Rebirth of the investment era

Due to the decline in time-sharing energy again, the strong ChiNext Index and the Small and Medium Enterprises Index rose to around 2%, but also lost the power to continue their upward move. The Shanghai Index slowly slid towards the 2300 point mark. , it also gradually and slowly retreated and fell into a volatile situation.掺

And, after 2:30, when the two cities entered the final half-hour trading session.

A number of "growth concept stocks" that have exploded in a big way have begun to see a rapid increase in active selling and a rapid decrease in active buying, causing the stock prices of these stocks to continue to fall.

Of course, at this stage, in the direction of the main board, the trend of concept stocks in the early popular main line fields such as 'infrastructure', 'military industry', and 'Internet finance' is not much better, and the active buying volume will gradually decline. , a state where active selling volume can increase incrementally.

This shows that the market conditions for various funds in the market are still clearly differentiated between the Shanghai and Shenzhen stock markets.

The temporary willingness to take profits and reduce positions is very strong.

And when the Shanghai Stock Exchange Index suffered successive setbacks in its upward move, the willingness of various active financial groups on the market to follow the trend and pursue higher prices has also significantly weakened.

"Damn it, this trend... the Shanghai stock index won't turn green, right?"

At 2:35, we saw that the Shanghai Stock Index had fallen below the opening point again and had broken through 2305 points. At the same time, the market trends of popular concept stocks and weighted stocks were weakening. At this moment, the majority of people gathered in the discussion area of ​​the trading platform. Retail investors all felt something was wrong.

"Is this trend poisonous? It goes up and down every day!"

"Hey, the Shanghai Stock Exchange Index is really weak. Even President Su's public announcement of going long has no effect. It still cannot stand at 2,300 points."

"Not only the Shanghai Stock Exchange Index, but also the core market index trends such as the Shenzhen Stock Exchange Index, the ChiNext Index, and the Small and Medium-sized Enterprises Index are also very strong. I guess they will all be adjusted, right?"

"Indeed, the trends of the major indexes are a bit at the end of their strength today."

"But even though the index performance is not very good, the individual stocks in the market are still remarkable. At least the lines of 'Apple Industry Chain', 'Internet Finance', and 'Film and Television Media' are still strong."

"The overall money-making effect of the market does still exist."

"Don't you think that today's core popular stocks in the concept sectors of 'film and television media', 'Internet software', and 'Internet applications' all have a strong pull from the main funds? I feel that LeTV, Huayi Brothers, and Cultural Investment Holdings, Ciwen Media, Crystal Optoelectronics, Internet Speed ​​Technology...these tickets all seem to be luring buyers."

"It doesn't look like it. If there is a lot of temptation, the main funds should flow out at a high level."

"Isn't it okay to pull big orders and sell small orders? Anyway, no matter how you look at it... LeTV, Huayi Brothers, Cultural Investment Holdings, Ciwen Media... these tickets, with such a large volume during the day, it will be difficult to make room for them in the future. ”

"Well, I can't say anything else, but the intraday trading volume of these tickets today is indeed too large."

"Yes, the daily turnover of LeTV stock is almost 1.1 billion, ranking among the top three in the two cities in terms of turnover, which is simply outrageous!"

"With such a large amount, I don't know who is buying it?"

"You'll know after the market closes, but it's definitely not Mr. Su's 'way to wealth'."

"No matter who it is, with such a large amount, I don't dare to follow it anyway, and the market is really going to adjust. The Shanghai Stock Index has rushed to the position of 2300 points several times, but it has not been able to go up. Obviously there is not much in this place. The pressure is coming, and the pressure is so small that I can't stand firm several times. Doesn't this mean that the index must be adjusted at this position?"

"Hey, it's good to adjust it."

"Indeed, otherwise the market divergence would have been so wide and the index would have fallen sooner or later."

"Indeed, the Shanghai Stock Index jumped back and forth around 2,300 points, which had a huge impact on market sentiment. It made it impossible for everyone to chase or sell."

"I think at this stage, it is a better investment strategy to be light on indexes and heavy on individual stocks."

"Yes, if the index does not rise, it will be good if small and medium-cap concept stocks can continue to expand their profit-making effect. If they can replicate the market trend in the second half of last year, it will be comfortable."

“It’s a good idea to think that the overall position of these core small and medium-cap growth stocks in the emerging industry field is not low. When the Shanghai Stock Index cannot break through upward, the core main lines in the direction of the main board, and even the valuation of heavyweight stocks cannot be improved, These core small and mid-cap growth stocks cannot be too far away from their fundamentals, and the room for speculation cannot be too high."

"I agree, the line of small and mid-cap growth stocks should still be anchored by the valuation of the main board weight."

"On the whole, I still think that the direction of 'big infrastructure' that Mr. Su is optimistic about, and the subsequent market trend may be better."

“I just feel that today’s ‘big infrastructure’ line is not affordable enough!”

"Nonsense, the amount of active funds in the market was completely absorbed by the small and mid-cap growth stocks line in the afternoon session. It's surprising that the amount of money in the 'big infrastructure' line can be raised."

"But the 'big infrastructure' line, on the whole, is not doing badly."

"Yes, especially 'Beijiang Communications Construction, Shanghai Construction Engineering, Pudong Jinqiao, Pudong Development, Tianshan Cement...' These circulating stocks are not very big concept leading stocks. In fact, in real comparison, the 'big infrastructure' line There are no fewer daily limit concept stocks in many related industry sectors and concept sectors than there are in the 'Apple Industry Chain', 'Film and Television Media', and 'Internet Finance', the three most popular mainline sectors in today's market."

"This also shows that the hype surrounding the 'big infrastructure' line is actually not bad, right?"

"The popularity of the 'big infrastructure' line has actually been at the forefront of the market since the Dragon Boat Festival. However, overall, the market value of this line is too large. If the market's weak volume can be attenuated, and in the direction of market trends In terms of trends, there are sometimes big differences, and many and some of the main funds are unable to lift the weight of large-cap stocks on this line, which is why this line has always been popular, but the market just can’t go up.”

"Haha, that makes sense. Overall, we just have to wait."

"Yes, I still feel that the 'big infrastructure' line has not yet reached a real breakthrough. However, as long as Mr. Su is still optimistic about this line and the proportion of positions in this direction does not decrease, this line will perform better in the subsequent market performance. , a breakthrough is definitely still a high probability.”

"In this case, I will not adjust my position and continue to hold on to the bargaining chip of 'Huaguo Railway Construction', waiting for this check to adjust and get out of the main rising wave market."

"Not only the line of 'big infrastructure', but overall, the hype in early popular main lines such as 'military industry' and 'Internet finance' is not bad, but...the active capital flow in the market has indeed been largely blocked by each main line. The decentralization has led to the popularity and hype of each main line, but there is not enough funds to push up the market, so as to truly create a sustainable profit-making effect. "

"It stands to reason that the 'film and television media' line can take on the main task of attacking the market."

"No, the size of the 'film and television media' line is too small to drive the market, and... the trend of this line has diverged today."

"I also agree that the 'film and television media' line should not have too high expectations."

"On the 'film and television media' line, the chip structure of the entire sector has obviously loosened today. If the chip relay cannot be completed with high fluctuations and the subsequent sentiment declines, this line will surely fall."

"The main reason is that today's explosive strength and trend pattern of this line are not good-looking, and the main funds participating in the relay always feel a bit deliberate, and it does not look like the main funds of all parties in the market work together to do it, as my friend said before It’s not like a breakthrough, it’s more like a bully lure.”

"Damn it, the market is so green!"

Amidst the heated discussions among many retail investor groups...

At 2:46, the Shanghai Stock Index fell through the 2300 point level and dived directly to the 2295 point line, falling below yesterday's closing point. The entire market trend turned from red to green.

At the same time, the Shenzhen Index's gains narrowed to about 5%.掺

The gains of the small and medium-sized board index and the ChiNext Index have narrowed to less than 1%. During the decline and diving, the time-sharing volume of each major index has expanded again, showing a trend of heavy volume diving.

At 2:47, the Shanghai Composite Index broke through 2,300 points, and it took less than a minute to dive into the green.

LeTV, which had a daily turnover of 1.2 billion, suddenly exploded, and its stock price suddenly fell to about 8%. At the same time, Internet Speed ​​Technology, Crystal Optoelectronics, Enlight Media, Huaguo Software, Inspur Information, Ren Zixing, 2345... When a large number of small and medium-cap core concept growth stocks follow suit and dive, the time-sharing volume can expand to the maximum again.

Of course, at the same time.

In the field of "big infrastructure" on the main board, a large number of core weight stocks such as "Huaguo MCC, Huaguo Railway Construction, Huaguo Communications Construction, Conch Cement, Gemdale Group, Sany Heavy Industry, Huaguo Construction..." have also appeared. The degree of diving and the rapid expansion of time-sharing volume are signs.

However, it is different from the concentrated diving of concept growth stocks in small and mid-caps.

While these heavily weighted stocks in the 'big infrastructure' field are plunging, small and medium-cap concept stocks in their field, as well as a number of popular concept stocks in the 'military industry' and 'Internet finance' fields that have attracted much market attention, have gone against the trend. The trend strengthened and the strong and volatile pattern was maintained.慺

Among them, especially the two checks of ‘Oriental Fortune and Jinzheng Shares’.

When the market collectively plunged, these two checks rose rapidly, setting new intraday highs simultaneously.

At 2:48, after LeTV’s lightning dive, it was pushed back to the daily limit by several consecutive large orders of 10,000 lots, and the intraday transaction volume refreshed to 1.3 billion.

At 2:49, LeTV once again sealed the daily limit due to the subsequent follow-up of thousands of large buying orders.

It's just that this time the board was closed, its driving effect on small and medium-cap growth stocks in the entire market was very limited. A group of core small and medium-cap growth stocks that had followed LeTV's explosion in the market only rebounded slightly for a moment, and on the trading board, the main There are no signs of expansion in buying orders at all.

At 2:50, the Shanghai Index continued to fall to 2293 points, and the Shenzhen Index's gains further narrowed to 35%.

At 2:51, the intraday trading volume of the two cities exceeded 120 billion, showing signs of significant volume adjustments.慺

At 2:52, the indexes of the two major industry sectors "Internet Software" and "Internet Applications" quickly plunged into the green, and the growth rate of Internet Speed ​​Technology once again fell below 4%.

At 2:53, Crystal Optoelectronics closed its daily limit again, and the main funds began to pull in stocks related to the "Apple Industry Chain".

At 2:54, amid the rapid riots in the entire 'Apple industry chain' stocks, the growth rate of the ChiNext Index actually returned to the 1% mark. Among them, the gap between the growth rates of the Shanghai Stock Index and the ChiNext Index widened to about 2%. The two cities' Shanghai stock index was weak. The deep and strong pattern is very obvious.

At 2:55, the Shanghai Stock Index finally rebounded briefly after hitting its intraday low of 37 points.

At 2:56, the GEM Index and the Small and Medium Enterprises Index continued to rise to the 1% mark. The two major industry sector indexes of 'Internet Software' and 'Internet Applications' that once turned green turned red again at this time.

Finally, when 3 p.m. rolled around.

The Shanghai Stock Exchange index was set at 89 points, down 21%, the Shenzhen Stock Exchange Index rose 49%, and the ChiNext Index and the Small and Medium Enterprises Index rose about 17% simultaneously.掺

In addition to the indexes with different performances and clear strengths and weaknesses.

There are nearly 2,000 stocks in the two cities, and most of them can remain in the red market at the close. There are more than 1,200 stocks in the red market. It can be said that the market is not as weak as the performance of the Shanghai Stock Index. Of course... the main weak performance is still the main board. In the fields of 'traditional finance', 'non-ferrous cycle', 'big consumption', 'medicine', 'coal' and other fields, as for the main line of 'big infrastructure', which was once criticized by market investors, it clearly outperformed the market index today. At the close of the market, all sectors in the industry maintained their red market status.

However, although the "big infrastructure" line has maintained a certain degree of market attention and popularity, it has significantly outperformed the broader market.

However, compared with the trends of the ‘Apple industry chain’, ‘Internet finance’, and ‘film and television media’ related concept sectors that led the gains in the two cities, they are still significantly inferior.

Today's market trend, although it once deviated towards the "big infrastructure" on the main board during the session.

But in the end, in the closing results, there was still an obvious trend of "small and medium-cap growth stocks". Large-cap weight stocks, and even white horse performance stocks in major markets, had no obvious performance.

And it is in the market field of ‘small and mid-cap growth stocks’.掺

Such as 'Beijiang Communications Construction, Hengsheng Electronics, Lixun Precision, Changying Precision, Anjie Technology, Crystal Optoelectronics, LeTV, Huayi Brothers, Huace Film and Television, Cultural Investment Holdings, Ciwen Media, Internet Speed ​​Technology... The performance of a group of stocks such as ' is particularly eye-catching and has attracted the attention of a large number of investors in the market.

Among them, especially the LeTV check, its daily turnover, turnover rate, and even the net inflow of major funds on the market far exceeded the expectations of the majority of market investors for the trend of this check.

According to the market situation after the closing...

A total of 6.9 billion of this check was traded today, with a turnover rate of about 8%, and an intraday amplitude of more than 10%. It was blown up twice and blocked twice. And although from the appearance of the market, the trading funds are at the same position at the moment. It's huge, but the net inflow of main funds during the day was as high as 600 million, making it a conceptual leading stock with the highest net inflow of main funds in the entire market today.

And the intraday trend performance of this check, as well as its main net inflow performance.

It can be said that the vast number of investors who are paying attention to this stock in the entire market are looking sideways, with shocked looks in their eyes!