The next day, January 1, 2015.

The people who guarded Fang Hong's Weibo account finally saw a dynamic blog post that had just been updated on the days of today's New Year's Day, and after this Weibo was updated, it reached 10+ million views in minutes, which shows how many people have been staying here in advance.

Fang Hong's updated Weibo article is a sharp comment on the end of the big A in 2014, and shareholders and fans have come to watch and take a look.

[From 6124 points in 2007 to 1974 points in the first half of 2014, the A-share market, which is known as the "bear crown in the world" for seven years, finally raised its eyebrows in the second half of 2014, and stood out in the haze of the peripheral stock market.

The 2014 A-share market ended perfectly, as of yesterday's Wednesday close, the Shanghai Composite Index was at 3234.68 points, an annual increase of +52.87%; The Shenzhen Component Index was reported at 11,014.62 points, an annual increase of +35.62%; The GEM index was reported at 1471.76 points, an annual increase of +12.83%.

It is worth noting that the Shanghai Composite Index became the undisputed king of the global stock market with a gain of more than 50 percentage points last year, not only surpassing the bullish US stocks (S&P +13.1% annual gain), but also leaving the second place Indu stock market (+29.44 annual gain) far behind.

The sharp rise in A-shares not only took off the hat of a seven-year bear market, but also surpassed the capital to become the world's second largest stock market, and the single-day trading volume of more than one trillion yuan for several consecutive days set a new record in the global capital market.

Among the individual stocks that can't be stopped at all, there are 24 consecutive daily limits of Blue Stone Heavy Equipment, 22 one-word boards of Zhongke Sugon, etc., all of which make shareholders excited.

The rise of blue-chip large-cap stocks soared into the sky, and brokerage stocks frequently showed the collective rising tide, and the concept swept thousands of armies along the way.

Crazy market accompanied by crazy brokerage stocks, the end of the year interest rate cut made the brokerage sector market outbreak, as the absolute leader of the current round of the A-share market, brokerage stocks many times collective limit is a highlight of the market.

The Belt and Road is undoubtedly the biggest hot spot in the capital market in 2014, driven by this, construction, ports, shipping and other sectors rose amazingly.

It all sounds like a high-pitched and uplifting movement, but as the 2014 chapter turns, there are still many questions worth pondering.

Where is the support point for the market strength in the second half of 2014? Will these support points continue in 2015? Will there be more tailwinds? Or is it just a flash in the pan, and will the bear market return? In 2015, in addition to the expectation of the index market, which sectors will make money, and what are the benefits to investors?

Although the second half of 2014 blue chip heavyweight stocks led the overall rise, but throughout 2014 and 2013 market can be found that the A-share market has blue chips and growth stocks alternately rising law, such as the second half of 2014 market led by blue chips, especially large financial stocks, but the 2013 structured market is dominated by small and medium-cap growth stocks, you sing and I appear on the stage.

This alternation of styles has been a long-standing feature of the A-share market, and investors should also adjust their stock market investments in 2015 in a timely manner according to the rotation theme, and should not be overly conservative.

Follow the trend, take advantage of the momentum, build momentum, take advantage of the momentum, stop in moderation, keep the right and use the odd, weak water 3,000, but take a scoop to drink.

Looking ahead to the next 2015, the A-share market is still full of opportunities and extraordinary challenges, although the market upward trend is clear, but there are undercurrents and ups and downs. Investors must take the initiative to operate flexibly, grasp the transformation of market style and the rotation of sectors, adjust the portfolio and control positions in a timely manner, and wish you satisfactory returns in the investment in 2015. 】

……

After Fang Hong's blog post was updated, it was quickly forwarded and discussed by onlookers from all walks of life, and many media organizations also cited his article for reporting.

A large number of people have begun to conduct a comprehensive analysis and interpretation of this article, after all, this is an article sent by the founder of Qunxing Capital, and many people are holding a word-for-word analysis like a treasure, intending to find the wealth password in it.

However, for this article, many ordinary retail investors are a little disappointed, because they haven't seen K God say that he did that plate in 2015 after reading the whole article, like the Weibo posted before, directly naming brokers, Chinese word head tickets, and it was over with no brains as soon as he closed his eyes.

However, this time, when an article came out, there was no similar simple and crude direct naming and publicly optimistic plates.

This part of the retail investors with a small disappointment is destined to become cannon fodder in the market in 2015, because they don't even want to move their brains, they just want to open their mouths to be fed, this kind of people who don't want to use their brains and want to get rich overnight are often cannon fodder characters.

In fact, people who don't want to use their brains to lie down to win, they may not become cannon fodder, because Fang Hong has opened a window for this group, that is, the establishment of wealth funds, to buy wealth fund wealth management products, you don't need to use your brains, just stick to it, endure the loneliness of time, and you can lie down and win after ten years.

Only those who don't want to use their brains more and want to get rich overnight, but don't have a little self-knowledge, will become cannon fodder in the market.

In fact, Fang Hong's article already contains a huge amount of information, and it is not so obscure.

First of all, the overall tone of the article, indicating the basic view that the market will continue to rise in 2015, and then emphasizing the law of alternating blue chips and growth stocks, just in the second half of 2014, it was the blue chip heavyweights who led the overall rise.

Since it is a small and medium-cap growth stock, it is right to do the GEM, and the growth rate of the GEM index in 2014 is far behind the Shanghai and Shenzhen main board index, and in the last month of 2014, when the main board index accelerated upward, the GEM index fell in the same period because of the outflow of funds to chase the main board, which also came with a supplementary logic.

So what is the most growing stock?

There is no doubt that of course, it is represented by high technology, and only technology stocks have high growth, such as chip semiconductors, domestic software, computer services, industrial interconnection, big data, software services, etc.

The whole investment context becomes more and more visible.

There are people who don't want to use their brains and have no self-knowledge, and naturally there are people who use their brains and are keen to change and observe things, and these people have a clear investment direction for the next investment strategy in 2015 based on their own quality and combined with the analysis of Fang Hong's article.

Their careful observation found that the emergence of some social phenomena had already begun to take shape, and they had already hinted at them.

For example, the anthropomorphic image of Xiao Aya, who has recently exploded out of the circle, is behind a series of scientific and technological progress, such as time to push forward, a breakthrough in a major technical node of the lithography machine, etc., technological innovation and breakthroughs have brought new economic growth points.

The emergence of these social phenomena has revealed to investors the direction of investment in 2015, whether explicitly or implicitly, and will inevitably reflect in the capital market and finally in the stock price trend.

……