I saw that the Shanghai Composite Index started at 2:46 under the surging selling, and once again quickly dived downward, but in just three minutes, it once again broke through the 2270 point mark.

Then, at 2:48, the Shanghai Composite Index reached 2267 points.

At 2:50, the Shanghai Composite Index reached 2264 points.

At 2:55, the Shanghai Composite Index reached the 2260 point mark, shrinking the intraday gain to about 1.5%.

Finally, when 3 o'clock in the afternoon came, the two cities ushered in the moment of closing, the Shanghai Composite Index rebounded a little higher, fixed at 2264.96 points, up 1.63%, while the Shenzhen Index and the ChiNext Index rose 1.49% and 1.37% respectively, according to the closing situation, although several major indices fell a lot at the end of the session, but on the whole, it still formed a relatively good big white line rebound trend, especially in the performance of the two cities, compared with yesterday, only slightly shrunk.

This shows that the index is in this position, and the activity of market investors is very high, and at the same time, it also shows that the exchange of chips in the market is good, and the market is in a good mood.

"At 2300 points, it seems that it is not easy to break through in one go!"

Seeing such a closing situation, at this moment, within the Modu, Zexi Investment Company, and in the main fund trading room, Zhou Kan sighed: "Today's trend, the end of the market is obviously a little weak, and I feel that the index will have to step back on 2200 points for support confirmation in the next few trading days." ”

"Although the index is indeed a little weak at the end of the market, on the whole, the market's money-making effect continues to expand." Next to Zhou Kan, Xu Shen briefly observed the market for a while, and responded, "As long as the market's money-making effect continues to expand, then it's not a big problem, at this time...... It can be slightly lighter than the index and heavier on individual stocks. ”

"Light index, heavy stocks!" Zhou Kan thought for a while and said, "But the main lines of 'infrastructure', 'military industry', and 'Internet finance', a number of popular concept stocks, the height of the rebound in the past two days is not low, especially the popular concept stocks of the 'Yuhang system' funds to build a position on a large scale, basically with two consecutive price limits, and the follow-up market continuity...... In the case that the Shanghai Composite Index cannot quickly break through 2300 points and continue to open up space, I am afraid that it is doubtful! ”

Xu Shen smiled and said: "There are shocks, but it is far from the climax of the hype, although these popular concept stocks have rebounded strongly, generally exceeding the rebound of the market index, but because the rebound is too fast, in fact, the investor group that follows the trend does not get a lot of chips." ”

"In other words, the chips of these popular concept stocks are still relatively scarce at this stage."

"At the same time, the mood has intensified due to the large-scale entry of the 'Fortune Road'."

"The long-term sentiment of these popular concept stocks is still the strongest area in the market, and the follow-up market continues to break through for a period of time, and there is no big problem in the short term."

In his opinion...... The bottom chip structure of the market has just completed a large-scale conversion.

At this time, the market has just begun to unfold, and it can be said that all shocks and short-term retracements are good opportunities to increase positions and buy.

"Can you continue to break through?" Zhou Kan was slightly stunned, his opinion was slightly different from Xu Shen's, and said, "But today's market in the entire field of 'big infrastructure' has diverged, how high can the follow-up hype be higher?" And there shouldn't be any big moves in the 'Yu Hang Department' funds today, right? In the face of the short-term accumulation of heavy profits in the field of 'infrastructure', can the follow-up incremental funds really continue to raise the stock price for a while? ”

Xu Xiang responded with a smile: "Although the market has diverged, the turnover of related popular concept stocks has not been enlarged, and compared with yesterday, it has also shrunk relatively much, which proves that the chips in the field are well locked, although the stock price has generally risen sharply, but the change in the chip structure is still very good." ”

"In that case...... Zhou Kan paused and asked, "then how do we formulate a trading strategy next?" ”

Xu Shen pondered for a moment and said: "Hold the stock and wait for it to rise, be patient, this position, a relatively aggressive trading strategy, is far more suitable than a conservative trading strategy." ”

"Okay!" Zhou Kan nodded, paused for a while, and said, "The line of 'military industry' seems to be a bit independent of the market this afternoon. ”

Xu Shen responded: "There are indeed obvious traces of new main funds entering the market. ”

"It seems that the core logic of this main line is gradually being recognized by more major funds in the market." Zhou Kan smiled and said, "It also shows that our previous judgment was not wrong, in this direction, there should be some potential good news, or the core hype logic." ”

"Hmm!" Xu Shen nodded and asked, "Old Qiao's side...... Is there any new information on the 'military industry' line? ”

Zhou Kan shook his head and responded, "I haven't heard of it yet." ”

"What about the market news on the macro side?" Xu Shen thought about it and continued to ask.

Zhou Kan pondered for a while and responded, "Otherwise, there is no particularly important news, oh...... By the way, there seems to be new progress in the 'pension market', I heard that the former general manager of the asset management department of Huijin Company, a subsidiary of China Investment Group, seems to be transferred to the newly established 'pension asset management center' as the director, and should be fully responsible for and promote the 'pension market' related matters. ”

"General Manager Qian of Huijin Asset Management Department?" Xu Shen thought for a while in his mind and said, "He has been transferred, it seems that the matter of 'pension into the market' is indeed beginning to have eyebrows, and what about the macro financial policy, as well as the news and policy promotion of the 'Shanghai-Hong Kong Stock Connect' and 'state-owned enterprise reform'?" ”

Zhou Kan thought for a while and said: "The matter of 'Shanghai-Hong Kong Stock Connect', the regulator has also publicly blown the wind on the market several times, and it is certain that this matter will definitely be fully opened in the second half of this year, so that the north and south funds can flow in A-shares and Hong Kong stocks, which is a relatively open benefit, as for the 'state-owned enterprise reform'...... The intensity of promotion is indeed very large, state-owned enterprises, central enterprises with each other, with the tide of mergers and acquisitions of business companies, should be getting closer and closer, which is also the last two or three months, the main line of the concept of 'state-owned enterprise reform', has been so strong. ”

"Oh, yes......"

Speaking of this, Zhou Kan remembered something again and said: "Regarding the merger and reorganization of military enterprises, internal reform and asset securitization, it seems that the wind has also begun to blow, I wonder if this will be the line of 'military industry', the core of the hype logic and future expectations." ”

"Securitization of military assets?" When Xu Shen heard these words, his eyes gradually narrowed, and he said, "If the high-level is really blowing in this direction, then the hype logic and future expected space of the 'military industry' line are really not small, and it is worth doing a big job." ”

"Let Old Joe pay more attention to this news......"

"Chunjiang plumbing duck prophet, the main capital trend of the market, will not deceive people, since the line of 'military industry' continues to get stronger and stronger, and more and more main funds into this field, it is bound that in this direction, there will be potential good or hype logic."

"Good!" Zhou Kan nodded in response, and said, "There has been a recent surge of hot money outside the market, and there seem to be signs of getting more and more intense, especially the P2P platform where private capital is active, and the capital effect and participation of the capital group are more and more, more and more huge, and at the same time, in the primary market, it seems that because of the surge of various hot money, there has begun to appear an investment boom, and the private equity investment market has also begun to move towards the stage of overheating." ”

"I think ......"

Zhou Kan paused and said: "In the context of 'mass innovation and entrepreneurship', there should be certain speculative opportunities in the field of 'venture capital', which has been abandoned by all major funds in the market. ”

Xu thought about it for a while and said: "Forget it, the heat of the primary market, the transmission of the secondary market, is not linear, according to the reaction of the primary market, speculating on secondary market stocks, just like according to the futures price, speculating on spot company stocks, somewhat unreliable, and the IPO is fully open," Venture capital's line, even if there is an opportunity to rebound, its long-term speculation logic and expectations can not be opened, it is difficult to get the unanimous recognition of the majority of investors in the market, it is difficult to participate in the market, in the case of the market has a better main line of making money, the cost performance of this line is not high at all, we do not need to waste too much time and experience in the field of this line. ”

"Instead, the hot money you just mentioned began to flow into the private equity investment market and the P2P wealth management market."

"That's a good market signal!"

"I think so too." Zhou Kan said with a smile, "It can be seen from these signs that in general, the capital side of the market is improving, as long as the A-share market can continue to play a money-making effect and open up a sustained upside, then these hot money flocking to the primary market and the hot money flocking to the P2P financial management market feel that in the end, there is a high probability that it will flow into the property market and stock market with better liquidity." ”

"It's more than that." Xu Shen said, "Hot money is surging to the capital market and the big reservoir of the property market, and the high inflation rate before should come down, so ...... The central bank should have more cards to play, and its monetary policy shift is not impossible! ”

"It depends on what the Fed is doing, right?" Zhou Kan said, "If the Fed is hawkish and continues to raise interest rates, then our central bank, even if it has cards, it is estimated that it will be difficult to play!" ”

"At the moment, it's not that correlated." Xu Shen said, "Let's look at it first, I always feel that the domestic market is in this position, at this point in time, there should be a strong wave of explosive market, after all, the news, capital, policy, and emotion have begun to slowly move towards the path of consistency and resonance." ”

"Could it be...... Is there a real possibility of a 'bull market'? Zhou Kan was surprised.

Xu Shen smiled and said: "No one can predict this accurately, but it can be clearly felt that the situation inside and outside this year is obviously better than last year. ”

"The emerging industry field with the small and medium-sized board and the gem as the center of gravity, the direction of a number of 'growth stocks'."

"With the rapid growth of emerging industries and the rise in market valuations under the surge of hot money, its underlying hype logic and future expectations continue to strengthen."

"But what everyone expects is that after the real estate is relaxed, the property market will continue to boom." Zhou Kan said, "Since the development of domestic commercial real estate, there has never been an economic fever in the property market and the stock market at the same time, right?" ”

Xu Shen smiled and said: "Expectation is expectation, but how to change, can only be based on the actual trend of the market, and history often does not repeat the original situation, if we are in the transaction, has been following the historical performance as a reference, will only fall into the trap of thinking, can not objectively see the essence of things, let alone accurately judge the landing point of the market." ”

"Okay!" Zhou Kan responded, then stopped talking, lowered his head again and continued to review.

While the two of them continued to review, analyze, and discuss, the time had unconsciously come to 5:30 p.m., and the dragon and tiger lists of the two cities were refreshed.

】

After a day of intense trading, a total of 26 stocks were on the list.

Among them, relatively similar to yesterday, more than half of the 26 stocks on the list belong to the popular main lines of 'infrastructure', 'military industry' and 'Internet finance', but unlike yesterday, today's 'Fortune Road' has almost disappeared, only appearing in one or two large-cap stock buying seats of Huaguo Railway Construction and Gemdale Group, and the net buying volume is not large, only one or two million, compared with the net buying volume of a single stock that exceeded 100 million yesterday, it is not worth mentioning.

Except, of course, for the sharp drop in the amount of net purchases disclosed by 'Fortune Road' on the list.

In terms of the overall data performance of the dragon and tiger lists of the two cities, it is still very strong, and all the disclosed trading seats, the total trading volume, are still in a state of substantial net buying, among them, the net purchase of institutional seats is the largest, and the net purchase of institutional seats has reached 180 million for a single stock of 'Gemdale Group'.

"Mr. Su's 'Fortune Road' small buy lock-up, the capital is still active, the institutional group has increased its position on a large scale, and today's data on the Dragon and Tiger List is not as shocking as yesterday, but it is also quite eye-catching, and I feel that the market will be next...... It will definitely go up, and it will be directly at 2300 points tomorrow! ”

After seeing the data of the dragon and tiger lists of the two cities, the discussion heat of the majority of investor groups on the entire network also soared again.

"The popular concept stocks in the main line areas of 'infrastructure', 'military industry' and 'Internet finance' are really strong! Like Huaguo Metallurgical, Beijiang Jiaotong Construction, Shanghai Construction Engineering, Pudong Construction, Gemdale Group, Tianshan Cement, Hengsheng Electronics, Hongdu Aviation, ...... In this series of stocks, the main funds are still in a state of substantial net buying, which shows that the main funds are still scrambling to raise. ”

"Isn't it stupid not to grab a chip at this time?"

"Sure enough, Mr. Su's 'Fortune Road' did not sell a single stock today, and the elder is really still the elder!"

"Yesterday's 'Fortune Road' on the list of 14 stocks, today all the limit, it can be said that as long as you can buy it, there is no loss of money, after Mr. Su's shot, the 100% success rate of the 'golden body', I really don't know when it will be broken? This is a copy...... It's amazing. ”

"The real guiding light of the market, you think it's a joke?"

"If you buy it, you earn it, and there will be absolutely nothing wrong with this saying in Mr. Su's 'Fortune Road' seat."

"Today, Mr. Su is still increasing his position in Huaguo Railway Construction and Gemdale Group, and it seems that he will grab these two stocks tomorrow, and it also shows that the market of 'infrastructure' is far from over."

"Compared with the main line of 'infrastructure' in April and May, this is just the beginning."

"Yes, the market has just begun, optimistic about this wave of Shanghai Index weight 2,500 points, optimistic about the 'infrastructure' line, can get out of at least double the market."

"The last wave of 'infrastructure' main line of the leading stock Beixin Road and Bridge rose 4 or 5 times, this wave of the leader, the market should not be lower than this increase space, right?"

"That's for sure, and ...... If the Shanghai Composite Index can really successfully stand firm at 2,500 points and open up the bull market space, then the leading stocks will probably have to go 10 times the upside. ”

"Considering the increase of 10 times, it should be the check of 'Northern Xinjiang Communications Construction', so that it is possible, right?"

"After all, other popular concept stocks, relatively speaking, the plate is not very small, if it really rises 10 times, the market value is too big and unrealistic."

"There is no doubt that in this wave, 'Northern Xinjiang Jiaotong Construction' is definitely the core leading stock."

"I also think that this check is the total leader of the current market."

"Hey, this check has rebounded by more than 30% in two days, and I didn't buy this check at the bottom of the limit yesterday, I really regret it to my grandmother's house."

"It's not too late to chase tomorrow, for the concept leader, as long as you have faith, you can get on the car at any time."

"Hopefully! However, the market went at the end of the day...... To be honest, there are some problems, I am worried that if the peripheral market continues to fall tonight, the Shanghai Composite Index will hit 2300 points tomorrow, I am afraid that it will still be a problem, and I may continue to step back on 2200 points to confirm the breakthrough. ”

"No one can say for sure what the short-term forecast of the index will be."

"Don't pay too much attention to the index, anyway, just follow Mr. Su's 'Fortune Road' to buy, only buy 'Fortune Road Holding Concept Stocks' should have a high probability of making money."

"The Shanghai Composite Index was not able to stand above 2,300 points today, which is indeed a fly in the ointment, but this should not affect the entire rebound trend."

"As long as the line of 'big infrastructure' can be maintained, the rebound will not be a problem."

"Hehe, the market is going so strong against the trend today, maybe it's good in the evening?"

"In addition to Mr. Su's 'Fortune Road', today's 'Chunhui Road' of Mr. Zhang Mengzhu, and Mr. Xu's 'Jiefang South Road' are all locked up, so many elders continue to be optimistic, the market should not fall in the short term, I didn't add many positions today, and I will continue to add tomorrow, anyway, I am below 2300 points in the Shanghai Index, so I only buy and don't sell."

"Yes, only buy and don't sell, finally the opportunity has come, then you must seize it."

"Follow the elders to have meat to eat, anyway, I am Mr. Su's 'wealth road', and I will not sell it, the main funds in the field, if you have the ability, then just wash me with the floor."

"Haha, the same, the same...... After so many historical lessons, it is certain that the 'road to wealth' will not come out, and I will not come out! ”

In the fierce discussion of many retail investor groups, the bullish market view, compared with the bearish market view, is still an overwhelming advantage, and with the stimulation and guidance effect of the 'wealth road', the market follows the trend and locks up the group, or the investor group with this intention, there are more and more.

At the same time, in addition to the vast number of retail investors.

The community, its operational strategy and market views, are starting to tilt in the same direction.

Even, in the evening, in the market bullish sentiment continued to brew and ferment, in the brokerage institutions, financial media, stock evaluation experts are still tireless public singing, the regulator seems to think that the market sentiment is not brewing enough, continue to put some good news on the market, adding fuel to the fire of market sentiment.

However, the consensus expectations and hot sentiment are always contrary to the trend of the external market.

In the first two days, after the U.S. stock market opened late at night, under the condition that the market of the giant company "Apple" expected its semi-annual report performance to be unsatisfactory, and under the leadership of the "Apple" stock price plummet, it continued to open low and go low, forming a continuous downward trend of three consecutive declines.

Similarly, due to the sharp drop in the stock prices of US stocks and Apple.

The next day, at about 8:30 in the morning, the Asia-Pacific stock market, which has been opened, also continued to show a green, among them, the global 'apple industry chain' companies in various markets have been abandoned by the main funds, and have shown a sharp downward trend.

Then, in the face of the Asia-Pacific stock market, as well as the global stock market, the relatively undesirable trend and pattern trend development.

Last night's bullish sentiment brewed hot A-shares, its bullish investment sentiment, before the market, was once again suppressed, the bearish view rose, the original clear market expectations, also cast a shadow.

"Boss, do you think the Shanghai Composite Index can still be independent of the world today, strengthen against the trend, and continue to break through?"

The pre-market sentiment of the market was brewing, at 9:10, Yu Hang, Yu Hang Investment Company, in the main fund trading room, Wang Can swept the Internet, the wind direction has changed greatly The stock market-related discussion topics, turned to Su Yu and said: "I feel that the global stock market, especially the shape of the US stock, has indeed had the characteristics of the head, and the trend is quite dangerous, it is not good...... Everyone's worries about the external market are really likely to bring the Shanghai Composite Index back down, in that case...... Our previous layout of such a large volume was in vain. ”