The investment era of rebirth

"Sure enough, the main capital flow in the market has returned to popular main lines such as 'infrastructure' and 'military industry'."

Noticing the rapid changes in the market, as well as the fact that core component stocks and concept leading stocks in popular main line areas of the market such as 'infrastructure' and 'military industry' all rebounded rapidly from intraday lows, Liu Guanhai showed a slight smile on his face and said: "

The main capital groups are so divergent on the low main line that they are unable to form consistent expectations. It seems... the expected trend of "high-low switching" in market conditions will not be formed in a short period of time.

Haha, when the expected trend of 'high-low switching' cannot be formed.

The market will inevitably revolve around the two main industry lines of "infrastructure" and "military industry", as well as the "Eurasian Economic Belt", "New Era Road, Maritime Silk Road", and "Reform and Reorganization of Central and State-owned Enterprises".

Make a plate of speculation.

Fortunately, we held back in the early trading and did not rush to perform the "high-low switching" operation.

Otherwise, in this back-and-forth market trend, investment strategies and trading strategies may be completely chaotic.

Sure enough! When there is no clear other main line in the market that is expected to compete for capital flows in the market, the concept of ‘the strong will always be strong’ is always useful.”

While Liu Guanhai was sighing, Yu Lei, the trading team leader, smiled slightly and said: "Indeed, judging from the trend of the entire market, as long as these major market main lines at the low level can never form a consistency of funds and emotions, then

It is impossible to complete the 'high-low switching' trend of the market as a whole.

In the absence of other core main lines, it can fully undertake the two major industry main lines of 'infrastructure' and 'military industry', as well as the 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central and State-owned Enterprises'.

Under the circumstances of the money-making effect and consistent emotions condensed by the main line of conceptual themes.

Then, as long as ‘infrastructure’ and ‘military industry’ are the core market main lines.

It can also condense a sustained money-making effect and a strong fund-taking effect.

Then, the market trend of the popular main lines of the major markets such as 'infrastructure' and 'military industry' will not be interrupted. Even if there is a short-term adjustment, the lost ground can be quickly recovered.

At present, I don’t think we need to focus on the popular main lines of ‘infrastructure’ and ‘military industry’, as I am afraid that these popular main lines will be adjusted.

According to the market trend in the past few days.

We only need to keep an eye on the main lines of the market at the low level, such as 'technological growth', 'big consumption', and 'big finance', to see if they can form consistent expectations of funds and gather a more consistent following sentiment among retail investors.

.

As long as the divergence between the main lines at the market's low level remains.

So, we hold stocks in the two main industry lines of 'infrastructure' and 'military industry', as well as the main lines of conceptual themes such as 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central and State-owned Enterprises'.

You can continue to hold it with peace of mind and not be afraid of any shocks.

As long as funds are on the low main line, consistent expectations cannot be formed.

Then, these low main lines can only temporarily absorb the funds for a temporary "oversold rebound", and cannot achieve a sustained money-making effect at all.

Without a sustained money-making effect, there will not be a large number of financial groups to follow suit consistently.

In this way, the main financial groups inside and outside the market must continue to focus on the two major industry lines of 'infrastructure' and 'military industry', as well as the 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Central-owned and state-owned enterprise reform'

The main areas of several major conceptual themes such as "Restructuring" are being marketed and continued to be taken over, and the core component stocks and corresponding concept leading stocks in these fields continue to be passively pushed up.

As for when...

Only then can the market form a substantial ‘high-low switching’ situation.

I guess we still have to wait for some major positive stimulus from the macro news to be possible.

Otherwise, when the market adjusts itself, in a short period of time, it will definitely be difficult to focus on the main lines of the 'infrastructure' and 'military industry' industries, as well as around the 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road','

The main funds for the main line trading of several major conceptual themes such as the reform and reorganization of central and state-owned enterprises rushed to the low main line sector.

After all, seeking advantages and avoiding disadvantages is an unchangeable human nature.

Wherever it is easiest to make money, where it is easiest to condense market sentiment, funds will naturally go there.

What's more, the current main lines of 'infrastructure' and 'military industry' industries, as well as the main lines surrounding the concepts of 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'reform and reorganization of central and state-owned enterprises' are the corresponding basic investment logic.

The overall valuation of the core component stocks is not high. As long as the main funds gather together, they can continue to open up new space for speculation and a new upward trend."

"Haha..." After listening to Yu Lei's analysis, Liu Guanhai laughed loudly and said sincerely, "Faced with the increasingly large fluctuations in the market, holding shares at this time does not require a certain amount of determination and tenacity.

, it is indeed difficult, very difficult. I don’t know how Mr. Su from the ‘Yu Hang Group’ has tens of billions of capital chips focused on the two main industries of ‘infrastructure’ and ‘military industry’, and has firmly held positions all the way to this point.

Did you persevere?"

Yu Lei thought for a while and responded: "Maybe this is the reason why several main fund products of the 'Yuhang Series' have become legendary fund products in the industry and market!"

Whether as a competitor or as a friend.

President Su of the ‘Yuhang Department’ is an admirable person.

Regarding this point, Yu Lei fully agreed, and at the same time, he completely believed that Mr. Su of the 'Yu Hang Department' could not reach this point by relying on luck.

Of course, he also knows...

According to the previous investment styles and trading styles of several main fund products of the "Yuhang Series".

The other party is not the kind of large-scale main institution in the industry that only knows how to stick to one main line, consume it to the end, and has no ability to choose the right time.

With the huge profits, the 'Yu Hang Group', the main force of funds, at a certain point in time, or when there is an opportunity for a market turning point in the two main lines of 'infrastructure' and 'military industry', he firmly believes that the other party will definitely have it

The action was to reduce holdings on a large scale and take profits accordingly.

Therefore, in addition to corresponding market trend observation.

He has also been paying close attention to the market data on the Dragon and Tiger rankings.

At the same time, in the two main areas of 'infrastructure' and 'military industry', especially the core component stocks with higher holding weights of the 'Yu Hang Group', we carefully observed the 'Yu Hang Group' through the changes in chips on the market.

Changes in stock funds.

The other party holds tens of billions of chips on these two main lines.

Once a large-scale reduction of positions is taken and profits are taken, he does not believe that the other party can avoid the market traces, exit the market quietly, or complete the position adjustment.

As long as he discovers the movement of the main funds of the 'Yuhang Department'.

It was found that the other party showed signs of reducing its main stake in 'infrastructure' and 'military industry'.

Then, there is no doubt that he would suggest Liu Guanhai to carry out large-scale selling to take profits as soon as possible and quickly adjust positions to the low main line area.

After all, the size of the main fund of the ‘Yuhang Department’ is too huge.

At the same time, the impact of this capital on the market, as well as on the vast number of retail investors and hot money investors both inside and outside the market, is far-reaching.

Once everyone discovers that the main funds of the "Yu Hang Group" reduce positions and take profits, "infrastructure" and "military industry" are the popular main lines in the market.

So, the next moment.

The huge follow-up selling and the slow acceptance of buying orders can bury the entire main line of market trends in an instant.

"Maybe!" Liu Guanhai responded.

Then, he turned his attention to the intense trading between the two cities.

I saw that the huge main capital flow in the market has turned back to "infrastructure", "military industry" and other popular main lines of the market. With the continuous rise and strengthening of core component stocks and concept stocks of popular main lines such as "infrastructure" and "military industry", the Shanghai Stock Exchange Index has also further strengthened.

It moved higher, gradually recovering from the intraday plunge, and continued to hit new intraday highs with heavy volume.

Finally, when the time reached 11:30 noon, the two cities ushered in the midday closing time.

The Shanghai Stock Index rose by more than 0.5%, and once again formed a pattern in which the Shanghai Stock Index led the rise of the two major indexes, reappearing the pattern of "Shanghai is strong and Shenzhen is weak".

Faced with such a closing situation at noon.

During the lunch break, the vast number of investors inside and outside the market were in awe.

"Holy shit, the market trend has returned to the two main industries of 'infrastructure' and 'military industry'. At midday closing, the military industry sector actually led the gains again. I have to say, the main players are really good at playing!"

"This market trend is really like the 'electric fan' market, it changes too fast."

"I've been slapped in the face back and forth. I just cut off China Airlines Heavy Machinery in the morning, and I'm chasing LeTV. What the hell... Do I have to cut my flesh again tomorrow?"

"Damn, the market changes faster than flipping through a book. Just when everyone thought that today would be an 'oversold rebound' market trend and a day of low-priced stocks, the market suddenly turned back to 'infrastructure',"

The main line of military industry is on the line, hey... If I had known it, I might as well lie down and do nothing."

"I told you earlier, hold positions firmly and stay still, so you won't be harvested by the main force."

"This trend almost gave me a heart attack."

"As expected, let me tell you, there is no market for junk stocks like 'LeTV', haha... Those who chased the main line core stocks of 'Technology Growth' in early trading today should cry now, right?"

"No matter how the main force shakes the warehouse, I will remain firm."

"I have to say that the leader is still strong. The check for aerospace development almost fell to the bottom in the morning. At the close at noon, it almost went into the red. Can you believe it?"

"The strong will always be strong, and the two main lines of 'infrastructure' and 'military industry' remain stable."

"Hey, I've said it before. After the main force sells off, it will definitely have to be bought back. Let's see, today's main funds entering the fields of 'technological growth', 'big consumption' and 'big finance' will still be there early tomorrow morning.

We must continue to cut losses and chase core stocks in the fields of 'infrastructure' and 'military industry' at high levels."

"Hey, as expected, sticking to the core line is the right thing to do!"

"What the hell, these days of chasing the market really made me cry. I was strangled by the main force back and forth. In the end, the Shanghai Stock Index rose, but I lost nearly 15 points."

"What the hell, you bastard, how can you lose so much?"

"I've been killed so many times. No matter which side I pursue, I'm still losing money. It's really crazy."

"Hey, I won't chase you this time. I will lie down in the "Huaguo Building" and hold on with everyone. I don't believe it. The main force will kill me this time?"

"At this stage, no matter what you do, you will lose money."

"Speaking of which, the market trend is also crazy. You said that the main lines at the low level have no money-making effect and no one will follow them if they pull the market. So don't pull the market. Let's work together to move the 'infrastructure' and 'military industry'

Is it not good for the core main line of the big market to continue to rise? The main force is simply crazy."

"It would be better to sell all the funds that are not optimistic about the main market trends of 'infrastructure' and 'military industry' at this time."

"Yes, only by thoroughly cleaning out the floating chips will the subsequent main lines of 'infrastructure' and 'military industry' be able to rise more smoothly."

"The main force is slowly washing the market. I am not in a hurry. As long as Mr. Su's 'road to wealth' is not abandoned, I will continue to hold on. No matter how the position is shaken, I will not get out."

"You have to wait until November to see the third quarter report."

"The country has issued so many favorable policies. The third-quarter performance of the main lines of 'big infrastructure' and 'military industry' should generally not be bad, right?"

"Whether it's different or not, it can't change the fundamental reversal of the main lines of these two industries."

"Yes, stock trading is based on expectations. Since the fundamentals of the industry have reversed, short-term performance is actually not that important."

"As long as the basic, underlying investment logic and hype logic are still there, there won't be any problems."

"Hold your shares with peace of mind, hold your shares with peace of mind!"

"Anyway, don't follow the main line sectors that have no money-making effect, especially the 'technological growth' line."

"Yes, as long as there are no funds to follow, the main line of low prices, or the funds for rebounding from oversold, cannot make a market, sooner or later it will return to the main lines of the two major industries of 'infrastructure' and 'military industry'."

"Let's see, the market trend in the afternoon will definitely revolve around the main lines of 'infrastructure' and 'military industry'."

With the heated discussions and the influence of market news, emotions continued to evolve.

The lunch break passed by in a flash.

Immediately afterwards, the market ushered in the afternoon trading session.

I saw that the time had just crossed 1 o'clock, and the mood was further brewing at noon.

As the midday session approaches, the core component stocks and popular concept stocks in the main areas of 'infrastructure' and 'military industry' have rebounded strongly. Within a quarter of an hour of opening in the afternoon, they have received further huge buying orders, resulting in these stocks.

The share price of the stock climbed further as the trading hours progressed.

Around 1:20.

The entire "infrastructure" and "military industry" main line fields, all related core component stocks and popular concept stocks.

All of them recovered from the sharp decline in early trading.

Among them, leading stocks with core concepts such as 'Aerospace Development' have rebounded from almost the limit in early trading, reaching a maximum intraday increase of 2.33%. It depends on the intensity of its fund acceptance and the market conditions.

The trend pattern shows signs of continuing to rise.

However, popular main lines such as ‘infrastructure’ and ‘military industry’ are rebounding across the board.

Industry sectors and concept sector indexes in the main areas such as 'Technology Growth', 'Big Consumption', and 'Big Finance', which once led the market to rise in early trading, have fallen one after another. Their related core component stocks, as well as popular concept stocks, have also gone out.

In addition, the main capital flow in the entire field once again showed a net outflow trend during the day.

This shows that the popular main lines of the market such as "infrastructure" and "military industry" are rebounding in an all-round way.

The main capital groups in the market are further concentrating on these popular main line areas. At the same time, the low main line areas, without being able to form a synergy of funds and arouse the market's sentiment of following the trend, have also entered a trend in which the main capital flow is bleeding again.

Among them, among the core stocks on the low main line.

The check of 'LeTV.com', which once posted a maximum increase of 4% in early trading, now fluctuated step by step and fell into deep water, recording an intraday drop of 3%, and the intraday amplitude reached close to 8%.

The magnitude made the investors of the stock with the highest price in the day curse in their hearts!