Chapter 40: 5 trillion rumors
At six o'clock in the morning, Ding Xu was still asleep, and his mobile phone suddenly rang.
Ding Xu grabbed the mobile phone on the bedside in a daze and glanced at it, and now it was Qi Fei calling again, he couldn't help sighing, and said helplessly: "Uncle, what's the matter with you?" It's not dawn yet! ”
Because of the cooperation in stock trading, Ding Xu and Qi Fei made an appointment to keep their mobile phones on 24 hours a day. After all, the securities market is volatile, and there may be heavy negative or positive at any time, so it is necessary to adjust the shareholding strategy according to the news in a timely manner.
And Qi Fei's many years of experience as a securities analyst have made him develop the habit of getting up at six o'clock in the morning to read the latest securities news, so once he needs to discuss the important news with Ding Xu, Qi Fei will call Ding Xu as soon as possible.
Qi Fei basically didn't contact Tang Hao, because Tang Hao didn't know much about stock speculation, and he didn't bother to pay attention to these things, so he became a shopkeeper in a chic manner.
"This time it's a good thing!" Qi Fei said with a smile, "I saw an article just now that mentioned rumors of a 5 trillion investment plan!" ”
"What? 5 trillion! Ding Xu gasped, immediately fell asleep, and then got up as quickly as possible and turned on the computer, and found the article that Qi Fei said.
The article was written by a securities analyst at an investment company and was titled "Infrastructure Sector: Follow-up Differentiation or Current Long-term Growth Stocks".
The article analyzes the reasons for the sharp rise in the share price of the infrastructure beneficiary sector yesterday, which mentions: "Some sources claim that the transportation sector is brewing a plan to invest 5 trillion yuan in the next 3 to 5 years. Journalists are informed. The source was informed that the investment of 5 trillion yuan, including projects under construction, projects that have been planned and additional investment, will involve the construction of roads, waterways, ports and terminals. ”
"It's a pity that there are people who have noses and eyes, but it's a pity that they are informed. people, don't even dare to reveal their names, and the reliability of the source is much worse. After reading the news, Ding Xu was a little disappointed and said with a wry smile, "This may be to pave the way for those main forces in the infrastructure sector." ”
"It's always good to have someone paving the way, and it can't be completely denied. After all, these unannounced news are not in line with the regulations for early leakage, and generally no one is stupid enough to let reporters reveal their names. Qi Fei replied, "In addition, there have been a lot of rumors in the media about the new round of investment plans. Linked to last week's 2 trillion railway infrastructure investment plan and yesterday's 1 trillion yuan disaster area reconstruction plan, it is not impossible for the government to carry out another 5 trillion yuan investment plan to stimulate domestic demand with large-scale infrastructure. ”
"Well, you have a point." Ding Xu pondered for a while and became excited again, "Policies are continuous, and you can also find out the law from all kinds of signs and predict it in advance." The previous 2 trillion and 1 trillion are good old tunes, if another 5 trillion is launched, that is the real economic stimulus policy, this should be the big move that the top is preparing to launch in the near future! ”
The more Ding Xu and Qi Fei spoke, the more excited they became, because once the news is further confirmed, the demand for infrastructure materials such as steel and cement will undoubtedly be greatly increased, thereby boosting the expectations of various funds for the performance growth of such individual stocks, and becoming a theme catalyst for speculating on the infrastructure benefit sector.
In the end, Ding Xu and Qi Fei both began to fantasize about being able to gain one or two more price limits today.
However, the stock market always likes to move against most people's imagination, whether it is an individual stock or a broader market.
This may be because one profit, two draws and seven losses are the law of the stock market, and the profiteers are always only a few people, so there are always only a few people who can accurately predict the future trend.
On Thursday, November 6, it was pouring rain early in the morning in Huairen City, which was a little annoying, but the shareholders who gathered at the business hall of Sun Securities Company were smiling.
Because yesterday's stock market rally was gratifying, and in the evening, there was good news about the reconstruction of the disaster area of 1 trillion yuan, and there were good rumors of 5 trillion yuan looming, so most shareholders believe that today's stock market is likely to continue to rise sharply, and even do not rule out the miracle of a large market and all individual stocks together like September 19.
In this way, although it cannot be untied, it can at least allow the trapped shareholders to recover a little capital.
The good wishes were shattered the moment the call auction ended.
The Shanghai Composite Index opened at 172o points, nearly 3% lower!
After that, the Shanghai Composite Index consolidated at a low level throughout the day, and the lowest fell to 17o3 points, almost falling below the 17oo point mark again.
The Shanghai Composite Index closed at 1,717 points, down 42 points, or 2.44%, almost engulfing all of yesterday's gains.
However, the good news of the reconstruction of the 1 trillion disaster area and the good rumors of 5 trillion still played a role, at least the steel and cement sectors still rose against the market. After all, the biggest beneficiary of the reconstruction of the disaster area is this sector, and in the face of trillions of good rumors, they cannot be justified if they do not rise.
The railway infrastructure sector, driven by the steel and cement sector, has also risen against the market.
On this day, the closing price of Tongli Cement was 5.o8 yuan, an increase of 4.1%; The closing price of China Railway Second Bureau was 6.42 yuan, an increase of 2.56%.
Although it has risen, it is far lower than the increase imagined by Ding Xu and Qi Fei.
Baotou Iron and Steel Rare Earth once again fulfilled the stock market proverb of "the strong are always strong, and the weak are always weak", closing at 5.85 yuan, down 4%, making the friends of the miracle group feel speechless.
That night, there was a lot of scolding in the miracle group, all cursing the main force of Baotou Iron and Steel Rare Earth.
On Friday, November 7, it was overcast and partly cloudy.
The news was relatively calm on this day, and the market rebounded again, closing at 1747 points, up 3o points, or 1.75%.
Tongli cement continued to maintain a strong position, although it fell by about 4% at the opening, but it turned red tenaciously before noon, and rose sharply in the afternoon, closing at 5.46 yuan, an increase of 7.48%.
The trend of China Railway Second Bureau was relatively weak, with a slight shock throughout the day, closing slightly down by o.47%, and the closing price was 6.39 yuan.
As for Baotou Iron and Steel Rare Earth, it hit a new low of 5.66 yuan again at the opening, and then the stock price rose quickly, fluctuating with the market in a regular manner, closing at 5.99 yuan, up 2.39%.
This week, Tongli cement experienced a dramatic five days, in the case of the introduction of restructuring good, Monday actually fell to the limit, but the next four days were a continuous rise, from last week's closing price of 4.76 yuan, up to 5.46 yuan this Friday, a weekly increase of 15%, in one fell swoop to recover all lost ground and hit a new high in the near future.
This can't help but make people sigh at how old and cruel the methods of the main force are, and those retail investors who panicked and cut their flesh on Monday beat their chests and feet for their misfortune to fall before dawn.
China Railway Second Bureau rose from 5.61 yuan to 6.39 yuan this week, a weekly increase of 14%, which is on par with Tongli cement.
So far, through two weeks of holdings, Ding Xu has earned 20,000 yuan in the stock of China Railway Second Bureau. With a principal of 8789O yuan, the profit reached 22.7%, and the assets on the personal account have reached 1o88o6 yuan.
As for the cooperation account, he earned 32ooo yuan on Tongli cement, and Ding Xu could get 128ooo yuan.
In the environment where the market is not good and has repeatedly hit new lows, it only took more than 80,000 principal and two weeks to earn 328oo yuan, which made Ding Xu feel very satisfied, and also impressed Qi Fei and Tang Hao.
"Boy, you really use the stock market as an ATM." After settling the accounts on the phone, Qi Fei said with some emotion, "Treat yourself to the evening!" ”
"Okay, call Tang Hao!" Ding Xu was in a good mood and didn't care about the money.
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