Chapter 570 The Journey of the Bull Market (Fifteen)!

However, even if the number of stocks on the list has decreased, the overall transaction volume has not decreased, but has increased slightly. At the same time, popular stocks such as LeTV, Fushun Special Steel, Chengfei Technology, and Beijiang Communications Construction are also on the list.

Among them, LeTV's Dragon and Tiger list shows that institutions sold 61 million net, and small and medium-sized hot money bought 21 million.

Fushun Special Steel's Dragon and Tiger list shows that active hot money seats in the market are still participating in the relay. Of course, there are also one or two active hot money that have stopped profit and exited. In addition to the hot money relaying each other, institutional seats are also on the list today, buying more than 11 million.

The Dragon and Tiger list of Chengfei Technology shows that the net purchase of active hot money in the market is as high as more than 51 million, of which the purchase amount is more than 70 million and the sale amount is more than 20 million, which proves that the main funds are optimistic about this check. At the same time, it also shows that the buying and selling funds of this check today are mainly the main force entering, while the pattern of retail investors leaving also shows that there is still a certain market space for this check in the future.

The Dragon and Tiger list of Beijiang Jiaojian shows that the net selling amount of active hot money seats is more than 18 million, and the trading volume has increased significantly compared with the previous day. This shows that the most active hot money group in the market has low expectations for this check. Basically, they are taking profits when they see good results and stopping profits at high positions. Fortunately, the "Fortune Road" seat that everyone is worried about did not appear on the selling list of this check, adding a touch of vitality to the subsequent market trend of this check.

Of course, in addition to these four popular stocks that have attracted much attention...

For other popular concept stocks, as long as they belong to the main line areas of "infrastructure", "military industry" and "technological growth", the net buying capacity of the Dragon and Tiger list funds, the active participation of the main hot money, etc., all show a polarized phenomenon. That is, from the disclosed Dragon and Tiger list alone, it can be clearly seen that the funds from all walks of life in the market are still converging towards the main lines of "infrastructure" and "military industry".

In addition to a number of popular concept stocks.

Today, a stock called "Yinkou Port" belonging to the "port and shipping" sector also performed quite sharply on the Dragon and Tiger list, attracting the attention of many investor groups.

I saw that this check closed at the daily limit price with an intraday amplitude of 13% today.

According to the disclosed Dragon and Tiger List trading data and trading seats, it can be seen that institutions have net bought more than 37 million funds, and the total trading funds of the entire Dragon and Tiger List trading seats have a net purchase amount of more than 46 million, second only to the listed stocks "Chengfei Technology".

Of course, with a net purchase amount of up to 46 million.

Among the disclosed trading seats, there are no well-known hot money seats and private equity trading seats such as "Fortune Road" and "Jiefang South Road" that are familiar to the majority of investors in the market, but even so... this check is worthy of the attention of many smart investors.

After all, the net purchase of large funds reached 46 million.

It is enough to show that in today's trend of this check, a large part of retail funds have been cleaned, and the internal chip structure is rapidly concentrating on this logical point.

Moreover, in the absence of any rumors, this check has risen straight from the bottom, spanning 13 points and blocking the daily limit.

It is very likely that this check has potential benefits in the future market.

After all, a low-profile and unpopular stock that has been fluctuating at the bottom for a long time suddenly released such a huge amount of energy. Without the support of potential favorable factors, the funds that pulled the market still dare not act so recklessly.

"Looking at today's Dragon and Tiger List data, Mr. Su's "Wealth Road" continues to lock positions."

After the market Dragon and Tiger List data was refreshed, the discussion among the vast number of retail investors in the market became more intense and heated.

"The top hot money seats such as Jiefang South Road, Chunhui Road, and Siji Road seem to have locked positions today."

"Everyone locked positions, this should be a good thing, right?"

"It is definitely a good thing, which proves that the bosses are still optimistic about the two core themes of "infrastructure" and "military industry" that have exploded."

"It's a pity that "Hengsheng Electronics", "Huayi Brothers" and "Netspeed Technology" are not on the list, otherwise the Dragon and Tiger list must be exciting. There are also "Huaguo Zhongye", "Huaguo Railway Construction", "Huahang Optoelectronics" and other popular large-cap stocks that are not on the list. The amplitude of these stocks is very large today, and the difference in funds on the market is also quite obvious. If they are not on the list, we will have no idea of ​​the motivation of these funds, and we will also have no idea who is buying them. Who is selling? "

"How can I disclose so much information to you? If so, the big guys will have nowhere to hide."

"Be content. Overall, through today's Dragon and Tiger List data, we can already see a lot of things in the market. At least the "Technology Growth" line has not stopped its downward momentum at all. It will definitely continue to fall in the future, especially the "LeTV" check. The institutions are cutting their positions fiercely. "

"Before, everyone said that the trend of stocks held by institutions would be relatively gentle. Now, looking at "LeTV", a core weight stock of the Growth Enterprise Market with concentrated holdings by institutional groups, and the growth leader stock of the "Technology Growth" main line, where is the so-called gentle trend reflected? "

"Hehe... This is naturally reflected in the limit down board. "

"Today, 'LeTV' closed the limit early. In fact, it didn't release much energy at all. The trend of this check tomorrow is probably terrifying."

"Indeed, today on LeTV's Dragon and Tiger list, basically all the sellers are institutions. I'm afraid these institutions will have to continue selling positions on the floor tomorrow, right? Think about the people gathered on the stock of 'LeTV'. The number of institutional holdings totaling several billions is really terrifying!”

"This is the tragic scene of stocks with heavy institutional holdings after the underlying investment logic of the stocks has been shaken!"

"Institutions have completely cut their positions, and LeTV's check has obviously lost some value."

"According to this trend, 'LeTV' may have to hit the limit three times, right?"

“There is a high probability that it will hit the three-limit limit, and after three limit-downs, there is a high probability that it will continue to fall, and the stock price will continue to reach new lows. After all, institutional groups with billions of positions will continue to cut positions. In the short to medium term, it is difficult to see the stock price. At the end of the adjustment, and after the core stock of 'LeTV' completely collapses, it is basically impossible for the 'technology growth' line to reverse in the short to medium term."

“Indeed, after all, with the lessons learned from ‘LeTV.com’, the current market valuation is still high, with valuation conditions that are several times higher on average than the main board weighted blue chip and white horse stocks. No one can be sure of the next investment logic. Which stock will collapse?"

“Once the main large-capital group in the market no longer trusts the investment logic of a major main line direction, and even feels that it is extremely risky, there is no doubt that...the main funds will definitely flee this field unconditionally, thus gathering Towards safer and more profitable main line investment areas.”

"Comparing the main line of 'technological growth', if we want to say that the valuation is lower, safer, and the main line of investment has better profit-making effect, then there is no one more suitable than the main line of 'big infrastructure' and 'military industry'? Look at today's According to the market trend reaction and the Dragon and Tiger List data, in fact, large funds from all walks of life are indeed converging on these two main areas.”

"That's for sure. Isn't it true that the Dragon and Tiger ranking data for the two checks 'Chengfei Technology' and 'Fushun Special Steel' performed so strongly?"

"It seems that the market conditions in the 'military industry' and 'large infrastructure' lines will continue for some time."

“In the absence of new main hot spots and major theme directions in the market, there should be no doubt that the market for ‘military industry’ and ‘infrastructure’ will continue.”

"By the way...what logic does 'port shipping' follow today?"

"The 'Port Shipping' sector should have been driven purely by the daily limit of 'Yinkou Port' today, right?"

"Then what's the logic behind the 'Yinkou Port' check?"

"Who knows, but... I feel like 'port shipping' should also be part of the main line of 'big infrastructure', right? Is it also following the expected main line of 'infrastructure recovery'?"

"Isn't it the main line of the 'free trade zone'?"

"If it is the main line of free trade zones, then how come there is no movement at all today among the many regional free trade zone concept stocks in the Pearl River Delta and Yangtze River Delta?"

"The logic of this check is completely unclear at the moment. Let's wait and see how the market outlook performs!"

"It makes sense. If there is really hard-core logic, there is no way that the 'Bank Port' check will only have one market price. And if there is only one market market, it will probably be just the main funds trapped in it to save themselves. Through' "The east wind of infrastructure construction is just an 'oversold rebound' to induce the market."

"Rather than guessing the logic of 'Yinkou Port', I think it is better to do 'Fushun Special Steel' and 'Chengfei Technology'."

"I feel that 'Chengfei Technology' is going to become a new concept leader in the market. After all, the restructuring expectations of this check are too strong, and the company is also blowing the news and cooperating with the fund speculation, and 'Fushun Special Steel' is more Fundamentally, demand is expected to surge, but the story is still far behind.”

“‘Fushun Special Steel’ is suitable for institutional leadership, while ‘Chengfei Technology’’s expectations will be realized faster.”

"Hey, but overall, market capacity is still a problem, and if the 'technological growth' line continues to weaken, relying solely on the logic of the two main lines of 'infrastructure' and 'military industry' on the Shanghai Stock Exchange's main board, I’m afraid it will be difficult to support the entire market upward, right?”

"If the overall market trend is to rise, the trends of the Shanghai and Shenzhen stock markets must not be too divisive."

"Referring to the market trend in the second half of last year, in fact, as long as the 'technology growth' line falls back briefly, the volume and energy decline, and stabilizes, the upward pressure on the Shanghai Stock Exchange Index will be less."

"Regardless of whether the Shanghai Stock Exchange Index can independently break through upward, stocks in the main line of 'technological growth' in small and medium-cap stocks cannot wait any longer."

"If the logic of the 'big infrastructure' line can continue to diverge and draw out more main lines of investment logic and hot topics, then with the improvement of the market's money-making effect, the lack of capacity will attract potential investor groups outside the market. As you continue to enter the market, you should be able to make up for it gradually, right?”

"According to this logic, it should be possible."

"But if the market develops like this, the subsequent market trend will not be a sharp rise."

"It is impossible to rise sharply. The slope of the Shanghai Composite Index's upward trend is obviously much lower than that in April and May. However, the trend is slower, and the index breaks through slowly with two steps and two turns. I think the foundation is more stable. In this way, the probability of breaking through the 2,500-point pressure mark above is also greater. If there is a sharp rise, the active funds and expectations of the market will be consumed in an instant, and the market outlook will be dangerous."

"That makes sense, I agree..."

Accompanied by the fierce market discussion.

Everyone's investment views and expected directions are also further shifting from the main line of "technological growth" to the main board's "infrastructure" and "military industry" directions, and even the entire main board's weighted blue chips, high-performance white horses and other fields.

Even among a large number of market institutions and brokerage companies.

Some radical analysts and institutional fund product managers have shouted out the investment views of "market value revaluation" and "the return of the king of value investment" in the usual public bullish voices, calling on everyone to stay away from all so-called "technological growth" stocks with a valuation of more than 100 PE, and actively deploy low-valued infrastructure, finance, consumer white horses and other market weight stocks that can reflect core values.

At the same time, among the public bullish voices.

I don't know whether it is the intentional promotion of the regulatory authorities or the spontaneous behavior of the institutional groups, the call for the market's "bull market" has gradually become noisy again, and many institutions have also begun to pull some so-called macro logic and many market positive factors to interpret the view that the "bull market" is coming.

But whether it is due to the intentional promotion of the regulatory authorities or the spontaneous behavior of the institutional groups.

In the whole market, the strong bullish voices gradually accumulated, when everyone's investment preferences refocused on the main board weight blue chips, performance white horses and other core stocks, as if moistening things silently, the sluggish investment confidence in the market has once again gradually recovered under the influence of the market's short-term speculation sentiment and the bullish voices of institutions and media.

Under this market atmosphere and the evolution of market sentiment.

Even in the evening, when the US stock market and the entire peripheral market fell into a correction trend again.

The next day, the sentiment of the A-share market did not subside much, and at the beginning of the call auction, it still maintained a general slightly higher opening trend of the entire market.

That is...'Technology Growth' is the core market main line that has attracted countless chasing funds in the early stage.

Under the influence of 'LeTV' opening a limit down at the beginning of the call auction, the trend of individual stocks in the main line field is generally ugly.

"Hey, boss, it seems that the market's resilience has become interesting as emotions evolve and deepen." At 9:16, in the main fund trading room of Yuhang Investment Company, Wang Can saw that more than half of the nearly 2,000 stocks in the market had opened high in the red. With a smile on his face, he said, "When this kind of resilience and expectations gradually take shape, the many hesitant potential investors outside the market will not be able to hold back their desire to make money, and will follow the trend of market sentiment and continue to enter the market slowly, right?"