The investment era of rebirth

"Yes!" Zhou Kan said, "In the direction of 'big finance', as long as there is a slight correction, funds will pour in endlessly. The line of Big Finance' will follow the obvious continuous short-squeeze market."

Currently, in the direction of 'big finance'.

Zhou Kan feels that the main source of chips for the sell-off is the short-term profit-making funds that have intervened in recent days, as well as the huge amount of locked-up funds that have been trapped in this field in the past.

In essence, the logic of market outlook expectations for the line of 'big finance'.

It hasn't changed at the moment, not only has it not changed, but it has continued to grow.

As the future expectations continue to increase, the related core stocks have not narrowed their future expectations in the successive surges in stock prices.

Since the expected difference has not narrowed.

Then, if you dare to attack aggressively in this position, there will naturally be a lot of funds to be raised on a large scale.

He thinks this is the fundamental reason why the main line of 'big finance' is obviously stronger than the market trend and other main lines in the market.

"It's fine if there is a sustained short-squeeze market." Xu Xiang responded, "The position of the Shanghai Stock Exchange Index near 3000 points requires a strong mainline market to maintain it, so as to continue to stimulate the market's investment and hype sentiment, and to Let the 'bull market expectations' go further into the hearts of the people."

The brief exchange between the two...

However, in a few minutes, the securities sector index has further rebounded to a 3.5% increase.

At the same time, driven by the rebound of 'big finance', a number of other industry sectors and concept sectors in the fields such as 'technological growth', 'big consumption', and 'non-ferrous cycle' have also rebounded, while 'infrastructure', ' In the main areas that were popular in the early stage, such as the military industry, the trend of rising and falling has become more and more obvious.

"Sure enough, the 'big finance' is still strong, so quickly regained most of the intraday range of the early drop."

Seeing the changes in the market conditions, it has returned to the pattern of rebounding and rising with the core line of "big finance". The strong trend of the Internet financial sector shocked.

"It seems that the main lines of 'infrastructure' and 'military industry' in the early stage are indeed a thing of the past."

"The core main line of the market has been switched. The popular main lines of 'infrastructure' and 'military industry' in the early stage, without the focus and attention of the main funds, naturally cannot be as strong as the early stage, but I think these early hot spots It shouldn’t be possible to adjust the main line by much, right? After all, the overall market conditions are still positive.”

"If the index breaks through like this, if it doesn't rise, it will already fall."

"Good guy, is it a fall if it doesn't rise now?"

"Although Mr. Su's 'Fortune Road' seat has never appeared in the core stock dragon and tiger list sales seats in the early hot main line fields such as 'infrastructure' and 'military industry', compared with the early hot spots of 'infrastructure' and 'military industry' Regarding the trend of the main line and the main line of 'big finance', even if Mr. Su has not cleared his positions in the main line fields such as 'infrastructure' and 'military industry', it is estimated that he has already significantly reduced his positions."

"President Su must have significantly reduced his positions in the main line fields such as 'infrastructure' and 'military industry'. Otherwise... how could there be such a huge amount of funds to increase the main line of 'big finance' chips? Let me say... this At this time, don't have any illusions about the main lines of "infrastructure" and "military industry" in the early stage. Follow Mr. Su's pace of rebalancing and pursue the securities and Internet financial sector stocks in the "big finance" field, which is the correct operation idea .”

"Even if the main lines of 'infrastructure' and 'military industry' rebound, they will definitely not be the mainstream sectors of the market."

"Yes, chasing stocks in the securities and Internet finance sectors is the kingly way."

"Securities are the standard-bearers of the bull market. Since the bull market has come, the securities sector has at least doubled. The securities sector has risen sharply for 3 days. If you still can't realize the big market trend of the securities sector, it should be too wrong. "

"Haha... It is true that I chased the check from 'Huaxin Securities' in the early trading. Although I have been trapped for a short time, I am not panicked at all."

"I chased the check from 'Orient Securities'. I originally opened sharply higher in the early trading, and after the sharp drop, I thought I would lose money today. I didn't expect...to get a daily limit."

“When buying stocks, you must buy stocks with an upward trend.”

"Yes, you must never buy stocks that are already in a state of adjustment."

"In short, stocks that continue to underperform the market must not be held for a long time."

"It doesn't need to be so complicated. Anyway, it's always right to follow Mr. Su to buy and sell. The stocks that Mr. Su is buying are definitely the stocks with the strongest trend in the market. If you follow him, you will definitely be able to make money."

"The key is that Mr. Su has bought too many stocks now, so it's hard to follow suit."

"Wouldn't it be nice to just pick one of the stocks Mr. Su bought?"

"Hey, in fact, it's not good to choose stocks. It's also possible to buy industry-level funds, such as securities B, which come with leverage!"

"That's a way, I'll give it a try."

During the discussion, the time had moved to 11:30, and the two cities ushered in the noon closing.

After half a day of violent fluctuations, the Shanghai Stock Index closed at a gain of 1.24% at noon, basically recovering most of the intraday losses.

The Shenzhen Index and the ChiNext Index rose 0.89% and 0.79% respectively, slightly weaker than the Shanghai Index.

The half-day turnover of the two cities reached 3060.98 billion. Compared with yesterday's market volume, it has declined, but the decline is not much, and the market volume is still very active.

The performance of the core main line of the two cities.

The securities sector closed with a half-day gain of 3.88% after experiencing violent fluctuations. The Internet Financial Sector Index closed up 3.59% at noon. The two major sectors ranked No. 1 on the industry sector gain list in the two cities, and No. 1 in the concept sector gain list in the two cities. .[-]. The core hot spots and main direction of the market still revolve around these two major sectors.

Except for the leading securities and Internet finance sectors.

Although the performance of the two major sectors of banking and insurance during the day was not as outstanding as these two major sectors, they also outperformed the Shanghai Stock Exchange Index and performed relatively strongly.

'Technology Growth', 'Big Consumption', 'Nonferrous Cycle', 'Petrochemical' and other main line sectors.

The half-day trend was slightly weaker than that of the main line of 'big finance', but they still maintained the red market status, and many of the constituent stocks also followed the index, setting a new rebound high for this year, or a new high for the year.

As for 'infrastructure', 'military industry' and other popular main line areas in the early stage.

A number of related industry sectors and concept sectors have all come out of the trend of rising and falling after a period of heavy volume.

And the 'sports industry development' and 'sub-new shares' two major feeder market.

All the stocks in the main line of the concept of "sports industry development" have fallen into a state of adjustment following the huge explosion of "Leiman Optoelectronics"; "The high-level explosion board, many near-end sub-new stocks that followed the trend of "Blue Stone Heavy Equipment" before, also experienced a sharp adjustment trend, or rushed up and fell, or fell straight down.

Of course, in the market adjustment of these two major branches.

In the field of these two concept sectors, there are also many low-level concept stocks that have not kept up with the leading concept stocks before, and today there is a trend of supplementary growth.

Except for these more core mainline areas.

Other non-hot areas such as the ST sector, restructuring backdoors, pharmaceutical business, animal husbandry, agriculture, etc.

Today, there is a clear trend of compensatory growth, and its overall market performance is stronger than that of the previous popular main lines such as 'infrastructure' and 'military industry', and even stronger than that of many industry sectors and concept sectors in the main line of 'technology growth'.

Overall...

Although the market in some core mainline fields has experienced obvious differentiation and violent shocks today.

However, the overall market performance is still as strong as ever, and the overall profit-making effect of the market, compared with the previous few days, has no obvious recession or decline.

Moreover, the volume can remain stable, and the "bully market expectation" is still deepening among the broad investor groups inside and outside the market.

What's more, of the more than 2000 stocks in the two cities, more than 1500 stocks are still in the red market at this moment, and more than 40 stocks are closed to the daily limit.

Faced with such a closing situation at noon.

The majority of investor groups inside and outside the market are naturally satisfied.

After all, when most stocks keep closing in the red market, the effect of losing money in the market is very small. Most of the investor groups participating in market transactions still have red accounts, even if some of them chased high in the early trading The investors who raised funds were temporarily trapped at this moment, but everyone is still full of confidence in the market performance in the afternoon and the market in the afternoon, without any pessimism spreading.

"Today, in the direction of 'Big Finance', many stocks in the 'Securities' sector and the 'Internet Finance' sector that have continued to skyrocket are indeed differentiated, but I didn't expect that the differentiation and shock...is actually such a strong high-level shock pattern."

At noon, after a brief resumption of trading, in the main hot money group of Yuhang where Su Yu belongs, many big hot money groups are still discussing fiercely about market changes, and looking for trading opportunities that may appear in the afternoon market .

"Indeed, I buried almost 500 million orders near the flat price of the two stocks of Orient Securities and Orient Fortune, but I didn't even buy a bargaining chip. Later, when I saw 'Orient Securities' straight up, I was shocked, and it was still at the limit The listing orders are rushing to raise funds, and the trends of the two major sectors of securities and Internet finance, to be honest... are much stronger than I expected, and they simply refuse to adjust."

"It's mainly due to Mr. Su's rush to buy in this wave. There are also continuous positive expectations from the direction of 'big finance'. At the same time, the market's investment sentiment and investment confidence are obviously higher than a few months ago. Mr. Su When the market height of the main line of 'infrastructure' and 'military industry' was hit, it came much more violently, so... the market trend of the main line of 'big finance' was naturally faster than the main line of 'infrastructure' and 'military industry' at the beginning. Vigorous."

"Nowadays, the market's 'bull market' expectations have been formed, don't think about buying chips at a low price."

"Indeed, from today onwards, I plan not to do short-term, just hold a few core stocks in the securities and Internet finance sector with full positions. In the bull market stage, in fact, for short-term and frequent trading, it is better to hold it all the time and cover the stocks. more profitable."

"Agreed, at this time, it is necessary to change the way of trading."

"I have to say that Mr. Su's situation is really big. This wave of Shanghai stock index's 3000 points, counting it, was really lifted up by him."

"Now 3000 points have been stepped on by the Shanghai Stock Exchange Index. Now... we have to look back at 3500 points and 4000 points!"

"Hey, maybe by the end of the year, you will see the stock index reach 4000 points?"

"It's hard to say 4000 points, but 3500 points for the Shanghai Stock Exchange Index should not be difficult. After all, the line of 'big finance' pulls up the index, which is really strong."

"With such a strong market acceptance, I feel that the securities and Internet finance sectors in the afternoon can continue to soar."

"In the bull market stage, all the time for suspension and rest is a process of fermenting bullish emotions. If there is no accident, after the market opens in the afternoon, whether it is the index or the overall market, it should be able to continue to rise. At 3 o'clock in the afternoon, the stock index There will be no suspense when the red plate is closed."

"I just raised a sum of money, and I will continue to buy in the afternoon. Which one do you think is better, 'Huaxin Securities' or 'Oriental Fortune'?"

"In terms of flexibility, it must be the check from 'Oriental Fortune'."

"I also think that the check of 'Oriental Fortune' is much more flexible than the check of 'Huaxin Securities'."

"'Internet brokerage' is still promising in the future. With the business layout of 'Oriental Fortune', under the wind of the bull market, there shouldn't be much suspense for the market value to reach 1000 billion in the future."

"If it is 1000 billion, there is not much room for it. After all, the market value of this check is now 400 billion."

"Choose 'Flush Flush'. The current market value of this check is only more than 100 billion, which is only one-third of the market value of the 'Oriental Fortune' check. The same business, more users, and future potential should not be lost." For the "Oriental Fortune" check, at least compared to the current market value of the "Oriental Fortune" check, the "Smooth Flush" check has a lot of room for supplementary growth. The absolute core concept leader."

"The check of 'Straight Flush' is good, and there is no problem with the logic, but today it is completely flat, and there is no chance to buy it at all."

"The opportunity to buy, the entire main line of 'big finance' fell sharply in the early trading, and when the discrepancies were the greatest, the daily limit was still heavily loaded. At that time, most of the pending orders could be bought, but now, it must be difficult. , but no matter what... the check has already reached the daily limit for several consecutive times, and there will definitely be a buying opportunity tomorrow."

"Comparing the checks of 'Flush' and 'Oriental Fortune', the check of 'Hengsheng Electronics' is not bad at all!"

"That's true. Most of the domestic trading systems and quotation systems come from the company 'Hengsheng Electronics', and this stock also has the concept of 'Ari Baba'. After the listing, the market hype in this area has not formed a climate, and I feel that there will be a wave of big waves in this conceptual field sooner or later.”

"The concept of 'Ari Baba' is biased towards the conceptual fields of 'Internet software' and 'Internet application'. Generally speaking, it belongs to the main line of 'technological growth'. However, from the end of June to now, 'technical growth' "This main line is basically in a sideways adjustment situation. The line of 'Ari Baba' has no major market performance, which is too normal. However, with the follow-up adjustment of the line of 'Technology Growth', the end of the adjustment , Many "Internet software" and "Internet application" companies have caught up with the explosive performance, and I still believe that the main line of the concept of "Aribaba" will definitely be hyped by funds."

"In general, the check for 'Hengsheng Electronics' has a lot of room for expectations, right?"

"Supplementing the 'bull market' expectations, I think that the check of 'Hengsheng Electronics' will definitely have a space height of 3 to 5 times in the future."

"I agree. After all, many financial institutions such as securities companies, banks, and insurance companies are currently developing handheld clients. These businesses... are basically one of the main businesses of 'Hengsheng Electronics'. Its future main business, revenue , The potential for a large-scale explosion of profits is still very high.”

"Actually, in the direction of 'Internet Finance', the future performance expectations are not bad."

"Last year, the hype in the 'Internet Finance' sector was purely conceptual. This year...with the addition of 'bull market' expectations, it is likely that large-scale hype will be carried out in the direction of performance realization."

"That's right, the concept hype, the final landing point, isn't it the fulfillment of performance expectations?"

"In this way... I feel that the prospect of the main line of 'technological growth' is still good. Maybe, after the main line of 'big finance' makes room and fulfills certain 'bull market expectations', 'technological growth' 'This line can also replicate the glory of last year."

"It's entirely possible!"

"Actually, as long as the market volume can be maintained at 5000 billion or even more than 6000 billion, the market will not be bad."

"That's right, that's right, there is a market only when there is quantity!"

Accompanied by the rapid refresh of news in the group, as well as in-depth discussions on market changes by the big hot money in the group.

Before you know it, 1 o'clock in the afternoon arrives.

I saw that the market had just entered the trading period, and the stagnant disk of the two cities changed rapidly.

The two major sector indexes, the securities sector and the Internet finance sector, surged higher as soon as the market opened after the emotions brewed at noon. The stocks within the sector, especially the core stocks with high popularity and focused on by the majority of investors in the market, such as ' Stocks such as Huaxin Securities, Huatong Securities, Oriental Fortune, Hengsheng Electronics, etc. almost immediately ushered in a wave of concentrated buying as soon as the market opened, pushing their stock prices up by more than 1 point. .

Subsequently, the main line of 'big finance' continued to receive concentrated attention and attention from financial groups inside and outside the market.

The Shanghai Index, Shenzhen Index, and ChiNext Index also continued to pick up.

At the same time, thanks to the passive rise of the index by the main line of "big finance", a large number of stocks in other main line fields in the two cities have more or less received the attention of funds, and their stock prices fluctuated and rose.

The overall pattern of the two cities, which continued to fluctuate and strengthen, was maintained until around 2:10 pm.

Then, due to the excessive selling pressure of the 'Blue Stone Reload' and the lack of receiving orders at such a high level, this check once again suffered intraday profits after the intraday turnover rate exceeded 55%. The extreme selling pressure of disk funds.

At 2:15, the 'Blue Stone Heavy Equipment' fell sharply, and the intraday decline once again dropped to the 5% mark.

At 2:20, there was a panic selling phenomenon of profit taking on the market of 'Blue Stone Heavy Equipment', and its stock price hit a new intraday low, with a drop of about 7%.

At 2:26, ​​after the intraday turnover rate of 'Blue Stone Heavy Equipment' exceeded 65%, it quickly hit the limit.

At 2:27, after the 'Blue Stone Heavy Equipment' hit the limit, the bottom-hunting funds further dropped sharply, and a large amount of profit-making funds that continued to be sold were sealed on the limit. Here, this check completely ended its The record of the highest 24 consecutive boards created the trend of the sky and the floor within the day, killing all the funds of 25 billion in total at the height of the 15.29 boards of the check today and the intraday bottom-hunting.

'Blue Stone Heavy Equipment' walked out of the sky and released the sky's limit.

The pattern of the two cities, which was originally driven by the "big finance" and had been oscillating upwards, suddenly changed rapidly again.

Gathered in the main line of 'big finance', the profit-making funds gathered in the main line of 'technological growth', 'big consumption', 'infrastructure', 'military industry', etc., were greatly affected at this moment, and they were all listed on the corresponding stocks. , and carried out a rapid concentrated sell-off.

At 2:30, when the market entered the half-hour stage of the late trading.

The major core indexes in the two cities, as well as the core main lines, all showed a rapid diving trend with temporary heavy volume.

At 2:35, in just a few minutes, more than 87 of the 10 stocks that had reached their daily limit in the two cities had crashed. Among them, Changliang Technology in the 'Internet Finance' sector had exploded, and its stock price instantly crashed. It fell to around a 7% gain.

At 2:38, 'Leiman Optoelectronics', which was originally popular and fluctuated upwards, also fell rapidly at this time, and once again fell to the low point of the intraday stock price. , Winter Olympics concept, and outdoor sports concept sectors were affected by this one after another, turning green and falling.

At 2:42, the securities sector index fell back to a 4.45% increase from the 3.25% increase in the afternoon session.

At 2:45, many individual stocks in the main line fields such as "military industry" and "infrastructure" in the early stage rose and fell. At this moment, they were once again taken over by active fund groups doing "high-low switching", and there was a short-term surge.

At 2:48, the securities sector index continued to fall back to the 3% increase position. At the same time, the ST sector, restructuring borrowing, petrochemical industry, animal husbandry, agriculture, rural revitalization, electric power, public transportation, etc. had obvious gains in the past few days. At this time, the marginal concept sectors and mainline sectors, which underperformed the market and were relatively stagnant, suddenly received intensive attention from main funds and bucked the trend and strengthened.

Of course, this also shows that in the last ten minutes of the end of the game.

A lot of funds from the core main line fields such as 'big finance', 'technological growth', and 'big consumption' to reduce positions and take profits have begun to trade with the idea of ​​​​"high-low switching".

At the same time, it also shows that everyone's confidence in the market is still very high.

Otherwise, the funds that come out will not choose to continue to buy.

At 2:51, the stock index fell back to the 1.67% increase from the highest increase of 1.01% in the afternoon, while the Shenzhen Stock Exchange Index and the ChiNext Index fell back to the 0.5% increase.

At 2:55, the turnover of the two cities reached more than 5800 billion, which was a slight decrease compared with yesterday.

At 2:57, when the entire Shenzhen market entered the final call auction moment, Changbright Technology closed the daily limit again, and the 'Securities' and 'Internet Finance' sectors, at this moment, ushered in signs of concentrated large funds buying.

Finally, when 3 o'clock in the afternoon came and the two markets closed.

I saw that the Shanghai Designated Index was in the position of a 1.05% increase, which was worthy of standing at 3080 points; the Shenzhen Stock Exchange Index and the ChiNext Index rose by 0.49% and 0.53% respectively; and in addition to these major indexes, the A50 Index closed today. Thanks to the strong fluctuation of the main line of "big finance", it still exceeded 2%.

Faced with such a closing result...

Inside and outside the market, although the majority of investors are a little depressed about the diving trend of the two cities in late trading, they are generally quite satisfied. After all, even in terms of closing results, there are still more than 1300 stocks in the two cities, which maintain a stable performance. The situation of closing on the red plate.

And after the market closed, 'Blue Stone Reloading', the leading concept stock that caused the two cities to dive rapidly in late trading.

Its market attention has also soared further, which has triggered extremely fierce long-short debates, and even sparked heated debates on the "sub-new shares" sector and subsequent new listings.

Some people think that this check has been seriously overdrawn, and today's intraday high is the peak of the stock price that this check will never exceed in the future.

Others believe that as long as the market bull market continues.

Then, as the core concept leader of the market, 'Blue Stone Reloading', the stock price will be reversed sooner or later.

Of course, what everyone discussed more was the impact of this check on the "secondary new shares" sector and the formation of subsequent new listings.

Everyone is guessing, the entire market, in the new shares issued in the next two months.

Is there any new stock that can surpass the check of 'Blue Stone Reload', or approach the record of 'Blue Stone Reload'?

Except for the discussion about this check.

Inside and outside the market, the eyes of the majority of investor groups are still mainly focused on the direction of "big finance".

And with the passage of time in the market, when the dragon and tiger lists of the two cities were announced, everyone found that among the main line constituent stocks of the "big finance" listed on the list, the trading seats of the "Wealth Road" of the Yuhang Department were still being bought. The heat of the discussion exploded directly. Countless people were shocked to the point of numbness by the extreme increase-in-buying operation of the 'Yuhang System'. It can be said to be jaw-dropping and unbelievable! (end of this chapter)