Rebirth of the Capital Legend

"No movement." Sun Chengyu responded, "The market trend is still unclear. It could go up or down. There is no selling point, and there is no buying point either."

"Yeah, I agree." Lao Qian in the group replied, "It's not easy to buy, and it's not easy to sell."

"It feels like a lot of funds in the market are waiting and watching." Zhao Qiang said, "At this position, it is indeed possible to go up or down, and the short-term rebound space of the 'big infrastructure' line is not small."

"The short-term increase of Oriental Yuhong has exceeded 35%." Lao Qian said, "Logically speaking, there should be a possibility of a short-term correction. Xiao Sun...what do you think? Oriental Yuhong has been bought by many retail investors in the market since the intervention of Fuxing Road. The stock price has not had a decent correction, and there is no clear buying point. I couldn't make a move last Friday, and I still can't make a move today."

Sun Chengyu thought for a moment and responded, "What do you think... the 'Fuxing Road' seat is worth?"

Zhao Qiang pondered for a moment and said, "The premium for a daily limit should be worth it, right? At least after Fuxing Road got involved, the market enthusiasm for this check and the enthusiasm of retail investors to follow suit are not at the same level as before. The main funds willing to take over the long positions at high levels also seem to agree with Fuxing Road's stock selection ideas and are willing to support this fund and actively lock in funds to go long."

"The premium of one daily limit is worth it." Lao Qian also responded, "But after Fuxing Road intervened, Oriental Yuhong's stock price rose more than one daily limit. That's why I can't make a move. I know this stock is the current market focus and sentiment leader, but I just can't find a buying point."

Sun Chengyu laughed and said, "When the market sentiment is in an upward cycle, stocks like 'Oriental Yuhong', with the continuous involvement of 'Fuxing Road' and its own previous trend, are stuck in the position of the leader of the market's short-term sentiment.

So, for this kind of leader with quite strong market recognition and financial synergy.

There is definitely no good buying point to intervene.

For such stocks, the correct approach is to get on board first and then choose the timing or position.

I only really thought about this last Friday.

Even though the current market is a bear market and liquidity is very limited, there is no shortage of liquidity in the market's specific core themes and core stocks.

Look at the recent 'big infrastructure' line.

Whether it is the real estate sector, or the construction decoration, building materials, nonferrous metals, steel, and coal sectors, the weekly trading volume has shown a month-on-month upward trend in the past month.

This shows that the current market liquidity can at least support a sustained upward trend in the core theme.

Since the core main line can be supported, let alone individual stocks.

In other words, considering the recent market sentiment and investor attention of Oriental Yuhong, there is no shortage of liquidity on the market.

In other words, proactive buying assisted by emotions will not cause major problems.

That being the case...

With the support of the seat premium of "Fuxing Road" and sufficient market liquidity, it is unlikely that its stock price will have a major correction.

Because the potential buying power for this check is very strong.

Moreover, I believe that the psychological level of many funds in the market regarding the buying and selling of the check of "Oriental Yuhong" and the so-called buying point recognition should be similar to that of Lao Qian and the two of you, Zhao Qiang.

In other words, the funds in "Fuxing Road" are still in a continuous locked position.

The main logic of "big infrastructure" has not changed and the emotional heat has not subsided.

The more the 'Oriental Yuhong' check is adjusted downward, the stronger the potential buying will be. Since the more it is adjusted, the stronger the potential buying will be, there is a lot of smart money in the market, and there will always be smart money thinking about getting a head start.

Its stock price will not forget the adjustment direction that everyone expects, but will become stronger and stronger. Even if the technical side of the K-line becomes blunt, it is unlikely to adjust downward significantly.

Therefore, for this kind of ticket, you cannot use the usual habitual thinking to make a trade.

For this kind of stock, if you don’t buy it at a high price, it will be difficult to find a chance to buy it at a lower price when it pulls back.

Even if its stock price is to correct, it will only be possible when the short-term emotional speculation expectations of the "big infrastructure" line are fulfilled and other related core stocks also correct a lot.

And when that time really comes...

The market's speculation trend may have changed a long time ago, so there is naturally no reason to continue buying at low prices."

"Well, that's true. Xiao Sun, you have made a thorough analysis." Lao Qian in the group smiled and nodded, saying, "Indeed, there is no problem with the core logic. For stocks with strong sustained buying, there will not be a comfortable buying point. It is indeed better to get on board first."

"Also, the current position of Oriental Yuhong is indeed not high," said Sun Chengyu. "This stock has been lurking at the bottom for a long time. Basically, the structure of the chips at the bottom is still very solid. Even if the short-term increase is not small, the overall room for growth is not that big."

"Get on board first, then choose the timing and position..." Zhao Qiang understood what Sun Chengyu meant, paused, and then said, "Doesn't that mean that it's also appropriate to buy the contract for Oriental Yuhong now?"

Sun Chengyu paused and continued, "It depends on how you say it, and what your short-, medium-, and long-term expectations are for the check, and what portion of the profit you want to make.

If the purpose of trading is to earn the profit from the "Fuxing Road" seat premium and the market sentiment premium.

Then, the buying point has definitely been missed.

The buying point on this logic line should be the point of large-volume divergence when the stock price of Oriental Yuhong opens at the daily limit the next day after buying the stock of Fuxing Road.

If the purpose of buying this check is to be optimistic about the overall hype of the "big infrastructure" line and the realization of favorable expectations, that is, based on the mid-term logic... then, there is obviously still an opportunity, and it is also obvious that the current position is still a buying point.

If the purpose of buying this check is based on fundamentals.

The plan is based on the expected growth in future performance of this check and the reversal of the fundamentals of the entire industrial chain, in order to reap profits from valuation increases and performance realization.

So, it’s not just the current time point, but also the next six months.

I guess for this check.

It is a good buying point for long-term layout, and I think this buying point will become clearer and clearer. "

"Well, I missed the short-term buying opportunity. If I want to buy now, I really have to consider the mid-term." Lao Qian said, "Let's wait and see. Mid-term thinking is not very suitable for me. Besides, it is difficult to hold on to the chips when the trend is too tangled. There are still many targets to choose from in the entire market. If I miss the check of 'Oriental Yuhong', I miss it. Forcing myself to buy stocks without following my own trading logic is often the source of losses."

His thinking logic when trading is often based on emotional premium.

Just as Sun Chengyu said, as far as the "Oriental Yuhong" check is concerned, the best sentiment premium buying point should be last Thursday.

Now, the buying point has been missed and the certainty is not high.

Naturally, he didn't want to force the purchase and changed his short-term position to medium-term position.

After all, for short-term funds that are used to taking advantage of emotional premiums, the mid-term is too difficult to grasp, and now institutions are seriously banding together, so the market trend is not smooth.

This is even more difficult to grasp.

"If we consider the future expected changes and underlying logic of the entire 'big infrastructure' line..." Zhao Qiang actually has a strong sense of approval for medium- and long-term stocks with sufficient certainty. After a pause, he said, "This buying point is not bad at this time."

The battle that made him famous was the one in which he invested heavily in "China Railway Vehicles" based on mid-term logic.

It was also the check from "China Railway Vehicles" that made him earn a profit of more than 4 million yuan, which was the most lucrative profit he had ever earned from individual stocks in his life.

Therefore, in terms of trading logic, he can grasp both the medium and short term.

Its trading methods are also more flexible and varied, far from being like old money, which only focuses on opportunities for short-term market sentiment premium.

So, when Sun Chengyu said the check "Oriental Yuhong".

When the medium and long-term buying points still exist.

After pondering carefully for a moment, he turned his gaze back to the board where the check had been frozen, and kept weighing the future profit and loss cost-effectiveness of intervening at this position.

There is no mistake in the poem, post, content, and read the book on 6, 9, and bar!

"In fact, I really like the 'Oriental Yuhong' check." Sun Chengyu paused for a while and continued, "The scale of this check is moderate, and its industry position is good. In the future development of the industry, there is also a good space for explosion. There is the possibility of simultaneous explosion in size, valuation, and performance.

In addition, the funds of "Fuxing Road" will not randomly choose a target for speculation.

With this check from 'Oriental Yuhong', he could buy so many capital positions.

This is enough to show how much he values ​​this stock.

Even many institutional groups in the industry have to admire the stock selection and discovery capabilities of "Fuxing Road". They dare to continue to increase their long positions and help carry the sedan chair after "Fuxing Road" intervenes.

I think if we start from the medium- and long-term logic, there is no need to be afraid of this position.

Buying in now is only about 20% higher than the entry cost of "Fuxing Road", and overall... it will extend the cycle.

In terms of the monthly chart, the current share price of this check is still at a relatively low level.”

"Well, the more I analyze it, the more I feel that Oriental Yuhong has a strong potential for explosive growth." Zhao Qiang said, "And I always feel that the subsequent market funds will speculate on the "big infrastructure" line and cannot avoid this core leading stock. Considering the circulation and chip structure of various popular stocks, Oriental Yuhong seems to be the stock with the highest enthusiasm for long positions.

These two checks are from 'Gemdale Group' and 'Huaxin Building Materials'.

Compared with the check of 'Oriental Yuhong', it is obvious that the plate is a bit too big and the potential explosive power is insufficient.

What's more, judging from the industry fundamentals and the future performance momentum, Oriental Yuhong's check is stronger.

Since the mid-term buying point still exists, continue to buy when the market opens in the afternoon.

Let’s build a base position first. If the subsequent check is indeed as you said, it is really difficult to fall, and the potential buying on the market continues to increase... then continue to increase the position. "

Following the discussion of several core hot money investors in the internal group of the "Yuhang Group", there are also views on the market trend and the trend of the corresponding core leading stocks...

At this moment, during the lunch break.

There are other major groups of market hot money and institutions in major stock investment exchange forums across the Internet.

Most people have certain differences in their views on market trends and core market trends, making it seem that both bearish and bullish views are reasonable.

And a lot of funds were originally looking forward to the lunch break.

There is good news to break the tense balance between bulls and bears in the market.

But... while everyone was waiting, during the entire lunch break, the news, both domestically and internationally, was completely calm.

The only thing worth mentioning is after the A-share market closes.

During the time period from 11:30 to 12:, the Hong Kong stock index, which had opened sharply lower and fluctuated in the morning due to the sharp drop in U.S. stocks last Friday, symbolically formed a pulse-like rebound in this half hour, repairing part of the intraday losses.

In particular, Hong Kong-listed domestic real estate stocks are also attracting much attention from many investor groups.

After a sharp drop in the morning, the pulse rebound in the last half hour before the midday close has basically repaired the decline. Even several domestic real estate stocks opened low and ended high, showing a red market trend.

Of course, compared with the trend of domestic real estate stocks in Hong Kong stocks today.

A-share stocks related to the real estate industry chain all opened in the red. There is a certain correlation in their trends, but the correlation is not very strong.

Therefore, we should compare the trends of individual stocks in the same industry and sector of Hong Kong stocks to similar stocks in A-shares.

It is inevitable that there are still some unsatisfactory results.

However, the changes in the two markets do at least have an impact on investors' emotions.

Therefore, affected by the positive impact of the pulse rebound of Hong Kong stocks near noon, when the one and a half hour break in the afternoon passed quickly and 1 pm arrived, the two markets once again ushered in the formal continuous bidding trading.

The market trend, which was obviously stalemate in the morning, showed some significant changes.

As soon as the market opened, the highly-anticipated core popular leading stocks such as "Oriental Yuhong", "Huaxin Building Materials", and "Gemdale Group" once again surged higher. At the same time, other industry sector indexes and other related stocks in the "big infrastructure" main line related to them also welcomed a certain degree of buying funds in an instant.

In addition, the general rise in market sentiment has also led to other main sectors and other market stocks.

At this moment, it received a certain degree of buying attention.

However, this favorable stimulus is still completely insufficient for the entire market.

After a brief pulse surge of one or two minutes, soon...the stocks related to the main line of "big infrastructure", the related industry sector indexes, as well as the liquor, white appliances, pharmaceuticals, consumption, finance, petrochemical sectors, and other sectors and stocks that were briefly favored by buying, all fell rapidly in an instant and returned to the position at the midday closing.

The entire market quickly returned to calm and once again fell into a stalemate between the bulls and bears.