Rebirth of the Capital Legend

Among them, the three core sector indices of real estate, building decoration, and building materials in the main line of large-scale infrastructure, and their corresponding sector component stocks, due to the trend of a number of domestic real estate stocks opening sharply higher in the Hong Kong stock market, also rose rapidly at the beginning of the session, forming a trend of explosive growth, and quickly changed from a low opening state to a red market state.

At the same time, many investors focused their attention on popular leading concept stocks such as Beijiang Communications Construction, Oriental Yuhong, Huaxin Cement, etc.

At this moment, a large number of active buying orders came in.

In particular, the stock of Beijiang Communications Construction quickly rose to around 6% in less than 30 seconds after the market officially opened, and the trading volume exploded rapidly. Compared with the early opening of yesterday, it can be said that the trading volume exploded significantly, and the turnover rate soared.

Similarly, the stock trends of Oriental Yuhong and Huaxin Cement.

Although it is not as rapid as the stock of Beijiang Communications Construction, it also chose a rapid upward rebound trend, quickly returning from the green market state to the red market rising state.

Within the main line of the new energy industry chain, the trends of several core sectors are quite differentiated.

The major sector indices of complete vehicles, auto parts, and auto decoration chose to adjust downward when the trading volume exploded at the beginning of the session, and the major component stocks within the sector, such as Changan Automobile, BYD, Great Wall Motor, Ankai Automobile, Yutong Automobile, etc., all adjusted downward with explosive volume.

The two major sector indices of charging piles and lithium batteries continued to maintain an upward trend and performed relatively strongly.

Among them, the stock of Sugon shares continued to hit the daily limit, showing a trend of shrinking volume and daily limit; the stock of Tianci Materials also jumped from around 4% at the opening to around 6% in just 30 seconds after the opening.

Stocks such as Tianqi Lithium, Ganfeng Lithium, Dofluoro...

Although the trend is weaker than that of Tianci Materials, it also chose to rebound upward amid the explosive volume at the beginning of the trading session.

At the same time, the main line of the smartphone industry chain...

The indices of various related sectors and industry sectors also showed a relatively obvious differentiation trend.

Semiconductors, electronic equipment and other sectors plummeted in early trading, showing an adjustment trend, while many core leading stocks of Apple concepts and the entire Apple concept sector index chose to rebound at this moment.

Among them, Changying Precision's stock quickly turned red and rose, and the stock price rose to around 2.5% in just one minute.

Stocks such as Lixun Precision, Goertek, OFILM, Sunway Communication, Micro-Brain, Lens Technology, etc.

Amid the simultaneous surge in volume, they also turned red and rose.

Besides the initial performance of the three core market sectors of infrastructure, smartphone industry chain, and new energy industry chain...

The main areas of the emerging industrial chain at this moment include film and television media, Internet software, and Internet applications.

It continues to show a trend of opening low and closing low.

Among them, the film and television media sector, in just 1 minute at the beginning of the trading, the sector index fell to 1.54%. As the core concept leading stock of this sector, Huawen Online, the early concept leading stock, directly opened low and fell rapidly to a drop of nearly 5%. Quantong Education, Baofeng Technology, LeTV, Huawen Media, Guangdong Media... and other stocks also fell at this moment, continuing the strong loss effect.

The Internet software and Internet application sectors are performing slightly better than the film and television media sectors.

However, they all chose to adjust downward.

Among them, the concept sector of Internet finance suffered another heavy blow in the early trading trend. The stocks such as Oriental Fortune, Flush, Jinzheng Shares, and Yinzhijie... all saw their early trading losses expand to more than 4%.

This is due to the decline in several major sectors such as film and television media, Internet software, and Internet applications, as well as the continued loss-making effect in these sectors.

The performance of many small and medium-sized stocks in the market also remained poor at the beginning of trading.

As for the trend in the call auction.

The main board's weighted sectors have attracted the attention of a large number of major institutional capital groups, such as liquor, white goods, banks, electricity, etc.

They continued their strong attitude in the call auction stage and showed a fluctuating upward trend.

Among them, the two major sectors of liquor and white appliances continued to lead the rise of a number of weighted main sectors, continuing to siphon off many safe-haven funds in the market.

Among the main lines of major markets, as well as the different trends of major industry sectors and concept sectors.

The performance of market indices also showed a clear trend of differentiation.

The Shanghai Composite Index maintained stability, with a brief sideways fluctuation at the opening position; the Shenzhen Composite Index and the ChiNext Index fell slightly at the beginning of the session compared to their opening positions, with a brief slight dive; the A50 Index showed a clear upward trend after the opening due to a large amount of main funds increasingly focusing on the main-line stocks with heavyweights on the main board; the CSI 500 Index and the All-China Securities 1000 Index were affected by the trend of a large number of small and medium-sized stocks in the market, becoming the weakest market indices among the major indices in the current market, and they all showed a rapid downward trend.

As for other non-popular main-line sectors in the market, as well as unpopular main-line sectors.

Such as the slightly weaker steel, coal, and nonferrous metals sectors, as well as the animal husbandry, agriculture, and breeding sectors.

The trend basically fluctuates along with the Shanghai Composite Index. There is neither obvious active buying funds nor obvious concentrated selling pressure.

Seeing the market opening like this...

At this moment, among the main speculators of the 'Qilu Gang', Zhao Zhiyuan was watching the real-time changes in the two markets with his eyes, and said with a smile: "I feel that the unexpected opening performance of a number of domestic real estate stocks in the Hong Kong stock market has also provided good guidance for sentiment and funds in the mainland market's large-scale infrastructure sector, including real estate, building decoration, and building materials, as well as a number of related concept sectors and the initial performance of their corresponding core leading stocks. Judging from the initial trend, it seems that the large-scale infrastructure sector has stabilized today.

Moreover, it seems that the stock of Beijiang Communications Construction is likely to continue to rise and maintain its upward trend.

Maybe, it can break through the height of 5 consecutive boards.

Of course, the performance of a group of stocks including Oriental Yuhong and a number of leading stocks in core industries, such as Poly Real Estate, Conch Cement, China Construction... is also not weak.

It is the trend of steel, coal and nonferrous metals sectors.

Compared with the trends of real estate, building decoration, and building materials sectors, a clear differentiation situation has begun to form.

I estimate that it will be difficult for the steel, coal, and nonferrous metal sectors to perform well today."

"Well, I originally thought that Beijiang Communications Construction's stock would be hard to continue to strengthen today. After all, the call auction trend of this stock actually has a lot of selling pressure." Zhang Wei took over and said, "Unexpectedly, in the Hong Kong stock market, a number of domestic real estate stocks continued to perform well and exceeded expectations, which further extended the main trend of the A-share market's major infrastructure sector and gave this sector a good opening expectation.

Under the current situation, as long as the stock of Beijiang Communications Construction remains stable.

It can maintain a strong fluctuation above 6% increase and quickly change hands.

I think this stock can still hit the daily limit today, as long as this stock hits the daily limit and holds the daily limit.

Then, the bullish sentiment on the major infrastructure line will continue to pick up.

Of course, it is not just the bullish sentiment in the major infrastructure sector that will pick up quickly. It is estimated that the short-term bullish sentiment in the entire market should see a significant improvement.

As for the buying point of short-term speculation...

Beijiang Communications Construction's stock is still worth investing in and arranging a position in at this point."

"The fact that the major infrastructure sector has been able to move upward under the influence of the opening trend of the Hong Kong stock market is indeed beyond expectations, and has indirectly continued to boost the Beijiang Communications Construction stock." Liang Jiuchen also said at this time, "Looking at the trend pattern at the beginning of the trading session, the major infrastructure sector should have stabilized. The follow-up will depend on the subsequent increase in turnover, the subsequent support for long positions, and the emotional feedback. If the support for long positions is still good, then in another transition from disagreement to consensus, it is indeed possible to continue to gamble on the Beijiang Communications Construction stock.

Compared with the large-scale infrastructure line, today's new energy industry chain line's initial trend is obviously somewhat lower than expected.

The trend of major infrastructure projects is diverging.

At least the major sectors of real estate, construction decoration, and building materials have remained stable.

Even the weak steel, coal and nonferrous metals sectors have only formed a corresponding trend of shrinking volume adjustment, without any obvious downward sell-off, showing a more serious loss effect.

But at this moment, the new energy industry chain...

If you look closely, it seems that only the lithium battery sector has come out of the woodwork and withstood the concentrated selling pressure on the market.

Other related industry sectors and corresponding concept sectors all formed a downward adjustment trend under concentrated selling pressure at the beginning of today's trading.

This trend is in contrast to the situation at the beginning of yesterday's trading when a large amount of funds were concentrated to buy stocks.

It is indeed seriously below expectations.

According to the trend of the new energy industry chain, it is estimated that it will be difficult to continue to be optimistic about the performance of this line today.

On the contrary, it is the smartphone industry chain that everyone had low expectations for.

The Apple concept sector, including a number of core Apple industry chain stocks, performed quite strongly at the beginning of the trading session.

I think Changying Precision is a stock worth keeping an eye on.”

"That's exactly what happened," Zhang Wei said. "I originally thought that Changying Precision's stock would quickly fall and adjust after the market officially opened, but unexpectedly, it was quickly pulled up by the actively taken long funds. I originally wanted to buy the stock at a low price, but now it seems... there's no chance at all."

Zhao Zhiyuan pondered for a moment, paused, and continued, "Lao Liang, according to what you said, among the three hot sectors in the market today—large-scale infrastructure, the smartphone industry chain, and the new energy industry chain—the new energy industry chain is actually the weakest sector in today's market performance."

Liang Jiucheng responded: "Based on the performance of the major main trends at the beginning of the trading session, this is roughly the case."

"If you look at it that way..." Zhao Zhiyuan thought for a moment and then said, "This Tianci Materials stock should be quite risky today, right? I feel like the lithium battery sector is struggling to hold its own amidst the concentrated adjustments in the main sectors of the new energy industry chain."

"Will Tianci Materials replicate the trend of Huawen Online?" Zhang Wei asked.

Liang Jiucheng thought for a moment and responded, "I don't think so. Judging from the strength of capital absorption, the lithium battery sector, although the selling pressure is also very heavy, has obviously formed a trend of separation from other major concept sectors and industry sectors in the main line of the new energy industry chain. I don't think it is a single-handedly weak sector, but rather an independent and strong one.

Furthermore, in the entire lithium battery sector, although Tianci Materials is currently the core concept leader of this sector.

However, I think the two stocks that should follow the bullish sentiment of this concept sector are Tianqi Lithium and Ganfeng Lithium.

Judging from the current trend...

It is obvious that the stocks of Tianqi Lithium and Ganfeng Lithium have not shown any obvious downward trend.

Furthermore, many major investors in the market remain very active in buying these two stocks, and there has been no significant surge in trading volume at the beginning of trading. This suggests that the current structure of the chips within these two stocks remains relatively stable, with no signs of loosening chips or concentrated profit-taking.

Zhao Zhiyuan chuckled and said, "This should be due to the premium effect of President Su's seat, right? Since the trends of Tianqi Lithium and Ganfeng Lithium are fine, and the internal chip structure is intact, there should be no need to worry too much about Tianci Materials."

"The relative position of Tianci Materials is actually not high," Liang Jiucheng said. "Compared with the subsequent expectations for this stock and the buying of major institutional funds on yesterday's Dragon and Tiger List, I feel that this stock still has considerable potential for further growth. Generally speaking, although the overall market trend today is not optimistic, the core areas of the market and the core concept sectors that have been unanimously recognized by investors should still be fine, and we can continue to go long. As for the emerging industry chain mainline areas where small and medium-sized stocks converge, especially the major industry sectors of film and television media, Internet software, and Internet applications, they should be avoided."

"Yes, I think so too," Zhang Wei nodded in response. "In a market with diverging trends, if you want to prevent your account from following the pullback, you have to embrace the market's strongest core areas and the strongest concept sectors. Of course, you can also switch to defensive mainline areas, such as the current liquor and white goods sectors, but I always believe that the strongest defense is offense.

Generally speaking, in a weak market trend situation.

The core concept leading stocks in the two markets, which have already achieved strong profit effects and attracted the attention of a huge number of investors, are more capable of withstanding market adjustment risks and are suitable as risk hedging targets for various fund groups.