Rebirth of the investment era

After closing at noon, we faced such market trends.

The vast investor group, those who are excited and excited, still account for the majority. After all, the index has had eight consecutive positive days before, and it can continue to rise today, which is a strong performance. Of course... during this period, there are also very few investments. The investor group began to realize that the market trend seemed to be declining.

However, at noon, the positive news from the market quickly lifted the market's bullish sentiment, which had dropped slightly, again, alleviating the worries of a small number of investment groups.

According to market news...

Regulators stated that they will strengthen the construction of the domestic financial market in accordance with the "Nine Articles of the New Country" guidance, provide more channels for funds to enter the market, and encourage more long-term investment funds such as insurance, trusts, corporate annuities, and pensions to actively enter the market, and improve Delisting system.

With such good news, the market reopened at 1 p.m.

Several major indexes and many popular stocks were seen rising rapidly, and the entire market ushered in a relatively fierce wave of fund-raising activities.

However, this intensive fundraising did not last long.

At 1:08, after hitting the highest point of 2461.29, the Shanghai Stock Index fluctuated and fell again. The market, which had generally risen, except for the two core main lines of 'infrastructure' and 'state-owned enterprise reform', also followed the index. The price fluctuated downwards and weakened again.

At 1:20, the Shanghai Stock Index fell back to around 2450 points. The good news at noon did not really change the market trend and further stimulated the market.

At 1:30, the Shanghai Stock Index fully recovered all the gains stimulated by the good news in the afternoon, and once again fell into a volatile situation between 2440 and 2450 points. At the same time... the large number of buying orders that were actively pursued in the afternoon due to the good news began to ebb significantly, and the main funds in the market The flow is also further concentrated in the fields of 'infrastructure' and 'state-owned enterprise reform'.

At 1:45, major financial sectors such as 'securities, banks, and insurance' that fluctuated in pulses turned green again.

At 1:55, in the two main areas of 'infrastructure' and 'state-owned enterprise reform', there is also a relatively obvious differentiation trend. The core popular stocks are getting stronger and stronger, and the non-popular concept stocks have begun to gradually increase their volume and sell orders. Gradually increasing, there are obvious signs of falling from the high level.

At 2:02, the Shanghai stock market's Sanmao, which originally had its daily limit closed, experienced a concentrated increase in volume. The daily limit was opened, and the stock price fell rapidly. The long and short differences on the market also amplified instantly. Moreover, due to the bad trend signal of the Shanghai Stock Exchange's Sanmao, 'Shanghai Sanmao' A large number of popular stocks such as Municipal Construction Engineering, Shibei High-tech, Beijiang Communications Construction, and Beixin Road and Bridge' also began to show slight signs of heavy volume on the market, and the chip structure on the market became loose.

At 2:10, when a number of concept sectors such as 'big finance, military industry, consumption, and cycle' gradually fell back, the Shanghai Stock Index retreated below the 2440 point mark and returned to below the morning opening position. At the same time, the K-line chart above, leaving a cross shadow with a long upper shadow.

At 2:20, the Shanghai Index fell back to the 2435 first-line position. At the same time, the time-sharing volume of the two cities was further reduced, the trading volume became lighter, and the differentiation and layering of the market conditions became more and more obvious. The entire market , the active funds outside the market are further converging on the small-scale popular stock areas with the most profit and the hottest sentiment in the two major fields of 'infrastructure' and 'state-owned enterprise reform'.

At 2:30, after the continuous time-sharing shrinkage, major follow-up funds began to increase their positions again and boost some concept stocks that had fallen significantly in the fields of 'infrastructure' and 'state-owned enterprise reform', thus driving the index back to 2440. The points are on the line, maintaining a strong state of shock.

"Except for the fields of 'infrastructure' and 'state-owned enterprise reform', there are still few opportunities in other directions!"

Seeing that the time has passed to 2:30, the hot spots in the two cities still remain in the two main areas of 'infrastructure' and 'state-owned enterprise reform', and the market differentiation trend is relatively obvious. At this moment, Su Yu is located Within the main group of Yuhang Hot Capital, someone said with some worry: "I feel that with the current position of the two main lines of 'infrastructure' and 'state-owned enterprise reform', the investor group that dares to follow the trend at this stage is declining rapidly. The market volume Whether it can be further released, sellers on the market and buyers outside the market have begun to fall into a wait-and-see attitude."

"Indeed, looking at market indexes and market trends, it is obvious that the market's wait-and-see sentiment has begun to become stronger."

"Market confidence is not as strong as expected. The two main lines of 'infrastructure' and 'state-owned enterprise reform' have begun to significantly weaken at this position."

"Active buying is declining, but passive acceptance is still quite strong."

"Yes, as long as the index falls slightly, the buying volume of high-quality core stocks in the two major fields of 'infrastructure' and 'state-owned enterprise reform' will be triggered instantly as soon as the stock prices fall slightly. This proves that everyone has a strong understanding of the market conditions of these two main lines. Although the sentiment of chasing prices is fading, the logic of being firmly optimistic has not changed. Everyone... just wants cheaper chips."

"There are no other low-level mainline concept market trends, which will cause a run on funds for the two core mainline market trends of 'infrastructure' and 'state-owned enterprise reform'. Then...as long as the core investment logic and future expectations of these two mainlines are still there, after a short period of shock, , all kinds of funds that can’t get cheap chips will still follow up.”

"Although the market conditions, on the surface, seem to be somewhat differentiated, under the pattern of increasing volume when falling and shrinking when rising, the problem is not big."

"Many popular and leading probability stocks can obviously still go up."

"Although the overall net inflow of funds is slowing down, it is still continuing to flow in."

"According to this market trend, even if the market enters a possible adjustment stage, the core popular stock areas of the two main lines of 'infrastructure' and 'state-owned enterprise reform' are also the areas with the most liquidity and the least risk."

"The two core themes of 'infrastructure' and 'state-owned enterprise reform' have attracted a very large amount of funds in the past half month, right? Such huge funds are heavily invested here, and the news is constantly good. Although the wait-and-see mood has increased, the bullish situation is still very good. There is a high probability that this will not be a selling point, but a stage to continue holding positions.”

"The Shanghai Stock Exchange Index is only one breath away from the 2,500-point mark, almost 3% away. This breath... has reached this point, why should it be raised?"

"Well, from the perspective of sentiment and expectations, the 2,500-point mark is the consensus target for everyone."

"Even if you want to sell, you have to wait until the index hits 2,500 points."

"Looking at the trend of Beixin Road and Bridge, Mr. Su is definitely still locking up positions today. If the trend of this weather vane stock keeps moving, then the risk of a sudden turn in the market is not great. Keep locking up positions. I will also give the big picture a try."

"However, the good news at noon today really did not have much reaction on the market!"

"It is based on the addition of the 'Nine Articles of the New Country'. In fact, it is not good news beyond expectations. The market reaction is limited, which is understandable."

"As long as the two main lines of 'infrastructure' and 'state-owned enterprise reform' are still the core of the market, you can continue to hold shares and continue to make trading around these two main lines. However, today's market is becoming more and more popular. Stocks tend to develop in a concentrated manner.”

"The stock price is relatively high. Under such circumstances, it is normal for funds to converge in areas with better profit-making effects, higher popularity, and greater liquidity, right?"

"Well, it's normal, but it also shows that there are hidden concerns in terms of market volume and energy!"

"No market situation can happen overnight. I think the current market volume is at a normal level."

"Everything is still determined by the money-making effect of the market. As long as these core popular stocks can continue to open up room for speculation, other stocks will naturally follow up quickly after a short adjustment. After all, as long as the money-making effect is there, they will continue to chase higher. The funds received will continue to flow.”

"The index has been rising for eight consecutive days. Even if it is slightly adjusted today, it is understandable."

"Just keep doing it and it's over. At this time, the index breakthrough is imminent, so we can't be timid."

"The Shanghai Stock Index is so close to the 2,500-point mark, and with such strong expectations in the entire market, even if it cannot truly break through completely, the concept of touching it is huge. As long as there are expectations for the index to rise, then as the core popular main line supporting the index , the two core main areas of 'infrastructure' and 'state-owned enterprise reform', especially the high-quality and popular stocks in these two areas, will definitely have relatively large opportunities for speculation."

"I agree, and the top is often reached by heavy volume at a high level. Volume shrinks during the rise, which proves that the chip structure on the market is still good, and there is a high probability that it can continue to rise."

"Hey, I hope that at this time, the market will continue to see a wave of relatively large divergences."

"Me too. After all, yesterday's wave of fluctuations in the divergence of stalls caused me to hesitate for a moment. The buying position was completely insufficient and I didn't make any money at all."

"However, if Beixin Road and Bridge and Beijiang Communications Construction suddenly explode and have differences at this time, how many people will dare to buy?"

"As long as Mr. Su continues to lock up positions, what is there to be afraid of?"

"Hehe...these two checks were really explosive, so I filled up my position directly. The expectations and emotions were still there. Everything I looked at inside and outside the market was good, and there was no one else in the market who had the ability to continue to make money." If we use the main line of effect to distract attention and funds from the two main lines of 'infrastructure' and 'state-owned enterprise reform', why don't we dare to use it? In the current emotional and expected environment, these two checks have obviously not reached their peak!"

"One word and it's over!"

"In this wave, we have to wait until 2,500 points before reducing positions. I don't believe it. With such strong market expectations, the Shanghai Stock Index cannot even rise within the 3% range!"

"I hope to see Mr. Su continue to lock up positions today."

The news in the group was refreshing rapidly, and the hot money people were discussing intensely.

Unknowingly, the market trading time has passed 3 o'clock in the afternoon, and the rapidly beating disks of the two cities have stopped.

After all-day trading, the Shanghai Stock Exchange Index finally settled at 2437.63, slightly lower than the opening position, up 0.34%. The Shenzhen Stock Exchange Index and the ChiNext Index rose 0.21% and 0.18% respectively, basically remaining flat. A total of transactions in the two cities 125.326 billion, a slight decrease compared with yesterday.

Although several major indexes closed in the red.

However, compared with the high opening range at the opening, it is a significant downward trend. That is, on the daily K-line charts of several major indexes, there is a negative trend with a shadow line. The eight consecutive positive trends have stopped and the ninth consecutive positive trend has not been achieved. Yang's trend record, overall... this trend is slightly lower than the general expectations of the majority of investors in the market.

In addition to the performance of several major indexes...

Market industry sectors, concept sectors, and individual stocks.

I can only see that the absolute core of the market conditions in the two cities, that is, the areas with the hottest money-making effects, are still the two main lines of 'infrastructure' and 'state-owned enterprise reform'. The remaining areas of 'finance, cycle, consumption, medicine', as well as small and medium-sized boards, entrepreneurship In the field of 'growth stocks' in the board direction, although a few stocks have also performed well, the overall money-making effect, as well as the long sentiment and popularity effects, are far inferior to the two core themes of 'infrastructure' and 'state-owned enterprise reform'.

Of course, in the two core main market trends of ‘infrastructure’ and ‘state-owned enterprise reform’.

There is also a certain degree of differentiation in the market.

That is, many mainline stocks that have risen a lot before and are at a relatively high level in the market, but the concept is not that pure and the fundamentals are not that good, there are obvious signs of weakness in the trend today, and the market volume is slightly higher than yesterday, regardless of whether it is actively taking over Buying orders, or passively accepting buying orders, are both insufficient.

On the contrary, there are many popular and popular stocks with pure concepts, excellent fundamentals, and still strong future expectations and imagination, such as 'Huaguo Construction, Huaguo China Construction, Huaguo MCC, China Railway Construction, China South Locomotive, China A number of valuable blue-chip stocks such as China CNR and China Communications Construction Co., Ltd., as well as popular concept stocks such as Beixin Road and Bridge, Shanghai Construction Engineering, Beijiang Communications Construction Co., Ltd., China Fortune Land Development, Kumho Group, Bayi Steel, Huaxin Cement, etc., trend It is still very powerful, showing a continuous surge, and in terms of market performance, the buying funds rushing to raise funds from all walks of life are also extremely strong.

In short, the market trend of 'the strong gets stronger and the weak gets weaker'.

Today's market trend performance can be said to be vividly displayed. At the same time, the vast number of retail investors in the market have begun to further pursue and increase their positions in popular concept areas and popular stock areas.

Faced with such a closing situation, the majority of investors in the market, although some people are indeed a little disappointed, on the whole everyone is still quite optimistic and continue to maintain high expectations and enthusiasm for the market outlook, especially when the Dragon and Tiger List was announced in the afternoon. Everyone saw that Su Yu's two seats of 'Fortune Road' and 'Fusheng Road' continued to be locked up, and the expectations and passion in their hearts became even higher.

However, unseen by the majority of investors, negative undercurrents have begun to surge.

That is to say, within the regulatory authorities, the meeting and discussion on the restart of the market IPO has been officially launched under the repeated requests and urgings of the leaders.

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