Rebirth of the investment era

"Damn it, 10 for 30, is this reasonable?"

After seeing the latest market announcement issued by Yinkou Port, some people among the huge group of retail investors who paid attention to the check immediately raised questions.

"Based on the accumulated provident fund of this check and last year's performance, it is reasonable to get 30 for 10."

"Although it is reasonable, before the market news was announced, the stock price changed first, and it still had two daily limits. This kind of stock price trend, and the company's announcement of good news at this time, in any case, it is a bit in line with the market capital speculation, right? I guess a regulatory letter is inevitable.”

"If nothing else happens, this company will definitely receive a letter of inquiry from the regulator tomorrow."

"However, even if we receive a letter of inquiry, it will not affect the trend of this stock, right?"

"I guess it won't have any impact. Hey... the current inquiry letters are just for show. Even if there is real punishment, many companies are not afraid of it."

"However, I feel that the first two daily limits of 'Yinkou Port' have little to do with the good announcement released by the company tonight, right? After all, in the past two days when the stock price of this check changed, there was no funds to transfer to 'High Send' To determine the direction, the hype logic that everyone follows has always been the expectations of the main themes of 'reform and reorganization of central and state-owned enterprises', 'new era road, maritime Silk Road', and 'Eurasian Economic Belt'."

"How could there not be much connection? If it weren't for the 'high transfer' benefit that this check has now exposed, based on the expectations of several major themes and the mediocre fundamentals of this check, it would be difficult to support two daily limits. Even ghosts wouldn’t believe it if they said they didn’t have the funds to get the benefits in advance so they could lurk and make plans to raise the stock price in time to make profits.”

"Hey, the market's news channels are not symmetrical to begin with, and there's nothing we can do about it."

"Indeed, the gap between our retail investors and institutions and large investors in terms of news channels is indeed too big, so... in terms of operations, we can only follow the trend."

“It’s not the first time that big money has foreseen things. It’s not surprising.”

"Actually, if I want to say... the two daily limit boards for the stock 'Yinkou Port' are basically changing hands. If you can detect the changes in the market in time, it is still too late to participate."

"Who knew before that this check would be so beneficial?"

"Now that the benefits of 'high bonuses and transfers' have come out, the check will probably continue to rise by the limit tomorrow, right?"

"Not only will it rise to the daily limit, but it will probably follow a straight trend."

"I feel that this check has the potential to hit the 5th board in the future. After all, the 'high-speed transfer' superimposes the two main conceptual theme hot spots of 'Eurasian Economic Belt', 'New Era Road, and Maritime Silk Road', plus 'low Funds will definitely continue to speculate on the concept of price stocks."

“Basically, the two leading concepts on the market are ‘Chengfei Technology’ and ‘Yinkou Port’.”

"Fushun Special Steel is a bit behind today."

"In general, the trends of 'Chengfei Technology' and 'Yinkou Port' tomorrow should not be bad. Of course...'Chengfei Technology' seems to have a stronger market trend, and the check has been completed today It has broken through the height of the third board, and it can be regarded as the conceptual leader with the highest space in the market in the near future.”

"For stocks in the two main areas of 'infrastructure' and 'military industry', currently... there are no big problems."

"As long as you avoid the main line of 'technological growth', I think holding other relatively low-priced stocks will not be a big problem. Today, in fact, the market has a logic of making up for the increase. If my guess is correct... …Tomorrow’s market trend should still develop within the main conceptual themes of the ‘Eurasian Economic Belt’, ‘Reform and Reorganization of Central and State-owned Enterprises’, ‘New Era Road, Maritime Silk Road’, and at the same time, the concept of ‘high-speed transfer’ , there will definitely be some performance.”

"I think there is a chance in the 'Shanghai Free Trade Zone', right?"

"Why do I think 'port shipping' is the strongest? The shipping cycle has always been called a super cycle, and since 2007, shipping has been running at a trough for six or seven years. It is almost time to recover, right? And in In the development of our country's economy, the growth of foreign trade and its proportion in the economy are also getting larger and larger. I feel that this direction should have relatively large investment opportunities."

“Why do I feel that ‘port shipping’ still follows the logic of ‘big infrastructure’?”

"I also think it is the logic of 'big infrastructure'. According to various data, shipping should be far from the most difficult period. The so-called reversal of the predicament is not yet time, right?"

"Judgement of cycles is the most difficult. I don't recommend betting on cycle reversals."

"Look at the coal industry. At the end of last year, major institutions expected that the lowest point was over. However, up to now... thermal coal is still falling. Coal bosses who used to spend money like water are now bankrupt. We are carrying countless debts, but the market shows no signs of reversal. This is a cycle... killing people is not bloody at all."

“If the coal industry is to be reversed, thermal power generation is needed!”

"Thermal power is out of business. The country plans to restart nuclear power this year. Thermal power will probably have to continue cleaning up. After all, environmental protection control will definitely become more and more strict in the future."

"Hey, traditional cyclical industries currently have no hope of reversal."

"But this does not prevent these sectors from being continuously hyped by funds following the logic of the recovery of 'big infrastructure'!"

"Compared with coal, thermal power, and the steel sector, it should be better, right? After all, coal prices have been falling, and the costs of steel companies have also been falling."

"The steel industry is currently experiencing overcapacity, right? Moreover, rebar has been falling."

"Don't look at the present, look at the future..."

"Yes, 'real estate recovery' is good for the steel sector. At the same time, the two core concepts of 'Eurasian Economic Belt', 'New Era Road, and Maritime Silk Road' are not just about expanding external demand and solving internal problems. Is there a problem of overcapacity? I think as long as macroeconomic policies support and everyone’s expectations in this direction are increasing, then the current tragic situation is not important at all. On the contrary, I feel that the worse the current fundamentals are, the more core concept stocks will rise. potential."

"Awesome! This anticipatory understanding is truly top-notch."

"All in all, in the current market, as long as you avoid the line of 'technological growth', you can do whatever you want."

"Hehe, it's true... I've finally lost less money recently."

"I'm so sorry for LeTV. Hey...it dropped twice in a row, and I lost all this month's profits. The check from 'LeTV' won't be returned to the limit tomorrow, right?"

"Depending on the situation, there should be big funds to try to crack down on LeTV tomorrow."

"If 'LeTV' continues to fall, I'm afraid Mr. Jia will be forced to liquidate his position."

"Who knows how many shares Mr. Jia has pledged?"

"Hey, let's not talk about Mr. Jia. Mr. Jia has not been seen in the last two months. I heard that he went to the United States. I don't know if it is true?"

“Regardless of whether it’s true or false, just avoid LeTV and don’t touch it.”

"This check is really harmful to people! The group of organizations that promoted this check before are really harmful to people."

"So, in the market, it's better not to follow blindly. If I want to follow the market, then I will only follow Mr. Su's 'Wealth Road'. From last year to now, although I have not been able to get a big hit in several big checks, but Overall, we have almost doubled our profit.”

"Damn it, can you make so much money by following Mr. Feng Su's 'Way of Wealth'?"

"I don't make much money, but the boss who can really keep up will earn at least twice as much, right?"

"If we want to say that the only real talent in the market now is Mr. Su from the 'Yu Hang Group', the 'Wealth Road' is really a beacon in the market. It has never failed since its launch."

"This is the understanding of the market conditions by the top market boss!"

"So, if you don't understand the analysis, you can just follow the main position direction of the 'Yu Hang Group'. The main line of 'big infrastructure' and Mr. Su's 'Wealth Road' currently do not have any traces of large-scale reduction of positions and profit taking." , so...there should be no problem if you do it boldly."

As time goes by, the topic becomes more popular in major investor forums and communities on the Internet.

Still showing an increasingly hot trend.

At the same time, it can be clearly felt that on the entire network, compared with before the Shanghai Stock Index broke through 2300 points, the number of retail investors participating in the discussion has significantly increased. The corresponding stock investment topics in various forums and communities, the number of new posts and replies The number also shows signs of continuing to increase.

This shows that under the guidance of the market's continued money-making effect, potential investor groups outside the market have already shown signs of following the trend and entering the market.

As market sentiment evolves, investor groups’ expectations for the market outlook further change.

In the evening, external market trends continued to be sluggish.

After the U.S. stock market opened slightly lower, it rebounded higher during the session and once showed a strong upward trend. However, in the second half of the night, the major indexes fell again, fully recovering the intraday rebound gains, and by the close of the market, the major indexes They all closed below their opening levels.

And affected by the trend of US stocks.

As well as the world's major well-known investment institutions, they have adjusted their global economic expectations for the second half of the year.

The next morning, other Asia-Pacific stock markets that opened earlier than the A-share market, such as the Nikkei Index and the South Korea Composite Index, all opened lower and moved lower.

The stock market trends in the entire Asia-Pacific region have greatly affected the pre-market sentiment of the domestic financial market.

As a result, the time has not yet reached the call auction stage of the two cities at 9:15, and the entire market, which was originally biased towards optimistic investment sentiment, has gradually slipped into a conservative and prudent investment sentiment. Of course... the bearish investor group is still They are a minority among the entire investor base.

However, due to changes in sentiment and the influence of external market trends, the divergence of opinions in the market has begun to further increase.

Then, amid the uneasiness of countless investor groups and the intense attention.

At 9:15, the two cities ushered in collective bidding.

I saw that after a brief market jump, the situation presented by the two markets was still obviously better than what everyone expected before the market opened.

Among them, the major industry sectors of 'shipping ports', 'machinery equipment', and 'public transport', which had obvious profit-making effects yesterday, still occupy the top positions in the industry sector growth lists of the two cities at the beginning of the market collective bidding, and the 'reform of central and state-owned enterprises' "Restructuring", "Eurasian Economic Belt", "New Era Road, Maritime Silk Road" and several core concept themes are also showing a comprehensive red trend.

Of course, the two main areas are ‘infrastructure’ and ‘military industry’.

The performance of core industry sectors and concept stocks with heavy short-term profit taking was not as strong as in previous trading days, and they all remained flat.

And there are a number of industry sectors and concept stocks in the main line of "technological growth".

The performance at the beginning of the call auction was obviously much better than yesterday. The panic selling situation no longer existed at all. The major industry sectors and concept sectors were almost the same as the core concept sectors and industry sectors in the fields of 'infrastructure' and 'military industry'. , all remain flat.

As for the core popular concept leading stocks that rank among the top five in terms of attention and discussion in the two cities.

The initial call auction of ‘Chengfei Technology’, which attracted the most attention, opened higher at around 8 points, and active buying showed a rapid and continuous increase. It is self-evident that it is in a strong state.

The check "Yinkou Port" ranks second in the market's attention.

Under the direct positive support of yesterday's "high bonus transfer", in the early stage of today's call auction, it showed a trend of huge daily limit orders and one-word daily limit.

The check of ‘Fushun Special Steel’ fell back to the third place in the market’s attention.

The market maintains a flat trend. On the market, the buying volume and selling volume are basically the same. The long and short differences on the market are still not clear in the continuous competition yesterday, and the expectations have not shifted to the same direction again.

‘LeTV’ ranks fourth in market attention.

At the beginning of the call auction, this check still showed a downward limit trend, but it is obvious that the number of lower limit orders has been greatly reduced compared to yesterday, reaching less than 200,000 lots, and as time went by, the lower limit orders The amount of capital buying has been increasing.

According to this trend pattern, there should be no suspense when this check is opened today.

The check from ‘Beijiang Communications Construction’ ranked fifth in the market’s attention.

After the sluggish trend yesterday, it opened slightly lower today at the beginning of the call auction. The buying funds on the market showed obvious signs of ebbing. The leading trend in the early stage no longer exists. According to this change of form, if there is no If the positive stimulus continues, there is a high probability that this check will continue to adjust, and the stock price will continue to fall from its high level.

"The market opening situation is better than expected!"

At 9:16 in the morning, in the main fund trading room of Zexi Investment Company in Shanghai, Zhou Kan, who was carefully observing the overall performance of the market, said with a smile: "It seems that the market resilience, under the influence of the continuous money-making effect, is indeed gradually improving." It shows that although it is still difficult for the current index to break through upward, the overall trend is already a bit like weak but strong."