The investment era of rebirth

"I also agree with Manager Zhao's suggestion." After Zhang Guobing finished expressing his thoughts, Liu Yuan also said actively, "'Eliminate the weak and retain the strong' within the main line sector, while keeping the weight of each major main line position unchanged.

, it should not be considered a violation of the overall strategic investment policy that Master formulated for all of us before he left."

"Actually, with the bull market pattern of the market, the certainty is getting higher and higher, as the logic of the core line of 'big finance' becomes clearer, and as the market liquidity becomes more and more abundant..." Zhu Tianyang mused

For a moment, he also said, "As the market trading time goes by, the gap between the market trends of strong popular stocks and marginal relatively weak stocks will only become wider and wider. We will further concentrate our positions and continue to 'eliminate the weak and retain the strong'."

', it also conforms to the development and changes of the market conditions, so there should be no problems."

"Yes." Wang Can nodded and said, "For example, the current market trends of the three stocks of 'Flush, Great Wisdom, and Oriental Fortune', which are also core components of the 'Internet Finance' sector, are different from other stocks.

The gap in market trends has obviously widened.

There is also the securities sector.

The difference in growth rate between popular heavyweight stocks such as 'Western Securities, Hua Investment Capital, Huaxin Securities' and relatively weak securities stocks such as 'Founder Securities, Northeast Securities, and Harbin Securities' is almost more than 50%.

Analyze the market trends of different core stocks with the same main line.

Under the premise that the investment logic of the main market has not changed significantly, and the relevant logic continues to strengthen, further concentration of positions will obviously be more conducive to us capturing excess market profits."

Li Meng listened to everyone's opinions, then looked around at everyone, and said with a smile: "Since everyone agrees, then under the basic condition that the overall position weight of the major main lines remains unchanged, the response to the recent continued underperformance of the market index will be

Constituent stocks, further reduce positions and take profits, and then further concentrate the reduced positions on heavyweight stocks that have good main trend trends, good expectations, and continue to outperform the market."

Everyone nodded under Li Meng's instructions.

Then, the main fund product trading managers and the trading team leaders quickly communicated the relevant trading instructions to the traders in the trading room according to Li Meng's trading strategy.

And when the relevant trading order is issued.

At this time, the market trading time has already entered 9:20.

After an initial call auction that lasted for five minutes, at 9:20, the entire market entered the real call auction phase where orders cannot be canceled.

After countless false pending orders, orders were canceled on a large scale within one minute from 9:19 to 9:20.

The real market situation finally emerged.

It is obviously much better than the market situation presented at 9:16.

On the whole, among the more than 2,000 stocks in the two cities, there are still more than 1,800 stocks, maintaining a red market status, and the three core main lines of 'big finance', 'big infrastructure' and 'military industry' are related to the industry sectors and concepts.

Sectors also still led the rise in the industry sectors and concept sectors of the two cities.

It's just that the index gains of related industry sectors and concept sectors have expanded compared to 9:16.

That is to say, after a large number of false pending orders were withdrawn, the bullish power shown in the market, compared to 9:16, not only did not weaken, but actually strengthened.

This also illustrates the large number of false orders and cancellations.

The main force for canceling orders is still mostly selling orders, while buying orders are relatively less cancelled.

Of course, this also shows that most of the investors holding positions in the market at this moment are relatively reluctant to raise and sell the chips in their hands.

"Hey...compared with the performance of the two cities before 9:20, not only did it not weaken, but it actually strengthened. This is really surprising." At 9:21, in the Magic City, inside Zexi Investment Company, the main fund transactions

In the room, Zhou Kan, who had been observing the changes in the market prices of the two markets, had a slight flash of surprise in his eyes. He subconsciously turned his head and glanced at Xu Xiang, who was aside, and continued, "The entire market seems to be a little reluctant to raise funds. Many popular stocks

The stock price is rising steadily, but there is no obvious increase in the volume of energy on the market.”

Xu Xiang squinted his eyes and took a closer look at the changes in the market, and responded: "Under the stimulation of multiple positive factors, the market's long expectations are basically consistent. Under such expectations, it is certain that there will be some reluctance to raise funds on the market."

Yes, but after the market officially opens, the funds that should be sold will still be sold, and... looking at the call auction trend of the market, I am afraid that the opening of the market will be the emotional peak of the day."

"What the boss means is... if this call auction pattern continues and the market opens significantly higher, which will directly reflect all the market expectations in one go, there is a high probability that after the official opening of trading, the market trend will not be sustainable?"

Zhou Kan thought about it for a moment and understood the meaning of Xu Xiang's words, "Boss, do you think the market has opened too much higher? After overdrafts are expected to be positive, it will most likely open higher and then move lower?"

Xu Xiang smiled and said: "It's hard to say. It depends on the holding power of the long capital groups in the market. It may not necessarily open higher and go lower. It's just that the Shanghai Index is relatively sensitive at this position, and it has exceeded 3,500 points.

The position was still attacked a little too hastily. There were a large number of short- and medium-term profit orders and recent unwinding orders, as well as historical hold-up orders that floated out... These floating chips were not fully cleaned by changing hands.

There are these floating chips that act as distractions and resistance to the momentum in the market.

The Shanghai Stock Exchange wants to continue to make room for its rapid upward movement. Even with the help of the continuously enlarging incremental capital group, the pressure is still very high.

This chapter is not finished yet, please click on the next page to continue reading the exciting content! Of course, if short-term factors are excluded.

The market is still in good shape in terms of mid- to long-term trends.

And we can be sure that the 3,500 point level is definitely not the end of the market’s bull run.”

"Yeah!" Zhou Kan nodded and said with a genuine smile, "In the past half month, the indexes, especially the Shanghai Stock Index, have indeed attacked too quickly. However, the market's volume can explode quickly, as well as the changes in market investment confidence and investment sentiment.

The speed is faster, so the bullish power that supports the market's continued breakthroughs should be relatively solid, and the Shanghai Stock Exchange Index will most likely be able to quickly reach new market highs under the stimulation of these bullish powers."

"I hope so!" Xu Xiang nodded slightly.

"That's it..." Zhou Kan paused, and then said, "There is something wrong with the call auction trend of the 'Huake Shuguang' check. It is estimated that it will drag down the hype in the entire 'sub-new stock' line and drag down the entire market.

Be consistent in long sentiment and expectations!”

Xu Xiang took a look at the collective bidding trend of 'Huake Dawn' and responded: "Today's collective bidding trend of this check is indeed slightly lower than expected. The market shape is so good, this check actually opened at a low price, and directly hit a new high

It has reached a new low since the market opened.

However, as long as the check of "Blue Stone Reload" on the line of "sub-new stocks" can be stable.

There won’t be much of a problem with the ‘sub-new stocks’ line.

The "sub-new stocks" line mainly represents the short-term speculation sentiment in the two cities.

There is no problem with the "sub-new stocks" line, so the market's short-term speculation sentiment will not be a big problem, and naturally it will not indirectly affect the market trends of several core main lines.

But still a word...

When the market is under pressure of 3,500 points and has no real solution.

The short-term bullish sentiment in the market is too high, which will obviously cause the potential floating chip selling orders at 3500 points to flee intensively. In other words, although today's market looks good and everyone's expectations are high, the rising market pressure is still obvious.

It's heavier than yesterday.

If today's market cannot further increase its energy, the trading volume of the two cities will not be able to achieve further breakthroughs.

Then, it will be a high probability that it will rise and fall back.

Of course, as the core main lines that support the market, there are several core main lines: "big finance", "big infrastructure" and "military industry".

Its market trend, under this situation and situation.

It is very likely that the active capital groups in the market will be further siphoned off. That is to say, if the market rises and falls, or opens high and moves low, the trend of the market's strong popular main lines and weak concept main lines will have a high probability.

It will appear very differentiated.

The market trend of ‘the strong will always be strong and the weak will always be weak’ may also become more obvious.”

Zhou Kan heard Xu Xiang's analysis, nodded slightly, and said: "I feel that the core main lines of 'big finance', 'big infrastructure', and 'military industry' continue to short-sell and rise, which is a bit of a squeeze on other parts of the market."

The capital group continues to take orders, and the short-term main trend is to reach the top."

"Why do you say that?" Xu Xiang smiled, but did not refute.

Zhou Kan pondered for a moment and responded: "Because the expectations of these core main lines are a bit too consistent. In the market, there are too many financial groups who are optimistic about these main lines. At the same time, here

Several major main lines continue to be short squeezed and rising.

The number of profits it has accumulated has almost reached a sky-high level.

Also, the 'big financial' line, the upward trend line of many core sector indexes, is really too steep. This kind of technical form is generally difficult to retrace for a long time based on historical trends."

"Yes!" Xu Xiang nodded and said, "The two lines of 'big infrastructure' and 'military industry' have actually been trading sideways at a high level for a long time, continuing to digest the profit chips accumulated in the past half year.

As for the 'Big Finance' line, after nearly a month of sharp rises, when this wave of concentrated benefits is released, there is a high probability that it will be an opportunity to take profits in the short and medium term.

However, trend development is inertial.

As long as the "big finance" line has not yet exploded into extremely obvious huge transaction volumes, and has continued to do so.

This means that the chips in this major main line area have not been completely loosened yet. We can continue to wait and continue to hold positions and wait and see for a while.

An extremely steep upward trend like this.

Even if the short- to medium-term trend reaches a peak, its disk shape will be very obvious and provide ample time and opportunity to take profits.

Therefore, we don’t need to be too anxious or worried at the moment.”

After saying that, Xu Xiang returned his gaze to the two markets again.

At this time, the trading hours of the two cities have already reached 9:25, and the entire call auction time has completely ended. The fierce trading and rapid changes in the two markets have once again stagnated at this time.

Come down.

And according to the two markets that have stagnated again.

You can see the continuous collective bidding for a total of ten minutes.

The Shanghai Stock Exchange Index opened higher at a gain of 0.89%, leaping past the annual new high set yesterday, and once again leaving a narrow upward jump gap, while the Shenzhen Stock Exchange Index and the ChiNext Index opened higher respectively.

0.63% and 0.48%, among which, the small and medium-sized index opened higher by 0.42%, and the A50 index opened significantly higher by 1.12%.

According to the high opening trend of several major core indexes in the market, as well as the specific growth pattern.

It is possible to clearly perceive the market preference, and the specific scope of the money-making effect is still biased towards the direction of the weight of the main board and the direction of the A50 index constituent stocks.

In addition to the high opening patterns of several core market indexes...

The core main lines of the two cities and one public, the popular industry sectors of one public, and the performance of the concept sector.

The main line of 'big finance' still leads the market in all aspects. Among them, the securities sector index opened 1.23% higher, leading the gains in the two cities and a number of industry sectors; the Internet finance sector index opened sharply higher by 1.52%, also leading the gains in the two cities.

As for the city's concept sector index, the two major weighted sectors of banking and insurance also opened higher at 0.89% and 0.95%, significantly outperforming the higher opening of the Shanghai Composite Index.

The main line area of ​​‘big infrastructure’.

The industry sector indexes of 'building decoration, building materials, commercial real estate development, machinery and equipment, public transportation, and non-public transportation' that are strongly related to it all opened higher with an increase of 0.7% to 1%, or slightly higher.

It is worse than the Shanghai Composite Index, or slightly stronger than the Shanghai Composite Index. Overall, it is still at the forefront of the two cities' gains and is a relatively strong industry sector.

As for the concept-themed sectors related to it, such as 'real estate development, cement, high-speed rail', several major concept-themed sector indexes have opened higher with an increase of more than 1%, ranking at the top of the conceptual sector growth lists in the two cities.

The main line field of ‘military industry’.

Whether it is the 'national defense industry' industry sector, or 'domestic large aircraft', 'nuclear power', 'Beidou navigation', 'military-civilian integration', 'military asset reform and reorganization', 'military asset securitization'... and many other related concepts

For the theme sector, its high opening gains were all above 1%, outperforming the broader market index across the board.

In addition to these three core main lines, there is also the branch line of "sub-new stocks".

It is still strong.

The growth rate of its concept sector index opened sharply higher at 1.13%, second only to the growth rate of the Internet Finance sector index, ranking second in the growth lists of conceptual theme sectors in the two cities.

On the contrary, it corresponds to the main market lines of "big finance", "big infrastructure", "military industry" and "sub-new stocks".

The main market lines of 'big consumption', 'mobile Internet', and 'smartphone industry chain', which were in a weak adjustment yesterday, have been fluctuating at the bottom. So far, they have not experienced a wave of smooth gains and got rid of the bear market situation.

There are many low-level main lines such as 'non-ferrous cycle', 'petrochemical industry', and 'coal'.

Today's opening performance is still significantly weaker than the performance of the broader market index.

In other words, based on the opening situation of the two cities, it can be seen that the market is still in a market pattern of "the strong will always be strong", and the active capital groups are obviously further moving towards the "big financial" with strong money-making effect.

', 'Big Infrastructure', 'Military Industry', 'Secondary New Stocks' and other signs of the convergence of main lines. If you like "Rebirth of the Investment Era", please bookmark: (www.sodu777.net) "Rebirth of the Investment Era" search and reading novel network has the fastest update speed on the entire network

quick.