The investment era of rebirth

In addition to the opening performance of major indexes.

The popular main lines of the two cities, as well as the performance of various industry sectors and concept sectors.

It can be seen that the leading gains in the two cities are still the core main lines of 'big finance', 'big infrastructure' and 'military industry' that performed strongly after yesterday's reversal.

Leading the decline were core main lines such as 'big consumption', 'mobile internet' and 'smartphone industry chain'.

In the main line of 'Big Finance', the two popular sectors of 'Securities' and 'Internet Finance' have opened higher by more than 1%. Among them, the Securities Sector Index has opened higher by 1.16%, and the Internet Finance Sector Index has opened higher by more than 1.28%. It opened higher and reached a position of [-]%.

After the two major sectors of securities and Internet finance led the gains.

The major sectors of building materials, building decoration, non-public transportation, high-speed rail, steel, and cement have maintained a relatively leading trend.

Among them, the high-speed rail concept sector index opened higher by more than 1%, while the two major industry sector indexes of building materials and building decoration opened higher at 0.61% and 0.68%.

After that, the 'National Defense and Military Industry' industry sector, as well as the 'Domestic Large Aircraft' and 'Nuclear Power' sectors performed more eye-catchingly. Among them, the 'National Defense and Military Industry' industry sector index opened higher by 0.59%, and the 'Domestic Large Aircraft' and 'Nuclear Power' sector index opened higher by 0.79%. For the sector indexes, one opened higher by 0.83% and the other opened higher by [-]%.

Immediately afterwards, the two major weighted sectors of banking and insurance were also among the industry sectors that opened higher in the two cities.

Among them, banks opened higher by 0.29% and insurance opened higher by 0.32%. The two major weighted sectors continued to significantly outperform the market index under the strong logical expectations of 'big finance'.

Among the industry sectors and concept sectors that led the decline.

A number of stocks in the 'smartphone industry chain', and even related industry sectors and concept sectors, were hit hard by yesterday's sharp drop in the stock price of the US technology giant 'Apple', and they all opened lower at a 1% drop. Among them, The 'consumer electronics' concept sector index opened lower to 1.37%.

Then, affected by the general decline in technology stocks in the US stock market last night, today's main line of 'mobile Internet' includes the two major industry sectors of 'Internet software' and 'Internet applications', as well as 'domestic software', 'smart cities', and 'mobile phones'. A number of related concept sectors such as "games", "cyber security" and "e-commerce" also suffered heavy losses and opened lower by more than 0.7%.

As for the top 20 popular stocks in the two cities...

First of all, the check of 'Huake Shuguang', which has received the most attention in the market, continued to open sharply lower by 6.22% today after almost breaking out of the sky-floor pattern yesterday. Although it avoided the tragic opening trend of 'One-word Soul-Slaying Knife', it also The decline was fully evident, and the more than 20 billion funds received yesterday were completely wiped out, showing an extremely tragic short-term money loss effect.

Then, the market attention is second only to 'Huake Shuguang', another monster stock.

The opening performance of 'Blue Stone Reload' was completely different from that of 'Huake Dawn'. With the help of its strong follow-up buying, the stock price continued to rise throughout the call auction process, and finally opened higher at 6.21% The increase position shows a large premium effect.

Subsequent ones include Flush, Western Securities, Huazhi Capital, Great Wisdom, Shanghai Steel Union, Fushun Special Steel, Shanghai Sanmao, Huagong International, Dchain Heavy Industry, Yingkou Port, China Airlines Heavy Machinery, Hongdu Airlines...' etc. A bunch of hot stocks.

In addition to 'Chengfei Integration', it continued to open sharply lower by 5 points.

The remaining dozen or so popular stocks have all achieved a red and high opening trend.

Among them, 'Flush' has maintained a 5% higher opening position, and on the market, during the entire collective bidding stage, the number of transactions has shrunk compared to yesterday, which shows that this check continues to hit new records. Despite the record highs and annual highs, the internal chip lock-in is still good, and the medium and long-term capital groups holding this stock clearly have the mentality of continuing to be reluctant to raise funds and reluctant to sell.

In addition to the call auction performance of these popular stocks.

In terms of overall performance of more than 2000 stocks in the two cities, although the important major indexes all opened lower, there were still more than 1000 stocks that maintained the red market and opened higher.

In general……

Even though the index opens lower, the market's investment sentiment, especially the sentiment of bulls taking over and following the trend, has not dropped much, and has not dropped much at all, through the opening patterns of popular stocks and the opening patterns of individual stocks in the entire market. There will be no panic selling.

This shows that the market is in this position and in the current trend pattern.

Still has strong long-term resilience.

Faced with such opening conditions of the two cities... the vast majority of investors inside and outside the market still feel that it is in line with expectations.

A small number of investors feel that it is slightly beyond expectations.

Originally, according to the expectations of most investors, the U.S. stock market fell sharply last night and fell below the upward trend line. Today, the Shanghai Stock Exchange Index should follow suit and show a corresponding sharp decline. However, I did not expect...the overall sentiment of the market, as well as the market The actual situation is obviously better than expected.

"This low opening pattern is better than pre-market expectations!"

When the time entered the short suspension period from 9:25 to 9:30, some people among the retail investors gathered in the stock discussion area of ​​various trading platforms expressed emotion.

"Indeed, I thought the Shanghai Stock Exchange Index would open at least 1 point lower today, but unexpectedly... it would open slightly lower, which is completely acceptable."

"It feels like the market can open lower and move higher today."

"Maybe it will replicate yesterday's trend? I'm optimistic that the Shanghai Stock Index will continue to hit 3500 points today!"

"Not to mention continuing to hit 3500 points, I am very satisfied with the red market shock. After all, the external market has fallen for four consecutive times. Expectations cannot be too high. If you don't lose money, you will make a profit."

“In addition to the index performance slightly exceeding expectations, the performance of popular stocks also exceeded expectations somewhat!”

"The opening performance of the 'Blue Stone Reload' check today exceeded expectations. It opened more than 6 points higher. It's really awesome. It completely misses the leading attribute of the 'Huake Dawn' check."

"It can't be called a stuck position. Originally, the core leader in the line of 'sub-new stocks' was the check of 'Blue Stone Reload'. Wasn't the market's consecutive record also created by this check? If you think about it seriously...' Huake Shuguang's check can only be regarded as following the trend."

"It opened more than 6 points higher, and the call auction has not yet increased a lot. I always feel that the 'Blue Stone Reload' check can continue to rise by the limit today!"

"There is a high probability that it will continue to rise. The main force of the 'Rongcheng Gang' is really powerful."

"But it opened 6 points higher and is not far from the daily limit. This position is not easy to pick up!"

"The profit margin during the day is indeed not large, but if it is determined that it can reach the daily limit, based on the current market enthusiasm for this check and the pattern of the 'Rongcheng Gang', there is a high probability that there will be a lot of room for a premium tomorrow."

"If there are three consecutive boards... there should be room for follow-up, right?"

"If there are three, then there are five. There is definitely no shortage of funds for the 'Blue Stone Reinstallation' check, and if we take this check seriously, the adjustment time is not short. It has the possibility of taking a wave."

"Let's wait and see after the official opening. If 'Blue Stone Reload' is on the market quickly after the official opening, I will chase another 10 hands of chips."

"If the limit rises really quickly...I'll chase 30 lots!"

"Hey, when I saw the trend of 'Blue Stone Heavy Equipment' and then looked at the trend of 'Huake Dawn', I really felt like crying. When the two checks exploded at almost the same time yesterday, why did I just follow 'Huake Dawn'? As for the check from Shuguang, it’s almost 30 points every time, I really regret it.”

"There's something wrong with the check for 'Huake Dawn' when it opens today!"

"Yes, in the absence of any panic effect on the market as a whole, the opening position... is actually a bit low."

"This opening position is lower than yesterday's lower limit position. This kind of sharp gapping and opening trend basically means that the short-term trend of this check is finished." "Most of it is finished. The more than 20 billion funds chased in yesterday, today This sharply lower opening has already been buried.”

"In one day, there are more than 20 billion in holding chips. In this opening form, there should be no major funds that dare to continue to pull up, right?"

"With this trend, 'Huake Dawn' is dead."

"Yesterday, there was a big sale of institutions on the dragon and tiger list of 'Huake Dawn'. I knew that with this check, today's trend would definitely be over, and it turned out to be true."

"Maybe 'Hua Ke Shuguang' will hit the limit today!"

"It shouldn't be possible, right? But if 'Huake Dawn' is at this position and it hits another limit, it will be a short-term buying point."

"Yes, after a severe oversold, there should be a big rebound."

"Speculating on the rebound of 'Huake Dawn' is better than chasing the 'Flow Flush' check."

"I have to say, the 'flush' check is really strong, and it's really stable. It's either at a new high, or on the way to a new high."

"The 'flush' check is really rising every day, it's so awesome."

"It's in this position. I don't dare to take it. What the hell...the more I don't dare to take it, the more violent the rise will be."

"This is the trend of big bull stocks!"

"The opening of 'Flush' today has greatly exceeded expectations. The opening... is simply unattainable."

"No matter how high it is, you have to buy it. The line of 'Big Finance' is going to rise, and it needs to continue to rise to open up space. I feel that the main funds in the market are speculating, so I can't avoid the stock of 'Flush'."

"If you dislike the current stock price of the 'Flush' check, you can buy the 'Oriental Fortune' check as a substitute."

"The check from 'Oriental Fortune' is not low-level!"

"There is no good product when it is cheap, and good products are not cheap. The market trend is originally 'the strong will always be strong', and the popular stocks in the main areas of 'big consumption', 'mobile internet' and 'smartphone industry chain' are There are also more weak popular stocks in the main line fields such as 'Nonferrous Cycle', 'Coal', and 'Petrochemicals'. The positions of these stocks are low enough, and many of them are still at historical lows. Unfortunately... they just don't rise."

"You still have to buy strong stocks!"

"Except for the two checks of 'Huake Shuguang' and 'Chengfei Integration', today's hot stocks actually opened pretty well."

"Hey, compared to the check from 'Huake Dawn', the check from 'Chengfei Integration' is rubbish."

"What the hell, at the same time, the trend of popular stocks with the concept of 'large aircraft' and 'Chengfei Integration' is simply bizarre. The indexes of the two major sectors, 'large aircraft' and 'national defense and military industry', have been hitting new highs for a period of time. However, this check has either fallen by the limit or plummeted, it has just kept falling, and it is so weird that I can’t bear to look at it.”

"After the failure of the check restructuring of 'Chengfei Integration', are there any expectations? It has already become a junk stock, right? People who buy this stock should really reflect on it."

"I originally thought that after the resumption of the check, after the three limit-downs broke out of the panic market, there would be a strong oversold rebound. I never thought... I just want a little rebound profit, but this guy wants me. I have already lost more than 20% of my principal, which is simply outrageous.”

"Stop your position as soon as possible. If you lose 20%, buy other strong stocks, you can make up for it soon. There is no hope of continuing to spend money on this stock."

"Don't you even look at the stock price position of 'Chengfei Integration' in May and June? The current position of this stock, compared with its starting position when it was speculated in the first half of the year, and It’s close to a 5-fold increase. If the restructuring fails and the stock price falls back to its original point, it will still fall.”

"Damn it, I didn't expect this..."

"Hey, I'll stop the loss when the market opens. I'm really fooled by this check this time."

"Is everyone still chasing the 'Western Securities' check? It feels like the market for this check... is obviously not over yet."

"The market situation in the securities sector is definitely not over, but as far as the 'big finance' line is concerned, the elasticity of core stocks in the banking and insurance-weighted sectors is not as elastic as that of the core stocks in the securities sector, and the elasticity of the core stocks in the securities sector is It is obviously not as good as the core stock of the Internet financial sector, so...if I had to choose, I think it would be more cost-effective to chase the 'Western Securities' check at this time than chasing the three stocks of 'Flush, Great Wisdom, and Oriental Fortune'. After all, These tickets all follow the same market investment logic, but the flexibility space is obviously different."

"It makes sense, then go for the 'flush' check!"

"What about 'Huagong International'? If you want to make steady progress and hold the position for a long time, is this check very suitable? It feels like this check has the leading position in the entire 'big infrastructure' main line field."

"'Huagong International' is a good, absolute leading concept stock on the 'New Era Road, Maritime Silk Road'."

"However, this check is a fully-circulated stock with a market capitalization of several tens of billions. As for the room for expectation... there is certainly room for it, but the room for flexibility should not be high."

"If you don't like the risks of market investment, chasing this check is not bad."

"The flexibility space is all relative. As for the 'big infrastructure' line, the stock price elasticity of 'Huagong International' is definitely better than that of 'Huaguo Construction, Huaguo Railway Construction, Huaguo Communications Construction, Huaguo MCC, Huaguo China Railway...'This big-ticket infrastructure-heavy stock with the prefix "Chinese" is stronger, right?"

"I think if we want to pursue the line of 'big infrastructure', the core stocks of the two major sectors of 'steel' and 'cement' are the most flexible, right?"

"I think the core stocks in the 'commercial real estate development' sector will be more elastic."

"For real estate stocks to explode, the property market must explode first. After all, the performance of real estate companies lags behind the actual outbreak of the property market."

"In the core area of ​​'big infrastructure', isn't 'high-speed rail' the most core hot spot?"

"'China South Locomotive' and 'China North Locomotive'? I think the logic of these two stocks is really hard to say... I always feel that these two stocks are holding back some big tricks."

"The most flexible one should be the 'military industry', right?"

"Yes, after all, the 'military industry' sector does not have a so-called valuation anchor. It really means that as long as there are expectations and funding recognition, the valuation can be speculated at will."

"The elasticity of 'military industry' is high, but it is not anchored by valuation, and I have no confidence in holding positions!"

"This is true. If you can't see the logic clearly, you won't be able to hold on to the chips. Maybe an extreme adjustment will make the chips in your hands fly away."

"Whether it is the core main line of 'big finance' or the previous main lines of 'infrastructure' and 'military industry', it is always right to rely on these three main lines to make a market layout, and it is always difficult to lose money."

"Yes, yes...as long as it is a stock in these three main areas, just find one and take a heavy position directly."

Along with the stock discussion forums of various trading platforms, countless retail investor groups are engaged in intense discussions, as well as discussions on the opening performance of popular stocks in the market and the upcoming market trend predictions for the two cities.

The brief 5-minute suspension time has passed by in a flash.

I saw countless pairs of eyes converging, and the time quickly passed 9:30, and the two cities once again ushered in the official continuous bidding trading period.