Chapter 818: Unilateral Bullish Sentiment Progresses!
"Although the market fell again late today, the index still hit a new high."
As time passed after the market closed, the discussion among the vast retail investor groups gathered on major stock discussion platforms across the Internet continued unabated.
"Same as yesterday, all corrections are good opportunities to increase positions. Let's wait and see...The index will definitely continue to hit new highs tomorrow."
"The correction is to give an opportunity. Unfortunately, today the leader did not give this kind of correction a chance."
"It's still 'the strong get stronger', 'Blue Stone Heavy Equipment', 'Huake Dawn', 'Great Wisdom', 'Flush'...these leading concept stocks really have no end to their rise, and there is no chance to buy at the slightest correction. Don’t give it.”
"Not only have the market trends of several popular leading stocks not weakened, but they have continued to strengthen, right?"
"Obviously, it is indeed continuing to strengthen."
"Today, the net inflow of major funds in the 'Securities' sector has reached more than 4 billion again, which is really scary."
"'Huaxin Securities' almost reached the daily limit. The trend of the securities sector is really strong. In one month, stocks within the sector have generally doubled."
"The two major industry sectors of 'Architectural Decoration' and 'Building Materials' are not weak either."
"In terms of growth compared with the overall industry sectors during the year, the two major industry sectors of 'building decoration' and 'building materials' are the top growth list. This... many people may not have thought of this, right?"
"The market duration of the main line of 'big infrastructure' is inherently longer than that of the main line of 'big finance'."
"However, today's 'sub-new stocks' sector is somewhat divided. I feel that many of the previously strong near-end sub-new stocks have really fallen a lot in late trading, and the volume of selling has also increased significantly."
"In general, the active capital groups on the market are always converging on leading stocks with heavy weights and leading stocks with real core concepts. I feel that the subsequent short-term market speculation track will still focus more and more on the leading stocks of the two cities. As for other non-popular stocks, if you continue to participate, the chance of outperforming the market may not be as secure as before.”
"That's for sure. In a bull market, if you don't prioritize investing in leading stocks, then why speculate in stocks?"
"As long as the market is still a bull market, it will be fine. Many stocks are not rising much now, and they will naturally make up for the growth later."
"Today, the 'Securities' sector and the 'Internet Finance' sector almost formed a collective price limit trend. Unfortunately, they weakened in the last hour of the late trading. I don't know who was smashing the market in the last hour of the late trading today. If it doesn’t crash... there is a high probability that the Shanghai Stock Exchange Index will rise by 3% today and reach the 3,650 point mark in one go.”
"It's not a smash, right? It's more like the main funds adjusting their positions."
"Whether it's a sell-off or a position adjustment, just remember that this is a bull market. Now that the bull market trend has been formed, it is unstoppable."
"There is no need to analyze too much why the index dived in late trading, just remember that the index is still hitting new highs one after another."
"Buy if you have money. At this time, save money and stocks. Obviously, the returns will be much higher if you save stocks."
"Even if there is a plunge at the end of the day, based on the whole day's market, there is basically no money-losing effect, right? As long as the market's money-making effect is still there, I believe the market will continue to be bullish."
"There's no question that the market is definitely going to continue its bullish trend."
“Tomorrow, ‘Blue Stone Heavy Equipment’ and ‘Huake Dawn’ will probably hit new highs, right?”
"Let's see who reaches a new high first. The one who sets a new high first should be the leader of short-term speculation in the market."
"The logic of the two checks should be the same, right? No matter who hits a new high, the other check will quickly follow suit, right?"
"I think the most awesome thing is the 'flush' check."
"Indeed, whether it is shrinking or increasing, in a word, it is either at a new high or on the way to a new high. No matter when you buy, you seem to be able to make money quickly."
"The K-line trend of 'Flush' is indeed invincible."
"The three Musketeers of 'Internet Finance' are all good. Of course, among the Three Musketeers, 'Flush' is undoubtedly the leader."
"The recent trend of the check of 'Huagong International' has been ridiculously strong. I feel like this check has become the main leader of the entire 'big infrastructure' project, right?"
"The main institution that dominates the check of 'Huagong International' is really awesome."
"Isn't the most noteworthy thing in the entire 'big infrastructure' line today the check from 'China Metallurgical Corporation'? The daily limit of this check today is really neat."
"I'm looking forward to today's Dragon and Tiger List. I feel that today's Dragon and Tiger List in the two cities will definitely be exciting."
"Looking forward to the same..."
"The turnover rate of 'Blue Stone Heavy Equipment' has increased significantly today. I don't know if the funds of 'Rongcheng Gang' are still selling heavily today."
“The check ‘Shanghai Sanmao’ is also worth noting!”
“There is also the check ‘Huake Financial’, which not only has the concept of ‘Internet Finance’, but also belongs to the ‘Huake Group’ stocks. It is an obvious follower of ‘Huake Dawn’.”
"The check of 'Huatong Securities' has reached its limit today. I wonder if it will be on the Dragon and Tiger list?"
“It’s a pity that the ‘Western Securities’ check failed to seal the daily limit today.”
"Today's trend of the check of 'Yingkou Port' is also very critical. It can be said that the market situation of the entire 'port shipping' sector, as well as the two major conceptual themes of 'Northeast Revitalization' and 'Eurasian Economic Belt', are also the main themes of 'Yingkou Port' This check is a powerful boost.”
"There is also 'Shanghai Steel Union', which is still the leader of a group of old monster stocks!"
"The most promising ones at present should be the two checks of 'Lanshi Heavy Equipment' and 'Huake Shuguang' in the field of new stocks; the checks of 'Tonghuashun', 'Dazhihui', 'Shanghai Steel Union' and 'Huake Jincai' in the field of 'Internet Finance'; the two checks of 'Xiangcai Securities and Harbin Investment Capital' in the 'Securities' sector; the two checks of 'Huagong International' and 'Huaguo Zhongye' in the concept theme of 'New Era Road and Maritime Silk Road'; the check of 'Yingkou Port' in the concept theme of 'Northeast Revitalization' and 'Eurasian Economic Belt'; the check of 'Shanghai Sanmao' in the concept theme of 'Shanghai Free Trade Zone'; the check of 'Shanghai Steel Union' in the field of the implicit speculation logic of the old monster stocks in the early history . "
"Well, these dozen or so stocks are indeed the core leading stocks that are the most concerned by the main funds in the current market."
"Whether the market's money-making effect can continue to reach new highs depends on whether these dozen stocks can open up new hype space in the future."
"Look at these stocks, how did the Dragon and Tiger List perform today?"
"Most of these dozen or so stocks should be able to continue to rise tomorrow. Even for mid-cap and large-cap weighted stocks such as "Huagong International", "Huaguo Zhongye", "Xiangcai Securities", and "Hatou Capital", there will definitely be a lot of premium space tomorrow. "
"This summary is good. Tomorrow, buy the leading stocks according to this stock selection range. "
"Yes, go directly to the leading stocks and reap the market's excess profits. "
" "It's a pity that I already filled my position two days ago."
"I also filled my position a long time ago, but I can use leverage. If I use leverage at this position, the risk should be very small."
"The risk is definitely small. According to the current market's extreme money-making effect, one day's profit is enough to cover a year's financing interest."
"In fact, the real core support for the market today is banks and securities."
"Banks have indeed risen a lot today."
"The closing gains of the banking and insurance sectors have remained above 2%. Not only have they not risen a lot, they can be ranked among the leading industry sectors in the two markets."
"I remember the big bull market in 2007. The PE of major banks was nearly 20 times at the peak of the bull market. Compared with the valuation of bank stocks at that time, bank stocks now are really cheap. The PE of the four state-owned banks is all At about 4 or 5 times, and it has not risen above net assets yet, and is still in the stage of breaking net assets. "
"The 'big financial' stocks in the market have fallen too hard in the past few years. Therefore, this month, even though the core line of 'big finance' has risen a lot, in terms of overall valuation, there is no doubt that the overall valuation of the 'big finance' line is still the low point of the entire market. "
"Moreover, once the news of the central bank's interest rate cut and reserve requirement ratio cut is implemented next month, it will definitely be another round of good news for the core line of 'big finance', right?"
"Of course, the central bank cuts interest rates and reserve requirements, and banks are the absolute direct beneficiaries. "
"Is it too late to buy bank stocks now?"
"It's absolutely in time. Bank stocks are still at an extremely undervalued position now. "
"No wonder today, the main funds in the banking sector have a net inflow of nearly 5 billion, which is more than the net inflow of the main funds in the hot securities sector. ”
“Hey, I’m already fully invested in bank stocks. I don’t ask for the valuation of bank stocks to return to the standard of the big bull market in 2007. As long as it can return to half of the valuation level of the big bull market in 2007, it will be enough for the entire banking sector to replicate the market trend of the securities sector this month. ”
“If the valuation of the banking sector wants to return to half of the valuation level in 2007, it must be collectively doubled, right?”
“Is it difficult to double the increase?”
“The plate of bank stocks is really too big. It’s difficult to say it’s difficult, but it’s not difficult to say it’s not difficult either.”
“It mainly depends on whether the market’s trading volume can increase rapidly. If the market’s trading volume in the two markets can quickly break through and stabilize at more than one trillion in the future, then it is completely possible for the banking sector to replicate the market trend of the securities sector this month. ”
“According to the increase of more than 10 billion a day, the trillion trading volume should be seen next week, right? ”
“Next week is the beginning of December. I hope that the news of the central bank’s interest rate cut and reserve requirement ratio cut can be implemented. I also hope that this major good news can further stimulate the market and help the Shanghai Composite Index to move up to a higher level, directly hitting the 4,000-point mark next month.”
“I feel that 4,000 points at the end of the year is completely achievable.”
“I also feel that 4,000 points can’t suppress the Shanghai Composite Index at all.”
Amid the heated discussions of the crowd, the market time has unknowingly moved to 5:30 p.m.
The Dragon and Tiger List of the two cities was refreshed.
The data of the margin trading balance of the two cities was also refreshed along with the Dragon and Tiger List.
According to the published margin trading balance data, it can be seen that the margin trading balance has increased by 6.7 billion yuan within the day, still continuing the trend of unilateral surge, and is approaching 1.12 trillion yuan.
As for the refreshed Dragon and Tiger List of the two cities…
A total of 43 stocks in the two cities were listed today, which is about the same as the number of stocks on the list yesterday.
In the disclosed list, a number of popular stocks that have attracted great attention from investors in the entire market, such as ‘Lanshi Heavy Equipment’, ‘Huake Shuguang’, ‘Dazhihui’, ‘Tonghuashun’, ‘Huake Jincai’, ‘Shanghai Steel Union’, ‘Huagong International’, ‘Huaguo Zhongye’, ‘Xiangcai Securities’, ‘Hatou Capital’, ‘Huatong Securities’, ‘Yingkou Port’, ‘Shanghai Sanmao’, etc., are all on the list.
The Dragon and Tiger List of ‘Lanshi Heavy Equipment’ shows that the main funds of ‘Chengdu Gang’, which had previously intervened, continue to sell chips. However, although the main hot money of ‘Chengdu Gang’ continues to reduce its positions to stop profits, the total buying and selling funds on the entire Dragon and Tiger List buying and selling seats are still in a net buying state, which shows that the hot money is still good at accepting this check.
The Dragon and Tiger List of ‘Huake Shuguang’ shows that well-known hot money investors in the market, as well as two of the hot money investors that took over yesterday, are still increasing their positions at high levels today. Their overall trading performance during the day is still more imaginative than that of ‘Lanshi Heavy Equipment’, judging from the Dragon and Tiger List data alone.
The Dragon and Tiger List of ‘Tonghuashun’ shows that institutions are still playing games, while hot money has basically retreated.
The Dragon and Tiger List of ‘Dazhihui’ shows that the hot money that intervened a few days ago locked positions.
The Dragon and Tiger List of ‘Shanghai Steel Union’ shows that the amount of buying and selling funds is balanced, and it seems that hot money has begun to have differences in the market of this check.
The Dragon and Tiger List of ‘Huagong International’ shows that institutions are still increasing their positions on a large scale, and one of the institutions has increased its positions by 236 million yuan during the day.
The Dragon and Tiger List of ‘Huaguo Zhongye’ shows that Zhang Mengzhu’s ‘Chunhui Road’ has retreated, while institutions are still buying heavily.
The Dragon and Tiger List of 'Xiangcai Securities', 'Hatou Capital' and 'Huatong Securities' shows that their trading seats are basically dominated by institutions, and the institutions that actively undertake the purchase occupy an absolute dominant force. Among them, in the trading seats disclosed by the cheque of 'Huatong Securities', an institution bought 511 million funds in one day.
The Dragon and Tiger List of 'Yingkou Port' shows that the trading seat of 'Huaxin Securities Shenzhen Branch' bought 187 million chips, which is quite crazy.
The Dragon and Tiger List of 'Shanghai Sanmao' shows that it is basically dominated by the 'Magic City Short-term Gang'.
Through the Dragon and Tiger List data of a number of popular stocks, we can see that the most active main capital groups in the two cities are still actively participating in these popular stocks.
And the extreme money-making effect shown by these popular stocks is still there.
In short, through the analysis of the Dragon and Tiger List data of the two cities.
Except for the selling action of the seat of Zhang Mengzhu's 'Chunhui Road', which makes people a little confused, the rest... can't find any reason to be bearish at all.
Therefore, after the announcement of the Dragon and Tiger List of the two cities.
The overall bullish sentiment of all investor groups inside and outside the market, including securities institutions, fund institutions, hot money, and retail investors, has not only not diminished, but has become more and more intense.
Especially many financial media, many institutional analysts, and investment consultants.
In the market forecast at the end of the year, in various main investment analysis reports, the remarks that the Shanghai Composite Index will reach 4,000 points at the end of the year have been shouted out.
Continue to aggressively call on all potential investor groups outside the market to enter the market and do more. (End of this chapter)