Chapter 596 The Bull Market Came Earlier than Expected (VIII)!
"Although the dawn of a bull market has appeared, to fully develop into a bull market and form the market's expectations for a bull market, we still need to continue to observe and see how the market will transform in the future." Zhang Jianping said, "And there must be a major positive news from the regulatory authorities to further stimulate the market."
Lao Liu smiled and said, "Do you think there will be?"
Zhang Jianping responded, "If nothing unexpected happens, there will definitely be. The flame of market sentiment and confidence has finally been ignited. At this time, if there is no positive news and the furnace is cooled down, wouldn't the regulators be stupid? You know... they also hope to have a comprehensive bull market to change The financing environment of the market can reverse the entire stock market ecology.
After all, only when the market financing environment is eased can the amount of active funds in the market increase.
Then, the subsequent market macro-planning such as the registration system still has the soil for implementation, otherwise... the market has been in a sluggish bear market and a volatile market, how can these macro-plans be implemented?
So, at this stage.
No matter from which aspect the regulators consider, they will appropriately release good news to continuously stimulate the market and induce a bull market situation in the market.
In this context, in fact, like the "Yuhang system" and other major capital institutions.
For the regulators, it happens to be a sharp blade, It can be fully utilized, and even encouraged and supported in disguise.
We...
Stock trading still needs to be considered from the top-level design direction.
In general, the domestic A-share market is inseparable from the extremely important market factor of macro-policy regulation. We should also follow this direction when trading and trading stocks, so that we can get twice the result with half the effort. "
"Yeah!" Lao Liu nodded and responded, "I agree. In fact, if we talk about market trends, the joint resonance of emotions, investment confidence, future expectations, policy macro-control direction, and top-level design direction is the trend direction that the market really has market momentum.
Many people know that investment should follow market trends. Trend.
But most investors don't really understand what is a 'market trend'? "
Zhang Jianping nodded slightly and smiled: "Indeed, investors who are obsessed with K-line tend to think that the bullish trend or bearish trend shown by the K-line is the 'market trend', but this is only the most one-sided thing. The real market trend, as you said, is the final expected direction formed by the joint resonance of various factors, rather than the local trend direction on the K-line chart.
If you only focus on the market and ignore the things outside the market, you will obviously miss the big picture!"
"Haha... that makes sense!" Lao Liu laughed and said.
During the simple conversation between the two, the market trading time has passed 2 o'clock in the afternoon.
The Shanghai Composite Index continued to rise in volume and broke through the 2550 point level, and the ChiNext Index also followed the trend and rose under the continued performance of 'Internet finance'. Among the nearly 2,000 stocks involved in the transaction in the two cities, there are still more than 1,400 stocks that remain in the red market state, and the market money-making effect can be said to be overwhelming.
At the same time, the two major industry main lines of "infrastructure" and "military industry", as well as the main lines of several major concepts and themes of "Eurasian Economic Belt", "New Era Road, Maritime Silk Road", and "Reform and Restructuring of Central Enterprises and State-owned Enterprises" continued to explode, forming an obvious main rise situation. The traditional main investment sectors of "finance", "consumption", and "cycle" are also continuing to absorb the main funds, forming an obvious rebound trend.
And the core weight and blue chip stocks that lagged behind the overall market trend before.
At this stage, a clear catch-up trend began to appear.
Overall, the market no longer has a seesaw effect. With the continuous entry of relatively sufficient incremental funds, the entire market has formed a continuous general rise.
Of course, the market is in a general rise.
However, the core market main line is still centered around the two major industry main lines of "infrastructure" and "military industry", as well as the main lines of several major concepts and themes of "Eurasian Economic Belt", "New Era Road, Maritime Silk Road", and "Reform and Restructuring of Central Enterprises and State-owned Enterprises", and it is also developing in depth with this as the core.
As the market is rising across the board and the money-making effect is becoming more and more in-depth and hot.
The entire market is gathered in the forums of major stock trading platforms on the Internet, as well as retail investor groups in various stock investment communities and forums.
The topic of discussion is becoming more and more intense and hot.
"Isn't the trend of the concept stocks held by General Manager Su's 'Yuhang System' too strong?"
"Not only the concept sector held by General Manager Su's 'Yuhang System', but also all the concept sectors in the entire market that are related to the two major industry main lines of 'infrastructure' and 'military industry', as well as the main lines of 'Eurasian Economic Belt', 'New Era Road and Maritime Silk Road', and 'Reform and Restructuring of Central Enterprises and State-owned Enterprises', are all very strong."
"This is the main line of market investment, the trend of the main rising wave! Before... it was just the fermentation of the market."
"Haha, indeed, it really went up all the way and never looked back."
"The market trends of these main investment lines in the market are obviously accelerating."
"It feels like from the moment when General Manager Su's 'Yuhang System' announced the net value, it was like completely turning on the market trend switch, causing the entire market trend to explode, and it was completely out of control."
"That's right, and... look at the trading volume of the two markets, it really has increased a lot compared to before!"
"Quantity leads to market trends. This quantity can change, which shows that the market has a breakthrough trend, which is quite healthy."
"According to this market trend, the space above 2,500 points is really completely open."
“Before the subsequent index reaches 3,000 points, there won’t be much resistance, right? As long as the market follows this stage and there are no extreme negative events, 3,000 points will be reached with a high probability.”
"The situation is bigger, what about 3,000 points! Is 5,000 points okay?"
"Niubi, are you going to see 5,000 points now?"
"Let's take it one step at a time. It's a bull market or something. When the market comes out, it's called a bull market. If it doesn't come out, it's still a volatile market, but the range of the shock is wider."
"Haha, that makes sense..."
"Anyway, for now, just follow Mr. Su's advice."
"But now, the position of Mr. Su's stock holdings is a bit high compared to the level of the entire market! Can I continue to buy it?"
"Don't you understand the path of the strong to everlasting strength?"
"Indeed, although Mr. Su's position in the constituent stocks is not low compared to the level of the entire market, it is still in the two main industry lines of 'infrastructure' and 'military industry', as well as the 'Eurasian Economic Belt', 'New Era Road, Maritime The main themes of the "Silk Road" and "Reform and Reorganization of Central and State-owned Enterprises" continue to be interpreted, and the market's investment sentiment and investment confidence are still recovering and skyrocketing. No surprise, these tickets will still be It is still a high probability that the market’s leading stocks will continue to lead the market.”
"I agree, if you ask me, if you want to buy stocks, you should buy the leader."
"Only leading brands have premium value."
"Only leading stocks have sufficient liquidity, popularity and sentiment."
"Let's see, the market's follow-up volume and mainline market will definitely deepen and climb further. Those who are afraid of heights now...are all poor people."
"In fact, if the market can continue to maintain this hot state, don't pursue Mr. Su's position concept stocks, but buy stocks in the fields of 'big finance', 'big consumption', 'non-ferrous metals, oil cycle' with relatively low positions, etc. It’s also good for these stocks to make up for their gains at low levels.”
"But these low-weighted stocks in traditional fields, whether in terms of expectations, attention, or speculation, are worse than the two main industry lines of 'infrastructure' and 'military industry', as well as the 'Eurasian Economic Belt,' 'New Era Road,' The Maritime Silk Road and the reform and reorganization of central and state-owned enterprises are a large number of main areas. If the market volume can no longer continue to surge, there will not be so much incremental funds overflowing from the core main lines and flowing to these areas. If the main-line sectors lack expectations, then the trend of individual stocks in these main-line sectors will probably continue to decline in a weak direction. "
"Yes, expectations, emotions, and attention are indeed the strongest driving forces for stock price increases."
"Without these things, the stock price fluctuations will have no autonomy. They can only follow the trend of the market and fluctuate in accordance with the direction of the market trend."
"The strongest defense is to take the initiative to attack. When we speculate in stocks, we must speculate in the strongest main lines and the strongest individual stocks."
"There is no doubt that the stocks held by Mr. Su's 'Yu Hang Group' are currently the strongest hot spots and main lines in the market."
“Given Mr. Su’s influence on the market, Mr. Su’s ‘Yuhang Series’ concept stocks can already be regarded as a separate main line of market investment.”
"Yes, yes, it is safest to rely on Mr. Su's 'Yuhang System' concept for stock trading."
"Facts have proved that only by following Mr. Su can you have meat to eat."
"However, Mr. Su's positions are in 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'" The volume and current profits are very generous. At this time, I am not afraid of chasing positions. I am afraid that if Mr. Su sells to take profit, it will be in trouble. By then, the basic investment logic of this main line of investment will probably It has been hugely affected. After all, tens of billions of funds have been invested, plus some funds that follow the trend. Whether the market can bear it is a huge question. "
"The expectations and investment logic of 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', At present...it is far from the time to cash out. A position of Mr. Su's size should not be sold in the short term. Furthermore...compared to Mr. Su's position size of tens of billions, our small amount of funds , as long as Mr. Su's 'Fortune Road' seat shows signs of continuous sales on the Dragon and Tiger list, we can sell it at any time. What is the saying that 'a small boat can easily turn around'? "
"Indeed, we have small funds, so we naturally have to take advantage of our small funds."
"I just look at whether the incremental funds in the market are still increasing, and whether the market sentiment and money-making effect continue to deepen. As long as these indicators and factors do not go bad, no matter how the market fluctuates, I will not Pessimistic, but at this time... just one word, 'do' will do!"
With numerous retail investor groups across the network, extremely hot topic discussions and market analysis are ongoing.
At 3 o'clock in the afternoon, the two cities ushered in the closing time.
After a day of volatile rise, the Shanghai Composite Index finally closed up 1.31%, and the index closed at around 2570 points; the Shenzhen Composite Index and the ChiNext Index also closed higher, but the intraday increase was slightly lower than that of the Shanghai Composite Index, making the market present a pattern of "Shanghai strong and Shenzhen weak".
In addition to the index performance, the core market lines and the performance of popular stocks.
The industry sectors and concept sectors with the two main lines of "infrastructure" and "military industry", 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" still lead the market and have a clear trend of accelerating growth.
Other traditional main investment areas are mainly "big finance", "big consumption", "nonferrous metals and oil cycles".
Against the backdrop of a significant recovery in market investment sentiment and confidence, as well as the continued surge in the two main industry lines of "infrastructure" and "military industry", as well as the main concept lines of "Eurasian Economic Belt", "New Era Road, Maritime Silk Road", and "Reform and Restructuring of Central Enterprises and State-owned Enterprises", many funds that are unwilling to chase high prices have also ushered in a certain degree of rebound trend, keeping up with the increase in the Shanghai Stock Exchange Index.
As for the main market line of "technological growth", the trend is more differentiated.
"Internet finance" continues to rise sharply, the field of "smartphone industry chain" can basically keep up with the performance of the market, while the fields of "domestic software" and "film and television media" can only maintain sideways fluctuations. Obviously, they have not completely stepped out of the adjustment trend and ushered in a new rising cycle.
And a number of popular concept stocks.
The main turnover limit stocks, in addition to new stocks and stocks that resume trading with favorable news.
It is mainly concentrated in the two main lines of the industry of "infrastructure" and "military industry", as well as the main lines of the concepts of "Eurasian Economic Belt", "New Era Road, Maritime Silk Road", and "Reform and Restructuring of Central Enterprises and State-owned Enterprises". In addition, "Chengfei Technology" has soared 3 or 4 times in the early stage, and it is still continuing to attack today, closing at a new high limit, attracting a large number of investors in the market and major funds from all parties to chase and grab shares.
Faced with such a closing situation in the two cities.
The entire market investor group is very excited and excited.
At the same time, many potential investor groups outside the market have also begun to pay attention to the market under the market's continued hot money-making effect and soaring emotional effect.
On the other hand, the core main institutional groups in the market.
Seeing that the market volume continued to remain above 280 billion and the financing balances in the two cities also began to soar, expectations of a "continued bull market" emerged in their hearts. At this time, the relevant asset management departments also planned to launch more fund products to take advantage of the hot market to further seize market investors and expand the scale of institutional asset management, thereby quickly seizing more core market chips and grabbing corresponding profits.