Rebirth of the investment era

Then, the next moment, 1:01.

Under the overwhelming buying attack, Beixin Road and Bridge hit the daily limit, completing the trend of floor and sky. The intraday amplitude exceeded 20%, and the turnover rate also exceeded 20%.

At 1:02, Beixin Road and Bridge closed its daily limit, completing a comprehensive reversal from the lower limit to the higher limit. At the same time, due to the overwhelming reversal trend of Beixin Road and Bridge, the most popular stock in the two cities, other companies such as Beixin Communications Construction , Shibei High-tech, Shanghai Sanmao, Shanghai Steel Union, Chongqing Development, Financial Street' and other popular stocks in the early stage were all driven up, and their stock prices skyrocketed.

At 1:03, the check of Shanghai Steel Union pulled up in a straight line, jumping 8 points in one minute, sealing the daily limit, and became the first bank to follow the trend after Beixin Road and Bridge went out of the floor-to-ceiling form. Hot stocks.

At 1:04, due to the straight-line daily limit trend of Shanghai Steel Union, the concept sector of 'Internet Finance' was further violently attacked by various funds on the market. Jinzheng Shares, Tonghuashun, Hengsheng Electronics, Changliang Technology, Bank A series of concept stocks such as Jie Shares, Great Wisdom, Huake Financial, etc. have all experienced linear upward movements.

At 1:05, the real estate concept sector index rose by more than 3%. In addition to Kumho Group, which hit the daily limit, popular stocks Gemdale Group and China Land Development also rose by more than 5%.

At 1:06, the entire conceptual sector of the two main lines of ‘infrastructure’ and ‘state-owned enterprise reform’ was fully linked, and the growth rates of related concept sectors all broke through to the top of the growth lists of the two cities.

At 1:07, MCC's gains also reached the 5% mark, and the entire construction decoration and building materials sectors launched a comprehensive counterattack.

At 1:08, the steel and cement sectors also began to move frequently.

At 1:09, Bayi Steel's increase jumped to 7%, Huaxin Cement's increase exceeded 5%, and Conch Cement's increase exceeded 4%.

At 1:10, as the market quickly counterattacked throughout the afternoon, and various active funds on the market became more active in following the trend, the Shanghai Stock Index rose by more than 1% during the session, returning to above 2335 points. The ChiNext Index and the Shenzhen Stock Exchange Index rose even more. It jumped to about 1.5%, which greatly changed the previous gloomy situation and reversed last week's decline.

At 1:17, after hitting the highest point of 2346.77, the Shanghai Stock Index began to exhaust its strength and came out of a slight adjustment trend of slow decline. At the same time... the two cities shared their energy. After a rapid explosion of more than ten minutes, they also Gradually reduce the volume again and return to normal.

At 1:28, the Shanghai Index slowly fell back to meet support near the 2332 point, and then slowly began to turn around and attack again. Of course... the strength of the index's upward attack at this time, regardless of the change in volume, energy, or trend slope, was higher than that at the opening in the afternoon. Those ten minutes were far apart.

At 1:35, after briefly rebounding to around 2337 points, the Shanghai Index began to fluctuate in the range of 2335 to 2345 points.

More than half an hour later.

The index no longer reaches new highs, the time-sharing volume of the two cities can increase, and there is no longer a concentrated rapid explosion of volume.

A number of main areas such as 'infrastructure', 'state-owned enterprise reform', 'Shanghai Free Trade Zone', and 'Internet Finance' that performed well during the session today, in addition to a number of popular stocks in the field, still maintained a strong state, and the market trading In addition to the extremely intense trading, most of the other core component stocks have shown weakness in their upside, and the volume of trading on the market has gradually declined, and they can only maintain a volatile trend at a high intraday level.

Then, when the time entered the late trading period after 2:30 pm.

The high-level following effect of the two cities began to further weaken. In terms of the overall buying and selling order comparison, selling once again took the initiative, suppressing most stocks and indexes to gradually fall back from the high intraday area. Among them, the check of 30 cents in the Shanghai stock market was in the market of the two markets. After the pattern obviously weakened, within a few minutes, it fell from the 6 or 7-point gain position to near the flat position, and the strength and weakness reversed again.

"That should be it for today, right?"

Seeing that the trading time of the two cities has slipped to 2:40, at this moment, inside Yuhang and Yuhang Investment Company, in the fund trading room, Li Meng observed the market and said: "According to our judgment in the early trading, except for a few stocks, the trend It exceeded expectations, and everything else was basically within the scope of our judgment. Sure enough... although the market had a good intraday rebound, it failed to reverse Friday's decline and truly restore the market's confidence and sentiment."

"But it's pretty good to be able to create this space in the game." Su Yu continued, "The floor of Beixin Road Bridge is still a bit unexpected."

"Yes!" Li Meng responded, "Indeed, although the Beixin Road and Bridge check made a crazy trend today, and fully stimulated the market's hype mood in the afternoon, the market's own mood and willingness to pursue higher prices Generally speaking, the future premium space for this floor and ceiling board should not be large, right?"

Su Yu nodded slightly and said: "Basically there is no room for premium, so I said that this check can be sealed in the afternoon, which is somewhat surprising."

"Oh, by the way, it's really surprising that Oriental Fortune's check has hit the limit today." Li Meng said again.

Su Yu smiled and said, "I guess some good news has been leaked within the group, such as the heavily invested fund trading platform website or something like that."

In the financial trading market, there is no airtight wall in the world.

He was able to come up with so many words in his communication with Zheng Likun, general manager of the Oriental Fortune website last night, and initially set an investment plan of 2 billion. Then there are other news channels inside and outside the market that are very sensitive and have excellent knowledge of the main funds. , it is not surprising to realize the investment value of this company at this time point.

Therefore, he was not as surprised as Li Meng about Dongfang Fortune's daily limit.

"Actually, the most dynamic thing on the market today is the 'Internet Finance' sector driven by the 'Oriental Fortune' check." Liu Yuan pondered for a moment and then added, "Shanghai Steel Union, Hua Kejin Cai, Yinjie Shares, Changliang Technology... show great signs of regaining their former glory, and the long-term trend pattern of this concept sector has just fallen from the high point of speculation compared with the two "infrastructure" and "state-owned enterprise reform" The main line is great! Master...you said that the concept sector of 'Internet finance' is possible to take over the next market?"

"On the market today, the trends of the Shenzhen Stock Exchange Index and ChiNext Index are slightly stronger than those of the Shanghai Stock Exchange Index."

“There are no longer a few active funds on the market that are attacking from multiple sides and going deep into the ‘growth stock’ sector in the direction of small and medium-sized boards and GEM.”

"Also, based on the fundamental information we have about the industry."

"Major domestic financial institutions, including banks, securities, and insurance systems, have been following up on the development of mobile app platforms. This is especially important for A-share companies such as Huake Financial, Hengsheng Electronics, Jinzheng, and Yinjie... For a group of stocks whose main business is financial software development, there should be a huge explosion in demand for their main business, and there is a certain expectation of a performance explosion."

"As for securities trading platform companies like Flush, Oriental Fortune, and Great Wisdom."

"In fact, as the way people trade and read the market gradually shifts from PC to mobile smart terminals, there is also huge room for growth. In the future, whether it is the expansion of business scope, growth in performance, or concept There are stories to tell in every aspect.”

"In general……"

Liu Yuan paused and continued: "The follow-up investment opportunities in 'Internet finance' are still quite large, and this sector has basically been cut in half since last year's high point. Many core stocks, They have all returned to the bottom range before the hype last year, and the relative valuation has also come down.”

"I think if the market continues to correct next, or in the adjustment cycle of the two core main lines of 'infrastructure' and 'state-owned enterprise reform', funds will undergo a new round of high and low switching, and the main direction of attack will jump from the main board of the Shanghai Stock Exchange Index to In the field of 'growth stocks' led by small and medium-sized boards and GEM, there is a high probability that the concept field of 'Internet finance' will have a huge excess profit investment opportunity."

"Well!" Su Yu nodded slightly and said with a smile after listening to Liu Yuan's analysis, "In our company's fund analysis room, an industry researcher issued an investment analysis report on the direction of 'Internet Finance', which is the same as what you just said Yes, there are huge similarities.”

"Really?" Liu Yuan was a little surprised, "Which report?"

Su Yu replied: "It's included on the company's intranet. If you search it, you should know it."

"but……"

Su Yu paused and then said: "Analyzing changes in industry fundamentals and industry demand trends, the subsequent investment value in the field of 'Internet Finance' is indeed still huge, but looking at the current market, there are no suitable investment buying points. No show.”

"First of all, market investors are still paying attention to the main board."

“Secondly, although the market valuation level in this field has been halved from last year’s peak of speculation, compared with other sectors of the entire market, it is still nearly 1 times higher. The pe valuation of each component stock is still basically 100 times. Up and down, this cannot be considered a valuation advantage.”

“With such a valuation level, if you want to have excess returns.”

"That requires an explosion of demand in the industry and foreseeable future performance. The expectations are strong enough and the imagination space is large enough. It is best to have signs of such expectations and the stock prices of related stocks can obtain on- and off-market funds. universal recognition, ushering in an inflection point.”

"In the end, we just have to be one step ahead of the market."

"If you predict the possible market trends and trends too early, you will either not be able to wait for the market trend, or you will waste too much time and opportunities while waiting."

"In the field of 'Internet Finance', there will definitely be investment opportunities in the future." After analysis, Su Yu concluded, "But this future investment opportunity is definitely not now. What we should do now is to follow Pay more attention to the market trends and wait for the next turning point."

"Okay!" When Liu Yuan heard Su Yu's analysis and answer, she nodded, said no more, and turned her attention back to the trading boards of the two cities.

I saw a brief conversation among people in the trading room...

At this time, the market's trading hours have entered the trading period after 2:50, and there are less than 10 minutes left before the official closing.

At the same time, the Shanghai Stock Index has fallen back to around 2330 points, and the increase has shrunk to less than 1%. A number of concept sectors in popular main concept areas such as 'infrastructure', 'state-owned enterprise reform', 'Internet finance', and 'Shanghai Free Trade Zone' , have also shown a trend of falling back from high levels. Only a few of the early popular stocks still maintain relatively intense trading conditions and maintain a strong state.

Finally, when the market closed at 3 p.m.

The Shanghai Index was set at 2329.33, up 0.68%, while the Shenzhen Index and ChiNext Index rose 0.72% and 0.79% respectively. The two cities had a total transaction volume of 125.649 billion. Compared with the last two trading days last week, the entire transaction volume has declined. Still maintained at a high energy level.

In addition to the performance of major indexes, there are also main line areas, sector performance, and individual stock performance.

I saw that the two core themes of 'infrastructure' and 'state-owned enterprise reform', which suffered continuous massacres in the last two or three trading days of last week, can be said to be the return of the king today. Not only did they reverse from the deep water in early trading, but they also led the index to a red turn. A strong local money-making effect has emerged, and within these two core main lines, the two major industry sectors of real estate and construction and decoration still have a final closing increase of more than 3%.

Of course, a number of popular stocks in these two core main areas performed even more brilliantly today.

Checks such as Kumho Group, Beixin Road and Bridge, and Huaxin Cement all closed their daily limits. Among them, Beixin Road and Bridge even broke out of the tyrannical trend. The core leading positions of the two cities are unshakable. At the same time, they also allowed stocks to fall to their daily limits in early trading. On the market, countless investors who sold their chips on this stock were filled with regret and jumped out of anger.

In addition to the two core counterattacks of ‘infrastructure’ and ‘state-owned enterprise reform’.

Today, the trend of a number of 'growth stock' concept stocks on the small and medium-sized board and GEM is also remarkable. Among them, the stock 'Oriental Fortune', with its daily limit trend today, instantly became one of the top five in the two cities. The popular core stocks have attracted the attention of countless investors.

Generally speaking, despite today's trend, the index fell a little in the late trading stage, but the entire rebound trend, from the sharp low opening and falling in the early trading to the final red closing, is still very encouraging and gives investors a The groups bring new hope and confidence for the future.

And faced with such a closing result...

Before 5:30 pm, the new Dragon and Tiger list was announced.

Many investor groups in the market, as well as analysts from various financial media and asset management financial institutions, have completely turned from short to long, claiming that "the market adjustment has ended and a new market journey is beginning." At the same time... on the market, Everyone’s interpretation of the news about the IPO restart has strangely become gradually more positive.

And at the same time.

The sentiment of the entire market is also rapidly diverging under today's rebound that slightly exceeded expectations.