Rebirth of the Capital Legend

"The index was able to close with such a beautiful K-line pattern, all thanks to the market's explosive volume in the last hour." Yu Xiaolu said, "During the last hour of the market, there should be a lot of off-market funds coming in, right? Or there are major funds from large institutions in the industry that continue to rush to buy and build positions in the last hour. If it weren't for the rapid increase in volume in the last hour, which saved the divergence of the whole day, I'm afraid the uncertainty of the market trend will continue, and the emotional feedback will continue to be sluggish."

"A lot of off-market funds should have come in," said Yu Xiaolu. "After today's trend... the subsequent expectations of the major main lines in the market and the overall market rebound are relatively clear. I feel that the market sentiment after today's market will continue to ferment. Tomorrow or in the next few trading days, the market will most likely continue to rebound."

"Yeah." Lu Xiangxiang nodded and said, "This is quite beneficial for us."

"But..." Yu Xiaolu paused, and then said, "Only talking about the main line of 'big infrastructure', in fact, the trend of today's intraday is still slightly lower than expected. I originally thought that the 'big infrastructure' line, under the strong bullish expectations and sentiment yesterday, and also stimulated by the large-scale increase in holdings by Mr. Su of 'Huayi Capital', should have a consistent trend of opening high and closing high with large volume today.

But I didn’t expect that there would be multiple divergences on the "big infrastructure" line during today’s trading session.

Moreover, every time there is a disagreement, there is considerable selling pressure during the trading session.

Overall, this core theme that is being followed by most investors and many major capital groups in the market is still a bit weak in terms of trend performance compared to the expectations of sentiment. "

"It is precisely because the 'big infrastructure' line has attracted the attention of too many investors in the market that the trend is so complicated." Lu Xiangxiang responded, "And I think the local divergence during the trading session is not necessarily a bad thing for the subsequent development of the 'big infrastructure' line. On the contrary, the internal chips will gradually turn to consensus after continuous divergence and shock, and the space may be higher.

If at this position, overly consistent sentiment and market trends will quickly form.

As a result, this core main line formed a rapid rebound with shrinking volume in the market trend, just like the current oversold main line sectors such as Internet software, film and television media, electronic information, etc.

I feel like that might actually be a bad thing.

After all, overall, the current market liquidity is relatively scarce.

Even though a lot of off-market funds entered today, due to the macro-level, active capital flows are continuing to be siphoned off by the off-market real estate market.

The increase in volume within the market is still extremely limited.

The overall market value of the "big infrastructure" line is very large, and it involves many industry sectors and concept sectors.

The range of related stocks is also very good.

In short, the "big infrastructure" line is relatively large in depth and breadth.

For such a large core line, if the sentiment at this position is too consistent, it means that a consistent shrinking trend will be formed too early.

Then, the accumulation of profits will be extremely rapid.

However, the rapid accumulation of too many profit-taking orders is not conducive to subsequent follow-up.

Once the subsequent long-term fund group can no longer take on the large amount of profit-taking in the market, the market trend will naturally be interrupted, and it will be difficult for this core line to develop a new sustained upward trend.

This is just like the various hot money in the market speculating on a number of small and medium-cap concept-themed stocks.

During the rising process, there are local differences. Stocks with continuous turnover are much more stable in trend, and have high room for growth, and are obviously more sustainable.

And the stocks with the same shrinking volume at the bottom.

Often after a huge amount of stock is released at the opening of the market, it is difficult to continue to create space for upward movement if funds are unable to absorb it.

The same principle applies to the main market trend.

Therefore, I think there is actually no problem with the trend of the core theme of "big infrastructure" today. At this time... many investors in the market, although they can see that the market sentiment has improved and the long-term follow-up funds are increasing, but because the market trend in the previous two trading days was too tragic and the loss effect was too serious.

Therefore, they still have some lingering fears in their hearts.

This has resulted in many investors holding chips in the core theme of "big infrastructure".

When there is a slight floating profit, it is difficult to hold on to the chips. One always wants to quickly stop the profit and keep the fruits while there is some profit in hand.

And there is...

Even though the overall bullish sentiment in the market has improved a lot.

However, there are still many investors who continue to be bearish or optimistic that the index will continue to correct and fluctuate.

These investors will also have a strong desire to sell when the index rises rapidly and individual stocks make profits. This has caused the entire "big infrastructure" main line to have a lot of selling pressure despite good sentiment."

"In short, the chip structure of the 'big infrastructure' line is still a little insufficient, and the chip composition is too mixed, which leads to the fact that in the long direction... Although the active long force has temporarily gained the upper hand, the selling force is still not small, and the reason why the differences still exist?" After listening to Lu Xiangxiang's analysis, Yu Xiaolu thought about it for a while and understood it. "From a medium- and long-term logical point of view, there is definitely no problem with the 'big infrastructure' line. Otherwise, Mr. Su of 'Huayi Capital' would not have continued to increase his holdings, and even increased the weight of the 'big infrastructure' line. But in the short-term trend... I still think there will be a lot of twists and turns. It is very likely that this core line will fluctuate for a while, allowing the chips to further settle."

"That's possible," Lu Xiangxiang said. "But when the main line fluctuates, the trends of related stocks may separate and diverge. For example, today's 'big infrastructure' line has a big divergence in overall trend, but within this core main line, the industry's leading stocks, especially the core stocks with clear expectations and future performance explosion expectations, have little divergence in trend. Stocks like Conch Cement, Poly Real Estate, Kewan Real Estate, Huaxin Building Materials, etc., basically continue to fluctuate and rise. Even stocks like 'Oriental Yuhong', with the support of Mr. Su from 'Huayi Capital', have even reached a daily limit."

Yu Xiaolu pondered for a moment and said, "Mr. Lu means that... the main line of 'big infrastructure' will show a differentiated trend?"

"That's for sure," Lu Xiangxiang said. "As I said just now, the active capital flow on the macro level is being siphoned off by the offline real estate market as a whole, and the active capital group that can flow into the stock market is relatively limited, no matter how the current market conditions go.

However, at present, the entire stock market has a heavy amount of trapped shares in various main lines.

That is to say, consider it from the perspective of overall macro liquidity.

The foreseeable subsequent market liquidity, even under good sentiment, will hardly support the market to sustain a comprehensive rebound.

But the overall rebound cannot be sustained.

Then, the main market trends and the trends of individual stocks will inevitably continue to diverge.

This is not just the market trend of the core theme of "big infrastructure". The trends of individual stocks will continue to diverge. There is a high probability that the subsequent trends of other market themes, such as consumption, liquor, white goods, finance, film and television media, Internet software, electronic consumption, petrochemicals, etc., will also gradually diverge.

That is to say...

We cannot expect the market index to form a sustained upward breakthrough trend.

Today's trend of large volume and bald big positive line is unsustainable.

Even if the overall market sentiment is good and the market is supported by a sustained money-making effect, the index will be able to have a relatively nice rebound.

Therefore, it can be foreseen that the index will rebound upward under the condition of relatively limited liquidity.

It won’t be smooth either.

The most likely trend will be one step forward and two steps back, or two steps forward and three steps back.

As for the core market's main trend, the differentiation of trends may be more serious compared with the index.

Therefore, while we grasp the overall market trend in the future, the core focus should still be on the trends of individual stocks within the corresponding core main line.

Ink trend of index, main industry sectors and concept sectors.

But this does not mean that the core leading stocks within the company will move in the same way.

For example, in the first half of the year, the defensive main-line sectors such as liquor, white appliances, medicine, consumption, and finance, looking at the trend of these sector indexes alone, the increase was actually not that large.

Moreover, the growth rates of many stocks within the sector vary even more.

Many stocks have basically not risen, and there are even quite a few stocks that are showing a downward trend.

However, if you look at the core leading stocks in these defensive main-line sectors, "Qianzhou Moutai", "Minshang Bank", "Hengrui Medicine", "Wuliangye", "Luzhou Laojiao", "Gree Electric Appliances", "Midea Electric Appliances"... these stocks have risen far more than the index and the performance of their respective sector indexes.

In other words, under relatively limited market liquidity, the market trend can only be partial.

You can only focus on the core leading stocks that are expected to be the strongest.

The core leading stocks in the "big infrastructure" line have been experiencing market trends for nearly a month and have experienced continuous adjustments and fluctuations recently.

Basically, it is relatively clear.

Our main targets and focus should also be these core leading stocks.

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Only by focusing on the core themes, focusing on the industry leading stocks in the core themes, where funds are gathered, and the buying funds that actively undertake the follow-up continue to follow up, and the leading stocks with the smoothest trend performance and the underlying logic support, can we have the opportunity to seize the market's excess profits. "

"Okay, Mr. Lu, I understand." Yu Xiaolu nodded after listening to Lu Xiangxiang's analysis. She was obviously clearer in her mind and agreed with Lu Xiangxiang's opinion. "Indeed, under the condition of limited liquidity, the market will always show a pattern of strong getting stronger and weak getting weaker. The most active part of the market liquidity will always be concentrated on the core leading stocks, resulting in the liquidity of the core leading stocks getting better and better, and the liquidity of other stocks getting worse and worse, causing various capital groups in the market to continue to hold the market trend of the core leading stocks.

That is to say...

It can be expected that the subsequent market trends will be included.

I feel that there is a high probability that the market trend of various funds holding core leading stocks will not only not consume, but will become more and more intense. "

Lu Xiangxiang nodded and responded, "This is a high probability. Therefore, in the market, small and medium-sized concept stocks, no matter how the current general rise is, how the rise is, and how the profit effect is, are not allowed to participate. These small and medium-sized concept stocks, from the underlying logic, are all stocks without medium- and long-term logic and expectation support. After a wave of emotional feedback, when their stock prices quickly touch the heavy locked-in plate above.

Its stock price will quickly fall back to the starting point.

In addition, as the share prices of the core leading stocks in the market continue to go up, the number of funding groups needed to take over and the buying orders needed will continue to increase.

This means that these core leading stocks can only continue to siphon active capital flows from other places.

The trend can only continue if it continues to siphon buying from other places and within other main sectors.

This also leads to small and medium-sized concept stocks that have no underlying logical support, unclear mid- to long-term performance, or even no fundamental support.

It became the first target to be siphoned.”

"Then it seems that our primary investment strategy in the future should still be to focus on blue chip and white horse stocks with the core theme of 'big infrastructure'. We should look for stocks with strong fundamentals, strong expectations for future performance explosion, and stocks with relatively smooth trends that can be continuously recognized by various buying funds groups in terms of market performance." Yu Xiaolu said, "Don't worry, Mr. Lu, I will improve the strategy and quickly let the traders implement it tomorrow."

Lu Xiangxiang nodded, glanced at the time, and immediately turned her gaze back to the frozen market conditions of the two markets.

In particular, we focused on the updated Dragon and Tiger lists in the two cities.

As the two discussed after the market closed, the market time had already reached 5: p.m., and the Dragon and Tiger Lists of the two markets were refreshed.

According to the disclosed Dragon and Tiger list data.

It can be seen that a large amount of "Fuxing Road" of "Oriental Yuhong" was bought yesterday, and today, two stocks of "Huaxin Building Materials" and "Gemdale Group" were bought.

"Fuck! 'Fuxing Road' is still adding to its holdings, and the stocks it's adding to are in the main line of 'big infrastructure'."

Seeing 'Fuxing Road' appear again on the buying seat of the Dragon and Tiger List of the two markets, countless investors who are paying attention to the data of the Dragon and Tiger List of the two markets, especially the group of retail investors gathered on the stock investment discussion platform of the entire network, became particularly excited again.

Even the bullish sentiment across the entire network was aroused again.

"Boss Su is awesome. He bought nearly 3 million yuan. Oh my god... I wonder how many chips Boss Su has in the core theme of 'big infrastructure' now? The strongest bullish force in the market, right? Haha... Today's Dragon and Tiger List is awesome."

"Mr. Su is definitely the last bull in the market, no doubt about it."

"Yes, the most determined market bull is definitely President Su."

"Fuck, this is awesome. I didn't buy enough of the Gemdale Group check today. Damn... I should have bought as much as I could. Sigh... I'm not going to see this stock open at the daily limit tomorrow, is it?"

"That shouldn't be the case. The cheque from 'Golden Land Group' has a much larger circulation than the cheque from 'Oriental Yuhong'."

"It's hard to say. Don't underestimate Mr. Su's seat at Fuxing Road."

"I feel that there is a high probability that the daily limit will be reached. Take today's 'Oriental Yuhong' as an example. The 'big infrastructure' line is really strong under the support of President Su's seat."

"It is undoubtedly the core theme of the market..."

"I feel that the market will most likely continue to break through with a big positive line tomorrow. At the end of today's trading... it can be seen that there is a serious rush of funds to buy shares."

"Yes, there is a high probability that the market will still rise tomorrow."

"Today, the number of stocks that hit the daily limit in the market has exceeded 80, which is rare. This should be considered the best day for sentiment in recent times, right?"

“This is the best day ever!”

"I hope the Shanghai Composite Index will break through 2900 points tomorrow, haha... and aim for 3000 points by the end of the month."

"Let's have a 100-point long-term rise tomorrow!"

"Don't say it, there is a high probability that there will be an opportunity. The market volume has been released today. In the evening, there will be another wave of policy stimulus in the peripheral market. It is entirely possible."

"Oh shit, please don't do that. I lost a lot of positions today. I was hoping to add them back tomorrow."

Along with the heated discussions among countless investor groups across the Internet...

It is visible to the naked eye after the announcement of the Dragon and Tiger List of the two cities, especially after seeing that the "Fuxing Road" seat continued to increase its holdings on a large scale.

The market's investment sentiment continues to rise.

Looking at the entire network, there are almost no people who are bearish. Even institutions and hot money have become optimistic at this time, thinking that the market adjustment is likely to have ended, and they can safely and boldly go long in the subsequent medium- and short-term time periods.