The investment era of rebirth

At 2:44, "Huaxin Securities" returned to the 6.5% increase position. At the same time, its daily trading volume also exceeded the 115 billion mark, continuing to maintain a trading volume of tens of billions.

At 2:45, ‘Huaguo Construction’ also returned to the 5.5% increase mark.

At 2:46, the check of MCC, which had once exploded, began to rise rapidly at this time, and the stock price hit the daily limit again.

At 2:47, the stock price of MCC hit its daily limit.

At 2:48, as soon as the stock price of MCC China's check hit the daily limit, hundreds of thousands of large buying orders rushed in, quickly blocking its selling channel.

At 2:49, MCC's daily limit was closed. At the same time, a number of infrastructure stocks, financial stocks, military concept stocks, etc. all rebounded to near the intraday high, basically recovering the previous rapid gains. The diving intraday decline continues to show a strong trend of continuous breakthroughs.

At 2:50, the 'Securities' sector index rose back to 3.75%.

At 2:51, the 'Internet Finance' sector index also returned to the 4.50% increase position. Moreover, the weighted stocks in the two sectors of 'Hengsheng Electronics' and 'Oriental Fortune' also rebounded to their previous levels at this moment. Set near the intraday high.

At 2:52, ‘Huake Dawn’ closed the daily limit, with an intraday turnover rate of 31.29%.

At 2:53, the two early leading stocks in the securities sector, Huayin Capital and Western Securities, both had an intraday stock price increase of 8%.

At 2:54, the turnover of the two cities exceeded 9500 billion, continuing to show a trend of heavy volume.

At 2:55, the number of stocks with non-one-line daily limit stocks that naturally changed hands during the day in the two cities returned to near the intraday high, reaching 79. However, the total number of daily limit stocks in the two cities including those with one-line daily limit, It has once again returned to more than 100 stocks, so that the hot money-making effect of the daily limit of [-] stocks in the two cities has once again been fully demonstrated.

At 2:56, other non-popular mainline weighted stocks such as ‘LeTV’, ‘Netspeed Technology’, ‘Huaguo Software’, etc., which performed weakly on the market, also began to rebound higher.

At 2:57, the entire A50 index, at this moment, once again stood at a 2.75% increase.

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

I saw that the Shanghai Stock Index finally settled at a 1.87% increase, approaching 3600 points, while the Shenzhen Stock Exchange Index and ChiNext Index rose by 1.36% and 1.41% respectively. Among them, the Small and Medium Enterprises Index was the weakest, only rising by 1.09%. As for the most The strong A50 index rose by 2.72%, which can be said to have greatly exceeded the expectations of the majority of investors in the market for the trend of this index.

In addition to the macro trend performance of major core indexes in the two cities...

Other core main lines, as well as the performance of core industry sectors and concept sectors.

I can see that the main trend of the entire market is still centered around the popular main lines of 'big finance', 'big infrastructure', 'military industry', 'film and television media', and 'sub-new stocks', and the market has the strongest focus on making money. The effect mainly occurs within this main line field.

Among them, the main funds that are active in the market continue to rush to raise funds and increase their positions, and they are beginning to be more and more biased towards the popular and weighted leading stocks of the popular main lines.

This is also the reason why the intraday increase of the A50 index and the small and medium-sized board index can widen the gap to the 1.5% increase.

And in this case of main line style and fund attack preference.

Specific sectors of the market, as well as individual stock performance...

The 'Securities' sector and the 'Internet Finance' sector are still the top gainers among the industry sectors and concept sectors in the two cities. Among them, the Securities Sector Index closed with a surge of 3.83%, and the Internet Finance Sector Index surged by 4.69%. And the entire sector is showing a trend of rising and limiting.

After the securities and Internet finance sectors.

The major industry sectors of architectural decoration, building materials, national defense and military industry, public transportation, and film and television media ranked No. 2 to No. 6 in the industry sector growth lists of the two cities; 'Sub-New Stocks', 'New Era Road, and Maritime Silk Road' ', 'Reform and Reorganization of Central and State-owned Enterprises', 'Financial Concepts', and 'Film and Television Production' ranked No. 2 to No. 6 in the two cities' conceptual sector growth lists.

The performance of many popular stocks and leading stocks in the market...

'Bluestone Heavy Equipment', which has attracted the most attention and discussion among market investors, maintains its daily limit trend. However, the volume of 'Blue Stone Heavy Equipment' today's daily limit has obviously increased compared to yesterday. It seems that I hold this stock. Many of the funds on the market have begun to stop taking profits, and the overall chip structure is also showing signs of loosening.

The market popularity of ‘Huake Dawn’ is second only to ‘Blue Stone Reload’.

The trend of this check today can be said to be of huge amplitude. At the same time, the market divergence is also quite large, and it has closed an almost bad daily limit trend.

However, this check was not sealed despite the first intraday seal, which led to a trend that exploded in the late trading.

However, through the main capital flow on the daily disk, we can see the trading situation of this check during the day. The main funds are still trying their best to accept it, and there is a large-scale inflow.

What's more, in a sense.

This daily limit board is the daily limit board that attacks from a relatively low position to a relatively high position after the check is opened and adjusted.

As long as this kind of daily limit can be sealed and the market sentiment is not bad... Generally, after the market opens the next day, there will still be a certain premium profit margin for short-term funds.

After the popularity of two market monster stocks...

'Flush' finally maintained its daily limit trend, and the 'Great Wisdom' check's intraday daily limit trend remained motionless. It can be regarded as the absolute leader in the 'Internet Finance' sector today.

With the same concept, there are also three checks, 'Huake Financial', 'Shanghai Steel Alliance' and 'Yinjie Technology', which are continuing to surge in market popularity. They also ended up closing at the daily limit. Among them, especially 'Shanghai Steel' After this period of rapid rise and continuous daily limit, Lian's stock price has approached the peak position before last year's adjustment.

Others, such as 'Yingkou Port', 'Fushun Special Steel', 'Dalian Heavy Industry', 'China Airlines Heavy Machinery', 'Aerospace Development', 'Hongdu Aviation', 'Xiangcai Securities', 'Harbin Investment Capital'... ... and many other hot concept leading stocks in the popular main line fields, most of them have hit new highs on the market, and most of them closed at the daily limit.

As for companies such as 'Huaxin Securities', 'Huaguo Construction', 'Huagong International', 'Huaguo MCC', 'China South Locomotive', 'China North Railway', 'Huaguo Railway Construction', 'Huaguo Communications Construction '...A large number of core mainline weight stocks, except for 'Huagong International' and 'Huaguo MCC', which have reached their daily limit, the others have basically closed near the high point of the day's stock price, continuing to show extremely strong strength. Shape.

In general... there are a number of popular stocks that rank in the top 20, even the top 30, and the 40th in terms of attention and discussion among market investors.

It is still an area with the strongest money-making effect in the entire market, and a large-scale gathering of active capital groups in the market.

Moreover, among the top 40 popular stocks discussed by the market investor group, except for the check of "Chengfei Integration", all other stocks have also closed in the red.

Of course, apart from the market performance, the overall situation is still positive.

In terms of transaction volume, the performance of the two cities is also positive. According to the closing results of the two cities, the market today has a total transaction volume of 9631.27 billion. Although this transaction volume, compared with yesterday's growth rate, is not as strong as that in mid-November, it is After all, it still shows a sustained growth trend.

Moreover, this turnover is not far away from the trillion-dollar turnover mark of the two cities that everyone is looking forward to.

In the final analysis, the overall market performance of the two cities today, as well as the corresponding core main line performance, related industry sector performance, related concept sector performance, and the performance of a number of popular stocks... Although it experienced violent intraday fluctuations, and in the afternoon session At one time, a big diving trend was formed that lasted for a long time, but based on the final closing result.

This result... still far exceeded the expectations of the majority of investors both inside and outside the market.

"Haha, the Shanghai Stock Exchange Index and the A50 Index continue to break through the positive line. Although the index has not been able to directly break through the 3600-point mark in one go, the market's money-making effect is still hot, and the market atmosphere of the [-]-stock daily limit continues to reappear. This phenomenon is true Okay!" After the closing of the two markets, the excitement and joy of countless investors spread. In the main hot money group of Yuhang where Su Yu was located, there were also hot money bosses laughing and sighing, "I thought the market would appear today. Unexpectedly, the trend of the cross tombstone line... still maintains the continuous pattern of exciting breakthroughs."

"Not to mention, the diving wave in the afternoon was indeed a bit scary."

"It's a bit scary, but I know it will definitely not affect the overall upward trend of the market."

"If the market hadn't rebounded at the end of the day, I would have almost given up on the stock 'Blue Stone Heavy Equipment'. The fluctuations in the market today are really scary, but fortunately, the active main financial groups in the market have finally taken on the next step. It did not cause panic to spread too quickly."

"The key is that a number of popular stocks that have attracted much market attention have risen quite well."

"Don't you think that the active capital flows in the market are becoming more and more concentrated now?"

"Well, the most obvious feature is that the active main capital groups on the market seem to be increasingly biased towards the core and main line of heavyweight large-cap stocks."

"There's nothing we can do about it. The liquidity of small-cap stocks is not enough for institutions to grab funds on a large scale."

"What does that mean?"

"Does it mean that many major institutional groups in the industry are increasing their positions in the market more and more frequently?"

"It also shows that the positions of many major institutions are rising rapidly at the moment."

"Institutional groups have begun to gather together on a large scale the leading stocks of the three core main lines of 'big finance', 'big infrastructure' and 'military industry'. This shows that the first stage of the market's main rise has indeed begun, right?"

"I should say, it started a long time ago, right?"

"To be precise, when the Shanghai Composite Index officially broke through 3000 points, when the 'Yuhang Group' led by President Su increased its positions in the 'big financial' mainline stocks on a large scale, the first stage of the market's main rise began. At this time... I feel like it’s a bit of an afterthought to talk about this issue again.”

"If the starting point of the bull market is calculated from April this year, then there is no doubt that the market trend after entering November will be the main rise in the first stage of the bull market."

"There should be no doubt that the main rising wave in the first stage of the bull market is based on the current changes in market conditions."

"It's just that we can't say how long this wave will last and how much space it can continue to open up."

"Who can predict this? Let's see while walking?"

"At least the landing point should be around 4000 points, right? This position is upward... only around 4000 points will there be strong market pressure."

"It's hard to guess the specific point. The main thing... I think it still depends on the changes in market volume."

"Yes, if the market volume can maintain the current pace, continue to rise at a scale of 100 billion per day, and quickly advance to a scale of trillions in the two cities, then I think... it is completely possible for the Shanghai Stock Exchange Index to reach 4000 points at the end of the year. It is expected that compared with the current level, it will only rise by about 13%."

"Is it just an increase of about 13%? This is really loud!"

"Haha, the market has entered a comprehensive bull market stage, can you be a little louder?"

"I think it is not that easy for the Shanghai Stock Exchange Index to reach 4000 points quickly. In fact, today's market performance shows that a number of major financial groups are active on the market, further moving towards 'big finance', 'big infrastructure', and ' The gathering of popular heavyweight stocks in the three core main lines of military industry is not necessarily a good thing, and I don’t know if you have noticed that among the three core main lines of ‘big finance’, ‘big infrastructure’ and ‘military industry’ The upward trend and market trends of other non-popular heavyweight stocks have clearly begun to diverge."

"It seems...there are signs of such differentiation!"

As the news in the group refreshed rapidly, everyone's discussions became more and more intense and heated.

After being reminded by a certain hot money tycoon in the group, more and more senior investors noticed signs of differentiation between popular heavyweight stocks and non-popular concept stocks in several popular main areas of the market. At the same time, within many institutional groups in the industry.

For example, within the "Pingyin Asset Management" institution, which is almost fully long on the core market trends of "big finance", "big infrastructure" and "military industry".

Chen Shen, the main fund product manager, also discovered this in his market analysis.

"Today's market trend, although the rapid diving trend in the market has basically been restored in the final stage of the late trading, but... still can't be too optimistic!" Chen Shen stared at the frozen market of the two cities, and at the same time browsed the entire market of the two cities. Many market voices on various online stock discussion platforms lamented, "The trends of stocks in popular main line areas have begun to gradually diverge. For stocks related to the same main line, the strong ones are getting stronger, and the weak ones are getting weaker... This is not necessarily a good thing." (This chapter) over)