Chapter 814: Continued Optimistic Outlook!

"The market is indeed crazy. I just bought a few stocks in the morning, and when I saw the closing price at noon, they all reached the daily limit." Someone in the group immediately responded, "I feel like buying blindly with my eyes closed in the past two days has been a waste. If you can hit the daily limit, the money-making effect is really strong.”

"After the Shanghai Stock Index officially crossed the 3,500-point mark, I feel that the market is stronger than before."

"That's for sure. We all know that the range of 3,000 to 3,500 points on the Shanghai Stock Index is the core area with the heaviest holdup in market history. This area has been fully broken, which means that it has lasted for several years, or since the last bull market. , the huge lockup accumulated in the market has been completely resolved, and it has become an active capital group on the market, which can freely adjust positions to pursue the main trend, so... can the market performance not be stronger than before? "

"The hold-up order turned into a profit-making order, thereby enhancing the liquidity of the market, which seems to make sense."

"For the majority of retail investors in the market, profit-making chips may not necessarily be graspable, but loss-making chips must be graspable, so this analysis must make some sense. I have to say... Shanghai Stock Exchange Index After comprehensively breaking through 3,500 points, the short-term market will indeed be more active. "

"Nowadays, the core leading stocks and concept leading stocks in the entire market have basically no money-losing effect, right?"

"How can there be any money-losing effect? ​​Look at the market covers of major leading concept stocks. There are countless funds raised. How can there be a money-losing effect? ​​As long as the relevant leading stocks dare to pull back, believe it or not, it will happen in an instant. It was pulled up by a large number of large orders from thousands of traders, and the daily limit was closed again. "

"The market's short-term sentiment is indeed increasingly exceeding expectations."

"To be honest, it feels really strange to see a group of small-cap concept stocks dancing with the market's main line-weighted large-cap leading stocks."

"That's not true... before, it was either the February 8th market, or it was pure small ticket speculation."

"With sufficient funds in the market, the dance of large tickets and small tickets will naturally be realized."

"Indeed, the market turnover of more than 900 billion yuan can completely support the continued general rise of the market."

"It should be said that this is not a general rise, right? Although small tickets and the broader market have indeed risen simultaneously recently, and both have performed very strongly, these strong small tickets and large tickets are mainly concentrated in 'big finance' and 'big infrastructure' ', 'Military Industry', 'Secondary New Stocks', and 'Film and Television Media', these core main areas are not completely scattered in all main areas of the entire market, and others such as 'Big Consumption', 'Non-ferrous Cycle', and 'Pharmaceuticals' , 'Petrochemicals', 'Coal'... a number of component stocks in non-popular main areas, such as stocks, have basically not risen much and still completely underperformed the market. I think... this should show that the market has not yet reached a full bull market. During the general rise stage, local market conditions are still unfolding.”

"Is it still a local market? In other words... this is still the first stage of the bull market?"

"It's definitely the first stage, no doubt about it."

"That means that the current bull market is still at the bottom of the mountain. My dear...if we predict this, the Shanghai Stock Exchange Index will definitely exceed the height of the last bull market in this round of bull market."

"Based on the performance of this volume in the first stage, the Shanghai Stock Index will definitely be unstoppable at 6,000 points."

"6000 points are too far, let's look at 4000 points first!"

"Based on the current shape and trend of the index, as well as the trend slope, is the expectation of 4,000 points by the end of the year still a problem?"

"There shouldn't be any big problem."

"It still depends on whether the central bank's expected interest rate cuts and reserve requirement ratio cuts at the beginning of next month can really come true? If this major benefit can really be implemented completely and lead to a major change in the entire macro-capital landscape, the Shanghai stock index will be 4,000 at the end of the year As expected, there is no problem at all.”

"Yes, if the macro-capital situation can be completely reversed, from the previous monetary tightening to a monetary easing policy, it will at least bring trillions of incremental funds to our A-shares."

"Stop talking about it, the current money-making effect of the market has stimulated at least several trillions of incremental funds."

"I think no matter whether the benefits of the central bank's interest rate cuts and reserve requirement ratio cuts can really be realized, it can't change the expectation and trend that the Shanghai Stock Exchange Index will continue to break through and touch 4,000 points at the end of the year, right? After all, there are many active funds inside and outside the current market, except for the current stock market. It’s easy to obtain excess profits, and there are no such good investment opportunities in other fields.”

"Yes, the first choice for many active OTC funds in the past was the property market. However, in the current property market, although the policies are relatively relaxed, the confidence of investors in the property market has been hit for several consecutive years. However, it has not recovered. It is estimated that the recovery of the property market will take a long time, and this brewing time may be enough for the A-share market to complete a bull market. "

"While the big A bull market is in full swing, I hope the property market can recover more slowly and not divert too much active funds from the macro-capital side."

"For many private capital, there are only two investment channels that can obtain excess returns, either the property market or the stock market. There is currently no sign of recovery in the property market, but the stock market has recovered first. Under such circumstances... these funds can still be used if they do not come to the stock market. Where to go? So it can be expected that no matter how the central bank’s monetary policy goes in the future, capital liquidity will definitely become more abundant for the stock market.”

"There is no problem with the basic logic of the capital side, so you can go long with confidence."

"Go long with full position!"

"Yes, if you don't go long now, when will you go long?"

"Today, 'Lanshi Heavy Equipment' and 'Hua Ke Shu Guang' are the core leaders of the two new stocks. Do you feel that 'Hua Ke Shu Guang' is stronger in the market trend, which means it is blocking 'Lanshi Heavy Equipment'."

"The recent trend of these two monster stocks is actually a bit of blocking each other. Before, 'Lanshi Heavy Equipment' was weak and 'Hua Ke Shu Guang' was strong. It's just that in the past few trading days, 'Lanshi Heavy Equipment' has become slightly stronger under the joint hype of the 'Chengcheng Gang'."

"The hype logic of the two monster stocks is essentially the same."

"If you want to do these two stocks, the best way is actually , just don't make a choice, just buy half of each stock. "

"At present, the two stocks are not far from the previous high. I think it depends on who will cross the previous high first. The one that can cross the previous high first and stabilize it should consolidate its leading position and lead its own concept sector to another wave of sustained market. "

"Speaking of these two stocks, in terms of the driving effect on their respective industry sectors and concept sectors, it is obvious that 'Lanshi Heavy Equipment' is stronger, right? After all, stocks like 'China Airlines Heavy Machinery', 'Aerospace Development', 'Hongdu Aviation', 'Fushun Special Steel', and 'Dalian Heavy Industry' are basically driven by 'Lanshi Heavy Equipment'. "

"The abnormal market of the main line of 'Military Industry' cannot be regarded as driven by 'Lanshi Heavy Equipment', right? The main line of 'Military Industry' has its own logic. "

"No matter what the reason, ' "The driving effect of 'Bluestone Heavy Equipment' is stronger."

"It's a pity that the 'mobile Internet' line is not the current core hot line, and the main funds have very limited active acceptance power on this line."

"So it's better to use the 'Bluestone Heavy Equipment' check?"

"It can't be analyzed like this. The final result of the two checks is still the nature of the main funds. The 'Bluestone Heavy Equipment' check was on the Dragon and Tiger List yesterday. The 'Chengdu Gang' that had been dominating the stock market before was obviously retreating on a large scale. I think 'Huake Shuguang' is stronger. In addition, the driving effect of the 'Huake Shuguang' check, the stocks of the 'Huake' series have also risen well in the past two days, and even 'Huake Jincai' has directly walked out of the extreme profit effect of the continuous board.

"All of them are recent. As for the new stocks, I would say any one of them is fine. "

"Is everyone still paying attention to the 'Tong Hua Shun' check today? The market divergence of this check is really getting bigger and bigger. The strange thing is that the greater the divergence of the market, the higher its stock price can rise. To say... the bottom chips of this check have been loosened long ago, and its stock price should have been adjusted long ago. Unexpectedly, it has been rising for a month. "

"I think the check 'Tong Hua Shun' cannot be analyzed with short-term thinking. "

"Yes, the underlying logic of this check is still financial, but the fundamental driving force for the stock price increase is the violent growth on the cusp of the bull market. "

"I heard that there are great differences in the expectations of the performance of the 'Tong Hua Shun' check this year. I think this is also the reason why the stock price can continue to hit new highs despite the great divergence of funds on the market. "

"The differences among institutions on the performance of this check this year are indeed great. The conservative ones expect a doubling of growth, and the aggressive ones have already seen a 5-fold or 10-fold growth. ”

“From this perspective, this stock has become a stock dominated by ‘institutions’.”

“It has indeed become a stock dominated by institutions. The short- and medium-term active funds that intervened at the bottom before, as well as a large number of main funds, have been out in large numbers during the continuous rise, but… the fund products managed by Mr. Su of the ‘Yuhang system’ should still hold a large number of chips for this stock. ”

“Since it has become a stock dominated by institutions, it does not conform to the short-term investment thinking. ”

“Among the three musketeers of ‘Internet finance’, ‘Dazhihui’ is a stock dominated by pure hot money and various short-term funds. I think at this position, the trend elasticity of ‘Dazhihui’ is higher than that of ‘Tonghuashun’, and of course, it will definitely be higher than that of ‘Oriental Fortune’. ”

“‘Dazhihui’ is good, but it did not give a relatively good price today, and the opening position is too high. ”

“For such a main line concept leader with a relatively high certainty, it is usually difficult to have a relatively good intervention price. If you want to participate, you can only chase high and relay. ”

“What about the ‘Shanghai Steel Union’ check? ”

“Not bad, but the logic is probably not as strong as the ‘Internet Finance’ three musketeers. ”

“In fact, I think the two checks ‘Jinzheng Shares’ and ‘Yinjie Technology’, which have risen from relatively low positions, are good. They have excellent concepts, suitable circulating stocks, and their medium- and short-term performance also has a lot of room for imagination. ”

“‘Jinzheng Shares’, ‘Yinjie Technology’, and ‘Hengsheng Electronics’ should be regarded as the three musketeers of ‘trading software development’, right?” ”

“For these two checks, we still have to see the sustainability, right?”

“Both checks have achieved consecutive boards today, so it’s not considered sustainable?”

“I think it’s worth participating. In the ‘Internet Finance’ sector, there are not many high-quality stock targets with pure ‘financial technology’ concepts and medium- and short-term performance imagination space. These two checks are definitely counted, and as long as the market hypes the theme of ‘Internet Finance’, these two checks will definitely rise with it.”

"Well, the main reason is that the current positions of the three stocks of 'Tonghuashun', 'Dazhihui' and 'Dongfang Fortune' are too high, so we can only settle for the next best thing."

"Don't you pay attention to the two heavyweight stocks of 'Huaxin Securities' and 'Huaguo Construction', which are the core main lines of the market?"

"These two stocks represent the market heat of 'big finance' and 'big infrastructure'. The circulating market of hundreds of billions of yuan is destined to be watched but not bought."

"These two stocks should be said to be the emotional stabilizers of the two main lines of 'big finance' and 'big infrastructure'."

"Yes, as long as these two stocks perform well, then the two core main lines of 'big finance' and 'big infrastructure' can be freely speculated."

"The trading volume of 'Huaxin Securities' today is still expanding."

"This 'Huaxin Securities' stock, Maybe it will reach the daily limit today."

"Limit limit? It's unlikely. If this stock reaches the daily limit, it will siphon 20 billion yuan of funds from the market!"

"Even if it doesn't reach the daily limit, the stock of 'Huaxin Securities' will rise by more than 7% in the afternoon, which should not be a big problem."

"'Huaxin Securities' and 'Huaguo Construction' should be regarded as the two heroes of the core main line of the market."

"It can be regarded as the weather vane of the entire market!"

"It is also the absolute heavy holding stock of institutions. If the market trend of these two stocks does not collapse, the market trend will not be a problem, and the market will continue to hype along the two core main lines of 'big finance' and 'big infrastructure'."

Accompanied by the rapid update of the group messages, and the detailed analysis and interpretation of the morning market by many group bosses after the market.

Unconsciously, the one and a half hour midday suspension time has passed.

Under the attention of the crowd, the pointer of time passed 1:00 p.m., and the stagnant two market disks once again ushered in a continuous bidding trading period.

I saw that the emotions were brewing for an hour and a half in the afternoon.

As soon as the two markets began to jump, countless buying funds quickly and violently poured into the market again, frantically chasing the hot concept stocks and main-line weighted stocks in the two markets. (End of this chapter)