Rebirth of the Capital Legend

"Yes, that's true," Lao Zhang continued, nodding in response. "From today's market trends, we can see that the main driving force behind the new energy industry chain is indeed the lithium battery sector. Similarly, the core of the smartphone industry chain is the Apple concept sector."

Xu Qiao thought for a moment and said, "Whether it's the new energy industry chain or the smartphone industry chain, the one with the strongest market trend certainty is indeed the large-scale infrastructure line. So no matter what trading strategy you use, I think the starting point should be the large-scale infrastructure line. Generally speaking, it's still difficult for the core concept leaders of the weak main line to outperform the concept leaders of the strong main line.

As for the three stocks of Beijiang Communications Construction, Tianci Materials, and Changying Precision.

Beijiang Communications Construction will definitely outperform Tianci Materials and Changying Precision, and its ability to undertake funding is also significantly stronger.

If I were to choose a target to invest in, then in the current market, it would definitely be Beijiang Communications Construction. Other stocks would not be as high a priority as this one.”

"Yeah." Old Zhang nodded and said, "My thoughts are the same as Xiao Xu's. If you want to choose a relatively aggressive trading strategy, then Beijiang Communications Construction is a stock that you can't avoid in the current market situation. Moreover, the current market sentiment feedback and the amount of capital that follows the trend are both in a relatively good stage. There is no reason not to choose it."

Following the discussion among several core investors in the "Magic City Ultra Short Gang" main speculator group...

Time has unknowingly advanced to 5 o'clock in the afternoon.

The Dragon and Tiger List of the two markets has been updated on time, and according to the updated data of the Dragon and Tiger List of the two markets, we can see that the stock of Beijiang Communications Construction, which has attracted much attention from the market, as well as the core concept leading stocks of the market's hot main lines such as Tianci Materials, Tianshan Cement, and Shouchuang Group... are all on the list.

Which, as many expected.

The Dragon and Tiger List disclosed for the Beijiang Communications Construction stock shows that the hot money in the market is still continuing to take over the chips, and it is all hot money that is buying and selling, with no institutional presence.

Moreover, as everyone guessed, there is basically no one dominant player in the hot money market.

The buying amount of each seat is less than 1500 million. At the same time, the selling amount is also similar. Overall, it is a relatively benign turnover relay list data.

In addition, the Dragon and Tiger List of Tianci Materials stock shows.

The institutional seats that intervened in the early stage locked their positions, while the hot money bought and sold.

As for the stock of Changying Precision, its Dragon and Tiger List shows that there are institutional seats selling, but the selling amount is not large. At the same time, there are also hot money taking over the chips. Overall, among the Dragon and Tiger List data of the three stocks of Beijiang Communications Construction, Tianci Materials, and Changying Precision, the list data of Changying Precision is the worst. Of course, in terms of intraday trend, the performance of this stock is also relatively poor.

For other related hot concept stocks, the hot money of Beijing Capital Group has been doing well.

The stock of Financial Street has the main profit-making funds lurking in the early stage, which sold nearly 5000 million chips on a large scale. The buying and selling data on the list show an overall net outflow of main funds. For other real estate stocks, especially the core leading real estate stocks on the list, such as the stock of Gemdale Corporation, it can be seen that institutional seats are still increasing their holdings on a large scale.

The Dragon and Tiger List data of Jinke Group shows.

The three main institutions bought a total of 1.2 million chips in this stock, and the net inflow of main funds on the list exceeded 7000 million. It is the hot stock with the largest net inflow of main funds among the individual stocks that disclosed the Dragon and Tiger List trading data today.

Faced with the Dragon and Tiger List data disclosed by Beijiang Communications Construction, as well as the Dragon and Tiger List buying and selling data disclosed by other popular concept stocks in the market, the market's retail investors, especially the retail investors gathered on major stock investment exchange platforms across the Internet, had different moods and the discussion became increasingly intense.

"Beijiang Communications Construction's stock, today's Dragon and Tiger List data should be in line with expectations, right?"

"That's definitely in line with expectations, pretty much what everyone predicted. There's no single dominant speculator, and there's no major speculators dumping the market either. The buyback is excellent. Based on the Dragon and Tiger List trading data, I think this stock will continue to hit the daily limit tomorrow. There shouldn't be much suspense. The only worry is that expectations for this stock are too consistent, and it might open at the daily limit tomorrow. That would be troublesome."

"Yeah, I'm afraid I'll just go for the accelerated route. If that happens, not only will I have no chance to participate, I'm afraid I'll accelerate straight to the top."

"This Dragon and Tiger List data shows a relatively balanced mix of forces. I don't think there's a gene for a limit-up. After all, there's no single dominant fund in the combined board. Each fund has its own motives, so there's bound to be selling. Even if sentiment is aligned, there's still a shortage of locked-in funds. I think the probability of Beijiang Communications Construction hitting the limit-up tomorrow is very low. Of course, the probability of a significant opening higher is still very high."

"As long as it doesn't open at the daily limit, it doesn't matter how much higher it opens. As long as there's an opportunity to buy, if you buy Beijiang Communications Construction stock tomorrow, you will most likely not lose money."

"This stock has already surged to the top of the market. Isn't the sentiment a bit overheated?"

"For core leading stocks, especially the only stock currently on the market that has been trading at a high level for several consecutive days, there is no so-called overheated sentiment problem at all. I think that at this time, if Beijiang Communications Construction wants to achieve a comprehensive breakthrough and get out of its status as a monster stock, the sentiment needs to be a little more enthusiastic."

"Yes, the core leaders in the market have always attracted a lot of attention. I think this popularity is normal."

"When Huawen Online's stock was trading at the upper limit, it didn't seem to be this hot in the market, right?"

"Can Huawen Online be compared with Beijiang Communications Construction? The fundamentals of the two are inconsistent, and the expectations are also different. Furthermore, Huawen Online's stock has no support from the sector and the main line. When Huawen Online was rising continuously, the film and television media sector was actually a drag. However, Beijiang Communications Construction is different. This stock not only has the sentiment and logic support of the large-scale infrastructure sector, but also is the core concept stock of the Silk Road macroeconomic strategy in the new era. With the logical support of these two main lines, I think it is hard for this stock not to go bullish."

"What I'm saying is that Beijiang Communications Construction's stock is really good based on its core logic."

"I feel like the core logic behind Beijiang Communications Construction's stock is still the logic of large-scale infrastructure."

"That's not the case. The core logic is definitely the large-scale infrastructure line. However, if it weren't for the logical support of the core theme of the Silk Road in the New Era, it seems unlikely that Beijiang Communications Construction's stock would be hyped to this extent. I think both of these two logics cannot be ignored."

"Yes, in terms of potential, the Silk Road in the New Era holds greater potential, and it's a long-term strategy. As for the major infrastructure projects... Based on Beijiang Communications Construction's past performance, I don't think this will significantly impact future expectations, especially performance."

"Who cares about performance when speculating on these stocks? Emotional support is enough. If you want to focus on performance, why not buy blue-chip stocks? Or growth stocks with performance support, such as Oriental Yuhong and Lixun Precision. The speculation logic behind concept stocks is different from that of performance stocks."

"It's not that we don't consider fundamentals or future performance expectations at all, it's just that they are relatively less important."

"No matter what, in the current market, Beijiang Communications Construction is the only core real dragon in the two markets. If you are doing short-term trading, then you can't avoid this stock."

"Yes, there's no way to avoid this stock. In fact, if it weren't for Beijiang Communications Construction's stock driving a wave of market activity at the afternoon opening, today's market trend would probably be even worse."

"It is indeed the Beijiang Communications Construction stock that has driven the trends of many individual stocks."

"However, today's major infrastructure sector seems to be able to strengthen independently of the market and even form a counter-trend. This is mainly due to the strong performance of infrastructure-related stocks in the Hong Kong stock market. It seems more driven by the Hong Kong stock market, and the sudden manipulation of Beijiang Communications Construction stock is due to this."

"The Hong Kong stock market's boost is partly to blame, but more importantly, it should be the combined force of the market. Even without the Hong Kong stock market's boost, Beijiang Communications Construction's stock would have likely hit its daily limit today."

"Looking at the data from the Dragon and Tiger List of the two cities, I feel that the new energy industry chain is not doing very well."

"Indeed, the new energy industry chain saw significant market divergence today. Aside from the lithium battery sector, which showed some strength, other sub-sectors saw a sustained net outflow of major funds. It seems that most of the short-term funds lurking in the past are retreating in this direction."

"It's not just the new energy industry chain, the smartphone industry chain is the same."

"Yes, regarding the smartphone industry chain, aside from the Apple-related sector, which showed some promising performance today, the other sub-sectors are also very weak. It feels like the time is coming for the good news to materialize in this sector. The major investors in the market seem to be becoming much more cautious in pursuing this main trend."

"I would definitely be cautious about going long. After all, Apple's new product launch is coming soon. As soon as the launch begins, or even before it begins, this trend will start to materialize. This has been seen many times in previous years. I think this part of the smartphone industry chain should be avoided for now."

"What about the liquor and white goods sectors? These two sectors are performing very strongly today."

"Are these two sectors considered safe havens? Generally speaking, when the market adjusts, these two sectors tend to rise. Today, the market index just adjusted."

"Isn't that the only reason?"

"That's definitely not the only reason. There's also the fact that various institutions continue to band together and chase after the stocks that President Su is targeting. After all, liquor and white goods are two major risk-averse sectors, but they are the heavy holdings of Huayi Capital, which President Su heads. It seems that President Su holds tens of billions of chips in these two sectors."

"Also, the third-quarter reporting period is approaching. Currently, the liquor and white goods sectors have the highest expectations for many stocks, especially for general performance growth, which should be relatively certain. Performance growth in other sectors has yet to show."

"There are reasons for all of these, but I think the key is the market sentiment feedback. Is the market about to enter a period of adjustment?"

"Shouldn't it be? It's only been rising for a few days."

"Although there haven't been any gains for a few days, I think the major positive news from last Friday has been largely reflected."

"Well, the good news from last Friday has indeed been almost fully digested, so the market volume is continuing to decline, and a lot of funds are flowing out of the market."

"Funds continue to flow out of the market, and it seems difficult for the market to rise."

"There's no need for a big market rally, right? I think it would be great if the market could just stay where it is."

"That's right. The market is flat, and then individual stocks continue to perform well. In fact, I think that's it. The major main lines of the market are constantly rotating, and the market needs to be better. Every time the market rises, the individual stocks I hold either fail to outperform the market or fall against the trend."

“I don’t know if you’ve noticed, but many of the market’s leading stocks tend to move in the opposite direction of the broader market.”

"Not necessarily. The real core leaders actually rise more than the market when it rises, and fall less than the market when it falls. Take Oriental Yuhong, for example. Every time it adjusts, it falls less than the market. But when the market stops adjusting, when this stock rises, its increase is much greater than the market. This is the core market leader. Over time, this back and forth will widen the gap with the index."

"Oriental Yuhong's stock is really good."

"It's already one of the most profitable stocks in the market this year, right?"

"In terms of the growth of individual stocks in the entire market this year, Oriental Yuhong is also on the list."

"Not only is it on the list, it's probably the stock with the biggest gain today, right?"

"That's not possible. There are still a few restructured stocks whose gains are much greater than Oriental Yuhong's."

"Forget about the restructuring stocks. They're all flat. Apart from the hidden investors, there's no way to participate once the news comes out. These stocks are actually meaningless."

"That's not wrong. For example, with the stock of Sugon, you can only watch it and can't buy it at all. And once the trading volume increases, you might end up being trapped if you buy it."

"Shuguang shares will definitely be in the red by the time we retail investors can buy them."

"Speaking of this stock, there's a bit of volume today."

"It's a pity that it's not on the Dragon and Tiger List, otherwise... we'd know who left."

"That's easy to guess. It must be the hidden funds from before. After the subsequent news came out, this stock didn't offer any buying opportunities."

"Anyway, this stock has no turnover, so I won't participate even if it goes up to the sky."

"Well, I won't get involved either. With the current market trends, stocks with no turnover often have a hard time holding onto the market for most of the hot money in the market."

Amidst the heated discussions among countless retail investors...

Market time continues to advance.

Moreover, as time goes by, in addition to retail investors and hot money, a number of market institutions and financial media are still firmly bullish on the current market trend, and continue to release some bullish views and remarks on the future market. However, no matter whether these groups are bullish or bearish, it cannot affect the actual direction of market sentiment.

In the whole emotional atmosphere, in fact, everyone's confidence is still there.

However, many investors have gradually changed their trading strategies from a relatively aggressive attitude to a relatively cautious attitude.

After all, in the past two days, the market's losing money effect has gradually emerged and spread.