Chapter 190: The Good of the Heavens
"It's finally here, it's finally here......"
Seeing the blockbuster announcement of 'the state officially approved the establishment of the Shanghai Pilot Free Trade Zone', Li Meng was excited, his eyes were full of smiles, and he looked at Su Yu and said: "The market hurricane we are looking forward to has finally blown up, and according to the announcement document, the core location of the free trade zone is the Shanghai Waigaoqiao Free Trade Zone, our wave ...... It can be regarded as completely stepping on the policy node. ”
Although in such an announcement, the relevant details have not yet been clarified.
However, this top-level design of the concept of 'regional special economic zone' has been regarded as a good thing for the market, which is enough to bring huge speculation and market expectations.
"yes, it's finally here!" Su Yu said with a smile, and was very happy in his heart.
"According to the document, the scope of the pilot free trade zone established in this round is 28.78 square kilometers, and with this pilot zone as the core, its future policy direction will directly radiate the entire Yangtze River Delta economic agglomeration around it, and according to the data released last year, the GDP scale of the Yangtze River Delta economic agglomeration is as high as 10 trillion." Li Meng excitedly continued to analyze the benefits of the document, as well as the country's consideration of the 'economic development strategic policy' in this top-level economic design, and continued, "According to this logic, the impact of the 'Shanghai Free Trade Zone' on the national economy is probably no lower than the impact of the establishment of the 'Shenzhen Special Economic Zone'. ”
"How to talk about top-level design like this in the future......
Su Yu said: "Only in view of the development results of the Shenzhen market, the expected space of the market will not be small, speaking of which, this document, in the hazy speculation of the market, can really be said to have been called out for a long time, the hype route of the 'Shanghai Free Trade Zone', it is time to enter a new stage." ”
Previously, the entire market was in a hazy hype stage of doubt.
Now, the announcement is out, and the certainty is coming, so what happens next is the market...... It's time for the hype of definitive expectations to explode in full swing.
Of course, at this stage......
The core of the 'Shanghai Free Trade Zone' concept stock will definitely be further frantically grabbed by various funds.
"Well, with such a big benefit, most of the core concept stocks of the 'Shanghai Free Trade Zone' will definitely be a word board tomorrow." Li Meng said happily, "Fortunately, we have already opened a position, and then we just need to wait and see the changes in the market, and we can make a lot of profits lying down." ”
Thinking of this, she had to admire Su Yu's decision in this matter.
Without Su Yu's insistence, the current position bias of the entire fund is probably still in the core concept of the gem constituent stocks, and it is impossible to have such a comfortable position ratio now.
While the two were talking, the Internet at the moment was ......
The vast number of investor groups have also entered an unprecedented level of intensity in the interpretation, analysis and discussion of this blockbuster benefit.
"After the Shenzhen Stock Exchange, this is the first time that the country has set up a 'regional special economic zone', right?"
"It's really a good thing, I just said that during this period of time, the 'Shanghai local stocks' have moved too often, and it is obviously abnormal, so it is so ......"
"With the establishment of the 'Shanghai Free Trade Zone', the growth potential of the 'Yangtze River Delta Economic Cluster' in the future will be greater than that of the 'Pearl River Delta', right?"
"This is the core position of the 'Yangtze River Delta Economic Group', and another economic engine has been created!"
"The top-level design, the centennial plan, and the establishment of the 'Shanghai Free Trade Zone' can directly drive the economic volume of the entire 'Yangtze River Delta Economic Cluster' of 10 trillion yuan."
"It's good, it's really good!"
"It's no wonder that the Shanghai market trade can go so strong, all kinds of travel bigwigs gather, countless people rush to raise, the original is to follow this underlying hype logic, cow, cow!"
"The introduction of macro policies, its overall impact, there is a demonstration of the impact of the Shenzhen market on the entire Pearl River Delta economy, we should have a clear expectation, which goes without saying, I think it is better to discuss this good, can directly influence, good sectors and individual stocks, this is the most important thing, after all, no matter what kind of good, we must be implemented, in order to bring us tangible profits."
"The essence of the free trade zone is to cancel most of the tariff and non-tariff barriers to each other through the signing of free trade agreements, cancel the market access restrictions of the vast majority of service sectors, and open up investment, so as to achieve the free flow of goods, services and capital, technology, personnel and other factors of production, so as to achieve complementary advantages and promote common development."
"But the establishment of this round of 'Shanghai Free Trade Zone', the state in terms of demands, in addition to the original these, is also ready to build the 'Shanghai Free Trade Zone' into a new experimental field for domestic economic development, the implementation of government function transformation, financial system, trade services, foreign investment and tax policies and other reform measures, and will vigorously promote the development of Shanghai entrepots, offshore business, and other reform measures."
"All in all...... This is a measure that will have a profound impact on our economic development. ”
"According to the content of the document and the essential development of the free trade zone, the implementation of the stimulation of the direct industry sectors and individual stocks in the market should be the ports, trade, logistics, commercial real estate development, and financial services sectors in the free trade zone, of course...... The core Shanghai local stocks in these sectors have actually been hyped by big funds before the news is announced, and they are not very easy to intervene at present. ”
"In terms of ports, Shanghai-Hong Kong Group is definitely the core; In terms of logistics, Shanghai trade has also come out; In terms of trade, Shanghai Sanmao should be regarded as the core; Commercial real estate development, Waigaoqiao in the private placement documents, has indicated its private placement project direction, is supporting the development of the "Shanghai Free Trade Zone", coupled with the regional demarcation of the "Shanghai Free Trade Zone", the most core plate, is the Waigaoqiao Free Trade Zone, this is definitely the "Shanghai Free Trade Zone" concept stocks, the core of the core, but unfortunately has been suspended, there is no opportunity to participate; financial services, Shanghai Pudong Development Bank is naturally the core target, of course...... I think the Shanghai Ganglian is also counted, but the increase in this check has been overdrawn too much......"
"Don't talk so much, what you can buy tomorrow is the best."
"Yes, with this benefit, tomorrow's core concept stocks will definitely not be able to buy, and most of them will only have the opportunity to buy some 'leftovers' like stocks."
"Hey, every time there is a blockbuster benefit in the market, big money is always prescient, it's too unfair."
"This is also something that can't be helped, where are the advantages of people's capital and information channels, in fact...... The blockbuster release of the 'Shanghai Free Trade Zone' has been rumored in the market for a long time, and I remember hearing about it last week, that is, ...... Trading is always easier said than done, knowing, not necessarily able to do, I watched the Shanghai market trade rise for a few days, and heard the news, but I just didn't dare to chase the price to buy. ”
"Yes, it's easier said than done......"
"Indeed, with such a big benefit, the core concept stocks on the front line tomorrow will definitely not be able to be bought."
"Originally, I was thinking of following the trend tomorrow and studding it, hey...... Now it seems that there is no chance for stud. ”
"Anyway, the 78 million on Fusheng Road today, it's really time to buy it, and there won't be any inside information, right?"
"It's been rumored in the market for many days, so it shouldn't be considered insider information, right? And...... Isn't it too normal for this kind of big money to have inside information? ”
"Shanghai Pudong Development Bank, it should be able to buy it tomorrow, right? I don't believe in this kind of big guy, and he can still have a one-word limit. ”
"There is a high probability that it is impossible to have a one-word limit, but this kind of super bank blue-chip stocks, hundreds of billions of plates, there is not much space, the great benefit is on it, it is estimated that it is difficult to rise three boards, chasing the Shanghai Pudong Development Bank, it is really unnecessary, it is better to chase the Shanghai and Hong Kong Group, this is also the core stock."
"Shanghai-Hong Kong Group may not be able to buy ...... tomorrow"
In the unprecedentedly fierce discussion among the majority of retail investors in the market, about half an hour after the release of the blockbuster document of the 'Shanghai Free Trade Zone'......
The major financial media, financial websites, and financial Vs on the whole network have also begun to interpret the good news.
Thereinto......
The director of the strategic research department of the Great Wisdom Trading Platform said that the establishment of the Shanghai Free Trade Zone is the second top-level design since the country's economic opening up, and its far-reaching impact can be compared with the establishment of the 'Shenzhen Special Economic Zone'.
Huashang Securities, chief analyst, said that the establishment of the Shanghai Free Trade Zone is a national strategy, aimed at exploring the road of deepening reform and expanding the mode of opening up, is a system test field, can bring experience and demonstration effect to other regions of the country, or can start a new round of rapid economic growth, undertake a new economic engine.
Jinshi Finance, a financial big V with great influence, said that the establishment of the Shanghai Free Trade Zone is another starting point for the country's economic take-off, and it is to stimulate the internal vitality of the 'Yangtze River Delta Economic Group' and further play the role of the national economic engine.
And with the passage of time, more and more people in the financial circle have spoken out.
At the same time, countless media rushed to report it, so that this major good news broke out of the circle and attracted everyone's attention.
Of course, in the meantime......
Many real market participants, after the initial excitement and excitement, began to sink their attention to the material impact of this positive on many stocks in the market, and began to study the opportunities in it.
Among them, many large institutions are in-house.
The Strategic Investment Department and the Fund Trading Office worked overtime that night to sort out the core stocks of various sectors that can be participated in under the main line of the 'Shanghai Free Trade Zone', as well as its extended concept stocks.
And in this kind of extreme excitement and excitement of the whole market.
At this moment, Yu Hang, within Jingda Investment, Gu Chijiang, as the general manager of the company, is so angry that he jumps.
Before the introduction of the blockbuster benefit of the 'Shanghai Free Trade Zone', the company's main fund was once heavily held in the two real core concept stocks of the 'Shanghai Free Trade Zone' in Waigaoqiao and Shanghai-Hong Kong Group, but ...... In the end, all the low-level positions were reduced by mistake.
"Hao Wei is here, this guy is really mistaking me!"
Gu Chijiang was in his own villa, holding the teacup in his hand, and his heart was almost angry: "If you don't play in a low position, at least double the profit, now...... It's really too late to adjust the position. ”
"Hey, the key is that the year-end performance can't be completed, and I can't explain it to Mr. Ning of Pengyuan Real Estate."
Most of the funds in the fund he manages come from the Ning family of Pengyuan Real Estate, and if the performance commitment is not completed, this part of the Ning family's funds will most likely not be handed over to him in the coming year.
Thinking of this, the more Gu Chijiang thought about it, the more angry he became, and he almost dropped the teacup in his hand.