Rebirth of the investment era

According to the disclosed dragon and tiger lists of the two cities.

It can be seen that the "Fortune Road" seats of the "Yuhang Group" and the seats of its related institutions appeared on the buying seats of the stock "China Railway", and the total net buying funds reached 3.5 billion. To everyone's surprise; the 'Chunhui Road' seat representing Zhang's leader appeared on today's core leading stock 'Western Securities', which sold 50 million and bought 100 million, for a total net purchase of 60 million.

As for the 'Liberation South Road' seat of the 'Zexi Group' funds, it appeared on the stock 'Oriental Fortune', and the net purchase amount also reached more than 100 million.

Except, of course, these three major investor groups focus on the top seats.

Other core hot money seats, as well as institutional seats that often appeared on the Dragon and Tiger list in the past, are also on the list, showing a net buying trend.

The 48 stocks listed on the two cities have overall disclosed trading seats.

The total net buying funds were 3.2 billion. As usual, it still showed a trend of substantial net buying.

This shows that the main capital group on the market is still showing a continuous increase in positions under the abundant market liquidity. It also shows that the main selling force in today's market is not the main capital group, but the retail investor group. The core selling pressure still comes from short-term profit taking and large-scale unwinding chips.

"Damn it, it's way beyond expectations, it's way beyond expectations!"

After seeing the overall dragon and tiger ranking data disclosed by the two cities, the vast number of retail investors gathered on the online stock discussion platform, financial media discussion community, stock trading platform discussion area, and major internal groups, all of a sudden Made a sound of exclamation.

After all, it is really rare to see the three top trading seats of 'Fortune Road', 'Chunhui Road' and 'Liberation South Road' appear on the Dragon and Tiger list at the same time, and show a net buying trend across the board.

What's more, many institutional seats are continuing to increase their positions and buy.

Such data from the Dragon and Tiger List can be said to have exceeded almost every investor's expectations before the list was released, and further strengthened their bullish sentiment and confidence in holding positions.

"Indeed, I really didn't expect that the main funds are still buying heavily."

“This shows that the market’s ‘bull market’ pattern has not changed at all.”

"It has not changed in the first place. With a market volume of more than 700 billion, how could it not be a bull market?"

"I didn't expect that today's 'Western Securities' would actually be the one pulled by Leader Zhang. This move was really courageous. The 'Western Securities' check is the soul of today's market, right?"

"That's for sure. The all-out riot in the market this afternoon started with the stock 'Western Securities'."

"Zhang Zhang pulls 'Western Securities' to stimulate market sentiment. This operational logic is understandable. It is also understandable that the chief rudder increased his position on a large scale and bought 'Oriental Fortune', but Mr. Su's 'Fortune Road' bought a large amount of 'Huaguo Railway Construction' 'What's the logic of this check? Are the funds of the 'Yu Hang Group' planning to transfer their main positions to the previous 'infrastructure' and 'military industry' fields?"

"Impossible, there is no sign of Mr. Su reducing his position in the direction of 'big finance'!"

"Given the size of the funds of the 'Yuhang Department' currently in charge of President Su, there should be no need to reduce the holdings in the direction of 'big finance', and it should be able to continue to increase positions in the direction of 'infrastructure' and 'military industry', right?"

"No matter what the logic is, today Mr. Su's 'Fortune Road' and its associated institutional seats have increased their positions in the 'China Railway' check, which has already shown that the two main lines of 'infrastructure' and 'military industry' are very likely to be prosperous. , it’s time for the adjustment to end.”

"Yes, I think so too."

"In fact, yesterday I felt that the sharp decline in the main lines of 'infrastructure' and 'military industry' was the last drop of these two main lines."

"Well, the 'military industry' line is indeed going very strong today."

"The check for 'China Airlines Heavy Machinery' is also the main hot money rush in the market's 'Hongqiao Road', 'Four Seasons Road', and 'Rongcheng North First Ring Road'. This... can be seen."

"There is also the check for 'Blue Stone Heavy Equipment', and the 'Rongcheng North First Ring Road' is back."

"It's a pity that the check for 'Chengfei Integration' is still at the limit today."

"The 'Chengfei Integration' check was over-hyped in the early stage, and too many positive expectations were overdrawn. Now the expectations have failed, and it is normal for it to fall to the limit. If you ask me... this check was speculated five or six times in the early stage, and now it's Five or six daily limit drops are normal."

"If there are really five or six lower limits, we must not continue to bring down the 'military industry' sector and the entire conceptual theme of 'reform and reorganization of state-owned enterprises and central enterprises'?"

"No, for stocks like this, the subsequent impact on the market will have significantly diminishing margins."

"The 'Chengfei Integration' check will have a greater impact on the market on the day of resumption of trading. Now... no matter how this check goes, it will not have much impact on the overall market trend."

"The 'military industry' line, after the resumption of trading in the 'Chengfei Integration' check, does feel like it has fallen a bit, but I think... to say that the safest market field at present is to follow the main line of 'big finance' It is safer, and the core main line of the market, as well as the area where the main funds are most active, has always been developed around the main line of 'big finance'."

"You can't talk about the entire main line of 'big finance', right?"

"Yes, the real core hot spots and core sectors are still the two major sectors of securities and Internet finance, as well as the banking and insurance sectors. I feel that the trend is still worse, and the trend is always grinding."

"Don't you look at the market capitalization weight of the sector? How can the banking sector continue to skyrocket like the securities sector?"

"If the banking sector really rises as high as the securities sector, will the Shanghai Stock Exchange Index go to heaven?"

“Although the banking and insurance sectors are always rising slowly, when the market pulls back, the trends of these two major weighted sectors are the most stable. Even with the sharp decline like yesterday, these two sectors did not have much impact. It has fallen. Judging from the overall growth rate of the market industry sectors in the past two weeks, the growth rate of the banking and insurance sectors is also not low. Moreover, these two sectors also hit a new rebound high this year and a recent new high today. They are fully counter-insurance. Yesterday's decline has been exceeded, so this really cannot be regarded as a weak trend, it can only be said that the elasticity is not high."

“If we want to talk about high flexibility and sufficient expectations, the ‘Internet Finance’ sector is suitable.”

"Not to mention, I feel that the 'Internet Finance' sector has been pushed to the forefront again after a brutal adjustment for more than half a year since the hype last year."

"'Financial technology' is superimposed on 'mobile Internet', and then 'bull market' is superimposed. Can the 'Internet finance' sector not be pushed to the forefront?"

"Indeed, the branch line of 'Internet finance' is indeed good in all aspects."

"It's just that the valuation is too expensive, and in the past two weeks, the growth rate has been the highest in the market. Now...it's a bit difficult to start!"

"Well, in the 'Internet Finance' sector, after taking a quick look, I really can't find a stock with a dynamic PE valuation of less than 100 times, especially stocks like 'Shanghai Steel United, Yinjie Technology, Jinzheng Shares, and Changliang Technology. ...'The dynamic PE valuations of these tickets are all over 200 times, and I feel like I can't buy them at all, but what the heck...the more I can't buy them, the more these tickets will rise."

"In our Big A stock market, we really can't look at valuations."

"Yes, if you really look at the valuations, there are a lot of single-digit PE companies, especially coal, steel, real estate, petrochemicals, liquor, white goods, electricity... these traditional fields, but these traditional fields, except for the previous The real estate and steel sectors have followed the "big infrastructure" strategy, followed the "Eurasian Economic Belt", "reform and reorganization of central and state-owned enterprises", "new era road, maritime Silk Road" and several major conceptual themes. Has the valuation of stocks increased? It simply continues to significantly underperform the index and the broader market. It depends on the valuation of stocks. It is really a loss for grandma’s family.”

"We can't say we don't look at valuations, but... we have to look at them dynamically."

"What does dynamic treatment mean?"

"That is whether the fundamentals of the main stock companies are improving, whether profitability is improving, and whether the industry fundamentals are developing in a good direction... As long as these factors continue to improve, then the temporary Regardless of whether the valuation is high or low, it doesn't matter, and it can't stop its stock price from rising. After all... don't forget that the essence of stock trading is speculation, not the reflection of valuation and profitability. Only expectations are the most important. of."

"I agree with this. For example, for example, the leading stocks that are currently the most popular and the most discussed in the market, such as 'Western Securities', 'Flush', 'Oriental Fortune', and 'Hengsheng Electronics', in fact, their stock prices The continuous skyrocketing and the large-scale continued aggressive commitment of main funds have nothing to do with their current valuation. The main thing is that the fundamental situation has changed, and their future profit expectations have significantly improved."

"What about some pure concept stocks that are rising rapidly?"

“Isn’t the premise of speculation in the concept also the expectation of speculation?”

"But there are so many... expectations that are obviously impossible to fulfill. It feels like the main funds are just speculating."

"As long as there are expectations, it doesn't matter whether they can be realized or not. After all, the real driving force for the stock price to rise is not the real realization of profits. Regardless of the fact that many stocks in the market have historically reached the historical peak of profits, when the historical peak of profits actually arrives, the stock price has already Has it fallen from the peak to the bottom? So...stock trading must follow expectations, not performance."

"This is the same as when all the bad news is good, and when all good news is bad, it is bad, right?"

"It should be about the same. Anyway, if there are expectations, there will be market trends. Just like now, everyone's expectations for the market's 'bull market' are getting stronger and stronger, and their recognition of the market's 'bull market' is getting stronger and stronger, so the overall market stocks The valuation will naturally continue to rise."

“The most core thing, the most important driving force supporting the rise of stock prices, is capital, right?”

"As long as there are major funds to pull and control the market, no matter how rubbish the stock is, it can continue to skyrocket."

"That's not necessarily the case. Main funds don't dare to pull stocks without expectations of fundamental changes. After all, if main funds want to harvest, someone has to take over. And why everyone is willing to take over, it must be that they agree with the corresponding logic. OK, pure speculation is impossible to sustain."

"Hey, there are so many analyzes... In fact, it is still useless in essence. If you ask me, the easiest thing is to follow the big guys to make orders. Follow Mr. Su, Mr. Zhang, and the chief rudder to focus on taking over the leading stocks. At present, Under this market environment, you can never go wrong.”

"Just talking to Mr. Su is enough."

"Indeed, I have made a lot of money following Mr. Su's operations this year."

"In our A-share market, the 'Yu Hang Group' is truly a god."

"Actually, as long as the market is sure to be a 'bull market', you can just buy whatever you want now. It's just the difference between making less money and making more money. Anyway, I think as long as you can hold on to the chips firmly, you won't lose anything, even if you catch up temporarily. , after a few days of arbitrage, you should eventually be able to unwind and make a profit.”

"Yes, the key is to hold on to the chips."

"Recently, market volatility has increased significantly, and it is really not easy to hold on to the bargaining chip."

"That's not true, mother. I cut my position and stopped my losses at the end of yesterday. This afternoon I chased the high point again. It's true... the index didn't fall much this time. What the hell, I actually retraced my position in two days. Close to 15 points.”

"It is said that holding stocks is like being a widow. It is definitely not easy to hold on to the chips firmly, but in fact it is not difficult as long as you are sure about something. For example, I made sure that as long as a certain market trend is in progress, the dragon and tiger will be on the list. , there are no signs of net selling from Mr. Su's "Fortune Road", then I will hold the position firmly. In this way, although I may not be able to sell to the highest point of the market, I will not miss the market. At the bottom and middle, I will be caught. Severe market shocks wiped out the market."

"I acted blindly and kept doing T. As a result, the old T went flying and I lost my chips."

"Doing T is actually a waste of effort, and it makes the securities companies cheaper in vain."

"Yes, we retail investors have limited knowledge of the market, and the winning rate is not high. The more we do, the more mistakes we make. It is better to see the opportunity, buy and don't make any moves."

"It makes sense. I have been beaten to death by the main force in the past two days. I will definitely not make any moves in the future."

"I hope the Shanghai Stock Index can completely regain its lost ground tomorrow!"

"Don't worry, as long as there are no bad news in the evening, there is a high probability that the Shanghai Stock Exchange Index will be able to fully recover from yesterday's plunge tomorrow and continue to charge towards 3,300 points."

In the midst of extremely heated market discussions...

Various extremely popular stock investment topics are being refreshed.

As time goes by, all the major financial media on the Internet, relevant institutional analysts, investment consultants, as well as a number of 'private stock gods', well-known stock commentators, and financial influencers on the Internet have also expressed their opinions on the market after the market closes. Do in-depth analysis, and continue to be strongly bullish on the market outlook, shouting the bullish slogan "Within three days, the Shanghai Stock Exchange Index will return to 3,300 points."

At the same time, as the evening time comes.

Regulators also continue to release various positive information to the market.

Also, as the main culprit of yesterday's market crash, the main company of 'Chengfei Integration', whether to alleviate the investor group's panic selling of their company's stocks or to stabilize the stock price, also made a voice to the market again at this time. , indicating that the failure of the reorganization was indeed caused by objective reasons. It also means that the company's operations are normal and the profit situation is continuing to change. It also expresses the possibility of mergers and reorganizations in other directions in the future, which directly enhances The market investor group defines the future expectations of this check.

And then there’s 7:30 p.m.

During the time of the news broadcast, the high-level economic meeting once again reiterated the macroeconomic strategy of the "New Era Road and Maritime Silk Road", as well as the related issues of increasing and accelerating the "reform of state-owned enterprises and central enterprises" and "revitalizing the capital market". The topic directly confirmed the future expectations of these major themes that were sold off on a large scale and doubted by market investors yesterday, and directly released new hype directions and benefits to the market in disguise.

And besides these...

Late at night, after the U.S. stock market opened, it continued to open higher and move higher, as if it had begun to further extend the "bull market" pattern.

At the same time, other external markets also followed the sharp rise in U.S. stocks.

It seems that the shadow of the global economic recession is receding, and the era of global economic recovery and a complete escape from the impact of the 2008 financial crisis is approaching.

In the entire global financial market, investor confidence and expectations are also rising due to market conditions.

Full recovery and recovery.

With the recovery and enhancement of investment confidence and future expectations, more and more major financial groups, OTC hot money, private capital and other funds have begun to focus more and more on stocks that are still significantly underestimated. At the same time, the market is flowing. The A-share market has become more and more abundant.