Rebirth of the Investment Era.

Chapter 619 It's time to adjust warehouse layout!
However, even if the data of the two cities' dragon and tiger rankings shows that there are already signs of large funds reducing positions and taking profits, and retreating from the core main lines of the market such as 'infrastructure' and 'military industry'.

However, in the discussion of the broad investor groups inside and outside the market.

Everyone is not aware of this short-term risk, but is still optimistic about it.

At the same time, due to the fact that after the market opened lower in the morning, it can finally turn red and rise, and the Shanghai index is completely out of the influence of the external market trend, etc., everyone does not think that today's market trend is a sign of weakness, but instead thinks it is a sign of weakness. A strong performance.

And in this emotional response.

In the evening, the strong rebound trend of the external market further intensified the market's long sentiment.

As a result, the entire market directly opened sharply higher on the second day, especially the two major industry sectors of 'infrastructure' and 'military industry' with the most serious concentration of capital groups and the highest market attention, as well as the 'Eurasian Economic Belt' and 'New Era' On the road, the Maritime Silk Road', the 'Reform and Restructuring of Central Enterprises and State-owned Enterprises', the concept and industry sectors that have been developed on the main lines of conceptual themes have opened significantly higher.

Among them, many popular core stocks, as well as concept leading stocks, have once again hit new rebound highs.

"Haha, what did I say? All pullbacks are absolute buying opportunities!"

After the call auction in the two cities ended, during the short suspension time from 9:25 to 9:30, among the large group of retail investors gathered in the discussion area of ​​the trading platform, some people laughed and felt quite excited and excited.

"The bargain hunters yesterday should have made a lot of money."

"I have to say that the two main lines of 'infrastructure' and 'military industry' are really strong."

"What is the core main line? This is called the core main line!"

"The stocks that can be reversed quickly to repair the trend are good stocks, and there is no doubt... In yesterday's trend, the stocks that can be reversed can be continued to hold positions."

"It's a new high again, what the hell... I didn't buy the bottom yesterday, I really regret it."

"Yeah, such a good buying opportunity, hey... just missed it."

"Fear of heights is a hard life. The investment sentiment and investment confidence of the entire market have reversed. At this time, the more afraid of heights, the more hesitant, the easier it is to miss."

"What the hell, it feels worse than losing money if you miss the market."

"It's just that, I would rather lose money with a full position than lose money with a short position. At this stage... the index is obviously still in the process of continuous breakthrough, and there should be a market no matter what."

"I didn't buy it yesterday. It's really uncomfortable to face today's opening."

"Hey, I didn't expect that the U.S. stocks rebounded again last night, which directly led to the call auction opening so high this morning. I am... Chasing the high to buy, or wait a little longer?"

"Buy directly, don't be afraid at all, after the market opens, the position will definitely get higher and higher."

"Looking at the situation, it is obvious that the market is bound to rise sharply today."

"I also feel that the market can rise sharply today. After all, the external market trend has improved, and there are also many positive news. It makes no sense not to go up!"

"There is no doubt that we will directly pursue the holding concept stocks of the 'Yuhang series'."

"Yes, directly follow the concept stocks of the 'Yuhang series', especially those that can superimpose the main lines of 'infrastructure' and 'military industry', and even the 'Asia-Europe Economic Belt', 'New Era Road, Maritime Silk Road', 'state-owned enterprises and state-owned enterprises' "Reform and reorganize" stocks with several core concepts and themes, this type of stock is definitely the core leading stock for market funds to concentrate on speculation and market making."

"Agreed, haha...I already hold 5 core stocks of the 'Yuhang series' holding concept concept."

"The strong are always strong. I feel that in the next market performance, the two main lines of 'infrastructure' and 'military industry', as well as the 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform of Central Enterprises and State-owned Enterprises' "Reorganization" is the core of the concept theme sector, and it will still be the direction for funds to concentrate on speculation and market making."

"In a word, in any case, it is enough to firmly hold stocks among these popular main lines, which can be superimposed with the concept stocks of the 'Yuhang series'."

"The Shanghai stock index must touch at least 3000 points before taking a break, right?"

"According to the technical trend, the market mark of 3000 points has already formed a certain siphon effect on the index. No matter whether the index can break through this point mark in one go, at least a touch is possible. The current index is not far away from this threshold, and under such strong market expectations, the threshold of 3000 points, no matter what, must be touched.”

"Then get a position near 3000 points first, and then see if you can reduce your position."

"I have to get Mr. Su's seat on 'Wealth Road' and reappear on the top selling seats of the two cities' dragon and tiger rankings. Only then will I lighten my position and finally make a lot of money. If I'm not greedy at this time, when will I be greedy?"

"Agreed, the main funds want to wash their chips at this time, it is impossible."

"Stay firm on stocks and not relax. This time is the time to strengthen your confidence."

"Looking at the market's main line of 'technological growth', the general valuation levels of many popular stocks, such as LeTV, Wangsu Technology, Dongfang Fortune, Huayi Brothers... etc., are basically estimated at more than 100 times PE. value, and even some are still 500 times, 1000 times the PE valuation level, and then look at the core stocks in the main line of "big infrastructure", generally to times the PE valuation, where is this? Even the normal valuation level It has not been repaired yet, and it will definitely rise.”

"It is not required that the core stocks in the main line of 'big infrastructure' have the same valuation level as the core stocks in the main line of 'technology growth'. After all, the two industries are different, but they should at least reach half of the core stocks in the main line of 'technology growth'. About valuation?"

"Undoubtedly, under the investment logic of several major macroeconomic strategic plans such as 'Asia-Europe Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Restructuring of Central Enterprises and State-owned Enterprises', the valuation of the entire 'big infrastructure' main line , as well as the value logic, must be revalued, and currently, these core stocks in the main line of "big infrastructure" are still the most undervalued main line stocks in the entire market."

"No, in terms of underestimation, 'Big Finance' is even better."

"But if the stock price wants to rise, it is not only the valuation, but also the expectations. What are the expectations of 'big infrastructure', and what are the expectations of 'big finance'?"

"Haha, it's just...the two are completely different in terms of future expectations and future imagination."

"On the whole, the valuation of the line of 'technological growth' is still the most expensive in the market, even much more expensive than the core stocks in the 'military industry' sector."

"So, there is no doubt that the two main lines of 'infrastructure' and 'military industry' will definitely continue to rise."

Among the extremely intense and exciting discussions among many retail investor groups...

The market trading time quickly passed 9:30, and the two cities entered the formal continuous auction trading stage.

I saw that during the short 5-minute suspension period, after further brewing of market investment sentiment, once the market opened, concept sectors and industry sectors dominated by 'infrastructure' and 'military industry', as well as 'Asia-Europe Economic Belt', ' The concept and industry sectors with the main themes of the New Era Road, the Maritime Silk Road, and the reform and reorganization of central enterprises and state-owned enterprises have all been intensively raised by fund groups inside and outside the venue. The corresponding concept sectors, industry sectors, and The corresponding core concept stocks have exploded in volume and continued to set new intraday highs.

And in the entire market, the weak main line investment sector.

Mainline investment sectors such as 'Big Consumption', 'Big Finance', 'Nonferrous Cycle', and 'Technology Growth' continue to be absorbed by popular mainline investment sectors such as 'Infrastructure' and 'Military Industry' at this moment. Obvious net outflow status.

When this market pattern and trend pattern are further deduced.

When popular mainline investment sectors such as 'infrastructure' and 'military industry', a large number of component core stocks further set new intraday highs, rebounded to new highs, and annual new highs, and further enhanced the profit-making effect of these popular mainline investment sectors. Expanded to an exaggerated point.

Investor groups in the entire market have further flocked to these core areas.

However, just as everyone was unanimously optimistic.

Moreover, the popular main lines of the market such as "infrastructure" and "military industry" have also exploded rapidly, further refreshing the high point of this round of rebound, leading the index to hit 2900 points.

Around 10 o'clock in the morning.

Similar to yesterday's early trading, the concentrated selling volume of the market once again emerged in the two main investment sectors of 'infrastructure' and 'military industry', as well as the 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', ' Conceptual themes such as the reform and reorganization of central enterprises and state-owned enterprises' are the core stocks of the concept sector and industry sector.

Such concentrated selling of funds has made the trading volume of these core mainline areas stable.

In an instant, zoom in further.

At the same time, popular leading stocks such as China Airlines Heavy Machinery, Hongdu Aviation, Beijiang Communication Construction, Shanghai Construction Engineering, Tianshan Cement, Fushun Special Steel, Huaxin Special Steel, etc., have concentrated selling funds on their disks. The volume energy is even greater, and once this selling power continues to emerge, it directly suppresses the buying orders undertaken, and the stock prices of the corresponding stocks are directly knocked down from the high point, causing these stocks to dive rapidly.

When the two cities hit a group of leading concept stocks with high hype and space.

All were hit by extremely heavy active selling, and there was a rapid diving trend.

In the entire market, other corresponding concept stocks, as well as main-line core stocks, were also quickly affected, and the selling force on the market also increased sharply, showing obvious stagflation in large volumes, or in other words, callbacks in large volumes fell and dived.

And when large and small stocks are squeezed out by selling forces.

The two major investment sectors of 'infrastructure' and 'military industry', as well as concept and industry sectors centered on the concept themes of 'Asia-Europe Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises', They were also forced to adjust down one after another.

At the same time, when the core main line has fallen and adjusted.

The Shanghai stock index was also forced to fall driven by these major core lines.

At around 10:30, in the entire market, the Shanghai Stock Exchange Index was already rising and falling, swallowing up all the gains made in the early trading, while the two major industry sectors such as 'infrastructure' and 'military industry', as well as the 'Asia-Europe Economic Belt' and 'new Times Road, the Maritime Silk Road, and the corresponding concept sectors with the core concepts of the reform and reorganization of central enterprises and state-owned enterprises swallowed up all the intraday gains in the huge shock of rising and falling.

Of course, in the rapid changes in the entire market-related indexes, concept sectors, industry sectors, and corresponding core stocks and concept leading stocks.

The corresponding main capital flow is also changing rapidly.

I saw that in the early trading stage, the popular main-line sectors such as 'infrastructure' and 'military industry', which were sought after by the entire market funds, and the corresponding popular stocks, after absorbing a large amount of active funds for a short period of time, their internal main capital flow began to appear. Outflow situation.

And correspond to these core mainline sectors and popular stocks.

Weak main-line sectors that once had a net outflow of funds in the early trading, such as 'big finance', 'big consumption', 'color cycle', 'technological growth' and other main-line sectors, after the capital outflow at the beginning of the session, the follow-up unexpectedly ushered in large stocks. With the attention of the main force of funds, there are signs of large net inflows of funds inside the plate and on the corresponding core stock market, and the buying power undertaken by the market has also increased significantly.

"Looking at the situation, the market is doing a 'high-low switch', right?"

Seeing the flow of main funds in the market, as well as the changes in the corresponding core main lines and core stocks, at this moment, inside the Shanghai Zexi Investment Company and the main fund trading room, Zhou Kan's eyes were burning like flames. After pondering for a moment, his eyes turned to Xu Xiang at the side said with a smile.

Xu Xiang also kept his eyes on the changes in the two markets, and when he heard Zhou Kan's voice, he nodded slightly and said, "It's almost switching."

"Hey... I really didn't expect it..." Zhou Kan smiled lightly and said, "The situation yesterday was bad. The market did not have an obvious switch trend, but today it did."

Xu Xiang responded: "This is also normal. After all, under the direct blow of bad news, funds will only be concentrated in the fields with the most liquidity and the highest profit-making effect in the market. The popular main line fell sharply in early trading, and it was not possible to almost completely recover the intraday decline, and the reason for the trend reversal.

However, it is undeniable that…

"Infrastructure" and "military industry" are popular main lines in the market. After a continuous quarterly rise, the accumulation of profit margins is indeed very serious.

At the current position, the profit-making funds locked up before are aware of the possible risks in the market.

They have already begun to reduce their positions, or clear their positions and take profits.

At the same time, due to several popular main lines, corresponding core component stocks, and concept leading stocks have been hyped to a certain high level, the amount of funds required to undertake is increasing. It is difficult to continue upward to open up new spaces.

In this way, under the profit-making order, the order is taken.

In the market, it is not difficult for smart funds to start looking for main-line sectors that can undertake the adjustments of popular main lines such as 'infrastructure' and 'military industry' at a low level, and to switch between high and low prices. "

"Well!" Zhou Kan nodded and said, "Boss... At this time, we are in the two main industries of 'infrastructure' and 'military industry', as well as the 'Asia-Europe Economic Belt', 'New Era Road, Maritime Silk Road' Can the holding chips in the corresponding conceptual sectors of "Road" and "Reform and Restructuring of Central Enterprises and State-owned Enterprises" also be able to take profits on a large scale? At the same time... our plan to build positions in the direction of "big finance" can also be implemented on a large scale. ?”

Now that the market has seen an obvious high-low switching trend and disk performance.

Zhou Kan felt that it was the best time to adjust the warehouse layout!

(End of this chapter)