Chapter 575 The Journey of the Bull Market (Twenty)!
In addition to the index performance, the market showed obvious signs of shrinking volume in the half-day transaction compared with yesterday.
At the same time, the popular industry sectors and concept sectors that attracted much attention in the previous few trading days have all retreated and adjusted today, whether in terms of market trends or the discussion enthusiasm of the market investor group. The unpopular industry sector "port shipping", which had received less attention before, became the core hotspot of the entire market this morning, ranking first in the industry sector growth list of the two cities, and quickly attracted the attention of countless investors in the market.
Similarly, the check "Yinkou Port", which belongs to the "port shipping" sector, has gone out of the two-day trend this morning.
After the midday closing, the market's discussion enthusiasm and attention also soared rapidly.
After that, after the mood brewed in the afternoon...
In the afternoon market, the core hot spots began to further converge to the fields of "port shipping", "mechanical equipment", "transportation", "high-speed rail", etc., while the core industry sectors and concept sectors in the fields of "infrastructure" and "military industry" had further cooled down in terms of heat and capital following, and the corresponding hot stocks showed a trend of high-level shrinking and oscillating.
Finally, at the closing time at 3 pm.
The Shanghai Composite Index was still fixed at 2395.79 points, up 0.31%, while the Shenzhen Composite Index and the ChiNext Index fell by 0.23% and 0.49% respectively. Compared with yesterday, the overall market turnover was reduced by nearly 10 billion.
Overall, although the index performance was not satisfactory, the overall money-making effect of the market was not bad.
The sectors of "port shipping", "machinery equipment", "transportation", "high-speed rail" and so on are all in the red, which completely took over the funds sold from the core sectors and core hot stocks in the major main line areas of "technology growth", "infrastructure" and "military industry".
At the same time, the market has also made deeper development in the changes of concept themes.
In particular, the major macro-concept themes of "reform and restructuring of central enterprises and state-owned enterprises", "Eurasian Economic Belt", "New Era Road and Maritime Silk Road" performed very well today. In the entire theme field, about 70% of the stocks have achieved red market rise.
Of course, in the overall trend of individual stock performance.
The market still shows that most of the hot stocks have retreated, and a number of low-priced stocks that have obviously underperformed the market index before and can catch up with the market's hot main line and core concept themes have made up for the rise.
In general, the market is in the situation of divergence of themes and further in-depth development of hot main lines.
It is vaguely making a high-low switching trend.
The general rebound of low-priced stocks has made the index look not very good, but for retail investors, the profit effect is quite high.
After the market closed, facing the market's performance today.
Although everyone is somewhat disappointed that the Shanghai Index failed to further hit 2,400 points, in the case that more than half of the stocks in the market as a whole closed in the red, everyone's optimistic attitude towards the future market has not changed much in the heated discussion.
Even, there are many hesitant investors off the market.
Seeing that some popular core stocks in the two main lines of the market, "infrastructure" and "military industry", have finally shown a slight correction trend, they are obviously unable to hold back and want to enter the market to grab shares, for fear that after the adjustment of the two main lines of "infrastructure" and "military industry" and the corresponding core stocks, they will miss the market again.
In addition to the emotional changes and expected changes in the direction of retail investors in the market.
At the macro level of the market, the regulatory authorities are still releasing market benefits from time to time. Asset management institutions, securities companies, financial media, and stock analysts are still summing up a bunch of logic based on market trends and firmly optimistic about the market outlook.
In this situation where the sentiment of retail investors and the macro level are continuously turning to the bullish direction.
The expectation of a breakthrough in the market outlook is also getting stronger and stronger.
As time passes after the closing, at 5:30 pm, the Dragon and Tiger List of the two cities was announced.
Today, the market has shrunk and adjusted sideways, and the number of stocks on the list has further decreased compared with yesterday. There are only 21 stocks on the list, among which, "LeTV", "Chengfei Technology", "Fushun Special Steel", and "Yinkou Port", several popular stocks with high market attention, are still on the list.
Among them, the Dragon and Tiger List of "LeTV" shows that institutions are still net selling, and the net selling amount continues to exceed 100 million, and the attitude of reducing and clearing positions is extremely obvious.
The Dragon and Tiger list of ‘Chengfei Technology’ shows that both hot money and institutions are on the list, and the buying and selling transactions still show a net buying trend, but the net buying amount has decreased compared with yesterday. The disclosed buying and selling seats have a total net buying of more than 17 million.
The Dragon and Tiger list of ‘Fushun Special Steel’ shows that both hot money and institutions are on the list. Among them, institutions are net buying, and hot money is obviously withdrawing. Of course, there is also a well-known hot money seat of ‘Hongqiao Road’, which is doing T in the market. The buying and selling volume is basically the same, which shows that there are certain differences in the market of this check, but it seems that... the market has not ended.
The Dragon and Tiger list of ‘Yinkou Port’ shows that hot money collectively relays to do more, and the net buying amount is still as high as more than 20 million.
In general, according to the Dragon and Tiger list data disclosed by the two cities.
As the most active capital group in the market, the attack paths of hot money are quite obvious. At the same time, it can also be seen that the hype and capital following the main line of 'technological growth' continue to decline, while 'infrastructure', In the field of 'military industry', there were many core stocks and popular concept stocks that surged in the past, but divergences began to appear on the market, and the shock pattern was obvious.
As for the "port shipping", "machinery equipment", "public transportation", "high-speed rail" and other industry sectors that have only fully exploded today, the funds' following trend and speculation mood are obviously heating up.
After the market dragon and tiger ranking data are fully disclosed...
Investor groups from all sides of the market saw that the wealth road of the 'Yu Hang Group' was still missing. At the same time, 'Chunhui Road', 'Four Seasons Road', 'Jiefang South Road', etc. did not appear on the selling seats of popular stocks. They felt in their hearts. The slight worry that I had had was instantly put away.
At the same time, after everyone analyzed the data disclosed by the Dragon and Tiger list.
The direction of their expectations has gradually shifted to the direction of 'port shipping', 'machinery equipment', 'public transportation', 'high-speed rail', etc., which will take over the market during the turbulent stage. At the same time, many securities analysts and well-known industry experts Stock commentators, after logical interpretation of the major macro-policy and conceptual themes of the 'Eurasian Economic Belt', 'Reform and Reorganization of State-owned and Central Enterprises', 'New Era Road, Maritime Silk Road', everyone has expressed their opinions on these major themes. The expectations are getting stronger and stronger, and more and more investors believe that these major conceptual themes will become the main theme speculation direction in the subsequent evolution of market conditions.
"'Eurasian Economic Belt', 'Reform and Reorganization of State-owned and Central Enterprises', 'New Era Road, Maritime Silk Road' are several major conceptual themes, superimposed on 'Military Asset Securitization', 'Macroeconomic Recovery', and 'Large Infrastructure Recovery'" "
After the announcement of the Dragon and Tiger Ranking data, the entire market's emotions and topic discussions evolved. Within the main hot money group of Yuhang, where Su Yu is located, many hot money groups expressed their emotions. At the same time, they also clearly anticipated the market outlook. In these main line expectations With support, it probably won't be too bad.
"Yes! Market expectations are converging on these relatively macro themes and concepts, and then the market space will really come out."
"These main topics mainly cover stocks in the two main areas of 'infrastructure' and 'military industry', right? I feel that they are not related to the small and medium-cap 'growth stocks' in the direction of the Shenzhen Stock Exchange Index and the GEM Index. This should be able to It means... once market expectations shift to these major themes, the overall market trend pattern will still maintain the current "28th market trend" pattern, right? "
"That should be the case. After all, the main theme of the macro concept of 'reform and reorganization of central and state-owned enterprises' is mainly state-controlled stocks. Naturally, it cannot match the 'technological growth' that was previously hyped in the market."
"These core concepts and themes are expected to rise. I feel that on the main board, many blue-chip stocks with low valuations and heavy weights may have the power to rebound upward."
"Yes! The original weighted blue chips in the market have been suppressed in the market due to their large size, heavy lock-in, weak performance growth, limited scale growth and limited imagination in traditional industries. As a result, the valuations of these weighted blue chips have been suppressed in the market. The lowest valuation area has become a depression in market valuation, but now... these core concepts and themes are expected to give wings to these heavily undervalued blue-chip stocks! "
"But these weighted blue chips are very big. Even if they have expectations, ordinary funds can't lift them, right?"
"General main funds cannot naturally lift it. At present... it depends on the main concept and theme logic put forward by the market. Whether the large institutional groups in the market agree with it or not. If they agree, then the continued growth of these large institutional groups will Under the influence of warehouses, the blue-chip market surrounding the "big infrastructure" should come, and as soon as the blue-chip moves... the space for the Shanghai index to rise should be huge. "
"Based on the current state of the market, the positions held by large institutional funds in these traditional blue-chip fields should also be at the lowest level, right?"
"Indeed, according to the previously disclosed annual reports of many heavyweight stocks, it can be seen that the holding levels of institutions in these traditional blue-chip areas are generally at low levels."
"Haha...this is even better."
"Yes, the lower it is, the more necessary it is to increase positions when growth is expected."
"It is almost foreseeable that changes in market conditions in the future should maintain the '28 pattern' trend for a long period of time."
"In the case of institutions doing big business, we can also do it around the core themes that are strongly supported by macro policies such as the 'Eurasian Economic Belt', 'Reform and Reorganization of Central and State-owned Enterprises', 'New Era Road, Maritime Silk Road', right? Just like...'Chengfei Technology' and 'Yinkou Port', I dare say that as the market outlook and expectations further deepen, new concept leaders will emerge soon."
"It is absolutely possible to deeply explore these core themes and concepts and mainline stocks."
"Market expectations are becoming more and more biased towards the main board. It seems that the line of 'technological growth' is indeed dying. Alas..."
"Under such expectations and sentiment changes, although the Shanghai Composite Index has a short-term upward attack, it is suppressed by the overall market capital volume and lacks upward momentum, but the probability of falling and retreating should also be small, right? I feel that the next period of time will be a good time to trade."
"With the support of these core concepts, the logic and expectations of the surge in "Chengfei Technology" should be stronger, right?"
"It must be stronger, haha... It is really wise to take over the third board of this stock today."
"The check of "Chengfei Technology" will most likely rise to the limit tomorrow, right? The fourth board should not be difficult The key is to see if the five-board height has been broken through. "
"Under this market sentiment, if there are three, there must be five!"
"I said long ago that the 'Chengfei Technology' check will become the core leader of the market, haha... it's true!"
"It's been a long time since the market has naturally changed hands for five consecutive boards, right? After the 'Chengfei Technology' check hits a high space, the market situation should be better."
"The logic of 'Chengfei Technology' is very clear, the key is the 'Yinkou Port' check, the logic of the surge of this check... Now I am confused, I always feel that relying solely on the 'Eurasian Economic Belt' and the 'New Era' The hype expectations of the two concepts of "Silk Road on the Road and Maritime Silk Road" cannot support the market of this check."
"I think so too, so I would rather avoid this check and choose "Chengfei Technology" to be safer."
"The check of "Fushun Special Steel" should fluctuate in the future, but I don't know when there will be a second wave of market?"
"The check of "Fushun Special Steel" should be avoided for the time being. The expectations of this check are not as strong as "Chengfei Technology". After the institutions come in, the trend will inevitably become slow."
"You can also explore stocks with pure low-level concepts and expectations of compensatory gains After all, today's market shows some signs of switching between high and low trends. "
"It's harder to dig out potential than to follow the trend!"
"It's hard, but if the market sentiment supports it and the expectation supports it, it's actually easy to do."
Accompanied by the rapid update of the group's messages and the collision of opinions of the hot money bosses in the group...
Everyone thought that the stock of 'Yinkou Port', which was expected to not support two consecutive boards, issued an announcement at around 7 o'clock in the evening that it would use the accumulated provident fund and the large amount of profits retained under the performance explosion last year to carry out a high dividend of 10 for 30 and a dividend of 10 for 3 yuan.
As soon as this news was announced, combined with the previous two consecutive boards of 'Yinkou Port'.
In the market, the investor group that pays attention to this stock and the investor group that followed the trend to buy this stock before, the discussion heat exploded instantly.