"Hehe...... Liao Guanghua smiled and said, "This can only show that the main capital of the 'Yuhang Department' has long been retreated from the main line areas of 'infrastructure' and 'military industry', and has been laid out in the 'brokerage', or 'big finance' main line. ”

"When did the capital of the 'Yuhang Department' retreat from the main line fields such as 'infrastructure' and 'military industry'?" Wu Dayong was shocked, "We didn't notice it either?" ”

Liao Guanghua said: "Their transactions in our company's business department are not as concentrated and frequent as before, we can not observe and perceive every time, and the main lines such as 'infrastructure' and 'military industry' in front of them have been sideways for almost a month, how can it be enough for them to calmly adjust their positions and perfectly avoid the dragon and tiger list." ”

"It's really awesome." Wu Dayong had to sigh, "This capital is really violent, but what logic do they follow to pull the brokerage sector, and even lead the active capital group in the market to fully converge in the field of 'big finance'?" According to the analysis of many institutional groups in the industry on the main line of 'big finance', there are certain differences in everyone's expectations and investment logic on this main line.

In fact, the time of the previous month.

The capital has also tried several times in the direction of 'big finance', but it has not been able to form a consistent joint force.

Why can the capital of the 'Yuhang Department' be so sure of the line of 'big finance', and can come out and perfectly undertake the hot main line market such as 'infrastructure' and 'military industry'? ”

"I don't know!" Liao Guanghua said, "'Yu Hang Department' this share of the capital trading ideas, has been completely out of everyone's expected thinking and expected direction, in fact, can really guess the 'Yu Hang Department' of the capital trading ideas, it is impossible to the entire industry market, only the 'Yu Hang Department' this share of funds, can make several times the market performance." ”

"Is it ...... logic of 'bull market expectations'?" After a pause, Wu Dayong said again.

Liao Guanghua thought for a while and responded: "The fundamental logic that causes the 'Yuhang Department' to invest such a huge capital flow to pull the 'brokerage' sector is unlikely to be just 'bull market expectations' so simple, and the logic of 'bull market expectations' alone is very uncertain, and the current market and off-site investor groups do not have a high degree of recognition for the logic of 'bull market expectations'. ”

"What's that?" Wu Dayong was puzzled.

Liao Guanghua shook his head and said, "I don't know, I can only wait for the market to react further and the news to become clearer." ”

"So we're ...... now To follow or not to follow? Wu Dayong looked at the increase in the index of the 'brokerage' sector, which has now risen to about 3.8%, and asked, "Mr. Liao, the emotional impact of the 'Yuhang system' on the market, as well as the corresponding main line driving effect, is extraordinary.

When the time comes, market sentiment intensifies.

In case, after the closing, the market news side, there is a concentrated corresponding positive stimulus.

If we don't follow the trend at this time, I'm afraid that if we want to focus on follow-up and get chips at the right cost, it will be very difficult. ”

Liao Guanghua bowed slightly, and also agreed with the logic that Wu Dayong said, pondered for a while, and said: "Follow up some positions, although there is no clear news on the current internal news, but tomorrow, it will be another internal meeting of the central bank, and I don't know what news will flow out."

Now that the funds of the 'Yuhang Department' have moved.

Moreover, according to the capital of the 'Yuhang Department', the historical achievements in the past.

And this fund, the sensitivity of the market, let's ...... At this time, it can only be believed that it is not believed, and it is forced to follow some positions. ”

"Hmm!" Wu Dayong nodded and quickly began to instruct the group of traders.

Liao Guanghua looked at the securities sector that was still on the offensive and volatile upward, and sighed helplessly: "Presumably, there are not a few institutions with the same psychological changes as us at this moment, and the capital of the 'Yuhang Department' is ...... today It is really by oneself that the entire market has been reversed, and it is really by oneself that all the institutional groups that lack positions in the field of 'big finance' have no choice but to follow the trend and intervene. ”

When Wu Dayong heard Liao Guanghua's emotion, he also sighed in his heart, and had to sigh: "Is this the influence of the top main funds in the market?" Is...... That's amazing! ”

Feel it through an intuitive dial.

Wu Dayong perceived that the capital of the 'Yuhang Department' was in the case of holding hundreds of billions of capital and never being defeated.

Although it is not a 'national team', its influence on the entire A-share market is far greater than that of the 'national team', and this ...... It's a terrifying, shocking thing.

Just as the two of them were analyzing the plate.

When speculating on the main capital intentions of the brokerage sector, and even speculating on the fundamental logic of the brokerage riot.

At this moment, the regulator is inside, the magic capital, the market exchange, the trading center, and the supervision department.

As the director of the Ministry of Supervision, Yang Guochang also received countless phone calls.

Some of these calls were from friends who inquired about the news, and some were calls from leaders within the China Securities Regulatory Commission, and everyone made the calls for only one purpose.

That's the reason for the extreme riot in today's 'brokers'.

After all, the last time there was a full-scale riot on the main line of 'big finance' was when 'Guangda Securities' was pointed.

That time, 'Guangda Securities' spent more than 10 billion yuan in just a few minutes through the ETF channel, and pulled the stocks of the four major banks, core insurance, and brokerage companies to the daily limit, which caused an extremely bad impact on the market, so it ...... This time, after the extreme riot of the brokerage, the leaders within the China Securities Regulatory Commission also looked like a great enemy after seeing the abnormal trend of the market, and asked the supervision department of the trading center whether there was any abnormal movement that did not comply with the market rules.

And then, when these people ask.

After learning that the market was trading normally, the shock in my heart became even heavier.

After all, if it is a compliant transaction, if someone is really using real money to push up the market, the result, and the logic behind it, is too shocking.

"'Yuhang Department'......" Yang Guochang, as the director of the supervision department of the trading center, can naturally see what the composition of the funds that concentrate on buying brokerage stocks, and he can't help but sigh at this moment, "Quiet as a virgin, moving like thunder, such a strong trading method, so wonderful to the pinnacle of trading ability, really worthy of the market, the smartest, and the most legendary main fund, amazing, amazing." ”

He knows that the current regulator, the entire China Securities Regulatory Commission, is shouldering a heavy responsibility.

It shoulders the heavy burden of guiding the market to go bullish, giving better play to the capital market to activate the macroeconomy and stimulate the real economy.

Therefore, he was naturally very happy to see that the capital of the 'Yuhang Department' could use real money to lead the development of the market in a good direction on a large scale at the most appropriate time, reduce the burden on their shoulders and reduce their work pressure.

Except, of course, for him.

In addition to their Transaction Supervision Department.

At this moment, the fund management department of the China Securities Regulatory Commission also monitored the abnormality of the 'Yuhang system' to buy stocks in an extreme.

However, after everyone found out that the purchase of the 'Yu Hang system' was in line with market regulations and there were no illegal operations, they were naturally shocked, as if nothing had happened.

However, with the passage of time in the market......

At 11 o'clock in the market trading time, the brokerage sector began to tend to stabilize after the increase exceeded 4%, that is, the intraday amplitude was close to 10%, and the intraday high shock was also in the case of the Shanghai Index Shenzhen V rebound, recovering all the sharp declines in the morning, and barely red.

Institutions on and off the market, for the main capital component of the 'brokerage' sector that was previously concentrated.

Speculation is growing.

When the market closed at noon, the brokerage sector led the market in an all-round way, closing at a rise of 4.22%, with a half-day turnover of 18.795 billion, and the Shanghai Composite Index turned red and rose to close at 0.79%.

During the lunch break.

Discussion on the logic of the riot in the brokerage sector, as well as a discussion on the main capital component of the brokerage sector.

It is becoming more and more intense.

At the same time, many people are also looking forward to the news at noon, and there will be news about 'securities' and even about the main line of 'big finance'.

However, throughout the afternoon, the news was quiet.

Among the different opinions, everyone discussed the main capital components and motives of the brokerage sector, and there was also no clear result.

Finally, after everyone's positive expectations were disappointed.

In the afternoon, the market reopened, and the index gains in the brokerage sector began to gradually decline.

However, even if many expectations are disappointed, start to take profit in a timely manner, and close when you see a good situation, but on the whole, after the emotional stimulation in the morning, the brokerage sector, and even the entire "big finance" main line of the capital undertaking effect, still performed relatively well, and at the same time, thanks to the "blue stone reloading" and "Lei Man Optoelectronics" two concept of the leading stocks of the huge shock limit, the short-term speculation of the entire market, the follow-up efforts of the capital, have also recovered better.

And the combined force of these factors.

It also supported the index, and in the afternoon trend, it still maintained the trend of red disk shocks.

Finally, 3 p.m.

At the close of the two markets, the Shanghai Composite Index still closed in the red, closing at 0.52% gains, while the Shenzhen Composite Index and the ChiNext Index also recovered all their intraday losses, reporting gains of 0.42% and 0.39%.

In particular, the market A50 index rose 1.89% today, leading the core indices of the two cities.

As for the core main lines of the major markets that have attracted much attention.

'Infrastructure' and 'military industry' The two main lines of industry plates and concept plates, as well as around the 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', 'Reform and Reorganization of Central Enterprises and State-owned Enterprises' and other conceptual themes hyped and shocked, as well as the core stocks in these main line areas, concept leading stocks.

Although most of the intraday losses were recovered, the overall trend was still weaker than the performance of the broader market index.

'Science and technology growth', 'big consumption', 'non-ferrous cycle' and other low-level main line areas, the performance is slightly better than the main line of high-level adjustment such as 'infrastructure' and 'military industry', which basically keeps up with the index, but it does not show a relatively independent trend, as well as traces of the main capital concentration of the market.

'Sports Industry Development' and 'Sub-IPO' Sectors.

Today, it managed an epic extreme volatile trend, but in the end, it still generally closed higher, and its related core concept stocks, as well as concept leading stocks, all closed sharply higher, significantly outperforming the index.

Among them, such as "Lei Man Optoelectronics" and "Blue Stone Reloading" two checks.

In the case of intraday amplitudes of more than 15%, it was still closed with a daily limit.

In particular, the check of 'Blue Stone Reloading' has completed the feat of 22 consecutive price limits, which further refreshed the hype of the market's capital relay and further stimulated the hype sentiment of the market, as well as the willingness of all kinds of funds to undertake the high level, and directly opened the risk awareness of the entire market in the short-term speculation.

It further offended the market and provided an emotional foundation in disguise.

At the same time, it also continues to stimulate the potential investor group outside the market with the extreme money-making effect of individual stocks, and the willingness to boldly enter the market as always.

As for the 'brokerage' sector that saved the entire market today.

Under the extremely high attention, the turnover of the sector has also hit a new annual high, and even a new high in recent years.

It finally closed at a 3.98% gain.

This disk increase, compared with the rise of the highest point of the brokerage sector, although it has fallen, it has not fallen much, and it still maintains a relatively strong plate money-making effect.

Moreover, the entire brokerage sector is an internal constituent stock.

Today, a total of 5 brokerage stocks have reached the limit, especially large-cap brokerage stocks such as 'CEFC Securities, Huashang Securities, and Huatong Securities', which have also completely stepped out of the trend of reversal at the bottom, and the closing gains have exceeded the increase in the sector index, reaching more than 5%.

Among them, the check of Huashang Securities almost touched the daily limit in the intraday.

There is also the check of 'CEFC Securities', and the intraday turnover reached 5.329 billion, setting a new high figure in the recent market stock turnover.

After the market closes......

Everyone discussed today's market trend and the comprehensive changes in the 'brokerage' sector.

It becomes more and more intense.

Among them, many of the main fund institutions with internal network information, at this time, have begun to get the main funds of the "brokerage" sector in the day, which is the news of the main capital of the "Yuhang Department".

Of course, although the news about the 'Yuhang Department' focusing on the brokerage sector, large-scale position building and increasing positions in 'big finance' continue to ferment in the market.

But when I didn't see the real disclosure of the market dragon and tiger list data.

Everyone will still be skeptical.

But when it arrived at 5:30 p.m., the list of dragons and tigers in the two cities was announced.

Everyone saw the "Guangda Securities, Western Securities, Oriental Securities, Pacific Securities" on the list of securities stock buying seats, the bright "Fortune Road" seats, and the "Fortune Road" associated with the two institutional seats, the ultimate shock to the heart.

In an instant, it swept the entire domestic financial circle.

No one thought that after being invisible for several months, the 'Fortune Road' suddenly appeared, and it was actually on the securities stock.

No one thought that the main capital of the 'Yuhang Department' once again swept the buying seats of the dragon and tiger lists in the two cities, under such an extreme shock pattern in the market. (End of chapter)