Chapter 418: One Step Ahead of the Market is Enough!
Immediately after, the next moment, 1:01.
Under the attack of the sky's buying orders, Beixin Road and Bridge touched the price limit board, completing the trend of the earth and sky board, with an intraday amplitude of more than 20% and a turnover rate of more than 20%.
At 1:02 a.m., Beixin Road and Bridge sealed the price limit, completing the comprehensive reversal of the fall limit to the limit, and at the same time, due to the reversal trend of the most popular stocks in the two cities, such as Beixin Road and Bridge, the most popular stocks in the two cities, such as "Beijiang Jiaotong Construction, Shibei High-tech, Shanghai Sanmao, Shanghai Ganglian, Chongqing Development, Financial Street" and other popular stocks in the early stage, all were driven, and the stock prices rose in a straight line.
At 1:03, the check of the Shanghai Ganglian rose in a straight line, jumping 8 points in a minute, sealing the price limit, and became the first hot stock in the early stage of the trend after the Beixin Road and Bridge walked out of the form of the earth and sky board.
At 1:04, due to the straight-line daily limit trend of the Shanghai Ganglian, the concept of 'Internet finance' was further attacked by various funds in the field, Jinzheng shares, Flush, Hengsheng Electronics, Sunline Technology, Yinjie shares, Great Wisdom, Huake Jincai...... A series of concept stocks, all of which have risen in a straight line.
At 1:05, the real estate concept sector index rose by more than 3%, in addition to the Kumho Group, popular stocks Gemdale Group and China Fortune also rose more than 5%.
At 1:06, the entire two main lines of 'infrastructure' and 'state-owned enterprise reform' were fully linked, and the gains of related concept sectors broke through to the top of the list of gainers in the two cities.
At 1:07, Huaguo Metallurgical also rose to the 5% mark, and the entire building decoration and building materials sector launched a comprehensive counteroffensive.
At 1:08, the steel and cement plates also began to move frequently.
At 1:09, Bayi Iron and Steel jumped to 7%, Huaxin Cement rose by more than 5%, and Conch Cement rose by more than 4%.
At 1:10, in the whole afternoon, the market counterattacked rapidly, and the active funds in the field followed the trend and became obviously active, the Shanghai Index rose by more than 1% intraday, returning to above 2335 points, and the ChiNext Index and the Shenzhen Index rose to about 1.5%.
At 1:17, after the Shanghai Composite Index hit the highest level of 2346.77 points, it began to exhaust itself and walked out of a slight adjustment trend of slow decline, and at the same time ...... After a rapid outbreak of more than ten minutes, the time-sharing energy of the two cities also gradually shrank again and returned to normal.
At 1:28, the Shanghai Composite Index slowly fell back to near 2332 points and encountered support, and then began to slowly turn around and attack, of course...... At this time, the strength of the index's upward attack, whether it is the change in volume or the slope of the trend, is far worse than the ten minutes when the afternoon opened.
At 1:35, after briefly rebounding to around 2337 points, the Shanghai Composite Index began to be in the range of 2335 to 2345 points, forming a volatile trend.
After that, more than half an hour.
The index no longer hits a new high, and the time-sharing volume of the two cities can be increased, and there is no longer a concentrated rapid explosion.
In addition to a number of popular stocks in the field, they still maintain a strong state, and the trading on the disk is extremely fierce.
Then, when the time enters the late stage after 2:30 p.m.
The high follow-up effect of the two cities, began to further weaken, the overall order comparison, the sell order once again occupied the initiative, suppressing most stocks and indices from the intraday high area gradually falling, including the Shanghai market Sanmao check, in the two cities after the disk form has obviously weakened, a few minutes, from the intraday 6, 7 points of the rise position, slipped to the flat position, the strength of the situation, reversed again.
"That's supposed to be it for today, right?"
Seeing that the trading time of the two cities has slipped to 2:40, at this moment, Yuhang, Yuhang Investment Company, in the fund trading room, Li Meng observed the disk and said: "According to our judgment in the morning, except for a few stocks that have exceeded expectations, the others are basically within the scope of our judgment, sure enough...... Although the market has come out of a good intraday rally, it has not been able to reverse Friday's decline and really restore the market's confidence and sentiment. ”
"But it's not bad to be able to play this intraday space." Su Yu answered, "The Beixin Road and Bridge is still a little unexpected. ”
"Hmm!" Li Meng responded, "Indeed, but although the check of Beixin Road and Bridge has played a crazy trend of the earth and sky board today, and it has fully driven the speculation of the market in the afternoon, but in terms of the market's own chasing sentiment and willingness, the premium space for this earth and sky board tomorrow should not be large, right?" ”
Su Yu nodded slightly and said, "Basically, there is no premium space, so I said that this check can be sealed in the afternoon, which is somewhat surprising." ”
"Oh, by the way, today's check limit of Oriental Fortune is really surprising." Li Meng said again.
Su Yu smiled and said: "It is estimated that there is some good news leaked within the group, such as betting heavily on the fund trading platform website and the like." ”
In the financial trading market, there is no impermeable wall in the world.
He was able to say so many words in the exchange with Zheng Likun, general manager of Oriental Fortune Website last night, and preliminarily set an investment plan of 2 billion, so it is not surprising that some other news channels inside and outside the market are very sensitive and have excellent knowledge of the main funds, and realize the investment value of this company at this point in time.
Therefore, for Dongfang Fortune's daily limit today, he is not as surprised as Li Meng.
"In fact, on today's market, the most energetic is really the 'Internet Finance' sector driven by the check of 'Oriental Wealth'." Liu Yuan pondered for a moment, and then said, "Shanghai Ganglian, Huake Jincai, Yinjie Shares, Sunline Technology...... There are signs of reviving the past majesty, and the long-term trend pattern of this conceptual sector is better than the two main lines of 'infrastructure' and 'state-owned enterprise reform', which have just slipped from the hype high! Master...... Do you say that the concept of 'Internet finance' is possible to undertake the next market? ”
"On today's market, the trend of the Shenzhen Index and the ChiNext Index is slightly stronger than that of the Shanghai Index."
"There are no longer a few active funds in the market, and in terms of multi-faceted attacks, they are no longer a few funds in the field of 'growth stocks' in the direction of small and medium-sized boards and gems."
"Also, according to the fundamental news of the industry that we have."
"Major domestic financial institutions, whether banking, securities, insurance systems, have been following up on the development of a large number of mobile phone APP platforms, which is important for A-shares, such as Huake Jincai, Hengsheng Electronics, Jinzheng shares, Yinjie shares...... A number of stocks with financial software development as their main business, there should be a huge explosion in their main business demand, and there is a certain expectation of performance explosion. ”
"As for securities trading platform companies like Straight Flush, Oriental Wealth, and Great Wisdom."
"In fact, in the process of everyone's trading and watching methods, and gradually transferring from the PC terminal to the mobile intelligent terminal, there is also a huge incremental space, and in the future, whether it is the development of business scope, or the growth of performance, or the concept of the future, there are stories to tell."
"Overall......"
Liu Yuan paused and continued: "The follow-up investment opportunities of 'Internet finance' are still quite large, and the sector in this field, since the high point last year, has basically been cut in half, and many core stocks have returned to the bottom range before the hype last year, and the relative valuation has also come down." ”
"I think that if the market continues to pull back, or in the two core main line adjustment cycles of 'infrastructure' and 'state-owned enterprise reform', the funds will carry out a new round of high and low switching, and the main direction of attack will be from the main board of the Shanghai Index to the field of 'growth stocks' led by the small and medium-sized board and the gem, then there is a high probability that the concept of 'Internet finance' will have a huge investment opportunity for excess profits."
"Hmm!" After listening to Liu Yuan's analysis, Su Yu bowed slightly, and said with a smile, "In our company's fund analysis room, there is an investment analysis report issued by an industry researcher on the direction of 'Internet finance', which is very similar to what you just said. ”
"Really?" Liu Yuan was a little surprised, "Which report?" ”
Su Yu replied: "There is a record on the company's intranet, you should know if you search for it." ”
"But ......"
Su Yu paused and said: "From the analysis of industry fundamental changes and industry demand trends, the follow-up investment value in the field of 'Internet finance' is indeed still huge, but looking at the current market, a suitable investment buying point has not appeared." ”
"First of all, the direction of market investors' attention is still in the direction of the main board."
"Secondly, the market valuation level in this field, although it has been halved compared with the peak of speculation last year, is still nearly 1 times higher than that of other sectors in the entire market, and the PE valuation of each constituent stock is basically around 100 times, which cannot be regarded as a valuation advantage."
"With such a valuation level, if you want to have excess returns."
"Then we need the industry's demand outbreak, as well as the foreseeable future performance, the expectation is strong enough, the imagination space is large enough, it is best that there are signs of this expectation, and the stock price of its related stocks may be generally recognized by funds inside and outside the market, ushering in an inflection point."
"In the end, we just need to be one step ahead of the market."
"Guessing the possible trend changes and market trends in the market too far in advance will either not be able to wait for the market to blow, or you will be waiting and wasting too much time and opportunities."
"In the field of 'Internet finance', there will definitely be investment opportunities in the future." After analysis, Su Yu made a judgment, "But this future investment opportunity is by no means now, what we should do at present is to follow the market trend, observe more, examine more, and then wait for the emergence of the next main line market inflection point." ”
'Alright!' Liu Yuan heard Su Yu's analysis and answer, nodded, and didn't say more, but turned his gaze back to the trading board of the two cities.
I saw a brief conversation between the people in the trading room......
At this time, the trading time of the market has entered the trading session after 2:50, and there are less than 10 minutes before the official close.
At the same time, the Shanghai Index has fallen back to around 2330 points, the increase has shrunk to less than 1%, "infrastructure", "state-owned enterprise reform", "Internet finance", "Shanghai Free Trade Zone" and other popular main concept areas of a number of concept plates, have also appeared a high decline trend, only a few popular stocks in the early stage, but also maintain a relatively fierce trading situation, maintain a strong state.
Finally, at 3 p.m., it was time to close.
Shanghai designated at 2329.33 points, up 0.68%, the Shenzhen Index, the ChiNext Index rose 0.72% and 0.79% respectively, the two cities traded a total of 125.649 billion, the entire turnover compared with the last two trading days of last week, although there was a decline, but still maintained at a high level of energy.
In addition to the performance of major indexes, the performance of main line areas, sectors, and individual stocks.
I saw that in the last two or three trading days of last week, the two core main lines of "infrastructure" and "state-owned enterprise reform" suffered continuous slaughter, today can be described as the return of the king, not only reversed from the deep water in the morning, but also led the index to turn red, out of the local strong money-making effect, and in these two core main lines, real estate, building decoration two major industry sectors, the final closing gains, still more than 3%.
Of course, a number of popular stocks in these two core main areas performed even more brilliantly today.
Such as Kumho Group, Beixin Road and Bridge, Huaxin Cement several checks, and finally sealed the price limit, of which Beixin Road and Bridge is out of the strong trend of the earth and sky, the core leading position of the two cities, unshakable, but also let the morning drop limit, on the sale of this stock chips countless investors, regret, angry jump.
In addition to the two core main lines of 'infrastructure' and 'state-owned enterprise reform'.
Today's small and medium-sized board, the direction of the gem of a number of "growth stocks" concept stocks, the trend is also remarkable, among which the "Oriental Wealth" stock, with today's a price limit trend, instantly became the top five popular core stocks in the two cities, adding the attention of countless investors.
Overall, despite today's trend, the index has fallen a little bit in the late stage, but the entire rebound trend, from the sharp low opening in the morning to the final red market close, is still very inspiring, and brings new hope and confidence to the majority of investor groups.
And in the face of such a closing result......
At 5:30 p.m., the new Dragon and Tiger list was announced.
Many investor groups in the market, as well as analysts from various financial media and asset management financial institutions, have turned short into long, threatening that 'the market adjustment has ended, and a new market journey is beginning', and at the same time, ...... In the market, everyone's interpretation of the news about the resumption of IPOs has strangely become more and more positive.
And at the same time.
The sentiment of the entire market, under the rebound trend that slightly exceeded expectations today, is also rapidly diverging.