30 lots, 60 lots, 100 lots......

Relying on the inactive trading disk, when the afternoon was close to the close, Su Yu completed the expected position building plan, and established a total of 300 positions on the CSI 300 index futures, with an average position of 2315.36, a margin cost of nearly 16 million, and a residual risk margin of more than 17 million.

Under the 12% margin trading system set aside by the exchange, this position.

It's already a heavy position.

Of course, it is fortunate that the current market has not experienced 15 years of bull and bear conversion, institutions, funds, and large investors have opened short positions in stock index futures on a large scale to hedge, and then they have deliberately killed the market, so as to use the stock index futures arbitrage incident, otherwise the market exchange will limit the maximum 100 hands of the personal account position of stock index futures, and he wants to establish such a large position, there is no way.

After he opened a position, he came back to his senses and the two markets had stopped trading.

Thanks to the frenzied pursuit of local stocks in Shanghai by various funds, the Shanghai Stock Exchange, the Shenzhen Index, and the ChiNext Index all closed in the red, of which the Shanghai Composite Index rose 1.21%, the Shenzhen Index rose 0.95%, and the ChiNext Index rose 0.63%.

And in the midst of this......

In terms of industry sectors, real estate carried the banner of the market, and the entire sector rose by more than 2%; Logistics trade, port and shipping are behind real estate, and they have also significantly outperformed the market index, showing an extremely strong state; And 'big finance' has rushed back again, showing a clear differentiation situation.

In addition to the strong sectors where funds converge, there are many high-level early hot concept sectors with the constituent stocks of the Growth Enterprise Market as the core.

Today's sentiment has disappeared a little, but the rebound is still relatively weak, and the strength of the return of large funds is not strong.

In terms of individual stocks, emerging hot stocks, such as Shanghai Trading, Waigaoqiao, Shanghai-Hong Kong Group, Pudong Jinqiao, etc., have been greatly cared for by active funds in the market.

Among them, the two checks of Shanghai Trade and Waigaoqiao.

Its capital sealing strength and fund grabbing strength are very strong, and the sealed orders are more than 300,000 hands.

As for the leading stocks of the core concept of the GEM in the early stage that have been abandoned by funds, in addition to the hot spot of the Shanghai Ganglian stained with the "local core stocks of the Shanghai Stock Exchange", there was a sharp trend of pulling back the package in the intraday, and there are obvious large funds to buy the bottom and make a 'dragon back' speculation, other stocks ...... Basically, whether it is the volume of trading, or the attention and market sentiment, they are all continuing to fade rapidly.

And to see such a closing result......

In the entire market, the vast majority of investors, whether they are institutions, floating capital, or retail investors, already know that the market style has changed, and they know that the previously hot GEM high-level core concept sector has become the market area with the largest loss effect and the highest investment risk.

Of course, compared with the continuous strengthening, the capital rush is extremely obvious to the 'Shanghai local core stocks'.

In this market, some investors who are relatively late have also realized that there may be some big positive here, or what macro policy stimulus may be.

"The Shanghai market is really strong, the second board is connected, and the strength of the capital sealing board is quite decisive!"

The majority of investors in the entire market are still speculating about the continuous strengthening of the 'local core stocks in Shanghai', and some people sigh when it is hazy.

"Not only the Shanghai trade, but also the Waigaoqiao is also very strong today, the earliest sealing board, the most sealed orders, and it has also driven the strength of the entire real estate sector, it should be regarded as the leader of the Shanghai market trade, right?"

"Doesn't count, does it? Waigaoqiao is pulling the board in a straight line today, and it is too urgent and too sudden, and there is not much change of hands at all, and it is ...... I have to observe again, and the Waigaoqiao plate is much larger than the Shanghai City Trade Trade, even if there are any major advantages in the field of 'Shanghai City Local', the space is definitely not as good as the Shanghai City Trade Market. ”

"According to the trend of today's Shanghai trade, this check, there should be a dragon and tiger list today, right?"

"There must be, and this time I should be able to see the movement of funds."

"It seems that the Shanghai Stock Exchange, a bit of a relay of the Shanghai Ganglian leader, just don't know what the specific speculation logic of this stock is?"

"Not to mention, it's really a bit of a relay to the Shanghai Steel Federation."

"Could it be that this year's bull stocks and demon stocks have to come from the Shanghai stock market?"

"The stocks of the Shanghai market are indeed much stronger than the broader market index, and in the last two or three trading days, the active funds in the market have been attacking in this direction...... There is indeed something good to be released. ”

"I think it's the same, even the Shanghai-Hong Kong Group and the Shanghai Pudong Development Bank, which are tens of billions or hundreds of billions of dollars, have also risen sharply, and it is definitely not simple."

"Whether it is good or not, follow the trend of market funds!"

"Anyway, we can no longer stay in the early stage of the gem those high-level core hot concept stocks, today the Shanghai Ganglian went so strong in the morning, it seems to be anti-package, but the result is still down in the afternoon, which shows that ...... The hype in the previous direction has indeed ended. ”

"Indeed, countless experiences have shown that the 'gas faucet' is not as good as a dog!"

During the discussion, at half past 5 o'clock in the afternoon, the new dragon and tiger list was announced, as everyone expected, Shanghai trade was on the list of dragons and tigers, and Waigaoqiao was not on the list.

Of course, as the leader in the early stage, the Shanghai Ganglian, which has been amplitude more violent, is still on the list.

After the disclosure of the Dragon and Tiger List......

As you can see, the main buying seats of Shanghai Trade are mainly the two seats of Mingzhou Jiefang South Road and Zheshang Securities Shaoxing Branch, which are the main helmsmen; The seats sold are all small and large investors, and there are no more than 10 million capital seats to sell, and the overall capital shows a large net inflow; The trading seats of the Shanghai Ganglian have not appeared in a large amount of capital today, and the funds are still showing a large outflow.

"Jiefang South Road? After the chief helmsman came out of the Shanghai Iron and Steel Union, he bought a large amount of money into the Shanghai Stock Exchange? Oh, my God...... There's got to be a big boon to this check! ”

"It's not just Jiefang South Road, but also the Shaoxing Branch of Zheshang Securities!"

"I remember that the seat of Zheshang Securities Shaoxing Branch also appeared on the Shanghai Steel Union at that time, and it was linked to Fortune Road, right? Will this be the new seat of Fortune Road? ”

"I don't feel like it, it should be other Zhejiang-based big tour capital!"

"Whether it is Fortune Road or not, the two seats, buying nearly 90 million funds, is really a crazy rush for a large amount of money, the check of Shanghai Trade and Trade...... Surely the future is promising. ”

"Indeed, this dragon and tiger list is unexpected."

"The point is that I didn't expect the helmsman to follow up so quickly, it seems that ...... There is a high probability that the Shanghai trade will inherit the popularity of the Shanghai Ganglian and become the leading stock for the switching of funds from all parties in the market. ”

"It's a pity that Waigaoqiao doesn't have a dragon and tiger list today, and I feel that the funds that attack Waigaoqiao are also quite powerful!"

"Don't be afraid, if the relay of Waigaoqiao is successful tomorrow and the limit continues to rise, the funds that dominate Waigaoqiao today will definitely show their true colors."

"The data of the Dragon and Tiger List released today should be enough to show that the hot spots of the market have completely shifted from many high-level popular concept plates on the Growth Enterprise Market to the 'local core stocks in Shanghai' led by Shanghai Trade and Waigaoqiao, right?"

"The hot spot transfer is transferred, but the reason for the continuous rise of this hot plate is still hazy at present, no one can say clearly, it always gives people a feeling of unsteadyness, and I don't know how much sustainability, after all, if there is no very strong hype logic support, relying on the relay of funds alone, 3 boards, it should be the limit height."

"Yes, when the Shanghai Steel Federation rose sharply, the logic could be seen clearly, but why the Shanghai Trade and Waigaoqiao were rising at the moment, I really don't understand?"

"I don't understand it either, but the big money rush is so fierce, there must be a very solid underlying hype logic."

"The stock price rose before the good news, which is already the norm in A-shares, I don't think it's unusual, we don't have an information advantage, so we can only follow the main funds, these few trading days, the main funds active in the market, in the current hot spot of 'local core stocks in Shanghai', have been quite deeply involved, I think we can follow."

"As for the target......

"If this hot spot can continue, the leader should be produced between Shanghai Trade and Waigaoqiao."

"After all, judging from today's situation, the capital attack of these two checks is the strongest in terms of large funds, and the amount of sealing is also the largest."

"Agreed, I didn't keep up today, and I will follow tomorrow ......"

At 6 o'clock in the afternoon, Waigaoqiao suddenly issued an announcement announcing a private placement plan, which intends to issue 100 million shares to specific institutional investors according to the average trading price of the market on 20 days, raising no more than 1.5 billion yuan, which will be used for the company's main business direction, and is limited to the construction of five new platforms in Shanghai to promote the company's internal growth and industry competitiveness.

"This is a ...... It's so ugly! ”

Seeing the suspension announcement of Waigaoqiao's fixed increase, Su Yu complained a little speechlessly.

Although Waigaoqiao indicated the purpose of the funds to be raised in the private placement announcement, at this juncture, investors with sensitive news channels know what is going on.

In Su Yu's opinion......

This is just a few large state-owned institutions, seeing that the benefits of the 'Shanghai Free Trade Zone' are about to be announced.

Waigaoqiao, as the only development subject of the 'Shanghai Free Trade Zone' development body to undertake listed companies, the concept is pure, and has caused the market funds to speculate in advance, large institutions missed the opportunity, knowing that they can not buy chips, only to go to the edge of the joint listed company, think about this experience.

And he knows that the regulator will inevitably agree to this fixed increase plan.

After all, the institutions participating in the private placement are state-owned backgrounds, and the controlling party of Waigaoqiao is also state-owned backgrounds, which is just a left-handed and right-handed matter.

For regulators......

Rather than letting the unobedient speculation funds such as floating capital and private equity in the market take all the market profits under the favorable conditions, it is better to introduce state-owned institutions and take a share of the pie.

"Shameless......"

When Su Yu was speechless and complained, Yanjing, Anlan Fund, the first batch to get the "Shanghai Free Trade Zone" preparation news, but also after Su Yu, the first in Waigaoqiao, which has been designated as the "Shanghai Free Trade Zone Development Main Company" stock to build a position on the big capital, the general manager of the company's fund management business, Zhou Guohua, sighed very long and said: "This fixed increase plan is really no different from grabbing money from the market." ”

"Not really!" Xie Wanting, who was next to him, looked at the teacher and said with a smile, "Isn't there a lock-in period for fixed increases?" It does not affect the short-term speculation of Waigaoqiao, these institutions are only at the current point in time, and they can no longer buy chips from the secondary market, so they have thought of this method, and ...... This should be good for Waigaoqiao Company itself, right? After all, after the completion of the fixed increase plan, the company's working capital will be more abundant, and the fundamentals will also be improved. ”

"Of course ......"

Xie Wanting paused, and said with some regret: "Today, there are shares of funds to grab funds too quickly, forcing me to block the daily limit channel first, and absorb chips on the daily limit board, which leads to us not buying too many chips in this stock, wasting the value of the news that the teacher heard, which is really a pity." ”

"Although there is a lock-in period for the fixed increase plan, it is a fact that the company's share capital is expanded." Zhou Guohua said, "And the low price fixed increase before the release of the good is still very serious for the emotional blow of the market speculation on this stock, which is really not good." ”

"And, at this time, the suspension ......"

"These institutions participating in the fixed increase are really planning to eat alone."

"It can only be said that at this time, there are not many large funds in the latent market inside Waigaoqiao, and most of the internal chips are still trapped retail chips, so as not to make this check in the big good, and the subsequent resumption of trading will become a wave of momentum, after all, no one has enough chips, so when the stock price is high, there is still room for the game."

"Hmm!" Xie Wanting responded, "Since Waigaoqiao, the stock with the highest weight in building positions, has been suspended, then the follow-up ...... We'll have to go in the other direction, right? Which stock does the teacher think has the most potential in the current market? ”

"In addition to Waigaoqiao, the only listed company that develops the 'Shanghai Free Trade Zone', the entire market is currently the most suitable for the Shanghai Stock Exchange, which has been greatly bought by foreign capital." Zhou Guohua responded, "Hey...... It's a pity that there is not enough time, we are still late, Waigaoqiao is suspended, and the Shanghai market is two boards, we can't take advantage of anything too big, and the next ...... It can only be played with the tour capital. ”

After several days of news fermentation......

He believes that at this time, many well-intentioned people in the market have already heard the exact news.

In the face of a market without poor information, it is natural that we can only attack with a bright card, in accordance with the actual speculation route of the 'Shanghai Free Trade Zone', and follow the direction of the joint force of market funds.

The two discussed......

At the same time, the magic capital, Zexi invested inside.

Xu Shen looked at the suspension announcement of Waigaoqiao, especially at the use of Waigaoqiao's proposed capital projects, the five core development platform projects of the Shanghai Development Zone, and felt very sorry in his heart.

"I didn't expect it...... This is the real dragon! ”

Xu Shen sighed: "No wonder today's real estate sector is so strong, and no wonder the main funds overflowing from the stock of Waigaoqiao are so serious, this is special...... He almost named himself and said that he was the designated commercial development unit for the development of the 'Shanghai Free Trade Zone' and the only listed company that developed the main body. ”

In his opinion, Waigaoqiao's fixed increase announcement.

is not only an ordinary private placement announcement, but also the underlying logic that supports the speculation of its stock price.

The only pity is that his news this time is not very sensitive, and he did not catch this check in advance, resulting in him, and the company's fund, not having a position in this check.

"But the appearance is ugly enough." After thinking about it, Xu Shen complained again.

At present, the entire market, in addition to some institutions and funds that are closed to the news, there are really only some retail investors, who are still kept in the dark, and do not know what logic the current market speculation is, and the rest of the 'smart funds' basically have an exact understanding and full expectations for the economic macro strategy of the country's upcoming announcement of the construction of the "Shanghai Free Trade Zone".

Of course, the time has come to this point.

The market-related news has diverged to this extent, which is enough to show that this main line of hype, from hazy to clear, should be something close at hand.

Other words...... The country officially announced the macroeconomic strategy for the construction of the 'Shanghai Free Trade Zone'.

There are only a few trading days left at most.

At a time when various funds that have already known inside information have complained about Waigaoqiao's private placement announcement and its suspension announcement.

The vast group of retail investors who have been speculating about the logic of market operation.

For the development projects mentioned by Waigaoqiao in the fixed increase announcement, there is also a great increase in interest and discussion.

And in the case of this main line of market speculation, further from the hazy state, gradually revealed...... On August 14th and August 15th, the Shanghai Composite Index once again connected the sun and walked out of the form of 'Sanyang Kaitai'.

Then, on Friday, August 16th.

The 'local core stocks of the Shanghai Stock Exchange', which have risen for a week, have not yet announced the news of the "Shanghai Free Trade Zone", due to the lack of consistency of continuous chasing of market funds, they have finally touched a greater selling pressure, and have been under pressure since the beginning of the session, and have entered a trend pattern of underwater volume shocks.

At the same time, the Shanghai Stock Exchange, which has become the core concept stock of the new leader in the market.

After opening higher, its stock price also plunged.

Su Yu looked at the first divergence of the hype line of the 'Shanghai Free Trade Zone' in the warm-up stage, smiled, and still did not issue any operation instructions to the traders, and ...... The personal funds in his hands are still ambushed in the index futures of the CSI 300, without the slightest movement.

And, due to the continuous yang of the index in these days.

His position in CSI 300 index futures has made a preliminary profit, with a position of 300 lots, a profit of almost more than 30 points, a total of more than 3 million funds.

Of course, such an amount of profit.

Compared to the 'object of the incident' he wants to snipe, it is naturally insignificant.

The positions of the entire fund were silent, and the time came to 11:20 a.m., and the two markets still maintained weak shocks, and there were no obvious new hot spots.

Su Yu looked at this boring plate.

I think that before the official announcement of the blockbuster good news of the 'Shanghai Free Trade Zone', the market is like this, there is nothing to see, and I am preparing to let the traders take a break and hurry to eat and rest, at this time......

The two markets, which were originally as calm as water, suddenly changed collectively.

The entire 'big finance' sector, especially the banking sector, includes China Commercial Bank, Huaguo Bank, Huanong Bank, Huajian Bank, Minshang Bank, Shanghai Pudong Development Bank, Ping An Bank, ...... and other hundreds of billions and trillions of core weight stocks, and the epic number of buying orders at the level of 100,000 hands, hundreds of thousands of hands, and even millions of hands has erupted.

And with these countless days of buying orders that shocked investors' jaws......

The Shanghai Index, which was originally sluggish and oscillating underwater, instantly turned into a small-cap stock in the market, which was pulled up by the ignition of floating capital, and the index soared into the sky, showing an upward straight line.