Rebirth of the investment era

In addition to the index performance, the market showed obvious signs of shrinkage during the half-day trading compared with yesterday.

At the same time, the popular industry sectors and concept sectors that attracted a lot of market attention in the past few trading days have ebbed and corrected today, both in terms of market trends and discussion among market investors. However, the unpopular sectors that received less attention before The industry sector 'port shipping' has become the core hot spot of the entire market this morning, ranking first in the industry sector growth lists in the two cities, quickly attracting the attention of countless investors in the market.

Similarly, the check from 'Yinkou Port', which belongs to the 'Port Shipping' sector, went out of the double board situation this morning.

After the market closed at noon, the market's discussion and attention also surged rapidly.

Later, after the emotional brewing at noon...

In the afternoon market, the core hot spots began to converge further into the fields of 'port shipping', 'machinery equipment', 'transportation', and 'high-speed rail', while the core industry sectors and concept sectors in the fields of 'infrastructure' and 'military industry', The enthusiasm and the intensity of funds following the trend have further subsided, and the corresponding popular stocks have shown a trend of shrinking and oscillating at high levels.

Finally, when the market closed at 3 p.m.

The Shanghai Stock Exchange Index was still fixed at 79 points, up slightly by 31%, while the Shenzhen Stock Exchange Index and ChiNext Index fell by 23% and 49% respectively. Compared with yesterday, the overall market turnover has shrunk by nearly 10 billion.

Overall, although the index performance is not satisfactory, the overall money-making effect of the market is not bad.

'Port shipping', 'machinery equipment', 'transportation', 'high-speed rail' and other sectors are all in the red, fully undertaking the core sectors and core popular stocks in the main fields of 'technological growth', 'infrastructure' and 'military industry' Funds sold on.

At the same time, the market has also undergone deeper expansion in terms of changes in conceptual themes.

In particular, the macro-concept themes of 'reform and reorganization of central and state-owned enterprises', 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road' were very popular today. In the entire theme field, about 70% of individual stocks , all achieved red plate gains.

Of course, in terms of the overall performance of individual stocks.

The market still shows a pattern in which the vast majority of popular stocks have ebbed, and while they had clearly underperformed the broader market index before, a number of low-priced stocks that are able to catch up with the market's popular main lines and core concepts have made up for their gains.

In general, the market is changing in a situation where themes are diverging and hot topics are further expanding.

It is vaguely making a high-low switching trend.

The general compensatory growth of low-priced stocks makes the index not very good-looking, but for retail investors, the money-making effect is quite high.

After the close, face the market's performance today.

Although everyone is somewhat disappointed that the Shanghai Composite Index failed to hit 2,400 points further, in the overall market, more than half of the stocks closed in the red. In the heated discussion, everyone was not very optimistic about the market outlook. The change.

There were even many hesitant investors outside the market.

Seeing that some popular core stocks in the two main lines of the market, 'Infrastructure' and 'Military Industry', have finally shown a slight correction trend, it is obvious that they can't help but want to enter the market to grab funds, for fear that the two major stocks of 'Infrastructure' and 'Military Industry' will follow. After the adjustment of the main line core concept sectors and corresponding core stocks ended, the market went short again.

In addition to the changes in sentiment and expectations in the direction of retail investors in the market.

At the macro level of the market, regulators are still releasing good news for the market from time to time. Asset management institutions, securities firms, financial media, and stock commentators are still summarizing a bunch of logic based on market trends. We are firmly optimistic about the market outlook.

In this situation, both retail investor groups and macro-level sentiments continue to shift towards the bullish direction.

Expectations for a market breakthrough in the future are also getting stronger.

As time passed after the market closed, at 5:30 pm, the dragon and tiger lists of the two cities were announced.

As the market shrank and adjusted sideways today, the stocks on the list were further reduced compared to yesterday. There were only 21 stocks on the list. Among them, 'LeTV', 'Chengfei Technology', and 'Fushun Special Steel' , 'Yinkou Port', several popular stocks with high market attention, are still on the list.

Among them, the "LeTV" dragon and tiger list shows that institutions are still net selling, and the net selling amount continues to exceed 100 million, and the attitude of reducing and clearing positions is extremely obvious.

The dragon and tiger list of 'Chengfei Technology' shows that both hot money and institutions are on the list, and the buying and selling transactions still show a net buying trend, but the amount of net buying has declined compared with yesterday, it was disclosed. The total number of buying and selling seats totaled more than 17 million.

The dragon and tiger list of 'Fushun Special Steel' shows that both hot money and institutions are on the list. Among them, institutions are net buyers, while hot money is clearly withdrawing. Of course, there is also a well-known hot money seat in 'Hongqiao Road', which is doing intraday trading. T, the buying and selling volume is basically the same, which shows that there are certain differences in the market of this check, but it seems that... the market is not over yet.

The dragon and tiger list of "Yinkou Port" shows that hot money collective relays are long, and the net purchase amount is still as high as more than 20 million.

Generally speaking, according to the dragon and tiger list data disclosed by the two cities.

As the most active capital group in the market, the attack paths of hot money are quite obvious. At the same time, it can also be seen that the hype and capital following the main line of 'technological growth' continue to decline, while 'infrastructure', In the field of 'military industry', there were many core stocks and popular concept stocks that surged in the past, but divergences began to appear on the market, and the shock pattern was obvious.

As for the "port shipping", "machinery equipment", "public transportation", "high-speed rail" and other industry sectors that have only fully exploded today, the funds' following trend and speculation mood are obviously heating up.

After the market dragon and tiger ranking data are fully disclosed...

Investor groups from all sides of the market saw that the wealth road of the 'Yu Hang Group' was still missing. At the same time, 'Chunhui Road', 'Four Seasons Road', 'Jiefang South Road', etc. did not appear on the selling seats of popular stocks. They felt in their hearts. The slight worry that I had had was instantly put away.

At the same time, after everyone analyzed the data disclosed by the Dragon and Tiger list.

The direction of their expectations has gradually shifted to the direction of 'port shipping', 'machinery equipment', 'public transportation', 'high-speed rail', etc., which will take over the market during the turbulent stage. At the same time, many brokerage analysts and well-known industry experts Stock commentators, after logical interpretation of the major macro-policy and conceptual themes of the 'Eurasian Economic Belt', 'Reform and Reorganization of State-owned and Central Enterprises', 'New Era Road, Maritime Silk Road', everyone has expressed their opinions on these major themes. The expectations are getting stronger and stronger, and more and more investors believe that these major conceptual themes will become the main theme speculation direction in the subsequent evolution of market conditions.

"'Eurasian Economic Belt', 'Reform and Reorganization of State-owned and Central Enterprises', 'New Era Road, Maritime Silk Road' are several major conceptual themes, superimposed on 'Military Asset Securitization', 'Macroeconomic Recovery', and 'Big Infrastructure Recovery' , 'relaxation of the real estate market' and other main line expectations, the subsequent market conditions... I feel like we have to do something!"

After the announcement of the Dragon and Tiger Ranking data, the entire market sentiment and topic discussions evolved. In the main hot money group of Yuhang, where Su Yu is located, many hot money groups expressed their emotions. At the same time, they also clearly anticipated the market outlook. In these main line expectations With support, it probably won't be too bad.

"Yes! Market expectations are converging on these relatively macro themes and concepts, and then the market space will really come out."

"These main themes mainly cover stocks in the two main areas of 'infrastructure' and 'military industry', right? I feel that they are not related to the small and medium-cap 'growth stocks' in the direction of the Shenzhen Stock Exchange Index and the GEM Index. This should be able to It means... once the market expectations shift to these main themes, the overall market trend pattern will still maintain the current '28th market' pattern, right?"

"That should be the case. After all, the main theme of the macro concept of 'reform and reorganization of central and state-owned enterprises' is mainly state-controlled stocks. Naturally, it cannot match the 'technological growth' that was previously hyped in the market."

"These core concepts and themes are expected to rise. I feel that on the main board, many blue-chip stocks with low valuations and heavy weights may have the power to rebound upward."

"Yes! The original weighted blue chips in the market have been suppressed in the market due to their large size, heavy lock-in, weak performance growth, limited scale growth and limited imagination in traditional industries. As a result, the valuations of these weighted blue chips have been suppressed in the market. The lowest valuation area has become a depression in market valuation, but now...these main lines of core concepts and themes are expected to give wings to these heavily undervalued blue-chip stocks!"

"But these weighted blue chips are very big. Even if you have expectations, ordinary funds can't lift them, right?"

"Normally, the main funds cannot lift it. At present... it depends on the main concept and theme logic put forward by the market. Whether the large institutional groups in the market agree with it or not. If they agree, then the continued growth of these large institutional groups will Under the influence of the warehouse, the blue-chip market around the 'big infrastructure' should come, and as soon as the blue-chip moves... the space for the Shanghai index to rise should be huge."

"Based on the current state of the market, the positions held by large institutional funds in these traditional blue-chip fields should also be at the lowest level, right?"

“Indeed, according to the previously disclosed annual reports of many heavyweight stocks, it can be seen that the holding levels of institutions in these traditional blue-chip areas are generally at low levels.”

"Haha...this is even better."

"Yes, the lower it is, the more necessary it is to increase positions when growth is expected."

"It is almost foreseeable that changes in market conditions in the future should maintain the '28 pattern' trend for a long period of time."

"In the case of institutions doing big business, we can also do it around the core themes that are strongly supported by macro policies such as the 'Eurasian Economic Belt', 'Reform and Reorganization of Central and State-owned Enterprises', 'New Era Road, Maritime Silk Road', right? Just like...'Chengfei Technology' and 'Yinkou Port', I dare say that as the market outlook and expectations further deepen, new concept leaders will soon emerge."

"It is absolutely possible to deeply explore these core theme and concept mainline stocks."

"Market expectations are becoming more and more biased towards the main board. It seems that the line of 'technological growth' is indeed dying. Alas..."

"Under such a change in expectations and sentiment, although the Shanghai Stock Index has a short-term upward trend, it is suppressed by the overall capital volume of the market and lacks upward momentum. However, the probability of a downward trend and retracement should be very small, right? I feel that in the following period, It would be a good time to make a trade.”

“With the support of these core concepts, the logic and expectations of ‘Chengfei Technology’’s surge should be stronger, right?”

"It must be stronger, haha... It is really wise to take over the third board of this stock today."

"The check for 'Chengfei Technology' will most likely hit the limit tomorrow, right? The fourth board should not be difficult. The key is to break through the height of the fifth board."

"Under this kind of market sentiment, if there are three, there must be five!"

"I have already said that the check of 'Chengfei Technology' will become the core leader in the market, haha... It is indeed true!"

"The market hasn't had a natural exchange of stocks on the Five-Connect Board for a long time, right? After the 'Chengfei Technology' check has a high degree of space, the market situation should be better."

"The logical line of 'Chengfei Technology' is very clear. The key is the check of 'Yinkou Port', and the logic of the sharp rise of this check... Now I am confused. I always feel that relying solely on the 'Eurasian Economic Belt' and ' The hype and expectations of the two conceptual themes of "New Era Road" and "Maritime Silk Road" cannot support the market price of this check."

"I think so too, so I would rather avoid this check and choose Chengfei Technology, which is safer."

"The check for 'Fushun Special Steel' should be volatile in the future. I just don't know when there will be a second wave of prices?"

"The check of 'Fushun Special Steel' should be avoided for the time being. The expectations of this check are not as strong as that of 'Chengfei Technology'. After institutions come in, the trend will inevitably become grinding."

"You can also explore stocks with pure low-level concepts and expectations of making up for the rise. After all, there are some signs of high-low switching trends in the market today."

“It’s harder to discover what’s hidden than to follow the trend!”

"It is difficult, but if market sentiment is supportive and expectations are supportive, it will actually be easy to do."

With the rapid refresh of news in the group and the collision of opinions among the hot money bosses in the group...

Everyone felt that the stock of 'Yinkou Port', which was not expected to be able to support the two consecutive boards, issued an announcement at around 7 o'clock in the evening that it would use the accumulated provident fund and the large amount of profits retained from last year's performance explosion to Carry out a high bonus of 30 for 10 and a dividend of 3 yuan for 10.

As soon as this news was announced, it was combined with the trend of the two consecutive boards in front of 'Yinkou Port'.

In the market, the discussion among the investor groups who are paying attention to this stock, as well as those who have followed the trend and bought this stock, exploded instantly.