The investment era of rebirth
Chapter 822: Market reversal driven by good news!
At the same time, there are good news about related concepts and themes such as the ‘China-Japan-Korea Free Trade Area’ and ‘Eurasian Economic Belt Construction’.
They also come one after another.
"Sure enough, the core market thread is that there is never any shortage of positive stimulation from outside the market!"
When a bunch of related good news continued to bombard the nerves of the vast number of investor groups inside and outside the market, the discussion intensity in the main hot money group of Yuhang where Su Yu was located also soared.
"The main line of macro-strategic planning for economic development at the national level will naturally not be lacking in benefits."
“It seems that the main line of ‘big infrastructure’ has not reached its peak yet!”
"To the top? How is that possible!"
"It feels like the hype on the core concept theme of 'On the road to the new era, the Maritime Silk Road' should be accompanied by this entire bull market before it finally comes to an end, right?"
"If you ask me, the hype logic of the core main line of 'big infrastructure' and 'new era road, maritime Silk Road' is much harder than the hype logic of the core main line of 'big finance', and there is room for imagination.
It is also much larger. As far as the current core main line field of 'big infrastructure' is concerned, the valuation level of a number of heavyweight core stocks, compared with their broad expected future imagination, is still at the bottom of the mountain."
“I also feel that the hype market for the core main line of ‘New Era Road, Maritime Silk Road’ has just started, and the trend of the entire main line hype market has just begun.”
"Looking at it this way, the three core main lines of 'big finance', 'big infrastructure' and 'military industry' will still be the most concentrated in the market."
"As soon as this good news comes out, the prices of the two markets will soar again in the afternoon, right?"
“It will definitely surge, especially stocks related to the concept of ‘China-Japan-Korea Free Trade Area’.”
"This should also lead to changes in the domestic concept of 'free trade zones', right? The concept of the 'Shanghai Free Trade Zone' has not seen a continuous and smooth upward offensive for a long time since the hype last year. It feels like it is now taking advantage of
The east wind of the 'China-Japan-Korea Free Trade Zone' should be able to take off."
"Looking for stocks with overlapping concepts for speculation, the winning rate should be higher."
"Yes, in the market, there are stocks that not only belong to the main line of 'big infrastructure', but also have the concept of 'New Era Road, Maritime Silk Road', and also have the concept of 'Shanghai Free Trade Zone'.
, focus on this direction for trading, and under the current market sentiment, you probably won’t lose money.”
"This afternoon, the 'Shanghai Stock Exchange Sanmao' check will be heavily scrambled by various funds again."
"The 'Shanghai Stock Exchange Sanmao' check will probably hit the daily limit immediately after the market opens in the afternoon, right?"
"There is also the 'Yingkou Port' check. This time it is really going to become the entire 'big infrastructure', 'new era road, maritime Silk Road', 'China-Japan-Korea Free Trade Zone', 'Northeast Revitalization' and other core concepts
The main theme is the leader in hype and the leader in height.”
"Yes, the concept of 'China-Japan-Korea Free Trade Area' should be linked to the concept of 'Northeast Revitalization'."
"The market opens in the afternoon and we are rushing to raise chips for the 'Yingkou Port' check."
"It's probably hard to get hold of it, right?"
"If you can't catch it, you can fall back and buy similar stocks such as 'Shanghai-Hong Kong Group', 'Rizhao Port', and 'Dalian Port'."
"The good news at noon should also have a strong stimulating effect on the check of 'Huagong International', right? I still think that the future upside potential of this check will be huge."
"There is no doubt that it will have a strong stimulating effect."
"With the check of 'Huagong International', it is still the leader of the Chinese military in the whole main line of 'big infrastructure', right?"
"That's for sure, but the check plate is too big, and the flexibility for speculation is definitely not as good as that of small-cap stocks with pure concepts."
"Institution-led tickets and flexible space are definitely not as good as concept tickets."
"If we speculate on the core line of 'New Era Road, Maritime Silk Road', then the old leader of the past, 'Northern Xinjiang Communications Construction', will probably rise as well."
"Well, the stock of 'Beijiang Communications Construction' seems to have been adjusted for a long time."
"There are also 'Bayi Steel, Huaxin Cement, Tianshan Cement, Dalian Heavy Industry, Shanghai Construction Engineering, Hualian Heavy Industry...' A large number of past concept leaders, I am afraid that they will also usher in the market after the market opens.
The concentrated attention of the main financial groups.”
"No need to guess, just now, many people have summarized the core concept stocks."
"Niu, today's investors are very efficient."
"After all, this is the era of mobile Internet. It is easy to reach an agreement on the logic of hype and in-depth exploration of concepts."
"In the core areas of 'Big Infrastructure' and 'New Era Road, Maritime Silk Road', there will probably be no problems with the market trend after the market opens in the afternoon. It is the 'Big Finance' line... I feel that this morning
The trend of the core main line has begun to change from consensus to divergence. I wonder if this core main line can still be stable in the afternoon session."
"The trends of the three core main lines of 'big infrastructure', 'big finance' and 'military industry' have been very close to synchronous development in recent times. I think the current trend of the 'big finance' line is still
There is no problem. In this position... the valuations of many core weight stocks in the main line of 'big finance' are still quite low, and there are still a lot of financial groups willing to take over."
"In terms of valuation, it is true that the heavyweight stocks in the main line of 'big finance' still have the lowest valuation level in the entire market."
"On the other hand, if the main funds are concentrated on the core main line of 'big infrastructure' and 'new era road, Maritime Silk Road', it should siphon off some of the active funds that participated in the main line of 'big finance' in the morning."
"It will definitely be siphoned, no doubt about it."
"I think as long as the market volume continues to increase, regardless of the development of the market and which core line the most concentrated money-making effect is biased towards, the overall market situation should continue to rise, continue to short-squeeze, and push the trend forward.
Keep it going.”
"Yes, the performance of quantity and energy is the most important. If there is quantity, the market will follow."
"But in the market performance in the morning, many of the core main areas of 'big finance', 'big infrastructure' and 'military industry' have shown heavy volume and stagnant growth, or obvious correction trends. How to explain it?"
"Is this normal? After the market has been continuously shorted and raised during this period, how many profit-making orders have been accumulated on the market? Are some profit-making orders still not allowed to be sold?"
"This is true. The profit-taking selling pressure will indeed have a certain impact on the market trend."
"As I said before, as long as the market volume is still growing, the market will not stop."
"Even though the core main fields of 'big finance', 'big infrastructure' and 'military industry', in the morning market performance, many stocks showed signs of heavy volume and stagflation, but many of the market's hot stocks and core weight stocks
, it is still continuing to open up space and lead the market upward."
“The so-called strength of the market and the strength of sentiment depend on the performance of the leader..."
"Based on the performance of the core leading stocks in the market, there is no doubt that the current market is still in the midst of very hot bull sentiment speculation. We are really worried about the market's reversal or continued correction. I think
...Looking at the conceptual leaders that are leading the market's rise, we can almost predict when the weighted leaders will weaken. And by that time, it's not too late to worry. Now...there is no need to worry in vain."
"You are right, just continue to pursue positions in leading conceptual stocks with core main lines."
"Yes, if you continue to pursue long positions, you will not actively make money in the bull market. In the bear market, it will be even less possible to actively make money."
"Seize the opportunity, you must seize the opportunity..."
With the rapid refresh of news in the group, as well as the in-depth analysis of the market by countless hot money tycoons in the group, everyone also made preliminary expectations for the afternoon market based on the good information off the market.
Before I knew it, the one and a half hour lunch break had passed by in a flash.
With the eyes of countless pairs of investors gathered together, the time hand quickly flashed past 1:00 p.m. After a brief suspension of trading for an hour and a half, the two markets once again ushered in continuous bidding at this time of intense attention.
trade.
I saw that the market conditions of the two markets had just begun to change.
Shanghai Stock Exchange Index, Shenzhen Stock Exchange Index, ChiNext Index, several core indexes, as well as the securities industry sector, Internet finance concept sector, banking, insurance, commercial real estate development, building decoration, building materials, machinery and equipment, public transportation, national defense and military industry, sub-new stocks,
Film and television media... and other industry sectors and concept sectors that are highly concerned by the investor community and have a certain degree of market popularity have all risen rapidly, and the market growth has expanded rapidly.
At 1:01, in just one minute, the Shanghai Stock Exchange Index quickly rose to the 1.20% increase mark, quickly recovering from the diving range near midday in the morning.
At the same time, due to the many positive stimulations at noon.
The core main areas of 'Big Infrastructure', 'New Era Road, Maritime Silk Road', related industry sectors, concept sectors, and many related concept stocks have risen rapidly, and have been attacked by a number of active major financial groups inside and outside the market.
, as well as the strong attacks from many financial groups that follow the trend.
Among them, the "Shanghai Sanmao" skyrocketed, and within one minute, it hit the daily limit.
The stock price of "Yingkou Port" jumped 4 points in a straight line in one minute, and the market rose by more than 8%. It also showed a trend of hitting the daily limit.
There are also 'Beijiang Communications Construction, Shanghai Construction Engineering, Huaxin Cement, Tianshan Cement, Shibei High-tech, Fushun Special Steel, Bayi Steel, Dchain Heavy Industry, Rizhao Port, Shanghai-Hong Kong Group...' and other concepts that are relatively pure.
At this moment, the related stocks all rose straight up and hit new intraday highs almost instantly.
At 1:02, the stock price of ‘Yingkou Port’ hit the daily limit, and countless active funds followed suit and rushed to raise funds.
And also at the same time.
'Huagong International, Huaguo Construction, Huaguo China Construction, Huaguo MCC, Huaguo Railway Construction, Huaguo Communications Construction, Huaguo Baosteel, China South Locomotive, China North Locomotive, Huaguo Building Materials...' and many more'
Huazitou's infrastructure-heavy stocks also experienced comprehensive changes, and they all made strong gains under the attack of large amounts of main funds.
Among them, "Huagong International" is the leading weight of the entire "big infrastructure" main line.
In an instant, its stock price exploded by 3 points, causing its market increase to reach more than 6% in an instant, once again setting a new market high and setting a new annual high.
At 1:03, the stock price of 'Yingkou Port' reached its upper limit and was sealed, with the annual increase exceeding three times.
At 1:04, the stock price of Huagong International hit the 7% increase mark during the day. At the same time, the Shanghai Stock Exchange Index rose to a 1.35% increase position, and the A50 Index returned to the 2% increase mark.
At 1:05, the 'Building and Decoration' industry sector index increased by nearly 3% during the day, surpassing the increase in the securities sector index and becoming the industry sector leading the gains in the two cities. At the same time, the stock price of 'Huaguo Construction' rose sharply during the day.
It returned to the 4% growth mark, and the intraday turnover exceeded the 4 billion mark, continuing to increase volume.
At 1:06, the stock of Hualian Heavy Industry surged, with the stock price touching the 7% mark.
At 1:07, a number of stocks such as "Shanghai Construction Engineering, Pudong Jinqiao, Shanghai Hong Kong Group, Waigaoqiao..." followed the trend and rose sharply, driving the "Shanghai Free Trade Zone" concept sector to rise by more than 2%.
At 1:08, the ‘Northeast Revitalization’ concept sector index rose by 3% during the day.
At 1:09, the growth rate of the 'New Era Road, Maritime Silk Road' concept sector index also exceeded 3%, and replaced the 'Internet Finance' sector index that continued to fluctuate sideways, becoming the first in the two cities.
The leading sector in the concept theme sector index.
At 1:10, the Shanghai Stock Index returned to the 1.5% growth mark. The entire industry sector and concept sector related to the main line of 'big infrastructure' began to fully take over the main line of 'big finance' that had been leading the gains in the morning and showed a slight upward trend.
, has become the core driving force for the upward breakthrough of market conditions. At the same time, the main active capital groups that originally flowed to the main line of 'big finance' are also driven by the good news at noon, and are rapidly flowing to 'big infrastructure', 'on the road to the new era, and maritime silk'.
Road' this core main line area.
"Damn it, did you really deny the drop in diving this morning?"
At about 1:12, in the main fund trading room of Zexi Investment Company in Shanghai, Zhou Kan stared at the market of the two markets, a little unbelievable, and said in surprise: "This market trend is really tenacious, boss, I feel...
The market seems to be unable to fall for the time being!”
Xu Xiang's eyes were also fixed on the changes in the two markets. He was silent for a while and responded: "This market trend is indeed very tenacious. The main line of 'big finance' and 'big infrastructure' have alternately advanced, and they have always gathered strong strength.
It has a money-making effect, but the market's capacity to undertake it is still unable to fully undertake the large quantities of profit-making funds that want to reduce positions and take profits, as well as the large number of unwinding capital groups.
Didn't you see that the "big infrastructure" line has been on the rise?
Has the 'Big Finance' line started to shrink sideways and gradually lose its momentum to attack?
This disk performance is telling us that although the market liquidity is now relatively abundant, under the pressure of huge profit-making and unwinding, it is still unable to fully accept the selling. As before, the two core main lines go hand in hand.
, smoothly continue to create upside space in the market.”
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