Rebirth of the Investment Era.

After that, when 3 o'clock in the afternoon came, the two cities ushered in the closing time.

I saw that the Shanghai Stock Exchange Index rose within the day and continued to close up to 0.79%, while the two main industries of 'infrastructure' and 'military industry' related sectors, as well as the 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', 'State-owned enterprises and state-owned enterprises The sectors related to the main line of concept themes such as "reform and reorganization" and their corresponding core concept stocks have all recovered their intraday losses, and they have maintained the situation of closing in the red market.

As for the main lines of "technological growth", "big consumption" and "big finance" that once surged strongly in the intraday and came out of a wave of Lingli rebound.

At the moment of closing.

They swallowed all the gains in the day one after another, and returned to the weak shock situation.

At the same time, when the market was violently turbulent, the turnover of the two cities remained above the level of 4000 billion, maintaining a relatively active market liquidity.

Faced with such a closing situation.

Investor groups in the two cities, both on and off the market, are all sighing.

At the same time, we firmly believe in the two major industry lines of 'infrastructure' and 'military industry', as well as the core constituent stocks in the main line areas of popular concept themes such as 'Asia-Europe Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises'. , will continue to set new highs, and there are more and more investor groups who firmly believe in the core main line of the market and can still "the strong will always be strong".

in a crowd of investors.

When the popular main lines of 'infrastructure' and 'military industry' are getting stronger and stronger in the volatile trend, any adjustment can be quickly repaired in the intraday.

With the selling of a lot of main funds and profit taking funds.

The investment sentiment and hype sentiment in these mainline areas not only did not decline, but continued to intensify.

"The market performance of the popular main lines of infrastructure and military industry is really tenacious. The market trends of these two main lines this year have obviously exceeded expectations."

In the main hot money group of Yuhang where Su Yue belongs, there are also hot money bigwigs who can't help but feel emotional.

"Indeed, it has exceeded expectations. It feels stronger than last year's "Internet Finance" and "Smartphone Industry Chain" and "Mobile Internet" concepts in the main line of "Technology Growth". There are countless stocks that have doubled in number of popular core stocks in the main line fields of military industry."

"Doubling is nothing, such as 'Chengfei Technology, China Airlines High-Tech, Aerospace Development...' These leading stocks involving the concepts of 'military industry asset restructuring' and 'military industry asset securitization', which one is not a four- or five-fold increase? "

"Hey, this is..."

"I feel that this year's market is much better than last year!"

"It's not difficult to make money as long as you focus on the main market lines of 'infrastructure' and 'military industry'."

"It's really not difficult, but the market in the first half of the year is still quite difficult."

"This year's market, I feel that it is completely driven by 'Boss Su'. The wave of market prices in April and May, as well as the market from the end of June to now, are basically driven by President Su, and they all revolve around 'Boss Su'. The two major industry lines of "infrastructure" and "military industry", as well as the main lines of concepts and themes of "Asia-Europe Economic Belt", "New Era Road, Maritime Silk Road" and "Reform and Reorganization of Central Enterprises and State-owned Enterprises" are developing."

"Hey, let me tell you...Boss Su probably didn't expect that the two major market trends he brought out, 'infrastructure' and 'military industry', would develop to what they are today, right?"

"That's true..."

"The two main lines of infrastructure and military industries will develop to the current market situation, mainly due to the "Asia-Europe Economic Belt", "New Era Road, Maritime Silk Road", and "Reform and Reorganization of Central Enterprises and State-owned Enterprises". Positive economic policies, right?"

"Without the positive impact of these major macroeconomic policies, these major core market trends should not have reached the current stage."

"That's hard to say. In fact, from a macro perspective, the fundamentals of the two major industries of 'infrastructure' and 'military industry' have also improved significantly."

"It has improved, but without the catalyst of favorable policies, I am afraid that it is still difficult for funds to form a consistent expectation in this direction. This can be seen in the main areas of 'technological growth', 'big consumption' and 'big finance' Well, when it comes to future expectations and changes in fundamentals, there should be certain expectations for these major areas, right? But various funding groups just can’t form a relatively consistent in these major areas expectations."

"The future expectation of the line of 'technological growth' is indeed relatively clear, that is, the adjustment of time and space. At present, there are still some deficiencies."

"As for the two lines of 'big consumption' and 'big finance'..."

"From the current point of view, I am afraid that it has not yet reached the time when the fundamentals reverse?"

"'Big consumption' is closely related to the recovery of the macro economy. In fact, under the basic logic of everyone's expectation of the recovery of the macro economy, the future expectations are not bad. As for the line of 'big finance', it has benefited from the market growth in the past six months. The trend performance, as well as the rising market trading volume and the balance of the two financings, actually have quite strong future expectations, but at the current stage, the funds do not agree."

"Funds on and off the market cannot form a joint force in these low-level main lines, and do not agree with the expected logic of these main lines. In the final analysis... I think there are still active capital flows on the market, and there are too many popular main lines such as 'infrastructure' and 'military industry'. As a result, although the turnover of the two cities has exploded to about 4000 billion, there is still a clear lack of funds in certain areas of the market, and without funds to pay attention, how can there be any market?"

"The most important thing is not because of the follow-up sentiment of the retail investors, isn't it like gathering in other places? In fact, it's not just the main lines of 'technological growth', 'big consumption' and 'big finance' that have certain expectations and cannot gather funds. Sexual expectations mean that other than 'infrastructure' and 'military industry', which are the most popular main lines of the market, any other market main line will not be able to gather funds to join forces at this time."

"Isn't the follow-up sentiment of retail investors following the continuous money-making effect?"

"In fact, in the past few days, the continuous violent fluctuations of the major market lines of 'infrastructure' and 'military industry' are the best time for the market to 'switch between high and low'. There is no other boss like Mr. Su who dares to take advantage of his strong capital volume to continue to make orders, pull corresponding core concept stocks, and create space in one go, further gathering market attention and sentiment."

"How can it be that easy? With so much divergence in the market, other major capital groups, as well as large powerful institutions, even with the huge amount of capital of President Su's 'Yuhang Department', would not dare to firmly do long on a large scale. A main line, frantically eating chips, and forcing upwards to make a deal!"

"Yes, under such an obvious big disagreement, if you forcefully pull the market, you will only die worse."

"Actually, in the final analysis, it is the lack of courage of other large major institutions. It doesn't matter whether they gather funds and focus on one direction to make a breakthrough."

"It's not that they lack courage, but that even if they go all out, it may not help if the big funds continue to invest."

"Yes, remember June? When there were also differences in the direction of market breakthroughs... At that time, in the choice of the main direction of the market, all parties' funds were concentrated on 'infrastructure', 'military industry' and other 'big infrastructure' There is also a huge difference between 'direction' and 'technological growth'.

"At that time, in the market, many major capital groups did not unite together, concentrated on the main line of 'technological growth', and continued to buy. Is it possible to follow the trend and create an upward breakthrough trend of the line of 'technological growth'? But the result...is it successful?"

"If you want me to say that the core market trend of the market must be caused by the joint efforts of various factors in the market, it will be possible to get out of the sustainable market. It is difficult, too difficult to rely on a single stock or the guidance of a small number of major capital groups. !"

"Indeed, the reason why Mr. Su was able to pool his financial advantages and develop the two core market trends of 'infrastructure' and 'military industry', so that these two main lines of market can continue to lead the index to break through and walk out of a magnificent main rising market, is fundamental. The reason, in addition to the impact of the "Yuhang Department" fund itself in charge of President Su on market sentiment and the broad investor base, is that the most important thing is that on the macro level, there are "Asia-Europe Economic Belt" and "New Era Road Funds". , The Maritime Silk Road, and the reform and reorganization of central enterprises and state-owned enterprises. Without the support of these major policies, I am afraid that President Su will not be able to move these core lines."

"Funds work together...the market is paying more and more attention to the synergy effect."

"This is inevitable. The Zhuanggu era, with the collapse of the 'Delong' department, has long passed."

"Now, what is important is the synergy of emotions and funds."

"At least for the time being, in the market, the main lines of the market that are most likely to form a synergy of emotions and funds are still the main lines of the two major industries of 'infrastructure' and 'military industry', as well as the main lines surrounding the 'Asia-Europe Economic Belt', 'New Era Road, There are a lot of conceptual sectors hyped up by the main themes of the Maritime Silk Road and the reform and reorganization of central enterprises and state-owned enterprises. As for other market main lines... the differences should not be resolved within a short period of time."

"And if the differences cannot be resolved, there will be no sustainable profit-making effects and market trends!"

"This also shows that in the next period of time, the overall market situation will definitely continue to revolve around the main lines of 'infrastructure' and 'military industry'."

"Meaning the market's 'high-low switch' shouldn't be happening right now?"

"It's not that it won't happen. The oversold rebound of low-level stocks should still be possible, but there will be problems with sustainability, and we have to lower our expectations for market making."

"Without continuity, why not focus on the main lines of 'infrastructure' and 'military industry'?"

"Agreed, at least in the case of 'infrastructure' and 'military industry', which are hot topics in the market, and can still condense emotions and follow suit, if you make a market around these areas, even if you can't make money, you should be able to retreat unscathed."

"However, it is also true that the popular main lines of the market such as 'infrastructure' and 'military industry' have experienced heavy volume and stagflation in recent days! It feels that many main funds are still clearly taking profits."

"Many votes have doubled. At this time, it is not surprising to take profits."

"As long as there are still relatively large differences in the direction of other main lines, then I think it is not a big problem to continue to focus on the main lines of 'infrastructure' and 'military industry'."

"There is no problem in continuing to hype around these main lines and make deals, but the key is to pay attention to the movements of President Su's 'Yuhang Department' funds."

"That's for sure. After all, President Su's 'Yuhang Department' funds have a huge impact on the market."

"If Mr. Su's 'Yuhang Department' also starts to reduce positions and take profits in the main lines of 'infrastructure' and 'military industry', I am afraid that the profit-making effect of these popular main lines will drop sharply?"

"If the 'Yuhang System' really takes profit and enters the market in an all-round way, the popular main lines of 'infrastructure' and 'military industry' may not only be as simple as a sharp decline in the profit-making effect, but there is a high probability that the main line of 'technological growth' will be repeated The market trend, right? Extreme adjustments are definitely inevitable.”

"However, it should be difficult to detect the movement of Mr. Su's 'Yuhang Department' now."

"Indeed, the main fund products of the 'Yuhang Series' have just announced the net worth and holdings data not long ago. I estimate that these data will not be released in the short term, and at the public level of the market, only in Longhu On the list, Mr. Su's seat on "Fortune Road" is now."

"Su Zongming knows that he has too much influence on the market, so he should deliberately avoid his seat on the 'Wealth Road' and appear on the dragon and tiger list, right?"

"It's also possible..."

"Hey, so...you can only rely on guesswork?"

"Almost I can only guess, but based on the weight of the core stocks held by the 'Yuhang Department' last time, it should be easy to guess, right? For example, the main fund products of the 'Yuhang Department' of Mr. China Metallurgical, China Airlines Optoelectronics, and China Airlines Shenfei' these tickets, the position weights are quite high, and the chips are very large."

"With such a huge amount of funds, if you want to take profit and exit the market, there shouldn't be any traces of these stocks on the market?"

"It makes sense, haha...then observe from these 'Yuhang series' stocks with heavy positions."

"As long as there are no obvious changes in the trend of these stocks that continue to explode and dive, then continue to stick to the concept leading stocks of 'infrastructure' and 'military industry', which are popular in the market. Gathering in these areas, the money-making effect has not been lost, then continue with the original rhythm."

With the rapid refresh of news in the group, and the analysis and discussion of market conditions by hot money...

Time quickly slipped to 5:30 pm.

The list of dragons and tigers in the two cities was announced.

I saw a total of 51 stocks from the two cities were on the list under today's violent market volatility.

And among the stocks on the list, except for some stocks that are good for resumption, as well as newly listed new stocks and sub-new stocks, the vast majority of the stocks on the list are still concentrated in the main lines of the 'infrastructure' and 'military industry' industries, as well as the 'Asian stocks'. European Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises' are among the main line areas of several related concepts and themes.

Of course, among the stocks on the list in the core main line of these markets.

According to the trading seats disclosed by it, it can be found that hot money undertaking is still active, and institutional trading is also very active.

In many popular stock trading positions, some institutions are selling and some are buying.

In short, at the current position, whether it is an index or a specific stock, the divergence between long and short funds in the market is quite huge.

And in this long-short divergence of main funds.

In the evening, the external market continued to rebound, and the overall trend showed a clear reversal trend.

The next day, under the guidance of external market expectations and sentiments...

Everyone thought that this time, the Shanghai Stock Exchange Index would be able to end its adjustment and continue to break through under the leadership of the popular main lines of the market such as 'infrastructure' and 'military industry'.

As a result, after a brief surge, the market once again increased in volume and stagnated, forming a trend of falling back and oscillating.

In the end, when the market closed at 3 o'clock in the afternoon, it even closed down by 0.11%, which disappointed investors who were full of expectations in the early trading!