Su Yu responded with a smile: "In the context of the macro policy of 'military asset securitization road' and 'reform and reorganization of central enterprises and state-owned enterprises', the higher the stock price, the stronger the restructuring expectation of this stock, and the stronger the restructuring expectation, the more stable the speculation logic of this check, the natural stock price trend, as well as the joint force of funds, will become more and more consistent." ”

"However, the current market also needs this check to open up the situation."

"Only when this check has enough space for speculation and the height of the board can it stimulate a group of active capital groups in the field and further gather hype in the fields of 'military industry' and 'infrastructure'!"

"Only after this check has enough room for speculation, the two major conceptual theme plates of 'military asset securitization road' and 'reform and reorganization of central enterprises and state-owned enterprises' can further spread and ferment emotions, and stimulate potential investors outside the market to gradually enter the market, so as to provide continuous incremental funds for the entire market."

When Wang Can heard Su Yu's words, he bowed slightly, thought about it, and asked, "That...... Boss, do we need further guidance and stimulation for the market of this stock? ”

"But not at all." Su Yu said, "The active capital group in the current market is still very strong on the line of 'military industry', and didn't we say it before?" Whether it is the deepening of market sentiment or the change of market investment confidence, it takes time to react, and it is not necessarily a good thing to stimulate market sentiment too extremely. ”

"Mr. Su, 'Yinkou Port' is also opening today." When Su Yu responded to Wang Can, in the trading room, Zhu Tianyang, who was also carefully observing the changes in the two markets, also reported, "It looks ...... There are signs of convergence of various capital groups in the market to the two main lines of 'military industry' and 'infrastructure', as well as the 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises'. ”

"Well, indeed." Zhao Lijun also responded at this time, "'military industry', 'infrastructure' two main lines, as well as the" Eurasian Economic Belt", 'New Era Road, Maritime Silk Road', 'Central Enterprises and State-owned Enterprises Reform and Reorganization' These core concepts of the core stocks in the field of the theme of the core stocks, simply can't fall, as long as it falls a little, the following undertaking plate will appear rapidly, always feel that with the overall investment sentiment and investment confidence of the market, these main areas, the stock price has no room to fall, and the probability will continue to go up." ”

"Although the two main lines of 'military industry' and 'infrastructure', as well as the 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises', a number of concept stocks and core stocks have extremely limited adjustment space, but the entire market, at this time, ...... It should still not have the motivation to continue to break through strongly and go up. Hearing Zhao Lijun's words, Liu Yuan thought about it and responded, "At the same time, the trend of the peripheral market should already be in the short and medium term, and the line of 'technology growth', after the investment logic has collapsed, most of the short-term will continue to adjust violently, forming a certain constraint on the upward breakthrough of the market." ”

"Overall......"

"In this situation, the market should still focus on the two main lines of 'military industry' and 'infrastructure', as well as the core concepts of 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises'.

"Of course, under the influence of the two main lines of 'military industry' and 'infrastructure', as well as the core concepts of 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises', as long as the line of 'scientific and technological growth' enters the end of the short-term adjustment, the index continues to break through, and the problem is not big."

"Agreed!" Zhang Guobing smiled and answered, "The current market form should have developed in accordance with our previous ideal expectations, since the market has fully excavated the two main lines of 'military industry' and 'infrastructure', as well as the 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', ' In terms of the market value of these major areas, as long as the expected logic remains unchanged and there is no extreme major negative occurrence at the macro level, then the main line market in these major areas is fully able to support the entire market to break through. ”

"So ......"

"Although the current market is affected by the external trend, and the market sentiment has been temporarily suppressed to a certain extent, in the case of no fundamental change in the overall main line market and investment logic, the probability of our A-shares gradually getting rid of the influence of the external market and strengthening independently is still very great."

"Originally, the trend pattern of the A-share market and the peripheral market cannot be generalized." Zhao Lijun said, "If you want me to say...... Our big A should have had an independent trend a long time ago. ”

There was a brief discussion between the crowds......

The market has quickly reached 9:25 a.m.

I saw that after the overall call auction of the two cities, the Shanghai index was fixed at 2400.78 points, maintaining a flat opening trend, while the Shenzhen Index and the ChiNext Index opened with a decline of 0.19% and 0.33% respectively.

Among them, on the whole, nearly 2,000 stocks involved in the market are still open in the red with more than 1,100 stocks, and the two main lines of 'military industry' and 'infrastructure', as well as the hype and capital follow-up sentiment in the core concept areas of 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises', still show no signs of recession.

It can be said that not only is it not declining, but it is getting worse.

Of course, affected by the trend of U.S. stocks last night,Affected by the sharp fall of a number of global important technology stocks in the peripheral market,Today's 'technology growth'The core main line,At the opening, it also showed a relatively weak trend,A number of popular concept stocks in the main line field,As well as core weight stocks,Basically low open state,Among them,'LETV','Technology growth'The weight of the main line of the stocks,As well as the weight stocks of the GEM index,Under the trend of yesterday's fall limit,Today it opened with a sharp drop of 7%.

"Hey, I feel that the market is becoming more and more polarized!"

Seeing the opening situation of the two cities, some people sighed among the vast number of retail investors gathered on the online stock forum.

"Under the market pattern of the stock game, the evolution of the market will naturally not take care of all stocks, and the performance of market rotation is also very normal, right?"

"Normal is normal, but I feel that the main line of the market seems to be more and more concentrated in the direction of the main board of the Shanghai Stock Exchange."

"Indeed, I feel that the main line of 'technological growth', as well as the market era of small and medium-sized boards and gems, is obviously fading, and a number of core weight stocks and low-valuation blue-chip stocks on the main board of the Shanghai Stock Exchange seem to be on the market stage, and the trend is significantly stronger than the market."

"In the second half of last year, the Shanghai Composite Index did not move like a mountain, while the ChiNext Index took a doubling of the index, and this year...... Looking at this situation, with the assistance of the two main lines of 'military industry' and 'infrastructure', as well as the continuous market assistance of the main line areas of the core concepts of 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises', it will not be contrary to the market in the second half of last year, right? ”

"Don't talk about it...... It's possible! ”

"In fact, at present, in the two main lines of 'military industry' and 'infrastructure', as well as the core concept of 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises', the short-term rise is the best and the strongest trend is still those small and medium-sized hot core concept stocks, such as the previous 'Beixin Road and Bridge, Beijiang Jiaotong Construction', and the recent 'Fushun Special Steel, Chengfei Technology, Yinkou Port' and other popular stocks, weighted stocks...... Even the strongest trend of 'Huaguo Metallurgical, Huaguo Railway Construction, Huahang Electronics, Aviation Power' and other tickets, although the main funds involved in the intervention are larger, but in fact, the overall increase is not large, and the valuation is still very low. ”

"Yes, even if the 'technology growth' has recently been adjusted, on the whole, the valuation of the weighted stocks in the direction of the main board is still very far behind the valuation of many growth stocks."

"The valuation system and investment logic followed by the two are completely different, and they cannot be compared like this."

"It's not like that, but let's be honest...... Now there is the imagination space of the core concepts of the "Eurasian Economic Belt", "On the Road of the New Era, the Maritime Silk Road", and "The Reform and Reorganization of Central Enterprises and State-owned Enterprises". ”

And these new stories and growth space expectations are actually ...... There is no essential difference with the investment logic of the line of 'technology growth', not to mention the weight of these main boards with low valuation of blue chips and white horse stocks, to enjoy the same valuation treatment as the small and medium-sized board and gem and other 'technology growth' stocks, at least return to normal valuation, right? ”

"And this gives these blue-chip and white-horse stocks on the main board a certain amount of 'value revaluation' space!"

"I think that the current market speculation is not so much the growth of demand in the two main industries of 'military industry' and 'infrastructure', the expectation of industry recovery, and the core concept stories of 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises'.

"Hey, the logic of 'value revaluation' and 'value correction'...... It can fully summarize the reasons for the recent changes in the main line of the market! ”

"If the market blue chips and white horses really carry out value revaluation and value correction, then the two main lines of 'military industry' and 'infrastructure' at this time, as well as the core concepts of 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises', should just be the beginning, just opened the curtain of the market of 'value revaluation' and 'value correction', right?"

"If the two main lines of 'military industry' and 'infrastructure', as well as the 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises', the market speculation can really set off the entire market weight of blue-chip and performance white horse stocks, and carry out value revaluation and value correction, then I think ...... The real 'bull market' is not far away. ”

"No matter that the 'bull market' is far away, at least the Shanghai Composite Index and even the entire A-share market, in the case of a few days of adjustment in the peripheral market, can continue to maintain a strong state of shock, refusing to pull back, should be a clear signal worthy of our attention."

"The market will always develop in the direction of least resistance with the combined force of funds."

"According to the current market performance, as well as the recent index trend, the Shanghai Index refuses to pull back in the case of on-site and off-site bearish suppression, so this is a strong performance of the market.

"In short, at this time, it is correct to be bullish, and it is no longer appropriate to be bearish."

"I didn't say it, adding to my position is the only right thing to do."

"It's been a long time since you've seen a four-in-a-row board change hands, right?" Chengfei Technology's ability to hit this market so easily is the height of the board, so why not go long? ”

"Yes, go long and grab chips, I feel that the 'bull market' is just around the corner."

"Follow Mr. Su's 'wealth road' to go long, and the best money-making trading period in the second half of the year should be now."

"Big A will definitely be able to grow strong independently, there is no doubt about it!"

In the short five-minute suspension time, with the rapid refresh of the discussion topics on the online stock forum, a group of retail investors, whose views and opinions on the market, have gradually gotten rid of the pre-market anxiety and become more and more optimistic, and at the same time, their confidence in the market outlook is also getting stronger and stronger.

Then, under this emotional shift and brewing.

At 9:30 a.m., the two cities ushered in an official continuous auction transaction.

As soon as the market opened, under the positive hype, the two main lines of 'military industry' and 'infrastructure', as well as the 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', 'Reform and Reorganization of Central Enterprises and State-owned Enterprises', these core concepts and related industry sectors, and even a number of core stocks and popular stocks, have quickly ushered in a large number of active funds to assist, and the corresponding disks have strengthened rapidly.

At the same time, thanks to the two main lines of 'military industry' and 'infrastructure', as well as the strength of the core concepts of 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises', the Shanghai Composite Index also attacked sharply, and the lightning hit 2405 points.

Immediately after, at 9:31.

Port and shipping, machinery and equipment, building decoration, building materials, national defense and military industry, real estate development...... and other popular mainline industry sector indexes rose by more than 0.5%, squeezing into the top of the list of industry sector gains in the two cities, and the top ten popular concept stocks in the two cities, in addition to the stock of 'LETV', other popular concept stocks in the core main line areas have all achieved a red market upward trend.

Subsequently, at 9:35, when the Shanghai Composite Index continued to attack the 2410 point mark, and once again refreshed the rebound high and the intraday high to 2414.78 points, the weak Shenzhen Index and the ChiNext Index also turned red from underwater.

However, everyone thought that they had lowered their expectations and felt that the main line of 'technological growth' would inevitably continue to adjust today.

At this time, driven by the rapid narrowing of the decline in the disk, many core stocks in the main line of "technology growth" have also begun to usher in the trend of "over-falling rebound".

(End of chapter)