Chapter 635 Another Riot of Market Sentiment!

Faced with such a midday closing situation, the investor group in the entire market is still quite excited.

At the same time, many retail investors and institutions who have been firmly holding popular mainline stocks such as 'infrastructure' and 'military industry' are also smiling at this moment.

Of course, for some core mainline stock chips such as "infrastructure" and "military industry", profits have been cut in advance.

Or they still hold non-popular mainline stock chips such as 'Technology Growth', 'Big Consumption', 'Big Finance', and 'Non-ferrous Cycle', or they follow the market's idea of ​​'high-low switching' in advance and get involved in low-level mainline concepts. Some investor groups in the sector.

At this moment, he was obviously a little depressed.

"I really didn't expect that the market trend, after a month of continuous fluctuations, would return to the same old path." During the lunch break, Shanghai, Shanghai, Principal Financial Investment Company, 'Future Mixed Investment Selection' In the product fund trading room, fund manager Zhao Zhongming complained helplessly, "At this stage, the 'technological growth' line is clearly expected to be better, so why can't it gather funds and form an emotional synergy?"

Beside Zhao Zhongming, the trading team leader Yi Xiaopeng pondered for a moment and responded: "Maybe it is the inertia of the market's thinking. As long as there is no extreme stimulation from external forces in the market news, in the two main lines of 'infrastructure' and 'military industry', as well as 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', 'Reform and Reorganization of Central and State-owned Enterprises' and other conceptual themes such as the future expected logic have not collapsed, or the stock price has not fully reflected the expectations.

In these main line areas, profits have been reaped.

In other words, in these main areas, there are many financial groups who make money.

We will still follow the path dependence and continue to market stocks in these major directions, continuing to arouse emotions and speculation space, until all incremental funds in the market are exhausted, until the funds received cannot stabilize the market.

Let’s look at the line of ‘technological growth’.

Due to the effect of continuous money losses for several months in the early stage, even if many core stocks in this line are currently very cost-effective in comparison with the overall market valuation, their future short- and medium-term expected differences are also significantly greater than Popular main lines include infrastructure' and 'military industry'.

However, under the inertial thinking of investors, the line of ‘technological growth’ is still an area with serious money-losing effects.

The so-called seeking advantages and avoiding disadvantages...

Without the stimulation of strong macro news, the popular main lines of the market, such as 'infrastructure' and 'military industry', have not exhausted the last enthusiasm of investors, have not reached the point where the funds to undertake are completely unable to bear the continuously rising stock prices, and have not produced extremely strong losses. Under the money effect.

It is still difficult for the large number of active capital groups in the market to easily break away from the popular main lines such as 'infrastructure' and 'military industry', enter the low-level main line sectors on a large scale, and form a unified force. "

"Hey..." Zhao Zhongming also understood what Yi Xiaopeng said, sighed softly, and said, "This is the unreasonableness of the domestic market. Determined by emotions and ignoring differences in fundamental expectations, one often catches a main line. , just speculate to death, overdrafting all future expectations.”

"After all, the main investment body in the domestic market is the retail investor group." Yi Xiaopeng said, "Since the retail investor group is the leader, the pendulum effect of the market is inevitable, and the market will naturally be dominated by emotions, but I think... in After continuing to consume a wave of expected space.

Nowadays, the hot main lines of "infrastructure" and "military industry" have room for short and medium-term growth.

It shouldn't be big anymore.

Now, the market's crazy and concentrated hype on these major main lines is more like the end of the war. It seems crazy, but in fact, the end of this main line market is not far away. "

"It's hard to say!" Zhao Zhongming responded, "Many people previously judged that the core main lines of 'infrastructure' and 'military industry' had not much room for growth after rising sharply for almost a quarter. So the previous one In the middle of the month, there are many capital groups on the popular main lines of profit-taking and take-profit.

But the result...now, you can see it too.

Many major funds that claim to be smart have tried to speculate in low-level main areas such as "technological growth", "big consumption" and "big finance".

However, looking at this for more than a month, funds are on these low main lines.

It is always impossible to achieve the effect of making money.

That’s why funds from all walks of life finally had no choice but to return to the main areas such as ‘infrastructure’ and ‘military industry’ to continue trading and speculation.

In a sense.

The continuous better-than-expected performance of the checks of 'Bluestone Heavy Equipment' is only a factor that stimulates the popular main lines such as 'infrastructure' and 'military industry' to explode again. The real fundamental logic is that the market cannot form a joint force and cannot form a joint force on other low main lines. Concentrate and create sustained money-making effects.

Like you said...

Now, relying solely on the spontaneous behavior of funds in the market, it may be difficult to reverse the market's focus on 'infrastructure' and 'military industry', as well as the 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Central and State-owned Enterprise Reform' Reorganize the main line hype pattern of conceptual themes and so on.

I really want to change this market ecology.

It will most likely require further stimulation from macro news.

In other words... core main funds like the 'Yu Hang Group', which have a great influence on market sentiment and trends, can clarify the investment direction on the dragon and tiger list disclosed in the market and further stimulate the change of the main line of the market.

Before these factors occur, it can be foreseen that the market will probably have to focus on the main lines of 'infrastructure' and 'military industry', as well as the 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'reform and reorganization of central and state-owned enterprises' The main lines of these conceptual themes continue to be hyped and deepened. "

"But analyzing the macro direction of the market..." Yi Xiaopeng paused for a while and continued, "The two main industry lines of 'infrastructure' and 'military industry', as well as the 'Eurasian Economic Belt', 'New Era Road, and Maritime Silk Road' The chip structure in the main areas of conceptual themes such as "The Road" and "Reform and Reorganization of Central and State-owned Enterprises" has indeed been loosened. At the same time, the market is gradually unable to undertake the chips in these main line fields and continues to open up space.

Along with the money-making effects of these core main lines, they are gradually weakened and lost.

The market conditions will definitely flow towards lower mainline sectors with more cost-effectiveness and room for expected differences.

Since we have made the "high-low switching" investment strategy change in advance, our current positions have been adjusted to the main line of "technological growth".

At present, we can only wait patiently for further changes in the market.

Otherwise, if we reverse our positions at this time and pursue popular mainline stocks such as 'infrastructure' and 'military industry', the risk will be very high. "

In his opinion...

If you lurk and wait patiently, you may miss the current market trend.

But if we radically reverse our positions and continue to pursue popular main lines such as ‘infrastructure’ and ‘military industry’, we may be slapped in the face by both sides of the market.

Therefore, although he was a little surprised and surprised that the market situation had returned to the main lines of "infrastructure" and "military industry", he was clearly in this position and opposed the fund to adjust its investment strategy again and follow the changes in the market situation. The strategy is adjusted to the old way.

At the same time, he also believes that trading strategies have changed.

It should be forward-looking and should not follow or lag behind changes in market trends.

After all, there is considerable uncertainty in market changes. If you blindly chase the trend, you will most likely stand guard.

And chasing the rise and killing the fall, how is that different from retail investors?

Zhao Zhongming thought carefully for a moment and nodded helplessly: "Since we missed it, now it is definitely impossible to turn around and pursue popular mainline stocks such as 'infrastructure' and 'military industry'. We can only wait patiently... I hope that the market will follow." If the main line is adjusted, the line of 'technological growth' will show some performance! ”

"I will definitely perform!" Yi Xiaopeng said firmly.

While the two were discussing the market trends in the morning.

At noon, inside and outside the market, a large group of retail investors gathered on the online stock discussion platform were also discussing the market conditions intensely.

Moreover, with the further increase in market volume.

It is obvious that the number of discussion topics in the market and the popularity of related topics are also increasing rapidly.

This shows that the speed of new admissions among potential investor groups outside the market has not slowed down. At this moment, there are still large-scale new investors entering the market, thus providing the market with more opportunities. More funds and corresponding liquidity.

"Haha, feel free, today's full position is at the limit."

"Fortunately, the check for 'Blue Stone Reinstallation' was written in early trading. I hope this check will give a good premium tomorrow."

"Sure enough, the market has returned to its original rhythm. I knew...except for the popular core main lines of 'infrastructure' and 'military industry', the market cannot gather popularity at all in other fields."

“We still have to rely on ‘big infrastructure’ to improve the index!”

"Facts have proven that the theory of 'the strong will always be strong' is still very effective. In the past few months, if you only trade in leading stocks, you can obviously make a lot of money."

“Guess how many boards there are in ‘Blue Stone Heavy Equipment’?”

"Can you at least be able to do it tomorrow?"

“I really don’t know where the ultimate height of such a super concept leading monster stock will be. After all, it is possible to rise no matter how high it goes!”

"At least 20 boards or more."

"As for the Blue Stone Reloading check, I can only say that the sky is the end of this check."

“I feel that after this check’s continuous daily limit and continuous above-expected performance, the value of the entire ‘sub-new stocks’ and ‘military industry’ mainline concept stocks has been revalued.”

"That's for sure. Aren't the main lines of 'military industry' and the 'sub-new stocks' sector leading the gains today?"

"Throughout the morning, 10 new stocks hit their daily limit. Can you believe it?"

"This is the power of valuation restoration. I've said it before... the market prices of the two core main lines of 'infrastructure' and 'military industry' have definitely not reached their peak."

"There should be another wave of main promotions, right?"

"At least we have to wait until this wave of main ascension is over before we can judge whether it has reached the top."

"In April and May, the first concentrated riots on the main line of 'big infrastructure' should be regarded as the first wave of main rises, and then the main lines of 'big infrastructure' and 'military industry' launched at the end of June should be regarded as the second wave. Now the 'military industry' is undergoing a general riot and the 'Blue Stone Heavy Equipment' has caused a revaluation of stock values ​​in related fields across the market. This should be considered the third wave, right?"

"You can calculate it this way. According to the wave theory, the three waves have the largest increase."

"Indeed, there is no doubt that we will continue to hold shares firmly and continue to be long on popular main lines such as 'infrastructure' and 'military industry.'"

"At present, relying on the popular main lines such as "infrastructure" and "military industry", following the trend, there is no risk at all, just buy it without thinking."

"At least before the market trend of the "Blue Stone Heavy Equipment" check ends, the main line of "military industry" and the chips in the direction of "new stocks" can still be bought at will, and there is a high probability of making money."

"At present, Mr. Su's "Wealth Road" seat has not appeared on the Dragon and Tiger List of the two cities, so there is no need to panic."

"At least we have to wait for the Shanghai Composite Index to break through 3,000 points."

"Yes, the Shanghai Composite Index has reached the door of 3,000 points, there is no reason not to break through, not to mention that the current trading volume of the two markets is almost 500 billion, and the power of breakthrough is completely sufficient."

"Just wait and see, this wave of the Shanghai Composite Index will definitely break through 2,500 points like before."

"Obviously, it feels like the bull market has come."

"It's not a bull market, but it's better than a bull market. Anyway The market's money-making effect is not bad, and short-term trading is no longer a trap. "

"It seems to be true. Even if you make a mistake, the 'nuclear button' will not appear the next day. The one-word soul-breaking sword has not appeared for a long time, right?"

"The one-word soul-breaking sword has not appeared for several months."

"This is the proof that the market is obviously strong. Hehe... At this time, you should be confident and bold to chase hot spots and do leading stocks."

"It must be. I have already reached 200% of the position."

"Full warehouse and full financing have been prepared for a long time, waiting for the Shanghai Composite Index to break through 3,000 points and waiting for the outbreak of the bull market."

"I seem to be able to see the grand occasions of 2006 and 2007. I feel that the biggest main rising market is obviously still behind. I feel that 'buy is earning' in the market is about to become a fact."

Amid the heated discussions of the crowd...

With the 'military industry' main line creating a new high in this round of rebound and a new annual high.

With the full outbreak of the 'big infrastructure' main line, the hot money-making effect has once again gathered.

With the continuous hype of the "new stocks" in the stock "Lanshi Heavy Equipment" and the continuous performance beyond expectations, a shocking trend of daily limit rise has been created.

As the Shanghai Index is getting closer and closer to 3,000 points.

With the turnover of the two markets, the trading volume of core stocks continues to increase step by step.

Under these many factors, the enthusiasm, long-term sentiment, and trend-following sentiment of the vast investor groups in the two markets have returned to the peak of the market, and once again entered the stage of excitement and excitement.

And in this extremely excited and excited investment sentiment and hype sentiment.

After the news and emotions brewed in the afternoon.

When the time moved to 1 pm, the two markets welcomed the reopening.

As soon as the market opened, whether it was the index, or the sectors that performed strongly in the morning, such as "infrastructure", "military industry", "new stocks", "nuclear power", "Eurasian Economic Belt", "New Era Road, Maritime Silk Road", "Central SOE Reform and Restructuring", "Shanghai Free Trade Zone", etc., which received large-scale inflows from the main capital groups, all showed further explosive upward trends.

And when these sectors moved further and exploded in volume.

The corresponding core concept stocks, weighted component stocks, leading concept stocks... all refreshed their intraday highs, and went out of a straight-line pull-up, and various funds swarmed to buy.