Chapter 629 The So-Called ‘Independent Trend’!
Afterwards, when 3 o'clock in the afternoon came, the two markets welcomed the closing time.
The Shanghai Composite Index continued to rise to 0.79% during the day, and the two major industry main lines of "infrastructure" and "military industry", as well as the main lines of concept themes such as "Eurasian Economic Belt", "New Era Road, Maritime Silk Road", "Central Enterprises and State-owned Enterprises Reform and Restructuring", and their corresponding core concept stocks, all recovered the intraday losses and maintained the situation of closing in the red.
As for the main lines of "technological growth", "big consumption", and "big finance", which once strongly rose during the session and rebounded sharply.
At this moment of closing.
They swallowed up all the gains during the day and returned to the weak shock situation.
At the same time, when the market was turbulent, the turnover of the two markets remained above 400 billion, maintaining relatively active market liquidity.
Faced with such a closing situation.
Whether it is the investor groups on the market or off the market, the two markets are sighing.
At the same time, the core component stocks in the two major industry main lines of "infrastructure" and "military industry", as well as the core component stocks in the main lines of popular market concepts such as "Eurasian Economic Belt", "New Era Road, Maritime Silk Road", and "Reform and Restructuring of Central Enterprises and State-owned Enterprises" will continue to set new highs. There are also more and more investors who firmly believe that the core main lines of the market can be "stronger and stronger".
Among the investor groups.
When the major market hot lines of "infrastructure" and "military industry" are getting stronger and stronger in the volatile trend, any adjustment can be quickly repaired during the trading session.
With the selling of many main funds and profit-taking funds.
The investment sentiment and speculation sentiment in these main line areas have not only not declined, but are still continuing to intensify.
"The market performance of the major market hot lines of infrastructure and military industry is really tenacious. The market trend of these two main lines this year is obviously beyond expectations."
In the Yuhang main hot money group where Su Yue is located, there are also hot money bosses who can't help but sigh.
"It really exceeded expectations. It feels stronger than the main market of 'Internet finance', 'smart phone industry chain' and 'mobile Internet' in the main field of 'technological growth' last year. In the recent quarter, the hot core stocks in the main fields of 'infrastructure' and 'military industry' have doubled in countless stocks."
"What's the big deal about doubling? Which of the leading stocks involving the concepts of 'military asset restructuring' and 'military asset securitization', such as 'Chengfei Technology, China Airlines High-Tech, Aerospace Development...', has not increased by four or five times?"
"Hehe, this is true..."
"It feels that this year's market is much better than last year!"
"As long as you focus on the main market lines of 'infrastructure' and 'military industry', it is actually not difficult to make money."
"It's not difficult, but the market in the first half of the year is still quite difficult to do."
"This year's market feels completely driven by 'General Su'. The wave of market in April and May, and the market from the end of June to now, are basically driven by General Su, and they are all centered around the two main lines of 'infrastructure' and 'military industry', as well as the main lines of the concept of 'Eurasian Economic Belt', 'New Era Road and Maritime Silk Road', and 'Reform and Restructuring of Central Enterprises and State-owned Enterprises'."
"Hehe, if you ask me... General Su probably didn't expect that the two main lines of 'infrastructure' and 'military industry' he brought out would develop to this point now, right?"
"That's true..."
"The two main lines of infrastructure and military industry have developed to this point, mainly due to the 'Eurasian Economic Belt' ', 'New Era Road, Maritime Silk Road', 'Reform and Restructuring of Central and State-owned Enterprises', these major macroeconomic policies have had a positive impact, right? "
"If there were no positive macroeconomic policies, these core mainline markets would not have reached this point. "
"That's hard to say. In fact, from a macro perspective, the fundamentals of the two major industry fields of 'infrastructure' and 'military industry' have also improved significantly. "
"Yes, there has been some improvement, but without the catalysis of favorable policies, I'm afraid it will be difficult for funds to form consistent expectations in this direction. This can be seen from the major mainline fields of 'technological growth', 'big consumption', and 'big finance'. As for future expectations and the trend of fundamental changes, these major mainline fields should all have certain expectations, right? But various funds The group just can't form a relatively consistent expectation in these major main areas. "
"The future expectations of the 'technological growth' line are indeed relatively clear, but the adjustment time and space are still insufficient at present."
"As for the two lines of 'big consumption' and 'big finance'..."
"At present, I'm afraid it's not time for the fundamentals to reverse, right?"
"'Big consumption' is closely related to the recovery of the macro economy. In fact, under the basic logic of everyone's expectation of macroeconomic recovery, the future expectations are not bad. As for the 'big finance' line, thanks to the market performance in the past six months, as well as the rising market trading volume and margin balance, it actually has a very strong future expectation, but at the current stage, funds do not agree. "
"The funds inside and outside the market cannot form a joint force in these low-level main line areas, and do not agree with the expected logic of these major main lines. In the final analysis... I think it is still the active capital flow in the market, which is accumulated in the popular main lines such as "infrastructure" and "military industry". As a result, although the turnover of the two markets has exploded to about 400 billion, there is still a clear lack of funds in certain areas of the market. Without the attention of funds, how can there be any market?"
"The most critical thing is not because the follow-up sentiment of the retail group is not like other places? In fact, it is not only the "technological growth", "big consumption", and "big finance" that have certain expectations that cannot gather the consistent expectations of funds, but also any other market main lines except "infrastructure" and "military industry". Can't gather funds at this time."
"The follow-up sentiment of retail investors is not Following the continuous money-making effect? "
"In fact, in the past few days, the continuous and violent fluctuations of the main market lines of "infrastructure" and "military industry" are the best time for the market to "switch high and low". However... the funds in the market have never been able to form a joint force, and there are no other big guys like Mr. Su who dare to use the advantages of strong capital volume to continue to make the market, pull the corresponding core concept stocks, and make space in one go to further gather market attention and emotions. "
"How easy is it? In the case of such a large market divergence, other main capital groups and large and powerful institutions, even if they have the huge capital volume of Mr. Su's "Yuhang system", dare not firmly go long on a certain main line on a large scale, frantically eat up chips, and force the market upward! "
"Yes, under such obvious big divergence, forcibly pulling the market will only die more miserably. "
"In fact, in the final analysis, it is its Its large main institutions lack the courage to gather funds and focus on one direction to make a breakthrough. "
"It's not that they lack the courage, but even if they risk it, it may not help if the big funds continue to push up. "
"Yes, remember June? When there were also differences in the direction of the market breakthrough... During that period, the market had huge differences in the choice of the main line direction, whether to focus on the "infrastructure" and "military industry" and other "big infrastructure" directions, or to focus on the "technological growth" main line area. "
"At that time, in the market, many main capital groups did not unite together to focus on the "technological growth" main line area, continue to buy, and try to concentrate the advantages of funds, pull out the "technological growth" line, gather market sentiment and huge follow-up orders, and hit the upward breakthrough trend of the "technological growth" line? But the result... became ?”
“If you ask me, the core trend of the market must be the result of the combined efforts of various factors in the market, so that it can develop a sustained trend. It is difficult to rely on a single stock or a few main capital groups to guide it. It is too difficult!”
“Indeed, the reason why General Manager Su was able to gather the capital advantage and play the two core main lines of ‘infrastructure’ and ‘military industry’, so that these two main lines can continue to lead the index to break through and develop a wave of magnificent main rising trends, in addition to the influence of the ‘Yuhang system’ funds managed by General Manager Su on market sentiment and the vast investor group, the most important thing is that on the macro level, there are the support of several major policies such as ‘Eurasian Economic Belt’, ‘New Era Road and Maritime Silk Road’, and ‘Reform and Restructuring of Central Enterprises and State-owned Enterprises’. Without the support of these major policies, I am afraid that General Manager Su will not be able to lead these core lines.”
“The combined efforts of funds... The market is paying more and more attention to the combined effect.”
“This is inevitable. The era of Zhuanggu has long passed with the collapse of the ‘Delong’ system. ”
“Now, what matters is the emotional synergy and the capital synergy.”
“At least for now, the main areas in the market that are most likely to form emotional synergy and capital synergy are still the two major industry main lines of ‘infrastructure’ and ‘military industry’, as well as a number of concept sectors that are hyped around the main lines of ‘Eurasian Economic Belt’, ‘New Era Road, Maritime Silk Road’, and ‘Reform and Restructuring of Central Enterprises and State-owned Enterprises’. As for other market main lines… the differences should not be resolved in a short period of time.”
“And if the differences cannot be resolved, there will be no sustained money-making effect and market trends!”
“This also shows that in the next period of time, the overall market situation will definitely continue to revolve around the main areas of ‘infrastructure’ and ‘military industry’.”
“Does it mean that the market’s ‘high-low switching’ should not happen at present?”
“It’s not that it won’t happen. The oversold rebound of low-priced stocks should still be possible, but the sustainability will be a problem, and the expectations for making the market must be lowered. ”
“Without sustainability, why not focus on the main lines of ‘infrastructure’ and ‘military industry’?”
“I agree. At least when the hot main lines of ‘infrastructure’ and ‘military industry’ can gather emotions and follow the trend, you can focus on these areas. Even if you can’t make money, you should be able to get out of it safely.”
“However, it is also true that the hot main lines of the market, such as ‘infrastructure’ and ‘military industry’, have been showing a trend of volume and stagnation in recent days! It feels that many main funds are still taking obvious profits.”
“Many tickets have doubled. At this time, it is not surprising to take profits.”
“As long as the differences in other main lines are still relatively large, I think it is not a big problem to continue to focus on the main areas of ‘infrastructure’ and ‘military industry’.”
"It is okay to continue to speculate and make a market around these main lines, but the key is to pay attention to the movement of General Manager Su's 'Yuhang system' funds."
"That's for sure. After all, General Manager Su's 'Yuhang system' funds have a huge impact on the market."
"If General Manager Su's 'Yuhang system' also starts to reduce positions and stop profits in the main lines of 'infrastructure' and 'military industry', I'm afraid the money-making effect of these popular main lines will drop sharply, right?"
"If the 'Yuhang system' really stops profit and exits the market, the money-making effect of the popular main lines of 'infrastructure' and 'military industry' will not only drop sharply It's so simple, I'm afraid it will have a high probability of repeating the market trend of the main line of 'technological growth'? Extreme adjustments are inevitable. "
"However, it should be difficult to detect the movements of Mr. Su's 'Yuhang system' now."
"Indeed, the main fund products of the 'Yuhang system' have just announced the net value and holdings data not long ago. I estimate that these data will not be announced in the short term. At the public level of the market, it is only possible to wait for Mr. Su's seat on the Dragon and Tiger list. "
"Mr. Su knows that he has too much influence on the market, so he should deliberately avoid his 'wealth Lu's seat will appear on the Dragon and Tiger List, right? "
"This is also possible..."
"Well, so... we can only rely on guessing?"
"It's almost like we can only guess, but based on the weighted core stocks held by the 'Yuhang system' last time, it should be easy to guess, right? For example, the main fund products of Mr. Su's 'Yuhang system' have a very high weight in stocks such as 'Huaguo Zhongye, Huahang Optoelectronics, and Huahang Shenfei', and the chip volume is very large. "
"Such a huge amount of funds wants to stop profit and exit completely. There should be no traces on the market of these stocks, right? "
" That makes sense, haha... Then observe these stocks that the 'Yuhang system' holds heavily. "
"As long as there is no obvious continuous explosive volume dive in the trend of these stocks, continue to stick to the concept leading stocks of 'infrastructure' and 'military industry', which are the hot main lines of the market. As long as the attention of the retail group and the main follow-up sentiment of the market are still concentrated in these areas, the money-making effect has not been lost, then continue to do it at the original rhythm. "
Accompanied by the rapid refresh of the group messages, and the analysis and discussion of the market by the hot money...
Time quickly slides to 5:30 pm.
The Dragon and Tiger List of the two cities is announced.
Under the violent market fluctuations today, a total of 51 stocks in the two cities are on the list.
Among the stocks on the list, in addition to some stocks with favorable re-trading, recently listed new stocks, and secondary new stocks, most of the stocks on the list are still concentrated in the main lines of the industries of "infrastructure" and "military industry", as well as the main lines of the concepts of "Eurasian Economic Belt", "New Era Road, Maritime Silk Road", and "Reform and Restructuring of Central Enterprises and State-owned Enterprises".
Of course, among the stocks on the list in these core main lines of the market.
According to the disclosed buying and selling seats, it can be found that hot money is still active, and institutional buying and selling are also very active.
In many popular stock buying and selling seats, there are institutions selling and buying.
In short, at this current position, whether it is the index or the specific stocks, the funds in the market have huge differences in long and short positions.
And it is in this long and short difference of the main funds.
In the evening, the external market continued to rebound, and the overall trend showed a clear reversal trend.
The next day, under the guidance of external market expectations and emotions...
Everyone thought that the Shanghai Stock Exchange Index would end its adjustment this time and continue to break upward under the leadership of the hot market themes such as "infrastructure" and "military industry".
As a result, after a short-term surge, the market once again stagnated and formed a downward and volatile trend.
In the end, at the closing time at 3 pm, it actually closed down by 0.11%, which disappointed the investors who were full of expectations in the morning!