The investment era of rebirth

"That's true!" Mou Zhengxing nodded slightly after hearing Fang Xinsheng's words. He also knew the internal logic that supports the rise in stock prices. The most important thing is the change of expectations, not the fulfillment of expectations. He thought for a while and then said, "It's Mr. Fang again." For the trend of market conditions, we can see relatively clearly. Since the development direction of the market's core main lines is still inseparable from the main lines of 'big finance', 'big infrastructure', 'military industry' and 'technological growth', then it is Just maintain your previous trading strategy.”

Fang Xinsheng smiled and said: "Yes, just continue to maintain the trading strategy with 'big finance' as the core position direction. If the expectation of 'the central bank cuts interest rates and lowers reserve requirements', with the development of market conditions, investor groups inside and outside the market will If the expected fermentation continues to deepen.

So, the core line of 'big finance'.

There will definitely be a steady stream of major bullish capital groups coming in on a large scale to further push up this core main line of the market.

At the same time, in the face of the main financial groups active in the market, they are further concentrated in the direction of 'big finance'.

It's predictable...

On the main line of 'big finance', the securities sector and the Internet financial sector, which are the strongest, most certain and elastic, will definitely have a sharper uptrend.

Furthermore, there is only more than a month left until the end of the year.

Whether public funds or private equity funds in the industry, in order to compete for performance rankings and give a good start to new fund raising next year, they will definitely become much more aggressive in their operating style.

As far as the current market situation and trend form are concerned.

There is no doubt that the strongest sustainable money-making effect is always distributed in the core main areas of 'big finance, big infrastructure, military industry, and technological growth', as well as the 'sub-new stocks' branch line.

However, the volume and liquidity of the 'sub-new stocks' branch are relatively small.

It is only suitable for large investors and hot money to rely on emotional speculation, but not suitable for large-scale institutional capital groups to enter and exit.

Therefore, if there are no accidents...the only radical pursuit direction of these major institutional group funds who want to earn excess profits in the market at the end of the year can only be the "big finance, big infrastructure, military industry, and technological growth" The core main line, especially the most popular and core main line of 'big finance', will not be divorced.

In other words, we only need to stay in the main line of 'big finance'.

Especially in the securities and Internet finance sectors, if you have enough positions, you don't have to worry about holding stocks. If there is no stronger group of buying funds in the future, and they continue to come in to push up the stock price, you don't have to worry about missing out on the market trends.

Besides...it's on the dragon and tiger list today.

Apart from these not-so-smart institutional groups, we have not seen any signs of heavyweight mainline holding institutions like the 'Yu Hang Group' reducing their positions.

Since companies like the 'Yu Hang System' are in the entire main line of 'big finance'.

The size of its positions is extremely heavy. We initially estimate that its positions in the main direction of "big finance" will allow institutions with a size of no less than 500 billion to sit firmly on Diaoyutai.

Then we don't have to worry.

Just understand where the market is currently going.

For the rest, just wait and see the changes in market conditions and emotions, and make corresponding strategic responses at any time. In fact, it is fine. After all, this is a bull market...

The overall market liquidity and emotional response are very positive.

In a market trading environment and situation like this, even if the reaction is slow for a moment, the impact will not be great.

in short……

At this time, it is relatively easy for investors to lose their chips, but it is relatively difficult to get them back.

A bear market has a bear market trading mentality, and a bull market has a bull market trading mentality. Since the majority of investors in the market expect that the market has entered a bull market and is transforming into a comprehensive bull market, then our specific trading strategies and thinking are also You have to follow the changes. "

"Okay, I understand!" After hearing Fang Xinsheng's words, Mou Zhengxing nodded again. The worried thoughts and thoughts before had disappeared. He continued with a smile, "This is my understanding of the market. It’s not enough, and we haven’t seen clearly what the fundamental logic and expected logic really support the core line of ‘big finance’.”

Fang Xinsheng responded: “I don’t blame you, in fact, what you just thought is exactly the way most investors in the market perceive the market.

Otherwise, the so-called 'high-low switching' trend would not have occurred in the market today.

Stocks in the low main line area will not break out of this short-term rise and fall.

It’s just that the cognition and ideas are not so comprehensive.

What's more, after the investment sentiment and investment confidence of the entire market increased, the new capital groups pouring into the market were actually somewhat beyond everyone's expectations. The liquidity was too high, so that the core "big finance" main line had no time to adjust. , it was forcibly pushed up by the new incremental funds.

At the same time, the continued surge in the balance of financing and financing is also rapidly boosting market expectations for the securities sector.

These expectations are intertwined.

The expectations of the securities sector are already in a state of rapid advancement, so it is naturally difficult to have symbolic sector adjustments and relatively cheap chip buying opportunities.

Moreover, I believe that with the securities sector, there will be further short squeeze trends in the follow-up.

The consistency of this morphological pattern will also become more and more intense. "

Mou Zhengxing, after thinking carefully about Fang Xinsheng's analysis and optimistic expectations for a moment, still agreed very much.

And with the two people's in-depth analysis of the dragon and tiger lists in the two cities.

Almost at the same time, Yanjing, Modu, Yuhang, Shenzhen City, Jinling... where all major institutional groups across the country gathered, inside various institutions.

Many well-known fund managers and asset management business managers.

After carefully reviewing the market's intraday trends and the data from the two cities' dragon and tiger rankings.

They also put forward a similar point of view as Fang Xinsheng said, believing that 'big finance', the most popular core market trend in the market, has not come to an end.

At the same time, it is also believed that after the opening of 'Shanghai-Hong Kong Stock Connect'.

As the market bull market further ferments, the influx of "southern" capital groups will most likely increase their positions on a large scale in the future.

It is in this way that everyone's cognitive correction is corrected.The main market development expectations for the market have returned to the core market lines of "big finance, big infrastructure, military industry, and technological growth".

In the evening, the good news about the "New Era Road and Maritime Silk Road" continued to be released to the market.

At the same time, although the central bank and financial institution regulators have not disclosed any news to the market, some rumors that the central bank will cut interest rates and reserve requirements in December are gradually spreading throughout the domestic financial market. It attracted the attention of many investors.

Also, after Friday’s pullback.

The external market trends in the evening also swept away the gloom of Friday night and returned to a trend of opening higher and moving higher.

Moreover, as several major heavyweight technology stocks in the U.S. stock market continue to rise and even set new all-time highs repeatedly, the Nasdaq Composite Index broke through the previous high in one fell swoop and is only a short distance away from its all-time high. .

Stimulated by the surge in U.S. stocks in the evening.

The next day, Tuesday, June 11.

The market hasn't opened yet, but the bullish sentiment before the market is already hot.

All of a sudden, even the investors who had been trapped in the hot stocks in the low main line yesterday had expectations and excitement in their eyes, thinking that today's market would definitely open higher and they would be able to solve the problem. Sell ​​yesterday's chips, and then switch the position back to popular main areas such as 'big finance, big infrastructure, military industry, and technological growth' where the upward trend is more clear and the main capital groups are more involved.

"The market opened high today, so there should be no suspense, right?"

At about 9:10, in the main fund trading room of Zexi Investment Company in Shanghai, Zhou Kan took a sip of water, stared at the two markets that were still suspended with a smile, and said: "And there is a high probability that the core of the market is The focus will also be on the two core themes of 'big finance and big infrastructure'."

Xu Xiang, who was sitting next to Zhou Kan, heard what he said, smiled slightly, and replied: "According to the development of bullish sentiment before the market, as well as the market trend of the external market last night, there are also various rumors circulating and fermenting in the market. In terms of news factors, there should be no suspense as the index opens higher.

As for the specific market performance, it is impossible to say what it will be like.

Although the core main lines of 'big finance, big infrastructure, military industry, and technological growth' are the first-tier main lines in the entire market, the main financial groups are the most involved, the trading volume in the two cities is the most intense, and the liquidity is the highest.

However, these main lines have continued to rise after more than half a month of continuous short squeeze.

The accumulated profits and settlements are also very huge.

In other words, the power of long-short divergence between its related core stocks, leading stocks, and heavyweight stocks in this position range is not small.

How to proceed cannot be simply generalized.

It still depends on the concerted efforts of a large number of active financial groups in the market in these directions. "

"But after all, we shouldn't be pessimistic, right?" Zhou Kan chuckled, "I believe that yesterday was an attempt to take over low-level main-line fields such as 'big consumption, non-ferrous metal cycle, petrochemical industry, coal, pharmaceutical business...' and try to create a main-line market. For capital groups that rotate and enter the "high-low switching" cycle, after failing to guide the market, the market will definitely not develop in the direction of yesterday.

Furthermore, there is no main line area that makes money.

The money-making effect of the entire market continues to be concentrated, and the index continues to break through.

The active financial groups gathered in these areas will definitely flee further.

In the current market, large-scale financial groups have entered the market intensively, and there are so many chips for these financial groups to grab. Aren't there only two core main lines of "big finance and big infrastructure" left?

As for the line of 'big infrastructure', it is supported by the strong logic and favorable conditions of the 'New Era Road, Maritime Silk Road'.

But after all, it has been rising for more than half a year. The relative valuation and investment performance-to-price ratio are still weaker than those of core stocks, heavyweight stocks, and leading stocks in the main line areas of 'big finance' such as banks, insurance, securities, and Internet finance sectors. In this way...the final gathering of funds from all walks of life to undertake the selection is very obvious. "

While the two were talking...

9:15 has arrived, and the two cities have entered the initial collective bidding time.

The stagnant market began to beat rapidly when the time passed 9:15, and then it showed a generally high opening situation.

Based on the displayed results of the two cities.

There are more than 2000 stocks in the two cities. Driven by the relatively high bullish sentiment on the market, a total of more than 1500 stocks have opened red and opened higher.

And the stocks that opened higher in the red market are mainly distributed in the main areas of 'big finance, big infrastructure, military industry, and technology growth'.

For example, in the low-margin main line areas such as 'big consumption, non-ferrous metal cycle, petrochemical industry, coal, pharmaceutical business...' that showed a trend of rising and falling yesterday, only a small number of stocks achieved a red opening and a higher opening, and the rest...especially yesterday's trading Related component stocks and concept stocks that have risen sharply.

At this moment, everyone is in a slightly lower opening situation.

Moreover, according to the real-time disk performance of the corresponding stocks, the initial active selling volume on the disk is not small, which completely suppresses the active buying power on the disk.

According to this form.

Most of these stocks will continue to fall during the subsequent call auction time.

As for showing a strong situation, most component stocks have achieved high openings in the main areas of 'big finance, big infrastructure, military industry, and technology growth'.

At this moment, it can be clearly seen...

The securities and Internet finance sectors in the main areas of 'big finance' are still leading the gains in the two cities.

Especially for popular stocks such as 'Flush, Great Wisdom, Hengsheng Electronics, Oriental Fortune, China Investment Capital, Western Securities, Pacific Securities...', the initial opening range of these stocks is not less than 2%, and 'Great Wisdom' This check was written directly at the daily limit, showing a one-line limit-opening pattern.

Behind the main line of 'big finance'.

The two core main lines of 'big infrastructure' and 'military industry' were stimulated by the good news on 'New Era Road and Maritime Silk Road' last night.

Related industry sectors and concept sectors initially opened higher.

Although it is not as good as the main line of 'big finance', it has basically achieved all high opening patterns. Among them, such as 'Huaguo Construction, Huaguo MCC, Huaguo Railway Construction, Huaguo Communications Construction, Huaguo China Construction...' are also the same It opened strongly higher with an increase of more than 1%, and the active buying on the market was very strong.