Chapter 588 The Journey of the Bull Market (Thirty-Four)!

"That's for sure." Su Yu responded with a smile, "After all, the institutional group, whether in terms of market information channels or market analysis capabilities, is not comparable to the small and medium-sized retail investor groups. In addition, the institutional group The group has a large amount of funds, and its grasp of the main market trend is definitely more acute. "

"Boss, now various funds have basically invested in the two main lines of 'military industry' and 'infrastructure', as well as the 'Eurasian Economic Belt', the 'New Era Road, the Maritime Silk Road', and the 'reform and reorganization of central and state-owned enterprises'. The main lines of core concepts and themes have formed consistent expectations." Wang Can thought for a moment and then continued, "With the future expectations and market value of these main lines, it can accommodate a lot of main funds, that is, these main lines. The expected reversal should be able to drive the Shanghai Stock Index to continue to break upward and successfully hit 2,500 points, right?”

Su Yu responded: "These major main lines can definitely drive and guide the index, but... in the short term, it is still difficult for the index to hit 2,500 points upward."

Zhao Lijun chuckled and said: "As long as the money-making effect of the market, as well as the two main lines of 'military industry' and 'infrastructure', as well as the 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'reform and reorganization of central and state-owned enterprises' It is expected that the main areas of several core concepts will continue to deepen. In fact, the 2,500-point index does not seem to be very important for the time being. "

"Agree!" Zhang Guobing also agreed, "As long as the market's money-making effect is deepening, the expectations of various financial groups for the current core main lines of the market are increasing, and the net capital inflow situation continues, then the market's investment sentiment and Investment confidence will definitely continue to improve.”

"As long as investment sentiment and investment confidence continue to improve."

"Then, those potential investor groups outside the market will definitely not be able to withstand the temptation of the market's money-making effect, and will continuously enter the market to take over the hot mainline market, and this... will bring about continuous market growth. Incremental funds, when the market has continuous incremental funds..."

"Are you still afraid that there will be no market? Are you still afraid that the index cannot continue to rise and effectively break through the 2,500 points above?"

"However, looking at the current situation, the 2,500-point mark of the Shanghai Stock Exchange Index still has a great psychological impact on everyone." Wang Can said, "If the Shanghai Stock Exchange Index has been suppressed below 2,500 points, it feels that there will be no real right-side bull opportunities. , and investors who usually focus on trading opportunities on the right side are still hesitant and do not dare to enter the market on a large scale. "

"But if the Shanghai Stock Exchange Index can break through 2,500 points..."

“It’s natural that there will be a huge boost in mood and confidence at that time.”

"In this way, with the opportunities on the right side highlighted, some potential investor groups on the sidelines should be much more willing to enter the market."

"Breakthroughs in the index are natural. They first have emotions and confidence, and there is a steady stream of incremental capital intervention, and then there is a natural rise in the index and a breakthrough trend at the key resistance level." Liu Yuan does not agree with Wang Can. After thinking about it, he responded, "Of course, the relationship between the two is indeed complementary to each other, but we... At this time, there is no need to deliberately stimulate the market. At this stage, let the market sentiment Natural fermentation allows chips to change hands more fully at this position, which is better for the market outlook. "

"Agree!" Zhu Tianyang also said, "According to what Mr. Su said before, we should maintain static positions at this time, wait for market investment confidence and market incremental funds, and let quantitative changes lead to qualitative changes."

Seeing that everyone disagreed with his point of view, Wang Can thought about it and stopped talking.

After that, as the market data on the Dragon and Tiger List was released, the discussion became more and more intense. In the evening, regulators continued to release positive news to the market, and various institutional analyst groups, financial influencers and other groups also continued to be bullish on the market without thinking. External market trends also continued to fluctuate weakly.

The next day, the market was under the influence of continued bullish sentiment.

As regulators continue to release positive news to the market, further stimulating market speculation and investment sentiment.

Even though the cloud of adjustment in the external market still lingers, the Shanghai Stock Exchange Index still maintains a relatively independent trend, oscillating strongly above the 2,400 point level, and continues to develop and refresh new intraday highs.

While the Shanghai Stock Index is independently strengthening.

The two main lines of 'Military Industry' and 'Infrastructure', as well as the core conceptual themes of 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central and State-owned Enterprises', also continue to attract the market. The inflow of domestic and foreign funds maintained the market's leading position.

And the main line of ‘technological growth’.

Institutions continue to sell off, and internal capital flows are dominated by the two main lines of 'military industry' and 'infrastructure', as well as the core areas of 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central and State-owned Enterprises' Under the influence of the continuous siphon in the main line of conceptual themes, it is obviously weaker than the market trend, showing a pattern of continued weakness and shock.

As for the popular stocks in the market.

After continuous plummeting, the trend of 'LeTV' has finally stabilized slightly and entered an adjustment trend of continuous shrinkage and decline.

‘Chengfei Technology’ continues to rise by the daily limit due to the rapid increase in turnover rate.

After institutions took over the banner of hot money and dominated the market, 'Fushun Special Steel' formed a trend upward pattern of small steps.

‘Beijiang Jiaojian’, a hot concept stock in the early stage, seems to have completely completed its historical mission after the two main lines of ‘military industry’ and ‘infrastructure’, as well as the main lines of ‘Eurasian Economic Belt’, ‘New Era Road, Maritime Silk Road’, and ‘Reform and Restructuring of Central Enterprises and State-owned Enterprises’ have fully emerged. It has continued to pull back from a high position and no longer follows the major indexes to create new highs.

‘Yinkou Port’ is a new hot concept stock.

With the help of the two main concept hype of ‘Eurasian Economic Belt’ and ‘New Era Road, Maritime Silk Road’, the stock price soared, and also followed ‘Chengfei Technology’ to rise continuously, becoming a stock with short-term market attention second only to ‘Chengfei Technology’.

In addition to these hot concept stocks, in terms of weight stocks.

After going out of the bottom, ‘Huaguo Zhongye’ formed a trend of small steps and shrinking volume, and the trend continued to rise.

The trend of core stocks in the "infrastructure" field, such as "China Railway Construction", "China Construction", and "China Communications Construction", is basically the same as that of "China Metallurgical".

In the main field of "military industry".

Stocks such as "China Airlines Optoelectronics", "China Airlines Electromechanical", "Aviation Power", and "China Airlines Electronics" have gradually broken away from the bottom and have gone out of the upward trend. Moreover, in the main line of "military industry", the hype of the two concepts of "domestic large aircraft" and "domestic aircraft carrier" has become more and more popular as the market continues.

As for the main sectors of other traditional fields in the market,

The main areas such as "traditional finance", "nonferrous metal cycle", "petrochemical", "food consumption", "agriculture and animal husbandry" have relatively low valuations and good performance, especially the weighted stocks that can be related to the main concepts of "Eurasian Economic Belt", "New Era Road, Maritime Silk Road", and "Central Enterprises and State-owned Enterprises Reform and Restructuring". As the market continues to perform, they have also begun to receive more and more attention from the main market funds. Many core stocks have a trend of gradually moving up the bottom of stock price support, and even going out of the bottom of the shock.

Finally, the market closed at three o'clock in the afternoon.

The Shanghai Composite Index closed with a slight rise in the trend of continuous positive, while the Shenzhen Composite Index and the ChiNext Index remained flat and volatile.

Afterwards, as the market continued to perform, for the next month, the market maintained this trend pattern with the two main lines of "military industry" and "infrastructure", as well as the main core concept themes of "Eurasian Economic Belt", "New Era Road, Maritime Silk Road", and "Reform and Restructuring of Central Enterprises and State-owned Enterprises" as the main breakthrough directions, the Shanghai Composite Index moved up in small steps, and the Shenzhen Composite Index and the ChiNext Index fluctuated sideways.

Then, when the time came to the beginning of August.

The Shanghai Composite Index has gradually approached the 2,500-point mark, while the Shenzhen Composite Index and the ChiNext Index have basically not changed from a month ago.

At the same time, in the direction of the market's main line.

The expectations of the two main lines of "military industry" and "infrastructure", as well as the main core concept themes of "Eurasian Economic Belt", "New Era Road, Maritime Silk Road", and "Reform and Restructuring of Central Enterprises and State-owned Enterprises" have been deeply rooted in the investor groups inside and outside the market.

In the huge market value of these main lines and the hundreds of stocks involved.

A large amount of institutional funds and incremental funds from the OTC market have gathered.

Such a huge amount of funds have supported the two main lines of "military industry" and "infrastructure", as well as the trends of the two core concept themes of "Eurasian Economic Belt", "New Era Road, Maritime Silk Road", and "Reform and Restructuring of Central Enterprises and State-owned Enterprises", which have become extremely tenacious.

Basically, in the small steps of the Shanghai Stock Exchange Index, these main lines have not had a decent callback.

And in the almost two months of market main line interpretation.

Although the Shanghai Stock Exchange Index has not officially launched an attack on the 2,500-point mark, at the same time, the Shenzhen Index and the ChiNext Index have hardly changed in index points compared to two months ago.

However, in the relatively differentiated market trend.

The relevant industry sectors and concept sectors with the two main lines of "military industry" and "infrastructure", as well as the main concept themes of "Eurasian Economic Belt", "New Era Road, Maritime Silk Road", and "Reform and Restructuring of Central Enterprises and State-owned Enterprises" as the core, whether it is the trend or the increase, have already had the characteristics of a "bull market".

Among them, the cumulative increase of the "defense and military industry" sector index in two months reached 42%; the cumulative increase of the "building decoration", "building materials", "steel", and "real estate" sector indexes in two months reached about 35%; the cumulative increase of the "machinery equipment", "port shipping", "public transportation", "high-speed rail" and other sector indexes in two months reached more than 25%.

As for other non-core industry sectors and concept sectors.

In the past two months, the Shanghai Composite Index has recorded a rise of nearly 10%, and most of them have also achieved positive growth.

Only the "smartphone industry chain" and "domestic software" related concept sectors and industry sectors.

Out of the weak adjustment trend.

As the Shanghai Composite Index continues to strengthen, it has also continued to underperform the market, becoming the main line area where the main funds have fled and abandoned in the past two months.

At the same time, as the Shanghai Composite Index continues to move up in small steps, several core main lines continue to perform.

The market's money-making effect continues to expand.

Although the turnover of the two cities has not shown signs of rapid growth compared with two months ago, the trend of turnover is basically the same as that of the Shanghai Composite Index, which is a small step upward trend. The turnover of the two cities has increased from the previous 120 billion and 130 billion to an average of about 150 billion.

Moreover, the market has changed a lot for two consecutive months, and it has become weaker and weaker under the influence of external trends, and the volume has grown synchronously.

Whether it is the direction of the regulatory level or the direction of market news, the positive news has been continuing.

At the same time, the investment sentiment and investment confidence of the vast number of retail investors on and off the market have also improved significantly compared with two months ago in the continuous rise and strength of the market.

Regarding the "bull market".

Not only the voices of a large number of institutional groups in the market are getting louder and louder.

Moreover, more and more retail investors in the market are beginning to believe in this analysis and judgment.

In this market situation, on Thursday, August 7, the market closed with a continuous rise again, and the Shanghai Composite Index closed with a small step trend of 8 consecutive rises, settling at 2489.37 points, up 0.37%, and the intraday turnover reached 82.279 billion.

And just after the market closed.

In terms of market news, the "Yuhang Investment" company, which is already a first-class echelon of asset management scale in the domestic private equity industry, issued an announcement to the market, intending to announce the holdings of several main funds under its umbrella and the net value performance of the last two months tomorrow, Friday, August 8.

At the same time, "Yuhang Investment" company also announced.

Investing 120 million funds to fully acquire "Anzhao Fund" from "Oriental Group".

As soon as the two pieces of news were released, they instantly set off a storm in the market, and also attracted the attention of countless investor groups.

After all, several main funds under "Yuhang Investment".

It has been a long time since the fund holdings and net value performance were publicly announced.

As we all know, the two main lines of "military industry" and "infrastructure", as well as the core concept themes of "Eurasian Economic Belt", "New Era Road, Maritime Silk Road", and "Reform and Restructuring of Central Enterprises and State-owned Enterprises", in fact, the main force of the "Yuhang System" is the real core driving force of the market. It is also known that this core main force has a far-reaching layout in these major main lines.

With such a far-reaching layout, everyone is naturally very curious and looking forward to how much profit this institution has made in these major main lines? What level has the net value reached?

At the same time, I also want to know...

Can the market investment myth continued by Su Yue and the fund performance myth of the "Yuhang System" continue?