The investment era of rebirth

At the same time, the direction of related concepts and themes such as the ‘China-Japan-Korea Free Trade Area’ and ‘Eurasian Economic Belt Construction’ is positive.

Also came one after another.

"Sure enough, the core market main line is that there is never a shortage of positive stimulation off the market!"

While a bunch of related good news continued to bombard the nerves of the vast number of investors both inside and outside the market, the discussion in the main hot money group of Yuhang, where Su Yu was located, also soared.

"The main line of macro-strategic planning for economic development at the national level will naturally not be short of good news."

“It seems that the main line of ‘big infrastructure’ has not reached its peak yet!”

"To the top? How is that possible!"

“It feels like the hype on the core concept theme of ‘New Era Road, Maritime Silk Road’ should be accompanied by this entire bull market before it finally comes to an end, right?”

"If you ask me, the hype logic of the core main lines of 'Big Infrastructure', 'New Era Road, Maritime Silk Road' is much harder than that of 'Big Finance', and there is room for imagination. It is also much larger. As far as the current core main line field of 'big infrastructure' is concerned, the valuation level of a number of heavyweight core stocks, compared with their broad expected future imagination, is still at the bottom of the mountain."

“I also feel that the hype about the core main line of ‘New Era Road and Maritime Silk Road’ has just begun, and the trend of the entire main line hype market has just begun.”

"Looking at it this way, the three core main lines of 'big finance', 'big infrastructure' and 'military industry' will still be the most concentrated in the market."

"As soon as this good news comes out, the prices of the two markets will soar again in the afternoon, right?"

"It will definitely surge, especially stocks related to the concept of 'China, Japan and South Korea Free Trade Zone'."

"This should also lead to changes in the domestic concept of 'free trade zone', right? The concept theme of 'Shanghai Free Trade Zone' has not seen a continuous and smooth upward offensive for a long time since the hype last year. It feels like it is now taking advantage of The east wind of the 'China-Japan-Korea Free Trade Zone' should be able to take off."

"Looking for stocks with overlapping concepts for speculation, the winning rate should be higher."

"Yes, in the market, there are stocks that not only belong to the main line of 'big infrastructure', but also have the concept of 'New Era Road, Maritime Silk Road', and also have the concept of 'Shanghai Free Trade Zone'. , focus on this direction to do trading, under the current market sentiment, you probably won’t lose money.”

"This afternoon, the 'Shanghai Stock Exchange Sanmao' check will be heavily scrambled by various funds again."

"The 'Shanghai Stock Exchange Sanmao' check will probably hit the daily limit immediately after the market opens in the afternoon, right?"

"There is also the 'Yingkou Port' check. This time it is really going to become the core concepts of the entire 'big infrastructure', 'new era road, maritime Silk Road', 'China-Japan-Korea Free Trade Zone', 'Northeast Revitalization' and so on. The main theme is the leader in hype, and the leader in height.”

"Yes, the concept of 'China-Japan-Korea Free Trade Area' should be linked to the concept of 'Northeast Revitalization'."

"At the opening of the market in the afternoon, we are rushing to raise chips for the 'Yingkou Port' check."

"It's probably hard to get hold of it, right?"

"If you can't catch it, you can fall back and buy similar stocks such as 'Shanghai-Hong Kong Group', 'Rizhao Port', and 'Dalian Port'."

"The good news at noon should also have a strong stimulating effect on the check of 'Huagong International', right? I still think that the future upside of this check will be huge."

"There is no doubt that it will have a strong stimulating effect."

"The check of 'Huagong International' is still the leader of the Chinese military in the entire 'big infrastructure' main line, right?"

"That's for sure, but the check plate is really too big, and the flexibility for speculation is definitely not as good as that of a number of small-cap stocks with pure concepts."

"Institution-led tickets and flexible space are definitely not as good as concept tickets."

"If we speculate on the core line of 'New Era Road and Maritime Silk Road', then the old leader of the past, 'Northern Xinjiang Communications Construction', will probably rise as well."

"Well, the stock of 'Beijiang Communications Construction' seems to have been adjusted for a long time."

"There are also 'Bayi Steel, Huaxin Cement, Tianshan Cement, Dalian Heavy Industry, Shanghai Construction Engineering, Hualian Heavy Industry...' These are a large number of concept leaders in the past. I am afraid that they will also usher in the market after the market opens. The main financial groups have focused their attention.”

"No need to guess, just now, many people have summarized the core concept stocks."

"Niu, today's investors are all about efficiency."

"After all, this is the era of mobile Internet. It is easy to reach an agreement on the logic of hype and in-depth exploration of concepts."

"In the core main line areas of 'Big Infrastructure', 'New Era Road, and Maritime Silk Road', there will probably be no problems with the market trend after the market opens in the afternoon. It is the 'Big Finance' line... I feel that this morning The trend of this core main line has begun to change from consensus to divergence. I wonder if this core main line can still be stable in the afternoon session?"

"The trends of the three core main lines of 'big infrastructure', 'big finance' and 'military industry' have been very close to synchronous development in recent times. I think the current trend of the 'big finance' line is still There is no problem. At this position...the valuations of many core-weighted stocks in the main line of 'big finance' are still quite low, and there are still a lot of financial groups willing to take on them."

"In terms of valuation, it is true that heavyweight stocks in the main line of 'big finance' still have the lowest valuation level in the entire market."

"On the other hand, if the main funds focus on the core main lines of 'big infrastructure', 'new era road, and maritime silk road', it should siphon off some of the active funds that participated in the main line of 'big finance' in the morning."

"It's going to siphon, no doubt about it."

"I think as long as the market volume continues to increase, regardless of the market development and which core line the most concentrated money-making effect is biased towards, the overall market situation should continue to rise, continue to short squeeze, and push the trend forward. Keep it going.”

"Yes, the performance of quantity and energy is the most important. If there is quantity, the market will follow." "But in the market performance in the morning, many core main fields of 'big finance', 'big infrastructure' and 'military industry' have already shown heavy volume on the market." How can we explain stagflation, or individual stocks with obvious correction trends?”

"Is this normal? After the market's continuous short squeeze and rise during this period, how much profit-making has accumulated on the market? Isn't it still allowed to sell some profit-taking orders?"

"This is true. Profit-making selling pressure will indeed have a certain impact on the market trend."

"As I said before, as long as the market volume is still growing, the market will not stop."

"Even though the core main fields of 'big finance', 'big infrastructure' and 'military industry', many stocks showed signs of heavy volume and stagflation in the morning market performance, but many of the market's hot stocks and core weight stocks , it is still continuing to open up space and lead the market upward."

"The so-called market strength and sentiment depend on the performance of the leader..."

"Based on the performance of the core leading stocks in the market, there is no doubt that the current market is still in the midst of very hot bullish sentiment and speculation. We really have to worry about the market's reversal or continued correction. I think ...You can almost predict when the market's conceptual leaders and weight leaders, which are leading the market's rise, will weaken. And by that time, it's not too late to worry. Now...there is no need to worry in vain."

“You’re right, just continue to pursue positions in leading conceptual stocks with core main lines.”

"Yes, if you continue to pursue long positions, you will not actively make money in the bull market. In the bear market, it will be even less possible to actively make money."

"Seize the opportunity, you must seize the opportunity..."

With the rapid refresh of news in the group, as well as the in-depth analysis of the market by countless hot money tycoons in the group, everyone also made preliminary expectations for the market in the afternoon based on the good information off the market.

Unknowingly, the one and a half hour lunch break has passed by in a flash.

With the eyes of countless pairs of investors gathered together, the time hand quickly passed by 1: p.m. After a brief suspension of trading in the two markets for an hour and a half, at this time of great attention, continuous bidding once again ushered in. trade.

I saw that the market conditions of the two cities had just begun to change.

The Shanghai Stock Exchange Index, the Shenzhen Stock Exchange Index, and the GEM Index are several core indexes, as well as the securities industry sector, Internet finance concept sector, banking, insurance, commercial real estate development, building decoration, building materials, machinery and equipment, public transportation, national defense and military industry, sub-new stocks, Film and television media... and other industry sectors and concept sectors that are highly concerned by the investor community and have a certain degree of market popularity are all rising rapidly, and the market gains have expanded rapidly.

At 1:01, in just one minute, the Shanghai Stock Exchange Index quickly rose to the 1.20% increase mark, quickly recovering the diving range near midday in the morning.

At the same time, due to the many positive stimulations at noon.

The core main areas of 'Big Infrastructure', 'New Era Road, and Maritime Silk Road', related industry sectors, concept sectors, and many related concept stocks have risen rapidly, and have been attacked by a number of active major financial groups inside and outside the market. , as well as the strong attacks from many fund groups that follow suit.

Among them, the "Shanghai Sanmao" skyrocketed, and within one minute, it hit the daily limit.

The stock price of "Yingkou Port" jumped 4 points in a straight line in one minute, and the market rose by more than 8%. It also showed a trend of hitting the daily limit.

There are also "Beijiang Communications Construction, Shanghai Construction Engineering, Huaxin Cement, Tianshan Cement, Shibei High-tech, Fushun Special Steel, Bayi Steel, Dchain Heavy Industry, Rizhao Port, Shanghai-Hong Kong Group..." and other concepts that are relatively pure At this moment, all related stocks rose straight up, and almost instantly hit new intraday highs.

At 1:02, the stock price of ‘Yingkou Port’ hit the daily limit, and countless active funds followed the trend and rushed to raise funds.

And also at the same time.

'Huagong International, Huaguo Construction, Huaguo China Construction, Huaguo MCC, Huaguo Railway Construction, Huaguo Communications Construction, Huaguo Baosteel, China South Locomotive, China North Locomotive, Huaguo Building Materials...' and many more' Huazitou's infrastructure-heavy stocks also experienced comprehensive changes, and they all made strong gains under the attack of a large amount of main funds.

Among them, "Huagong International" is the leading weight of the entire "big infrastructure" main line.

In an instant, its stock price exploded by 3 points, causing its market increase to reach more than 6% in an instant, once again setting a new market high and setting a new annual high.

At 1:03, the stock price of ‘Yingkou Port’ reached its upper limit and was sealed, with the annual increase exceeding three times.

At 1:04, the stock price of Huagong International hit the 7% increase mark during the day. At the same time, the Shanghai Stock Exchange Index rose to a 1.35% increase position, and the A50 Index returned to the 2% increase mark.

At 1:05, the 'Building and Decoration' industry sector index increased by nearly 3% during the day, surpassing the increase in the securities sector index and becoming the industry sector leading the gains in the two cities. At the same time, the stock price of 'Huaguo Construction' increased during the day. It returned to the 4% increase mark, and the intraday turnover exceeded the 40 billion mark, continuing to increase volume.

At 1:06, the stock of ‘Hualian Heavy Industry’ surged, with the stock price touching the 7% mark.

At 1:07, stocks such as "Shanghai Construction Engineering, Pudong Jinqiao, Shanghai-Hong Kong Group, Waigaoqiao..." followed the trend and rose sharply, driving the "Shanghai Free Trade Zone" concept sector to rise by more than 2%.

At 1:08, the ‘Northeast Revitalization’ concept sector index rose by 3% during the day.

At 1:09, the growth rate of the 'New Era Road, Maritime Silk Road' concept sector index also exceeded 3%, and replaced the 'Internet Finance' sector index that continued to fluctuate sideways, becoming the leader of the two cities. The concept theme sector index led the gains.

At 1:10, the Shanghai Stock Index returned to the 1.5% growth mark. The entire industry sector and concept sector related to the main line of 'big infrastructure' began to fully take over the main line of 'big finance' that had been leading the gains in the morning and showed a slight upward trend. , has become the core driving force for the upward breakthrough of market conditions. At the same time, the main active capital groups that originally flowed to the main line of 'big finance' are also driven by the good news at noon, and are rapidly flowing to 'big infrastructure', 'new era road, and maritime silk'. Road' this core main line area.

"Damn it, did you really lie about the drop in diving this morning?"

At about 1:12, in the main fund trading room of Zexi Investment Company in Shanghai, Zhou Kan stared at the market of the two markets, a little unbelievable, and said in surprise: "This market trend is really tenacious, boss, I feel... The market seems to be unable to fall for the time being!”

Xu Xiang's eyes were also fixed on the changes in the two markets. He was silent for a while and responded: "This market trend is indeed very tenacious. The main line of 'big finance' and 'big infrastructure' have alternately advanced, and they have always gathered strong strength. The money-making effect, however, is that this market’s capacity to undertake is still unable to fully undertake the large quantities of profit-taking funds that want to reduce positions and take profits, as well as the large number of unwinding capital groups.

Didn’t you see that the ‘big infrastructure’ line is on the rise?

Has the 'Big Finance' line started to shrink sideways and gradually lose its momentum to attack?

This disk performance is telling us that although the market liquidity is now relatively abundant, under the pressure of huge profit-making and unwinding, it is still unable to fully accept the selling. As before, the two core main lines go hand in hand. , smoothly continuing to create upside space in the market. "(End of chapter)