The investment era of rebirth

"The transaction volume is more than 9400 billion. Compared with yesterday, there is no obvious amplification trend. It seems that... the market is at this position, and it does mean that it has peaked in terms of volume and energy performance."

After the two markets closed, countless investor groups inside and outside the market were reviewing their trading.

In the Yuhang hot money internal group where Su Yu belongs, some hot money bosses couldn't help but sigh during a brief review: "If the capacity cannot be further expanded, then... Next, the Shanghai Stock Exchange wants to continue to open new heights of rise and impact. It won’t be that easy at 3600, 3700, or even 4000 points.”

"The performance of more than 9400 billion yuan is not bad."

“After the most radical batch of incremental funds has basically entered the market, the subsequent sources of incremental funds will mainly be provided by the potential investor groups outside the market, and we want to attract the potential investor groups outside the market. Come in and let those novices and novices in the stock market who originally don’t know much about the stock market enter the market to invest. It is not an easy thing to do. Therefore, it is normal for the growth rate of increasing volume to gradually slow down. .”

"The continuous increase in volume and energy still requires time to react and the market's continued money-making effect to stimulate it!"

"It seems that the trillion-dollar turnover in the two cities is a hurdle!"

"The turnover of one trillion yuan is definitely an important hurdle. Without the central bank clearly releasing water and the macroeconomic fundamentals not being clearly relaxed, it is still difficult for the capital flow pouring into the stock market to reach an average of more than one trillion yuan. Except Those potential novice investor groups, in fact, the mature investor group, at this time... have basically entered the market, and among this group, it is difficult to have a large-scale influx of incremental funds."

"Yes, after a month of continuous short-squeeze bombing in the market, the investor groups in the market, whether retail investors, large investors, hot money, or institutions, should have added their positions one after another. In other words, the market potential at this time Compared with the previous half month, the bullish power has gradually weakened, while the potential short power has gradually increased with the rapid increase in short-term profit taking and unwinding of arbitrage in the market."

"In short, when the macro monetary policy is not clear and the macro monetary liquidity is not further relaxed or improved, at this time... we still cannot have too high expectations for the market outlook!"

"Yes, I originally thought that if the external market was going well, it would be easy for A-shares to continue to break through upwards. But now it seems... I am still too optimistic."

"Today's market trend, many people guessed the opening, but they didn't guess the result, right?"

"Actually, the market trend in the morning was still very good and fierce, but it was not fully able to keep up in terms of volume and energy performance, which led to a collective decline in the market in the afternoon."

"There are still too many short- and medium-term profit taking, unwinding, and floating holding chips, which have put huge pressure on the upward trend of the market."

"It's not to blame for the disk pressure brought about by profit taking, unwinding of arbitrage orders and stop losses on some hold orders."

"If the market wants to continue to rise healthily and continue this bull market situation, then...these profit taking, unwinding, and holding chips should be cleared, so...I I feel that there is nothing wrong with today’s market trend. At this stage, if the index continues to hold high and continues to overdraw the market’s sentiment and expectations, I would feel bad.”

“Indeed, in the absence of major improvement in the macro-capital situation and the lack of strong and sustained positive support, continuing to push high and continue to overdraw the market sentiment will instead create short- and medium-term profit-making chips in the market, and The pressure to unwind the arbitrage is increasing."

"Would it also cause a more severe market adjustment?"

"'Long Bull' is better than 'Mad Bull', just right... the index moves a little slower, so I can raise money and buy stocks properly."

"The faster the market moves, the greater the amplitude of the shock. If it moves relatively slowly, the trend will be relatively stable. As long as the market remains in the overall bull market trend, no matter how the index moves, whether it rises sharply or slowly. , whether to continue short-squeezing, or to look back in three steps, I think it’s not a big problem, just continue to hold shares with confidence.”

"In the current market, everyone should be waiting for market rumors about the central bank's interest rate cut and reserve requirement ratio cut in December, right?"

“What everyone is waiting for is not the central bank’s interest rate cuts and reserve requirement ratio cuts, but a complete change in the entire macro monetary and financial situation. As long as monetary liquidity changes from the previous tightening to a loose state, banks and financial institutions can shift to a continuous release of water. If it wins, let alone a market turnover of trillions, even if the turnover is 1.5 trillion or even higher, I think it is worth looking forward to."

"Haha... Agreed!"

"In general, the market's rise and fall today has hurt the overall bullish sentiment in some markets, but it has not changed the trend and is not a big problem."

"The problem is naturally not big. After all, the money-making effect of the two cities is still overwhelming!"

"We can continue to be light on the index and heavy on individual stocks."

"The main line market still remains at the core lines of 'big finance', 'big infrastructure', and 'military industry', as well as the two major branches of 'sub-new stocks' and 'film and television media'!"

"As long as the news of the central bank's interest rate cut and reserve requirement ratio reduction in December has not yet materialized, and the entire expectation of easing monetary and capital liquidity has not been clarified or officially realized, then the entire 'big financial' main line will definitely remain within the radical expectations. , the natural trend will remain in a radical upward trend."

"However, this afternoon, it can be clearly felt that the net inflow of main funds in the major weighted industry sectors of securities, banking, and insurance is continuing to decline. This shows that the accumulation in these industry sectors and correspondingly weighted core stocks Many of the main fund holding groups could no longer bear it and started to cut profits."

"In the past month, the entire main line of 'big finance', the net inflow of main funds has at least totaled more than 1000 billion. This continued decline will not have a great impact."

"The impact won't be huge, but at least it's a turning point in disk performance!"

"This shows that the line of 'big finance', the high-priced concept stocks that have been intensively speculated, and the core leading stocks, have begun to enter the short- to medium-term risk premium stage, right? In other words... it should be as far away as November 11 A short-term drastic adjustment node should not be far away.”

"I think we should have entered the short- to medium-term risk premium stage."

"At least today's 'Flush' check seems to have entered the short- to medium-term risk premium stage. It was blocked twice but was not blocked, which is enough to show that the market divergence of this check has indeed become so large that it is difficult to support the stock's continued strength. The attack stage also shows that at this position, the long and short forces have fallen into a huge game stage.”

"There are quite a few stocks with similar patterns and trends to 'Flush' today."

"Taken together, the divergence in the main line of 'big finance' is relatively small. Relatively speaking, the divergence of many popular core stocks in the main line of 'big infrastructure' and 'military industry' is obviously larger."

"However, there are exceptions. For example, the check of 'Huagong International' has a very strong trend today."

"I seriously doubt that the check of 'Huagong International' has potential benefits. Otherwise... there is no reason for this check to be so strong with such a large circulation volume, and I have not heard that the performance of this check has reversed. ah?"

"The logic behind the check of 'Huagong International' is still the two core concepts and themes of 'Eurasian Economic Belt' and 'New Era Road and Maritime Silk Road', right? To study why the recent trend of this check is so strong, I think if you look along the direction of these two core concepts and themes, you should be able to find the specific logic and reasons.”

"Regarding the two major conceptual themes of the 'Eurasian Economic Belt' and the 'New Era Road and Maritime Silk Road', are there any special benefits recently?"

"Hehe... there are quite a few good things to say."

"The macroeconomic development strategic plan at the national level is definitely not lacking in policy guidance."

"I heard that next month, there will be a national summit on the 'New Era Road and Maritime Silk Road'. It should be supported by this important positive expectation, right?"

"Isn't it that Huagong International's numerous investment projects abroad support the speculation logic of this stock?"

"No matter what the logic is, this check has such a large circulation volume. If it were me... I wouldn't be able to buy it." "Although this check is not suitable for short-term funds, the continued strength of this check will have a positive impact on the entire 'big infrastructure' The development of the main line market is still very important. Its current impact on the core line of 'big infrastructure' is no less than that of 'Huaxin Securities' on the main line of 'big finance' and the market trend of the securities sector. influence."

"Yes, you don't have to participate in the game, but you have to pay attention."

"Actually, the short-term sentiment targets are mainly the two checks 'Blue Stone Heavy Equipment' and 'Huake Dawn', right?"

"Based on sentiment analysis, it is definitely these two leading stocks."

"In today's market decline, the only thing that is conducive to short-term sentiment is the divergence in the trends of 'Blue Stone Heavy Equipment' and 'Huake Dawn'. It is not as big as the previous two days, right?"

"To be honest, it's a bit surprising that 'Huake Dawn' was able to get out of such a large amplitude fluctuation today and still be able to maintain a red plate closing situation."

"Indeed, looking at the trend of the 'Huake Dawn' check in early trading, I thought it was going to fall to the limit again."

"Did anyone in the group copy this check?"

"There should still be a few group friends who are buying the bottom, right? In fact, after careful analysis, the check of 'Huake Shuguang' fell sharply in the early trading, and it is really a buying point. Unfortunately, my funds are basically concentrated on the 'Flush' check. In terms of stocks, 'Flush' has not reached a clear selling point yet, and it is impossible to divide the position into 'Huake Dawn' stock."

"'Hua Ke Shuguang' did have some signs of stopping the decline and rebounding today."

"If nothing else goes wrong, investors who bought the 'Hua Ke Shuguang' check at the bottom of today's green market will obviously get a certain premium and be able to make money."

"I still hope that the check from 'Huake Dawn' can further consolidate the money-making effect quickly."

"Yes, if the two new stocks of 'Blue Stone Heavy Equipment' and 'Huake Dawn' can once again go hand in hand, then the market's short-term hype and short-term money-making effects should continue to go crazy. , only when demon stocks create room for speculation, can other stocks in the market have better room to make money!"

"That's the truth..."

"In addition to these two checks, today's 'Shanghai Steel Union' check is able to break out of the plateau situation, which is also very worthy of attention. I feel that this 'old demon stock' is basically going to double its space again."

"The check of 'Shanghai Steel Union' is indeed worth noting. In the past period, this check basically did not follow the rise of the 'Internet Finance' sector. The current check... does not mention other factors, just benchmarking." The increase in the Internet finance sector index also has some room to make up for the increase."

"Relatively speaking, I think participating in the stock price game of 'Shanghai Steel Union' at this time is still significantly higher than that of high-priced and high-level leading stocks like 'Flush'."

"The volume of 'Blue Stone Reload' has shrunk today compared to yesterday, and it feels like it's a bit accelerated."

"I hope the 'Blue Stone Reload' check will change hands and come to the ground naturally, but don't speed up in a straight line, otherwise the market will most likely stop."

"The capital of 'Rongcheng Gang' has been making really comfortable profits on the monster stock 'Blue Stone Heavy Equipment' in the past month!"

"I have to say that this capital is still very good."

"I wonder if the funds from the 'Rongcheng Gang' will leave today?"

"It shouldn't be gone, right? If it were gone... the market trend of 'Blue Stone Heavy Equipment' today shouldn't be so stable."

"Whether we are leaving or not, we will know later on the Dragon and Tiger List."

"Isn't anyone paying attention to these two checks from Yingkou Port and Dachian Heavy Industry? Why do I feel that these two checks... have also come out?"

"The 'Yingkou Port' check is already the third wave of speculation."

"If the check of 'Huagong International' is the main line of the entire 'big infrastructure' and the current core stock of the Chinese military, then 'Yingkou Port' should be the sentiment vane and short-term speculation space standard in the main line of 'big infrastructure', right? "

"You can say that, but the current expectations are still unclear as to how far the 'Yingkou Port' check can reach, and this check... to be honest, it still lacks some hard logic."

"Taking a comprehensive look, the 'sub-new stocks' sector has the best short-term money-making effect."

"Indeed, in the past one or two months, most of the market's hot stocks come from the 'sub-new stocks' sector!"

“The opening of new stocks is getting later and later.”

“The number of people subscribing for new shares and the amount of funds frozen every day are also increasing!”

"Regarding the issue of freezing funds for new share subscriptions... could this factor also be a reason why it is difficult for the market turnover to continue to break through?"

"There are definitely factors in this regard, but this factor is not the root cause."

"No matter what...as long as the bull market pattern of the market has not changed, and the emotions and money-making effects of short-term speculation have not dropped to an obvious low level, then the current market is still worth participating in and worth playing."

Along with the rapid refresh of news in the group, as well as the interpretation of the market by many big guys in the group.

In the heated discussion among countless investor groups inside and outside the market.

Market time, unknowingly, has arrived at 5:30 pm.

I saw that the dragon and tiger lists of the two cities were refreshed, and at the same time, the margin data of the two cities were refreshed, and these data were disclosed according to the market.

can see...

Compared with yesterday, the financing balance of the two cities has increased by more than 100 billion.

As for the refreshed dragon and tiger lists of the two cities, under the spotlight, the number of stocks on the list is basically the same as yesterday, and the popular stocks that everyone pays more attention to and discuss, such as Flush, Bluestone Heavy Equipment, Huake Dawn, Yingkou Hong Kong, Shanghai Steel Union, China Airlines Heavy Machinery...' are still on the list. (End of chapter)