Rebirth of the investment era

However, even if the number of listed stocks in the market has decreased, the overall transaction volume disclosed in the list has not decreased, but has increased slightly. At the same time, popular stocks that everyone is paying attention to, such as 'LeTV', ' Fushun Special Steel', 'Chengfei Technology', and 'Beijiang Communications Construction' are also on the list.

Among them, LeTV’s Dragon and Tiger list shows that institutions sold a net 61 million yuan, and small and medium-sized hot money leveraged 21 million yuan.

Fushun Special Steel's dragon and tiger list shows that the hot money seats that are active in the market are still participating in the relay. Of course, there are also one or two active hot money companies that have taken profits out of the market. In addition to hot money relaying each other, institutional seats are also on the list today. , bought more than 11 million.

Chengfei Technology's dragon and tiger list shows that the net buying of hot money in the active market is as high as more than 51 million, of which the purchase amount is more than 70 million and the sales amount is more than 20 million, which proves that the main funds are very optimistic about this check. At the same time It also shows that the capital component of today's buying and selling of this check is mainly the main force entering, while the pattern of retail investors exiting also shows in disguise that there is a strong sense that there is still a certain market space for this check in the market outlook.

Beijiang Communications Construction's dragon and tiger list shows that the net sales volume of active hot money seats has reached more than 18 million, and the transaction volume has increased significantly compared with the previous day. This shows that the most active hot money group in the market has expectations for this check. It is no longer high, and they are basically closing when the gains are good and taking profits at high levels. Fortunately, the 'Fortune Road' seat that everyone is worried about does not appear on the selling list of this check. The subsequent market trend of this check, Adds a touch of life.

Of course, in addition to these four high-profile hot stocks...

As for other popular concept stocks, as long as they belong to the main fields of 'infrastructure', 'military industry' and 'technological growth', the net buying volume of funds on the Dragon and Tiger List, the activity of the main hot money participation, etc., all show a positive performance. The phenomenon of polarization, that is, just from the disclosed dragon and tiger lists, it can be clearly seen that funds from all walks of life in the market are still converging on the main lines of 'infrastructure' and 'military industry'.

In addition to a number of popular concept stocks.

Today, a stock named "Yinkou Port", which belongs to the "Port Shipping" sector, also performs quite sharply on the Dragon and Tiger list, attracting the attention of many investor groups.

I saw that this check closed at the daily limit with an intraday amplitude of 13% today.

According to the trading data and trading seats disclosed by the Dragon and Tiger List, it can be seen that institutions net purchased more than 37 million yuan, and in terms of the total trading funds of the entire Dragon and Tiger List trading seats, the net buying amount was as high as more than 4,600 million, second only to 'Chengfei Technology' among the stocks on the list.

Of course, under the performance of up to 46 million net purchases.

Among the trading seats disclosed, there are no well-known hot money seats in the market that are familiar to the majority of investors, nor private equity trading seats such as 'Fortune Road' and 'Liberation South Road', but even so... this check is worth a lot. Smart investors focus.

After all, the net buying volume of large funds reached 46 million.

It is enough to show that in today's trend of this check, a large part of retail investors' funds have been cleaned, and the internal chip structure is quickly concentrating on this logical point.

Moreover, with basically no rumors, this check pulled straight up from the bottom, crossing 13 points, sealing the daily limit.

It is very likely that this check has potential benefits in the market outlook.

After all, a low-profile and unpopular stock that had been oscillating at the bottom for a long time suddenly released such a huge amount of energy and made a sudden move. Without potential positive support, the funds for the move would not dare to act so recklessly.

"Looking at today's Dragon and Tiger List data, Mr. Su's 'Wealth Road' continues to lock up positions."

After the data on the market dragon and tiger list was refreshed, the discussion among the vast retail investors in the market became more and more intense and heated.

“The top hot money seats on Jiefang South Road, Chunhui Road, and Four Seasons Road seem to have been locked up today.”

"Everyone, please lock up your warehouse. This should be a good thing, right?"

"It must be a good thing. This proves that the elders are still optimistic about the two core main lines of 'infrastructure' and 'military industry' that have exploded."

"It's a pity that 'Hengsheng Electronics', 'Huayi Brothers' and 'Netspeed Technology' are not on the list, otherwise the Dragon and Tiger list would definitely be exciting, as well as 'Huaguo MCC', 'Huaguo Railway Construction', Several popular and weighted large-cap stocks such as 'China Airlines Optoelectronics' are not on the list. The amplitude of these stocks today is very large, and the difference in funds on the market is also quite obvious. If they are not on the list, you will have no idea of ​​the motivations of these funds, and at the same time, you will not know the motives of these funds. Know who is buying and who is selling.”

"How can I reveal so much information to you? Then the bosses will have nowhere to hide."

"Be content. Overall, from today's Dragon and Tiger ranking data, we can already see a lot of things in the market. At least the 'technological growth' line has not stopped the downward trend at all. It will definitely continue to fall in the future. Especially for the 'LeTV' check, the organization cut off its positions, which is really fierce."

"Before, everyone said that the trend of stocks held by institutions will be relatively gentle. Now look at 'LeTV', a core weighted GEM stock held by institutional groups and a leading growth stock in the main line of 'technology growth'. The so-called The trend is gentle, where is it reflected?"

"Hehe... This is naturally reflected in the lower limit."

"Today, 'LeTV' closed the limit early. In fact, it didn't release much energy at all. The trend of this check tomorrow is probably terrifying."

"Indeed, today's sales on LeTV's Dragon and Tiger list are basically all institutions. I'm afraid these institutions will continue to sell positions on the floor tomorrow, right? Think about the people gathered on the stock of 'LeTV'. The institutional holding groups totaling billions are really terrifying!”

"This is the tragic scene of stocks with heavy institutional holdings after the underlying investment logic of the stocks has been shaken!"

“Institutions have completely cut their positions, and LeTV’s check has obviously lost some value.”

"According to this trend, 'LeTV' may have to hit the limit three times, right?"

"There is a high probability that it will fall to three limits, and after three falls, there is a high probability that it will continue to fall, and the stock price will continue to reach new lows. After all, institutional groups with billions of positions will continue to cut positions. In the short and medium term, it is difficult to see the stock price At the end of the adjustment, and after the core stock of 'LeTV' completely collapses, it is basically impossible for the 'technology growth' line to reverse in the short to medium term."

“Indeed, after all, with the lessons learned from ‘LeTV.com’, the current market valuation is still high, with valuation conditions that are several times higher on average than the main board weighted blue chip and white horse stocks. No one can be sure of the next investment logic. Which stock will collapse?”

“Once the main large-capital groups in the market no longer trust the investment logic of a major main line direction, and even feel that it is extremely risky, then there is no doubt that...the main funds will definitely flee this field unconditionally, thus gathering Move towards safer, more profitable main-line investment areas.”

"Comparing the main line of 'technological growth', if we want to say that the valuation is lower, safer, and the main line of investment has better profit-making effect, then there is no one more suitable than the main line of 'big infrastructure' and 'military industry'? Look at today's According to the market trend reaction and the Dragon and Tiger List data, in fact, large funds from all walks of life are indeed converging on these two main areas."

"That's for sure. Isn't it true that the data on the Dragon and Tiger rankings for the two checks 'Chengfei Technology' and 'Fushun Special Steel' are so strong?"

"It seems that the market conditions in the 'military industry' and 'large infrastructure' lines will continue for some time."

"In the absence of new main hot spots and major theme directions in the market, there should be no doubt that the market for 'military industry' and 'infrastructure' will continue."

"By the way...what logic does 'port shipping' follow today?"

"The 'Port Shipping' sector should have been driven purely by the daily limit of 'Yinkou Port' today, right?"

"Then what's the logic behind the 'Yinkou Port' check?"

"Who knows, but... I feel like 'port shipping' should also be part of the main line of 'big infrastructure', right? Is it also following the expected main line of 'infrastructure recovery'?"

"Isn't it the main line of the 'free trade zone'?"

"If it is the main line of free trade zones, then how come there is no movement at all today among the many regional free trade zone concept stocks in the Pearl River Delta and Yangtze River Delta?"

"The logic of this check is completely unclear at the moment. Let's wait and see how the market outlook performs!"

"It makes sense. If there is really hard-core logic, there is no way that the 'Bank Port' check will only have one market price. And if there is only one market market, it will probably be just the main funds trapped in it to save themselves. Through' Infrastructure's east wind is nothing more than an 'oversold rebound' to lure the market."

"Rather than guessing the logic of 'Yinkou Port', I think it is better to do 'Fushun Special Steel' and 'Chengfei Technology'."

"I feel that 'Chengfei Technology' is going to become the new concept leader in the market. After all, the restructuring expectations of this check are too strong, and the company is also blowing the news and cooperating with the fund speculation, and 'Fushun Special Steel' is more Fundamentally speaking, demand is expected to surge, but in terms of storytelling, it is still far behind."

“‘Fushun Special Steel’ is suitable for institutional leadership, while ‘Chengfei Technology’’s expectations will be realized faster.”

"Hey, but overall, market capacity is still a problem, and if the 'technological growth' line continues to weaken, relying solely on the logic of the two main lines of 'infrastructure' and 'military industry' on the Shanghai Stock Exchange's main board, I’m afraid it will be difficult to support the entire market upward all the time, right?”

"If the overall market trend is to be upward, the trends of the Shanghai and Shenzhen stock markets must not be too divisive."

"Referring to the market trend in the second half of last year, in fact, as long as the 'technology growth' line falls back briefly, the volume and energy decline, and stabilizes, the upward pressure on the Shanghai Stock Exchange Index will be less."

"Regardless of whether the Shanghai Stock Exchange Index can independently break through upward, stocks in the main line of 'technological growth' in small and medium-cap stocks cannot wait any longer."

"If the logic of the 'big infrastructure' line can continue to diverge in depth and draw out more main lines of investment logic and hot topics, then with the improvement of the market's money-making effect, the lack of capacity will attract potential investor groups outside the market. As we continue to enter the market, we should be able to slowly make up for it, right?”

"According to this logic, it should be possible."

"But if the market develops like this, the subsequent market trend will not be a sharp rise."

"It could not have been a sharp rise. Looking at the upward trend slope of the Shanghai Stock Index this time, it is obviously much lower than the wave in April and May. However, the trend is slower, and the index slowly breaks upward in one step or two. I think the foundation is more stable. If we go this way, the probability of breaking through the 2,500-point pressure mark above... is also greater. If there is a real sharp rise and the market's active funds and expectations are consumed in an instant, the market outlook will be dangerous."

"It makes sense, I agree..."

Accompanied by fierce discussions in the market.

Everyone's investment views and expected directions are also further shifting from the main line of "technological growth" to the "infrastructure" and "military industry" directions of the main board, and even the main board's entire weighting of blue chips, high-quality white horses and other fields.

Even among the large market institutions and brokerage companies.

Some radical analysts and institutional fund product managers, as always, have shouted out the investment views of "market value revaluation" and "the return of the king of value investing" in their public singing, calling on everyone to stay away from anything with a valuation of 100 PE or above. The so-called 'technology growth' stocks, and actively deploy low-valued infrastructure, finance, consumer white horse and other market-weighted stocks that can reflect core values.

At the same time, in the public singing of many voices.

I don't know whether it is the deliberate prompting of the regulators or the spontaneous behavior of the institutional community. The call for a "bull market" in the market has gradually begun to become noisy again. Many institutions have also begun to forcefully push some so-called macro logic and many market favorable factors. To explain the view that the 'bull market' is coming.

But whether it is because of the intentional prompting of the regulatory authorities or the spontaneous behavior of the institutional community.

Amidst the strong bullish voices that have gradually accumulated in the entire market, when everyone's investment preferences are refocused on core stocks such as blue chips and white horses, it seems to be moisturizing silently, and the market's investment confidence is sluggish. Once again, it gradually recovered under the influence of short-term market speculation and the multiple voices of institutions and media.

Under the evolution of this market atmosphere and market sentiment.

Even at night, when US stocks and the entire external market fell into a correction trend again.

The next day, the sentiment in the A-share market did not subside much, and at the beginning of the call auction, the entire market still maintained a trend of generally opening slightly higher.

It’s... the core market line of ‘technological growth’ that attracted countless chasing funds in the early stage.

Under the influence of LeTV's one-word price limit at the beginning of the call auction, the trend of individual stocks in the main line area is generally ugly.

"Hey, boss, it seems that the market resilience, with the evolution and deepening of emotions, has become a little bit interesting." At 9:16, inside Yuhang, Yuhang Investment Company, in the main fund trading room, Wang Can saw the market approaching. Of the 2,000 stocks, more than half of the stocks have achieved a red market and a high opening. A smile spread all over his face, and he said with a smile, "And when this resilience and expectations gradually formed, there were many hesitant potential investors outside the market. I am afraid that the crowd will not be able to restrain their desire to make money, and will follow the trend of market sentiment and continue to enter the market slowly, right?"