"The Shanghai Composite Index has risen by 10% directly from about 2150 points to about 2385 points in one breath, spanning more than 200 points, and it has risen by 10% directly, which is simply explosive, I feel ...... The bull market is really coming, after all, the last time the Shanghai Composite Index spanned such a large seven-day trend, it has to be traced back to the big bull market in 07."

After the Shanghai Composite Index hit a seven-day trend and a weekly increase of 6.89%, some investors were very excited in the bullish mood of the market.

"The index performance in the two weeks before and after the holiday is really good, and I feel that the whole market has been activated."

"It's not the whole market, is it? Sectors such as "military industry, nonferrous metals, coal, banking, securities, insurance" and other sectors still did not rise much, seriously lagging behind the index, and this round of market rebound...... It is mainly brought up by the two core main lines of "infrastructure" and "state-owned enterprise reform", and other sectors have not shown too strong trends, and I feel that the market is still in a trend of differentiation and rebound, and has not yet formed a bull market pattern."

"Why are the sectors of "military industry, nonferrous metals, coal, and finance" rising?"

"Have you experienced the last big bull market? Originally, at the beginning of the bull market, it was impossible for the market to have a situation where all stocks rose, and the beginning of all major markets began with rotation, and there was no doubt about it...... The current two core main lines of "infrastructure" and "state-owned enterprise reform" are the clarion call for this round of market."

"However, the securities sector has not moved, indicating that the market's expectations for the "bull market" are not consistent."

"Yes, securities are the leading sector of the bull market, and if the securities do not move, it is difficult to say that the bull market is true, right?"

"The bull market statement is doubtful first, but the trend of this round of the market is really beautiful, and the volume and K-line trend are very perfect."

"That's right, now the daily turnover of the market is basically stable above the 100 billion mark."

"As long as the volume can be maintained, the bull market will come sooner or later."

"However, the two core main lines of "infrastructure" and "state-owned enterprise reform" have rebounded from a considerable height since they were launched before the holiday.

"Where is this?" Infrastructure", "state-owned enterprise reform" the two core main lines, related concept sector index and industry sector index, since the start of the bottom, the increase is 10% to 15% higher than the Shanghai Index, the relevant core popular stock gains, from the bottom of the start, now most of them are about 35% to 45% of the rise, the real doubling of the stocks, there is only Beixin Road and Bridge, I feel that the market is far from the end."

"Judging from the K-line chart of the concept sector and industry sector index related to the two core main lines of "infrastructure" and "state-owned enterprise reform", the market has just come out of the trend of breakthrough, and it is too early to say that there are huge risks in the two main lines at this time."

"In the past few days, the two core main areas of "infrastructure" and "state-owned enterprise reform", the main funds, are still a substantial net inflow, which should show that the main institutions of large funds are still increasing their positions on a large scale in this position range, since the big funds are still increasing their positions, it is not a risk, let alone the end of the market."

"Indeed, looking at the performance of the market, it is obvious that the main funds are still flowing into the fields and sectors related to "infrastructure" and "state-owned enterprise reform", as well as core stocks."

"I feel that with such a large-scale involvement of the main funds of all parties, even if the market is a rebound, not a reversal, the two core and main line related hot stocks of "infrastructure" and "state-owned enterprise reform" should also have a general double, right?"

"Compared with the main market such as the "Shanghai Free Trade Zone", "Mobile Internet", and "Smartphone Industry Chain" that were hyped last year, there will definitely be a doubling market."

"The main capital is so deeply involved, and the popular stocks on the main line market have doubled their growth rate, right?"

"If calculated according to the general doubling of core popular stocks, the related popular stocks of the two main lines of "infrastructure" and "state-owned enterprise reform" have at least 20% to 30% gains, and the current Shanghai Index is only about 100 points away from the bull and bear line mark of 2500 points, and I feel that it ...... "infrastructure" and "state-owned enterprise reform".

The two core main lines of the market can definitely bring the index to 2,500 points."

"In fact, whether it is a rebound or a reversal, there is no need to predict it at all."

"Yes, it's okay to follow the direction of the main capital gathering and inflow, there are so many predictions, it's all false!"

"In fact", "infrastructure", "state-owned enterprise reform" the two core main line of the market, to which extent, staring at Mr. Su's two major dragon and tiger list seats, as well as the Beixin Road and Bridge, the concept of the two cities of the leading stock trend can be, the so-called "Chunjiang plumbing duck prophet", Mr. Su as an important main force of the "infrastructure", "state-owned enterprise reform" two core main line market, his judgment of the market situation, must be more accurate than ours, the same, all kinds of speculation of the capital bigwigs, as the most active main funds in the field, The sense of smell is also the most sensitive, if all the main players and Mr. Su are retreating on the dragon and tiger list, then I estimate that the market will be about the same."

"Indeed, it is not as convenient as staring at the K-line and analyzing the trend as staring at the dragon and tiger list of Beixinluqiao."

"Mr. Su's tens of billions of funds are betting on the two main lines of "infrastructure" and "state-owned enterprise reform", if he retreats on a large scale, it should be difficult to escape the disclosure of data on the Dragon and Tiger List, right?"

"That's certain, according to the calculation of the chips involved in the three price limit stages of Beixin Road and Bridge, Mr. Su is currently in the stock of Beixin Road and Bridge, at least 100 million chips, such a volume of chips, once the large-scale sell-off, there will definitely be a lot of changes in the plate of Beixin Road and Bridge, which is easy to observe."

"Yes, yes, the popular leading stocks are the leading indicators of the main market."

"Judging from the current market, Beixin Road and Bridge has walked out of 6 consecutive daily limits, counting the 3 daily limits in the first stage, a total of 9 daily limits, such a hype height, I'm afraid the space will not be very large, right?"

"Who knows, the dragon head doesn't say anything!"

"As long as Mr. Su continues to lock up his position, I feel that Beixin Road and Bridge can continue to rise."

"As long as the investors continue to relay, with the current market sentiment, I feel that it will rise by another five or six boards, maybe, after all, in the early stage of market development, it needs a benchmark leader to completely open up the market to make money, condense market sentiment, and attract many novice investors outside the market."

"Hey, Mr. Su is really the first person in the history of creating market demon stocks, and this wave of people who caught the stock of Beixin Road and Bridge really made a lot of money."

"Beixin Road and Bridge can go to this height, everything is the result of the joint speculation of all kinds of funds in the market, this check changes hands so much every day, almost every board, is a change of hands board, such a trend, even if someone follows the trend at the bottom to buy, it is difficult to get now, right?"

"On the second day after Mr. Su intervened in the stock of Beixin Road and Bridge, I followed the trend and bought it, but unfortunately I only took two boards, and it was washed out, and now I ...... I really don't dare to chase it."

"I was involved in the second wave of the third board, and the fifth board was washed out."

"I still have chips in my hand, and I've almost doubled my earnings, but when I first intervened, I intervened with a light position, and even if I made 1 time, I didn't have much total profit."

"Let's take a look at the data of today's Beixin Road and Bridge's Dragon and Tiger List, if Mr. Su continues to lock up, I am ready to directly stud the stock of Beixin Road and Bridge next Monday, what a special ...... This wave of rebound mistakenly followed the check of Hongdu Airlines, not only did not make a profit, but also lost a lot, this time...... and death will be on the dragon's head."

"It is estimated that Mr. Su will continue to lock up the position!"

"Internet finance", "smart phone industry chain", "mobile Internet" and other main lines, as well as "liquor and beverages", "white goods" and other main lines in the consumer field, have rebounded for two days in a row, and today is a little weak, hey...... Sure enough, you still have to follow the strongest main line!"

"Indeed, at present, there are only the two core main lines of "infrastructure" and "state-owned enterprise reform", which seem to be a complete reversal, and in other main line areas, the main funds are obviously hesitant to attack."

"The trend of the strong is the truth of the market!"

"Even in the two core main areas of "infrastructure" and "state-owned enterprise reform", the market is relatively differentiated."

"Yes, on the whole, in the field of "infrastructure",

It is also the strongest in real estate, and the upstream supply chains such as steel and cement are weaker, and of course, in recent days, high-speed rail and transportation have also felt like they are catching up."

After the market, many retail investor groups in the entire market had heated discussions......

At 5:30 p.m., the dragon and tiger lists of the two cities were refreshed, only to see that as everyone expected, Su Yu's "Fortune Road" and "Fusheng Road" two seats continued to be hidden and locked, and other funds and institutions attacked everywhere, and the capital trading situation disclosed by the entire Dragon and Tiger List still showed a net inflow.

In the face of such data on the Dragon and Tiger list, the enthusiasm of market investors continues to rise.

All of a sudden, whether it is the gathering place of retail investors in the online stock trading forum, or the institutional comment area of various financial media, or the internal discussion group of asset management institutions, as well as some internal discussion groups where the capital gathers, all of them are full of bullish remarks, and even the voice of the "bull market" is once again in the dust.

And then, in this high-pitched mood.

In the evening, a blockbuster good news from the regulatory level also began to bombard the market rapidly.

According to the news, the high-level regulators, after a lapse of ten years, once again issued a programmatic document for the capital market from the national level in the form of a red-headed document.

The document is entitled "Several Opinions on Further Promoting the Healthy Development of the Capital Market".

The "Opinions" include expanding the breadth and depth of the capital market, increasing the proportion of direct financing, actively developing a mixed-ownership economy, and promoting capital formation and equity circulation; the development of a multi-level stock market; regulating the development of the bond market; nurturing private markets; promote the construction of the futures market; enhance the competitiveness of the securities and futures service industry; expanding the opening of capital markets; prevent and resolve financial risks; Nine aspects, such as creating a good environment for the development of the capital market.

As soon as this "Opinion" came out, it detonated the entire domestic financial market in the evening.

Countless analysts from brokerage institutions and asset management institutions have made public in-depth interpretations; The financial media have also given the largest coverage; The financial Vs from all walks of life are even more like chicken blood, saying that this is comparable to the "New National Nine" that started the big bull market from 05 to 07.

As for all kinds of funds, as well as the vast number of retail investors in the entire market.

At this moment, it is even more excited, and the ideas in everyone's mind have all been up and down.

",, that's a great benefit! No wonder the market has been so strong recently, and it turns out that there is such a huge positive support."

"See no, it's all opinions to encourage the development of the capital market, and it's issued from the top level in a red-headed document!"

"Touched, moved! This time...... The bull market is really coming!"

"This proves that the regulator is really supporting the development of the domestic capital market to the greatest extent, and I can feel that this is definitely a good thing compared to the "National Nine Articles" ten years ago."

"No wonder the main line of 'state-owned enterprise reform' is so strong, and the opinion directly mentions the key word of "actively developing a mixed-ownership economy"."

"Damn, the big organizations must have gotten the news in advance again, right?"

"It's no wonder that the index has come out of the seven consecutive yangs, and it's no wonder that big funds have recently gone crazy to increase their positions and go long."

"Oh my God! This kind of good news, I feel that next Monday, the Shanghai Composite Index will go straight to 2500 points, hey...... I knew that I should have filled my position directly today."

"Speechless, this kind of disadvantage...... It's empty!"

"Really, it's more uncomfortable to step into the void at this time than to lose money."

"The good news of the explosion, this wave, the market is definitely reversing, not rebounding, optimistic that the Shanghai Composite Index will rush to 3,000 points this year, and the bull market will return!"

"Damn, let's raise money, go long next week!"

"After a lapse of ten years, the guidance of the programmatic document is really a good thing to explode, Mr. Su's market sense of smell ...... It's too sensitive, isn't it?"

"This time, the underlying investment logic of the main line of "state-owned enterprise reform" is even harder."

"Next Monday, the index will definitely soar!"

"It's just a sentence that can be described, it feels like a bull market is really coming."

"Stop talking, raise money

If there is really a bull market, the macro main line of "state-owned enterprise reform" will most likely run through the entire bull market."

"Optimistic that the Shanghai Composite Index will break through the 2,500-point shackle next week."

"Haha...... I've been waiting for a bull market for six years, and I feel like this time it's really coming."

"Winter has passed, and spring is coming!"

"Buy, buy, buy, open next week, regardless of the stock price, directly full of positions."

Under the influence of extremely high-pitched emotions, in the midst of the unprecedented bullish rhetoric of the entire market investor group......

At this moment, Li Meng looked at the favorable interpretation of the "New National Nine Articles" on the Internet, analysts from various institutions, and financial media, and couldn't help but look back at Su Yu, who was sitting next to her, bored munching on apples, watching TV, and asked, "Su Yu, did you already know the news about this in advance?"

"How is that possible?" Su Yu responded, "This is a top-secret red-headed document instruction, how can I have the ability to spy on these policy news, besides, all kinds of market news collected by the market intelligence department are basically entered in the company's internal database, and the news that is not in the database is really not heard."

"But tonight's good news is really strong."

Su Yu paused and continued: "These institutional analysts, it is said that it is the "New National Nine", it is really not wrong, with this guidance, the importance of all parties to the capital market, it is estimated that the degree of attention to the capital market will be raised to a higher level, and it has mentioned the development of the "private equity industry", I estimate that some of the regulatory rules of our industry, I am afraid that in the near future, there will also be some relaxation and relaxation, the entry threshold will be lowered, and more funds will be introduced."

"Overall, this is a boost to the domestic capital market, and it has the power to fundamentally change the basic development of the domestic capital market."

According to the memories of the past in his head, of course.

Although he did not expect that the high-level regulators would release such good news at this time, he clearly remembered the two main directions of "infrastructure" and "state-owned enterprise reform", and also knew that the country would restart the "big infrastructure" strategy in macroeconomic development, and continue to use "urbanization" to stimulate the big carriage of economic domestic demand.

Therefore, even if there is no stimulus from this blockbuster positive, it will not affect the market outbreak of the two macro main lines of "infrastructure" and "state-owned enterprise reform".

It's just that now, with this blockbuster positive, these two main lines of the market may explode more violently.

"Really?" Li Meng was a little skeptical.

Su Yu responded with a smile: "I really don't, and it's impossible to find out in advance, after all, this kind of inside information is not something that ordinary institutions can inquire about, and even if you find out and operate according to this kind of news, it will be endless troubles."

"That's right!" Li Mengmeng thought for a while and continued, "But looking at the market trend in the past few days, there are signs of accelerating the inflow of major funds, and there should be some funds, which have smelled some signs."

"It must be." Su Yu said, "There is no impermeable wall in this world."

"If this guidance news can really be implemented, the ecology of the domestic capital market should change greatly in the future!" Li Meng lamented, "The last round of the big bull market was stimulated by the tide of equity division reform after the release of the "National Nine Articles", and this time it ...... Chances are, this is the opportunity!"

"It's okay to be optimistic, but you can't overfill expectations all at once." Su Yu said, "Although the current market sentiment and confidence have been initially established, the capital side has not been completely converted, and this programmatic guidance, although its impact on the market, although far-reaching, but it will take a long time to ferment in order to slowly change the ecology of the market, as well as various fundamental logic, in short...... It is that the impact on the short-term market trend is limited, and if the expectations are too full at this time, most of them will be disappointed when there is no strong financial support."

Li Meng heard the overtone in his words and asked, "Listen to what you mean, do you think the market may have a positive trend and rush up and down?" Is there a high probability that this wave of rebound will not exceed 2,500 points?"

"As you just said, the main capital inflow in the market has been in the past few days

Speed, there's obviously something unusual." Su Yu said, "These funds, in advance of the layout, hit the market space, but also the sentiment directly to the high, short-term profits are not small, if the market next Monday under this blockbuster good, open too high, then these latent funds, not to sell is strange, plus after the index crossed 2400 points, it will enter the core pressure area of the hedging chip is quite dense, so ...... The latent profit-taking orders and the large number of hedging orders sold cannot be undertaken at all with the current amount of funds of 100 billion yuan in the market, so I said that the trend next week may not necessarily go according to everyone's optimistic expectations."

"Of course......

Su Yu paused, and said: "Although it is good in this position, there is a high probability that it will be good and good, and the index may be adjusted, but the big risk is still controllable, and the upward trend of the market will not change."

"Then according to your expectations in your heart, has this position reached our take-profit target?" Li Meng asked.

Su Yu thought for a while and said, "It depends on the actual effect of the market after the opening of the market next week, and on the news side, is there any other news to promote?"

"Anything else?" Li Meng grabbed the key word and was slightly stunned.

"Hmm!" Su Yu nodded, "Didn't you say it in the 'New National Nine Articles'? Speeding up and increasing direct financing, which also means that the senior leaders are seriously dissatisfied with the work of the regulator in the direction of IPO, and the problem of "IPO dam lake" has accumulated very seriously under the situation of nearly two years of IPO suspension.

"You're saying IPOs will restart soon?" Li Meng said with a little surprise.

Su Yu responded: "This is an inevitable thing, originally this is suspended, it is not the same as the last time, this time it is about adjusting the scale and system of stock issuance, and it does not say that the IPO will be completely suspended, but the market understands that it is the same as last time, which has a strong short-term rebound in the market and confidence restoration."

"And the regulator has completed its work task in order to heat up the market as soon as possible."

"There is no explanation for the misunderstanding of the market, and the mistake will be allowed to ferment the relevant news."

"That's bad!" Li Meng said a little nervously, "The current confidence in the market has been restored, and all kinds of funds have returned to the market, which is formed by the relatively abundant capital after the IPO no longer draws blood from the market.

"There will definitely be shocks, but they shouldn't bring the market back to the state it was at the beginning of the year." Su Yu said, "After all, many smart funds entering the market should have some expectations for this, and if the regulator adjusts the issuance system, reduces the issuance scale and the valuation of the issued stocks, and creates some new money-making effects for the market, so as to form a demonstration role for the majority of retail investors to enter the market to make money, it is not necessarily a pure negative, see how the regulator responds!"

Li Meng was silent for a while, thought about it, paid attention to Su Yu's demeanor, and said with a smile: "Looking at you like this, you seem to be quite optimistic about this?"

"High-level regulators have stimulated with the "New National Nine Articles", can you not be optimistic?" Su Yu said with a smile, "IPO issuance is originally a part of the market, no matter how everyone resists, this system must be implemented, and besides, ...... The market goes back and forth on these stocks, there should be some fresh blood, the IPO adjustment after the restart, in the short term, it must be negative, but if the issuance speed and issuance scale, the issuance valuation are properly controlled, it is not a good thing, the so-called negative landing, may become a good, according to the current market sentiment and confidence that has been fully speculated, I believe that at this time to restart the IPO, the market can be digested."

"So...... You're still sticking to the long-term trend, and that's the bull market judgment here?" Li Meng continued to ask.

Su Yu bowed slightly, and said: "Inflation has fallen, the economy has recovered, high-level regulators have reshaped the basic system and basic logic of the capital market through the "New National Nine Articles", the curtain of "infrastructure" and "state-owned enterprise reform" has been lifted, and the demand for "mobile Internet" and "smart phone industry chain" has skyrocketed

How long will it take?"

"Okay!" Li Mengying said, "Then we can continue to maintain our current positions and look at the market optimistically."

"No!" Su Yu smiled and denied, "If the next market news development, as I expected, then take advantage of the market IPO restart to reshape the chip structure in the market, should be our next round of the best opportunity to adjust positions, "infrastructure", "state-owned enterprise reform" The two main lines, although it is a long-term trend main line, but the market cannot be achieved overnight, when these two main lines have completed the first stage of the task of speculating in the market, after hitting the short-term expectations to the extreme, with a large number of short-term profits, as well as the sell-off of historical hedging disks, I am afraid that the market will be in a relative position, lingering for a long time, and finally forming a platform for gathering chips before it can continue to break through."

"Until then, we don't have to stick to this one area, we have to make appropriate rotational adjustments."

"But ......"

Su Yu thought for a while, and said: "At present, we can have extremely strong expectations, and the chip structure is relatively clean, and after the two core main lines of "infrastructure" and "state-owned enterprise reform" are temporarily suspended, the sector field that undertakes the main funds in this regard has not yet been clearly demonstrated, and we have to wait a little longer."

"The next one you like, the plate field that can undertake market rotation, isn't it the military industry?" Li Meng had discussed this issue with Su Yu before, and vaguely remembered Su Yu's judgment at that time, so he couldn't help but ask at this moment.

Su Yu nodded and said, "In my expectation, it should be this field, but the current market news, as well as other opportunities that may trigger the market in this field, have not appeared, so ...... We'll have to keep waiting, and only when certain opportunities arise will I be able to really judge where the next market will fall."

"Okay!" Li Meng responded, "Then let's take a step and look at it!"

"Hmm!" Su Yu continued to nod, thought about it, and said, "Oh, by the way, we can prepare for the application and filing of the next fund."