", Mr. Su's 'Wealth Road' has appeared again."

After the data of the dragon and tiger lists of the two cities was refreshed, and the whole network saw the "Fortune Road" seats on the list, in the hot discussion, Su Yu's main Yuhang tour capital group, the discussion heat of its large tour capital group was also explosive.

"Not only has it appeared, but it is also a continuous net buying trend, totaling 466 million chips on the two stocks of 'Huaguo South Car and Huaguo North Car', which I really didn't expect...... Today's limit of these two checks, I think it's a little weird, but I didn't expect that Mr. Su was behind the scenes. ”

"These two checks, don't you see anything special? Is there a major shift in fundamentals? ”

"These two checks are hyping up with the hot plate of 'high-speed rail', right? It stands to reason that the future performance expectations of these two checks, as well as the expectations of fundamental changes, should not be as strong as the infrastructure weighted stocks of 'Huaguo Railway Construction, Huaguo Communications Construction, Huaguo China Construction, Huaguo Metallurgical and Huaguo Construction'. ”

"'Huaguo Railway Construction, Huaguo Communications Construction, Huaguo China Construction, Huaguo Metallurgical, Huaguo Construction...... these 'Huazi' central enterprise infrastructure stocks, logically speaking, the main fund of the 'Yuhang Department' under Mr. Su has already been laid out, right? Moreover, the stock of 'Huaguo MCC', in the second half of this year, especially from June to September, has not always been a favorite stock of Mr. Su's continuous trading operation? ”

"Two stocks have increased their positions significantly at the same time, why don't I think it's that simple?"

"Before, Mr. Su's 'Yuhang Department' funds were also in the stock of 'Huaguo Zhongjian', and they increased their positions in a big way, but I don't think there is any special meaning."

"Is it possible that Mr. Su suddenly increased his position in the two checks of 'Huaguo South Railway and Huaguo North Railway', and the fundamental logic is to follow the logical line of 'reform and reorganization of central enterprises and state-owned enterprises'? After all, if you want to talk about the general logical background of "on the road of the new era and the Maritime Silk Road", "Huaguo Railway Construction, Huaguo China Construction, Huaguo Communications Construction, Huaguo Metallurgical Corporation, Huaguo Construction...... these "Huazitou" infrastructure stocks, the obvious concept is more pure. ”

"These two checks ...... the logic of 'reform and reorganization of central enterprises and state-owned enterprises'? Unlikely, right? ”

"Can these two checks still be merged and reorganized?"

"I believe in the merger and reorganization of these two checks, it is better to believe in the merger and reorganization of two barrels of oil, and it is better to believe in the merger and reorganization of 'Huaguo Construction and Huaguo Metallurgical'?"

"Actually...... It's not impossible. ”

"At present, the logical line of 'reform and reorganization of central enterprises and state-owned enterprises', there is still a lack of some catalysts, at least for now, the mergers and acquisitions and reorganization cases in the market are basically in the concept of local state-owned enterprise stocks, and the merger of large central enterprises has not yet happened, right?"

"Isn't the mixed reform of the check of 'Huaguo Petrochemical' counted?"

"It's definitely not counted, the mixed reform of 'Huaguo Petrochemical' feels like the thunder is loud and the rain is small."

"That's right, I feel that the line of 'reform and reorganization of central enterprises and state-owned enterprises', if you want to make a big difference and make a big move, you still have to have the actual merger and reorganization case support of large central enterprises, so that there is real room for imagination.

"In this way...... the logic of the two stocks of 'Huaguo South Railway and Huaguo North Railway' is indeed the logic of the concept of 'high-speed rail' superimposed on the 'Maritime Silk Road in the new era'?"

"That's how it should be!"

"In fact, from the future construction mileage of 'high-speed rail', as well as the macroeconomic strategy of 'new era on the road, the maritime Silk Road' brought about by the direction of the increase in foreign orders, the fundamental changes and future performance expectations of 'Huaguo South Locomotive' and 'Huaguo North Locomotive' are still very strong."

"At present, the fundamental logic of these two checks, which have been raised by Mr. Su's 'Yuhang Department' on a large scale today, must be the mileage explosion of 'high-speed rail', as well as the two logical factors of 'New Era Road and Maritime Silk Road', and other ...... We'll have to guess. ”

"There should be a market speculation factor of 'high and low switching' in the main line of 'big infrastructure', right?"

"'High and low switching'?"

"That's right, 'Huaguo Construction, Huaguo Railway Construction, Huaguo Communications Construction, Huaguo China Construction, Huaguo Metallurgical, Huaxin New Materials, Huaxin Cement, ......' these 'Huazitou' infrastructure weight stocks, in the previous 'big infrastructure' market rise, has been a large number of capital groups to speculate a round, the stock price broke out a round, the current stock price of these stocks, relative to the 'Huaguo South Car, Huaguo North Car' two weight stocks, is in the high stage of valuation and stock price, which also gives a high stage of valuation and stock price, which also gives a lot of money like 'Huaguo South Car, What is the opportunity for valuation repair and speculation of relatively low-weight stocks such as CNR, and this is not the logic of 'high and low switching' in the main line field? ”

"If you understand it this way, it makes sense!"

"Similarly, in the fields of 'machinery and equipment' and 'public transportation', some of today's strong large-cap weighted stocks should also be the same logic, right?"

"Generally speaking, although the market is a bull market, but the same main line of stocks, it is impossible to pull the valuation level too open, always have to rotate up, some weighted stocks, strong in the early stage, then the first wave, after opening the valuation space, it should be sideways waiting for the valuation of follow-up stocks to keep up, after all, it is difficult to open the entire market space by relying on the continuous rise of a few stocks."

"No matter what the reason and specific logic is, anyway, I think that since Mr. Su's 'Yuhang Department' focuses on and increases the position of 'Huaguo South Railway and Huaguo North Railway', the two weighted stocks in the field of high-speed rail plates, then we should pay attention to these two stocks from time to time, even if we do not agree with their related investment logic, we must also pay attention to the market trend of these two checks, and the impact and catalytic effect on the entire market trend."

"That's for sure, no matter which logical line Mr. Su follows, he will definitely not buy stocks indiscriminately."

"It's a pity that the plates of these two stocks are too big."

"The core hot spot and main capital preference of the market now is not to like large-cap weighted stocks? I don't think it's a problem that the plate is bigger. ”

"Well, yes, the main trend of the current market is indeed still in the heavy-cap stocks."

"As long as there is no problem with the main market direction, there is basically no risk of following the trend."

"The market changes of the core main line of 'big infrastructure' are really tenacious, I originally thought that Mr. Su's 'Yu Hang Department' funds have basically switched to the main line of 'big finance', but looking at the recent increase in the position of Mr. Su's 'Wealth Road' seat twice on the Dragon and Tiger list, it seems that Mr. Su's 'Yu Hang Department' main fund products, in terms of position structure, still have not given up the core main line of 'big infrastructure'!"

"How can you give up? Isn't the core market line of this year's market 'big infrastructure'? ”

"The key is the macroeconomic strategic concept of 'on the road of the new era, the Maritime Silk Road', and the recovery of the real estate market, as well as the strategic planning of supporting upper-level economic development such as 'accelerated urbanization construction', 'rural revitalization' and 'investment-driven economy', the expectation is too strong, it is difficult not to rise, it is difficult not to be hyped by the main capital groups of all walks of life in the market, to put it bluntly...... the 'big infrastructure' strategy is the core route of macroeconomic development. Could it be that the valuation is still high again, and the internal chip structure has not fully digested the main line of the 'mobile Internet' and 'smartphone industry chain'? ”

"With a turnover of more than 800 billion yuan in the two cities and tens of billions of market incremental funds per day, only the two core main lines of 'big finance' and 'big infrastructure' can carry the continuous speculation of such a huge capital group, right? These incremental funds, if you go back to focus on the two main themes of 'mobile Internet' and 'smart phone industry chain', I feel that the small and medium-sized board index and the gem index can be blown up in an instant. ”

"In fact, if the bull market stage of the market is calculated from April last year, the GEM index began to move, and now, after a year and a half of market evolution, the growth of the GEM index and the small and medium-sized board is still significantly greater than that of the Shanghai Index, really counted...... The Shanghai Composite Index can only be regarded as a supplementary gain, not a leader. ”

"Let me say, in fact, the bull market in the market also started in April last year."

"I remember that in June and July last year, Mr. Su shouted out the conclusion of the bull market, right? Just at the time...... Not many people listened. ”

"The market trend cycle of the small and medium-sized board index and the ChiNext index is not synchronized with the market trend cycle of the Shanghai index and the A50 index."

"It's kind of alternate."

"Wait for the main board direction of 'big finance' and 'big infrastructure' to continue to develop for a period of time, after the initial fulfillment of expectations, I feel that the follow-up market direction will most likely switch to the small and medium-sized board index, the gem index as the leading 'technology growth', 'concept growth', right?" Mobile Internet' and 'smart phone industry chain' two major conceptual theme directions, although last year was hyped fiercely, the valuation is generally high, but after this year's digestion and adjustment, I feel that in the bull market stage, the entire market valuation level is improving in the background, but also has a round of market power. ”

"Who can say for sure the follow-up main line market rotation? If you want me to say...... It is more important to seize the moment now. ”

"Of course, the two core main lines of 'big finance' and 'big infrastructure' must be the core main lines of the market at present."

"Mr. Su's 'Yuhang Department' funds, in the main line of 'big finance' and 'big infrastructure', should be a bright card, right? Since Mr. Su's 'Fortune Road' seat, on the Dragon and Tiger list, is still continuing to increase the stock chips in the two core main line areas, then continue to rely on these two main lines, continue to do the market, as for the main line of the market, when will rotate and switch, our funds are limited, it should not be something we can control, at this time, the best trading strategy, or follow the trend is more secure. ”

"It is definitely a safer approach to follow the trend, not to mention that the investment risk appetite of the market is so high now, even if it is up to a temporary high, it can't be trapped."

"That's right...... Tomorrow, I will carefully observe the trend of the two checks of 'Huaguo South Railway and Huaguo North Railway'. ”

"Yes, let's see how these two checks will follow up on the entire 'big infrastructure' main line, or the 'high-speed rail' branch line concept."

"Whether there is a potential blockbuster benefit, whether there is an expectation of the logical line of 'reform and reorganization of central enterprises and state-owned enterprises', from the market trend of these two checks tomorrow, we should also be able to see some clues."

With the rapid refresh of the group messages.

As well as the in-depth analysis of the dragon and tiger lists of the two cities, as well as the in-depth review of the market and individual stocks of the two cities.

As time continues to pass.

A number of major investment institutions inside and outside the market, public funds, private equity institutions.

The eyes of many asset management managers and countless industry insiders have also converged on the two stocks of 'Huaguo South Railway and Huaguo North Railway', and each of them inquired and analyzed the logic of these two weighted stocks, today's daily limit, as well as the internal logic and reasons for the sudden and substantial increase in the main capital of this stock by the main capital of the 'Yuhang Department'.

However, no matter how everyone analyzes and inquires.

On the news side, the news for these two stocks is a vacuum.

There is no blockbuster good news that everyone thinks, and there is no trace of the news that the two companies are going to merge and reorganize, only about the sparse and ordinary industry of the sparse and ordinary industry when the national delegation visited foreign countries and pulled several large orders for high-speed rail construction.

Of course, the macroeconomic grand strategic concept of 'Maritime Silk Road in the New Era' is good.

It's still a steady stream.

Governments at all levels, as well as relevant central and state-owned enterprises, are releasing the relevant benefits in this regard, and resolutely promoting this macroeconomic strategic concept.

And in this regard, the news is good and stimulating.

About the news that 'Huake Sugon' has set the 18th daily limit since the listing of new shares, as well as the continuous turnover of the two cities exceeding 800 billion yuan, continuing to refresh the new high of the trading volume, and the continuous turnover of 'Huaxin Securities' exceeding 10 billion, and the balance of the two financial institutions continues to maintain a scale of more than one trillion yuan.

It has also landed in major domestic financial media and reported on it in securities newspapers and financial newspapers.

Due to these hot news reports on the stock market, as well as the intentional or unintentional guidance from the regulator on market investment sentiment, with the passage of time, those novice investors who are not very sensitive and do not know much about the stock market, and even potential investor groups who are completely unfamiliar with the stock market, have also been attracted by these news hotspots and set their sights on the A-share market, which is rising higher and more popular.

At the same time, in the over-the-counter fund market.

Equity fund products, equity-biased fund products.

Driven by the publicity of investment institutions, brokerage companies, banking institutions and other fund sales agencies, as well as the impetus of the money-making effect, it is also showing a trend of explosion.

Many institutions have launched hybrid equity-biased equity fund products.

Under the hot fund investors subscribing and snapping up, daily discs can be said to appear frequently.

And this is why many investors who are not familiar with stocks and do not have the confidence to directly participate in market transactions are also entering the market on a large scale when they borrow fund products.

Of course, with the opening of the 'Shanghai-Hong Kong Stock Connect'.

The capital groups from the 'southern system' and the groups of overseas investment institutions will also come in on a large scale and actively participate in the A-share market with the continued hot market conditions.

In general, as the market index continues to break through and the money-making effect continues to deduce.

The market's investment sentiment and confidence have changed substantially compared with six months ago, a year ago, and even a month ago.

In other words, the entire A-share market.

At this time, it already has a complete bull market sentiment gene and investment confidence foundation, and the grand capital situation is also changing rapidly.