Chapter 763 The Main Market Trend Is Back!
"Indeed, I didn't expect the reversal to be so swift. It seems that... the market just can't fall any further!" Amid the surprise of many bigwigs in the group, someone sighed, "Looking at this situation, it is likely that the market will replicate the pattern of consecutive positive days after November 10."
"It is easy to rise but difficult to fall. Sure enough... this is the bull market!"
"It seems that the trend of the external market has begun to show a diminishing marginal effect on our A-shares."
"The impact of the trend of the external market can only affect the opening sentiment at most. How the market will eventually go is originally based on the fundamentals of the market. At present, whether it is the southbound funds coming in through the 'Shanghai-Hong Kong Stock Connect', or the large-scale institutional funds that continue to increase their positions, or the leveraged funds brought by the margin balance, or the large amount of Chinese and foreign capital that follows the market's money-making effect, Small retail investors' funds... all fund groups are still in a state of actively entering the market, and with so much incremental funds continuing to enter the market, it is difficult for the market not to rise! "
"Yes, the liquidity of the entire market is still growing rapidly."
"The decline is shrinking, and the rise is increasing. This volume pattern also shows that the market can obviously continue to rise, and it also has the continuous momentum to rise."
"As long as the overall investment confidence and bullish sentiment of the market remain in a relatively active state, there should be no need to worry too much about the market."
"It still has to be the two core lines of 'big finance' and 'big infrastructure' to take the lead!"
"It has to be said that the securities and Internet finance sectors have been ridiculously strong in the past month!"
"There is enough With strong enough expectations, the market will naturally be ridiculously strong! "
"It's been less than half a day, and the net inflow of main funds in the entire 'big finance' main line field, banks, insurance, and securities, has reached 4.5 billion. In terms of the net inflow of main funds, it has also completed the reversal of the trend of the previous two days, right?"
"Obviously, it has reversed."
"I didn't expect that the 'Western Securities' check would lead the rise of a number of component stocks in the securities sector today."
"The leader is back. Let's see the sustainability of the market trend of the 'Western Securities' stock tomorrow. If it can continue to break through, the height of the securities sector will be opened again."
"The 'Western Securities' check is the real leading stock in the securities sector, right?"
"From the perspective of the overall growth space, The check of 'Western Securities' is indeed the stock with the largest room for growth in the entire securities sector this month. "
"As the saying goes, 'the strong will always be strong', I feel that as long as the market of the securities sector continues, the market of this leading stock will not stop, and it will definitely continue to refresh the room for growth and the height of the stock price. As for how much room there is to go up, it should be impossible to predict now. "
"On the entire 'big finance' main line, the strongest is still the check of 'Tonghuashun'. "
"The check of 'Tonghuashun' is really awesome. As long as the Shanghai Stock Exchange Index records an upward trading day this month, this check basically closes at the daily limit, which is ridiculously strong. "
"The strong trend of 'Tonghuashun' also has its logic and reason. You can see how much the user volume has increased on the 'Tonghuashun' stock trading platform in the recent quarter? According to the high-probability estimates circulating in the market, its user base has more than tripled compared to the first half of the year. Of course, it is not only the 'Tonghuashun' stock trading platform that has seen a rapid increase in user base. The other two, 'Dazhihui' and 'Dongfangcaifu', have also seen a rapid increase in user base, but the increase is slightly less than that of the 'Tonghuashun' stock trading platform. The increase in user base is not as good, so the stock price is obviously weaker. "
"Such a rapid increase in user base also means a possible surge in subsequent performance!"
"It's not possible, but the performance of 'Tonghuashun' in the second half of the year, especially the performance in the fourth quarter, will definitely be very, very explosive."
"Yes, at present, the valuation level of 'Tonghuashun' is definitely not low, and it is difficult to have cost-effectiveness, but when the annual report performance is realized, the valuation will definitely drop rapidly. When you look back at that time, you will find that the current stock price and valuation are outrageously cheap. "
"Hehe, this is the charm of high-growth stocks, right? ”
“Yes, this is the charm of high-growth stocks, and it is also the reason why the stock price of Tonghuashun has been soaring in succession and cannot be stopped at this stage.”
“The three musketeers of Internet finance are actually quite good.”
“Hey, I have been looking at the check of ‘Tonghuashun’ for many days before, but I have never understood the underlying logic and dared not to make a big move. Now I hear what everyone says... It seems that I will increase my position tomorrow no matter what. If nothing unexpected happens, the check of ‘Tonghuashun’ will most likely become the strongest leading stock in this round of bull market in the entire market!”
“Anyway, I think it will not be a big problem for the market value of ‘Tonghuashun’ to reach 50 billion in the future.”
“If ‘Tonghuashun’ has a market value target of 50 billion, ‘Oriental Fortune’ must have a market value target of 100 billion, right?”
“Why do I think the gap between the two will not be so big?”
“I also think that the subsequent development potential of ‘Tonghuashun’ is greater than that of ‘Oriental Fortune’.”
"There is no need to discuss in detail which one of these three stocks is better and stronger. According to the analysis of the trends of these three stocks in recent times, the main funds in the market have basically the same expectations for the market trends of these three stocks. , and the trends of these three stocks are basically developing simultaneously. Let me say... If you are optimistic about the line of 'Internet Finance', it is best to have all three stocks and have a balanced position. No matter which check is strong, it will not miss."
"What about the three checks of 'Hengsheng Electronics, Jinzheng Shares, and Yinjie Technology'? I think the logic of these three checks is obviously similar to the three checks of 'Flush, Oriental Fortune, and Great Wisdom'."
"The year-end performance of these three stocks should have the potential to explode, right?"
"There is a high probability that it will explode. After all, according to some industry data observations, in the second half of this year, countless institutions such as securities firms, banks, and insurance companies are developing mobile trading programs and business handheld clients, and domestic first-tier securities firms, There are only three companies in the business chain of banks, insurance and other institutions.”
"However, the certainty should still be worse than the three mutual gold swordsmen of 'Flush, Oriental Fortune, and Great Wisdom' right now, right?"
"That's for sure. If they were the same, the stock price performance of these three checks would not be what it is now."
"There is definitely no problem with the 'Internet Finance' line. If we continue to pursue higher prices, we will definitely not be able to catch it. However, I am afraid that violent shocks in the short term are inevitable. There is no certain cost advantage for holding positions. In this case, , It’s not easy to hold on to the chips firmly.”
“The higher the elasticity of a sector, the greater its natural volatility.”
"If you pay attention to safety, you can buy the stock of 'Huaxin Securities'. Anyway... as long as there is a bull market in the market, or the bull market continues, then the main financial groups in the market will definitely not be able to circumvent the market speculation. Open this heavyweight stock.”
"Since the check of 'Huaxin Securities' has been fully circulated, it has lost its flexibility. If you buy this check, it is still difficult to continue to outperform the market index and earn excess market profits. After all, our capital size is , cannot be compared with most major institutional groups, and the most important thing for us to enter the market is to make excess profits. The check of "Huaxin Securities" is more than safe, but not aggressive enough!"
"Even though the core line of 'big finance' is strong, there is no need to focus on this line all the time."
"That's right. The layout of the main lines of 'big infrastructure', 'military industry', and 'sub-new stocks' are actually quite good, and these main lines are all going very strong today and are suitable for radical increase in positions."
“In the main field of ‘big infrastructure’, what deserves attention is the check from ‘Huagong International’, right?”
"The trend of 'Huagong International' yesterday was obviously not going down anymore. Unfortunately, at that time, I thought that the market would continue to develop further based on the logic of 'high-low switching'. I didn't pay attention in time and missed it. Now I'm chasing... …It’s even more hesitant.”
"It's true that the check of 'Huagong International' has fully driven the core main line of 'big infrastructure' today, but in order to become the leader of the entire main line of 'big infrastructure', I think it still needs a little more momentum, right? After all, the value of this check The market capitalization and circulation are actually not small. It is still difficult for general main funds to control the market and can only rely on the combined efforts of the market. However, if the market continues to work together, there will inevitably be differences and the trend will not be too smooth. "
"It is estimated that the subsequent trend of 'Huagong International' will be similar to the previous stocks of 'Huaguo MCC, Huaguo Railway Construction, Huaguo Communications Construction...'. Speaking of which, this check seems to be also managed by Mr. Su's Yuhang Is it a concept stock held by the main fund product? "
"According to the position data released some time ago by the main fund products of the 'Yu Hang Series' managed by Mr. Su, the check of 'Huagong International' is indeed affiliated with its holdings. However, in recent times, the main fund products of the 'Yu Hang Series' have The position data has not been updated. No one knows whether there is any bargaining chip for the "Huagong International" check, or whether the position has been reduced. We can only rely on guessing. "
"If you want to follow the direction of the concept stocks held by the main fund products of the 'Yu Hang Series' for speculation, the two checks of 'China South Locomotive and China North Locomotive and Rolling Stock Corporation' will be more certain. However, the market value and circulation of these two checks will be higher. The size is obviously larger than that of Huagong International.”
"Isn't the core logic of the check of 'Huagong International' the main theme of the macro concept of 'On the Road in the New Era, the Maritime Silk Road'? Today, the entire conceptual theme of 'On the Road in the New Era, the Maritime Silk Road' is being hyped, as well as the concept The increase in the sector index is basically driven by Huagong International. I think Huagong International’s check can definitely continue to increase positions. "
"What do you think of several popular stocks in the 'military industry' and 'sub-new stocks' sectors?"
"I don't think there is any need to participate in 'Chengfei Integration'. After the reorganization failed, this check has lost the value of hype and the imagination of future expectations. Even if there is a temporary rebound, the final result will still fluctuate all the way down. Return to before of value.”
"The chip structure of the 'Chengfei Integration' check has been scattered, so naturally we don't need to pay too much attention to it. The focus is on the two checks of 'Bluestone Heavy Equipment' and 'Huake Dawn'."
"'Blue Stone Heavy Equipment' should have another wave of market trends, right?"
"The Chengdu Gang has done a great job with the stock of Lanshi Heavy Equipment. They have been in and out three times and have hit the right time and made a lot of money."
"This is their awesomeness. I have to admit it."
"Since the Chengdu Gang has control over the Lanshi Heavy Equipment check, and the main line of the military industry has recovered along with the main lines of finance and infrastructure, I think it will not be difficult to create another 20% to 30% of space in the future. It can still take over. As for Hua The check of 'Keshuguang'... is flat today, and the turnover rate has shrunk greatly, so it's not easy to take it over."
"I am also optimistic about 'Lanshi Heavy Equipment'. Before the stock price hits a new high, the relay risk of this check should not be great."
"In fact, since the check of 'Lanshi Heavy Equipment' ended its continuous daily limit trend, it has been in a box-shaped oscillation range trend in recent times. I think if the line of 'Military Industry' can continue to hit a new high, then it is not impossible for the check of 'Lanshi Heavy Equipment' to hit a new historical high. After all, the current market discussion and attention of this check are really high, and there are a lot of active funds willing to take it. "
"Let's look at the market trend of the 'military industry' sector in the afternoon, and then determine the subsequent market space of 'Blue Stone Heavy Equipment'!"
"I really have a bad feeling about the 'Huake Shuguang's' one-line board today. The expectations are too consistent. At this position, the volume is still shrinking and accelerating... It feels like it's the end!"
"'Huake Shuguang' will have 23 consecutive boards tomorrow. With such a strong consistent expectation for this check today, there should be no problem. The biggest pressure is tomorrow, but I don't have the chips for this check, so I can only watch the show."
"I still hope that 'Huake Shuguang' can open a new market continuous board height, so that the market will have better and more short-term speculation opportunities. At the same time, the market's investment enthusiasm and speculation enthusiasm will be further raised, and the speculation risk preference will also rise rapidly. "
With the rapid refresh of the group's messages and the in-depth interpretation of the market by many hot money bosses,
Unconsciously, the market of the two markets has reached the moment of 11:30 in the afternoon.
At the moment when the two markets ushered in the midday closing, the Shanghai Composite Index was fixed at a 1.39% increase. Although the increase of the Shenzhen Composite Index and the ChiNext Index was obviously behind the Shanghai Composite Index, they also rose by more than 1%.
As for the overall main line market pattern of the two markets.
In the first two trading days, the main lines of "big consumption", "mobile Internet", and "smartphone industry chain" that led the market were all sluggish today. Although they are still rising, the increase of related industry sectors and concept sectors is obviously lagging behind the overall market index, and has become a hot core main line with relatively lagging growth in the two markets.
On the contrary, in the first two trading days, the three core main lines of "big infrastructure", "military industry", and "big finance" showed obvious adjustments.
Today, it has once again become the core main line leading the two markets.
Its related popular industry sectors, securities, building decoration, building materials, national defense and military industry, non-public transportation, etc., as well as Internet finance, high-speed rail, cement, steel, commercial real estate development, nuclear power, military-civilian integration, domestic large aircraft, etc., are leading the market.
The entire market pattern of the two cities has been adjusted for two trading days.
In the momentum of opening low and closing high, it has returned to the previous main trend pattern, and the Shanghai Composite Index has begun to return to the charge towards 3500 points! (End of this chapter)