Rebirth of the investment era

Faced with the closing situation of the two cities at noon.

The majority of investors, both inside and outside the market, still feel a little disappointed.

After all, in the early period when the two core main lines of 'big finance' and 'big infrastructure' continued to surge, there were not a few investor groups who followed the trend and bought and continued to take on the core chips of these two main lines. Now, these two main lines have emerged. With the continuous adjustments, their losses naturally amplified.

Of course, the two core themes of ‘big finance’ and ‘big infrastructure’ have not been pursued before.

In other words, a group of investors who have been trapped in the main areas such as "big consumption", "mobile Internet" and "smartphone industry chain" are still very happy in the face of the continuous rebound of these main lines.

However, even most investor groups feel that such closing results are somewhat lower than expected.

The overall money-making effect of the entire market is not bad.

In half a day, in addition to the listing of new stocks that have not yet been launched and the daily limit stocks that are good for resumption of trading, the number of stocks that have naturally changed hands has also reached 40, and the total number of stocks that have reached daily limit has reached more than 60.

“Have the two core market lines of ‘big finance’ and ‘big infrastructure’ peaked?”

After the market closed at noon, countless investor groups on various stock investment forums across the Internet began to conduct in-depth analysis and heated discussions on the market performance. Among them, many people saw that the main themes of 'big finance' and 'big infrastructure' were finally After losing the market trend that the previous day's adjustment was completed and the second time was inevitable, people couldn't help but start to have doubts about their views on these two main lines of market.

"The 'big infrastructure' line has actually been in a high-level sideways oscillation mode for more than a month in the past month, right?"

"Indeed, in fact, if we calculate it carefully, taking the overall market trend in the past month as a reference, the core main line of 'big infrastructure' is related to a number of industry sectors and concept sectors, as well as many related heavyweight stocks and early popular leading stocks. Its trends have seriously underperformed the market.”

"The adjustment of the 'big infrastructure' line is understandable. After all, this line started to rise in April this year, and it is indeed at a relatively high position now, but the 'big finance' line... has only To get to this position and then fall into a continuous adjustment is somewhat unexpected.”

"The 'Big Finance' line has risen a lot in the past half month, right?"

"Yes, I see that the securities sector index and the Internet financial sector index have doubled since last month's closing point."

"You can't just look at the growth of the securities sector index and the Internet financial sector index!"

"The main line of 'big finance' is not just the securities sector and the Internet finance sector. Insurance and banks, which have the largest weights, have only experienced an overall increase of more than 20% in the past month, only slightly outperforming the Shanghai Stock Exchange Index this month. The increase is really not beyond expectations, nor is it really a big increase."

"If the level of speculation in the 'Big Finance' line is this high...can this market still be called a bull market?"

"Definitely not. It can only be considered a strong rebound at best."

"However, in terms of volume performance, it is definitely a bull market. The market turnover of more than 800 billion is already a record high in the history of A-shares."

"If 'Big Finance' cannot continue to hit new highs, then the logic of the 'bull market' will really not be so solid."

"I think the 'bull market' judgment is definitely correct."

"The trend of the core main line of 'big finance' should be similar to the trend of the main line of 'big infrastructure' and 'military industry' from April to May in the first half of this year, right? As long as the market turnover continues to remain at 8,000 With a scale of over 100 million, I believe that the core line of 'big finance' will definitely have a second wave of more violent and sustained short squeezes."

"Compared to the main line of 'big infrastructure' in the first half of the year, doesn't the line of 'big finance' have to be adjusted for a month?"

"As long as you can be sure that the market is not over, then just keep holding it."

"Hey, the key is that the cost is too high, I can't afford it!"

"However, in the adjustment stage, in the past two days... Mr. Su's 'Yu Hang Series' main fund products should not have the slightest sign of reducing their positions, right?"

“In the past two days of the Dragon and Tiger List, we have indeed not seen Mr. Su’s ‘Yu Hang Series’ main fund-related trading seats being sold.”

"However, the key holdings of Mr. Su's 'Yu Hang Series' fund products have seen a quite large adjustment in the past two days. It feels like the main financial groups that followed the trend and pursued this field are indeed retreating, right?"

"Anyway, I am still firmly optimistic about the main trend of 'big finance'."

“It’s not bad to have gone beyond the main line of ‘big consumption’ that continues to make money!”

"In the past two days, among the main market trends, aren't the two main lines of 'mobile Internet' and 'smartphone industry chain' the strongest performers?"

"The strongest one should be the 'film and television media' sector, right?"

"In the past two days, the 'Film and Television Media' sector has indeed been trending very strongly, and this sector has also been rising for most of the previous half month."

"Yes, LeTV has rebounded by nearly 50% in the past half month."

"'Netspeed Technology' has also returned to the 100 yuan share price mark."

"Overall, the decline in this round of index adjustment shouldn't be too deep, right?"

"It should be about 3,300 points at most, but it's hard to say where to adjust the two core main lines of 'big finance' and 'big infrastructure'."

"In the line of 'big infrastructure', the situation of box shock has basically gone away, right?"

"As long as the main fund products of the 'Yuhang Series' managed by Mr. Su are still firmly optimistic about the 'Big Finance' line and can continue to hold firm positions, I believe that the market situation of the 'Big Finance' line will soon Reversal, after all, if we want to talk about the main line expectations in the entire market, the line of 'big finance' is actually the strongest."

“When the stock price is high, it is expected to be the best time.”

"Not to mention the line of 'Big Finance', the trend of the 'Huake Dawn' check today is outrageous, 21 consecutive times, and the check has actually shrunk today."

"The check from 'Huake Dawn' is indeed ridiculously strong."

"The check for 'Huake Dawn' is aimed at breaking the streak record of the stock 'Blue Stone Heavy Equipment', right?"

"Hey, I was optimistic about this stock a week ago. There is a high probability that it will replicate the trend of 'Blue Stone Heavy Equipment' when it was first listed. Unfortunately, I am afraid of high prices and fear of a sudden correction of this stock, so I don't dare to buy it. I really missed several daily limits. !”

"I chased the 'Shanghai Steel Union' check today. Do you think this check can be sold?"

"'Shanghai Steel Union' was the number one monster stock in the market last year, and its recognition is still very good. Moreover, today's check has already gone out of two consecutive boards. There is a high probability that it can replicate last year's continuous rise. Powerful."

“The ‘Shanghai Steel Union’ check has now become the new leader in the ‘Internet Finance’ sector, right?”

"At present, it should be yes!"

"Hey, I'm chasing the 'flush' check and it's almost at the highest point. I don't know if I should cut the flesh now?"

"According to the market trend for more than half a month, it is better not to cut the meat. After all, the market for more than half a month has actually been unable to lure people."

"Don't worry, the market for the 'Flush' check is definitely not over."

"The market situation of the Three Musketeers of 'Internet Finance' should not be over yet. Doesn't it mean that there will be benefits from the central bank's interest rate cuts and RRR cuts in the future?"

"This rumor... I don't know if it's true or not?"

"Looking at the trend of the main line of 'big finance' in the past two days, it is mostly fake news."

"I also think it's fake news. If the central bank really cuts interest rates and reserve requirement ratios next month, will the core line of 'big finance' that directly benefits be like this?"

"The current trend of the main line of 'Big Finance' is normal, right? After all, the K-line shape deviates so seriously from the important moving average. It is obvious that there is a demand for a trend back to the moving average!"

"Anyway, if you want to build a position now, you must temporarily avoid the main line of 'big finance'."

"It should be said that we should avoid the core weight stocks that have generally risen in the past half month. If they rise, they will fall, and if they fall, they will rise. This is the nature of the market."

“But in the bull market, isn’t it true that the strong always get stronger?”

"Is it a one-month bull market? If the Shanghai Stock Exchange Index can continue to break through and the market can continue, it is a bull market. Otherwise... it will just rebound."

"I think we shouldn't expect too much, let's treat it as a rebound first!"

"There should be no problems in the short term. With the high level of short-term speculation created by two sub-new stocks, 'Bluestone Heavy Equipment' and 'Huake Dawning', there is still a lot of room for speculation in the market."

"Yes, as the market adjusts, active short-term capital groups must unite."

"What about liquor and white goods? Is anyone optimistic about these two sectors?"

"These two sectors feel like they are defensive sectors. They are suitable for long-term fixed investment, but not for short-term speculation, right? As for speculation... To obtain excess profits in the short term, you have to have companies such as Shanghai Steel Union and Shanghai Three Mao, LeTV, Wangsu Technology, Shibei High-tech, Beixin Road and Bridge, Beijiang Communications Construction, Fushun Special Steel, Huayi Brothers, Huaqingbao...'These early-stage old monster stocks are currently showing a strong profit-making effect. Compose some music.”

"Today, the phenomenon of collective abnormality among the 'old demon stocks' is indeed more obvious than yesterday."

"Could this be the logic that short-term capital groups in the current market follow when it comes to speculation?"

"It's totally possible!"

"Look at the news at noon, will there be any good news?"

"I always feel that the market trend in the afternoon will not be too optimistic, and I don't know if the Shanghai Stock Index can hold the position of 3,400 points below today."

"Even if you are not optimistic, there will never be an extreme sell-off trend like last Monday, right?"

"I hope there will be another extreme sell-off trend like last Monday. I missed last Monday's buying point, but I regretted it for a long time."

"I hope I can hold on to 3,400 points. After all, I chased the high yesterday and have already lost almost 5 points."

With the intense topic refreshment on major stock discussion platforms across the Internet, as time continues to pass, the entire midday suspension period.

Except for a few stocks, which issued positive announcements.

Other macro news, especially the news from regulators, is still calm, with neither clear negative nor clear good.

And in this news vacuum, the market's own emotions are brewing and changing.

When the one-and-a-half-hour suspension time passed and 1 p.m. arrived, the stagnant markets in the two markets once again resumed continuous bidding transactions.

I saw only active capital groups in the two cities, as well as various short-term capital groups.

It has further begun to converge towards the main areas of 'big consumption', 'mobile internet' and 'smartphone industry chain', and has accelerated its escape from the currently weak core areas of 'big finance', 'big infrastructure' and 'military industry'. The main line is the "old demon stocks" in market history.

There are more and more active buying orders on the market.

In the market, more and more short-term investors have begun to realize the hidden line behind the speculation of "old demon stocks" and have quickly followed suit.

The main capital flows of all parties are flowing rapidly, and transactions are taking place.

The two cities' trends in the core main lines of 'big consumption', 'mobile Internet' and 'smartphone industry chain', as well as the core main lines of 'big finance', 'big infrastructure' and 'military industry', are becoming increasingly differentiated. The more severe the situation becomes, the more likely it is that the market’s main trend will change.

"In the main areas of 'big finance', especially the securities sector and the Internet finance sector, the net outflow of main funds has begun to accelerate further."

At around 1:15 pm, in the main fund product trading room of "Future Investment Mixed Selection" of Principal Financial Investment Company in Shanghai, Yi Xiaopeng, the leader of the trading team, carefully observed the changes in the market conditions of the two markets and couldn't help but sigh slightly. In a tone of voice, he continued: "It seems that there is no hope for the 'big financial' line today. It feels that the entire market has indeed switched between the main line and the 'high-low switch' trend, which is becoming more and more obvious."

Sitting next to Yi Xiaopeng, Zhao Zhongming, the fund trading manager of the main fund product of 'Future Investment Mixed Selection', heard Yi Xiaopeng's words and did not answer for a while. His eyes still did not leave the two markets and he observed carefully for a while. Just now he sighed and said: "Logically speaking, the 'Big Finance' line should not have such a trend at this position, but since the market has changed like this, we can only respect the market trend.

I just didn’t expect the point where the main line market would switch.

It will eventually fall to the main lines of 'big consumption', 'mobile Internet' and 'smartphone industry chain'. I originally thought that it should be seriously behind the overall market growth, and has been in the doldrums for several years. The historical decline is large enough. , deep enough 'non-ferrous metals', 'coal', 'petrochemical' and other cyclical sectors will come out first. I never expected that consumption and medicine would be unanimously recognized by the main funds in the market. "(End of chapter)