Chapter 727: Comprehensive Bull Market!
In the field of the ‘Internet finance’ sector.
It is still the case that ‘the strong will always be strong’, and it is still the case that popular stocks such as ‘Dazhihui, Tonghuashun, Hengsheng Electronics, Oriental Fortune…’ are far stronger than the trend of other marginal concept stocks.
Faced with such an opening situation in the two markets…
The vast number of investors inside and outside the market are somewhat disappointed.
After all, the trend of the external market last night can be said to be a big rise across the board. In addition, on the news side, there is the positive news about the core concept theme of ‘New Era Road, Maritime Silk Road’, and in the data disclosure of the Dragon and Tiger List of the two markets yesterday, the ‘Southern System’ funds rushed to increase their positions, and various institutions and large hot money continued to buy investment attitudes, and the financing balance continued to surge.
Supported and influenced by so many positive factors.
In the end, the major indexes only opened slightly higher, and many low-level main lines that lacked the money-making effect yesterday basically all showed a trend of opening lower.
Even in the strong ‘big finance’ and ‘big infrastructure’ main line areas.
There are also certain long-short differences.
There is a trend of "high-low switching" between the main line and the sector, and between popular and unpopular stocks.
Such an opening, under the influence of the relatively enthusiastic bullish sentiment before the market, and under the high psychological expectations of the vast investor groups inside and outside the market, is relatively speaking... naturally slightly lower than expected.
"Hey, the high opening of the Shanghai Composite Index is obviously a bit lower than expected!"
Facing such an opening situation in the two markets, at this moment, many retail investors gathered in the discussion area of the trading platform sighed like this.
"Indeed, only more than 60% of the stocks have achieved a high opening."
"I originally thought that I could take advantage of the positive external market and sell the stocks of Qianzhou Moutai that took over yesterday's high position when the index opened sharply higher. I didn't expect that... there was not even a high opening. The entire liquor sector index opened lower. How can I sell it?"
"I want to sell the chips that chased high yesterday at the opening, but I definitely can't sell them. The main force will not be so kind."
"If you buy the wrong one, don't think you can get out of the warehouse without loss."
"The low-level main lines such as 'big consumption, non-ferrous cycle, petrochemical, coal, pharmaceutical business...' that did not make money yesterday basically opened lower today. The main funds have no intention to protect the market. This opening pattern, after the official opening, the big There is no chance of continuing to rise. If you ask me, it is better to stop loss early to avoid getting deeper and deeper into the trap. "
"The main line that has not played a continuous money-making effect at a low level, and related stocks, must not be bought, and naturally they cannot be held for a long time."
"The key is that the core chips of the "big finance" main line at this time do not feel safe, right?"
"Yes, many popular stocks and core weight stocks of the "big finance" main line today have obviously opened lower than pre-market expectations."
"At present, except for the "Internet finance" line, which still maintains an extremely strong state, other core hot main lines feel bad."
"But it can still be seen that the main buying in the market is still concentrated on the two core main lines of "big finance and big infrastructure"! "
"It is concentrated on these two main lines, yes, but the specific The overall stock market seems to be a bit differentiated! "
"It can't be said to be differentiated. The overall pattern is that large-cap stocks are stronger than small-cap concept stocks. It's just that... the industry-leading stocks that rose sharply before have a sense of stagflation."
"It can't be said to be stagflation. It feels like the active buying is not as active as before."
"In the entire call auction process, there is no sign of overall differentiation. Let's see after the official opening... I think the market's big market direction will definitely not change much. In the current situation, what else can the big capital group speculate on besides the two core themes of "big finance" and "big infrastructure"? Looking left and right... Only these two core themes can continue to gather popularity and can continue to condense the money-making effect, right?"
"The market's big main line market direction will definitely still be around The speculation around the main line of "big finance" and "big infrastructure" is just... specific stocks..."
"Specific stocks... It should be said that only the concept stocks of the line of "Internet finance" have the most certain market conditions, right?"
"At least the stock market trend of the "Three Musketeers of Internet Trading Platforms" will definitely not be bad. Will the "Great Wisdom" check continue to be flat?"
"I am also optimistic about the three stocks of the "Three Musketeers of Internet Trading Platforms."
"The three musketeers of "Hengsheng Electronics, Jinzheng Shares, and Yinjie Technology" that mainly focus on banks, insurance, and securities trading systems are not bad, right?"
"Well, they should also be stocks that directly benefit from the bull market, but I feel that the elasticity is worse than the three stocks of "Eastern Fortune, Flush, and Great Wisdom", and the expected space and performance elasticity in the future should also be worse, right? However, the "Hengsheng Electronics" check has a hidden "Alibaba" concept that can be speculated, but I don't know whether this concept can be recognized by the main funds in the future market. "
"What about "Huaxin Securities"? This check should still be the main stock of the market trend, right? ”
“Huaxin Securities represents the securities sector and is the absolute leader of the securities sector. It should also be the valuation center of the entire market’s ‘big finance’ main line, right?”
"'Huaxin Securities' is good, but the circulation is too large, and the daily turnover is also ridiculously large."
"Yes, there is a turnover of more than 10 billion every day. If this turnover is dispersed among a large number of small and medium-cap stocks, it can pull up dozens of small- and medium-cap concept stocks."
"It's a pity that the main financial groups in the entire market don't seem to like small and mid-cap concept stocks?"
"Yes, on the whole, it's still the trend of heavyweight large-cap stocks."
"It's mainly heavyweight large-cap stocks, and their valuations are very low, right?"
"There can't be so many, 'big consumption, non-ferrous metal cycle, petrochemical industry, coal, pharmaceutical business...' These low-mainline large-cap stocks have very low valuations, and many of them have broken the net, so they still won't rise, right?" ? To be precise, the only ones that are strong are the two core heavyweight stocks of 'big finance' and 'big infrastructure'."
“That means the main hype logic of the market is actually the expected logic of ‘bull market’, right?”
"You can also say that..."
"There are also the two most core conceptual themes of 'New Era Road, Maritime Silk Road' and 'Reform and Reorganization of Central and State-owned Enterprises'. Overall, the most core hype direction of the market is actually spurred by bull market expectations." The main line of big finance’s investment, as well as the two main lines of conceptual themes just mentioned.”
"Well, the market for the main line of 'big infrastructure' spawned by the two major conceptual themes of 'New Era Road, Maritime Silk Road' and 'Reform and Reorganization of Central and State-owned Enterprises' feels like it has been rising for more than half a year!"
"As long as expectations are not fulfilled and there are continued benefits, why can't it continue to rise?"
"Last year, the market trends of 'Internet finance', 'smartphone industry chain', 'domestic software', 'mobile games' and other 'small-cap growth stocks' dominated by GEM and small and medium-sized board indexes not only lasted for most of the year, but even What’s going on in a year? Now we can only say that things are changing, right?”
"Eh... If you think about it this way, you are right. Last year was a bull market for GEM and small and medium-sized stocks. Today is a bull market for Shanghai Stock Exchange Index and A50 Index. No wonder I said that the market performance of large-cap stocks this year will always be much stronger than that of small- and medium-cap stocks. It turns out that small and mid-cap stocks have risen early.”
"Yes, to be precise, the main board is the supplementary increase."
"So, where should we calculate the starting point of the bull market? From when the GEM market started to explode last year?"
"So the bull market has been going on for a year and a half?"
"Hehe, for sure! Do you still remember the famous post that Mr. Su published last year? At that time, Mr. Su said that the bull market was already on the way!"
"Damn it, let's put it this way... I was such a hindsight!"
"Actually, the market trend since the Shanghai Stock Index broke through 3,000 points should be regarded as the beginning of a comprehensive bull market, right?"
"No matter what, at this time, it's just right to continue buying and make orders based on the main lines of 'big finance' and 'big infrastructure'."
“Is it already a full-blown bull market?”
"It must be a full-scale bull market. We are optimistic that the Shanghai Stock Exchange Index will reach 4,000 points by the end of the year."
"The turnover of the two cities is already 800 billion yuan. Isn't it still a full bull market?"
"Hey, if you ask me, if you still have money to buy and positions, don't choose leading stocks or popular stocks. There are so many analyzes, just grab a stock and buy it. The overall bull market situation is basically It’s not a bad stock, it will all go up in the end.”
"The position is already full, but it does not affect my continued financing to buy."
"Financing to buy 'Huaxin Securities', this should be the most certain investment opportunity at present."
"Yes, the price of the 'Huaxin Securities' check will at least double."
"More than doubling, the current market value of 'Huaxin Securities' is less than 300 billion. Even if it is compared to several similar foreign investment banks, the market value should be between 800 billion and 1,000 billion, which is obviously at least 1.5 times." space.”
"These stocks in the securities sector have definitely not yet reached the desired growth rate."
"The two strongest sectors in the market are currently the securities and Internet finance sectors. If you want to increase your position...the first choice must be stocks in these two sectors."
With everyone's heated discussions, and related stock topics refreshed rapidly.
Unknowingly.
The short suspension time between 9:25 and 9:30 passed in a blink of an eye, and the two cities ushered in the official continuous bidding trading period.
After just five minutes of emotional brewing, investors’ understanding and analysis of the market conditions were revealed.
The two markets have just jumped again.
A number of industry sectors and concept sector indices related to the two core main areas of 'big finance' and 'big infrastructure', as well as many of their associated component stocks, once again faced attacks from a large number of major buying capital groups in an instant. Whether it is the corresponding sector index or the corresponding component stocks, they have all gone straight higher.
At 9:31, in just one minute, the securities sector index surged to a 1.75% increase.
At the same time, the growth rate of the banking sector and insurance sector index also broke through the 1.25% increase mark in one fell swoop, reaching the 1.3% increase position.
There are also industrial sector indexes such as commercial real estate development, public transportation, machinery and equipment, construction decoration, and building materials, which have also quickly surged to an increase of more than 1%.
And at a time when various industry sectors are soaring straight higher.
Internet finance, securities concepts, reform and reorganization of central enterprises and state-owned enterprises, the road to the new era, the Maritime Silk Road, the Shanghai Free Trade Zone, the revitalization of Northeast China, the Eurasian Economic Belt, cement, steel, military-civilian integration, etc., a series of related concept sectors, also rose across the board, and squeezed into the top of the concept sector growth list of the two cities.
At 9:32, the low-level main line related industry sectors and concept theme sectors, such as "big consumption, non-ferrous cycle, petrochemicals, coal, pharmaceutical commerce, etc.", which showed a trend of rising and falling yesterday, fell further. Many fund groups that participated in the component stocks of these sectors yesterday cut their positions and stopped losses.
As a result, the industry sectors and concept theme sectors in these main line areas.
In an instant, they became the industry sectors and concept theme sectors that led the decline in the two cities, forming a sharp contrast in trend with the industry sectors and concept sectors related to the main line areas of "big finance and big infrastructure".
At 9:33, Pacific Securities suddenly hit the daily limit, becoming another new leading stock in the securities sector, occupying the position of China Investment Capital. At the same time, the straight daily limit of this check also led the entire securities sector, and a large number of low-priced securities stocks quickly followed suit.
And at the same time...
In the banking and insurance sectors, a large number of low-priced component stocks also followed suit.
At 9:34, Minsheng Bank rose straight, up more than 5%, and other low-priced bank stocks also surged higher.
At 9:35, the strong Flush once again hit the daily limit.
At 9:36, the new stocks sector suddenly moved, and Huake Shuguang, which is still in the top three of investors' attention in the two markets, hit the board again in a rapid surge, and hit the daily limit in a flash, making this check achieve the 18th consecutive daily limit since its listing.
At 9:37, with the 18th daily limit of ‘Huake Shuguang’, ‘Lanshi Heavy Equipment’, which opened weak, turned positive again, and the ‘new stock’ sector index rose rapidly by more than 1%.
At 9:38, the two stocks ‘Huaguo CNR and Huaguo CNR’ once again moved together, and both surged to the 3% increase mark.
At 9:39, ‘Shanghai-Hong Kong Group’ rose, and the main concept theme of ‘Shanghai Free Trade Zone’ also strengthened again.
At 9:40, the securities sector rose again by more than 2%.
At 9:41, the intraday increase of the ‘Internet Finance’ sector once again touched the 2.5% mark, ‘Dazhihui’ rose to the daily limit, ‘Tonghuashun’ rose to the daily limit, and ‘Oriental Fortune’ rose rapidly by more than 5%. So far, the stock prices of the ‘Three Musketeers of the Trading Platform’ have once again refreshed the annual high and historical high, and have been strongly sought after by various capital groups in the market.