Chapter 813: Continued Optimistic Expectations!

"The market is really crazy, I just bought a few stocks in the morning, and when I closed at noon, I saw that all of them were up and down." Someone in the group instantly responded, "I feel that in the past two days, in this market, I can buy blindly with my eyes closed, and I can hit the price limit, and the money-making effect is too strong." ”

"After the Shanghai Composite Index officially crossed the 3,500-point mark, I feel that the market is stronger than before."

"That's for sure, we all know that the Shanghai Composite Index is in the range of 3000 to 3500 points, which is the heaviest core area of the market's historical hedging disk, and this area has been comprehensively broken through, so I thought that it had lasted for several years, or since the last round of bull market, this huge hedging disk deposited in the market has been completely unbundled, and has become an active capital group in the field, and can freely adjust positions to pursue the main line market, so ...... Can the market not be stronger than before? ”

"It seems to make sense that the hedging order has become a profit order, which has enhanced the liquidity of the market."

"For the majority of retail investors in the market, the chips for profit may not be able to hold, but the chips for loss must be able to hold, so there must be some truth in this analysis, I have to say...... After the Shanghai Composite Index broke through 3,500 points, the short-term market is indeed more active. ”

"Now the core leading stocks and concept leading stocks in the entire market have basically no money-losing effect, right?"

"How can there be any money-losing effect, look at the disk sealing orders of the major leading concept stocks, the funds raised are completely countless, how can there be a money-losing effect, as long as the relevant leading stocks dare to callback, believe it or not, it will be pulled up by a large number of thousands of hands to buy a large order, and re-seal back to the price limit."

"The short-term sentiment of the market is indeed more and more than expected."

"To be honest, the situation of a group of small-cap concept stocks dancing with the market's main line weight-heavy stocks feels really strange."

"That's not ...... Before, it was either a 28 market, or a pure small ticket speculation market. ”

"The market is full of funds, and the dance of big tickets and small tickets can naturally be realized."

"Indeed, the market turnover of more than 900 billion yuan can fully withstand the continuous rise of the market."

"It should be said that this is not a general rise, right? Although the small tickets and the market have indeed risen in tandem recently, they have shown a very strong performance, but these strong small tickets and large tickets are mainly concentrated in the core main areas of 'big finance', 'big infrastructure', 'military industry', 'new stocks', and 'film and television media', and are not completely scattered in all the main areas of the entire market, and others such as 'big consumption', 'non-ferrous cycle', 'medicine', 'petrochemical', 'coal'...... and other constituent stocks in non-popular mainline areas, which basically did not rise much, and still completely underperformed the market, I think...... This should show that the market has not yet reached the stage of a comprehensive bull market rally, and it is still a local market. ”

"Is it still a local market? Other words...... Is this still the first phase of a bull market run? ”

"It's definitely the first phase, there's no doubt about it."

"That is to say, the current bull market is still at the foot of the mountain, my obedient ...... If this prediction is made, the Shanghai Composite Index will inevitably exceed the market height of the previous bull market in this round of bull market. ”

"In terms of the performance of this amount in the first stage, the Shanghai Composite Index will definitely be unstoppable at 6,000 points."

"6000 points is too far, let's look at 4000 points first!"

"Is it still a problem with the current trend of the index and the trend slope of the year?"

"There shouldn't be any big problems."

"It still depends on whether the expected central bank interest rate cut and RRR cut at the beginning of next month can really be realized, right? If this blockbuster benefit can really be completely implemented and drive a big change in the entire macro capital situation, there will be no problem at all with the expectation of 4,000 points in the Shanghai Index at the end of that year. ”

"Yes, if the macro capital side can be completely reversed, from the previous monetary tightening to monetary easing, at least it can bring trillions of incremental funds to our A-shares."

"Less to say, as far as the money-making effect of the current market is concerned, at least trillions of incremental funds."

"I think that no matter whether the central bank's interest rate cut and RRR cut can really land, it can't change the expectation and trend of the Shanghai Composite Index breaking through continuously and hitting 4,000 points at the end of the year, right? After all, there are many active funds inside and outside the current market, except for the current stock market, which can easily obtain excess profits, other areas ...... There is no such a good investment opportunity. ”

"That's right, originally many over-the-counter active funds, the first choice in investment, is the property market, but the current property market, although the policy is relatively loose, but the confidence of property market investors, in the continuous years of blows, but has not recovered, it is estimated that the recovery of the property market, it will take a long time to brew, and this brewing time, maybe enough A shares to go through a round of bull market."

"In the process of the development of the big A bull market in full swing, I hope that the property market can recover slowly, and do not divert too much active funds on the macro capital side."

"As far as many private capital is concerned, there are only two investment channels that can obtain excess returns, either the property market or the stock market, and the current property market has no signs of recovery, but the stock market has recovered first, in this case...... If these funds don't come to the stock market, where else can they go? Therefore, it can be expected that in the follow-up macro capital, no matter how the central bank's monetary policy goes, for the stock market, the liquidity of funds will definitely become more and more abundant. ”

"If there is no problem with the basic logic of the capital side, then you can rest assured that you can go long boldly."

"Go long with a full warehouse!"

"Yes, if you are not satisfied at this time, when will it be full?"

"Today's 'Blue Stone Heavy Loading' and 'Huake Sugon' are the core leaders of the two sub-new stock plates, do you feel that the 'Huake Sugon' is a stronger disk trend, a bit of a card position 'Blue Stone Heavy Loading' meaning."

"The recent trend of these two demon stocks, in fact, is a bit of a mutual stuck, before the 'Blue Stone Heavy Loading' was weak and the 'Huake Sugon' was strong, but in the last few trading days, the 'Blue Stone Heavy Loading' has only been slightly stronger under the joint hype of the 'Rongcheng Gang' funds."

"The hype logic of the two demon stocks is essentially the same."

"If you want to make these two stocks, in fact, the best way is not to make a choice, just buy half a position of chips."

"At present, the two checks are not far from the previous high position, I think it depends on who crosses the previous high position first, and can take the lead in crossing the previous high position and stabilize, then it should strengthen its leading position, and will lead their respective concept plates, and then go through a wave of sustainable market."

"When it comes to these two checks, for the driving role of their respective industry sectors and concept plates, it is obvious that 'Blue Stone Reloading' is stronger, right? After all, stocks such as 'China Airlines Heavy Machinery', 'Aerospace Development', 'Hongdu Aviation', 'Fushun Special Steel', and 'Dalian Heavy Industry' are basically driven by 'Bluestone Heavy Equipment'. ”

"The abnormal market of the main line of 'military industry' can't be regarded as driven by 'bluestone reloading', right?" The main line of military industry has its own logic. ”

"No matter what the reason, the driving effect of 'Blue Stone Reloading' is stronger."

"It's a pity that the line of 'mobile Internet' is not the current core hot main line, and the active undertaking power of the main funds on this line is very limited."

"So it's better to get the 'Blue Stone Reloaded' check?"

"It can't be analyzed in this way, who is strong and who is weak in the two checks, the final landing point, or the nature of the main funds undertaken, the check of 'Blue Stone Reloading', yesterday's dragon and tiger list, the 'Rongcheng Gang' that has been dominating the stock market has obviously been retreating on a large scale, I think it is still 'Huake Sugon' is stronger, and said that the leading role of the 'Huake Sugon' check, the stocks of the 'Huake Sugon' series, in the past two days, have risen very well, and even the 'Huake Jincai' has directly walked out of the ultimate money-making effect of the board."

"It's all near-end new stocks, if you want me to say, you can go on any one."

"'Straight flush' check, do you still pay attention to it today? The divergence of the check is really getting bigger and bigger, but the blame is that the bigger the divergence on the check is, the more its stock price can rise, to say...... The bottom chips of this check have long been loosened, and its stock price should have been adjusted a long time ago, but unexpectedly, it has risen for a month. ”

"I don't think the 'straight flush' check can be analyzed with short-term thinking."

"That's right, the underlying logic of this check, although it is still financial, but the fundamental driving force for the rise in stock prices is the violent growth on the cusp of the bull market."

"I heard that institutions have a big difference in their expectations for this year's performance of the 'Straight Flush' check, and I think this is also the reason why the funds on the check are very different, but the stock price can still continue to hit new highs."

"The difference between institutions on this check's performance this year is really big, conservative, looking at double growth, and aggressive, it has seen 5 times and 10 times growth."

"Looking at it this way, this check has become an 'institutional' dominated stock."

"It has indeed become an institution-led stock, and the short- and medium-term active funds involved at the bottom, as well as a large number of main funds, have been out in large numbers in the continuous rise, but ...... fund products led by Mr. Su of the 'Yuhang Department', a large number of chips should still hold this stock."

"Since it has been reduced to an institution-led stock, it is not in line with short-term investment thinking."

"Among the three musketeers of 'Internet finance', 'great wisdom' is pure free capital, as well as stocks dominated by short-term funds, I think that at this current position, the trend elasticity of 'great wisdom' is higher than that of 'straight flush', and of course, it will definitely be higher than the check of 'Oriental Wealth'."

"'Great Wisdom' is good, but I didn't give a relatively good price today, and the position was too high."

"Like this kind of high-certainty mainline concept leader, it is usually difficult to have a better intervention price, and if you want to participate, you can only chase the high relay."

"What about the check of 'Shanghai Ganglian'?"

"It's not bad, but the logic shouldn't be as strong as the 'Internet Finance' Three Musketeers."

"In fact, I think the relatively low level of 'Jinzheng shares' and 'Yinjie Technology' two checks are good, the concept is excellent, the circulation is appropriate, and the short- and medium-term performance is also very imaginative."

"The three checks of 'Jinzheng Shares', 'Yinjie Technology' and 'Hengsheng Electronics' should be regarded as the three musketeers in 'trading software development', right?"

"These two checks, it depends on the continuity, right?"

"The two checks have been connected today, isn't it still sustainable?"

"I think I can participate, in the 'Internet finance' sector, there are not many high-quality stocks with a pure 'financial technology' concept, and there is not much space for short- and medium-term performance imagination, these two checks are absolutely counted, and as long as the market speculates on the theme of 'Internet finance', these two checks will definitely rise."

"Hey, it's mainly that the current position of the three checks of 'Straight Flush', 'Great Wisdom', and 'Oriental Wealth' is too high, so we can only settle for the second."

"'CEFC Securities' and 'Huaguo Construction', the two heavy-cap stocks of the core main line of the market, don't you pay attention to them?"

"These two checks represent the entire market heat of 'big finance' and 'big infrastructure', and the circulation of 100 billion yuan is destined to be only seen, not bought."

"These two checks should be said to be the emotional stabilizers of the two main lines of 'big finance' and 'big infrastructure'."

"That's right, as long as these two checks are trending well, then the two core main lines of 'big finance' and 'big infrastructure' can be let go of speculation."

"Today's trading volume of 'CEFC Securities' continues to expand."

"The check of 'CEFC Securities' may be able to rise today."

"Up limit? It's unlikely, if this check is up and down, it won't siphon the 20 billion funds in the market! ”

"Even if there is no limit limit, the check of 'CEFC Securities' should not be too big a problem if it rises above 7% in the afternoon."

"The two checks of 'CEFC Securities' and 'Huaguo Construction' should be regarded as the two heroes of the core main line of the market."

"It's the vane of the whole market!"

"It is also an absolute heavy stock of institutions, and if the disk trend of these two checks does not collapse, there will be no problem with the market trend, and the market will continue to move forward along the two core main lines of 'big finance' and 'big infrastructure'."

With the continuous rapid refresh of the group news, as well as the detailed analysis and interpretation of the morning market by many group bigwigs after the market.

Before you know it, the one-and-a-half-hour midday suspension time has passed in a flash.

In the midst of all the attention, the hands of time crossed 1 o'clock in the afternoon, and the stagnant two markets once again ushered in a continuous auction trading session.

I saw that the mood was brewing for an hour and a half throughout the afternoon.

As soon as the two markets began to beat, countless main buying funds quickly poured into the market again, frantically chasing those popular concept stocks in the two markets, as well as the mainline weight stocks. (End of chapter)