The investment era of rebirth

Chapter 383 The main force saves itself!

I saw that under the short-lived 5 minutes of emotional brewing, the divergence between the stocks that opened higher increased.

Beixin Road and Bridge, Shibei High-tech, Shanghai Steel Union, Shanghai Sanmao, Gaoxin Development, Shanghai Construction Engineering and other popular main-line leading stocks can further increase their disk volume, and at the same time, their stock prices can also increase dramatically. Rapid decline, in which the stock price of Beixin Road and Bridge rose within 1 minute, that is, it fell to about 5%. Shibei High-tech, Shanghai Stock Sanmao, and Shanghai Steel Union had a few checks, and the stock price rose even more quickly and fell to near the flat market.

And accompanied by the rapid decline of these popular mainline leading stocks.

In the market, several major indexes also fell rapidly from the state of high opening.

At 9:33, but within 3 minutes of the opening, the small and medium-sized board and the ChiNext index swallowed up all the higher opening gains, forcing the opening position.

At 9:35, the deep index retraced, engulfing all the gains that opened higher.

At 9:39, the Shanghai stock index’s gains retreated to within 0.3%, almost completely engulfing all the gains from the higher opening, while the two core main lines of the market’s “infrastructure” and “state-owned enterprise reform”, the concept sector index and industry sector index in related fields, the increase It also fell back to less than 1%.

At 9:41, Beixin Road & Bridge, the core concept leader with the highest attention in the two cities, began to rebound briefly after the growth rate fell back to the lowest position of 3.22%. Casting scene and disk liquidity.

As Beixin Road and Bridge bottomed out in the intraday...

The major popular stocks and core market mainline areas that have vented their emotions at the beginning of the day have also bottomed out and rebounded.

At 9:43, the increase in Beixin Road and Bridge rebounded to about 5%. After the Shanghai Index hit the lowest point of 2223.21, it also quickly pulled back to the 2230 point mark. They have turned from green to red and returned to the rising trend.

At 9:45, the Shanghai Stock Exchange Index began to fluctuate sideways around 2230 points.

At this time, popular concept leading stocks such as Beixin Road and Bridge, Shibei High-tech, Shanghai Sanmao, and Shanghai Construction Engineering, as well as medium and large-cap mainline blue-chip stocks such as Huaguo Construction, Huaguo China Railway, Huaguo MCC, and Huagong International, also appeared. One after another around the opening price, oscillating sideways, continuing to digest the profit taking in the market and the floating lock-in of this range price.

At 9:51, at the moment when the two core themes of "infrastructure" and "state-owned enterprise reform" and the major hot stocks in the early stage fell into a sideways oscillating pattern at relatively high levels, in the market, various active funds chasing hot spots began to rapidly The low-level fringe concept stocks flowed into the two core areas of 'infrastructure' and 'state-owned enterprise reform'.

At 9:55, when many popular stocks are still trading sideways at high levels, heavy volume is stagnant, and it is difficult to continue to break through.

Some low-level stocks with local state-owned assets background superimposed on the main concepts of "infrastructure" and "state-owned enterprise reform", such as Chongqing Development, Beijiang Communication Construction, Delong Transportation, Gannan Expressway, Pudong Construction...etc. It began to rise rapidly. Among them, the three stocks of Beijiang Communication Construction, Pudong Construction, and Yufa Development have hit the daily limit one after another.

At 10:01, in the two major areas of 'infrastructure' and 'state-owned enterprise reform', the related concept and industry sectors began to rise again.

Only this time, it is no longer the previous popular stocks that drive the indexes of various concept sectors and industry sectors.

Instead, it is some fringe concept stocks that make up for the rise at a low level.

At 10:05, as these low-level marginal concept stocks rose one after another to make up for the rise, concept sectors such as 'Shanghai Free Trade Zone', 'Smart City', and 'Rural Revitalization' began to outperform the big 'state-owned enterprise reform'. The concept sector is at the forefront of the two cities' concept sector growth lists, and at the same time, in terms of industry sectors, 'public transportation' and 'real estate' also squeezed into the forefront, surpassing the two leading 'construction decoration' and 'building materials' at the beginning of the session. The large industry sector is at the forefront of the industry sector gains in the two cities.

At 10:10, when the two core lines of 'infrastructure' and 'state-owned enterprise reform' are completing the high-low switching of the internal market of the sector.

There is a main force of funds that launched an attack on the field of 'military industry'.

I saw several consecutive large orders with tens of thousands of hands bombarding the stock market of Hongdu Airlines, which directly raised its stock price from a rise of more than 1 point to more than 5%, and at the same time... within the same sector , Hangfa Power, Yaxing Anchor Chain, Beidou Star Communication and other stocks also saw a large amount of buying funds pouring in, and the stock prices changed significantly.

Under the surge of this main force...

At 10:12, Hongdu Aviation hit the daily limit in a straight line. The "National Defense and Military Industry" industry sector and the "Military Industry Concept" sector index, led by Hongdu Aviation's closure, also made lightning breakthroughs. From the original performance of the two cities behind the market, no one The situation of concern directly broke into the forefront of the two cities, second only to the performance of related concept sectors and industry sector indices in the two main lines of 'infrastructure' and 'state-owned enterprise reform'.

"Hey, the military industry has rushed out!"

Seeing the changes on the disk, Zhou Kan said in surprise in the trading room inside Zexi Investment Company in the current Shanghai: "Boss, it seems that in this market, people who want to borrow the main capital of the shareholder style of 'Yuhang Investment' Mr. Su, There are quite a few, and the line of military industry has been brought out without obvious market expectations."

"Extremely rising, and the amount of energy has not been released. This kind of pulse-like fluctuation is nothing more than a scam." Xu Xiang stared at the big screen in the trading room, Hongdu Airlines, which has already reached its daily limit, and rushed to the forefront of the two cities' price increase lists The "military industry" related sector of the "military industry" sector, chuckled, and said, "It is estimated that the main funds of large institutions that are relatively deep in the "military industry" field, borrowing the market's wind, self-help pull, after all, except Hongdu Aviation, which is the main attack Other than this check, the other checks...basically have no capacity and continuous space."

"I also feel like the main force to save myself." Zhou Kan nodded in response.

Xu Xiang's eyes were bright, he paused, and continued: "The mood of the market today is not bad. The 'military industry' field involves some concepts of the road to wealth. Such a sudden trend should be able to deceive some people. The main funds, at this time, it is also smart to carry out a "point-to-face" style of pull."

"Okay, don't pay attention to the field of 'military industry'..."

Xu Xiang pondered for a moment, and then said: "Today's market performance, the real core of the market is the internal market switching of the two main lines of 'infrastructure' and 'state-owned enterprise reform'. Judging from the trading conditions in the previous half hour, The two main lines of 'infrastructure' and 'state-owned enterprise reform' have begun to develop in depth."

"Boss is talking about the 'Shanghai Free Trade Zone' field, and the transportation sector that led the rise today?" Zhou Kan responded.

Xu Xiang responded: "Not only in these two sectors, but also in the early stage of the two core main lines of 'infrastructure' and 'state-owned enterprise reform', popular stocks, such as Beixin Road and Bridge, Shibei High-tech, Huaguo Communications Construction, Huaguo MCC, Huagong International... After this group of stocks opened up room for market growth and valuation, under the rapid recovery of market sentiment, many other low-level stocks with the same concept, expectations and imagination were left behind due to insufficient incremental funds in the market. It all came out."

"In other words, the two core market trends of 'infrastructure' and 'state-owned enterprise reform' will spread across the board under the leadership of popular stocks in the early stage."

"The 'Shanghai Free Trade Zone' and the 'Transportation Section' that have been launched today are just two of them."

"As long as the concepts of 'infrastructure' and 'state-owned enterprise reform' can be involved in any subsequent concept sectors, they can be hyped according to the expected logic of these two main lines."

"I call this 'pan-mainline concept' hype."

"Pan main line concept hype?" Zhou Kan was a little dazed, "Is there any difference?"

Xu Xiang smiled, and continued: "When the market deepens and spreads, the hype vitality of the main line market is greatly enhanced. At the same time, after superimposing various concepts, the imagination space and hype stories are much wider. It is conducive to the continuation of the market’s money-making effect.”

"Moreover, once this logic is generally recognized by the majority of investors in the market."

"The height of the speculation space for the core concept stocks will also be greatly increased, and correspondingly... the rebound height of the index will also have a high probability of exceeding previous expectations."

"Overall, the deepening development of the main market is a good thing."

"Then we..." Zhou Kan responded, "Do we need to make corresponding adjustments?"

Xu Xiang thought for a while, and said: "You can increase some low-level stocks in the fields of 'infrastructure' and 'state-owned enterprise reform', the target... choose a few checks that have already been rushed out in the market and have been recognized by active funds on the market, such as Yukai Development Co., Ltd. , Beijiang Communication Construction, Pudong Construction, etc.”

"Okay!" Zhou Kan responded, and then gave instructions to the traders.

And following his orders...

At this time, the market trading time has passed 10:20.

On the disk, the "military industry" sector, which has soared sharply, has not been generally recognized by the active funds in the market, and the following trend is not enough to undertake the rapid rise in the stock price, and it has begun to fall rapidly from the high point. Among them, as the sector Hongdu Aviation, which has broken through the core leader, has quickly opened up its daily limit, which was originally sealed, and its stock price has fallen from the daily limit amid the rapid decline in the growth rate of the entire "military industry" sector.

"What the hell, the line of 'military industry' is a scam, Hongdu Aviation can't even seal the first board?"

Seeing that the "military industry" sector has gone out of a pulse-like trend of rushing up and down, in the wave of upswing just now, some investors expressed depression in chasing up and buying.

"No doubt, it's a scam!"

"It's a good thing I didn't chase after him, otherwise I'd be buried again. The main force of the 'military industry' line is simply poisonous!"

"The main force is talking nonsense. There is no expectation in the field of 'military industry' at present, and those who follow the trend are also stupid. They don't think that as long as the stocks held by President Su will go up?"

"According to the fund holdings announced by Mr. Su, the overall holdings of the two main funds of the 'Yuhang Department' in the field of 'military industry' are less than 5% of the total positions. This line is not the main line of Mr. Su's core concern at all. It may not be able to rise, and today's trend is mostly because the main players who were trapped in the field saved themselves."

"Indeed, but there shouldn't be many follow-ups, right?"

"Now I am still paying attention to the stock market. The investors who trade on the floor are basically old investors. There are no newcomers, but there must be very few. Few people will be fooled by this common trick."

"The trend of the two core main lines of 'infrastructure' and 'state-owned enterprise reform' is still stable."

"Indeed, but today it feels like low-priced stocks are compensating for the rise. The popular stocks in the early stage basically fluctuate around the opening price."

"Yes, even Beixin Road and Bridge seem to be stagnant due to heavy volume."

"The popular stocks in the early stage have risen a lot. Compared with the index's increase, it is almost generally 20% higher than the index's increase. Now it is fluctuating at a high level. It doesn't feel bad to stop for a while."

"Although the popular stocks in the early stage are a bit high and stagflation, the indexes of various concept sectors are still very strong."

"Well, today's strongest concept sector is actually 'Shanghai Free Trade Zone'. It seems that this sector has completely fallen back to its original point after being hyped last year, and there are still great opportunities in the future!"

"The transportation sector, the high-speed rail sector, and the concept of rural revitalization are also quite strong today."

"It feels like the market has diverged."

"It's not diverging, it's deepening. On the whole, the stocks that have risen sharply today still haven't deviated from the two core directions of 'infrastructure' and 'state-owned enterprise reform'."

"It's true that Yukai Development, Beijiang Communication Construction, Pudong Construction, Shanghai Construction Engineering, Financial Street... and other stocks that have soared are still in the two main areas of 'infrastructure' and 'state-owned enterprise reform', everyone... …According to this market trend, at this time, do concept stocks in the fields of 'infrastructure' and 'state-owned enterprise reform' have a greater chance of chasing lows and supplementing gains?"

"I can't say for sure, but whether it is a popular stock in the early stage or a concept stock that makes up for the rise at a low level, it should still rise."

"All in all, just follow the two main lines of 'infrastructure' and 'state-owned enterprise reform' to buy."

"Looking at the turnover rate of Beixin Road and Bridge, it may be very difficult to close the board today."

"It's true that the third board is under a lot of pressure, but even if it can't go up and down today, it probably won't go down."

"Even if the daily limit cannot be raised, is Beixin Road and Bridge the highest standard among the two core themes of 'infrastructure' and 'state-owned enterprise reform' in the current market?"

"There is no doubt about it. Judging by the turnover and transaction volume, it is definitely and still the leader with the highest attention in the two cities."

"Then don't worry too much. This kind of volatile change of hands is definitely not a sign of the peak of the stock price. Since it is not a sign of the peak, then I will continue to hold it."

"It's still the same sentence. After finally catching a leader, I won't sell it if I don't see President Su's 'Fusheng Road' seat sold on the Dragon and Tiger List."

Many retail investor groups have heated discussions, and when they quickly follow suit and adjust their positions...

At this moment, Yanjing, Chenghua Public Fund Company, and the internal trading room of 'Chenghua Selection No. 1' fund products.

Fund manager Gong Tiancheng looked at the two major industry sectors and concept sectors related to the two main lines of "infrastructure" and "state-owned enterprise reform" that were fluctuating and rising, as well as the "military industry" sector that was falling rapidly and almost fell back to the position before the pull-up, and couldn't help sighing. He sighed, and said: "Sure enough, without other favorable cooperation in the market, it is still difficult to form a continuous follow-up force based on the reputation of Mr. Su of 'Yuhang Investment' alone, so as to truly maintain the market of the 'military industry' line."

Just now, the wave of intensive promotions targeting the 'military industry' field was their handwriting.

It's just a pity that there is no market that can really inspire this line.

"How many chips did we throw?" After feeling helpless, Gong Tiancheng turned to ask his assistant Zhou Qiang behind him.

Zhou Qiang glanced at the background data of the computer, and said: "A net sale of 4700 million funds, our fund's position in the 'military industry' field has dropped a lot, but compared with our expectations, there is still a certain gap. .”

"4700 million!" Gong Tiancheng murmured the number again, fell silent for a moment, continued to sigh, and said, "Since we have already tried and cannot drive the market of this line, let's continue to sell. At the same time... with the reduced funds, I bought low-end high-quality stocks in the fields of "infrastructure" and "state-owned enterprise reform". After the batch of high-quality stocks make up for the increase, I am afraid that the main rising market of the two main lines will come soon, and we must complete the core position adjustment of the fund as soon as possible before the main rising market of the two main lines unfolds.”

"Is there really no chance for the military industry line?" Zhou Qiang looked at the fund account that was in total loss, and asked quite helplessly.

Gong Tiancheng responded: "Who knows? But we have been guarding for so long, and we did not see any opportunities. Instead, we held positions in weaker sectors, hesitated all the time, and missed the entire outbreak of the two core themes of 'infrastructure' and 'state-owned enterprise reform'." The initial market, now look at it... In terms of trading decisions, no matter whether the account is losing money or not, when the main market opportunity comes, we should not have any hesitation!"

"Let's adjust the position!"

Gong Tiancheng paused, and said firmly: "The future is always uncertain, what we can do, and the sector that can quickly recover the loss of the fund's net value, is to follow the trend of the market's main line!

(End of this chapter)