Rebirth of the Investment Era.

Chapter 638 The news at noon is good and exciting!

In this continuous weak shock.

At the close of trading at noon, the Shanghai Stock Exchange Index closed down 0.56%, while the Shenzhen Index and the ChiNext Index closed down 0.32% and 0.21% respectively.

After the market closed, the broad investor groups inside and outside the market still had heated discussions, but at the same time, among the debates, there were also large differences in opinions on the market conditions.

Among them, Su Yu is in the Yuhang main hot money group.

When everyone is talking about the market, there are also huge differences.

"The line of 'military industry', today's market, should be abolished? Can't touch it, 'infrastructure', 'Asia-Europe Economic Belt', 'New Era Road, Maritime Silk Road', 'Reform and reorganization of state-owned enterprises' , 'Shanghai Free Trade Zone', and 'Nuclear Power' sectors should be similar, everyone... At this time, is the market's sector rotation, like the low-level main line sector, rotating?"

"Isn't it hard to say? Isn't the check for 'Bluestone Reload' not dead yet?"

"Just relying on the check of 'Blue Stone Reload' will not be able to reverse the situation of the entire market!"

"Looking at the market trend pattern in the morning, many popular concept stocks and core component stocks in the main line of 'military industry' are indeed not doing well. Two popular concept stocks such as 'China Airlines Heavy Machinery and Hongdu Aviation' opened higher. It’s close to 4 points, and it can all be smashed into the water.”

"I have to say that today's funding for the main line of 'military industry' is indeed a bit aggressive."

"Originally, the mood at the opening and the ability to undertake funds were good, but suddenly, it was the two checks of Huahang Optoelectronics and Huaguo Railway Construction that collapsed, which drove the entire main line of 'military industry', 'infrastructure', and even 'Asia'. A series of sectors such as the European Economic Belt, the New Era Road, the Maritime Silk Road, the reform and reorganization of state-owned enterprises, the Shanghai Free Trade Zone, and Nuclear Power all experienced extreme selling pressure."

"The most important thing is that these two checks are the core stocks held by Mr. Su's 'Yuhang Department'."

"I fully understand what the market is worried about, but I think at this time... Mr. Su's 'Yuhang Department' fund should not have sold out on a large scale, right?"

"Without data evidence from the Dragon and Tiger Rankings, who would know?"

"Although there is no evidence from the data of the Dragon and Tiger Rankings, it is true that the trend of popular mainline markets such as 'infrastructure' and 'military industry' has begun to gradually diverge recently. It is also a fact that they have taken profits in these two main line areas!"

"If the check of 'Blue Stone Heavy Equipment', such a trend exceeding expectations, can't drive the main line of 'military industry' to continue to strengthen, then I think the line of 'military industry' really has nothing to count on."

"Agreed, in any case, the two main lines of 'military industry' and 'infrastructure', the recent obvious increase in volume and stagflation, should be a fact."

"Stagflation in this position is obviously not a good thing."

"Preliminary judgment, these two core main lines, without strong new heavy positive stimulus, it is absolutely difficult to continue to make room for growth."

"Besides, Lanshi reloaded the check, there are already 20 boards, how can it be driven upwards?"

"However, depending on the situation, the check for 'Blue Stone Reload' should not be finished today."

"The logic of the follow-up 'Bluestone Reload' check should not have much to do with 'military industry' and 'nuclear power', right? Today's 'Bluestone Reload' check mainly resonates with the 'sub-new stock' sector. It's gone...it should also be the logic of the 'sub-new shares' sector."

"Market funds are concentrated and started to speculate in the 'sub-new stock' sector. This can also explain in disguise that other mainline hot spots are not working?"

"That's right, if other main-line hotspots can continue to expand the profit-making effect and risk appetite is still improving, these active capital groups in the market will not concentrate on the 'sub-new stock' such as the leftover main line for speculation."

"In short, at this time, the continuous hype of the two main lines of 'infrastructure' and 'military industry' is no longer cost-effective."

"Not only is it not high, it is simply not cost-effective."

"However, in the direction of the low-level main line, the fields of 'technological growth', 'big consumption', and 'big finance' are still not very popular. This morning, it is not that there is no fund to do these main lines. Take a look at 'Long Fun Technology ' and 'Tianyu Information' two checks, the main funds were obviously concentrated, but the first board was smashed, which proves that the combined force of these low-level main lines is obviously weaker!"

"Well, looking at these low-level mainline areas, it is true that the funding gap is also huge."

"Then we can only continue in the direction of 'sub-new shares'."

"However, the market liquidity and the amount of funds that can be carried by the line of 'sub-new stocks' are really limited. Moreover, as soon as the market opened in the morning, it entered the emotional climax stage. Many sub-new stocks with good quality and high game value Stocks are already on the daily limit, so it will be difficult to participate in the day, right? If at this time...you are speculating in marginal new stocks with relatively weak performance in the market, I am afraid that tomorrow will be a pitfall."

"Is the sub-new stock sector, the second wave of emotional climax today?"

"After two consecutive days of daily limit, it is foreseeable that the line of 'secondary new shares' will probably enter into a situation of differentiation tomorrow."

"At this time, it is not cost-effective to participate in the sub-new stock sector."

"Yes, in the sub-new stock sector, you can only be the first mover, not the second mover. What must be speculated is really just emotions, and the sustainability is not high."

"The key is the check for 'Blue Stone Reload' tomorrow, it may not be able to come out again!"

"Today's main line of 'Military Industry' drives high and low and buries people. It is foreseeable that tomorrow's 'Blue Stone Heavy Equipment' will have a big divergence."

"It's the 20 daily limit, so I ask you, do you still dare to accept the check tomorrow?"

"The market attention of this check is so high, and its popularity and market influence are so great. If this check can be opened higher tomorrow, it can still be accepted."

"That's right, the 'Blue Stone Reload' check, if you open higher tomorrow you will live, if you open lower you will die."

"I think it's better to study the low-level main line sector? Film and television media, e-commerce, Internet finance, smart phone industry chain, Internet software, mobile Internet... Are there any opportunities in these fields? After Ari Baba is listed on the US stock market, it should The valuation of domestic Internet companies will increase, but recently the market has been focusing on the hype of the two main lines of 'infrastructure' and 'military industry', and this valuation increase has obviously lagged behind."

"I think it's better to respect the actual trend of the market and the direction of the joint efforts of funds, and not to imagine it!"

"Yes, it cannot be said that there are no opportunities in these low-level main-line sectors. At least... I think these sectors that have not yet formed a financial synergy, and their highly recognizable popular stocks, have better opportunities to be on the right side. The certainty is simply too great to be cost-effective.”

"On the whole, although the check of 'Blue Stone Reload' has raised the highest level of speculation in the market and raised the risk awareness in the speculation of individual stocks, the market as a whole is obviously still in ebb tide. The direction of making clear orders is decreasing.”

"Agreed, it looks like it's hot, but it's actually starting to have an undercurrent."

"That's right, let's take a look again. If the market still can't find a new main line for several days, then we should really be cautious."

"Hey, it's strange to say that this time, with the support of such a high market volume, the market can't form a consistent joint force. No matter which direction it goes, there will be funds hindering it."

"I feel weird too."

"No one is willing to carry the sedan chair, the reason why everyone wants to sit in the sedan chair?"

"Haha, if you say that, it makes sense."

"Let's see how the market evolves in the afternoon and see if there are any new hot spots."

"Hey, at noon today, there was a change in the news. The State Council actually released a document to 'promote the development of the sports industry'."

"Let me see...hehe, this should be able to form a hot spot, right?"

"It can indeed form a hot spot. What about hot stocks and corresponding concept stocks, who will organize one? Hurry up and take a look."

"In the market, pull the corresponding concept and it will come out."

"Annie Shares, Snowman Shares, Pathfinder, Rhine Sports, Xinlong Health, Qujiang Cultural Tourism, Leiman Optoelectronics; China Fortune Land Development, Kewan Real Estate, Guangdong Media, Yaoji Technology, Huace Film and Television... Fuck, this There are quite a few stocks that are good for file associations, as well as the concept of associations!"

"Can it drive the other main lines to take a wave?"

"It's hard to say, look at the follow-up situation of various funds in the market after the market opens in the afternoon."

"Haha, finally there is a new hot spot to work on. Hey, the market trend this morning is really... it suffocates me."

"The check for 'Leiman Optoelectronics' is quite interesting."

"Well, indeed, you can try to buy some with this check this afternoon."

"I'm afraid it's not easy to buy. We can notice it, and other funds in the market will also notice it."

"It depends on the situation, if you can buy it, buy it. The most important thing is to see whether the market's main funds for the hot spot of 'sports industry development' can drive other core main lines. If the hot spot of 'sports industry development' If the concept can drive a number of core themes such as film and television media, real estate, electronic information, and big consumption, then the next market will probably turn around, and the sustainability may also have a head."

"Well, it depends on the situation. I hope that this hot spot can open up the market space at this time and form an opportunity for the mainline market to switch."

Accompanied by the rapid refresh of news in the group, as well as heated discussions on related market topics.

At this moment, the good news of the just-released 'sports industry development' policy continues to ferment and rapidly spread to every corner of the market.

A large group of retail investors gathered on the stock discussion platform of the whole network.

This favorable policy topic is also being discussed intensively, and many quick-thinking investors have already begun to sort out the corresponding concept stocks and plan to participate immediately after the market opens.

Of course, some major groups of large funds who really understand the market deeply.

In addition to staring at the newly released hot spot of 'sports industry development', they also stared at other mainline sectors derived from the core stocks of this sector.

And look forward to this hot spot, can lead to other mainline fields.

Drive the market to switch the main market.

Just under the brewing mood at noon, and under the severe influence of policy news.

The one-and-a-half-hour lunch break passed in a blink of an eye, and the time quickly came to 1: p.m., and the two cities once again ushered in a new continuous auction trading session.

I saw that the market had just opened.

After noon's mood brewing, and the "sports industry development" concept sector directly stimulated by the corresponding favorable policies, a group of concept stocks and constituent stocks in the field were immediately taken care of by the active main capital groups in the whole market, and countless main buying funds poured in. Entering this concept sector, frantically pushing up the corresponding stocks, and rushing to raise funds can be described as extremely aggressive.

Among them, only 1 minute.

As the core stock in the main line of this concept, 'Leiman Optoelectronics' exploded in volume, went straight to the daily limit, and was blocked by the big money lightning.

Then, 1:02, 1:03.

A number of core concept stocks such as Pathfinder, Xinlong Health, Rhine Sports, Snowman Shares, Anne Shares, etc., also went straight to the daily limit under the rapid explosion of sales.

At the same time, driven by this main line of concept, the Shanghai Stock Exchange Index also symbolically pulled back a little.

After that, due to changes in China Fortune Land Development, Kewan Real Estate, etc., the real estate sector in the main line of "big infrastructure" also began to rise rapidly.

However, due to the selling of the entire real estate sector, it is still too heavy.

The time-sharing trend of its sector index only rose slightly for a while, and then fell back quickly.

On the contrary, during the changes in these concept stocks, affected by the straight rise of the stock prices of "Yaoji Technology and Huace Film and Television", within the main line of "Technology Growth", the two concept sectors of "Mobile Games" and "Film and Television Media" , the changes began to be frequent, and corresponding stocks such as "Huayi Brothers, LeTV, Changqu Technology, Huaqingbao, Guangguang Media, Ciwen Media..." began to concentrate on changes and pull up.

And with the frequent changes of 'mobile games' and 'film and television media'.

The main funds for chasing after realizing that the main line of the concept of 'sports industry development' is very likely to fully stimulate the line of 'technological growth'.

They have gone deeper into the fields of 'smartphone industry chain', 'mobile Internet', 'domestic software', 'electronic information', 'Internet finance' and other sectors to compete for financing, so that these concept sectors are under the concept of 'sports industry development'. After the sharp increase in the transaction, it also followed the frequent transaction, and in the field of the sector, the main funds also gradually showed a trend of accelerating inflow.

"Is this... done?"

Seeing the rapid changes in the entire field of the "Technology Growth" main line, and the rapid explosion of the corresponding stocks, at the same time, the Shenzhen Stock Exchange Index and the ChiNext Index, also under the concentrated riot of the "Technology Growth" line, rose rapidly and instantly became popular. At this moment , hoarding fund positions in Yinghui Fund Company, the main line of 'Technology Growth', the main trading room of 'Yinghui No. 2' fund, the fund manager Shao Xiaoyun said excitedly: "All the active fund groups in the field, in the 'sports industry' Stimulated by the main line of the concept of "development", it is obvious that it has begun to concentrate on the main line of "technological growth". Depending on the situation... the consistency and joint force of the main market capital is forming.

Haha... It seems that our previous rebalancing strategy is completely correct.

Finally waited until this moment.

Let me just say, yesterday's tyrannical trend of the two main lines of 'infrastructure' and 'military industry' is for the majority of retail investors to see, it is a purely false breakthrough market trend. "

(End of this chapter)