The investment era of rebirth

Chapter 581 The Journey of the Bull Market (26)!

"Today's closing situation, although the performance of the index is mediocre, the performance of individual stocks in the market is really good!"

Seeing the closing of the market, at around 3:25, Mr. Liu took a sip of tea in Yuhang, a villa with a beautiful environment, and said to Zhang Jianping next to him with a smile: "Old Zhang, the main line of the market sentiment has been going deep. At the same time, the investment logic and future expectations of the main line concept are gradually deepening. Although the market is still in a shrinking state, the effect of making money is expanding, and the desire of potential investors outside the market is also increasing. , the market continues like this...the market outlook should already be worth looking forward to, right?"

Zhang Jianping, who was sitting next to Mr. Liu, nodded slightly and said, "Indeed, the future market is promising!"

"Today's 'Huaguo Railway Construction' check has increased a lot, so you should have made a lot of money again?" Mr. Liu asked.

Zhang Jianping smiled and responded: "I made a lot of money from the check we made together, didn't you make a lot of money too?"

"Haha..." Mr. Liu laughed loudly, and continued, "That's true. I have to say that you are really good at analyzing the market and judging the main line market. Look at the K of the 'Huaguo Railway Construction' check." Line trend, it is really getting more and more beautiful, and there should be a long period of upward trend in the follow-up.”

"but……"

Mr. Liu paused, and then said: "Although the market trend is very good, the divergence of the main line market and market investment sentiment is also very good, but in the situation where the market has not got rid of the capital situation of the stock game, the hold-up at the top of the market The market pressure and the pressure of depositing chips are still very heavy. Without the cooperation of other core lines, it may be difficult to lead the index to continue to rise and further continue the breakthrough trend by relying on the two core lines of 'infrastructure' and 'military industry' alone. So as to attack the pressure threshold of 2500 points."

"If you want to break through the pressure of 2500 points by relying solely on the two main lines of 'infrastructure' and 'military industry', it will definitely not work." Zhang Jianping continued, "This is at the height of the wave of 'big infrastructure' market in April and May. It has already been practiced in a full-scale outbreak, but according to the current market conditions..."

"It must be more than the two main lines of 'infrastructure' and 'military industry' that have market expectations!"

"Looking at today's market, the core industry sectors and concept sectors of the two main lines of 'infrastructure' and 'military industry' are actually not very outstanding. What really stand out are the 'Asia-Europe Economic Belt' and 'New Era'. The core concepts and themes of the Road, Maritime Silk Road and the reform and reorganization of state-owned enterprises."

"In particular, the performance of the big concept theme of 'the reform and reorganization of central enterprises and state-owned enterprises' has basically absorbed most of the active capital groups in the market, and has become the main concept theme with the largest net inflow of funds in the two cities."

"Of course, the point is not this..."

"It's that after the main line of this grand concept theme is excavated by a group of main funds in the field, it can completely connect the two main lines of 'infrastructure' and 'military industry', a group of core stocks, and a group of core stocks in other traditional industries. Yes, this can bring together the blue-chip large-cap stocks of various industries on the main board, and at the same time improve their expectations for the future and the imagination of corporate reform and restructuring.”

"in other words……"

"After the main concept theme of 'Reform and Restructuring of Central Enterprises and State-Owned Enterprises' was excavated by the majority of main funds, it gave the blue chips with undervalued weights in the direction of the main board, as well as the white horse stocks with performance, all with the wings of value revaluation and changes in future expectations. , so that these blue chips and white horses have a huge room for imagination."

"From a macro point of view, the concept theme of 'the reform and reorganization of central enterprises and state-owned enterprises' is very big."

"If the hype logic of this line can really be recognized by the majority of the main funds in the entire market, then the market 'elephant dance' will have a logical basis and expected momentum."

"And when the main line of the concept theme, all the undervalued blue chips and white horses are strung together on one line."

"In terms of logical expectations, the main line that can lead the index to break through is not only the two main market areas of 'infrastructure' and 'military industry', but also the areas of 'big finance', 'big consumption', and 'color cycle'. , after plugging in the wings of the "reform and reorganization of central enterprises and state-owned enterprises", it also has the potential and motivation for the market to explode."

"In general……"

"The trend of the market is much more optimistic than we had expected."

"Currently, it's just that the market's incremental capital has not kept up, and the market can't rely on the current volume to fully absorb the pressure of depositing chips and holding up the market. However, as you said, the potential investor groups outside the market continue to Under the influence of the money-making effect, the desire to enter the market is constantly increasing."

"And continuous quantitative changes will always lead to qualitative changes in the end."

"Although at present, the market is still unable to get rid of the capital aspect of the stock game, but as long as this profit-making effect continues, let alone how long it lasts, it lasts for ten days and a half months. The market's volume can perform. Compared with now, There should be an obvious qualitative change.”

"Can this money-making effect last for as long as ten days or half a month?" Seeing that Zhang Jianping seemed to be full of confidence, Mr. Liu thought about it, and continued to ask with some concern, "The so-called long-term will fall, the index If it has been unable to break through upwards, the hype sentiment in the market will inevitably gradually turn to recession.”

Zhang Jianping smiled and said: "Not necessarily, the long-term will fall, because the market's expected logic is not clear, the market does not have a clear mainline market to undertake, and at the same time, there are large differences in the main funds of the parties that mainly guide the market. A situation that will fall for a long time will happen.”

"However, looking at the current market performance, do these factors exist?"

"no!"

"The investment logic and expectation logic of the two main lines of 'infrastructure' and 'military industry' have been unanimously recognized by the main funds in the market. At this moment, the market is not going away, but because of the bear market experience that has lasted for many years, it has accumulated on the market. There are too many bargaining chips in the market, which need to be digested, not that there is a difference in expectations.”

"At the same time, with the prominence of the core concept themes of 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Restructuring of Central Enterprises and State-owned Enterprises', the main lines of 'infrastructure', 'military industry', and The investment expectations of other traditional industry main lines have not only not weakened, but have been continuously strengthened.”

"Also, due to the previous years of bear market experience, as well as the continued weak performance of the previous blue chips and white horses."

"Currently, the holdings of institutional groups are seriously insufficient in the main lines of these major industries and the main lines of conceptual themes."

"In this situation, the institutional group has a strong willingness to increase their positions in these major areas."

"In this way, under the current situation, the downward adjustment of the index has neither space nor motivation. The so-called market law of 'everything will fall' will naturally not happen."

"Of course, under the premise that the market volume, that is, the incremental capital volume has not undergone a qualitative change."

"In the case that institutional groups generally have insufficient positions in these major mainline areas, they will not be very willing to guide the market and continue to pull up. After all, in the sideways stage, they can fluctuate a lot and absorb In the case of many accumulated chips being sold, there is no need to rush to increase before the position is not full, so as to increase the cost of building positions and buying costs for no reason."

"That is to say, before the market changes in volume and energy form, it is basically... a situation where there is resistance on the top and strong support on the bottom."

"However, it is expected in all aspects that as the index fluctuates and continues to ferment, I believe that the longer the index fluctuates here, the higher the future height will be."

"At this time, what we think..."

"It should not be the market curse of 'a long time will fall', but a market motto of 'as long as it is horizontal, as high as it is vertical'."

After listening to Zhang Jianping's in-depth market insights, President Liu gradually dissipated the worry in his heart, and the smile in his eyes became wider and wider, and he said: "Old Zhang, you are still the best. I am ashamed of myself for this market analysis." , no wonder you have a huge stake of 1.6 million chips on 'Huaguo Railway Construction', no matter how the market fluctuates, you can talk and laugh happily, sit firmly on the Diaoyutai, and you are not nervous at all, this concentration...is amazing!"

Zhang Jianping said with a chuckle: "Old Liu, don't put a high hat on me. If you want to talk about determination and courage, the CEO of the 'Yuhang Investment' company has tens of billions of holdings in 'Infrastructure' and 'Infrastructure'." The two main lines of "Military Industry" and the hype performance of the main line of "Science and Technology Growth" in the early stage can not be moved like a mountain.

"The kid from 'Yuhang Investment' cannot be judged by common sense." Lao Liu said, "This kid's talent in market transactions is a monster, he is not an ordinary person, we... don't need to compare with this kind of person After all, in our A-share market, there is no one else who can grow the asset management scale from zero to tens of billions in a year, except for this guy."

Zhang Jianping nodded and said: "That's true, to be honest... I'm still looking forward to how this kid will appear in the future and how to adjust his trading strategy? After all, it is not easy to switch investment strategies with tens of billions of positions."

"According to the time, the core fund products of the 'Yuhang Department' should be about to announce their performance and position structure, right?" Mr. Liu said, "When the time comes... let's see."

"En!" Zhang Jianping nodded.

Then, the two changed the subject and chatted about other things.

At the same time, inside Yuhang Investment Company, which the two of them were talking about, was in the trading room of the main fund.

After a brief review and continuous discussions, everyone basically came up with market insights similar to those of Zhang Jianping and formulated corresponding investment strategies. They intend to continue to firmly hold chips in the fields of "infrastructure" and "military industry" There is not much money left in the account, and small-scale T and concept stock adjustments are carried out. When necessary, the company's trading seats are used to affect market sentiment, thereby maximizing the profits of the main positions.

same……

Inside and outside the market, many smart investors, and institutions with a long-term vision.

It is also basically believed that no matter whether it is the index or the corresponding core target stocks in the major core areas of the market, there is basically little room for downward adjustment.

Of course, among the vast group of retail investors, there are still not small differences.

After all, the overall trend of "technological growth" is not extreme, but it is still quite tragic.

However, although market differences still exist, potential bullish power, as well as institutional groups, financial media, and stock commentators who publicly sing bullish, continue to increase.

And just when the market's bullish sentiment continues to evolve, and the bullish market continues to penetrate the hearts of potential investors outside the market in a silent manner...

The market time has moved to 5:30 pm without knowing it, and the rankings of the dragons and tigers in the two cities have been refreshed.

I saw that with the market as a whole maintaining sideways volatility, the number of stocks on the list today has increased by several compared with yesterday, and among the popular stocks on the list, 90% of the stocks have reached the daily limit, which proves that the market is making money. The effect, when the market as a whole remained sideways, not only did it not decline, but it spread more and more.

In addition to the increasing number of individual stocks on the list, in the trading seats disclosed as a whole.

The net buying volume of the main funds is also showing an increasing trend. A total of 27 stocks on the list, the total net buying funds can be around 4.7 million, a significant increase compared to yesterday, and many well-known Hot money seats are also frequently on the list, which shows that hot money is still optimistic about the hype in the market, and at the same time, the market risk appetite is also in a continuous upward trend.

Of course, among the well-known hot money seats.

The "Fortune Road" seat that everyone pays most attention to and wants to see the most, still does not appear, and remains invisible.

"Yuhang Department, is this continuing to lock positions?" Seeing the data of the dragon and tiger rankings disclosed by the two cities, at about 5:40, Yanjing, Chenghua Public Fund Company, the main fund trading room, fund manager assistant and trading team leader Zhou Qiang pondered for a while, turned his head to look at the fund manager Gong Tiancheng, and said, "Manager Gong, the other party should be locked up, right?"

Gong Tiancheng carefully combed through the trading data of individual stocks on the Dragon and Tiger List, and said, "It should be a locked position, not deliberately avoiding the Dragon and Tiger List."

"That's good!" Zhou Qiang said, "I'm afraid that this stock of funds will suddenly crash."

Today, they have begun to take the initiative to further increase the main lines of "infrastructure" and "military industry" on a large scale, as well as several major conceptual themes of "Asia-Europe Economic Belt", "New Era Road, Maritime Silk Road", and "Reform and Reorganization of Central Enterprises and State-owned Enterprises" The core constituent stocks in the main line field have completely changed their trading strategies, and they are firmly optimistic about the development of these main line markets in the market outlook. Naturally, they are worried about the huge main force of the "Yuhang Department" stockpiling in the core main line fields of "infrastructure" and "military industry". Suddenly taking profits and taking profits, smashing the market destroys the trend structure of these mainline market developments.

Gong Tiancheng pondered for a moment, and responded: "Looking at the current market changes and emotional reactions, the main funds of all parties are still continuing to invest in the main lines of 'infrastructure' and 'military industry', as well as 'Asia-Europe Economic Belt' and 'New Era'." On the road, the Maritime Silk Road, and the reform and reorganization of central enterprises and state-owned enterprises, several major concepts and themes converge, that is, these main market trends will definitely expand further in the market outlook. According to their previous operating logic and ideas... in the short term, we should not have to worry about them suddenly smashing the market, after all... no one will dislike the hot profit."

(End of this chapter)