Rebirth of the Capital Legend

"Market investment sentiment has picked up across the board today, right?"

After the two cities officially closed, in the main hot money internal group of "Modu Super Short Gang" where Su Yi belonged, Xu Qiao briefly reviewed the market and said: "The 'lithium battery' line is really tough, and it is completely reversed. Friday The trend has been adjusted, and it seems that the hype on the entire main line is stronger than before. "

"According to market news, the prices of 'lithium carbonate' and 'lithium hexafluorophosphate' are still rising, and there is a strong expectation of price increases. At the same time, there is also an expectation of a full-scale explosion in the market demand for 'new energy passenger vehicles.' The entire 'lithium battery' "It's hard for core stocks in the main line not to rise," Lao Wu said, "Today's 'lithium battery' main line trend reversed, which is enough to show that expectations are the key to determining the market trend when comparing the main trends on the market and the impact of market sentiment. Bar?"

Brother Chen nodded slightly and responded: "The core driving force that originally supported the rise of stocks was the important factor of expectations. At present, it is obvious that the core line of 'lithium batteries' still has a considerable gap in expectations. The probability can also create a certain market space height.”

"Not only the core line of 'lithium batteries' performed very well today." Lao Zhang said, "Many of the monster stocks in the early stage also performed very well today!"

Xu Qiao said: "Yes, the 'Special A' check has also reached the daily limit today."

"I have to say, the 'Te Li A' check is really cool. Every time I thought that the hype for this check was over, but I didn't expect..." Lao Wu said, "This check always surprises everyone when they don't expect it. When a daily limit is suddenly issued, and as long as the check reaches the daily limit, there will definitely be a market premium the next day, which is quite rare. "

"Otherwise, how can we be called the 'Demon King'?" Lao Zhang said with a smile, "But I really don't dare to take over this position."

"Relatively speaking, the market trends of these core stocks in the 'lithium battery' sector are more stable, and the winning rate of the game is better than 'Duoduo Fludo', 'Tianqi Lithium', 'Ganfeng Lithium', 'Tianci Materials'..." It's obviously higher," Lao Wu said, "As for these monster stocks that performed strongly in the early stage, even if they can gather market sentiment in a short period of time and have a certain profit-making effect on the market, they have been seriously overdrawn by the hype in the early stage. Under the premise of space and height, the profit and loss ratio of continuing to participate is already very bad.”

"These early-stage monster stocks are currently only suitable as a reference for observing market speculation sentiment." Brother Chen said, "They are not suitable for undertaking market transactions."

"In addition to these early-stage monster stocks, the real estate sector is actually quite strong today." Xu Qiao said.

Brother Chen nodded slightly and said: "Today's trend in the real estate sector is indeed worth noting, but...it's unclear whether the market will continue."

"I feel that the fundamental logic of the real estate sector has not yet reversed, right?" Lao Zhang said, "Based on the sales data of new and second-hand houses in various places in the latest quarter, although compared with the same period last year, and In the first half of this year, there was an improvement, but the improvement was not significant.”

"You can't say that." Lao Wu replied, "As far as I know, housing prices in Shanghai have begun to rise."

"What is rising now should be a small number of high-quality properties, right?" Xu Qiao said, "Taken together, the overall housing prices are still relatively stable."

"But the real estate sector should be worth noting, right?" Lao Wu said, "Regulators should be encouraging long positions in the property market at the moment."

Lao Zhang said: "The stock market is failing, so naturally we need to find a reservoir for the overflowing hot money in the market."

"In the medium to long term, I feel that the property market is expected to recover." Brother Chen paused and said, "The real estate sector has led the rise for two consecutive trading days, and many major financial groups are also pouring into the real estate sector. , then this main line section is worthy of note no matter what. ”

"If we want to deploy the real estate sector, which stock has greater potential?" Lao Zhang asked.

Xu Qiao replied: "Recruitment and insurance of ten thousand yuan are actually pretty good."

"In terms of valuation and fundamentals, the real estate leader Kewan Properties is definitely the most suitable and cost-effective," said Lao Wu. "But in terms of flexibility, China Fortune Land Development, OCT, and Financial Street'... second- and third-tier companies in the industry are definitely better."

"Eh... let's not talk about it. The check of 'Kewan Real Estate' has been trending a bit strange recently." As Xu Qiao spoke, he clicked on the stock of 'Kewan Real Estate' and took a closer look at the stock. The intraday trading situation, as well as the total inflow and outflow of main funds in the recent period, he could not help but show a look of surprise on his face, and said, "In recent times, the amount of main funds involved in this stock can be quite large. !”

"Well, the check of 'Kewan Real Estate' has indeed shown a continuous increase in volume recently." Lao Zhang also noticed the abnormal trend of the check of 'Kewan Real Estate' and continued, "Look at the recent volume of this check. The change seems to be that institutions in the industry are continuing to increase their positions, and some people are probably betting on the expected recovery of the real estate industry.”

"Even if you don't take into account the recovery expectations of the real estate industry, the check of 'Kewan Real Estate' is quite underestimated." Chen Ge paused and said, "According to the most conservative forecast of its performance this year, the PE is only about ten times, and the dividend rate is only about ten times. It is already close to 5 points. If it is used as a long-term target, the check of 'Kewan Real Estate' is indeed good."

"Not necessarily." Lao Wu said, "Based on the historical trend of 'Kewan Real Estate' in the past ten years, the valuation of this check has not been high in recent years, and the stock price has basically not risen. Regardless of whether the performance is good or bad, its PE has always been They are all maintained at about ten times. I don’t know whether the industry valuation level is generally like this, or whether the management is deliberately suppressing the stock?”

Lao Zhang said: "Obviously, the previous management of Kewan Real Estate was deliberately suppressing the stock price. After all, these managers were restricted by the rules and could not blatantly reduce their holdings on a large scale for cash. They could only receive part of the dividend every year, so Its motivation to maintain market value is insufficient.”

"In any case, as long as the real estate industry recovers, there will definitely be a lot of room for 'Kewan Real Estate' to check." Xu Qiao said, "Even if it cannot replicate its past glory, doubling the price is still entirely possible, right?"

"It's hard to say," Lao Wu said. "The historical holdup of this check is still very heavy."

"However, no matter how you analyze it, it is true that the real estate sector has continued to strengthen recently, and the main funds have continued to intervene to do more." Xu Qiao said, "And this is enough upward momentum. Looking at the recent performance of the check of 'Kewan Real Estate' Based on the volume performance and stock price trend, I feel that there should still be continuity in the market of the 'real estate' sector."

"You guys think... could it be that the funds that Brother Su has withdrawn from the main line of 'lithium battery' have been invested in the real estate sector?" Lao Zhang suddenly had a whim, "After all, in recent trading days, only ' The core sector of real estate has shown signs of rapid expansion in volume and continued strength in the market.”

"It's not just the 'real estate' sector." Lao Wu said, "In recent trading days, the 'consumer electronics' line is actually also very strong, with 'Lens Technology', 'Lixun Precision', and 'Goertek' , 'Xinwei Communications', 'Offil Technology'... a large number of stocks in the Apple industry chain have basically hit new rebound highs since the National Day, and looking at the market trend, the upward trend is still accelerating. "