Rebirth of the investment era

Finally, when 9:25 arrived, the collective bidding in the two cities ended.

I saw that the Shanghai Index was at 56 points, up 04%, showing a flat opening; the Shenzhen Index and the ChiNext Index opened higher by 59% and 89% respectively. Based solely on the opening of the index, the entire A-share market,' The situation of "Shanghai is weak and Shenzhen is strong" is very obvious.

"Oh my God! Why is the Shanghai Index so weak!"

Seeing the market opening like this, some of the investors gathered in the discussion area of ​​the trading platform sighed.

"The market is slightly red, so it is not considered weak. At least it opened at 2,300 points."

"Compared with the Shenzhen Stock Exchange Index, GEM Index, and Small and Medium-sized Enterprises Index, the Shanghai Stock Exchange Index appears to be very weak. Alas... yesterday's 'Military Industry', 'Steel', and 'Nuclear Power' sectors all failed to show continued profitability. The effect, depending on the situation, is that the line of 'technological growth' has obviously become the core line of the market."

"Even the check for 'Fushun Steel' did not have enough emotions and expectations, so the 'steel' and 'military industry' lines naturally had no hope."

"Sure enough, the strong are always strong! 'LeTV' can actually rise."

"The market sentiment is all on the line of 'technological growth'. I feel that in the future market development, we will continue to run wildly on this line, right?"

"The performance of the ChiNext Index and the Shenzhen Stock Exchange Index is already an obvious breakthrough trend, right?"

"The king of the GEM is back. The market situation in the second half of last year will probably be repeated."

"If the Shenzhen Stock Exchange Index and ChiNext Index want to form a substantial breakthrough trend, they have to continue to confirm upwards, right? However, looking at the results of the call auction trend at the opening, the market is indeed developing around the main line of 'technological growth'. It is still highly probable that the two major indexes will form a substantial breakthrough trend."

"There is no doubt that at this time, we should abandon the motherboard and focus on the layout of the 'technological growth' line."

"Looking around, at the moment, the market's industry sector and concept sector growth lists are all related to concepts related to 'technological growth'. Under this situation, the trend after the official opening is easy to predict."

"Indeed, but the performance of the Shanghai Stock Exchange Index is not that bad."

"The overall market sentiment today is still good. Although the main market hot spot is the 'technological growth' in the small and medium-cap sector, the Shanghai Stock Exchange Index feels that it has the power to make an upward breakthrough. At least... the 2,300-point position will definitely be able to stand firm. , Actually...if you ask me to say, at this time, whether you are following the position and buying stocks in the 'technology growth' line, or buying stocks in traditional industries on the main board, the future market expectations are not bad."

"I don't think that, overall, the market is still a game of stock, and as long as it is still a game of stock, there will be no so-called continuous incremental funds outside the market. So... under the condition of a certain amount of stock funds, 'Technology After the growth line occupies too much market liquidity, the traditional industry sectors of the main board will inevitably not have enough active funds to support their liquidity, and naturally there will be no sustained money-making effect."

"Agree, in short, since the market has made a choice in the direction of the main line, then we just need to follow it."

"According to the market's previous Dragon and Tiger ranking data, we can know that the core main positions of Mr. Su's 'Fortune Road' seat should still be in the traditional industries of the main board, especially the 'big infrastructure' field, right? And Mr. Su released the announcement two days ago He made remarks and was openly optimistic about the market development in the direction of the main board. Now... the market trend has completely turned in the opposite direction. Does this mean that Mr. Su’s market views are not necessarily completely correct?"

"Not just a few days ago, but just yesterday, Mr. Su's 'Fortune Road' was still increasing its position in Fushun Special Steel and increasing its position in the direction of 'infrastructure'."

"To be honest, this wave of President Su's choices is a bit hard to understand."

"I don't understand either. We can all clearly sense that the hot spots in the market are always leaning towards the line of 'technological growth'. There's no reason why Mr. Su doesn't understand!"

“If Da Lao’s investment logic were so easy to understand, then he wouldn’t be Da Lao.”

"But it is obvious that for the time being, the 'big infrastructure' line will not be popular!"

"It's not that the 'big infrastructure' line won't have a market, it's that it's difficult for large-market capitalization blue chips in the main board's traditional investment field to have sustained profitable markets. The entire 'big infrastructure' field, such as 'Shanghai Construction Engineering, Tianshan Cement, Beijiang Communications Construction, Pudong Construction, Chongqing Development, Beijing Capital Holdings, Financial Street, China Fortune Land Development...' and other small and medium-cap market capitalization stocks, the trend is still very good, not worse than the 'technology growth' line."

"It is obvious that the active buying activity in the direction of 'big infrastructure' and the overall net inflow of main funds in recent days are completely incomparable with the 'technological growth' line."

"The reason why Mr. Su has always insisted on investing in the 'big infrastructure' line is because the ship was in trouble, right?"

"It's not necessarily true that Mr. Su used to rush to raise funds and increase positions as soon as the good news about the film and television media market came out. It cannot be said that it was caused by the problem of 'turning around the ship in disaster' The 'Yuhang Department' headed by President Su is so firmly optimistic about the direction of 'big infrastructure', but despises and ignores the main line of 'technological growth'."

"Then what are the main reasons for the trading operations of the 'Yu Hang Group' in recent days? Is it true that in terms of trading cognition, the 'big infrastructure' line is more important than the 'technological growth' line? Does it have the potential for a market explosion, or investment potential?”

"That's the only way to explain it!"

"If the market's main trend completely shifts towards the direction of 'technological growth', will Mr. Su's 'road to wealth' fall from the altar and its influence be greatly reduced?"

"That's for sure. It is estimated that the performance of Mr. Su's funds will also be greatly affected."

"Sure enough, there is no real god in the market!"

"No, although the current market sentiment and discussion are almost all on the line of 'technological growth', why do I always feel that it is difficult to continue to create market space on this line!"

"I feel the same way, but I can't explain why."

"I agree. If you look at the market clearly, you can see at a glance the core concepts of 'Internet finance', 'e-commerce', 'Apple concept', 'film and television entertainment', 'mobile games' and 'domestic software', which are the main areas of 'technological growth'. The trend of the sector is very strong, and the related core popular concept stocks have opened slightly beyond expectations, but I just feel that the risk of this line is very high, and it is very difficult to make money by getting involved.”

"Fear of heights is actually quite normal."

"However, in fact, judging from the past trends of market history, the strong will always be strong and the weak will always be weak. This is the norm. Fear of heights and risk is the fundamental reason for our losses."

"To put it bluntly, as a loyal fan of Mr. Su, before the 'technological growth' line has a complete breakthrough in technology, I still insist on following Mr. Su's 'wealth road' operation, hehe... I I can’t believe it. The Shanghai Stock Index has been trading here for so many days, digesting so many free chips near 2300 points, and stabilizing the situation. If we don’t adjust downward, the great breakthrough opportunity will be wasted!”

"Yes, as long as the Shanghai Stock Index breaks through upward, even if the market will lag slightly behind the Shenzhen Stock Exchange Index and the ChiNext Index, the 'big infrastructure' line, with such a good trend pattern, will inevitably move in the future. Although the strong will always be strong, But under such a situation, there is nothing wrong with buying the bottom and lurking."

"Yesterday, the market almost completed the 'high-low switching' trend in the short-term market. Maybe... will it continue this style today?"

"In general, the opportunities in the 'technological growth' line are greater than those in the traditional investment areas of the main board, especially in the 'big infrastructure' related sectors. But on the other hand... the direction of the 'big infrastructure' line is, in Suzhou's case, The influence of the 'Fortune Road' and the continued positive attitude of the 'Yu Hang Group', the main force of funds, are not without market trends."

"The opening was good, but in fact, the market divergence has not disappeared."

"After the official opening, I will observe and observe again. I always feel that today's market trend will definitely not be simple."

"Pay attention to the trend of popular concept stocks such as 'Fushun Special Steel, Beijiang Communications Construction, LeTV, Wangsu Technology, Lixun Precision, Shanghai Steel Union, Hengsheng Electronics, Sanjiang Shopping, Pegasus International'. I feel that the opening ten Within minutes, the trend of these tickets will quickly determine the trend of today’s market.”

"It makes sense. The trend of the market depends on the concept leader. The trend of these popular concept stocks will be very critical for the market today."

"China Railway Construction, China MCC, China Aviation Optoelectronics, and China Fortune Land Development, which are core weight stocks in the fields of 'big infrastructure' and 'military industry', all had obvious changes in their intraday trends yesterday. We need to pay special attention to them today. , if these votes add up and continue yesterday's market trend, then I feel that the main direction of the market is still biased towards 'big infrastructure'. At the same time... the probability of the Shanghai Stock Exchange Index comprehensively breaking through the 2300-point pressure level today will also increase significantly. "

"Hey, I hope, no matter which direction the market breaks through, the most important thing is to quickly stand firm at 2,300 points and create a new index height space. After all, only when the index really goes up, will market investment confidence be truly established, and Only then can there be a steady stream of incremental off-market funds entering the market.”

"I agree, so it is meaningless to argue about the main trend of the market."

"I don't have so many ideas. I just think that in the worst case scenario for the market, the index should not fall much at its current position. So... light on the index and heavy on individual stocks, I think this is the best investment strategy at this stage. , and for individual stocks... naturally, whichever check has a strong trend, I will chase that one."

Accompanied by intense discussions among many retail investor groups, as well as rapidly refreshing posts in the discussion area of ​​the trading platform.

The brief five-minute suspension time passed in a blink of an eye.

I saw the time hand quickly turning to 9:30, and the stagnant market of the two cities ushered in drastic changes in just five minutes of emotional brewing.

With the eyes of tens of millions of investors gathering, the market has just begun to change.

The main line of 'technological growth' covers areas such as 'Internet finance', 'e-commerce', 'Apple concept', 'film and television entertainment', 'mobile games', 'domestic software', 'mobile payment', A number of popular concept sectors such as "Smart City" have risen rapidly, and their related popular stocks, such as LeTV, Wangsu Technology, Huayi Brothers, Hengsheng Electronics, Oriental Fortune, Huake Financial, and Shanghai Steel Union , Lixun Precision, Crystal Optoelectronics, Tianyu Information, Changqu Technology, Huaqingbao, Huace Film and Television, Cultural Investment Holdings... and many other stocks have also been frantically absorbing the active follow-up capital flow of the entire market, and there were early trading Explosive volume boosts the trend.

Immediately afterwards, at 9:31, 'Huace Film and Television', which had originally opened at a much lower price, suddenly became popular, and 'LeTV', which ranked first on the investor attention list of the two cities, also exploded to 20 million in one minute. , the market increase quickly reached the 2% increase mark, setting a new high for this round of rebound.

At 9:32, the three core weight stocks of GEM, "Netspeed Technology, LeTV, and Oriental Fortune", pulled up simultaneously, driving the GEM index to jump past the 1% mark in intraday trading. At the same time, due to The entire concept sector of 'Technology Growth' has been favored by active financial groups on the market. The Shenzhen Stock Exchange Index and the Small and Medium Enterprises Index have also passively risen rapidly along with the GEM Index, further widening the gap with the Shanghai Stock Exchange Index.

At 9:33, when the Shenzhen Stock Exchange Index, the ChiNext Index, and the Small and Medium Enterprises Index were absorbing the active capital flows of the entire market, the Shanghai Stock Exchange Index actually fell instead of rising. In just three minutes, it fell below the 2,300 point level again. The pass turned from red to green and fell to the underwater position in the session. At the same time, the gap with the strongest GEM index's intraday increase widened to more than 1%.

At 9:34, with the entire 'technological growth' main line trend siphoning off active capital groups in the market, the 'military industry' and 'steel' sectors that had performed yesterday also quickly retreated and fell underwater. Among them, everyone The two core popular concept stocks in the field of "large infrastructure", Fushun Special Steel and Beijiang Communications Construction, which expressed strong expectations, also opened significantly higher and fell back quickly with heavy volume, and selling continued in an endless stream.

At 9:35, LeTV’s growth hit the 3% mark, with transaction volume exceeding 300 million.

At 9:36, ‘Huace Film and Television’ suddenly surged in volume at full speed, and its growth rate jumped from a barely red-hot position to an increase of around 5%.

At 9:37, the entire concept sector of ‘film and television entertainment’ rose to around 5%.

At 9:38, in the entire "Technology Growth" main line area, the 20 popular concept stocks that attracted the most attention from market investors all achieved red market gains.

At 9:39, the GEM index continued to set a new intraday rebound high, refreshing the intraday increase to 25%.

At 9:40, the Shanghai Stock Exchange Index fell all the way and once again touched the 2295 point mark. At the same time, both market investment sentiment and the main direction of active financial groups on the market have shifted to the main line of 'technological growth', and the entire Almost all the growth lists of market industry sectors and concept sectors are occupied by relevant industry sectors and concept sectors of the main line of 'technological growth'.

At 9:41, the ‘Film and Television Entertainment’ concept sector surged to 2%, LeTV’s growth hit the 5% mark, and the intraday turnover exploded to 300 million.

At 9:42, I saw that in the entire market, 'tech growth' stocks exploded in full force, and the corresponding popular concept stocks opened higher and moved higher, frantically absorbing the main funds from all parties, active buying emerged one after another, and the price rose higher and higher. The majority of investors who are paying attention to the market think that the style of today's market conditions has been determined, and they all believe that the weak Shanghai Stock Exchange Index and the main traditional investment areas related to the main board will not have any outstanding performance.

At 9:43, after 13 minutes of adjustment, the intraday increase had dropped from a high opening to a flat position on the 'Fushun Special Steel' market, and a continuous large order of 10,000 hands suddenly burst out, and this The huge amount of buying funds for the stock directly drove up its stock price crazily with lightning speed. In just 30 seconds, more than 50 million yuan was actively purchased, pulling the stock price from a flat position. It rose to a gain of nearly 7 points.

At 9:44, 'Fushun Special Steel' briefly adjusted around the 7% increase, and then continued upward, hitting the daily limit without hesitation.

At 9:45, 'Fushun Special Steel' reached its daily limit and sealed the daily limit, with a turnover of 3.9 billion.

At 9:46, driven by the daily limit of 'Fushun Special Steel', 'Beijiang Communications Construction, Tianshan Cement, Shanghai Construction Engineering, Pudong Construction, Chongqing Development, China Fortune Land Development, Capital Shares, Bayi Steel, Valin Steel... ...' and a number of related popular concept stocks also followed the trend with explosive volume. Among them, 'Beijiang Communications Construction' made a lightning advance, and the trend also showed an upward straight line, instantly touching the 5% increase mark.

At 9:47, driven by a number of popular concept stocks, the 'Steel', 'Military Industry', 'Real Estate', and 'Building Materials' sectors quickly turned red from under the water. At the same time, the Shanghai Stock Exchange Index also rose rapidly, returning to 2,300 points. Bit.

At 9:48, ‘Beijiang Communications Construction’ closed its daily limit, and its intraday turnover also exceeded 100 million.

At 9:49, Hongdu Aviation’s sales volume in the ‘military industry’ concept sector rose sharply, while the ‘nuclear power’ sector surged.

At 9:50, just when everyone was surprised by the movements of popular concept stocks in the two major fields of "big infrastructure" and "military industry" on the main board, and they had not yet fully reacted, the "infrastructure" and "military industry" fields The core weight stocks, 'China Railway Construction', 'Huaguo MCC' and 'China Aviation Optoelectronics' also made lightning changes, with active buying volume increasing by more than 10 million every ten seconds, pulling up in a straight line, and at the same time, the three The share price of Check also quickly climbed to the top of the real-time growth charts of the two cities.

"what's the situation?"

Faced with the alternate evolution of the market in just 20 minutes since the market opened, at this moment, within the Shenzhen Pingyin Asset Management, the main fund trading room, Chen Shen, Gao Yixiang, and Wang Jinglun were responsible for tracking the market, as well as the ones responsible for formulating trading strategies. Liu Ziliang, general manager of the asset management business, was dumbfounded and could not understand it at all.

Of course, at the same moment, inside Yuhang and Yuhang Investment Company.

In the main fund trading room, Su Yu stared at the changes in the market at this moment, and his originally calm face couldn't help showing a very surprised look.