Rebirth of the investment era

At this time, Su Yu also noticed the changes in the two conceptual sections of 'Internet Finance' and 'E-Commerce'. He pondered for a moment and said with a genuine smile: "Smart, start from these two conceptual sections, and appropriately induce emotions and expectations. It can indeed slightly save the collapse and stampede situation in the entire main line of 'technological growth', and induce some bargain-hunting funds to intervene."

"What do you mean?" Li Meng was stunned when he heard what Su Yu said, and asked, "You mean... the two concept sectors of 'Internet Finance' and 'E-Commerce' suddenly strengthened in the second half of the call auction. , it is the market performance that is deliberately guided or deliberately created by the funds on the market.”

Su Yu nodded slightly and said: "This possibility cannot be ruled out, of course... the two conceptual sectors of 'Internet finance' and 'e-commerce' are expected to be there, and there is still room for speculation. Even if there is no funds to deliberately Guidance, the trends of these two concept sectors should be different from the trends of other concept sectors in the main line of 'technological growth', or even strengthen independently."

"If there are funds really guiding the market trends of these two concept sectors, what is the motivation of the other party?" Li Meng asked, "Moreover, will this have any adverse impact on the sectors where we mainly hold positions?"

Su Yu pondered for a moment and responded: "The biggest possibility is that the main funds trapped in the main line of 'technological growth' are doing it to save themselves. After all, if the 'technological growth' line collapses, it will be completely If liquidity is lost, it will be difficult for the main funds trapped in the line of 'technological growth' to stop losses regardless of cost."

"As for the impact on our heavily stocked sectors..."

Su Yu paused for a while, glanced at the two markets where the collective bidding was about to end, and then continued: "Today, the two main lines of 'infrastructure' and 'military industry' have opened a bit wider due to the hot mood in the early trading. It is too high. Such a high opening range will prompt short-term profit taking when the overall market is insufficient in incremental funds, and will also make many funds that are 'fearful of highs' hesitate to retreat."

"This has led to the entire main line of 'infrastructure' and 'military industry' sectors. After the market opens, there will inevitably be heavy volume fluctuations, and further screening and consolidation of chips."

"But overall..."

"The expectations and sentiments of the 'Technology Growth' line have declined from their peak, and there is an endless stream of funds that have locked up funds in the short term and are eager to close positions and stop losses. Looking at the expectations and sentiments of the two main lines of 'Infrastructure' and 'Military Industry,' But it is still gradually increasing.”

"That is, guided by market expectations and sentiment."

"The market tone of these two major main lines, even though there will be repetitions in the intraday trend, there will be no essential change in the overall trend change."

"At present, we only need to hold positions with peace of mind, make small adjustments to individual stock positions that are expected to respond adequately, and seize as much market profits as possible from changes in market trends to increase the growth of our fund's net worth. The rest... can be paid attention to, But don’t worry too much.”

"Master..." After listening to Su Yu's analysis and interpretation of the market, Liu Yuan thought for a while and said, "Spurred by the trend and rising sentiment in the concept sectors of 'Internet Finance' and 'E-Commerce', the entire market's bargain hunting funds should There will also be many other sectors that will pour into the main line of 'technological growth', right?"

"In other words, today's 'technology growth' line will most likely trend better than we expected before the market opened."

"In this way, the market should not be seriously hindered by the 'technological growth' line."

"In other words, the Shanghai Stock Index should still have the potential and hope to continue to break upward today, right?"

"Everything is too much, and I think... the index moves slower, and the mainline market slowly ferments. Don't overdraw expectations directly in one go. It is not a bad thing." Zhao Lijun took Liu Yuan's words and said, "After all, emotions and confidence are both As the money-making effect of the market slowly ferments, quantitative changes will eventually lead to qualitative changes. If we rush for success, I am afraid that we will destroy the original trend changes of the two main lines of 'infrastructure' and 'military industry', and make these two major The height of the main line market has been constrained accordingly."

"Well, what Team Leader Zhao said makes sense." Zhang Guobing nodded in agreement after hearing Zhao Lijun's words. He turned to Su Yu and said, "Mr. Su, at this time...in addition to making small adjustments to the individual stock chips that are expected to respond well, It is better to maintain static positions as much as possible.”

Changes in market trends have their own inherent ecology and laws.

Since the current market trend is already in their favor, there is no need to aggressively guide the market and promote further increase in speculation.

Following the brief discussion among everyone in the trading room, there was also analysis of the corresponding trading strategies.

At this time, the market trading time has reached 9:25, and the collective bidding in the two cities has ended.

The Shanghai Stock Exchange Index opened higher at 64 points, an increase of 56%; the Shenzhen Stock Exchange Index opened lower by 23%, the ChiNext Index opened lower by 19%, and the Small and Medium Enterprises Index also opened lower by more than 1%.

In addition to the index, the market corresponds to the main line and the performance of concept sectors.

A number of industry sectors and concept sectors in the two main areas of 'Infrastructure' and 'Military Industry' all opened higher. Among them, the three major industry sectors of 'National Defense and Military Industry', 'Building Decoration' and 'Building Materials' all opened higher and increased by more than increased by 1%; a number of industry sectors and concept sectors in the main line of 'technology growth' showed relatively differentiated opening performance.

For example, the three major concept sectors of 'film and television media', 'domestic software' and 'Apple concept' have opened lower by more than 5%; while the major concept sectors of 'Internet finance', 'e-commerce' and 'mobile payment' have opened lower. It's almost flat.

As for the performance of popular stocks in the two cities.

'LeTV' fell by the daily limit, with more than 450,000 orders closed, and the panic selling sentiment on the market reached its extreme; 'Huayi Brothers' opened 76% lower, and the selling orders that actively killed the decline also completely suppressed the buying orders on the market; 'Netspeed Technology' opened 12% lower, and the active selling volume is still huge, but the panic selling sentiment is not serious; 'Fushun Special Steel' opened 37% higher, and the volume performance is very active; 'Beijiang Communications' Construction' opened 13% higher. Although the volume performance is still relatively active, the hype and market enthusiasm have declined compared with the previous two days; 'Shanghai Construction Engineering', 'Tianshan Cement', 'Chengfei Technology', 'Hongdu Airlines', a number of popular stocks, has increased market attention, and its opening range is between 5% and 3%, and its performance is relatively in line with market pre-market expectations.

Faced with such a polarized market opening situation...

The discussion among the broad investor groups in the market is becoming more and more intense. At the same time, the direction of their inner expectations is constantly changing.

"Sure enough, the two main lines of 'infrastructure' and 'military industry' led the market across the board."

"The line of 'Technology Growth' has been completely destroyed by the stock of 'LeTV'. Damn it...'LeTV' check has soared before the big bad news. I don't know how many people have been buried in this round. ah!"

"Hey, I really didn't expect this bad news for LeTV."

"Facts have proven that the expected logic of the 'technological growth' line is pseudo-logic, and the 'big infrastructure' is still reliable. This round of 'big infrastructure' should be a clear reversal of the trend, right?"

"It must be a reversal. Look at the check of MCC, it goes up and down... Until now, it has doubled from the bottom without realizing it. You must know that this is a large-cap blue-chip stock. , I was wondering... does the trend of 'MCC' mean that the market's blue-chip market will start in the second half of this year?"

"Is there a collective blue-chip market? No way? At present, the market does not have that much incremental funds to support the collective changes of blue chips!"

"Although the index has changed from the '28 pattern', I think the subsequent market performance should still be the trend of the local market. After all, there is no essential change in the market capital. No matter how strong Mr. Su of 'Yuhang Investment' is, Can’t we generate a large amount of incremental market capital to continue to take over the market?”

"Yes, I also think that the pattern of local market conditions prevails."

"Even if it is the overall pattern of the local market, it will not affect the market interpretation of the main lines of 'big infrastructure' and 'military industry', right? It will not affect the Shanghai Stock Index's continued upward breakthrough, right?"

"Comparing the current positions of the Shenzhen Stock Exchange Index and the ChiNext Index, in fact, the Shanghai Stock Exchange Index should have made an upward breakthrough long ago."

"Speaking of which, the gap between the market's blue-chip valuations and the valuation scissors of 'tech growth' stocks on the GEM and small and medium-sized boards is indeed too wide. There is indeed room for valuation repair."

“Not a valuation repair, but expected growth.”

"Valuation repair is combined with the logic of expected growth, right? Haha... It seems that the 'Davis Double Click' can also be seen in the large-cap stocks on the main line of 'big infrastructure'."

"'Huaguo China Railway, Huaguo Communications Construction, Huaguo Railway Construction, Huaguo Construction... the collective movement of 'big infrastructure' weighted stocks has indeed never happened before. If the subsequent market can continue this trend, I believe that The Shanghai Composite Index will soon reach 2,500 points, after all, the weight pull is quite fast."

"We still hope that the rise will be slower, so that off-market funds can gradually come in."

"Indeed, the price has risen too fast, and it has become difficult for off-market funds to enter the market, or in other words... they are less willing to enter the market."

"The line of 'technological growth' should be undergoing major adjustments for a period of time. 'Infrastructure' and 'military industry' dominate the market trend. If a '28 pattern' can really be formed, the market's expectations will be collectively guided in this direction. conversion, then the subsequent market space... should be relatively large."

"Can we at least look at 2,500 points first?"

"You should be able to see 2,500 points. After all, there isn't much distance to go up."

"I would say, don't look at the price, it's more practical to focus on the current market conditions of individual stocks. The check of 'LeTV' is completely dead. If it doesn't adjust within half a year, there is no way to digest this round of concentrated hold-up." , and the collapse of 'LeTV' has also shaken the entire investment logic of 'technological growth'. In this way... the line of 'technological growth' must not be touched. What we have to do now... we can only choose Go for the 'military industry' and 'infrastructure' where expectations and sentiments are still growing, hehe... Fortunately, I hesitated for a while on short positions before, and this time I can finally take a little more initiative."

“In terms of individual stocks, the one with the strongest trend right now should be the check from ‘Beijiang Communications Construction’, right?”

"Not necessarily, I think the check for 'Beijiang Communications Construction' is going from strong to weak, and the mission of this check has been completed, right?"

“If we want to leverage market conditions to pick up in the direction of ‘big infrastructure’, then the mission of this check has indeed been accomplished.”

"The market sentiment of 'Beijiang Communications Construction' has indeed declined, and the future expectations of this check are actually average, and there is no basis for trend speculation!"

"With the check for 'Northern Xinjiang Communications Construction', I estimate that once Mr. Su's 'road to wealth' comes out, the market will be about the same."

"After all, the position of this check is not low anymore. The one that rises first must be adjusted first."

"Compared with the check of 'Beijiang Communications Construction', the leading image of the check of 'Fushun Special Steel' is actually stronger. After all, this check has the expected logic with the main lines of 'infrastructure', 'military industry' and 'nuclear power'. , are all closely related, whether it is logical expectations or performance expectations, there is no choice, and after the early limit, the hype mood has completely risen, and I feel that the hot money in the market will definitely continue to do this check. "

"I also feel that the logic of the 'Fushun Special Steel' check is better."

"What about the check for 'Chengfei Technology'? Do you have any ideas? I think this check has the potential to continue to explode, and it has the opportunity to become a conceptual leader in the direction of 'military asset restructuring'."

"The check from 'Chengfei Technology' is indeed good, but isn't the circulation plate a bit big?"

"It is not as large as the circulating market of 'Fushun Special Steel'. Compared with large-cap military stocks such as 'China Aviation Electronics' and 'Aviation Power', it should still be more suitable for capital speculation."

"It depends on the specific preferences of market funds. I feel that no matter which check is chosen, it will be good."

"It should be better to buy the stocks held by Mr. Su's 'Fortune Road'. Anyway, based on the big logic of 'infrastructure' and 'military industry', if you follow the 'Fortune Road' stocks and buy them, you will most likely not lose money." .”

“Now in the market, more and more people are following Mr. Su’s ‘wealth path’.”

"That is, the stocks held by Mr. Su's Fortune Road are now extremely vulnerable to speculation. In addition to continuing to chase prices, it is actually difficult to participate."

There was intense discussion among many investor groups throughout the market.

The market's brief 5-minute suspension time passed in a blink of an eye. Unknowingly, 9:30 arrived, and the two cities ushered in the official continuous bidding trading period.

I saw that the market had just resumed trading.

In just an instant, 'Fushun Special Steel', which had attracted much attention and had extremely hot emotional reactions, surged in a flash, and its stock price went straight to the daily limit under the pursuit of thousands of major buying orders. At the same time, the stock price also attracted much attention. On the trading market of another stock, 'LeTV', the limit-down orders increased sharply by more than 50,000 lots, exceeding the huge 500,000 lots. Funds that wanted to buy the bottom and pry the market were instantly discouraged!