In addition to the index, the industry sector and concept sector of the two cities.

In addition to the "infrastructure" and "state-owned enterprise reform" in other fields, "Internet finance", "4G", "electronic information" and other conceptual sectors that are biased towards the small and medium-sized board and the "growth stocks" route of the gem, the performance is also quite good, and they have significantly outperformed the market index.

As for individual stocks......

The strongest money-making effect is still in the fields of 'infrastructure' and 'state-owned enterprise reform'.

Among them, the core popular stocks, Beixin Road and Bridge, continued to rise and fall, and sealed four daily limits in a row, continuing to refresh the speculation space of market concept stocks; Shibei High-tech and Shanghai Sanmao also closed the third continuous price limit, which is the second echelon of the core hype of the market; Chongqing Development and Northern Xinjiang Communications Construction, as the rising stars of the main line of 'infrastructure' and 'state-owned enterprise reform', also closed with a daily limit, showing an extremely strong trend.

Of course, in addition to the popular stocks of 'infrastructure' and 'state-owned enterprise reform'.

Today, many over-falling stocks, especially the small and medium-sized board, the direction of the gem 'growth stocks' field, also concentrated on the outbreak of a more violent money-making effect, such as network speed technology, LETV, Oriental wealth, Huayi Brothers and other gem weighted stocks, closed up more than 5%, and 'Internet finance' field, Huake Jincai, Shanghai Ganglian, gold securities shares, Sunline Technology and other stocks, have closed the price limit.

It's just that under the generally quite hot money-making effect of the entire market, there are still some that are not so satisfactory.

For example, the overall performance of the industry is sluggish, lack of expectations, and there are few main funds to take care of the fields of 'military industry', 'nonferrous metals', 'coal', 'banking', 'insurance', 'securities', and their constituent stocks, which not only continue to significantly underperform the market index today, but also the performance of the main funds on the disk of the vast majority of constituent stocks is still showing a continuous outflow.

Among them, Hongdu Airlines, which once hit the position of the price limit board yesterday, once fell to the limit today, and finally closed down 7.33%, ranking at the top of the list of decliners in the two cities; There are also several 'coal' industry stocks such as Shenhua Coal Industry and Pingmei Energy, which have hit a new low in the past four years today.

Faced with this closing result, which is both hot, but also quite differentiated.

The vast majority of investors in the entire market remain optimistic and excited, a small number of investors still sigh and sigh, only making the index, but not making money, while a very small number of investors still maintain a cautious attitude, believing that the index will not have too much room for this differentiation.

"Today's trend is really beautiful, and now the Shanghai Composite Index has successfully stood above 2,300 points, and I feel that this wave is ...... Under the leadership of the two core main lines of 'infrastructure' and 'state-owned enterprise reform', the Shanghai Index can really stand on the bull and bear dividing line of 2,500 points and start a big bull market! ”

In the heated discussion after the market hours, there are optimistic imaginations of investors.

"It's hard to say, I feel that the difference is still quite big, 'military industry, nonferrous metals, coal, banking, insurance, securities' and other fields, still still motionless, there is no overall rise at all, and only with the two main lines of 'infrastructure' and 'state-owned enterprise reform', I want to drive the entire market over the 2,500-point bull and bear line, I think...... The difficulty is still quite high. ”

"Hey, don't say it, it's really a bit of a feeling of earning an index and not making money."

"There are a lot of underperformers today, right? I feel that in addition to the two core main lines of 'infrastructure' and 'state-owned enterprise reform', there are not many other sectors that sell the broader market index. ”

"Although today's market is still a bit of a sign of divergence, it's much stronger than yesterday, right?"

"The development of each round of the market is divergent from the local to the whole, look at the two waves of the obvious rebound market last year, which one is not a local to the overall change? Strong stocks rise first, weak stocks rise later, sooner or later it will be their turn, this time...... The most important thing is to strengthen the confidence of holding shares, so as not to be washed out. ”

"Yes, not to mention the bull market or anything, the rebound market must be there."

"According to the performance of the two main lines of 'infrastructure' and 'state-owned enterprise reform' before and after the holiday, it is estimated that there is still a lot of room for improvement."

"There's definitely room for that, that's beyond doubt."

"Judging from the K-line trend of many popular stocks on the two main lines of 'infrastructure' and 'state-owned enterprise reform', these votes have just broken through all the moving averages in their current position, and have just completely walked out of the bottom shock range, and the follow-up space is not only there, but also not small."

"I also feel that the main line of this wave of 'infrastructure' and 'state-owned enterprise reform' is different from the past."

"It must be different, the number of stocks covered by these two main lines, the overall stock market value, and the driving effect on the entire market, which are incomparable to the previous concept speculation led by floating capital."

"Yes, yes, this time the market is dominated by large institutions, not by floating capital."

"The main funds of large institutions are not only much larger than the floating capital, but also their speculation style and investment style are completely different from those of the floating capital...... Entering the field of 'infrastructure' and 'state-owned enterprise reform', are long-term funds such as large institutions, and these two main lines of market are by no means a short-term concept speculation market, and it is very likely to be a trend investment market throughout this year. ”

"In the direction of market news, the direction of 'state-owned enterprise reform' is also continuing to produce, right?"

"Well, yes, in the past week, there have been as many as 12 new suspended 'state-owned enterprise reform' concept stocks."

"'Deepening reform' is originally the general direction of the macro!"

"I can't analyze it well, but I know that these big funds are definitely not stupid to grab funds in the market, they are so scrambling, it must be in this direction, there are still good, and there is the market."

"There must be a market, otherwise Su will always gamble on this field with tens of billions of funds?"

"Speaking of which, Mr. Su is really courageous."

"Today, Mr. Su used the 'Fusheng Road' seat to intervene in the Beixin Road and Bridge, and the price limit has risen again, and the four boards are gone! It's a tough trend. ”

"The chief leader of the two cities, I feel that the check of Beixin Road and Bridge can be doubled with a high probability."

"Sure enough, it's the strong Hengqiang, hey...... I've been reading this check for a few days, and I noticed it before the holiday, but I didn't dare to buy it, and I was afraid that as soon as I bought it, it would call back. ”

"I'm afraid that high people are hard-working people, the more I dare not buy it, the more it rises."

"In fact, like this kind of leading stocks in the two cities, supported by extreme liquidity and long sentiment, is the safest stock in the market, after all, only if it opens up the space for speculation in the market, other stocks can continue to rise unscrupulously, which is called the 'leading effect'."

"I'm afraid that I can't do it in the short term."

"Relatively safe, I think it is better to buy a number of core stocks such as 'Huaguo Metallurgical, Huaguo China Railway, Huaguo Construction', these votes also belong to the popular leading stocks in the field of 'infrastructure' and 'state-owned enterprise reform', and they also have the blessing of Mr. Su's seat, but the plate is large, and the rise may be slower."

"Trend stocks are the favorite of large capital institutions, and I think we retail investors should take advantage of the advantages of small funds and easy entry and exit, and directly do the faucet, which is the best way to invest."

"Either way, I don't think it's a big problem as long as you do it in the right direction."

"Yes, as long as you stick to the two core main lines of 'infrastructure' and 'state-owned enterprise reform', you should be able to make money."

"The premise is that Mr. Su has been locking up his position, and the investment logic and expectations of the two main lines of 'infrastructure' and 'state-owned enterprise reform' have been recognized by the main funds of all parties. It is also possible to completely reverse the market investment sentiment, completely change the local market to a comprehensive market, and lead the index to a higher position. ”

"Mr. Su shouldn't have come out of the warehouse so soon, right?"

"It's definitely not so fast, at least looking at the turnover of the check on Beixin Road and Bridge today, Mr. Su definitely hasn't come out."

"The Shanghai Index has reached the upper edge of the Bollinger orbit, and if it continues to break through, the new space will completely come out."

"Today, the Shanghai Composite Index broke through 2,300 points, and it did not show any difficulty at all, look at this situation...... The index continues to rise, and there is no doubt at all. ”

"Let's take a look at the Dragon and Tiger list!"

"If Mr. Su continues to lock up his position, and the main forces of big funds on the entire Dragon and Tiger list continue to have a net inflow, then I will continue to increase my position tomorrow and directly fill my position."

"Haha...... Believe me, Mr. Su will definitely continue to lock up. ”

"I'm already full today, this wave, the index is less than 2,500 points, and I will never get off."

"I believe that Mr. Su will not smash the market at this time, so the moment the market opened today, he chased Beixin Road and Bridge, hoping that this wave can make a lot of money and recover the losses at the beginning of the year."

Amid the heated discussion, the time quickly shifted to 5:30 p.m.

At this time, the list of dragons and tigers of the two cities was announced.

I saw a total of 28 stocks on the list in the two cities, exceeding the number of stocks on the list yesterday, and at the same time...... As everyone expected, Su Yu's 'Fortune Road' and 'Fusheng Road' two seats continued to be invisible and did not appear on the trading seats of any stock, and according to the trading data disclosed in the entire Dragon and Tiger list, on the whole, large funds still showed a net inflow trend, which shows that in the current market position, the main funds are still optimistic, and the popular stocks on the list, the internal chip structure, are still being optimized.

"Sure enough, Mr. Su continued to lock up his position."

Seeing the data released on the Dragon and Tiger list, the retail investor group that had been hotly discussed before was even more emotional.

"I didn't say it, tomorrow Beixin Road and Bridge will definitely continue to rise."

"Hey, you shouldn't hesitate today, you missed a lot of opportunities!"

"Let's just say that Mr. Su will definitely not smash the plate at this stage, haha...... Sure enough, following the trend is always the best investment method to make money, this wave, on the Beixin Road Bridge, made almost 50% of the profit. ”

"50% profit, cow!"

"What's the about this? Looking at the rise of related concept stocks after Mr. Su's intervention, whether it is the small and medium-cap stocks of Beixin Road and Bridge, or the popular large-cap stocks of Huaguo Metallurgical, Huaguo Zhongjian, Huaxia Fortune, and Kumho Group, the increase is basically about 30% to 50%. ”

"This market is like this, everyone can only make money from their own perception, in fact...... After Mr. Su intervened in the two main areas of 'infrastructure' and 'state-owned enterprise reform', especially with the announcement of the positions of the two funds of 'Yuhang No. 1' and 'Yuhang No. 2' before the holiday, the wealth code was already clearly placed in front of everyone. ”

"Hey, I know that I know, but I just hesitate, I always feel that there are a lot of hot stocks, and they look like they are going to pull back at any time."

"However, stepping on the air is more uncomfortable than a quilt cover."

"It's true, when I lost money and was trapped, I was very determined, but this continuous short, watching the continuous rise of the index, I really felt that I missed 100 million, and I was so anxious that I couldn't do it."

"At this time, I don't have any chips in my hand, so I'm really panicking."

"Hey, I've been looking at my favorite stocks for many days, and the more I look at them, the higher the stock price."

"I can't wait any longer, look at this situation, the Shanghai Composite Index is less than 2,500 points, and it can't be stopped, so what's the deal...... You have to buy it tomorrow, and it's really not a wise move to take a light position at this time. ”

"Looking at the development trend of the index, it is a bit like the 530 market in the past!"

"Yes, yes, it's really impressive, when the 530 market, the Shanghai Composite Index also suddenly rose continuously at the bottom, and never looked back, which opened a round of bull market."

"It's not really going to start a bull market here, is it?"

"Damn, don't say it, the more you talk, the more panicked I become, I don't have a position!"

"I saw that the situation was not right yesterday, and I also reduced my position sharply, and today the index opened higher and went higher, and I didn't wait for the right price, and I didn't have time to add it back, and now it'...... I really regret it. ”

"I hope that the market will not open too much higher tomorrow and give a better buying opportunity."

"I reduced my position today, now look at ...... It's stupid! ”

"Hey, seeing that you guys are discussing it so hotly, I also feel as if the bull market is coming, and I have cleared my position at the beginning of the year, and I vowed not to speculate in stocks again, and now I ...... It seems that I am going to break the vows, so I will find my wife to get some pocket money at night and re-enter the market tomorrow! ”

After the announcement of the Dragon and Tiger list, the majority of investors in the entire market discussed more high-pitched, and the bullish sentiment further fermented and spread, and at the same time ...... This kind of voice of 'buying, increasing positions, entering the market, and bull market' has also rapidly spread from the group of investors in the stock market to the group of over-the-counter investors who have been heartbroken by the stock market and have long been silent, or have cleared their positions and withdrawn from the stock market.

And with this sentiment and bullish voices, it spreads to the over-the-counter investor community.

These groups of over-the-counter investors, who had lost confidence in the stock market, also began to move after paying attention to the continuous money-making effect of the market re-gathering, and rekindled a little confidence in the stock market and stocks, and a small number of investors were even more difficult to suppress their intention to re-enter the market.

Of course, when the market continues to make money, quickly affecting these dormant investor groups.

Many potential investors who have not been in contact with the stock market before and are relatively unfamiliar with stocks have also temporarily focused their attention on the stock market, with certain doubts and a trace of longing, looking at this relatively unfamiliar but seemingly easy to make money in the financial market field.

Similarly, the continuous money-making effect, as well as the trend of the index breaking through directly to 2,300 points from around 2,000 points in one breath without stopping, and basically without any obstacles, have also quickly stimulated the attention of many asset management and investment institutions that were previously disappointed in the stock market and reduced the weight of stock positions on a large scale, making these groups of asset management institutions with few stock positions, or basically no stock positions, have an urgent desire to increase their positions.

At the same time, there are many private capitals gathered in the name of financial management outside the market.

For example, the emerging 'Internet financial platform' wealth management capital, under the continuous money-making effect of the financial market, has gradually turned its attention to this field, with doubts and longings, waiting for the follow-up development of this market, and preparing to enter the market at any time after the market further spreads.

Overall......

With Su Yu's 10 billion capital scale and his own influence, he opened the curtain of the two main lines of speculation in the market of 'infrastructure' and 'state-owned enterprise reform', guiding the market sentiment and the main funds in the field to work together to make money in the market, and to bring the index to 2300 points, completely breaking through the stubborn shock box range of 2000 points to 2200 points, the entire on-site and off-site investment environment and long-short forms are undergoing obvious chemical reactions, potential bullish power and incremental funds, are changing geometrically with the increasing sentiment of the bulls.

Of course, I noticed this change in long and short sentiment, as well as the obvious mutation of on-market and off-market funds.

As a regulatory authority for the market.

On the one hand, the regulatory authorities are urging the regulatory authorities to step up the introduction of market-related benefits and continue to stimulate the bullish sentiment that has finally been reversed, and on the other hand, they urge the Issuance Examination Committee to restart the IPO issuance channel as soon as possible, reopen the direct financing function of the market, solve the problem of 'listed dam lake', and let the stock market better play the role of 'macroeconomic catalyst'.

Of course, there are some work strategies within the market regulator.

At present, the on-exchange and off-market investor groups that are in the midst of excitement, as well as the various asset management institutions that smell the 'smell of making money' and are preparing to increase their positions and re-increase their stock holdings, are still excited and quite optimistic about the market outlook, looking forward to the market opening tomorrow.

In the case of this relatively optimistic sentiment and the rapid changes in the on-market and off-market capital levels.

In the evening, the U.S. stock market fluctuated higher again and maintained a relatively strong performance.

On the second day, Wednesday, May 7, the market opened for trading again.

I saw that after a relatively fierce 10-minute call auction transaction, the Shanghai Composite Index continued to open higher, and at the same time, the core leading stocks of the two cities, Beixin Road and Bridge, showed a trend of shrinking the daily limit.

Then, the market officially opened at 9:30.

After a short period of shock, the Shanghai Composite Index continued to break through under the continued strength of the two main lines of 'infrastructure' and 'state-owned enterprise reform', but in 12 minutes, it refreshed yesterday's intraday high, and refreshed this round of rebound to a new high above 2320 points, reproducing the short market.

Then, at 10 o'clock in the morning, the entire "state-owned enterprise reform" sector, more than 100 concept stocks, once again by all parties of funds chased and popular, in the rapid inflow of countless main funds, related constituent stocks, but also set off a tide of limits, among which Huaguo Railway Construction came from behind, under the strong attack of hundreds of millions of funds, all the way to the limit.

At 11 o'clock in the morning, the market of the two cities once again diverged from the field of "infrastructure" and "state-owned enterprise reform" to the field of ultra-low stocks in the whole market, among which the concept of "liquor" in the consumer field rebounded sharply, and the core stocks such as Qianzhou Moutai, Luzhou Laojiao, and Jincheng Fenjiu all rose by more than 3%.

At 11:30 a.m., the two markets closed at noon.

The Shanghai Composite Index closed at 2331.88 points, up more than 1%, and the Shenzhen Index and the ChiNext Index also rose close to 1%.

After the close of trading at noon, the market investment sentiment continued to ferment.

Pay attention to the stock market, and the voices of increasing positions on the market and off-market are becoming more and more popular, whether in the institutional group, in the floating capital group, or in the majority of retail investor groups.

In this kind of bullish sentiment is getting higher and higher, and the expectations of the bullish market outlook have basically converged.

Time to arrive at the afternoon trading stage.

The Shanghai Index, the Shenzhen Index, and the ChiNext Index all showed an accelerated breakthrough trend for a while.

At 1:30, the Shanghai Composite Index went all the way up, refreshing the intraday high to the 2340 point mark, and the Shenzhen Index and the ChiNext Index rose by more than 1.2%.

At 2:10, the Shanghai Composite Index rose to 2%, and the Shenzhen Composite Index and the ChiNext Index rose by more than 1.5%.

At 2:40, nearly 2,000 stocks in the two cities, and the number of red stocks reached more than 92% again, of which the number of stocks with a daily limit exceeded 60.

Finally, the market closes at 3 p.m.

The Shanghai index rose by 2.11% to close at 2351.77 points, while the Shenzhen Index and the ChiNext Index rose by 1.73% and 1.82%, and the performance of several major indices appeared to be more convergent than yesterday, which also indicates that the market has gradually spread from a differentiated market to a general market.

Of course, in this market pattern.

In the two main areas of 'infrastructure' and 'state-owned enterprise reform', the market diffusion and acceleration are more obvious.

I saw that the "state-owned enterprise reform" concept plate index, up 4.88%, led the two cities, related sub-concept plates, such as the "state-owned enterprise reform" concept plate, there are intersecting "Shanghai Free Trade Zone", "real estate development", "building materials", "building decoration", "high-speed rail", "public transportation", "petrochemical oil and gas" and a series of plates, the performance is also quite good, significantly outperforming the market index.