"I think so." Zhou Qiang nodded, "As long as the capital of the 'Yuhang Department' can maintain a continuous lock-up state, then the market's expectations in the main line of 'infrastructure', 'military industry', as well as the main line of 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises' will be strengthened, and the market should continue to go up." ”

"Just ......"

Zhou Qiang paused, and said: "The market volume can not be released, it is always a hidden danger, if the market has not been able to get rid of the pattern of the stock game, then in the 'infrastructure', 'military industry' main line, as well as the 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', 'Central Enterprises and State-owned Enterprises Reform and Reorganization' several major concepts of the main line has continued to suck blood, the market as a whole, I am afraid that it will not be able to form an upward substantive breakthrough trend." ”

"After all, the final point of the stock price rise always has to fall on the performance of the amount of funds."

"Once the market can't get rid of the pattern of the stock game, then with the main line of 'infrastructure', 'military industry', as well as the volume of the main line of the 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises', there are not so many 'blood bags' in other main areas for these core main lines to absorb, and when the funds undertaken cannot support the market of these main lines to continue to rise."

"Then, these main lines, even if there is still a certain amount of expected support, I am afraid it will be difficult to get out of a higher market space!"

After listening to Zhou Qiang's worries, Gong Tiancheng pondered for a moment and responded with a smile: "In fact, your worries are completely unnecessary, after all, as long as the money-making effect of the market continues, especially the main line of 'infrastructure' and 'military industry', as well as the main line of 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises', the popular concept stocks in these fields are still hyping upward, so according to the majority of retail investors in the market." The nature of chasing the rise and killing the fall', the potential retail investor group outside the market will obviously be attracted by this money-making effect of the market. ”

"As long as this part of the investment group can continue to enter the market, there will be no shortage of incremental funds in the market."

"...... at the same time"

Gong Tiancheng smiled lightly and continued: "Don't forget, after the collapse of the investment logic of the line of 'technology growth', a number of institutions inside and outside the market need to find the next more certain main line to adjust their positions and invest in the layout of their positions. ”

"There is also the current 'infrastructure', 'military industry' main line, as well as 'Eurasian Economic Belt', 'new era on the road, the Maritime Silk Road', 'central and state-owned enterprise reform and reorganization' several major conceptual themes of the main line of institutional position weight, the overall is not high, in the institutional group generally fled from the main line of 'science and technology growth', these main line areas, is with the motive of large-scale intervention of institutional funds."

"Moreover, the financial situation in the macro direction is actually gradually improving."

"First of all, in the external environment, the Federal Reserve's interest rate meeting, the wind direction has changed, secondly, after experiencing two bank money shortage crises, our domestic central bank, recently has been moving closer to the overall monetary strategy of loose liquidity, and finally, the whole environment, the surge of hot money is actually quite intense, and many funds have not found a good way to invest."

"...... in this situation"

"As long as the stock market can show a certain continuous money-making effect, then these hot money that cannot find a good way to invest will definitely pour into the stock market on a large scale, after all, although the current property market policy has been relaxed, but the recovery of the property market will take time to react."

"Overall, the financial situation in the market is not bad, and what is really missing is confidence."

"However, even because of the suffering of the bear market for many years and the lack of market confidence, after the previous 'science and technology growth' main line market surge, as well as in April and May, as well as the current 'infrastructure', 'military industry' main line, as well as the 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', 'Central Enterprises and State-owned Enterprises Reform and Reorganization' Several major concepts of the main line of the market, has been significantly warmed up and turned."

"In this way, investment confidence will pick up and turn, and a steady stream of incremental funds will naturally come in."

Current ......

Gong Tiancheng paused for a moment, thought for a while, and then continued: "The key point is whether the market's money-making effect can continue to expand, and whether the market extended by the main lines of 'infrastructure' and 'military industry', as well as the main lines of 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises' can continue to spread deeply and form a larger main line market." ”

"Bigger mainline market?" Zhou Qiang was slightly stunned.

Gong Tiancheng nodded and said with a smile: "Yes, if the market wants to really go bullish, it is not enough to rely on the expected pull of these lines, and it is not enough to have more main lines to be expected, so that there is a high enough market, if the main line of 'infrastructure' and 'military industry', as well as the main line of 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises' can drive all low-valuation blue chips and white horse stocks in the direction of the main board, so that the blue chips and white horse stocks of the entire market will appear' value revaluation's anticipatory logic, then ...... I'm afraid that a 'bull market' can be expected. ”

"Is it possible?" Zhou Qiang said, "At present, whether it is 'big finance', 'big consumption', 'non-ferrous cycle', 'medicine' and other traditional main line fields, the industry is not expected to recover, and look at the steel, coal, nonferrous metals, petrochemical fields, the problem of overcapacity is still very serious, we have to wait for the production capacity to clear and the industry to reverse...... There are no obvious signals or signs in sight at all. ”

"The tops and bottoms of the cycle, no one can predict accurately." Gong Tiancheng said, "We can only follow the market performance and expectations. ”

"It is true that many industries in the traditional field have not yet shown signs of 'reversal of difficulties'."

"But there is no doubt that in the direction of macro policy, the conceptual themes such as 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', 'Reform and Reorganization of Central Enterprises and State-owned Enterprises', 'Rural Revitalization', 'Property Market Relaxation', and 'Urbanization Acceleration' have given traditional industries the expectation of 'reversal of difficulties', and have given many industries a series of opportunities and hopes for the expansion of external demand and the stimulation of internal demand growth, and at the same time through 'reform and reorganization' and 'mergers and acquisitions' to clear a series of opportunities and hopes for internal production capacity."

"Let's speculate on stocks, speculating on expectations, not on expectations to be fulfilled."

"As long as there is an expectation, and the entire market, and even the macro policy direction, agree with and encourage this expectation, and at the same time, all kinds of capital groups in the market agree with this expectation logic, then ...... At this moment, the overall valuation level of the market is low enough, and there is a certain expectation difference and poor sentiment compared with future expectations, and the market outbreak can be expected. ”

"Therefore, I am optimistic about the main line of 'infrastructure' and 'military industry', as well as the main line of 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises'.

"I also believe that the market can rely on these beautiful future expectations and visions to achieve a continuous breakthrough trend under the current extremely low valuation level, and hit the 2,500-point pressure mark upward, and even continue to rise, inducing a round of 'bull market'."

Zhou Qiang didn't expect Gong Tiancheng to be so optimistic about the outlook for the market, he was stunned, and thought carefully about Gong Tiancheng's logical problems in market analysis, as well as some of the current market performance, emotional performance, market performance, etc., and suddenly felt that the market seemed to have the gene of 'bull market', and his heart couldn't help but be shocked, and he said excitedly: "Manager Gong, since this is the case...... Then we should completely adjust our trading strategy and investment strategy, and lay out the market more actively, right? ”

"There's no need to be in such a hurry." Gong Tiancheng said with a smile, "The change of the market situation cannot be achieved overnight, whether it is the emotional side, or the comprehensive recovery of the capital side, it is a moisturizing thing silently, it is a long-term quantitative change, in order to cause the final qualitative change, we should maintain enough optimism in the overall trading strategy and investment strategy, but in the specific layout and positions, we still have to be patient, take your time." ”

"However, we don't have to wait for a series of important target stocks in the main line of 'infrastructure' and 'military industry', as well as 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises'."

"Look at the market trend of these main lines, as well as the overall capital follow-up."

"There are really a lot of main funds to grab chips in this field in the future."

"Even if the index trend is in the overall upward trend, there are repeats, but the core stocks in these main areas are afraid that they will not fluctuate with the index pullback, and most of them are more and more shocking, which means that if we continue to wait, the cost of building a position will be higher."

"Of course, there are no obvious launches of other core blue chips and white horse stocks in other traditional main line areas."

"We can partially divide our positions and carry out a low-level gradual pick-up mode, and we can also hold positions patiently and wait for the arrival of the 'market east'."

"Okay, got it!" Zhou Qiang nodded.

At the same time, through the other party's market analysis and investment insights, he also has to admire that the other party is indeed far beyond his own in terms of market analysis and investment ability, and at the same time realize that his understanding of the market is still too shallow, and there are still many things to learn.

And with the discussion of the entire market after the two of them were on the Dragon and Tiger list.

Almost at the same time.

In the entire market, a number of institutional groups, large investors, and retail investor groups have equally fierce discussions.

And when the time entered 6 o'clock in the afternoon, the financial media, brokerage analysts, star fund managers, and stock commentators inside and outside the market also began to speak out frequently, and everyone in the analysis of the market, as well as the outlook on the market, is also the same brainless singing.

Of course, in this unanimous singing multi-voice.

Everyone is obviously bearish on the main investment line of 'technology growth', which has come out of the continuous adjustment trend.

"It is said that the nature of retail investors in the market is to 'chase the rise and kill the fall', and these financial media, brokerage analysts, star fund managers, and stock commentators seem to be no different in terms of views." Li Meng sat on the sofa in the living room, swiping the stock market information on the Internet with a tablet, and couldn't help but complain, "There is really no independent point of view analysis, a lot of it is far-fetched and hard logic." ”

In the past, she also felt that these analysts, star fund managers, and financial influencers had a lot of real skills.

But now...... When she experienced Su Yu's continuous guidance and stock market operation, she suddenly realized that these people were actually nothing more than that.

Su Yu sat next to her, biting the apple, and said with a smile: "It's not that they are level, but many people here are still actually bearish on the market, but in terms of public voice, they always have to pay attention to it, so they are talking nonsense about some logic and reasons that they don't agree with." ”

"No wonder." Li Meng suddenly.

"But no matter whether these people are really bullish on the market, whether they are really bullish on the market, whether they are using real money to do long, as long as they continue to speak out and continue to firmly shout the slogan of going long, it will always have some effect on the market." Su Yu said, "After all, what the current market needs is not 'old leeks', but a large number of potential 'new leeks' outside the market. ”

When Li Meng heard his words, he was a little surprised, and at the same time felt a little funny, and said: "'New leek', 'new leek', 'old leek'...... What are your terms...... Countless retail investor groups inside and outside the market still regard you as the 'beacon' of the market. ”

"It's just a joke." Su Yu said, "In fact, at this time, investors who can follow the slogan to enter the market, as long as they have patience and determination, they can make money, after all, the market's sentiment, capital, and fundamentals are really in an obvious reversal situation, and the money-making effect continues to improve." ”

Li Meng nodded and responded, "That's right, sometimes I think about it...... The wind of macro policy direction is still the biggest investment theme! ”

"It's nature." Su Yu said with a smile, "The market with strong regulation, the market dominated by the emotional side, and the wind in the direction of natural macro policies are the most certain direction of speculation, but this thing is ...... Sometimes, we still have to gather the fundamentals of the industry and the market valuation level to see, after all, the policy direction is just the wind, not the flame that ignites the market. ”

(End of chapter)