The investment era of rebirth

"Although the market's enthusiasm for undertaking and following the trend is not bad, it is very difficult for the index to continue to break through." Qin Qiuyue took Zhou Hui's words and continued, "As for the line of 'military industry', today's trend is indeed a bit independent. In the broader market, it has led the trend of the market, but the same...continuity needs to be observed.”

Zhou Hui nodded in response, thought for a while, and continued: "In any case, the bottom support of 2200 points should be established. Even if the index cannot continue to break through upwards, the risk of a sharp decline is basically locked. At the same time... as long as the market's money-making effect continues, hot money, retail investors, and major institutions continue to enter, and as long as there are incremental funds in the market, the market will break through again sooner or later after a period of rest of."

"And the 'military industry' line..."

Zhou Hui thought about it carefully for a while, smiled, and then said: "Since bottoming out and rebounding, it has become stronger and stronger, and the net inflow of funds has also shown a state of continuous expansion, which shows the hype logic of this line , or in other words, the expected logic of the future should be more and more recognized by various funds in the market.”

"Look at the active buying of market funds in the 'China Airlines' and 'Hangfa' series of military stocks..." Qin Qiuyue responded, "Maybe there is a relatively significant potential positive stimulus on the line of 'military industry' .”

If according to Zhou Hui's analysis, there is no potential major positive stimulus directly.

With the increasing emotional relationship that the hype logic is gradually recognized by the market investor group, the market should develop slowly, and there will be no such obvious trend of going higher against the trend and independent of the broader market.

And based on past experience...

Such a market trend is mostly supported by potential benefits. After all, judging from the current performance of the "military industry" line, the signs of various funds building positions on the disk and the actions of scrambling for funds and chasing are too obvious Yes, basically it is unabashedly increasing positions rapidly.

"Yeah!" Zhou Hui nodded, "And this kind of potential benefit is mostly in the two main conceptual areas of 'military industry enterprise reform' and 'domestic large aircraft'? Mr. Qin thinks... the core hype logic ,What could it be?"

Facing Zhou Hui's question, Qin Qiuyue pondered for a while, and responded: "I still can't see the core hype logic of the 'military industry' line, but the market direction of this line should be correct. Let's Lacking the support of information channels, and unable to get some internal core news in real time, it can only be interpreted according to the changes in the market trend, Xiaohui... Continue to increase the bargaining chips of the "military industry" line, let us Fund positions are full."

"Especially in the line of 'Military Industry', a series of related stocks of 'China Airlines' and 'Aviation Development' have performed very well. I still stick to my original point of view. I think... there should be a wave that lasts longer. And the market with a lot of room for speculation can be done.”

"Moreover, I have a hunch that in this direction, the time for the market to explode on a large scale should not be too far away."

The continuous changes in the line of 'military industry' in recent days can no longer be explained simply by the reason that the funds of the 'Yuhang system' actively build positions to guide the market.

It can continue to go so strong, and the main capital inflow is so rapid.

It can only show that it is not only the main funds of the 'Yuhang Department' who are firmly optimistic about this main market.

"Okay!" Zhou Hui responded quickly without any objection under the more obvious market trend this time, and then quickly issued an order to increase the position of active buying to the traders in the trading room.

And when the two simply analyzed the market and adjusted their trading strategies in due course...

At the same time, in Shenzhen Stock Exchange, Pingyin Asset Management Department, and the main fund trading room, fund manager Chen Shen also looked at the "military industry" industry sector, which was still climbing against the trend, and the market performance of its concept sector, and in After observing for a while, he turned to Liu Ziliang, the general manager of the asset management department beside him, and asked, "Mr. Liu, is this news...sure?"

Liu Ziliang also kept his eyes on the market performance of a series of related industries and concept sectors of the "military industry" in the two cities, and replied casually: "Since the "Huaguo Petrochemical" kicked off the reform of state-owned enterprises and the reorganization of central enterprises, military enterprises have been restructured. , The news of the reform has been circulating, it should not be fake."

"Accelerate the asset listing of military enterprises, deepen and increase the asset securitization of military enterprises, and the merger and reorganization of related similar business enterprises... Are these news true?" Chen Shen continued with some doubts, "If there is a clear statement , the line of 'military industry', supported by these concept stories, is really promising!"

Liu Ziliang responded: "The country is indeed serious about the rectification and reform of the military and military enterprises. There is no doubt about it. It is just the specific route and measures. No one can say clearly at present, but the project of 'domestic large aircraft' It is definitely going to be carried out, and there should be nothing wrong with this story line, as well as aerospace, Beidou navigation in the 4G era...these projects and the like."

"Enough!" Chen Shen said with a smile on his face, the light in his eyes getting brighter and brighter, "Hazy expectations are the most attractive."

"The line of military industry..."

"Originally, there is a natural veil of mystery in information disclosure, and it is precisely because of this veil of mystery that there is no market standard for its valuation."

"In other words, this industry has a natural soil for hype!"

"As long as there is a strong logic of expectations and new stories to tell, as well as the cooperation of the general environment and the support of large macro policies, it is easy to do market hype."

"It's no wonder that the funds of the 'Yuhang Department', in addition to the layout of the 'big infrastructure' field, also focus on the 'military industry' line. The original logic is this... Looking at today's market performance, I am afraid it is the news we got , Many internal investment institutions of the state-owned assets department have obtained it."

Liu Ziliang nodded slightly, and said: "This is normal. There is no impenetrable force in the world, and the leaders did not mention the reform measures in this direction and the direction of macro policies once or twice. It's just that the market sentiment was too bad before. At the same time, there are no clearer policies and specific measures, so the market in this line has not been hyped up, but this time it is different, and I heard that the intensity should be quite large.”

"Well!" Chen Shen nodded, "The line of 'military industry' hasn't had a sustained market breakout for a long time, and retail investors in the market have quite poor expectations for this line, adding to the continuous positive news from now on. And the support of the macro policy direction, as well as the expected advancement of the "rapid securitization of military enterprise assets" in the future, the basic hype logic of this line has all been in place, and it is time to make great efforts to participate in it."

"What are you going to do?" Liu Ziliang asked with a smile when he heard Chen Shen's words.

Chen Shen responded: "Since the opportunity is here, we have no reason to let it go. I plan to attack with all my strength and adjust the focus of the fund's holdings to the line of 'military industry'."

"In fact, compared to the entire market..."

"Once the 'military industry' line breaks out, it will be the best in the entire market, regardless of the room for hype or the flexibility of the market."

"After all, this line has been devastated by the market round after round in the early stage."

"At the current stage, the chip structure in the arena is quite clean."

"Except for the large-scale "Yuhang" funds that bought bottoms and built positions here in the first two days, there should not be many large-scale main funds lurking in the entire mainline field, and most of them are the chips held by retail investors. These locked-in chips were severely cleaned up when the stock index broke through the 2200-point support line, and all the unstable chips that could be determined to cut positions and stop losses were washed out."

"In this situation..."

"Even if there are some main funds and other main institutions with state-owned backgrounds, they have received some clear news and set their sights on the line of 'military industry'. According to the timeline, they have not followed up many positions at this moment, and they have not obtained How many high-quality bottom chips."

"In other words, except for the funds of the 'Yuhang Department', the cost of holding positions for other newly entered funds is similar, and no one can restrict the other."

"Okay!" Hearing Chen Shen's analysis, Liu Ziliang nodded, "Then do it according to your idea, the 'military industry' line, overall, the current position is indeed not high, even if we make a mistake in judgment, follow-up If this line fails to go out of the continuous market, the loss should not be too great."

The Shanghai Index has stood above 2200 points for three consecutive days, and in these three days, the external market trend has been quite bad, which is enough to prove the support effect of the Shanghai Index at 2200 points, and the current index distance has been proved by the market trend There is only a 60-point interval for the bottom support position.

In other words, regardless of the independent market of the sector, in terms of the overall market market, this is also a pure bottom area.

In extreme cases...

Even if the market reappears the continuous unilateral decline before the festival and falls to the lowest point of this round of adjustment again, their losses due to wrong decisions will not be large. Compared with the current relatively clear investment opportunities, the future The expected profit margin and the risk of loss seem to be completely bearable.

Generally speaking, under the discussion of the two people's comprehensive channel information.

Both of them believe that adjusting the fund's position and taking advantage of the relative bottom range of the index to take heavy positions in core stocks in the field of "military industry" is a very cost-effective investment choice.

Hearing Liu Ziliang's clear response, the light in Chen Shen's eyes became brighter.

He nodded heavily, responded to Liu Ziliang briefly, and then without hesitation, quickly turned around and gave relevant trading orders to the assistant fund manager and the leaders of the trading teams behind him.

And as his trading order was issued...

Half a minute later, tens of millions of funds flowed from the fund account he managed to a group of core stocks in the main line of the market'military industry', and then, almost instantly, such as Huaguo Heavy Industry, China Airlines Electromechanical, Huahang Optoelectronics, Hangfa Power, Huaguo Great Wall, Hangfa Technology... All the stocks showed a straight-up trend, and the time-sharing trading volume on the market rapidly increased.

Immediately afterwards, at 9:52, when the Shanghai stock index has slowly fallen back to the flat plate at 2264 points, the 'military industry' industry sector index, as well as the 'domestic large aircraft', 'aerospace', 'Beidou navigation', ' A series of related "military industry" concept sector indexes such as state-owned enterprise reform, central enterprise reorganization, and military-civilian integration have continued to strengthen against the trend. With many funds scrambling to raise funds and follow suit, they even hit new intraday highs.

Among them, the "military industry" industry sector index, as well as the three concept sector indices of "domestic large aircraft", "aerospace", and "BeiDou navigation" have risen even more than the 1.2% increase mark at this moment.

At 9:55, following the three-linked "military industry" concept stock of 'Hongdu Aviation' that changed hands naturally, the check of 'Aerospace Rainbow' also emerged suddenly, and was directly pushed up to the daily limit by the continuous large orders of [-] hands. The 'military industry' industry sector was removed, and the second stock that naturally changed hands with a daily limit.

At 9:58, driven by the "Aerospace Rainbow" check, the "military industry" industry sector index rose by 1.5%, while the Shanghai Stock Exchange index returned to above 2265 points, continuing to maintain the red plate shock mode.

At 10:02, the net inflow of large funds in the 'military industry' sector increased to more than 3 million yuan.

At 10:05, the industry sectors and concept sectors related to 'military industry' led the rise in both cities, becoming the most popular market in the entire market and the main line of market conditions that the majority of retail investors are most concerned about, completely replacing the previous 'big infrastructure' market Quotes leadership.

At 10:10, the index of the 'military industry' sector broke through the 2% mark, and the net inflow of funds reached 4.3 million. The inflow of funds showed signs of rapid expansion and rapid increase.

At 10:15, the core component stock 'Hangfa Technology' in the field of 'military industry' rose by the daily limit, and the core large-cap stock 'Hua Guo Heavy Industry' rose by more than 3.5%. There is a trend of accelerated pullback that climbs rapidly.

At 10:20, the growth rate of the 'military industry' industry sector index broke through to more than 2.5%. Among all the industry sectors in the two cities, the growth rate was the highest. At this time, the investor groups inside and outside the entire market, The discussion on the line of "military industry" has also soared.

At 10:30, after spending an hour in the market and entering the second hour of trading, the Shanghai Stock Exchange Index hit a new intraday high under the full-scale explosion of the main market line of "military industry" and reached Around 2270 points, at the same time, the market's profit-making effect and investment sentiment, as the Shanghai stock index fluctuated and rose, and the "military industry" market broke out, it also gradually rose and further recovered in an all-round way.

"Fuck, Boss, today's 'Military Industry' line, the trend after the market opened is really unexpected, it's too strong!"

Facing the market pattern that has already formed in the market, and the main market trend of the "military industry" that has shown a full-scale explosion, at this moment, Wang Can, who has been carefully observing the market inside Yuhang and Yuhang Investment Company, smacked Mouth, couldn't help exclaiming.