The investment era of rebirth

"Oh, such a good external market trend has not stimulated the domestic market at all. I am really convinced!"

After seeing the fixed opening situation of the two markets, during the short trading suspension period between 9:25 and 9:30, a group of retail investors gathered in the discussion area of ​​the trading platform lamented that it was not as good as expected.

"It seems that yesterday's market trend still has a great impact. Main line areas such as 'infrastructure' and 'military industry' have been hyped up in the early stage, and the main funds have declined sharply. In recent days, they have continued to rise sharply, but they have not been able to form substantial

The main lines of breakthrough trends such as 'technological growth', 'big consumption', and 'non-ferrous cycle' have indeed entered a short-term correction trend again, and it is difficult to continue to open up room for upwards."

"Based on the market shape at this opening, only the main line of 'big finance' can be seen."

"Sure enough, it is still 'the strong will always be strong'. The line of 'big finance' is really ridiculously strong, especially the core stocks in the securities sector and the Internet finance sector. They really refuse to adjust at all. They are either making new highs or are already at the top."

It is on the way to a new high, and I don’t know why the main funds are so keen on following the trend of these two major sectors.”

"Isn't the logic different? The logic of the main line of 'Big Finance' is the logical expectation of a 'bull market'. Now... everyone has basically agreed that this is a bull market. 'Big Finance' is the pioneer sector of the bull market, and its early valuations are very low."

It’s extremely low. There is already a demand to make up for the increase, so how can it not be stronger?”

"In terms of expectations, the expectations for the main lines of 'technological growth', 'infrastructure' and 'military industry' are not weak either!"

"The future expectations of the two main lines of 'infrastructure' and 'military industry' are indeed still very strong, but their current valuation levels and the height of their stock prices are already more than 40% higher than that of 'big finance'

There is space, and these two main lines have risen too much in the past few months. Even if the expectations are strong, it is bound to make drastic adjustments, readjust the internal chip structure, and regroup the main funds and popularity, in order to finally get out of the market.

As for the line of ‘technological growth’.

I think many major funds in the current market still have some doubts about the logic of this core line, right?

After all, the core stocks within this major main line, even if the stock prices have been adjusted for almost half a year, are actually not low in valuation. For core stocks such as 'LeTV, Internet Speed ​​Technology, Huayi Brothers', etc., the dynamic PE is still still high.

At more than 100 times, with such a valuation, even if the performance growth rate is very high, when the core investment focus of the market is focused on the main line of 'big finance', and when the attack directions of the main funds in the market are somewhat differentiated.

It is still difficult to have large upside expectations and sustained market performance expectations!

Unless in the follow-up, such as the current third quarter and fourth quarter, the performance growth rate of the corresponding core stocks can exceed expectations, then the investment logic of the 'tech growth' line and the logic of future expectations will be affected by both on and off the market.

The re-evaluation of the main funds of all parties has led to opportunities for correction of expected logic and valuation.

Therefore, according to the expected logic and valuation level, I think that the line of "technological growth" has not yet reached a more suitable investment opportunity.

The current line of ‘technological growth’ feels more like this.

It is still due to the growth of market liquidity and the continuous adjustment in the early stage, which has the oversold rebound logic and follows the logic of rebound rather than the logic of reversal."

"It should not be the case. From the K-line technical analysis, although the 'technological growth' line is not as good as the main line of 'big finance', especially the trends of the securities sector and the Internet financial sector, as well as the obvious trend of reversal, it is still

There are signs of a reversal.”

"Isn't the 'Internet Finance' sector also a branch of the main theme of 'Technological Growth'?"

"It can't be calculated like this. The market trend of the 'Internet Finance' sector is more... still following the core logic of 'big finance', and the correlation with the market trend of the main line of 'technological growth' is not strong. The two

But... we still can’t generalize.”

"I think that the performance turning point is not equal to the stock price turning point. There are definitely investment opportunities in the main line of 'technological growth'."

"To be precise, the performance turning point lags behind the stock price turning point."

"At least after Mr. Jia comes back, the market outlook for the 'LeTV' check should not be worse than before, right?"

"It won't be worse than before, but LeTV's continuous surge and rebound for many days will also close this expected gap? If the stock price of this check wants to rise in the future, it still has to be based on its

A reversal of fundamentals is coming.”

"Sigh... Generally speaking, there are still many uncertain factors in the line of 'technological growth'."

"Looking horizontally and vertically, there should be no other main line in the market that has a clearer and stronger investment logic than the 'Big Finance' line."

“So, do we place orders, follow the trend, or chase the main line stocks of ‘Big Financial’?”

"To be precise, it is chasing the core stocks of the securities sector and the Internet financial sector."

"But the location is really not low!"

"In this world, good things are not cheap. After all, everyone has sharp eyes. The opportunities you can see can also be seen by others. The main line of 'big finance' is so strong and sustainable. I

On the contrary, I feel that pursuing stocks on the 'big financial' line is far safer than pursuing stocks on other main lines."

"From the logic that the strong always become stronger, this is indeed the truth."

"In a bull market, we must focus on the momentum. There is no problem at all in pursuing core stocks in the securities sector and the Internet financial sector."

"Furthermore, it is foreseeable that in the second half of this year, especially in the third and fourth quarters, the performance of securities stocks, as well as many core stocks in the Internet financial sector, is bound to skyrocket, right? So these two popular sectors are actually going to

It’s not just emotional hype, it also contains the core logic of real changes in fundamentals and changes in performance expectations.”

This chapter is not finished yet, please click on the next page to continue reading the exciting content! "This is natural, otherwise the main financial groups from all walks of life would be so crazy and continue to rush for high positions regardless of cost?"

"Continue to follow the stocks that were disclosed in the Dragon and Tiger List data yesterday. The main funds of institutions increased their positions on a large scale and rushed to raise funds. I feel that this direction is the safest direction for the market."

“Isn’t there a saying that the more divergent the market conditions are, the more funds will be concentrated on the core line?”

"In fact, judging from the market's historical trend performance, this is indeed the case."

"Then what else is there to say? Continue to pursue securities, just the core stocks of the Internet financial sector. As long as these core stocks have not shown obvious signs of peaking, the main funds holding positions within them have not yet carried out large-scale concentrated sales.

If it goes out, you can continue to follow the trend and make orders."

"Yes, what's more, the entire securities sector, the Internet financial sector, and Mr. Su's 'Yu Hang Department' are currently supported by the main funds."

“However, we still have to prevent the main line of ‘big finance’ from following in the footsteps of main lines such as ‘infrastructure’ and ‘military industry’!”

"The main lines such as 'Infrastructure' and 'Military Industry' have been rising for a consecutive quarter. Oh, no, it should be said that the main line of 'Big Infrastructure' has been rising sharply since the beginning of April in the first half of the year. If we consider the 'Big Infrastructure'

If the market development of the main line of finance is compared with the market development of these two main lines, it is obvious that the market development of the main line of 'big finance' has only just begun at present, and there is still a lot of room for subsequent market development."

"Yes, it is not required that the market development of the main line of 'big finance' reach the previous market height and duration of the development of the main line of 'big infrastructure' and 'military industry'. There is room for at least doubling of the index, right? Right now it has risen the most

The ferocious securities sector and Internet financial sector indexes have surged rapidly for more than a week, but they have only gained about 30% of the space from the bottom, and it is still far from doubling."

"Since ancient times, people who are afraid of heights have suffered. The more they dare not chase, the more they rise, and the more they feel cheap, the more they fall. Eliminating the weak and retaining the strong, concentrating on holding leading stocks, is the true meaning of stock trading, no matter what you think about it.

With the current market trend and the 'big financial' line, I am planning to continue chasing positions after the market opens."

"I will continue to follow the warehouse..."

"I have long wanted to buy the two stocks of 'Western Securities' and 'Flush', but I haven't freed up my early positions. Yesterday I finally got rid of the weak stocks that I had been deeply involved in before. I will definitely follow up today."

"Mr. Su's 'Yuhang Department' funds have just entered the main line of 'Big Finance', and I continue to pursue positions. I don't believe that in this position, they can trap me to death?"

Amidst the heated discussion among everyone...

The brief 5-minute suspension time is fleeting.

When everyone's eyes turned back to the stocks they were paying attention to, and focused on the core indexes of the two cities, the time had already moved to 9:30, and the two cities ushered in the official continuous bidding trading period.

I saw that the market prices of the two markets had just begun to jump rapidly.

The securities sector that has attracted much attention and focused the attention of countless investors, the Internet financial sector, continues to open significantly higher, rapidly increasing volume, and making rapid progress.

Among them, there are a number of popular core stocks within the two major sectors.

On the market of 'Western Securities', there were large orders of more than 1,000 lots traded. Within one minute, its stock price suddenly rose to more than 3%; and 'Flush', a leading stock with a core concept, its stock price even more

Within one minute, the explosive volume reached the 8% increase mark, showing signs of continuing to hit the daily limit.

at the same time.

The two main lines are ‘infrastructure’ and ‘military industry’.

As well as a number of industry sectors and conceptual sectors that were oscillating around core conceptual themes such as the 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', 'Reform and Reorganization of Central and State-owned Enterprises', the concept sector fell rapidly, and was accumulated internally.

The main force continued to sell concentratedly.

Among them, it is also a core concept leading stock that has attracted a lot of attention in the two cities.

The "Blue Stone Reload" check, which once hit a maximum of 25 consecutive boards, slashed the intraday drop to about 5% within one minute.

Of course, it was affected by the check of ‘Blue Stone Reinstallation’.

Stocks such as ‘Fushun Special Steel’, ‘Aviation Development’, ‘Hongdu Aviation’, ‘Shanghai Construction Engineering’, ‘Beijiang Communications Construction’… also plummeted one after another, and the market decline expanded instantly.

And also at the same time.

The main line of 'technological growth', 'Internet software', 'Internet applications', 'smartphone industry chain' and other branch concepts have also declined. However, the core concept of the 'film and television media' sector has maintained its position at this moment.

The trend of flat market fluctuations, whether it is 'LeTV, Huayi Brothers, Enlight Media, Huace Film and Television, Yanjing Culture...' and other stocks, despite the fierce trading on the market, the long and short forces can still maintain a balance.

As for the main areas such as 'big consumption', 'non-ferrous cycle', 'pharmaceutical business', 'petrochemical industry'...

At this moment, although there is a downward adjustment trend, the volume and energy have not expanded, but there are signs of shrinkage.

At 9:32, it only takes 2 minutes to open.

The check "Flush", after a short period of consolidation, was suddenly pushed up to the daily limit by successive large orders of 10,000 lots.

And as the stock 'Flush' rushed towards the daily limit.

A number of stocks that are also in the Internet financial sector, such as Hengsheng Electronics, Oriental Fortune, Jinzheng Shares, Yinjie Technology, Shanghai Steel Union, Changliang Technology..., also followed suit.

And the securities sector, bank, insurance sector, a number of core component stocks.

They were also affected at the same time, and they all followed suit.

At 9:33, only 3 minutes after the opening, Flush closed the daily limit. Within ten seconds, the number of orders reached more than 200,000, and the trading volume was strong, but there were obvious signs of shrinkage.

With the 'flush' check, the daily limit was sealed.

The entire main line of "big finance", whether it is the Internet finance sector, or the securities, banking, and insurance sectors.

The frequency of changes in the corresponding component stocks is even more frequent.

Among them, the stock price of "Western Securities" rose linearly, further expanding the market increase to more than 5%, refreshing yesterday's intraday height and the year's new high position, launching a charge towards the all-time high.

At 9:35, while the main line of 'Big Finance' was frantically further siphoning off active and major capital groups in the market, 'Bluestone Heavy Equipment', the core concept leading stock, further fell and adjusted, with its stock price falling from 5

% decline, jumping towards the lower limit position.

At the same time, there are two core 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', a number of conceptual themes have also been greatly affected, and the stock prices of corresponding core component stocks have fallen further.

At 9:40, the Shanghai Stock Exchange Index was violently attacking the main line of "Big Finance". Under the high pressure, it passively rose to an increase of more than 0.5%. However, the Shenzhen Stock Exchange Index and the ChiNext Index gradually fell back and fell.

into the water.

At this moment, the market prices of the two cities once again presented a clearly layered market pattern.

That is, the main line of 'Big Finance' is still strong and continues to lead the gains of the two markets; the main line of 'Technology Growth' is behind it, continuing to diverge and fluctuate, with extremely intense long and short interweaving; 'Big Consumption', 'Nonferrous Cycle', and 'Petrochemicals',

The main lines such as 'Pharmaceutical and Commercial' shrank and fluctuated, trading near the flat position; the main lines of 'Infrastructure' and 'Military Industry' continued to show a concentrated selling trend with the main funds continuing to ebb on a large scale, and the corresponding core stocks accelerated their declines, and the weak

The shape remains the same, and continues to lead the decline in the industry sector and concept sector of the two cities.

Faced with a strong sense of hierarchy, clear strength and weakness of the main line, and a clear market trend pattern.

At 9:45, at this moment, Yanjing, Magic City, Shenzhen City, Jinling, Yuhang... and other important core cities in the country, a group of major institutional investor groups that are currently gathering in other non-'big financial' main lines,

As well as large hot money groups, they have also begun to further follow the trading rules of 'eliminating the weak and retaining the strong, and the strong will remain strong'. They have sold off the weak main line chips in a large scale and fully focused on the main line of 'big finance', especially the securities sector and Internet finance.

On the core stocks of the sector, we are pursuing high prices and rushing to raise funds regardless of cost. If you like Rebirth of the Investment Era, please bookmark: (www.sodu777.net) Rebirth of the Investment Era. The update speed of Sodu Novel Network is the fastest on the entire Internet.