Rebirth of the investment era

Immediately afterwards, at 1:02, the stock price of 'Fushun Special Steel' continued to skyrocket, with the market increase reaching 7%.

At 1:03, a number of 'military industry' stocks such as Huaguo Heavy Industry, Huahang Electromechanical, Huahang Optoelectronics, Aviation Engine, Huaguo Great Wall, Aviation Technology... continued to move. The entire 'National Defense and Military Industry' industry sector index dropped in these component stocks. Led by the changes, Lightning touched the 1% growth mark and climbed to the top of the industry sector growth lists in the two cities.

At 1:04, under the sudden outbreak of the 'military industry' sector, the Shanghai Index once again touched the 2300 point mark.

At 1:05, 'Fushun Special Steel' continued to rise sharply, and the stock price reached the daily limit. At the same time, the 'Steel' industry sector index also broke through the 1% mark, and with it, 'Building Decoration, Building Materials, Real Estate' The 'big infrastructure' industry sector has also followed suit.

At 1:06, 'Fushun Special Steel' hit its daily limit, and a number of stocks in the 'nuclear power' concept sector followed suit and rose.

At 1:07, 'Fushun Special Steel' closed its daily limit, and the daily limit quickly jumped to more than 300,000 lots. The stock price directly broke through the pressure mark of 9 yuan in one breath, and emerged from the pattern of one yang crossing four lines.

At 1:08, as the 'military industry' and 'steel' sectors moved frequently and continued to attract funds, a number of popular small and medium-cap concept stocks in the 'large infrastructure' field, such as 'Beijiang Communications Construction, Tianshan Cement, Shanghai Stock Exchange A large number of related stocks such as Construction Engineering, Shibei High-tech, Pudong Construction, Pudong Jinqiao, Chongqing Development, Capital Shares...' have also shown signs of increasing market volume.

At 1:09, just when everyone thought that the core main line of the market, as well as market hot spots, had fully shifted towards the direction of 'military industry' and 'big infrastructure', the gains in the concept sectors of 'Internet finance' and 'e-commerce' continued to advance, and the speculation As the popularity continues to rise, concept sectors in the field of "growth stocks" such as "smart cities", "mobile payments", and "mobile games" have also begun to move upward.

At 1:10, the ‘mobile payment’ concept sector suddenly emerged, rising in a straight line, surpassing the ‘military industry’ concept sector in terms of absolute growth.

At 1:11, a number of "old monster stocks" such as Shanghai Steel Union, Hua Qingbao, Changqu Technology... showed an obvious trend of explosive growth. Among them, the check of "Shanghai Steel Union" was in the Within minutes, the number reached over 20 million, and the stock price went straight up, soaring by 6 points.

At 1:12, the growth in the two hot concept sectors of 'Internet finance' and 'e-commerce' continued to advance, and the new additions of a number of concept sectors such as 'smart city', 'mobile payment', and 'mobile games' pushed up the trend. Next, the gains of the small and medium-sized board index and the ChiNext Index also surged straight ahead, once again overwhelming the gains of the Shanghai Stock Exchange Index in the market trend.

At 1:13, the ChiNext Index surged by more than 7 percentage points within a few minutes, reaching a 75% increase, once again ranking first in the two cities' important index growth lists.

At 1:14, "Shanghai Steel Union" hit the daily limit upwards, and Hua Qingbao, Changqu Technology... and other "old demon stocks" continued to follow the trend and rise.

At 1:15, the "Shanghai Steel Union" sealed the daily limit, and Hua Qingbao rose by more than 5%.

At 1:16, driven by the Shanghai Stock Exchange's daily limit and a number of "old monster stocks", the investment sentiment and following-the-trend hype sentiment that were originally biased towards the direction of "military industry" and "big infrastructure" were once again divided , and in the morning market performance, the speculation and investment sentiment in the direction of 'conceptual growth stocks' that had collapsed were once again consolidated.

At 1:17, we see that the GEM index has the strength to continue to hit the 1% increase mark. At the same time, in 'Internet finance', 'e-commerce', 'smart city', 'mobile payment', 'mobile games' and other Driven by the trend of the concept sector, the core main areas of 'Apple Concept', 'Film and Television Entertainment', and 'Domestic Software', which were divergent in the morning market, as well as a number of popular concept stocks, also began to pick up in an instant, and the corresponding popular stocks took the initiative. Selling orders began to decrease and active buying orders began to increase.

At 1:18, the two major GEM-heavy stocks, ‘Netspeed Technology and LeTV’, pulled up again.

At 1:19, the growth rate of the ChiNext Index exceeded 1%. At this time, the Shanghai Stock Index had just crossed 2,300 points, and the market increase was less than 5%.

At 1:20, under the tremendous upward pressure on the Shanghai Stock Exchange Index, there were also "Apple Concepts", "Film and Television Entertainment", "Domestic Software", "Smart City", "Mobile Payment", "Mobile Games"... As the public concept sector further divided the active funds in the market, 'Fushun Special Steel', which had been strongly blocking its daily limit, suddenly exploded, and its stock price quickly fell back to around 8 points.

At 1:21, the trading volume of 'Fushun Special Steel' increased rapidly after the explosion, and the trading volume was extremely intense.

At 1:22, after the explosion of 'Fushun Special Steel', the investment sentiment and speculation sentiment that had just emerged in the 'military industry' field also turned to recession in an instant. Huaguo Heavy Industry, China Airlines Mechanical and Electrical, China Airlines Optoelectronics, and Aviation Engine Power were boosted by sudden changes. , Great Wall of China, Hangfa Technology... and many other core military concept stocks have shown a downward trend.

At 1:23, the Shanghai Stock Index fell back below 2,300 points.

At 1:24, a group of people who originally flocked to the direction of "military industry" and "big infrastructure" were actively accepting funds. They saw that the pressure on the Shanghai Index to break through 2,300 points was really huge, and they could not open up any upside space. At the same time, they saw the rise of "Internet Finance". The market hype and expectations driven by the two major concept sectors of 'Military Industry' and 'Big Infrastructure', after failing to turn around the main concepts of the Shanghai Stock Exchange's main board direction, have further moved towards the relatively high 'Apple Concept' , 'film and television entertainment', 'domestic software' and other main-line concepts that have continued to be hot in recent days have been concentrated, and then hesitantly and gradually gave up following the trend in the main board weight area, and re-focused on the direction of small and medium-cap 'growth stocks'.

At 1:25, the market's obvious pattern of weakness in Shanghai and strength in Shenzhen was once again formed.

"Hey, the strong are always strong!"

Facing the market changes in the past half an hour after the market opened in the afternoon, among the large group of retail investors gathered in the discussion area of ​​the trading platform, some people lamented: "In the direction of 'nuclear power', in the direction of 'military industry', there are good profits and rising prices." There is no sector effect, but the active funds in the market have returned to the direction of small and mid-cap growth stocks. This market situation is swinging back and forth, unpredictable... It is really difficult to do!"

"I thought the market conditions would change, but now... the market conditions are still changing around small and mid-cap growth stocks."

"All the 'Old Demon Stocks' have changed. It feels like the market conditions in the second half of last year are really back."

"Is there really no chance of 'big infrastructure'?"

"The upward Shanghai index cannot open up space, and there is no chance of 'big infrastructure'."

"The main thing is that the 'big infrastructure' line has risen to the current level and continues to rise. The amount of funds required to undertake it is too large. With the amount of active funds in the current market, it simply cannot support the continued upward trend of the market. , so as soon as there is a rebound, funds from all parties in the market will take the opportunity to return to small and mid-cap growth stocks."

"The pattern of 'Shanghai is weak and Shenzhen is strong' seems likely to be the norm for subsequent market trends."

"It depends on the situation. After the stocks of LeTV, Wangsu Technology, and Huayi Brothers change hands, they can continue to reach new highs after the sky-high fluctuations!"

"Indeed, it feels like after a wave of heavy volume, the discrepancy between these checks is getting smaller and smaller."

"Can I chase you? I want to study LeTV!"

"No, although the differences on the market are getting smaller, I feel that the entire 'film and television entertainment' market line is not stable, and there is a high probability that it will need to adjust before it can continue to move up!"

"Let's see, if the check from 'Huace Film and Television' can still be raised, then there will be something to pursue."

"The core hot spots are still in the two concept sectors of 'Internet Finance' and 'E-Commerce'. If you really want to pursue it, the direction of these two concept sectors is still stable. The market prices of these concept sectors that changed in the afternoon feel a bit unstable and urgent. The rise is likely to induce bullishness!”

"Hey, the market trend is still quite chaotic!"

"If you wait a little longer, I always feel that no matter which side you follow at this time, you will be easily slapped in the face."

"At this time, it is better to trade on the right side. It is very easy to make mistakes on the left side. Although the Shanghai Stock Index once fell below 2,300 points, the entire Shenzhen market is actually not very large, that is, the main funds are biased in this direction. , there is no concentrated pull at all, but instead funds that are biased toward small and mid-cap growth stocks are very eager, which gives me a... very bad feeling."

"Having the same feeling, it's like being tempted!"

"Let's wait and see after 2 o'clock. I think there will definitely be variables in the market trend before the market closes."

“Currently, let’s look at the trend of the four checks of ‘Fushun Steel, Shanghai Steel Union, LeTV, and Huace Film and Television’. Whoever can seal the daily limit and maintain a strong state until the close, which way will the market trend and hype sentiment turn? .”

"One is relatively high, and the other is relatively low. Regardless of whether it is high or low, the difference in strength is very big. Alas...it's really a bad choice."

"Hey... is someone throwing the check for 'Huace Film and Television'?"

"It seems so. Wanshou is selling big orders. Damn it...'Huace Film and Television' is diving so fast!"

"Do you want to hit the limit?"

"It looks like it's really going to stop. Who did it, Mr. Su?"

"I don't know, but this wave of diving has a very bad impact on emotions. Can LeTV still be able to get on?"

"Hey...'Fushun Steel' is on the rise again. The continuous large orders bought by thousands of hands have exploded. It seems...is it going to stop until the daily limit is sealed?"

"Damn it, sure enough, 'Fushun Steel' has hit its daily limit again."

"China Airlines Optoelectronics is also exploding rapidly. The net inflow of main funds is really fast. In just a few minutes, the net inflow increased by more than 5 million yuan."

"Huaguo Railway Construction is also exploding. Hehe... the direction of 'military industry' and 'large infrastructure' is not without potential!"

"Look, the ChiNext index is falling, and just at that moment, the time-sharing volume of the ChiNext has reached a new high. Is this...a heavy-volume fall?"

"Yu Duo, it's really possible that it's Yu Duo!"

"Damn it, I just chased Hua Qingbao, aren't you going to get slapped in the face again?"

"Which direction is the market trend going in? Why does it feel like it's wrong no matter which direction I pursue?"

"Keep your hands to yourself, look more and move less. It's always right."

"Hey...the market is so divergent. Looking at it as a whole, only the 'Internet Finance' and 'E-commerce' concept sectors that showed strong performance in the morning have relatively consistent hype and expectations. In other directions, it is really It seems like it’s all about luring more people, it’s all about luring people away.”

"That's true, but I feel like the market still has to switch between high and low."

"Under the market situation of stock game, I really don't believe that stocks such as LeTV, Huayi Brothers, and Wangsu Technology can continue to move up with such explosive volume and high turnover on the market."

"Hey, it seems that the 'Northern Xinjiang Communications Construction' has started again."

"Damn it, 'Beijiang Communications Construction' has skyrocketed. They are both connected stocks. This check is really much better than 'Huace Film and Television'."

"Hey, it seems that the market trend is still gradually moving towards the main board's 'big infrastructure' direction!"

"The small and medium-cap concept stocks in the direction of 'big infrastructure' and 'military industry' are indeed moving. There are also a few stocks with heavy weight components that are doing well and have stabilized. But looking at it this way... the wave of growth on the GEM just now, and again What’s the logic? Why do I feel like there are major funds in the market that are ‘fighting’!”

"Don't tell me...I feel the same way."

Amidst the extremely heated discussion, as the market trading time went by, the two major industry sectors of 'military industry' and 'steel', which had just suffered from the exhaustion of liquidity in the market, returned to full strength after a brief retracement of the market. The volume went up and returned to the intraday high.

At the same time, concept sectors such as 'mobile payment', 'smart city', 'mobile games', 'Apple concept', 'film and television entertainment', and 'domestic software', which were once rapidly rising, have experienced a surge in volume. It fell into a gradual downward trend again.

In short...the whole market situation.

The two main lines of "military industry" and "big infrastructure" in the Shanghai stock market and the "small and medium-cap growth stocks" in the Shenzhen stock market have completely become a seesaw effect. If one side rises, the other side must fall. It seems that they are all competing for the market. There is not much active capital liquidity, all trying to reunite market investment sentiment and speculation expectations in one direction.

"For the 'Fushun Special Steel' check, take out 100 million in funds and seal it on the board!"

In a market with huge emotional differences and indistinguishable market trends, at 1:55, inside Yuhang Investment Company, in the main fund trading room, Su Yu stared closely at the changes in the two markets and said in a deep voice: "This check is correct." The market changes and emotional guidance of the entire market are crucial. We want to further introduce and spread the hype created by the two concept sectors of 'Internet Finance' and 'E-Commerce' to the 'Military Industry' under the corresponding positive impact. , 'steel' sector, this stock must help."

"Okay!" Li Meng responded.

Immediately, she quickly ordered the 'Yuhang No. 3' fund product trading team, which still had relatively abundant liquidity, that is, the trading team managed by Zhang Guobing, to let them focus on the daily limit of this stock with their strong financial advantage. Place an order and seal its daily limit.