Rebirth of the investment era

"The market is indeed crazy. I just bought a few stocks in the morning, and when I saw the closing price at noon, they all reached the daily limit." Someone in the group immediately responded, "I feel like buying blindly with my eyes closed in the past two days has made me lose my money. If you can hit the daily limit, the money-making effect is really strong."

"After the Shanghai Stock Index officially crossed the 3,500-point mark, I feel that the market is stronger than before."

"That's for sure. We all know that the range of 3,000 to 3,500 points on the Shanghai Stock Exchange Index is the core area with the heaviest holdup in market history. This area has been completely broken through, which means that it has lasted for several years, or since the last round of bull market. , the huge lockup accumulated in the market has been completely resolved, and has become an active capital group on the market, which can freely adjust positions to pursue the main trend, so... can the market performance not be stronger than before?"

“The hold-up order turned into a profit-making order, thereby enhancing the liquidity of the market, which seems to make sense.”

“For the majority of retail investors in the market, profit-making chips may not necessarily be graspable, but loss-making chips must be graspable, so this analysis must make some sense. I have to say... Shanghai Stock Exchange Index After comprehensively breaking through 3,500 points, the short-term market will indeed be more active."

"Nowadays, the core leading stocks and concept leading stocks in the entire market have basically no money-losing effect, right?"

"How can there be any money-losing effect? ​​Look at the market covers of major leading concept stocks. There are countless funds raised. How can there be a money-losing effect? ​​As long as the relevant leading stocks dare to pull back, believe it or not, it will happen in an instant. It was pulled up by a group of thousands of traders buying big orders, and the daily limit was closed again."

"The market's short-term sentiment is indeed increasingly exceeding expectations."

"To be honest, it feels really strange to see a group of small-cap concept stocks dancing with the market's main line-weighted large-cap leading stocks."

"That's not true... before, it was either the February 8th market, or it was pure small ticket speculation."

“With sufficient funds in the market, the dance of large tickets and small tickets will naturally be realized.”

"Indeed, the market turnover of more than 900 billion yuan can completely support the market's continued general rise."

"It should be said that this is not a general rise, right? Although small tickets and the broader market have indeed risen simultaneously recently, and both have performed very strongly, these strong small tickets and large tickets are mainly concentrated in 'big finance' and 'big infrastructure' ', 'Military Industry', 'Second New Stocks', and 'Film and Television Media' are not completely dispersed in all main areas of the entire market, and others such as 'Big Consumption', 'Non-ferrous Cycle', and 'Pharmaceuticals' , 'Petrochemicals', 'Coal'... a number of component stocks in non-popular main areas, such as stocks, have basically not risen much and still completely underperformed the market. I think... this should show that the market is still not in a full bull market. During the general rise stage, local market trends are still being interpreted.”

"Is it still a local market? In other words... this is still the first stage of the bull market?"

"It's definitely the first stage, no doubt about it."

"That means that the current bull market is still at the bottom of the mountain. My dear...if we predict this, the Shanghai Stock Exchange Index will definitely exceed the height of the last bull market in this round of bull market."

"Based on the performance of this volume in the first stage, the Shanghai Stock Index will definitely be unstoppable at 6,000 points."

"6000 points are too far, let's look at 4000 points first!"

"Based on the current shape and trend of the index, as well as the trend slope, is the expectation of 4,000 points by the end of the year still a problem?"

"There shouldn't be any big problem."

"It still depends on whether the central bank's interest rate cuts and reserve requirement ratio cuts that everyone expected at the beginning of next month can really be realized? If this major benefit can really be fully realized and lead to a major change in the entire macro-capital landscape, the Shanghai stock index will be 4,000 at the end of the year If you have the right expectations, there will be no problems at all.”

"Yes, if the macro-finance situation can be completely reversed, from the previous monetary tightening to a monetary easing policy, it can at least bring trillions of incremental funds to our A-shares."

"Speak less. The current money-making effect of the market has stimulated at least several trillions of incremental funds."

"I think no matter whether the benefits of the central bank's interest rate cuts and reserve requirement ratio cuts can really be realized, it can't change the expectation and trend that the Shanghai Stock Exchange Index will continue to break through and touch 4,000 points at the end of the year, right? After all, there are many active funds inside and outside the current market, except for the current stock market. It is easy to obtain excess profits, and other fields... do not have such good investment opportunities."

"Yes, the first choice for many active OTC funds in the past was the property market. However, in the current property market, although the policies are relatively relaxed, the confidence of investors in the property market has been hit for several consecutive years. However, it has not recovered. It is estimated that the recovery of the property market will take a long time, and this brewing time may be enough for A-shares to complete a bull market."

"While the big A bull market is in full swing, I hope the property market can recover more slowly and not divert too much active funds from the macro-capital side."

"For many private capital, there are only two investment channels that can obtain excess returns, either the property market or the stock market. There is currently no sign of recovery in the property market, but the stock market has recovered first. Under such circumstances... these funds can still be used if they do not come to the stock market. Where to go? So it can be expected that in terms of subsequent macro-capitalization, no matter how the central bank’s monetary policy goes, for the stock market, capital liquidity will definitely become more and more abundant.”

“If there is no problem with the basic logic of capital, then you can go long with confidence and boldness.”

"Go long with a full position!"

"Yes, if the warehouse is not full at this time, when will it be full?"

"Today, 'Bluestone Heavy Equipment' and 'Huake Dawning' are the two core leaders of the new stock sector. Do you feel that 'Huake Dawning' has a stronger market trend, and 'Blue Stone Heavy Equipment' is a bit stuck. mean."

"The recent trends of these two monster stocks are actually a bit stuck with each other. Before, 'Blue Stone Heavy Equipment' was weak and 'Huake Dawn' was strong. However, in the past few trading days, 'Blue Stone Heavy Equipment' Thanks to the joint hype of the 'Rongcheng Gang', it has become slightly stronger."

"The speculation logic of the two monster stocks is essentially the same."

"If you want to make these two stocks, the best way is actually to not make a choice and just buy half of the chips in each."

"At present, the two checks are not far from the front high position. I think it depends on who crosses the front high position first. If they can take the lead to cross the front high position and hold it steady, then they should consolidate their leading position and lead their respective teams. Concept sector, another wave of sustained market trends.”

"Speaking of these two checks, in terms of driving the respective industry sectors and concept sectors, Blue Stone Heavy Equipment is obviously stronger, right? After all, companies such as 'China Airlines Heavy Machinery', 'Aerospace Development', 'Hongdu Aviation', and 'Fushun Stocks such as "Special Steel" and "Dalian Heavy Industry" are basically driven by "Blue Stone Heavy Equipment"."

“Can’t the changes in the main line of ‘military industry’ be driven by ‘Blue Stone Heavy Equipment’? The main line of ‘military industry’ has its own logic.”

"No matter what the reason is, the driving effect of the 'Blue Stone Heavy Equipment' must be stronger."

"It is indeed a pity that the 'mobile Internet' line is not the current core popular line. The main funds' active ability to undertake this line is very limited."

“So it’s better to take the ‘Blue Stone Heavy Equipment’ check?”

"It cannot be analyzed in this way. Which of the two checks is stronger and which is weaker? The final point is still the nature of the main funds undertaken. The check of 'Blue Stone Heavy Equipment' was on the Dragon and Tiger list yesterday. It has been dominating the stock market before." The Rongcheng Gang has obviously retreated on a large scale. I think Huake Shuguang is still stronger, and speaking of the driving role of the check of Huake Shuguang, the stocks of the Huake series have risen sharply in the past two days. Very good, even 'Hua Ke Jincai' has directly achieved the ultimate money-making effect of Lianban."

"They are all near-end new stocks. If you ask me, you can buy any one."

"Are you still paying attention to the 'Flush' check today? The market divergence of this check is really getting bigger and bigger. No wonder the greater the market divergence of this check, the more its stock price can rise. To say... this The bottom chip of the check has long been loosened, and its stock price should have been adjusted long ago. Unexpectedly, it has continued to rise for a month.”

"I think the 'flush' check cannot be analyzed with short-term thinking."

"Yes, the underlying logic of this check is still financial, but the fundamental driving force for rising stock prices is violent growth on the cusp of a bull market."

"I heard that institutions have very different expectations for this year's performance of the 'Flush' check. I think this is also the reason why the stock price of this check can still continue to hit new highs despite the huge differences in the market capital."

"Institutions are really divided on the performance of this check this year. The conservative ones are looking at doubling growth, while the radical ones are already seeing 5-fold or 10-fold growth."

“Looking at it this way, this check has become an ‘institutional’ dominated stock.”

"It has indeed become a stock dominated by institutions. The short-term and medium-term active funds that intervened at the bottom before, as well as a large number of main funds, have been eliminated in large numbers during the continuous rise. However...'Yu Hang Series' fund products managed by Mr. Su , there should still be a lot of chips left to hold this stock.”

"Now that it has become a stock dominated by institutions, it is not in line with short-term investment thinking."

"Among the three Musketeers of 'Internet Finance', 'Great Wisdom' is a stock dominated by pure hot money and short-term funds. I think at this position, the trend elasticity of 'Great Wisdom' is higher than that of 'Flush'. Of course, It will definitely be higher than the check from 'Oriental Fortune'."

"'Great Wisdom' is good, but it didn't give a relatively good price today, and the price it opened was too high."

"For mainline concept leaders with relatively high certainty like this, it is usually difficult to get a better intervention price. If you want to participate, you can only catch up with the relay."

"Where's the check from 'Shanghai Steel Federation'?"

"Not bad, but the logic should not be as strong as the Three Musketeers of 'Internet Finance'."

"Actually, I think the relatively low-priced stocks 'Jinzheng Shares' and 'Yinjie Technology' are good. They have excellent concepts, suitable circulation, and their short- and medium-term performance is also very promising."

"The three stocks of 'Jinzheng Shares', 'Yinjie Technology' and 'Hengsheng Electronics' should be regarded as the three swordsmen in 'trading software development', right?"

"It depends on the sustainability of these two checks, right?"

"Both checks are connected today. Doesn't it count as continuity?"

"I think we can participate. In the 'Internet Finance' sector, there are not many high-quality stocks with pure 'financial technology' concepts and room for short- and medium-term performance. These two checks definitely count, and as long as the market speculates on 'Internet Finance' With this theme, these two checks will definitely follow suit.”

"Hey, the main thing is that the current positions of the three checks of 'Flush', 'Great Wisdom' and 'Oriental Fortune' are too high, so we can only settle for the next best thing."

"'Huaxin Securities' and 'Huaguo Construction', these two heavyweight large-cap stocks that are the core main lines of the market, don't everyone pay attention to them?"

"These two checks represent the entire market sentiment of 'big finance' and 'big infrastructure'. The hundreds of billions in circulation are destined to be viewed only, not bought."

"These two checks should be said to be the emotional stabilizers for the two main lines of 'big finance' and 'big infrastructure'."

"Yes, as long as these two checks perform well, then the two core lines of 'big finance' and 'big infrastructure' can be freely speculated on."

"The trading volume of 'Huaxin Securities' today continues to expand."

"The check from 'Huaxin Securities' may reach the daily limit today."

"High limit? It's unlikely. If this check reaches the daily limit, it won't siphon 20 billion of the market's funds!"

"Even if there is no daily limit, there should be no big problem if the check from 'Huaxin Securities' surges to more than 7% in the afternoon."

"The two checks of 'Huaxin Securities' and 'Huaguo Construction' should be regarded as the two heroes at the core of the market."

"It can be regarded as a bellwether for the entire market!"

"They are also the absolute heavyweight stocks of institutions. If the market trend of these two checks does not collapse, there will be no problem with the market trend, and the market conditions will continue to advance along the two core lines of 'big finance' and 'big infrastructure'."

With the continuous rapid refresh of news in the group, and the detailed analysis and interpretation of the market in the morning by many big guys in the group after the market closed.

Before I knew it, the one-and-a-half-hour lunch break had passed by in a flash.

Amid everyone's attention, the time hand crossed 1 p.m. sharply, and the stagnant markets of the two markets once again ushered in a continuous bidding trading period.

I saw that the emotions were brewing for an entire hour and a half at noon.

As soon as the markets in the two markets began to beat, countless main buying funds quickly poured into the market again, frantically chasing the popular concept stocks and mainline weight stocks in the two markets. (End of chapter)

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