Rebirth of the investment era

After all, after yesterday's low opening and shock adjustment, and last night's external trend was very unsatisfactory, in the pre-market emotional performance, everyone has already expected the market to open low, so when the market really opens low, , but there was not much emotional reaction of disappointment in everyone’s heart.

"Except for the A50 index, the other major core indexes all opened lower within 5%. Fortunately... they didn't open too low. It should be in line with pre-market expectations, right?"

When the market time enters the short suspension period from 9:25 to 9:30.

A group of retail investors gathered in the stock discussion area of ​​the trading platform expressed their opinions and thoughts on this opening situation.

"The A50 index is completely dragged down by the two main lines of 'big finance' and 'big infrastructure'."

"There is no way. Originally, among the constituent stocks of the A50 index, the leading weight stocks in the main line areas of 'big finance' and 'big infrastructure' accounted for the majority. When these two main lines were adjusted, the relevant leading weight stocks opened lower one after another. Naturally, The performance of the A50 index is not much better."

"The so-called 'Success is Xiao He, failure is Xiao He'!"

"The A50 index has continued to surge in the early stage, and now it should be normal to adjust."

"It is normal for the A50 index to adjust. What is strange is that...the lower opening range of the main contract of the A50 index futures actually has a premium effect on the actual trend of the index. This is outrageous."

"What does this mean?"

"It shows that the capital groups participating in stock index futures trading are still optimistic about the subsequent trend of the A50 index, so this premium exists."

"A premium of less than 3% should be normal, right?"

“As far as I know, from the day the A50 index futures were officially listed for trading, there has always been a premium between the trend of the main contract of this index futures and the trend of the index itself. It rises more than the index and falls slower than the index. , regardless of the current opening moment, the premium between stock index futures and stock index is only 3%, but counting from the listing of this main stock index futures contract, the overall premium between stock index futures and stock index has reached about 35% .”

"It's such an exaggeration. The premium is more than 2?"

"Isn't it? It's only been on the market for a few days."

"This shows that the A50 index will most likely continue to rise in the future, otherwise the long capital group on stock index futures will not be so aggressive."

"Overall, on the main A50 stock index futures contract, the number of long positions still exceeds the number of short positions."

"Especially when the premium is more than 2 points, the number of long orders still exceeds that of short orders."

"This shows that the main financial groups are still optimistic about the market expectations. I will say... the market will definitely not fall sharply. It will fluctuate within a narrow range for two days at most, and it will continue to rise after all."

"So, why are you pessimistic? The best way to continue buying is to have money."

"However, judging from the opening performance of various market indexes, the overall market style...compared to the previous situation where the main lines of 'big finance' and 'big infrastructure' were dominated, there has been a change."

"On the whole, this collective bidding trend is a complete continuation of yesterday's market style."

"Is the main line of 'big consumption' really going to rise? There are also two major conceptual themes of 'mobile Internet' and 'smartphone industry chain'. Is the market situation last year going to happen again?"

"'Big consumption' should make up for the increase. As for the two major conceptual themes of 'mobile Internet' and 'smartphone industry chain', the valuation should be fully digested by the continued growth of performance. The main financial groups in the market feel that this The two major conceptual themes are cost-effective, so we actively took on them, right?"

"In essence, the investment logic and future expectation logic of the two main conceptual themes of 'mobile Internet' and 'smartphone industry chain' are no worse than the investment logic of the main lines of 'big infrastructure' and 'big finance' that are hot this year, and The certainty is even higher.”

"There is no doubt that the 'mobile Internet' and 'smartphone' markets have fully exploded. The key is the overall valuation of a number of core weight stocks and popular leading stocks in these two core main areas. Compared with 'big finance', A number of heavyweight stocks and popular leading stocks in the main line of 'big infrastructure' are still a lot higher and do not show sufficient investment value for money."

“Actually, it’s hard to hit the bright cards. Everyone knows that the explosive wave of the ‘mobile Internet’ and ‘smartphone’ markets has arrived. Therefore, despite the adjustment of these two core main lines for more than half a year, the valuations have been at a high level. The stock prices of many stocks have not adjusted much from last year's highs. Therefore, the chip structure of these two main lines has not been able to be reorganized and cleaned up. This has also led to the failure of these two main lines to have a smooth rise this year. potential."

"However, it should be different now, right? After all, the liquidity of the market has increased, and with the continuous support of the huge incremental capital group, the two core main lines with such high certainty will definitely be enthusiastically sought after by the capital group. And those who continue to follow the trend and hype.”

“I’m still more optimistic about the ‘big consumption’ line. After all, isn’t the ultimate goal of economic recovery the recovery of consumption?”

"In accordance with the country's macroeconomic strategic layout on the 'New Era Road, Maritime Silk Road', as well as the policy guidelines of reopening real estate supervision and further accelerating urbanization and rural revitalization, the primary focus of economic recovery should be It is still the main line of "big infrastructure" led by government investment. Then when investment stimulates the economy and everyone's income level is improved to a certain extent, it will finally be reflected in consumption. In other words, the basic logic of consumption should lag behind It’s only right that the economy responds somewhat.”

"But the stock price is always ahead of expectations."

"Yes, isn't the market all about speculation in advance? They are all predictions of future expectations. Often the stock price will skyrocket before the results are released, and when the results actually come out, the stock price will have already peaked. Last year's 'Technology Growth' , 'Mobile Internet', 'Smartphone Industry Chain', 'Mobile Games', 'Mobile Payment...' and other theme hype are like this, and so is today's mainline hype of 'Big Infrastructure' and 'Big Finance', so I think ...There is absolutely nothing wrong with laying out the main line of 'big consumption' at this time."

"I don't think there's anything wrong with it. The main financial groups driving the 'big consumption' line must be following this logic."

"In the main line of 'big consumption', which branch is better?"

"If we want to talk about stability and the highest certainty, it should be home appliances, which are closely related to real estate, right?"

"The trend of white goods has been quite stable, but the valuation has not gone up."

"But yesterday, the 'big consumption' sector that led the gains was the automobile sector. If consumption upgrades in the future, will the automobile sector have a chance to explode again?"

"The opportunities in the automobile sector are also good, but I always feel that there is not as much certainty as white electricity."

"What about liquor? Do you think the liquor sector will recover strongly in the future?"

"Except for 'Qianzhou Moutai', there should be no hope for other liquors, right? The 'plasticizer' incident, I think, will be enough to hit the entire liquor industry hard."

“Isn’t the impact of ‘plasticizer’ on the liquor industry over?”

"How can it be so easy? To be honest now... there are not many people who drink liquor anymore. Anyway, I am not very optimistic about the liquor sector."

"The 'Internet e-commerce' line is actually good, but there is no particularly good target."

"It is true that this year, the scale of e-commerce has continued to explode, and it is foreseeable that in the future, riding on the east wind of the 'mobile Internet' and with the further explosion of the number of domestic Internet users, the industry scale effect of 'Internet e-commerce' will also There will be further outbreaks.”

“In the A-share market, there are indeed no powerful ‘Internet e-commerce’ companies, but the concept can still be speculated on.”

"Hey, actually I don't think you need to analyze so much, just buy whatever you want, whether it's the main lines of 'big consumption', 'mobile Internet', 'smartphone industry chain', or 'big finance', 'big infrastructure' , 'military industry', these major lines, as long as the bull market atmosphere remains, as long as the market turnover remains at the daily level of 800 billion, and the balance of financing and financing remains at the scale of trillions, the market liquidity is extremely high. , as long as you buy it and have chips in your hands, even if there is a temporary downturn, it will rise sooner or later."

"It will definitely rise, but which ones rise first and which ones rise later are very important."

"In fact, if you are radical, you can pursue the line of 'sub-new stocks'."

"The line of 'sub-new stocks' is really strong, what the heck... 'Huake Dawning' has already been on the board for 20 consecutive times."

"It's not just 20 consecutive boards. Looking at the trend of the collective bidding of 'Huake Dawn' today, there is a high probability that it will continue to set a record of 21 consecutive boards."

"The trend of the check of 'Huake Dawn' is really good, but it's a pity that I don't dare to take this position."

"Anyway, I don't dare to get involved, I can only watch the excitement."

"I have discovered a pattern. After a popular leading stock like this continues to rise, the more you dare not buy it, the more the stock price will soar."

"Yes, it was the same with the 'Blue Stone Reload' before. I just watched the 'Blue Stone Reload' check hit the daily limit 7 times in a row, and I never dared to go up."

“The risk of chasing ‘Huake Dawn’ at this time is not small, right?”

"It's hard to say. The market trend of the 'Huake Dawn' check has deviated from the normal logic. It may refresh the consecutive board record of 'Blue Stone Reload', and it may also refresh the consecutive board record to 25 consecutive boards. How it will go...no one can predict, and this check is completely divorced from fundamentals."

"In fact, there is another hidden line in the market, and that is the line where the 'old demon stocks' have collectively recovered to make up for their gains."

"How to grasp this line?"

"Just follow the previous 'Old Demon Stock' and just attack him directly!"

"'Shanghai Steel Union' is a good check. It not only has the concept of 'mobile Internet', but also has the concepts of 'Internet finance' and 'mobile payment'. Moreover, this 'old demon stock' last year is also recognizable enough, right? Continuing The abnormal movement is enough to attract the attention and follow the trend of various funds in the market.”

"'Shanghai Steel Union' is good, but amid the adjustment of the 'Internet Finance' sector, is its sustainability questionable? With the adjustment of the entire sector, can this check continue to get out of the independent market?"

"Isn't anyone paying attention to the check for 'universal education'? I think this check also has the concept of becoming a monster!"

“I don’t understand the logic of this check!”

"The concept of 'Internet online education'... should be derived from the theme of 'mobile Internet', right?"

"It's a new concept that has never been speculated on before, and Mr. Ge bought a lot of chips yesterday."

"With the checks of 'Huake Shuguang', 'Shanghai Steel Union', 'Quantong Education', and 'Shanghai Sanmao', it all depends on who is the strongest today, and whoever is the first to seal the deal, I will buy."

"Then Huake Dawn must be the first to seal the deal!"

Accompanied by continued discussions and collisions of opinions among the retail investor community.

The brief five-minute suspension time was fleeting amid the rapidly refreshing retail investor topics. The time hand crossed 9:30, and the two cities ushered in a continuous continuous bidding trading period.

I saw that trading in the two cities had just begun to resume.

After a short period of emotional brewing, a huge amount of funds began to pour into the market rapidly.

With the fierce trading of buying and selling funds, the industry sectors and concept sectors related to the main line areas of 'big consumption', 'mobile Internet' and 'smartphone industry chain' have risen rapidly. At the same time, 'big infrastructure' and 'big finance' have surged. 'Related to the main line, the flash fell lower.

At 9:31, in just one minute, the Shanghai stock index's decline expanded to around 45%.

However, at the same moment.

However, the small and medium-sized index suddenly turned red and rose. At the same time, the decline of the ChiNext Index narrowed, the Shenzhen Index remained constant, and the A50 Index fell further along with the Shanghai Index.

Just as this index trend is rapidly diverging.

At 9:32, 'Huake Shuguang', with a turnover of 100 million, hit the daily limit directly. At the same time, 'Shanghai Steel Union', 'Shanghai Sanmao', 'Quantong Education', and 'Huasheng Education' A number of popular stocks such as Qingbao', 'Changqu Technology', 'LeTV', and 'Netspeed Technology' moved higher.

At 9:33, 'Huake Dawn' quickly sealed its daily limit, achieving its 21st consecutive daily limit since its listing. It is getting closer and closer to the 23-consecutive record set by 'Bluestone Heavy Equipment'. Compared with yesterday's trend, This check has further shrunk today, showing an obvious acceleration pattern.

At 9:34, the stock price of Shanghai Steel Union hit the 7% increase mark, also showing signs of hitting the daily limit.

At 9:35, the Shanghai Stock Index fell to 55%.

At 9:36, the securities sector index's decline expanded to 98%, approaching the 1% decline mark, and the day's decline of the core weighted stock, 'Huaxin Securities', has reached 1%. In 6 minutes, the transaction volume also reached 10 100 million, its trading volume can be described as extremely intense.

At 9:37, "Shanghai Steel Union" hit the daily limit and drove stocks such as "Tianyu Information, Huake Financial, and Changliang Technology" in the "Internet Finance" sector higher.

At 9:38, the "Shanghai Steel Union" sealed the daily limit and got out of the two-board situation, and the trend of demon stocks reappeared.

At 9:39, driven by the daily limit of 'Shanghai Steel Union', 'Tianyu Information, Huake Financial, Changliang Technology, Shanghai Sanmao, Quantong Education, LeTV, Wangsu Technology, Huaqingbao, Changqu Technology...' Waiting for a number of "old monster stocks" to continue to move higher, they have received a lot of attention and follow the trend from a number of major financial groups active in the market.

At 9:40, the two major industry sectors of Internet software and Internet applications ranked among the top three industry sector growth lists in the two cities.

At 9:41, the automobile and household appliances industry sectors in the main line of "big consumption" also rose rapidly, keeping pace with the two major industry sectors of Internet software and Internet applications.

At 9:42, the check of ‘Sanjiang Shopping’, which has both retail concept and Internet e-commerce concept, once again closed the daily limit in a straight line, and also achieved the daily limit trend of the second consecutive board.

At 9:43, ‘Blue Stone Heavy Equipment’ hit the daily limit, and the market trend of the ‘sub-new stocks’ sector became more and more divided and torn apart.

At 9:44, the day's decline in the 'National Defense and Military Industry' sector index expanded to 73%, further leading the decline in the industry sectors of the two cities, and its associated concept sectors, such as 'Military Industry', 'Military-Civil Integration', and 'Beidou Navigation' ', 'domestic aircraft carrier', 'nuclear power', 'domestic large aircraft' and other conceptual sectors have all shown a rapid decline trend. Among them, the index of the 'domestic large aircraft' concept sector has quickly fallen to 23% The decline position.