Rebirth of the Investment Era.

"Stimulus from the news?" Gao Xiang pondered, "According to the current positive attitude of the regulators towards the market, this is possible, but which direction will it be?"

At present, the main positions of their funds have been transferred to the low-level "technological growth" and "big consumption" fields.

But in the end, it will be able to undertake the main line market of "infrastructure" and "military industry", and realize the "high-low switching" of the market. Will the next core main line that can really come out be in the two main line fields of "technological growth" and "big consumption"? Neither he nor Chen Yihe had much certainty.

"Who knows?" Chen Yihe pondered for a while, and said, "The direction of the policy cannot be predicted, but according to the future economic recovery and industry development, the fundamentals of the 'technological growth' and 'big consumption' fields are certain. It will get better, and at the same time, there should be no less favorable policy stimulus.

As for other directions...

In the direction of "big finance", banks are in the overall stage of off-balance-sheet assets, and the insurance industry has not seen a reversal. As for the securities sector, thanks to the good performance of the market this year, there should be a certain degree of performance growth expected to appear, but In general, its future expectations are still not as good as compared with "technological growth" and "big consumption".

And although the Fed has slowed down the pace of raising interest rates a little bit.

But it is always on the path of raising interest rates, and the monetary easing policy has basically ceased to exist.

In this way, it may be difficult for the domestic monetary policy to change from monetary tightening to monetary easing, and the constraints on monetary policy have led to the line of "big finance". Even if there are certain expectations, it may be difficult Make a big space.

What's more, the current Shanghai index is restricted below 3000 points.

It is still hard to say whether it can break through, and whether the bull market expectations can be unified.

If the expectation of the bull market declines, and the market enters an adjustment channel, then the future expectation of "big finance" weakens, and there will be no market to speak of.

Furthermore, on the line of 'big finance', too many hold-ups have been deposited.

At the same time, there are too many large state-owned institutions lurking.

With such a heavy lock-up, when the expectations are not very strong, and the market volume is likely to decline, who will take the initiative to carry this extremely heavy sedan chair?
I think that the main institutional groups in the arena, no one should be willing, right?
Let’s talk about the main line of the “colored cycle”. Although there are signs of global economic recovery, there are still huge uncertainties about the strength of the recovery. Moreover, the problem of overcapacity in the “colored cycle” industry is quite serious. Seriously, according to the current analysis reports of various industries, the cycle has bottomed out, and it is far from that time. At least the problem of clearing excess production capacity has not been resolved yet.

In general, its investment logic has certain flaws.

This big main line, its future expectations and investment logic, is worse than that of 'big finance'.

Therefore, on the whole, in the entire market, only the two main lines of 'big consumption' and 'technological growth' have the ability to undertake the two main lines of 'infrastructure' and 'military industry'. The main lines of conceptual themes such as the European Economic Belt, the New Era Road, and the Maritime Silk Road, and the reform and reorganization of state-owned enterprises have the ability to siphon past capital groups.

Our layout...

Although it is earlier than the market, but from the current point of view, the overall strategy is not wrong. "

"Hmm!" Gao Xiang nodded, "I hope the macro policy news we're waiting for will come soon, otherwise the market will continue to fluctuate like this, and I'm afraid it will gradually exhaust the patience of the currently active and radical investor group. The so-called investment confidence in the market is very difficult to build, but it is very easy to destroy.”

In the current market, the prices of the core main lines of 'infrastructure' and 'military industry' have been soaring for a quarter in a row.

It was hard to build up the investment confidence of the two cities.

With great difficulty, the turnover of the two cities has been pulled from about 1500 billion to 2000 billion a few months ago to the current level of almost 5000 billion.

Finally, the sentiment of the market was completely activated.

If, the market continues to maintain a volatile pattern as it did in the previous month or so.

If, among the major institutional groups in the market, there are still large differences in the main line of investment, they cannot unanimously open up the market situation and form a new market continuous profit-making effect.

Well, predictable.

In the case that the overall profit-making effect of the market is gradually losing, hot spots are scarce, and the money-losing effect is gradually becoming apparent.

At present, these large groups of incremental funds who have finally been attracted by the main market of "infrastructure" and "military industry" are afraid that they will have no choice but to reduce their positions or clear their positions and flee the market.

And when the whole market starts to ebb, the volume energy will continue to decline.

Then, without the support of the amount of funds, the market may be even more difficult to support at this position.

At the same time, it may be even more difficult for the major capital groups in the market to pull out a continuous wave of market prices on other low-level main lines and maintain a continuous profit-making effect.

Therefore, Gao Xiang thought.

If the regulators want to fully maintain market conditions.

Then, when the market shows a delay in breaking through and the main market is not changing smoothly, then, it should be pushed to the market at a critical time.

Of course, this is just his personal thoughts and guesses.

Whether the regulatory authorities will do this, whether the market can rely on its own endogenous ability to complete the switch of the core main line... These all have to be determined according to the actual trend of the market.

Before many things actually happen.

No one knows what the market will do next.

"Yes!" Chen Yihe said with emotion, "I am also worried about this. It is difficult for the market to heat up, but it gets cold quickly. Expand the fire. When the fire is burnt out, the market's continuous profit-making effect will completely decline. I am afraid that the subsequent volume and trend of the market will continue to decline. Like last year's ChiNext market, it will fall back to the original point, and it will not be adjusted for a year or so. impossible.

I only hope that at this time, there are wise people in the regulatory authorities who can take advantage of the heat that has not subsided in the market, and continue to push the market when the market is clearly showing signs of exhaustion. "

Gao Xiang nodded, and said: "According to the attitude of the regulators towards the market and the ecological changes of the entire market, I think it is entirely possible for the regulators to further stimulate the market."

"I hope!" Chen Yihe said with a smile, "The only thing we can do at this time is to wait for new opportunities in the market to appear."

Following the two people's market analysis and discussion on the market.

At the same moment, a group of retail investors gathered in the discussion area of ​​the trading platform saw the two main lines of the entire market, "infrastructure" and "military industry", as well as the "Asia-Europe Economic Belt" and "New Era Road" that once made money yesterday. The core themes of conceptual themes such as the Maritime Silk Road and the reform and reorganization of state-owned enterprises have all driven high and low. Not only did they fail to expand the effect of making money, but they showed a strong effect of losing money within the day.

For a while, everyone felt a little down and depressed.

"Hey, I thought I could make a breakthrough this time, but I didn't expect...it was a false breakthrough again!"

Someone sighed helplessly.

"Why can't Mao keep going up? 'Blue Stone Heavy Equipment' has reached a daily limit of 20. Shouldn't the 'military industry' sector make a move? Even such a strong leader can't move?"

"Too much money has been smashed into the market. The opening situation was so good in the early morning, but it was smashed abruptly."

"If you look at the two cities at a glance, only the hot spot of 'Second IPOs' is still visible. It's really miserable."

"I'm speechless, what the hell, I just chased the check from China Airlines Heavy Machinery in the early trading. It hasn't closed this morning, and I've already lost almost 5 points."

"Hey, if you can't break through, you can only continue to look for support."

"Will it still be a wash? Let's see in the afternoon, maybe we can recover the intraday decline in the early trading?"

"The volume in the early trading can be so large, it will be very difficult to recover the decline in the afternoon."

"Why is 3000 points so difficult? Recently, as soon as the stock index crosses the position of 2900 points, it will inevitably be adjusted. The main funds of all parties are really brainless in this position!"

"The position of 3000 points can be regarded as the dividing line between bulls and bears in the market, can it be difficult?"

"The key is only a few points away from the space, it should be impossible to break through."

"The volume is already 5000 billion. I really don't know why it is so difficult to break through. I feel that after more than a month of cleaning, the lock-up in this position should have been almost digested."

"It doesn't feel like it's a problem of holding on to the market, right? It's a problem of taking profits all the time."

"They are all a group of institutions with no structure. If these big institutions learned from Mr. Su's 'Yuhang Department' funds, the stock index might have passed 3000 points long ago."

"Indeed, I'm really speechless!"

"It's not a problem that the market has been stuck here. The so-called market will fall for a long time. I'm afraid that if it can't get through here, the index will be adjusted downward!"

"Hey, why can't you open the space?"

"At this time... President Su needs to appear on the stage."

"Yes, if Mr. Su can come out, pull the market together, and show his face on the dragon and tiger rankings, maybe the index will pass. As long as the index exceeds 3000 points, hehe...the incremental funds that surged into the market , I’m afraid there will be more, and I feel that at that time, the market will definitely explode.”

"Take a look at the core weight stocks in the fields of 'infrastructure' and 'military industry' such as Huaguo MCC, Huaguo Railway Construction, China Airlines Shenfei, China Airlines Optoelectronics, and Aviation Power, and the market will rise immediately."

"But Mr. Su hasn't shown up for a long time, so I'm afraid we won't be able to count on him in the short term!"

"Hey, then there is no way."

"Let's do sub-new stocks first. As long as the check for 'Blue Stone Reload' can still be boarded, then I feel that the sector of 'sub-new stocks' can still set off a wave of daily limit."

"The entire 'Second IPO' sector is following 'Bluestone Heavy Equipment'. To buy other secondary IPO stocks, why not buy the leading stock 'Bluestone Heavy Equipment'?"

"It makes sense. Tomorrow, I will continue to accept the 'Bluestone Reload' check."

"I'm afraid it will be difficult to 'bluestone reload' tomorrow? After all, today's market trend is really bad, and the major lines have basically shown a tendency to adjust."

"Not necessarily. Originally, 'Bluestone Heavy Equipment' was the leader in the current market, so the impact should not be great."

"Like this kind of big monster stock, it is it that affects the market trend, not the market trend that affects it, and the overall market trend is not good. In theory, isn't it the core concept leading stock that the main capital group is dating? I think The check for 'Blue Stone Reloading' is definitely not at the end of the market, and even the 'Second IPO' sector, maybe the sentiment will continue to climax tomorrow."

"Isn't it because of the full-scale outbreak of 'sub-new shares' that the 'military industry' line has not gone? After all, the 'sub-new shares' sector has also siphoned a lot of funds today."

"How is it possible? How big is the 'sub-new stock' sector?"

"To be precise, I think that it is still the main funds of all parties in the market. The expectations on the main market are obviously inconsistent. Even though the market liquidity is abundant and the transaction volume is also high, it is that the capital strength cannot be condensed on one point, which leads to the market. Effective and continuous upward breakthrough."

"It makes sense. I also think that the market's divergence in the main market is too great, which makes the market unable to break through."

"Then... how to solve this problem?"

"There is no solution, we can only wait for the market to self-regulate, and the funds will form a consistent direction at a certain node."

"It's okay to wait, but I'm afraid that the market will adjust, and a sudden wave will come!"

"Probably not. After all, the index has not fallen deeply during the previous month's adjustment. At most, it fluctuates between 2800 points and 2900 points."

"Well, as long as the market volume does not decay, the index will not fall too deeply."

"As long as the index doesn't fall too deep, it doesn't matter. Shock it. Anyway, our retail investors have plenty of time and are not afraid of shocks at all."

"As long as there is no leverage, the main force can shake the warehouse at will."

"'Stay firmly on Qingshan and not relax', anyway, I am firmly holding on to stocks. If I don't reach the target price, I won't see the stock index break through 3000 points, and I will definitely not go out."

"I just want to see how long the main force can shake the position? Anyway, it won't be sold."

"Lock position, lock position, the same sentence, if I don't see Mr. Su's main seller seat on the dragon and tiger list, I will firmly lock the position and never sell a share."

"It must be locked up to more than 3000 points in the Shanghai stock index..."

In the discussion among the people, although there were many complaints and depressed voices, there were not many pessimistic people.

On the whole, in the market where people open high and go low, and the volume is still increasing relatively, the market investment sentiment has not declined much. Everyone still maintains a relatively optimistic spirit, and they all think that this is still the main shock. , is a benign adjustment of the market in this position.

And under the support of this emotion.

During the session, the Shanghai Stock Exchange Index, as well as related core stocks of the main line of 'military industry' and 'infrastructure', and leading stocks of corresponding concepts.

Once there is a trend of sudden killing, then the power to undertake under heavy volume will inevitably increase simultaneously. As a result, related individual stocks, sector indexes, and even the Shanghai Stock Exchange Index, etc., although they continue to fluctuate and fall, they obviously cannot kill the panic market. Not too deep disk width.

This proves that the overall pattern of the market.

There is still a huge main force on the top and strong support on the bottom. It is difficult to break through, but it is also difficult to plummet! (end of this chapter)