Rebirth of the investment era

"Although the market's sentiment to accept and follow the trend is not bad, it is quite difficult for the index to continue to break through." Qin Qiuyue took over Zhou Hui's words and continued, "As for the 'military industry' line, today's trend is indeed a bit independent. Compared with the broader market, it has led the market trend, but the same...sustainability needs to be observed."

Zhou Hui nodded in response, thought for a while, and continued: "In any case, the bottom support of 2200 points should be established. Even if the index cannot continue to break upward, the risk of a sharp decline is basically locked. At the same time...as long as the money-making effect of the market continues, eager hot money, retail investors, and major institutions continue to enter, and as long as there are incremental funds in the market, the market will break through again sooner or later after a period of rest. of."

"And the 'military industry' line..."

Zhou Hui thought carefully for a while, smiled, and then said: "Since it rebounded after hitting the bottom, it has become stronger and stronger, and the net inflow of funds has also shown a continuous expansion. This shows the hype logic of this line. , or in other words, the expected logic of the future should be increasingly recognized by various funds in the market.”

"Look at the active buying intensity of market funds in a series of military industry stocks such as China Airlines and Hangfa..." Qin Qiuyue responded, "Maybe there are some relatively significant potential benefits in the military industry sector. .”

If according to Zhou Hui's analysis, there is no potential major positive direct stimulus.

As the logic of speculation is gradually recognized by the market investor group, the market should develop slowly, and there will not be such an obvious trend that goes against the trend and is independent of the broader market.

And based on past experience...

Market trends such as this are mostly supported by potential benefits. After all, judging from the current performance of the 'military industry' line, the traces of various funds building positions on the market and the actions of rushing to raise funds and chasing are all too obvious. Basically, they are increasing their positions rapidly without any concealment.

"Yeah!" Zhou Hui nodded, "And this kind of potential benefit is probably in the two main conceptual areas of 'military industry enterprise reform' and 'domestic large aircraft'? Mr. Qin feels...the core hype logic ,What could it be?"

Facing Zhou Hui's question, Qin Qiuyue pondered for a while and responded: "It's still hard to see the core hype logic of the 'military industry' line, but the market direction of this line should be correct. Let's Without the support of information channels, some internal core information cannot be obtained immediately, so we can only interpret it based on changes in market trends. Xiaohui... continue to increase the chips in the 'military industry' line, and let us The fund’s positions are full.”

"Especially on the 'military industry' line, there are a series of stocks related to 'China Airlines' and 'Aviation Development' that have performed very well. I still stick to my original point of view. I think... there should be a wave here that will last for a long time. And it can be done in a market with a lot of room for speculation.”

"Furthermore, I have a hunch that it won't be too far before the market breaks out on a large scale in this direction."

The continuous changes in the "Military Industry" line in recent days cannot be explained simply by the reason that the "Yuhang Department" funds actively opened positions to guide the market.

It can continue to be so strong and the main capital inflow is so rapid.

It can only be shown that the main funds of the 'Yu Hang Department' are not the only ones who are firmly optimistic about the market trend of this main line.

"Okay!" This time, Zhou Hui responded quickly without any objection in the relatively obvious trend of the market, and then quickly issued an active buying order to the traders in the trading room to increase their positions.

And just when the two of them were simply analyzing the market and adjusting their trading strategies in a timely manner...

At the same time in the Shenzhen Stock Exchange, Pingyin Asset Management Department and the main fund trading room, fund manager Chen Shen also looked at the 'military industry' industry sector that was still rising against the trend, and the market performance in the concept sector, and in After observing for a while, he turned to Liu Ziliang, general manager of the asset management department, and asked: "Mr. Liu, is this news... accurate?"

Liu Ziliang also stared closely at the market performance of a series of related industry sectors and concept sectors of the 'military industry' in the two cities, and casually replied: "Since 'Huaguo Petrochemical' kicked off the reform of state-owned enterprises and the reorganization of central enterprises, the restructuring of military industry enterprises has , the news of reform has been spreading, it shouldn’t be false.”

"Accelerating the listing of assets of military industry enterprises, deepening and increasing the asset securitization of military industry enterprises, and the mergers and acquisitions and reorganization of related similar business enterprises... Are these news true?" Chen Shen continued with some doubts, "If there is a clear statement. , then the 'military industry' line, supported by these conceptual stories, is really promising!"

Liu Ziliang responded: "The country is indeed serious about the rectification and reform of the military and military industrial enterprises. There is no doubt about this. It is just the specific routes and measures that no one can say clearly at the moment. But the 'domestic large aircraft' project, It is definitely going to be carried out, and there should be nothing wrong with this story line, as well as aerospace, Beidou navigation in the 4G era... these projects."

"That's enough!" Chen Shen said with a smile on his face, the light in his eyes getting brighter and brighter, "Hazy expectations are the most attractive."

"The military industry line..."

“There is a natural layer of mystery surrounding information disclosure, and it is precisely because of this layer of mystery that there is no market standard for its valuation.”

"In other words, this industry field has natural market speculation conditions!"

"As long as there is strong expected logic and new stories to tell, and at the same time there is the cooperation of the general environment and the support of large macro policies, it will be easy to speculate on the market."

"No wonder the 'Yu Hang Group' funds, in addition to deploying in the field of 'large infrastructure', also focus on the 'military industry' line. It turns out that the logic is this... Looking at today's market trend performance, I am afraid that the news we have received is , many internal investment institutions of the state-owned assets department have obtained it.”

Liu Ziliang nodded slightly and said: "This is normal. There is no strong force in the world that is airtight. Moreover, the leaders have not mentioned the reform measures and macro policy directions in this direction once or twice. It's just that the market sentiment was too bad before. At the same time, there are no more clear policies and specific measures, so the market of this line has not been hyped up, but this time is different, I heard that the intensity should be quite strong."

"Yeah!" Chen Shen nodded, "The 'military industry' line has not experienced a sustained market trend for a long time. The expectations of retail investors in the market for this line are quite poor. Coupled with the continued good news today, With support from the macro policy direction, as well as the expected future advancement of 'rapid securitization of military industry enterprise assets', the basic hype logic for this line has been fully developed, and it is time for vigorous participation."

"What are you going to do?" Liu Ziliang asked with a smile after hearing Chen Shen's words.

Chen Shen responded: "Since the opportunity has come before us, there is no reason for us to let it go. I plan to go all out and adjust the fund's focus positions to the 'military industry' line."

"Actually, compared to the entire market..."

"Once the 'military industry' line breaks out, both the room for speculation and the flexibility of the market will be the best in the entire market."

"After all, this line has been devastated by the market round after round in the early stage."

"At this stage, the chip structure in the field is quite clean."

"Except for the large-scale 'Yu Hang Group' funds that have been bargain hunting and building positions in the past two days, there should not be many large-scale main funds lurking in the entire main line area. Most of them are retail investors' holding chips, and just These locked-in chips were severely cleaned up when the Shanghai Stock Index broke through the 2200-point support line, washing away all the unstable chips that could be determined to cut off positions and stop losses."

"Under such a situation..."

"Even if there are some major funds and other major institutions with state-owned assets background, they have also received some clear information and have set their sights on the 'military industry' line. According to the timeline, at this moment they have not followed up on many positions and have not obtained any How many quality bottom chips.”

"In other words, except for the funds from the 'Yu Hang Group', the holding costs of other newly entered funds are similar, and no one can restrict anyone else."

"Okay!" Hearing Chen Shen's analysis, Liu Ziliang nodded, "Then do what you want. Overall, the current position of the 'military industry' line is indeed not high. Even if we made a mistake in judgment, the follow-up This line has not been able to break out of the sustained market, and the loss should not be too great."

The Shanghai Stock Index has stood above 2200 points for three consecutive days, and the external market trends have been quite bad for these three days. This is enough to prove the support effect of the Shanghai Stock Index at 2200 points, and the current index distance has been proved by the market trend. The bottom support position is only 60 points.

In other words, regardless of the independent market conditions of the sector, in terms of the overall market conditions, this is also a pure bottom area.

In the extreme case...

Even if the market repeats the sustained unilateral downward trend before the holiday and once again falls to the lowest point of this round of adjustment, their losses due to wrong decisions will not be large. Compared with the current relatively clear investment opportunities, the future The expected profit margin and the risk of loss appear to be completely bearable.

Generally speaking, after the two people discussed comprehensive channel information.

Both of them believe that adjusting fund positions and taking a heavy position in core stocks in the 'military industry' sector while the index is still in a relatively low range is an extremely cost-effective investment choice.

Hearing Liu Ziliang's clear response, the light in Chen Shen's eyes became brighter.

He nodded heavily, responded briefly to Liu Ziliang, and then without hesitation, quickly turned to the assistant fund manager and the leaders of each trading group behind him to issue relevant trading instructions.

And as his trading order was issued...

Half a minute later, tens of millions of funds flowed from the fund account he managed into a number of core stocks in the market's main line of "military industry". Then, almost instantly, stocks such as Huaguo Heavy Industry and China Airlines Mechanical and Electrical, Huahang Optoelectronics, Aviation Power, Great Wall of China, Aviation Technology... a number of stocks showed a straight-line upward trend, and the time-sharing trading volume on the market increased rapidly.

Immediately afterwards, at 9:52, when the Shanghai Stock Index had slowly fallen back to the flat plate at 2264 points, the 'Military Industry' industry sector index, as well as 'Domestic Large Aircraft', 'Aerospace', 'Beidou Navigation', ' A series of related "military industry" concept sector indexes, such as "state-owned enterprise reform", "central enterprise reorganization", "military-civilian integration", etc., continued to buck the trend and strengthened. With many funds rushing to raise money and following the trend, they even hit a new intraday high.

Among them, the ‘military industry’ industry sector index, as well as the three major concept sector indexes of ‘domestic large aircraft’, ‘aerospace’ and ‘Beidou Navigation’, have exceeded the 2% increase mark at this moment.

At 9:55, following the "Hongdu Aviation" three-list "military industry" concept stock that naturally changed hands, the check "Aerospace Rainbow" also suddenly appeared, and was directly pushed up to the daily limit by the continuous large orders of 10,000 hands, becoming The 'Military Industry' industry sector was the second stock to naturally change hands and hit the daily limit.

At 9:58, driven by the "Aerospace Rainbow" check, the "Military Industry" industry sector index rose by more than 5%. At the same time, the Shanghai Stock Index returned to above 2265 points, continuing to maintain a red plate shock pattern.

At 10:02, the net inflow of large funds in the ‘military industry’ sector expanded to more than 300 million.

At 10:05, the 'military industry'-related industry sectors and concept sectors led the gains in both markets, becoming the main line of market conditions with the highest popularity in the entire market and the most concerned by the majority of retail investors, completely replacing the previous 'big infrastructure' market Market leadership.

At 10:10, the increase in the 'Military Industry' industry sector index exceeded the 2% mark, and the net inflow of funds reached 300 million. The inflow of funds showed signs of rapid expansion and rapid growth.

At 10:15, the core component stock "Aviation Technology" in the field of "military industry" hit the daily limit, and the core large-cap stock "Huaguo Heavy Industry" rose by more than 5%. Active funds in the two cities continued to flow into this main line field, and this main line There is a rapid upward trend of accelerating pullback.

At 10:20, the increase in the 'Military Industry' industry sector index exceeded 5%. Among all industry sectors in the two cities, the increase was unparalleled. At this time, investor groups, both inside and outside the entire market, Discussions on the 'military industry' line have also skyrocketed.

At 10:30, the market spent an hour in the session and entered the second hour of the trading session. Under the comprehensive explosion of the main market line of 'military industry', the Shanghai Stock Index set a new intraday high and reached again. Near the 2270 point, at the same time, the market's profit-making effect and investment sentiment, with the Shanghai stock index fluctuating higher and the "military industry" market breaking out, also gradually moved higher and further fully recovered.

"Damn it, boss, the trend of the 'military industry' line after the opening today was really unexpected, it's so strong!"

Faced with the market pattern that has already been formed in the market, and the main line market trend of 'military industry' that has shown a full-scale explosion, at this moment, within Yuhang and Yuhang Investment Company, Wang Can, who has been carefully observing the market, clicked his tongue. Mouth, couldn't help but exclaimed.

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