"Waigaoqiao resumes, is this the return of the real dragon?"

"Let's guess how many boards there will be after the resumption of Waigaoqiao?"

"At least it won't be worse than the number of boards in Shanghai's material trade, right? After all, Waigaoqiao is the most logical stock in the main line of speculation in the 'Shanghai Free Trade Zone', and this check is carrying the good resumption of the fixed increase, the direction of the fixed increase project, or the platform construction of the 'Shanghai Free Trade Zone', the real core stock of the main line! ”

"4, 5, or 6?"

"I think at least we have to double the start, after all, this check is not only the core, and before the suspension, it has not experienced a round of warm-up speculation like the Shanghai Stock Exchange, its current stock price, basically still in the historical position, and this check has not been speculated by the capital for the past three years, look at the semi-annual report, there is no large institution lurking, the internal chips can be described as very clean, it is definitely 7 board start."

"No matter how many boards, as long as the main line of 'Shanghai Free Trade Zone' can still rise, then the market can't avoid the stock of Waigaoqiao."

"Yes, yes, this is the absolute leader, and it is also the only listed company in the core project of commercial development of the 'Shanghai Free Trade Zone'."

"I didn't say it, tomorrow this check, the chip will definitely be grabbed and exploded."

"Besides, I'm afraid I don't have much money to buy it, right?"

"Don't think about it, it must be a one-word limit for shrinkage, just look at some people who hold positions in the market, whether there will be money urgent, and they plan to sell."

"Hey, but even if there are investors in the market who are desperate for money and are willing to sell, it is still a feast for big money."

"Yes, they have a channel advantage!"

"Even if the big money has the advantage of the channel, it can't give up a little hope, I decided, stay up until 12 midnight today and place an order on time."

"I'm also hanging, this check, as long as the front five boards can be bought, it will be earned!"

"Haha...... It's like a new stock deal. ”

"It should be said that it is more exaggerated than new stocks, I remember that before the IPO was suspended, many new stocks were broken, and the check of Waigaoqiao, at least 50%, or even doubled, will definitely be."

"The resumption of trading in Waigaoqiao should also be able to drive other core stocks of the concept of 'Shanghai Free Trade Zone', right?"

"That will definitely be possible, the resumption of trading of the leader, the rapid increase in attention, tomorrow 'Shanghai Free Trade Zone' other core concept stocks, will definitely rise."

"I also think that after all, there is a spillover effect!"

"Then I'll place an order tonight and directly grab the chips of tomorrow's Shanghai trade, no...... Both stocks grabbed. ”

"Yes, yes, the Shanghai Trade and Trade List is so explosive today, coupled with the resumption of trading in Waigaoqiao, the market will definitely not be bad tomorrow."

"Hey...... It's a pity that such a good opportunity today didn't start. ”

"Who would have thought that Fortune Road would continue to increase its position at a high level? But...... Everyone, tell me about the stock of Waigaoqiao, is there a latent position on Fortune Road? ”

"Probably not, right? Waigaoqiao's suspension was too abrupt, and no one expected it. ”

"But there is also a possibility of lurking, after all, the day before the suspension of Waigaoqiao, suddenly a straight line of the limit, although that day did not go on the dragon and tiger list, but the attitude of rushing to raise funds, is too obvious."

"Regardless of whether Fortune Road has a position in this leading stock, it should not affect the trend of this check after the resumption of trading."

"Indeed, and it stands to reason that the resumption of Waigaoqiao at this time is the most appropriate."

"The management and the institutions involved in the private placement must also want to take advantage of the 'Shanghai Free Trade Zone' to push the stock price up, right? Otherwise, there is no need to be in such a hurry when resuming. ”

"This is for sure, otherwise how can the institutions participating in the fixed increase make money?"

"Hey, these institutions participating in the fixed increase, can directly get the bottom of the chips of Waigaoqiao, but it is really profitable, compared to the price of their participation in the private placement, after the resumption of Waigaoqiao, at least double the floating profit!"

"According to the floating profit, now that it is good, it must be earned."

"However, don't forget, the chips obtained by participating in the private placement have a lock-in period, at least half a year, or even a year or two years, Waigaoqiao's stock price will definitely rise in the short term, but in the long run, how long it can be maintained at a high level is really not necessarily!"

"Still thinking about the institution? To be honest, this wave of institutions participating in the private placement is ugly enough to take chips. ”

"It's ugly enough, but in any case, it is a great benefit to be able to formulate a fixed increase plan for the project development of the 'Shanghai Free Trade Zone', which is a great benefit, and this fixed increase plan not only makes Waigaoqiao a commercial development enterprise designated for the development of the 'Shanghai Free Trade Zone', but also opens up unlimited imagination space for Waigaoqiao."

"After all, the fundamentals of this check were not very good before, and there was not much internal liquidity."

"Now, these problems have been solved."

"Well, this fixed increase plan has indeed confirmed Waigaoqiao's core leading position in the main hype line of 'Shanghai Free Trade Zone', and at the same time opened up unlimited imagination and expectations for the follow-up development of Waigaoqiao's company.

"In any case, this check is the ticket with the strongest future expectations and the largest imagination in the current market, and it will definitely be speculated by all kinds of main funds, and its speculation space will also directly affect the height of the main hype line of the 'Shanghai Free Trade Zone'."

"Indeed, whether you can buy the chips of this check or not, you must pay attention to the trend of this check in the near future."

The news of the resumption of trading in Waigaoqiao spread farther and farther, and the topics and attention it discussed skyrocketed, but it was only an hour or two before it became the hottest stock in the market.

In the market, all kinds of main funds.

Many major funds, including tour capital, private equity, public funds, and brokerage proprietary funds, have also turned their attention to this check, and have rushed to place orders at 12 o'clock in the middle of the night, intending to rely on the channel advantage to seize the position of the first to declare buying at the opening of tomorrow.

Of course, during this period......

Like Zexi Investment, Jingda Investment, and the first-line investors in the Shenzhen multi-share market, under the action of focusing on the capital of Fortune Road, they also inevitably linked the matter of 'buying the stock of Shanghai Stock Exchange and Trade of Fortune Road today, and leaving Huaqingbao and Changqu Technology' with the resumption of trading in Waigaoqiao.

And in this extremely explosive topic discussion, and the rapid and enthusiastic mood change of hype on the main line of 'Shanghai Free Trade Zone'......

The market ushered in the next day, Wednesday, August 23, trading day.

At about 8:30 in the morning, Su Yu came to the company, and after a short morning meeting, he walked into the trading room, sat in front of the computer he usually used, and waited for 9:15 to come.

"I really didn't expect that Waigaoqiao would resume trading so soon."

After everyone was ready, Li Meng sat beside Su Yu, looking at the Waigaoqiao stock, which had been topped to the top of the heat, and the online stock forum where the topic discussion was still intense, and said: "This round of regulatory approval is also lightning speed, which is completely different from usual. ”

Su Yu smiled and said: "This is natural, special project, special channel approval." ”

The core location of the project development of the entire 'Shanghai Free Trade Zone' is in the Shanghai Waigaoqiao Bonded Port Area, and Waigaoqiao, as the only commercial development listed company with relevant qualifications in the port area, can be said to be shouldering the development responsibility of this top-level design project.

"Guess, after the resumption of Waigaoqiao, how many boards will be opened?" Li Meng said with a smile.

He knew that the fund account in charge of Su Yu was in an extremely heavy position in this stock, and naturally hoped that this check could go a few more boards, so that the company's fund performance could go to a higher level with the help of this stock.

Su Yu smiled and said, "What do you think?" ”

Li Mengmeng thought about it and said: "According to the 'Shanghai-Hong Kong Group, Lujiazui, Pudong Jinqiao, Jinjiang Investment, Shanghai Material Trade' after the announcement of the trend of the word board, Waigaoqiao can at least go to the height of 5 boards, coupled with its unique logical attributes and the positive bonus of the fixed increase, you can add two to three more boards of space, that is, between 7 boards and 8 boards, which is basically the overall expectation of the market." ”

"Between 7 and 8 boards." Su Yu smiled and said, "You underestimate the potential of this stock a little, right?" ”

"What do you think?" Li Meng asked.

She considered that Waigaoqiao's check already had a price limit before the suspension, and felt that the height of 7 boards to 8 boards was almost the limit.

Su Yu continued with a smile: "The logic and future expectations of Waigaoqiao are better than those of Shanghai Trade, right?" Shanghai trade can get out of the height of 12 days and 10 boards, but Waigaoqiao can't do it? I guess...... This stock, after the resumption of trading, the number of boards is at least above 10. ”

"No, you can really get out of 10 one-word boards, that's the height of 11 boards." Li Meng said, "Without the exchange of chips, the market cannot form a joint force, and it is difficult to rely on good support alone, right?" ”

"Do you want to gamble then?" Su Yu said with a smile.

Li Mengmeng thought about it, and finally shook his head and said: "Forget it, every time I bet with you on market prediction, I will lose, it's too unchallenging." ”

"Okay!" Su Yu smiled and said, "Then let the market verify it!" ”

After speaking, Su Yu paused, thought for a while, and said: "At this stage, in fact, Waigaoqiao itself is not the focus of attention, after all, this check must be on the board in the early stage, there is no doubt, we need to pay attention to it...... It is the driving force of the hype of the 'Shanghai Free Trade Zone' and even the relevant sectors of the entire market during the period of this check on the word board, which is worth participating in and can bring us additional profits. ”

"What do you think?" Li Meng asked.

She also believes that the resumption of trading in Waigaoqiao can drive the main line of speculation in the 'Shanghai Free Trade Zone', and even other sectors of the entire market.

Moreover, it is predictable to ......

With a lot of funds, during the Waigaoqiao one-word board, it was impossible to buy the chips of Waigaoqiao.

It will definitely spill over to other related stocks and attack other similar stocks, thus forming a main line with Waigaoqiao as the core to extend the speculation market.

"No idea." Su Yu said, "At present, in addition to the high probability that the check of Shanghai Trade will continue to be speculated by funds with the help of the resumption of trading in Waigaoqiao, I am not sure about other sub-sectors and sub-concepts on the main line of speculation in the 'Shanghai Free Trade Zone', so I can only take one step and look at one step." ”

As the two talked, 9:15 had arrived.

Su Yu and Li Meng stopped talking, and both turned their eyes to the computer interface, staring at the trend of several core stocks of the 'Shanghai Free Trade Zone' such as Shanghai Trade and Trade, Waigaoqiao, and Shanghai-Hong Kong Group, and also observing the overall opening of the call auction in the two cities, making mental predictions.

I saw it in the eyes of the two of them......

Waigaoqiao's share price jumped from the closing price before the suspension, that is, 14.36 yuan, to 15.79 yuan, an increase of 10%, and more than 900,000 orders were closed; The share price of Shanghai Trade Co., Ltd. jumped from yesterday's closing price of 19.23 yuan to 19.90 yuan in an instant, an increase of 3.51%; Shanghai-Hong Kong Group opened slightly higher by 1.01%; Other relatively core tickets such as Pudong Jinqiao, Lujiazui, Jinjiang Investment, and Shanghai Sanmao are between 0.3% and 1%, which is relatively weaker.

"960,000 initial seals, crazy, these people?"

Li Meng saw the initial seal of Waigaoqiao, and his heart was extremely shocked: "More than a billion, in the market, when did you get so rich, when did you have such a large incremental capital?" ”

"It's an exaggeration." Su Yu looked at the sealed order of nearly 1 million and said, "Who said that the market is short of money?" What is lacking is the money-making effect and confidence, looking at the scene of various funds rushing to raise Waigaoqiao, it proves that as long as the market is heated up, the money-making effect has a continuous continuity, and the incremental funds are not a problem at all, confidence is more expensive than gold! ”

"There are so many daily limit buy orders, and you can't buy any chips on the plate!" Li Meng said, "What a waste of money. ”

Su Yu said with a smile: "Don't worry, after you know clearly that you can't buy chips, everyone will cancel the order." ”

"At the same time, so many pending orders also show that it is a good thing."

"After all, these funds outside the board are all active funds in the market, when they clearly know that they can't buy chips, after a large-scale cancellation, their capital spillover effect will affect other stocks and sectors."

"I hope so!" Li Meng nodded.

Then, with the surprise in the hearts of the two of them, time continued to travel.

9:16, 9:17, 9:18......

When all kinds of funds saw the terrifying daily limit on the Waigaoqiao disk, they recovered from the shock, and their spatial expectations for this stock, and even for the main line of speculation in the 'Shanghai Free Trade Zone', were changing in an instant, so they ...... Many funds, knowing that they could not buy Waigaoqiao chips, began to quickly withdraw orders, and joined the Shanghai Stock Exchange, which is still able to trade normally.

And with a sudden shift in expectations and a massive spillover effect of funds.

After the first two or three minutes, a number of core concept stocks such as "Shanghai Trade and Trade, Shanghai Hong Kong Group, Pudong Jinqiao, Shanghai Sanmao, and Jinjiang Investment" have ushered in a large number of capital buying, and their collective bidding trend has also risen rapidly step by step under the attack of these buying orders.

Finally, at 9:20, the real call auction session arrived.

Waigaoqiao's daily limit orders have been sharply reduced from more than 900,000 hands to more than 500,000 hands; The increase in Shanghai's trade has increased from more than 3 points at the beginning to more than 5 points; Shanghai-Hong Kong Group, Shanghai Sanmao and many other concept stocks, their gains have also further risen to between 1.2% and 2.5%.

Of course, with the continued strong movement of these stocks......

The day before yesterday and yesterday's strong performance of the gem 'pan-mobile Internet' concept plate, as well as its core popular stocks, in the call auction, is no longer strong, but weakening step by step, there are signs of capital ebbing, at the same time, the main board of some of the first two days rebounded violently over-falling stocks, today in the call auction, the performance is also relatively weak.

It felt like overnight, and the market was back to its previous rhythm.

9:21, 9:22, 9:23......

As time continues, the core concept stocks related to the 'Shanghai Free Trade Zone' have been further attacked by the rush of funds, and the related core industry sectors, such as the three core industry sectors of 'real estate, logistics and ports', have also been taken care of by the funds as a whole.

Finally, at 9:25 a.m., the call auction between the two cities ended.

Waigaoqiao's sealed order was fixed at 523,000 hands, and in the entire call auction stage, 15 hands of chips were attacked, which was exactly the same as the trend of the first day of the initial new stock at the peak stage of the market; The stock price was fixed at 20.33 yuan, unhindered across the 20 yuan mark, the entire call auction stage traded 28,500 hands, the turnover of more than 50 million, compared with the trading volume at the opening of the board yesterday, that must have shrunk several times; Shanghai and Hong Kong Group opened 2.1% higher, with a trading volume of more than 50,000 hands, but the turnover was much lower than that of the Shanghai Stock Exchange, which proves that the various institutions that entered the market yesterday did not want to come out.

As for the core stocks of Lujiazui, Pudong Jinqiao, Jinjiang Investment, and Shanghai Sanmao.

The opening situation is much weaker than that of Waigaoqiao, Shanghai Material Trade, and Shanghai-Hong Kong Group, and the volume has not been amplified much, and the increase has not been too strong.

Overall......

These were originally called the core concept stocks of the first echelon of the 'Shanghai Free Trade Zone' when the positive was announced.

At this moment, it has been clearly divided into multiple levels by funds.

Seeing such an opening scene, Su Yu knew that the checks of 'Lujiazui, Pudong Jinqiao, Jinjiang Investment, and Shanghai Sanmao' failed to get the full recognition of the funds, and they had obviously fallen behind, and most of the follow-up would not get the focus of the funds.

After all, the main line of the 'Shanghai Free Trade Zone' continues to develop deeply.

Then, in the direction of speculation, the more stringent the details of this line are selected, as well as the profit and loss ratio.

In other words, the deeper the market, the more funds converge to the most core leader, or ...... Choose marginal concept stocks that have not yet been speculated, as well as new concept stocks that are newly related to the 'Shanghai Free Trade Zone' for low-level speculation, after all, in this way, the funds can maximize the profit and loss ratio and eliminate the risk of taking orders at a high level and losing money.

And cheques like 'Lujiazui, Pudong Jinqiao, Jinjiang Investment, and Shanghai Sanmao'.

Although it can be regarded as the core concept stock of the line of 'Shanghai Free Trade Zone', the logical hardness and the performance imagination space of the direct positive impact of the future are obviously inferior to those of Shanghai-Hong Kong Group, Shanghai Trade and Waigaoqiao, and these checks are significantly higher than other similar concept stocks in terms of overall speculation.

That is to say, these checks are in the eyes of the main funds of the current market speculation.

It is no longer cost-effective.

In fact, it is just as Su Yu predicted......

At 9:30 a.m., after the two cities officially began trading, Shanghai Trade and Shanghai-Hong Kong Group still ushered in a large number of active large funds relay, trading is extremely active, and in the collective bidding performance of 'Lujiazui, Pudong Jinqiao, Jinjiang Investment, Shanghai Sanmao' four checks, at the beginning of the session slightly rushed up, it fell back quickly, the selling was serious, the buying was insufficient, and it fell into a state of decline again in less than ten minutes.

At the same time, in addition to the Shanghai Trade and Shanghai-Hong Kong Group, which are still strong......

Among the two cities, the industry sectors represented by Shanghai Trade, Shanghai-Hong Kong Group and Waigaoqiao, as well as the core stocks with good performance in the port, logistics and real estate sectors, are moderately and at a low level, and are suitable for the concept of active capital speculation in the market, which have also received great attention from various funds and continued to strengthen.

Except, of course, in this direction.

Market funds have also avoided all the 'Shanghai Free Trade Zone' concept stocks that are not hard enough in logic and have been speculated by funds in the early stage, and instead attacked the low-level marginal concept stocks that have not been hyped before, the new concept stocks that are newly involved, and the potential 'free trade zone' core concept stocks in Yuzhou, Tianjin and other regions.

Especially some stocks like last night in a number of announcements, deliberately related to the 'Shanghai Free Trade Zone'.

For example, it is preparing to transfer the core business of the company's department from the Shenzhen Stock Exchange to the Shanghai Stock Exchange, and is preparing to develop the second phase of the supply chain project in Yangshan Port, complete the land acquisition of the regional department, and plan to establish a warehousing and logistics listed company Yiyatong in this area.

For example, it is ready to invest 500 million yuan in Gaoqiao District, the core development area of the 'Shanghai Free Trade Zone', with the company's own funds, to establish a logistics trade subsidiary of Sunflower.

Such as the east and west, ready to establish a strategic partnership with Waigaoqiao Company, Pudong Jinqiao Company of the robot.

These "new concept" stocks that forcibly connected with the "Shanghai Free Trade Zone" have become the new darlings of the market at this moment, ushering in the violent attacks of various funds, and the stock prices have risen in a straight line.

At 9:47, after the transaction of nearly 500 million yuan, the Shanghai trade had a strong daily limit, realizing the first board after the opening adjustment, and it hit a new record high, reversing yesterday's trend.

At 9:51, Yiyatong touched the daily limit and became the first "Shanghai Free Trade Zone" concept stock on the "new concept" stock that pulled the relationship.

At 10:17, the Shanghai-Hong Kong Group rose by more than 7%, and the turnover exceeded 1 billion again, a significant increase.

At 10:23, the marginal concept stocks in the early stage, Haibo shares and Oriental Venture became the new favorites of funds in this direction, attracting countless attention.

At 11:02, the stock price limit of Yuzhou Development was fired, and the first shot of speculation in the 'free trade zone' in other regions was fired.

Subsequently, until the end of midday, the entire 'Shanghai Free Trade Zone' concept of the main line of speculation field, the limit of individual stocks, broke through to the number of ten.

It's just that today's gains are related to concept stocks.

and the main direction of its funds, which is significantly different from the previous hype field.

Like the so-called 'main line core area' stocks that received large-scale speculation and attacks from funds before, except for the two hard-core logic stocks of Shanghai Trade and Shanghai Hong Kong Group, they have not moved much at all, either sideways or weak, and there is no sign of fire at all.

Let many large funds still lurk in this field, as well as the main institutions that have not given up their positions to take profits.

I was very surprised for a while, and I was even more angry!

PS: 2-in-1 Ha!