The investment era of rebirth

At the same time, news related to 'restructuring of military industrial enterprises' and 'asset securitization of military industrial enterprises'.

At the same time when the market news of the restart of "nuclear power" was raging like wind, it quickly spread to the majority of investors in the market, which aroused the attention of investors from all aspects of the market.

"It's no wonder that the lines of 'military industry' and 'special steel' have become fields where the market diverged and deepened after the concept sectors of 'Internet Finance' and 'E-Commerce' broke out." Seeing the changes in market news, Yu Hang, inside Anzhao Fund Company, in the trading room of the main fund, Qin Qiuyue, the fund manager and general manager of the company, suddenly said, "It turns out that there is a potential positive stimulus."

"Boss Qin, this should be a good thing for us, right?" Zhou Hui, the head of the fund trading team, said.

Qin Qiuyue nodded, and responded: "Of course it's a good thing, but I don't know if following this favorable wind, this line can really walk out of the independent market."

"It should be possible!" Zhou Hui said, "Looking at the market trend in the morning, the core stocks of the 'China Airlines Department' and 'Aircraft Development Department' are obviously stronger than the performance of the market, and the active buying on the market is also Pretty positive, the overall strength pattern, has started to shift."

"However, there are obviously some shortcomings in terms of capacity." Qin Qiuyue's expectations in her heart were not as optimistic as Zhou Hui's.

"Well, that's a problem." Zhou Hui nodded in response, then thought for a while, and then said, "However, after the emotional brewing in the afternoon, there should be a significant change in the trend in the afternoon, and there is a high probability that it will be able to make up for it." At the moment, in terms of disk performance, there is a problem of insufficient energy.”

"On the whole, it is still necessary for the Shanghai Stock Exchange Index to stand firm at 2300 points in order to really open up the market's upward space!" Qin Qiuyue said, "Otherwise, even if there is good stimulus, it will be difficult to have a sustainable market."

"Yeah!" Zhou Hui nodded, and said again, "But the differences between the Shanghai and Shenzhen markets today don't seem to be that big."

Qin Qiuyue chuckled, and said: "It's not that the differences are not that big, but that in the direction of the 'growth stocks' in the Shenzhen market, the money-making effect is a bit ebbing, and the funds of all parties are not willing to continue chasing up, but the overall mood and The market hotspots are mainly concentrated in the small and medium-cap concept stocks in the Shenzhen market.”

"I always feel that the market is about to switch between high and low." Zhou Hui thought for a while and said.

Qin Qiuyue responded: "I'm afraid it won't be that easy. In the line of 'growth stocks' in the Shenzhen market, I feel that the main funds in the market have not given up."

"However, the main concept lines of 'Apple Concept', 'Film and Television Entertainment', and 'Domestic Software' are already very high volume." Zhou Hui said, "At this level of volume, the stock price can't even go up. , there is a collective trend of heavy volume and stagflation, which means that the upward pressure is extremely high, and it is time to adjust these lines."

"even if……"

Zhou Hui paused, and then said: "The line of 'growth stocks' in the Shenzhen market can still maintain its popularity, so the profit-making effect of the market will definitely spread further, and the market rotation is estimated to be faster and faster. "

"On the whole, I think at this time, the market opportunities for the main line fields of 'military industry' and 'big infrastructure' in the main board direction are obviously greater than those in the direction of 'growth stocks' in the Shenzhen market, so... President Qin, should we be in this position? , and adjust the position structure a little bit?"

Qin Qiuyue was slightly taken aback, and said with a smile: "Our positions are already concentrated, how do you want to adjust?"

"Further reduce the proportion of positions held in the direction of 'growth stocks' in the Shenzhen market, and at the same time, further increase the weight of positions in the directions of 'military industry' and 'big infrastructure'." Zhou Hui said with a smile, "The market trend is developing like this, and there are news on the surface. I think we can seize this opportunity with all our strength.”

"Your gamble is bigger than mine." Qin Qiuyue smiled, but did not object directly.

Zhou Hui turned her eyes and said with a smile: "This is also the good teaching of Mr. Qin. The Shanghai stock index is surrounded by 2300 points, and the market is obviously picking up in the direction of 'military industry' and 'big infrastructure'. At the same time, the Shenzhen stock market is growing." The discrepancies in the direction of stocks, as well as changes in volume and energy, are increasingly pointing to a state of adjustment, so we can make adjustments under relatively clear investment opportunities, which is actually not a gamble."

"And, speaking of courage..."

Zhou Hui smiled, with a hint of fascination in his eyes, and continued: "That President Su of the 'Yuhang Department' is a big gamble, and the tens of billions of chips are almost all focused on the 'big infrastructure', In the field of 'military industry'."

"Okay!" Qin Qiuyue thought for a while, nodded and said, "After the market opens in the afternoon, we can adjust the position according to what you said. Since we identified the line of 'military industry' early in the morning, we shouldn't hesitate to argue with you." Hesitation, in the financial trading market, doubting oneself is often a taboo in trading.”

"Okay!" Zhou Hui continued to ask while making the trading plan for the afternoon under Qin Qiuyue's instructions, "Does Boss Qin have any new ideas for the target of rebalancing?"

"What do you think?" Qin Qiuyue asked back.

Zhou Hui thought for a while and said, "What does Mr. Qin think of 'Special Steel', a small-scale feeder concept segment sandwiched between the two major industry segments of 'Steel' and 'Military Industry'? Especially the 'Fushun Iron and Steel, Fang Big Special Steel, Bayi Iron and Steel, and Valin Iron and Steel' these few checks."

Qin Qiuyue looked at the midday closing results of these checks and the related K-line trend, and responded: "From a technical point of view, the trend is good, and there are signs of continued attention of the main funds. From a fundamental point of view, it seems to be quite good. It’s commonplace, why do you take a fancy to these checks?”

Zhou Hui responded: "The current fundamentals of these checks are quite common, but the collection of 'military industrial enterprise restructuring', 'military industrial enterprise asset securitization', 'nuclear power restart', 'accelerating urbanization', 'high-speed rail A series of conceptual stories and favorable policies such as construction' and 'real estate recovery', the future main business products of these checks have huge potential revenue scale explosion and profit explosion expectations! For example, the check of 'Fushun Iron and Steel' , in its main business, the core steel products it produces are mainly supplied to the direction of "nuclear power" projects and the direction of "military industry" product manufacturing. Now when the policies of these two supply ends are tilted, there is an expected outbreak of scale Now, it is hard not to improve the future performance of this check.”

"Fangda Special Steel, Valin Iron and Steel, Bayi Iron and Steel...these checks all have the same expectations."

"So, I think there is a huge difference in expectations and the potential for a corresponding market explosion in this unpopular field that is still relatively low in market attention."

"Awesome, Xiaohui!" Hearing Zhou Hui's analysis, Qin Qiuyue's thinking changed instantly, and she also instantly understood the investment value in this direction, smiling authentically, "Indeed, with the great development of 'national defense industry' , and the recovery of "big infrastructure", the further advancement of "urban construction", and the restart of "nuclear power" projects in the current market news, there is indeed a big difference in expectations in this direction."

"Then Qin always agreed with my suggestion?" Zhou Hui asked.

Qin Qiuyue nodded and said: "It's hard to disagree. After the opening of the market in the afternoon, we will switch positions and swap stocks according to the direction you said and the target stocks. This time... whether it is life or death, we will bet on 'military industry',' Infrastructure' this direction."

When the two of them readjusted their trading strategies based on news from various aspects of the market, they planned to further concentrate the weight of the fund's holdings on the two major directions of 'military industry' and 'infrastructure'.

The market at this moment, the discussion area where other investors gather...

Based on changes in market news, everyone has listed the concept of 'military industry', the concept stocks that benefit directly and the concept stocks that benefit indirectly, and, as time goes by, the check of 'Fushun Iron and Steel' has realized its hype value Investors are also increasing.

"'Nuclear power restart', 'military industry restructuring', the market trend has changed really fast!"

In the heated discussion among investor groups, many friends in the main hot money group of Yuhang where Su Yu belongs are also feeling emotional.

"The benefits of the 'military industry' direction have been there before? It's just that in this direction, there has been no consistent hype expectation like the 'film and television media' before. Today, the market trend has turned this direction again. It can only be said to be positive." 'Old topic and new speculation' cannot be said to be a new hot spot conversion."

"At this time, it's actually good to have some news about this."

"Indeed, the two hot concept sectors of 'Internet Finance' and 'E-Commerce', although the hype is expected to be strong and the effect of making money is strong enough, but the volume is too small, and there is too little active capital to support it. The whole market has changed, and now the good news about the 'military industry' direction has re-stimulated the sentiment in this direction, which should help the market to complete the 'high-low switch' market conversion."

"It's true, I didn't keep up with the first wave of the market in the two hot sectors of 'Internet Finance' and 'E-Commerce' in the morning, and when I got the check from 'Huace Film and Television', I didn't know what to buy for a while. , I feel that except for the two hot sectors of 'Internet Finance' and 'E-Commerce', the entire market... is in a mess. Now... I hope that the line of 'Military Industry' can really come out in the afternoon and carry the market trend. Otherwise, the market will continue to fluctuate sideways here, which will only consume everyone’s enthusiasm and prolong the time and space for market adjustment.”

"The market has developed to this stage. If the 2300 point does not break through and stand firm, the market can only go down."

"Swinging sideways for too long, the curse of 'a long-term fall' will be more likely to be realized."

"I hope the line of 'military industry' can become an opportunity for the market to truly break through!"

"At present, we can only hope for this line. After all, 'Apple concept', 'film and television entertainment', and 'domestic software' are popular main line fields of "concept growth stocks". The pressure is extremely high, and it is no longer possible to achieve a rapid upward trend.”

"Hey, it's mainly because the check from 'LeTV' is so frightening."

"The main agency that is mainly attacking the check of 'LeTV' is really crazy. Its emotions and expectations are not enough, and it is still pushing hard, which directly leads to the fact that no one dares to chase after it."

"The key point is that 'Huace Film and Television', a stock that has been linked to the board for a few days, has gone too badly today, failing to gather the effect of making money, and hurting the sentiment and popularity of the entire main line."

"There is also Mr. Su's 'Wealth Road' who has made huge profits in the field of 'film and television media' and is constantly selling it!"

"In short, for the line of 'film and television media', it is absolutely inappropriate to pursue this wave of disk analysis until the market trend is not re-shrunk."

"It seems...the market will develop in the direction that President Su publicly predicted before."

"Well, if the 'military industry' brings up the market, then the line of 'big infrastructure' that Mr. Su is optimistic about is bound to move."

"It seems that the direction of follow-up hype will have to focus on 'military industry' and 'big infrastructure'."

"In fact, the market enthusiasm, investor attention, and hype sentiment on the line of 'big infrastructure' have not been bad. The current stock prices of many popular concept stocks in small and medium caps are also near high levels. Generally speaking, The line of 'big infrastructure' should be the strongest main line in the market."

"I agree. In fact, the market has always had funds, and there is speculation around this line."

"I look forward to the performance of the line of 'big infrastructure'. I feel that this line does not move, and the market does not move. The correlation is basically tied together."

"Hey, if it's laid out in advance, which area of ​​the 'big infrastructure' are you optimistic about?"

"Today's 'steel' industry sector is doing well, especially the checks of 'Fushun Iron and Steel, Valin Iron and Steel, Bayi Iron and Steel, and Fangda Special Steel'."

"The market popularity of the 'Fushun Iron and Steel' check has soared so fast."

"It's about to become one of the top ten most popular stocks in the market. This afternoon's check... probably has a daily limit, right?"

"I dare not say the daily limit. After all, the circulation of this check is not small, but the market will definitely not be bad, and the current stock price of this check is really low. It has both 'infrastructure', 'military industry', 'nuclear power', and 'state-owned enterprises. "Reform" and many other concept stories and expectations, the hype is really full, but it's a pity...why didn't I notice this stock before."

"This check, depending on the situation... may become the core hub of the entire market, where the market diverges from 'military industry' to the 'big infrastructure' field!"

"The more I look at this check, the more I feel that the follow-up trend of this check is promising."

"A stock with great leading potential."

"It's no wonder that the popularity of this check has soared so quickly at noon. There are a lot of smart funds and investors in the entire market!"

"Nonsense, the stock game market, so there are no novices and fools talking about it, hey... I didn't pay attention to it before, I hope this afternoon's check can give a better buying point."

"Don't think about any better buying points, it would be nice to be able to buy before the daily limit."

"With a market value of more than 70 billion, and it is a fully-circulated bargaining chip, and it has fallen for several years in a row, the stock price is at the bottom of the historical cycle. The bargaining chip loosened a bit after the previous "steel" sector followed the "big infrastructure" change in April and May. Bo, the internal bargaining chip structure should still be relatively chaotic, and it is not so easy to raise the limit."

"However, the value of the hype and the expected space are still quite high. It is not a joke to say that this check has the potential to lead!"

"Hey, I didn't say anything, I'll make the check this afternoon!"

The news in the group was refreshed rapidly, and during these news refreshes, the hot money bigwigs gathered in the group, under the influence of the market news at noon and the derivation results of the market trend in the morning, their eyes also began to focus on the market in the morning. Market 'military industry' and 'steel' in unpopular sectors.