Rebirth of the Investment Era.

After that, the next half a month.

The Shanghai Stock Exchange Index is trapped in the range of 2700 points to 2900 points. At the same time, the two main industries of "infrastructure" and "military industry" that support the Shanghai Index, as well as many industries surrounding the "Asia-Europe Economic Belt", "New Era Road, and the Maritime Silk Road" , "Reform and reorganization of central enterprises and state-owned enterprises" and other conceptual sectors that are subject to shocks, have also fallen into the trend of heavy volume stagflation and range adjustment, and have been unable to break through upwards.

Of course, when the core hot lines of these markets continue to fluctuate in large quantities.

The low-level main lines, such as the main lines of "Technology Growth", "Big Consumption", and "Big Finance", also showed a trend of range shocks.

It can neither form a sustained profit-making effect, nor can it condense the unanimous synergy of funds.

And just as the entire market fell into a situation of heavy volume and sideways stagflation.

When the time turned to October, when the market still maintained a capacity of about 10 billion, a stock named 'Blue Stone Heavy Equipment' was listed.

Before the check was listed, due to its three consecutive years of decline in performance, it was extremely unfavorable by market investment institutions.

Coupled with the ultra-low price distribution.

As a result, the investors who applied for the subscription thought that this was just a time to pick a "toothick meat".

After the launch of 'Bluestone Heavy Equipment', it was hyped up by the hot money groups who are active in the market because of the two core concepts of 'nuclear power' and 'military industry'.

First, he went out of 15 consecutive infinite word boards that exceeded expectations.

Before the listing, institutions that were generally not optimistic, as well as investor groups on and off the market were surprised.

Later, after the opening of the straight board, it continued to close the daily limit, directly becoming the stock with the highest increase and the largest number of boards among the newly listed stocks this year.

"My God, have you gone crazy, the check for 'Blue Stone Reload' is already the 18th board today."

October 10, Wednesday, at 22:9 in the morning, inside Yuhang, Yuhang Investment Company, in the trading room of the main fund, Wang Can, the trading team leader of the main fund 35 of 'Yuhang No. 1' stared at 'Blue Stone Heavy Equipment' This is already the most popular stock in the two cities. Seeing that within a few minutes of the opening of the market, the check was once again under the joint efforts of many funds and continued to forcefully seal the daily limit. My eyes widened and I was surprised: " Could it be that the sky is the end of this stock? This money-making effect... is simply bursting!"

"The market has been holding back for more than a month. After finally waiting for a concept leader to come out, why not hype it to death?" Beside Wang Can, Zhao Lijun laughed and said, "But it is indeed obviously beyond expectations, 18 daily limit, the market How long have you not seen each other?"

"The last time I saw you was during the bull market in 07, right?" Zhu Tianyang also responded.

Liu Yuan stared at the daily limit of 'Blue Stone Heavy Equipment', pondered for a while, then looked at Su Yu who was concentrating on the big screen in the trading room, and asked, "Master, the 'Blue Stone Heavy Equipment' played With such an unexpected growth rate, it should also be able to drive the line of 'military industry' from the side, and suddenly jump up?"

Su Yu nodded slightly, and said: "This is for sure, and, more than that, the continuous higher-than-expected increase in the 'Blue Stone Reload' check will also greatly affect the emotions inside and outside the venue, causing more incremental funds to enter From the market, 18 daily limit, what a good advertising effect.

At this moment, many potential investor groups outside the market are already gearing up and preparing to rush in with funds.

Of course, the unexpected trend of this check is also quite obvious for the main line of 'military industry'.

It's just that 'military industry' and 'infrastructure' are hot topics in the market.

In the last month's continuous heavy volume and turbulent trend, the internal bargaining chip structure has been completely disintegrated.

At this time, under the stimulation of the high-intensity profit-making effect of the 'Blue Stone Reload' check, even though there is a high probability that it will go up for a while, it is not very sustainable.

For the popular main lines of the major markets of 'infrastructure' and 'military industry'.

At the current stage, it is an obvious selling point, not a buying point. "

"Well, I agree." Li Meng stood beside Su Yu and answered with a smile, "At this stage, many major capital groups should have already withdrawn from the core popular main line fields such as 'infrastructure' and 'military industry', and When the chips in these core mainline fields are all loose, especially when the index is rising and there is already great pressure on the market, it is basically impossible to make room for it in one go as before.

but……"

Li Meng paused, and then said: "In the current market, although the core main lines of the 'infrastructure' and 'military industry' markets have lost the consistency of a strong upward attack, other markets, such as 'technological growth', 'technical growth', In the main line fields of "big consumption" and "big finance", there is still no consistent expectation and funds to work together to make more power!

Especially in our current main line of 'big finance', which has already been heavily loaded.

Only after we have basically completed the position adjustment and increased the position weight of the main line of "big finance" to about 45% step by step, there has been no breakthrough in the macro news of the market!
I'm worried about...

With the further entry of off-market incremental funds into the market.

With the further increase in the volume of the two markets, if there is no major news about the direction of "big finance" on the macro news of the market, or the main funds of all parties in the market, in the direction of "big finance", If it is too late to form a consensus expectation.

I am afraid that the two major areas of "technological growth" and "big consumption" are relatively fully adjusted.

It will come out ahead of the main line of 'big finance'!
The funds on the spot were attracted by the two main lines of 'Technology Growth' and 'Big Consumption'.

If we want to leverage the main line of "big finance", the difficulty will obviously increase. At the same time, the main funds in the market will become more dispersed, which will make it unfavorable for the index to break through.

If the funds are on the main lines of 'technology growth', 'big consumption' and 'big finance'.

It has never been possible to form a consistent expected situation.

Then, if the index breaks through the 3000-point mark, it is still hopeless, and the index cannot break through the psychological barrier of 3000 points. Everyone still has huge doubts and concerns about the "bull market", and when the "bull market expectation" cannot go further , Then, the incremental funds entering the market may be limited to 4000 billion to 5000 billion at most, and there will be no big increase. "

Su Yu asked Li Meng with a smile: "So, how does Mr. Li plan to deal with the current market trend? Actively stimulate the line of 'big finance'?"

Li Meng had this kind of thought in his heart, and replied: "What does President Su think?"

Su Yu thought for a while, then continued with a smile: "It's not that you can't take the initiative to stimulate, but you have to wait for the check trend of 'Blue Stone Heavy Equipment' to end, and the investment sentiment of the entire 'Infrastructure' and 'Military Industry' main line will completely turn from prosperity The moment of decline is the best time to take the initiative to guide the direction of the market!

At present, many people still have great expectations and a fluke mentality for the popular main lines of "infrastructure" and "military industry" that have been slow to get started and continue to increase in volume and stagflation. They feel that these popular main lines can continue to get rid of The current shock box breaks through quickly.

Don't get rid of the expectations and fluke mentality in these people's hearts.

These group funds will not be quickly transferred to low-level mainline fields.

What's more, on the current market macro news, some of the news we expected are not yet clear.

Under such a situation, if we want to guide the market to change in the direction we expected and hoped for, we have to make full use of our capital trading seats and corresponding influence to induce the investment sentiment and hype sentiment of the market to our desired direction. The direction is concentrated.

Of course……

Again, all trading operations and guidance operations.

It is still necessary to follow the market's own emotional response and potential market trend changes. The so-called following the trend can get twice the result with half the effort.

Otherwise, going against the trend will only get twice the result with half the effort. At the same time, it may not be able to reverse the existing trends and trends of the market. "

"President Su, according to what you mean..." Zhang Guobing responded after being silent for a while, "The check for 'Blue Stone Reloading' can't continue to make room. When is it time to play the trump card of the trading seat and fully pull the main line of 'big finance'?"

Su Yu nodded with a smile, and said: "It's about this time, in short, we need to make our pulling actions resonate with the emotions and expectations of the market itself.

'Bluestone Reload' is the end of the check.

In fact, it also means that the core theme of "military industry" has come to an end.

In this way, we conduct guidance in the direction of other main lines, and it is easy to guide the sentiment of "military industry" and "infrastructure" from prosperity to decline, and it is also easy for us to gather several popular main lines in the current market Funds on the market, spontaneously switch between high and low. "

"Understood!" Zhang Guobing heard Su Yu's analysis, pondered for a while, and nodded.

"At present, we should not have much bargaining chips in the popular main lines of the market such as 'infrastructure' and 'military industry'?" Su Yu continued to ask.

Li Meng glanced at the background position data summarized by several major funds, and said: "The combined positions of several funds in the main line of 'infrastructure' and 'military industry' account for less than 10%. If we want to , with the relatively abundant liquidity in the current market, this part of the chips can be cleared in one day."

"Well, that's good!" Su Yu nodded slightly, "This part of the chips, wait for the 'Blue Stone Heavy Equipment' to open and fall, and the whole 'Military Industry' mainline emotion has been deduced to the extreme, and then concentrate when there are signs of reversal Sell ​​it."

After finishing speaking, Su Yu turned his gaze back to the quotations of the two markets displayed on the big screen.

I saw that the newly-listed big demon stock 'Blue Stone Heavy Equipment' continued to close its board and stop rising. Special Steel, China Airlines Heavy Machinery, China Airlines Hi-Tech, Aerospace Development, Hongdu Aviation...' and many other old monster stocks in the field of "military industry" have exploded in volume, and the profit-making effect of the corresponding concept sector has once again rebounded rapidly.

At the same time, thanks to the riots in the entire 'military industry' sector.

The corresponding industry and concept sectors of the "infrastructure" sector, which has always been linked to the "military industry" sector, also moved synchronously.

A number of pre-popular concept stocks and core weight stocks in the main line of the "big infrastructure" have also rapidly exploded in volume.

And under the continuous promotion of main lines such as 'military industry' and 'infrastructure'.

The Shanghai stock index has once again launched a charge towards the 2900 point position, and at the same time, the volume of the two markets has also been further enlarged simultaneously.

"Today's market trend, I feel that the sun can be expected!"

At around 9:45, in the trading room of the main fund of Yinghui Fund Company and 'Yinghui No. 1' in Shanghai, the trading team leader Yu Lei stared at the main line of 'military industry' and 'infrastructure' with a smile on his face In the early stage of the charge, a group of core popular stocks and concept leading stocks said with emotion: "The check for 'Blue Stone Reload', today's daily limit, is really the soul board of the market, directly prying the overall sentiment of the market!"

Standing beside Yu Lei, Liu Guanhai was also staring at the quotations on the big screen in the trading room, and said, "Indeed, the 18th daily limit has been reached. Who would have thought that the check of 'Blue Stone Reload' could reach the current level?" Height? It can actually drive the mood of the entire market.

There is no doubt that this check has become the most core concept leader in the two cities up to now.

As long as the check doesn't die.

Then, the main line of "military industry" can be done.

Hey, the two major industry lines of 'Infrastructure' and 'Military Industry', as well as the conceptual sections that revolve around the conceptual themes of 'Asia-Europe Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises', After a month of continuous shock adjustments, it's hard to say, this wave...will use the extreme profit-making effect of the check of "Blue Stone Reloading" to break through the box of previous shocks and form the second main wave , Bring the stock index to 3000 points. "

"Well, I have the same feeling." Yu Lei nodded, and replied, "The trend of the 'Blue Stone Reload' check after its listing really exceeded the market's expectations, and everyone's jaws were shocked.

And the connecting board space created by this check, and the condensed money-making effect.

There are also valuation effects that come out.

They are all capable of promoting the main line of the entire 'military industry'.

With a high probability, the value of the entire "Military Industry" main line sector, a group of core stocks, and concept stocks similar to "Blue Stone Heavy Equipment" will be revalued, ushering in further opportunities for speculation.

At the same time, the two major industry lines of 'infrastructure' and 'military industry', as well as the congregation around the concepts and themes of 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Restructuring of State-owned Enterprises' The concept sector, after a month of continuous adjustments, has been fully adjusted, and it has the potential and motivation to break through again.

And there is...

The check of 'Blue Stone Reload' has such a strong money-making effect and a high degree of hype.

It will also directly stimulate the potential investor groups outside the market to enter the market in large quantities, thereby further bringing huge incremental funds to the market.

With the intervention of huge incremental funds.

In the low-level main lines such as "technological growth", "big consumption" and "big finance", it is still impossible to gather popularity and continue to make money, let alone open up space, and it is impossible to form a situation where the main funds of all parties agree to do more. Now, what choice do the huge capital groups on and off the court have?

Undoubtedly, we will continue to focus on the hot main lines of the major markets of 'infrastructure' and 'military industry'.

Further grabbing chips for related core stocks, and continuing to push up the valuations of these popular mainline core stocks under the continuous breakthrough and enhanced future expectations, and finally push the Shanghai Stock Exchange Index past the 3000-point mark, creating a real 'bull market effect' And 'big bull market expectations'! "