Rebirth of the Capital Legend

At 10:14, one minute after the stock of "Beijiang Communications Construction" hit the daily limit.

The three major sector indices of real estate development, building decoration, and building materials all rose by more than 1%. At the same time, a number of stocks including Huaxin Cement, Tianshan Cement, Shanghai Construction Group, Capital Group, China Metallurgical Group, Huaxin Building Materials, and Financial Street... saw unusual movements. Among them, the stock of Chongqing Development soared rapidly, and with a rapid follow-up trend, it jumped 10 points from near the flat position and directly reached the daily limit.

And at a time when several core sectors of large-scale infrastructure are quickly following suit.

Stocks such as Tianci Materials, Dofluoro, and Pioneer Intelligent, which are in the main areas of the new energy industry chain, are also rising rapidly, and their share price increases are rapidly expanding. Among them, the share price of Tianci Materials has increased from around 5% to around 7% in an instant.

At the same time, there is also the main line of the smartphone industry chain.

The share price of Changying Precision soared in an instant, surging to around 5%. At the time when Changying Precision soared, Goertek, Ofilm Technology, Xinwei Communication, Micro-Body, and even Lixun Precision, which have a strong correlation with its trend, were also in a rapid surge.

Similarly, the main areas of the emerging industrial chain that originally performed relatively weakly.

The declines in the film and television media, Internet software, and Internet application sector indices also narrowed rapidly, and even the film and television media sector index barely turned positive.

This is thanks to the rapid rise of the sector index.

The corresponding core concept leading stocks, including Huawen Online, Huawen Media, Guangdong Media, Huace Film & TV, Baofeng Technology, LeTV, Maruda Film & TV... and other stocks also broke out in a rapid rebound trend. Among them, Huawen Online rebounded more than 4 points in one minute, returning to above the flat position, showing a red market state, releasing a huge amount of panic stop-loss orders.

And in these sectors, these core hot stocks are being driven forward.

A number of small and medium-sized and micro-cap concept stocks in the two markets also produced a concentrated rebound trend at this moment.

Moreover, a large number of short-term funds and speculative main funds in the market are concentrated in these sectors and related concept leading stocks.

The Shenzhen Composite Index and the ChiNext Index, which had originally lagged behind the Shanghai Composite Index, also showed a rapid upward trend.

Even the declines in the CSI 500 Index and the QX 1000 Index narrowed in an instant, showing signs of a rapid recovery after the initial plunge.

At 10:15, the market of Beijiang Communications Construction showed a highly consistent expected trend, and the number of daily limit orders on the market soared to more than 40.

At the same time, the share price of Tianci Materials increased by more than 8%.

The trading volume of Changying Precision's stock hit a new intraday high, reaching a 6% increase.

At 10:16, the three core sector indices of real estate, building decoration, and building materials all rose by nearly 1.5%. Among them, in the cement concept sector, Tianshan Cement, which had a strong correlation with the trend of Beijiang Communications Construction in the early stage, saw its share price rise sharply. The increase in the market jumped from 3% one minute ago to 6%, and it seemed that it would hit the daily limit.

At 10:17, the Shanghai Composite Index continued to hover around the flat line, while the Shenzhen Composite Index and the ChiNext Index had already turned positive and risen.

At 10:18, the A50 index changed from the high opening at the beginning of the session to the current slightly downward trend.

At 10:19, Tianci Materials began to hit the daily limit.

At 10:20, the CSI 500 Index and the CSI 1000 Index both closed in the green, while the CSI 300 Index also closed in the green and rose.

At 10:21, the film and television media sector index expanded its growth to around 0.5%.

At 10:22, Huawen Online, a core concept leading stock in the film and television media sector and one of the market's monster stocks in the early stage, rose sharply again, with its share price soaring to nearly 5%, and simultaneously led to a rapid rebound in several related concept stocks such as Huawen Media, Huace Film and Television, and Guangdong Media.

At 10:23, after briefly hovering at the daily limit for a few minutes, Tianci Materials was completely blocked by concentrated large buying orders, and the stock price reached a recent high. At the same time as Tianci Materials hit the daily limit, Dofluoro, a strongly related stock, also saw a straight rise.

At 10:24, the share price of Dofluoro expanded to around 5%.

At 10:25, the lithium battery sector's market increase was close to 2%. The share prices of the two lithium giants, Tianqi Lithium and Ganfeng Lithium, also soared to nearly 4%, setting a new recent high. In addition, the main buying funds that continued to take over the long position continued to flow in an endless stream.

At 10:26, due to the strong rise of the lithium battery sector, the charging pile concept sector, as well as a number of related industry sectors of the new energy industry chain such as complete vehicles, auto parts, auto decoration, etc., were also affected at this moment, and there was a brief rebound trend. Among them, the core leading stock of the charging pile concept sector, Power Source, saw its share price soar by nearly 5 points in just one minute, and the increase in the market expanded to nearly 6%, still showing a strong upward trend.

At 10:27, when the lithium battery sector was moving rapidly, the Apple concept sector in the main field of the smartphone industry chain also moved synchronously, and the market increase also rebounded rapidly from about 1.5% to around 2%, competing with the lithium battery sector for the leading position in the concept sectors of the two markets.

At 10:28, the Apple concept sector's market share increase began to surpass that of the lithium battery sector, becoming the leading concept theme sector in the two markets. At the same time, within the Apple concept sector, the market share increase of Changying Precision's stock also began to hit the daily limit, and the market share increase of a number of Apple concept core leading stocks such as Goertek, O-Film Technology, Xinwei Communication, and Lixun Precision also rose by more than 3%.

At 10:29, Changying Precision hit the daily limit.

At 10:30, the daily limit orders for Changying Precision stock quickly increased to more than 20 lots.

At 10:31, at the moment when Changying Precision closed the daily limit, the Apple concept sector index's market increase further rapidly expanded to 2.43%.

At 10:32, the stock of Shuobei suddenly soared to the daily limit and became the strongest follower stock of Changying Precision.

At 10:33, the liquor and white goods sector indices continued to decline.

At 10:34, the banking sector index's market trend changed from a slight rise to a clear and continuous slow decline. A large number of active capital groups gathered in the banking sector for risk aversion began to sell their bank stocks and poured into the market for layout of small and medium-sized and micro-cap growth stocks with greater elasticity and more active stock characteristics.

At 10:35, the electric power sector index also began to decline.

At 10:36, the stock prices of the two oil giants also gradually declined, and large amounts of active capital flows continued to flow out from the main weight sectors of the main board.

At 10:37, the risk aversion sentiment in the two markets had clearly declined.

At 10:38, Tianshan Cement's stock hit the daily limit, and the entire cement concept sector broke into the top three of the two markets' concept sector growth list.

At 10:39, the net inflow of main funds in the three core sectors of real estate, building decoration, and building materials, which are the core of large-scale infrastructure, reached 8.9 million.

At 10:40, various short-term active capital groups in the market further focused on the market's hot main areas.

At 10:41, the ChiNext Index rose by around 0.5%.

"I didn't expect the market to actually recover after a half-hour correction at the start of trading." After an hour of intense trading, the major indices and key market trends had seen a renewed bullish sentiment, and the profit-making effect had begun to expand. Xu Qiao, a member of the 'Magic City Ultra-Short Gang' of major speculators, stared at the market trends in both markets with a look of obvious surprise on his face. He smiled and said, "I originally thought the market would likely continue yesterday's correction, but I never expected... the profit-making effect to return. It seems... the driving effect of Beijiang Communications Construction's stock is truly remarkable, driving the entire market."

Hearing Xu Qiao's words, Lao Zhang in the group smiled and took over the conversation, saying, "Beijiang Communications Construction has indeed played a significant role in the market's reversal after 10 o'clock. The decisive limit-up of this stock has revitalized the market's short-term bullish sentiment, causing many active major capital groups in the market to refocus their attention and positions on short-term speculation."

"Yes!" Old Wu nodded, feeling delighted. He smiled and said, "I was thinking, 'Beijiang Communications Construction' has a high probability of breaking through and breaking through the five-day limit, right? Sure enough, it seems... this stock is indeed going to become a new monster stock in the entire major infrastructure sector."

Xu Qiao said, "Looking at this situation, this isn't just a hot stock in the core infrastructure sector, but a hot stock in the entire market. Today's trend of this stock isn't just driving the core infrastructure sector, but the entire market."

"Indeed," Lao Zhang responded. "The rapid rebound in the major stocks basically occurred after Beijiang Communications Construction's stock hit its daily limit. Before Beijiang Communications Construction's stock hit its daily limit, the market had actually had quite a few concerns about the market trends of the major stocks today. However, this stock's daily limit quickly dispelled the concerns of various capital groups within the market about today's market trends."

"When Beijiang Communications Construction's stock became the focal point of market sentiment, and the most consistently high-flying stock among the current hot concept stocks..." Xu Qiao said, "this stock has become the emotional focus of market trends, right?"

Old Zhang nodded and said, "Of course it is. The fact that this stock was able to hit the daily limit today, breaking through its five-day winning streak, is primarily due to the infrastructure sector. The sentiment today is strong, and… there's also a lot of turnover, so there's not much pressure to continue hitting the daily limit."

"That's true," Old Wu nodded, adding, "In today's Hong Kong stock market, a number of domestic real estate stocks are still trading strongly, and it seems that foreign institutions are very confident and determined to increase their holdings in the real estate industry chain. To a certain extent, this has also stimulated the trend of large-scale infrastructure projects in the mainland market, causing most short-term investors to change their expectations for the performance of Beijiang Communications Construction."

"Fortunately, the Hong Kong stock market stabilized today," Xu Qiao said. "Otherwise, the A-share market trend today would have been quite dangerous."

"Not necessarily." Brother Chen, who had been observing the market trends without saying anything, responded at this time, "Even if there are some problems with the Hong Kong stock market today, based on the market trend structure of the A-share market itself, there won't be much risk of a correction today.

Because of yesterday's market trend adjustment.

Since the good news was released last Friday, a large number of short-term profit-making funds that rushed into the market for speculation have almost exited, which means that the internal chip structure has actually basically stabilized.

In this situation, as long as there is no major negative impact on the news.

Therefore, the actual force of selling is very limited.

Of course, now, with the relatively positive performance of the Hong Kong stock market, stimulated by the major infrastructure projects and the stock of Beijiang Communications Construction, the market's short-term speculation sentiment has been reactivated, causing the market to quickly return to a bullish atmosphere, which is naturally the best trend."

"Yeah." Lao Zhang nodded. "Anyway, going up is better than going down."

"Brother Chen..." Xu Qiao asked, "Did you buy Beijiang Communications Construction's stock the moment it hit the daily limit? Judging from the stock's trend, this buying point should be relatively certain, which also meets your buying point setting for the leading stock."

Brother Chen smiled and said, "The consensus expectation is still a bit too strong. I only placed an order to buy 1000 million yuan, and I was unable to complete the transaction later."

"It's great to be able to buy 1000 million chips," said Old Wu. "I placed my first order for 500 million. It was too late to place more orders later. Fortunately, I later turned around and bought Tianci Materials stock, so I didn't miss out on today's rapid reversal of sentiment."

"Old Wu, your hand speed is quite good," Old Zhang praised. "I saw Beijiang Communications Construction's stock hit the daily limit, so I placed an order in an instant. As a result, it hasn't been executed yet. Seeing that Beijiang Communications Construction's stock is currently shrinking, I guess there will be no hope of a transaction by the closing. However, I also bought some shares of Tianci Materials. This lithium battery sector... With President Su's guidance, I feel that no matter what, it will not collapse so easily."

"It feels like Tianci Materials' stock isn't showing enough activity today," Xu Qiao said. "Looking at the timing of its limit-up, it seems like it's following the trend of Beijiang Communications Construction. However, the two stocks belong to different main sectors and have different core logics, which makes it a little unclear. Regardless, with Tianci Materials' limit-up today, as long as the overall short-term bullish sentiment in the market continues to pick up in subsequent trading, there's a high probability that this stock will still have a high premium tomorrow."