207: The leveraged bull market has left domestic investors bewildered, prompting foreign investors to step in!

Small speculative stocks like Lanshi Heavy Equipment always appear once or twice in every major bull market.

Fortunately, its emergence does not affect the strategies of large funds.

Or rather, it is precisely the existence of such small stocks that attracts wave after wave of leeks dreaming of getting rich.

They all hope to be the one who rides Lanshi Heavy Equipment from beginning to end.

But unfortunately, this type of stock is not for everyone to get on board with.

At the very least, for the first dozen or so consecutive limit-up boards, without an extremely powerful channel, it's impossible to buy in.

Wang Lin was too lazy to buy because even with a channel, he could only acquire a small number of shares, which was insignificant.

The most important thing was to acquire as many chips as possible on the day it opened its board.

In Stock Picking Bar, a place known for gathering the most short-term traders,

Someone must have bought Lanshi Heavy Equipment!

This kind of stock with over ten consecutive limit-up boards is nothing!

It's only the first day it opened its board, many people will go and buy it.

"Brothers, I feel like Lanshi Heavy Equipment has something going on; its stock price hasn't even exceeded 10 yuan, I feel like it can continue to rise!"

"I understand why you flocked to new speculative stocks like Lanshi Heavy Equipment when the overall market index was bad, but now that the overall market index has soared, why are you still holding onto such speculative stocks?"

"You don't understand anything, these speculative stocks all have their own intrinsic logic!"

On Stock Picking Bar, there were many discussions about Lanshi Heavy Equipment.

However, this kind of thing has always been a game for the brave.

Retail Investors and small Hot Money players are all playing with those small speculative stocks.

Large Hot Money, Institutions, and foreign capital are playing with large-cap stocks!

A bull market can accommodate all voices!

.

Actually,

Before this major bull market began,

Institutions originally only wanted to raise the valuation of the A-share market to attract Shanghai-Hong Kong Stock Connect to take over.

But now it seems, it unexpectedly created a wealth effect, coupled with China's rapid development in recent years and excellent investment ratios, leading foreign capital to also secretly enter the market early through other channels.

What's more, this terrifying wealth effect has driven on-market funds to operate with leverage.

Simply put, once a bull market arrives, everyone's risk appetite increases.

After all, no one wants to just watch this major bull market pass by.

Even if this major bull market is still uncertain whether it's real.

Inside Huaxia Fund.

Sun Aiquan, who was once again strutting around, became active after seeing this major bull market.

Originally, after the news of Shanghai-Hong Kong Stock Connect emerged, Brokerage Firms' stocks would indeed surge for a wave, but then they should follow a volatile upward trend.

This is the most conventional trajectory.

However, Brokerage Firms' stocks are currently continuing to surge aggressively.

Positive news has also emerged.

This left Sun Aiquan somewhat shocked, yet he also wanted to further solidify his position!

These past few days at Huaxia Fund, he could be said to be the boss, second only to the owner.

Controlling tens of billions of Brokerage Firms' stocks, he would wake up almost every day to several hundred million yuan in his account.

This also led to Huaxia Fund attracting many new funds during this period.

All of these were brought in by Sun Aiquan.

Besides Huaxia Fund,

Most other domestic Institutions shared similar thoughts.

They originally only wanted to make a small profit, but as the overall market index progressed, it seemed to be turning into a bull market?!

Sometimes, opportunity is just like that...Inside Junlin Finance.

They have also clearly felt the market's heat during this period.

Li Yuanyuan looked at the documents in her hand and asked Wang Lin, "Brother Lin, the market funds are very active right now!"

"According to our risk control department's alert, the balance of margin trading and short selling in the stock market has been continuously increasing recently, which may pose some risks!"

Wang Lin smiled and shook his head, saying, "It's fine, continue to monitor. This bull market is different from previous ones; the more margin trading and short selling there is, the more beneficial it is for the current stock market!"

Overseas.

Financial giants, led by Wall Street,

After learning that the A-share market had finally opened its doors and foreign capital could flow into A-shares through Shanghai-Hong Kong Stock Connect,

They also quickly formulated plans!

At JPMorgan Chase, several investment research analysts submitted their predictions and operational logic for the future development of the A-share market.

The head of the Morgan direct line, a big shot, looked at the streamlined report and casually scanned it.

"The core objective is to anchor the current main theme in China and concentrate funds for aggressive investment!"

"According to the currently collected data, China is about to enter a major bull market for three reasons. First: the implementation of Shanghai-Hong Kong Stock Connect, which is also the direct cause of the recent surge in the A-share market!"

"Second: the prelude to lowering first-home loan interest rates, which will inevitably lead to interest rate cuts later, with a probability of over 90%!"

"Third: the expectation of A-share market low valuation repair!"

"Therefore, the primary target is Brokerage Firms' stocks. As the 'shovel sellers' of this anticipated bull market, Brokerage Firms' stocks are the most direct beneficiaries, and most Brokerage Firms are currently at super low positions, with P/E ratios generally below 14 times, and a repair expectation of 99%!"

"Even if Brokerage Firms' stocks have already doubled, after a correction, they can still be heavily invested in!"

"The second target is China's state-owned enterprises big-ticket infrastructure. This is also related to China's top-level strategy. As a stock market dominated by official will, we cannot use our Beautiful Country's methods. As they say in China, it's 'adapting to local conditions'!"

"China Railway, China Railway Construction, China Communications Construction, and other big-ticket infrastructure stocks all have P/B ratios below 1. If this is truly a bull market, then these stocks are simply like picking up money!"

"The third target is internet finance stocks in the A-share market. The principle is to replicate the scene when our Beautiful Country's major bull market started, telling stories and building expectations!"

"However, most of these types of stocks in the A-share market are junk, so the strategy for this third target is quick in and quick out!"

Looking at this plan, Morgan Ored nodded with a smile: "Alright, let's proceed with this plan for now. This mysterious Eastern great nation will soon have a company called Ali Baba coming for an IPO. I heard it's going to be the largest IPO in the history of our Beautiful Country? It seems we really can't underestimate them!"

"Then let's take out several tens of billions of US dollars and test the waters!"