The investment era of rebirth

Chapter 570 The Journey of the Bull Market ([-])!
However, even if the number of listed stocks in the market has decreased a little, the overall turnover disclosed in the list has not decreased, but has increased slightly. At the same time, popular stocks that everyone is concerned about, such as 'LeTV', ' Fushun Special Steel', 'Chengfei Technology', 'Beijiang Communication Construction' and other tickets are also on the list.

Among them, LeTV's Dragon and Tiger list shows that institutions sold a net of 6100 million yuan, and small and medium-sized hot money pried out 2100 million yuan.

Fushun Special Steel's Dragon and Tiger list shows that hot money seats that are active in the market are still participating in the relay. Of course, there are also one or two active hot money that took profits and entered the market. In addition to hot money relaying each other, institutional seats are also on the list today. , bought more than 1100 million.

Chengfei Technology’s Dragon and Tiger list shows that active hot money in the market has a net purchase of more than 5100 million, of which the purchase amount is more than 7000 million and the sales amount is more than 2000 million, which proves that the main funds are very optimistic about this check, and at the same time It also shows that today's trading capital component of this check is mainly the main entry, and the pattern of retail investors' exit also shows in disguise that there is still a certain room for the future market of this check of Great Concept.

The Dragon and Tiger list of Beijiang Communication Construction shows that the net sales of active hot money seats reached more than 1800 million. At the same time, the transaction volume has increased significantly compared with the previous day, which shows that the most active hot money groups in the market have expectations for this check. It’s not high anymore, and they are basically closing when they are good, and taking profits at high positions, but fortunately, the seat of “Wealth Road” that everyone is worried about does not appear on the sell list of this check. Given the follow-up market trend of this check, Added a touch of life.

Except, of course, for these four high-profile hot stocks...

Other popular concept stocks, as long as they belong to the main line fields of 'infrastructure', 'military industry' and 'technological growth', the performance of the net buying of funds on the Dragon and Tiger list and the activity of the main hot money participation, etc. The phenomenon of polarization, that is, from the disclosed list of dragons and tigers, it can be clearly seen that funds from all walks of life in the market continue to converge on the main lines of 'infrastructure' and 'military industry'.

In addition to a lot of popular concept stocks.

Today, a stock named 'Yinkou Port' belonging to the 'port and shipping' sector also performed quite sharply on the dragon and tiger list, attracting the attention of many investor groups.

I saw that the check closed at the daily limit price today with an intraday amplitude of 13%.

According to the trading data and trading seats on the Dragon and Tiger List disclosed by it, it can be seen that the net purchase of more than 3700 million funds by institutions, and the total trading funds performance of the entire Dragon and Tiger List trading seats, the net purchase amount is as high as more than 4600 million, second only to 'Chengfei Technology' among the stocks on the list.

Of course, under the performance of net purchases as high as 4600 million.

Among the trading seats disclosed, there are no well-known hot money seats and private equity trading seats such as "Fortune Road" and "Jiefang South Road" that are familiar to the majority of investors in the market, but even so... this check is worth a lot Smart investors focus.

After all, the net buying of big funds reached 4600 million.

It is enough to show that in today's trend of this check, a large part of retail funds have been cleaned up, and the internal bargaining chip structure is rapidly concentrating on this logical point.

Moreover, in the absence of any wind, the check rose straight from the bottom, crossed 13 points, and sealed the daily limit.

It is very likely that this check has potential benefits in the market outlook.

After all, a low-profile and unpopular stock that has fluctuated at the bottom for a long time suddenly released such a huge surge of energy. Without potential positive support, the funds for pulling the market would not dare to act recklessly.

"Looking at today's Dragon and Tiger Ranking data, Mr. Su's 'Wealth Road' continues to be locked."

After the data of the market's dragon and tiger list has been refreshed, the discussions among the retail investor groups in the market have become more and more intense and heated.

"The top hot money seats on Jiefang South Road, Chunhui Road, and Siji Road seem to be locked up today."

"Big guys, locking positions, this should be a good thing, right?"

"It must be a good thing. This proves that the bosses are still optimistic about the two core main lines of 'infrastructure' and 'military industry' that have exploded."

"It's a pity that the checks of 'Hengsheng Electronics', 'Huayi Brothers' and 'Netspeed Technology' were not on the list, otherwise the list of dragons and tigers must be exciting, as well as 'Huaguo MCC', 'Huaguo Railway Construction', The popular stocks of "Huahang Optoelectronics" are not on the list. The swings of these stocks are very large today, and the divergence of funds on the market is also quite obvious. Know exactly who is buying and who is selling."

"How could it be possible to disclose so much information to you, then the bosses will have nowhere to hide."

"Be content. On the whole, through today's Dragon and Tiger Ranking data, we can already see a lot of things in the market. At least the line of 'technological growth' has not stopped the downward trend at all, and it will definitely continue to fall in the future. Especially for the 'LeTV' check, the organization cut its positions, which is really fierce."

"In the past, everyone said that the stocks held by institutions will have a relatively gentle trend. Now look at the core weight stocks of the GEM that are concentrated in the institutional group of 'LeTV' and the leading growth stocks of the main line of 'Technology Growth'. The so-called Where is the gentleness of the trend reflected?"

"Hey... This is naturally reflected in the limit board."

"Today's 'LeTV' blocked the lower limit early, but in fact it didn't release much energy at all. The trend of this check tomorrow is probably terrifying."

"Indeed, on LeTV's Dragon and Tiger list today, the sellers are basically all institutions. I'm afraid these institutions will continue to cut their positions on the floor tomorrow? Think about the stock 'LeTV' gathered, The group of institutional holdings totaling billions is really terrifying!"

"This is the tragic scene that institutions have heavily held in stocks after the investment logic at the bottom of the stock shakes!"

"Institutions have completely cut their positions, and LeTV's check has obviously fallen."

"According to this trend situation, 'LeTV' may have three down limits, right?"

"There is a high probability that there will be three limit-downs, and after the three limit-downs, there is a high probability that the negative decline will continue, and the stock price will continue to record lows. After all, institutional groups with billions of positions will continue to cut positions. In the short to medium term, it is difficult to see the stock price. At the end of the adjustment, and after the core stock of 'LeTV' has completely collapsed, it is basically impossible for the line of 'technological growth' to reverse in the short to medium term."

"Indeed, after all, with the lessons learned from 'LeTV', the current market valuation is still high, and the valuation conditions are several times higher than the main board's weighted blue chips and white horse stocks. No one can be sure about the next investment logic. Which stock will collapse?"

"And once the main force and large capital group in the market no longer trust the investment logic of a major main line, and even feel that there is a great risk, then there is no doubt...the main force will definitely escape from this field unconditionally, thus gathering To the safer and more profitable mainline investment field.”

"Compared to the main line of 'technological growth', if you want to say that the main line of investment is lower in valuation, safer, and better in making money, then there is no more suitable than the main line of 'big infrastructure' and 'military industry'? Look at today's The market trend reaction and the data performance of the Dragon and Tiger Rankings, in fact, the big funds from all walks of life are indeed concentrating on these two main areas.”

"That's for sure. Didn't the data of the two checks 'Chengfei Technology' and 'Fushun Special Steel' perform so strongly?"

"It seems that the market outlook for the lines of 'military industry' and 'big infrastructure' will continue for a while."

"In the absence of new mainline hotspots and major theme directions in the market, there should be no doubts about the continuation of the 'military industry' and 'infrastructure' markets."

"By the way...what is the logic of 'port shipping' today?"

"The 'port and shipping' sector should have been driven purely by the daily limit of 'Yinkou Port' today, right?"

"Then what is the logic behind the 'Yinkou Port' check?"

"Ghost knows, but... I feel that 'port and shipping' should also be part of the main line of 'big infrastructure construction', right? Is it also following the expected main line of 'infrastructure recovery'?"

"Isn't it the main line of the 'Free Trade Zone'?"

"If it's the main line of the free trade zone, why are there so many regional free trade zone concept stocks in the Pearl River Delta and Yangtze River Delta that there is no movement today?"

"At present, the logic of this check is completely unclear. Let's see the performance in the market outlook!"

"It makes sense, if it really has a hard core logic, the check for 'Yinkou Port' is absolutely impossible to have only one market, and if there is only one market, it is mostly just the main force of the quilt to save itself. The east wind of infrastructure construction is nothing more than an "oversold rebound" carried out by the market."

"Compared to guessing the logic of 'Yinkou Port', I think it is better to do 'Fushun Special Steel' and 'Chengfei Technology'."

"I feel that 'Chengfei Technology' is about to become a new concept leader in the market. After all, the reorganization expectations of this check are too strong, and the company is also blowing up internally, and it is hyped with funds, while 'Fushun Special Steel' is more In terms of fundamentals, the expectation of skyrocketing demand, and in terms of storytelling, are still a lot worse.”

"'Fushun Special Steel' is suitable for institutional leadership, while 'Chengfei Technology' is obviously faster to fulfill its expectations."

"Hey, but on the whole, the market volume is still a problem, and if the line of 'technological growth' continues to weaken, it will only rely on the two main lines of 'infrastructure' and 'military industry' on the main board of the Shanghai Stock Exchange. I'm afraid it will be difficult to keep supporting the entire market upward?"

"If the overall market is going to go up, the Shanghai and Shenzhen stock markets must not be too split."

"Refer to the market trend in the second half of last year. In fact, as long as the line of 'technological growth' falls after a short period of decline, the volume can decay and stabilize, and the upward pressure on the Shanghai stock index will be less."

"Regardless of whether the Shanghai Stock Exchange Index can break through independently, anyway, the small and medium-cap stocks in the big main line of 'technological growth' cannot wait."

"If the logic of the line of 'big infrastructure' can continue to diverge in depth and lead to more investment logic and theme hotspots, then with the improvement of the market's profit-making effect, the lack of capacity will lead to potential investor groups outside the market. In the case of continuous entry, it should be able to make up for it slowly, right?"

"According to this logic, it should be possible."

"However, if the market develops like this, then the subsequent trend of the market will not be a rapid rise."

"It couldn't have been a rapid upward trend. Looking at the upward trend slope of this round of the Shanghai Stock Exchange Index, it is obviously much lower than that in April and May. However, the trend is slower, and the index is slowly breaking through in one step and two turns. I think the foundation is still more stable. If we go this way and break through the 4-point pressure threshold above... the probability is also higher. If there is a real surge and the active funds and expectations of the market are consumed in an instant, the market outlook will be dangerous.”

"It makes sense, I agree..."

Accompanied by the sound of heated discussions in the market.

Everyone's investment views and expected directions are also further shifting from the main line of "technological growth" to the direction of "infrastructure" and "military industry" on the main board, and even the entire weight of the main board's blue-chip, high-performance white horse and other fields.

Even, among a group of large market institutions and brokerage companies.

Some radical analysts and institutional fund product managers, in the public singing voices as always, have yelled out the investment views of "revaluation of the market value" and "the return of the king of value investing", calling on everyone to stay away from all valuations above 100PE The so-called "technology growth" stocks, and actively deploy undervalued infrastructure, finance, consumer white horses and other market-weighted stocks that can reflect core values.

At the same time, among the public singing voices.

I don't know whether it is the deliberate promotion of the regulators or the spontaneous behavior of the institutional groups. The voice of the market's "bull market" has gradually become louder, and many institutions have also begun to pull some so-called macro logic and many positive factors in the market. To interpret the view that a 'bull market' is coming.

But whether it is because of the deliberate promotion of the regulators or the spontaneous behavior of the community.

In the whole market, amidst the strong voices that have gradually accumulated again, when everyone's investment preferences are refocusing on core stocks such as blue chips on the main board and performance white horses, it seems that everything is moist and silent, and the investment confidence in the market downturn, Once again, under the influence of short-term hype in the market and the voices of institutions and media, it gradually recovered.

Under this market atmosphere and the evolution of market sentiment.

Even at night, when the U.S. stock market and the entire external market once again fell into a correction trend.

On the second day, the mood in the A-share market did not subside much, and at the beginning of the call auction, the whole market still maintained a general trend of opening slightly higher.

That is...'technological growth' is the main line of the core market that has attracted countless high-flying funds in the early stage.

Under the influence of 'LeTV''s one-word price limit at the beginning of the call auction, the trend of individual stocks in the mainline field is generally ugly.

"Hey, Boss, it seems that the resilience of the market has become so interesting under the evolution and deepening of emotions." At 9:16, Yuhang, inside Yuhang Investment Company, in the trading room of the main fund, Wang Can saw that the market was approaching. Of the 2000 stocks, more than half of them achieved a red market and opened higher, with a smile all over their face, and said with a smile, "When this kind of resilience and expectations gradually formed, many hesitant potential investors outside the market The crowd, I am afraid that they will not be able to hold back their desire to make money, and will continue to slowly enter the market following the trend of market sentiment, right?"

(End of this chapter)