The investment era of rebirth

Chapter 226 Market Divergence
I saw that the Growth Enterprise Market Index was finally fixed at a 1.58% increase, the Shenzhen Index was fixed at a 1.23% increase, and the Shanghai Stock Exchange Index was fixed at a 0.67% increase.

Plates, individual stocks...

The reorganization, shell resources and ST sectors led the two markets, and the final increase was more than 2%. Because of the full-blown backdoor reorganization and ST plate.

Then, following the direction of the main board, many concepts that were oversold also rebounded sharply today.

As for the two cities that led the decline...

The major core concept sectors under the main line of the "Shanghai Free Trade Zone", although they rebounded slightly in the afternoon market trend, they still led the decline in the two markets throughout the day, among which "logistics, ports, real estate, foreign trade" and so on The industry sector even underperformed the index and closed underwater.

In terms of individual stocks, the core popular concept stocks.

Xinwei Group has a daily limit of one word, and the turnover in the whole day is less than one million. One of the most beautiful landscapes; LeTV and Huayi Brothers hit the daily limit at the highest intraday, but due to the obvious decline in the two markets in late trading, they were not closed, and finally rose 8.63% and 9.11% respectively.

The "mobile game" duo, Huaqingbao and Changqu Technology both have their daily limit today, which means that they will start again and challenge the previous record high; after the Shanghai Steel Union has an obvious pulse of rapid growth in the intraday, the final increase is only fixed At 2.31%, it failed to get out of the bottom line of changing trends and falling patterns, but it was strong enough to change some investment sentiments of the main hype of the "Shanghai Free Trade Zone".

In the direction of 'Shanghai Free Trade Zone'...

The stock price of Waigaoqiao was finally fixed at a drop of 8.75%, and the lower limit was not sealed, but the performance was extremely weak throughout the day, and the selling pressure was also extremely heavy. It seemed that it had been completely abandoned by the main funds; A total of more than 5400 million transactions were made. Compared with Friday's turnover of more than 20 billion yuan, it can be described as an infinite limit, a real "killing one word". About 6.8 million yuan, it can be regarded as the release of liquidity, and most of the funds that were smothered in the field were out of the field.

Among them, it is particularly noteworthy.

It was the Shanghai-Hong Kong Group, a large-cap stock that actually made up for the fall today, and was also sealed on the limit-down board after a huge transaction.

Among the other main line concepts of a large number of "Shanghai Free Trade Zones" such as Lujiazui, Pudong Jinqiao, Jinjiang Investment, and Shanghai Sanmao, the first batch of stocks that were hyped on a large scale also followed the Shanghai-Hong Kong Group today. The morphological trend and emotional lethality are even more tragic than Friday.

Faced with such a closing result...

Almost all market investors know that the main line of the "Shanghai Free Trade Zone" is completely finished. Even if there is a subsequent rebound after violent adjustments, it may be difficult to exceed the height set by the previous month's succession of hype, so …At this moment, the investment groups who still hold the main concept stocks related to the "Shanghai Free Trade Zone" are quite pessimistic in their inner emotions and expectations for the future.

Among them, especially the group of investors who still hold Shanghai Stock Exchange.

That mentality is simply broken.

Unlike the main line of the 'Shanghai Free Trade Zone', which still has large-scale holdings of investors, other investors in the market are delighted in the face of the index trend and market trend that clearly exceeded expectations today. The upward trend of the index has not ended, and it is believed that the market outlook is still promising.

Among them, especially the investors who caught up with the restructuring and backdoor hot spots, they were more excited.

They all believe that the reason why the market can reverse today and walk out of the positive line of opening low and going up is entirely driven by the hot spot of restructuring and backdooring. The main line of the free trade zone has opened up a new market situation.

"I don't think the main line of hype 'reorganization and backdoor' can take over the main line of 'Shanghai Free Trade Zone' and lead the market forward."

During the discussion on the topic of online stock forums, some investors clearly objected.

"why?"

"It is obvious that the main line of 'Shanghai Free Trade Zone' has nearly 200 concept stocks, and the industry sectors and concept stocks involved are almost all over the entire market. Its hype is based on the industry sectors and concepts involved Stocks can obviously drive the sentiment of the entire market, and can carry a large amount of funds surging at a level of tens of billions. Can the main hype of 'restructuring and backdooring' be achieved?"

"The ticket on the main line of 'restructuring backdoor', in the final analysis, its own fundamentals are still very poor, and in terms of its own quality, there is no room for imagination and expectations at all."

"In addition, these tickets are basically small tickets of hundreds of millions or billions, and the funds that can be carried are very limited."

"Even if all the price limits are pulled, the impact on the market will not be enough."

"After all, the upward movement of the index needs to be driven by weight index stocks. The hot hype of 'restructuring backdoors' can expand finance, two barrels of oil and infrastructure?"

"Do you want to be so narrow?" Someone retorted, "The current hot spot in the market is the line of 'restructuring and backdooring'. That is to say, through the 'backdoor restructuring', there is also an 'oversold market', and at the same time, in the direction of the GEM today, 'mobile games' and 'film and television media' are also going well."

"The line of 'reorganization and backdoor' alone cannot be compared with the main line of 'Shanghai Free Trade Zone'."

"But through the linkage of multiple main lines of speculation, it can produce a lot of market prices. Not to mention the continuation of the upward trend of the index, at least it is no problem to stabilize the index at this stage, so... I don't know the pessimistic point Where is it? Is it really stuck in the bear market thinking and can't get out?"

"Yes, yes, in the early trading, judging from the overall market, it was indeed the line of 'reorganization and backdoor' that was doing its best to boost market sentiment and market conditions, but in the afternoon, the direction of the capital attack obviously began to diverge. "Mobile games" and "film and television media", and even all oversold stocks in the two cities, have performed."

"In any case, the market situation has indeed reached the time for the main line to switch again."

"Well, at this time, you should no longer have any expectations for the concept stocks of the 'Shanghai Free Trade Zone', which is the main line of speculation, especially the concept stocks that are obviously high. It is caused by making short-term into long-term and having unrealistic hopes."

"What the hell, I also want to clear my position, but I have no chance at all, and I was suffocated to death on the limit board."

"Hey, today's "one-word killing" of the Shanghai Stock Exchange is too tragic. The key is that the volume is so large on Friday, and now it is all smothered. If there is no large capital prying board tomorrow, I am afraid that with this The panic in the market of a certain stock has to be followed by two words."

"It's all from Fortune Road and Jiefang South Road..."

"Speaking of which, will there be Fortune Road on the Dragon and Tiger List today? The big concept of restructuring backdoors is so hot today. With Fortune Road's determination and ability to find opportunities, it should be chasing after it?"

"With the amount of funds in Fortune Road, these shell resource stocks and restructuring stocks are not easy for him to enter and exit, right?"

"Do I have to buy one stock? Can't I buy more?"

"Let's see if Rongshun and Hilong Software will be listed on the Dragon and Tiger List? If they are on the Dragon and Tiger List, we should pay more attention to the leading funds of these two stocks."

"These two checks...whether it is the turnover rate or the intraday amplitude, they are not enough to be listed, right?"

"Century Huatong, on the other hand, may still be on the list."

"What about the two daily limit stocks of Huaqingbao and Changqu Technology? No one pays attention? These two checks are 'old lovers' bought by Fortune Road! And the increase and amplitude of these two checks today are sufficient. As for the conditions of the list, I think... maybe the road to wealth will appear on it."

"Well, it's also possible..."

"However, if Fortune Road starts to buy back 'Old Lover' stocks on a large scale again, doesn't it mean that the ChiNext is the future direction?"

"In terms of the overall growth rate of the ChiNext, this year has greatly surpassed the Shanghai Index."

"Between the two, at the beginning of the year, the point gap between the two major indexes was more than 1500 points, and now it has narrowed to about 1000 points. In addition, the more core concept stocks on the GEM, such as 'Internet Finance', 'Mobile Games', Concepts such as 'smart terminal equipment' and 'Apple industry chain' have been hyped from the beginning of the year to the end of July and early August. The rise of many core concept stocks is even exaggerated, and at such a height...the market will return to the direction of the ChiNext, is it unlikely?"

"I also think that in the direction of the GEM, the hype expectations of the popular concepts and stocks have been completely overdrawn. It is difficult to continue to speculate when the adjustment is not very sufficient and the performance has not fully kept up. Unable to undertake active funds in the market, so... I think the overall direction is still on the two hot concepts of 'backdoor reorganization' and 'oversold rebound'. At least the Shanghai index has jumped from the lowest line of 2000 points to the line of 2200 points. Stocks that are hovering at the bottom of history have a demand for supplementary growth, right?"

"I don't agree. Stock speculation is based on expectations."

"The only direction where market capital gathers is the area in the market where it is easiest to make money and has the strongest future expectations."

"The stocks you mentioned that need to be increased are basically stocks with extremely poor fundamentals and no future expectations. Just these stocks...why should they go up?"

"Also, if we talk about the bottom of history..."

"Then the current big financial sector, liquor sector, coal, steel, nonferrous metals and other resource sectors are all at the bottom of history. Can these big guys make up for it?"

"Not arguing, let's look at the direction of Fortune Road's attack. I believe in the direction chosen by the main force of this road."

"Yes, there's no need to fight for a long time. It's better to look at the trend of wealth road. Anyway, now I understand it. I analyze it and analyze it... In the end, it's still two hundred and five in operation. It's better to keep an eye on the dragon and tiger list. As long as wealth Where does the road appear and in which field does it appear, I will follow the trend as soon as possible, I don't believe it... I can still lose money?"

"Hehe... Indeed, the analysis is as fierce as a tiger, and the operation is two hundred and five at a glance."

"There are differences, so there is a market. It is said that buying is in disagreement and selling is in agreement. I think the more quarreling everyone is, the market is far from over."

Everyone is arguing fiercely, and they are all looking forward to the time when Fortune Road will reappear on the buy seat of the Dragon and Tiger List...

In the capital city, inside Zexi Investment, in the trading room.

After Xu Xiang reviewed the market carefully, he muttered in his heart: "I can understand the line of restructuring and backdooring. Many oversold small-cap stocks took advantage of the full-scale explosion of shell resource stocks and rebounded from oversold. I can also understand it, but which of the two major sectors of 'Mobile Games' and 'Film and Television Media' is going today?"

(End of this chapter)