The investment era of rebirth

Chapter 563 The Journey of the Bull Market ([-])!

At this time, Su Yu also paid attention to the changes in the two concept sections of 'Internet Finance' and 'E-Commerce', pondered for a moment, and said with a smile: "Smart, start from these two concept sections, appropriately induce emotions and expectations, It is indeed able to save a little bit the collapse and stampede of the entire "technological growth" main line field, and lure some bottom-hunting funds to intervene."

"What do you mean?" Li Meng was stunned when he heard Su Yu's words, and asked, "You mean...the two concept sectors 'Internet Finance' and 'E-Commerce' suddenly strengthened in the second half of the call auction. , It is the market performance that the funds in the market are deliberately guiding or deliberately manufacturing."

Su Yu nodded slightly, and said: "This possibility cannot be ruled out, of course...'Internet Finance' and 'E-Commerce' are two concept sectors that are still expected, and there is still room for speculation. Guidance, the trend of these two concept sectors should also be different from the trend of other concept sectors in the main line of "Technology Growth", and even strengthen independently."

"If there are really funds guiding the market trend of these two conceptual sectors, what is the other party's motivation?" Li Meng asked, "And, will this have any adverse impact on the sectors in which we mainly hold positions?"

Su Yu pondered for a moment, and responded: "The biggest possibility is that the main funds trapped in the main line of 'Technology Growth' should be self-rescue. After all, if the line of 'Technology Growth' collapses, it will be completely destroyed." If liquidity is lost, even if the main funds trapped in the line of 'technological growth' want to stop losses regardless of cost, it may be difficult to really do it."

"As for the impact on our heavy warehouse sector..."

Su Yu paused for a while, glanced at the markets of the two markets that were about to end the call auction, and then continued: "Today's two main lines of 'infrastructure' and 'military industry', boosted by the hot emotions in the morning, have opened a bit. Too high, such a high opening range, in the case of insufficient incremental funds in the market as a whole, will prompt short-term profit-taking, and at the same time, it will also make many "fear of heights" funds hesitate to retreat."

"This has led to the entire 'infrastructure' and 'military industry' main-line market. After the market opens, there will inevitably be heavy shocks, and further screening and consolidation of chips."

"But overall..."

"The expectations and sentiments of the line of 'technological growth' have declined from the peak, and short-term funds are locked up, and funds eager to cut positions and stop losses are also emerging in an endless stream; in contrast, the expectations and sentiments of the two main lines of 'infrastructure' and 'military industry', But it’s still getting stronger.”

"That is, guided by market expectations and sentiment."

"Even if the market tone of these two major main lines will be repeated in the intraday trend, there will be no substantial change in the overall trend."

"At present, we only need to hold positions with peace of mind, slightly adjust the positions of individual stocks that are expected to respond adequately, and try our best to capture market profits in the changing market trends and increase the net value growth of our fund. Others...you can pay attention, But don't worry too much."

"Master..." After listening to Su Yu's analysis and interpretation of the disk, Liu Yuan thought for a while and said, "Stimulated by the trend of the 'Internet Finance' and 'E-Commerce' concept sectors and the recovery of emotions, the bottom-hunting funds in the entire market should There will also be a lot of other sectors pouring into the main line of 'Technology Growth'?"

"That is to say, today's 'technological growth' line has a high probability that the trend will be better than what we expected before the market."

"In this way, the market should not be seriously hindered by the line of 'technological growth'."

"In other words, the Shanghai stock index should still have the potential and hope to continue to break through today, right?"

"Everything is too late, I think... the index will slow down, the main market will slowly ferment, and it is not a bad thing not to overdraw expectations in one breath." Zhao Lijun took Liu Yuan's words and said, "After all, emotions and confidence are both With the profit-making effect of the market, it slowly ferments, and finally there will be quantitative changes leading to qualitative changes. If we are eager for success, I am afraid that it will destroy the original trend changes of the two main lines of 'infrastructure' and 'military industry'. The height of the mainline market has been restricted accordingly.”

"Well, Team Leader Zhao makes sense." Hearing what Zhao Lijun said, Zhang Guobing nodded in agreement, turned his head to Su Yu, and said, "President Su, at this time...except for slightly adjusting the bargaining chips of individual stocks that are expected to respond well, It’s better to keep your positions static as much as possible.”

Changes in market trends have their own inherent ecology and laws.

Now that the current market trend is already in a direction that is beneficial to them, there is no need to aggressively guide the market and promote further increases in hype.

And with the short discussion of everyone in the trading room, and the analysis of the corresponding trading strategies.

At this time, the market trading time has reached 9:25, and the call auction of the two cities has ended.

I saw that the Shanghai Index opened higher at 2381.64 points, an increase of 0.56%; the Shenzhen Index opened lower by 0.23%, the ChiNext Index opened lower by 1.19%, and the small and medium board index also opened lower by more than 1%.

In addition to the index, the market corresponds to the main line and the performance of the concept sector.

A number of industry sectors and concept sectors in the two main lines of 'infrastructure' and 'military industry' all opened higher. Among them, the three major industry sectors of 'defense and military industry', 'construction decoration' and 'building materials' all opened higher than A number of industry sectors and concept sectors in the main line of "Technology Growth" showed a relatively differentiated opening performance.

For example, the three major concept sectors of 'film and television media', 'domestic software' and 'Apple concept' all opened lower by more than 1.5%; Almost flat.

As for the performance of popular stocks in the two cities.

'LeTV' had a one-word limit down, with more than 45 orders closed, and the panic selling sentiment on the market reached the extreme; 'Huayi Brothers' opened 5.76% lower, and the active selling orders also completely suppressed the buying orders on the market; 'Wangsu Technology' opened 4.12% lower, and the volume of active sales was still huge, but the panic selling sentiment was not serious; 'Fushun Special Steel' opened 4.37% higher, and the volume performance was very active; Jian' opened 3.13% higher. Although the volume performance is still relatively active, the hype sentiment and market heat have declined compared to the previous two days; 'Shanghai Construction Engineering', 'Tianshan Cement', 'Chengfei Technology', 'Hongdu Aviation', a group of popular stocks, has increased market attention, and the opening range is between 1.5% and 3%, which is quite in line with the market's pre-market expectations.

Faced with such a polarized market opening situation...

The discussion among the majority of investors in the market is becoming more and more intense. At the same time, the direction of their inner expectations is also continuously changing.

"Sure enough, the two main lines of 'infrastructure' and 'military industry' have led the market across the board."

"The line of 'technological growth' was completely destroyed by the stock of 'LeTV'. Damn... the check for 'LeTV' was soaring before the big bearish. I don't know how many people have been buried in this round. ah!"

"Hey, 'LeTV' is bad news, I really didn't expect it."

"Facts have proved that the expected logic of the line of 'technological growth' is false logic, or 'big infrastructure' is reliable. This round of 'big infrastructure' market should be a clear reversal trend?"

"It must be reversed. Look at the check of 'Huaguo MCC'. It has risen and fallen... Until now, it has doubled from the bottom without knowing it. You must know that this is a blue-chip stock in the big market. , I was thinking... Does the trend of 'Huaguo MCC' mean that the blue chip market will start in the second half of this year?"

"Is there a collective blue chip market? No way? Looking at the market at present, there is not so much incremental funds to support the collective movement of blue chips!"

"Although the index has undergone a transformation of the '[-] pattern', I think the follow-up market performance should still be a partial market trend. After all, there has been no essential change in market capital. No matter how strong Mr. Su of 'Yuhang Investment' is, It is impossible to generate a large amount of market incremental funds to continue to undertake the market, right?"

"Yes, I also think that there are more local market patterns."

"Even if it is the overall pattern of the local market, it will not affect the market interpretation of the main lines of 'big infrastructure' and 'military industry'? It will not affect the continued upward breakthrough of the Shanghai Stock Exchange Index, will it?"

"Comparing the current positions of the Shenzhen Stock Exchange Index and the ChiNext, the Shanghai Stock Exchange Index should have broken through long ago."

"Speaking of the valuation of the blue chips in the market, the scissors gap between the valuation of the ChiNext and the small and medium-sized "technology growth" stocks is indeed too stretched, and there is indeed room for valuation restoration."

"Not a valuation fix, but expected growth."

"Valuation repair superimposes expected growth logic? Haha... It seems that the 'Davis double-click' can also be seen in the large-cap stocks of the main line of 'big infrastructure'."

"'Huaguo China Railway, Huaguo Communications Construction, Huaguo Railway Construction, Huaguo Construction...the group of 'big infrastructure' weight stocks collectively changed, and it has never happened before. If the follow-up market can continue this trend, I believe The stock index will soon see the 2500 point, after all, the weight pulls the market, and the speed is quite fast."

"I still hope that the rise will be slower, so that funds from outside the market can gradually come in."

"Indeed, the rise is too fast, and the funds outside the market are not easy to enter the market, or... are not willing to enter the market."

"The line of 'technological growth' should be adjusted for a period of time. 'Infrastructure' and 'military industry' dominate the trend of the market. If it can really form a '[-] pattern', it will guide the market's expectations collectively in this direction. Transformation, then the follow-up market space...should be relatively large."

"At least 2500 points can be seen first?"

"It should be able to see 2500 points, after all, there is really not much distance up."

"If you want me to say, don't look at the position, it is more practical to focus on the current market of individual stocks. The check of 'LeTV' is completely dead. If you don't adjust it for half a year, there is no way to digest this round of concentrated lock-ups. , and the collapse of "LeTV" also shook the entire investment logic of "technical growth", so... the line of "technical growth" must not be touched. Now to do it... can only choose Expectations and emotions are still growing in the 'military industry' and 'infrastructure', hehe... Fortunately, I hesitated for a while before short positions, and this time I finally got a little bit of the initiative."

"In the direction of individual stocks, the strongest trend at present should be the check of 'Beijiang Communication Construction'?"

"Not necessarily. I think the check for 'Beijiang Communication Construction' has turned from strong to weak, and the mission of this check has been completed, right?"

"If you want to say that the market is moving towards the direction of 'big infrastructure', then the mission of this check is indeed completed."

"The market sentiment of 'Beijiang Communication Construction' has indeed declined, and this check is actually mediocre in terms of future expectations, and there is no basis for trend hype!"

"The check for 'Northern Xinjiang Communication Construction', I estimate that once Mr. Su's 'Wealth Road' comes out, the market will be about the same."

"This cheque, after all, is not in a low position, and the one that goes up first must be adjusted first."

"Compared to the check of 'Beijiang Jiaotong Construction', the leader of the check of 'Fushun Special Steel' is stronger. After all, this check follows the expected logic of the main lines of 'infrastructure', 'military industry' and 'nuclear power' , They are all closely related, whether it is logical expectations or performance expectations, there is no need to choose, and after the previous daily limit, the hype sentiment has completely risen, and I feel that market hot money will definitely continue to make this check market."

"I also feel that the logic of the 'Fushun Special Steel' check is better."

"What about the check of 'Chengfei Technology', do you have any ideas? I think this check has the potential to continue to explode, and it has the opportunity to become the concept leader in the direction of 'military industry asset restructuring'."

"'Chengfei Technology' is indeed a good check, but isn't the circulation a bit big?"

"It's not as big as 'Fushun Special Steel'. Compared with 'Huahang Electronics' and 'Aerodynamics', it should be more suitable for capital speculation."

"It depends on the specific preferences of market funds. I feel that no matter which check is good."

"It should be better to buy the stocks held by Mr. Su' Fortune Road. Anyway, in terms of the logic of 'infrastructure' and 'military industry', if you follow the stocks held by 'Wealth Road', there is a high probability that you will not lose money. .”

"Now in the market, there are more and more people following Mr. Su's 'Wealth Road'."

"That is, Mr. Su's 'Fortune Road' stocks are extremely vulnerable to speculation. Apart from continuing to chase higher, it is actually not easy to participate."

There were heated discussions among many investor groups in the entire market.

The short 5-minute suspension time of the market passed in a flash, and before you knew it, 9:30 came, and the two cities ushered in the official continuous auction trading session.

I saw that the market had just resumed trading.

In just a moment, "Fushun Special Steel", which has attracted much attention and has an extremely hot emotional response, has risen in lightning, and its stock price has been chased by a series of thousands of buyers buying large orders, and it has gone straight to the daily limit; at the same time, it has also attracted much attention. On the trading board of another stock, 'LeTV', the limit-down order has increased by more than 5 lots, breaking through the huge amount of 50 lots, making the funds that want to buy bottoms and pry boards instantly discouraged!
(End of this chapter)