The investment era of rebirth

"What the hell, are you so strong?"

Seeing that the Beixin Road and Bridge stock was subject to a series of tens of thousands of large orders just after it opened, some hot money in the Yuhang hot money group where Su Yu was located showed a very surprised look and said in the group: "No.

Are you going to go directly to the 4th board like this? It’s a bit ridiculously strong!”

"Probably not! The market sentiment is not very good today, and board 4 is quite difficult."

"Who made those consecutive large orders of tens of thousands of hands just now? It's quite impressive, but if Beixin Road and Bridge doesn't undergo a violent change of hands today, I'm afraid it will be difficult to close the market. After all, there are really a lot of profits on the market."

"Today is obviously a day of divergence between the two main lines of "infrastructure" and "state-owned enterprise reform."

"Originally, I wanted to attract some Beixin Luqiao chips at the low opening, but it suddenly increased by 7 or 8 points. I felt that it was no longer cost-effective. Alas... it's really difficult!"

"Indeed, if it were to fluctuate at a low level, Beixin Road and Bridge would still be attractive today, but now... we have no choice but to forget about it."

"The main reason is that the fourth board is very difficult, and I am not sure whether Mr. Su's "resurrection path" seat will continue to be locked today."

"Relatively speaking, it's better to switch between high and low prices, right?"

"Today's market sentiment is still not very good. In addition, the turnover rate on the three front boards of Beixin Road Bridge is relatively insufficient, and the profit margin on the market is too heavy. Otherwise, I would have taken it. After all, looking at the two cities, this check is still the most popular.

Yes, if we really pull it up, the follow-up effect of various funds will not be bad."

"Please be patient and wait a little longer. I don't believe this turnover rate. Someone dares to continue to block the board."

Amid intense discussions and cautious optimism among hot money players...

Sure enough, Beixin Luqiao, which was rising rapidly, had no major funds to continue to hold high and block the market upward. Its trend briefly fluctuated around 7 or 8 points for a while, and then began to fall again on heavy volume, at 9 o'clock.

Around 38 minutes, the increase dropped back to 4.75%.

"Haha, let me just say, there is not enough change of hands, so it is impossible to seal the board directly upward!"

Amid the market changes in the two cities, the news continues to be updated in the Yuhang hot money group. Those who had previously predicted the trend of Beixin Road and Bridge could not help but sigh.

"It seems that today is indeed a day of divergence between the two main lines of "infrastructure" and "state-owned enterprise reform."

"The divergence is good, it just happens to be low to attract some chips."

"It's not very easy to attract funds. Many popular stocks on the two main lines of "infrastructure" and "state-owned enterprise reform" did not break yesterday's intraday low at all."

"If you don't break yesterday's intraday low, it will be a good time to accumulate funds."

"Yes, if it breaks yesterday's intraday low, I'm afraid it will have to continue to adjust downwards."

"Judging from the trading situation at the opening of the market, today's market has shrunk a lot, and the index opened low, which did not trigger panic selling. It is estimated that today's index is here, and there is a high probability that it can stay sideways."

"Indeed, I feel that market investment sentiment has improved a lot this time compared to when the market opened."

"It still depends on whether the trend of the core popular stocks in the fields of "infrastructure" and "state-owned enterprise reform" such as Beixin Road and Bridge, Shibei High-tech, China Railway, and China Metallurgical Corporation can be stabilized here? If these stocks open for half an hour,

, if you can stabilize it, then today’s mood will most likely be like this, and the index will probably fluctuate more gently.”

"Today, the market prices of the two main lines of "infrastructure" and "state-owned enterprise reform" have been adjusted, but I feel that there is no continuous market trend in other lines. The logic of "growth stocks" in the direction of small and medium-sized boards and GEM, and "mobile Internet"

", "Smartphone industry chain", the two main early market trends, are there really no prospects?"

"The current money-making effect of the market is accumulated on the two lines of "infrastructure" and "state-owned enterprise reform". The other main lines... for the time being, there is indeed no sign of main funds making moves."

"The two major areas of medicine and consumption have attracted a lot of funds since the market opened."

"However, in terms of current logic and expectations, these two major areas are still far behind the two core themes of "infrastructure" and "state-owned enterprise reform." Given the height of the hype, there is probably little room for them."

"Pharmaceuticals and consumption are safe-haven sectors. At this time...

Although the index has been adjusted briefly, the overall trend is still in a rebound cycle. In this case, as long as the index adjustment ends and starts to rise again, defensive sectors such as medicine and consumption will soon be abandoned by the main funds.

So... I feel that medicine and consumption, which performed well at the opening today, currently have no basis for sustained market growth. In comparison, investment and speculation opportunities in the two core main lines of "infrastructure" and "state-owned enterprise reform" are more

Bigger."

"Since the rebound is not over yet, we just have to stick to the two core conceptual areas of "state-owned enterprise reform" and "infrastructure" and keep doing it."

"Yes, in fact, the main line market, the divergence adjustment stage after the first wave, is the best time to adjust positions and exchange stocks, and further determine the direction of investment and speculation."

"Today's "high-low switching" hype also revolves around the two main lines of "infrastructure" and "state-owned enterprise reform."

"This shows that the market's various financial attacks and optimistic directions have actually not changed."

"That said, I feel like I can continue to buy Beixin Road Bridge."

"I also feel that although the fourth board of the Beixin Road Bridge is difficult today, the overall upward trend is far from over."

"Looking back at the stocks that were speculated by Mr. Su last year, from Shanghai Steel Union to Waigaoqiao to Potential Hengxin, which one did not rise several times? Looking at Beixin Road and Bridge, it has only reached the third level since its launch.

The market, the increase is not even 50%, it can be said that the space has just opened up. According to Mr. Su's stock selection and speculation logic, even if the market doubles at the minimum, there will still be an increase of at least 50%. Looking at the current situation... it is completely possible.

Continue to participate in the relay."

"In that case, fuck him!"

The messages in the group were refreshed rapidly, and everyone was discussing fiercely...

The time quickly passed 10 o'clock. After the Shanghai Stock Exchange Index, Shenzhen Stock Exchange Index and ChiNext Index rose rapidly for a period of time at the beginning of the market, they began to maintain a low and volatile pattern. At the same time, the time-sharing trading volume of the two cities also began to gradually decline compared with yesterday.

Among them, the two main areas of "state-owned enterprise reform" and "infrastructure", which are the two cities' greatest concern, have also begun to maintain a volatile trend of continuous shrinkage after slowly falling to near yesterday's intraday low.

And this oscillating trend was maintained until the closing, amid the interweaving of buying and selling.

Finally, at 3 o'clock in the afternoon, when the market prices of the two cities were fixed, the Shanghai Index closed at 2157.16 points, down 0.84%. It was only one point different from the 2158.16 points at the opening. The Shenzhen Index and the ChiNext Index fell by 1.05 points respectively.

% and 1.13%, which is still significantly weaker than the Shanghai Index.

In addition to indexes, industry sectors, concept sectors, and individual stocks.

I saw that the two major sectors with strong hedging properties, namely medicine and consumption, performed relatively well today. The sector indexes all turned red. Among them, core stocks, such as Gree Electric Appliances, Midea Group, Changchun High-tech and other high-quality white horse stocks, bucked the trend and rose evenly.

Reaching more than 3%.

As for the core stocks in the two core main areas of "infrastructure" and "state-owned enterprise reform" that have attracted much market attention.

As well as "growth stocks" related to "mobile Internet" and "smartphone industry chain" in the direction of small and medium-sized boards and GEM.

Today, they all underperformed the market and led the decline in the two cities. Among them, Internet Speed ​​Technology rarely fell by 5%, hitting a new low for the year. LeTV and Huayi Brothers also fell by 3%, setting a new low for the year; while Huaguo China Railway and Huaguo Zhong

The declines of a number of "infrastructure" and "state-owned enterprise reform" core blue-chip stocks such as China Metallurgical Corporation, Huagong International, and China Communications Construction were distributed between 2% and 5%, basically around the intraday low set on Sunday.

Shock.

Of course, core concepts in the fields of "infrastructure" and "state-owned enterprise reform" such as Beixin Road and Bridge, Shibei High-tech, Shanghai Sanmao, Pudong Development, Shanghai Construction Engineering, etc. are speculating on stocks, and today they still maintain a relatively strong state.

, after violent shocks, all closed in the red, among which... Although Beixin Road and Bridge did not complete 4 consecutive boards, further opening up the market's upward speculation space, it also maintained a 5% increase, setting a single-week increase of more than 40%

With its performance, it topped the weekly gainer lists of the two cities, and also occupied the first position on the popularity lists of popular stocks in the two cities.

In addition to the performance of indexes, sectors, and individual stocks...

The overall transaction volume of the two cities today compared with yesterday

On the same day, there was also a significant shrinkage. The transaction volume shrank directly from more than 100 billion yesterday to about 90 billion, of which the Shanghai stock market transaction was more than 48 billion and the Shenzhen stock market transaction was more than 44 billion. In terms of transaction volume performance, it remains the same.

It shows that the Shanghai stock market is more active than the Shenzhen stock market.

Faced with such closing results, all investor groups in the two cities.

There are those who complain, there are those who are happy, there are those who are pleased, there are those who are satisfied...

Generally speaking, the pattern and trend of the market has slightly disappointed some investors who have full expectations, high enthusiasm, and are accustomed to short-term speculation; but for those investors whose expectations are not high, or who have not caught up with the market before.

, for some investors who lost their money, they are happy and gratified.

After all, several major indexes failed to maintain their strong status today and closed positive again.

However, compared with the external stock market's decline of 3% or 4%, it is already considered a relatively strong and relatively ideal result.

What's more, the market fluctuated greatly yesterday, and the 2200-point breakthrough failed, which also relatively dampened the market's bullish sentiment. Today, the market can stabilize without panic selling, which is already a pretty good trend.

Of course, although the trend of the index is relatively strong relative to the outside world.

However, under the influence of the short sentiment that has enveloped the global financial market, and the fact that the index actually closed down, and the closing result is further and further away from the 2200 point mark, the entire market's expected expectations for the market outlook, as well as the overall bullish sentiment, have been greatly affected.

A big blow, with obvious signs of decline.

"Compared to yesterday, the market has shrunk so much."

Yuhang, inside Minghui Capital, in the main fund trading room, the fund manager He Hong, after a brief review, looked at the two markets that had been fixed for a long time, and frowned: "Today the index has not been red, and it has caught up with yesterday's high.

Yes, basically all of them were trapped today, and the market outlook... is not optimistic!"

"I feel that the market outlook is quite optimistic." Beside He Hong, general manager Xu Zhongji said with a smile.

He Hong looked back at Xu Zhongji and asked, "What is Mr. Xu's logic for being optimistic about the market outlook?"

"Although today's index closed down, compared with the external performance, its shock trend is still very strong." Xu Zhongji said, "And if you look at the two core main lines of "infrastructure" and "state-owned enterprise reform", although these two core main lines

Today is generally weaker than the market, but its core popular stocks have basically not fallen below yesterday's intraday lows. Our fund's bottom-buying positions yesterday have basically remained near the cost line today, and there has not been much loss? That's it.

It shows that the bottom support of these two main lines is quite strong, and there is a high probability that the market has not finished.”

"As for this round of market rebound, the core market focus is on the two core themes of "infrastructure" and "state-owned enterprise reform."

"It can be said that this week's rebound is driven by the two core main lines of "infrastructure" and "state-owned enterprise reform." And now...since the market for these two main lines has not finished, it means that the index market has also

It has not finished its run, and the Shanghai Stock Index will most likely continue to rise in the market outlook and continue to hit 2,200 points.”

"As for whether it can finally stand firm at 2200 points, it will really open up the market outlook."

"Then it depends on the further development of the market and the performance of the external market."

"And today's market has shrunk significantly compared to yesterday. I don't think this is a bad thing. In the rebound trend of the market, the market does not have to continue to increase volume."

"It may be more conducive to the development of the market outlook to stop occasionally and reduce the volume to digest the floating chips."

"But the external market... feels like there are signs of collapse!" He Hong admitted that what Xu Zhongji said did have some logical support for the market outlook to continue to rebound, but he still had to worry in his heart, "From the perspective of historical development,

Look, there has never been a precedent for A-shares to be independent from U.S. stocks and move independently."

"The rise of the U.S. stock market last year can be said to be unique in the world." Xu Zhongji said, "A slight adjustment this year should be considered normal, right? And from the current point of view... The long bull trend of the U.S. stock market for many years has not been broken. Short-term adjustments should be

It will not affect the long-term trend. Furthermore...from a macro perspective, this year's global economic development and expectations are

It’s obviously better than last year.”

"Under the expectation of global economic recovery, the U.S. stock market, as the world's most important stock trading market, should respond."

"Anyway..."

Xu Zhongji paused and continued: "At this position, it is really not appropriate to be overly pessimistic. After all, even if the index continues to fall back, how much can it fall to the maximum? Back to 2,000 points? Or a new low of 1,800 points? No matter how you look at it...

…In this position, there is not much space downwards, but there is unlimited room for imagination upwards.”

"Furthermore, in recent days, so much new main funds have flowed into the market."

"These main funds are not for charity. If they don't create room for improvement, will they be allowed to ship the profits with the current market liquidity?"

He Hong knew that Xu Zhongji's last words were about Mr. Su who was invested by Yuhang. After thinking about it, from the perspective of the chip game, it was indeed the truth. The worry in his heart relaxed slightly and said: "Then

Just listen to Mr. Xu and take a look at it later. If the index continues to go down and the volume increases again, then we should stop the loss in time and change our strategy."

"Well, let's take another look!" Xu Zhongji responded lightly.

Then, when he saw that the time had reached 5:30 pm, the trader couldn't help but adjust the big screen of the trading room to the refreshed dragon and tiger list interface of the two cities.

After a day of shrinking and shock, there are 7 fewer stocks on the list today than yesterday.

Among them, in the two main areas of "infrastructure" and "state-owned enterprise reform", Shibei Hi-Tech, Beixin Road and Bridge, Shanghai Sanmao, Kumho Group, China Fortune Land Development, and Bayi Steel continue to be on the list.

"There are still no seats on "Fortune Road" and "Fusheng Road". Mr. Su continues to lock up positions!"

Seeing the refreshed data of the Dragon and Tiger List, countless investors who paid attention couldn't help but sigh after searching for it.

"Nothing is a good thing. Mr. Su's locking up the position proves that Mr. Su continues to be optimistic about the market outlook. It also proves that today's index retreat is a benign correction."

"Hey, I'm scared to death. I saw such heavy selling on the Beixin Road Bridge today. I thought President Su had already left."

"Mr. Su continues to lock up. If I had known earlier, I would have gone to Beixin Road Bridge today."

"Not only did Mr. Su's seat not come out, China Fortune Land Development's "First Securities Shenzhen Huaxin Road Sales Department" also didn't come out, and Boss Ge also locked up his position."

"Not only did Brother Ge lock up his position, Jiefang South Road also increased his position!"

"Let me go, it's true that the chief helmsman has purchased additional funds of 20 million each for Shibei Hi-Tech and Beixin Road and Bridge!"

"Everyone, none of you came out."

"There are also institutions within the institution. China Fortune Land Development still has institutional seats that are being bought today."

"The two checks of China Railway and China MCC are not on the list today. I don't know if the leader of "Chunhui Road" Zhang is still there, and I don't know if the institutional seats are also increasing their positions in these two core blue-chip stocks."

"We can't control the stocks that are not on the list, but judging from the stocks on the list alone, it is enough to know that the main funds from all walks of life have not left."

"Indeed, this is enough to show that the two main lines of "infrastructure" and "state-owned enterprise reform" are not over."

"Hey, today's Dragon and Tiger ranking data are indeed very good overall, but weren't yesterday's Dragon and Tiger ranking data also very good? Did it affect today's market drop?"

"So, it's not enough to just look at domestic stock market news. The impact of U.S. stocks must also be considered!"

"The external stock market won't fall sharply tonight, right?"

"It's hard to say. I feel that because of the two consecutive days of sharp declines in the US stock market, a shadow of panic has enveloped the global financial market. And our Big A has always been the weakest in the world, and the probability of not following suit is extremely small, so...

Considering the extreme conditions in the periphery, we still have to be cautious.”

"But today is Friday. Can we take a gamble on the weekend news?"

"I feel like there won't be any good news!"

"Don't expect huge profits or anything like that, just don't expect negative news."

"I still say the same thing, it is useless to analyze so much, our information channels and our understanding of the market

Understand that it is impossible to surpass those big institutional analysts and traders, so... I think following the smartest main players in the market is the most convenient and effective method. Since Mr. Su continues to lock up positions, after the huge market shock yesterday, today

Even if the market is falling and there is still no one out, there is no need for us to panic."

"Yes, since Mr. Su hasn't come out, let's just follow suit and lock the position."

"After all, when it comes to running, Mr. Su can run. We have so much smaller funds, so we can definitely run too."

"I'm afraid that the U.S. stock market will continue to plummet tonight, and there will be another bad news over the weekend, and next week the index will jump short and open lower, and everything will be depressed."

"I'm afraid of this and that. In a weak market, I feel like I can't make any money."

"I feel that in terms of operation, it is better to simplify the complex. Anyway, I will accept death. If Mr. Su doesn't come out, and I don't come out, I will take it this round. I don't believe it. The index can fall back to 2,000 points.

"

Many investors are having heated discussions about the data on the Dragon and Tiger List.

As time goes by, the long-short sentiment of the entire market remains in a stalemate until... U.S. stocks opened in the evening, shrouded in short sentiment. U.S. stocks opened lower, opened lower and moved higher, recovering a lot from yesterday's plunge.

After the decline, the long-short sentiment in the domestic market reversed.

Immediately afterwards, there are two days on the weekend.

Regulators were already in a bullish mood in the market and did not continue to stimulate the market. The news was calm.

Finally, when the news was calm, the external market trend improved, and the worries about the collapse of the US stock market gradually dissipated, on Monday, April 28, the two markets opened again.

However, to everyone's surprise...

After two days of emotional fermentation over the weekend, bullish sentiment prevailed.

After the market opened slightly higher, it did not stabilize for even 10 minutes and continued to fall underwater, entering the same shrinking and volatile situation as last Friday.

And this volatile situation was maintained from the beginning of the market to the close of the market.

Finally, the Shanghai Composite Index closed down 0.56%, with the point further falling to 2146.39. The Shenzhen Stock Exchange Index and the ChiNext Index fell nearly 1% again, which was weaker than the performance of the Shanghai Stock Exchange.

In addition, the index performance exceeded everyone's expectations.

The turnover of the two cities has also further declined, from more than 90 billion on Friday to more than 88 billion. The pattern of Shanghai stock market turnover being greater than Shenzhen stock market turnover has not changed, and consumption and pharmaceuticals performed strongly on Friday.

The sector has become a round-up market, and the two core themes of "infrastructure" and "state-owned enterprise reform" have once again taken the lead, maintaining the trend of shrinkage and shock in the red market, and once again showing a performance that is stronger than the market.