Rebirth of the Capital Legend

Chapter 118 focuses on large-cap stocks with a market value of billion!
Su Yi watched the Shanghai Stock Index rise rapidly from around 2850 points to red. At the same time, he saw that the liquidity crisis in the entire market was being alleviated by the huge amount of buying funds that poured in to hunt for the bottom.

I know that the most tragic stage of this round of stock market crash is over.

We also know that the Shanghai Stock Index plummeted to this position in one breath, which has fully released the panic in the market.

We also know that when the market liquidity crisis is gradually lifted, the market will usher in a rebound of sentiment recovery near this position.

However, despite knowing this, it is a periodic bottom in the market.

However, Su Yi did not rush to follow the trend of blue chips, white horse stocks, and financial heavyweight stocks that continued to surge. Instead, he continued to wait patiently for changes in the market and looked for the rebound that could best drive market sentiment and the main financial groups. Gathering the most concentrated concepts, themes, themes and related core stocks.

in his observations.

The banking, insurance, securities, petrochemical, infrastructure, and consumer sectors rebounded across the board.

Among them, the core stocks in this sector.

Stocks such as the Four Major Banks, Two Barrel Oil, Huaguo Construction, Huaxin Securities, Qianzhou Moutai, etc. all rose violently amid the continuous large buying orders of tens of thousands of hands, continuing to break through new intraday highs, and even Qianzhou The stocks of Maotai and the four major banks increased their market gains to more than 5% in just five or six minutes after the market opened in the afternoon.

It's just that these heavyweight stocks continue to riot.

Although it drove the Shanghai Composite Index and A50 Index to a strong upward trend, the two major indexes jumped from deep water to red.

However, the impact on the sentiment of the entire market, especially the concept growth stocks that are biased towards the small and medium-sized board and GEM, as well as a number of component stocks in the CSI 300 and China Securities 500 index areas, has not been obvious, and has caused When the Shanghai Stock Exchange Index turned red and rose, the Shenzhen Stock Exchange Index and the ChiNext Index fell by more than 5%, and there were still more than a thousand stocks in the two cities that maintained their daily limit.

Until the 'national defense and military industry' industry suffered the most severe decline in this round of stock market crash, and even the sector index fell into a continuous limit-down mode, and there was a sudden change in the industry sector.

And especially when it comes to 'Huaguo Heavy Industries', the core weighted large-cap stock that is the main line of the 'military industry' concept.

It jumped violently up from the daily limit.

The entire CSI 300 Index, China Securities 500 Index, as well as the Shenzhen Stock Exchange Index, GEM Index, and Small and Medium-sized Enterprises Index have just begun to experience a sustained rebound, and the liquidity crisis in the two cities has begun to substantively ease.

"Huaguo Heavy Industry..."

Su Yi did not expect that this check would actually cause a reversal in market sentiment.

However, Su Yi could understand the logic of the check after carefully considering it for a while.

After all, due to the stimulation of positive expectations such as 'securitization of military industry assets', 'deepening reforms of military industry enterprises', 'increased defense spending', 'strengthening the military and strengthening the country'... In this round of bull market, the concept theme of 'military industry' has always been It is the main theme of the core concept that various short-term investor groups in the market gather to speculate, countless short-term hot money continues to relay, and the profit-making effect is very strong.

And because next is the 'National Day Military Parade' that has attracted much attention and is expected and followed by countless people.

Although the conceptual theme of 'military industry' has been hit hard by the 'liquidity crisis' of this round of stock market crash.

Even "Huaguo Heavy Industries", a core-weighted large-cap stock with a market value of more than 2000 billion, has gone out of the continuous falling limit in half during this round of stock market crash.

However, analyze from the expected direction.

The hype expectations of the main theme of the 'military industry' concept have not weakened, but have gradually increased as the timeline of the 'National Day Parade' approaches.

Such factors are combined with a short-term sharp oversold trend.

Naturally, this gives various financial groups the motivation to continue to focus on the main concept of "military industry".

As for why the check of 'Huaguo Heavy Industries' can drive a number of other conceptual themes in the entire market during the desperate rebound, as well as the entire concept growth stocks in the direction of the small and medium-sized board and the GEM.

Su Yi believes that it is also because of the previous market trend of the main concept theme of 'military industry'.

This is because the concept growth stocks are following the main lines of other concepts and themes, as well as the direction of the small and medium-sized board and GEM, rather than following the finance, infrastructure, and consumption of the main board.

Got this...

Su Yi did not hesitate to start opening a position to follow up, and continued to place thousands of large orders, preparing to build a bottom position of 100 million capital chips first.

His current capital volume is already very large.

More than 6 million in funds.

In the current situation where market liquidity has not been significantly restored and many stocks have limited liquidity, there are not many targets that he can participate in.

As it happens, heavyweight large-cap stocks like 'Huaguo Heavy Industries' are suitable for the entry and exit of large funds like him.

Not to mention his capital of more than 6 million, even if the capital volume is still slightly larger.

Huaguo Heavy Industries has a circulating market of close to 1800 billion. Except for the continuous drop during the stock market crash, in the past six months, the average trading volume per trading day has been 100 billion, so the impact on its market will not be special. It is large, and it can also perform short-term operations within two or three trading days, or the next day. It will not be constrained by the liquidity of the market, and there will be a situation where you can get in but cannot get out.

As he continues to follow up on his big orders.

At 1:15, the stock price of Huaguo Heavy Industries rebounded from the lower limit to a 4.75% drop. At this time, Su Yi had already opened a position of more than 6000 million chips, with a position of 6 lots.

At 1:22, the stock price of 'Huaguo Heavy Industries' surged red, and Su Yi completed the establishment of a bottom position of 10 lots.

At 1:26, the stock price of Huaguo Heavy Industry surged to a 1.56% increase, and the intraday turnover reached the 50 billion mark.

At the same time, 'Huaguo Bank' rose by more than 7% during the day, 'Qianzhou Moutai' rose by more than 5% during the day, 'Huaguo Petroleum' rose by more than 4% during the day, and 'Huaguo Construction and Huaxin Securities' also rose by more than 5% during the day. %…

Then, the two major "national team" main funds are 'Chengjin' and 'Huijin'.

As well as the rescue funds from major securities firms, insurance companies, banks and other self-operated institutions, as well as countless funds from various sources such as copycats and short-term speculators who follow the trend.

At 1:32, the Shanghai Composite Index surged to a 3.43% increase, returning to 3000 points.

It's just that other non-state-owned holding companies, as well as conceptual stocks in the direction of the small and medium-sized board and the GEM board, were missing from the "national team"'s main financial support. After a short period of following the trend and rebounding, due to the lack of follow-up buying capacity, they were again sold out. The huge amount of concentrated selling and panic selling were smashed back. This caused the liquidity crisis to reappear in the late trading stages of the two cities.

Finally, when the market closes at 3 p.m.

The Shanghai Stock Exchange Index still closed down at 1.23%, failing to truly reverse the decline, while the Shenzhen Stock Exchange Index and the ChiNext Index continued to plummet by about 7%, and the two cities still exceeded the 1300 stock limit limit.

Even the check from 'Huaguo Heavy Industries', which Su Yi built a position to buy at the bottom.

Under extremely heavy selling pressure and with a huge transaction volume of 87 billion, it continued to close at the daily limit.

And 'Huaguo Heavy Industries' fell to the limit.

As a result, Su Yi's 1 million chips for bargain hunting lost almost 5 points during the day.

Facing the loss of nearly 500 million in his stock account, Su Yi didn't pay too much attention, nor was he nervous at all. He knew that the Shanghai Stock Index would not fall below the 2850 point set in today's session in the short term, and he also knew this position. , if the first bailout fails, there will be a second one.

And the continued policy direction is good, as well as the regulatory authorities.

It will continue to be released.

Just as he expected...

When the market hit the news again by hitting the limit of 1,000 shares, in the afternoon, a high-profile meeting on economic topics was held.

Big leaders focused on the stock market for the first time.

Immediately afterwards, in the evening, the Ministry of Finance stated that it would implement a more powerful proactive fiscal policy in the future. At the same time, the central government once again stated that the economic fundamentals at home and abroad are different, and the strategy of loose monetary policy will continue in the medium to long term. , and stated that it may release more liquidity to the market in the future.

Continuous concentrated benefits are released to the market overwhelmingly.

Moreover, all of them are good news that have a significant impact on the current financial market. The purpose of all good news also directly points to the issue of market confidence.

With so many benefits.

The next day, the market opened higher again.

And this time, 'Zhengjin' and 'Huijin' have expanded the stock range of the pallet to include all the constituent stocks of the Shanghai and Shenzhen 300 Index and the China Securities 500 Index. At the same time, the influx of bargain hunting funds from all parties is also more rapid. Concentrate on buying the bottom in large quantities to grab funds and go long.

So many funds come together and work together.

The Shanghai Stock Exchange Index, Shenzhen Stock Exchange Index and ChiNext Index all opened higher and moved higher. In the early morning trading, they created a wave of momentum making money on the market.

Su Yi looked at the major indexes that had reversed the decline and rebounded like a rainbow.

There was no rush.

He was not too eager to increase the stock chips of 'Huaguo Heavy Industries', which had rebounded to around 6% and successfully turned his account holdings from losses to profits.

He knew that there had been many previous positive trends of opening higher and then falling during the session.

The panic in the market will not be eliminated so quickly.

When the amount of concentrated long funds at the beginning of the market can subside slightly, the investor group who has experienced the continuous beating of the market and whose confidence has collapsed will subconsciously concentrate on selling to kill the decline.

Later, when this wave of concentrated selling was taken over.

Only then will the market truly usher in a short-term violent rebound from oversold conditions and a short-term emotional recovery.

Sure enough, as he continued to wait patiently.

When the amount of long funds at the beginning of the market gradually declined, the stop-loss and hold-up selling pressure accumulated during the entire stock market crash once again gained the upper hand, continuing to suppress the index and countless stocks in the market.

And even at 2 o'clock in the afternoon.

A round of panic selling also broke out, pushing the Shanghai Stock Index, which was trading red throughout the day, to a position of nearly 1 point underwater.

However, this time the panic caused the price to drop.

The market liquidity crisis has not expanded further.

It was strongly taken over by the "national team" funds led by "Chengjin" and "Huijin", as well as the obviously stronger bargain hunting funds.

Therefore, it took less than 6 minutes after the Shanghai Stock Index went underwater.

With the continuous efforts of all parties, the major indexes in the two cities turned red again.

"It's almost time!"

Su Yi saw that the last panic selling had been cleared, and the market was taken over by long funds. He knew that this was the best time to focus on going long.

So, without hesitation.

He stared closely at the 3.75% increase position, and was re-expanding the increase in the stock market of 'Huaguo Heavy Industries' as the index counterattacked strongly.

With more than 5 million in funds in hand, the situation is thunderous.

All beaten out.

In an instant, there were more than 50 super buy orders, sweeping all selling orders in front of 'Huaguo Heavy Industries', pushing its stock price to the upper limit.

(End of this chapter)