Rebirth of the Capital Legend

Chapter 215 A comprehensive riot in the real estate sector!
At 9:35, it was only 5 minutes before the market officially opened for trading.

The transaction volume of 'Kewan Real Estate' has soared to about 5 million, and the stock price has quickly reached the 4% increase mark, driven by the continuous emergence of tens of thousands of major buying orders.

At 9:40, the stock price of 'Kewan Real Estate' climbed to a 5% increase with both volume and price rising.

Moreover, the net inflow of main funds on the market has reached about 3 million.

At 9:50, the daily trading volume of 'Kewan Real Estate' exceeded the 10 billion mark, and the stock price encountered strong selling pressure within the 5% to 6% increase range. At the same time, in view of its rapid explosive trading volume, This check also successfully topped the list of daily turnover in the two cities.

Subsequently, under the influence of the stock of 'Kewan Real Estate', it continued to explode in volume and topped the list of transactions in the two cities.

The market popularity of this check began to soar rapidly.

Countless investor groups, including retail investors, hot money, institutions and other investor groups, have set their sights on this stock.

At the same time, the 'real estate' sector, which is strongly related to the stock 'Kewan Real Estate', has also attracted the attention of many major funds and investors.

And it was driven by the trend of the stock of 'Kewan Real Estate'.

"The reason for the riot in the 'real estate' sector is definitely not due to the previous news."

In the 'real estate' sector, there are weighted core stocks such as 'Poly Real Estate', 'Gemdale Group', 'China Merchants Shekou', etc., as well as related small-cap concept stocks.

"No, right? The second-hand housing market is still relatively sluggish."

"That's strange." Zhao Qiang said, "Such a huge inflow of main funds doesn't seem to come out of nowhere!"

"Brother Sun..." Zhao Qiang hurriedly @Sun Chengyu, "Do you know that there is such a riot in the real estate sector, and what potential major news is stimulating it?"

Sun Chengyu stared closely at the trend of 'Kewan Real Estate' and the overall market trend of the entire 'real estate' sector's strong upward breakthrough. He felt confused for a while and did not quite understand the logic of the full-scale riot in the 'real estate' sector. He responded: "I also I haven’t heard of any particularly good news in the ‘real estate’ industry!”

"Looking at the market trend of the entire 'real estate' sector, the core leading stock that affects all major financial groups to focus on the 'real estate' sector is indeed the check of 'Kewan Real Estate'."

"I haven't heard of it, but various news about the deregulation of the property market have permeated the market for a long time, but no one paid much attention to it before."

"What a great comparison, 'Kewan Real Estate' has topped the list of transaction volume in the two cities."

"I feel that the riots in the 'real estate' sector were mainly driven by the leading stock 'Kewan Real Estate'. So... can the main cause of the riots be analyzed from this stock?"

“Is it time for the real estate industry to reverse expectations?”

Sun Chengyu hurriedly asked around and said, "I haven't heard of any undisclosed benefits within the 'Kewan Real Estate' group!"

"It is indeed rare to overwhelm CRRC and CEFC Securities."

"Are there any potential major benefits within the 'Kewan Real Estate' group?"

"Let me go...why is the 'real estate' sector so strong today?"

There are also changes across the board, and they are getting stronger.

I noticed that the net inflow of main funds in the entire 'real estate' sector has surged to nearly 20 billion in half an hour after the opening of the market, and the long-term holding power of the stock 'Kewan Real Estate' simply does not count. The cost was frantically devouring all the selling chips on the market. At this time, in the main hot money group of the 'Yuhang Group', Zhao Qiang showed an extremely surprised look on his face, and asked in the group: "Is it possible that the 'real estate' sector, or even ' Is there any major positive news in the real estate development industry recently?”

Therefore, at 9:56, only 6 minutes after 'Kewan Real Estate' topped the daily turnover rankings of the two cities, the 'real estate' sector index had already surged by more than 2.5%, successfully squeezing out the early market trend. The extremely popular 'new energy industry chain' related industry sectors have become the industry sectors leading the gains in the two cities.

"I think it's almost done, right? I heard that the prices of houses in the core area of ​​'Yuhang' have started to rise significantly recently, haven't they?"

"Brother Sun is well-informed, let's ask him."

"That's what triggered the market change caused by the fundamental changes in the entire industry."

"Can't it be a simple valuation restoration? Whether it is a horizontal comparison or a vertical comparison, I think the valuation of 'Kewan Real Estate' is quite low, and it was basically not there in the entire bull market before June. How can it rise? Now, as the fundamentals of the real estate industry gradually improve and the company’s operating performance capabilities improve, it makes sense logically for funds to be used to repair valuations, right?”

“Aren’t the valuations of the major core leading stocks in the real estate sector always like this?”

"It's not always like this, right? When a company's operating performance capabilities improve, its valuation will definitely increase. In fact...after the two rounds of stock market crashes, the rebound trend that started after the National Day continued to buck the trend and even basically strengthened. The strong sectors that have recovered from the losses in the previous two rounds of stock market crashes are not just the real estate sector. The previous liquor and white goods sectors, as well as the main line related sectors of the 'new energy industry chain', and even the two major financial weight sectors of banking and insurance, are not the same. The trend? Even...'Qianzhou Moutai' is about to hit a record high."

"The logic of liquor and white goods is fundamentally different from the 'real estate' sector, right?"

"In my opinion, there is no difference."

"Hey, in fact, there is no need to analyze the underlying logic. All you need to know is whether the entire sector has a sustainable money-making effect after the riots in the 'real estate' sector."

"That's true. As long as there is a sustained profit-making effect, you can follow the trend and participate in long positions."

"The net inflow of main funds is so large. Basically, big funds are rushing to raise money. It should have a sustained profit-making effect, right?"

"I feel like the check from 'Kewan Real Estate' can be used for speculation!"

"It's a pity that there is no position, damn..."

"If you want to be more aggressive, you can choose to take a financing position."

"Forget it, large-cap stocks with a market value of 100 billion, even if their fundamentals reverse and the company's operating performance capabilities improve, their trend elasticity should be far inferior to the core popular stocks in the main field of 'lithium batteries', right? So... from the short-term perspective After thinking about the trading strategy, I feel that it would be more appropriate to continue focusing on the main line of 'lithium batteries'."

"But with the rise of the 'real estate' sector, conceptual stocks in the 'small and medium-sized entrepreneurship' field and active major financial groups have all been siphoned off by the 'real estate' sector."

"The 'lithium battery' sector has risen so much, does it feel like it's going to adjust again?"

"According to the market trend analysis, the current 'real estate' sector and the 'new energy industry chain' related concept mainline sectors, especially the 'lithium battery' mainline sector, are a little bit like switching between high and low."

With the continuous refreshing of news in the group, and the in-depth analysis of market trends by many hot money tycoons in the group.

On the two markets...

As market trading hours continue to pass.

The main net inflows of funds in the 'real estate' sector continue to increase, while a number of core popular stocks in the 'lithium battery' main line field, market liquidity, and the active short-term capital groups gathered on these stocks are indeed being completely ' Real estate' sector siphons.

Of course, even the intraday market trend of the core main line of 'new energy industry chain'.

After being siphoned away by funds from the 'real estate' sector, it is gradually moving towards a volatile situation.

However, looking at the active main lines of the entire market, the 'new energy industry chain'-related conceptual theme sector and its popular core stocks are still second only to the 'real estate' sector's core stocks in the general riots, with the highest discussion among investors and active participation. The highest main line section. only……

Due to the relative shortage of funds at the end of the year.

And under the devastation of the previous two rounds of stock market crashes, the hold-up price accumulated in the range of 3500 points to 4000 points was too heavy.

The main line of the 'new energy industry chain', which has led to a relatively high level, and the 'real estate' sector, which has attracted a comprehensive riot of funds, cannot go hand in hand, and together they lead the index to break through to a higher range.

But even so, the overall bullish sentiment of the market and the overall investor risk appetite.

Stimulated by the hot money-making effects of the 'real estate' sector and the 'lithium battery' mainline sector, it is still improving upwards, gradually forming a relatively benign long situation.

Under this kind of emotional interpretation and the active long participation of main funds.

At 11:17 a.m., the Shanghai Composite Index successfully reached 3550 points. At the same time, the stock of 'Kewan Real Estate', which has become one of the top ten hot stocks in the two cities, also climbed to a 7% increase, hitting a new high. It was the largest single-day increase in the past three months and the largest half-day turnover in the past six months.

At 11:24, the four major real estate weight stocks of 'Zhaobao Wanjin' all rose by more than 5% during the day.

At 11:28, as the market closed at noon, the market price of 'Kewan Real Estate' increased by nearly 8%, and the intraday transaction volume reached the 45 billion mark.

Finally, when 11:30 arrived, the two cities closed at noon.

The three core indexes of the Shanghai Composite Index, Shenzhen Composite Index and ChiNext Index all closed higher. Among them, the Shanghai Composite Index rose by 1.52% in half a day.

Then, during the lunch break.

Due to the fierce attack of the 'real estate' sector, especially the extremely strong trend of the stock of 'Kewan Real Estate'.

The market sentiment at noon further fermented.

The views of investors who are actively bullish are becoming more and more consistent. On major stock exchange forums across the Internet, more and more investors are taking aggressive positions at high prices and even raising funds to increase their positions.

Of course, in the ferment of emotions.

In the face of the 'real estate' sector, especially the unreasonable surge in the stock of 'Kewan Real Estate'.

The industry's large institutional capital groups with access and connections have spent this period of time inquiring about various good news that support the skyrocketing stock prices.

However, what is quite surprising is...

No matter how everyone inquires, no matter whether there are insider channels or not.

No one can explain clearly the root cause of today's riot in the 'real estate' sector, and no one can exactly understand why the stock of 'Kewan Real Estate' suddenly exploded to such an extent, let alone which trend is strong today. The main institutions, or the powerful main funds, are so frantically rushing to raise funds for this super-weighted stock with a market value of 100 billion.

Even the internal management and core managers of 'Kewan Real Estate'.

Faced with the extreme surge in the stock price of his own company, his emotional reaction was also in a state of confusion. He had no idea what was going on?

But whether everyone understands it or not.

Can you clarify the logic and reasons behind the riots in the 'real estate' sector and the stock 'Kewan Real Estate'?

None of them can stop the market trend of the 'real estate' sector and the stock of 'Kewan Real Estate'.

I saw that after a short break at noon...

The market officially opened for trading in the afternoon, and the check for 'Kewan Real Estate' once again exploded in volume. The stock price continued to charge towards the daily limit with an extremely strong momentum.

And at the same time, the 'real estate' sector was associated with the 'building decoration' and 'building materials' industry sectors.

Also began to passively follow the rise.

There are also main-line related sectors of 'big finance' that have had a strong linkage effect with the 'real estate' sector in the past, such as banking, insurance, securities and other sectors. They have also been driven up and have gradually attracted the attention and involvement of major financial groups from all parties. .

"Damn it, Niubi, today's check for 'Kewan Real Estate', the net inflow of main funds on the market has exceeded 10 billion."

At around 1:30 in the afternoon, Su Yi was in the main hot money group of the 'Modu Super Short Gang'.

Xu Qiao stared at the market trend of the stock 'Kewan Real Estate' with an obvious look of shock on his face.

In fact, he noticed the changes in this stock a few trading days ago, but at that time, since the 'real estate' sector was not the core main line of the market, he was worried that the market trend of this main line would not be sustainable, so he did not participate in this stock. Buying and selling, let alone opening a position.

"It feels like it's going to hit the daily limit!" Lao Zhang in the group said, "I don't know where the main funds that are focusing on the stock of 'Kewan Real Estate' today come from, what the hell... That's so cool. I've observed it carefully. , this main force of funds is simply buying big orders from countless daily investors, regardless of the cost, and abandoning all the techniques of focusing on guiding the market. It can be said... Today's 'Kewan Real Estate' The increase in the stock price is really driven up by buying funds.”

"To be honest, except for the market performance of CRRC at the peak of the bull market in June, and the market performance of the National Team during the stock market crisis when it focused on large financial weights when it rescued the market, I have never seen this kind of performance. "Buying method regardless of cost." Lao Wu said, "I feel that the main source of funds focusing on the stock of 'Kewan Real Estate' today is unusual, right?"

Brother Chen responded: "There is no doubt that it is definitely extraordinary."

"This form of buying directly upwards is extremely expensive." Xu Qiao said, "According to my preliminary observation, the funds that took the initiative to undertake the market selling of 'Kewan Real Estate', the daily buying amount is definitely 7 More than 10 million funds, it is estimated that billion funds may be available.”

"What a big deal!" Lao Zhang exclaimed, "With such deep involvement, it seems that the market trend of the 'Kewan Real Estate' check will not be a small market."

"Can the entire real estate sector be so rioting? Can it be a small market?" Lao Wu said, "It's just that for the 'real estate' sector, no one has been able to clarify the specific logic, so it has led to many short-term funds following the trend. I’m still a little hesitant about taking it on.”

"The logic of skyrocketing..." Brother Chen smiled and said, "It will definitely become clearer and clearer."

When Xu Qiao heard Brother Chen's words, he couldn't help but nodded and said: "With such a large-scale concentration of funds to participate in the fundraising, there is no doubt that...it must be supported by strong real estate logic. The trend of the 'real estate' sector today is really bright. I’ve seen it, and the main funds have indeed intervened deeply enough. I plan to allocate part of the profit-taking part of my previous position on the main line of 'Lithium Battery' to the stock of 'Kewan Real Estate'."

As he said this, he did not wait for the other people in the group to respond.

Immediately using the stock account in hand, he sold some of the popular mainline 'lithium battery' stocks with one click to stop profit.

Then, he would sell and withdraw the funds at profit, and quickly invest them in the stock market of 'Kewan Real Estate', which is still booming in volume, with major buyers taking on large orders, and there is still an endless stream of stocks.

But when he faced the continuously rising market price of 'Kewan Real Estate', he took the initiative to place an order to buy.

The next moment, the order he placed was sold before he could wait.

'Kewan Real Estate', under the attack of more than 1.5 consecutive large orders and more than million funds, quickly hit the daily limit price.

(End of this chapter)