The investment era of rebirth

"This sudden change in style is really surprising!"

Faced with the sudden change in the market trend, at this moment, in the main hot money group of Yuhang where Su Yu was located, a group of large hot money investors were obviously a little stunned. It seemed that no one had expected the market trend and market wind direction, which suddenly changed from

In the early trading stage, the main line of 'big finance, big infrastructure, military industry, technology growth, and sub-new stocks' has transformed into 'big consumption, non-ferrous metal cycle, petrochemical industry, pharmaceutical business' and other low-level main lines that had been relatively sluggish before.

"But I have to say that this change in market conditions is really smart."

"Indeed, after the market officially opened, I felt that the popular main lines of 'big finance, big infrastructure, military industry, and technological growth' were pulled too hastily, which was a bit tempting to bully. As expected... Today I followed the 'Shanghai-Hong Kong Stock Connect'

'The funds are good for chasing these popular main lines, and in an instant, they are all taking over."

"The popular main lines of 'big finance, big infrastructure, military industry, and technology growth' have rebounded for several days in a row last week. There are already a lot of profit takings that have continued to accumulate. Today's profit taking will continue to improve the timing of landing.

It is easy to understand the rapid rise and escape from high levels."

"It is indeed the expected benefit, but it is not considered a benefit!"

"You can't say that. The main reason is that the benefits of the 'Shanghai-Hong Kong Stock Connect' were fully reflected in the market trend before this benefit came into effect. If it were not for the support of this expected benefit, I estimate that last week, the 'Big Financial

'The main line will not be so strong. Now that the good news has come to fruition, the speculating capital groups that intervened in the past have taken profits and fled, reducing their positions and taking profits. It is indeed understandable."

"All the 'southbound funds' that were pursued today have been taken over."

"If this part of the 'southbound funds' that are aggressively pursuing positions this morning are coming for short-term speculation, they should be regarded as 'takers.' But if they are coming for medium- and long-term shareholding logic, I think

The popular core themes of 'big finance, big infrastructure, and military industry' should not have reached their high point yet. At least the underlying logic of the market's 'bull market' has not been loosened in any way, right?"

"But on the line of 'big finance', short-term adjustments should be inevitable, right?"

"It's hard to say. With these low-level main lines taking over the rotation, it's actually not easy to get out of the short-term sustained money-making effect."

“Even if the ‘Big Finance’ line needs to be adjusted, it should be over soon.”

"I estimate that the adjustment of the 'big finance' line, especially the two popular sectors of securities and Internet finance, will not exceed three days at most."

"But today's board, rotating switching, there should be no doubt about it, right?"

"There is obviously no doubt."

"Low-level mainline sectors such as 'big consumption, non-ferrous metal cycle, petrochemical industry, pharmaceutical business, coal' and other low-level mainline sectors have lagged behind the overall market and have risen too much. It is indeed time for a wave of compensatory growth."

"Yes, even for the individual stocks in these main line sectors and the corresponding concept sectors, there is still a lack of some future expectations and there is no strong logic of fundamental reversal. However, the valuation of the core weight sectors of the entire market has been going up.

Under such circumstances, these sectors and their individual stocks whose valuations are significantly lower than the market average do have a need to make up for the gains."

"However, even if there is a certain demand for supplementary growth in these sectors, they can only be used as market substitutes during the short-term adjustments of several popular main lines, right? There should not be much sustainable market trends."

"I feel that once these sectors complete a round of compensatory gains, the main market trend will definitely return to the field of 'big finance and big consumption'."

"Despite this, it does not affect the current market trend!"

"Let's follow the market trend first. Although the supplementary increase in the low-level main line area is not very sustainable, at least there is still a market trend the next day, right?"

"Why do I feel like this rotation doesn't look like a short-term speculation!"

"I also feel that the main capital groups on the market are adjusting their positions in a purposeful manner. After all, even if the market is rotating towards the lower main line, the ones who actually lead the rise, and the amount of buying funds that can gather the most obvious, are still a group of people.

Weighted blue-chip stocks, as well as leading stocks in various industry sectors!”

"Purposeful position adjustment? It's possible!"

"The market trend of weighted blue-chip stocks and industry leading stocks is much stronger than the trend of small and medium-cap concept stocks related to the same industry. This is enough to show that from the main areas of 'big finance' and 'big infrastructure', high profit taking is achieved

These major financial groups should not come here for short-term speculation, but for the logic of medium and long-term investment."

"In fact, overall, the market trend this year has been that the Shanghai Index has been stronger than the Shenzhen Index, and the GEM Index has always been the trend of the heavyweight blue-chip and industry-leading stocks in the market, which is far stronger than the trend of small and medium-cap growth stocks and concept stocks.

Trend, this shows that the market style and market ecology are already different from last year, or even earlier."

"Judging from the absolute gains of several major market core indexes this year, this style is also very obvious."

"Yes, the Shanghai Stock Exchange Index has risen by about 50% this year, while the ChiNext Index has almost stayed put. The Small and Medium Enterprises Index has recorded a decline of about 3% so far this year, and the annual growth rate is negative."

"After careful calculation, the GEM index and the small and medium-sized index have been adjusted for a year!"

"Hey, I just said that in the market, history always reincarnates, and there is nothing new under the sun... Last year, the GEM index doubled, and this year it is indeed the turn of the heavyweight blue-chip and industry-leading stock prices. This divergent trend, overall,

It’s so obvious!”

"In this case, let's follow the overall market trend and continue to hold weighted blue chips and industry leaders."

"In terms of holding preference, giving priority to blue chips and industry leaders should be the best investment strategy at the moment."

"In the early stage of the 'bull market', the pioneers must be blue chips and industry leaders. This fully shows that the current market is still in the early stage of the 'bull market'."

"No wonder the A50 index is so strong."

"Looking at the trend of the A50 index, I want to open a long order in the A50 index futures."

"If it is determined that it is the overall market trend of weighted blue-chip and industry-leading stocks, then opening a long order in A50 index futures should be more certain than holding the corresponding stocks, and the profit will be more."

"I have to say that the listing of A50 index futures is really just right at this time!"

"It's better to act than to have a heartbeat. I have already opened a long position."

"Indeed, if individual stock prices are uncertain, the index trend should be more certain. As long as the market's liquidity and trading volume continue to increase, the logic and expectations of the 'bull market' will continue to strengthen, regardless of the main line on the market.

Depending on the market situation and how popular sectors rotate, the index always has only one way to rise."

"I also followed a few long orders and decided to go long in the market!"

"I bought some 'Huaguo Petroleum'. Looking at the recent news, 'Huaguo Petrochemical', the first stock in the market to undergo mixed ownership reform, should be resuming trading in the near future. Among the two barrels of oil, 'Huaguo Petrochemical' will undergo mixed ownership reform,"

Huaguo Petroleum certainly cannot escape. This stock with the largest weight in the two cities has been falling for six years since it was listed in 2008. From the current high of 48 yuan to the current stock price of more than 5 yuan

, it’s time to take a walk.”

“‘Huaguo Petroleum’ is not as reliable as ‘Yangtze Electric Power’. Wouldn’t the mixed power reform be more promising?”

"Hey, it's not bad... I think as long as the quasi-weighted blue-chip stocks and industry-leading stocks go in this direction, the market should not be bad."

"Relatively speaking, I still feel that the heavyweight stocks in the 'Securities' sector are more flexible."

"Yes, I stick to my previous view. In other words, since the future expectations of the securities sector have not changed, and the expectations of a 'bull market' are getting stronger, then the short-term adjustment of the stock prices of many core weight stocks in the 'securities' sector will not

Isn’t it a rare and excellent buying spot?”

"Well, reverse thinking is also very important in the stock market."

"Anyway, no matter how the market adjusts and fluctuates in the short term, I will continue to increase my position in the two stocks of Western Securities and Oriental Fortune. I will continue to increase my positions and continue to acquire them. I don't believe in this position. The Shanghai Stock Exchange Index has not reached 3,500 points yet. The securities sector and Internet finance

Is the market for the mainline sector with such a strong sector peaking?"

The news in the group was refreshed rapidly, and many big investors were discussing it intensely.

The market trading time has now passed 11 o'clock in the morning and has entered the last half-hour trading period before the noon closing.

I only saw this moment...

The market patterns of the two cities are more distinct than before.

'Big Finance', 'Big Infrastructure', 'Military Industry', and 'Technology Growth' are the core main areas that performed particularly strongly in early trading, as well as related industry sectors, concept sectors, as well as blue-chip stocks of various weights and popular leading stocks.

It fell back to near the opening position and fell into a sideways fluctuation.

As for the low-level main areas such as 'big consumption', 'non-ferrous cycle', 'petrochemical industry', 'coal', and 'pharmaceutical business' that have come from behind, related industry sectors, concept sectors, as well as blue-chip stocks of various weights and industry leading stocks, are all

It is still continuing to increase its volume.

The market trend in this field continues to strengthen.

Among them, a group of popular stock areas that have received high market attention...

The stock price of 'Flush', the absolute core leading stock in the Internet financial sector, has fluctuated all the way down from the previous daily limit position, falling back to around the current 4% increase position, and the intraday turnover rate has reached about 23%.

The half-day turnover exceeded 2 billion.

Affected by the continuous decline of the stock "Flush".

In the entire Internet financial sector, except for the "Great Wisdom" check, the daily limit is still sealed, and others such as "Oriental Fortune, Hengsheng Electronics, Jinzheng Shares, Yinjie Technology, Shanghai Steel Union, Tianyu Information, Changliang Technology"

...' All the votes fell sharply to near the opening position in early trading.

Second only to the check ‘Flush’, the check ‘Huake Dawn’ is the most popular one.

Currently, the daily limit is still sealed, and its 17-day tyrannical trend, no matter how the market fluctuates, cannot shake its market price at all.

And the entire ‘sub-new stock’ sector.

In addition to the still strong 'Huake Dawn', the check of 'Blue Stone Heavy Equipment', which has a strong correlation with it, can no longer maintain a strong market shape. As the market trading time goes by, it also follows the trend of 'Flush'.

Same, it keeps going lower and almost turns green.

Other popular stocks include 'Western Securities, Hua Investment Capital, Chengfei Integration, China Airlines Heavy Machinery, Fushun Special Steel, Shanghai Sanmao, Huaxin Securities, Shibei High-tech, Beixin Road and Bridge, Huaguo MCC...'

.

Basically, the trend attitude is gradually falling back.

The major financial groups almost gather on these popular stocks.

After seeing a large number of core-weighted stocks in the low-level main line field and industry-leading stocks rising with volume and gradually moving into the top positions of the two cities' gainer lists, they are all taking actions to reduce positions at high levels and adjust positions into the low-level main line area.

And with countless funds operating like this...

On the premise that the overall weight of blue-chip stocks and industry leading stocks in the two cities is maintained, which is stronger than the trend of small and medium-cap growth concept stocks, the "high-low switching" disk pattern is becoming more and more obvious.

Finally, when 11:30 arrived, the two markets ushered in the midday closing time.

The Shanghai Index was set at an increase of 0.96%, the Shenzhen Index and the ChiNext Index rose by 0.42% and 0.29% respectively. Among them, the A50 Index returned to the 2% intraday increase mark, and the Small and Medium Enterprises Index returned to a flat position.

nearby.

Through the midday closing time, the performance patterns of the market's major popular indexes.

It can be seen that the overall trend of the market, although it has changed compared to the beginning of the market, still maintains a trend of large-cap stocks being much stronger than small-cap stocks.

In addition to the index performance, the specific main lines and the performance of each major sector.

Several core main lines, such as 'big finance', 'big infrastructure', 'military industry', and 'technological growth', are also related to the low-level core main lines of 'big consumption, non-ferrous metal cycle, petrochemical industry, coal, pharmaceutical business' and other obvious stagflation before.

The trend formed a relatively sharp contrast.

"The weight is mainly attacking, and the low main line is making up for the increase. The market trend this morning is really interesting."

After the market closed at noon, Fang Xinsheng, the company's asset management business manager and the product manager of the 'Manniu No. 1' fund, squinted his eyes at around 11:35 when the market closed at around 11:35.

Looking at the finalized trading of the two markets, he said with a smile: "In the face of the surge of 'southern' funds that rushed in after the opening of the 'Shanghai-Hong Kong Stock Connect' in the early trading, many active main funds in our A-share market, always

I like to do things that I think are smart, but are actually stupid!"

Mou Zhengxing, who was standing next to Fang Xinsheng, was stunned when he heard what he said, and said in a daze: "Why did Mr. Fang say that? In the early trading, the 'Shanghai-Hong Kong Stock Connect' was good for the landing, and he took the opportunity to harvest the stocks that came in from chasing positions at a high level.

How come the main funds of the 'Southern Group' capital group are so smart?" If you like "Rebirth of the Investment Era", please bookmark it: (www.sodu777.net) "Rebirth of the Investment Era" search and reading novel network has the fastest update speed on the entire Internet.