The investment era of rebirth

"Indeed." Li Meng replied, "It's just that I didn't expect that among the major main lines we led, the first to have a large amount of funds to take the initiative to undertake the market, and the one that secretly raised money on a large scale would be the 'military industry' line. Originally, I thought that the line of "big infrastructure" was the main field with more market popularity and expectations, and it was easier to accumulate funds."

"It doesn't matter which line field the funds agree with." Su Yu smiled and responded, "As long as the market is spreading in the direction we expected, there will be no problem."

"Boss, since the line of 'military industry' has changed, do we... need to stimulate it further?" Wang Can pondered for a moment, and said, "Should we induce the market in this field to cause hot spots in the market?" From the two hotspots of 'Internet Finance' and 'E-Commerce' to the field of 'military industry'? Didn't you say before that the Shanghai Stock Exchange Index will only be able to spread deeply from these two hotspots to the fields of 'big infrastructure' and 'military industry'? Really open up space, break through and stand firm at 2300 points, now...should be an opportunity?"

Su Yu responded: "The hype sentiment and capital follow-up effect of the two hot concepts of 'Internet finance' and 'e-commerce' have not expanded to the extreme, and the active capital groups in the entire market are still concentrated under the follow-up effect. In these two hotspots, there is no sign of spillover, of spread."

"Wait a little longer..."

Su Yu paused for a while, and continued: "Wait until the hype sentiment and follow-up effect of the two hot concept sectors of 'Internet Finance' and 'E-commerce' climb up for a while, and a substantial daily limit tide is formed. At the same time, We also have to wait for the divergence within the "concept growth stocks" sectors that have performed strongly in the past few days such as "apple concept", "film and television entertainment", and "domestic software" to expand. With further outflows, we can further guide the market and penetrate into the two main lines of 'military industry' and 'big infrastructure' with relatively large market capitalization, so as to reactivate the market in these two fields."

"Boss Su, the iron and steel sector seems to have undergone obvious changes." While Su Yu was speaking, Zhao Lijun also hurriedly reported, "Oh, no, to be precise, the components of the 'special steel' sub-concept sector have changed. .”

Hearing Zhao Lijun's words, Su Yu turned his attention to the sectors mentioned by the other party. Sure enough, he saw that many constituent stocks such as 'Fangda Special Steel, Fushun Special Steel, and Bayi Iron and Steel' all had an obvious upward trend of heavy volume, and on the market The main buyer of loneliness also has obvious signs of increase.

"In the field of the steel plate, the changes in these checks seem to be related to the concept of 'military industry', right?" Before Su Yu could respond, Zhang Guobing pondered for a moment and then said, "Boss Su, look at this, in this field, There should be some potential benefits in the news.”

"A benefit in the direction of 'military industry'?" Wang Can asked.

Zhang Guobing thought for a while and responded: "It must be related to this direction, but it doesn't necessarily mean the direct 'military industry' direction."

"Special steel..." Su Yu pondered, "This is the basic material demand side for the development of 'military industry'."

Thinking of this, Su Yu once again carefully observed the stock price trend of similar stocks on the market, as well as the follow-up strength of the buying funds, and confirmed that there are indeed main funds that continue to increase their positions here, so he quickly turned to the company's market intelligence department Lin Antu made a phone call.

"Hey, President Su, is there anything urgent?" Lin Antu responded on the phone.

Su Yu responded briefly, and then said: "Director Lin, ask if there is any new important news in the market news, especially in the direction of 'military industry'."

"Okay!" Lin Antu nodded and responded, "At noon at the latest, I will report the results to you, Mr. Su."

"Yes!" Su Yu responded, and then hung up the phone.

"President Su..." At the moment when Su Yu hung up the phone and turned his eyes back to the trading market of the two cities again, Zhang Guobing thought for a while and continued, "Actually, the changes in the constituent stocks of the 'special steel' sector are very important to us. In other words, it is completely a very good intermediate bridge for the linkage between the main line of the 'big infrastructure' and the main line of the 'military industry' sector!"

After being reminded by Zhang Guobing, Su Yu's eyes lit up instantly, and he laughed and said: "It's true, through this sub-concept section, it is indeed possible to combine the two main market trends of 'military industry' and 'big infrastructure'. , but...the real linkage needs further development of news and expected sentiment in this regard.”

Along with the discussion among the people in the trading room, and the continued development of the market conditions.

Same moment.

Inside Yanjing, a company named 'Yihe Capital Company', the main fund it manages is in the trading room.

Chen Yihe, fund manager and general manager of the company, was holding the phone he had just hung up in his hand. The excitement and excitement on his face could be described as palpable. He was quickly ordering a group of traders in the trading room to increase their positions substantially. Fushun Special Steel, Bayi Steel' and other target stocks.

Of course, the changes that the entire 'Yuhang Department' perceived in this field before were also their handwriting.

"Mr. Chen, these few target stocks don't seem to be anything special!" During the actions of the traders to increase their positions, Gao Xiang, as the leader of the trading team, was full of doubts in his heart. He endured it for a long time, and finally couldn't help it. Asked, "Isn't it too aggressive for us to increase our positions?"

Chen Yihe smiled, and said, "Don't care about the fundamentals of these checks, just keep buying. I will bear the risks."

Hearing Chen Yihe's words, Gao Xiang thought about it, and knew that there should be some certain benefits.

"Should we just buy as many as there are offers on the market?" Gao Xiang asked after a pause.

Chen Yihe nodded, and said: "Yes, buy as much as there are selling orders on the market. After buying short chips at the current price, then continue to push up the stock price to attract more selling orders. At this time... As long as there is selling on the market, no matter how much we eat, we should be able to make money."

"How big are the benefits?" Gao Xiang pondered for a moment, then continued, "If the potential benefits are big enough, I think we can try to pull the board and buy all the chips in one go."

Seeing that Gao Xiang's appetite was bigger than his own, Chen Yihe was silent for a moment, and responded: "It is uncertain how big the benefits will be, but in this direction, there must be potential benefits that will be announced soon. No matter how big the situation is, it’s better to attack cautiously, the action of pulling up the board to attack is too aggressive and not advisable.”

"Okay!" Gao Xiang saw the specific market news, it was difficult to understand, and Chen Yihe still lacked some courage in the trading strategy, so he nodded, and followed Chen Yihe's opinion, giving up the relatively aggressive strategy of increasing positions , I chose to eat chips and increase my position step by step.

And with their actions on the branch concept of 'special steel'.

The market trading time has passed 11 o'clock in the morning, and the market pattern of the two cities has not changed much compared to before. The Shanghai stock index is still hovering at 2300 points, and the 'big infrastructure', 'big finance', ' Although the overall market of various industry sectors and concept sectors has recovered, there is still no strong momentum to attack; the major indexes such as the Shenzhen Stock Exchange Index, the ChiNext Index, and the Small and Medium-sized Index Index also remain flat Vibration in the vicinity, among which the main sectors of the "growth stock" concept of "Apple Concept", "Film and Television Entertainment", and "Domestic Software" have slightly weakened in volume compared with before, but the market divergence is still huge.

Of course, in the case of little change in the major main lines of the market as a whole.

The prices of the two hot sectors 'Internet Finance' and 'E-Commerce' are still undergoing in-depth changes. Not only have the two major concept sector indexes risen above the 3% mark at the moment, but the related core constituent stocks have totaled 8 stocks hit the daily limit.

In the observation of the 'Yuhang System', there are changes in the 'Military Industry' and 'Steel' sectors.

Although the two major sectors have rushed to the forefront of the industry and concept sectors in the two cities, compared with the two hotspots of 'Internet Finance' and 'E-commerce', investors' attention and capital follow-up sentiment are not high, and the market is widely invested The investor group did not link the changes in these two major sectors with the market changes in the two hot spots of 'Internet Finance' and 'E-Commerce' to clarify the logic of the hype.

"Boss, the market is in such a state that it feels like it's deadlocked again!"

At 11:05 a.m., inside Zexi Investment Company and the trading room of the main fund in Shanghai, Zhou Kan stared at the changes in the two markets and frowned: "The Shanghai stock index is surrounded by 2300 points, but the Shenzhen stock market, the ChiNext index, the small and medium-sized The board index and other medium and small-cap concept growth stocks have shown an obvious trend of heavy volume and stagflation. There is a need for adjustment, but they are still at a high level in the intraday. They do not adjust life and death. Lighting up is not the case, I feel that the market is likely to enter the stage of shrinking and sideways adjustment here.”

"Not exactly." Xu Xiang, who was next to Zhou Kan, responded, "With the two hot spots of 'Internet Finance' and 'E-commerce' soaring, the market is still slowly opening up space, especially in the field of the main board. However, the popularity and emotions are clearly gathering slowly."

"You pay attention to the line of 'military industry', and several conceptual sectors in the field of 'big infrastructure'."

"Although the trends of the relevant industry sectors and concept sector indexes have not changed much, the buying orders on the disk for many core constituent stocks are obviously much more active than before."

"For example, Huaguo Railway Construction, Huaguo MCC, Huahang Optoelectronics, Fangda Special Steel, Valin Steel, Fushun Special Steel... You can clearly feel that their boards are getting stronger and stronger, and From the perspective of market trends and feelings, the logic followed by the main buying funds of these individual stocks at this moment is the same as the previous "concept growth stocks" riot stage, "Tianshan Cement, Beijiang Communication Construction, Shanghai Construction Engineering, Pudong Construction... 'The logic of rioting and hype for a group of stocks should be completely different."

"Moisturize things silently!"

"The main line of core weight in the direction of the main board seems to have not changed. In fact, smart funds from all parties are slowly infiltrating. On the other hand, sentiment and discussion are still hot. On the surface, the inflow of main funds is still very large. "Apple concept", "film and television entertainment", "domestic software" and many other "concept growth stocks" sectors, there is no such feeling at all."

"Wait patiently..."

When Xu Xiang said this, he smiled and said: "The market is trending upwards, and a new turning point should be approaching."

"I hope!" Zhou Kan nodded, still hoping in his heart that the market conditions would change as Xu Xiang expected, "If you still can't break through, keep going horizontally, and the K-line charts in all aspects of the market go bad again, then the market will adjust." The time and space will become longer and longer.”

While the two were talking, the market trading hours continued to move forward.

Finally, when 11:30 came and the two markets ushered in the noon closing time, the Shanghai Designated Index was at 2298.96 points, up 0.26%, the Shenzhen Stock Exchange Index rose 0.11%, and the ChiNext Index and the Small and Medium-sized Board Index fell by 0.09% and 0.17%, of which the total turnover of the two cities was 529.36 billion, which was slightly shrunk compared with the previous two days.

In addition to the index, the concept of hot spots in the two cities and the performance of popular stocks.

I saw that the two hot concepts of 'Internet Finance' and 'E-Commerce' led the rise in both cities, and the half-day sector rose by more than 3.3%, and within the two hot concept sectors, a total of 9 stocks touched the daily limit position, 8 The daily limit of several stocks was blocked, among which the popular stocks of "Hengsheng Electronics, Jinzheng Stock, Yinjie Technology, Sanjiang Shopping, Pegasus International, New Huadu, Toocle, and Small Commodity City" were all blocked.

As for the popular concept sections of 'Film and Television Entertainment', 'Apple Concept' and 'Domestic Software'.

After being in the red for a while, the indexes of various concept sectors fell back to a flat or slightly down trend at the close of the noon. Among them, the index of the "domestic software" concept sector fell by about 0.65%.

And many core hot stocks within these popular concept sectors, such as 'LeTV, Huayi Brothers, Huace Film and Television, Netspeed Technology, Crystal Optoelectronics, Anjie Technology, Lixun Precision...', etc. It showed a trend of rising and falling after heavy volume, or stagflation due to heavy volume. Among them, "LeTV" closed a 5% decline after continuing to explode with a volume of 0.89 million in half a day, underperforming the major core indexes of the market.

Facing such a closing situation at noon...

The majority of investors in the market are somewhat disappointed, especially the investors who once held high positions in the popular "concept growth stocks" such as 'Apple Concept', 'Film and Television Entertainment', and 'Domestic Software'. They all started to scold their mothers.

Moreover, at the time when everyone was discussing fiercely, they lost confidence in chasing positions and continuing to be optimistic about the main line of the "concept growth stocks" field.

At 11:38, head in the direction of 'Military Industry'.

The market news about the restart of "nuclear power" began to blow to the entire market like a gust of wind, attracting the attention of many investors.