Chapter 419 Just One Step Ahead of the Market Is Enough!

Then, the next moment, at 1:01.

Under the huge amount of buying attacks, Beixin Road Bridge hit the daily limit, completing the trend of the ground-to-ceiling board, with an intraday amplitude of more than 20% and a turnover rate of more than 20%.

At 1:02, Beixin Road Bridge closed the daily limit, completing a comprehensive reversal from the limit down to the limit up. At the same time, due to the reversal trend of Beixin Road Bridge, the most popular stock in the two cities, the rest of the previous popular stocks such as 'Beijiang Jiaojian, Shibei Hi-Tech, Shanghai Sanmao, Shanghai Steel Union, Chongqing Development, Financial Street', etc., were all driven up, and the stock prices rose straight.

At 1:03, Shanghai Steel Union, with a straight-line rise, jumped 8 points in one minute, closed the daily limit, and became the first popular stock to follow the trend of the daily limit after Beixin Road Bridge went out of the ground-to-ceiling pattern.

At 1:04, due to the straight limit-up trend of Shanghai Steel Union, the concept sector of "Internet Finance" was further attacked by various funds in the market. A series of concept stocks such as Jinzheng Shares, Tonghuashun, Hengsheng Electronics, Changliang Technology, Yinjie Shares, Great Wisdom, Huake Jincai... all had a straight-line pull-up abnormal movement.

At 1:05, the real estate concept sector index rose by more than 3%. In addition to the daily limit of Jinhu Group, popular stocks Gemdale Group and China Fortune Land Development also rose by more than 5%.

At 1:06, the entire concept field sector of the two main lines of "infrastructure" and "state-owned enterprise reform" was fully linked, and the growth of related concept sectors broke through to the top of the two cities' growth list.

At 1:07, the growth of China Metallurgical Group also reached the 5% mark, and the entire building decoration and building materials sector launched a comprehensive counterattack.

At 1:08, the steel and cement sectors also began to move frequently.

At 1:09, Bayi Steel's increase jumped to 7%, Huaxin Cement's increase exceeded 5%, and Conch Cement's increase exceeded 4%.

At 1:10, with the market rapidly counterattacking throughout the afternoon, and the active funds in the market following the trend, the Shanghai Composite Index's intraday increase exceeded 1%, returning to above 2335 points, and the growth of the ChiNext Index and the Shenzhen Index jumped to about 1.5%, which was a great change from the previous gloomy situation and the momentum of reversing last week's decline.

At 1:17, after the Shanghai Composite Index hit a maximum of 2346.77 points, it began to be exhausted and walked out of a slow decline and slight adjustment trend. At the same time... the time-sharing volume of the two markets, after a rapid outbreak of more than ten minutes, gradually shrank again and returned to normal.

At 1:28, the Shanghai Composite Index slowly fell back to 2332 points and encountered support, and then began to slowly turn around and attack. Of course... the strength of the index's upward attack at this time, whether in terms of volume change or trend slope, was far worse than the ten minutes of the afternoon opening.

At 1:35, the Shanghai Composite Index briefly rebounded to around 2337 points, and then began to fluctuate between 2335 and 2345 points.

More than half an hour later.

The index no longer set new highs, and the two markets no longer saw concentrated and rapid volume explosions.

In today's hot intraday trading, the main line areas of "infrastructure", "state-owned enterprise reform", "Shanghai Free Trade Zone", "Internet finance" and other main line areas, except for a number of popular stocks in the field, still maintained a strong state, and the trading on the market was extremely fierce. Most of the other core component stocks showed a lack of upward momentum, and the trading volume on the market gradually declined, and could only maintain a high intraday oscillation trend.

Then, when the time entered the late trading stage after 2:30 pm.

The high-level follow-up effect of the two markets began to weaken further. In terms of the overall buying and selling orders, the selling orders took the initiative again, suppressing most stocks and indexes from gradually falling from the intraday high area. Among them, the Shanghai Sanmao check, after the market pattern of the two markets obviously weakened, slipped from the intraday 6-7 point increase position to the flat position in a few minutes, and the strong and weak situation was reversed again.

"That should be it today?"

Seeing that the trading time of the two markets has slid to 2:40, at this moment, Yuhang, Yuhang Investment Company, in the fund trading room, Li Meng observed the market and said: "According to our judgment in the early trading, except for a few stocks that have exceeded expectations, the others are basically within our judgment range. Sure enough... Although the market has made a good intraday rebound, it has not been able to reverse the decline on Friday and truly restore the market's confidence and sentiment."

"But it is not bad to be able to play this intraday space." Su Yu continued, "Beixin Road Bridge The floor-to-ceiling board is still somewhat unexpected. "

"Yeah!" Li Meng responded, "Indeed, but although Beixin Road Bridge's check has hit the floor-to-ceiling board today and has fully driven the market's hype in the afternoon, in terms of the market's own high-chasing sentiment and willingness, the premium space for this floor-to-ceiling board tomorrow should not be large, right?"

Su Yu nodded slightly and said, "Basically there is no premium space, so I said that it was somewhat unexpected that this check could close the board in the afternoon."

"Oh, by the way, the Dongfang Fortune check rose to the limit today, which is really surprising." Li Meng said again.

Su Yu smiled and said, "It is estimated that some good news has been leaked within the group, such as a heavy bet on the fund trading platform website. "

In the financial trading market, there is no wall that is impenetrable.

He was able to get so many things out of his conversation with Zheng Likun, the general manager of the Oriental Fortune website, last night, and initially set a 2 billion investment plan. It is not surprising that some other major funds in and outside the market, who are very sensitive to information channels and have excellent insights, realize the investment value of this company at this time point.

Therefore, he is not as surprised as Li Meng about the daily limit of Oriental Fortune today.

"In fact, the most dynamic sector on the market today is the 'Internet Finance' sector driven by the 'Oriental Fortune' check." Liu Yuan pondered for a moment and continued, "Shanghai Steel Union, Huake Jincai, Yinjie Shares, Changliang Technology... show signs of regaining their former glory, and the long-term trend of this concept sector is better than the two main lines of 'infrastructure' and 'state-owned enterprise reform' that have just fallen from the high point of speculation! Master... do you think the 'Internet Finance' concept sector has the possibility of taking over the next market?"

"Today, the Shenzhen Index and the ChiNext Index are slightly stronger than the Shanghai Index."

"The active funds in the market, in the multi-faceted attack, the funds that go deep into the 'growth stocks' field in the SME Board and ChiNext are no longer a minority."

"Also Yes, according to the industry fundamentals we have. "

"Major domestic financial institutions, whether banks, securities, or insurance systems, have already been following up on the development of mobile APP platforms. This should have a huge explosion in the demand for the main business of a group of A-shares, such as Huake Jincai, Hengsheng Electronics, Jinzheng Shares, Yinjie Shares, etc., which are mainly engaged in financial software development. There is a certain expectation of performance explosion here. "

"As for securities trading platform companies such as Tonghuashun, Dongfang Fortune, and Dazhihui. "

"In fact, in the process of everyone's trading and viewing methods gradually shifting from PC to mobile smart terminals, there is also a huge incremental space. In the future, whether it is the expansion of business scope or the growth of performance, or the concept There are also stories to tell about the concept. "

"In general..."

Liu Yuan paused and continued: "'Internet finance' has great investment opportunities in the future, and this sector has basically been cut in half since last year's high point. Many core stocks have returned to the bottom range before they were hyped last year, and the relative valuation has also come down. "

"I think if the market continues to adjust, or in the adjustment cycle of the two core main lines of 'infrastructure' and 'state-owned enterprise reform', funds will switch from the main board of the Shanghai Stock Exchange Index to the 'growth stock' field headed by the SME Board and the ChiNext Board, then there is a high probability that the concept field of 'Internet finance' will have a huge excess profit investment opportunity. "

"Hmm!" Su Yu nodded slightly after listening to Liu Yuan's analysis, and said with a smile, "In our company's fund analysis room, there is an industry researcher who issued an investment analysis report on the direction of 'Internet finance', which is very similar to what you just said."

"Really?" Liu Yuan was a little surprised, "Which report?"

Su Yu replied: "It is included on the company's internal website. You should know it if you search it."

"But..."

Su Yu paused and said: "From the perspective of changes in industry fundamentals and industry demand trends, the subsequent investment value in the field of 'Internet finance' is indeed still huge, but looking at the current market, the right investment buying point has not appeared."

"First of all, the focus of market investors is still on the main board."

"Secondly, although the market valuation level in this field has been halved compared to the peak of speculation last year, it is still nearly 1 times higher than other sectors in the entire market. The PE valuation of each component stock is basically around 100 times, which cannot be regarded as a valuation advantage."

"Such a valuation level is necessary to have excess returns. ”

“That requires an explosion of industry demand and foreseeable future performance, strong enough expectations, and large enough imagination space. It is best if such expected signs have already appeared, and the stock prices of related stocks can be generally recognized by funds inside and outside the market, ushering in a turning point. ”

“Finally, we just need to be one step ahead of the market. ”

“Too early to guess the possible changes in market trends and market trends, either you can't wait for this market trend, or you will waste too much time and opportunities in waiting. ”

“In the field of ‘Internet finance’, there will definitely be investment opportunities in the future.” Su Yu made a judgment after analysis, “But this future investment opportunity is definitely not now. What we should do now is to follow the market trend, observe more, examine more, and then wait for the next main line market turning point to appear. ”

“Okay! 'Liu Yuan nodded after hearing Su Yu's analysis and answer, and didn't say more, and turned his attention back to the trading disk of the two cities.

After a brief conversation among the people in the trading room...

At this time, the market's trading time has entered the trading period after 2:50, and there are less than 10 minutes before the official closing.

At the same time, the Shanghai Stock Index has fallen back to around 2330 points, and the increase has shrunk to less than 1%. A number of concept sectors in popular main concept fields such as 'infrastructure', 'state-owned enterprise reform', 'Internet finance', and 'Shanghai Free Trade Zone' , have also shown a trend of falling back from high levels. Only a few of the early popular stocks still maintain relatively intense trading conditions and maintain a strong state.

Finally, when the market closed at 3 p.m.

The Shanghai Index was set at 2329.33, up 0.68%, while the Shenzhen Index and GEM Index rose 0.72% and 0.79% respectively. The two cities had a total transaction volume of 125.649 billion. Compared with the last two trading days last week, the entire transaction volume has declined. Still maintained at a high energy level.

In addition to the performance of major indexes, there are also main line areas, sector performance, and individual stock performance.

I can see that the two core themes of 'infrastructure' and 'state-owned enterprise reform', which suffered continuous massacres in the last two or three trading days of last week, can be said to be the return of the king today. Not only did they reverse from the deep waters in early trading, but they also led the index to turn red with force. A strong local money-making effect has emerged, and within these two core main lines, the two major industry sectors of real estate and construction and decoration still have a final closing increase of more than 3%.

Of course, a number of popular stocks in these two core main areas performed even more brilliantly today.

Checks such as Kumho Group, Beixin Road and Bridge, and Huaxin Cement all closed their daily limits. Among them, Beixin Road and Bridge even broke out of the tyrannical trend. The core leading positions of the two cities are unshakable. At the same time, they also allowed stocks to fall to their daily limits in early trading. On the market, countless investors who sold their chips on this stock were filled with regret and jumped out of anger.

In addition to the two core counterattacks of ‘infrastructure’ and ‘state-owned enterprise reform’.

Today, the trend of a number of 'growth stock' concept stocks on the Small and Medium Enterprise Board and GEM is also remarkable. Among them, the stock 'Oriental Fortune', with its daily limit trend today, instantly became one of the top five stocks in the two cities. The popular core stocks have attracted the attention of countless investors.

Generally speaking, despite today's trend, the index fell a little in the late trading stage, but the entire rebound trend, from the sharp low opening and falling in the early trading to the final red closing, is still very encouraging and gives investors a The groups bring new hope and confidence for the future.

And faced with such a closing result...

Before 5:30 pm, the new dragon and tiger list was announced.

Many investor groups in the market, as well as analysts from various financial media and asset management financial institutions, have completely turned from short to long, claiming that "the market adjustment is over and a new market journey is beginning." At the same time... on the market, Everyone’s interpretation of the news about the IPO restart has strangely become gradually more positive.

And at the same time.

The sentiment of the entire market is also rapidly diverging under today's rebound that slightly exceeded expectations.