Rebirth of the investment era

"Sure enough, the main capital flow on the market has returned to popular main lines such as 'infrastructure' and 'military industry.'"

Noticing the rapid changes in the market, as well as the fact that core component stocks and concept leading stocks in popular main line areas of the market such as 'infrastructure' and 'military industry' all rebounded rapidly from intraday lows, Liu Guanhai showed a slight smile on his face and said: " The main capital groups are on the low main line, and the differences are so big that consistent expectations cannot be formed. It seems that... the expected trend of "high-low switching" in market conditions will not be formed in a short period of time.

Haha, when the expected trend of 'high-low switching' cannot be formed.

The market will inevitably revolve around the two main industry lines of 'infrastructure' and 'military industry', as well as the main conceptual themes of 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central and State-owned Enterprises'. Make a plate of hype.

Fortunately, we held back in the early trading and did not rush to perform the "high-low switch" operation.

Otherwise, in this back-and-forth market trend, investment strategies and trading strategies may be completely chaotic.

Knew it! When there is no clear other main line in the market that is expected to compete for capital flows in the market, the concept of 'the strong will always be strong' is useful no matter what. "

While Liu Guanhai was sighing, Yu Lei, the trading team leader, smiled slightly and said: "Indeed, judging from the trend of the entire market, as long as these major market main lines at the low level can never form a consistency of funds and emotions, then It is impossible to complete the 'high-low switching' of the market as a whole.

In the absence of other core main lines, it can fully undertake the two major industry main lines of 'infrastructure' and 'military industry', as well as the 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central and State-owned Enterprises'. Under the circumstances of the money-making effect and consistent emotions condensed by the main line of conceptual themes.

Then, as long as the core market main lines of 'infrastructure' and 'military industry'.

It can also condense a sustained money-making effect and a strong fund-taking effect.

Then, the market trend of the popular main lines of the major markets such as 'infrastructure' and 'military industry' will not be interrupted. Even if there is a short-term adjustment, the lost ground can be quickly recovered.

At present, I don’t think we need to focus on the popular main lines of ‘infrastructure’ and ‘military industry’, as I am afraid that these popular main lines will be adjusted.

According to the market trend in the past few days.

We only need to keep an eye on the main lines of the market at the low level, such as 'technological growth', 'big consumption', and 'big finance', to see if we can form consistent expectations of funds and gather a more consistent following sentiment among retail investors. .

As long as the main line divergence remains at the low level of the market.

Then, we hold stocks in the two main industry lines of 'infrastructure' and 'military industry', as well as the main conceptual areas of 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central and State-owned Enterprises'. You can continue to hold it with peace of mind without fear of any shocks.

As long as funds are on the low main line, consistent expectations cannot be formed.

Then, these low main lines can only temporarily absorb the funds for a temporary "oversold rebound", and cannot condense a sustained money-making effect at all.

Without a sustained money-making effect, there will be no consistent follow-up of a large number of financial groups.

In this way, the main financial groups inside and outside the market will continue to focus on the two main industry lines of 'infrastructure' and 'military industry', as well as the 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Central-owned and state-owned enterprise reform' "Restructuring" and other major conceptual themes are being marketed and continued to be taken up in the main line areas, and continue to passively push up the core component stocks and corresponding concept leading stocks in these areas.

As for when...

Only then can the market form a substantial ‘high-low switching’ situation.

I guess we still have to wait for some major positive stimulus from the macro news to be possible.

Otherwise, waiting for the market to adjust itself, it will definitely be difficult to consolidate the main lines of the 'infrastructure' and 'military industry' industries in a short period of time, as well as around the 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', The main funds for the main line trading of several major conceptual themes such as the reform and reorganization of central and state-owned enterprises rushed to the low main line sector.

After all, seeking advantages and avoiding disadvantages is an unchangeable human nature.

Wherever it is easiest to make money and where it is easiest to condense market sentiment, funds will naturally go there.

What's more, the current main lines of 'infrastructure' and 'military industry' industries, as well as the corresponding investment logic based on the main lines of concepts surrounding the 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'reform and reorganization of central and state-owned enterprises' The overall valuation of the core component stocks is not high. As long as the main funds gather together, they can continue to open up new speculation space and new upward trends. "

"Haha..." After listening to Yu Lei's analysis, Liu Guanhai laughed loudly and said sincerely, "Faced with the increasingly large fluctuations in the market, holding shares at this time does not require a certain amount of determination and tenacity. , it is indeed very, very difficult. I don’t know how Mr. Su from the ‘Yu Hang Group’ has tens of billions of capital chips focused on the two major industry lines of ‘infrastructure’ and ‘military industry’ and has firmly held positions all the way to this point. Did you persevere?"

Yu Lei thought for a while and responded: "Maybe this is the reason why several main fund products of the 'Yuhang Series' have become legendary fund products in the industry and market!"

Whether as a competitor or as a friend.

President Su of the ‘Yuhang Department’ is an admirable person.

Regarding this point, Yu Lei deeply agrees, and at the same time, he completely believes that Mr. Su of the 'Yu Hang Department' could not reach this point by relying on luck.

Of course, he also knows...

According to the previous investment styles and trading styles of several main fund products of the ‘Yu Hang Series’.

The other party is not the kind of large-scale main institution in the industry that only knows how to stick to one main line, consume it to the end, and has no ability to choose the right time.

With the huge profits, the 'Yu Hang Group', the main source of funds, at a certain point in time, or when the two main lines of 'infrastructure' and 'military industry' have a market turning point, he firmly believes that the other party will definitely have it. As a result, the corresponding chips were reduced on a large scale to take profits.

Therefore, in addition to corresponding market trend observation.

He has also been paying close attention to the market dragon and tiger ranking data.

At the same time, in the two main fields of 'infrastructure' and 'military industry', especially the core component stocks with higher position weights of the 'Yu Hang Group', through the changes in chips on the market, we carefully observed the 'Yu Hang Group'. Changes in stock funds.

The other party holds tens of billions of chips on these two main lines.

Once a large-scale reduction of positions is taken and profits are taken, he does not believe that the other party can avoid the market traces, exit quietly, or complete the position adjustment.

As long as he discovers the movement of the main funds of the 'Yuhang Department'.

It was found that the other party showed signs of reducing its main stake in 'infrastructure' and 'military industry'.

Then, there is no doubt that he would suggest Liu Guanhai to carry out large-scale selling to stop profits as soon as possible and quickly adjust positions to the low main line area.

After all, the size of the main fund of the ‘Yuhang Department’ is too huge.

At the same time, the impact of this capital on the market, as well as on the vast number of retail investors and hot money investors both inside and outside the market, is far-reaching.

Once everyone discovers that the main funds of the "Yu Hang Group" reduce positions and take profits, "infrastructure" and "military industry" are the popular main lines in the market.

So, the next moment.

The huge follow-up selling and the slow acceptance of buying orders can bury the entire main line of market in an instant.

"Maybe!" Liu Guanhai responded.

Then, he turned his attention to the intense trading between the two cities.

I saw that the huge main capital flow in the market has turned back to the popular main lines of the market such as 'infrastructure' and 'military industry'. With the continuous rise and strength of core component stocks and concept stocks of popular main lines such as 'infrastructure' and 'military industry', the Shanghai Stock Exchange Index has also further strengthened. The price moved higher, gradually recovering from the intraday plunge, and continued to hit new intraday highs with heavy volume.

Finally, when the time reached 11:30 noon, the two cities closed at noon.

The Shanghai Composite Index rose by more than 5%, and once again formed a pattern in which the Shanghai Composite Index led the rise of the two major indexes, reappearing the pattern of "Shanghai is strong and Shenzhen is weak".

Faced with such a closing situation at noon.

During the lunch break, the vast number of investors inside and outside the market were in awe.

"Damn it, the market trend has returned to the two main industries of 'infrastructure' and 'military industry'. At midday closing, the military industry sector actually led the rise again. I have to say, the main force is really good at playing!"

"This market trend is really like the 'electric fan' market. It changes too fast."

"I've been slapped in the face back and forth. I just cut off China Airlines Heavy Machinery in the morning, and I'm chasing after LeTV. What the hell... Do I have to cut my flesh again tomorrow?"

"Damn, the market conditions change faster than reading a book. Just when everyone thought that today would be an 'oversold rebound' market trend and a day of low-priced stocks, the market prices suddenly turned to 'infrastructure', ' The main line of the military industry is on the line, hey... If I had known it, I might as well lie down and do nothing."

"I told you earlier, hold positions firmly and stay still, so you won't be harvested by the main force."

"This trend almost gave me a heart attack."

"As expected, let me tell you, there is no market for junk stocks like 'LeTV', haha... Those who chased the main line core stocks of 'Technology Growth' in early trading today should cry now, right?"

"No matter how the main force shakes the position, I will remain firm."

"I have to say that the leader is still strong. The check for aerospace development almost fell to the limit in the morning. At the close of the afternoon, it almost went into the red. Can you believe it?"

"The strong will always be strong, and the two main lines of 'infrastructure' and 'military industry' are still stable."

"Hey, I've said it before. After the main force sells off, it will definitely have to be bought back. Look, the main funds entering the fields of 'technological growth', 'big consumption' and 'big finance' today will still be available tomorrow morning. We must continue to cut losses and chase core stocks in the fields of 'infrastructure' and 'military industry' at high levels."

"Hey, as expected, sticking to the core line is the right thing to do!"

"What the hell, these days of chasing the market really made me cry. I was strangled by the main force back and forth. In the end, the Shanghai Stock Index rose, but I lost nearly 15 points."

"Damn it, you bastard, how can you lose so much?"

"I've been killed so many times. No matter which side I pursue, I'm still losing money. It's just crazy."

"Hey, I won't chase you this time. I will lie down in the "Huaguo Building" and hold on with everyone. I don't believe it. The main force will kill me this time?"

"At this stage, no matter what you do, you will lose money."

"Speaking of which, the market trend is also crazy. You said that the major low-level main lines have no money-making effect and no one will follow them if they pull the market. Then don't pull the market. Let's work together to improve the 'infrastructure' and 'military industry'. Is it not good for the core main line of the big market to continue to rise? The main force is simply crazy."

"It would be better to sell all the funds that are not optimistic about the main line market of 'infrastructure' and 'military industry' at this time."

"Yes, only by thoroughly cleaning out the floating chips can the subsequent main lines of 'infrastructure' and 'military industry' grow more smoothly."

"The main force is slowly washing the market. I am not in a hurry. As long as Mr. Su's 'road to wealth' is not abandoned, then I will continue to hold on. No matter how the position is shaken, I will not get out."

"You have to wait until November to see the third quarter report."

"The country has issued so many favorable policies. The third quarter performance of the main lines of 'big infrastructure' and 'military industry' should generally not be bad, right?"

"Whether it is different or not, it cannot change the fundamental reversal of the main lines of these two industries."

"Yes, stock speculation is based on expectations. Since the fundamentals of the industry have reversed, short-term performance is actually not that important."

"As long as the basic, underlying investment logic and hype logic are still there, there will be no problem."

"Hold your shares with peace of mind, hold your shares with peace of mind!"

"Anyway, don't follow the main line sectors that have no money-making effect, especially the 'technological growth' line."

"Yes, as long as there are no funds to follow, the main line of low prices, or the funds for oversold rebound, cannot make the market move, and sooner or later it will return to the main lines of the two major industries of 'infrastructure' and 'military industry.'"

"Let's see, the market trend in the afternoon will definitely develop around the main lines of 'infrastructure' and 'military industry'."

With the heated discussions and the influence of market news, emotions continued to evolve.

The lunch break passed by in a flash.

Immediately afterwards, the market ushered in the afternoon trading session.

I saw that the time had just crossed 1 o'clock, and the mood was further brewing at noon.

Already near midday, the core component stocks and popular concept stocks in the main areas of 'infrastructure' and 'military industry' that had rebounded strongly received further huge buying orders within a quarter of an hour of opening in the afternoon, resulting in these stocks. The stock's share price climbed further as the trading hours progressed.

Around 1:20.

The entire "infrastructure" and "military industry" main line fields, all related core component stocks and popular concept stocks.

All stocks recovered from their early losses.

Among them, leading stocks with core concepts such as 'Aerospace Development' have rebounded from almost the limit in early trading, with a maximum increase of 33% in the session. It depends on the intensity of its fund acceptance and the market situation. The trend pattern shows signs of continuing to rise.

However, popular main lines such as ‘infrastructure’ and ‘military industry’ have rebounded across the board.

The industry sector and concept sector indexes in the main areas such as 'Technology Growth', 'Big Consumption', and 'Big Finance', which once led the market to rise in early trading, have fallen one after another, and their related core component stocks and popular concept stocks have also gone out. In addition, in the entire field, the main capital flow once again showed a net outflow trend during the day.

This shows that the popular main lines of the market such as "infrastructure" and "military industry" are rebounding in an all-round way.

The main capital groups in the market are further concentrating on these popular main line areas. At the same time, the low main line areas, without being able to form a synergy of funds and arouse the market's sentiment of following the trend, have also entered a trend in which the main capital flow is bleeding again.

Among them, among the core stocks on the low main line.

The check of 'LeTV.com', which once posted a maximum increase of 4% in early trading, now fluctuated step by step and fell into deep water, recording an intraday drop of 3%, and the intraday amplitude reached close to 8%. The magnitude made the investors of the stock with the highest price in the day curse in their hearts!