Rebirth of the Investment Era

Chapter 888 The Market Investment Sentiment Is Recovering Rapidly!

"This big positive line is moving very beautifully today!"

Seeing the closing situation of the two cities, many people on the online stock investment discussion platform where a large number of retail investors gathered, especially in the stock discussion areas of major trading platforms, expressed sincere emotions.

"The strong recovery of 3,600 points is really impressive. The trend of the Shanghai Stock Index is obviously the end of the adjustment and preparations to continue the counterattack of 3,800 points."

"It looks like the adjustment is over."

"And not only is the adjustment over, looking at the market trend, the core main lines of 'big consumption', 'mobile Internet', 'smartphone industry chain' and 'film and television media' have begun to completely replace 'big finance' and 'big finance'. Infrastructure' and 'military industry' are the core main lines. This is the transformation of the market's main line structure and the form and trend of the main line market switching. I feel that the subsequent Shanghai Stock Exchange Index will be in 'big consumption', 'mobile Internet', 'smartphone industry chain', and 'film and television'. Driven by these core main lines, the media will quickly restore the previous adjustment trend and launch an attack at 3800 points.”

"The trend of the core main lines of 'big consumption', 'mobile Internet', 'smartphone industry chain' and 'film and television media', isn't the market bias more towards the small and medium-sized board and GEM? I feel that the market trend behind it The trend of small and medium-sized enterprises and GEM should be much stronger than that of the Shanghai Stock Exchange Index, right?”

"I also feel that is the case. After all, this year, the GEM index has basically not risen much."

"I feel that the three core main lines of 'big finance', 'big infrastructure' and 'military industry' have obviously not finished adjusting yet, and they cannot be the core main force when the market rises in the future. In this case, what will happen in the future? The main direction of the market trend will definitely be the growth concept stocks indexed by the small and medium-sized board and the GEM.”

“I feel that the subsequent market trend will probably be inversely related to the previous market trend, right?”

"Looking at the market performance last year and this year, it is easy to guess. Last year, the Shanghai Stock Index did not move, and the GEM Index doubled. This year, the Shanghai Stock Index almost doubled, and the GEM Index did not move much. Then... the next step must be The GEM index and the small and medium-sized index have been rotating.”

"Yes, and the adjustment time for concept stocks pointing to the direction of the small and medium-sized board and the GEM has been long enough."

"Not only does it take a long time to adjust, but there is also a lot of room for adjustment."

"It is very clear from today's market trend that the three core main lines of 'big finance', 'big infrastructure' and 'military industry' will definitely be difficult to market in the short term."

"Throughout the day, the three main lines of 'big finance', 'big infrastructure' and 'military industry' all showed a net outflow of main funds. Such a capital flow will only increase if it can rise."

"However, today, although the main industry sectors and concept sectors of the three main lines of 'big finance', 'big infrastructure' and 'military industry' have shown an outflow on the whole, they have still risen. It’s just that it generally hasn’t risen higher than the market.”

"Don't compare the closing results, look at the trend results throughout the day."

"Yes, compared with the market trend results throughout the day, the trends of the three core main lines of 'big finance', 'big infrastructure' and 'military industry' are ridiculously weak."

"It's obviously not sustainable!"

“I chased two lots of ‘Western Securities’ stock in the early trading, thinking that after the securities sector fell so much, it would rebound violently. I didn’t expect that I would still lose money in the late trading. I was speechless.”

"The securities sector and the Internet financial sector are sectors that should be avoided at the moment!"

"In the early trading stage, the main lines of 'Big Finance', 'Big Infrastructure', and 'Military Industry' were still very strong. But I don't know why the market suddenly collapsed near midday, and in the afternoon, the entire market collapsed. The trend of hot spots is towards a group of concept growth stocks, mainly small and medium-sized boards and GEM.”

"Why is the collapse approaching midday? Isn't it because there are too many profit and settlement bargaining chips in the three core main areas of 'big finance', 'big infrastructure' and 'military industry'? Such a heavy Profit taking and arbitrage are all potential huge selling forces on the market. With such heavy selling power suppressed, the three core main lines of 'big finance', 'big infrastructure' and 'military industry', in the short term How could the market rise?"

"Compare this to the areas of small and medium-sized boards and GEM that were intensively speculated last year, namely the two core main lines of 'mobile Internet' and 'smartphone industry chain'. Since December last year, these two main lines have begun to fully ebb. So far in December, the two main lines have just experienced a short-term profit-making effect, showing a generally strong attitude of outperforming the market. The adjustment time in the middle...it took a whole year! "

"Yes, it took a whole year. During this year, in addition to the line of 'Internet Finance', the core line of 'Big Finance' came up and was once again hyped by the main funds from all parties. In this wave, the rest of the industry sectors and concept sectors related to the main lines of 'mobile Internet' and 'smartphone industry chain' are all continuing to fluctuate in a trend of adjustment, condensing a new chip structure."

"The 'Internet finance' sector is quite special."

"This sector should belong to the main line of 'big finance', not the core main line of 'mobile Internet'."

"So, the market trends of the 'Internet Finance' sector should be viewed separately."

"In short, judging from last year's market trend style, the three core main lines of 'big finance', 'big infrastructure' and 'military industry' are definitely not at the end of the adjustment."

"Such a heavy profit-taking and arbitrage adjustment will take at least half a year to regain momentum, right?"

"Anyway, it is right to avoid the industry sectors and concept sectors related to the three core main areas of 'big finance', 'big infrastructure' and 'military industry', as well as the major popular stocks, heavyweight stocks and leading stocks. At this time ...The risk of buying stocks in the nonferrous metals cycle, petrochemical industry, and coal is less than buying high-priced stocks in the main areas of 'big finance', 'big infrastructure', and 'military industry.'

"The 'film and television media' line is still strong!"

"That's right, your sister, the line of 'Film and Television Media' is really good. Today it almost jumped by nearly 6 points, and the trend of the entire sector index has completely recovered the previous decline of the Shanghai Stock Index from 3800 points. , hitting a new annual high.”

"Not only that, the entire sector has exceeded the daily limit of 10 stocks today."

"What the hell, 10 stocks in the entire sector have reached their daily limit. This is already a daily limit wave for the entire sector, comparable to the securities sector in its previous full-scale outbreak stage."

"It is indeed strong, and the trend is very healthy. Many stocks did not increase their volume when they reached the daily limit."

"Not increasing the volume means that the chips at this position are very scarce and no one is willing to sell."

"The key is that the check for 'LeTV' has also reached its daily limit."

"The 'film and television media' sector is the core sector of the entire small and medium-sized market and the GEM index. If this sector is strong, the trend of the small and medium-sized concept growth stocks in the entire market will not be much worse."

"Indeed, it is true. Unexpectedly, after the collapse of the core main lines of 'big finance', 'big infrastructure' and 'military industry', the core sector that came out strongly became the core main line of the two cities' leaders. It turned out to be 'film and television' The media’s line is really surprising.”

"Actually, there's nothing surprising. The 'film and television media' line has been relatively strong before."

"Yes, the current line is just a more consistent situation of long funds."

“It seems that the ‘Film Industry Revitalization Plan’ policy proposed by five ministries and commissions in June this year is now beginning to actually exert its power.”

"That's right, it's starting to show its power."

"The 'film and television media' sector can continue to explode and continue to receive concentrated funding from all major financial groups. In fact, there are already traces of it. In the past period, news from all parties has been reporting that the movie box office of the entire domestic film market is expected to be high in the second half of the year. Under the ticket subsidy policy, it will explode rapidly.”

"It's a pity that not many people believed it at that time!"

"It's not that no one believed it, it's just that at that time, everyone's investment eyes were all on the three core main lines of 'big finance', 'big infrastructure' and 'military industry'. What they were looking at were securities and Internet finance. Continuous surges, the strongest sector that continues to hit the daily limit, or the sub-new stock sector that has shown the ultimate explosive money-making effect in the first two months. In this case... it is difficult for everyone to focus on the expectation that it was not as strong as it is now. and the wonderful 'film and television media' sector, and focused on raising funds to do more."

"That's the truth. Looking at it now... the logic of the 'film and television media' line is obviously clearer."

"New Year's Day, Spring Festival, and next year's movie box office market will see explosive growth. It's hard not to see a rise in the 'film and television media' line."

"Is there the strongest trend in the current market?"

"Haha, fortunately I bought some chips in the main line of 'film and television media' in early trading today, otherwise I would regret it after the market closes."

"I also bought 1,000 shares of LeTV, hoping to give me a year-end red envelope."

"There should be no problem. In fact, the check of 'LeTV' has the expectation of logical repair. After all, the performance of 'LeTV' in the past half year was really miserable. If Mr. Jia didn't show up, If so... I’m afraid the stock price of ‘LeTV’ will not rise.”

"If you ask me, the check of 'LeTV' is definitely the core of the entire 'film and television media' sector."

"That's for sure. The entire ecosystem of 'LeTV' is very healthy."

"Mr. Jia is still awesome."

"Huace Film and Television, Enlight Media, Huayi Brothers...these tickets are not bad, right?"

"Enlight Media should be the safest and an absolute first-line core stock. Unfortunately, the equity of this check is not very good. I always feel that the market is a bit heavy. A lot of funds have entered, but the stock price has not risen as much as other stocks. The expectations are obviously very strong. , even though LeTV reached its daily limit, it only rose by 7 points.”

“It’s a flaw that Enlight Media’s circulation disk is too large.”

"Huace Film and Television has a good paycheck and is definitely the core leader in film and television drama production."

"Movie-related stocks are more reliable, right? Anyway, I think so. If you want to buy core stocks in the 'film and television media' line, your priority must be stocks in the film business. After all, the country's direct policy The positive stimulus lies in the direction of the 'movie industry'."

"I think as long as we follow the core main line of the market, the returns should not be bad."

"Yes, if you can't choose stocks well, I think it's good to buy the 'Film and Television Media' ETF fund."

"Yes, especially the structured funds, which are so attractive."

"Haha, indeed, structured funds have their own leverage effect, and the main line is not biased. Buying industry structured funds means buying industry leading stocks."

"Everyone, isn't the 'Quantong Education' check the leader?"

"The 'Quantong Education' check is the leader, but it is the leader of 'Internet online education'. It should not be considered the concept leader of the core line of 'Film and Television Media', right?"

"But doesn't it also belong to the 'Film and Television Media' sector?"

"That's still different. It's a bit like the 'Big Finance' main line besides the 'Internet Finance' sector, and the comparison with the securities sector."

"But no matter what, the 'Quantong Education' check is indeed the concept leader of the two cities."

"It's a pity that the plate is too small, and the capacity It can't accommodate big funds."

"It doesn't matter if it can't accommodate big funds, as long as it can accommodate retail investors like us."

"After the stock price goes up, the circulating market will become larger, and then it will be able to accommodate big funds, so a small market has always been a problem. As long as the concept logic is correct, it can rise, and there is no doubt... At present, the "Quantong Education" check has already taken a position as the leader of the two markets."

"If funds continue to be optimistic about the concept of "Internet online education", I think "Quantong Education" still has ten times the expected space."

"Great, it's ten times?"

"The leader doesn't talk about the top, just follow it and buy it."

"No matter whether it's ten times or not, this check will definitely not die at present."

"What about the "Apple concept" sector? No one is paying attention to it? I feel that this sector It's very strong, and next year Apple will release a new phone, which is also expected to be very strong. "

"In fact, the core line of the 'smartphone industry chain' is still looking at domestic growth, right?"

"Many stocks in the 'Apple concept' are also domestic suppliers of growth!"

"Yes, in fact, this line is not bad. Look at the trend of the 'Changying Precision' check. Damn... It's really strong. It has also repaired all the retracement losses since the Shanghai Composite Index fell by 3,800 points. It has also created a new annual high, and it is almost a record high. "

"In the 'smartphone industry chain' line, there is no doubt that the 'Apple concept' line is definitely the core of the core. Goertek, O-Film Technology, Crystal Optech, Xinwei Communication... These stocks are all pretty good, just buy them, that is, 'Lixun Precision' This check is controversial. "

"Why is the check for 'Lixun Precision' controversial? "

"It's because this check is one of the heavily-held stocks of the 'Yuhang System' headed by General Manager Su."

"But the chips of this stock held by General Manager Su are all restricted shares, and they don't affect the market trend, right?"

"Who cares whether you are restricted shares or not? The 'Yuhang System' concept stocks held by General Manager Su are the core stocks that everyone should avoid in the current market."

"These funds...should still be worried that General Manager Su will smash the market, right?"

"That's right, but General Manager Su...has never smashed the market!"

"Except last Monday, the 'Yuhang System' fund headed by General Manager Su smashed the market once, and there has been no more smashing of the market since then. If you ask me...these institutions have no pattern, they are afraid of this and that..."

"That's right, they have no pattern."

"But even so...I think it's better to avoid it, unless you see signs of the 'Yuhang System' fund products headed by General Manager Su buying again."

"At present, it should be difficult, right? "

"Mr. Su has not appeared on the Dragon and Tiger list of the two cities for so many days. It is estimated that it will be difficult for him to appear in the near future."

And just as everyone expected.

With the heated discussions among countless retail investors on the entire network.

With everyone's continued speculation about the main capital of the 'Yuhang system'.

When the Dragon and Tiger list of the two cities was refreshed at 5:30 pm, and the two cities announced the balance of margin trading, there was still no related figure of the main capital of the 'Yuhang system' on the entire Dragon and Tiger list.

But the change in the balance of margin trading surprised everyone again.

According to the financial margin trading data disclosed by the market, the margin trading balance has increased again. Whether the market falls or rises, the margin trading balance is increasing.

When the market falls, it increases more slowly.

When the market rises, it increases more quickly.

In general, it rises, and continues to rise...

Such a change in the balance of financing has also made the majority of investors, who have been reactivated to buy after the market, more optimistic about the market situation and trend in the future.

However, will the actual market trend go as expected?

Will the Shanghai Composite Index continue to rebound, repair the previous correction losses, repair 3,800 points, or even hit the 4,000 point mark? (End of this chapter)

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