Rebirth of the investment era

In addition to the performance of several major core market indexes.

The most popular main lines in the market, as well as the performance of various industry sectors and concept sectors that attract high attention.

Only the main lines of 'big consumption', 'mobile Internet' and 'smartphone industry chain' fell back to a certain extent in the late trading, but still maintained the leading position in the two cities, while 'big finance' and 'big finance' Although the core main lines of "infrastructure" and "military industry" rebounded to a certain extent in the late trading, in terms of closing results, they still maintained a weak state leading the decline of the two cities.

Among them, the 'film and television media' sector led the industry sectors in the two cities, rising 11%.

Among the component stocks in the sector, 'Quantong Education and Ciwen Media' rose by the daily limit, 'Hua Qingbao, Changqu Technology, Yuanji Technology, Enlight Media, Huace Film and Television, and Guangdong Media' rose by more than 5%, and 'LeTV' rose by more than 5%. , AMSOIL Information, Huawen Media, Chinese Media, Phoenix Media...' and other stocks rose more than 4%.

The related conceptual theme sectors such as 'celebrity shareholding', 'celebrity participation', 'film and television production', and 'movie distribution' also surged by more than 2%, showing a phenomenon of leading the rise of the conceptual theme sectors in the two cities.

Following ‘film and television media’, the major industry sectors of Internet software, Internet applications, automobiles, food and beverages, and retail are also among the top five industry sector growth lists in the two cities.

Among them, the two major industry sector indexes of Internet software and Internet applications have increased by more than 7%.

Moreover, a number of popular stocks in its field, such as 'Netspeed Technology, Inspur Information, Huaguo Software, Ren Zixing, 2345...', have increased by more than 3%, far exceeding the performance of the sector index.

However, stocks related to the concept of ‘Internet finance’ also belong to the Internet software and Internet application sectors.

But most of them closed down.

Stocks such as 'Flush, Oriental Fortune, Great Wisdom, Hengsheng Electronics, Jinzheng Shares, Yinjie Technology...' all closed in the green.

Overall, the ‘Internet software’ and ‘Internet applications’ sector areas.

The trends of the constituent stocks are relatively divergent.

As for the core industry sectors in the "big consumption" field, such as automobiles, food and beverages, and retail sectors.

The closing price of automobiles reached 53%. Within the sector, popular stocks such as Changan Automobile, Jianghuai Automobile, Guangzhou Automobile Group, Shanghai Automobile Group, Great Wall Motor... all rose by more than 2%, and were related to them. The 'auto parts' industry sector also rose by more than 3%.

The food and beverage sector, mainly the ‘liquor’ sector, led the gains.

Core stocks such as Qianzhou Moutai, Wuliangye, Luzhou Laojiao, Jincheng Fenjiu, etc., although their gains fell back in late trading, they still significantly outperformed the market index and closed with gains of more than 5%.

In the retail sector, stocks that are closely related to the "Internet e-commerce" sector and have related concepts have been hotly speculated by various short-term capital groups in the market. Among them, "Sanjiang Shopping" and "Wangfujing" stocks , out of the daily limit trend.

The main areas of "big finance", "big infrastructure" and "military industry" led the decline.

The securities sector in the main line of 'big finance' closed down 39%, while the two major industry sectors, banking and insurance, both closed down to less than 5%.

The closing declines of a number of core sectors such as architectural decoration, building materials, machinery and equipment, commercial real estate development, public transportation, non-public transportation, steel... in the main field of 'big infrastructure' were also lower than the decline of the Shanghai Stock Index. Underperformed the broader market index.

As for the main line of 'military industry', there are related 'national defense and military industry' industry sectors.

It even significantly underperformed the index, with an intraday drop of 93%.

As for other non-popular main lines such as 'non-ferrous cycle', 'petrochemical industry', 'power equipment', 'animal husbandry', 'agriculture', 'coal', etc., the trend basically follows the fluctuations of the market, and there is no Independent trends rarely attract the attention of a large number of major financial groups in the market and focus on following and following the trend.

In addition to the unexpected performance of various main lines of the market, various popular stocks, and various concept sectors.

The total turnover of the two cities today reached more than 810 billion. Compared with yesterday and even the previous trading days, the volume continued to shrink.

Moreover, today’s daily limit stocks in the two cities are as well as the number of stocks with an increase of more than 5%.

Compared with yesterday and even the previous few trading days, it has continued to fall. In the entire market, except for the daily limit stocks on the straight board, the number of stocks that have naturally changed hands and reached the daily limit has fallen back to less than 50.

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

The vast number of investors inside and outside the market actually feel that this is in line with expectations, or slightly exceeds expectations.

After all, the mood of the entire market today was very bad before the market opened. Everyone had expected that the market would close with a decline today. Many investor groups had even made plans for a sharp decline in response to the market trend. However, in the end, the Shanghai Composite Index did not fall below the 1% decline mark at the end of the day, but also firmly held the 3,400-point mark, and showed strong resilience in late trading.

"This closing situation is better than expected!"

After the closing of the two cities, as the broad investor group continued to review the market, many retail investors gathered in the stock discussion area of ​​the trading platform, as well as in major stock investment discussion forums and communities across the Internet, many people expressed emotion and Continue to put forward some optimistic views on the market outlook.

"Indeed, I originally thought that the Shanghai Stock Index would fall sharply today, but unexpectedly, it only closed slightly lower."

"The key is that the core main lines of 'big finance', 'big infrastructure' and 'military industry' actually recovered in the last hour of trading."

"This is indeed a bit beyond expectations."

"If the trend of U.S. stocks and external markets hadn't been so bad last night, I feel like the market would have turned red today."

"Hey, at the end of today's trading, the market should be considered to have gone through an independent trend."

"With this trend, the index will definitely close positive tomorrow."

"The Shanghai Stock Index did not fall below 3,400 points today. It should not fall below 3,400 points in the short term, right?"

"At the end of today's trading, the core main line of the market, 'big finance', is obviously showing signs of recovery. I feel that the adjustment of this main line is almost here?"

"It shouldn't be right? How much of an adjustment is this? It's not even last Monday, and it has fallen a lot in one day."

"The market pattern is different from last week. It cannot be compared to this. At the end of today's trading, the funds that entered the main line of 'big finance' to buy bottoms and increase positions are always real, right?"

"Whether the Shanghai Stock Exchange Index can stabilize at 3,400 points, I think we have to see how the market trend changes tomorrow to truly determine."

"I agree. At present, it is difficult to say whether the market trend is certain."

"Today's trend of the entire market is slightly higher than expected, but I feel that 'big consumption', 'mobile Internet', and 'smartphone industry chain', which are the main market lines that have only re-emerged in the past two days, are today's trends. It obviously fell short of expectations.”

"These major main lines still haven't completely formed a sustained money-making effect!"

"In general, the influence of these major lines on the market conditions is not at the same level as the influence of the main lines of 'big finance', 'big infrastructure' and 'military industry' on the market conditions. Alas... I chased the 'LeTV' check at a high level today, and I feel that the follow-up will be uncomfortable for a while."

"Today's check trend of 'LeTV' is indeed a bit confusing."

"It always feels like the main funds in the market are likely to return to the main line of 'big finance' in the future."

"I remember that at 2 o'clock in the afternoon, the net outflow of main funds in the entire main line of 'big finance' was almost 4 billion. However, after the market closed, the net outflow of main funds in the main line of 'big finance' was only 2 billion. There is only about 2.8 billion, which shows that in the last hour of trading, the main funds in the field of 'big finance' have a net inflow of 1.2 billion. This phenomenon... should mean that the line of 'big finance' cannot fall. Go down."

"As I have said long ago, the line of 'big consumption' will definitely not become the core line supporting the market for the time being."

"The key is the two core main lines of 'mobile Internet' and 'smartphone industry chain'. At the end of today, there are also obvious signs of weakening."

"In general, only the core line of 'big finance' is the soul of market development."

“The ‘sub-new stock’ line is actually pretty good today.”

"The line of 'sub-new stocks' is not only good, it is ridiculously strong. I never expected that the check of 'Blue Stone Reload' would rise from the limit in late trading."

“Indeed, the funds from the ‘Blue Stone Heavy Equipment’ check at the bottom today are really a huge profit.”

"I originally wanted to buy a few lots of chips at the lower limit, but unfortunately I didn't have time. The main funds were too quick to pry the board off."

"After I saw the rapid rise of 'Blue Stone Heavy Equipment' later on, I quickly chased the check of 'Chengfei Integration'."

"Today, in the entire 'sub-new stock' sector, the number of sub-new stocks and the daily limit stocks in the recent period is approaching 10 again. It is really strong."

"It feels like as long as the market of the two sub-new monster stocks, 'Huake Dawn' and 'Blue Stone Heavy Equipment', does not end, the hype market of the entire 'sub-new stock' sector will not end."

"That's basically it..."

"In the short term, it is always right to continue to catch up with new stocks. In the medium and long term, I am still optimistic about the 'securities' sector and the 'Internet finance' sector."

"In the field of 'Internet Finance' sector, the trend of the three swordsmen of 'Flush, Great Wisdom, and Oriental Fortune' today is actually quite good."

"'Flush' is really strong. In less than a month, it has increased by almost 150%, but there should be no correction. Originally, I was ready to take chips from this stock at the limit today, but I didn't expect that it only fell close to After a 6-point drop, it rebounded quickly."

"For a popular stock with strong expectations and high market attention, it is still difficult to buy chips by paying the price."

"Can I still pursue the 'flush' check now?"

"I think it's okay. The three Musketeers of 'Internet Finance' are definitely not finished."

"The market conditions for the entire 'Securities' and 'Internet Finance' sectors should not be over yet. It depends on whether the Shanghai Stock Exchange Index can stabilize near the 3,400 point level. If it can stabilize, I believe the market prices for these two sectors should continue to rise." There will be a reversal soon.”

"In fact, at the end of today's trading, the soul stock that really has a strong driving effect on the main lines of 'big finance' and 'big infrastructure' should be 'Huagong International'."

"I agree. Today's check market trend of 'Huagong International' is definitely the soul stock of the main line of 'big finance' and 'big infrastructure'."

“What’s the logic behind the continued changes in the check of ‘Huagong International’ today?”

"I don't know, I haven't heard of any major benefits!"

"Even if there are no major benefits, this check is still the absolute leading stock in the entire 'New Era Road, Maritime Silk Road' macroeconomic strategic plan, right? After all, the core business of this check is the overseas infrastructure construction business that is expanding outward. Lord.”

“I always feel that the check ‘Huagong International’ will become the new mainline leading stock in the market!”

"I also have this feeling. The market trend of this check today is obviously that it refuses to fall and cannot go down."

"It's just that the plate is a bit big."

"Big market size has never been a problem. Looking at the direction of the main capital flows in the entire market, it is still more biased towards mid- and large-cap stocks. Even the 'mobile Internet' and 'smartphone industry chain' are mainly focused on technological growth. Among the main lines of logical investment, the ones with the best trends are still 'LeTV, Internet Speed ​​Technology, Inspur Information, Huaguo Software, Hengsheng Electronics, Oriental Fortune, Lexun Precision, OFILM Technology, Goertek...' Core-weighted mid- and large-cap stocks with a market capitalization of over 10 billion or even tens of billions.”

"Indeed, except for some 'old monster stocks', overall, the market still likes big stocks but not small stocks."

"There are quite a few stocks worthy of attention today, including 'Huake Shuguang', 'Shanghai Steel Union', 'Shanghai Sanmao', 'Quantong Education', 'Huagong International', 'Bluestone Heavy Equipment',' Chengfeiji', 'Flush', 'Oriental Fortune'... these tickets should all perform well tomorrow."

"You still have to look at the Dragon and Tiger List data of these stocks to make a real judgment."

"I want to know who is responsible for the 'Blue Stone Heavy Equipment' check? And who is responsible for the 'Huagong International' check, today's main source of funds."

"There is also the check from 'Huake Shuguang'. I wonder if Yitian Road left yesterday?"

Accompanied by the analysis and discussion of market conditions by the majority of investor groups and countless retail investors, as well as various in-depth analyses.

Unknowingly, time flew by and it was already 5:30 pm.

The dragon and tiger lists of the two cities were refreshed, and at the same time, the two cities' financial data were also updated simultaneously.

According to the disclosed dragon and tiger lists of the two cities, a total of 32 stocks were on the list today, including 8 stocks with daily limit on the daily limit and 24 stocks that were not on the daily limit. Among these 24 stocks that were not on the daily limit, 'Huake Shuguang, Quantong Education, Shanghai Steel Union, Shanghai Sanmao, and Bluestone Heavy Equipment', which are of great concern to everyone, are all on the list.