Su Yu and Li Meng stopped talking, and both turned their attention to the computer interface, closely watching the trends of several core stocks of the "Shanghai Free Trade Zone" such as Shanghai Stock Exchange, Waigaoqiao, and Shanghai Hong Kong Group.

Observing the overall call auction opening conditions of the two cities, I made mental predictions.

I saw in the eyes of the two people...

Waigaoqiao's stock price jumped from the closing price before the suspension, which was 14.36 yuan, to 15.79 yuan in an instant, an increase of 10%, with more than 900,000 orders closed at the daily limit; the stock price of Shanghai Stock Exchange jumped from yesterday's closing price of 19.23 yuan to 15.79 yuan in an instant.

19.90 yuan, an increase of 3.51%; while the Shanghai-Hong Kong Group opened slightly higher by 1.01%; other relatively core stocks such as Pudong Jinqiao, Lujiazui, Jinjiang Investment, and Shanghai Sanmao opened higher by 0.3% to 1%.

Among them, it is relatively weaker.

"960,000 initial closing orders, are you crazy, these people?"

When Li Meng saw Waigaoqiao's initial closing orders, he was extremely shocked: "It's over a billion. When did the market become so rich? When did there be such a large amount of incremental funds?"

"It's really an exaggeration." Su Yu looked at the close to 1 million yuan bill and said, "Who said the market is short of money? What is lacking is the money-making effect and confidence. Looking at the scene of various funds rushing to raise funds in Waigaoqiao, it proves

As long as the market is heated up and the money-making effect continues, incremental funds will not be a problem at all. Confidence is more expensive than gold!"

"With so many daily limit buy orders, we can't buy any chips on the market!" Li Meng said, "It's really a waste of money."

Su Yu smiled and said: "Don't worry, everyone will cancel the order after knowing clearly that they can't buy the chips."

"At the same time, so many pending orders also prove that it is a good thing."

"After all, these funds that closed Waigaoqiao are all active funds in the market. When they clearly know that they cannot buy chips and withdraw orders on a large scale, the spillover effect of their funds will affect other stocks and sectors.

"

"I hope so!" Li Meng nodded.

Then, as the two of them were shocked, time continued to move forward.

9:16, 9:17, 9:18...

When funds from all walks of life saw the terrifying daily limit order on the Waigaoqiao market, they recovered from the shock, and their inner expectations for this stock, and even their expectations for the main line of speculation about the 'Shanghai Free Trade Zone'

Spatial expectations were changing in an instant, so... many funds, after knowing that they could not buy Waigaoqiao chips, began to quickly withdraw their orders and joined the Shanghai Stock Exchange, a leading speculation company that can still trade normally.

The stock buying army is in full swing.

And with the sudden shift in expectations and the massive spillover of funds.

After the first two or three minutes, a number of core concept stocks such as 'Shanghai Materials Trading, Shanghai-Hong Kong Group, Pudong Jinqiao, Shanghai Sanmao, Jinjiang Investment' all received a large amount of capital buying, and their call auction trends , under the attack of these buying orders, it quickly moved higher.

Finally, at 9:20, the real collective bidding session arrived.

Waigaoqiao's daily limit orders have dropped sharply from more than 900,000 lots to more than 500,000 lots; the increase in Shanghai's material trade has increased from more than 3 points at the beginning to more than 5 points; Hong Kong Group, Shanghai Sanmao and many other concept stocks have further increased their gains to between 1.2% and 2.5%.

Of course, as these stocks continue to move strongly...

The day before yesterday, the GEM 'Pan Mobile Internet' concept sector, which performed strongly yesterday, and its core popular stocks, were no longer strong in the call auction, but weakened step by step, showing signs of ebbing funds. At the same time, some stocks on the main board Oversold stocks that rebounded sharply in the past two days also performed relatively weak in the call auction today.

It seems as if overnight, the market has returned to its previous rhythm.

9:21, 9:22, 9:23...

As time continues to pass, the core concept stocks related to the "Shanghai Free Trade Zone" have been further attacked by funds, and the related core industry sectors, such as the three core industry sectors of "real estate, logistics, and ports" have also The overall sector has received strong attention from funds, and the overall sector's growth has increased step by step as the call auction time progressed, becoming the leading sector in the overall market conditions of the two cities.

Finally, at 9:25, the collective bidding in the two cities ended.

Waigaoqiao's closing orders were fixed at 523,000 lots. During the entire collective bidding stage, 15 lots of chips were traded, which was exactly the same as the trend on the first day of the IPO of new stocks at the peak of the market; the Shanghai Stock Exchange finally opened 5.75% higher The stock price was fixed at 20.33 yuan, crossing the 20 yuan mark without any hindrance. During the entire collective bidding stage, 28,500 lots were traded, with a turnover of more than 50 million. Compared with the trading volume when the market opened yesterday, it must be It has shrunk several times; the Shanghai-Hong Kong Group opened 2.1% higher, with a trading volume of more than 50,000 lots, but the trading volume was much lower than that of the Shanghai Stock Exchange. This proves that the various institutions that entered the market yesterday did not intend to exit.

As for the core stocks of Lujiazui, Pudong Jinqiao, Jinjiang Investment, and Shanghai Sanmao.

The opening situation is much weaker than that of Waigaoqiao, Shanghai Stock Exchange, and Shanghai-Hong Kong Group. The volume has not been enlarged much, and the increase has not shown too much strength.

Overall……

These were originally called the first-tier core concept stocks of the "Shanghai Free Trade Zone" when the positive news was announced.

At this moment, it has clearly been divided into multiple levels by funds.

Seeing such an opening scene, Su Yu knew that the checks of "Lujiazui, Pudong Jinqiao, Jinjiang Investment, and Shanghai Sanmao" had not been fully recognized by the funds, and they had obviously fallen behind, and they would probably not get the focus of the funds in the future. Pay attention, it is difficult to follow the three checks of "Waigaoqiao, Shanghai Stock Exchange, and Shanghai-Hong Kong Group" and speculate further together.

After all, the main trend of the "Shanghai Free Trade Zone" continues to develop in depth.

Then, in the direction of speculation, various funds will be more stringent in the detailed selection of this line and the profit and loss ratio.

In other words, the deeper the market goes, the more funds will converge towards the most core leaders, or... choose fringe concept stocks that have not yet been hyped, as well as brand-new concepts that are newly related to the "Shanghai Free Trade Zone"

Stocks are speculated at low prices. After all, in this way, funds can maximize the profit and loss ratio and eliminate the risk of losing money by taking orders at high prices.

And checks like ‘Lujiazui, Pudong Jinqiao, Jinjiang Investment, Shanghai Sanmao’.

Although it can be regarded as a core concept stock in the "Shanghai Free Trade Zone" line, its logical hardness and future direct positive impact on performance imagination are obviously not as good as those of Shanghai-Hong Kong Group, Shanghai Stock Exchange and Waigaoqiao

, and the overall hype increase of these checks is currently significantly higher than other similar concept stocks.

This means that these checks are in the eyes of the main funds that are speculating in the current market.

It is no longer cost-effective.

In fact, just as Su Yu predicted...

At 9:30, after the two cities officially started trading, Shanghai Materials Trading and Shanghai-Hong Kong Group still received a large number of active and large funds. The trading was extremely active, and those who performed well in the collective bidding were

Lujiazui, Pudong Jinqiao, Jinjiang Investment, and the Shanghai Stock Exchange's 30-40 check surged slightly at the beginning of the market and then quickly fell back. The selling was severe and the buying orders were insufficient. In less than ten minutes, they fell into decline again.

in the state.

At the same time, in addition to Shanghai Materials Trading and Shanghai-Hong Kong Group, which are still performing strongly...

Among the two cities, the core stocks with good performance in the industry sectors represented by Shanghai Materials Trading, Shanghai-Hong Kong Group, and Waigaoqiao, ports, logistics, and real estate sectors have moderate stocks and are at low prices, which are suitable for speculation by active funds in the market.

Concept stocks have also received a lot of attention from various funds and continue to strengthen.

Of course, except in this direction.

Market funds also avoid all the 'Shanghai Free Trade Zone' concept stocks that are not logical enough and have been subject to a wave of capital speculation in the early stage, and instead turn to low-level and marginal concept stocks that have not been hyped before, and are newly related.

New concept stocks, as well as potential 'free trade zone' core concept stocks in areas such as Yuzhou and Tianjin.

Especially some stocks that were specifically related to the "Shanghai Free Trade Zone" in a series of announcements last night.

For example, if the company is planning to transfer its core business from Shenzhen to Shanghai, and is planning to develop the second phase of the supply chain project in Yangshan Port, complete land acquisition in this area, and plans to establish Yiyatong, a listed company for warehousing and logistics in this area.

For example, Sunflower plans to invest 500 million yuan in Waigaoqiao District, the core development area of ​​the "Shanghai Free Trade Zone", with its own funds to establish a logistics and trading subsidiary.

Such as rambling, preparing to establish a strategic cooperative relationship with Waigaoqiao Company and Pudong Jinqiao Company.

These "new concept" stocks that forcibly linked up with the "Shanghai Free Trade Zone" have become the new favorites of the market at this moment, facing violent attacks from various funds, and their stock prices have skyrocketed.

At 9:47, after a transaction of nearly RMB 500 million, the Shanghai Stock Exchange traded at a strong daily limit, achieving the first market opening after adjustment and hitting a new all-time high, reflecting yesterday's trend.

At 9:51, Yiyatong hit the daily limit, becoming the first "Shanghai Free Trade Zone" concept stock to hit the daily limit among the "new concept" stocks that have tied up the relationship.

At 10:17, the Shanghai-Hong Kong Group rose by more than 7%, and the turnover exceeded 1 billion again, indicating a significant increase in volume.

At 10:23, Haibo Shares, a fringe concept stock in the early stage, hit the daily limit of Oriental Ventures, becoming the new favorite of funds in this direction, attracting countless attention.

At 11:02, the stock of Yuzhou Development reached its daily limit, triggering the first shot of speculation about "free trade zones" in other regions.

Subsequently, until the end of midday trading, the whole "Shanghai Free Trade Zone" concept was the main line of speculation, and the number of individual stocks exceeded the daily limit, reaching ten.

It’s just the related concept stocks that rose today.

As well as its main direction of funding, it is significantly different from the areas that were speculated in the early stage.

As for the so-called "main line core areas" stocks that have received large-scale speculation and attacks in the past, today, except for the two hard-core logic stocks of Shanghai Stock Exchange and Shanghai-Hong Kong Group, they have not moved at all. They either fluctuated sideways or fluctuated sideways.

It is weak and oscillating, with no sign of heat at all.

Let there be many big funds still lurking in this field, as well as major institutions that are not willing to take out positions and take profits.

I was very surprised for a moment, and even more angry!
Chapter completed!