"What do you want to do?" Seeing the change in Zhang Jianping's eyes, Mr. Liu hurriedly asked.

Zhang Jianping smiled and said: "The amount of funds that can be carried by the two hot sectors of 'Internet finance' and 'e-commerce' is really limited, I am thinking...... Since the market situation is changing in this situation, sooner or later it will have to turn back to the line of 'big infrastructure', so it is better for us to choose a core stock on the line of 'big infrastructure', lay out in advance, and wait until the market situation and investment sentiment turn around......"

Without waiting for Zhang Jianping to finish speaking, Mr. Liu smiled and said, "Lao Zhang, do you want to copy your handwriting on 'CEFC Securities' back then?" ”

"I'm long gone with the competitive spirit I used to have." Zhang Jianping replied, "It's just that the market is developing so much, and the follow-up market development is likely to be in our expectations, plus the medium and long-term investment logic of the 'big infrastructure' line is too good, and the main capital of the 'Yuhang Department' is intentionally lured to dominate, and I don't think it's a pity to do a wave of market!" ”

"According to your idea, it is a bit of a sedan chair for the capital of the 'Yuhang Department'." Mr. Liu pondered.

Zhang Jianping smiled and said: "In the trading market, follow the investment logic and market trend, in fact, it doesn't matter who lifts the sedan chair to whom, as long as it is the direction of the transaction, it is the right direction, the direction of investment, is the direction of the development of the market trend, and some defects in the chip structure are not a problem." ”

"That's right!" Mr. Liu bowed slightly, and asked, "Then which core stock do you think has greater potential for speculation in the direction of 'big infrastructure', or which stock are you ready to use for layout?" ”

Zhang Jianping responded with a smile: "What do you think of the check of 'Huaguo Railway Construction'?" ”

"Typical large-cap weighted blue-chip stocks." Mr. Liu said, "I don't see anything special, and the circulation plate is quite large, I'm afraid it's not easy to speculate." ”

When Zhang Jianping heard Mr. Liu's words, he disagreed, and continued with a smile: "Lao Liu, your perception is wrong, although this check seems to be in circulation, most of the chips are in the hands of state-owned institutions and the 'national team', coupled with the accumulation of internal chips for many years, in the current position, the real circulation chips of this check are estimated to be not much more than ordinary tens of billions of market value stocks. ”

"As for the performance imagination space, concepts, stories, etc., in the direction of improving future expectations and valuations......"

Zhang Jianping paused and continued: "Thanks to the macro policy guidance of the entire 'urbanization construction' and the related policy benefits of the 'high-speed rail construction speed', it can be said that the business scale of the entire 'large infrastructure' field, and even the revenue scale of these large state-owned enterprises and central enterprises, under the corresponding policy promotion and the continuous implementation of government-led investment projects, whether it is short-term or medium-term performance imagination, there is a lot of room for imagination." ”

"This is also the fundamental investment logic for the recovery of the main line of the entire 'big infrastructure'."

"In the whole main line of 'big infrastructure', I am more optimistic about the 'high-speed rail construction', after all, in this field, my country has come to the forefront of the world through continuous technology accumulation and project practice, both domestically and internationally, it is quite competitive."

"Besides, China's current high-speed rail mileage is still very lacking, and the future development space for new mileage is very huge."

"This is the basic logic of my optimism about the check of 'Huaguo Railway Construction'."

"Secondly, in terms of concepts, stories, etc., what is the recent direction of the domestic economy, you should know, the New Silk Road, the reform and reorganization of state-owned enterprises and central enterprises, these ...... It should be the inevitable implementation and will adhere to the development direction for a long time. ”

"The economic development strategy of the New Silk Road can help our entire 'infrastructure industry' to go out, in this regard, especially the construction of high-speed rail, has special advantages.

"The reform and reorganization of state-owned enterprises and central enterprises has given the opportunity and expectation of similar high-quality assets to be injected into the main body of listed companies."

"Just like the Phoenix Nirvana of 'Hudong Heavy Machinery', in the context of 'deepening the reform and reorganization of state-owned enterprises and central enterprises', similar restructuring events will definitely continue to occur, and 'Huaguo Railway Construction' is fully equipped with the expectation of reform and reorganization under the guidance of the entire China Railway Group according to this background policy, accelerating and increasing the securitization of related similar assets, that is to say, the potential concept of this check is definitely not low."

"There are performance expectations, there is room for concept and story imagination, and the actual circulation is smaller than everyone expected."

"Coupled with the entire 'big infrastructure' main line area, a series of other benefits and the main capital inducement resonance, this check has no reason not to be speculated."

"And ......"

Zhang Jianping said this, paused again, looked at Mr. Liu, whose eyes were becoming more and more excited, and continued with a smile: "Through the first quarter report and even last year's annual report data, we can see that there is only one major institution of the non-state-owned assets system that is currently gathered and lurking in this stock, and this position data is only more than 1,000 shares, less than 40 million chips. ”

"From the first quarter to the present......"

"The trend of this check, although it has increased a lot at one time, has also experienced a wave of increases."

"But from the current market data analysis, we already know that during this period of time, only the main capital of the 'Yuhang system' dominates this stock."

"And now, because of the capital of the 'Yuhang Department', he has played his key holdings of stocks into a clear card."

"As a result, many major institutional groups have temporarily avoided the key holdings of the 'Yuhang Department', that is to say, on the check of 'Huaguo Railway Construction', I dare to conclude that in addition to the 'Yuhang Department' this fund, there are no other major institutions with a large volume lurking for the time being."

"As for the main capital ...... of the 'Yuhang Department'"

"The amount of chips they have in the entire field of 'big infrastructure' should be huge, and the check of 'Huaguo Railway Construction' should only be one of the strongest among their heavy stocks in this field, in other words...... If we intervene in this stock with a heavy position and help pull up its disk, it should be obvious and powerful for the overall layout and position motivation of the 'Yuhang system' funds, and the other party will not easily smash our disk if the overall expectations and position plan are not achieved. ”

"The chips locked in by the main institutions of other state-owned assets system ......"

Zhang Jianping smiled and continued: "Under the obvious need for the regulator to further stimulate the market situation to alleviate the market liquidity dilemma, improve the market financing capacity, accelerate the issuance of new shares, and even establish a market foundation for the subsequent implementation of the registration-based plan, there is no need to worry about these major institutions that are obviously constrained by the policy to carry out large-scale sell-off in the short term." ”

"Without the selling obstacle of the corresponding main funds, we will have no worries about pulling this check."

"As for the rest of the retail free chips......"

"These chips are essentially changing with market sentiment and stock price trends, and people are not aligned and have different ideas, so naturally there is nothing to worry about."

"Lao Zhang, your analysis...... It's really awesome! After listening to Zhang Jianping's analysis, Mr. Liu was very shocked and admired.

】

Of course, he still admires the courage of the other party to pry into this super large-cap blue-chip stock with a market value of nearly 100 billion.

"How?" Zhang Jianping saw that Mr. Liu was obviously a little moved, and asked with a smile.

Mr. Liu responded with a smile: "Listening to your analysis, it really has to be exciting, okay...... I'll take a big gamble with you! ”

"Haha......" Zhang Jianping laughed, "Enough righteousness!" ”

After speaking, Zhang Jianping once again set his sights on the trading markets of the two cities.

At this time, the market trading time has reached 9:30, and the two cities have officially started trading.

After a short five-minute emotional brewing, as soon as the market opened, the two concept plates of 'Internet finance' and 'e-commerce' rose hand in hand, and the corresponding concept plate index instantly climbed to more than 1.5%, among them, the corresponding core hot stocks.

Hengsheng Electronics' increase in volume instantly skyrocketed to about 7%; Sanjiang shopping exploded in a straight line, hitting the price of the price limit; Xinhuadu's explosive volume rose by more than 5%; Jinzheng shares, Yinjie Technology, and Huake Jincai have risen by more than 3%; Within one minute, the stock prices of Jinling Xinbai, Shenyibao and Edifier rose sharply by more than 2%......

Correspondingly, with the simultaneous rise of the 'Internet finance' and 'e-commerce' sectors.

Yesterday's strong performance of the 'Apple concept', 'film and television media', 'domestic software' several major concept plates, as well as the 'big infrastructure', 'military' field of a number of popular small and medium-cap concept stocks, in an instant, have fallen, a large number of sell-offs concentrated sell-off.

Among them, especially LeTV, Huayi Brothers, Crystal Optoelectronics, Huace Film and Television, Cultural Investment Holdings, Ciwen Media...... and other stocks, the state of large-scale diving is extremely obvious.

Under such a market change and hot spot switching trend......

At 9:32, only two minutes after the opening of the market, the three core component weighted stocks representing the main line of the gem's 'concept growth stocks' exploded and fell underwater, and at the same time, the decline of the GEM index instantly expanded to more than the 0.5% mark.

At 9:35, 'Cultural Investment Holdings' suffered a tragic concentrated smashing, the stock price hit the fall limit, and at the same time, the 'film and television media' industry sector index and the 'film and television entertainment' concept sector index turned green across the board.

At 9:36, the major concept plates of "Apple Concept", "Film and Television Entertainment", and "Domestic Software" all turned green, and the decline was behind the "reform and reorganization of state-owned enterprises and central enterprises", "Shanghai Free Trade Zone", "commercial real estate development" and other conceptual plates that favored the direction of the main board.

At 9:37, the opening of the 'Shanghai weak and Shenzhen strong' situation, began to clearly change into the 'Shanghai strong and deep weak' situation, the whole market in the gem, small and medium-sized board of a number of "concept growth" stocks at the time of the fierce pullback, the main board direction of the weight field, began to show a downward trend.

At 9:38, 'Huaguo Railway Construction' began to move, and it gradually bucked the trend from a slight low opening at the beginning of the market to a higher trend.

At 9:39, the two major concept plates of "Internet finance" and "e-commerce" both rose by 1.8%, and at the same time, at the beginning of the session, the small and medium-sized infrastructure and "military industry" in the field of small and medium-sized infrastructure and "military industry" also ushered in a rebound.

At 9:40, after the Shanghai Composite Index broke through the lowest level of 2285 points, it quickly retracted the 2290 point mark upwards and reshrank the decline to within 0.3%.

At 9:41, LeTV's decline expanded to 3%, and the disk turnover increased rapidly to more than 250 million.

At 9:42, after the fierce shock near the list of gainers, 'Sanjiang Shopping' completely blocked the price limit, and at the same time, 'Hengsheng Electronics' once again hit the price limit.

At 9:43, 'Hengsheng Electronics' rose again, and the two major concept sectors of 'Internet Finance' and 'E-commerce' rose one after another.

At 9:44, after 'Huaguo Railway Construction' turned red, Huaguo Construction, Huaguo Communications Construction, and Huaguo Metallurgical ...... and other similar main business state-owned concept stocks in the field of 'large infrastructure' have also changed, and the corresponding concept sector index and industry sector index have also risen simultaneously.

At 9:45, the indices of several major industry sectors such as building decoration, building materials and real estate turned red.

At 9:46, the two major weighted sectors of traditional finance and petrochemical industry have gradually turned red, and there are obvious signs of turning back the weight of the main board in the direction of the market.

At 9:47, driven by the gradual rise and redward rise of this number of weighted industry sectors, the Shanghai Composite Index returned to 2295 points, recovering its intraday decline and rising in red.

At 9:48, 'Huaguo Railway Construction' rose by more than 1%.

At 9:49, 'Xinhuadu' hit the price limit, and the two major concept plates of 'e-commerce' and 'Internet finance' rose again in tandem.

At 9:50, the active funds and main capital flows in the entire market have obviously begun to flow into the main board weight, as well as the core concept stocks in the two major concept sectors of 'e-commerce' and 'Internet finance', and the net inflow continues to grow.

At 9:51, 'LETV' was pushed up by two consecutive large orders of 10,000 hands, and the decline narrowed in a flash.

At 9:52, the volume of 'LETV' exploded to about 320 million, and the decline narrowed to less than 1%, once again showing a strong disk trend expectation, and also made the majority of investors look forward to replicating yesterday's trend for this stock.

And see the re-emergence and rapid volume of 'LETV'.

At this moment, Yu Hang, inside Yu Hang Investment Company, in the main fund trading room, Su Yu's eyes gradually became sharp, and he said coldly: "If the market situation does not cooperate, it is really a dead end!" ”