"1.13 billion!" Li Meng replied, "The holding lines of the two funds have reached above the 80% level at the moment. ”

Su Yu bowed slightly, and continued to ask: "The two funds, the total available funds, how much is there?" ”

"There are still 2.143 billion in available funds." Li Meng replied, "If you continue to pull up the market and support it until the end of the afternoon, it will be no problem." ”

At present, the intraday turnover of the entire market has shrunk to the range of 50 billion to 70 billion.

In addition, the market is around this position, there are not many free chips, and the board appears to be very light.

Therefore, even though they are mainly targeting large-cap stocks such as 'Huaguo Construction, Huaguo China Metallurgical, Huaguo Communications Construction, Huaguo Railway Construction, Huaguo China Railway, Huaguo Baosteel, Wuhan Iron and Steel Co., Ltd., Conch Cement, Huaxia Fortune, Kumho Group', etc., the money consumed is not too much.

Not to mention......

After so many days of opening positions in the early days, they don't have a lot of leverage to hold these stocks.

As long as the market sentiment and follow-up funds can form positive feedback in the process of their pulling, then they can continue to withdraw funds and maintain the dynamic balance of the position through the method of pulling and selling.

Therefore, in this case, even at the moment, the two funds are already in a heavy position.

Li Meng wasn't too worried.

"2.143 billion!" Su Yu chattered about this number, pondered for a moment, and said, "The market sentiment has been initially driven, and in the follow-up process of pulling the market, maintain the dynamic balance of the position, after all, the direction of the market, before the market really comes out, no one knows what the result will be, we must leave enough reserve cash to deal with market emergencies to ensure their own initiative." ”

"Good!" Li Meng responded.

Immediately, Su Yu's request was told to the two groups of traders in the trading room.

With the two main funds of 'Yuhang Investment', stop unilaterally eating chips, 'Huaguo Construction, Huaguo Metallurgical, Huaguo Communications Construction, Huaguo Railway Construction, Huaguo China Railway, Huaguo Baosteel, Wuhan Iron and Steel Co., Ltd., Conch Cement, Huaxia Fortune, Kumho Group' and other core stocks in the field of "infrastructure" began to gradually increase in the process of continuing to rise, and they have shown the phenomenon of rising and increasing volume, disk trading volume, and rapid amplification.

Seeing that these stocks have increased their volume, there is an obvious trend of volume and price rising.

In the market, many investors who were still hesitant finally let go of the doubts in their hearts and began to chase after them.

After all, in everyone's opinion, at the technical level, the bottom of the volume rises, that is a sign of reversal, even if you don't understand the specific logic for the time being, it is worth testing the position to chase and follow up on the current market, the hottest money-making hotspot.

With the influx of more active funds......

When the time traveled to 11:22, a huge amount of money suddenly bombarded the disk of Huaguo Metallurgical Corporation, swept all the buying orders above it with a thunderous momentum, and directly hit the stock price to the price limit of 1.32 yuan, and sealed the order with millions of hands, directly sealing the price limit.

", 1.02 million hand lists, straight up and down!"

Seeing the ultra-low-priced large-cap stocks of Huaguo MCC, the unprecedented price limit, the hearts of market investors were shaken.

"This level of order is a big organization entering the market, right?"

"It is also possible to have a share price of 1.32 yuan, a million hand lists, and only 132 million funds.

"This is the first super large-cap stock with a daily limit since the outbreak of the entire 'infrastructure' market today, right?"

"It is indeed the first one, but I didn't expect that one day, MCC will also become the market leader."

"Today's 'infrastructure' market has risen nonsensically, but the outbreak is really Meng, at this moment, the 'building decoration' industry sector has risen by more than 5%."

"It's still low enough, and the meat cutting tray is clean, so it can break out like this!"

"Don't say it...... 1.32 yuan of MCC is indeed underestimated. ”

"Just underestimate, can't rise so hard, I tend to the market in the 'infrastructure', the next must be a big positive, today's funds, obviously large institutional funds, I think...... The funds of these institutions must have smelled the smell and got the news, so they dared to pull the plate like this. ”

"Whatever the reason, just follow it!"

"Yes, the price limit of Huaguo Metallurgical represents the riot of large-cap stocks, not a fraud, but also represents the 'infrastructure' market that broke out today, and under the stimulation of MCC, it must continue to ferment and spread."

"Sure enough, the price limit of MCC, and the other big votes of the previous riots, are all straight up!"

"I'll go, Kumho Group feels that this is also going straight to the limit!"

"In the real estate, Kumho Group backdoor listing not long ago, the chips of the original shareholders, as well as the chips of the participating institutions, are all in a locked state, and the circulation is actually very small.

"Indeed, the actual circulation of Kumho Group is only about 4 or 5 billion."

"I'll go, directly 5 10,000 hand orders, more than 16 million funds, and hit the board of Kumho Group directly to the price limit? This plate is really light enough! ”

"Hey, it's sealed, it's really ...... The hand speed is too slow. ”

"Huaxia Happiness has risen by more than 7 points, and there is a trend of rising and falling! Real estate sector, is this to directly catch up with the appearance of 'architectural decoration'? ”

"Building decoration, building materials, steel, real estate, several major sectors, large net inflows, is still expanding!"

"It seems that today is completely the stage of 'infrastructure'!"

"Is this a shift in the style of the whole market? The two main concept plates of 'mobile Internet' and 'smartphone industry chain' in the direction of the small and medium-sized board and the gem, as well as many core concept stocks, have not moved at all when the entire market has been brought up by 'infrastructure'. ”

"It feels like a style change, but I don't know if there is continuity, will the market switch back to style tomorrow?"

"I can't care so much, let's talk to the one in front of me first!"

"I'm stuck on Changqu Technology and Hua Qingbao, and I can't move at all."

"I set it at the end of January, because Mr. Su participated in the huge fixed increase of 'Lixun Precision', and it was more than 20%, and I couldn't move it for a while."

"It doesn't matter, it's okay if you can't catch up with the market rotation."

"Yes, anyway, as long as the market continues to rebound, I believe that any sector can be on the wheel, but I think ...... At this time, it is really not a wise move to chase after these big guys of 'infrastructure'. ”

In the whole market, investors were strongly shocked by the two large-cap stocks of Huaguo Metallurgical and Kumho Group, and the discussion became more and more intense about the 'infrastructure' sector and its leading stocks, and countless active investors changed their views.

Yuhang invests inside, inside the trading room.

Su Yu looked at the million-hand seal orders that suddenly appeared on Huaguo MCC and the more than 500,000 hand seals that appeared on Kumho Group, his heart was shaken, and his face also showed a look of surprise.

"The speed of this sealing board is really fast." He couldn't help but sigh, "It's all ahead of us!" ”

In their trading strategy of opening the whole curtain of speculation on the theme of "infrastructure", in addition to using "Beixin Road and Bridge, High-tech Development, Pudong Construction" and other state-owned assets in the "infrastructure field" to pull out the hidden concept of "state-owned enterprise reform" to attract market capital to follow the trend and participate in the market, in addition to opening up the market speculation, using a large-cap blue-chip stock as the core breakthrough to open up the speculation space, and bringing out the concept of "pilot preferred shares" under the "infrastructure field", which is also in their operation plan.

Originally, according to the control rhythm formulated by Su Yu.

He wants to wait for market sentiment and follow the trend of buying, after the first wave of rapid consumption, when the market sentiment and buying have fallen, and then pull Huaguo Metallurgical and Kumho Group, two core large-cap stocks with less real circulation and relatively light market pressure, so as to stabilize the market and make the core hype line of 'big infrastructure' really play a continuous money-making effect.

I didn't expect ......

This has not yet reached the intraday change node he expected, and there will be a large amount of money rushing away.

"You said that there are a lot of smart people in the market." Li Meng said with a smile, "We will predict, others will also predict, the infrastructure field is in full turmoil, emotions and funds follow the trend, and as the smartest part of the market, it is impossible not to see the opportunity, but the millions of strokes of MCC are indeed exaggerated, according to the amount of funds raised, it should be the funds of institutions in the industry, right?" ”

"Hard to say!" Su Yu smiled, "In terms of market speculation, institutions are far less sensitive than tourists. The main line of large infrastructure, due to the previous fall too badly, the market expectations are low, the position in the field, there is no institution, and today's market outbreak, and not purely driven by the good, institutions do not have the first-mover advantage in information, plus, in the past two or three years in the continuous decline of the Shanghai index, all the large institutions have long been frightened by the market, after the market suddenly broke out, suddenly chasing high, not quite like their style, so ...... In terms of senses, it is the majority of tourists. ”

Let's try it soon, everyone. 】

"If it's really a tour of money, then the courage of this sealed board is really worthy of recognition." Li Meng praised.

After all, as Su Yu said, the current market is at a relative freezing point of emotion, and the overall money-making effect is not strong.

And as Su Yu guessed......

At this moment, in Yuhang, in a suburban villa, Zhang Jianping, who is the top tourist capital in the market, looked at a series of 10,000 hand orders played out in the account, hanging on the price limit board of Huaguo MCC, and was being eaten by the small orders that were constantly sold from all walks of life, and couldn't help but let go of the mouse in his hand with a smile, picked up the hot tea on the table, and took a sip.

A few minutes ago, the action of Huaguo Zhongye in the straight line sealing plate was his handwriting.

Of course, the reason why he did this was also to perceive that there was a super main force, which was strongly engaged in the main line of 'infrastructure', and according to various market news and even macroeconomic fundamentals, he felt that there were relatively large speculative opportunities in the direction of 'infrastructure'.

So, when this main line really broke out in full swing, and the market completely undertook it.

He didn't hesitate to make a heavy move.

And the same moment......

In Su Yu's Yuhang tour capital group, Zhao Qiang, who has always been high-profile, also threw out his own buy orders and pending orders in front of the group friends, only to see the reality on the screenshot he threw out, buying more than 17 million Kumho Group and more than 23 million Kumho Group, which is equivalent to proving that the previous Kumho Group's direct closure of the daily limit is his masterpiece.

", Brother Zhao is so courageous, dare to seal Kumho Group!"

"More than 17 million can be bought short, and more than 20 million can be blocked? Kumho Group has too few circulations, right? The plate of more than 10 billion yuan, the real circulation plate, is not as good as the small-cap concept stock of more than 2 billion, which is outrageous. ”

"Don't think Kumho Group is a large-cap stock, this stock is listed on the backdoor 'Ancai Paper', according to its market capitalization, it is estimated that it is not even 8% of the real circulation, plus ...... I heard that the internal control of Kumho Group is fiercely contested, and the internal shareholders are reluctant to sell the chips in their hands, the chips are scarce, and the sealing board is effortless, but it is also reasonable. ”

"What is the logic of Brother Zhao's sealing of this ticket? Infrastructure outbreak, real estate recovery, or Su Zong's concept stock speculation? ”

"Take a gamble, I feel that today's market is not simple." In everyone's inquiry, Zhao Qiang responded, "Mr. Su's seat in the market, disappeared for several months, and now the Shanghai Index 2000 points have been lost, and the bottom volume is reversed, I feel that Mr. Su's 'wealth road' is going to come back." ”

"Brother Zhao is saying that today's market ...... Could it be that Mr. Su is driving? ”

Zhao Qiang replied: "There is such a feeling, but how it is, we have to wait for the market to verify." ”

"Wouldn't it? Isn't Mr. Su's style and circle of competence on the 'mobile Internet' and 'smartphone industry chain' of the small and medium-sized board and gem? I feel that the blue-chip market market of 'infrastructure' is not like the style of Mr. Su's previous hype of the concept market, and today's market ...... It looks more like the handiwork of the institution! ”

"I also feel that most of the institutions are handiwork, but I don't know how sustainable it is."

"The current market, the overall sentiment is not strong, there is no direct blockbuster positive drive, I am afraid that today's outbreak of the 'infrastructure' market will not go far."

"Today's market is strong, and it's not just infrastructure, right?"

"I really think that today's rise is a simple 'infrastructure recovery' market, then it is wrong, in essence, the market is following the concept of 'state-owned enterprise reform' and 'preferred shares' in speculation!"

"Yes, under the hidden infrastructure market, the concept of 'state-owned enterprise reform' should be the main line."

"Look at the other tickets on today's board, Beixin Road and Bridge, Pudong Construction, High-tech Development, Deep Technology, Bayi Iron and Steel...... Equal votes, all of which are stocks with state-owned backgrounds and expectations of mixed reform. ”

"To be precise, it is the concept of infrastructure plus state-owned enterprise reform that is the strongest line."

"Everyone, let's wait for the market to really come out, the market this morning is indeed remarkable, but the volume of the two markets can break out a little too much, I feel that it is difficult to hold on to the afternoon closing, if you can be strong for a day, you can talk about the continuity of the market, otherwise everything is empty, tomorrow directly a low open, but also have to cut meat."

"Yes, yes...... Wait until after the afternoon close, it's too early to say that. ”

The group messages are constantly being refreshed......

At this moment, the trading time of the market has come to 11:30.

After half a day of continuous trading, the market in the 'building decoration, building materials, steel, real estate' four 'infrastructure' core industry sectors driven, and finally closed higher, the Shanghai Composite Index rose more than 1.5%, approaching 2100 points, the Shenzhen Index rose nearly 1%, and the ChiNext Index closed with a rise of 0.65% despite its relatively weak performance.

In addition to the increase in the index.

The turnover of the two cities also continued to expand compared with the previous few trading days, and the half-day turnover reached about 38 billion.

As for the concept sector, as well as the performance of individual stocks, the two major policy benefits of "state-owned enterprise reform" and "preferred stock pilot" are directly stimulated by the concept of the two cities, and in their sectors, the small-cap state-owned background of the 'infrastructure' field of constituent stocks, such as Beixin Road and Bridge, Pudong Construction, High-tech Development, Bayi Iron and Steel...... and other stock chips, which were robbed by funds from all walks of life, and they closed with a price limit.

After the close of trading at noon, facing the two cities, the main line characteristics of 'infrastructure' are extremely distinct.

Investors from all walks of life, including institutions from all walks of life, began to dig frantically and discuss various logical supports for the market's choice of 'infrastructure' as the main line of breakthrough, as well as all the positive supports in the market in this regard, in order to understand and grasp the market.

And in this atmosphere of heated discussion and crazy digging of investment logic.

At around 12:15, when Su Yu finished eating, he returned to the company's fund trading room, browsing the various logical reasoning on the Internet about the outbreak of the 'infrastructure' market in the major stock trading forums, and suddenly, all kinds of benefits that were dug out by everyone.

For a while, I was quite shocked, and I couldn't laugh or cry!

82 Chinese Net