"The market sentiment has converged, and there shouldn't be too many surprises in today's market situation, right?"

At 9:25 a.m., in Yuhang, inside Yuhang Investment Company, in the trading room, Li Meng observed the performance of the market situation that opened at a high level in an all-round way, and said with a smile: "The two main lines of the market, 'infrastructure' and 'state-owned enterprise reform', have a more and more powerful siphon effect on the main funds in the market, and I feel ...... It's time to accelerate the main upward trend! ”

"Well, that's pretty much it." Su Yu nodded and responded, "The emotional and financial aspects of the two main lines of 'infrastructure' and 'state-owned enterprise reform' have begun to resonate strongly. ”

"When the market opens, the overall trading volume of the call auction in the two cities has shrunk compared with yesterday." Hearing Su Yu and Li Meng's words, Wang Can observed the market performance and said with some concern, "Can this show the resonance of emotions and funds?" Can it be said that the main rising stage of this round of rebound is coming? ”

Su Yu smiled and responded: "After the volume, the shrinkage is a good thing, if the market continues to increase today, it means that the chip structure in the market is still unstable, and the differences are still huge." ”

"That's right!" Zhao Lijun continued, "After such a high turnover yesterday, today's relative shrinkage proves that the new funds of all parties are relatively reluctant to raise funds after getting the chips, and it also stems from everyone's strong confidence in the market outlook...... This should be similar to the hype of individual stocks. ”

"Just like the trend of Beixin Road and Bridge, the leading stock with the most attention in the current market."

"Since the check was launched from the bottom, it is clear that it has gone through four stages."

"The first stage is the start of a large increase in the price limit, from the K-line chart, the trading volume of Beixin Road and Bridge that day is almost equivalent to about 3 times that of the previous day."

"Then, in the second stage, it is after Mr. Su's 'Fusheng Road' seat appeared on the Dragon and Tiger List."

"At this stage, due to the rapid rise in the sentiment of the majority of investors who are bullish on this stock, it has led to the reluctance of a large number of investors holding shares in the market, and it has also led to the rapid follow-up of various funds outside the market, and these two reasons have acted at the same time, which has caused the obvious shrinkage of Beixin Road and Bridge in 2 or 3 price limits."

"After the third board, due to the impact of pre-holiday risk aversion, as well as the decline of the entire market capital, Beixin Road and Bridge encountered great divergences in the height of the impact of the four boards, and restarted a large volume shock, which is the third stage, that is, after the shrinkage...... The stage of re-volume. ”

"Then, in the case of a large increase in volume and a sharp adjustment of the internal chip structure."

"As the index broke through the 2,200-point mark, due to the recovery of the capital side after the holiday, and due to the expectations of the majority of investors in the market for the market outlook, it directly led to a large-scale increase in the follow-up market inside and outside the market, and at the same time, the funds held in the market have also become reluctant to raise again, so ...... The stock price of Beixin Road and Bridge has moved from the volume to the shrinkage stage, which is the second main rise after the differentiation adjustment, and it is also the fourth stage I said. ”

"There is a strong correlation between the market trend of a single stock and the market trend of the entire market."

"Therefore, according to the hype path of Beixin Road and Bridge, as well as the change in volume and energy, we can expect the entire market, as well as the two core main lines of 'infrastructure' and 'state-owned enterprise reform'."

"Well, that's good!" Su Yu heard Zhao Lijun's analysis, looked at him with great appreciation, and replied, "The so-called 'one leaf and know the autumn', the overall analysis logic is what Lijun said, whether it is the market changes of individual stocks, or the main line of the market, or even the market changes of the entire market, it is not a good phenomenon to blindly follow the rise in volume and price, and it depends on the specific position and emotional changes." ”

"Hmm!" After Su Yu finished speaking, Liu Yuan hurriedly responded, "Thank you Master and Senior Brother Zhao for clarifying your doubts." ”

"However, with the volume of the two main lines of 'infrastructure' and 'state-owned enterprise reform', if we continue to make rapid breakthroughs and continue to siphon more serious funds to the market, then the market differentiation should be more serious, and the space for the market index may be difficult to really open, right?" Zhu Tianyang thought about it, but he still had a lot of questions in his heart, "And...... Mr. Su, if the market continues to maintain the state of stock game, then with the rise of the two main lines of 'infrastructure' and 'state-owned enterprise reform', the funds needed to support the two main lines of the market will also increase exponentially, right? ”

"However, looking at the growth of active funds in the market, I am afraid that ...... Even if the two main lines of 'infrastructure' and 'state-owned enterprise reform' continue to siphon active funds from other sectors of the market, it is difficult to get out of the sustained market that is too high. ”

"So, I think...... We still can't be too optimistic. ”

"Not bad!" After listening to Zhu Tianyang's analysis, Su Yu said, "It is foreseeable that as the two core main lines of the 'infrastructure' and 'state-owned enterprise reform' markets continue to advance, the market differentiation effect will definitely become more and more serious, but as long as the strong money-making effect in the field still exists, then the incremental funds that continue to follow up outside the market can make up for the lack of funds to a certain extent." ”

"Of course, you can't be a big fat man in one bite."

"With the continuous accumulation of profit orders in the market, with the continuous selling of a large number of hedging disks precipitated in the early stage of the market, and with the valuation and expected space of the main market, it has gradually lost its cost performance."

"The amount of potential undertaking funds in these two main directions will definitely gradually decay."

"Until the long and short situation on the market is reversed again."

"It's just that it's all happening...... With the flow of the main funds in the market, the stock price continues to change, and there will definitely be a clear sign. ”

"As long as we stay sober and don't expect excess risk profits."

"When the characteristics of the top of the market are highlighted, it is able to respond in time and make corresponding investment strategies."

"Hmm!" Zhu Tianyang responded, "I just raised some worries, didn't Mr. Su also say that while considering the buying point, you should expect the location of the selling point?" ”

Su Yu smiled and said: "You have analyzed very well, indeed, the most important thing in trading is to always stay sober, objective analysis, and objective operation." ”

"If there is no major bearish situation in the market in the future, according to this market sentiment, it is not impossible for the index to break through 2,400 points, or even try the pressure of 2,500 points." Li Meng took over and said, "So, we can still be optimistic for the time being." ”

With the analysis and discussion of everyone......

The short five-minute stoppage is fleeting, and the market is officially open for continuous auction trading.

I saw that after just five minutes of emotional brewing, the individual stocks in the two cities had just begun to beat, and a large number of over-the-counter follow-up funds flocked in.

Among them, the fields of 'infrastructure' and 'state-owned enterprise reform' are still the main direction of all kinds of funds.

Such as Beixin Road and Bridge, Shibei High-tech, Shanghai Sanmao, Chongqing Development, Beijiang Jiaotong Construction, Shanghai Construction Engineering, Shanghai Ganglian...... and other popular concept stocks, in the case of opening higher, after the opening, the stock prices of each stock exploded again and rose sharply.

At the same time, such as Huaguo China Railway, Huaguo Metallurgical, Huaguo Construction, Huaguo Communications Construction, Huaguo North Locomotive, Huaguo South Locomotive, Gemdale Group, Wuhan Iron and Steel Co., Ltd., Huaguo Baosteel, Conch Cement, ...... A number of popular stocks such as 'infrastructure' and 'state-owned enterprise reform' also began to explode higher at the beginning of the session, and there was a collective upward trend.

With the comprehensive movement of these stocks, the Shanghai Composite Index opened 0.67% higher.

After the official opening, its rise was also a flash rise, quickly surpassing the 1% increase and standing above 2280 points.

Immediately after, at 9:33, only 3 minutes after the opening of the market.

Beixin Road and Bridge once again closed the price limit, with a total of 78 million transactions, a significant reduction from yesterday.

At 9:35, after Beixin Road and Bridge successfully blocked the price limit, a number of concept stocks in the two main areas of "infrastructure" and "state-owned enterprise reform" changed more frequently.

At 9:37, the index of several major industry sectors leading the market, such as real estate, public transportation, building decoration and building materials, as well as several major conceptual sector indices such as 'high-speed rail', 'Shanghai Free Trade Zone', 'state-owned enterprise reform' and 'commercial real estate development', rose by more than 2%.

At 9:39, 95% of the hundreds of concept stocks in the entire "infrastructure" and "state-owned enterprise reform" fields reached the red plate.

At 9:43, Shibei High-tech touched the price of the daily limit, completed the triple board, and became the strongest mainline concept stock in Beixin Road and Bridge, the leading stock in the market.

At 9:46, the market has spread from the field of 'infrastructure' and 'state-owned enterprise reform', and a number of consumer white horse stocks in the direction of the main board, such as Midea Electric, Gree Electric, Qianzhou Moutai, Haier and other institutions' value investment' concept stocks have seen obvious changes.

At 9:49, the market further spread to the 'growth stocks' field of the small and medium-sized board and the gem.

At 9:51, the Shanghai Composite Index quickly rose by 1.5%, while the Shenzhen Index and the ChiNext Index also rose by more than 1%.

At 9:55, the Shanghai Ganglian rose to the limit, and the 'Internet finance' sector broke out.

At 9:57, Huaguo Petroleum moved, and the A50 index rose to 2%, leading the important indexes of the two cities.

At 10:01, after a quick upward attack after half an hour of opening, the Shanghai Composite Index reached the 2,300-point line, and the money-making effect of the two cities continued to explode.

However, even within half an hour of opening, the two markets made money enthusiastically.

In many unexpected related sectors, such as nonferrous metals, coal, banking, securities, insurance, military and other conceptual sectors, the performance of related constituent stocks is still sluggish, not only the amount of active buying can be scarce, but also the main capital flow on the disk is still showing an outflow state.

This shows that the market in the two main areas of 'infrastructure' and 'state-owned enterprise reform' has risen.

Part of the undertaking force still comes from the siphoning of funds from weak sectors of the market.

At the same time, it also shows that the incremental funds in the market are not enough to support the comprehensive market development, indicating that the current market has not yet gotten rid of the essential market pattern of the 'stock game'.

", refuse to call, don't step back on the 2200 point position at all."

Seeing that the index took a breath, directly impacting the 2300 point mark, and the bullish sentiment inside and outside the field completely turned into unanimous, at this moment, Su Yu was in the Yuhang tour capital group, some people couldn't help but sigh excitedly: "Short, completely short-forcing market, this wave ...... I should be able to attack with confidence. ”

"Indeed, today's market performance is really extremely strong."

"2300 points should not constitute a pressure threat at all, this wave ...... There is a high probability that the index will break above 2400 points. ”

"Don't look at the index, let's talk about how individual stocks are done, right?"

"Buy whatever you want, no matter what you buy today, you should be able to make money."

"It's a pity that the price limit of Beixin Road and Bridge is too fast, and when I get out of the Shanghai market trade check that I followed up yesterday, I will return to the beginning and buy it again, it is too late."

"After all, the core leaders of the two cities, in this kind of market, the limit is basically an inevitable thing."

"It's four boards in a row!"

"Counting the first wave of the market started at the bottom, today's daily limit is already the seventh board, and sure enough...... Mr. Su is still a bull, and the stocks that are speculated will become demon stocks, and there are no exceptions at all. ”

"Shibei High-tech, Shanghai Ganglian, High-tech Development, Shanghai Construction Engineering, and Chongqing Development have also risen and stopped, hey...... What else can you buy? ”

"Let's build a relationship in northern Xinjiang! Brother Zhao's main stocks are obviously expected to rise and fall today. ”

"Otherwise, large-cap blue-chip stocks, such as Huaguo Metallurgical and Huaguo Zhongjian, are also good, and Boss Ge's Huaxia Happiness can also be used."

"Forget about the large-cap stocks, let's assist Brother Zhao!"

", I was talking about the construction of Northern Xinjiang just now, but I didn't expect this stock to touch the board in a straight line."

"Damn, I didn't keep up!"

"Is this Brother Zhao's increase in positions? Too violent, right? ”

"Hey, now I can only go to Delong to deliver, really...... A hesitation, nothing catches up! ”

"I do Kumho Group directly, although the market value of this check is very large, but the circulation is very small, and it also belongs to the field of 'real estate' stocks, as well as the blessing of Mr. Su's position concept, although the position is not low now, but it should still be able to rise."

", Gemdale Group has a limit!"

"The real estate sector is leading the rise, and the real estate is going crazy today!"

"I bought it without a brain, and I feel that if I hesitate, I won't be able to drink a sip of soup."

"Burst, this market is too explosive."

"Haha, indeed...... It has been a long time since such a refreshing rebound market was born, and Mr. Su's wave is really going to make a lot of money again. ”

"A must! Look at this market...... At a glance, it was all the people who carried the sedan chair for him. ”

When many of the elders of the tour capital sighed and turned to increase their positions aggressively......

Magic City, inside the Yinghui Fund, the two major fund product trading rooms of 'Yinghui No. 1' and 'Yinghui No. 2'.

Fund managers Liu Guanhai and Shao Xiaoyun looked at such an extreme outbreak of the market, thinking about the opportunity to increase their positions that they missed yesterday, as well as the large-scale reduction of position chips, they couldn't help but sigh and stomp their feet in anger.

"Mr. Liu, let's ...... now What to do? ”

When Liu Guanhai sighed one after another, his face was very anxious, Yu Lei, the head of the fund trading team, couldn't help but ask.

Liu Guanhai hesitated for a while, thinking of the mistakes he had made before, he couldn't help gritting his teeth and said, "What can I do?" Chase it at a high level, the market has formed a complete breakthrough trend, and it is waiting...... It will only become more and more empty, and it will only be more passive when the time comes. ”

When Yu Lei heard Liu Guanhai's words, he also sighed helplessly.

Then, quickly instruct the traders to quickly chase positions and continue the strategy of increasing positions completely before.

At the same time, in another 'Yinghui No. 2' fund trading room, Shao Xiaoyun reluctantly issued an order to chase high and get back the chips sold yesterday after hesitating for a long time, and paid the due price for his once self-made cleverness.

Similarly, Yuhang, Modu, Yanjing, and Shenzhen.

Many large institutions, especially those who participated in the offline investment exchange meeting held by 'Oriental Wealth' during the May Day holiday, and the fund managers and traders who did not agree with Su Yu's 'bull market theory', saw that the index was like a rainbow at this moment, and did not give a chance to increase their positions at all, and had to follow up on the high level of the intraday, and helplessly lifted the sedan chair for Su Yu, who was heavily positioned in the two main areas of 'infrastructure' and 'state-owned enterprise reform'.