The investment era of rebirth

"That's true!" Mou Zhengxing nodded slightly after hearing Fang Xinsheng's words. He also knew the internal logic that supports the rise in stock prices. The most important thing is the change of expectations, not the fulfillment of expectations. After thinking for a while, he added, "It's Mr. Fang again."

For the trend of market conditions, we can see more clearly. Since the development direction of the market's core main lines is still inseparable from the main lines of 'big finance', 'big infrastructure', 'military industry' and 'technological growth', then it is

Just maintain your previous trading strategy.”

Fang Xinsheng said with a smile: "Yes, just continue to maintain the trading strategy with 'big finance' as the core position direction. If the expectation of 'the central bank cuts interest rates and lowers reserve requirements', with the development of the market, investor groups inside and outside the market will

If the expected fermentation continues to deepen.

So, the core line of ‘big finance’.

There will definitely be a steady stream of major bull capital groups coming in on a large scale to further push up this core main line of the market.

At the same time, in the face of the main financial groups active in the market, it is further concentrated in the direction of "big finance".

It's predictable...

On the main line of "big finance", the securities sector, which is the strongest, with the highest certainty and flexibility, and the Internet financial sector, will definitely have a more sharp rise in the main market.

Furthermore, there is only more than a month left until the end of the year.

In order to compete for performance rankings and get a good start for next year's new fund raising, both public and private equity funds in the industry will definitely become much more aggressive in their operating style.

In terms of the current market situation and trend pattern.

There is no doubt that the strongest sustainable money-making effect is always distributed in the core main areas of "big finance, big infrastructure, military industry, and technological growth", as well as the "sub-new stocks" branch line.

However, the volume and liquidity of the "sub-new stocks" branch are relatively small.

It is only suitable for large investors and hot money investors to rely on emotional speculation, but it is not suitable for large-scale institutional capital groups to enter and exit.

Therefore, if there are no accidents...the only radical pursuit direction of these major institutional group funds that want to earn excess profits in the market at the end of the year can only be the "big finance, big infrastructure, military industry, and technological growth"

The core main line, especially the most popular and core main line of 'big finance', will not be separated.

In other words, we only need to stay in the main line of 'big finance'.

Especially in the securities and Internet financial sectors, if you have enough positions, you don't have to worry about the stocks you hold. If there is no stronger group of buying funds in the future, and they continue to push up the stock price, you don't have to worry about missing out on the market trends.

Furthermore...it's on the Dragon and Tiger list today.

Except for these not-so-smart institutional groups, we have not seen any signs of heavyweight mainline holding institutions of "big finance" such as the "Yu Hang Group" reducing their positions.

Since companies like the ‘Yu Hang System’ are in the entire main line of ‘big finance’.

The size of its positions is extremely heavy. We initially estimate that its positions in the main direction of "big finance" will allow institutions with a size of no less than 50 billion to sit firmly on Diaoyutai.

Then we don't have to worry.

Just understand where the current market trend is.

For the rest, just wait and see the market conditions and emotional changes, and make corresponding strategic responses at any time. In fact, it is fine. After all, this is a bull market...

The liquidity and emotional response of the entire market are very positive.

In a market trading environment and situation like this, even if the reaction is slow for a moment, the impact will not be great.

in short……

At this time, it is relatively easy for investors to lose their chips, but it is relatively difficult to get them back.

A bear market has a bear market trading mentality, and a bull market has a bull market trading mentality. Since the majority of investors in the market expect that the market has entered a bull market and is transforming into a comprehensive bull market, then our specific trading strategies and thinking are also

You have to follow the changes."

"Okay, I understand!" After hearing Fang Xinsheng's words, Mou Zhengxing nodded again. The worried thoughts and thoughts before had disappeared. He continued with a smile, "This is my understanding of the market.

It’s not enough, and we haven’t seen clearly what the fundamental logic and expected logic really support the core line of ‘big finance’.”

Fang Xinsheng responded: "I don't blame you. In fact, what you just thought is exactly the way most investors in the market perceive the market.

Otherwise, the so-called ‘high-low switching’ trend would not have occurred in the market today.

Stocks in the low main line area will not break out of this short-term rise and fall.

It’s just that the cognition and ideas are not that comprehensive.

What's more, after the investment sentiment and investment confidence of the entire market increased, the new capital groups pouring into the market were really beyond everyone's expectations. The liquidity was too high, so that the core "big finance" main line had no time to adjust.

, it was forcibly pushed up by the new incremental funds.

At the same time, the continued surge in the balance of financing and financing is also rapidly boosting market expectations for the securities sector.

These expectations are intertwined.

The expectations of the securities sector are already in a state of rapid advancement, so it is naturally difficult to have symbolic sector adjustments and relatively cheap chip buying opportunities.

Moreover, I believe that with the securities sector, there will be further short squeeze trends in the future.

The consistency of this morphological pattern will become more and more intense."

Mou Zhengxing thought about Fang Xinsheng's analysis and optimistic expectations for a moment, and he still agreed with it.

And with the two people's in-depth analysis of the dragon and tiger lists in the two cities.

Almost at the same time, Yanjing, Modu, Yuhang, Shenzhen City, Jinling... the place where all major institutional groups across the country gathered, within a number of institutions.

Many well-known fund managers and asset management business managers.

This chapter is not over yet, please click on the next page to continue reading! After carefully reviewing the market's intraday trends and the data on the dragon and tiger rankings of the two cities.

They also put forward a similar point of view as Fang Xinsheng said, believing that 'big finance', the most popular core market trend in the market, has not come to an end.

At the same time, it is also believed that after the launch of Shanghai-Hong Kong Stock Connect.

As the market's bullish trend further ferments, the influx of "southern" capital groups will most likely increase their positions on a large scale in the future.

It is in this way that everyone's cognitive bias is corrected.

Expectations for the development of the market's main market conditions have returned to the core market lines of "big finance, big infrastructure, military industry, and technological growth".

In the evening, the good news about the "New Era Road, Maritime Silk Road" continued to be released to the market.

At the same time, although the central bank and financial institution regulators have not disclosed any news to the market, some expected rumors that the central bank will cut interest rates and reserve requirement ratios in December are gradually spreading throughout the domestic financial market.

It attracted the attention of many investors.

Also, after experiencing Friday’s correction.

The external market trend in the evening also swept away the gloom of Friday night and returned to a trend of opening higher and moving higher.

Moreover, as several major heavyweight technology stocks in the U.S. stock market continued to rise and even set new all-time highs repeatedly, the Nasdaq Composite Index broke through the previous high in one fell swoop, and is only a short distance away from its all-time high.

.

And spurred by the surge in U.S. stocks in the evening.

The next day, Tuesday, November 18th.

The market hasn't opened yet, but the bullish sentiment before the opening is already intense.

All of a sudden, even those investors who had been trapped in the hot stocks in the main line area at the low level yesterday had expectations and excitement in their eyes, thinking that today's market would definitely open higher and they would be able to solve the problem.

Sell ​​yesterday's chips, and then switch the position back to popular main areas such as 'big finance, big infrastructure, military industry, and technology growth' where the upward trend is more clear and the main capital groups are more involved.

"The market opened high today, so there should be no suspense, right?"

At around 9:10, in the main fund trading room of Zexi Investment Company in Shanghai, Zhou Kan took a sip of water, stared at the two markets that were still suspended with a smile, and said: "And there is a high probability that the core of the market is

The focus will also be on the two core themes of 'big finance and big infrastructure'."

Xu Xiang, who was sitting next to Zhou Kan, heard what he said, smiled slightly, and replied: "According to the development of bullish sentiment before the market, as well as the market trend of the external market last night, there are also various rumors circulating and fermenting in the market.

In terms of news factors, there should be no suspense if the index opens high.

As for what the specific market performance will be like, we can't say for sure.

Although these core main lines of "big finance, big infrastructure, military industry, and technological growth" are the first-tier main line fields in the entire market, the main financial groups are the most involved, the trading volume in the two cities is the most intense, and the liquidity is the highest.

However, these major main lines have continued to rise after more than half a month of continuous short squeeze.

The accumulated profits and settlements are also very huge.

In other words, the strength of the long-short divergence between its related core stocks, leading stocks, and heavyweight stocks in this position range is not small.

How to proceed cannot be simply generalized.

It still depends on the concerted efforts of a large number of active financial groups in the market in these directions."

"But after all, we shouldn't be pessimistic, right?" Zhou Kan chuckled, "I believe that yesterday was an attempt to take on low-level main lines such as 'big consumption, non-ferrous metal cycle, petrochemical industry, coal, pharmaceutical business...' and other low-level main lines, trying to create a main line market.

For capital groups that rotate and enter the "high-low switching" cycle, after failing to guide the market, the market will definitely not develop in the direction of yesterday.

Furthermore, there is no main line area that makes money.

The money-making effect of the entire market continues to be concentrated, and the index continues to break through.

The active financial groups gathered in these areas will definitely flee further.

In the current market, where large-scale financial groups have entered the market intensively, and there are so many chips for these financial groups to grab, aren’t there only the two core main lines of ‘big finance and big infrastructure’ left?

As for the "big infrastructure" line, although it is supported by the strong logic and favorable conditions of "the road to the new era, the Maritime Silk Road".

But after all, it has been rising continuously for more than half a year. The relative valuation and investment performance-to-price ratio are still weaker than those of core stocks, heavyweight stocks, and leading stocks in the main line areas of 'big finance' such as banks, insurance, securities, and Internet finance sectors.

In this way...the final gathering of funds from various sources to undertake the selection is very obvious."

While the two were talking...

9:15 has arrived, and the two cities have entered the initial collective bidding time.

I saw that the stagnant market began to beat rapidly when the time crossed 9:15, and then showed a generally high opening situation.

Based on the displayed results of the two markets.

There are more than 2,000 stocks in the two cities. Driven by the relatively high bullish sentiment on the market, a total of more than 1,500 stocks have opened red and opened higher.

And the stocks that opened higher in the red market are mainly distributed in the main areas of "big finance, big infrastructure, military industry, and technology growth".

For example, in the low-margin main line areas such as 'big consumption, non-ferrous metal cycle, petrochemical industry, coal, pharmaceutical business...' that showed a trend of rising and falling yesterday, only a small number of stocks have achieved a red opening and a higher opening, and the rest...especially yesterday's trading

Related component stocks and concept stocks that have risen sharply for a while.

At this moment, everyone is in a slightly lower opening trend.

Moreover, judging from the real-time market performance of the corresponding stocks, the initial active selling volume on the market was not small, completely suppressing the active buying power on the market.

According to this form.

Most of these stocks will continue to fall during the subsequent call auction time.

As for showing a strong situation, most component stocks have opened higher in the main areas of 'big finance, big infrastructure, military industry, and technology growth'.

At this moment, it can be clearly seen...

The securities and Internet financial sectors in the main areas of "big finance" are still leading the gains in the two cities.

Especially for popular stocks such as 'Flush, Great Wisdom, Hengsheng Electronics, Oriental Fortune, Huai Capital, Western Securities, Pacific Securities...', the initial opening range of these stocks is not less than 2%, and 'Great Wisdom'

This check was opened directly at the daily limit, showing a one-line limit-open-high pattern.

Behind the main line of ‘big finance’.

Stimulated by the good news about the "New Era Road, Maritime Silk Road" last night, the two core main lines of "big infrastructure" and "military industry".

Related industry sectors and concept sectors initially opened higher.

Although it is not as good as the main line of 'Big Finance', it has basically achieved all high opening patterns, among which, such as 'Huaguo Construction, Huaguo MCC, Huaguo Railway Construction, Huaguo Communications Construction, Huaguo China Construction...' are also the same

It opened strongly higher with an increase of more than 1%, and the active buying on the market in real time was very strong. If you like The Investment Era of Rebirth, please bookmark: (www.sodu777.net) The Rebirth of Investment Era search novel website update speed

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