Rebirth of the investment era

"That's for sure." Su Yu responded with a smile, "After all, the institutional group, whether in terms of market information channels or market analysis capabilities, is not comparable to the small and medium-sized retail investor groups. In addition, the institutional group The group has a large amount of funds, and its grasp of the main market trend is definitely more acute."

"Boss, now various funds have basically invested in the two main lines of 'military industry' and 'infrastructure', as well as the 'Eurasian Economic Belt', the 'New Era Road, the Maritime Silk Road', and the 'reform and reorganization of central and state-owned enterprises'. The main lines of core concepts and themes have formed unanimous expectations." Wang Can thought for a while and then continued, "With the future expectations of these main lines and the size of the market value, they can accommodate a lot of main funds, that is, these main lines can accommodate a lot of main funds. The expected reversal should be able to drive the Shanghai Stock Index to continue to break upward in the future and successfully hit 2,500 points, right?”

Su Yu responded: "These major main lines can definitely drive and guide the index, but... in the short term, it is still difficult for the index to hit 2,500 points upward."

Zhao Lijun chuckled and said: "As long as the market's money-making effect, as well as the two main lines of 'military industry' and 'infrastructure', as well as the 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central and State-owned Enterprises' It is expected that the main areas of several core concepts and themes will continue to deepen. In fact, the 2,500-point index does not seem to be very important for the time being."

"Agree!" Zhang Guobing also agreed, "As long as the market's money-making effect is deepening, the expectations of various financial groups for the current core main lines of the market are increasing, and the net inflow of funds continues, then the market's investment sentiment and Investment confidence will definitely continue to improve.”

"As long as investment sentiment and investment confidence continue to improve."

"Then, those potential investor groups outside the market will definitely not be able to stand the temptation of the market's money-making effect, and will continuously enter the market to take over the hot mainline market, and this... will bring about continuous market growth. Incremental funds, when the market has continuous incremental funds..."

"Are you still afraid that there will be no market? Are you still afraid that the index cannot continue to rise and effectively break through the 2,500 points above?"

"However, looking at the current situation, the 2,500-point mark of the Shanghai Stock Exchange Index still has a great psychological impact on everyone." Wang Can said, "If the Shanghai Stock Exchange Index has been suppressed below 2,500 points, it feels that there will be no real bull opportunities on the right side. , and investors who usually focus on trading opportunities on the right side will still hesitate and are hesitant to enter the market on a large scale and do long positions.”

"But if the Shanghai Stock Exchange Index can break through 2,500 points..."

“It’s natural that there will be a huge boost in mood and confidence at that time.”

"In this way, with the opportunities on the right side highlighted, some potential investor groups on the sidelines should be much more willing to enter the market."

"The breakthrough of the index is natural. It is based on emotion and confidence first, and with the continuous intervention of incremental funds, and then the natural rise of the index and the breakthrough trend at the key resistance level." Liu Yuan does not agree with Wang Can. After thinking about it, he responded, "Of course, the relationship between the two is indeed complementary to each other, but we... At this time, there is no need to deliberately stimulate the market. At this stage, let the market sentiment Natural fermentation allows chips to change hands more fully at this position, which is better for the market outlook."

"Agree!" Zhu Tianyang also said, "According to what Mr. Su said before, we should maintain static positions at this time, wait for market investment confidence and market incremental funds, and let quantitative changes lead to qualitative changes."

Seeing that everyone disagreed with his point of view, Wang Can thought about it and stopped talking.

Later, as the market data on the Dragon and Tiger List was released, the discussion became more and more intense. In the evening, regulators continued to release positive news to the market, and various institutional analyst groups, financial influencers and other groups also continued to be bullish on the market without thinking. External market trends also continued to fluctuate weakly.

The next day, the market was under the influence of continued bullish sentiment.

As regulators continue to release positive news to the market, further stimulating market speculation and investment sentiment.

Even though the adjustment clouds in the external market still linger, the Shanghai Stock Index still maintains a relatively independent trend, oscillating strongly above the 2,400 point level, and continues to develop and refresh new intraday highs.

While the Shanghai Stock Index is independently strengthening.

The two main lines of 'Military Industry' and 'Infrastructure', as well as the core conceptual themes of 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central and State-owned Enterprises', also continue to absorb the market. The inflow of domestic and foreign funds maintained the market's leading position.

And the main line of ‘technological growth’.

Institutions continue to sell off, and internal capital flows are dominated by the two main lines of 'military industry' and 'infrastructure', as well as the core areas of 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central and State-owned Enterprises' Under the influence of the continuous siphon in the main line of conceptual themes, it is obviously weaker than the market trend, showing a pattern of continued weakness and shock.

As for the popular stocks in the market.

After continuous plummeting, the trend of 'LeTV' has finally stabilized slightly and entered an adjustment trend of continuous shrinkage and decline.

‘Chengfei Technology’ continues to rise as its turnover rate increases rapidly.

After institutions took over the banner of hot money and dominated the market, 'Fushun Special Steel' formed a trend upward pattern of small steps.

'Beijiang Communications Construction', a popular concept stock in the early stage, is in the two main lines of 'military industry' and 'infrastructure', as well as the 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central and State-owned Enterprises' After the main lines of these core concepts and themes have been fully developed, it seems to have completely completed its historical mission, continuing to pull back from high levels, and no longer following several major indexes to hit new highs.

‘Yinkou Port’ is a newly popular concept stock.

Riding on the hype of the two main concepts of the 'Eurasian Economic Belt', 'New Era Road, and Maritime Silk Road', the stock price soared. It also followed the continuous daily limit of 'Chengfei Technology', becoming the market's second largest short-term concern. One of Chengfei Technology's stocks.

In addition to these popular concept stocks, weight stocks.

After "Huaguo MCC" came out of the bottom, it formed a trend of increasing in small steps and shrinking, and the trend continued upward.

The trends of core stocks in the "infrastructure" field such as 'Huaguo Railway Construction', 'Huaguo Construction', and 'Huaguo Communications Construction' are basically similar to that of 'Huaguo MCC'.

And within the main line of ‘military industry’.

'China Airlines Optoelectronics', 'China Airlines Electromechanical', 'Aviation Power', 'China Airlines Electronics' and other stocks have gradually broken away from the bottom and embarked on an upward trend. Moreover, within the main line of 'military industry', the two major ones are 'domestic large aircraft' and 'domestic aircraft carrier'. The hype around the concept is getting more and more intense as the market continues.

As for other traditional main line sectors of the market.

Main areas such as 'traditional finance', 'non-ferrous cycle', 'petrochemical industry', 'food consumption', 'agriculture and animal husbandry' have relatively low valuations and good performance, especially those that can compete with 'Asia' The weighted stocks that are closely related to the core concepts and themes of "European Economic Belt", "New Era Road, Maritime Silk Road" and "Reform and Reorganization of Central and State-owned Enterprises" have begun to gain more and more recognition in the continuous interpretation of market conditions. According to the attention of the main funds in the market, many core stocks have a trend of stock prices supporting the bottom and gradually moving upward, or even out of the bottom shock.

Finally, the market closes at three o'clock in the afternoon.

The Shanghai Stock Exchange Index ended its positive streak with slight gains, while the Shenzhen Stock Exchange Index and ChiNext Index remained flat and fluctuated.

After that, as the market continued to perform, in the following month, the market maintained its focus on the two main lines of 'military industry' and 'infrastructure', as well as the 'Eurasian Economic Belt', 'New Era Road, and Maritime Silk Road'. ', 'Reform and reorganization of central and state-owned enterprises' are the main areas of core concepts and themes as the main breakthrough directions. The Shanghai Stock Exchange Index moved up in small steps, while the Shenzhen Stock Exchange Index and the ChiNext Index fluctuated sideways.

Then, when the time reaches early August.

The Shanghai Stock Exchange Index has gradually approached the 2,500-point mark, while the Shenzhen Stock Exchange Index and ChiNext Index have basically remained unchanged from a month ago.

At the same time, the market's main trend direction is upward.

The expectations of the two main lines of 'military industry' and 'infrastructure', as well as the core concepts and themes of 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'reform and reorganization of central and state-owned enterprises', both inside and outside the venue. It is already considered deeply entrenched among a number of investor groups.

In the huge market capitalization of these major main lines, as well as the hundreds of stocks involved.

A large amount of institutional group funds and off-site incremental funds have gathered.

Such a huge gathering of funds supports the two main lines of 'military industry' and 'infrastructure', as well as the core concepts of 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central and State-owned Enterprises' The trend of the main theme line has become extremely tenacious.

Basically, while the Shanghai Stock Index rose in small steps, none of these major main lines showed a decent correction.

In the almost two months of interpretation of the main market trends.

Although the Shanghai Stock Exchange Index has not yet officially launched its attack on the 2,500-point mark, at the same time, there is almost no change in the index points of the Shenzhen Stock Exchange Index and the ChiNext Index compared to two months ago.

However, in the relatively differentiated trend of the market.

Relevant industry sectors centered on the two main lines of 'military industry' and 'infrastructure', as well as the main conceptual themes of 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central and State-owned Enterprises', The concept sector, whether it is the trend or the increase, already has the characteristics of a 'bull market'.

Among them, the 'National Defense Industry' sector index has a cumulative increase of 42% in two months; the 'Building Decoration', 'Building Materials', 'Steel' and 'Real Estate' sector index has a two-month cumulative increase of It has reached about 35%; the indexes of sectors such as "Machinery and Equipment", "Port Shipping", "Public Transportation" and "High-speed Rail" have reached more than 25% in the past two months.

As for other non-core main line industry sectors and concept sectors.

In the past two months, when the Shanghai Stock Exchange Index has recorded an increase of nearly 10%, the vast majority of them have also achieved positive gains.

There are only concept sections and industry sections related to ‘smartphone industry chain’ and ‘domestic software’.

Out of the weak adjustment situation.

As the Shanghai Stock Exchange Index continues to strengthen, it has also continued to underperform the broader market, becoming the main area where major funds have mainly fled and given up in the past two months.

At the same time, the Shanghai Stock Index continued to move up in small steps, and several core main lines continued to be interpreted.

The market's money-making effect also continues to expand.

Although the turnover of the two cities shows no signs of rapid growth compared to two months ago, the trend of the turnover is basically the same as that of the Shanghai Stock Exchange Index, which is an upward trend in small steps. The turnover of the two cities has increased from the previous level. Generally around 120 billion or 130 billion, the average transaction volume has increased to around 150 billion.

Moreover, for two consecutive months in the market, the trend pattern has greatly changed. Affected by external trends, it has become weaker and weaker, and the volume and energy have increased simultaneously.

Whether it is from the direction of regulators or market news, the good news has continued.

At the same time, the investment sentiment and investment confidence of the majority of retail investors on and off the market have improved significantly compared with two months ago amid the continuous rise and strengthening of the market.

Talk about a ‘bull market’.

Not only are the voices of market institutions becoming louder and louder.

Moreover, more and more retail investors in the market are beginning to believe this analysis.

In this continuous performance of the market, on Thursday, August 7, the market once again closed the positive trend, and the Shanghai Stock Index even closed the small-step trend of 8 consecutive positives, fixed at 37 points, up 37 %, the intraday turnover reached 7.9 billion.

And just after the market closes.

In terms of market news, 'Yuhang Investment', which is already one of the top echelons of asset management in the domestic private equity industry, has announced to the market that it plans to announce the results of several of its main funds tomorrow, Friday, August 8. Position details and net worth performance in the last two months.

At the same time, ‘Yuhang Investment’ Company also announced.

Investing 200 million yuan to fully acquire the company "Anzhao Fund" from the "Oriental Group".

As soon as the two pieces of news were released, they immediately caused huge waves in the market and attracted the attention of countless investor groups.

After all, there are several main funds under ‘Yuhang Investment’.

It has been a long time since fund holdings and net worth performance have been publicly announced.

As we all know, the two main lines of 'military industry' and 'infrastructure', as well as the core conceptual themes of 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central and State-owned Enterprises', In fact, the main force of the 'Yu Hang Group' is the real core driving force of the market. Everyone knows that this core main force has a far-reaching layout in these main areas.

With such a far-reaching layout, everyone is naturally extremely curious and looking forward to how much profit this organization has made in these major areas. What point has the net worth reached?

At the same time, I also want to know...

Can the market investment myth continued by Su Yue and the fund performance myth of the 'Yu Hang Series' continue?