The investment era of rebirth

Under the influence of the synchronous stop losses and declines of the main funds of the three parties, the trend of the line of "military industry" has become weaker.

On the disk, the decline of the entire "military industry" industry sector index further expanded, reaching a 10% decline mark at 49:3. Among them, the core concept stock Hongdu Aviation was suppressed by a large number of continuous selling, and the trend was close to the limit. Huaguo Heavy Industry, Huahang Electromechanical, Huahang Optoelectronics, Hangfa Power, Huaguo Great Wall, Hangfa Technology... and other core constituent stocks that the main funds of the three parties focused on building positions also approached a 5% decline.

Immediately afterwards, due to the main line of 'military industry', the panic-stricken trend of almost exhaustion of liquidity occurred.

At 10:50, the industry sectors and concept sectors related to several core mainline fields such as 'infrastructure', 'state-owned enterprise reform', and 'Internet finance', which were completely abandoned by the main funds in the venue, also broke out in the same panic and fell in an instant. , the entire market of several main lines, at a glance, is full of heavy selling actively driven down by market prices.

At 10:52, under the comprehensive collapse of the main lines of "infrastructure", "state-owned enterprise reform", "Internet finance", and "military industry", the Shanghai stock index fell to around 2220 points in one go, and the decline expanded to more than 1.5%. At the same time... ...The two main lines of 'smartphone industry chain' and 'mobile Internet' that showed a little performance in the early trading have also died down at the moment. Not only have they all given up all the gains in the morning, but their related industry sector and concept sector indexes have also fallen. Under the water, the strong state no longer exists.

At 10:55, all industry sectors in the two cities turned green, and none rose.

At 10:57, Beixin Road Bridge hit the limit again.

At 11:02, when the market trading hours entered the last half-hour of noon trading, after the Shanghai stock index touched the lowest point of 2216.21 points, the volume of panic selling in the two markets finally weakened, and the bottom-hunting funds began to enter the market at a low level. Chips, no matter the index or individual stocks, have ushered in a short-term rebound.

At 11:05, the Shanghai Stock Exchange Index returned to the 2220 point mark.

At 11:09, Beixin Road and Bridge opened the price limit, and the market's decline shrank to around 8%.

At 11:12, the film and television media industry sector became popular again, becoming the only industry sector that has become popular in the two cities, and the core constituent stocks within the sector, such as Changqu Technology, Huaqingbao, Huayi Brothers, Enlight Media, and Oriental Fortune Waiting for tickets, there is a relatively rapid rise, and the intervention of bottom-hunting funds is more obvious.

At 11:16, the stock index fell back to within 1.5%. Electronic information became the second industry sector in the two cities to become popular after film and television media. At the same time, Anjie Technology, Xinwei Communication, Speed, and Lexun Precision and other "iPhone concept" stocks rose rapidly, and the market as a whole began to improve.

At 11:20, when the market trading time enters the last 10 minutes before the noon close.

The funds for bottom-hunting in the market have obviously begun to become more active.

Not only 'film and television media' and 'Apple mobile phone industry chain' have been under the key attack of bottom-hunting funds, but the 'infrastructure', 'state-owned enterprise reform', 'military industry', 'Internet finance', 'venture capital ', 'Shanghai Free Trade Zone' and other main lines have also ushered in a lot of bottom-hunting funds.

In this case, the relationship between the volume and energy of active selling and active buying in the market has returned to rationality.

At 11:30, the two cities ushered in the moment of closing at noon, and the Shanghai stock index once again stood at the 2230 point mark, retracting the intraday decline to 1.12%.

As for the Shenzhen Index and the ChiNext Index...

As it is approaching noon, the main direction of the bottom-hunting funds on and off the market is the "growth stock" field that is biased towards the small and medium-sized board and the ChiNext board. Therefore, the performance of the two major indexes is significantly better than that of the Shanghai Stock Exchange Index. It closed down 0.89% and 0.72%.

Among them, the small and medium-sized board refers to the important core index of the two cities.

At 11:30, at the moment when the prices of the two cities were frozen again, the decline was reduced to within 0.5%, becoming the strongest performing core index in the two cities. Show the direction of emphasis.

Faced with such a midday closing result...

The majority of investor groups inside and outside the market are naturally quite disappointed, but in addition to being disappointed, thinking about the performance of the index's recovery before midday, they can't help but have more expectations and hopes for the market trend in the afternoon, hoping that the market will After breaking out of the panic market, it was able to get out of the deep V rebound and ushered in a relatively powerful violent rebound trend.

"The lowest point in the session is 2216.21 points, isn't it almost there?"

Among the large group of retail investors gathered in the discussion area of ​​the stock trading platform and the stock investment forum, some people raised questions after a brief review.

"I think it should be almost the same, after all, the panic disk has already been killed in the market."

"Judging from the market trend, it seems that there is indeed a sense of bottoming out. When it was approaching noon, the funds undertaken by the bottom-hunting on the market obviously expanded by an order of magnitude, but the 'infrastructure', 'state-owned enterprise reform', and 'Internet finance' There is still no obvious recovery trend for these major core lines, and through the disk analysis of these major core lines, it feels like the market has not bottomed out."

"Today's market hotspots are not on the core lines of 'infrastructure', 'state-owned enterprise reform', and 'Internet finance', right?"

"Yes, the main hotspots have shifted to the 'growth stocks' sector dominated by the small and medium-sized board and the GEM constituent stocks. Core hot stocks such as the 'smartphone industry chain' and 'mobile Internet' concepts have obvious There are signs of bottom-hunting funds attacking, and the trend is obviously stronger than other areas in the two cities.”

"Well, I feel that the style of the market is a bit of a change."

"Won't the market's main line of hot market turn back to 'smartphone industry chain' and 'mobile Internet', the two main lines of last year's core hype?"

"That's hard to say. At least for now, the active funds in the venue are converging towards these two main lines."

"The performance of several major indexes today is indeed a bit weak in Shanghai and strong in deep. It seems that the Shanghai Index is still below 1% decline, while the small and medium-sized board index is almost turning red."

"But how do I feel that the core hype logic is still an 'oversold rebound'?"

"I also feel that the hype logic of the market is still the line of 'oversold rebound'."

"Well, the two main lines of 'mobile Internet' and 'smartphone industry chain' did not rise much during the market rebound in April and May, but with the market adjustment in late May, they fell a lot. , It is indeed in line with the logic of 'oversold rebound'."

"I always feel that in the market, the core main line with the effect of making money continuously has not yet been played out."

"Let's watch as we go. If the two lines of 'Mobile Internet' and 'Smartphone Industry Chain' continue to rebound in the afternoon and can lead the market out of a deep V trend, then we can take a high look, and maybe the market can really be here. , to switch styles, of course... If in the afternoon trend, these two core main line concepts fall back again, like yesterday's "venture capital" concept, then there is nothing to say, the market has definitely not bottomed out .”

"No matter what the logic is, the market trend this morning, to be honest... obviously fell short of expectations."

"Buying the bottom, buying the bottom... I don't know how much money I have buried in the bottom-buying in the early stage. Although the index is very close to the 2200 mark at this moment, but in the development of the market trend, the decline at the end is often the most scary. I I feel that we still need to be cautious when buying bottoms at this time.”

"In fact, during the period near noon, although the decline in the index has shrunk a lot, on the whole, the volume of the rebound is still showing a state of decay. Not very full, under such circumstances, I think it is still very difficult to stabilize the market and get out of the deep V trend.”

"The money-losing effect of the top 20 popular stocks in the two cities is still obvious. In this case, anyway, I will not easily buy the bottom."

"Yes, in fact, on the entire board, except for the two core lines of 'mobile Internet' and 'smartphone industry chain' that have shown a little bit of performance, the others are really nothing to watch."

"My point of view is still the same as before. As long as the two core lines of 'infrastructure' and 'state-owned enterprise reform' that previously led the market do not really bottom out and usher in a strong rebound, then the index bottoms out, the so-called bottom line. If there is a bottom reversal trend, there are huge variables.”

"Well, it seems that the two core lines of 'Mobile Internet' and 'Smartphone Industry Chain' used to be the two main lines. After a complete fall, the market has ushered in a turning point again, right?"

"Anyway, in a downward trend, it is right to operate with caution!"

"I don't chase the highs and guess the bottom, I just look at one indicator, when President Su's 'Wealth Road' shows up, I will re-enter the market."

"It feels like Mr. Su's 'Wealth Road' has disappeared for a while."

"Hey, I just don't know the specific position data of the 'Yuhang Series' fund. If I know it, I should follow along and buy. There should be no mistakes."

"Luck into the internal investment group of the 'Yuhang Department' to see, you should be able to know?"

"Impossible. During the closed operation of the 'Yuhang Series' fund, during the non-public net worth period, its holding data are all internal secrets of the company, and it is impossible to leak it. Of course...unless you go to the management of President Su Yuhang Investment Company is a trader, so it is possible to know about it.”

"If you really become an internal trader, you probably have to sign a non-disclosure agreement. If you know it, it's still equal to zero."

"Fund traders use private accounts to speculate in stocks, should they be reported?"

"It must be reported, and the fund's holdings must be avoided accordingly, otherwise... there will be suspicion of a mouse warehouse after all."

At the moment when many retail investors are discussing in the comment area of ​​the stock trading platform and stock investment forum.

Su Yu is in the Yuhang main hot money group.

All the hot money bigwigs in Zhejiang Province, and even in Yuhang, have had heated discussions on today's market trend and expressed their views one after another.

"What is the logic behind the line of 'film and television media'? Do you think it can be done?"

"For the line of 'film and television media', just look at the three stocks of 'LeTV, Enlight Media, and Huayi Brothers'. I feel that there is still room for expectation in this line."

"The explosion of the online drama market, and the recovery of the film industry?"

"I heard that in terms of national macro policies, it seems that there is generous policy support for this field, right?"

"Who told you that, I haven't heard any news about this at the moment!"

"Don't analyze the underlying logic. I feel that today's 'film and television media' sector and the 'iPhone concept' can lead the market and get chased and favored by active funds in the market. One word, the continuity of the market is still in doubt.”

"Indeed, compared to the entire market, it is so strong that it is basically worthless to participate in."

"On the whole, the buying orders in the market seem to be hesitant to accept funds, while the selling orders are still more determined than the buying orders. In this situation, it is really hard to say what the market trend will be in the afternoon."

"I was buried when I bought the bottom before, and I still buy the bottom?"

"At this time, the right side is more reliable than the left side. If the index fails to hold at 2200 points, it will be a bottomless abyss if it falls through."

"Prudence is the main priority, and caution is the main priority. Optimism at this time is often the easiest to be slapped in the face."

"Although the two sectors of 'film and television media' and 'apple concept' seem to be gaining momentum, the overall investment sentiment in the market is still very weak, and the effect of the two cities losing money is still very obvious. In this case If you attack rashly, you will be quite passive!"

"Let's continue to wait and see, President Su is not in a hurry, what are we in a hurry for?"

"Yes, an effective opportunity to make money is far better than a risky opportunity with low certainty. That's the same sentence, you have to learn to take short positions!"

"Hey, short positions are the hardest thing, and now I finally understand this sentence."

"The market will not be closed. As long as there is capital, the market will never lack opportunities. Anyway... when the investment risk in the market is still relatively high, light positions and short positions are the only correct choices. Even if we are not taking the investment route, That's the speculative route, not gambling."

"It makes sense, wait and see."

"Wait for popular stocks with high market attention and the follow-up effect to pick up again."

"Yes, the current money-losing effect of popular stocks is still very obvious. Everyone is not in a high mood to follow suit. In this situation...even if some hot concept stocks are pulled up rashly, there is no strong follow-up sentiment and financial support to follow the trend. It's hard to hold on."

Many hot money exchanges and discussions are ongoing.

With the rapid refresh of news in the group, the lunch break is also fleeting.

Immediately afterwards, under the concentrated attention of tens of millions of investors on and off the market, the time passed by 1:[-] pm, and the two cities ushered in continuous bidding transactions again.

I saw that after an hour and a half at noon, the emotions were brewing and the news was fermenting.

As the trading volumes of the two cities just started to fluctuate, relatively aggressive investor groups flooded in one after another, concentrating on attacking 'film and television media', 'Apple industry chain', 'electronic information', 'Internet software', 'Internet application' and other major industries. The relatively strong concept sectors and related core hot stocks.

Subsequently, under the attack of these bottom-hunting funds.

At 1:02, these relatively strong popular sectors and popular concepts rose in an instant. Stocks were attacked by a large number of buying orders, and the stock price rose further.

At 1:05, the increase of LeTV expanded to 2%, showing signs of surging into the sky and leading the market to continue to break through.

At 1:09, several "Apple concept" stocks such as Lixun Precision, Xinwei Communication, O-Film Technology, Goertek Acoustics, etc., their gains also exceeded 2%.

At 1:12, the small and medium-sized board index rose again, and the ChiNext index fell within 0.4%.

At 1:15, another core component of the GEM, Wangsu Technology, which belongs to the "Internet Software" sector, also rose and became popular, and quickly broke through under the influence of multiple active buying.

At 1:19, the industry sector indexes such as film and television media, electronic information, Internet applications, Internet software, and communication technology all rose from underwater, becoming the leading industry sector in the market. At the same time, the entire market has officially formed the following "Smartphone industry chain" and "mobile Internet" are the hot hype paths with the core.

Of course, in the overall rebound trend in early afternoon trading.

The main lines of 'infrastructure', 'state-owned enterprise reform' and 'military industry', which are the leading sectors of the market, have basically not improved, and the main funds in the field are still showing a trend of continuous outflow.