Rebirth of the Capital Legend

Chapter 217 A shocking feat of 16 billion!

"It's really awesome, a shocking feat worth 16 billion!"

While Su Yi was sighing secretly, Xu Qiao's face was also full of shock in the main hot money group of the 'Magic City Super Short Gang' where he belonged.

"The seat of 'Huayin Securities Shenzhen Branch' was on the dragon and tiger list before, but it seems that it has never appeared before." In the group, after his face was full of shock, Lao Zhang also said with emotion, "Such a shocking handiwork, not Do you know who is the big hot money player in the circle? And looking at the daily market trend of the stock of 'Kewan Real Estate', it seems that this stock has not bought enough chips and wants to continue to accumulate funds. It is just because of the whole situation in the late trading period. After the riots in the 'real estate' sector, the bullish sentiment in the sector was too strong, and the stock price was pushed up by various funds, and it was impossible to attract much chips without closing the market. "

"Those who can buy so many chips at once are not necessarily hot money in the circle." Old Wu thought for a while and said, "There are a lot of hot money in the circle with this amount of funds, but among them... there should be no one." This big boss is related to the seat of ‘Huayin Securities Shenzhen Branch’.”

"With such a large-scale rush to go long, and such deep involvement, I haven't heard of any definite good news about the real estate sector, or the leading stock 'Kewan Real Estate'." Xu Qiao was quite worried. Somewhat strangely, "Why do these funds intervene in the market on such a large scale and grab so many chips?"

"Who knows?" Lao Zhang responded, "Maybe it's just speculation and speculation on the expectation of 'recovery of the property market.'"

Lao Wu pondered for a moment and said: "The one-time intervention of such a large amount of funds does not seem like short-term speculation. After all, even though the stock of 'Kewan Real Estate' has a large circulation volume and market liquidity, but It is not easy to get involved in the speculation of billions of dollars and want to get in and out in the short term. "

"The funds of 'Huayin Securities Shenzhen Branch' will definitely not be short-term speculation funds." Brother Chen said firmly, "Short-term speculation funds do not have this kind of trading model, and they will not trade in this way. Through 'Kewan' Judging from the market trend of Real Estate today, it can be clearly seen that...the operation of this fund today is simply to gain chips, and it is not at all to control the market and pull up the stock price, so as to create high space. "

"Will it be a private equity fund seat?" Xu Qiao thought about it carefully for a moment and asked.

Lao Wu said: "Even for private equity seats, in terms of the general position building style of private equity funds, they will not build positions so aggressively and invest so much money in one stock in one go, unless the private equity fund is very large. , at least when the scale is above 200 billion, so much money will be invested in a stock. According to the ranking of the size of private equity funds in the industry, there are currently not many private equity fund products with a scale of more than 200 billion in the industry, and these scales Relatively large private equity fund products are basically star fund products in the market, and their holding structures are basically semi-public. It can be seen that...the main funds focusing on the stock of 'Kewan Real Estate' today are absolutely impossible to be Private equity seat in the industry.”

"Brother Chen...what do you mean?" Xu Qiao asked.

The so-called position determines thoughts and opinions.

"It's actually not very important whether it's good or bad." Lao Wu said, "Through various recent data observations in the real estate industry and changes in policy trends, it is obvious that the domestic 'real estate' industry and the price trend of the entire property market , are getting better.

"That's strange." Lao Zhang said, "If it's not hot money or private equity, what else can it be?"

Then, front-line real estate leaders such as 'Kewan Real Estate', 'Poly Real Estate', 'Gemdale Group', and 'China Merchants Shekou' will definitely usher in a big explosion in revenue and profits, as well as an increase in valuation and performance. 'Davis Double Tap'. "

Brother Chen smiled and said, "I guess I don't want to appear in the short term."

"Let's wait and see." Brother Chen said, "Currently, the stock of 'Kewan Real Estate' has become the most popular stock in the two cities, and the seat funds of 'Huayin Securities Shenzhen Branch' have Its market attention is also soaring rapidly. With the attention of so many investor groups, I believe that it will not be long before relevant news about this fund will come out. "

With such large-scale extreme buying behavior, the possibility of short-term speculation is extremely low.

It is basically certain that the total purchase amount of the "Huayin Securities Shenzhen Branch" in the "Kewan Real Estate" stock is definitely more than the 16 billion chips shown on the Dragon and Tiger List.

Today, he has taken a lot of positions in the stock of "Kewan Real Estate" and several other core leading stocks in the "real estate" sector.

"Having said that, to drive a short-term explosion in stock prices, news still needs to be stimulated." Lao Zhang said, "We are not institutional funds, so we cannot conduct in-depth research on fundamentals, nor can we hold a stock for a long time without losing money." Movement, so the emotional side caused by news stimulation is very important to our trading. "

in other words……

"I hope what comes out will be good news." Xu Qiao said hopefully.

"Well, I feel the same way." Lao Wu said, "Moreover, what we saw was that the fund of 'Huayin Securities Shenzhen Branch' bought 16 billion chips on the Dragon and Tiger List. What about before? No one must know how many chips were bought during the initial position building stage of this stock.

"In any case, from the current point of view, the check of 'Kewan Real Estate' will definitely rise in the near future." Xu Qiao said, "The 'Huayin Securities Shenzhen Branch' has such deep involvement of funds, so we should not continue to pull up the market." , It’s impossible to go out safely.”

Brother Chen responded: "The funds of 'Huayin Securities Shenzhen Branch' are so fiercely competing for funds on the market. I feel that the interests they seek are not just to stimulate the stock price to rise and harvest profits from the market."

As long as the recovery expectations for 'real estate' and 'property market' are getting stronger and stronger.

As a short-term speculator who currently holds a lot of chips in the 'real estate' sector.

I think this is the fundamental logical support that supports the comprehensive riots in the 'real estate' sector and its sustainable development.

He naturally hopes that in a short period of time, there will be more and more favorable policies and news regarding the 'real estate' sector and the recovery of the property market.

Even if this fund is not a long-term investment fund, it probably has a long-term goal in terms of motivation. "

"No matter what the goals and motivations of this fund are." Lao Zhang said, "The fundamentals of the 'real estate' sector have improved, and the expectations for a recovery in the property market are correct, right? Currently, the stock of 'Kewan Real Estate' has become a hot spot in the two cities. Is it true that the leading stocks have consistent optimistic expectations and the desire to receive funds is rising? Judging from the current emotional feedback on this check, it should be a high probability that the stock price will continue to rise in the short term, right? Since these are relatively certain, right? "

"Haha... Lao Zhang is right." Xu Qiao deeply agreed with Lao Zhang's idea and said, "No matter how you look at it, the stock price of 'Kewan Real Estate' has the potential to continue to rise in the short term. , in this case, then it is enough to make orders according to the logic of short-term speculation, increase positions to take chips, use emotions to help capture emotional premiums, and harvest follow-up capital profits. Other factors... you don’t need to consider so much. "

"Except for the 'real estate' sector that has exploded today." Lao Wu said, "Today's 'new energy industry chain' line seems to have weakened a bit."

"The 'new energy industry chain' line, especially the 'lithium battery' sector, and related core concept stocks have generally more than doubled in the short term." Lao Zhang said, "With such a large short-term increase, profit taking , a lot of funds are switching high and low, and it is reasonable for the market correction to weaken. In fact, as long as there is no problem with the overall long sentiment and expected direction of the market, then there is no need to worry too much. Limited by the volume, energy and capital situation, the market can only If we can develop in a rotational manner on the main line, I think the switching of styles between large and small caps is completely understandable.”

"However, the overall market volume will not continue to increase, and there will be insufficient funds at the end of the year. If the index continues to rebound upward, I'm afraid there won't be much room." Brother Chen thought for a while and said, "The current sentiment in the 'real estate' sector The expected popularity is okay, but we can't expect too much. If the subsequent sector market continues to perform and the core leading stock of 'Kewan Real Estate' explodes in volume again, we should just wait and see."

Xu Qiao nodded and responded: "That's for sure. The pressure on the Shanghai Stock Exchange Index between 3500 and 4000 points is not ordinary. It will definitely be difficult to repair in a short time. At this time, we cannot be pessimistic, but we cannot be too optimistic."

Although he still seems to be quite aggressive in position layout. But in terms of ideas, he is still relatively clear, and he will not be like many optimistic investors in the current market, shouting "Bulls Turn Back", shouting for the Shanghai Index to return to 4000 points, and copying external markets, especially US stocks. They have unrealistic illusions about market trends and the like.

Just when several core hot money members in the internal group of "Modu Super Short Gang" were analyzing the Dragon and Tiger List data of "Kewan Real Estate", looking forward to the subsequent market trends, and formulating subsequent trading plans and trading strategies.

Almost at the same time...

Many industrial investment funds, public equity institutions, and private equity companies in Shanghai.

Its attention has gradually turned to the real estate sector that has exploded today, and to the leading stock of 'Kewan Real Estate', which has been hotly discussed by investors across the Internet.

"Oh my God, what happened to the check from 'Kewan Real Estate' today!"

In the Magic City, inside the Jufeng Asset Management Company, in the 'Jufeng Future Growth' fund product trading room, after reviewing the trading, Yu Xiaolu also expressed exclamation at the performance of the 'Kewan Real Estate' check's Dragon and Tiger Ranking data, and He hurriedly turned to Lu Xiangxiang and said: "Mr. Lu, I feel that the market's main line style is switching. Many popular stocks in the entire 'lithium battery' main line have shown a trend of adjustment. Many stocks we have heavy positions in the 'lithium battery' field, I’m afraid that we will be under considerable pressure from the correction in the future.”

"The 'real estate' sector..." Lu Xiangxiang's eyes were blazing, and after pondering for a moment, he said, "Let's observe it for a few more days. If the main style of the market has indeed switched, then we cannot continue to trade according to the previous trading strategy. It is appropriate to It is still necessary to adjust positions to keep up with market trends.”

"Okay!" Yu Xiaolu nodded and responded, "The funds of 'Huayin Securities Shenzhen Branch' are really crazy to buy. Does Mr. Lu know the origin of this fund?"

Lu Xiangxiang shook her head and said, "I don't understand at all."

"The funds were so urgent to buy this stock, it always seemed like there was some other motive." Yu Xiaolu guessed in a low voice, but did not ask again.

Likewise, at the same time.

Modu Noan Capital Company, 'Noan Real Estate Mixed Selection' fund product trading department.

Fund manager Yu Zeming looked at the leading stock that led to the explosion of the entire 'real estate' sector today, namely 'Kewan Real Estate'. The purchase amount of 100 million also fell into long-term contemplation.

"Manager Yu, the market situation in the real estate sector should be in full swing, right?"

Trading team leader Zhou Yue said after careful review.

Yu Zeming came back to his senses, glanced at Zhou Yue lightly, and replied: "Looking at the changes in volume and energy, as well as the changes in related core stocks, the fundamental reversal logic of the 'real estate' sector, and the expected recovery of the property market, it should be preliminary. It has been recognized by the majority of investors in the market, but how far this market can go depends on the continued follow-up of market funds in this main field. "

"Yes." Zhou Yue nodded and continued, "But in any case, when the sector has undergone comprehensive changes and a large number of funds have begun to intervene in core stocks in this main line field, our subsequent trading strategy for increasing positions should There’s nothing wrong with that, right?”

"This is certainly not wrong." Yu Zeming said, "The recovery logic of the 'real estate' industry is smooth. Regardless of short-term emotional feedback, it will not affect the long-term trend development of the 'real estate' sector and the stock prices of corresponding core stocks. Trend, even if there is no market explosion in the 'real estate' sector today, we should continue to increase our position in the 'real estate' sector's correspondingly weighted stock chips trading strategy. "

"Okay." Zhou Yue continued to nod.

Then, without asking any more questions, he made a trading plan for tomorrow based on what Yu Zeming said.

As for various institutions, many short-term hot money in the industry, and countless retail investor groups have focused their attention on the stock of 'Kewan Real Estate', and the discussion about the funds of 'Huayin Securities Shenzhen Branch' has become more and more intense. It is becoming more and more intense, and the expectation that its stock price will rise in the future is becoming more and more intense.

As the core management of the 'Kewan Real Estate' Group.

There is also the securities department of the 'Kewan Real Estate' Group.

I also noticed the extreme changes in my company’s stock during the day.

However, in the face of the violent buying of the main funds of 'Huayin Securities Shenzhen Branch', neither the head of the securities department of the 'Kewan Real Estate' Group nor the core management leaders within the group caused any concern. The relevant attention is considered to be short-term speculation by market funds.

Within the entire group, no one noticed that someone was sniping at the company.

Of course, even if someone in the management of the 'Kewan Real Estate' Group realizes that the 'Huayin Securities Shenzhen Branch' has impure motives for sweeping up stocks on the market, they will not think that 'Huayin Securities Shenzhen Branch' The branch's purchase of more than one billion can leverage the control of this leading company in the real estate industry, a large group with a market value of hundreds of billions.

Therefore, although the market is hotly discussing the stock of 'Kewan Real Estate' and the stock of 'Huayin Securities Shenzhen Branch', there is a lot of speculation about the massive buying of funds.

But this did not affect the 'Baoneng series' plan to continue to buy goods on the market.

It has not shaken the "snake-swallowing-the-whale" plan formulated by boss Yao of the "Baoneng Department" to gather stock chips of "Kewan Real Estate" and compete for the internal control of this company with a market value of 100 billion.

Therefore, there is an undercurrent of competition among the 'Baoneng Department' for equity.

In the "real estate" sector's recovery expectations are getting stronger and market sentiment feedback is getting increasingly hotter, in an emotional atmosphere.

Not surprisingly, the next day, Wednesday, December 12nd.

'Kewan Real Estate', the most popular heavyweight stock in the two cities, continues to show a pattern of continuous high opening and high moving with continuous explosive volume, attracting more major funds in the market, even when the two cities open higher without any premium. It has received attention and heated discussions from many investor groups, and at the same time, more buying forces have continued to follow suit.

(End of this chapter)