The investment era of rebirth

"There is also the 'Huaguo Railway Construction' check, and Mr. Su's 'Fortune Road' also intervened."

"I have to say that the 'Huaguo Railway Construction' check list is really exciting, a truly luxurious lineup, not only the 'Fortune Road' of President Su, but also the 'Chunhui Road' of President Zhang, There is also Mr. Liu's 'Beiyuan Avenue', and...institutions also participated. Apart from a few big bosses, the two institutions bought a total of 2.16 million funds. Fuck, this is really the most luxurious thing I have seen this year The dragon and tiger list."

"Among those two institutions, one should be the associated seat of President Su's Fortune Road?"

"It doesn't seem to be the case. Looking at the historical buying traces of these two institutions, they have nothing to do with Mr. Su's 'Wealth Road'. There is a high probability...it is the 'National Team' or other big institutions, right?"

"Zhengjin and Huijin have special seats, so it shouldn't be the 'national team'?"

"The 'national team' in the arena is not limited to the two big guys of Zhengjin and Huijin, so...it is impossible to judge from the seats alone."

"Whether it is or not, the two lines of 'infrastructure' and 'military industry' today absorb a lot of incremental funds."

"Yes, the net inflow of funds from these two main lines today is astronomical!"

"Whether it is from the analysis of today's market trend or the data analysis of the Dragon and Tiger List at this moment, it is certain that the market has already formed a change in market style."

"High-low switching, or [-] switching?"

"At present, there are more signs of 'high-low switching'. As for the '[-] switching', at least it is not visible yet."

"I don't think it will form a continuous 'Shanghai is strong and Shenzhen is weak' pattern?"

"I also don't think so. I don't think it is advisable to be optimistic about the continuous trend of 'Shanghai is weak and Shenzhen is strong', or the continuous trend of 'Shanghai is strong and Shenzhen is weak'."

"Indeed, although the seesaw effect of the market has always existed, in fact, the market in recent months has been seriously calculated. Neither the Shanghai stock market nor the Shenzhen stock market has always occupied the hot spot of the market. It feels that the core direction of the market has always been at both ends. After jumping, which side rebounded to a higher height, profit-making piled up, and it was not suitable to go up after emotional exhaustion, all the active capital groups in the field immediately began to gather and flow to the other side."

"So, the probability of '[-] switch' is still low. At present, it is better to follow the market of high and low switching."

"No matter what kind of logical transformation it is, the core hotspots of the current market have been focused on the two lines of 'infrastructure' and 'military industry'. There should be no objection."

"There is definitely no objection to this. On the whole, no matter what aspect it is, the trend shape and volume performance of the two lines of 'infrastructure' and 'military industry' are the best."

"Then follow-up, it's done around these two main lines."

"Although the main market hotspots of the market are focused on the two main lines of 'infrastructure' and 'military industry', specific analysis shows that within these two main lines, the most potential hot spots of the market can still be pondered. To buy stocks, you have to buy a leader anyway.”

"The stocks that are obviously the main attack today are the checks that Mr. Su's 'Fortune Road' has gathered to increase the position?"

"There are still a few stocks that are not on the Dragon and Tiger list, such as Huahang Optoelectronics, Hangfa Power, North Navigation, Huaguo North Vehicle, Huaguo South Vehicle, Huaguo Construction...these stocks."

"The core large-cap blue-chip stocks must be these. The concept stocks of small and medium-cap stocks, such as 'Shanghai Construction Engineering, Pudong Construction, Tianshan Cement, Beixin Road and Bridge', which have performed relatively strongly in the past few days, are actually not bad. , I personally feel that it is worth doing.”

"It's almost like this, but if you want to talk about leading the rise and popularity, you have to be the 'Fushun Special Steel, Huaguo MCC, Huaguo Railway Construction, Beijiang Communication Construction', and..." Beijiang Communication Jian' this check, this should be the second round of hype, right? I feel that the hype space for this check is really not small."

"By the way, does anyone pay attention to the check of 'Chengfei Integration' today? I feel that the daily limit of this check is not easy!"

"Isn't this check following the change of the 'Military Industry' section?"

"It is not only following the trend of 'military industry', but also the injection of military industry assets in the market rumors. The concept of mergers and acquisitions is Dongfeng in it. I always feel that this check is very likely to become the line of 'military industry'. The next The leader of popular hype, the daily limit of this check today is really very beautiful."

"This cheque, in terms of its trend shape and performance, is indeed quite good in all aspects."

"Let's take a look at the continuation of the trend of this check tomorrow. At present, in terms of market attention, this check does not receive much attention."

"The hotspots in the direction of 'military industry' should be 'Beidou navigation' and 'domestic aircraft carrier'?"

"How do I feel that it is in the aspects of 'military industry assets reorganization' and 'military industry asset securitization'? And from this aspect, Northern Navigation, the only concept stock with overall military industry assets injected into the market in the two cities, has a lot of hype potential. "

"For the two lines of 'military industry' and 'infrastructure', apart from the good news released in the previous market news, other related investment logics have always been carried out around the 'reform and reorganization of state-owned enterprises and central enterprises'. It is the fundamental general direction of the underlying investment logic of the main line of the market.”

"It makes sense. If the market really wants to penetrate deeply into the main board, the big concept of 'state-owned enterprise reform and restructuring' will definitely have potential to be tapped."

"Currently the market has not reached the stage of deep penetration, let's follow Mr. Su's 'Wealth Road' first!"

"Yes, wait until this wave of market breakthroughs is finished first, and after the concentrated breakthrough of the Shanghai Stock Exchange Index, the trend will slowly slow down, and then it will not be too late to consider the in-depth penetration and divergence direction of the market."

"What do you all think, this wave, where can the stock index break through the trend?"

"At least 2400 points, can you see it?"

"2400 points? It's not difficult at all, right? Maybe next Monday, the stock index will directly break through the 2400 point mark."

"At least we can see the high point of the last round of rebound."

"2500 points? I also think it should be able to touch the rebound position of the previous round, but I don't know... can I jump over this box that has been oscillating for several years and stand above 2500 points."

"Whether it can actually break through 2500 points depends on the follow-up of incremental funds in the subsequent market."

"If the turnover of the two cities increases by a certain amount from today's level, reaching an average turnover of 2000 billion, I think breaking through 2500 points is really exciting."

"Hey, the daily turnover of the two cities is stable at 2000 billion? How dare you think about it!"

"It's not impossible. Just before the opening of the market today, who would have thought that today's market would explode so much, and the daily turnover of the two cities would reach the 1800 billion mark?"

"That's true, I hope that next... the market can follow the ideal state, right?"

"I think this round of Shanghai stock index's rebound has a high probability of breaking through the previous market high in early May, which will really open up space. After all, the last round of "big infrastructure" changes, I remember the main fund of the "Yuhang Department" under the leadership of President Su , did not fully participate in the heavy position, but just stirred up the market and made a wave of rebound, but this time... It can be clearly seen that the main force of the 'Yuhang Department' has really been heavily invested in the 'military industry' and 'infrastructure'. Two lines, at the same time... Everyone should be able to find that after the Dragon Boat Festival, the buying frequency of Mr. Su's "Wealth Road" on the Dragon and Tiger List should be the most frequent and concentrated period since Mr. Su's debut Is it time?"

"Compared to Mr. Su's previous market investment point of view that 'the bull market is imminent', I think... this time the real breakthrough in the market is really possible."

"From the analysis of the market chip structure..."

“4、5月份的那一波反弹，也震松了2500点至2300点这个区间的主板各大主线套牢筹码，使现在2500点的压力已经没那么大了。”

"Let's look at the continuity first, but... Judging from the changes in President Su's positions and the frequency of President Su's 'Wealth Road' attacks, there is indeed a high probability that there will be a relatively large market space here."

"Haha... I also feel pessimistic for several years, it's time to be optimistic."

"Since Mr. Su's 'Yuhang System' has already invested tens of billions of funds, then we... have to prepare funds too!"

"The funds of 2000 million yuan and all the net worth have been prepared, and we will wait for the market to open on Monday!"

"I believe you ghost, 2000 million is all your net worth?"

"Can't add another zero after 2000 million? But... if there is a bull market, then now is indeed the best time to take a heavy position."

"Don't talk about policy, news, and economic fundamentals. From a technical analysis alone, the Shanghai Stock Exchange Index's monthly line level is also at the time of Jincha's rise, right?"

"If this month's trend can be maintained, the Shanghai stock index's monthly line will be golden cross."

"Looking at it now, it feels like a 'bull market' is really possible! In the market, those brokerage institutions and fund institutions that are brainlessly talking about bullishness have some opinions that are not completely unreasonable."

"Anyway, looking at the K-line technical chart, it looks more and more like it."

"Then it seems that we really have to pay attention to it. The shareholder wind of 'big infrastructure' won't really be the horn of the bull market, right?"

"It's hard to say. Anyway, Mr. Su has not lost a single thing so far. This judgment on the main market nodes and this timing ability are really amazing."

"In this wave, isn't the 'Yuhang Department' going to make a lot of money again?"

"I must have made a lot of money. Now that the two main lines of 'military industry' and 'infrastructure' have exploded, the funds for the 'Yuhang Department' to carry sedan chairs are really unknown. Hey... no wonder the 'Yuhang Department' 'A few funds have such a high share premium in the market.

"Damn, when the 'Yuhang No. 3' fund was released, there were still fewer subscriptions!"

"These funds of the 'Yuhang Department' are the best fund products in the industry, right?"

"There is no doubt that it is the best, bar none."

"I don't know when the 'Yuhang No. 4' fund will be issued. Let me tell you, since Mr. Su judges that the market has the possibility of a 'bull market', he should launch a wave of fund products, and the scale will directly reach [-] billion level up."

"Fuck, your ambition is bigger than President Su's, with a scale of [-] billion? Can the market accommodate the scale of [-] billion at this time? It's really at that level, just like the 'national team' in the field. Even if you move it, it will cause a bloodbath in the market, but it is not easy to do net worth."

"That's right, it seems... I think it's easy!"

"The crowds of funds chasing the line of 'technological growth' in early trading today are really miserable, and it is foreseeable that next Monday, the line of 'technical growth' will have a tragic crash. Think about it , I also find it ridiculous. A few days ago, the offline investment strategy conference in Shanghai, and various organizations in the industry publicly shouted that "technical growth" is the future of the market. I didn't expect...just a few days, this line is dead. gone."

"Cut, those institutions...except for the centralized grouping, the level is just the same!"

"Those institutions should have discovered Mr. Su's 'Yuhang Department' funds, and invested heavily in the core constituent stocks of the main line of 'big infrastructure' early on. With a bargaining chip of [-] million yuan, they concentrated on the line of "technological growth" in order to open a breakthrough and completely avoid the funds of the "Yuhang Department". The net value of the 'Yuhang Series' fund, is it going to tear down the altar? It's a pity...the market trend is unstoppable, and the line of 'technological growth' has not yet formed a consistent market expectation under the hype of various funds pouring in, resulting in Instead, these institutions shot themselves in the foot."

"Fuck, I said why the market trend was so weird a few days ago. Your explanation makes the logic completely clear!"

"The essence is the same... These institutions, sometimes, just don't have enough structure. Now... these institutions that are concentrated in the main line of 'technological growth', next, I am afraid that they will have to cut their positions indiscriminately, stepping on each other, and dragging each other legs?"

"Even if they don't hold back, they can still carry it to death. The short-term bargaining chip structure of the line of 'technological growth' is chaotic, and there is no hot money to dare to participate in the relay and continue to assist the investment sentiment in this direction."

"After a wave of undercurrents surged, it turns out that Mr. Su is still the best, and he has always been on the right side of the market."

"At the same time, this is also the power of market trends!"

The messages in the group were refreshed rapidly, from hundreds to thousands of messages within an hour or so.

On the other hand, on the market network, various stock investment forums, communities, and financial media comment areas and other places where discussions can be discussed, the discussion among investors is also unprecedentedly intense.

And because of this intense discussion heat.

Many potential investor groups who did not pay much attention to stocks outside the market, but paid attention to the stock market, were also attracted and began to pay attention to the market again.

Of course, when the vast majority of investor groups are excited and excited.

Today, investors who have been killed by a group of core concept stocks in the main line of "technological growth" are depressed and anxious.

Among them, especially in the recent period, there are various institutional groups heavily involved in the line of "technological growth".

Relevant institutional managers and fund managers feel even more uncomfortable.

For example, within the 'Pingyin Asset Management' company, the fund investment department, Liu Ziliang, who has not yet left work, saw the rapid change in market investment sentiment, and it can be said that his teeth were gritted.

However, when he was depressed and resentful.

What broke his heart even more was that after the market leader and tiger list was announced, at around 6 o'clock in the afternoon, the new regulations on the regulation of "Internet TV" that were originally rumored in the market were released in a document issued by the State Administration of Radio, Film and Television, and completely resounded through the market. It pushed 'LeTV' and other concept stocks related to 'Internet TV' to the forefront again.