Rebirth of the Investment Era.

Facing the "sub-new shares" sector, and the "sports industry development" concept of the theme of the outbreak across the board.

At the same time, it is also facing the trend of high opening and falling of popular main lines such as 'infrastructure' and 'military industry' in the early stage, as well as the trend of rising and falling in the main line of 'technology growth'.

After the market closed, the entire market, inside and outside the market, and the majority of investors were somewhat disappointed.

After all, the breakthrough market that everyone originally expected did not happen.

Moreover, the "high-low switching" trend of the market's main line that everyone once thought during the session did not happen.

In the whole market, as the early popular main lines such as 'infrastructure' and 'military industry' gradually show a relatively serious loss effect, there are still huge differences in other market rotations and changes.

Such differences in funds made everyone feel a bad premonition.

After all, if the money-losing effect of the popular main-line sectors such as 'infrastructure' and 'military industry' expands further in the future, and at the same time, other main-line sectors in the market cannot form a sustained profit-making effect to guide capital in, then... along with the entire market The money-making effect is weak, and with the current highly active capital flow in the market, many will definitely choose to wait and see and take short positions.

When this part of the funds began to be cautious, and began to wait and see the market.

Then, the current abundant liquidity and turnover in the market will definitely shrink gradually.

With the shrinking of volume and energy, when the effect of making money in the market is getting weaker and the effect of losing money is getting stronger, the market trend will obviously be greatly adjusted downward.

The so-called, if there is a quantity, there will be a market, and if it lasts for a long time, it will fall. This is the truth.

"Hey, today's 'infrastructure' and 'military industry' are the most popular main lines, and they all closed down. I'm really speechless."

Under such a closing situation, the majority of investor groups gathered on the stock discussion platform of the whole network have obviously suffered a certain degree of blow to their long-term sentiment, and many people showed a look of worry.

"The point is, today when the main lines of 'infrastructure' and 'military industry' are all down, the main losers are almost all the stocks held by Mr. Su's 'Yuhang Department'. This gives people a very bad feeling. I have a premonition, I don't know if President Su smashed today's deal, if Mr. Su smashed the deal, it means that the funds of the 'Yuhang Department' are taking profits and retreating on a large scale, which means that' I am afraid that it will be difficult to open up room for growth in the early hot topics such as infrastructure' and 'military industry'."

"Today's situation shouldn't be the result of President Su's 'Yuhang Department' funds?"

"Even if it wasn't for President Su's 'Yuhang Department' funds, according to today's performance, the main funds in the popular mainline fields of 'infrastructure' and 'military industry' have also lost a lot."

"Depending on the situation, 'China Airlines Optoelectronics, China Airlines Shenfei, Hangfa Power, Huaguo MCC, Huaguo Railway Construction, Huaguo Construction, Huaguo Communications Construction, Conch Cement...' and other fields of 'infrastructure' and 'military industry' There are indeed signs of loosening chips, and the pressure on the market is getting bigger and bigger. These stocks... have changed from a strong state to a weak state today. I think it is true It's a signal."

"Not necessarily, these tickets have also been adjusted like this before."

"Yes, but the capacity is far from as great as it is today."

"Haven't the popular main lines of 'infrastructure' and 'military industry' been adjusted for almost a month? They were adjusted sideways before, and the profit should have been absorbed by now, right?"

"I don't think it's the 'Yu Hang System' that smashed the disk today."

"I don't think so either. Moreover, apart from the popular main lines of 'infrastructure' and 'military industry' today, the trend of other market main lines is actually not good-looking."

"Indeed, I originally thought that the line of 'technological growth' should be strong after adjusting for so long, but I didn't expect...it only took half an hour to be strong in the market, and then it fell down in the end. Coming back, it is simply poisonous, which shows that the market can't condense popularity and emotions in other main directions, and the probability is still the same as before. After a round of funds, we have to return to the early hot spots such as 'infrastructure' and 'military industry' Continue to do more in the main line.”

"Today's line of 'technological growth' is indeed rubbish."

"It is estimated that on the line of 'technological growth' tomorrow, all the stocks that have been pushed up in the intraday session today will have to fall back."

"Even if the popular themes of 'military industry' and 'infrastructure' are adjusted today, I think the popularity and sentiment of the entire market are still focused on these core themes."

"Agreed, the correct approach at this time is still to focus on the main lines of 'military industry' and 'infrastructure', which is the safest."

"Today's 'sub-new shares' sector and the concept line of 'sports industry development' are going well!"

"Well, these two lines can be regarded as the only two areas of money-making effects in today's market."

"However, the volume is too small to carry large capital groups, and there is no way to guide the market index to make an upward breakthrough trend."

"But it's not bad to be able to maintain the money-making effect of the market."

"The main reason for the outbreak of the line of 'sports industry development' was the good news at noon, while the line of 'sub-new shares' was driven by the stock of 'Blue Stone Heavy Equipment'. Pretending to be 20 consecutive boards, even with the most optimistic estimate, I am afraid it will be difficult to create a high boarding space? In other words...whether it is the line of "sports industry development" or the line of "secondary new shares" I am afraid that the continuity is not very high, and the market will have to seek a breakthrough in the main market sooner or later, so as to really drive the market as a whole!"

"This is for sure, the key is the core main line... I feel that at this time, the differences in big funds are really big!"

"Originally, the line with the most potential to explode and undertake the main lines of 'infrastructure' and 'military industry' should be the line of 'technological growth', but looking at today's market trends, it is obvious that the joint financial force of the line of 'technical growth' is Obviously insufficient, and the pressure on the board is greater than expected."

"The line of 'technological growth' is obviously not good, and many votes do not see future expectations."

"Yes, and the valuations of the core stocks and constituent stocks on the line of 'technological growth' are still the highest in the entire market at present. Compared with many popular stocks and core weight stocks in the direction of 'big infrastructure', they are basically There is no cost-effectiveness, and the certainty of future expectations is far less than that of individual stocks in the main line of "big infrastructure". It is better to continue to do "big infrastructure" with the main funds working together on the line of "technological growth". "

"It makes sense. In the field of 'technological growth', the general valuation of more than 100 times PE does not seem to be cost-effective."

"The key is popularity and emotion, and it is far inferior to the main line of 'big infrastructure'."

"To be honest, there is a reason why the line of 'technological growth' cannot form a financial synergy."

"Today's line of 'technological growth' is obviously going up and down. Depending on the situation, it will definitely need to be adjusted in the future, and it is not suitable for opening a position at all."

"Analyze, analyze... In fact, only the mainline sectors such as 'infrastructure' and 'military industry' with strong expectations and strong policy support really have certain investment opportunities and investment value, and really have the core popularity of the market. Other mainlines It seems that there are certain investment logic flaws in the sector.”

"The so-called profit and loss come from the same source. Anyway, I don't pursue the line of 'technological growth'."

"Well, let's hold the bargaining chips of the main lines of 'infrastructure' and 'military industry', and wait for these main lines to be adjusted for a short time before going out of the real breakthrough trend again. Anyway, I don't believe that the market of these core main lines will be cut off at this position, and With such strong market support and such ample market liquidity, without any major negative influence on these popular main lines, it is estimated that even if they are adjusted, they will not fall deeply.”

"A lot of main funds are still waiting to buy at low prices, so naturally they won't fall deeply."

"There are still a lot of incremental capital groups pouring in from outside the market, and they have no positions yet. The first goal should also be flooded into the two core areas of 'infrastructure' and 'military industry' to undertake. After all, overall, the current Mainline fields such as 'infrastructure' and 'military industry' are still the mainline industry fields with the best profit-making effect and the most cohesive force in the market."

"Let's take a look at the Dragon and Tiger Rankings first. If Mr. Su's 'Wealth Road' is still not on the Dragon and Tiger Rankings, then there is nothing to worry about."

In the heated discussion room.

Market trading time has come to around 5:30 p.m., and the list of dragons and tigers in the two cities is announced.

I saw that in the list, a total of 39 stocks were on the list, among which the 'Blue Stone Heavy Equipment' and 'Leiman Optoelectronics' that everyone focused on, and the important holdings of the Yuhang Department controlled by Su Yu's 'Hua Guo MCC, Hua Guo China Railway Construction' are on the list.

According to the list of these votes.

Hot money undertaking is still active, and Su Yu's "Fortune Road" seat has not been sold.

"Haha, what did I say, I knew that today's adjustments to the main lines of 'military industry' and 'infrastructure' were definitely not the result of President Su's 'Yuhang Department' funds."

After seeing the data of the dragon and tiger rankings of the two cities, the discussions among retail investors on the entire network became more and more intense.

"President Su still has a plan. Tomorrow... Tomorrow, the popular main lines of 'infrastructure' and 'military industry' that are adjusted today will definitely be reversed."

"At least the main line of 'technological growth' is hopeless."

"The list of 'Leiman Optoelectronics' today is really good. Several powerful hot money have entered the market, and the purchase quota is relatively balanced. The market trend is also really good. I feel that this check will probably be connected tomorrow."

"Look at the check of 'Blue Stone Reload', it is really strong."

"Indeed, it's all 20 daily limits, yet on the list, the capital flow of buying and selling seats is still in a state of net inflow."

"Moreover, two of the main hot money that intervened before are still locked up today."

"It's really awesome. I feel that the check for 'Blue Stone Reload' will have a high probability of going up tomorrow."

"The rise is certain, but whether the daily limit can continue..."

"Based on the data of this list, we can definitely continue to raise the limit, but the position is too high, so I dare not accept it. To be safe tomorrow, it is better to get the check of 'Leiman Optoelectronics'."

"The six or seven 'sub-new stocks' on the list today actually performed well on the list."

"The main hot money, the enthusiasm for participating in the market has not decreased, which shows that the market should not go down."

"As long as the hot money-making effect is still there, the possibility of a sharp drop in the index is quite low."

"Just continue to be active in the market. On the whole, the market has not yet dispersed, and there is a possibility of further intensification. Judging from the overall dragon and tiger list data today, we are still optimistic that the Shanghai Stock Exchange Index can break through 3000 points."

"I am also firmly optimistic!"

"Hey, there is a high probability that the popular main lines of 'infrastructure' and 'military industry' will be reversed tomorrow. Unfortunately, I didn't buy some chips at the end of today."

"Like this kind of core main line, in fact, when you are in a hurry, it is often a buying point."

"Agreed, hehe... The overall dragon and tiger list data shows that the strongest core areas of the market are still the main lines of 'military industry' and 'infrastructure'."

"The line of 'technological growth' will definitely make up for the fall tomorrow."

"I'm not as optimistic as everyone. I feel that although the market has a high probability of not falling deeply, it is obvious that the market rotation is accelerating. No matter which sector is chasing higher, there is a high probability of being beaten by the market and suffering a certain degree of loss."

"Well, indeed, in fact, at this time, if you don't have superb follow-up skills, it's better to hold the shares without moving."

"Yes, it's better to hold the shares without moving."

Amidst the heated discussions among the crowd...

At this moment, in the main group of institutions, as well as the investment and trading departments of major institutions.

In the discussion of the market situation, although the overall thinking is still bullish, there are still huge differences in the investment choices of the specific mainline market.

Some people think that since the 'Yuhang system' is still locked.

Then, as long as the basic investment logic and internal emotions are not loose, the popular main lines of "infrastructure" and "military industry" in the early stage can continue to go up and create a third wave of main market space. .

And because of today's "technological growth" main line pull up, failed again.

Once again failed to gather market synergy.

As a result, many major institutions are increasingly not optimistic about the follow-up market trend of the line of "technological growth".

Of course, there are also people who think that the popular main lines of "infrastructure" and "military industry" in the early stage have risen much more than the market itself, and its valuation level has also returned to a reasonable position in the market from an underestimated position in the market. At this time, even though its basic Investment logic and future expectations have not loosened, but there is no possibility of another short-term market explosion.

At the same time, these people also think that there is no problem with the market's "high and low switching" market thinking.

It's just the specific market position of "high and low switching". After the "technological growth" continued to fail to open up space, and after several times failed to gather market sentiment and funds to work together, this group of people began to turn their attention to "big consumption" and "big consumption". There are only two low-level main lines of Big Finance.

But anyway...

Under the current situation that the turnover of the two cities is still maintained at around 5000 billion, and the financing balance of the two cities is maintained at more than 8500 billion.

Under the support of ample liquidity in the market.

On the whole, not many investors are bearish.

The biggest disagreement among everyone is nothing more than how the market will fall, and the direction of sustainable market hype, and how it will change.

And except for the internal discussions of retail investors, main hot money, and institutional groups.

In the direction of the regulators, as well as within the core large-scale asset management institutions such as the 'national team'.

Everyone is still consistent in maintaining market conditions, firmly stimulating the market, and further intensifying market investment sentiment and investment confidence.

This also leads to no matter how the market changes, how to hype.

On the macro level, most of the positive news is positive.

And when 'Blue Stone Heavy Equipment' was continuously relayed by the hot money in the market for 20 daily limit, the regulatory authorities did not ask for a suspension of trading for inspection. Through regulatory means, they suppressed the hype of sub-new stocks and even other concept stocks in the market.

At the same time, under the situation that the market as a whole is bullish and partially divergent.

Off the market, the 20 daily limit horror money-making effect of the "Blue Stone Reloading" check is still continuing to ferment, attracting more and more potential investors outside the market, and also invisibly attracting those People who have never paid attention to stocks before are slowly paying attention to the market, and can't help opening accounts for transactions.

Among various brokerage institutions.

It can also be seen that although the market has entered a short period of sideways adjustment.

However, the speed of new users opening accounts in its sales department has not slowed down, but is still accelerating, and the development of its financing and financial services, and its financing balance are also continuing to increase.

These phenomena……

It shows that under the stimulation of the overall profit-making effect of the market is not bad.

Outside the market, there are also a large number of new investor groups, which are continuously entering the market, and a large number of new off-market funds, which continue to enter the market.

And off-site funds continue to enter.

It also means that the current market turnover may not be the end.

In the face of future market developments, the current market volume can perform well, and there are still opportunities for further development.

At the same time, the continuous increase in the balance of financing and financing, and the continuous expansion and promotion of securities companies' financing and financing businesses also mean that the investor groups in the two cities, and everyone's investment risk preference, has not decreased significantly during this stage, but has continued to increase. Elevated, constantly becoming aggressive.

So many positives, and still relatively good investment sentiment.

In addition, in the evening, the external US stocks performed well.

After two days of weekend emotions and news further fermented, Monday, October 10th.

When the market reopened, despite the sharp adjustments in the market on Friday, the Shanghai Stock Exchange Index, Shenzhen Stock Exchange Index, and ChiNext Index still opened higher across the board.

And 'infrastructure', 'military industry' and other popular main lines of the two cities.

Under the trend of opening higher and lowering the set-ups on Friday, it also opened significantly higher across the board, and it was not greatly affected, and once again showed the trend of counter-packaging.

And last Friday, it once showed a profit-making effect in the intraday market, but in the end it rushed up and fell back to the main line of "technological growth".

Opening today, as expected, it opened significantly lower to make up for the decline.

As for the main line of the concept of "sports industry development" and the "secondary new stock" sector that experienced a daily limit on Friday, these two conceptual themes not only opened higher across the board, but also the overall profit-making effect of the sector is still overwhelming.

Especially the two core leading stocks of 'Lanshi Heavy Equipment' and 'Rayman Optoelectronics'.

'Lanshi Heavy Equipment' opened higher by around 7 points, and has the momentum to continue its daily limit, hitting the 21st daily limit; while 'Leiman Optoelectronics' also directly opened higher by more than 5%. It also shows the trend of a strong two-link board.

"The popular main lines of 'military industry' and 'infrastructure', after such a tragic decline last Friday, today's opening did not catch people, and all of them opened significantly higher, which is really surprising."

Faced with such an opening situation, at this moment, inside Yanjing, Yihe Capital Investment Company, and in the trading room of the main fund, fund manager Chen Yihe said with emotion: "The market's emotional feedback and money-making effect, as well as the degree of ample liquidity, are truly amazing. It is much more optimistic than we thought. The popular main lines of "infrastructure" and "military industry", although the internal bargaining structure has long been loosened, they just can't go down. As long as they fall quickly, the low-level funds will be innumerable. Really surprising."

Gao Xiang, the trading team leader sitting next to Chen Yihe, smiled and said: "Boss, this may be the resilience of the market. The market volume of 5000 billion can be expressed. In the major industries of 'infrastructure' and 'military industry', The basic investment logic of the popular main line is still there, the future expectation is relatively certain, and the valuation is not very high. When it is completely within the reasonable range of the market, there is naturally no shortage of funds to undertake.

Moreover, isn't this form of market performance exactly what we expected before?
Where there is quantity, there is market.

Isn't the birth of a bull market often a result of the accumulation of volume?
I feel that if this amount can be maintained, the market has already fully met the basic conditions for a "big bull market outbreak". At present, before the full-scale outbreak of the bull market, there may be an important opportunity, or under the macro policy conditions, a heavyweight Favorable conditions only.

However, despite the main lines of 'infrastructure' and 'military industry', there is currently no risk of a sharp drop.

Its internal undertaking power is still very strong.

However, it is also a fact that the pressure on the market is too great and the profit market is concentrated and ebbing.

In other words, in this state, it is already unrealistic for the core lines of 'infrastructure' and 'military industry' to continue to open up a continuous upward space.

The evolution of the market situation, no matter how you say it, you have to work hard from other low-level main lines.

It is a bit strange that the current low-level main line of the market has not been able to form a consistent joint force. It stands to reason that with such a strong overall market investment environment and such abundant capital liquidity, other core main lines of the market should have come out long ago. The truth has been in this position for so long! "

Chen Yihe thought for a while and said, "As you said, there is a lack of further stimulus from important favorable conditions in terms of macro policy!"

"Hey..." Gao Xiang sighed lightly, "It's a waste of such strong market sentiment and performance."

Chen Yihe said: "Be patient. Since there is such a good amount of support, there is also a local strong profit-making effect. As long as the overall investment sentiment and investment confidence in the market do not develop at a low level, the market will not form a vicious circle again. If the situation is not stable, then... no matter how sideways it is, if it cannot fall, it will always rise."

"I'm afraid that the main funds of all parties think so, and they don't want to carry the sedan chair for others. They keep speculating on these leftovers, and there are always differences in the main line market. That's not good." Gao Xiang said, "When the market partially makes money The effect is weak, and the mainline market cannot open up the situation, showing a strong profit-making effect, the current high market sentiment and investment confidence will always ebb, and once the ebb, the market is not far from falling into a "vicious circle" In other words, the 3000-point position of the Shanghai Stock Exchange Index has not broken through for a long time, and it will definitely hurt the overall sentiment of the market."

"There is no way." Chen Yihe said, "With the amount of funds in our institution, it is impossible to lead the market to break through. We can only wait."

"Hmm!" Gao Xiang nodded, looked at the board, and said, "At this time, we can only expect that the core capital group like Mr. Su's 'Yuhang Department' will be able to guide the board, and... I feel Mr. Su's 'Yuhang Department' funds should have already taken action!"

Hearing Gao Xiang's words, Chen Yihe's eyes changed slightly, and he said in surprise, "Why do you see that?"