The investment era of rebirth

Chapter 419 One step ahead of the market is enough!

Then, the next moment, 1:01.

Under the attack of a large amount of buying, Beixin Road Bridge hit the daily limit and completed the trend of the floor. The intraday amplitude exceeded 20%, and the turnover rate also exceeded 20%.

At 1:02, Beixin Road and Bridge closed the daily limit board, completing a full reversal from the daily limit to the daily limit. , Shibei High-tech, Shanghai Sanmao, Shanghai Steel Union, Yukaifa, Financial Street' and other popular stocks in the early stage were all driven up, and their stock prices rose in a straight line.

At 1:03, the check of the Shanghai Steel Federation rose in a straight line, jumping 1 points in one minute, and sealed the daily limit. Hot stocks.

At 1:04, due to the straight-line daily limit trend of the Shanghai Steel Union, the concept of "Internet Finance" was further attacked by various funds in the market. A series of concept stocks such as shares, great wisdom, Huake Jincai, etc., all have straight-up changes.

At 1:05, the real estate concept sector index rose by more than 3%. In addition to the daily limit Kumho Group, the popular stocks Gemdale Group and China Fortune Land Development also rose by more than 5%.

At 1:06, the entire two main lines of "infrastructure" and "state-owned enterprise reform" were fully linked with each concept sector, and the gains of related concept sectors broke through to the top of the two cities' growth lists.

At 1:07, Huaguo MCC's growth rate also reached the 5% mark, and the entire building decoration and building materials sectors had a comprehensive counterattack.

At 1:08, the steel and cement sectors also began to move frequently.

At 1:09, Bayi Iron and Steel’s price increase jumped to 7%, Huaxin Cement’s price rose by more than 5%, and Conch Cement’s price rose by more than 4%.

At 1:10, when the market quickly counterattacked throughout the afternoon, and various active funds on the market became more active following the trend, the Shanghai stock index rose by more than 1% in intraday trading and returned to above 2335 points. The gem index and the Shenzhen index rose even more It broke through to about 1.5% in a single leap, which greatly changed the haze situation in the early stage and reversed the momentum of last week's decline.

At 1:17, the Shanghai stock index began to exhaust itself after hitting the highest point of 2346.77 points, and came out of the slight adjustment situation of slow decline. Gradually shrink again and return to normal.

At 1:28, the Shanghai stock index slowly fell back to around 2332 points and encountered support, and then began to slowly turn around and rise again. Of course...the strength of the index's upward attack at this time, regardless of the change in volume or trend slope, was higher than that of the afternoon opening The ten or so minutes I spent there were far from each other.

At 1:35, after the Shanghai index briefly rebounded to around 2337 points, it began to form a oscillating trend in the range of 2335 to 2345 points.

After more than half an hour.

The index no longer hits a new high, and the two cities can increase their time-sharing volume, and there is no longer a concentrated rapid explosion.

Today's intraday hot performances in the main line fields such as 'infrastructure', 'state-owned enterprise reform', 'Shanghai Free Trade Zone', 'Internet Finance', etc., in addition to a number of popular stocks in the field, still maintain a strong state. In addition to the extremely intense investment, most of the remaining core constituent stocks have experienced weak upside, and the trading volume on the market can gradually decay, and can only maintain the situation of high intraday volatility.

Then, when the time enters the late stage after 2:30 pm.

The high-level follow-up effect of the two markets began to weaken further. In terms of the overall trading order comparison, the selling order once again took the initiative, suppressing most stocks and indexes from the intraday high level. After the shape obviously weakened, within a few minutes, it slipped from the 6 or 7 point increase in the intraday position to near the flat position, and the strength and weakness reversed again.

"Should it be like this today?"

Seeing that the trading hours of the two cities had slipped to 2:40, at this moment in Yuhang, inside Yuhang Investment Company, and in the fund trading room, Li Meng observed the market and said, "According to our early judgment, except for a few stocks, the trend It exceeded expectations, and everything else was basically within our judgment range. Sure enough...although the market had a good intraday rebound, it failed to cover Friday's decline and truly restore the market's confidence and sentiment."

"But it's not bad to be able to play this space in the plate." Su Yu continued, "The floor of Beixin Road Bridge is still a bit unexpected."

"Well!" Li Meng responded, "Indeed, but although the check from Beixin Road and Bridge made a crazy trend today and fully drove the hype sentiment in the market in the afternoon, the market's own sentiment and willingness to chase high As far as the price is concerned, the future premium space of this floor board should not be too big, right?"

Su Yu nodded slightly, and said, "Basically, there is no room for a premium, so I said that the check can be sealed in the afternoon, which is somewhat surprising."

"Oh, by the way, it's really surprising that Dongfang Wealth's check has reached its daily limit today." Li Meng said again.

Su Yu smiled and said, "It is estimated that some good news has been leaked within the group, such as betting heavily on the website of the fund trading platform."

In the financial trading market, there is no impenetrable wall in the world.

In his exchange with Zheng Likun, the general manager of the Oriental Fortune website last night, he was able to draw out so many words and initially set an investment plan of 20 billion yuan. Then there are some other news channels inside and outside the market that are very sensitive and well-informed. It is not surprising to realize the investment value of this company at this time node.

Therefore, he was not as surprised as Li Meng by Dongfang Fortune's daily limit today.

"Actually, the most dynamic thing on the market today is the 'Internet Finance' sector driven by the check of 'Oriental Fortune'." Liu Yuan pondered for a moment, then continued, "Shanghai Steel Union, Huake Jin Cai, Yinjie shares, Changliang Technology... There are great signs of revival in the past, and the long-term trend of this concept sector has just slipped from the high point of hype compared to the two "infrastructure" and "state-owned enterprise reforms". The main line is good! Master... You said that the concept sector of 'Internet Finance' has the possibility to undertake the next market?"

"On the disk today, the Shenzhen Index and ChiNext Index are slightly stronger than the Shanghai Index."

"Active funds on the market, in terms of multi-faceted attacks, there are no longer a small number of funds that go deep into the field of 'growth stocks' in the direction of the small and medium-sized board and the ChiNext board."

"Also, according to the fundamental information of the industry we have."

"Major domestic financial institutions, regardless of banks, securities, and insurance systems, have already followed up and developed a large number of mobile APP platforms. For A-shares, such as Huake Jincai, Hengsheng Electronics, Jinzheng Stock, Yinjie Stock... Waiting for a group of stocks whose main business is developed by financial software, there should be a huge explosion in the demand for their main business, and there is a certain expectation of a performance explosion here.”

"As for securities trading platform companies like Flush, Oriental Fortune, and Great Wisdom."

"In fact, in the process of people's trading and viewing methods gradually shifting from the PC terminal to the mobile smart terminal, there is also a huge incremental space. In the future, whether it is the development of business scope, or the growth of performance, or the concept There are stories to tell.”

"In general……"

Liu Yuan paused, and continued: "The follow-up investment opportunities of 'Internet Finance' are still quite large, and the sector in this field has basically been cut in half since last year's high point. Many core stocks, They have all returned to the bottom range before being hyped last year, and the relative valuation has also come down.”

"I think that if the market continues to pull back, or in the adjustment cycle of the two core main lines of 'infrastructure' and 'state-owned enterprise reform', funds undergo a new round of high-low switching, and the main direction of attack will jump from the main board of the Shanghai Stock Exchange Index to In the field of "growth stocks" headed by the small and medium-sized board and the gem, there is a high probability that the concept field of "Internet finance" will have a huge excess profit investment opportunity."

"Yeah!" Su Yu nodded slightly after listening to Liu Yuan's analysis, and said with a smile, "Our company's fund analysis room has an industry researcher's investment analysis report on the direction of 'Internet Finance', which is exactly what you just said Yes, there is a huge similarity."

"Really?" Liu Yuan was a little surprised, "Which report?"

Su Yu replied: "There are records on the company's intranet, if you search it, you should know."

"but……"

Su Yu paused, and then said: "From the perspective of changes in industry fundamentals and industry demand trends, the value of follow-up investment in the field of 'Internet Finance' is indeed still huge, but looking at the current market, there are no suitable investment points. Didn't show up."

"First of all, the direction of market investors' attention is still in the direction of the main board."

"Secondly, although the market valuation level in this field has been halved compared to last year's hype peak, it is still nearly double that of other sectors in the entire market, and the PE valuation of each component stock is basically still 1 times. Up and down, it’s not a valuation advantage.”

"At such a valuation level, if you want to have excess returns."

"That requires the explosion of demand in the industry, as well as foreseeable future performance. The expectations are strong enough and the imagination space is large enough. It is best that such expectations have already appeared, and the stock prices of the relevant stocks may be able to get funds on and off the market. The general recognition of this has ushered in an inflection point."

"In the end, we just need to be one step ahead of the market."

"To guess the possible market trend changes and market trends too early, either you can't wait for this market trend, or you are waiting, wasting too much time and opportunities."

"In the field of 'Internet Finance', there will definitely be investment opportunities in the future." After analysis, Su Yu made a conclusion, "But this future investment opportunity is by no means the present. What we should do now is to follow the Market trends, observe more, examine more, and then wait for the next turning point of the main market to appear.”

"Okay!" Liu Yuan nodded when she heard Su Yu's analysis and answer, and stopped talking, and turned her eyes back to the trading of the two markets.

I saw a short conversation with everyone in the trading room...

At this time, the trading time of the market has entered the trading period after 2:50, and there are less than 10 minutes before the official close.

At the same time, the Shanghai stock index has fallen back to around 2330 points, and the increase has shrunk to less than 1%. Many conceptual sectors in the popular main concept fields such as 'infrastructure', 'state-owned enterprise reform', 'Internet finance', and 'Shanghai free trade zone' , There has also been a trend of falling from high levels. Only a few popular and popular stocks in the early stage have maintained relatively intense trading conditions and maintained a strong state.

Finally, when the market closes at 3 o'clock in the afternoon.

The Shanghai Designated Index was at 2329.33 points, up 0.68%. The Shenzhen Index and the ChiNext Index rose 0.72% and 0.79% respectively. The total turnover of the two cities was 1256.49 billion. Still maintained at a high energy level.

In addition to the performance of the major indexes, the performance of the main line fields, sectors, and individual stocks.

I saw the two core themes of "infrastructure" and "state-owned enterprise reform" that suffered continuous massacres in the last two or three trading days of last week. Today can be said to be the return of the king. Out of the local strong money-making effect, and within the two core main lines, the two major industry sectors of real estate and architectural decoration, the final closing price still exceeded 3%.

Of course, the performance of many popular stocks in these two core areas is even more impressive today.

Several checks such as Kumho Group, Beixin Road and Bridge, and Huaxin Cement finally sealed the daily limit. Among them, Beixin Road and Bridge has stepped out of the tyrannical trend of the floor. The core leading positions of the two cities are unshakable. On the day, countless investors who sold this stock chip were so remorseful that they jumped their feet in anger.

In addition to 'infrastructure', 'reform of state-owned enterprises' the two core main lines of counterattack outside.

Today's "growth stocks" concept stocks in the direction of the small and medium-sized board and the ChiNext board are also trending well. Among them, the stock of "Oriental Fortune" has become the top five in the two cities in an instant by virtue of today's daily limit trend. The popular core stocks have attracted the attention of countless investors.

Generally speaking, despite today's trend, the index fell back a little at the end of the trading session, but the entire rebound trend, from the sharply lower opening in the early trading to the final closing in the red market, is still very encouraging and gives investors a lot of hope. Groups bring new hope and confidence for the future.

And faced with such a closing result...

At 5:30 p.m., the new dragon and tiger list was announced.

Many investor groups in the market, as well as analysts from various financial media and asset management financial institutions, have turned short to bullish in an all-round way, threatening that 'the market adjustment has ended, and a new market journey is beginning'. At the same time... on the market, Everyone's interpretation of the news about the restart of the IPO has also become weirdly gradually positive.

And at the same time.

The sentiment of the entire market is also rapidly diverging under today's slightly higher-than-expected rebound.

(End of this chapter)