"The market's investment sentiment and expectations have begun to recover significantly." Xu Shen on the side of Zhou Kan squinted slightly, also staring at the changes in the two markets, and said, "When more and more people inside and outside the market begin to be optimistic about the market outlook, then the so-called negative impact will be greatly discounted under the expected improvement." ”

"That is, when the market is rising significantly, everyone will deliberately ignore the corresponding negative news."

"At the same time, it will amplify the good news accordingly."

"The impact of last night's external market trend has been significantly weakened in the expectation and emotional development of the gradual recovery, of course...... This is a good thing, at least it proves that our expected judgment is correct, and the market is indeed gradually getting rid of the previous volatile pattern and making a substantial breakthrough to the upside. ”

"In addition, under the influence of such expectations and emotions, the trading ecology of the market should also have a fundamental change in time."

"How do you call the trading ecology, there will be a fundamental change?" Zhou Kan didn't understand very well.

Xu Shen smiled and continued: "The recovery of market sentiment and expectations will also promote investors to invest in the market, speculation, and improve risk appetite. ”

"For example, under good future expectations, the current direction of the main board, a number of blue chips and white horse stocks near the historical limit valuation level, then ...... In the eyes of funds, it will appear very undervalued, and it will obviously have investment value, the same ...... The expected space for speculation of the current hot leading concept stocks will also grow with the investment sentiment and expected growth of the market. ”

"It's like the two stocks of 'Fushun Special Steel' and 'Chengfei Technology'."

"In last week's time, it is impossible to play such a strong continuous daily limit trend, let alone show such a strong disk expectation in the three-board breakthrough in the call auction."

"'Bear market is heavy on quality, bull market is heavy on trend'." Zhou Kan muttered this sentence again, and said with a smile, "It's really like this, it seems that in the main line of the market, some of the conceptual leading stocks on the tuyere, in the case of the expected synchronous growth of space, their hype space is highly space, and it is going to be reevaluated." ”

"Hmm!" Xu Shen nodded slightly, "That's true, and only these stocks can be used as a demonstration effect to attract more over-the-counter investors to enter the market, and only these stocks can first play a market height space that exceeds expectations and make money, after all, ...... Nothing can attract the strong desire of OTC investors to enter the market more than the expansion of the money-making effect, and similarly, only these stocks have played a demonstration effect, attracting the continuous entry of OTC investors, so that the active capital group in the market is getting larger and larger, and the market has the basis for continuing to bullish. ”

"After all......"

Xu Shen paused and continued: No matter what is expected, the amount of capital is the basis for promoting the market. ”

"Hmm!" Zhou Kan nodded in response, and then asked, "Boss, which of the two checks Fushun Special Steel and Chengfei Technology are you more optimistic about?" ”

Xu Shen pondered for a while, looked at the collective auction of the two stocks, and said with a smile: "The expected logic of the two checks is different, and the time to cash out the expectations is also different. ”

"Coupled with the fact that the stock price of this check fell low enough before, last year's performance was bad enough."

"This has led to the expectation that the future performance growth of this check will explode rapidly, and at the same time, it has also produced a strong expectation difference between the strong follow-up expectations and the extremely weak previous expectations, which has also brought about the situation of the check's stock price skyrocketing and a large number of funds participating in the game."

"However, the expected fulfillment of future performance outbreaks, as well as the actual project implementation of 'nuclear power' and 'domestic aircraft carriers', all need to be responded to in as little as half a year or as long as a year, which leads to the fact that after the check fills in the strong expected difference in the stock price in the early stage, the follow-up trend will not be too smooth, and there is a great probability...... In the follow-up trend, the active capital group will gradually take profit after the first wave of strong speculation, and the institutional groups that value medium and long-term expectations may concentrate on this stock in the short-term adjustment of this stock. ”

"In general, the market trend of this check should be trending, rather than a wave of speculation on the board, which is suitable as the wind vanet of the main line of the entire 'infrastructure' and 'military industry'."

"And compared with the check of 'Fushun Special Steel'......"

"The expected logic fulfillment cycle of 'Chengfei Technology' is completely different."

"At present, this check is warmly sought after and hyped by everyone, because it is the only restructuring expectation stock in the direction of 'military reform and restructuring', 'military asset restructuring', and 'mixed reform of military enterprises'.

"But the hype logic of this kind of restructuring expectation stocks is completely different from the hype logic of performance expectation stocks."

"There are only two possibilities for restructuring expectations: success and failure."

"In the early days of the news, the expectation is definitely the strongest, and the expected difference is also the strongest, but the closer to the expected restructuring timeline, or the clearer and clearer the result of the restructuring, the more distinct and distinct, then the expectation will be weaker and weaker, because the stock price reflects the market expectation, so the trend of the stock price is usually a wave of trends, after a wave of speculation, after the restructuring is expected to be speculated, once the stock price falls into adjustment, it will be difficult to rise again."

"Therefore, on the expected trend of the two stocks in the future......"

"In the short and medium term, the height space must be 'Chengfei Technology' is obviously stronger, but in the long-term space, the two cannot be compared."

"Actually, these two checks ......"

Xu Shen said this, paused again, organized the language, and continued: "Today should be the point of divergence between the two trends, the possibility of 'Fushun Special Steel' continuing to rise and limit the board today is very low, most of them are to maintain a high-level shock trend, but 'Chengfei Technology' in breaking through the height of the three boards, but obviously there is no pressure, and ...... This check is very likely to become a well-deserved concept hype leader on the short-term timeline of the market. ”

"More than three boards can be expected."

"The upward height of the five plates, and even the height of the seven plates, is also completely predictable."

"Of course, where can the final speculation go, how much can the height space go up, it depends on the disk, the specific fund undertaking, and the expected changes in the participation of various funds in the disk, after all, the leading stocks go to the back, in addition to expectations, capital risk appetite and disk sentiment, but the most important thing."

"Got it!" Zhou Kan nodded, "It should be reasonable to continue to increase the position of 'Chengfei Technology' at the opening." ”

After speaking, Zhou Kan once again put his eyes back on the trading disks of the two cities.

At this time, the market has completed the call auction, the Shanghai index was at 2395.33 points, up 0.32%, the Shenzhen Index, the ChiNext index fell 0.12% and 0.29% respectively, nearly 1,100 stocks in the two cities opened high in the red market, and more than 700 stocks opened slightly lower.

Judging from the overall opening of the two cities, this situation is slightly higher than the expectations of the majority of investors in the pre-market market.

As for the popular main lines with high attention in the two cities, as well as the popular industry sectors and concept plates.

A number of industry sectors and conceptual sectors in the two main areas of 'infrastructure' and 'military industry' have achieved varying degrees of high development; In the main line of "science and technology growth", only "consumer electronics" has slightly warmed up, and the rest are low open, among them, yesterday's performance was more resistant to the fall of the "Internet finance" and "e-commerce" sector, today's set auction stage, but it is showing an obvious state of making up for the fall.

Of course, even in the main field of 'technology growth', a number of concept plates have shown a general trend of low opening.

However, its performance is still slightly stronger than the expected performance of the market investor group in this field.

After all, everyone thinks that the line of 'science and technology growth',Inthe'LETV's continuous fall limit,It will continue to be brought down,There is a continuous panic killing trend,But I don't want to,Judging from the opening results at the moment,In addition to the 'Internet finance'and'e-commerce' sector that made up for the fall,And the previous surge,At this moment, it was most affected by the continuous fall of LETV""Film and television media"Except for the obvious sharp low opening trend,The rest of the concept plates,Under the extreme killing and falling for two consecutive days,There are signs of temporary stabilization。

In addition to the performance of the main line of the market, the performance of the industry sector and the concept sector.

In terms of the performance of popular leading concept stocks with high attention in the two markets......

I saw that the final high opening range of 'Fushun Special Steel' was fixed at 5.28%, and the disk trading was quite active, but the capital divergence has expanded compared with the previous two days; 'Chengfei Technology' high opening price is fixed at 8.63%, approaching the position of the price limit, and 76 million funds have been traded in a single set auction, and the disk trading can be described as extremely active, and the enthusiasm for capital participation is also extremely high, and there is a momentum to continue to increase the limit; 'LETV' continued to fall to the limit,The limit of the fall limit has decayed compared with yesterday,But it is still as high as more than 200,000 hands;Yesterday's attention soared"Yinkou Port"The final high opening range was fixed at 6.22%,On the disk,The willingness of funds to do long,It is also very strong。

As for the early hot concept stocks in the field of "large infrastructure" such as "Northern Xinjiang Communications Construction, Shanghai Construction Engineering, Tianshan Cement, Pudong Construction, and Capital ......Co., Ltd.", although at this moment, most of them have achieved a high opening situation, but the enthusiasm and the activity of disk capital trading have decreased compared with before.

Among them, the leading stock in the early stage of "Northern Xinjiang Jiaotong Construction", in yesterday's dragon and tiger list, without the "wealth road" smashed the market, it only opened high at about 0.5% of the increase, the market funds are very different, it seems that the stock price in this position, it is difficult to continue to speculate.

And such as 'Huaguo Metallurgical, Huaguo Railway Construction, Huaguo Communications Construction, Huaguo Construction, Kewan Real Estate, Gemdale Group, Huahang Optoelectronics, Hangfa Power ......' and other heavy-cap stocks in the field of "infrastructure" and "military industry", maintained an upward trend, slightly outperformed the rise of the Shanghai Index, and basically did not suffer from the pullback at the end of yesterday because of the lack of market capacity, and the market sentiment is still quite active.

In addition to the core main line, core stocks.

The performance of individual stocks in other markets, although most of them follow the changes of the broader market index, most of the trading conditions of their disk funds, as well as the comments of retail investors in the comment area of individual stocks, are still developing in a good direction, whether it is trading volume or expectations, they are gradually improving.

Generally......

After the market officially broke through the 2300 point suppression, the entire investment sentiment and investment confidence, than before has a more obvious change, although on the whole, the market has not really gotten rid of the stock game pattern, but the potential investor group who hesitated and waited and waited outside the market was already holding the funds, attracted by the market money-making effect, and slowly entered the market.

Faced with such a situation of opening the two cities.

The majority of investors in the market, whether they are retail investors, medium and large investors, private asset management institutions, public asset management institutions, or the proprietary business groups of large financial institutions, are still a little surprised, feeling that this opening situation is somewhat beyond the psychological expectations before the market.

At the same time, facing a good opening of the market.

During the discussion of the topic and the collision of views, the expected view that we continue to be optimistic about the market outlook and intend to continue to long the market stocks still clearly has the upper hand, and the bears have not succeeded in counterattacking under the hidden concerns of the external market trend, thus suppressing the bullish power of the market.

In the discussion of topics and the collision of opinions, after a short 5 minutes of emotional brewing.

The two markets, which were briefly frozen, started beating again after the time reached 9:30.

I saw that the disk had just begun to beat, and the stock price of 'Chengfei Technology', which had attracted much attention, went straight to the price limit board at lightning speed, and after the explosion of 120 million, it took less than half a minute to completely seal the price limit board and successfully crossed the pressure threshold of the three boards.

Of course, this check is closed in seconds.

As a result, many investors in the market who are optimistic about the check market have not had time to formally place orders, and they have been blocked out of the buying channel.

Immediately afterwards, at 9:31, driven by the price limit of 'Chengfei Technology'.

The 'national defense and military' industry sector index, as well as its related concept sector index, have risen rapidly, making the entire 'military' main line related sectors once again occupy the top position in the list of concept plates and industry sectors in the two cities.

And at the same moment, the group of follow-up funds that did not succeed in buying 'Chengfei Technology' instantly overflowed and flowed to the same highly concerned and fiercely traded 'Fushun Special Steel', causing the stock price of this check to rise in a straight line within one minute, breaking through to the 7% increase mark.

And the rise of 'Fushun Special Steel'.

It also stimulates its related 'steel', 'nuclear power', 'domestic aircraft carrier' related sector indexes, and the corresponding constituent stocks within the sector to rise simultaneously, and the capital following the trend has also rapidly spread from these sectors to the entire 'big infrastructure' main line area.

So, after the opening, it took just 5 minutes.

Driven by the comprehensive drive of 'Fushun Special Steel' and 'Chengfei Technology', as well as the rapid performance of the two main lines of 'military industry' and 'infrastructure'.

The Shanghai Composite Index has come below 2400 points, and is once again one step away from breaking through this round number mark.

(End of chapter)