Seeing a steady stream of buying, is still pouring in, and due to the leading role of the 'building decoration' industry sector, steel, building materials, real estate and other industry sectors, has also been gradually driven, the core stocks in the industry sector, continue to attack upward, in the market, investors' attention and emotions, can not help but become more and more intense.

"Damn, not a deception?"

Seeing the instantaneous divergence of market sentiment and the strength of the main capital attack, the investors who paid attention to the market, the investors who had previously threatened to be the main force to save themselves and pulse fluctuations couldn't help but exclaim at the moment, and the original bearish idea was instantly shaken in the rally of continuous breakthroughs in various sectors.

"What logic? This is a ...... Some don't understand it. ”

"Building decoration, building materials, steel, real estate...... Looking at these leading sectors, it is obvious that they are all revolving around 'infrastructure' and 'real estate'! ”

"It's all big guys in the traditional sunset industry, and the real estate has recovered?"

"In terms of macro policy, it is true that the real estate industry has been loosened, but to talk about recovery, I am afraid it is too early to judge, right? As far as I know, many large companies in the real estate industry are currently in high inventory, financing is not smooth, and the transaction volume and price of the entire property market are still in a downturn, and the recovery of the industry is not visible at all. ”

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"Then what the hell is this rising logic?"

"Although there is no sign of recovery in the property market, the infrastructure field is an incremental highlight, right?"

"According to the financial reports of many companies that have been announced, the performance of steel, cement, and these 'stupid and coarse' stocks does show signs of recovery, but the market attention is no longer in this regard, and even if the industry increment is highlighted, the space is very limited, right? These traditional sunset industries do not have any valuation advantage at all, and I don't think there is any sustainable market logic. ”

"Let's look at the over-falling rebound first, these 'stupid and big' stocks, although the future prospects are not good, and there is serious overcapacity in the industry, but they have fallen hard enough before, and I think it is normal to rebound."

"Yes, the harder you pull, the clearer the logic of the over-fall rebound."

"After all, according to the routine of the main funds, that is, after the rapid pull, the rapid accumulation of market sentiment and sentiment, there will be a large number of followers pouring into the market, rising, this kind of traditional field stocks with no prospects, even if they rise to the sky, it has nothing to do with me, the future market hope, obviously, or the gem-based."

"Yes, yes, technology is the future, these 'stupid big and rough' blue chips with no prospect are still dead!"

"Steel, Construction, Real Estate...... These large-cap penny stocks, but the favorite of the uncles and aunts, look at it, this kind of field with no prospects, at most a day of rebound, will fall back. ”

"Hey, it...... The stock of high-tech development also went straight to the limit! Are you sure this is an over-bearish rally? ”

"In the building decoration industry sector, 10 stocks have risen by more than 5%, which is a ...... Is it really a rebound, not a reversal? ”

"Ahh The net inflow of the main funds of the entire building decoration sector has reached 700 million, no matter what, regardless of whether it is a rebound or a reversal, in this case, let's talk about it first, the main funds are bought in such large quantities, and it will not bury me, right? ”

In the midst of heated discussions......

Building decoration, building materials, steel, real estate and other sectors around the 'infrastructure', in the whole 'Yuhang Investment' continued to invest in the process of capital pulling, but it is getting stronger and stronger, with the passage of time, the trend of several major plates, the linkage is also getting closer and closer.

"It's actually the field of 'infrastructure', rushing out!"

In the following 'Huaguo Construction, Huaguo Metallurgical, Huaguo Communications Construction, Huaguo Railway Construction, Huaguo China Railway' have risen by 5%, Beixin Road and Bridge, High-tech Development, Pudong Construction three stocks, one after another to close the price limit, the entire 'building decoration' industry sector, has been fully broken out at the moment, the magic capital, Zexi Investment, in the trading room, Xu Shen stared at the market, look, very surprised: "The trend of the market is always so unexpected." ”

Since the market bottomed out and rebounded, after the main funds of all parties in the market failed to continuously do the two core main lines of the small and medium-sized board, the 'mobile Internet' and the 'smart phone industry chain', he realized that the main line style of the market may change, but he did not expect that it would be the 'infrastructure' that took on the heavy responsibility of breaking through and became the strongest market since the market rebounded.

"I feel that the main funds that detonate today's market are not simply around 'infrastructure'." Following Xu Shen's words, fund manager Zhou Kan said, "Boss, look...... The most obvious changes on the disk, the most powerful stocks, whether it is building decoration, building materials stocks, or steel, real estate sector stocks, basically have a characteristic, that is, the controlling party, all state-owned institutions. ”

"It is not so much the point of the main capital as infrastructure, but the 'reform of state-owned enterprises'."

"Of course, looking at the market, there is still a hidden concept of 'preferred stock pilot', after all, according to the 'preferred stock pilot document' announced by the regulator before, blue chips are obviously the first to earn."

Hearing Zhou Kan's reminder, Xu Shen pondered for a while, and said: "It's true, it seems that the pattern of market differentiation is brewing, and all the benefits in the direction of the regulator basically point to the release of the blue-chip field, and the timing of this capital is also very cleverly grasped." ”

Before the 'infrastructure' is fully broken.

In the whole market, the hot spot has fallen into a state of lack of money, the old hot spot can not be speculated, and the new hot spot has no continuous funds to follow, resulting in all kinds of funds, for a while can not find the direction of the breakthrough, and in this case, the 'infrastructure' comprehensive breakthrough, playing popularity and emotion, as well as a strong money-making effect, instantly attracted all kinds of funds that can not find the direction of the breakthrough to participate.

"The boss thinks...... Is there any hope for a reversal in this field? Zhou Kan paused and continued, "Has this market revolving around 'infrastructure' become the core theme of the market and lead the market to rebound further?" ”

"Judging from today's capital follow-up effect, there is such a probability." Xu Shen said, "But if you want to determine that the follow-up main line is this one, you have to judge it according to the degree of fermentation of market sentiment, as well as the sustainability and heat of the market in this field in the next few trading days." ”

"So we're ...... now Follow? Zhou Kan asked.

Xu Shen pondered for a moment and said: "Let's take a look first, if it is really the core main line of the market, if you do the opportunity on the right side, the profit will not be too bad." ”

For the two major fields of 'infrastructure' and 'real estate', he does not have deep research.

Therefore, in the face of the sudden outbreak of stocks in these two areas, he still has to take a look at the market's reaction and sustainability before he can make up his mind to follow, after all, the previous blue-chip range riot market, none of which has played a sustained one, so although he feels that the market has a high probability of 28 conversion of the market, but he still has a cautious attitude towards this, and is willing to give up the cost advantage of early intervention and choose the right trading opportunity with greater certainty.

And at the moment when Xu Shen stood still and watched the changes.

In the Shenzhen market, within the Xinniu Fund, fund manager Fang Xinsheng was overjoyed, and hurriedly instructed the traders to make every effort to increase their positions in the core stocks of 'big infrastructure' that led the market today.

"Sure enough, I said that the direction of market breakthrough will inevitably be born in the field of 'infrastructure'." Fang Xinsheng instructed the traders to increase their positions with all their might, and said excitedly, "Real estate recovery, urbanization construction, rural construction and other infrastructure construction have been significantly accelerated, and the increment of the entire 'infrastructure' is advancing rapidly. ”

In his trading strategy, he doesn't care about any emerging industries, traditional industries.

He only focuses on the areas with the greatest difference in future expectations in the market, relatively speaking, the most potential and the most worthy of speculation, whether that field is a traditional industry or an emerging industry, as long as such an opportunity arises and is verified by the trend of the market, then ...... He didn't hesitate to make a move.

"Manager Kefang...... The previous expectations in this field were also there, why didn't they stir up? Mu Zhengxing, the head of the trading team, asked while operating, "How can we judge that this market outbreak in the field of 'infrastructure' is a reversal, not an over-falling rebound?" ”

Fang Xinsheng replied with a smile: "In the market, there is not a difference in expectations, there must be a market, indeed, according to our research, the demand in the field of 'infrastructure' has long been highlighted, and the regulator's policy relaxation in the real estate field has continued to increase, in other words, the future reversal expectations in this field have been increasing." ”

"However, as you can see, the market just turned a blind eye to this."

"The valuation of core stocks, in the market changes, not only has not improved, but in the last month or two, it has been further compressed."

"Does this prove that the market is wrong? Neither is it! ”

"For the market itself, there are expectations, there are valuation advantages, this is just the basic conditions for the outbreak of the market, and it may not really be able to come out, if the market really comes out, it needs to be catalytic, and the catalyst of the market, in my opinion...... It is the market's capital, sentiment, and resonance with the market's macro conditions and favorable policies. ”

"Let's look at today's ......"

Fang Xinsheng paused and continued: "'Building decoration, building materials, steel, real estate' and other industry sectors, multi-sector linkage, and core stocks, all of which are rising in volume and price, coupled with the reform of state-owned enterprises, the issuance of preferred shares and other favorable stimuli from macro policies, resulting in a large-scale influx of capital into this field to do speculation." ”

"The funds of the whole market, in this case, have formed a joint force."

"In this way, all aspects of the conditions have formed a resonance, which also shows that the breakthrough in the field of 'infrastructure' is effective and has strong support, and we can rest assured that we can follow up boldly."

"Moreover, even if we make a mistake in judgment, this field has been completely abandoned by the market before, and the valuation has been compressed to the limit, even if it is an over-falling rebound, and after the stock price rebounds, it falls back again, and the chips we intervene in this position will not lose much, and the risk of misjudgment is also something we can fully bear."

"Got it!" Mu Zhengxing nodded, "Thank you, Manager Fang, for your answer." ”

Fang Xinsheng bowed slightly, and continued: "In the early stage of the market, it is bound to be hesitant, but with the improvement of the money-making effect, the logic of this main line will only become clearer and clearer, and more and more people will realize that there are investment and speculative opportunities here." ”

As he spoke, the market was trading past 11 o'clock in the morning.

At this moment, the market trend has become more and more inventive and clear.

I saw that in the two cities, around the "infrastructure" unfolded "building decoration, building materials, steel, real estate" four major industry sectors, rose by more than 2%, leading the two cities in other industry sectors, and the first to move, as today's "infrastructure" main line breakthrough of the building decoration industry sector, the increase reached 4.73%, 16 stocks in the sector rose by more than 5%, of which 4 stocks closed the price limit, 7 stocks rose by more than 7%, there is a trend of setting off a tide of limit.

In addition to the industry sector......

In terms of the concept sectors of the two cities, the two concepts of 'state-owned enterprise reform and preferred stock pilot' led the gains.

Of course, among the two major conceptual sector constituents that led the rise, the top of the list of gainers is still a group of stocks with the attribute of 'infrastructure'.

As for the small and medium-sized board, the gem 'mobile Internet', 'smart phone industry chain' related concept plates, and their popular stocks, today it was a comprehensive riot of the 'infrastructure' sector of the sector of a large amount of blood, in the 'infrastructure' comprehensive riot rebound, this field, not only did not rise, but also fell a lot, and the related concept plates, are showing a state of capital outflow.

Thanks to the comprehensive drive of the 'infrastructure' sector.

Today's rise in the Shanghai Composite Index also outperformed the Shenzhen Index and the ChiNext Index in an all-round way, showing a rare demeanor of the 'big brother in the market'.

"The main line of infrastructure construction should be completed, right?" Seeing that the market was obviously better than expected, Yu Hang, Yu Hang Investment Company, in the trading room, fund manager Li Meng stared at the big screen of the market in the trading room, and finally breathed a sigh of relief, turned his head at Su Yu, and said, "The theme is out, the first shot of the market, we also put it, and then ...... It depends on the emotional fermentation of the market, as well as the follow-up of on-market and off-market funds. ”

Su Yu bowed his head slightly and said with a smile: "The first shot was fired, and after the hesitation period at the beginning of the market, there will be no big follow-up problems." ”

"Hmm!" Li Meng responded, "Whether it is the market, or individual stocks, after more than a month of continuous shrinkage, and the last fall of the panic disk out of the clear, the pressure on the chips in this position is not big, as long as we play the direction of the market, the follow-up to continue to induce the market to break through, it is not difficult, according to the trading strategy we formulated before, now ...... I think it's at least 70%, right? ”

"80%!" Su Yu said, "As long as there is no sudden extreme bearish in the market, there should be no surprise when the main line of 'infrastructure' comes out, by the way, how many chips have been bought this morning?" ”

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