The investment era of rebirth

"Mr. Su's 'Wealth Road' is still for sale!"

When I saw the trading positions disclosed by the stocks of 'Oriental Securities, Hengsheng Electronics, and Western Securities' on the Dragon and Tiger list, 'Fortune Road' continued to buy, and while buying, it did not sell a single stock. In an instant, extremely heated discussions erupted among the broad investor groups who paid attention to the stock market.

"It seems that President Su is more optimistic about the line of 'big finance' than the main line of 'infrastructure' and 'military industry' before!"

"'Wealth Road' is really awesome, it has been bought for 4 consecutive trading days."

"For 4 consecutive trading days, all of them were net purchases. This amount... is really not comparable to ordinary main funds!"

"Just now, I did a recalculation. In the past few days, the "Yuhang Department" funds under the leadership of President Su have purchased on the Dragon and Tiger List. 62.37 billion, it just exploded... This is only the disclosed amount of funds, and the real purchase amount must be several times more than the disclosed amount."

"So, the 'Yuhang Department' funds under the leadership of President Su should have at least 200 billion or more positions in the 'big finance' line, especially in the two major sectors of securities and Internet finance?"

"Don't doubt it, it must be so!"

"The main fund of the 'Yuhang Department' managed by Mr. Su held a lot of chips in the 'Internet Finance' sector before? Logically speaking, Mr. Su's 'Wealth Road' is still increasing its position in the Internet finance sector. It means that Mr. Su's previous positions in the 'Internet Finance' sector must still be there!"

"There is no doubt that the line of 'big finance' is destined to be the core of the market."

"It seems that the securities sector will continue to rise tomorrow."

"Boss Su's efforts to increase positions are enough to show that in the future market performance, the main line of 'big finance' will definitely continue to shine."

"Actually, if it weren't for the check of 'Blue Stone Reloading' that hit the market sentiment today, the main line of 'Big Finance' would definitely continue to make a strong upward breakthrough."

"Hey, the check for 'Blue Stone Reload', today is really miserable."

"Oh my god, it's been a long time since the market has seen such an extreme intraday trend?"

"The last time there was a sky-high floor in the market was a month ago, when the two major sectors of 'infrastructure' and 'military industry' fell rapidly for the first time."

"Anyway, the check for 'Blue Stone Reload', under today's trend, the short-term market should be over."

"A total of up to 25 boards. This 'big demon stock' can reach the current height of the space. The various funds participating in this check, as well as the investors of all parties, have already made a lot of money."

"Indeed, the space with a maximum of 25 connected boards is already a record in the market."

"The trend of this check has come to an end, and the mission of the market has been fulfilled."

"Well, if it weren't for the "Blue Stone Reloading" check that continued to exceed expectations, and the extreme short-term long-term sentiment condensed, the stock index hit 3000 points, and there should be some repetitions. Moreover, many concept stocks should There will not be such a hot hype market trend."

"That's right, this check is definitely indispensable for the full outbreak of 'bull market expectations'."

"However, in the short term, the 'sub-new stock' sector should be avoided, right?"

"It should be fine. Even if the market trend of 'Blue Stone Reloading' collapsed today, the impact on the sub-new stock sector and the trend of high-priced stocks in the market is actually not great. On the whole, the relatively high-ranking stocks in the market There was no extreme panic selling of popular concept stocks because of this check.”

"It is mainly the main line of 'big finance' that supports the market."

"Although the overall investment sentiment in the market is very good, today's divergent trend and sentiment cannot be ignored. I estimate that tomorrow's market trend may continue to diverge and adjust, and there was a 'mainline market rotation' at one time today. The signs are generated, and it feels like a lot of funds are buying stocks in the low-level stagflation sector in the market, and are doing the 'high-low switching' of the market rotation."

"As long as the market volume can support it, and the turnover of the two cities can be stabilized at more than 5000 billion yuan, then I think that no matter which main line of chips you hold, it will rise sooner or later."

"Although under the expectation of a 'bull market', individual stocks will rise and the market will also rotate, but the 'strong ones are always strong' still exist. Even if other mainline stocks will continue to rise with the index, the increase will definitely not keep up with those on the cusp. The core stocks of the main line of 'big finance', especially the core stocks of the brokerage sector."

"Yes, if you are not deep in other main lines, or if you have made a profit, it is better to concentrate on the main line stocks."

"It's a pity that the core leading stocks with relatively consistent market sentiment have to chase high and buy."

"Hey, if you don't think you need to chase the high to buy, then this check is very likely to be at the key point of the long-short trend, and naturally there is no need to buy it."

"The bull market focuses on momentum, while the bear market focuses on quality. Now that the bull market has come, it is time to change the strategy and follow the core main line of the market to make orders."

"In any case, as long as the market volume can remain above 5000 billion, the securities sector, with many core securities stocks, is definitely the first choice for investment and trading."

"Today's volume has shrunk compared to yesterday's. I feel...after the stock index breaks through 3000, it should step back on the 3000-point support, right?"

"Just focus on the gap that jumped yesterday. As long as the Shanghai Stock Index does not fill the gap, it will be a strong performance."

"The Shanghai stock index has always had the habit of filling vacancies!"

"However, when an important bull market starts in history, the gap that jumps is not filled. Just look at the K-line chart when the Shanghai Stock Exchange Index broke through 06 points in 2000."

"Whatever it is, filling the gap or not will not affect my full position in securities stocks."

"In the early stages of a bull market, faith is a must."

"As long as Mr. Su continues to buy, there is nothing to worry about."

"Yes, Mr. Su has continued to increase positions in the main line of 'big finance', especially in the securities and Internet finance sectors, and with such a large-scale position, I don't believe that the market of the 'big finance' line will easily Finish."

In the heated discussion...

As time goes by, the market's investment sentiment, as well as investment confidence, continues to increase.

In the evening, the news was calm, but the trend of the external market was booming, which further stimulated the investors' expectations for the follow-up market trend.

For two days on the weekend, market news remained calm.

But even if there is no clear positive news on the news, various investor groups can still summarize a lot of positive information in the review summary, which can be used as a basis for continuing to be bullish on the market outlook.

In the so-called bull market stage, during all suspension periods, the reaction of market sentiment is always tilted in a positive direction.

This is the current portrayal.

After two days of rest...

On Monday, November 11, the market once again ushered in a trading day.

At 9:15 in the morning, amidst all the attention, the two cities ushered in a call auction.

I saw that in the entire market, there were more than 2000 stocks, and more than 1400 stocks achieved a high opening in the initial call auction stage.

Among them, individual stocks in the securities sector all opened higher in red.

And as a securities stock with the highest attention in the market, the check of 'Western Securities' opened significantly higher by more than 6%.

As for the receipt of the sky-floor trend in the intraday session last Friday, which killed all the funds received in the intraday session on Friday, the check of 'Blue Stone Reloading', which has also attracted a lot of attention from market investors, did not appear too tragic at this moment. The effect of losing money is only slightly lower by about 2 points.

And the check for 'Leiman Optoelectronics', which also received a big Yinxian in intraday trading on Friday, with obvious money-losing effects.

At this moment, it is almost flat.

"The market sentiment is very good. Judging from the situation, there is a high probability that the two markets will open higher." At 9:18 in Shenzhen, inside Xinniu Fund Company, the trading room of the main fund, Mou Zhengxing stared at Changes in the call auctions in the two markets, smiling authentically, "The overall market sentiment reaction is really stronger than the wave. Sure enough, the market ecology after the market broke through 3000 points is really different from before."

Fang Xinsheng beside Mou Zhengxing said with a chuckle: "After the stock index has stabilized above 3000 points, it means that the curtain of the bull market has been opened. Can the mood be bad? At this time, as long as there is no extreme negative blow in the market , then the market's long sentiment will naturally become stronger from wave to wave.

This is driven by the natural market trend ecology of the market.

At this stage, we don't need to pay too much attention to small changes in the market, we just need to focus on a few big market indicators, and pay attention to the overall investment sentiment and investment confidence changes in the market. "

"Okay!" Mou Zhengxing nodded, and said again, "Boss Fang, I feel that the 'securities' sector line, under this kind of emotional reaction, there is really no buying point in the short term, and it is estimated that it will continue to squeeze all the way up!"

Fang Xinsheng responded: "In the securities sector, the consensus expectation of the market is too strong. With such a strong consensus expectation, there will naturally be a steady stream of underwriting orders, and it will definitely be difficult to adjust the stock price downward. If we want to continue Increasing the weight of positions in this sector can only be chasing up and buying in the intraday market price."

"But I have a little doubt!" Mou Zhengxing said, "I always feel a little strange that the funds of the 'Yuhang Department' have increased their positions in the securities sector day after day."

Fang Xinsheng was slightly taken aback when he heard his words, and asked, "What's so weird?"

Mou Zhengxing thought about it for a while, and replied: "It feels like it was done deliberately. Except for the first day and the second day of the 'big financial' riot, the buying volume was very large. On the third and fourth days, In fact, the amount of purchases is not large, and it seems to be able to guide market capital groups to gather in the direction of 'big finance'."

"Whether it is guidance or not, this is generally beneficial to our current position structure." Fang Xinsheng said, "The funds of the 'Yuhang Department', no matter what kind of motivation the 'big finance' is drawn to This line should be intended to further stimulate the market trend, make the 'bull market expectation' deeply rooted in the hearts of the people, and really kick off the bull market."

Mou Zhengxing nodded and said, "This is undeniable!"

Fang Xinsheng smiled, and continued: "So, at this time, don't worry about what other people's motives are, we just need to be ourselves."

"Okay!" Mou Zhengxing replied, not continuing this topic.

He turned his gaze, and put it back on the market of the two markets again. At this time, the trading hours of the market had already entered around 9:20.

After the initial 5-minute call auction.

After the market enters the real call auction after 9:20.

Originally, in the initial call auction stage, many buyers put up the buy orders, but not many orders were withdrawn at the moment of 9:19.

Moreover, at this moment, the market as a whole opened higher.

Compared with the time at 9:15, it was even hotter. The number of high-opening stocks increased from more than 1400 a few minutes ago to more than 1500.

Among them, the securities sector index opened higher from 0.89% at the beginning of the call auction to 1.35%.

The Internet finance sector index opened higher by 0.62% from the initial 1.08% in call auctions.

The higher opening range of the insurance and banking sector indexes has also expanded from about 0.4% at the beginning of the call auction to about 0.7%.

Even 'Lanshi Heavy Equipment' and 'Rayman Optoelectronics', two leading concept stocks that opened lower.

At this moment, they also turned from falling to rising.

"Hey...the market has even strengthened after 9:20." At this moment, inside Yuhang, Anzhao Fund Company, and in the trading room of the main fund, fund manager Zhou Hui stared at the changes in the two markets with a serious expression on his face. The look on the board was obviously a little surprised, "I thought the market trend last Friday was not good, and many funds received in the market were killed. Today's opening market will probably turn weak. I didn't expect... the market's fund acceptance strength , far more tyrannical than we expected!"

"Yeah!" Qin Qiuyue next to Zhou Hui nodded slightly, with a slightly surprised look on her face, and said with a smile, "Especially the line of 'Big Finance', the securities sector and the Internet finance sector are really strong Hengqiang, Accompanied by the expansion of capacity, the power to undertake is one wave stronger than the other.”

Zhou Hui thought for a while, and replied: "Securities and Internet finance are the two leading sectors. After four consecutive trading days of continuous incremental upside, they should have completed the transformation of the bargaining chip structure at the bottom stage, right? Next... If the height of these two core main lines is to be fully opened, they cannot continue to increase in volume.”

"In the four trading days of the securities sector, the total turnover has exceeded 4 billion." Qin Qiuyue said, "It stands to reason that the bottom bargaining chips should be stabilized under this level of volume and energy. Let's take a look at these two stocks today. As for the volume and energy of the popular core sectors, I guess... it should be shrinking."

The expansion of the mainline market...

After completing the exchange of chips at the bottom, it is necessary to reduce the volume and follow the trend in order to open up a higher market space.

After all, after increasing the volume at the bottom, shrinking the volume again can prove that the capital group involved in the bottom is continuing to lock up positions and is firmly optimistic about the follow-up market.

So, generally speaking, in the midst of transactions.

After the bottom is heavy, the stocks that continue to shrink and rise, forming an upward trend, even if they have profits in their hands, they may as well continue to hold them.

While the two of them were talking, the trading hours of the market had quickly reached 9:25.

The two cities ended the call auction session.

I saw that in the end the Shanghai Stock Exchange Index opened higher by 0.77%, basically recovering the diving decline at the end of Friday; the Shenzhen Stock Exchange Index and the ChiNext Index opened higher by 0.49% and 0.38% respectively; Driven by the higher opening, the A50 index opened higher by 1% again.