The investment era of rebirth

Chapter 595 The bull market came earlier than expected ([-])!

In the evening, the U.S. stock market also closed up one after another, further catalyzing market sentiment.

Over the weekend, good news from the regulators came one after another, directly fueling the hot market.

Then, when the time came to August 8th, on Monday, the Shanghai stock index continued to open higher and go higher, and the main lines of market investment were the two major industry lines of 'infrastructure' and 'military industry', as well as the 'Asia-Europe Economic Belt', 'New Era Road, The Maritime Silk Road and the reform and reorganization of central enterprises and state-owned enterprises will continue to spread to other traditional industry sectors and other main lines of investment.

At the same time, the main line of "Technology Growth" led by the SME Board and ChiNext also continued to usher in a rebound trend.

Among them, the stocks held by the "Yuhang Department" announced last Friday have been specially sorted out by major trading platforms into a "Yuhang Department Concept Stock" section, and at the beginning of the opening, this concept section has been met by the market. The unanimous pursuit of major active funds in the country, all constituent stocks opened significantly higher, and even after the market officially opened, it directly led the rise of all the concept sectors in the market.

"Fuck, is this market crazy?"

Seeing that after the index broke through 2500 points, it continued to drive high and go high without seeing any pullback at all. In the Yuhang main hot money group where Su Yue belongs, a group of friends exclaimed: "This amount of explosion is terrifying, and the 'infrastructure' , 'Military industry' two main lines of industry, as well as 'Asia-Europe Economic Belt', 'New Era Road, Maritime Silk Road', 'Reform and Restructuring of Central Enterprises and State-owned Enterprises', this trend... is too strong, right? Not only concept stocks are moving, but heavyweight stocks are also directly rising in volume, and there is no sign of a pullback at all."

"Boss Su's influence on the market is truly terrifying! It just exploded."

"It's mainly the two main lines of 'infrastructure' and 'military industry', as well as the main lines of concepts of 'Asia-Europe Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Restructuring of Central Enterprises and State-owned Enterprises', okay? Mr. Su is also following the general trend of the market in his layout."

"Indeed, the main lines of investment at the core of these major markets have a steady stream of benefits."

"This shows that the regulators also want the market to go bullish!"

"Looking at it this way...it seems that Mr. Su has obviously become a sharp knife in the hands of the regulators to stimulate the market."

"You could say the same."

"The Shanghai stock index's 2500-point pressure level has been substantially broken through, and the follow-up space...can you see at least 3000 points?"

"Whether the Shanghai Stock Exchange Index can reach 3000 points still depends on the two major industry lines of 'infrastructure' and 'military industry', as well as the 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Restructuring of State-owned Enterprises'." The market performance of the main line of the big core concept theme?"

"How do I feel about the two main lines of 'infrastructure' and 'military industry', as well as the main lines of the main 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'" , at this time...the main promotion is starting?"

"I also have this feeling."

"However, the two major industry themes of 'infrastructure' and 'military industry', as well as the main themes of the major concepts and themes of 'Asia-Europe Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Restructuring of Central Enterprises and State-owned Enterprises', are clearly in progress. While entering Shenglang, I feel that the main line of the market is still shifting to the depths. Today, the two lines of 'big finance' and 'big consumption', as well as the 'Internet finance' sector, are going very well!"

"The capital spillover effect is also normal."

"It's not just as simple as the spillover effect of funds from the mainline sector, I feel that the overall market expectations are also changing."

"Yes, it feels like the bulls in the market have crushed the bears."

"I feel that the footsteps of the 'bull market' in the market seem to be getting closer and closer. At the same time, a series of changes in the market's quantitative energy explosion, investment sentiment, and investment confidence seem to be transitioning from quantitative changes to qualitative changes."

"Bull market? This... It seems that we have to take another look, right?"

"The structure of the 'bull market' is definitely not fully developed yet, but I think... the market's expectations in this regard have gradually become stronger, and if there are expectations, there will be a market, so I think 'big' In the financial direction, I am afraid that there will be great investment and trading opportunities in the market outlook.”

"'Big Finance'? The valuation is low enough, but the macro aspect doesn't seem to be very good."

"Indeed, under the adjustment of the internal balance sheet of the bank, there should be no performance expectations this year, and in terms of macroeconomics, there are still great uncertainties in the economic recovery, it should be difficult to have any big performance, but securities ...This sector may still have certain investment, Speculative trading opportunity.”

"I think so too. After all, the current valuation of the 'securities' sector is indeed very low."

"The ones with more potential should be the "Internet finance" stocks that are biased towards the "securities" and "banking" businesses? Stocks such as "Great Wisdom, Oriental Fortune, and Flush" can be seen in the trend visible to the naked eye. Funds are still in these stocks, and the inflow continues.”

"If the market's 'bull market' expectations are getting stronger, the potential explosion potential of the 'securities' and the entire 'big financial' sector will definitely increase. This is beyond doubt."

"Agreed, so it feels necessary to plan ahead in this regard."

"However, 'securities' and even the entire 'big finance' mainline sector are basically heavyweight large-cap stocks, and it seems that it is not very easy to participate."

"You can participate in certain concept stocks in the 'Internet Finance' sector."

"Anyway, if 'big finance' is going to move, the 'Internet Finance' sector should also move, and Mr. Su currently holds a lot of positions in this sector."

"I think it's not limited to the fields of 'big finance' and 'Internet finance'. In the market, as long as there are sectors that are strongly related to 'bull market expectations', at this stage, they should all be able to participate in the layout, and from the market trend In terms of volume and performance, the profit-loss ratio is not bad.”

"Yes, obviously, the line of 'the reform and reorganization of central enterprises and state-owned enterprises' will continue to deepen."

"On the line of 'military industry', it feels like there is still a chance, right?"

"The main line of 'big infrastructure', under the background of the two major macroeconomic strategic plans of 'Asia-Europe Economic Belt' and 'New Era Road, Maritime Silk Road', at present... still has huge opportunities, at least There are already many signs of recovery in this field.”

"In the direction of 'technological growth', many second-quarter performances have met the previous market expectations, and after more than a month of adjustments in the previous period, they should also have certain investment opportunities, right? I feel that this field is also There is a need for a supplement!"

"In short... the current market opportunities are obviously still many."

"As long as the market can generally maintain a volume of more than 2500 billion, then in a short period of time, all the main lines of the market can be done."

"Before the Shanghai stock index hits the pressure of the 3000-point mark, the market...should not be too bad."

"However, we still have to pay attention to the specific position changes of the main fund products of the 'Yuhang Department' managed by President Su."

"Indeed, after the preliminary layout, the main fund products of the 'Yuhang System' under the leadership of Mr. Su are in the two major industry lines of 'Infrastructure' and 'Military Industry', as well as the 'Asia-Europe Economic Belt', 'New Era Road, and the Maritime Silk Road. ', 'Reform and reorganization of central enterprises and state-owned enterprises', these core concepts and themes have already made quite a lot of profits in the main line fields, and there should be a certain demand for profit-stopping."

"But after this round of net worth of 'Yuhang series' is announced, the next round of net worth will be announced, and I don't know when it will be?"

"So, we have to pay attention to the recent data of the Dragon and Tiger Rankings. Let's look at Mr. Su's seat on the 'Fortune Road'. How is it doing on the Dragon and Tiger Rankings?"

"I think not only the performance of the main fund of the 'Yuhang Department' under the leadership of President Su should be paid attention to, but also the main fund products of the asset management company 'Anzhao Fund'. After all, this company, currently It has been fully acquired by the 'Yuhang Investment Company', and the subsequent position holdings and investment strategies of the 'Anzhao Fund' company will mostly be linked with the main fund products of the 'Yuhang Series' managed by Mr. Su."

"Thinking from this direction, it seems to be right!"

"If the asset management company 'Anzhao Fund' has any signs of rebalancing or reducing its positions, it can also reflect the movement of some of the 'Yuhang' fund products under the leadership of President Su."

"By the way, the net asset value of the 'Anzhao' fund managed by Mr. Qin is still skyrocketing?"

"Yes, it's still skyrocketing."

"Do you think the current 'Anzhao Series' fund products can still be bought? If everyone thinks they can buy them, I will set aside two or three million yuan and apply for a try."

"Although the 'Anzhao Series' fund products are not the 'Yuhang Series' fund products managed by Mr. Su, if the two have a strong linkage in terms of investment strategies and trading strategies in the future, I think buying 'Anzhao The difference between buying fund products of the 'Yuhang series' and buying 'Yuhang series' fund products is not very big."

"I agree. It is precisely because of this reason that the net asset value of the 'Anzhao Series' fund products has skyrocketed recently, right?"

"Damn, so...can you snap up some?"

"Because Mr. Qin of the 'Anzhao Department' has not closed the subscription channel, hurry up and grab it."

With the rapid refresh of news in the group and the collision of everyone's opinions...

The Shanghai Stock Exchange Index, as well as the two main lines of 'infrastructure' and 'military industry', as well as the main lines 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', also Continue to make a strong upward breakthrough.

And when the trading time arrives in the afternoon.

A large number of heavyweight stocks have once again pulled up with volume, and the market funds have taken over the strength and performed extremely powerfully.

"Hehe, Old Zhang, this time, you made a lot of money again!"

At around 2 o'clock in the afternoon, when the market was in full swing, in Yuhang, in a private villa with an elegant environment, Lao Liu, who was seated in the market's top hot money 'Liuyuan Avenue', watched the market's continuous breakthroughs, and smiled. Taking a sip of tea, he said to Zhang Jianping who was sitting next to him: "The check for 'Huaguo Railway Construction', which we hold heavily, is in this round of the two main lines of 'infrastructure' and 'military industry', as well as the 'Asia-Europe Economic Belt' and 'New China'. Times Road, Maritime Silk Road, and the reform and reorganization of central enterprises and state-owned enterprises have exploded. In just over a month, the market has risen by almost 50%. I have to say...your ability to judge the market , is really strong!"

Zhang Jianping didn't seem to be surprised by the current market performance, and the expression on his face didn't change much, he said with a smile: "Lao Liu, let's see, the market is here...but it's just started .”

"It's just the beginning?" Lao Liu was taken aback.

Zhang Jianping nodded and continued: "Once the 2500-point shackles of the Shanghai stock index are broken, the market's investment sentiment and confidence will completely recover. The market will take over the market situation, and the main rise of the market...naturally is just the beginning."

"You mean... the 'bull market' is coming soon?" Lao Liu recalled.

Zhang Jianping said: "It's not that it's coming soon, but it's already on the way of the 'bull market'. You haven't noticed the market's capital situation, emotional situation, and the expectations of the majority of investors, including the main group of institutions. Has there been a noticeable shift since two months ago?"

"Yeah!" Lao Liu nodded and responded, "There seems to be such a trace."

"It's not just these!" Zhang Jianping said, "In terms of regulatory authorities, when the market investment sentiment and investment sentiment have obviously picked up, they are still releasing benefits to the market, and it is currently foreseeable that the 'Shanghai-Hong Kong Stock Connect' The opening of the market will also bring a wave of incremental funds to the market. At the same time... the balance of the two financings in the market has also been in a state of rapid increase recently, which shows that the group of off-market investors is indeed quickly following the trend to enter the market.

Also shows that the index is here...

Although the rise is rapid, the foundation is still solid, and the strength of market funds to undertake, in fact, is stronger than you and I expected.

Moreover, with the funds of the 'Yuhang Department', the market is strongly stimulated at the current threshold.

I feel that before the Shanghai Index hits the pressure level of 3000 points, it should be difficult to stop and make a decent adjustment. Of course, after approaching 3000 points, it is still unclear how the Shanghai Index will go.

But at present, it can be clearly felt that the market is still in the trend of a strong breakthrough.

It is indeed still a good time to make money! "

Lao Liu pondered for a moment, then said: "If the main market rises this round and the height is around 3000 points, then the index still has nearly 20% room, and as a leading stock, there is still room for follow-up... At least 40% more, Haha... This wave, it seems that we are going to fight back to make up for all the market losses of last year and the year before, and the bull market... After six years of sinking, the dawn has finally appeared again!"

(End of this chapter)