"The high opening of the index is really lower than expected, but fortunately, the popular stocks are performing well, and the market is still open."

Seeing the final opening performance of the market, some people sighed among the retail investors gathered in the discussion area of the trading platform.

"Yes, the peripheral market was green last night."

"Indeed, if the Shanghai Composite Index can open above 2,200 points, it is actually a victory."

"It's still Mr. Su's 'Fortune Road' is amazing, this whole collective bidding process, strong, almost all of them are 'Fortune Road' concept stocks."

"Looking at the market's 'Fortune Road' concept plate, the increase has exceeded 6%, which can be called terrifying."

"The influence of Mr. Su's 'Fortune Road' is originally the only one in the market, and it is normal for the stocks he directly participates in to have today's call auction trend."

"On the whole, the money-making effect of the market is still concentrated in the main line of 'infrastructure', 'military industry' and 'Internet finance', which was very strong yesterday, and it is really ...... the market law of 'strong and strong', when is it still effective!"

"Although from the perspective of the entire collective bidding, the market money-making effect is indeed mainly concentrated in the main line areas of 'infrastructure', 'military industry' and 'Internet finance', but in terms of these main line areas, the strength and weakness are still somewhat obvious, 'infrastructure' is the strongest, 'Internet finance' is second, and 'military industry' is the weakest."

"If the market is the leader, it must be the line of 'big infrastructure'."

"Sure enough, it still has to be 'big infrastructure' to save the market, in fact, in the past two or three months, the core main line of the market has always been 'infrastructure', right?"

"You can also say that, but just last month, the pullback of this line was really fierce."

"Now, the market should be completely adjusted, right?"

"I don't dare to say that in other main line areas, the line of 'big infrastructure', since Mr. Su's 'wealth road' is so large-scale involved, it must be the end of the adjustment."

"It doesn't matter if it's over or not, since Mr. Su is buying, just follow the trend."

"Yes, follow Mr. Su to buy, you won't lose!"

"The key is a really strong ticket, like Beijiang Jiaotong Construction, Shanghai Construction Engineering, Tianshan Cement, Hengsheng Electronic Checks, directly the immeasurable one-word price limit board is sealed, I hung at 12:01 last night 'Shanghai Construction Engineering' limit buy order, and now there is no deal."

"Even Huaguo China Metallurgical is a large-cap stock, which is blocked by the price limit, which I really didn't expect."

"In the 'Fortune Road' concept plate, the 14 stocks are not all up and down, and the others that don't have a limit are also available to me."

"Yes, I also think you can buy, today as a whole, 'infrastructure', 'military industry', 'Internet finance' several main line areas of popular stocks, in the call bidding stage, are getting stronger and stronger, which shows that the market is optimistic about this direction, willing to undertake these stock chips of funds, but also endless."

"It's true, a number of stocks in the 'Fortune Road' concept plate, at the end of the call auction, the stock prices on the disk were all at the highest point."

"Buy, buy, buy, there is only one word at this time, 'buy' is right!"

"Since the Shanghai Composite Index opened above 2,200 points, it is enough to show the solid support of this position, and I feel that today is definitely the trend of the long white candle continuing to break through."

"Inevitably! The stocks that rose to the limit yesterday are very good today, and there is no reason for the market not to continue to rise. ”

In the fierce discussion, the five-minute short pause time was fleeting, and at 9:30 a.m., the two markets entered the formal continuous auction trading stage.

I saw that the two markets had just begun to beat.

The main funds active in the market, as well as the vast number of retail investors who follow the trend in short-term speculation, continue to pour into a large number of concept stocks held by the 'Fortune Road'.

At 9:31, in just one minute, the 'Pudong Construction', which opened up by about 7%, was quickly pushed up to the price limit by the sky's main buying funds.

Immediately afterwards, at 9:32, Chongqing Development and Capital shares rose to a limit.

At 9:33, Jinzheng shares and Hualian Heavy Industry punched the board.

At 9:34, Huaguo Railway Construction rose in a straight line and hit the daily limit upward.

At 9:35, Huaguo Construction rose by more than 5%, and the turnover was rapidly enlarged, breaking through the 500 million turnover mark in 5 minutes.

At 9:36, more than 7 stocks have hit the daily limit board inside the constituent stocks of the 'Fortune Road' concept plate specially separated by the trading platform, and the overall increase in the concept plate has exceeded 7.5%, almost realizing the overall daily limit, far ahead of the concept plate of the two cities.

At 9:37, a number of related industry sectors in the field of "large infrastructure", such as "building decoration, building materials, steel, real estate, machinery and equipment, public transportation" and other industry sector indices rose by more than 1.5%, and the overall direction of large capital flow, the net inflow trend is still expanding.

At 9:38, in addition to the special concept of the "Fortune Road" concept plate, the "state-owned enterprise reform", "Shanghai Free Trade Zone", and "New Silk Road" several major conceptual main lines have also risen rapidly, quickly absorbing the active follow-up funds in the market.

At 9:39, the Shanghai Composite Index quickly stood at the 2240 point mark, driven by the main line of 'big infrastructure', and the increase expanded to more than 0.5%.

At 9:40, the net inflow of main funds in the entire 'large infrastructure' field reached 500 million.

At 9:41, the number of stocks in the field of 'large infrastructure' exceeded 15, and most of them were naturally changing hands.

At 9:42, Beijing New Building Materials hit the upward limit, and the building materials industry sector index rose to about 2.5%.

At 9:43, Gemdale Group and Poly Real Estate rose in a straight line, and the real estate sector rioted.

At 9:44, the 'Fortune Road' concept plate index rose by 8%, and the 14 concept stocks in the sector rose by 10.

At 9:45, the Shanghai Composite Index broke through the 2245 point mark, and the increase instantly expanded to about 1%.

So far, after 15 minutes of trading at the beginning of the market, relying on the rebound market with 'big infrastructure' as the core continues to break out, and the market continues to make money The space has been opened.

"This market trend is really ...... Crazy! ”

At 9:47 a.m., in Shenzhen, inside Xinniu Fund Company, in the trading room of 'Manniu No. 1' fund products, Mu Zhengxing, the head of the trading team, looked at the trading platform, and the plate index called 'Fortune Road Holding Concept Stocks' rose, and he had a feeling of shaking in his heart, and couldn't help but sigh: "'' Fortune Road's position concept stocks are almost the whole line of the limit, investors who follow the trend are really crazy, and the index performance, I really didn't expect that the early stage was so weak, and now the trend in the peripheral market is obviously cloudy, biased towards pessimism, but it is the formation of a momentum like a rainbow breakthrough trend. ”

"That's the charm of the trading market!" Fang Xinsheng, the fund manager standing next to Mu Zhengxing, smiled and said, "Unexpected, but reasonable." ”

"How can it be reasonable?" Mu Zhengxing asked.

Fang Xinsheng responded: "Isn't it?" The Shanghai Index is in this position, out of the independent trend, careful analysis, its logic is still very clear, first of all, the overfall, the early stage of various reasons to be set of funds, in the case of overfall, in the panic concentrated clearing, which reduces the pressure on the market to rebound upward. ”

"Secondly, the reshaping of the chip structure in the field, the large-scale entry of the 'Yuhang system' funds, and the macro news, whether it is the regulator or the senior leaders continue to release the positive stimulus to the market, these ...... are continuing to stimulate the market's bullish nerves and bullish emotions! ”

"In addition, the overall market valuation compressed to the extreme, as well as the substantive landing of the IPO restart after the listing of new shares."

"These also substantially deepen the accumulation of long power in the market."

"So many potential factors are intertwined, in the market there is a serious over-falling situation, and at the same time, the 'Yu Hang system' is a large-scale public entry, as much as possible to provoke the market to do more than the sentiment, in this case, the market out of a wave of sharp continuous violent rebound, it is naturally reasonable."

"It's just that the vast majority of people didn't expect it to be at this point in time when the peripheral market is generally lower."

"And this is exactly what Mr. Su of the 'Yuhang Department' is really powerful!"

Fang Xinsheng paused and continued: "At this time, he stirred up market sentiment and drove the market out of a violent rebound, which not only opened up the market situation in one breath and reshaped the core main line of the market, but also made the market form a more thorough chip structure transformation under the suppression of the external trend. ”

"The violent rebound at the bottom is too consistent, but it is not good."

"Appropriate divergence and volume, so that the market chips can be more fully exchanged, in order to make the follow-up rebound market, go further!"

And undoubtedly...... The market is changing in this direction. ”

"Of course, the majority of investors in the market are indeed chasing the concept stocks of 'Fortune Road', which is indeed a bit outrageous, and they are completely brainless to follow the trend and buy!"

"However, the market influence of this 'Wealth Road' is really enviable!" I don't know when, the general manager Liu Xin walked into the trading room, heard Fang Xinsheng's words, and couldn't help but sigh with emotion, "As long as the buy seat is revealed on the dragon and tiger list, there will be countless funds in the market to follow the trend and voluntarily carry the sedan chair for it." ”

Fang Xinsheng heard Liu Xin's voice, turned around and nodded slightly to him, and then responded with a smile: "Mr. Liu can't just see the benefits, not the disadvantages, the greater the market influence of the 'Wealth Road', as their asset management volume grows larger and larger, in fact, the operation is more and more restricted, otherwise they will not use the unrecognizable 'institution' seat as the main trading seat of the 'Yuhang No. 3' fund." ”

"The greater the market influence of the 'Fortune Road', the greater the impact on the induction of market sentiment and the market trend of the relevant underlying holdings."

"This situation ......"

"When they go all out to buy it, it is naturally a great help."

"But if the extreme situation of the market happens, and the liquidity of the entire market is rapidly exhausted, it will become very difficult for them to complete a quick exit with such a large holding, and at that time, the influence of their own trading seats will not only not help, but will be a huge obstacle when they enter the market."

"Therefore, there is nothing to envy, all kinds of funds in the market have always sought advantages and avoided disadvantages."

"We follow this logic and carry out strategic operations, whether it is chasing the market or following the trend, we will not lag too far behind."

"That's just as well!" Liu Xin pondered Fang Xinsheng's words, nodded, and continued, "Now the market should be completely stable at 2200 points, right?" Mr. Fang...... Do you think this time the main line of 'infrastructure' can still get out of the sustained market like in April and May? ”

Fang Xinsheng thought for a while and said: "The support of the Shanghai Index at 2200 points seems to be effective at present, as for this wave of market rebound, whether it can get out of the continuous market effect in April and May, we have to observe, of course...... At this time, there is still no problem with switching to the strategy, building positions aggressively appropriately, and taking more mainline chips in the field of 'infrastructure', and the risk is not great. ”

"Our 'Manniu No. 1' fund, how is the current overall position?" Liu Xin continued to ask.

Before Fang Xinsheng could answer, Mu Zhengxing glanced at the position data in the background, and immediately replied for Fang Xinsheng: "Back to the general manager, the current water level of our fund position is about 6 percent, and the main position direction has been adjusted to the field of 'infrastructure', among which the real estate sector has the heaviest position. ”

"Real estate?" Liu Xin asked, "Mr. Fang is very optimistic about the next commercial real estate and property market?" ”

Fang Xinsheng nodded and said: "In order to suppress inflation and make the economy develop benignly, the urbanization construction led by 'large infrastructure' will definitely accelerate, and the huge capital reservoir of the property market will definitely rise." ”

"Okay!" Liu Xin nodded and said no more.

After a brief discussion, the three of them refocused their attention on the trading boards of the two cities.

At this time, the market trading time has entered 9:55, the 'real estate' sector in the rapid riot, with the attitude of catching up, has occupied the first position in the two city industry sector growth list, of which the core constituent stocks, Gemdale Group, Poly Real Estate, Kewan Real Estate rose by more than 5%, Chongqing Development, Capital Shares, Financial Street daily limit, industry sector index rose, also broke through to about 3.5%.

Immediately after that, when the market trading hours cross 10 a.m.

The overall money-making effect of the market began to spill over from the more core areas of 'infrastructure', 'military industry' and 'Internet finance', and shifted to the weak concept sector that was relatively lagging behind the market trend in the morning.

In the case of the gradual turning and deepening of the market......

At 10:20, the core indexes of the Shanghai Composite Index, the Shenzhen Index, and the ChiNext Index rose by more than 1%, of which the Shanghai Composite Index refreshed the intraday rebound to a new high of 2260 points, and the increase broke through to around 1.5%.