Rebirth of the investment era

In the trading room, among the people talking, the time has reached 3 o'clock in the afternoon, and the two markets have closed.

After a fierce oscillation in the last ten minutes of late trading, the Shanghai Stock Exchange Index finally settled at 74 points, up 32%, while the Shenzhen Stock Exchange Index and ChiNext Index rose 29% and 33% respectively.

Judging from the closing results of major indexes.

Although the Shanghai Stock Index failed to stand firm above 2310 points and did not form a substantial breakthrough, it still closed above the psychological mark of 2300 points and completed the market pattern of opening low and moving high. The market is expected to rebound this round. It has continued to be extended, and at the same time it has also given the majority of investors in the market more expectations for the market outlook.

Although the Shenzhen Stock Exchange Index, ChiNext Index, and Small and Medium Enterprises Index have the same daily increase as the Shanghai Index, their intraday amplitude far exceeds that of the Shanghai Index. At the same time, the market's intraday trading volume is also obviously biased towards the Shanghai Index. In the Shenzhen market, this shows that there is an obvious trend of heavy volume and stagflation in this direction.

So, judging from the closing results...

Although the growth rates of several major core indexes tend to be consistent, the market signals expressed and the corresponding market outlook expectations are completely different.

"Shenzhen index and GEM index are pointing to seven consecutive positives!"

Faced with such closing results, among the retail investors gathered in major online stock investment discussion forums, some people lamented: "The market has been developing along the 'GEM'. This view, looking at it now, should Is there any doubt? The pattern of 'Shanghai is weak and Deep is strong', by now... should have been completely formed."

"In the past week, the GEM index has been really strong."

"Many core concept growth stocks on the GEM and small and medium-sized boards have rebounded by thirty or forty points this round, right?"

"In the 'film and television media' sector, many popular stocks have rebounded by thirty or forty points this time. Alas... it's a pity that I didn't catch it."

"The ChiNext index has such a big shock today, but the result is still conservatively in the red, which is indeed strong."

"It is estimated that the market will really perform the same trend as in the second half of last year."

"To be honest, looking at the K-line shape alone, the shape and trend of the ChiNext Index is much better than that of the Shanghai Stock Exchange Index. It is natural for the market to focus on the GEM and the small and medium-sized board's growth stocks. Unfortunately, it is I understood it a little late, and I didn’t get much meat even after chasing the warehouse.”

"The check for 'LeTV' has exceeded 1 billion for two consecutive trading days. It's really scary."

"This check should continue to rise sharply, right? After all, the bullish trend in the K-line pattern has already emerged."

"There is still one K line left to completely open the Bollinger Track. When the trend is confirmed tomorrow and Friday, if it continues to rise, you can safely participate."

"The turnover of 'LeTV' is so huge today, I wonder how it will perform on the Dragon and Tiger list?"

"Looking at the capital flow on the market, today it is again the main players who are buying like crazy, and the small and medium-sized investors who are selling like crazy. Do you think the institution from two days ago is still increasing its positions today?"

"Are you crazy? You want to increase your position?"

"It's hard to say. I feel like the main force of the large institutions involved in 'LeTV' may have obtained some inside information and have high aspirations."

"I wonder if Mr. Su has the chips to continue selling the 'LeTV' check today."

"Mr. Su has been selling for several days in a row. He shouldn't be selling anymore today, right? The trend of the check for 'Huace Film and Television' today is worrying."

"Hey, it's true that the 'Film and Television Media' sector's sharp fall in brightness today was all caused by the check from 'Huace Film and Television'."

"I thought this check would become the relay leader of the 'Film and Television Media' sector, but I didn't expect... not only was there no chance of 4 boards, but it actually fell to the limit during the session."

"Looking at the check from 'Huace Film and Television' now, it should be worthless, right?"

"It must have been scrapped, and it is estimated that Mr. Su sold the check sharply today, otherwise the check would not have fallen so miserably."

"But after today's check fell to the limit, the funds that finally saw a seesaw should not be underestimated."

"In general, the line of 'film and television media' is actually quite chaotic today. I feel that the main funds are quite divided in this field."

"Yes, the main differences in the main areas of 'Film and Television Media', 'Apple Concept', and 'Domestic Software' are actually not small. On the contrary, it is the two major concept sectors of 'Internet Finance' and 'E-Commerce' that are the main source of funds. The expectations are relatively consistent, and the market feels like it will continue.”

"Indeed, the check of 'Hengsheng Electronics' is really strong today."

"'Hengsheng Electronics' will probably be banned tomorrow. The logic behind this check's hype should be clear now, right?"

"The concept of 'Internet Finance' plus 'Ali Baba', the entire 'Internet Finance' sector and the 'E-commerce' sector are basically driven by this check. There is no doubt that... this check is the core leader of these two concept sectors. , it is certain that it will continue to rise, but it is difficult to say how much room there will be.”

"The concept and expectations of the 'Hengsheng Electronics' check are very good in all aspects, but the plate is relatively large."

"Hey, indeed, the circulation volume is too large, which is not conducive to the continuous relay of funds on the market."

"Relatively speaking, the flexibility of Yinjie Technology, Shanghai Steel Union, and Huake Financial is obviously better."

"Isn't anyone paying attention to the check of 'Fushun Special Steel'? I think this check definitely counts among the core hot stocks in today's market."

"I agree. The Shanghai Stock Exchange Index can stand above 2,300 points today, leaving good room for imagination for subsequent trends. At the same time, this check is indispensable for the recovery of the 'military industry', 'steel' sectors, and even the entire 'big infrastructure' field." Judging from the market trend in the afternoon alone, this check really saved the market twice."

"'Fushun Special Steel' is still far inferior to the check of 'Hengsheng Electronics' in terms of concept, performance expectations, and even other aspects of imagination, right? And this check has the same shortcomings as the check of 'Hengsheng Electronics', then The circulating supply is very large, close to 10 billion, and I doubt whether the current market can pull it off."

"Isn't LeTV also close to 10 billion in circulation?"

"The situation between the two is still different, but...the 'military industry' and 'large infrastructure' are picking up today. To be honest, it is worth noting."

"The directions of 'military industry' and 'large infrastructure' are the directions of President Su's core positions!"

"Not only 'military industry' and 'big infrastructure', in fact, the 'Internet finance' that is rioting today is also the core holding field of Mr. Su. According to the observation of the previous Dragon and Tiger List data, the main fund of the 'Yu Hang Series' managed by Mr. Su, The weight of positions in the field of 'Internet finance' is definitely not low."

"Is Mr. Su's previous prediction going to come true?"

"At least for now, the market's subsequent trend, no matter where a breakthrough is, is possible."

"In the field of 'big infrastructure', in fact, 'building decoration', 'building materials', 'real estate', 'steel' and other industry sectors have some expectations of 'difficulty reversal', and the K-line trend is not bad, that is, 'big infrastructure'" The conceptual scope and market capitalization of the infrastructure line are too large. I have serious doubts about whether this line can be raised with the current market capital volume and investment enthusiasm."

"In fact, although the volume of the 'big infrastructure' line is large, the upward pressure is not as great as imagined."

"In April and May, this line could have such a big market explosion. I believe it is possible now after sufficient adjustments."

"On the contrary, the main line of 'concept growth stocks' on the small and medium-sized board and GEM board with 'LeTV' as the core has been so divergent for two consecutive days, which makes people feel very uneasy. Logically speaking... the position of this line is compared to last year. In fact, it’s not too high, there’s no reason for the upward pressure to be so high!”

"I think that whether it is 'big infrastructure', or 'film and television media', 'smartphone industry chain', 'mobile Internet' and other 'concept growth stocks' main lines, the expectations are actually not bad, but the 'concept growth stocks' line The chip structure does not feel as clean as the 'big infrastructure' line."

"What do you mean? The major areas of 'conceptual growth stocks' have been adjusted for almost half a year, and the chip structure is still not clean?"

"Whether the chip structure is clean depends not on how long it has been adjusted, but on the specific internal positions. According to the first quarter reports of many individual stocks in this field, as well as last year's annual report, the main line of 'conceptual growth stocks', although Full calculations have been made, and adjustments have been made for almost half a year. However, many large internal institutions and industrial investment institutions that have intervened last year have not reduced their positions to clear their chips, and many major institutions are still increasing their positions at low levels. In contrast, in the field of 'big infrastructure', There are basically no major institutions holding positions in the public’s core weight stocks.”

“Isn’t it a good thing if there is a big main line in the market and institutional positions are large?”

"A good thing? Not necessarily!"

"It depends on how you look at it. If the stock prices of a number of core stocks in the major main line areas are at historically low levels, and the expectations are strong, and the main institutional players are unanimously bullish on a large scale, it is naturally a good thing, but the 'smartphone industry chain',' The two lines of mobile Internet have been speculated in the market for two or three consecutive years. Many institutions intervened early and at a very low cost. This has a great impact on the main institutions that will intervene later, such as this year or the main funds that are involved now. Constraints have been formed, and because the expectations of these two lines have not been fully realized, and the stock price has not been adjusted sufficiently, it appears that the market divergence is quite large. Without a step forward, every time a little space is opened, a huge amount of funds is required to undertake it. .”

"Similarly, in the direction of 'big infrastructure', since the main funds of institutions have basically been cleared, all that is silent on the market are retail chips. The newly intervened main funds can easily guide the market based on their financial advantages, especially when there are corresponding With good stimulus and changing expectations, this is also the reason why the main line of 'big infrastructure' with such a large market capitalization was able to achieve such sharp market trends in April and May."

"So...compared with the 'concept growth stocks' line of the Small and Medium-sized Board and GEM, and the main line of 'big infrastructure', is it easier to rise?"

"You can't say that. It depends on whether the core sectors of 'conceptual growth stocks' can shrink and stabilize after a rapid increase in volume. If they can shrink and stabilize after a rapid increase in volume, then there is still room for growth. , Sigh... Generally speaking, at this stage of the market, the differences between the main funds on the market are actually greater than we all imagined. The specific direction of the move has to wait for further confirmation from the market."

"Let's look at the Dragon and Tiger List first. There is no actual buying and selling data to support it, and empty analysis is of no use."

Amid heated discussions among the entire market investor group...

At 5:30 pm, the dragon and tiger lists of the two cities were refreshed, with a total of 22 stocks in the two cities on the list, including Huace Film and Television, Ciwen Media, Cultural Investment Holdings, LeTV, Hengsheng Electronics, and Shanghai Steel Union , Fushun Special Steel are all on the list, and the trading seats related to the main funds of the 'Yuhang Series', 'Fortune Road' has also been on the list continuously, ranking among the trading seats of 4 stocks, attracting the market's attention to this transaction The numerous investor groups in the seats were once again shocked.

"Sure enough, 'Huace Film and Television' was smashed by Mr. Su's 'Fortune Road' today, with net sales of more than 28 million!"

"Mr. Su is still selling the stock of 'LeTV'. I am speechless..."

"Look at the two checks for 'Hengsheng Electronics' and 'Fushun Special Steel'. Mr. Su made large purchases on these two checks. Among them, the check for 'Fushun Special Steel' actually cost 100 million!"

"Damn it, Mr. Su's 'road to wealth' is still as good as ever!"

"Pay attention to the institution that appeared two days ago. The buying volume of that institution today is no lower than Mr. Su's 'Wealth Road'!"

"Damn it, there are actually three institutions making net purchases on LeTV's Dragon and Tiger list."

"It's crazy, and the net purchases of the three institutions are all over RMB 100 million. No wonder... No wonder the market divergence of LeTV is so huge but it doesn't fall under the violent fluctuations of LeTV. Institutions join forces to buy heavily. How can it fall?"

“I feel like ‘LeTV’ will definitely have to rise in the future.”

"'Shanghai Steel Union' is also on the list. Can you believe that there are institutional seats to buy this old monster stock?"

"Why, institutions can't buy? I think it's good. According to the net buying volume analysis of the market's Dragon and Tiger List data, the core market position is still in the field of small and medium-cap growth stocks, and in addition to active institutions, today There are also quite a few well-known hot money players involved.”

"This data from the Dragon and Tiger List proves that the overall money-making effect of the market is still quite strong, so there is no need to worry too much about the market outlook."

"Mr. Su's 'road to wealth' has been really active recently!"

'Obviously, Mr. Su is taking out chips from the main line of 'conceptual growth stocks' such as 'film and television media', 'smartphone industry chain', and 'mobile Internet' that were latent in the early stage, and concentrated on increasing positions in 'military industry' and 'infrastructure'. The bargaining chip in the traditional field is that I don't know that the field of 'Internet finance' also belongs to the main line of 'conceptual growth stocks'. Why does Mr. Su continue to increase his position at a high level even though he is optimistic about the traditional field? "

"When Mr. Su bought Hengsheng Electronics, maybe he was not interested in the concept of 'Internet Finance' but in the expectation of the listing of 'Ali Baba'? Hey...it's the 'e-commerce' line that has exploded today." Popular stocks, such as Sanjiang Shopping, Pegasus International, Xinhuadu, Small Commodity City, and Business Bao, are not on the Dragon and Tiger list. I can’t see who blocked these stocks today. I always feel that Mr. Su is in the entire line field. , there may be a large-scale move to increase positions today.”

"No way, Mr. Su can't attack so many main lines at the same time!"

"I can't say for sure. After all, the main funds under the 'Yu Hang Series' are really large in size. According to the principle of institutional holdings, they should not be concentrated on a certain main line."

"Today's Dragon and Tiger list is overall in line with expectations. The only ones that exceed expectations are the checks of 'Hengsheng Electronics', 'Fushun Special Steel' and 'LeTV'."

"Pay attention to the trend of these three checks tomorrow. Maybe the trend of these three checks can change the direction of the market."

"I hope the Shanghai Stock Exchange Index will be firmer tomorrow and hit a positive line."

"It's bound to fall for a long time. The Shanghai Index is here... It has really been fluctuating for a long time. If it doesn't break through, I'm afraid the market sentiment will disappear, and then it will have to go down to find new support."

"Indeed, the Shanghai Stock Index is horizontal here, which makes people very upset. Fortunately, overall, there are always conceptual hot spots to do, and the market's profit-making effect is not bad. Otherwise... I feel that the index should have fallen back again long ago, hey... I also hope this wave can really go up, everyone has been waiting for the bull market for a long time!"

As everyone continued to have heated discussions based on the refreshed Dragon and Tiger ranking data, they all expressed their own analysis and opinions.

From the mouths of well-known fund managers in the asset management industry, from the opinions of major chief investment advisers and major analysts at securities investment institutions, from the analysis of influential financial media and stock reviewers, everyone is still clueless. Singing a long market, at the same time... we are also increasingly optimistic about the main areas of 'growth stocks' such as 'smartphone industry chain', 'mobile Internet', 'film and television media', 'Internet finance', and 'e-commerce' , expressing that under weak economic growth, the vast incremental market in emerging industries may be the antidote to economic development.

As for the 'steel', 'military industry' and 'nuclear power' sectors that have performed well during today's session.

In the eyes of the chief investment advisers, chief analysts, well-known fund managers, and stock commentators of well-known institutions in the market, it is just a pile of scrap metal with "sunset", and the growth and performance are completely unpredictable. The disclosure is extremely opaque, has no sustainable investment value, and has long been falsified in the historical performance of market development. Few people really dig deep and pay attention to these "sunset" investment sectors at this time. 'Traditional investment areas of the industry and are firmly optimistic about these areas.

It is within this emotional evolution and the guidance of the market's overall investment perspective.

In the evening, US stocks in the external market continued to open higher, and a number of well-known 'technology stocks' in the market continued to show strong trend patterns, giving the entire domestic market a bias towards emerging industries and the 'smartphone industry chain' , 'Mobile Internet', 'Film and Television Media' and other 'growth stocks' investment groups have added fuel to their hearts.