Rebirth of the investment era

After that, the next half month.

The Shanghai Stock Exchange Index is trapped in the range of 2700 points to 2900 points. At the same time, the two main industry lines of 'infrastructure' and 'military industry' that support the Shanghai Stock Index, as well as many industries surrounding the 'Eurasian Economic Belt', 'New Era Road, and Maritime Silk Road' , 'Reform and Reorganization of Central Enterprises and State-owned Enterprises' and other conceptual sectors that have fluctuated on the main lines of concepts have also fallen into heavy volume and stagflation, with range adjustments, and have been unable to break through upwards.

Of course, at a time when the core and popular main lines of these markets continue to surge and fluctuate.

Low-level main line areas, such as 'technological growth', 'big consumption', and 'big finance' main lines, also show a range-bound trend.

It can neither form a sustained money-making effect, nor can it gather the concerted efforts of funds.

And just when the entire market fell into a stagflation trend of heavy volume and sideways trading.

When the time turned to October, while the market still maintained a capacity of about 400 billion, a stock called "Blue Stone Heavy Equipment" was listed.

Before this check was listed, it was extremely unfavorable by market investment institutions due to its performance decline for three consecutive years.

Plus a super low price release.

As a result, investors who subscribed thought that this was just a time for toothpick meat.

After "Blue Stone Heavy Equipment" was launched on the market, it was hyped by active hot money groups in the market because it combines the two core concepts of "nuclear power" and "military industry".

First, there were 15 consecutive infinite straight boards that exceeded expectations.

Before the listing, institutions that were generally not optimistic about it, as well as investor groups both on and off the market, were shocked.

Subsequently, after the one-word board was opened, the daily limit was closed continuously, directly becoming the stock with the highest increase and the largest number of consecutive boards among newly listed new stocks this year.

"Oh my God, you're crazy. The check for 'Blue Stone Heavy Equipment' is already on the 18th board today."

On Wednesday, October 22nd, at 9:35 in the morning, inside the main fund trading room of Yuhang and Yuhang Investment Company, Wang Can, the trading team leader of the main fund group 1 of 'Yuhang No. 1', stared at 'Blue Stone Reload' This was already the most popular stock in the two cities. Seeing this check once again, with the joint efforts of many funds, continue to block the daily limit within just a few minutes of the opening of the market, my eyes widened and I was shocked: " Is the sky the end for this stock? This money-making effect... is simply explosive!"

"The market has been holding back for more than a month. After finally waiting for a leading concept to come out, why don't you just hype it to death?" Beside Wang Can, Zhao Lijun chuckled, "But it did clearly exceed expectations. 18 daily limit, the market How long has it been since we last seen each other?"

"The last time we met was probably during the bull market in 2007, right?" Zhu Tianyang also responded.

Liu Yuan stared at the market performance of 'Blue Stone Heavy Equipment' which continued to rise. She pondered for a while, then looked at Su Yu in the trading room who was staring at the big market screen attentively, and asked: "Master, 'Blue Stone Heavy Equipment' is playing With such a room for growth exceeding expectations, it should also be able to drive the 'military industry' line upwards, right?"

Su Yu nodded slightly and said, "That's for sure. Moreover, more than that, the continued unexpected increase in the 'Blue Stone Reload' check will also greatly affect the mood on and off the market, causing more incremental funds to enter." It comes from the market, 18 daily limit boards, what a great advertising effect.

At this moment, many potential investor groups outside the market are already gearing up and ready to rush in with funds.

Of course, the above-expected trend of this check has a very obvious promotion effect on the main line of 'military industry'.

However, ‘military industry’ and ‘infrastructure’ are the most popular main lines in the market.

In the recent month of continuous heavy volume and shock trends, the internal chip structure has been completely dispersed.

At this time, under the stimulation of the high-intensity money-making effect of the "Blue Stone Reload" check, even though there is a high probability that it will rise for a while, it is not very sustainable.

For the popular main lines of the major markets of ‘infrastructure’ and ‘military industry’.

At this stage, it is an obvious selling point, not a buying point. "

"Yes, I agree." Li Meng stood beside Su Yu and responded with a smile, "At this stage, many major financial groups should have withdrawn from core and popular main fields such as 'infrastructure' and 'military industry'. When all the chips in these core main line fields are scattered, especially when the index is upward and there is already great market pressure, it is basically impossible to create space upwards in one go as before.

but……"

Li Meng paused and then said: "In the current market, although the core main lines of the market, 'infrastructure' and 'military industry', have lost the consistent power of a strong upward attack, other markets, such as 'technological growth', ' In the main areas of "big consumption" and "big finance", we still have not been able to gather consistent expectations and funds to work together to do more!

Especially the main line area of ​​‘big finance’, which we currently have a heavy position in.

After we basically completed the position adjustment and gradually increased the position weight of the main line of 'big finance' to almost 45%, the market macro news has not yet made a breakthrough!

I'm worried...

As over-the-counter incremental funds further enter the market.

With the further increase in the volume of the two markets, in terms of market macro news, there has been no heavy news coming out in the direction of 'big finance', or in other words, the main funds of all parties in the market, in the direction of 'big finance', If consensus expectations are not formed for a long time.

I am afraid that the two main areas of "technological growth" and "big consumption" have relatively sufficient adjustments.

Will come out before the main line of ‘big finance’!

At that time, the funds on the market were attracted by the two main themes of "technological growth" and "big consumption".

The difficulty of leveraging the main line of "big finance" will obviously increase. At the same time, by then, the main funds in the market will become more dispersed, making the index breakthrough unfavorable.

If the funds are on the main lines of ‘technological growth’, ‘big consumption’ and ‘big finance’.

It is never possible to form a consistent expected situation.

So, if the index breaks through the 3,000-point mark, it is still hopeless. However, if the index cannot break through the psychological mark of 3,000 points, everyone still has huge questions and concerns about the 'bull market', and when the 'bull market expectations' cannot go further , then, the incremental funds entering the market will probably be limited to 400 billion to 500 billion at most, and there will be no major increase. "

Su Yu asked Li Meng with a smile: "So, how does President Li plan to respond to the current market trend? Take the initiative to stimulate the 'big finance' line?"

Li Meng had this idea in his mind and replied: "What do you think, Mr. Su?"

Su Yu thought for a while and continued with a smile: "It's not impossible to take the initiative to stimulate, but we have to wait until the 'Blue Stone Heavy Equipment' check trend ends, and the investment sentiment in the entire 'infrastructure' and 'military industry' main lines will completely turn from prosperous. When prices are declining, it is the best time to take the initiative to guide the direction of the market!

At present, many people still have great expectations and a sense of luck about the popular main lines of 'infrastructure' and 'military industry' that have been unable to open up the situation and continue to experience stagnant growth. They feel that these hot main lines can continue to get rid of them. The current oscillating box quickly breaks upward.

Don't get rid of the expectations and luck in these people's hearts.

These group funds will not be quickly transferred to the low-level main line areas.

What's more, in terms of current market macro news, some of the news we expected are still unclear.

Under such a situation, if we want to guide the market to change in the direction we expect and hope, we have to make full use of our capital trading seats and corresponding influence to arouse the market's investment sentiment and speculation sentiment in the direction we hope. The direction is focused.

Of course……

Again, all trading operations and guidance operations.

You still have to follow the market's own emotional response and potential market trend changes. Only by following the trend can you get twice the result with half the effort.

Otherwise, going against the trend will only achieve half the result with twice the result, and at the same time, it may not be able to reverse the existing trends and trends in the market. "

"Mr. Su, as you wish..." Zhang Guobing responded after being silent for a while, "The check of 'Blue Stone Heavy Equipment' cannot continue to make room for improvement. When the streak ends, we will be on the dragon and tiger list." When you use your trading seat to fully pull the main line of 'big finance'?"

Su Yu smiled and nodded, and said: "It's about this time. In short, we need to make our pulling actions resonate with the market's own emotions and expectations.

The check list of ‘Blue Stone Reinstallation’ is over.

In fact, it also means that the core line of ‘military industry’, the hype has come to an end.

In this way, if we guide the market in other main lines, it will be easy to guide the sentiment from prosperity to decline in the fields of 'military industry' and 'infrastructure', and it will also be easy to make the market focus on several popular main lines in the current market The funds on the market spontaneously switch between high and low levels. "

"I understand!" Zhang Guobing heard Su Yu's analysis, thought about it for a while, and nodded.

"Currently, we don't have much leverage in the popular main lines of the market such as 'infrastructure' and 'military industry,' right?" Su Yu then asked.

Li Meng took a look at the background position data compiled by several major funds and said: "The total positions of several funds in the main fields of 'infrastructure' and 'military industry' are less than 10%. If we are willing , with the relatively abundant liquidity in the current market, this part of the chips can be sold out in one day.”

"Well, that's good!" Su Yu nodded slightly, "This part of the chips will be concentrated when there are signs of reversal after the 'Blue Stone Heavy Equipment' starts to fall and the whole 'military industry' main line sentiment is reached to the extreme." Sell ​​it.”

After saying that, Su Yu's eyes returned to the market prices of the two cities displayed on the big screen.

I saw that the continuous rise of the newly listed monster stock 'Blue Stone Heavy Equipment' has stopped, and the entire 'military industry' main line, as well as the entire 'nuclear power' concept sector, have risen rapidly again, such as 'Chengfei Technology, Fushun Special Steel, China Airlines Heavy Machinery, China Airlines High-Tech, Aerospace Development, Hongdu Aviation...' and many other old monster stocks in the 'military industry' field have exploded in volume, and the money-making effect of the corresponding concept sectors has once again rebounded rapidly.

At the same time, it benefited from the riots in the entire ‘military industry’ sector.

The corresponding industry sectors and concept sectors of the 'infrastructure', which have always been linked to the 'military industry' sector, have also moved simultaneously.

A number of early popular concept stocks in the entire "big infrastructure" main line area, as well as core weight stocks, also experienced rapid growth in volume.

And under the continued growth of the main lines such as ‘military industry’ and ‘infrastructure’.

The Shanghai Stock Index once again launched a charge towards the 2900 point position. At the same time, the capacity of the two markets also further expanded simultaneously.

“Today’s market trend looks promising!”

At around 9:45, in the main fund trading room of Yinghui Fund Company and Yinghui No. 1 in Shanghai, the trading team leader Yu Lei smiled and stared at the comprehensive changes in the main lines of 'military industry' and 'infrastructure'. In the early stage of the charge, a number of core popular stocks and concept leading stocks said with emotion: "The check of 'Blue Stone Reload' and today's daily limit are really the soul board of the market, directly influencing the overall mood of the market!"

Liu Guanhai stood beside Yu Lei, his eyes also staring at the market on the big screen in the trading room, and said: "Indeed, it is the 18th daily limit. Who could have thought that the check of 'Blue Stone Reloading' could reach this point now?" How high? It can actually drive the mood of the entire market.

There is no doubt that this check has become the most core concept leader in the two cities.

As long as this check doesn't die.

Then, there is more work to be done on the main line of ‘military industry’.

Hehe, the two main industry lines of 'infrastructure' and 'military industry', as well as the conceptual sectors surrounding the concepts of 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central and State-owned Enterprises', After a month of continuous shock adjustment, it is hard to say that this wave... will take advantage of the extreme money-making effect of the check of 'Blue Stone Reload' to break through the previous shock box and form a second main wave. , bring the Shanghai Stock Index to 3,000 points. "

"Well, I feel the same way." Yu Lei nodded and responded, "The trend of 'Blue Stone Heavy Equipment' after it was launched has really exceeded market expectations, and it has simply shocked everyone's jaws.

And the connecting space created by this check, as well as the condensed money-making effect.

There is also the valuation effect of playing out.

All of them can bring promotion to the entire "military industry" main line.

There is a high probability that the entire 'military industry' mainline sector, a number of core stocks, and concept stocks similar to 'Blue Stone Heavy Equipment' will be revalued again, ushering in further opportunities for speculation.

At the same time, the two main industry lines of 'infrastructure' and 'military industry', as well as a group of people surrounding the concepts of 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central and State-owned Enterprises' The concept sector, after a month of continuous adjustments, has been adjusted sufficiently, and it has the potential and motivation to make another breakthrough.

Also...

The check of 'Blue Stone Reinstallation' has condensed such a strong money-making effect and high space for speculation.

It will also directly stimulate the potential investor groups outside the market to enter the market in large quantities, thereby further bringing huge incremental funds to the market.

With the intervention of huge incremental funds.

In low-level main lines such as 'technological growth', 'big consumption', and 'big finance', it is still unable to gather popularity and continue to make money. It is even less able to open up space, and it is impossible to form a unanimous long-term willingness of the main funds of all parties. In this situation, what other options do the huge financial groups on and off the market have?

There is no doubt that we will continue to focus on the hot main lines of "infrastructure" and "military industry".

Further grab chips for related core stocks, and continue to push up the valuations of these popular mainline core stocks under the continuous advancement and strengthening of future expectations, eventually pushing the Shanghai Stock Index past the 3,000-point mark, creating a real 'bull market effect' and 'Big Bull Market Expectations'! "