Rebirth of the Capital Legend

"Yes, the trend of Oriental Yuhong tomorrow will most likely be a shrinking volume." Zhao Zhiyuan nodded and continued, "If this stock fails to lock in chips tomorrow and continues to increase in volume, then it will be difficult to break through this position, and that will be an obvious selling point."

"Today's buying was strong at the end of the trading day. In addition, looking at the buying and selling data of the Dragon and Tiger List of each stock in the main line of 'Big Infrastructure', it is obvious that the retail investor group and the many bargain-hunting fund groups that intervened in the past two days sold a lot today." Zhang Wei continued, "This group of funds should be the main selling force in the market at present. Now that this group of funds has sold a lot, it can be expected that... the selling pressure on the 'Big Infrastructure' line will not be very large tomorrow. There is a high probability that there will be a breakthrough with reduced volume. Of course, there is also the possibility of reduced volume fluctuations."

"It's unlikely to be a small-volume shock, right?" Zhao Zhiyuan said, "The strong active buying at the end of the trading day, and the slightly better-than-expected Dragon and Tiger List buying and selling data after the market, all of which will help the market's bullish sentiment to continue to ferment after the market. By then... if the U.S. stock market breaks out with a high opening and high closing tonight, the market's bullish sentiment will most likely continue to increase. After expectations and emotions rise, there will be more funds that dare to go long in the early trading tomorrow. There's no reason to continue to adjust and wash out the chips with a small-volume shock!"

"From a normal logical point of view, this is the case," Liang Jiucheng said. "But no one can predict the actual market trend. The specific trend can only be seen in the early trading session tomorrow. However, no matter how the market moves tomorrow, it is basically unrealistic for the 'big infrastructure' line to fall back."

"Lao Liang is right." Zhang Wei laughed and said, "There is absolutely no reason for the market to fall back. And it is obvious that the main market funds in the 'big infrastructure' line are increasingly strong."

Just as the core investors of the Qilu Gang were discussing the after-hours Dragon and Tiger List data and anticipating tomorrow's trend...

At this time, among the main hot money group of the "Fushan Group".

After seeing the Dragon and Tiger List data of Oriental Yuhong, Huaxin Building Materials, and Gemdale Group, Li Jinshi was obviously surprised and said with a smile: "Lao Liao, you guessed wrong this time. There is no trace of Fuxing Road in the Dragon and Tiger List data of the three stocks."

"This is indeed a bit unexpected." Liao Guoxiang responded, "I originally thought that the rapid rise in the last trading session should be caused by Fuxing Road, but I didn't expect... it was actually the combined force of the market."

"It looks like the market trend reversed at the end of the trading day, as if Qingchun Road started the fire." Chen Guiyun stared at the net purchase of over 100 million yuan of funds for Qingchun Road on the Dragon and Tiger List of Oriental Yuhong, pondered for a moment, and said, "The trend of the entire 'big infrastructure' main line reversed at the end of the trading day. The reason was that Oriental Yuhong was quickly pulled up from the deep water by a series of large buy orders, and then other stocks began to quickly follow suit."

"The funds of 'Qingchun Road' have taken advantage of the premium of 'Fuxing Road' today." Liao Guoxiang said, "However, 'Qingchun Road' dared to buy 1 million yuan of funds at a high position in 'Oriental Yuhong', which is really impressive."

"Among the hot money of the Yuhang Group, only Qingchun Road has some pattern." Li Jinshi said, "This guy is really good at sensing the market sentiment and grasping opportunities. Now the Oriental Yuhong check has two major hot money funds locked in Fuxing Road and Qingchun Road, as well as several institutions. It is estimated that after this wave of drastic divergence, the volume of this check will shrink faster in the future."

"With such a large market, once the volume shrinks and accelerates, the market should be almost done, right?" Chen Guiyun said, "I hope that this check can continue to fluctuate, and try to extend the time period of the market to create a higher height space."

"If Qingchun Road can lock in its position tomorrow..." Liao Guoxiang pondered for a moment and responded, "Dongfang Yuhong's check is likely to open high and then go up with reduced volume. Of course, Qingchun Road has so many chips involved today. If Dongfang Yuhong opens sharply higher tomorrow, it is very likely that it will reduce its position to stop profit and lower its holding cost."

"Alas, what a pity..." Li Jinshi said, "I shouldn't have reduced my position so much when the market plunged this afternoon."

"Who could have known that the closing trend would be like this?" Chen Guiyun did not have much regret about this.

Liao Guoxiang paused and continued, "Looking at the Dragon and Tiger List buying and selling data released after the two markets, it is actually better than we expected, and the post-market sentiment seems to be further fermenting. If you sold wrong today, you sold wrong, and there is nothing to be afraid of admitting.

Let’s see the situation when the market opens tomorrow, if the feedback for core popular stocks is good.

Then take the chips back.

If the US market doesn’t perform well tonight, or if the market opens too high tomorrow, then we’ll have to wait a little longer. At this point… I don’t think it will go up smoothly.”

"I should still take the initiative at the end of the trading day." Li Jinshi said, "No matter how the market opens tomorrow, it will be difficult to open a position."

"It's not easy to build a position, so wait a little longer." Chen Guiyun said, "At this stage, it's better to let it go and not increase the position rashly, because in fact, from the bottom of the market crash a few days ago, the stocks of the 'big infrastructure' related sectors, which are the core of the market, have risen sharply.

In fact, there has been quite a bit of rebound.

Most of the core popular leading stocks such as 'Oriental Yuhong', 'Gemdale Group', 'Huaxin Building Materials', etc. have rebounded by more than 20%.

The extent of this short-term rebound seems to have limited room for continued strong upward movement.

If the market opens too high tomorrow, it is better to wait until this wave of rebound is exhausted and the market indexes and corresponding hot stocks fall back before buying high. "

"Mr. Chen said it very well, and I share the same view." Liao Guoxiang said, "For the 'big infrastructure' line, although the current underlying logic and future expectations are relatively strong, in terms of the fundamentals and the favorable stimulus of the policy direction, it is not yet time for expectations to be fulfilled and performance to be realized.

In other words, its market development and trend will never happen overnight.

I estimate that the hype cycle of this line will not be short.

Therefore, we don’t need to be too anxious, there will definitely be opportunities to buy back the chips at a low price later.”

Just as the core members of the "Fushan Group" were reflecting on their intraday trading operations and conducting relevant forecast analysis on tomorrow's market trends...

Among the main hot money group of the 'Yuhang Group' at this moment.

Zhao Qiang was also quite surprised when he saw the 100 million yuan transaction volume of 'Qingchun Road' on the cheque dragon and tiger list of 'Dongfang Yuhong'. He directly @Sun Chengyu in the group: "Brother Sun, you are... really generous."

"Xiao Sun really did a great job lighting the fire at the end of the trading day." Lao Qian in the group also praised at this time, "This fire was really lit just right, not only leading to a reversal of the market trend of the entire 'big infrastructure' main line at the end of the trading day, but also stirring up expectations for tomorrow's market trend, which significantly restored the originally low market sentiment."

"Not bad." Sun Chengyu smiled and said, "In fact, I didn't expect that the unusual movement of the 'Oriental Yuhong' check would drive so many follow-up long funds at the end of the trading day. I bought this stock and took so many positions purely because I thought that 'Fuxing Road' would not crash the market in the next few days. Besides... the market sentiment and attention of this check are relatively high. Once it has a continuous money-making effect, there will be no shortage of funds to take over the long position. In general, although there is a certain risk in taking so many positions after two daily limit ups, the cost-effectiveness of profit and loss is still very high."

"It was only after the market closed that I figured out this logic," said Lao Qian. "In fact, the two consecutive daily limit increases of Oriental Yuhong were basically a reflection of the premium of Fuxing Road. The real cost of entry, the cost of entry for most investors, is actually today's intraday average price.

Moreover, after today's huge turnover, the profit-taking investors who intervened in the early stage have basically fled.

As long as market sentiment supports it, we will continue.

Then, this position still has strong supporting force. Even if it cannot continue to open up new height space, its supporting capacity should be sufficient.

In other words, although this position looks very high, the potential loss effect is not that great.

Moreover, among the three core hot stocks, namely Oriental Yuhong, Gemdale Group and Huaxin Building Materials, only Oriental Yuhong has a relatively small plate, which makes it easy to form a concerted force of funds.

For the other two checks, if you want to continue to open up space, the amount of buying funds required is too large.

Therefore, if the trend of the "big infrastructure" line continues, it is obvious that there are long-term capital groups from all sides of the market, and there are countless retail capital groups that follow suit.

When it comes to trading ideas, you can't avoid the stock 'Oriental Yuhong'.

Of course……

Although this is the logic, Xiao Sun is still quite amazing as he dares to take a position of over 100 million. Anyway, even if I figured out this logic during the trading session.

I don’t dare to take such a large position.”

"Brother Sun has already acquired some of the charm of Fuxing Road." Zhao Qiang said with a smile, "From the trading data of the Dragon and Tiger List of the two cities, and from the recent buying traces and motivations of Fuxing Road, it seems that the funds of Fuxing Road will not stop until the market of the Big Infrastructure is established."

"That's a little bit of the idea." Old Qian said, "And at the end of today's trading, the main theme of the market's 'big infrastructure' is actually linked to the Hong Kong stock market. I believe that when Xiao Sun bought a large amount of 'Oriental Yuhong' chips, he should have noticed the unusual movement of the Hong Kong stock market, right?"

"Yes." Sun Chengyu responded, "I was looking at the domestic real estate stocks listed on the Hong Kong stock market. When the A-shares plunged sharply, not only did they not follow the plunge, but they continued to rise and strengthen against the trend. It was obvious that major buying funds were constantly buying, so I decisively increased my holdings and took the lead in getting the 'Oriental Yuhong' check."

"The news about the Hong Kong stock market..." Zhao Qiang pondered for a while and said, "Could it be that Mr. Su from Fuxing Road is still buying in?"

In the Hong Kong stock market, there is no disclosure of the Dragon and Tiger List data.

Therefore, they can only rely on guesswork as to the unusual movements of their main core stocks.

"I feel like this..." Lao Qian said, "The current 'Fuxing Road' has a very strong amount of capital, so it is not impossible for it to be deployed in two places at the same time."

Sun Chengyu pondered for a moment and responded: "Whether it is the 'Fuxing Road' stock funds that are using the trend of domestic real estate stocks in the Hong Kong stock market to guide the 'big infrastructure' main trend in the A-share market, at least in the current state... the market's long-term funds' sentiment and momentum on the 'big infrastructure' line are sufficient.

In the foreseeable subsequent trends, other main-line capital groups in the market will certainly continue to converge on the "big infrastructure" main line and go long.

As long as there is continuous emotional support and corresponding market bullish force.

Then there is no need to worry about the market not being able to move forward, and there is no need to worry too much about being buried in a heavy position. "

In fact, he seldom takes such a heavy position in a single stock. However, after seeing the market trend today, after the turnover of Oriental Yuhong was sufficient, it has been showing a resistance-like oscillation trend. He really felt that the certainty of the opportunity was relatively high, so he took the initiative to light this fire.

Judging from the closing results and the post-market Dragon and Tiger List buying and selling data.

This also confirmed his point.

This made his heavy investment today an operation that was praised by people in the industry.

Along with the active major speculators in the market, there is an analysis of post-market buying and selling data, discussion of subsequent market trends of individual stocks, and a brief review discussion.

In all major stock investment exchange forums across the market.

The views of the majority of retail investors on the market are still shifting towards a unanimous bullish stance.

At the same time, there are also circles of influential market stock analysts and stock gods within the main internal groups of major institutions in the industry and on major financial media websites.

Everyone is concerned about the core theme of "big infrastructure".

In addition, at the end of today's trading session, the reviews of the major popular core leading stocks clearly turned from divergences to consensus.

Basically, the views have tended to be consistent and everyone is optimistic.

However, this bullish sentiment that gradually converged into a consensus did not wait for further fermentation over time, arousing more funds' desire to go long.

The external market trend that everyone had expected suddenly took the form of opening high and closing low.

This caused the positive market sentiment to fall into a state of considerable disagreement again.

And, since it's the weekend next.

After two days of fully fermenting emotions, when Monday, August 8, arrived, the pre-market sentiment was obviously more divergent than after the close of last Friday.