The investment era of rebirth

Fang Xinsheng heard Liu Xin's rather puzzled words, smiled, and responded: "It's not that the stronger the sentiment at the opening, the greater the opening range of the index, the greater the hope that the subsequent market will strengthen.

We all know that the market plummeted the day before yesterday.

The main reason is due to the heavy short-term profit-taking and arbitrage selling pressure in the market within this index range, which shows that the upward pressure on the index within this range is heavier than we previously thought.

After the market's adjustment trend in the past two days, a lot of short-term profit taking and unwinding has been digested.

But its substantial pressure still exists.

Especially within the range of 3250 to 3300 points, the market fell rapidly within this range the day before yesterday and did not stop much. In other words, the profit taking, unwinding, and digestion of transactions in this range did not occur before.

How ideal.

Since the profit-taking and arbitrage selling pressure in the Shanghai Composite Index range from 3250 points to 3300 points still exists in substance.

So, if you do not go through a full change of hands, but rely directly on the pre-market bullish sentiment to open higher and break through the main plummeting range where the turnover rate was very low during the previous day's plummeting trend, do you think you can stand firm under the heavy selling pressure?

?

Obviously this is not possible. After all, the long-term capital groups cannot follow up so quickly.

What's more, if the index opens too high, many potential long capital groups who are originally reluctant to take on the pursuit of high prices will hesitate when they do so.

So, before the pressure from above is substantially resolved and digested.

The bullish sentiment brought about by the good news should not be too strong. At the same time, the market should not open too high, which will lead to the inability of subsequent funds to follow the trend.

Once the attack is too fierce, potential long capital groups will follow suit and fail to keep up.

Then, if the sentiment turns from strong to weak, it will hurt the market's entire long confidence, making potential long capital groups even more hesitant to follow the trend."

"Well, Mr. Fang is right." Mou Zhengxing, the product manager of the company's Manniu No. 2 fund, who was sitting next to Fang Xinsheng, thought for a moment and nodded with a smile, "Whether it's the market or the mood, it has to be done step by step.

Otherwise it will always be too much and not enough.”

The market plummeted the day before yesterday because the market's bullish sentiment was overheated.

The two cities' continuous short squeezes resulted in the failure to fully digest the excessive profits and arbitrage accumulated in the short term, thus creating a huge suppression on the upward trend of the index and the development of the main market trend.

This is also true for the intraday market trend.

If the opening mood is overheated and the index opens too high here, then the selling pressure on the market will inevitably increase further, suppressing the market, and at the same time restricting the entry of many potential long funds that are unwilling to pursue highs, which will instead cause the index to

and the huge risk of the market rising and falling.

Today, the market is open like this.

That is to say, the high opening situation is maintained, showing the strong attitude of the bulls.

At the same time, the opening range is not very large, and it does not really touch the area with the heaviest profit taking and arbitrage selling pressure, and does not cause excessive selling pressure from potential short forces. It is obviously helpful for the market to open after the official opening.

Bullish sentiment and potential bullish capital groups are further fermenting and following suit.

This is what Fang Xinsheng said, which is slightly inferior to the expected opening form before the market.

Instead, you can take a closer look at the underlying logic and reasons for the subsequent market trends.

"So that's it!" Liu Xin suddenly realized after listening to the two people's explanations, "I thought that this opening situation was already a manifestation of the market's weakness."

"However, Mr. Fang, today's active capital flow in the market, the core main directions and popular sectors that the majority of investors are focusing on, compared with yesterday, are obviously scattered!" Mou Zhengxing paused for a while, then continued, "If last night,

Supported by the good news, the two main themes of 'infrastructure' and 'military industry', as well as the related 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central and State-owned Enterprises'

, if we cannot form a consistent long-term force with the core main line of 'big finance'...I am afraid that today's market trend will not be optimistic, right?"

Fang Xinsheng nodded slightly and responded: "The problem shouldn't be big. The overall liquidity of the current market is still very abundant. The market turnover of more than 700 billion can support the simultaneous outbreak of several major main lines of market, and several

The interactive rotation of the core main lines is also obviously beneficial to the overall development of the market and the deepening of the 'bull market' pattern.

That is... there are currently two main lines of 'infrastructure' and 'military industry', as well as a number of weights in the main areas of conceptual themes such as 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central and State-owned Enterprises'

Stocks, popular stocks, are still a bit high.

I always feel that there are some issues with the space and time for adjustment.

But now that the 'Yu Hang Group' has made a comeback in this field, and in terms of macro policy news, there are indeed a lot of good news one after another, as well as the overall 'bull market' pattern and 'bull market' expectations of the market, it is indeed true that

It continues to deepen, so...even if there is still a little hesitation in my heart, I can only respect the market."

Hearing this trace of doubt in Fang Xinsheng's mind, Mou Zhengxing looked stern and asked: "Fang always feels that... the two main lines of 'infrastructure' and 'military industry', as well as the 'Eurasian Economic Belt', 'the road to the new era, the Maritime Silk Road'

In the overall general direction of these major concepts and themes, such as 'road' and 'reform and reorganization of central and state-owned enterprises', the adjustment may not be over, or... is there a high probability that it will return to this round of lows in the future?"

"I'm not sure!" Fang Xinsheng sighed softly and continued, "There is no substantial logical support. This is just my feeling. Generally speaking... the main lines of 'infrastructure' and 'military industry' at this time,

As well as the entire 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', 'Reform and Reorganization of Central and State-owned Enterprises', 'Shanghai Free Trade Zone' and other conceptual themes, in terms of certainty, it is still obviously inferior to

It’s along the lines of ‘big finance’.”

This chapter is not finished yet, please click on the next page to continue reading the exciting content! "If that's the case, then why are we analyzing so much?" Liu Xin didn't understand for a moment and said with a smile, "We will continue to hold the 'big financial position' heavily.

'Wouldn’t it be enough to just use the chips from the main line?"

Fang Xinsheng responded: "Analysis still needs to be done. Let's not say that our institution's fund products are single-linked on a core main line of the market. The fund's net value fluctuates too much. In the event of extreme risks, it is not easy to stop losses. Let's just say,'

The two 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", have been the main themes of the market this year.

The core driving force of the market.

If we cannot detect and understand the market trends of these core main lines and the general position of the current trend.

Then, once there is a relatively big change in the market conditions and the core main line switches.

We dare not rashly adjust positions and change investment ideas without clarifying the specific trend positions of other core main lines.

In this way... it will completely lag behind the market and even underperform the broader market index."

"Xinsheng is right." Liu Xin heard this and nodded with a smile. He greatly agreed with Fang Xinsheng's opinion. "Since the funds of the 'Yuhang Department' can switch through the main line market at critical moments,

, to harvest the excess returns of the market, then... I think we can definitely do it."

After saying that, he turned his attention back to the market prices of the two markets displayed on the big screen in the trading room.

I only saw this time.

The market trading time has arrived at 9:30, and the two cities have ushered in the official continuous bidding trading period.

At the moment when the market prices of the two markets just started to jump.

After a short five-minute emotional brewing from 9:25 to 9:30, and many major funds sorting out and analyzing the market during this time period, as soon as the market opened, the two main lines of 'infrastructure' and 'military industry' were related

industry sectors, such as 'Architectural Decoration', 'Building Materials', 'Commercial Real Estate Development', 'Steel', 'Machinery Equipment', 'Public Transportation' and other industry sectors, as well as with the 'Eurasian Economic Belt', 'New

On the Road of the Times, the three core concepts of "Maritime Silk Road" and "Reform and Reorganization of Central and State-owned Enterprises" were strongly related to the concept sectors. All of them were collectively attacked by the main funds buying, and the sector indexes rose rapidly.

At 9:31, yesterday's "Yu Hang Group" funds focused on buying the "China Railway" check, which instantly became the entire "big infrastructure", "Eurasian Economic Belt", "New Era Road, Maritime Silk Road"

The stock prices of several core leaders in the major main areas jumped from a high opening of 1.22% to a high of 3.5%. Within one minute, the stock price rose linearly to an increase of more than 2 points.

And with the straight rise of the check of "China Railway".

Other "big infrastructure" main line core stocks, such as "Huaguo Railway Construction, Huaguo MCC, Huaguo Construction, Xugong Machinery, Sany Heavy Industry, China South Locomotive, China North Locomotive..." and other heavyweights

Stocks also surged higher, showing an extremely strong rebound trend.

Of course, also at this moment.

In these core main areas, a number of leading concept stocks suffered extreme selling and extreme slump the day before.

For example, stocks such as "Beijiang Communications Construction, Pudong Construction, Shanghai Construction Engineering, Shibei High-tech, Huaxin Cement, Bayi Steel..." also rose rapidly one after another.

Almost at the moment the market opened, the market's core main capital group and a large number of short-term capital groups were active.

They are rapidly moving towards the two core main lines of 'infrastructure' and 'military industry', as well as core concepts such as the 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central and State-owned Enterprises', which are directly affected by the good news.

A large number of people gathered in the main theme area, and there was a crazy rush to raise funds.

And at the moment when these core main lines are wildly devouring the active capital groups at the beginning of the market.

obviously……

Yesterday's "Big Finance" main line, which was the core force of the market rebound, especially the securities and Internet financial sectors that had fully reversed the previous day's decline, the buying power at the opening moment was not as strong as yesterday, whether it was sector index or sector

The internal core component stocks, the popular leading stocks with high market attention, at this moment, maintain the high opening range and shock at the opening. There is no rush to pull up quickly, and there is no long buying funds. It is obvious that the short selling is suppressed.

As for the main lines of 'technological growth' and 'big consumption'.

And even other marginal main-line fields such as 'non-ferrous cycle', 'petrochemical industry', 'pharmaceutical business', 'agriculture', 'coal'... etc., which have lower capital attention and investor attention.

Then the strength of the main capital attack at the opening and the strength of active buying orders.

Compared with the main line of 'big finance', it is naturally weaker.

At 9:32, thanks to the active financial groups on and off the market, a large number of funds have invested in 'infrastructure', 'main line of military industry,' and 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', 'reform and reorganization of central and state-owned enterprises' and other core

The field of conceptual themes gathered together, and "Chengfei Integration", which continued to fall by the limit, suddenly ushered in more than 100,000 large orders with main buying funds to buy the bottom.

At 9:33, the check for "Chengfei Integration" suddenly opened the limit under the surging large-scale bargain hunting, and the stock price rose straight up.

At 9:34, the entire concept sector index of 'reform and reorganization of central enterprises and state-owned enterprises' surged past 2%. A number of central enterprises and state-owned enterprises that meet the conditions for 'reform and reorganization' are facing a violent rush for funds from all sources. The market trend is,

It is completely different from the day before yesterday when the market plummeted.

At 9:35, the stock price of Chengfei Integration surged violently, and the intraday decline was reduced to less than 5%.

At 9:36, 'Huaguo China Railway', a core leading stock in the main line of 'big infrastructure' that was newly added to the 'Yuhang Group', rose sharply across the 5% mark during the day, and the turnover within 6 minutes also surged rapidly.

It has increased to 700 million. Compared with yesterday's market trend and the same time period in the previous period, it can be said that the volume has exploded significantly.

At 9:37, the popular stock "China Airlines Heavy Machinery" in the "military industry" sector expanded to about 7% during the day, and it was likely to hit the daily limit.

At 9:38, the check for 'Aerospace Development' also surged to a 5% increase.

At 9:39, the Shanghai Stock Exchange Index rose comprehensively in the main lines of 'military industry', 'infrastructure', as well as the main lines of concepts such as 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central and State-owned Enterprises'

Next, the intraday increase also expanded to a 1% increase.

At the same time, the Shenzhen Stock Exchange Index and the ChiNext Index also followed suit and rose, with an increase of nearly 1%.

And at a time when the early popular main lines of 'military industry' and 'infrastructure' are fully counterattacked.

The market's bullish sentiment and confidence, as well as the main funds' following suit, have continued to increase their positions, and they have also continued to increase, making the major weight lines of 'big finance', 'technological growth' and 'big consumption' also synchronized and rapid.

It has risen, and the volume has increased one after another. If you like The Rebirth of the Investment Era, please bookmark it: (www.sodu777.net) The Rebirth of the Investment Era search novel network has the fastest update speed on the entire Internet.