Rebirth of the investment era

Finally, when 11:30 arrives, the two cities usher in the midday closing time.

The Shanghai Stock Exchange Index closed at a gain of 35%, once again setting a new high for the year. At the same time, the Shenzhen Stock Exchange Index and the ChiNext Index also continued to fluctuate and rise, rising by more than 75%. As for the A50 Index, it rose by nearly 2 points. point, the strong short squeeze situation remains unabated.

In addition to the index, there are also a number of popular main line performances in the two cities.

The main line of 'big finance', including securities, insurance, banking, and Internet finance, and several major related weighted sector indexes, all closed higher than 5%. In particular, the securities sector and the Internet financial sector closed higher by more than 5%. It led the market and outperformed the two city indexes by a large margin.

The main line area of ​​‘technological growth’.

The ‘film and television media’ sector continued to fluctuate and changed hands, closing up 17%.

The core concept sectors of ‘Internet software’, ‘Internet applications’ and ‘smartphone industry chain’ followed the GEM Index and the Shenzhen Stock Exchange Index, and their closing gains were basically the same as the Shenzhen Stock Exchange Index and the GEM Index.

In the main areas of 'infrastructure' and 'military industry', as well as in the main areas of core concepts such as 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central and State-owned Enterprises', the trends have a clear differentiation effect.

The 'Military Industry' sector suffered a heavy setback, with the sector index closing down sharply by nearly 1 point. Among them, 'Blue Stone Heavy Equipment' maintained its limit-down trend, and core concept stocks such as Hongdu Aviation, Aviation Power, Aerospace Development, and China Airlines Heavy Machinery... It comprehensively underperformed the broader market index, either fluctuating at a flat position or declining slightly.

The three major industry sectors of "steel, cement, and real estate" in the "big infrastructure" field have also suffered heavy losses, and their trends are basically consistent with the "military industry" sector.

Among them, the check of 'Fushun Special Steel' fell by more than 5%, and 'Beijiang Communications Construction' fell by nearly 7%.

Other related sectors, although weaker than the performance of the two city indexes, still maintained a red closing status at this time of midday closing.

‘Big consumption’, ‘non-ferrous cycle’, ‘petrochemical industry’, ‘pharmaceutical business’, ‘power equipment’… and other non-core main areas.

Its trend is basically similar to that of the broader market, with no obvious changes.

Of course, in addition to these main areas, there are also hot concepts that have appeared in the early stage...such as the 'sub-new stocks' sector and the 'sports industry development' sector.

Affected by the limit drop of 'Blue Stone Heavy Equipment' and the sharp drop of the check of 'Leiman Optoelectronics'.

The trend is also very bad.

The ‘Sub-IPO’ sector index fell by 63% in half a day, and the ‘Sports Industry Development’ sector index fell by nearly 1%. Both are among the popular concept sectors leading the decline in both cities.

However, although the index performance of the ‘sub-new stocks’ sector was not very good.

However, the recent listing of new stocks and their performance have clearly exceeded expectations.

In particular, the newly listed stock "Huake Shuguang" has now exceeded its 10th daily limit, and there is no sign of a large-scale opening.

In addition to these main areas and conceptual hotspots that have attracted high market attention.

Even fringe hot spots that have received very little attention, such as the ST sector and the restructuring and backdoor sector, seem to have a tendency to rebound from the bottom.

In short, although the market patterns of the two cities are still divergent, the consistency of the bulls is not very strong.

However, the overall money-making effect of the market, the overall bullish sentiment, and the investment risk preference of the majority of investor groups... still remain in a relatively positive situation.

And facing this midday closing trend...

The vast investor group inside and outside the market still has a very radical view of the market.

"Sure enough, we still can't just look at the opening performance. Unconsciously... the Shanghai Stock Exchange Index actually reached a new high."

There are people who are constantly lamenting in the discussion area of ​​the trading platform, as well as the vast group of retail investors gathered on major stock discussion platforms.

"Any form of shock cannot stop the bulls."

"Looking at the opening performance in the morning, I thought the market was definitely going to fall today. Unexpectedly... it was suddenly pulled up by the 'Big Finance' line."

"I have to say that the line of 'big finance' is simply divine."

"The main line of 'big finance', especially the securities sector and the Internet financial sector index, has been successful for nine consecutive years, right? It's really awesome!"

"This short squeeze situation is really awesome."

"It feels like all the main funds and active funds in the market are surging in the direction of 'big finance'. Can the main line of 'big finance' not rise?"

"The key is that this trend pattern and the upward slope are too steep."

"Such a steep upward slope fully illustrates the crazy pursuit of the 'big finance' line by the major financial groups in the market!"

"It also shows that this is indeed a bull market!"

"No one doubts that this is not a bull market, but the core line of 'big finance', oh grandmaster, can the upward slope be so steep, can it last long?"

"Whether it can last for a long time depends on the recognition of this main line by the financial groups in the market."

"Whether it lasts or not, the current main line of 'big finance' is definitely not over."

"It's over? How is it possible? The bull market has just begun!"

"However, the 'big finance' line has indeed absorbed too much money from the market. This morning, the total transaction volume of the two cities was around 368 billion, and the core main line of 'big finance' alone has a turnover of nearly 100 billion. Accounting for a quarter of the market turnover.”

"Especially in the securities sector, the half-day turnover reached about 40 billion, which is really scary."

"The market is already under great pressure in this range, so having volume should be a good thing, right?"

"The key is whether this volume can be expressed and can it be sustained? If it cannot be sustained, then when the volume is increased significantly, not only will it not be a buying point, but it will become a short-term selling point."

"Looking at the overall transaction volume of the two cities today, it is obvious that after the afternoon close, the overall market transaction volume will most likely reach a new high. I feel that since the overall transaction volume of the two cities has not yet reached its peak, then as the core main line of the market, the most The turnover of the core popular sectors and the securities sector has obviously not reached its peak, so we can still continue to buy.”

"I also think that the best way to invest in trading is to follow the trend. Since the upward trend of the securities sector is already so obvious, why not continue to follow it? Compared with following the trend, the so-called guessing the top and bottom , it seems that the transaction risk...is obviously greater, right?"

"That's right, 'the strong will always be strong' is talking about the trend in trading."

"I don't think it's necessary to analyze so much or be so complicated. Anyway, at the current stage, the core and main positions of Mr. Su's 'Yuhang Department' funds must have been transferred to the main line of 'big finance' on a large scale. Following Mr. Su will make a market order and buy the constituent stocks that Mr. Su obviously holds a position in. You can’t go wrong at all."

"Well, indeed, Mr. Su is still the only undefeated beacon in the market."

"Looking at the large-scale and high-level purchases of the 'Big Finance' main line stocks by institutions yesterday, we know that the 'Big Finance' line will obviously continue to rise. Moreover, institutions are not hot money. They generally operate in a relatively long time period. , I think that in the main line of 'big finance', especially the strongest securities and core stocks of the Internet finance sector, there is no big risk if we continue to win for one or two months."

"Based on the main lines of 'infrastructure' and 'military industry' in the early stage, we also know the market situation of the main line of 'big finance'. This is just the beginning, let alone the end. It is estimated that it is not even halfway up the mountain. At most, it is similar to the 'big infrastructure' 'The main line is the continuous short squeeze movement from early April to early May in the first half of the year."

"As long as the 'bull market' expectations are strong, the securities sector can at least double. Now...it is obvious that although it has risen a lot in the short term, in the long term, it is definitely still at the bottom."

"Yes, if the 'bull market' is a mountain, we may not even have reached the bottom of the mountain yet."

"At this time, whoever is willing to sell can sell. Anyway, I will not sell. Not only will I not sell, but when I raise the money, I will continue to buy."

"The trends of the index and the core main lines are still at new highs, and they are definitely not at the top."

"Actually, the position chasing operation at this stage is the safest."

"Although the funds chasing positions yesterday lost money in early trading, looking at the closing results at midday, aren't these funds... still making money?"

"A market that continues to rise cannot trap people at all."

"Yes, even apart from the main line of 'big finance', the money-making effect in other main areas is not bad."

"Well, as long as we temporarily avoid the two main lines of 'infrastructure' and 'military industry' that are undergoing adjustment, as well as the two hot concept themes of 'sub-new stocks' and 'sports industry development' that continue to be speculated in the past, buy other Stocks, no matter what the main line of business, can basically make money."

"Furthermore, I feel that if the trend of 'big finance' is exhausted, the funds coming out of the main line of 'big finance' will continue to pull up other main lines. Maybe the money-making effect of the market will not be reduced. On the contrary, there will be further enhancement.”

"In fact, no matter what main line the market takes as the core breakthrough direction, I don't think the problem is big."

"Yes, the main line market will always rotate."

"There is no need to adjust the main line of 'big finance'. Nowadays, the profit taking from the main line of 'big finance', or the overflow of active funds, are not core high-quality stocks that continue to be at ultra-low prices?"

"I think at this time, we don't need to focus too much on the index. Careful research and analysis of individual stocks to find high-quality stocks with excellent fundamentals and strong expectations is the right path. As long as the 'bull market' pattern continues, I think the market will High-quality stocks will always be subject to capital speculation."

"It's true that 'the strong will always be strong' is not limited to the main line sectors, and the same is true for individual stocks."

"Aren't stocks with excellent fundamentals and strong future expectations a group of core stocks in the main line of 'technology growth'? I think the stocks of the 'Apple concept' or the 'smartphone industry chain' have a lot to do with smartphones. Despite the prospect of a full-scale outbreak, the future is still promising.”

"The future prospects of these stocks are indeed very good, but if we want to be certain, we still have to keep up with the performance, right?"

"Well, indeed, the performance of stocks in the 'smartphone industry chain' in the first half of this year was generally poor, which led to the main market funds not having high expectations for the subsequent performance growth of this field. This is why funds have not been concentrated on stocks in this field. reasons, but I think this can all be changed.”

"Not only are there high-quality stocks in the main line of 'technology growth', but also in the 'big consumption' field, and in the 'ferrous cycle' field. There are also many high-quality stocks. For example, the dynamic PE of 'Qianzhou Moutai' has dropped to 10 times." The position is gone, there is huge potential, and there are also high-quality stocks such as Haier, Gree, and Midea in the white goods field..."

"With the high level of the check of 'Blue Stone Heavy Equipment', we can actually continue to look forward to the market situation of 'sub-new stocks'. I think the market's previous valuation system for new stocks needs to be improved."

"The future expectations for the 'petrochemical' and 'electricity' fields are also very good. When the economy recovers, aren't electric power and oil the first to start?"

"In fact, as long as the foundation and expectations of the 'bull market' are there, the entire market will be an opportunity."

"Hey, to be precise, as long as the market volume is still rising and a large number of incremental capital groups continue to enter the market, the high-quality stocks in the entire market will rise sooner or later. The entire 'bull market' can bring about It’s not about one or two stocks, it’s about the entire market improving stock valuations.”

"Yes, yes, this is called the big picture..."

In the fierce and continuous exchanges among many retail investor groups.

The market trading time has passed by unknowingly for an hour and a half during the lunch break.

Under the attention of everyone and the eager attention of countless investors, at 1 o'clock in the afternoon, after a short break, the two cities ushered in a continuous continuous bidding trading session.

As time goes by, the market prices of the two markets have just begun to jump.

The bullish power, which had been brewing throughout the entire afternoon, was once again strengthened. Countless active buying funds rushed in to raise funds, including major indexes, core main industry sectors, concept sectors, and a number of popular stocks. , punched upward one after another.

Moreover, the main line of "Big Finance" continues to be aggressively short squeezed and surged.

Many active capital groups on the market who are afraid of heights and risks, as well as short-term profit-making funds flowing out from the main line of 'big finance', have begun to flow to low-priced high-quality core stocks in other main lines, such as 'Haier Electrical Appliances, Gree Electric Appliances, Midea Electric, Qianzhou Moutai, Wuliangye, Luzhou Laojiao, Yangtze Electric Power...' and other well-established high-quality stocks with market weight, as well as emerging industries such as 'LeTV, Netspeed Technology, Inspur Information, Guangguang Media, and Lixun Precision, Goertek Acoustics, OFILM Technology...' and other high-quality growth stocks.

As these high-quality heavyweight stocks and growth stocks receive concentrated buying capital attention.

The overall market trend has become more and more exciting.

At 1:30, the Shanghai Stock Index rose during the day, touching 77%, continuing to set new intraday highs and new yearly highs.

At 2:02, the core indexes of the two cities, the Shanghai Composite Index, the Shenzhen Composite Index, and the ChiNext Index, all increased by more than 2%. They completely wiped out the shadow of the adjustment trend caused by the market's rise and fall yesterday, and continued to generate market investment sentiment and investment confidence. Impact into extremely high-pitched areas.

At 2:30, about 2,000 stocks participating in transactions in the two cities once again reached a red market situation of 85%.

At 2:40, the transaction volume of the two cities has hit the 600 billion mark.

At 2:50, in the main line of 'Big Finance', the two core sector indexes of the securities sector and the Internet finance sector once again exceeded the 4% mark, and in the two major sectors, the corresponding core popular concept stocks and leading stocks , have once again set off a tyrannical trend pattern that exceeds the daily limit, which has attracted the attention of investors in the entire market and many major financial institutions.

Finally, when 3 o'clock in the afternoon comes, the market closes.

The Shanghai Stock Exchange was set at an increase of 89%, and the A50 index once again rose by more than 5%.

And besides the index…

What caught everyone’s attention the most was that the check from ‘Huaxin Securities’ once again exceeded the daily trading volume of 10 billion, reaching a trading volume of 3.9 billion.

Of course, the overall transaction volume of the two cities also shocked the majority of investors in the market.

As the index once again set a new annual high, the market's turnover also set a new high this year, continuing to soar to 9.8 billion and beginning to make great strides towards the 700 billion mark.