Chapter 737: Soaring, and Still Soaring!

Hearing He Hong's words, Xu Zhongji, who was standing next to He Hong, chuckled and responded: "In the core main line of 'big finance', the two sectors of securities and Internet finance have seriously deviated from the lower moving average, and the technical trend has been seriously blunted and divergent for a long time.

Many of the main capital groups holding positions before had the same judgment as you.

That's why many smart capital groups cut the plate and rotated the low main line when the good news of 'Shanghai-Hong Kong Stock Connect' was implemented in the past two days.

But what was the result?

The core main line of 'big finance' was briefly adjusted during the day, It continued to squeeze and rise, setting a new high.

Moreover, the popular core stocks in the two major sectors of "Securities" and "Internet Finance" have set off another round of daily limit.

In my opinion, under the extreme bullish sentiment and the basically determined bull market pattern.

Don't predict such short-term trends.

We only need to know that the bull market pattern is determined, and the market macro-capital situation is expected to reverse more and more strongly. The securities, Internet finance sector, and even the entire "big finance" core line market has not yet finished. As long as you choose to hold shares, then Short-term adjustments are inevitable.

If you just want to avoid them.

Then, you will most likely avoid the possible extreme main rising market.

Since we already have sufficient holding cost advantages in the two core main line areas of "big finance" and "big infrastructure", we should use this advantage.

Keep up with the development of market trends, and look at the big trends, and ignore the small trends.

In the entire market, no one can accurately predict the fluctuations of the index and the market again and again on the daily trend, not even the stock god can do it.

So, just Just get the big investment direction right.

If you blindly predict the short-term and medium-term adjustments of the market and want to accurately hit the market rhythm, you will easily lose the big picture while picking up sesame seeds! "

"Mr. Xu is right." He Hong nodded with a smile and said, "I just sighed that the main core trend of the market has not changed, so we should continue to follow the market trend and maintain a static position."

As the two of them talked briefly...

At the same time, the discussion heat and topic refresh speed of the large number of retail investors gathered in the discussion area of ​​the trading platform were also particularly intense.

"There is no doubt that the securities sector and the Internet finance sector are still the strongest core sectors in the market!"

"Although the index opened higher by a little less than expected, the specific popular stocks are still hot, and the market conditions today should not be bad."

"From the trend of the call auction stage, the stocks that performed strongly are still the stocks that showed a strong profit effect during yesterday's trading."

"The check of 'Huake Shuguang' is really strong. If it continues to rise today, it will be the 18th daily limit."

"The check of 'Huake Shuguang' will most likely continue to rise today?"

"Looking at the popularity of the 'new stocks' sector, as long as the index does not fall sharply, the check of 'Huake Shuguang' will definitely rise."

"Fortunately, I chased the check of 'Huake Shuguang' yesterday."

"Before, 'Lanshi Heavy Equipment' created 23 consecutive daily limit boards. Now... it seems that the number of consecutive daily limit boards of 'Huake Shuguang' will most likely exceed that of 'Lanshi Heavy Equipment'!"

"The current overall market situation is better than when the check of 'Lanshi Heavy Equipment' was listed!"

"The check of 'Huake Shuguang' should be the leader of speculation in the entire market recently."

"To be precise, it should be the leader of speculation in the main line of 'technological growth' and the main line of small-cap concept stocks."

"The leader in the main line of 'big finance' should be the three musketeers of 'Internet finance'."

"And the main line of 'big infrastructure' The leaders in the online field should be the two weighted stocks of ‘China South Locomotive and Rolling Stock Corporation and China North Locomotive and Rolling Stock Corporation’ that Mr. Su’s ‘Wealth Road’ heavily increased yesterday, right? ”

“It has to be said that the trend of the three musketeers of ‘Internet Finance’ is indeed strong.”

“Especially the check ‘Tonghuashun’, which has increased by nearly 150% this month, right? The number of days without a daily limit is really few and far between.”

“Except for newly listed stocks, and recent secondary stocks such as ‘Lanshi Heavy Equipment’ and ‘Huake Shuguang’, as well as stocks with heavy favorable reviews, among the stocks that naturally change hands and reach the daily limit, the check ‘Tonghuashun’ should be the stock with the highest increase in the entire market, right?”

“After a careful look, it really is!”

“It feels like the three swords of ‘Internet Finance’ Customers, can it continue to rise? "

"Of course, it can definitely rise, especially the 'Tonghuashun' check, which can definitely double."

"I can't understand why the market value gap between the 'Tonghuashun' check and the 'Oriental Fortune' check is so large, about 1.5 times the difference. Considering the user volume of the two trading platform software, shouldn't the 'Tonghuashun' check have more? "

"The logic is different, 'Tonghuashun' does not have a self-operated brokerage business, and 'Oriental Fortune' has become a veritable 'Internet brokerage' company since it acquired a brokerage company. The two are completely different in terms of future expectations and performance explosion expectations. "

"So which check has more potential?"

"It's hard to say. I feel like there's more room for Flush, right? After all, the market capitalization is much smaller, and the flexibility of the stock price is much higher."

"What about the check for 'Great Wisdom'?"

“The number of users of the trading software platform ‘Great Wisdom’ is not at the same level as Flush and Oriental Fortune, right?”

"Of course we know that they are not on the same level, but the market value is not on the same level either. At present, the market value of the 'Great Wisdom' check has doubled, and the market value is less than 5 billion. Only the 'Flush' check has a market value of less than 5 billion." One-third of the market value of 'Oriental Fortune'."

"Actually... I think there won't be much difference in buying any one of the three checks."

"As long as there are no problems with the expected logic of 'Internet brokers' and 'Internet finance', the three checks will basically rise simultaneously. At most, the difference is that they rise first and then rise later."

"'Hengsheng Electronics, Yinjie Technology, Jinzheng Shares... where are these stocks?"

"The logic of these stocks should be more towards 'financial technology', right? However, I heard that the trading system of the Shanghai Stock Exchange is made by 'Hengsheng Electronics', so there should still be relatively large room for it."

"Not only the trading system of the Shanghai Stock Exchange, but also the trading systems of more than 20 domestic securities firms, more than 20 banks and more than a dozen insurance companies are all produced by the company 'Hengsheng Electronics'. Let me say..." With the mobile internet booming, and coupled with the stimulation of the bull market, the performance of these financial technology stocks will definitely explode. At the current price, you can just buy them.”

"If we want to say that the investment logic is clear, stocks in the securities sector are more secure."

"But in the securities sector, it feels like the leader of the sector has switched from 'Hua Investment Capital' to 'Pacific Securities'."

"There is no fixed leader in the securities sector."

"Yes, the previous Western Securities, the 'Huai Capital' a few days ago, and the current 'Pacific Securities'... really don't have a fixed leading target."

"The market capitalization of stocks in the securities sector is generally quite large. After pulling up, the pressure on the market will naturally be great. Funds are not allowed to switch? It is difficult to continue to develop the market by forcefully pulling up the market. I think it is quite reasonable to keep switching the leading position like this. Okay, it’s a good time to have both rain and dew.”

“Shouldn’t the leader of the securities sector be ‘Huaxin Securities’?”

"The leader in terms of weight is definitely 'Huaxin Securities', but as for the leader in terms of increase...'Huaxin Securities' obviously does not qualify."

"The trend of the check of 'Huaxin Securities' is really too rough."

"The check of 'Huaxin Securities' is only suitable for allocation by major institutions with large capital volumes. It is not suitable for us retail investors at all. Buying this check is similar to buying a securities ETF fund."

"Hehe, I think if you can't choose stocks well, it's good to choose funds."

“What funds can generally outperform the market index?”

"Classified funds, look at the classified fund 'Securities B'. The increase in more than half a month is almost 1.5 times. Not only did it significantly outperform the market index, but the increase was basically the same as the most powerful 'Western Securities'. Only slightly behind the 'Flush' check."

"Graded funds should have leverage, right?"

"Well, it naturally comes with leverage, but this thing is definitely a killer weapon in the bull market. It is very suitable for investors who are not good at stock selection and do not meet the financing conditions."

"Damn it, it's really a killer for the bull market. I'll give it a try and I think it's a good thing!"

"By the way, is there no one paying attention to the two newly released concept stocks of China South Locomotive and China North Locomotive and Rolling Stock Corporation Limited under Mr. Su's Fortune Road concept? I want to increase my position in these two checks after the market opens. What do you think? "

"You can buy it, but the market value of these two checks is a bit large, and the space is probably very limited!"

"With the current market conditions, don't the main financial groups just like heavyweight stocks with large market capitalization?"

"It also depends on what kind of heavyweight stocks in the main line field, such as 'Huaguo Petroleum, Qianzhou Moutai, Shenhua Coal, Yangtze Electric Power...' These large market value heavyweight stocks, haven't they risen in recent times? And? Not only has the check of 'Shenhua Coal Industry' not increased in recent times, it has actually fallen a lot."

"'Shenhua Coal Industry' has fallen below its net asset value, which is outrageous."

"Who is calling the coal industry serious overcapacity? Coal bosses have gone bankrupt. It's no wonder that the stock price of Shenhua Coal has risen."

"The coal industry is definitely hopeless. In the futures market, the price trend of thermal coal is even more tragic."

"In any case, it is safer to focus on the main lines of 'big finance' and 'big infrastructure' when it comes to investment."

"The market is also developing along these two core lines."

"The entire year this year has been developing according to the main market trends of 'big infrastructure' and 'big finance'. This is obviously a replica of last year's two core main market trends of 'mobile internet' and 'smartphone industry chain'."

"Whether it is a replica of last year's market trend or not, it is always right to buy stocks in the market areas where the main financial groups in the market have gathered the most and follow the trend and rush to raise funds. Although now... the intraday trading volume of the two cities has exploded. The scale has exceeded 800 billion, but if you want to significantly outperform the market index, you still have to rely on the core and main lines of the market.”

"No doubt, we will continue to increase our positions and buy securities and Internet financial stocks!"

"It's also good to chase 'new stocks'. Since the listing of 'Lanshi Heavy Equipment', which hit an extreme hype range of 23 daily limits, the market of 'new stocks' has been really good for more than half a month. New stocks in the near term are simply the engine of the market for huge profits."

"Now that new stocks are listed, they all start with 10 daily limits."

"This gives the previously listed new stocks even more room for speculation, no doubt... continue to buy and take over 'Huake Shuguang', and be optimistic that this stock will continue to refresh the record of consecutive limits."

In the extremely hot topic of investor discussion...

The short five-minute suspension time passed in a flash, and under the attention of the public, the two markets ushered in the official continuous bidding trading period.

The time pointer just passed the moment of 9:30.

The stagnant market of the two markets changed rapidly in an instant under the fierce trading of large-scale buying and selling.

At 9:31, the core market indices such as the Shanghai Composite Index, Shenzhen Composite Index, ChiNext Index, SME Index, and A50 Index rose rapidly.

At the same time, ‘Huake Shuguang’ was bought by a large order of 10,000 shares.

It was immediately closed at the daily limit.

This made this stock the 19th consecutive daily limit since its listing, and it is getting closer and closer to the record of consecutive daily limits set by ‘Lanshi Heavy Equipment’ some time ago.

At 9:32, the Shanghai Composite Index rose sharply to more than 0.5%, and the securities sector index and the Internet finance sector index also rose sharply to more than 2%.

At the same time, the ‘new stock’ sector rose by more than 1%.

It squeezed into the second place in the growth list of the concept sectors in the two cities.

Moreover, in the field of ‘new stocks’, due to the fact that ‘Huake Shuguang’ hit the daily limit in seconds after the opening, the rest of the near-term new stocks were once again swarmed by a large number of active short-term funds in the market. Among them, the check of ‘Lanshi Heavy Equipment’ rose by 5 points in one minute, and its market increase instantly reached the intraday increase of 6.23%.

At 9:33, the Shanghai Composite Index continued to increase to 0.6%, while the A50 Index rapidly increased to the 1% increase mark, continuing to refresh the new high of this round of rebound, the annual high, and the intraday high.

At the same time.

Yesterday, the core weight stocks of ‘Huaguo CNR and Huaguo CNR’, two non-bus transportation sectors, new era road, maritime Silk Road concept and high-speed rail, and central enterprises and state-owned enterprises reform and restructuring concepts, which were paid special attention to by the ‘Fortune Road’ seat and bought in large quantities, all appeared to be continuously attacked by 10,000 large orders, and the stock price rose in a straight line.

And due to the instantaneous movement of the two stocks of ‘China South Locomotive and Rolling Stock Corporation and China North Locomotive and Rolling Stock Corporation’.

The non-bus transportation industry sector and the ‘high-speed rail’ concept sector have all risen, and the sector index has squeezed into the top three of the industry sectors and concept sectors in the two cities.

At 9:34, under the continued strong performance of the securities and Internet finance sectors.

The banking and insurance sectors also rose rapidly, and the sector index rose significantly stronger than the performance of the market index.

At the same time, the actual increase gap between the main contract of the A50 index futures and the A50 index has widened again, and the increase premium of the stock index futures has become obvious.

At 9:35, the increase of the ‘Internet Finance’ sector index approached the 2.5% increase mark.

Among them, among the sector component stocks, ‘Dazhihui’ once again hit the daily limit, the stock price of ‘Tonghuashun’ rose straight, up more than 7%, and the stock price of ‘Eastern Fortune’ rose rapidly, up more than 4.5%. The trend of the three musketeers of ‘Internet Finance’ has become stronger and stronger as the market trading time goes by.

Moreover, these three stocks have attracted much attention and discussion from investors in the market.

They also rose straight up, and all of them were among the top five stocks in terms of attention and discussion from investors in the two cities, second only to the discussion of the two stocks of ‘Huake Shuguang’ and ‘Huaxin Securities’.

At 9:36, the Shanghai Composite Index reached the 1% increase mark, setting a new intraday high, and surpassed yesterday’s intraday high, setting a new high for the year and a new high for this round of rebound.

At the same time, the increase in the ‘Internet Finance’ sector and the increase in the ‘new stocks’ sector both exceeded 2.5%.

The increase in the securities sector expanded to 2.32%, and the indexes of the two major sectors of banking and insurance rose by more than 1.5%, slightly lagging behind the securities sector.

And at this moment, the stock of ‘Pacific Securities’ rose straight up and hit the daily limit.

At 9:37, ‘Pacific Securities’ closed the daily limit, and continued to occupy the position of ‘Western Securities’ and ‘Huaxin Capital’, becoming the new core leader of speculation in the entire securities sector.

At 9:38, the increase of ‘Lanshi Heavy Equipment’ exceeded 7%, and it was likely to hit the daily limit.

At the same time, the ‘new stock’ sector index rose rapidly by more than 3%, further exceeding the intraday increase of the ‘Internet Finance’ sector index, and squeezed into the first place in the two cities’ concept sector increase list.

At 9:39, ‘Lanshi Heavy Equipment’ hit the daily limit, and the big monster was not dead.

At 9:40, driven by the daily limit of ‘Lanshi Heavy Equipment’, the ‘new stock’ sector index rose further. At the same time, the ‘military industry’ sector, as well as related concept sectors such as ‘nuclear power’, ‘military-civilian integration’, ‘Beidou navigation’, and ‘domestic aircraft carriers’ were fully driven.

At 9:41, the ‘national defense and military industry’ industry sector index showed a trend of straight-line pull-up.

Among them, among the stocks in the industry sector, "Aerospace Development", "China Airlines Heavy Machinery" and "Chengfei Integration" followed the trend and rose.

At 9:42, 'Chengfei Integration', which opened low, turned red and rose. However, the buying volume was still relatively lacking, the volume expansion was relatively limited, and the sustainability was not high.

At 9:43, 'Aerospace Development' and 'China Airlines Heavy Machinery' rose by more than 5%, and the 'National Defense and Military Industry' industry sector index rose by more than 1.5%, squeezing into the top five in the two cities' industry sector growth lists, changing the market's main trend. , once again presented a pattern in which 'big finance' takes the lead, 'big infrastructure' related industry sectors, and the 'defense and military industry' industry sector follow suit, further attracting major financial groups to gather in these main areas.

At 9:44, ‘LeTV’ and ‘Wangsu Technology’ made changes.

Driven by the continued strength of 'Internet finance', the spillover effect of major funds following suit has rapidly spread to the field of 'domestic software', and related to 'film and television media', 'Internet software' and 'Internet applications'. Industry sector indexes also followed suit and rose.

At 9:45, the main A50 index futures contract rose to 1.75%.

At the same time, regarding the related on-site fund products in the securities sector, especially among the derivative fund products, the intraday increase of the graded fund product of 'Securities B' has jumped straight to above the 5% increase mark, and the intraday transaction volume, It also exploded in volume. In 15 minutes, the transaction volume reached 536 million, and it was very enthusiastically sought after by the vast number of investors on the market.

At 9:46, the securities sector index expanded to 2.5%.

At 9:47, ‘Hua Investment Capital’ came from behind and hit the daily limit after ‘Pacific Securities’.

At 9:48, when Huazhong Capital hit the daily limit, the check "Flush" also quickly hit the daily limit.

At 9:49, 'Flush' closed the daily limit before 'Hua Investment Capital', once again setting a new record high in stock price, as well as a new high in the year.

At 9:50, ‘Hua Investment Capital’ successfully sealed the daily limit.

At 9:51, the 'Internet Finance' sector index rose to 3.22%, regaining the top spot among the conceptual theme sectors in the two cities. The 'sub-new stocks' sector fell back to second place in terms of gain, but the 'sub-new stocks' sector index rose to 3.22%. The near-end sub-new stocks in the 'field' are also setting off a trend of rising by the limit, driven by the two big monster stocks of 'Huake Dawn' and 'Blue Stone Heavy Equipment'.

At 9:52, the turnover of the two cities exceeded 150 billion, continuing to show a trend of heavy volume.

At 9:53, the number of daily limit stocks in the two cities that are not on the straight-line board has exceeded 30. The money-making effect of the entire market is still overwhelming.

At 9:54, as the market continues to increase, the main financial groups that follow the trend and rush to raise funds are in the core main areas of 'big finance', 'big infrastructure', 'technological growth', and 'military industry', and the core weight stocks On the premise that both stocks and popular leading stocks have risen, they have spilled over into some main areas that are relatively low. Among them, the automobile industry sector, retail, food and beverage, and household appliances in the 'big consumption' field have begun to gradually rise. , and absorb the surging buying power of the main financial groups.

"Skyrocketing, skyrocketing!"

At 9:55, in Yuhang, Anzhao Fund Company, in the main fund trading room, fund manager Zhou Hui stared at the major indexes where the technical aspects of the two cities were still severely divergent and passivated, and were still rising sharply, as well as the core The expressions in the eyes of several major industry sectors could not hide their excitement, but at the same time, they were also a little nervous and worried: "If the short squeeze continues and the surge continues, I will almost lose my bargaining chips." (End of this chapter)