Rebirth of the Capital Legend

"The market trend of the 'big infrastructure' line and the current sentiment feedback are okay, but the market trend and sentiment feedback of the 'emerging industrial chain' line are really not good!" Zhao Qiang stared at the real-time changes in the market. His views were far less optimistic than those of Lao Qian and Sun Chengyu. After a pause, he continued, "With obvious positive stimuli, it can still develop into such a general loss-making market. It can't be said that the long sentiment in the market is still good. It is also difficult to say that the serious intraday loss effect of the 'emerging industrial chain' line will not bring down the current 'big infrastructure' main line related stock market again. Anyway, on the market today, it feels like there is no buying point, only a relatively clear stop-profit selling point."

"The 'emerging industrial chain' line has developed like this today, forming a comprehensive trend of losing money, which has its logic and reasons." Sun Chengyu said, "I personally think that the current core lines of the market, the weight line, the large infrastructure line, and the emerging industrial chain line, their respective market trends and speculation logic cannot be generalized.

In terms of mid- to long-term logic...

At present, the 'big infrastructure' line should be stronger, followed by the main weight line, and the emerging industrial chain line is the weakest.

Therefore, in terms of the degree of intervention, the main institutional capital groups in the market are most active in intervening in the "big infrastructure" line, but are most hesitant in intervening in the emerging industrial chain line.

Speaking of the internal chip structure, the weighted main line is definitely the best and most stable internal chip structure, followed by the 'big infrastructure' main line, and the emerging industrial chain line is still the weakest main line among the three.

From the perspective of short-term sentiment and short-term speculative thinking.

The weighted main line significantly underperformed the market in the past few days, and a lot of profit-taking chips were cleared out. The current relative selling pressure is relatively small, so today, when the overall market trend is not good and risk aversion sentiment has heated up again, it was guided by the main funds in the market and came out easily, and there was no obvious increase in volume, that is, there was basically no major divergence between bulls and bears.

As for the main line of "big infrastructure", although the underlying logic is strong, the internal chip structure is also stable.

However, the short-term increase is not small, and short-term profit-taking is sufficient.

Therefore, in terms of market trends, the volume is relatively large, and there is a big divergence between bulls and bears.

As for the 'emerging industrial chain' line, although it was supported by last night's positive news, this positive news had already been overdrawn as this main line performed much better than the broader market in the past few days.

In addition, the line of "emerging industrial chain" itself lacks fundamental support.

In addition, the short-term rapid rebound has begun to touch the previous historical trapped positions concentrated in many core stocks in this main line field. In this way, it is normal for the good news to be realized, and the short-term profit-taking and the previous historical trapped positions to take advantage of the good news to jointly suppress the market trend.

I've said this before...

The emerging industrial chain lacks underlying logical support, and it is difficult for it to develop a sustained market trend or usher in a real reversal trend.

As for your concern, Lao Zhao, about the losing trend of the 'emerging industrial chain' line, it will continue to affect the overall market's bullish sentiment feedback and overall investment confidence, and will have too much impact on the trend of the 'big infrastructure' main line, the trend of the weight main line, and the trend of major market indexes, thus interrupting the upward trend of the entire market.

I think this worry is totally unnecessary.

Because the starting point of the rebound in this round of market was not driven by the 'emerging industrial chain' line, but was driven by the fundamental reversal of the 'big infrastructure' line, as well as the underlying logic and the expectation of subsequent performance explosion. The active main capital groups in the entire market are also focusing on the 'big infrastructure' line to make transactions.

In this way, as long as the "big infrastructure" line can remain stable, there will be no continuous serious loss effect.

Then, the market sentiment will most likely be stabilized.

In addition, after a large number of main capital groups withdrew from the relevant sectors of the 'emerging industrial chain' main line in the early stage, the core main capital groups on the 'emerging industrial chain' line currently hold relatively few positions. Those who really hold a large number of positions in this main line are basically the majority of retail investors.

As for the retail investors, no matter the market trend is upward or downward.

It is difficult to form a unified force.

In other words, as long as the 'big infrastructure' line remains stable, the main sector of the 'emerging industrial chain' where retail investors are heavily concentrated will not experience extreme trends.

What's more, although the underlying logic of the "emerging industrial chain" line is lacking, there are no overly strong expectations.

But the absolute position of this line is still quite low.

After this wave of short-term profit-taking is cleared, the internal trapped investors are unwilling to continue selling, so there will not be much momentum for further declines and selling.

And since the "emerging industrial chain" line does not have the potential for extreme selling pressure.

At the same time, the "big infrastructure" main line and the weight main line do not have such potential selling momentum.

The market index trend is unlikely to show the previous extreme adjustment trend at this position, or choose to continue to move downward. "

"Mr. Sun's analysis clearly explains the current market trend." Old Qian laughed, "Mr. Sun should still be locking up the stock chips of the Oriental Yuhong check and not selling them, right?"

Sun Chengyu responded: "As long as Oriental Yuhong does not break the 20-day line, I think its upward trend will not be over. Since the upward trend has not been broken, and the future strong expectations of the "big infrastructure" line have not changed significantly, then what is the reason to sell the chips of Oriental Yuhong at this time? Moreover... look at the institution Huayi Capital and the funds of Fuxing Road. Aren't they sitting on the Diaoyutai without moving any chips at present?"

"That's true." Zhao Qiang nodded slightly and said, "Sometimes... I really have to admire Mr. Su from Huayi Capital. His determination in holding positions is really good. Once he has heavily invested in a position, he can really lock in the position unless the trend is broken or there is an absolute trend reversal!"

"I think it's because Mr. Su's capital is too large, and it's not easy to enter and exit, so he can only change the previous short-term logic into a mid-term or even long-term logic." Lao Qian said, "Also, if Huayi Capital can't create an absolute space for the stocks it has invested in, there's no way for this capital to exit safely and lock in profits.

After all, in today’s market...

First of all, liquidity is limited, and the emergence of such large funds will inevitably cause huge shocks and violent fluctuations in the market.

Secondly, Mr. Su of "Huayi Capital" and his related seats have too much influence on the market, and the funds' ability to follow the trend of his related seats is too strong.

This phenomenon of excessive ability to follow the trend...

That will definitely be a big boost when the stock is on an upward trend.

For example, the current core leader "Oriental Yuhong" and the main market trend of "big infrastructure" in which the entire "Huayi Capital" institution has a heavy stake.

But once this capital starts to take profits and leave the market on a large scale.

Under such a strong follow-up effect, the adjustments are also extremely fierce.

Because these funds in the market that have no independent opinions like to follow the trend not only when the market is rising, but also when the market is falling. This can be seen from the main sector of "new energy industry chain" that "Huayi Capital" had heavily invested in in the first half of the year.

The 'new energy industry chain' line was after the withdrawal of the institution 'Huayi Capital'.

It has been adjusting until now, and judging from the trend, it seems that the adjustment has not been completed yet. Regardless of the rebound of the main line of "big infrastructure" or the rebound of the main line of "emerging industrial chain", the line of "new energy industrial chain" has underperformed related sectors and is far weaker than the index performance.

Because of this situation, no matter in or out, there are countless groups of follow-up funds.

As a result, the institution "Huayi Capital" has been forced to change its trading strategy and can no longer engage in extreme short-term trading like it did last year.

It is naturally difficult for us to see the exquisite short-term trading techniques of "Fuxing Road" again.

It is hard to see 'Fuxing Road' continuing to create a market monster stock."

"Old Qian is right." Sun Chengyu responded, "The current market liquidity cannot support the rapid inflow and outflow of major funds of the scale of tens of billions like 'Hua Yi Capital', so this institution has naturally changed its trading strategy from the previous method of focusing on speculating on individual stocks to focusing on creating the core market trend.

However, I think Huayi Capital has changed its trading strategy.

On the contrary, it is helpful for us to detect the trend of this capital, calmly capture the changes in market trends, and grasp the more certain main trend trends.

Compared with the previous trend of following the hype of "Fuxing Road" stocks.

Now, has the main theme of 'big infrastructure' created by the institution 'Hua Yi Capital' allowed more groups of followers to make money?

Of course, in my opinion...

Although this fund has a very keen sense of the market, in terms of operational logic and trading logic, it is actually still going with the flow.

The reason why the 'big infrastructure' line was created by the institution 'Huayi Capital' and formed the absolute core main line in this round of market rebound trend, allowing countless fund groups that followed suit to make a lot of profits, is mainly because the 'big infrastructure' line itself has a strong underlying logic, is supported by the hot external situation of the national real estate market, and is driven by the skyrocketing national housing prices, which has led to the present situation.

The latest novel is published first on Liu9shuba!

When we analyze the capital flow and motives of "Huayi Capital".

We still cannot ignore the original market trend, the core theme of continued strength, and its fundamental underlying logic. "

"I see." After the two people's detailed analysis, Zhao Qiang pondered for a moment and said, "Since Brother Sun and Lao Qian don't think the market will continue to adjust downward at this position, and both believe that the probability of the market going up is greater than the probability of adjusting downward, then I will continue to maintain an active trading strategy."

After saying that, he turned his attention back to the trading screens of the two markets and began to actively look for suitable opportunities to increase his positions.

As several people discussed heatedly...

The market trading time at this time is almost approaching 11 o'clock.

During this period, the market as a whole continued to maintain the trend of heavyweight main lines and large infrastructure main lines leading the rise, while other market main lines were adjusting weakly.

Moreover, it is supported by the weight main line and the major infrastructure main line.

After the two forces of profit-taking and historical trapped shares were vented, the market has once again shown a narrow range of fluctuations with a continuous decline in volume. Many stocks seem to have a trend of getting stronger and stronger in this narrow range of fluctuations.

This also illustrates the market's bullish sentiment, under the concentrated selling pressure of profit-taking.

It was not annihilated.

And when we noticed that a number of stocks in the market seemed to have the intention of rising again after the intraday shock adjustment, and in the field of "big infrastructure" as the core main line of the market, many related hot concept stocks have mostly returned to their positions at the beginning of the trading session, and even continued to set new intraday highs.

At this moment, a large number of retail investors gathered on major stock investment exchange platforms across the Internet have begun to become optimistic again.

“Haha…I told you, all declines and pullbacks are buying opportunities.”

Seeing the check of 'Oriental Yuhong', which has once again set a new high in the market and a new high in the recent rebound amidst the continuous volatile upward trend, some of the gathered retail investors laughed and sighed.

"I've said it before, the Shanghai Composite Index has actually broken through 3000 points. Today's decline is definitely the final clean-up."

"Well, the Oriental Yuhong check has risen, but why is the Quantong Education check so weak? The market continues to strengthen, but this check is still in deep water and is not moving at all."

"Today, the 'emerging industrial chain' line seems to have been abandoned by the long funds in the market."

"It's not that they were abandoned, but the large amount of long funds that rushed in to take over in the early trading session were buried in it. As the loss effect spread, the active fund groups naturally dared not continue to take over, fearing that under this trend, this line will continue to fall tomorrow."

"Fortunately, the 'big infrastructure' line has been pulled up, boosting some market sentiment, otherwise the market trend of the 'emerging industrial chain' line would have been even worse."

"Indeed, as expected, except for the 'big infrastructure' line, the other main lines are all market miscellaneous!"

"I've already said that we need to focus on the core storyline."

"It doesn't matter. As long as the 'big infrastructure' line is stable and the Shanghai Composite Index does not fall below 3000 points, I feel that the 'emerging industrial chain' line will still rise in the afternoon."

"Last night, there were so many positive news about the main line of 'emerging industrial chain'. Today's trend is completely different from what many people expected before the market opened!"

“It is really hard to come up with consistent expectations.”

"As long as the market as a whole can stabilize, any drop will be a good time to buy. This position... is nothing to be afraid of."

"Indeed, many stocks are still at historical lows. What's there to be afraid of? If I continue to buy, I don't believe that I can be trapped at this position. I can only hold it for a few days at most and I will definitely make money."

"Today's rise in the weighted line did not cause the entire market to lose blood."

"It still has an impact, right? But the overall market turnover has indeed increased recently, and the liquidity is much better than before."

"That is, the recovery of liquidity should also be a manifestation of the good market performance, right?"

"That's for sure. If there is volume, there will be market."

With the heated discussions among many retail investors, it is visible to the naked eye that as the market trading hours continue, the overall bullish sentiment begins to gradually warm up.

As the bullish sentiment slowly warms up...

When the time came to the midday closing, the Shanghai Composite Index had returned to above 3015 points, fully recovering its lost ground.