The investment era of rebirth

Of course, in this kind of sentiment that the institutional group collectively sees more and sings more.

Many capital groups who have not entered the market but are seeking to enter the market, seeing the market gradually weakening within the day, are also thinking about whether there is a lower entry position.

Many main institutional funds who intend to increase their positions but are still a little hesitant in their hearts have the same idea.

In short, at this stage.

The anticipation of the 'bull market' is still increasing, and the fund groups entering the market to undertake are still in a steady stream. Similarly, the fund groups who are hesitant, thinking about waiting for an opportunity to undertake at a low level, and also think that the market may rebound, not a bull market reversal Funding groups are still not in the minority.

It's just overall, the financial strength of the bulls, and the emotional response of the bulls.

In the entire market situation, it still clearly has the upper hand.

At noon, apart from the existing market sentiment, there was no clear positive news on the news, and the regulators seemed to be temporarily on the sidelines, leaving the whole news in a vacuum.

But under pure emotional reaction.

In the afternoon, after the market reopens.

Many profit-making funds on the market that can maintain a calm position in the morning, as well as many historically locked-in chips that have been released in the early stage, are found to be positive and stimulating when there is no new market news, and the two markets have clearly differentiated, which is extremely likely. There may be a quick pullback, and the sell-off has become significantly heavier as it continues to step back below 3000 points.

However, there are many potential long-term capital groups that originally planned to actively rush to raise funds and actively undertake.

Seeing that there is a possibility of market adjustment, thinking that it might be more appropriate to undertake at a low level, so his enthusiasm for taking the initiative to undertake the market has also been significantly reduced a lot.

The power of short selling and the power of long acceptance are ebb and flow.

This directly caused the market to fluctuate all the way down after the market opened in the afternoon.

During the entire afternoon trading period, except for the securities sector and the Internet finance sector, they still maintained a certain degree of strength in the market, and the other major main lines were all in a weak trend pattern of shocks and declines.

Among them, especially the early main line fields such as 'infrastructure' and 'military industry'.

After losing the recognition and active acceptance of the main funds, the selling force within the main line field has become particularly heavy.

It was around 2 o'clock in the afternoon that there was a relatively concentrated trend of panic selling and selling.

Finally, when 3 o'clock in the afternoon came, the two cities ushered in the closing time.

I saw that after a day of violent shocks, the Shanghai Stock Exchange Index closed around the flat position, closing a false negative line; while the Shenzhen Stock Exchange Index, ChiNext Index, and Small and Medium-sized Index Index all closed down across the board. Among them, the small and medium board index closed with a 1.14% decline.

The A50 index has been strongly supported by the main line of 'big finance'.

In the end, it still closed with an increase of 1.01%.

The two cities were in the midst of violent shocks, and a total of 5983.49 billion volumes were traded. Compared with yesterday, there are obvious signs of shrinkage, but overall, the performance of volumes is still in an extremely active state. For short positions, trading is relatively active, and liquidity is very sufficient.

In addition to the performance of the index, the main line areas of the core of the two cities.

The main line of "big finance" is still leading the way. In particular, the securities sector and the Internet finance sector are still leading the industry and concept sectors in the two cities. Both sector indexes closed up by more than 2%. Stocks, 'Western Securities' closed up 7.11%, 'Flush Flush' closed up 8.93%, just one step away from the daily limit, 'Huaxin Securities' grew by more than 4%, with a daily turnover of 77.98 billion;'Hengsheng Electronics' Up 5.57%, and the intraday turnover rate reached about 17.7%...

As for the two core weight sectors of insurance and banking.

Although the increase and performance are not as good as the securities sector and the Internet finance sector.

However, in terms of closing results, the indexes of the two major sectors still outperformed the index by a large margin. Among them, the banking sector index closed up 0.78%, the insurance sector index closed up 0.83%, and the internal core constituent stocks, Chinese Commercial Bank rose by more than 1%, Ping An Insurance It rose by more than 1.5%, and Huaxin Insurance rose by more than 3%...

'Science and Technology Growth' main line field.

Such as 'film and television media', 'Internet software', 'Internet application', 'smart phone industry chain' and other conceptual subject areas.

Only the 'film and television media' sector index finally closed in red, up 0.77%.

The rest of the branches of conceptual themes are all in a downward trend to varying degrees.

Among them, the "film and television media" sector, such as "LeTV, Huayi Brothers, Guangguang Media, Ciwen Media..." Many popular constituent stocks have come out of the obvious trend of rising and falling today, and on the disk, the main force The net outflow of funds is very obvious.

'Infrastructure', 'military industry' and other popular main line areas in the early stage.

As well as a number of concept sector fields with volatile investment logic based on conceptual themes such as "Asia-Europe Economic Belt", "New Era Road, Maritime Silk Road", and "Reform and Reorganization of Central Enterprises and State-owned Enterprises".

Today is another general decline.

And in these fields, the 'military industry' and 'nuclear power' sectors have become the main force of the decline.

The core concept stock in its field, 'Lanshi Heavy Equipment' closed at the daily limit today despite yesterday's daily limit. It is even more explosive, 'Shanghai Construction Engineering, Beijiang Communication Construction, Hongdu Aviation, Aerodynamics, Aerospace Science and Technology, Aerospace Development, Beixin Road and Bridge, Yaxing Anchor Chain, Dalian Heavy Industry...' All stocks are all It closed in the form of a sharp drop, with a drop of more than 5.76% one after another, significantly underperforming the market index.

As for other marginal main-line fields such as 'big consumption', 'non-ferrous cycle', 'pharmaceutical business', 'animal husbandry', 'agriculture'... etc.

In the early stage, there were no independent trends that the main funds paid special attention to.

At this moment, in the overall turbulent and declining trend of the market, there is no obvious large-scale active selling trend.

These main line fields, whether it is related industry sectors, concept sector indexes, or related core stock market trends, basically follow the fluctuations of the broader market indexes, and still do not show any independent trend market, and there is no main capital. Concentrated to undertake, or to concentrate on the traces of selling.

Overall, today's market trend is not good, but it is not bad either.

The main money-making effect is still concentrated in the main line of "big finance", and the money-making effect in other main line fields has obviously ebbed.

But despite the overall market conditions and the overall money-making effect, the tide has ebbed.

However, the strength of the bulls' takeover is still not weak, and even based on the highest point in the session, many core stocks did not fall back significantly at the close. Even the group of takeover funds that chased after the highest point in the session, within the day The quilt cover is not deep either.

According to the previous market trend, such a trend of rising and falling.

It is very likely that there will be a little positive stimulus in the evening, and it will open higher tomorrow morning, and it will hit a new high, and the trapped intraday funds will still be able to make a profit and get out.

So, although after the market closes...

The majority of investor groups inside and outside the market are slightly disappointed with such a closing situation.

However, the vast majority of investors have not wavered in their belief in the bull market in their hearts, as well as their investment confidence and investment sentiment that continue to be bullish on the market outlook.

On the contrary, many people think that the opportunity to increase their positions at low positions is getting closer.

And according to the public data disclosed by the two cities after the market closed, it can be seen that under the overall market shock and adjustment, the financing balance of the two cities has not decreased, but is still increasing. The pass is getting closer.

Similarly, except for the substantial increase in the balance of financing and financing.

At 5:30 p.m., the refreshed data of the dragon and tiger rankings of the two cities showed that.

The main institutions and the main hot money, on the list of the core stocks of the main line of "big finance" and the main line of "technology growth", especially the core stocks of the "film and television media" sector, there is also a substantial adjustment of the "infrastructure" The core stocks in the main line of "military industry" and "military industry" are still showing a continuous increase in positions.

Among the 41 stocks listed in the two cities, according to the dragon and tiger list data disclosed by each stock.

Institutional seats are still showing a net buying status, and the total net buying funds are still as high as 4.78 million. In the market, first-class hot money seats also basically show a net buying trend.

Among them, the "Western Securities" dragon and tiger list data show.

The three institutional seats are still increasing their positions, with a total net purchase of 3.29 million, 2 institutions sold a total of 1.89 million, and the remaining two hot money seats of 'Yanjing Outdoor Street' and 'Shenzhen Yitian Road' totaled 7800 million, and other hot money seats were sold for a total of 6300 million.

You can see it through the dragon and tiger list data of this check.

The 'Yuhang Department' funds and the 'Chunhui Road' funds that were involved earlier are still locked up and there is no sign of selling.

The dragon and tiger list data of 'Shun Flush' is displayed.

Institutions also bought aggressively at high levels, while hot money seats were sold, but the final disclosed transaction volume showed that the overall situation still showed a net buying trend.

Even the core stocks in the main line of the "military industry" that have fallen sharply today, the check for Hangfa Power.

In terms of the data performance of the Dragon and Tiger List, the main funds also showed a net buying trend.

Only the "Blue Stone Reloading" check, the displayed data on the Dragon and Tiger Rankings show that the major capital group sold 1.5 million chips on this check today, of which, the "Rongcheng Gang" that intervened yesterday has basically all slumped On the stage, the total sales of the trading seats of the "Rongcheng Gang" reached as much as 1.32 million.

Generally speaking, according to the disclosed data of the entire dragon and tiger list.

It can be seen that in the situation of overall market shock and adjustment, the continuous buying power of the main funds and the willingness to increase positions have not weakened due to the adjustment of market conditions, but have faintly strengthened. Mainly in this situation, A large number of funds for lightening up and selling came from a large number of retail investors.

"I thought that with today's market performance, the main capital group should reduce their positions a lot, but I didn't expect...the data of the two cities' dragon and tiger rankings is much better than expected!"

After the release of the data of the two cities' dragon and tiger rankings, some of the investor groups who gathered in the discussion areas of the trading platforms and the lock-in areas of the major stock investment discussion platforms felt happy.

"Indeed, the key is that whether it is President Su or President Zhang, they are all locked up."

"I thought the market would have a deep correction, so that's it? Hehe...Since the adjustment is only in this range, then tomorrow...it will be no problem to continue to increase the position and go long."

“According to the fund buying and selling patterns disclosed in the two cities’ dragon and tiger lists, I estimate that it will be difficult for the index to return to the 3000-point level.”

"I also think it is basically impossible for the index to step back to 3000 points."

"The Shanghai stock index broke through 3000 points. You must know that it was the main line of'big finance' that was strongly launched. Now the major major institutions have already entered the market with tens of billions or hundreds of billions of funds, and large-scale holding chips. This kind of Under such circumstances, will the index be allowed to fall, so that the retail investors who did not get in the car before, as well as other major capital groups, get in the car again at a low level? I think this is impossible.”

"Hey, I think so too...those financial groups who want to re-enter the market at a low level are destined to be short-lived."

"With the data performance of the overall dragon and tiger rankings like this, I think that even if the market news in the evening is not good, the index will continue to open higher tomorrow with a high probability."

"I agree, it must be higher."

"It's not that I said...the market in this form can't catch people at all."

"Anyway, I think that as long as the overall trend of the market continues to rise, it doesn't matter if you catch up for a short time. Anyway, you will get rid of the set and make a profit."

"That's the reason. In a bull market, you must have a bull market position pattern."

"I have to learn from Mr. Su. After buying, there must be a lock-up structure. No matter how the market fluctuates in the short term, I will not move."

"Boss Su didn't continue to buy the relevant trading seats today. Does this mean that the layout of the 'Yuhang Department' funds on the 'big finance' line has been completely completed?"

"I don't know, but there is a high probability that it has been completed!"

"In the main line fields of 'infrastructure' and 'military industry' that have been declining rapidly, there is no sign of Mr. Su's related seats being out of positions. Do you still have any positions?"

"I think there must be some. Mr. Su will not invest all the funds of [-] billion yuan in the main line of 'big finance', right?"

"That's definitely not the case, but if we talk about the core main lines of other markets, the line of 'technological growth' is also possible!"

"It's impossible. Mr. Su doesn't seem to be very optimistic about the 'technological growth' line, except for the 'Internet finance' sector that follows the logic of the main line of 'big finance'."

"I think it's not that I'm not optimistic, but that the line of 'technological growth' is too small and has limited liquidity. It can't bear the amount of capital that Mr. Su has, and it can't be deployed on a large scale. If the intervention is shallow , Small-scale holdings actually have little impact on the net value of the entire fund. It is a pity to throw away the so-called tasteless food, so President Su's main line of "technical growth" has not seen traces of President Su buying in large quantities."

"No matter what the reason is, anyway, it's better to avoid the main line areas where President Su will not intervene."

"Agreed, there are so many stocks in the market, and you can do so much, why choose an uncertain one?"

"It's better to follow the main line of 'big finance', and to be the corresponding component stocks of the securities sector and the Internet finance sector. The certainty is the highest. Obviously... No matter how the market index performs in the future, the main line of 'big finance' has formed an obvious continuous rise. Breaking through the trend, it is entirely possible to copy the main trend of "infrastructure" and "military industry" in the previous period."

"Yes, it's right to continue to do the main line of 'big finance'!"

"The so-called 'strong is always strong', the two core sectors of securities and Internet finance, as long as the market volume can be maintained, then I think the follow-up market space must be very broad."

"According to the logical expectations of the bull market, these two major sectors generally still have at least 1 times the space."

"Keep buying, keep going long..."

"And you found out that the overall market trend today, although adjusted, but whether it is the undertaking of the main funds or the performance of the financing balance, they all show a continuous upward trend, which shows that the main fund groups and new investors The capital group in the market is obviously still accelerating."

"Reverse package, reverse package, optimistic about tomorrow's index reverse package, continue to hit new highs..."

Accompanied by the continuation of the extremely intense discussion topics among the majority of retail investors on the major stock discussion platforms on the entire network, and the continuous ferment of bullish sentiment.

In the evening, the upcoming "Shanghai-Hong Kong Stock Connect" will bring more than 1000 billion incremental funds to the market.

Also began to screen the major stock discussion platforms.

Similarly, rumors and rumors about 'pensions entering the market' continue to ferment in depth on major stock discussion platforms.

And the external market continued to advance at night.

And due to the overall surge in the US stock market, after completely recovering the previous decline, many institutions before, the remarks and analysis that the US stock market may peak and the end of the US stock bull market for many years, as well as analysis and judgment, also disappeared instantly, and became concentrated singing. Analysis and judgment.

Under the influence of the vaguely positive news in the evening, as well as the continuous surge in the external market.

The next day, Thursday, June 11.

At 9:15, as everyone expected, the two markets continued to open higher after yesterday’s significant index adjustment. In a short while, many stocks that were adjusted yesterday directly recovered in an instant after opening higher. Yesterday's intraday callback fell, once again hit a new high for this round of rebound, and even this year's annual high.

"Looking at the form of the initial call auction, there is a high probability that the two cities will open higher again!"

At 9:16, in the magic city at this moment, inside Zexi Investment Company, in the trading room of the main fund, Zhou Kan stared at the market of the two markets that had entered the initial call auction mode, and said with some surprise: "Boss, this is the seventh consecutive index. The sky is opening higher, right? This market... is really strong, it seems that even if the profit-taking and hold-ups are suppressed, the index and the corresponding core stocks will not be able to fall at all."