At the same time, news related to the 'restructuring of military enterprises' and 'asset securitization of military enterprises'.

At the same time, when the market news of the resumption of 'nuclear power' was raging, it quickly spread to the majority of investor groups in the market, attracting the attention of investor groups in all aspects of the market.

"It is no wonder that the line of 'military industry' and 'special steel' has become a divergent and in-depth field after the outbreak of the concept of 'Internet finance' and 'e-commerce'." Seeing the changes in the market news, at this moment, in Yuhang, within Anzhao Fund Company, in the main fund trading room, Qin Qiuyue, the fund manager and general manager of the company, suddenly said, "It turns out that there is a potential positive stimulus." ”

"Mr. Qin, this should be a good thing for us, right?" Zhou Hui, head of the fund trading team, said.

Qin Qiuyue nodded and responded: "Naturally, it's a good thing, but I don't know if this line can really get out of the independent market with this good east wind." ”

"I guess I can!" Zhou Hui said, "Looking at the trend of the market in the morning, the trend of the core stocks of the military industry concept such as the 'China Airlines Department' and the 'Aviation Development Department' is significantly stronger than the performance of the broader market, and the active buying on the disk is also quite positive, and the overall strength and weakness of the form has begun to change." ”

"But in terms of quantity, there are obviously some deficiencies." Qin Qiuyue's expectations in her heart were not as optimistic as Zhou Hui's.

"Well, that's a problem." Zhou Hui nodded in response, then thought about it, and said, "However, after the mood brewing at noon, there should be a significant change in the afternoon trend, and there is a high probability that it can make up for the lack of performance in the market at the moment." ”

"On the whole, the Shanghai Composite Index still needs to stand firm at 2,300 points in order to really open up the market's upside!" Qin Qiuyue said, "Otherwise, even if it is good and stimulating, it will be difficult to have a sustainable market." ”

"Hmm!" Zhou Hui nodded, and said, "But the difference between the Shanghai and Shenzhen markets today doesn't seem to be so big." ”

Qin Qiuyue smiled and said: "It's not that the differences are not so big, but in the direction of 'growth stocks' in the Shenzhen market, the money-making effect is a bit ebbing, and the funds from all parties are not willing to continue to chase up, but the overall sentiment and market hotspots are mainly concentrated in the small and medium-cap concept stocks in the Shenzhen market." ”

"I always feel that the market is going to switch between high and low." Zhou Hui thought about it and said.

Qin Qiuyue responded: "I'm afraid it's not so easy, the line of 'growth stocks' in the Shenzhen market, I feel that the main funds in the market have not given up." ”

"But the main concepts of 'Apple concept', 'film and television entertainment', and 'domestic software', the amount of energy that has exploded on the disk is already very high." Zhou Hui said, "At this level of energy and energy, the stock price can't go up, and there is a collective stagnation trend, which means that the upward pressure is extremely high, and it is time for these lines to adjust." ”

"Even if it's ......"

Zhou Hui paused, and said: "If the line of 'growth stocks' in the Shenzhen market can still maintain its popularity, the money-making effect of the market will definitely spread further, and the market rotation is estimated to be faster and faster." ”

"On the whole, I think that at this time, the market opportunities in the main line of 'military industry' and 'large infrastructure' in the direction of the main board have been significantly greater than those in the direction of 'growth stocks' in Shenzhen, so ...... Mr. Qin, should we adjust the position structure a little bit in this position? ”

Qin Qiuyue was slightly stunned, and said with a smile: "Our positions are already very concentrated, how do you want to adjust?" ”

"Further reduce the proportion of holdings in the direction of 'growth stocks' in the Shenzhen Stock Exchange, and at the same time, further increase the weight of positions in the direction of 'military industry' and 'large infrastructure'." Zhou Hui said with a smile, "With such a development of the market trend and the positive stimulation on the news, I think we can fully seize this opportunity." ”

"You're really bigger than me." Qin Qiuyue smiled, but she didn't directly object.

Zhou Hui rolled his eyes and said with a smile: "This is also Mr. Qin's teaching, the Shanghai Index is besieged at 2300 points, and the market is obviously warming up in the direction of 'military industry' and 'large infrastructure'. ”

"And, on the courage to ......"

Zhou Hui smiled, with a hint of fascination in her eyes, and continued: "Mr. Su of the 'Yuhang Department' can be regarded as a big gamble, and almost all of the tens of billions of holding chips are focused on the fields of 'big infrastructure' and 'military industry'. ”

"Okay!" Qin Qiuyue thought for a while, and said, "After the opening of the market in the afternoon, let's adjust the position according to what you said, since we have identified the line of 'military industry' early on, in fact, there should be no hesitation and hesitation, in the financial trading market, doubting yourself is often a taboo in trading." ”

"Good!" Under Qin Qiuyue's instructions, Zhou Hui continued to ask while formulating a trading plan for the afternoon, "Does Mr. Qin have any new ideas about the target of the rebalancing?" ”

"What do you think?" Qin Qiuyue asked rhetorically.

Zhou Hui thought for a while and said: "'Special Steel', a small-scale branch concept plate sandwiched between the two major industry sectors of 'steel' and 'military', what does Mr. Qin think?" In particular, the checks of 'Fushun Iron and Steel, Fangda Special Steel, Bayi Iron and Steel, and Valin Iron and Steel'. ”

Qin Qiuyue looked at the noon closing results of these checks, as well as their related K-line trends, and responded: "From a technical point of view, the trend is good, there are signs of continuous attention by the main funds, from a fundamental point of view, it seems to be quite sparse and ordinary, why do you take a fancy to these checks?" ”

Zhou Hui responded: "The fundamentals of the current checks are quite sparse and ordinary, but a series of conceptual stories and policy benefits such as 'military enterprise restructuring', 'military enterprise asset securitization', 'nuclear power restart', 'accelerating urbanization construction', 'high-speed rail construction', 'real estate recovery', etc., the future main business products of these checks are expected to have huge potential revenue scale and profit explosion!" For example, the check of "Fushun Steel", its main business, the core steel products it produces, mainly supply the direction of "nuclear power" projects, and the direction of "military" product manufacturing. ”

"Fangda Special Steel, Valin Steel, Bayi Steel...... These checks all have the same expectation. ”

"Therefore, I think that there is a huge difference in expectations in this unpopular field where the current market attention is still relatively low, and the corresponding market explosion potential."

"Awesome, Xiaohui!" Hearing Zhou Hui's analysis, Qin Qiuyue's thinking instantly changed, and she instantly understood the investment value in this direction, and said with a smile, "Indeed, with the great development of 'national defense and military industry', as well as the recovery of 'large infrastructure', the further promotion of 'urban construction', and the restart of 'nuclear power' projects on the market news now, the expected difference in this direction is indeed very different." ”

"Then Qin always agreed to my suggestion?" Zhou Hui asked.

Qin Qiuyue nodded and said, "It's hard to disagree, after the market opens in the afternoon, let's adjust the position and exchange shares according to the direction and target stock you said, this time...... Whether it is dead or alive, we will bet on the direction of 'military industry' and 'infrastructure'. ”

In response to all aspects of the market news, the two readjusted their trading strategies, intending to further concentrate the weight of the fund's holdings in the two directions of 'military industry' and 'infrastructure'.

At the moment in the market, other investors gather in the discussion area......

According to the changes in market news, we have listed the concept of 'military' field, the concept of direct benefits and the concept of indirect benefits, and as time goes by, the check of 'Fushun Steel' has realized the value of its speculation, and more and more investors.

"'Nuclear power restart', 'military industry restructuring', this market trend, has become really fast!"

In the fierce discussion of the investor group, many friends in the main Yuhang tour capital group where Su Yu is located are also emotional.

"The good direction of 'military industry' has been there before, right? It's just that in this direction, there has been no strong consensus hype expectation like 'film and television media', and today's market trend has turned back in this direction again, which can only be said to be 'old topics and new speculation', not a new hot spot change. ”

"At this time, it's actually good to have news about this."

"Indeed, the two hot concept plates of 'Internet finance' and 'e-commerce', although the hype is expected to be very strong, and the money-making effect is strong enough, but the volume is too small, and the active funds that can carry the trend are too small to support the market transformation of the entire market.

"It's true, I didn't keep up with the first wave of the market in the morning of the outbreak of the two hot sectors of 'Internet finance' and 'e-commerce', and then when I came out of the check of 'Huace Film and Television', I didn't know what to buy for a while, and I felt that the whole market except for the two hot sectors of 'Internet finance' and 'e-commerce', other ...... It's all a mess, now...... I hope that the line of 'military industry' in the afternoon can really come out and carry the banner of the change of market direction, otherwise the market has been fluctuating sideways here, which will only consume everyone's enthusiasm more and more, and prolong the adjustment time and space of the market. ”

"The market has developed to this stage, and if 2,300 points do not break through and stand firm, the market can only fall."

"If the sideways shock is too long, the greater the possibility of realizing the curse of 'falling sideways for a long time'."

"I hope that the line of 'military industry' can become an opportunity for the market to truly break through!"

"At present, we can only hope for this line, after all, the "Apple concept", "film and television entertainment", "domestic software", these "concept growth stocks" hot main line areas, come here The divergence is too big, the internal chip structure is a mess, the upward pressure is extremely great, and it is no longer possible to achieve a rapid breakthrough trend."

"Hey, it's mainly because the check of 'LeTV' is too scary."

"The main agency that focuses on the check of 'LETV' is also really crazy, with insufficient emotions and expectations, and it is trying its best to go up, which directly leads to no one daring to chase it anymore."

"The key is that 'Huace Film and Television', a stock that was connected to the board a few days ago, is too bad today, and it failed to gather a money-making effect, which hurt the mood and popularity of the entire main line."

"There is also Mr. Su's 'Fortune Road', which has made huge profits in the field of 'film and television media' and has been continuously sold!"

】

"In short, the line of 'film and television media', this wave of disk analysis is not digested, and the disk trend is not re-shrunk, so it is absolutely not suitable to chase again."

"It seems...... The next market development is really going to develop in the direction that Mr. Su publicly predicted before. ”

"Well, if the 'military industry' brings up the market, then the line of 'big infrastructure' that Mr. Su is optimistic about is bound to move."

"It seems that the next direction of following the trend and hype will have to focus on 'military industry' and 'large infrastructure'."

"In fact, the market heat and investor attention on the line of 'big infrastructure', as well as the hype, has not been bad, many small and medium-sized popular concept stocks, the current stock price is also near the high level, in general, the line of 'big infrastructure' should be the strongest main line in the market."

"Agree, in fact, the market has always had funds, and there is speculation around this line."

"Looking forward to the re-performance of the line of 'big infrastructure', I feel that this line does not move, the market does not move, and the correlation is basically tied together."

"Hehe, if you lay out in advance, which area are you optimistic about in the 'big infrastructure'?"

"Today's 'steel' industry sector is doing well, especially the checks of 'Fushun Steel, Valin Steel, Bayi Steel, and Fangda Special Steel'."

"The market popularity of the check of 'Fushun Steel' has soared so fast."

"It's almost the top 10 hot stocks in the market, and this check is ...... in the afternoon It's probably going to be a limit, right? ”

"I dare not say that the limit is not small, after all, the circulation of this check is not small, but the market will definitely not be bad, and the current stock price position of this check is really low, in the case of both 'infrastructure', 'military industry', 'nuclear power', 'state-owned enterprise reform' and many other conceptual stories and expected space, the hype attribute is really full, but it's a pity...... Why didn't you notice this stock before. ”

"This check, it depends...... It is likely to become the entire market, and the market will diverge from the 'military industry' to the core hub of the 'big infrastructure' field! ”

"The more I look at this check, the more I feel that the follow-up trend of this check is promising."

"A stock with great potential to be a leader."

"No wonder the noon heat of this check soared so fast, and there are a lot of smart funds and investors in the entire market!"

"Nonsense, in the stock game market, there are no novices and fools, hey...... I didn't pay attention to it before, and I hope this check can give me a better buy point in the afternoon. ”

"Don't think about any better points to buy, it's good to be able to buy before the limit."

"The market value of more than 7 billion, and it is a full circulation of chips, and the front has fallen for several years, the stock price is at the bottom of the historical cycle, and the chips have loosened a wave after the early stage of the 'steel' plate followed the 'big infrastructure' in April and May.

"But the value and expectation space of the hype are still quite high, and it is really no joke to say that this check has the potential to be a leader!"

"Hehe, I didn't say it, I'll do this check in the afternoon!"

The news in the group was refreshed rapidly, and in the refresh of these news, all the elders of the tour capital gathered in the group, under the influence of the noon market news and the derivation results of the morning market trend, also began to focus on the market 'military' sector and 'steel' sector that were still in the field of unpopular plates in the morning.