Rebirth of the investment era

Immediately afterwards, at 9:21, the number of red-listed stocks in the two cities fell below the 1,000 mark, and the proportion of red-listed stocks also fell below 50%. This means that the market's generally high opening situation has disappeared.

At 9:22, in the three core main areas of 'infrastructure', 'military industry' and 'Internet finance', the gains of related concept sectors and industry sectors have all fallen back to within 5%, and only maintained a slightly higher opening. , among them, many popular concept stocks such as Beijiang Communications Construction, Shanghai Construction Engineering, Tianshan Cement, Huake Financial, Pudong Construction, Hongdu Airlines, etc., which once reached the daily limit in the initial collective bidding stage, have also opened many The daily limit and the selling on the market are continuing to increase as time goes by.

At 9:23, the 'Fortune Road Concept Stocks' sector index, which has received the most attention and has the hottest following sentiment in the two cities, fell back below 5%. Compared with the initial stage of the call auction before 9:20, there was a sharp decline and gains. A situation where profits are sold quickly and violently.

at the same time……

On the two markets, relatively weak sectors, such as consumption, finance, non-ferrous metals, coal, petrochemicals, electronic information, semiconductors... and a series of industry sectors and concept sectors, have already opened slightly higher from the initial slightly red market. , fell back to a slightly lower opening form.

Among them, due to the impact of the sharp decline in the stock price of the US stock 'Apple', as well as the stocks of listed companies related to the entire Apple industry chain around the world were affected by the selling of major funds from all parties, various investment institutions around the world have also lowered their expectations for 'smartphone global'. Shipments' impact of future data expectations, the concept sector and industry sectors related to the 'Apple industry chain' in the market have suddenly become the leading decliners in the entire market at this moment, and their related concept stocks have also led the decline. city, occupying the top position in the entire decline list of the two cities.

Then, at 9:24.

This kind of concentrated selling sentiment generated from the "Apple industry chain" has begun to spread to the main conceptual field of "mobile Internet", such as "Internet software", "Internet applications", "film and television media" and several major industry sectors. A number of related concept sectors such as 'software development', 'network security', and '4G construction' have all fallen rapidly. On the market of related concept stocks, the amount of funds actively selling has also begun to increase with time.

Similarly, at this moment, the number of red stocks in the two cities has dropped from more than 900 to more than 800.

Among the industry sectors and concept sectors of the entire market, only the concept sectors and industry sectors related to the three main lines of ‘infrastructure’, ‘military industry’ and ‘Internet finance’ can still maintain a slightly red market status.

Finally, when 9:25 arrived, the collective bidding in the two cities ended.

The Shanghai Index was set at 39 points, down 37%, while the Shenzhen Stock Exchange Index and ChiNext Index fell 51% and 68% respectively, which was relatively weaker than the Shanghai Index.

In addition to index performance, the two cities also include industry sectors, concept sectors, and individual stock performance.

I saw that the 'Military Industry' sector and the 'Fortune Road Holdings Concept Stocks' sector led the industry and concept sectors in the two cities respectively. Among them, the 'Military Industry' industry sector came from behind, rising 47% higher, and 'Fortune Road Holdings Concept Stocks' The stock sector opened 56% higher. Although this higher opening increase is still independent of the two cities and far exceeds the increase of other industry sectors and concept sectors in the two cities, compared with the two cities' initial call auction stage, the performance increased by 7 or 8 points at every turn. , it can be said that it has fallen sharply and its performance is not satisfactory.

In addition to the two major sectors of ‘Military Industry’ and ‘Fortune Road Holdings Concept Stocks’.

The total number of industry sectors and concept sectors that opened high in the two cities does not exceed 10, and most of them are related to the main line of "big infrastructure".

As for the industry sectors and concept sectors that opened low.

The so-called 'growth stocks' sector, centered on small and medium-sized board and GEM constituent stocks, performed the weakest. In particular, the 'Apple industry chain' was hit hard. The concept sector index of 'Apple Concept' opened lower than 2%, and among the concept stocks, such as Changying Precision, Shuobed, Anjie Technology, Xinwei Communications... all stocks fell by more than 3%, which can be said to have opened significantly lower.

Of course, in the opening results that were relatively lower than expected.

There are a lot of popular concept stocks in the two cities that have attracted a lot of attention, especially the popular stocks in the fields of 'big infrastructure', 'military industry', and 'Internet finance' that have achieved sustained profit-making effects in the past two days. Although many stocks have failed to maintain sustained profitability. The trend is at the daily limit, but the performance in various aspects such as high opening range, market trading volume, follow-up capital participation, trading activity, and emotional reaction... is still maintained quite well. Its profit-making effect and demonstration of the direction of market speculation The effect is also continuing to deepen and deepen.

And because of the money-making effect and room for speculation created by these popular stocks.

New stocks newly listed in the two cities, as well as stocks that are good for resumption of trading, have also made huge profits, especially several new stocks newly listed in the past few days. Today, these stocks not only continue to rise by the daily limit, but also continue to shrink. At the same time, more and more active buying funds have accumulated on the market, which also shows that market speculation continues to rise in this direction.

Generally speaking, based on the results of this collective bidding situation.

It is enough to show that although the market has been affected to a certain extent by the performance of external market trends, it has not been defeated. At the same time, in the main areas that the majority of investors are focused on, especially in the field of hot stocks with strong popularity, the money-making effect and the positive capital The sentiment of entering the market and following the trend is still there.

"Hey, I didn't expect... I still opened it low!"

Seeing the final opening results of the two markets, some people among the large group of retail investors gathered in the discussion area of ​​the trading platform felt helpless.

"Although it opened low, this opening is not bad."

"Yes, the Shanghai Stock Exchange Index opened above 2,250 points. To be honest, the result is acceptable."

"Regardless of how far the external market has fallen? Today the Shanghai Stock Index opened slightly lower and still stood at 2,250 points. In fact, it is considered strong."

"I agree, but the Shenzhen Stock Exchange Index and the ChiNext Index look a bit weak."

"The Shenzhen Stock Exchange Index and the ChiNext Index look weak. That is because they have been dragged down by a series of stocks in the 'Apple Industry Chain'. The stocks in the 'Apple Concept' sector that are falling sharply are basically components of the Small and Medium Enterprise Board and the ChiNext Board." .”

"Speaking of which, is there really no hope for the 'Apple Concept' sector?"

"Apple's semi-annual performance expectations have been generally lowered by investment institutions. How do you think these domestic related industry chain stocks can fare? Moreover, this concept sector has experienced repeated speculation last year and the year before. , both the historical stock price height and valuation level are far beyond the current market average. Under such circumstances, it is surprising that it can rise."

"The outdated mainline concept sector, which has experienced a massive ebb in funds, should be avoided as much as possible."

"But the main fund of the 'Yu Hang Series' managed by Mr. Su, and 'Lixun Precision', which participates in large-scale private placement, are also 'Apple concept' stocks!"

"This will not help the entire 'Apple concept' sector reverse its decline."

"'An old faucet is not as good as a dog.' If you should avoid it, avoid it. The 'Apple Concept' sector will definitely have no market in the short term."

"When investing, you must follow the main funds!"

“At the current stage, the place where the main funds are gathering most intensely is in the field of ‘big infrastructure’.”

"'Big Infrastructure' is indeed strong! Judging from today's collective bidding process in the two cities, it is obvious that the trend of a series of industry sectors and concept sectors related to 'Big Infrastructure' is still much stronger than other main concepts."

"However, this line did rise a bit in the past two days, and the current position... seems to be a bit high."

"Why is it so high? Do you know what the trend of 'the strong always goes strong' is?"

"Relatively speaking, the line of 'big infrastructure' is definitely still the strongest core speculation line in the entire market. However, it is true that there are certain differences in the market for many related popular concept stocks today."

"On the 'big infrastructure' line, several popular concept stocks have reached the position of the third board. It is normal to have differences in this position. It does not mean that the market is turning from strong to weak. In fact... I I think this point of divergence is a good buying point.”

"It's hard to say what the buying and selling points are now. It depends on the intensity of acceptance after the market opens, right?"

"As long as Mr. Su's 'Fortune Road' and the seats of related institutions are not sold, I think there will be no problem in taking over the hot concept stocks in the 'big infrastructure' line."

“What is the probability that Mr. Su’s ‘Fortune Road’ and related institution seats will continue to be locked up?”

"I think it is 100%. Mr. Su entered the market on a large scale to do long positions the day before yesterday, and continued to increase his position yesterday. He is obviously not trading for the short-term market, and will definitely continue to lock up positions."

"I also think Mr. Su will definitely continue to lock up positions!"

"According to the trading situation of these stocks yesterday, apart from Mr. Su's bargaining chip, there should not be much pressure on the market. As long as the market does not fall sharply today, I think the market will stabilize here, or even go further, and there will be no problem at all."

"Judging from the entire call auction process, the market acceptance of these popular stocks is still very strong."

"The money-making effect of the market is still there, and I think the probability of the index falling sharply today is not high."

"Judging from the opening results, it is obvious that the core main lines of 'big infrastructure', 'military industry' and 'Internet finance' have been stabilized, and as long as these lines can be stabilized, a number of popular stocks can continue to To open up the market to make money, the Shanghai Stock Exchange Index has no reason or motivation to plummet."

"By the way, the 'military industry' line is pretty strong today!"

"Yes! In this situation, it actually led the rise of the two markets. It feels like... there are some potential benefits."

"Hongdu Airlines has opened higher at around 8 points. It may be able to directly achieve the daily limit trend of the three consecutive boards. The 'military industry' line does seem to have great potential."

"The two main lines of 'military industry' and 'big infrastructure' are not bad. There should be nothing wrong with buying stocks based on these two main lines!"

"Whether the index can do well today, whether it can continue to be independent of the global trend and open up space, depends on how the checks of MCC, Shanghai Construction Engineering, Tianshan Cement, Huake Financial, and Hongdu Airlines go. If these The checks can be stable. If there is no large-scale decline, the index may still be in the red today and close the third consecutive positive line."

"Hongdu Airlines should have no problem accepting it during the call auction stage at the opening of the market; China MCC has exploded in volume, but this is a large-cap stock, and the opening range is not high. As long as the stock changes hands fully and the volume explodes, Mr. Su's "wealth road" should be stable even if he doesn't throw it away; other Shanghai Construction Engineering and Tianshan Cement will probably have violent shocks, especially the Shanghai Construction Engineering check. It feels that the hold-up market that was speculated in the early stage has not been cleared. ; As for Huake Financial... this check will probably be dragged down by the 'mobile Internet' line today; in fact, overall, there is still hope for the market to continue to rise."

"Good analysis. I am optimistic that after the market opens, the Shanghai Stock Index will go straight to 2,300 points."

"Don't call for 2,300 points or something in one breath. As long as we can continue to maintain the red plate, slowly make an upward move, and expand the room for speculation, I will be satisfied."

"It will definitely be a red market. The 37% drop was recovered as soon as the market opened."

"There shouldn't be any big problem with the red market in the session. The key is whether it can hold on until the close and whether it can hit a new intraday rebound high?"

"Look at the pros and cons, everyone! This position is definitely worth planning."

"As I said before, prices below 2,300 points are all cheap and high-quality chips. If you don't buy them at this time, you will definitely regret it when the subsequent index reaches 2,500 points."

"Be firm and long, be long..."

"Through the violent rebound trend in the past two days, Big A has stood up under the guidance and inducement of Mr. Su. We can no longer look at the market from the previous perspective and let it go to hell with the influence of external trends. A-shares The independent bull market has begun."

"Yes, keep beating the short sellers!"

"The brave will be overpowered to death, and the timid will be starved to death. Anyway, if the Shanghai stock index is below 2,300 points, we will never reduce our positions."

In the heated discussions among many retail investor groups, even though bearish sentiment has increased, the views and sentiments of multiple parties still dominate.

And in the midst of this short-term long-short debate and emotions brewing.

The time soon moved to 9:30, and the two cities ushered in the official continuous bidding and trading stage. At the same time, the stagnant market prices of the two cities also ushered in violent jumps again.

At 9:31, there is only one minute left before the opening bell.

Under the influence of the extreme energy explosion and tens of millions of investor groups buying and selling, the Shanghai Stock Index jumped back above the 2260 point mark like lightning. At the same time, the popularity of the two cities was soaring, and it attracted the attention of the majority of investors. Hongdu Airlines' check was directly swept up by tens of millions of large-scale orders. The stock price hit the daily limit and sealed the daily limit. It became the first three-board concept stock in the market to naturally change hands and hit the daily limit this week.

Immediately afterwards, at 9:32, driven by the straight-line daily limit of "Hongdu Airlines".

The 'military industry' industry sector, and its related concept sectors such as 'domestic large aircraft', 'military-civilian integration', 'national defense and military industry', 'military industry reform', 'aerospace', etc., have also seen a rapid upward trend. Among them The 'Military Industry' industry sector index rose rapidly to the 1% mark.

Likewise, at the same time.

A number of core constituent stocks of the 'Fortune Road Holdings Stock Concept Sector' also rose in a straight line, and were followed by a large number of investors both inside and outside the market. As a result, the 'Fortune Road Holdings Concept Sector' index rose in an instant. It quickly broke through to an increase of more than 4%.

Then, at 9:33, driven by the rapid development of the "Fortune Road Shareholding Concept Sector".

A number of popular component concept stocks in the field of "big infrastructure", as well as industry sectors and concept sectors, have also followed suit, with both volume and price rising.

At 9:34, when funds from all parties took the initiative to attack and fully accepted the corresponding selling orders, the main funds abandoned the 'Apple Concept' sector during the collective bidding stage, and opened sharply lower, as well as the weak 'Apple Concept' sector. The field of mobile Internet, as well as traditional finance, non-ferrous metals, coal, consumption, medicine... and other fields, have also quickly ushered in a wave of relatively powerful buying orders, and have narrowed the range of low openings.

At 9:35, the Shanghai Stock Index rose to 78 points, achieving a red plate.

At 9:36, the Shanghai Stock Exchange Index continued to rise to the 2268 point mark. At the same time, the decline of the Shenzhen Stock Exchange Index and the ChiNext Index narrowed to about 3%, and the decline of the Small and Medium Enterprises Index narrowed to less than 5%.

At 9:37, ‘Tianshan Cement’ followed Hongdu Airlines and changed hands with a huge price of 13%. It also achieved three consecutive daily limit trends, further opening up the market’s speculation space and enthusiasm in the field of ‘large infrastructure’.

At 9:38, the Shanghai Stock Index hit 2270 points, and the increase expanded to about 3%.

At 9:39, the growth rate of the 'Fortune Road Holdings Concept Sector' once again exceeded the 5% increase mark, continuing to lead the growth lists of concept sectors and industry sectors in the two cities.

At 9:40, after the first wave of rapid follow-up orders in the market was consumed, the market's volume began to decline slightly. The rise of the index and the rise of individual stocks also began to slow down. Among them, the Shanghai Index was blocked at 2270 points. The time-sharing line shows signs of turning downward again.

"The Shanghai Stock Index has been so tenacious under the continuous outbreak of the core theme of 'big infrastructure'. Even when it opened low, it actually completed the red plate and the reversal of the hype so quickly." Ten minutes after the official opening, Yu Hang, inside the Anzhao Fund Company, in the 'Selected Mixed No. 1' product trading room, Zhou Hui, who had been staring at the changes in the market, was in a good mood and said with a smile, "Looking at the market acceptance and the effect of emotional following, the index trend should be bad today. It’s not going anywhere, especially the ‘military industry’ line…it’s really come out as you predicted before, Mr. Qin!”

()