Chapter 705: Growing Market Risk Appetite!

In addition to the active capital seats, and the financing balance has skyrocketed again.

According to the trading data of the Dragon and Tiger List disclosed by the two cities, the buying and selling situation of the main capital groups of institutions is still showing a trend of substantial net buying.

In particular, the stocks on the list, Western Securities, Oriental Wealth, and China Investment Capital.

The net purchase of institutional seats is more than 100 million.

Of course, in addition to the weighted stocks, the check of 'Huake Sugon', which released tens of millions of transactions in the two cities today, and has set a record for the listing of new stocks, also showed signs of a significant increase in institutional seats today.

According to the data of the Dragon and Tiger List disclosed by this check.

Since the last time an institution grabbed a position to increase its position, today another institution has increased its position and grabbed 9.7 million chips at the absolute high level of this check 15 consecutive boards.

Although this amount of chips is compared to the tens of millions of institutional purchases of other weighted stocks.

It's a little unremarkable.

However, the total turnover of the check of 'Huake Sugon' today is only about 12 million.

In this comparison, the rush to buy by a single institution accounts for about 80% of the day's turnover, which has to attract attention.

And except for the check of 'Sugon'.

There are almost 10 stocks on the list in the sub-IPO sector.

There are also traces of institutional seat buying on the Dragon and Tiger list seats disclosed by three other new stocks.

And like the check of 'Blue Stone Reloading', which has also attracted the attention of the majority of investors in the market, although there is no trace of the purchase of institutional seats on the seats it discloses, it can be clearly seen that the 'Rongcheng Gang' funds that were previously on this stock have rarely been smashed every other day to lock profits like the last time, but have continuously increased their positions.

This shows that there are a number of large investors and major institutional groups active in the venue.

The attitude towards the trend of the market is obviously becoming more and more optimistic, and the risk appetite and risk tolerance in trading are also getting higher and higher.

Faced with the situation of the dragon and tiger list disclosed by the two cities.

The group of retail investors gathered on the major stock discussion platforms on the whole network was also quite excited.

"The data on the dragon and tiger list of the check of 'Huake Sugon' is really outrageous, it has been fifteen consecutive price limits, and institutions will actually increase their positions in this position!"

"It's really outrageous enough, how optimistic is the main capital about this stock?"

"I have a feeling that the number of boards of the check of 'Huake Sugon' must exceed the previous record set by the 'Blue Stone Reloading'."

"It's a demon stock!"

"It's a big demon stock, the highest new stock in history, and it is estimated that this check will not be able to be opened tomorrow."

"With a turnover of more than 10 million, according to the current market popularity of this stock, it has to explode to more than 100 million before it can be officially opened."

"Hey, I've been placing an order for 4 days, and I still can't buy it."

"When this check is called for auction every day, it is directly blocked by a large order, and our retail investors are not like the main funds, which have the advantage of trading seats, how can they buy it?"

"Even if it is the main capital, it is impossible to buy it without the advantage of channel."

"That's right, otherwise there wouldn't be a situation where one institution's buying volume accounts for 80% of the entire intraday turnover today."

"I heard that this VIP channel for trading seats costs tens of millions of channels a year, is it true?"

"It must be true, do you still need to doubt it?"

"It's so expensive, it's outrageous!"

"What's expensive, the main capital has the advantage of this channel, hit the price limit, and earn it back in a day or two."

"That's right, just like the check of 'Huake Sugon', to the current position, the funds bought, or the chips sold after winning the lottery, have basically been eaten up by the institutional seats with channel advantages, and the other funds have not even drunk the soup, so it is said that since the first short increase in the amount of this check, the institutional seats have been bought in a big way, and now there are four consecutive price limits, right? With these four price limits, how much do you say the main funds have earned? ”

"Damn...... It's not fair at all! ”

"It's not fair, but don't complain, if you have tens of millions, hundreds of millions of funds, don't brokerage companies have to beg you?"

"Hey, no matter what, the check of 'Huake Sugon' must have become a demon."

"It's not just the check of 'Huake Sugon', but many popular stocks and weighted stocks on the list today are all noteworthy, and I feel that they all have the potential to go demonic!"

"Zhang Mengzhu has newly entered the check of 'Hua Investment Capital', and it is more than 80 million main buying volume, which is really a cow!"

"Master Zhang, this is a two-front attack, right? The two checks of Western Securities and Hua Investment should be Zhang Mengzhu's heavy stocks at present. ”

"That's right, at present, Zhang Mengzhu should have at least 500 million chips in these two stocks, right?"

"How optimistic is Zhang Mengzhu about the market of the securities sector? How much do you love the securities sector? ”

"Hehe, don't say it, Zhang Mengzhu has always loved the securities sector, and his fame was not the time of the stock market crash in 08, when a huge amount of money was forcibly sealed by CEFC Securities?"

"Not only Zhang Mengzhu, haven't you found that the bigwigs are currently very fond of the two major sectors of 'securities' and 'Internet finance'? Take a look at the data of today's 'Hengsheng Electronics' stock, the 'Jiefang South Road' of the general helmsman has also increased its position in this stock. ”

"Combined with the data of the dragon and tiger lists of the two cities in the past two days, the current core heavy stocks of the chief helmsman should be the two checks of Oriental Wealth and Hengsheng Electronics, right?"

"Don't say it, it's really interesting, Zhang Meng is mainly engaged in securities, and the general helm is mainly engaged in Internet finance."

"In addition to these two bigwigs, Mr. Su's 'Yuhang Department' funds should also be heavily positioned in the securities and Internet finance sectors."

"There is also the old leader of the 'Shanghai Iron and Steel Federation', and today's 'Four Seasons Road' and 'Shaoxing Branch' two seats continue to jointly make the check of the 'Shanghai Steel Federation'."

"There is also the check of 'Blue Stone Reloading', and the 'Rongcheng Gang' has also continued to increase its position."

"'Yitian Road' also focuses on the check of 'Jinzheng shares'."

"'Rongchao Business Center' copied the check of 'Chengfei Integration', 'Yanjing Outdoor Street' undertook the check of 'Shanghai Sanmao', and 'Hongqiao Road' took over the 'China Airlines Heavy Machinery'...... Today's investors are really active, and on the list of dragons and tigers in the two cities, at a glance, there are many familiar seats. ”

"The same is true for institutional seats, and a lot of them are linkages."

"It's a pity that Mr. Su's 'wealth road' did not appear today."

"Although Mr. Su's 'Fortune Road' does not appear on the buy list, it is also not on the sell list, and it should be predictable that Mr. Su's 'Yuhang Department' should be locked today."

"No, Mr. Su's 'Yuhang Department' funds must be locked."

"According to the disclosed data of the two cities, basically, 'Huake Sugon, Bluestone Heavy Equipment, Western Securities, Huacheng Investment Capital, Flush, Oriental Wealth, Hengsheng Electronics, Jinzheng Shares, Shanghai Ganglian, Shanghai Sanmao, China Airlines Heavy Machinery, ...... these dozen checks are the core leading stocks with demon stock factors in the current market, right?"

"That's pretty much it."

"Through the analysis of these core leading stocks, as well as the analysis of the main funds gathered on these leading stocks, there are three core main lines of the current market, one is the main line of 'big finance' based on securities and Internet finance, one is the main line of infrastructure and military industry based on the 'Shanghai Free Trade Zone', and there is a main line of 'new stocks'."

"The core main line, that's pretty much it."

"In fact, today's 'science and technology growth' line is really good, and LETV is about to go up and down."

"That's right, especially the line of 'film and television media', is also really fierce, although there are not a few stocks on the list within its sector, but in terms of closing results, this sector is more than 10 stocks today, which can be regarded as a rare trend of rising and falling."

"Especially the line of celebrity shareholding and equity participation, right?"

"This line can rise, mainly thanks to the second half of the year, the box office trend of the film market, a new high, right?"

"I feel that the domestic film market, with strong subsidies and policy support, will indeed have a relatively large development, and related industry chain companies should also benefit greatly."

"It's a pity that the position and valuation of LeTV, Huayi Brothers, and Guangguang Media are not low."

"Although the current position of these stocks is not low, compared with the 'Internet finance' sector that continues to soar, it is still obviously cost-effective."

"The check of 'Sugon' should be regarded as a concept stock of the main line of 'technological growth', right?"

"Nature counts as ......"

"If the check of 'Huake Sugon' is used as an analogy to the check of 'Blue Stone Reloading', according to the previous 'Blue Stone Reloading' even board speculation, for the 'military' and 'nuclear power' plates, you said, 'Huake Sugon' This check, can you take the entire 'scientific and technological growth' main line, like the previous 'military' plate?"

"The current market investment environment is so good and the mood is so hot, it is entirely possible."

"Hehe, you can indeed follow this logic and ambush in advance, but it's a pity...... I have a full position in the stock and have no remaining positions. ”

"There's no remaining position to do, just go straight to the bar."

"I also want to go on leverage, but the amount of funds is not enough for the financing threshold of securities companies, after all, in the current market, investors with more than 500,000 funds are still a minority, right?"

"Who said on-site financing? Aren't there a lot of over-the-counter companies now? ”

"Is it much? Who introduced a reliable one! ”

"There is a risk in allocation, I think it's better to be cautious."

"The market is in a full-fledged bull market, how much risk can it be? At this time, if you don't hurry up to enlarge the amount of funds and make more money, you will miss this wave of market, and it will be too late to regret it. ”

"Yes, it's been 6 years, and it's hard to wait for a comprehensive bull market, so you can't seize the opportunity and opportunity?"

At the time of the heated review and discussion of the retail investor groups on the whole network.

Offline securities companies, over-the-counter funding companies and other institutions are also busy, whether it is regular business hours or not, there are constantly investors coming to the door, wanting to increase financing business and expand their capital volume.

That is, when the market is in full swing and the overall money-making effect is getting stronger and stronger.

A lot of private capital that had been dormant before has also begun to become active, and all of a sudden, countless over-the-counter funding institutions have sprung up in the market.

And with the sharp increase in these allocation institutions, as well as the sharp increase in the balance of proprietary financing of brokers.

It can be clearly seen that the market's investment risk appetite and leverage ratio are also in a state of rapid growth.

Of course, in the overall fundamentals of the market, the trading environment, and liquidity, which are still improving in the macro situation, these rapidly increasing leverage ratios have no impact on the overall trend of the market and the possible systemic risks that exist.

After all, the current overall market valuation.

Whether analyzed from an investment perspective or a speculative perspective, there is not much moisture and bubbles, and there is no so-called systemic risk.

The goal of the regulators, this time.

What is considered is not market risk, but how to continue to speculate on the market and stimulate more activity in the market.

Then, we will make use of the active and hot capital market to complete several major strategic goals of the state in the macroeconomy and promote the further benign and rapid development of the macroeconomy.

It is in this kind of market sentiment that continues to ferment.

The risk awareness preference of the majority of investor groups for market investment is getting higher and higher.

At the same time, many major shareholders of the company for speculative purposes have seen that the market has indeed entered the bull market stage, and the company's stock price and market value have a high probability of being able to ride the wind along with the east wind of the bull market.

Similarly, the shareholders of major listed companies have various thoughts.

Or release the company's good operation, or take out real money to increase holdings of stocks, and maintain the company's market value.

Late at night, the peripheral market also continued to open high, and the current situation of hot trading was not much better than the A-share market, and the U.S. stock market rose sharply one after another, only one step away from its record high.

In this kind of situation, which is good on the inside and stimulated on the outside.

The next day, Friday, November 14th.

The market has not officially opened, and the bullish sentiment before the market is already hot.

Moreover, there are obviously more and more novice investor groups pouring into the discussion areas of major stock discussion platforms and trading platforms on the whole network.

There are also offline brokerage companies, various formal and informal allocation companies.

Its related business departments are already busy early in the morning, and various over-the-counter capital groups are waiting to pour into the market and make profits.

(End of chapter)