The investment era of rebirth

Chapter 575 The Journey of the Bull Market (Twenty)!
In addition to the index performance, the market showed obvious signs of shrinking in the half-day trading compared with yesterday.

At the same time, the popular industry sectors and concept sectors with high market attention in the past few trading days have ebbed and retreated today, whether it is the market trend or the enthusiasm of market investor groups. The industry sector 'port and shipping' has become the core hotspot of the entire market this morning, ranking first in the industry sector growth lists of the two cities, and quickly attracting the attention of countless investors in the market.

Similarly, the check for 'Yinkou Port', which belongs to the 'port and shipping' sector, has gone out of the two-board situation this morning.

After the market closed at noon, the discussion and attention in the market also soared rapidly.

Afterwards, after a midday emotional simmer...

In the afternoon market, the core hotspots began to further converge on fields such as 'port and shipping', 'machinery equipment', 'transportation', and 'high-speed rail', while the core industry sectors and concept sectors in the fields of 'infrastructure' and 'military industry', The popularity and the strength of funds to follow suit have further subsided, and the corresponding hot stocks have shown a trend of shrinking and oscillating at high levels.

Finally, when the market closed at 3 o'clock in the afternoon.

The Shanghai Index is still fixed at 2395.79 points, a slight increase of 0.31%, while the Shenzhen Index and ChiNext Index fell by 0.23% and 0.49% respectively. Compared with yesterday, the overall market turnover has shrunk by nearly 100 billion.

On the whole, although the performance of the index is not satisfactory, the overall profit-making effect of the market is not bad.

'Port and shipping', 'machinery equipment', 'transportation', 'high-speed rail' and other sectors are all booming, completely undertaking the core sectors and core popular stocks from the main lines of 'technological growth', 'infrastructure' and 'military industry' The funds sold on the Internet.

At the same time, the market has also carried out more in-depth expansion in terms of changes in conceptual themes.

In particular, the macro-concept themes of "Reform and Reorganization of Central Enterprises and State-owned Enterprises", "Asia-Europe Economic Belt", "New Era Road, and Maritime Silk Road" are very eye-catching today. In the entire subject area, about 70% of individual stocks , have achieved a red plate rise.

Of course, in the overall situation of individual stock performance.

The market is still showing that most of the popular stocks are ebbing, and a lot of low-ranking stocks that have obviously underperformed the broader market index before and can catch up with the market's popular main lines and core concept themes have made up for the rise.

Generally speaking, the market is under the situation of divergent themes and further expansion of hot topics.

It is vaguely doing a high-low switching trend.

The general compensatory increase of low-end stocks makes the index not very good-looking, but for retail investors, the profit-making effect is quite high.

After the close, face the performance of the market today.

Although everyone is somewhat disappointed that the Shanghai Stock Exchange Index failed to hit 2400 points further, but in the case of more than half of the stocks in the market as a whole achieving red trading, everyone is not very optimistic about the market outlook in the heated discussions. The change.

Even, there were many hesitant investors outside the market.

Seeing that some popular core stocks in the two main lines of 'infrastructure' and 'military industry' in the market have finally seen a slight pullback trend, they are obviously unable to restrain themselves and want to enter the market to grab funds. After the adjustment of the mainline core concept sector and the corresponding core stocks, the market was short again.

In addition to the emotional changes and expected changes in the direction of retail investors in the market.

At the macro level of the market, regulators are still releasing positive news from time to time, and asset management institutions, brokerage companies, financial media, and stock commentators are still rambling and summing up a bunch of logic based on market trends. Firmly optimistic about the market outlook.

In this case, the retail group and the macro-level sentiment are continuing to shift towards the bulls.

The expectation of a breakthrough in the market outlook is also getting stronger.

As time passed after the market closed, at 5:30 p.m., the rankings of the dragons and tigers of the two cities were announced.

I saw today that the market has shrunk and adjusted sideways. Compared with yesterday, the number of stocks on the list has further decreased. There are only 21 stocks on the list. Among them, 'LeTV', 'Chengfei Technology', 'Fushun Special Steel' , 'Yinkou Port', several popular stocks with high market attention, are still on the list.

Among them, the Dragon and Tiger list of 'LeTV' shows that institutions are still net selling, and the net selling amount continues to exceed [-] million yuan, and the attitude of reducing and clearing positions is extremely obvious.

The dragon and tiger list of 'Chengfei Technology' shows that hot money and institutions are on the list, and the trading situation still shows a net buying trend, but the amount of net buying has dropped compared with yesterday, revealing that A total of more than 1700 million net purchases were made for the entire trading seats.

The Dragon and Tiger list of 'Fushun Special Steel' shows that hot money and institutions are also on the list. Among them, institutions are net buying, while hot money is obviously withdrawing. Of course, there is also a well-known hot money seat in 'Hongqiao Road', which is doing T, the trading volume can be basically flat, which shows that there are some differences in the market of this check, but it seems... the market is not over yet.

The Dragon and Tiger list of 'Yinkou Port' shows that the hot money is collectively doing more, and the net purchase amount is still as high as more than 2000 million.

Generally speaking, according to the data of the dragon and tiger list disclosed by the two cities.

As the most active capital group in the market, the attack path of hot money is relatively obvious. At the same time, it can also be seen that the hype sentiment and capital follow-up of the main line of "technological growth" are still declining, while "infrastructure", In the field of 'military industry', there were many core stocks and popular concept stocks that had skyrocketed before, but the discrepancies in the disk began to appear, and the shock pattern was obvious.

As for the industry sectors such as 'port and shipping', 'machinery equipment', 'public transport', and 'high-speed rail' that have just exploded in full swing today, the sentiment of following the trend and hype of funds is obviously heating up.

After the data of the market dragon and tiger list is fully disclosed...

Investors from all walks of life in the market saw that the Fortune Road of the 'Yuhang Series' was still missing, and at the same time, 'Chunhui Road', 'Siji Road', and 'Jiefang South Road' did not appear on the selling seats of popular stocks, and they felt that The original trace of worry was also put down in an instant.

At the same time, everyone analyzed the data disclosed by the Dragon and Tiger list.

The expected direction in his heart has also gradually shifted to the direction of 'port shipping', 'machinery equipment', 'public transportation', 'high-speed rail', etc., which undertake the high-low switching of the market during the turbulent stage. Stock commentators, after the logical interpretation of the major macro policies and conceptual themes of "Eurasian Economic Belt", "Reform and Restructuring of State-owned Enterprises and Central Enterprises", "New Era Road, Maritime Silk Road", what are your thoughts on these major themes? The expectations are also getting stronger and stronger, and more and more investors believe that these major conceptual themes will become the main theme hype direction in the next evolution of market conditions.

"'Eurasian Economic Belt', 'Reform and Restructuring of State-owned Enterprises and Central Enterprises', 'New Era Road, Maritime Silk Road' are the main themes of several concepts, superimposed on 'Military Industry Asset Securitization', 'Macroeconomic Recovery', 'Big Infrastructure Recovery' , "Real estate property market loosening" and other main line expectations, the follow-up market situation... I feel that there is something to do!"

After the release of the data on the Dragon and Tiger List, the mood of the entire market and the evolution of topic discussions, Su Yu’s main hot money group of Yuhang, where Su Yu belongs, has a lot of hot money emotions. At the same time, he also clearly expected the market outlook. With support, it probably won't be too bad.

"Yes! Market expectations are converging towards these relatively macro themes and concepts, and the market space has really come out."

"The main themes of these major themes mainly cover stocks in the two main areas of 'infrastructure' and 'military industry', right? I feel that they have nothing to do with the small and medium-cap 'growth stocks' that point to the direction of the Shenzhen Stock Exchange and the Growth Enterprise Market. This should be able to Explain... Once the market expects to focus on these major themes, the overall market trend pattern of the market will still maintain the current '[-] market' pattern?"

"It should be like this. After all, the main theme of the macro concept of 'reform and reorganization of state-owned enterprises' is mainly the stocks of state-owned holdings. Naturally, it does not match the 'technological growth' hyped in the market in the early stage."

"The main lines of these core concepts and themes are expected to rise. I feel that in the direction of the main board, many blue-chip stocks with undervalued weights may have the momentum to rebound."

"Yes! Originally, the weighted blue chips in the market, due to the large market, heavy lock-in, coupled with weak performance growth, the scale growth of traditional industries and limited imagination space, resulting in the valuation of these weighted blue chips has been suppressed in the market. The lowest valuation area has become a depression in the market valuation, but now... the main line of these core concepts and themes come together to give wings to these blue-chip stocks that have been undervalued to the extreme!"

"However, these weighted blue-chips are all very big. Even with expectations, ordinary funds can't move them, right?"

"Naturally, the main funds cannot be raised. At present... it depends on the logic of the main concept and theme created by the market. Whether those large institutional groups in the market agree with it. If they agree, then the continuous growth of these large institutional groups Under the influence of positions, the blue-chip market around the "big infrastructure" should come soon, and the blue-chip movement...the upward space of the Shanghai index should not be small."

"According to the current state of the market, the positions held by large institutional funds in these traditional blue-chip fields should also be at the lowest level position?"

"Indeed, according to the annual reports previously disclosed by many heavyweight stocks, it can be seen that the level of positions held by institutions in these traditional blue-chip fields is generally at a low level."

"Hehe... this is even better."

"Yes, the lower the price, the more necessary it is to increase the position in the case of expected growth."

"It is almost foreseeable that the changes in market conditions in the future market should maintain the trend of the '[-] pattern' for quite a long time."

"Institutions make a big market, and we can also do it around the core themes strongly supported by the 'Asia-Europe Economic Belt', 'Reform and Reorganization of Central Enterprises and State-owned Enterprises', 'New Era Road, and Maritime Silk Road', right? Just like...'Chengfei Technology' and 'Yinkou Port', I dare say that as the market outlook and expectations further deepen, new concept leaders will emerge soon."

"It is absolutely possible to dig deep into the main line stocks of these core themes and concepts."

"Market expectations are more and more biased towards the main board. It seems that the line of 'technological growth' is indeed dead, hey..."

"Under such a change in expectations and sentiments, although the Shanghai Index will rise in the short term and be suppressed by the overall capital capacity of the market, the upward momentum is insufficient, but the probability of falling and retracing should be very small, right? I feel that after a period of time, It would be a good time to make a trade."

"With the blessing of these core concepts, the skyrocketing logic and rising expectations of 'Chengfei Technology' should be stronger, right?"

"It must be stronger, haha... It is really wise to relay the third board of this stock today."

"The check for 'Chengfei Technology' is likely to have a daily limit tomorrow, right? There should be no difficulty in the fourth board. The key depends on the breakthrough in the height of the fifth board."

"Under this market sentiment, if there are three, there must be five!"

"I said earlier that the check of 'Chengfei Technology' will become the core leader in the market, haha...it is indeed true!"

"The market hasn't naturally changed its five-linked board stocks for a long time, right? After the check of 'Chengfei Technology' hits a high level of space, the market conditions should be better."

"The logic line of 'Chengfei Technology' is very clear, the key is the check of 'Yinkou Port', the skyrocketing logic of this check... Now I am confused, I always feel that relying solely on the 'Asia-Europe Economic Belt' and' The hype and anticipation of the two concept themes of the New Era Road and the Maritime Silk Road cannot support the market price of this check.”

"I think so too, so I would rather avoid this check and choose 'Chengfei Technology' to be safer."

"The check for 'Fushun Special Steel' should fluctuate in the future, but I don't know when there will be a second wave of market prices?"

"The check of 'Fushun Special Steel' should be avoided for the time being. The expectation of this check is not as strong as that of 'Chengfei Technology'. After the institution comes in, the trend will inevitably become chaotic."

"You can also dig out stocks with pure low-level concepts and expectations of supplementary growth. After all, today's market shows signs of switching from high to low."

"Digging out the lurk is harder than following the trend!"

"It is difficult, but if the market sentiment supports it and expectations support it, it is actually easy to do."

With the rapid refresh of news in the group and the collision of opinions of the hot money bosses in the group...

Everyone felt that the stock 'Yinkou Port', which was expected to be unable to support the two boards, announced at around 7 o'clock in the evening that it would use the accumulated provident fund and the large amount of profits retained due to the explosion of last year's performance. Carry out 10 get 30 high transfer and 10 get 3 yuan dividend payout.

As soon as this news was announced, combined with the trend of the two consecutive boards in front of 'Yinkou Port'.

In the market, among the investor group who paid attention to this stock, as well as the investor group who followed the trend and bought this stock before, the discussion exploded in an instant.

(End of this chapter)