Chapter 754 The Point Where the Main Market Trend Switches!
Faced with the closing situation of the two cities at noon.
The majority of investors, both inside and outside the market, still feel a little disappointed.
After all, in the early period when the two core main lines of 'big finance' and 'big infrastructure' continued to surge, there were not a few investor groups who followed the trend and bought and continued to take on the core chips of these two main lines. Now, these two main lines have emerged. With the continuous adjustments, their losses naturally amplified.
Of course, the two core themes of ‘big finance’ and ‘big infrastructure’ have not been pursued before.
In other words, a group of investors who have been stuck in the main areas such as "big consumption", "mobile Internet" and "smartphone industry chain" are still very happy in the face of the continuous rebound of these main lines.
However, even most investor groups feel that such closing results are somewhat below expectations.
The overall money-making effect of the entire market is not bad.
In half a day, in addition to the listing of new stocks that have not yet been launched and the stocks with daily limit on the one-line board that are good for resumption of trading, the number of stocks that have naturally changed hands has reached 40, and the total number of stocks with daily limit has reached more than 60.
“Have the two core market lines of ‘big finance’ and ‘big infrastructure’ peaked?”
After the market closed at noon, countless investor groups on various stock investment forums across the Internet began to conduct in-depth analysis and heated discussions on the market performance. Among them, many people saw that the main themes of 'big finance' and 'big infrastructure' were finally After losing the market trend that the previous day's adjustment was completed and the second time was inevitable, people couldn't help but start to have doubts about their views on the two main lines of the market.
"The 'big infrastructure' line has actually been in a high-level sideways oscillation mode for more than a month in the past month, right?"
"Indeed, in fact, if we calculate it carefully, taking the overall market trend in the past month as a reference, the core main line of 'big infrastructure' is related to a number of industry sectors and concept sectors, as well as many related heavyweight stocks and early popular leading stocks. Their trends have seriously underperformed the market.”
"The adjustment of the 'big infrastructure' line is understandable. After all, this line started to rise in April this year, and it is indeed at a relatively high position now, but the 'big finance' line... has only To reach this position and then fall into continuous adjustments is somewhat unexpected.”
"The 'Big Finance' line has risen a lot in the past half month, right?"
"Yes, I see that the securities sector index and the Internet financial sector index have doubled since last month's closing point."
"You can't just look at the growth of the securities sector index and the Internet financial sector index!"
"The main line of 'big finance' is not just the securities sector and the Internet finance sector. Insurance and banks, which have the largest weights, have only experienced an overall increase of more than 20% in the past month, only slightly outperforming the Shanghai Stock Exchange Index this month. The increase is really not beyond expectations, and it’s really not a big increase.”
"If the level of speculation in the 'big finance' line is this high...can this market still be called a bull market?"
"Definitely not. It can only be regarded as a strong rebound at best."
"However, in terms of volume performance, it is definitely a bull market. The market turnover of more than 800 billion is already a record high for A-shares."
"If 'Big Finance' cannot continue to hit new highs, then the logic of the 'bull market' will really not be so solid."
"I think the 'bull market' judgment is definitely correct."
"The trend of the core main line of 'big finance' should be similar to the trend of the main line of 'big infrastructure' and 'military industry' from April to May in the first half of this year, right? As long as the market turnover continues to remain at 8,000 With a scale of over 100 million, I believe that there will definitely be a second wave of more violent and sustained short squeezes in the core line of 'big finance'."
"Compared to the main line of 'big infrastructure' in the first half of the year, doesn't the line of 'big finance' need to be adjusted for a month?"
"As long as you can be sure that the market is not over, then just keep holding it."
"Hey, the key is that the cost is too high, I can't afford it!"
"However, in the adjustment stage, in the past two days... Mr. Su's 'Yu Hang Series' main fund products should not have the slightest sign of reducing their positions, right?"
"In the past two days of the Dragon and Tiger List, we have indeed not seen Mr. Su's 'Yu Hang Series' main fund-related trading seats being sold."
"However, the key holdings of the main fund products of Mr. Su's "Yuhang Series" have been adjusted quite significantly in the past two days. It feels like the main financial groups that followed the trend in pursuing this field are indeed retreating, right?"
"Anyway, I am still firmly optimistic about the main trend of 'big finance'."
“It’s not bad to have gone beyond the main line of ‘big consumption’ that continues to make money!”
"In the past two days, among the main market trends, aren't the two main lines of 'mobile Internet' and 'smartphone industry chain' the strongest performers?"
"The strongest one should be the 'film and television media' sector, right?"
"In the past two days, the 'Film and Television Media' sector has indeed been trending very strongly, and this sector has also been rising for most of the past half month."
"Yes, LeTV has rebounded by nearly 50% in the past half month."
"'Netspeed Technology' has also returned to the 100 yuan share price mark."
"Overall, the decline in this round of index adjustment shouldn't be too deep, right?"
"It should be about 3,300 points at most, but it is hard to say where the two core themes of 'big finance' and 'big infrastructure' will be adjusted to."
"The 'big infrastructure' line has basically gone out of the box-shaped oscillation pattern before, right?"
"As long as the main fund products of the 'Yuhang system' managed by General Manager Su are still firmly optimistic about the 'big finance' line and can continue to hold positions firmly, I believe that the market of the 'big finance' line will soon reverse. After all, if we talk about the main line expectations in the entire market, the 'big finance' line is actually the strongest."
"When the stock price is high, expectations are the best moments."
"Let's not talk about the 'big finance' line. Today, the trend of the 'Huake Shuguang' check is outrageous. It has been 21 consecutive boards, and today this check is actually Of course, the volume has shrunk. "
"The check of 'Huake Shuguang' is indeed ridiculously strong."
"The check of 'Huake Shuguang' is going to break the record of consecutive daily limit of 'Lanshi Heavy Equipment', right?"
"Hey, I was optimistic about this stock a week ago, and it is likely to replicate the trend of 'Lanshi Heavy Equipment' when it was first listed. Unfortunately, I was afraid of high prices and feared that the stock would suddenly pull back, so I didn't dare to buy it. I really missed several daily limit increases!"
"I chased the check of 'Shanghai Steel Union' during the trading session today. Do you think this check can come out? "
"As the number one monster stock in the market last year, 'Shanghai Steel Union' is still very recognizable, and today this check has come out of two consecutive daily limits, and it is very likely to replicate the consecutive daily limit increase of last year. "
"The check of 'Shanghai Steel Union' has now become Is it the new leader of the "Internet Finance" sector?"
"At present, it should be!"
"Hey, I chased the high of the "Tong Huashun" check, and almost chased it to the highest point. I don't know whether to sell it at a loss now?"
"According to the market trend of the past half month, it is better not to sell it at a loss. After all, the market has been unable to trap people for the past half month."
"Don't worry, the market trend of the "Tong Huashun" check has definitely not ended."
"The market trend of the three musketeers of "Internet Finance" should not have ended. Isn't it said that there will be good news of interest rate cuts and reserve requirement cuts in the future?"
"This rumor... I don't know if it is true or false?"
"Looking at the trend of the main line of "Big Finance" in the past two days, it is mostly fake news."
"I also think it is fake news. If the central bank can really cut interest rates and reserve requirements next month, the "Big Finance" 'This core main line that directly benefits from it, can it be like this now? "
"Is the current trend of the 'big finance' main line normal? After all, the K-line pattern deviates so seriously from the important moving average, and it is obvious that there is a need to return to the moving average! "
"Anyway, if you want to build a position now, you must temporarily avoid the 'big finance' main line. "
"It should be said that you should avoid the core weight stocks that have generally risen in the past half month. If they rise too high, they will fall, and if they fall too much, they will rise. This is the essence of the market. "
"But in a bull market, isn't it that the strong will always be strong? "
"A bull market for one month? The Shanghai Composite Index can continue to break through and the market can continue. It is a bull market, otherwise... it is just a rebound. "
"I think we should not expect too much, let's just treat it as a rebound first! "
"There should be no problem in the short term. With the short-term speculation of the two new stocks 'Lanshi Heavy Equipment' and 'Huake Shuguang', there is still a lot of room for market speculation. ”
“Yes, when the market adjusts, the active short-term capital groups will inevitably form a group.”
“What about liquor and white appliances? Do anyone think these two sectors are promising?”
“These two sectors seem to be defensive sectors, suitable for long-term fixed investment, not suitable for short-term speculation? If you want to speculate... to obtain excess profits in the short term, you have to rely on the old monster stocks such as ‘Shanghai Steel Union, Shanghai Sanmao, LeTV, Netspeed Technology, Shibei Hi-Tech, Beixin Road and Bridge, Beijiang Communications Construction, Fushun Special Steel, Huayi Brothers, Huaqingbao...’ which are currently showing a strong money-making effect. ”
“Today, the collective abnormal movement of ‘old monster stocks’ is indeed more obvious than yesterday.”
“Is this the logic followed by the current short-term capital groups in the market in speculation? ”
“It is entirely possible!”
“Let’s see if there will be any good news at noon? ”
“I always feel that the market trend in the afternoon will not be too optimistic, and I don’t know whether the Shanghai Composite Index can hold the position below 3,400 points today.”
“Even if it is not optimistic, there will not be an extreme sell-off trend like last Monday, right?”
“I hope there will be another extreme sell-off trend like last Monday. I missed the buying point last Monday and I regretted it for a long time.”
“I hope it can hold 3,400 points. After all, I chased high yesterday and lost almost 5 points.”
Along with the fierce topic refreshes on major stock discussion platforms across the Internet, as time goes by, during the entire midday suspension period.
Except for a few stocks that issued positive announcements.
Other macro news, especially news from the regulatory authorities, are still calm, with neither clear negative nor clear positive.
And in this news vacuum, the market’s self-emotion is brewing and changing.
When the one and a half hour suspension time passed, 1 o’clock in the afternoon arrived, and the stagnant two markets resumed continuous bidding transactions again.
I saw only active capital groups in the two cities, as well as various short-term capital groups.
It has further begun to converge towards the main areas of 'big consumption', 'mobile Internet' and 'smartphone industry chain', and has accelerated its escape from the currently weak core areas of 'big finance', 'big infrastructure' and 'military industry'. The main line is the "old demon stocks" in market history.
There are more and more active buying orders on the market.
In the market, more and more short-term investors have begun to realize the hidden line behind the speculation of "old demon stocks" and have quickly followed suit.
The main capital flows of all parties are flowing rapidly, and transactions are taking place.
The two cities' trends in the core main lines of 'big consumption', 'mobile Internet' and 'smartphone industry chain', as well as the core main lines of 'big finance', 'big infrastructure' and 'military industry', are becoming increasingly differentiated. The more severe the situation becomes, the more likely it will become clearer that the market’s main trend will change.
"In the main areas of 'big finance', especially the securities sector and the Internet finance sector, the net outflow of main funds has begun to accelerate further."
At around 1:15 pm, in the main fund product trading room of "Future Investment Mixed Selection" of Principal Financial Investment Company in Shanghai, Yi Xiaopeng, the leader of the trading team, carefully observed the changes in the market conditions of the two markets and couldn't help but sigh slightly. tone, he continued: "It seems that there is no hope for the 'big financial' line today. It feels that the entire market has indeed switched its main line, and the trend of 'switching between high and low' is becoming more and more obvious."
Sitting next to Yi Xiaopeng, Zhao Zhongming, the fund trading manager of the main fund product of 'Future Investment Mixed Selection', heard Yi Xiaopeng's words and did not answer for a moment. His eyes still did not leave the two markets and he observed carefully for a while. Just now he sighed and said: "Logically speaking, the 'Big Finance' line should not have such a trend at this position, but since the market has changed like this, we can only respect the market trend.
I just didn’t expect the timing of the main line market switch.
It will eventually fall to the main lines of 'big consumption', 'mobile Internet' and 'smartphone industry chain'. I originally thought that it should be seriously behind the overall market growth, and has been in the doldrums for several years. The historical decline is large enough. , deep enough 'non-ferrous metals', 'coal', 'petrochemical' and other cyclical sectors will come out first. I never expected that consumption and medicine would be unanimously recognized by the main funds in the market. "(End of chapter)