stocks of the popular concept of 'big infrastructure' will have room for a doubling of their growth." Lao Wu also said at this time, "However, taking advantage of the first wave of speculation to raise the height a little bit will also be conducive to the subsequent market fermentation and the further development of the core theme of 'big infrastructure'."

"Look at the trends and take-up strength of Pingmei Energy, Capital Group, Tianshan Cement, and Beijiang Communications Construction," said Xu Qiao. "They are clearly heading for double the space. In the previous market speculation, after the stocks broke the board, the basic market trend ended. Now, after the stocks broke the board, they can continue to rise, showing a smooth trend. It really feels that the short-term market ecology is improving."

"It is limited to the core theme of 'big infrastructure'." Brother Chen responded at this time, "Except for a few popular concept stocks in the main line of 'big infrastructure', the trend of other main line areas and small-cap concept stocks, as well as the degree of speculation, are still lifeless. Occasionally, a few stocks break the daily limit, and there is no premium when the market opens the next day. This shows that there is no particularly big change in the short-term speculation ecology of the market. The core focus of funds is still on large-cap blue-chip stocks with high weight and high performance white horse stocks. This can also be seen from the market. Even in the main line of 'big infrastructure', the trend of core leading stocks is much more stable than that of small-cap concept stocks."

"If we want to see a significant change in the short-term ecology of the market, I'm afraid the volume will have to continue to expand to a higher level." Lao Zhang said, "It is estimated that the market turnover will rise to around 6000 billion before the short-term ecology of the entire market will improve significantly. Now... except for the core theme of 'big infrastructure', there is still too little money to follow suit in other sectors and other concept stocks."

"It is basically unrealistic to increase the transaction volume to 6000 billion in the short term," said Lao Wu. "In fact, the current real estate market is still siphoning a large number of active capital groups in the market."

"Without the large-scale release of macro liquidity, it is indeed unrealistic for the transaction volume to rise to more than 6000 billion yuan." Xu Qiao said, "But this does not prevent the local market from strengthening, and the continued hot offline real estate market will not further deepen the investment logic of the core theme of 'big infrastructure' and the expectation of future performance explosion?"

"In fact, we don't need to think so much." Lao Zhang said, "It's hard to see the market trend that's too far ahead. It's safest to take one step at a time based on the current market trend and the main trend. We should make profits first. As for the subsequent market trend and the change in the trend in the market, we can respond at that time. At least compared with the funds of many large institutions in the market, it's easy to change direction and stop profit and withdraw with the small amount of funds we have."

"Haha, Lao Zhang is right." Xu Qiao said with a smile, "Let's make the immediate profits first. Anyway, the major major funds, including the Huayi Capital run by the Su brothers, have already been deeply involved in the core theme of 'big infrastructure'. The short-term market trend is definitely worry-free. Focusing on this core theme, continuous speculation or continuous rolling operations will always be able to outperform the market and make some profits."

"Anyway, I plan to get double the money first." Lao Zhang responded.

"It still depends on whether the current buying capacity can be sustained." Lao Wu said, "Volume precedes price, and currently the entire 'big infrastructure' main line field has not accumulated a large number of chips. In addition, at the current position, many stocks in the 'big infrastructure' main line field are about to reach the chip area where the locked-in shares have been concentrated in the past six months. If the volume cannot be stabilized, it will be difficult to achieve a breakthrough."