Rebirth of the Investment Era

Chapter 595 The Bull Market Comes Earlier than Expected (Part 7)!

In the evening, the U.S. stock market also closed higher one after another, further catalyzing market sentiment.

Over the weekend, good news from regulators also came one after another, directly adding fuel to the hot market.

Then, when the time arrived on Monday, August 11, the Shanghai Stock Index continued to open higher and move higher, and the main lines of market investment were the two major industry 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" are the core, and continue to spread to other traditional industry sectors and other investment main lines.

At the same time, the main line of ‘technological growth’, led by the small and medium-sized boards and the GEM, continues to see a rebound.

Among them, the stocks held by the 'Yu Hang Series' announced last Friday have been specially sorted out by major trading platforms into a 'Yu Hang Series Concept Stock' section. At the beginning of the opening, this concept section was criticized by the market. With the unanimous support of all major active funds in the market, all component stocks opened significantly higher, and it was a concept sector that directly led the market higher after the market officially opened.

"Damn it, is this market crazy?"

Seeing that after the index broke through 2500 points, it continued to open higher and move higher without any correction at all. In the Yuhang main hot money group where Su Yue belongs, some group members exclaimed: "It's terrifying that this amount can explode, and 'infrastructure' , 'Military Industry', the two major industry main lines, as well as the 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Central and State-owned Enterprise Reform and Reorganization', several core conceptual main lines. This trend... is too strong? Not only are concept stocks moving, but heavyweight stocks are also rising in volume, with no sign of a correction at all.”

"Mr. Su's influence on the market is truly terrifying! It's almost explosive."

"It's mainly about the two main industry lines of 'infrastructure' and 'military industry', as well as the expectations of the 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'reform and reorganization of central and state-owned enterprises', okay? Mr. Su is also planning according to the market trend.”

“Indeed, the main lines of investment in these core markets have a steady stream of benefits.”

“This shows that the regulators also want the market to go bullish!”

"Looking at it this way...it feels like Mr. Su has clearly become a sharp blade in the hands of regulators to stimulate market conditions."

"You could say the same thing."

"The 2,500-point pressure level of the Shanghai Stock Exchange Index has been substantially broken through. The follow-up space...can at least see 3,000 points, right?"

"Whether the Shanghai Stock Exchange Index can reach 3,000 points still depends on the two main industry 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'" Is the market performance of the main line of big core concepts? "

"How do I feel about the market trends of the two main industry lines of 'infrastructure' and 'military industry', as well as the main lines of core concepts such as 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road' and 'Reform and Reorganization of Central and State-owned Enterprises'" , this time... just started the main promotion? "

"I feel that way too."

"However, the two main industry lines of 'infrastructure' and 'military industry', as well as the main conceptual themes of 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central and State-owned Enterprises', are obviously progressing. When I joined Shenglang, I felt that the main trend of the market was still moving deeper. Today, the two lines of 'Big Finance' and 'Big Consumption', as well as the 'Internet Finance' sector, are doing very well! "

"Funding spillover effect, this is normal."

"It's not just the spillover effect of funds from the main line. I feel that the overall market expectations are also changing."

"Yes, it feels like the bullish power in the market has already formed a crushing situation against the short-selling power."

"I feel that the pace of the market's 'bull market' seems to be getting closer and closer. At the same time, a series of changes such as the market's quantitative energy explosion, investment sentiment, investment confidence, etc., seem to be transitioning from quantitative changes to qualitative changes."

"Bull market? This...it seems like we need to take another look, right?"

"The structure of the 'bull market' has definitely not yet completely emerged, but I think...the market's expectations in this regard have gradually begun to become stronger, and if there are expectations, there will be market prices, so I think 'big In the financial direction, there are great investment and trading opportunities in the market outlook.”

"'Big Finance'? The valuation is low enough, but the macro perspective doesn't seem to be very good."

"Indeed, banks should not have any performance expectations this year due to internal balance sheet adjustments, and in terms of macroeconomics, there are still great uncertainties in economic recovery. It should be difficult for banks to have any big performance. On the contrary, securities ... This sector is further accelerating the entry of potential investors outside the market, or in other words, with the explosion of 'mobile Internet', with the popularity of smartphones and mobile devices, and the increase in investor groups, there may still be a certain amount of investment, Speculative trading opportunities.”

"I think so too. After all, the current valuation of the 'securities' sector is indeed very low."

"What has more potential should be the 'Internet finance' stocks that are biased towards 'securities' and 'banking' businesses? Stocks such as 'Great Wisdom, Oriental Fortune, and Flush' can see big trends in the trends visible to the naked eye. Funds are still flowing in continuously into these stocks.”

"If the market's 'bull market' expectations become stronger and stronger, the potential explosion potential of 'securities' and the entire 'big financial' sector will definitely become bigger and bigger. There is no doubt about it."

"I agree, so it feels necessary to make arrangements in this area in advance."

"But the main line of 'Securities' and even the entire 'Big Finance' field is basically large-cap stocks with high weights, which seems to be difficult to participate in."

"You can participate in some concept stocks in the 'Internet Finance' sector."

"Anyway, if 'Big Finance' is going to move, the 'Internet Finance' sector should also move, and Mr. Su currently holds a lot of positions in this sector."

"I think that it is not limited to the fields of 'Big Finance' and 'Internet Finance'. In the market, as long as the sector is strongly related to the 'bull market expectation', it should be possible to participate in the layout at this stage, and judging from the market trend and volume performance, the profit and loss ratio is not bad."

"Yes, it is obvious that the 'reform of central enterprises and state-owned enterprises "The line of 'reform and reorganization' will continue to deepen."

"I feel that there are still opportunities in the line of 'military industry', right?"

"The main line of 'big infrastructure', under the background of the two major macroeconomic strategic plans of 'Eurasian Economic Belt' and 'New Era Road and Maritime Silk Road', currently... there are still huge opportunities. At least the signs of recovery in this field have already shown a lot of traces.

"In the direction of 'technological growth', many second-quarter performances have reached the previous market expectations, and after more than a month of adjustment, there should also be certain investment opportunities, right? I feel that there is also a demand for catch-up in this field!

"In short... there are obviously still many market opportunities at present."

"As long as the market can generally maintain 25 10 billion, then in the short term, all the main market lines can be done. "

"Before the Shanghai Composite Index hits the 3,000-point pressure, the market situation... should not be too bad."

"However, we still have to pay attention to the specific changes in the holdings of several main fund products of the 'Yuhang System' headed by General Manager Su."

"Indeed, after the early layout, the main fund products of the 'Yuhang System' headed by General Manager Su have made considerable profits in the two major industry main lines of 'infrastructure' and 'military industry', as well as the 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Restructuring of Central Enterprises and State-owned Enterprises'. There should be a certain demand for profit-taking. "

"But after the announcement of this round of net value of the 'Yuhang System', it is unknown when the next round of net value will be announced. What time is it?"

"So, we have to pay attention to the recent Dragon and Tiger List data to see how General Manager Su's "Fortune Road" seat is doing on the Dragon and Tiger List?"

"I think it's not just the specific rebalancing performance of the main fund of the "Yuhang Series" managed by General Manager Su that needs attention, but also the main fund products of the asset management company "Anzhao Fund". After all, this company has been fully acquired by "Yuhang Investment Company". The subsequent holdings and investment strategies of "Anzhao Fund" will most likely be linked to the main fund products of the "Yuhang Series" managed by General Manager Su."

"Thinking in this direction seems to be right!"

"If the asset management company "Anzhao Fund" has traces of rebalancing or reducing its holdings, it can also reflect some of the movements of the "Yuhang Series" fund products managed by General Manager Su."

"By the way, the net asset value of the "Anzhao" series funds managed by General Manager Qin is still soaring, right?"

"Yes, it's still soaring."

"Do you think the current "Anzhao" fund products are still worth buying? If everyone thinks it's okay to buy, I'll set aside two or three million and try to subscribe. "

"Although the 'Anzhao Series' fund products are not the 'Yuhang Series' fund products headed by President Su, if the two have strong linkage in investment and trading strategies in the future, I think the difference between buying 'Anzhao Series' fund products and buying 'Yuhang Series' fund products is not that big."

"I agree. It is precisely for this reason that the net asset value of the 'Anzhao Series' fund products has skyrocketed recently, right?"

"Damn, so... can I buy some in a hurry?"

"While President Qin of the 'Anzhao Series' has not closed the subscription channel, hurry up and grab it. ”

Accompanied by the rapid update of messages in the group and the collision of everyone's opinions...

The Shanghai Stock Index, as well as the two major industry themes of "infrastructure" and "military industry", and the main themes of the core concepts of "Eurasian Economic Belt", "New Era Road, Maritime Silk Road", and "Central Enterprises and State-owned Enterprises Reform and Restructuring", continue to break through strongly.

And when the trading time reached the afternoon.

A number of heavyweight stocks once again led to a surge in volume, and the market's capital carrying power was extremely strong.

"Haha, Lao Zhang, this time, you made a lot of money again! ”

At around 2 o'clock in the afternoon, when the market was trading fiercely, in Yuhang, an elegant private villa, Lao Liu, who holds the seat of the top speculators in the market, Liuyuan Avenue, looked at the market's continuous breakthrough trend, smiled and took a sip of tea, and said to Zhang Jianping who was sitting next to him: "Our heavily invested 'China Railway Construction' check has risen by almost 50% in this round of 'infrastructure' and 'military industry' two major industry main lines, as well as 'Eurasian Economic Belt', 'New Era Road and Maritime Silk Road', and 'Reform and Restructuring of Central Enterprises and State-owned Enterprises'. In just over a month, it has risen by almost 50%. I have to say... your market judgment ability is really strong!"

Zhang Jianping didn't seem to be too surprised by the current market performance, and the look on his face didn't change much. He laughed and said: "Old Liu, just watch, the market conditions are here... but it has just begun. ”

"Have you just started?" Lao Liu was stunned.

Zhang Jianping nodded and continued: "As soon as the Shanghai Stock Index broke the 2,500-point shackles, the market's investment sentiment and investment confidence completely recovered. In this case...the huge group of potential investors outside the market will only accelerate investment." The market will take over the market conditions, and the market’s main rise... is naturally just the beginning.”

"You mean...the market's 'bull market' is coming soon, right?" Lao Liu came to his senses.

Zhang Jianping said: "It's not that it's almost here, but it's already on the way to a 'bull market'. You haven't noticed the financial situation, emotional situation of the market, as well as the expectations of the majority of investors, including the main groups of institutions. Compared with Has there been a significant change two months ago?”

"Yeah!" Lao Liu nodded and responded, "There seems to be such a trace."

"It's not just these!" Zhang Jianping said, "As for the regulators, even though market investment sentiment and investment sentiment have obviously recovered, they are still releasing benefits to the market, and it is currently foreseeable that the 'Shanghai-Hong Kong Stock Connect' The opening of financing will also bring a wave of incremental funds to the market. At the same time... the balance of financing and financing in the market has also been in a state of rapid increase recently. This shows that the off-site investor groups are indeed quickly following the trend and entering the market.

It also explains that the index is here...

Although it has risen rapidly, the foundation is still solid, and the market's capital capacity is actually stronger than you and I expected.

Moreover, with the funds of the ‘Yu Hang Group’, it is a strong stimulus to the market at this juncture.

I feel that before the Shanghai Stock Index touches the pressure mark of 3,000 points, it should be difficult to stop and make a decent adjustment. Of course, it is still unclear how the Shanghai Stock Index will move after it approaches 3,000 points.

But currently, it can be clearly felt that the market is still in a strong breakthrough trend.

It is indeed still a good time to make money! "

Lao Liu pondered for a moment and said: "If the market mainly rises this time and the height is around 3,000 points, then the index still has nearly 20% room. As a leading stock, there is still room for follow-up... at least 40%. Haha... this wave, it seems that we are going to make up for all the market losses last year and the year before last. The bull market... has finally seen light again after six years of decline! "

Chapter 595/889
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Rebirth of the Investment EraCh.595/889 [66.93%]