The investment era of rebirth

Chapter 588 The Journey of the Bull Market (34)!

"This is for sure." Su Yu responded with a smile, "After all, the institutional group, whether it is in terms of market information channels or market analysis capabilities, is not comparable to that of small and medium-sized retail investors. The group has a large amount of funds, and its grasp of the mainline market must be more sensitive."

"Boss, at present, funds from various sources have basically invested in the two main lines of 'military industry' and 'infrastructure', as well as the 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Restructuring of State-owned Enterprises'." The main line of core concepts and themes has formed a consistent expectation.” Wang Can thought for a while, then continued, “With the future expectations of these main lines and the size of the market value, it can accommodate a lot of main funds, that is, these main lines The reversal of expected expectations should be able to drive the stock index to continue to break through in the future and successfully hit 2500 points, right?"

Su Yu responded: "These main lines must be able to drive and guide the index, but... in the short term, it is still difficult for the index to hit 2500 points."

Zhao Lijun laughed and said: "As long as the market's profit-making effect, as well as the two main lines of 'military industry' and 'infrastructure', as well as the 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of State-owned Enterprises' It is expected that the main line fields of several core concepts and themes will continue to deepen, but in fact, the 2500-point mark of the index is not very important for the time being.”

"Agreed!" Zhang Guobing also agreed, "As long as the market's profit-making effect is deepening, the expectations of various capital groups for the current core main lines of the market are increasing, and the net inflow of funds continues, then the market's investment sentiment and Investment confidence will definitely continue to improve.”

"And as long as investment sentiment and investment confidence continues to improve."

"Then, those potential investor groups outside the market will definitely not be able to stand the temptation of the market's profit-making effect, and will continue to enter the market to undertake the hot mainline market, and this...brings a continuous market Incremental funds, when the market has continuous incremental funds..."

"Are you afraid that there will be no market? Are you afraid that the index will not continue to rise and effectively break through the upper 2500 points?"

"However, at present, the 2500-point threshold of the Shanghai Stock Exchange Index still has a great psychological effect on everyone." Wang Can said, "If the Shanghai Stock Exchange Index has been suppressed below 2500 points, I feel that it will not be possible to form a real right long opportunity. , and investors who usually focus on trading opportunities on the right side will still hesitate and dare not enter the market on a large scale to do long."

"But if the stock index can break through 2500 points..."

"At that time, the mood and confidence will naturally have a huge boost."

"In this way, with the opportunities on the right highlighted, some potential investor groups outside the market should have a much stronger willingness to enter the market."

"The breakthrough of the index is natural. After the emotion and confidence, and the continuous incremental capital intervention, the index will naturally rise and break through at key resistance points." Liu Yuan does not agree with Wang Can After thinking about it, he responded, "Of course, the two are indeed complementary in relation to each other. It's just that we... at this time, there is no need to deliberately stimulate the market. At this stage, let the market sentiment Natural fermentation, let the chips change hands more fully in this position, but it will be better for the market outlook."

"Agreed!" Zhu Tianyang also said, "According to what Mr. Su said before, let's maintain a static position at this time, wait for the market's investment confidence and incremental funds in the market, and let the quantitative change lead to a qualitative change."

Seeing that everyone disagreed with his point of view, Wang Can thought about it and stopped talking.

Afterwards, when the market data was released and the discussions became more and more intense, at night, the regulatory authorities continued to release positive news to the market, and groups of analysts from various institutions, financial big V and other groups also continued to sing more about the market without thinking. The external market trend also continued to fluctuate weakly.

The next day, the market was under the influence of the continued ferment of bullish sentiment.

In the case that the regulators continue to release positive news to the market, further stimulating the market's hype and investment sentiment.

Even though the cloud of adjustment in the external market still hangs over, the Shanghai Stock Exchange Index still maintains a relatively independent trend, oscillating strongly above the 2400 point, and continues to open up and refresh new intraday highs.

And in the independent strength of the Shanghai stock index.

The two major themes of 'military industry' and 'infrastructure', as well as the core concept themes of 'Asia-Europe Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises' continue to attract the market Internal and external capital inflows maintain the leading position in the market.

And the main line of 'technological growth'.

Institutions continue to sell, and the internal capital flow is dominated by the two main lines of 'military industry' and 'infrastructure', as well as the cores of 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises' Under the influence of continuous siphoning in the main line of conceptual themes, it is obviously weaker than the trend of the broader market, showing a pattern of continuous weak shocks.

As for the hot stocks in the market.

After the continuous slump, the trend of 'LeTV' has finally stabilized a little bit, and it has entered the adjustment trend of continuous shrinkage and decline.

With the rapid increase in turnover rate, 'Chengfei Technology' continued to increase its daily limit.

"Fushun Special Steel" has formed a small-step upward trend pattern after the institution took over the banner of hot money and dominated the market.

'Northern Xinjiang Communication Construction', a popular concept stock in the early stage, is in the two main lines of 'military industry' and 'infrastructure', as well as 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Restructuring of Central Enterprises and State-owned Enterprises' After the main lines of these core concepts and themes have been fully developed, it seems that it has completely completed its historical mission. It has continued to pull back from high levels and no longer follow the major indices to hit new highs.

'Yinkougang' is a new popular concept stock.

With the help of the two main concept concepts of "Asia-Europe Economic Belt", "New Era Road, and Maritime Silk Road", the stock price skyrocketed, and it also followed the continuous daily limit of "Chengfei Technology", becoming the market's short-term attention second only to " A stock in Chengfei Technology'.

In addition to these popular concept stocks, weight stocks.

After getting out of the bottom, "Hua Guo MCC" formed a trend of shrinking and rising in small steps, and the trend continued upward.

The core stocks in the field of "infrastructure" such as 'Huaguo Railway Construction', 'Huaguo Construction', and 'Huaguo Communication Construction' are basically similar to the trend of 'Huaguo MCC'.

And the main line of 'military industry'.

Tickets for 'China Airlines Optoelectronics', 'China Airlines Electromechanical', 'Aerodynamics', and 'China Airlines Electronics' have gradually come off the bottom and are on an upward trend. Moreover, within the main line of 'military industry', there are two major categories of 'domestic large aircraft' and 'domestic aircraft carriers'. The hype of the concept is getting hotter and hotter with the continuation of the market.

As for the main line sector in other traditional areas of the market.

Mainline fields such as 'traditional finance', 'color cycle', 'petrochemical industry', 'food consumption', 'agriculture and animal husbandry', etc., have relatively low valuations and good performance. European Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises', these major core concepts and themes are heavy weighted stocks, and they have also begun to gain more and more attention in the continuous interpretation of market conditions. With the attention of the main funds in the market, many core stocks have stock price support and the bottom gradually moves up, and even walks out of the trend of oscillating at the bottom.

Finally, the market closes at three o'clock in the afternoon.

The Shanghai stock index closed with a slight rise in the Lianyang trend, while the Shenzhen index and the ChiNext index remained flat and fluctuated.

After that, as the market continued to perform, in the following month, the market maintained the two main lines of 'military industry' and 'infrastructure', as well as the 'Eurasian Economic Belt', 'New Era Road, and the Maritime Silk Road' ','Reform and reorganization of central enterprises and state-owned enterprises' are the main areas of the core concepts and themes as the main breakthrough direction.

Then, when the time comes to early August.

The Shanghai Index has gradually approached the 2500-point mark, while the Shenzhen Index and the ChiNext Index have basically remained unchanged from a month ago.

At the same time, the main line of the market is in the direction of the market.

The two main lines of 'military industry' and 'infrastructure', as well as the expectations of the main line areas of the core concepts and themes of 'Asia-Europe Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises', both inside and outside the venue Among the group of investors, they are already deeply entrenched.

In the huge market capitalization of these major lines and the range of hundreds of stocks involved.

A large amount of community funds, as well as the accumulation of incremental funds outside the market.

And such a huge pool of funds supports the two main lines of 'military industry' and 'infrastructure', as well as the core concepts of 'Asia-Europe Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises' The trend of the main theme has become extremely tenacious.

Basically, during the small rise of the Shanghai Stock Exchange Index, none of these major main lines has a decent callback.

And in the deduction of the main line of the market for almost two months.

Although the Shanghai stock index has not officially launched an impact on the 2500-point mark, at the same time, the Shenzhen index and the ChiNext index have hardly changed in terms of index points compared with two months ago.

However, in the relatively differentiated trend of the market.

With the two main lines of 'military industry' and 'infrastructure', as well as the main lines of 'Asia-Europe Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Restructuring of Central Enterprises and State-owned Enterprises', related industry sectors, The concept sector, whether it is the trend or the increase, already has the characteristics of a 'bull market'.

Among them, the two-month cumulative increase in the 'National Defense and Military Industry' sector index reached 42%; Reached about 35%; 'machinery equipment', 'port and shipping', 'public transportation', 'high-speed rail' and other sector indexes, the cumulative increase in two months has reached more than 25%.

As for other non-core mainline industry sectors and concept sectors.

In the past two months, when the Shanghai stock index has recorded a rise of nearly 10%, most of them have also achieved a positive rise.

There are only related concept and industry sectors of 'smartphone industry chain' and 'domestic software'.

Out of the weak adjustment situation.

As the Shanghai stock index continued to strengthen, it also continued to underperform the broader market. It has become the main line area where the main funds have mainly fled and abandoned in the past two months.

At the same time, the Shanghai stock index continues to move up in small steps, and several core main lines continue to be interpreted.

The market's money-making effect also continues to expand.

Compared with two months ago, the turnover of the two cities did not show signs of rapid growth, but the trend of the turnover is basically the same as that of the Shanghai Stock Exchange Index. Generally around 1200 billion or 1300 billion, which has increased to an average turnover performance of around 1500 billion.

Moreover, in the market for two consecutive months, the trend pattern has changed greatly, affected by the external trend, it has also become weaker and weaker, and the volume can grow simultaneously.

Whether it is the direction of the regulatory authorities or the direction of market news, the benefits have continued.

At the same time, the investment sentiment and investment confidence of the vast number of retail investors on and off the market have also improved significantly compared to two months ago amidst the continuous rise and strengthening of the market.

Talk about a 'bull market'.

Not only the voices of the institutional groups in the market are getting louder and louder.

Moreover, more and more retail investors in the market have begun to believe in this kind of analysis.

And in this continuous performance of the market, on August 8th, Thursday, the market once again received a continuous positive trend. Among them, the Shanghai Stock Exchange Index even closed a small step trend of 7 consecutive positives, fixed at 8 points, up 2489.37 %, the intraday turnover reached 0.37 billion.

And just after the market closes.

In terms of market news, the 'Yuhang Investment' company, which is already a top echelon in the domestic private equity industry and has a first-class asset management scale, issued an announcement to the market, planning to announce the results of several of its main funds tomorrow, Friday, August 8 Position details and net worth performance in the last two months.

At the same time, the 'Yuhang Investment' company also announced.

Investing 1.2 million yuan, from the hands of the "Oriental Group", the whole acquisition of the "Anzhao Fund" company.

As soon as the two news were released, they set off a huge storm in the market in an instant, and also attracted the attention of countless investor groups.

After all, there are several major funds under 'Yuhang Investment'.

It has been a long time since the fund holdings and net worth performance have been publicly announced.

As everyone knows, the two main lines of 'military industry' and 'infrastructure', as well as the main line areas of the core concepts and themes of 'Asia-Europe Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises', In fact, the main force of the "Yuhang Department" is the real core driving force of the market, and everyone knows that this core main force has a far-reaching layout in these major main lines.

With such a far-reaching layout, everyone is naturally extremely curious, and they are also extremely looking forward to how much profit this organization has made in these major areas?What is the net worth?
At the same time, I also want to know...

Can the market investment myth that Su Yue continues, the fund performance myth of the 'Yuhang Department' continue?
(End of this chapter)