my financial empire

Chapter 36 Stock Selection
Only since 2012, the other party has rarely been active in the market.

Its trading seat is quite unfamiliar to the younger generation of market investors, as well as investors like Su Yue who have only really stepped into the financial trading market since 2014, or do not understand it at all.

"No wonder!" Su Yue sighed with emotion, "Then Mr. Qiu is indeed a legend in the market."

"That's it!" Ai Xiaorong said with a smile, "Many investment customers in our sales department opened accounts in our sales department because of Mr. Qiu. It can be said that Mr. Qiu indirectly...brought money to our sales department. Many customers, and many of them are VIP customers with an investment of 500 million."

After finishing speaking, Ai Xiaorong sent Su Yue out of the sales department, then turned around and went to receive other customers.

Su Yue stood on the side of the road at the entrance of the business department, waved for a taxi, and then took the car back to the community where he lived.

After getting off the car at the gate of the community.

Seeing that it was already noon, Su Yue went to a restaurant that he usually frequented near the community to have lunch before returning home.

When he entered the house, he changed his clothes.

When I started to sit at the desk in the bedroom, turned on the computer, and was about to replay, the time was already at 12:36.

Su Yue saw that it was only 24 minutes before the opening of the market in the afternoon, so he briefly browsed the market's index, investment main line, and hot concept performance today.

I saw that after half a day of trading.

The Shanghai Designated Index is at 2230.23 points, up 0.56%, while the ChiNext Index is fixed at 1447.49 points, up 1.58%.

Through the performance of the index, it can be seen that the overall investment pattern of the market is somewhat biased towards small and medium-cap concept stocks.

Under this investment pattern, the two major investment lines of "infrastructure" and "military industry" that performed strongly in the early stage are also in a sideways shock at the moment. Instead, the previously weak investment line of "technological growth" has Clear signs of a rebound.

However, even if the market is in the main line of investment style, on the surface, there are signs of switching and shifting.

However, the areas where the active funds on the market mainly gather, that is, the industry sectors and concept sectors that have the net inflow of main funds, still revolve around the main lines of investment in the two major industries of 'infrastructure' and 'military industry', as well as the 'reform and reorganization of state-owned enterprises',' The two main concepts and themes of the New Era Road and the Maritime Silk Road are unfolding.

In other words, it depends on the flow of main funds in the market.

The main line of market investment, "Technology Growth", headed by weighted stocks on the GEM, is just an oversold rebound after falling too much, and has no continuity; while the main line of investment in the two major industries of "infrastructure" and "military industry" is the core. Although the hype of the two concepts and themes of "the reform and reorganization of central enterprises and state-owned enterprises" and "the new era road and the maritime silk road" are temporarily in the stage of sideways adjustment, expectations, emotions and the ability to undertake the main funds on the market have not weakened. , still has the potential and motivation for an upward breakthrough in the market.

After understanding this point.

Su Yue stopped paying attention to the line of "technological growth", and focused on the market extended by the two macro-concept themes of "state-owned enterprise reform and reorganization" and "new era road and maritime silk road". on the hotspot.

In July, after the national high-level meeting launched the two major macroeconomic strategic development plans of "the reform and reorganization of central enterprises and state-owned enterprises" and "new era road and maritime silk road".

After more than a month of continuous speculation in the market.

These two main concepts and themes have formed many branch themes under the in-depth excavation of various funds inside and outside the venue.

For example, relying on these two main concepts and themes, the 'Trans-Eurasian Economic Belt', 'China-Korea Free Trade Zone', 'Military Asset Securitization', 'Military-civilian Integration', 'Yangtze River Delta Economic Belt', 'Great Branch themes such as the "Bay Area Economic Belt" have become hot concepts that continue to be hyped in the market.

And in these hot branches that have been excavated and developed by funds.

Many corresponding concept stocks have also gone out of a wave of sharp gains.

For example, the resumption of trading of 'Big Dipper' in the hot spots of the two branch concepts of 'military asset securitization' and 'military-civilian integration' directly went out of the situation of six consecutive daily limit.

There are also such popular stocks as before, such as 'Fushun Special Steel, North Navigation, Chengfei Technology' and other tickets.

It is also under the blessing of these concept hotspots that they have reached new highs.

However, after a brief resumption of trading, Su Yue did not choose these stocks that he had been optimistic about before and used the company's fund account to operate. Instead, he focused on the current range of popular stocks in the market, but in recent days, the market attention has decreased. A stock called 'Yingkou Port' has obviously declined.

This stock belongs to the port and shipping sector, and its main business is port loading and unloading, accumulation, and transportation services.

From the perspective of the main business and the company's fundamentals, there is nothing to report.

However, through the geographical location of the port where its main business is located and the background of its state-owned holdings, it just perfectly fits the 'Trans-Eurasian Economic Belt', 'China-Korea Free Trade Zone', 'Northeast Revitalization Plan', ' "Reform and reorganization of state-owned enterprises" and other hot concepts in the market continue to be hot.

Therefore, this check is no surprise.

It has become the leading concept stock with the most hype potential under the in-depth development of the two major macro concept themes of "the reform and reorganization of central enterprises and state-owned enterprises", "new era road, and maritime silk road" in the market.

In the last eight trading days, this check has been hyped by various hot money in the venue.

Directly walked out of the tyrannical trend of eight days and five boards.

Only after its five-link board, along with the "infrastructure" and "military industry" related industry sectors, as well as the "reform and reorganization of state-owned enterprises and state-owned enterprises" and "new era road, Maritime Silk Road", the main theme of the two macro-concepts fell into a short-term sideways market. At the same time, when the main market line of "technological growth" has bottomed out and rebounded, temporarily attracting the attention of many investors in the market, the hype funds have ebbed, causing this stock to adjust for three consecutive trading days.

But in the adjustment stage of these three trading days, compare it with the rising stage when it was connected to the board.

Su Yue discovered that the amount of the check was not significantly enlarged, and the adjustment range was not deep.

Then, based on this, he judged based on his many years of trading experience that most of the main funds involved in the early stage of the check did not fully appear.

At the same time, its internal bargaining chip structure remains solid.

As long as the subsequent market style turns around, this stock has multiple concepts and expectations, and its hype logic has also been recognized by the majority of investors in the market.

Su Yue believes that this stock, with a high probability, still has a sharp upward trend to go.

Of course, in addition to these factors.

Su Yue also observed that at the end of June this year, there was a 6 get 10 send 20 yuan high transfer.

At that time, the market was boosted by the company's "high delivery and transfer" benefits, and funds from all walks of life gathered, and there was also a round of hot hype about filling in rights.

Now, Su Yue feels that this implicit story of 'filling in rights' can continue to be told.

After figuring this out, and straightening out the specific hype logic of this stock, Su Yue added the check to his self-selected stock pool, making it the focus of attention in the proposed warehouse target.

After all, even though he screened out this check from the current market, he also felt that this check still had the potential to continue to stir up speculation.

However, no matter how good the hype logic is, it needs to be verified by the actual market trend.

In other words, only when the subsequent actual trend of the check meets the judgment's expectations, is it the real buying point.

Only at that time, it is the most cost-effective to intervene in the profit-loss ratio of the check.

With his review and thinking, before he knew it, more than 20 minutes had passed in a flash, and the time came to 1:[-] p.m.

The stagnant market of the two cities was under the influence of emotional brewing and news during the noon break.

Start beating again.

(End of this chapter)