Rebirth of the Capital Legend

Chapter 239: 20 billion funds to seal 'Qianzhou Moutai' in seconds!
"Boss Su, this is a lot of follow-up plates!"

Noticing that more and more core stocks that the company's fund products continue to build positions in, such as 'Qianzhou Moutai, Wuliangye, Luzhou Laojiao, Jincheng Fenjiu...', are following the trend and buying, and also noticing that the sentiment in the 'white wine' sector and the 'big consumption' main sector is clearly picking up, trading team manager Qu Zecai said hurriedly.

Su Yi smiled and responded, "There are still a lot of smart money in the market. It is impossible for us to continue to buy on a large scale without attracting other people's attention. However, after about a week of continuous increase in positions, our holdings in the 'white wine' sector should have almost reached the position building target, right?"

"Well, it is indeed not far from the planned holding ratio of the 'Liquor' sector." Qu Zecai said, "But according to your strategy, Mr. Su, if you want to make 'Qianzhou Moutai' the most heavily weighted stock in our fund products, it is still some distance away from the planned maximum holding ratio of individual stocks."

At present, the entire fund product has established a position of nearly 17 billion in the stock of "Qianzhou Moutai".

This is still more than half of the 40 billion holdings that Su Yi mentioned.

"It's okay, just keep buying." Su Yi smiled and said.

After saying that, he immediately continued to place buy orders at the thousand-hand level on the disk of the stock of 'Qianzhou Moutai', actively taking over all the selling power on the disk.

And at the same time...

While he continued to place orders to buy "Qianzhou Moutai" stocks.

The Shanghai Composite Index hit a low of 2638 points, and after another wave of panic trading, it began to attract a large amount of bargain-hunting funds.

Therefore, we continued to invest funds in the 'Hua Yi Expedition No. 1' fund product to build positions.

And the intervention of many off-market bottom-fishing funds.

The Shanghai Composite Index, Shenzhen Composite Index, ChiNext Index and several core indexes, as well as a number of core themes in the market, whether it is the weighted themes such as "big finance", "big consumption", and "big infrastructure", or the "small and medium-sized innovation" concept themes such as "Internet finance", "smartphone industry chain", and "new energy industry chain" that are obviously oversold, all have ushered in a rapid rebound and surge, rapidly reducing their intraday declines.

"It seems... the market has bottomed out in the short term!"

Seeing the Shanghai Composite Index rebound rapidly at 2638 points and the intraday trading volume exploded simultaneously, Qu Zecai paused for a while and said.

Su Yi continued to place orders to buy chips while casually responding: "The continuous extreme freezing point sentiment has killed the last panic trading, and the bottom-fishing market has intervened. The market has temporarily seen the intervention of incremental funds. At the same time, the locked-in orders above 3000 points are far away from the range, and they will not form too much suppression on the market for the time being. The intraday volume at this time is rapidly increasing... It is indeed a signal feature of a mid- to short-term bottom."

"Then we... must further increase our buying power and buying scale, right?" Qu Zecai said.

Su Yi nodded slightly: "Since the market has shown signs of bottoming out, with strong expectations of a rebound, we should naturally increase our efforts to build positions and buy at this time."

After a week of continuous position building...

The current overall holding scale of the "Huayi Expedition No. 1" fund product has surged from zero to around 70 billion.

But compared with the fund's capital scale of 200 billion, the holding level is not high.

Therefore, while the expectation of market bottoming out and reversal has not yet been fully formed, while the market is still in the shadow of the "stock market crash 3.0", and while the market is full of outrageously cheap blood-sell stocks, it is imperative to increase your positions as quickly as possible and with all your strength.

Hearing Su Yi's instructions.

Qu Zecai quickly conveyed the relevant trading instructions to all traders in the trading room.

When the traders in the trading room heard that they did not need to worry about the chips they placed in the buying orders or the rise and fall of the stock price on the market, and that they could place large orders to pull up the market at will, they suddenly became interested and, at lightning speed, used their own fund sub-accounts to place large orders of thousands or tens of thousands of shares, pushing up the market and sweeping away all the sell orders on the market.

Faced with the consumption of millions or tens of millions of funds in the account.

As he watched the target stock for building a position, the stock price rose sharply under the sweep of the large order he placed.

Every trader in the trading room looked extremely focused and excited.

Many of them had never operated such a large-scale fund account before, nor had they experienced what it was like to be the main force in the market. Now... they finally got to experience it, and the adrenaline surged, and they couldn't control it at all.

And along with the 'Hua Yi Expedition No. 1' fund trading department pouring in funds, it made all-out buying moves.

The main core stocks that the entire 'Huayi Expedition No. 1' fund product focuses on building positions, such as 'Qianzhou Moutai, Wuliangye, Luzhou Laojiao, Jincheng Fenjiu, Conch Cement, Tianqi Lithium, Ganfeng Lithium, Dofluoro...' and other leading stocks in various industry sectors, have all seen their share prices soar.

Among them, the recent changes have been the most frequent.

At the same time, it was Su Yi who personally bought the stock of "Qianzhou Moutai".

At this time, the market increase has exceeded 5%, and the stock price has returned to 230 yuan, leading the rise of a number of heavyweight blue-chip stocks on the main boards of the two cities, and completely recovering all the losses during the "Stock Market Crash 3.0".

"The trend of 'Qianzhou Moutai' is too strong. It is the absolute leader in the market!"

Noting that the share price of 'Qianzhou Moutai' has recovered all the losses during the 'Stock Market Crash 3.0', and is showing a trend of continuing to soar and even hitting the daily limit, at this moment in the 'Hua Rui Fund Management Company', in the 'Hua Rui Performance Growth No. 1' fund product trading room, the trading team leader Jia Yongxiang said in surprise.

"The liquor sector has really been strong in the past week." Hearing Jia Yongxiang's exclamation, fund manager Song Shaopu also had to sigh, "I really didn't expect that the liquor sector would be the main sector that led the market's counterattack and showed a leading effect in this wave of stock market crash. I also didn't expect that the core leader of this wave of gains would be the 'Qianzhou Moutai'."

Jia Yongxiang said: "The stock of 'Qianzhou Moutai' and the entire liquor sector have basically not risen much in this round of bull market. Both the valuation and the stock price are basically at historical lows. This round... this sector can buck the trend. Although it is somewhat unexpected, it is actually reasonable. It's just a pity... that we didn't follow up at the first time."

As early as when the stock of 'Qianzhou Moutai' and the liquor sector saw the first unusual movement.

They noticed that major funds were intervening and operating this sector.

However, at that time, due to the uncertainty of the market's macro trends and the weak historical performance of the liquor sector, I did not follow up.

But I didn't expect...

In just a week or so, the share price of "Qianzhou Moutai" has rebounded by almost 20% from the bottom.

This caught them completely off guard.

"It's not too late to follow up now." Song Shaopu said with a smile.

In terms of trading and investment ideas, he does not particularly value or care about the intervention cost, that is, timing. What he cares about is the basic logic of intervention and the underlying logic of expected changes.

As long as there is no problem with these two logics, it proves that the chance of intervention is relatively certain.

In other words, the investment has reached the right side of the opportunity range.

If they intervene in this situation, even though they will lose a certain cost advantage, they will also increase the success rate of opening a position.

Therefore, he did not feel any regret for not being able to intervene in the market of 'Qianzhou Moutai' and the liquor sector at the first opportunity.

"But 'Qianzhou Moutai' has rebounded from the bottom of this round, and the increase is almost 20%." Hearing Song Shaopu's words, Jia Yongxiang seemed quite hesitant at this time. "If we follow the trend and intervene at this time, it is very likely that we will buy near the short-term high point. From the fundamental point of view... the expected change in the liquor industry should still take time to react, and the feedback from the first quarter's performance can truly seriously change the logic of the industry's fundamentals." "Stock prices always precede expectations." Song Shaopu said, "Continuous market and capital movements cannot but attract attention. Moreover, according to various news and industry research reports, the fundamentals of the liquor industry are indeed gradually getting better and better. Moreover... 'Qianzhou Moutai', with a PE valuation of more than ten times, has a very high safety margin when the market liquidity crisis is temporarily resolved and the Shanghai Composite Index is close to 2600 points."

"But before that..." Jia Yongxiang wanted to say something.

Song Shaopu smiled, but interrupted him, and continued: "Before, I thought we could wait because the alarm of the market liquidity crisis was still there. Now... looking at the current market volume changes, off-market funds have entered the market on a large scale to buy the bottom, and the current position of the Shanghai Composite Index is almost 100 points lower than last week, plus the recent regulatory authorities have continuously released positive news to the market.

It can be basically judged that this should be the relative low point of this round of stock market crash, as well as the medium- and short-term low point of the market.

In this case, our strategy should naturally change in due time, from a conservative strategy to a relatively offensive strategy."

"Okay!" After listening to Song Shaopu's words, Jia Yongxiang nodded.

He immediately turned his gaze back and instructed a group of traders to follow the relevant instructions and trading strategies, and increase holdings and follow up on core blue-chip blue-chip stocks with good weights, such as 'Qianzhou Moutai, Wuliangye, Luzhou Laojiao...', which are currently trending smoothly and have attracted relatively high attention from large funds.

When his order was just issued, the traders had not yet had time to place their orders.

At this time, the stock price of "Qianzhou Moutai" has broken through the price of 235 yuan, with a daily increase of 7%, and the intraday trading volume has exceeded the 30 billion mark, which is almost double the volume of the previous trading day in the same period.

At the same time, Su Yi focused on "Qianzhou Moutai".

As for the 'baijiu' sector, core baijiu brand stocks such as 'Wuliangye, Luzhou Laojiao, Jincheng Fenjiu, Yanghe Shares...' have all hit new intraday highs and recovered from the losses during the 'stock market crash 3.0'.

The entire 'Hua Yi Expedition No. 1' fund product focuses on other core leading stocks.

Stocks such as 'Anhui Conch Cement, Oriental Yuhong, Lixun Precision, Tianqi Lithium, Do-Fluoride...' have also set new intraday highs, and have staged a vigorous counterattack with rapid and continuous explosive volume.

Among them, the stock "Dofluoro" has received relatively high market attention and has been discussed relatively hotly.

It is also under the full force of various follow-up funds, especially the follow-up hot money.

The daily price limit has been reached, triggering a frenzy among on- and off-market fund groups to chase and buy the main line of the 'new energy industry chain', especially the core weighted stocks related to the 'lithium battery' sector, as well as the leading concept stocks.

"What the hell, what the hell... What a reversal!"

When 'Dofluoro', the core leading stock of the 'lithium battery' main line, hit the daily limit, at the same time, the main sectors and concept theme sectors such as 'consumer electronics', 'Apple industrial chain', 'liquor sector', 'big financial main line', 'real estate industrial chain', 'steel', 'cement', 'building materials', etc., all showed a rapid counterattack and an explosive trend of full-speed surge in volume.

In the main hot money group of 'Magic City Super Short Gang' where Su Yi was, Xu Qiao couldn't help but let out a cry of surprise.

"The panic selling has been released, bargain hunting funds have entered the market in large numbers, and the market volume has expanded rapidly..." Lao Zhang continued, "From all the signs, this is indeed the position where this round of stock market crash has ended. In addition, from the perspective of time and space, there is already an adjustment space of almost 3600 points from 2638 points to 1000 points. Even if the expectations are pessimistic, the reaction has been completed. Damn it, enter the market to bargain hunt, bargain hunt..."

Having said that, Lao Zhang poured out the funds in his account without waiting for anyone to respond.

Large-scale investment has begun in the main sectors of 'lithium batteries', which have strong expectations and good performance, as well as 'consumer electronics' and 'real estate industry chain'.

"This position should be almost the bottom." Old Wu also agreed.

At the same time, he also began to increase his holdings and follow up.

"I can't say whether it will hit a new low later, but looking at the market trend and the volume feedback, today's 2638 point should be the bottom of the short-term and medium-term, which can be confirmed." Brother Chen also said at this time, "and the funds in the market have finally formed a joint force for the first time at this position."

"Which sector does Brother Chen think is promising?" Xu Qiao asked.

Brother Chen pondered for a moment and said, "In terms of expectations and certainty, the 'lithium battery' sector is definitely the most promising."

"Haha... I think so too." Xu Qiao said, "Just go for the leader of the next wave."

As he said this, he poured the tens of millions of dollars of funds in his hand into the trading board of Ganfeng Lithium, forcefully pulling up the stock and aiming to close the board.

At this moment, there are many speculators in the circle who have the same idea as him.

So, in the closing stage of the two markets.

The market's rebound trend is becoming more and more fierce.

After the price of 'Duo-Fluoride' hit the daily limit...

At 2:36, "Tianqi Lithium" and "Ganfeng Lithium" hit the daily limit.

At 2:41, a number of relatively popular "lithium battery" concept stocks, including "Tianci Materials", "Penghui Energy", "Dangsheng Technology", "Zhonghe Shares", etc., all hit the daily limit.

At 2:43, active funds overflowing from the 'lithium battery' main sector began to attack other main concept hot stocks.

At 2:45, 'Oriental Yuhong' hit the daily limit, and detonated the 'building materials' sector.

At 2:47, the 'liquor' sector was in full swing, with core stocks such as 'Qianzhou Moutai', 'Wuliangye', 'Luzhou Laojiao', etc., all rising by more than 8%.

Moreover, as the closing time progresses.

The market's bullish sentiment and the enthusiasm of funds to follow up and buy at the bottom continue to soar.

At this time, in order to grab more chips on the market, Su Yi looked at all the sell orders above "Qianzhou Moutai" up to the daily limit.

Directly placed 10 consecutive large buy orders at the market price of lots.

Along with his order, a huge amount of buying funds totaling more than 20 billion yuan, like a thunder in the sky, hit the trading board of "Qianzhou Moutai".

It only took a brief moment.

This buying order of more than 20 billion, like a divine force descending from the sky, swept away all the sell orders on the "Qianzhou Moutai" market and pushed its stock price to the daily limit.

On the trading board, a total of 7 sell orders were all eaten up.

When the vast and huge amount of funds, with an extremely powerful attitude, instantly closed the 'Qianzhou Moutai', a bottom-fishing large-cap stock with a market value of more than 2000 billion yuan.

When everyone saw that this market's 'stock king' hit the daily limit again after several years.

In the entire market, all investor groups, including institutions, hot money, big investors, and retail investors, were all stunned in an instant.

(End of this chapter)