Chapter 628: The so-called 'independent trend'!

Then, when 3 o'clock in the afternoon came, the two markets ushered in the closing of the market.

I saw that the Shanghai Composite Index rose during the day and continued to close as high as 0.79%, while the related sectors of the two main lines of the two major industries of 'infrastructure' and 'military industry', as well as the related sectors of the main line of the concept theme of 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises', as well as their corresponding core concept stocks, also recovered their intraday declines and maintained the situation of closing in the red market.

As for the main line of 'technology growth', 'big consumption' and 'big finance', which once rose strongly in the intraday and rebounded in a wave of profits.

At the time of the close of the day.

They have engulfed all the gains of the day and returned to the weak shock situation.

At the same time, when the market fluctuated violently, the turnover of the two cities remained above the level of 400 billion, maintaining relatively active disk liquidity.

Faced with such a closing situation.

The two markets, whether they are on-site or off-market, are embarrassed.

At the same time, we firmly believe in the two main lines of the two major industries of 'infrastructure' and 'military industry', as well as the core constituent stocks in the main line of the market's hot concepts such as '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', will continue to refresh new highs.

In a large group of investors.

When the popular main lines of the "infrastructure" and "military industry" markets are getting stronger and stronger in the volatile trend, any adjustment can be quickly repaired in the intraday.

With the sell-off of many main funds, as well as profit-taking funds.

Investment sentiment in these main areas, as well as speculation, not only did not decline, but continued to intensify.

"The market performance of the popular main lines of the infrastructure and military industries is really tenacious, and the market trends of these two main lines this year have obviously exceeded expectations."

In Su Yue's main Yuhang tour capital group, there are also tour capital bosses who can't help but sigh.

"It really exceeded expectations, I feel stronger than last year's 'Internet finance' and 'smart phone industry chain' in the main line of 'technology growth', and the main line of the concept of 'mobile Internet'.

"What is doubling, like 'Chengfei Technology, China Airlines Hi-Tech, Aerospace ......Development', which of the leading stocks involved in the concept of 'military asset restructuring' and 'military asset securitization', which one is not a four- or five-fold increase?"

"Hey, that's ......"

"I feel that this year's market is obviously much better than last year!"

"As long as you focus on the main lines of 'infrastructure' and 'military industry', it is not difficult to make money."

"It's really not difficult, but the market in the first half of the year is still quite difficult to do."

"This year's market, I feel completely driven by the" Mr. Su ", the wave of market in April and May, as well as the market from the end of June to the present, are basically driven by Mr. Su, and they are all around the main line of the two major industries of "infrastructure" and "military industry", as well as the main line of the concept of "Eurasian Economic Belt", "New Era Road, Maritime Silk Road", and "Reform and Reorganization of Central Enterprises and State-owned Enterprises".

"Hehe, you want me to say...... Mr. Su probably didn't expect that the two main lines of 'infrastructure' and 'military industry' that he brought out would develop to this point, right? ”

"That's ...... true"

"The two main lines of infrastructure and military industry will develop to the point where the market is today, mainly affected by the macroeconomic policies of the 'Eurasian Economic Belt', 'the road of the new era, the Maritime Silk Road', and the 'reform and reorganization of central and state-owned enterprises', right?"

"If there is no positive impact of these major macroeconomic policies, these core main lines of the market should not be able to go to this step."

"It's hard to say, in fact, from a macro point of view, the fundamentals of the two major industries of 'infrastructure' and 'military industry' have also improved significantly."

"It is an improvement, but there is no good policy catalyst, I am afraid that it is still difficult for funds in this direction, the formation of consistent expectations, which depends on the 'technology growth', 'big consumption', 'big finance' several main line areas to know, to say that the future expectations, as well as the fundamental change trend, these major main line areas, should have a certain expectation, right? However, various funding groups are unable to form more consistent expectations in these main areas. ”

"The future expectation of the line of 'technological growth' is indeed relatively clear, that is, the adjustment of time and space, at present, there are still some shortcomings."

"As for the two lines of 'big consumption' and 'big finance'......"

"At present, I'm afraid it's not time for the fundamentals to reverse, right?"

"'Big consumption' is closely related to macroeconomic recovery, in fact, under the basic logic of the current macroeconomic recovery, the future expectation is not bad, as for the 'big finance' line, thanks to the trend of the market in the past six months, as well as the rising market trading volume and the balance of the two financial institutions, in fact, it also has a fairly strong future expectation, but at the current stage, the funds do not agree."

"Funds on and off the market cannot form a synergy in these low-level main line areas, and do not agree with the expected logic of these main lines, in the final analysis...... I think there is still an active flow of funds in the field, piled up in the 'infrastructure', 'military industry' these popular main lines are too much, resulting in the turnover of the two cities, although it has exploded to about 400 billion, but in some areas of the market, there is still a significant lack of funds, and there is no capital to pay attention to, how can there be any market? ”

"The most important thing is not because of the following sentiment of the retail investor group, which is not like gathering in other places? In fact, it is not only the main lines of 'scientific and technological growth', 'big consumption' and 'big finance' that cannot gather the consistent expectations of funds, but also the main lines of any other market except for the popular main lines of the 'infrastructure' and 'military industry', which cannot gather funds at this time. ”

"Isn't the trend of retail investors following the trend and following the continuous money-making effect?"

"In fact, in the past few days, the main lines of the 'infrastructure' and 'military industry' markets, the continuous violent shock trend, is the best time for the market to carry out 'high and low switching', but what ...... At the same time, there is no other big man like Mr. Su who dares to take advantage of the strong capital volume to continue to make a market, pull the corresponding core concept stocks, and play the space in one go to further condense the market's attention and sentiment. ”

"How easy is that? In the case of such a big divergence in the market, other major capital groups, as well as large-scale powerful institutions, even if they have the huge capital volume of Mr. Su's 'Yuhang Department', do not dare to firmly go long on a large scale on a certain main line, eat chips crazily, and forcibly make a plate upward! ”

"That's right, under this obvious big disagreement, forcibly pulling the plate will only lead to a worse death."

"In fact, in the final analysis, it is the lack of courage of other large major institutions, no matter how much money is gathered, it is just a breakthrough in one direction."

"It's not that they don't have enough courage, but even if they go out, the big money continues to go up, and it may not help."

"yes, remember June, right? At a time when the direction of the market breakout is also divergent...... During that time, in the choice of the main line direction of the market, there were huge differences between the funds of all parties on whether to concentrate on the direction of 'infrastructure' and 'military industry', or to concentrate on the main line of 'scientific and technological growth'. ”

"At that time, in the market, many major capital groups did not unite together, concentrated in the main line of 'science and technology growth', continued to buy, in a vain attempt to concentrate capital advantages, pull out the line of 'science and technology growth', condense market sentiment and follow the trend, and hit the upward breakthrough trend of the line of 'science and technology growth'? Results...... Is it done? ”

"If you want me to say that the core main line of the market must be caused by the joint efforts of all factors in the market to be able to get out of the sustainable market, relying on a single share, or the guidance of a small number of main capital groups, difficult, too difficult!"

"Indeed, the reason why Mr. Su was able to gather financial advantages and play the two core main lines of 'infrastructure' and 'military industry', so that these two main lines of the market can continue to lead the index to break through and get out of a wave of magnificent main rising market, the fundamental reason is that in addition to the impact of the 'Yu Hang Department' fund itself on market sentiment and the majority of investor groups, the most important thing is that on the macro level, there is the 'Eurasian Economic Belt', 'the new era on the road, the Maritime Silk Road', ' The reform and reorganization of central enterprises and state-owned enterprises have the support of several major policies, without the support of these major policies, I am afraid that Mr. Su will not be able to bring these core main lines. ”

"The money is working together...... The market is becoming more and more focused on the synergistic effect. ”

"This is inevitable, the era of Zhuang stocks, with the collapse of the original 'Delong' system, has long passed."

"Now, it's all about the synergy of emotions and the synergy of funds."

"At least for now, in the market, the main line areas that are most likely to form emotional synergy and capital synergy are still the two main lines of 'infrastructure' and 'military industry', as well as a number of conceptual plates hyped around 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'...... Differences should not be resolved in a short period of time. ”

"If the differences can't be resolved, there will be no sustainable money-making effect and market trends!"

"This also shows that in the next period of time, the overall market will definitely continue to revolve around the main line areas of 'infrastructure' and 'military industry'."

"Does that mean that the 'high-low switch' of the market should not happen at the moment?"

"It's not that it won't happen, the over-falling rebound of low-level stocks should still be done, but there will be problems with sustainability, and you have to reduce the expectation of doing the market."

"If there is no sustainability, it is better to focus on the main line of 'infrastructure' and 'military industry'?"

"Agree, at least in the case of 'infrastructure' and 'military industry', which are the hot main lines of the market, and can still gather emotions and follow the trend, around these fields, even if you can't make money, you should be able to get out."

"However, the trend of stagnation in recent days is also a fact that the hot main lines of the market of 'infrastructure' and 'military industry' have been stagfled! I feel that many of the main funds are still taking profits obviously. ”

"A lot of tickets have doubled, and at this time, it's not surprising that profits are taken."

"As long as there are still big differences in other main line directions, then I think it is not a big problem to continue to focus on the main line areas of 'infrastructure' and 'military industry'."

"There is no problem in continuing to speculate and make deals around these main lines, but the key is that we still have to pay attention to the movement of Mr. Su's 'Yuhang Department' funds."

"This is for sure, after all, Mr. Su's 'Yuhang Department' funds have too much impact on the market."

"If Mr. Su's 'Yuhang Department' also begins to reduce positions and take profits in the main line of 'infrastructure' and 'military industry', I'm afraid that these popular main lines will have a sharp decline in the money-making effect, right?"

"If the 'Yuhang system' really takes profit in an all-round way, the popular main lines of 'infrastructure' and 'military industry' are not only as simple as a sharp decline in the money-making effect, but also a high probability of repeating the market trend of the main line of 'technological growth', right? Extreme adjustments are inevitable. ”

"However, the movement of Mr. Su's 'Yuhang Department' should be difficult to detect now."

"Indeed, the main fund products of the 'Yuhang Department' have just announced the net value and position data not long ago, and I estimate that in the short term, these data will not be released again, and at the market disclosure level, it will only be the seat of the 'wealth road' of Su on the list of dragons and tigers."

"Mr. Su knows that he has too much influence on the market, so he should deliberately avoid his 'wealth road' seat and appear on the Dragon and Tiger list, right?"

"It's also possible......"

"Well, that's it...... It's just a guess? ”

"I can only guess, but according to the weighted core stocks held by the 'Yuhang Department' last time, it should still be easy to guess, right? For example, several main fund products such as Mr. Su's 'Yuhang Department', in the tickets of 'Huaguo Metallurgical, Huahang Optoelectronics, and Huahang Shenfei', the weight of the positions is quite high, and the amount of chips is very large. ”

"With such a huge amount of money, if you want to take profit in an all-round way, there should be no trace of these stocks on the disk?"

"Makes sense, haha...... Then observe from these stocks with heavy positions in the 'Yuhang system'. ”

"As long as the trend of these stocks, there is no obvious continuous explosion of diving changes, then continue to insist on doing 'infrastructure', 'military industry', these popular main line of the concept of leading stocks, as long as the eyes of retail investors, as well as the main market sentiment, is still gathered in these areas, the money-making effect has not been lost, then continue to do the original rhythm."

With the rapid refresh of the news in the group, as well as the analysis and discussion of the market situation by the investors......

The clock slipped quickly to 5:30 p.m.

The list of dragons and tigers of the two cities was announced.

I saw that under the violent shock trend of the market today, a total of 51 stocks in the two cities were on the list.

And among the stocks on the list, in addition to some stocks that are good for the review, as well as the newly listed new stocks, and the second new shares, the vast majority of the stocks on the list are still gathered in the main line of the 'infrastructure' and 'military industry' industries, as well as the 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises'.

Of course, among the stocks that make the list in the core main areas of these markets.

According to the trading seats disclosed by it, it can be found that the undertaking of floating capital is still active, and at the same time, institutional buying and selling are also very active.

In many popular stock trading seats, there are institutions selling and institutions buying.

In short, in the current position, whether it is an index or a specific individual stock, the funds on the market are quite huge in terms of long and short divergence.

And it is in the midst of this long-short divergence of the main funds.

In the evening, the peripheral market continued to rebound, and the overall trend had a clear reversal.

The next day, under the guidance of this external market expectation and sentiment......

Everyone thought that this time, the Shanghai Index would be able to end the adjustment and continue to break through under the leadership of the popular main lines of the market such as "infrastructure" and "military industry".

As a result, after a short period of surging higher, the market once again stagflagged, forming a downward and volatile trend.

In the end, by the time it closed at 3 o'clock in the afternoon, it had closed down by 0.11%, much to the disappointment of investors who were full of expectations in the morning!