Rebirth of the Capital Legend

Stocks that truly have potential, or stocks whose share prices are expected to continue to soar.

In this situation where everyone is watching closely, all kinds of favorable and potential future favorable information will be dug out and reflected in emotions.

This has resulted in many related hot stocks finding it difficult to find good buying points.

Stocks like Oriental Yuhong, Gemdale Group, Conch Cement, and Beijing Capital Group... will either not be available for purchase tomorrow, or if you buy them at high prices, they will most likely experience a correction with certain pressure.

On the other hand, the fundamentals of consumer electronics, petrochemicals, and security lenses that Brother Chen and Lao Zhang just mentioned have been slowly reversing, and they have not been over-hyped by the main large capital groups in the market. There are also main sectors in the industry that are expected to have explosive performance in the future.

As many investors' attention is attracted by the "big infrastructure" line.

There is indeed a strong expectation gap.

It can indeed be used as a rotation sector in the main line of "big infrastructure" and participate in it.

In the current market, the trading styles of various fund groups are obviously gradually shifting towards blue-chip stocks with heavyweights and white horse performance stocks.

Moreover, in the selection of main lines and branch lines, priority is given to the expectation of future performance explosion.

We can completely follow this logic and this line to operate.

If tomorrow's "big infrastructure" line opens too high, and there are no good buying points for related core hot concept stocks and weighted performance stocks...

Then I don’t plan to continue increasing my holdings in the “big infrastructure” line.

Try investing in core stocks in the petrochemical, consumer electronics, and security lens sectors. Maybe the cost-effectiveness in terms of profit and loss will be even better. "

"There is no doubt that there will be no suitable buying point for the 'big infrastructure' line tomorrow." Old Wu took over and said, "Look at the current market sentiment across the entire network. On major stock investment exchange network platforms, basically, the discussion topic of the core theme of 'big infrastructure' ranks at the top, and stocks like 'Oriental Yuhong', 'Golden Land Group', 'Capital Group', etc., which led the strong rebound of the 'big infrastructure' main line today, are among the top five stocks on the popularity list of major stock investment exchange forums.

Under this kind of heat, these stocks will either open at the daily limit tomorrow.

Or, after a sharp opening, it will definitely go down and trap people by selling at a loss.

After all, under this kind of emotional heat, when these stocks open tomorrow, it should be the climax of emotion and the time when buying is the strongest.

When sentiment is at its peak, buying is strongest.

If its stock price cannot reach the daily limit, it means that the bullish sentiment on the "big infrastructure" line is at risk of exhaustion, so... it is not a buying point.

The main sectors are 'petrochemical', 'consumer electronics', 'security lenses', etc.

Because there was no two-eyed performance today.

Today, the main capital groups in the market are not paying much attention to and discussing these main sectors.

I estimate that there will be no active buying when the market opens tomorrow.

Naturally, the buying power will not be overdrawn at the opening, which means... there is a chance that the market trend will exceed expectations."

"Well, this is very obvious." Lao Zhang also responded at this time, "Today's market fluctuations are actually very large. From the time the market opened in the afternoon, many main-line hot concept stocks rebounded by more than 10% during the day. This also means that a lot of funds that bought the bottom this afternoon currently have a lot of floating profits.

And this part of the profit-taking will be reflected in the situation that the market will open higher tomorrow due to the influence of sentiment.

There is also a high probability that the market will be dumped to lock in profits.

Even if the market sentiment is good tomorrow, tomorrow's market trend will most likely have to digest today's bottom-fishing profits before it can continue to move upward.

So I estimate tomorrow's trend...

The most likely trend is that it will open high, fluctuate and fall, and then continue to fluctuate higher.

Because the sentiment and confidence here cannot be achieved overnight, and the market index cannot go up directly like this."

"Anyway, at this position, we can't be overly bearish or overly bullish." Brother Chen said, "The buying point for increasing positions should be postponed. Watch more and observe the buying strength of the market. Then make trading operations based on the buying situation. I think it is safer."

Xu Qiao pondered for a moment and said, "Brother Chen means that we should buy some rear-mounted ones for this position, right?"

Brother Chen nodded and said, "Yes, that's what I mean."

"It's not just Brother Chen who thinks so..." Old Zhang laughed, "At this moment, I estimate that many investors in the market think so."

"But no matter what, Brother Su's use of the 'Fuxing Road' seat to increase his position and go long should still be conducive to the further fermentation of the overall market trend." Xu Qiao said, "Of course, at present, the overall market trend mainly depends on the development of the core theme of 'big infrastructure', and the development of this theme of 'big infrastructure' will most likely depend on the feedback from the call auction of these core theme hot concept stocks such as 'Oriental Yuhong', 'Gemdale Group', 'Capital Group', 'Tianshan Cement', etc., as well as the feedback from the early trading session.

If tomorrow's opening...

The market's buying funds will soon be exhausted, and the stock price will show a situation of stagnation in volume, so we should be cautious. "

Along with the discussion of tomorrow's market trend and trading strategies by several core investors in the main speculator group of "Modu Ultra Short Gang"...

At this moment in Shanghai, inside Jufeng Asset Management Company.

In the trading room of the 'Jufeng Future Growth' fund product, trading team leader Yu Xiaolu was staring at the almost unanimous bullish comments on major online stock investment discussion platforms in the market, as well as the discussion topic about the 'Fuxing Road' trading seat. Thinking of the market trends of the two markets this morning and the online investment comments at that time, she was a little stunned for a moment, and always felt a little like a dream.

"I didn't expect the market sentiment to reverse so quickly." Yu Xiaolu sighed, "In just half a day, the market's bullish and bearish views have completely changed."

Hearing Yu Xiaolu's sigh, Lu Xiangxiang beside her smiled and said, "This is not surprising. In our A-shares, more than 85% of the investors are retail investors, and retail investors... are naturally more affected by emotions and market trends when they are bearish or bullish. It is basically normal to be bullish when the market goes up and bearish when the market goes down. However, today, the trading seat of 'Fuxing Road' once again bought the core hot stocks in the main field of 'big infrastructure'. It is indeed somewhat unexpected and intriguing. What do you think... Mr. Su of 'Huayi Capital' has in his views and tone on the line of 'big infrastructure' and the related investment strategy for it? What is his strategy?"

Yu Xiaolu thought for a moment and said, “First of all, regardless of whether the funds purchased using the ‘Fuxing Road’ trading seat on the ‘Oriental Yuhong’ Dragon and Tiger List today are the personal funds of Mr. Su of ‘Hua Yi Capital’ or the fund funds of the ‘Hua Yi Expedition No. 1’ fund product, Mr. Su is optimistic about the subsequent market trend of the core theme of ‘big infrastructure’ and believes that the ‘big infrastructure’ line will be the main line of market speculation in the second half of the year, or the core investment theme in the next one to two years. This view should be relatively certain.

As for Mr. Su from Huayi Capital, he made a big investment in Oriental Yuhong today.

In other words, there is a potential motivation to bottom-fish for the core theme of "big infrastructure" weighted performance stocks.

I think the other party should have also judged that this will be the mid-term low point of this round of adjustment and an extremely cost-effective buying point, so they decisively increased their positions and bought.

But no matter what his specific motives were.

The 'big infrastructure' line, the smooth underlying logic, and the strong expectations for future performance explosion are all real and have been recognized by the majority of major capital groups in the entire market.

In other words, the market's consensus sentiment of going long on "big infrastructure" is basically correct.

Now, I am a little worried..."

"What are you worried about?" Lu Xiangxiang asked.

Yu Xiaolu paused, and then said: "I am somewhat worried that the sentiment of the 'big infrastructure' line has risen too quickly, and the market sentiment expectations are too high, resulting in insufficient sustained buying in the short term, and the rapid accumulation of profit-taking, resulting in insufficient turnover and an unhealthy squeeze-up trend.

Once this trend is formed, there is not sufficient turnover and no sufficient exchange of chips.

Then once the sentiment weakens slightly.

The trend of the "big infrastructure" line can easily fall short of expectations.

After all, overall, the market is still in a bear market, and many capital groups in the market have the mentality of selling decisively as soon as they make a profit.

There is no wrong version in the 6 book forum!

That is to say, once turnover is insufficient and sentiment declines, there will be great profit-taking pressure in the market.

By that time, it is hard to say whether the market can still take over the proactive buying! "

"This is something that is influenced by market sentiment," Lu Xiangxiang said. "We have no way to control this kind of thing. We can only wait and see and let nature take its course."

"Yeah." Yu Xiaolu nodded and said, "That's the only way. Fortunately, we have already bought a lot of chips in the 'big infrastructure' line, and the overall holding cost is not high. Even if the subsequent trend is not as expected, we can still attack or defend."

"Apart from the 'big infrastructure' line?" Lu Xiangxiang asked.

Yu Xiaolu was stunned and asked, "What does Mr. Lu mean by this?"

Lu Xiangxiang smiled and said, "The core theme of 'big infrastructure' alone cannot support the overall market rebound trend, and it is difficult to maintain sustainability. I am thinking... when the subsequent market trend of the 'big infrastructure' line continues to ferment, there will definitely be other branch sectors that will come out to take over the short-term profit funds withdrawn from the 'big infrastructure', and these branch sectors... what main lines will they be?

Our current positions in the "big infrastructure" sector are sufficient.

It can be used to diversify the risk of holding positions.

At the same time, it is also to better grasp the subsequent rebound of the market.

We still need to study other market themes and not just focus on the core theme of "big infrastructure" for analysis. "

Yu Xiaolu thought about it and felt that what Lu Xiangxiang said made sense.

Indeed, even though the expectations, logic and emotions of the core theme of "big infrastructure" are strong, it is difficult to create a gap in expectations because the cards are already known. Therefore, it is difficult to form a sustained synergy in the actual market evolution.

"I haven't really thought about this." Yu Xiaolu's focus lately has been on the core theme of 'big infrastructure'. When she heard Lu Xiangxiang say that she should diversify her holdings appropriately, she was a little slow to react and said, "What do you think, Mr. Lu?"

Lu Xiangxiang pondered for a while and said, "In the near future, in terms of expectations and market capital choices, I think 'consumer electronics' is quite strong."

"Well, there will be an Apple product launch in September," Yu Xiaolu said. "And the K-line trend patterns of some stocks in the 'consumer electronics' sector do look pretty good. If we must diversify some of our positions to other main and branch sectors, the consumer electronics sector is indeed pretty good."

"Then let's study this direction carefully." Lu Xiangxiang said.

"Okay." Yu Xiaolu responded.

Afterwards, he instructed the employees of the company's market investment strategy department to screen out a number of stocks with good fundamentals in this main sector and let her review them as potential investment targets.

After the two discussed, they made fine adjustments to the investment strategy.

As market time passes...

At 7 o'clock in the evening, with the fermentation of bullish sentiment among investors across the entire network, not only on various stock investment discussion platforms, the heat of discussions on long positions and bullish views increased sharply. At this time, many institutions and financial institutions in the industry that had not spoken much in the early stage also began to come out and sing bullish songs again.

And some of the Internet stock gods who had been silent before.

Seeing that the market has become active again and has had a deep V reversal for two consecutive days, it has fully demonstrated the market's support resilience at this position. Knowing that there is a high probability that the market will not fall further in the near future, they have begun to sing bullish songs and said that they are already fully invested.

At the same time, the external market trends in the evening and late at night also began to assist appropriately.

U.S. stocks continued to open higher and close higher, extending their strong trend, pushing expectations and sentiment for tomorrow's A-share market trends to a higher level.

Stimulated by many potential positive factors such as sentiment, news, external markets, policies, etc.

The next day, Thursday, August 8th, arrived.

Under the attention of countless investors, the two markets once again showed a trend of opening higher across the board after 10 minutes of call auction.

Among them, the Shanghai Composite Index, Shenzhen Composite Index and ChiNext Index are the major core indexes.

All opened higher with an increase of more than 1%.

The A50 index, which represents the market's defensive sentiment, became the only core market index that opened slightly lower in the two markets.

In addition to the index opening sharply higher...

A number of popular stocks performed strongly in the market yesterday, especially the popular concept stocks in the main field of "big infrastructure".

During the entire call auction, funds from all walks of life were frantically snatched up, showing a trend of sharply opening high and even a daily limit.