Today's market performance, the market also came out of a long white line, closing the Shanghai Composite Index rose +1.92% to 2409.42 points, and the 2400 point mark was lost.

In the last three trading days of the week, the market continued to rally upward, with the market rising +0.49% again on Wednesday, retraced -0.25% on Thursday, and closed up +2.31% again on Friday, with the index closing at 2470.92%.

In terms of individual stocks, the past three days have presented the scene of Dasheng shares and Chengfei integrating the leading position of the "double hero" market.

On Wednesday, Dasheng shares had a one-word daily limit, and the closing price was 34.68 yuan / share, up +9.99% of the daily limit, and it walked out of the second into three boards; Chengfei integrated a high opening limit, the closing price was 13.90 yuan / share, up +9.97% of the daily limit, out of the first into the second board;

On Thursday, Dasheng shares had a one-word daily limit, and the closing price was 38.15 yuan / share, up +10.01% of the daily limit, out of the three-in-four board; Chengfei integrated a high opening limit, the closing price was reported at 15.29 yuan / share, up +10.00% of the daily limit, out of the second into the third board;

On Friday, Dasheng shares had a one-word daily limit, and the closing price was 41.97 yuan / share, up 10.01% of the daily limit, out of the four-in-five board; Chengfei integrated a high opening limit, closing price of 16.82 yuan / share, up +10.01% of the daily limit, out of the three into four boards.

These two stocks have become the most dazzling stocks in the two markets this week, and the surge of both has a common core logic: asset restructuring.

Dasheng shares this five days five boards, the cumulative increase of more than +61%, which has continuously walked out of the four shrinkage of the word limit, the daily trading volume of the word board does not exceed 20 million funds, all holders are reluctant to sell, the disk is completely no selling pressure, even if the fifth board is still sealed, there is no meaning of opening the board, that is to say, the probability of continuing to top the word board next week is very high.

Chengfei integration this five days four boards, the cumulative increase of more than +46%, five days and four boards because Monday is still in the suspension stage, Friday out of the shrinkage of the limit, indicating that the willingness to sell funds is not large, and the market outlook is still expected to be boarded.

In addition to the common logic of asset restructuring, the two stocks also have differences.

Dasheng shares are a typical institutional ticket, this week in a row on the top of the board also continued to be on the dragon and tiger list twice, the data shows that all institutions are at the top, no one else has anything to do.

Chengfei integration is not favored by institutional investors, this week's continuous limit of four boards are the army of free capital and retail investors in it, walking is a continuous turnover of the board up, Wednesday's turnover rate is 21%, Thursday's turnover rate is 41%, Friday's turnover rate is 22%.

Compared with Dasheng shares, the word limit welded the door to the top, do not give any short-footer the opportunity to get on the car halfway, not in the car before the start can only be seen, Chengfei integration is every day there is a chance to get on the car, as long as you dare to relay, you can get on the car.

It is also because of Dasheng shares that the top word of the board to eat alone, many people are more optimistic that Chengfei integration can stand out in this competition, after all, the top of the word board to eat alone is generally open board is a set, basically no one dares to pick up, on the contrary, Chengfei integration changes hands relay board out of the relatively safer, and this ticket also has K God to provide confidence.

Therefore, everyone is more optimistic that Chengfei Integration can defeat Dasheng shares and win the "double hero" battle and be promoted to the popular leader of the two cities.

……

Meditation Villa, study on the second floor.

"The relevant data of the Agricultural Bank of China's landing on A-shares have come out, with a total of 480 billion frozen funds for online and offline subscriptions, far lower than the market expectation of over one trillion yuan, and the online winning rate is about 9.29%, the second highest since the A-share market issued new shares in June 2006."

The beautiful assistant who returned home was reporting the relevant data of the Agricultural Bank to Fang Hong at the moment, because the company's IPO fundraising, Qunxing Capital also participated as an institutional investor, and the subscription scale was not low at all.

Tian Jiayi also said: "Its ultra-high winning rate represents the market's general concern about the breakage of the Agricultural Bank. ”

Fang Hong said: "The listing of the Agricultural Bank of China is the result of the support of all parties, and institutional investors have also shown their awareness, the Agricultural Bank of China has suppressed its own gluttonous stomach, and the market has reluctantly agreed. ”

Source change app】

The specific date of ABC's listing is Thursday, July 15, and the market is now bottoming out in stages, and the stock index has come out of a decent rebound.

At this time, Fang Hong added: "Qunxing Capital also helped stabilize in the secondary market, and gave it to Toto City at the issue price of 2.68 yuan, and we subscribed for 4.5 billion, and in the secondary market, let's budget another 4.5 billion." ”

As an institutional investor, Qunxing Capital has made a lot of money in Big A, and it can't be ignorant when it is time to make some efforts, to show the consciousness of institutional investors, only when they are conscious can they eat openly, and spend billions of dollars to Tuoyi City, this money is a bit crazy for Qunxing Capital, but it is medium, anyway, it is not a problem.

Those who are not enlightened will not only not be able to eat, but may also be beaten by the board.

After all, if you buy the shares of the Agricultural Bank of China, you hold assets, at most, there are 9 billion liquidity locked here, and the benefits are not very high, and the return on investing in other equity assets will be higher.

But asset prices will not fall sharply, after all, the volatility of bank stocks is not so big, holding the stock to get the 2015 wave of the big market stage and then withdraw, the average annualized return of 20 percentage points is still there, as a big capital is actually not low.

With the Agricultural Bank of China's landing on A-shares on July 15, all large domestic commercial banks have been listed.

However, as a person who has crossed the rebirth, Fang Hong, who has the advantage of foresight, knows that this year, he will agree to the refinancing plan of the four major banks of industry, construction, China and communications, with a total scale of 287 billion yuan, which will be used to supplement the capital to meet the requirements of the sky's credit supply and capital adequacy ratio.

The 120 billion yuan financing plan proposed by Zhong Guoping two years ago triggered a subsequent rhype in the stock market. And compared with the four major banks this year, Zhongguo Ping An is really a small thing.

After this wave of strong rebound in the second half of this year, the A-share market has opened a long road to bearishness, and this wave of refinancing plan is obviously one of the important reasons for the big A to go to the bearish road, and the fear of the capital market is inevitable.

However, Fang Hong had already decided in his heart, Qunxing Capital would still show its consciousness at that time, anyway, the money was earned back from Big A, and it should be regarded as Big A earning money and Big A spending, and there are still many big heads left after spending this part.

Only when the consciousness is in place can you better make money in Big A.

For this 287 billion refinancing plan, Fang Hong decided to let Qunxing Capital take out 300 billion yuan to subscribe, more than one-tenth of the refinancing scale, and my Qunxing family has taken care of it.

What does it mean to show the consciousness of institutional investors, this is consciousness, full level consciousness.

……

Entering the weekend and weekend, as Dasheng shares out of the five-board market, the stock price is still approaching a record high, breaking through to a record high, and the market's attention is also soaring.

Just over the weekend, when many investors learned about the news of weekends and weekends in the market software, they saw a piece of news: nearly 70 institutions gathered to go to Quantum Beat for research.

This news makes the shareholders who hold Dasheng shares very excited, and this stock has been on the list of dragons and tigers twice recently, and the data shows that all the institutional seats are on the top board.

Institutions gathered to go to quantum beating research, this matter is not fake news, there are indeed a large number of institutions to investigate.

After all, many well-known Internet companies in the mainland have gone overseas to go public, and Weibo, a subsidiary of Quantum Beat, has been listed on the A-share backdoor as a leading enterprise in this subdivided industry, which can be said to be the first truly well-known Internet company in Big A.

Many investors have complained that the good Internet companies have gone overseas, so that mainland investors cannot enjoy the capital dividends of the development of the Internet industry.

There is another factor that cannot be ignored when institutions gather for research, that is, the current Dasheng shares, and Weibo after the name change in the future have entered the constituent stock pool of the CSI 300 Index and the Shenzhen Stock Exchange 100 Index.

There is no doubt that the constituent stocks of these two major indices are the asset targets that institutions focus on, and many on-exchange ETF funds or over-the-counter public fund managers have also included Dasheng shares in the allocation list.

On weekends and weekends, the news related to this stock is basically good news.

The sharp rise of Dasheng shares has also made the A-share retail investor "go with the flow" to become famous in the stock speculation circle.

If before the launch of the first board of Dasheng shares, his popularity was because of his sharp and confident remarks that caused everyone to ridicule, then as Dasheng shares walked out of the five-board market, shareholders exclaimed:, this is a master!

……