Rebirth of the investment era

At the same time, there is news about ‘restructuring of military industrial enterprises’ and ‘asset securitization of military industrial enterprises’.

At a time when market news about the restart of "nuclear power" was raging, it quickly spread to the majority of investors in the market, attracting the attention of investor groups in all aspects of the market.

"No wonder the lines of 'military industry' and 'special steel' have become areas where the market has diverged and deepened after the concept sectors of 'Internet finance' and 'e-commerce' broke out." Seeing the changes in market news, Yu at this moment Hangzhou, inside the Anzhao Fund Company, in the main fund trading room, Qin Qiuyue, the fund manager and general manager of the company, suddenly said, "It turns out there is a potential positive stimulus."

"Mr. Qin, this should be a good thing for us, right?" said Zhou Hui, the fund trading team leader.

Qin Qiuyue nodded and responded: "Of course it's a good thing, but I don't know if following this favorable east wind, this line can truly lead an independent market."

"It should be possible!" Zhou Hui said, "Looking at the market trend in the morning, the 'China Airlines Series' and 'Aviation Development Series' core stocks with military industrial concepts are all significantly stronger than the market performance, and the active buying on the market is also Quite positively, the overall strength and weakness pattern has begun to change."

"But the quantity and capacity are obviously insufficient." Qin Qiuyue's expectations were not as optimistic as Zhou Hui's.

"Well, that's a problem." Zhou Hui nodded in response, then thought for a while, and said, "But after the emotional brewing at noon, there should be a significant change in the trend in the afternoon, and there is a high probability that it can make up for it. In terms of the performance of the game at this moment, there is a problem of insufficient capacity.”

"On the whole, the Shanghai Stock Exchange Index still needs to stand firm at 2,300 points to truly open up the market's room for growth!" Qin Qiuyue said, "Otherwise, even if there are good incentives, it will be difficult to have a sustainable market."

"Yeah!" Zhou Hui nodded and added, "But the differences between the Shanghai and Shenzhen stock markets don't seem to be that big today."

Qin Qiuyue laughed and said: "It's not that the differences are not that big, but the money-making effect in the direction of 'growth stocks' in the Shenzhen Stock Exchange has somewhat subsided, and funds from all parties are not willing to continue to pursue it, but the overall mood and The market hot spots are mainly concentrated on small and medium-cap concept stocks in the Shenzhen Stock Exchange.”

"I always feel that the market is about to switch between high and low." Zhou Hui thought for a while and said.

Qin Qiuyue responded: "I'm afraid it's not that easy. As for the 'growth stocks' line in the Shenzhen Stock Exchange, I feel that the main funds in the market have not given up."

"However, the volume of energy that has exploded on the market for the major conceptual lines of 'Apple Concept', 'Film and Television Entertainment', and 'Domestic Software' is already very high." Zhou Hui said, "At this level of volume and energy, the stock price cannot even rise. , there is a collective heavy-volume stagflation trend, which means that the upward pressure is extremely strong, and it is time for these lines to be adjusted.”

"even if……"

Zhou Hui paused and then said: "If the 'growth stocks' line in the Shenzhen Stock Exchange can still remain popular, the money-making effect of the market will definitely spread further, and the market rotation is expected to become faster and faster. "

"On the whole, I think that at this time, the market opportunities in the main areas of 'military industry' and 'big infrastructure' in the direction of the main board are obviously greater than in the direction of 'growth stocks' in the Shenzhen stock market, so... Mr. Qin, should we be in this position?" , and adjust the position structure a little bit?"

Qin Qiuyue was stunned for a moment, then said with a smile: "Our positions are already very concentrated, how else do you want to adjust?"

"Further reduce the proportion of positions in the direction of 'growth stocks' in the Shenzhen Stock Exchange, and at the same time, further increase the weight of positions in the direction of 'military industry' and 'big infrastructure'." Zhou Hui said with a smile, "The market trend is developing like this, and there is news. I think we can seize this opportunity with all our strength.”

"You are really more willing to gamble than me." Qin Qiuyue smiled, but did not object directly.

Zhou Hui turned her eyes and said with a smile: "This is also Mr. Qin's teachings. The Shanghai Stock Index is surrounding 2300 points but not attacking. The market conditions are obviously picking up in the direction of 'military industry' and 'big infrastructure'. At the same time, the Shenzhen stock market is growing." The market divergence in the direction of stocks, as well as changes in volume and energy, are increasingly pointing to a state of adjustment, so if we make adjustments under relatively clear investment opportunities, it is actually not a gamble."

"And, speaking of courage..."

Zhou Hui smiled, with a hint of fascination in her eyes, and continued: "That Mr. Su from the 'Yuhang Department' is a big gambler, with tens of billions of position chips, almost all focused on 'big infrastructure', In the field of 'military industry'."

"Okay!" Qin Qiuyue thought for a while, nodded and said, "After the market opens in the afternoon, let's adjust positions as you said. Since we identified the 'military industry' line early on, there should be no hesitation and Hesitation, in the financial trading market, doubting oneself is often a taboo in trading.”

"Okay!" Zhou Hui, under Qin Qiuyue's instructions, continued to ask while making a trading plan for the afternoon, "Does Mr. Qin have any new ideas about the targets for position adjustment?"

"What do you think?" Qin Qiuyue asked.

Zhou Hui thought for a while and said: "'Special Steel' is a small branch concept sector sandwiched between the two major industry sectors of 'Steel' and 'Military Industry'. What do you think of Mr. Qin? Especially 'Fushun Steel, Fang Date Steel, Bayi Steel, Valin Steel' these checks."

Qin Qiuyue looked at the midday closing results of these checks and their related K-line trends, and responded: "From a technical point of view, the trend is good, and there are signs that the main funds are continuing to pay attention. From a fundamental point of view, it seems to be quite good." It’s so ordinary, why do you like these checks?”

Zhou Hui responded: "The current fundamentals of these checks are quite common, but they include 'restructuring of military industry enterprises', 'asset securitization of military industry enterprises', 'restarting nuclear power', 'accelerating urbanization', and 'high-speed rail'". Construction', 'Real Estate Recovery' and a series of conceptual stories and favorable policies. The future main business products of these checks are expected to have huge potential revenue explosions and profit explosions! For example, the check of 'Fushun Steel' , among its main businesses, the core steel products it produces are mainly supplied to the direction of 'nuclear power' projects and the direction of 'military industry' product manufacturing. Now when both supply sides have policy tilts, the scale has exploded as expected. It’s hard not to improve the future performance of this check.”

"Fangda Special Steel, Valin Steel, Bayi Steel...these checks all have the same expectations."

“So, I think this unpopular area, which currently has relatively low market attention, has a huge gap in expectations and the corresponding potential for market explosions.”

"Awesome, Xiaohui!" After hearing Zhou Hui's analysis, Qin Qiuyue's thinking instantly changed, and she instantly understood the investment value in this direction. She said with a smile, "Indeed, with the great development of the 'national defense industry' , as well as the recovery of 'big infrastructure', the further advancement of 'urban construction', and the restart of 'nuclear power' projects in current market news, the expectations in this direction are indeed very different."

"Then Mr. Qin agreed to my suggestion?" Zhou Hui asked.

Qin Qiuyue nodded and said: "It's hard to disagree. After the market opens in the afternoon, let's adjust positions and exchange stocks in the direction you mentioned. This time... whether it's life or death, we'll bet on 'military industry'." Infrastructure' is the way to go."

When the two of them readjusted their trading strategies based on news from all aspects of the market, they planned to further concentrate the weight of fund positions in the two major directions of "military industry" and "infrastructure".

The market at this moment, the discussion area where other investors gather...

Based on the changes in market news, everyone has listed the concept field of 'military industry', concept stocks with direct benefits and concept stocks with indirect benefits. Moreover, as time goes by, the check of 'Fushun Steel' has realized its hype value. There are also more and more investors.

"The market trends of 'restarting nuclear power' and 'restructuring the military industry' are changing really fast!"

In the heated discussion among investors, many members of the Yuhang hot money group where Su Yu belongs were also feeling emotional.

"The benefits of the 'military industry' direction have been there before, right? It's just that in this direction, there has never been such a strong and consistent hype expectation as in the 'film and television media'. Today, the market wind direction has turned to this direction again. It can only be said that it is 'Old topics, new speculation' cannot be said to be a new hot spot change."

"At this time, it would actually be good to have some news in this regard."

"Indeed, although the two hot concept sectors of 'Internet finance' and 'e-commerce' are highly anticipated and the money-making effect is strong enough, they are too small in size and can carry too few active funds to support them. The entire market has changed. Now that the good news in the direction of 'military industry' has come out, it has re-stimulated the sentiment in this direction, which should help the market complete the 'high-low switch' market change."

"Really, I didn't keep up with the first wave of market trends in the two hot sectors of 'Internet Finance' and 'E-Commerce' in the morning. Then when I got the check from 'Huace Film and Television', I didn't know what to buy. , I feel that except for the two hot sectors of 'Internet Finance' and 'E-commerce', the entire market... is in a mess. Now... I hope that the 'Military Industry' line can really come out this afternoon and carry the market trend. Otherwise, the market will continue to fluctuate sideways here, which will only further consume everyone’s enthusiasm and prolong the market’s adjustment time and space.”

"The market has developed to this stage. If the 2,300 point does not break through and stand firm, the market will only fall."

"If the market fluctuates sideways for too long, the curse of 'it will fall if it stays sideways' is more likely to be realized."

“I hope that the ‘military industry’ line can become an opportunity for the market to truly break through!”

"We can only hope for this line at the moment. After all, 'Apple Concept', 'Film and Television Entertainment', and 'Domestic Software' are the popular main areas of 'concept growth stocks'. At this point, the market divergence is too great, and the internal chip structure is a mess. Upward The pressure is extremely high and it is no longer possible to achieve a rapid upward breakthrough.”

"Hey, the main reason is that the check from 'LeTV' is too scary."

"The main organization that focuses on the 'LeTV' check is really crazy. Their emotions and expectations are insufficient, and they are trying to push it up, which directly leads to no one dare to pursue it anymore."

"The key is that the stock of 'Huace Film and Television', which has been on a plateau in the past few days, has been trending too poorly today and failed to have a profit-making effect, hurting the mood and popularity of the entire main line."

"There is also Mr. Su's 'Fortune Road' who has made huge profits in the field of 'film and television media' and is constantly selling off!"

"In short, it is absolutely not advisable to pursue the line of 'film and television media' until this wave of market analysis is fully digested and the market trend does not shrink again."

"It seems that... the next market development will really develop in the direction that Mr. Su previously publicly predicted."

"Well, if the 'military industry' drives up the market, then the 'big infrastructure' line that President Su is optimistic about will definitely move."

"It seems that the next direction of following the trend and hype will be to focus on 'military industry' and 'large infrastructure'."

"In fact, the market enthusiasm, investor attention, and hype sentiment in the 'big infrastructure' line have always been good. The current stock prices of many small and medium-cap popular concept stocks are also near high levels. Generally speaking, The line of 'big infrastructure' should be the strongest main line in the market."

"I agree. In fact, there is always money in the market, which is speculating around this line."

"I hope that the 'big infrastructure' line will perform again. I feel that this line is not moving, and the market is not moving either. The correlation is basically tied together."

"Hey, if it's planned in advance, which area of ​​'big infrastructure' are you optimistic about?"

"The 'steel' industry sector is doing well today, especially the checks of 'Fushun Steel, Valin Steel, Bayi Steel, and Fangda Special Steel'."

"The market popularity of the 'Fushun Steel' check has soared so fast."

"It has almost become one of the top ten popular stocks in the market. This afternoon's check... will probably hit the daily limit, right?"

"I can't say it's a daily limit. After all, the circulation of this check is not small, but the market will definitely not be bad. Moreover, the current stock price of this check is really low. It combines 'infrastructure', 'military industry', 'nuclear power', and 'state-owned enterprises'." With so many concept stories and expected space such as "Reform", it is really full of hype. It's just a pity... why haven't I noticed this stock before?"

"This check, depending on the situation... may become the core hub of the entire market, with the market diverging from the 'military industry' to the 'big infrastructure' field!"

"The more I look at this check, I feel that the subsequent trend of this check is very promising."

"A stock with great leadership potential."

"No wonder the popularity of this check soared so quickly at noon. There are many smart funds and investors in the entire market!"

"Nonsense, there are no novices or fools in the stock market. Hey... I didn't pay attention to it before. I hope this check can give me a better buying point this afternoon."

"Don't think about a better buying point. It would be good if you can buy it before the limit."

"The market value is more than 7 billion, and it is a fully circulating chip. It has been falling for several years in a row. The stock price is at the bottom of the historical cycle. The chip has loosened a bit after the early 'steel' sector followed the 'big infrastructure' changes in April and May. Wave, the internal chip structure should still be relatively chaotic, and it is not so easy to reach the limit."

"But the hype value and expectation space are still quite high. I'm not kidding if I say this check has leading potential!"

"Hehe, I didn't say anything, I'll do this check this afternoon!"

The news in the group was refreshed rapidly, and in these news refreshes, the hot money bosses gathered in the group, under the influence of the market news at noon, and the derivation of the market trend in the morning, began to focus on returning to the morning. The market's 'military' sector and 'steel' sector are in the unpopular sectors.