The investment era of rebirth

Chapter 554 The struggle for market dominance (forty-three)!

Author: vaguely first meeting

"There is also the check from 'China Railway Construction', and Mr. Su's 'Fortune Road' has also intervened."

"I have to say that the 'China Railway Construction' check list is really exciting. It is a truly luxurious lineup. Not only does it include Mr. Su's 'Fortune Road', but also Leader Zhang's 'Chunhui Road'.

There is also Mr. Liu's "Beiyuan Avenue", and... institutions are also involved. In addition to a few big guys, two institutions have purchased a total of 216 million yuan. Damn it, this is really the most luxurious thing I have seen this year.

It’s on the dragon and tiger list.”

"Among those two institutions, one should be an associated seat of Mr. Su's 'Fortune Road', right?"

"It doesn't seem to be the case. Judging from the historical buying records, these two institutions have nothing to do with Mr. Su's 'Wealth Road'. There is a high probability... that they are the 'National Team' or other large institutions, right?"

"Chengjin and Huijin have dedicated seats. It shouldn't be the 'national team', right?"

"The 'national team' in the stadium includes more than just two big guys, namely, Zhengjin and Huijin, so...it's impossible to judge just by looking at the seats."

"Whether it is or not, today the two lines of 'infrastructure' and 'military industry' have absorbed a lot of incremental funds."

"Yes, for these two main lines, the net inflow of funds today is huge!"

"Whether it is analyzed from today's market trend or from the current Dragon and Tiger List data analysis, it is certain that the market has already formed a transformation in market style."

"High and low switching, or 28 switching?"

"At present, there are probably more signs of 'high-low switching'. As for the '28-year-old switch', at least it is not visible yet."

"I don't think it will form a sustained pattern of 'Shanghai is strong and Shenzhen is weak', right?"

"I don't think it's the case either. I don't think it's advisable to be optimistic about the continued trend of 'Shanghai is weak and Shenzhen is strong' or 'Shanghai is strong and Shenzhen is weak'."

"Indeed, although the market seesaw effect has always existed, in fact, if we carefully calculate the market conditions in recent months, neither the Shanghai stock market nor the Shenzhen stock market has always occupied the hot direction of the market. It feels that the core direction of the market has always been at both ends.

Jump, which end rebounds higher, profit margins accumulate, and you are emotionally exhausted and it is not appropriate to attack again. After that, a group of active capital groups in the market immediately began to gather and flow to the other end."

"So, the probability of '28-year-old switch' is still low. At present, it is better to follow the market trend of high-low switch."

"No matter what kind of logical transformation it is, the current core hot spots in the market have focused on the two lines of 'infrastructure' and 'military industry', and there should be no objection."

"There is certainly no objection to this. Taken together, no matter what aspect, the trend shape and volume performance of the two lines of 'infrastructure' and 'military industry' are the best."

"The follow-up will be done around these two main lines."

"Although the main market hot spots are focused on the two main lines of 'infrastructure' and 'military industry', specific analysis, that is, within these two main lines, the most potential market hot spots can still be pondered.

When buying stocks, you have to buy the leading one."

"The stocks that are obviously the main focus today are these checks that Mr. Su's 'Fortune Road' gathered to increase positions, right?"

"There are still a few stocks that are not on the Dragon and Tiger list, such as China Airlines Optoelectronics, Air Engine Power, Northern Navigation, China CNR, China South Locomotive, China Construction... these stocks."

"These are definitely the core large-cap blue-chip stocks. The concept stocks of small and medium-sized caps, such as 'Shanghai Construction Engineering, Pudong Construction, Tianshan Cement, and Beixin Road and Bridge', which have been relatively strong in the past few days, are actually not bad.

, I personally feel it is worth doing.”

"That's almost the case, but if we want to be the leader in popularity, it has to be 'Fushun Special Steel, Huaguo MCC, Huaguo Railway Construction, Beijiang Communications Construction', and...'Beijiang Communications

Jian' this check, this must be the second round of speculation, right? It feels like there is really a lot of room for speculation about this check."

"By the way, is anyone paying attention to the 'Chengfei Integrated' check today? I feel like it's not easy for this check to hit the daily limit today!"

"Didn't this check follow the changes in the 'military industry' sector?"

"Not only is it following the trend of 'military industry', but there are also market rumors about the injection of military industry assets and the concept of mergers and acquisitions. I always feel that this check is very likely to become the 'military industry' line. The next

The leader of popular speculation, this check has hit the daily limit today, it’s really beautiful.”

"This check, trend pattern, volume and energy performance, are indeed quite good in all aspects."

"Let's first take a look at the sustainability of the trend of this check tomorrow. At present, in terms of market attention, this check has not received much attention."

“The hot spots in the ‘military industry’ direction should be ‘Beidou Navigation’ and ‘domestic aircraft carriers’, right?”

"Why do I feel that it is in terms of 'military asset reorganization' and 'military asset securitization'? And from this aspect, Northern Navigation, the only concept stock in the two cities where overall military assets have been injected into the market, has great potential for speculation.

"

"In the two lines of 'military industry' and 'infrastructure', in addition to the positive news released in the previous market news, other related investment logic has always been carried out around the 'reform and reorganization of state-owned enterprises and central enterprises'. I think this is the only

It is the fundamental direction of the underlying investment logic of the market’s main line.”

"It makes sense. If the market really wants to penetrate deeply into the direction of the main board, the main concept of 'reform and reorganization of state-owned enterprises and central enterprises' definitely has potential to be tapped."

"The current market situation has not reached the stage of deep penetration, so let's follow Mr. Su's 'Wealth Road' first!"

"Yes, it's not too late to wait until this wave of market breakthroughs is finished, and after the Shanghai Stock Index breaks through intensively, the trend will slowly slow down again, and then we will consider the market's in-depth penetration and divergence direction."

“Everyone thinks, how far can the Shanghai Stock Exchange Index break through in this wave?”

"At least 2400 points, it can be seen, right?"

"2400 points? This is not difficult at all, right? Maybe next Monday, the Shanghai Stock Index will directly break through the 2400 point mark."

"At least we can see the rebound high point from the last round."

"2500 points? I also think it should be able to touch the rebound position of the last round, but I don't know... can I jump over this box that has been shaking for several years and stand above 2500 points."

"Whether it can actually break through 2,500 points depends on the subsequent follow-up of incremental funds in the market."

"If the turnover of the two cities increases from today's level by a certain amount and reaches an average turnover of 200 billion, I think it would be really exciting to break through 2,500 points."

"Hey, the daily turnover of the two cities is stable at 200 billion? I dare to think!"

"It's not impossible. Just before the market opened today, who would have thought that the market would explode with so much volume today, and that the daily turnover of the two cities would reach the 180 billion mark?"

"That's true. I hope that in the future... the market can move according to its ideal state, right?"

"I think this round of rebound in the Shanghai Stock Index has a high probability of breaking through the previous market high in early May and really opening up space. After all, the last round of 'big infrastructure' changes, I remember the 'Yuhang Series' main fund headed by Mr. Su

, did not fully participate in heavy positions, but just stirred up the market and made a rebound. But this time... it can be clearly seen that the main force of the 'Yu Hang Group' has really poured heavily into the 'military industry' and 'infrastructure' sectors.

Two lines, at the same time... You should also be able to find that after the Dragon Boat Festival, the buying frequency of Mr. Su's "Wealth Road" on the Dragon and Tiger List should be the most frequent and concentrated period since Mr. Su's debut.

Is it time?"

“Comparing this with Mr. Su’s previous view on market investment that ‘a bull market is just around the corner’, I think... it is entirely possible for the market to achieve a substantial breakthrough this time.”

"Analysis of market chip structure..."

"The rebound in April and May also loosened the hold on the main lines of the main board in the range of 2,500 points to 2,300 points, so that the pressure of 2,500 points is no longer so great."

"Let's look at the continuity first, but... judging from the changes in Mr. Su's positions and the frequency of Mr. Su's 'Fortune Road' attacks, there is indeed a high probability that there will be a relatively large market space here."

"Haha... I also feel that I have been pessimistic for several years, and it's time to be optimistic."

"Since Mr. Su's 'Yuhang Department' has already invested tens of billions of dollars in funding, we...have to prepare the funds!"

"20 million yuan in capital and all the assets are ready, just waiting for the market to open on Monday!"

"I believe you, 20 million is all you need?"

"No zero should be added after 20 million? But...if there is a bull market, now is indeed the best time to take a heavy position."

"Not talking about policy, news and economic fundamentals, from a technical analysis alone, it is time for the golden cross to rise at the monthly level of the Shanghai Stock Index, right?"

"If the trend this month can be maintained, the monthly line of the Shanghai Stock Exchange Index will be a golden cross."

"Looking at it now, it feels like a 'bull market' is really possible! In the market, some of the opinions of those brokerage institutions and fund institutions that are brainlessly bullish are not completely unreasonable."

"Anyway, looking at the K-line technical chart, the more you look at it, the more similar it becomes."

"Then it seems we really have to pay attention. Will the 'big infrastructure' trend really become the clarion call for the bull market?"

"It's hard to say. Anyway, Mr. Su has never failed so far. His judgment of the main market trends and his ability to choose the right time are truly amazing."

“In this wave, will the ‘Yu Hang Department’ have to make a lot of money again?”

"I must be making a lot of money. Now the two major lines of 'military industry' and 'infrastructure' are in full swing. The funds for the 'Yu Hang Department' to carry the sedan chair are really huge. Alas... no wonder the 'Yu Hang Department'

'Several funds have share premiums so high in the market."

“Damn it, when the ‘Yuhang No. 3’ fund was launched, there were still fewer subscriptions!”

"The funds of the 'Yu Hang Series' are considered to be the best fund products in the industry, right?"

"Without a doubt, he is the best, bar none."

"I don't know when the 'Yuhang No. 4' fund will be released. I would say that since Mr. Su has judged that there is a possibility of a 'bull market' in the market, he should launch a wave of fund products with a scale of hundreds of billions."

Level up."

"Damn it, your ambition is bigger than Mr. Su's. A scale of 100 billion? Can the market tolerate a scale of 100 billion at this time? If it really reaches that level, it will be like the 'national team' on the field. I want to

Any movement will cause chaos in the market, which will make it difficult to make net worth."

"That's right, it seems...I want to keep things simple!"

"The funds chasing the 'Technology Growth' line in early trading today are really miserable. And it can be foreseen that next Monday, the 'Technology Growth' line will have to fall violently. Think about it.

, I also find it ridiculous. A few days ago, at the Magic City offline investment strategy conference, various institutional groups in the industry publicly declared that "technological growth" is the future of the market. Unexpectedly... only a few days later, this line was already dead.

Already."

"Tsk, those institutions... apart from being centralized and united, their level is just like that!"

"Those institutions should have discovered that Mr. Su's 'Yu Hang Group' funds had invested heavily in a number of core stocks in the main line of 'big infrastructure' early on, and they were unwilling to just enter the market and give the 'Yu Hang Group' hundreds of dollars in vain.

With a capital of 100 million, they concentrated on the "technological growth" line, hoping to use this to open up a breakthrough and completely avoid the "Yu Hang Group" capital. At the same time, they also seize the initiative in the market in disguised form and push Mr. Su to

The net value of the 'Yu Hang Series' fund has dethroned the altar, right? What a pity... The market trend is unstoppable. The 'technological growth' line has been hyped by the influx of funds from all walks of life, but there is still no consistent market expectation, resulting in

Instead, these institutions shot themselves in the foot."

"Damn it, I asked you why the market trend was so weird the past few days. With your explanation, the logic is completely clear!"

"The essence is the same...these institutions, sometimes, just don't have enough structure. Now...these groups of institutions that are concentrated in the main line of 'technological growth' will have to cut off positions indiscriminately, step on each other, and pull each other's back."

Are your legs gone?"

"Even if they don't hold back, they can still carry on. In the 'technological growth' line, the short-term chip structure has been messed up. There is no hot money that dares to participate in the relay and continue to support the investment sentiment in this direction."

"After a wave of undercurrents, it turns out that Mr. Su is still great and has always been on the right side of the market."

"At the same time, this is also the power of market trends!"

The messages in the group were refreshed rapidly, from hundreds to thousands of messages in about an hour.

On the other hand, on the market network, various stock investment forums, communities, and financial media comment areas and other places where discussions can be held, the discussion among investor groups is also unprecedentedly intense.

And because of this intense discussion.

Many potential investor groups who originally paid little attention to stocks and paid attention to the stock market outside the market have also been attracted and started to pay attention to the market again.

Of course, most investor groups are excited and excited.

Today, investors who were deceived by a number of core concept stocks in the main line of "technological growth" felt depressed and anxious.

Among them, especially in recent times, various institutional groups are heavily involved in the line of "technological growth".

Relevant institutional managers and fund managers feel even more uncomfortable.

For example, within the "Pingyin Asset Management" company, in the fund investment department, Liu Ziliang, who had not yet gotten off work, saw the rapid change in market investment sentiment, and it can be said that his teeth were broken.

However, when he was depressed and angry.

What made his heart even more devastated was that after the market rankings were announced, at close to 6 o'clock in the afternoon, the new regulation on 'Internet TV' supervision, which was originally about market rumors, was completely resounding in the market in the release of a document from the State Administration of Radio, Film and Television.

"LeTV" and many other concept stocks related to "Internet TV" in the market have been pushed to the forefront again.