The investment era of rebirth

Under the influence of the simultaneous stop-loss and sell-off of the main funds of the three parties, the trend of the "military industry" line has become even weaker.

On the market, the entire 'military industry' industry sector index further expanded its decline, reaching the 3% decline mark at 10:49. Among them, the core concept stock Hongdu Airlines almost fell to the limit under the suppression of continuous large-scale selling, while

Huaguo Heavy Industry, Huahang Mechanical and Electrical, Huahang Optoelectronics, Aviation Engine, Huaguo Great Wall, Aviation Technology... and other core component stocks where the main funds of the three parties have focused on building positions have also fallen close to 5%.

Immediately afterwards, due to the panic of the main line of "military industry", which was almost exhausted, the stock price fell.

At 10:50, the industry sectors and concept sectors related to several core main fields such as 'infrastructure', 'state-owned enterprise reform', and 'Internet finance', which were completely abandoned by the main funds in the market, also instantly broke out with the same panic and selling trend.

, the entire disk of several main lines, at a glance, is full of heavy selling that takes the initiative to kill the market price.

At 10:52, under the overall collapse of the main lines such as 'infrastructure', 'state-owned enterprise reform', 'Internet finance', and 'military industry', the Shanghai Stock Exchange Index fell to around 2220 points in one go, and the decline expanded to more than 1.5%. At the same time...

…The two main lines of 'smartphone industry chain' and 'mobile Internet', which had performed slightly in the early trading, have also stopped at this moment. Not only did they give up all the gains in the morning, but their related industry sectors and concept sector indexes also fell.

Once underwater, the strong state no longer exists.

At 10:55, all industry sectors in the two cities turned green, and none rose.

At 10:57, Beixin Road and Bridge hit the limit again.

At 11:02, when the market trading time entered the last half hour of midday trading, after the Shanghai Stock Index hit the lowest point of 2216.21, the volume of panic selling in the two cities finally weakened, and bargain-hunting funds began to rush in at low prices.

Both the index and individual stocks have experienced a short-term rebound.

At 11:05, the Shanghai Stock Index returned to the 2220 point mark.

At 11:09, Beixin Road and Bridge opened its lower limit, and the market decline retracted to around 8%.

Many hot money exchanges and discussions are ongoing.

"That makes sense, let's wait and see."

"I also feel that the market's hype logic is still the line of 'oversold rebound'."

At 1:02, these relatively strong popular sectors and popular concepts immediately rose one after another, including 'LeTV, Huayi Brothers, Guangguang Media, Lixun Precision, Anjie Technology, Xinwei Communications, Changying Precision' and so on.

The stock was under concentrated attack from large buying orders, and the stock price rose further.

At 11:20, when the market trading time enters the last ten minutes before the midday close.

"Yes, effective money-making opportunities are far better than risky opportunities with low certainty. Again, you have to learn to short positions!"

"Fund traders who use private accounts to speculate in stocks should report it, right?"

Funds hunting for market dips have obviously become more active.

"The money-losing effect of the top 20 most popular stocks in the two cities is still obvious. In this case, I will not buy the bottom easily anyway."

At 11:12, the film and television media industry sector turned red again, becoming the only industry sector to turn red in the two cities, and the core component stocks within the sector, such as Changqu Technology, Hua Qingbao, Huayi Brothers, Guangguang Media, and Oriental Fortune

Waiting for votes, a relatively rapid rise occurred, and the intervention of bargain-hunting funds was more obvious.

"No matter what the logic is, the market trend this morning, to be honest... is obviously lower than expected."

"Don't analyze the underlying logic. I feel that today's 'Film and Television Media' sector and 'Apple Mobile Phone Concept' can lead the market and be chased and favored by active funds on the market. The logical line they follow is still the four "oversold rebound"

In other words, the sustainability of the market is still doubtful."

“The intraday low of 2216.21 is almost there?”

At a time when many retail investors are discussing intensively in the comment areas of stock trading platforms and stock investment forums.

"Yes, the main hot spots have returned to the field of 'growth stocks' dominated by small and medium-sized board and GEM constituent stocks, such as the core popular stocks in the concept fields of 'smartphone industry chain' and 'mobile Internet'.

There are signs of bargain-hunting fund attacks, and the trend is obviously stronger than other areas in the two cities."

"My point of view is still the same as before. As long as 'infrastructure' and 'state-owned enterprise reform', the two core themes that previously led the market, do not really bottom out and usher in a strong rebound, then the index bottoms out and the so-called bottoming out occurs.

If the trend reverses at the bottom, there will be huge variables.”

Among the large group of retail investors gathered in the discussion area of ​​the stock trading platform and the stock investment forum, some people raised questions after a brief review.

"It feels like Mr. Su's 'road to wealth' has disappeared for some time."

"Let's continue to wait and see. Mr. Su is not in a hurry. Why should we be in a hurry?"

Su Yu is in the main hot money group of Yuhang.

"Today's performance of several major indexes does mean that the Shanghai index is weak and the deep is strong. It can be seen that the Shanghai index is still falling below 1%, while the small and medium-sized board index is almost turning red."

"What is the logic behind the line of 'film and television media'? Do you think it can be done?"

"Buying the bottom, buying the bottom... I don't know how much money has been buried in the early bottom hunting. Although the index is very close to the 2200 point mark at the moment, when the market trend develops, the decline at the end is often the most scary. I

I feel that we still need to be cautious when buying the bottom at this time.”

Subsequently, under the attack of these bargain-hunting funds.

The vast number of investors both inside and outside the market were naturally quite disappointed. However, despite being disappointed, thinking about the rebound performance of the index before midday, they could not help but have more expectations and hopes for the market trend in the afternoon, hoping that the market would

After breaking out of the panic market, it was able to rebound from a deep V and usher in a more powerful and violent rebound trend.

"It's impossible. During the period when the 'Yu Hang Series' fund is closed and its net worth is not disclosed, its position data are all internal secrets of the company. It is impossible to leak them out. Of course... unless you go to the company managed by Mr. Su.

If you work as a trader at Yuhang Investment Company, you may still know this."

"The explosion of the online drama market and the recovery of the film industry?"

Faced with such a midday closing result...

"It must be reported, and the stocks held by the fund must be avoided accordingly, otherwise...after all, it will be suspected of being a rat position."

Among them, the small and medium-sized board index is an important core index of the two cities.

"The market will not close. As long as there is capital, the market will never lack opportunities. Anyway... when the market investment risk is still relatively high, short positions are the only correct choices. Even if we are not taking the investment route,

That is also a line of speculation, not gambling."

As it is approaching midday, the main direction of undertaking the bottom-hunting funds on and off the market is the 'growth stock' field that is biased towards the small and medium-sized boards and the GEM. Therefore, the performance of the two major indexes is significantly better than that of the Shanghai Composite Index. At the time of closing at noon,

It closed down 0.89% and 0.72%.

"Will the market's main hot spots return to the two main lines of last year's core hype, the 'smartphone industry chain' and 'mobile Internet'?"

At 1:05, LeTV's gains expanded to 2%, showing signs of rising momentum and leading the market to continue to break through.

"Yes, the current money-losing effect of popular stocks is still very obvious, and everyone's enthusiasm for following the trend is not high. In this situation... even if we rashly pull in some popular concept stocks, there will be no strong following sentiment and financial support to follow the trend.

It’s hard to hold on.”

"Today's market hot spots are not on the core themes of 'infrastructure', 'state-owned enterprise reform' and 'Internet finance', right?"

"I heard that in terms of national macro policies, it seems that there is generous policy support for this field, right?"

"Well, the two main lines of 'mobile Internet' and 'smartphone industry chain' did not rise much during the market rebound in April and May. However, with the market adjustment in late May, they fell a lot.

, it is indeed in line with the logic of 'oversold rebound'."

"Overall, the market's buying orders are still hesitant to accept funds, while selling orders are still more determined than buying orders. In this situation, it is really difficult to predict the market trend in the afternoon."

At 1:09, the gains of many "Apple concept" stocks such as Lexun Precision, Xinwei Communications, OFILM Technology, Goertek, etc. also exceeded 2%.

"It's hard to say. At least for now, active funds on the market are converging on these two main areas."

"Hey, short position is the most difficult thing. Now I finally understand this sentence."

“You were buried when you were buying the bottom before, why are you still buying the bottom?”

Immediately afterwards, with tens of millions of investors inside and outside the venue paying close attention, the time passed at 1:00 pm, and the two cities once again ushered in continuous bidding transactions.

I saw that after an hour and a half at noon, emotions were brewing and the news was fermenting.

In this situation where the volume-energy relationship between active selling and active buying in the market returns to rationality.

As for the Shenzhen Stock Exchange Index and the GEM Index...

At 11:30, when the two markets closed at noon, the Shanghai Stock Index regained the 2230-point mark, retracting the intraday decline to 1.12%.

"You should be able to find out if you sneak into the internal investment group of the 'Yuhang Department', right?"

"Indeed, compared with the entire market, it is really limited and has basically no value in participating."

At 11:30, the moment when the market prices in the two cities were fixed again, the decline shrunk to less than 0.5%, becoming the strongest core index in the two cities. It also fully demonstrated the attack of the main funds in the market today and the main market trends.

The direction of performance emphasis.

The trading market of the two cities had just started to jump, and relatively radical investor groups rushed in to buy the bottom, focusing on attacking 'film and television media', 'Apple industry chain', 'electronic information', 'Internet software', 'Internet applications' and so on.

Relatively strong concept sectors and their related core popular stocks.

"Yes, in fact, on the whole market, except for the two core main lines of 'mobile Internet' and 'smartphone industry chain' that have performed slightly, there is really nothing else to see."

“In fact, during the period nearing midday, although the decline in the index has shrunk a lot, on the market, overall, the rebound is still showing signs of attenuation. This proves that the funds that are buying the bottom at this stage have their own confidence.

It’s not very sufficient. Under such circumstances, I think it’s still very difficult to stabilize the market and get out of the deep V trend.”

“Anyway, in a downward trend, just operate with caution!”

"Well, I feel like the market style is changing a bit."

"Although the two sectors of 'Film and Television Media' and 'Apple Concept' seem to be gaining momentum, the overall investment sentiment in the market is still very weak, and the money-losing effect of the two markets is still very obvious. In this case

, if you attack rashly, you will be quite passive!"

"Well, it seems that the two core main lines of 'mobile Internet' and 'smartphone industry chain' have completely collapsed before the market turned around again, right?"

"Who told me this? I haven't heard of any news about this yet!"

All hot money tycoons in Zhezhou Province and even Yuhang are having heated discussions about today's market trends and expressing their own opinions one after another.

Not only 'film and television media', but also the 'Apple mobile phone industry chain' has been attacked by bargain hunting funds. 'Infrastructure', 'state-owned enterprise reform', 'military industry', 'Internet finance', and 'venture capital' have suffered too much during the session.

', 'Shanghai Free Trade Zone' and other main lines have also welcomed a lot of funds to buy the bottom.

"Be cautious and be cautious. Optimism at this time is often the easiest to be slapped in the face."

"I feel like it's almost done. After all, there's already a panic in the game."

"I always feel that in the market, the core main line that has the effect of making sustained money has not yet been developed."

"Hey, I just don't know the specific position data of the 'Yu Hang Series' fund. If you know it, you can't go wrong if you follow it and buy it."

"Let's take a look while walking. If the two lines of 'mobile Internet' and 'smartphone industry chain' continue to rebound in the afternoon and can lead the market out of a deep V trend, then we can still take a high look, and maybe the market can really be here.

, switching styles, of course... If in the afternoon trend, these two core main line concepts fall back again, like yesterday's 'venture capital' concept, then there is nothing to say, the market has definitely not bottomed out yet.

."

"I don't chase highs and guess lows. I just look at an indicator. When Mr. Su's 'Way of Wealth' appears, I will re-enter the market."

"At this time, the right side is more reliable than the left side. If the index fails to support 2200 points, if it falls below, it will be a bottomless abyss again."

"For the 'film and television media' line, just look at the three stocks of 'LeTV, Enlight Media, and Huayi Brothers.' I feel that there is still room for expectations in this line."

At 11:16, the Shanghai stock index's decline retracted to less than 1.5%. Electronic information became the second industry sector in the two cities to turn red after the film and television media. At the same time, Anjie Technology, Xinwei Communications, Subbed, and Lixun

Precision and other "Apple mobile phone concept" stocks rose rapidly, and the entire market began to improve.

"We'll wait until the following trend picks up again in popular stocks that attract a lot of market attention."

"If you really become an internal trader, you probably have to sign a confidentiality agreement. Even if you know it, it's still zero."

"But how do I feel about the rotation of market hot spots? Is the core hype logic still an 'oversold rebound'?"

"Judging from the market trend, it does seem to be a bit bottoming out. Near midday, the funds received for bargain hunting on the market have obviously expanded by an order of magnitude, but 'infrastructure', 'state-owned enterprise reform', and 'Internet finance'

There is still no obvious recovery trend among these core main lines. Through the market analysis of these core main lines, it feels like the market has not bottomed out."

As the messages in the group were refreshed rapidly, the lunch break also passed by in a blink of an eye.

At 1:12, the small and medium-sized index turned red and rose again, and the decline of the ChiNext index shrunk to less than 0.4%.

At 1:15, another core component stock of the GEM, Internet Speed ​​Technology, which belongs to the "Internet Software" sector, also rose sharply and quickly broke through upward under the influence of multiple active buying orders.

At 1:19, the indexes of film and television media, electronic information, Internet applications, Internet software, communication technology and other industry sectors all turned red and rose from underwater, becoming the market's leading industry sector. At the same time, the entire market has also officially formed.

'Smartphone industry chain' and 'mobile Internet' are the core hot spots for speculation.

Of course, in the overall rebound trend at the beginning of the afternoon.

The main lines of 'infrastructure', 'state-owned enterprise reform' and 'military industry', which are the leading sectors in the market, have basically shown little improvement, and the main funds in the field are still showing a continuous outflow trend.