Rebirth of the investment era

"The big Yang line is moving very beautifully today!"

Seeing the closing situation of the two cities like this, many people on the online stock investment discussion platform where a large number of retail investors gather, especially in the stock discussion areas of major trading platforms, expressed sincere emotions.

"The strong recovery of 3,600 points is really impressive. The trend of the Shanghai Stock Index is obviously the end of the adjustment and preparations to continue the counterattack of 3,800 points."

"It looks like the adjustment is over."

"And not only is the adjustment over, looking at the market trend, the core main lines of 'big consumption', 'mobile Internet', 'smartphone industry chain' and 'film and television media' have begun to completely replace 'big finance' and 'big finance'. Infrastructure' and 'military industry' are the core main lines. This is the transformation of the market's main line structure and the form and trend of the main line market switching. It feels that the subsequent Shanghai Stock Exchange Index will be in 'big consumption', 'mobile Internet', 'smartphone industry chain', and 'film and television'. Driven by these core lines of the media, the previous adjustment trend will be quickly restored and an attack will be launched at 3800 points."

"The trend of the core main lines of 'big consumption', 'mobile Internet', 'smartphone industry chain' and 'film and television media', isn't the market bias more towards the small and medium-sized board and GEM? I feel that the market trend behind it The trend, the trend of the small and medium-sized board and the ChiNext board, should be much stronger than the Shanghai stock index, right?"

"I also feel that is the case. After all, this year, the GEM index has basically not risen much."

"I feel that the three core main lines of 'big finance', 'big infrastructure' and 'military industry' have obviously not finished adjusting yet, and they cannot be the core main force when the market rises in the future. In this case, what will happen in the future? The main direction of the market trend will definitely be dominated by growth concept stocks indexed by the small and medium-sized board and the GEM."

"I feel that the subsequent market trend will probably be inversely related to the previous market trend, right?"

"Looking at the market performance last year and this year, it is easy to guess. Last year, the Shanghai Stock Exchange Index did not move and the GEM Index doubled. This year, the Shanghai Stock Exchange Index almost doubled and the GEM Index did not move much. Then... the next step must be The rotation of the GEM index and the small and medium-sized index has come into play."

"Yes, and the concept stocks that point to the direction of the small and medium-sized board and the GEM have taken a long enough time to adjust."

"Not only does it take a long time to adjust, but there is also a lot of room for adjustment."

“Looking at today’s market trend, it is very clear that the three core main lines of ‘big finance’, ‘big infrastructure’ and ‘military industry’ will definitely be difficult to market in the short term.”

"Throughout the day, the three main lines of 'big finance', 'big infrastructure' and 'military industry' all showed a net outflow of main funds. Such a capital flow will only increase if it can rise."

"However, today, in the three main industry sectors and concept sectors of 'big finance', 'big infrastructure' and 'military industry', although overall, the main funds are showing an outflow, they have still risen. It’s just that they generally haven’t risen higher than the market.”

"Don't compare the closing results, look at the trend results throughout the day."

"Yes, compared with the market trend results throughout the day, the trends of the three core main lines of 'big finance', 'big infrastructure' and 'military industry' are ridiculously weak."

"It's obviously not sustainable!"

“I chased two lots of ‘Western Securities’ stock in the early trading, thinking that after the securities sector fell so much, it would rebound violently. I didn’t expect that I would still lose money in the late trading. I was speechless.”

"The securities sector and the Internet financial sector are sectors that should be avoided at the moment!"

"In the early trading stage, the main lines of 'Big Finance', 'Big Infrastructure', and 'Military Industry' were still very strong. But I don't know why the market suddenly collapsed near midday, and in the afternoon, the entire market collapsed. The trend of hot spots is towards a group of concept growth stocks, mainly small and medium-sized boards and GEM.”

"Why did the collapse near the midday session happen? Isn't it because there were too many profit-taking and arbitrage chips accumulated in the three core main areas of 'big finance', 'big infrastructure' and 'military industry'? Such a heavy Profit taking and arbitrage are all potential huge selling forces on the market. With such heavy selling power suppressed, the three core main lines of 'big finance', 'big infrastructure' and 'military industry' will not be able to sell well in the short term. How could the market pick up?"

"Compare this to the areas of small and medium-sized boards and GEM that were intensively speculated last year, namely the two core main lines of 'mobile Internet' and 'smartphone industry chain'. Since December last year, these two main lines have begun to fully ebb. So far in December, the two main lines have just experienced a short-term profit-making effect, showing a generally strong attitude of outperforming the market. The adjustment time in the middle...it took a whole year!"

"Yes, it took a whole year. During this year, in addition to the line of 'Internet Finance', the core line of 'Big Finance' came up and was once again hyped by the main funds from all parties. In this wave, the rest of the industry sectors and concept sectors related to the main lines of 'mobile Internet' and 'smartphone industry chain' are all continuing to fluctuate in a trend of adjustment, condensing a new chip structure."

"The 'Internet Finance' sector is quite special."

"This sector should belong to the main line of 'big finance', not the core main line of 'mobile Internet'."

"So, the market trends of the 'Internet Finance' sector should be viewed separately."

"In short, judging from last year's market trend style, the three core main lines of 'big finance', 'big infrastructure' and 'military industry' are definitely not at the end of the adjustment."

"Such a heavy profit-taking and unwinding deal will take at least half a year of adjustment to regain momentum, right?"

"Anyway, it is right to avoid the industry sectors and concept sectors related to the three core main areas of 'big finance', 'big infrastructure' and 'military industry', as well as the major popular stocks, heavyweight stocks and leading stocks. At this time ...The risk of buying stocks in the non-ferrous metal cycle, petrochemical industry, and coal is less than buying high-priced stocks in the main areas of 'big finance', 'big infrastructure', and 'military industry'."

"The 'film and television media' line is still strong!"

"That's right, your sister, the 'film and television media' line is really good. Today it almost jumped by nearly 6 points. Moreover, the trend of the entire sector index has completely recovered the previous decline of the Shanghai Stock Index from 3800 points. , hitting a new annual high.”

"Not only that, the entire sector has exceeded the daily limit of 10 stocks today."

"What the hell, 10 stocks in the entire sector have reached their daily limit. This is already a daily limit wave for the entire sector, comparable to the securities sector in its previous full-scale outbreak stage."

"It is indeed strong, and the trend is very healthy. Many stocks did not increase their volume when they reached the daily limit."

"Not increasing the volume means that the chips at this position are very scarce and no one is willing to sell."

"The key is that the check for 'LeTV' has also reached its daily limit."

"The 'Film and Television Media' sector is the core sector of the entire small and medium-sized board and GEM index. If this sector is strong, the trend of the small and medium-sized concept growth stocks in the entire market will not be much worse."

"Indeed, it is true. Unexpectedly, after the collapse of the core main lines of 'big finance', 'big infrastructure' and 'military industry', the core sector that came out strongly became the core main line of the two cities' leaders. It turned out to be 'film and television' The media's line is really surprising."

"Actually, there's nothing surprising. The 'film and television media' line has been relatively strong before."

"Yes, the current line is just a more consistent situation of long funds."

“It seems that the ‘Film Industry Revitalization Plan’ policy proposed by five ministries and commissions at the same time in June this year is now beginning to actually exert its power.”

"That's right, it's starting to show its power."

"The 'film and television media' sector can continue to explode and continue to receive concentrated funding from all major financial groups. In fact, there are already traces of it. In the past period, news from all parties have reported that the movie box office of the entire domestic film market is expected to be high in the second half of the year. Under the ticket subsidy policy, it will explode rapidly."

"It's a pity that not many people believed it at that time!"

"It's not that no one believed it, it's just that at that time, everyone's investment eyes were all on the three core main lines of 'big finance', 'big infrastructure' and 'military industry'. What they were looking at were securities and Internet finance. Continuous surges, the strongest sector that continues to hit the daily limit, or the sub-new stock sector that showed the ultimate explosive money-making effect in the first two months. In this case... it is difficult for everyone to focus on the expectation that it was not as strong as it is now. and the wonderful 'film and television media' sector, and focus on raising funds to do more."

"That's the truth. Looking at it now... the logic of the 'film and television media' line is obviously clearer."

"New Year's Day, Spring Festival, and next year's movie box office market will see explosive growth. It's hard not to see a rise in the 'film and television media' line."

"Is there the strongest trend in the current market?"

"Haha, fortunately I bought some chips in the main line of 'film and television media' in early trading today, otherwise I would regret it after the market closes."

"I also bought 1,000 shares of LeTV. I hope I can give you a year-end red envelope."

"There should be no problem. In fact, the check for 'LeTV' has the expectation of logical repair. After all, the performance of 'LeTV' in the past half year was really miserable. If Mr. Jia didn't show up, If so... I'm afraid the stock price of 'LeTV' won't rise."

"If you ask me, the check of 'LeTV' is definitely the core of the entire 'film and television media' sector."

"That's for sure. The entire ecosystem of 'LeTV' is very healthy."

"Mr. Jia is still awesome."

"Huace Film and Television, Enlight Media, Huayi Brothers...these tickets are not bad, right?"

"Enlight Media should be the safest and an absolute first-line core stock. Unfortunately, the equity of this check is not very good. I always feel that the market is a bit heavy. A lot of funds have entered, but the stock price has not risen as much as other stocks. The expectations are obviously very strong. , even though LeTV reached its daily limit, it only rose 7 points."

“It’s a flaw that Enlight Media’s circulation disk is too large.”

"Huace Film and Television has a good paycheck and is definitely the core leader in film and television drama production."

"Movie-related stocks are more reliable, right? Anyway, that's what I think. If you want to buy core stocks in the 'film and television media' line, your priority must be stocks in the film business. After all, the country's direct policy The target of good incentives is the 'movie industry'."

"I think as long as we follow the core main line of the market, the returns should not be bad."

"Yes, if you can't choose stocks well, I think it's good to buy the 'Film and Television Media' ETF fund."

"Yes, especially the tiered funds, they are so fragrant."

"Haha, indeed, tiered funds have their own leverage, and the main lines are not biased. If you buy an industry tiered fund, you are buying the industry's leading stock."

"Everyone, isn't the check for 'universal education' the leader?"

"The check of 'All Access Education' is the leader, but it is just the leader of 'Internet online education'. It shouldn't be considered the leader of the core concept of 'film and television media', right?"

"But doesn't this also belong to the 'film and television media' sector?"

"That's still different. It's a bit similar to the main line of 'big finance' in addition to the 'Internet finance' sector, and compared to the securities sector."

"But no matter what, the check of 'universal education' is indeed the leading concept in the two cities."

"It's a pity that the plate is too small to accommodate large funds."

"It doesn't matter if it can't accommodate big funds, as long as it can accommodate retail investors like us."

"After the stock price rises, the circulation market will become larger, and then it will be able to accommodate large funds. Therefore, small market size has always been a problem. As long as the concept and logic are correct, it can rise, and there is no doubt... At present, the check of 'All Access Education' has already become the main leader of the two cities."

“If funds continue to be optimistic about the concept of ‘Internet online education’, then I think ‘all-access education’ still has room for ten times the expectations.”

"That's awesome, do you think it's ten times better?"

"The leader doesn't say anything about it, just buy it anyway."

"Whether it's ten times or not, the current check will definitely not die anyway."

"What about the 'Apple Concept' sector? Isn't anyone paying attention? I feel that this sector is very strong, and Apple is expected to release a new machine next year."

"In fact, the core line of the 'smartphone industry chain' still depends on the increase in domestic production, right?"

“Many of the stocks in the ‘Apple Concept’ are also domestic incremental suppliers!”

"Yes, in fact, this line is good. Look at the trend of the check of 'Changying Precision'. It's damn... it's really strong. It has also repaired all the retracement losses since the Shanghai stock index fell to 3800 points, and also set a new record." It reached a new high for the year, and it was almost a record high.”

"In the 'smartphone industry chain' line, there is no doubt that the 'Apple concept' line is definitely the core of the core. Goertek, OFILM Technology, Crystal Optoelectronics, Xinwei Communications... these votes are all It's pretty good, just buy whatever you want, but the check for 'Lixun Precision' is controversial."

"Why is the check for 'Lixun Precision' controversial?"

"Isn't it because this check is one of the heavily held stocks of the 'Yu Hang Group' controlled by President Su."

"But the bargaining chips used by Mr. Su to control this stock are all restricted stocks, and they won't affect the market trend, right?"

"Who cares whether you have restricted stocks or not? The 'Yuhang Series' concept stocks now managed by President Su are the core stocks that everyone should avoid in the current market."

"These funds...you should still be worried about Mr. Su's failure, right?"

"That's right, but Mr. Su...has never smashed a plate before!"

"Except for last Monday, when the 'Yuhang Department' fund headed by Mr. Su crashed once, it has never crashed again since then. If you ask me... these institutions just don't have a structure. They are afraid of this and that..."

"That's not it. There is no pattern."

"But even so... I think it's better to avoid it, unless I see signs of buying again from the 'Yu Hang Series' fund products managed by Mr. Su."

"For now, it should be difficult, right?"

"Mr. Su has not appeared on the Dragon and Tiger lists in the two cities for so many days. It is estimated that it will be difficult for him to appear in the near future."

And just as everyone expected.

With the intense discussions among countless retail investor groups across the Internet.

As everyone continues to speculate on the main capital of the ‘Yuhang Department’.

At 5:30 in the afternoon, the dragon and tiger lists of the two cities were refreshed, and at the same time the two cities announced the balance data of the two financings, there was still no relevant figure of the main fund of the ‘Yu Hang Group’ on the entire dragon and tiger list.

However, the changes in the balance of financing and financing once again surprised everyone.

According to the financial and financing data disclosed by the market, the financing balance has increased again. Regardless of whether the market is falling or rising, the financing balance is increasing.

When the market goes down, increase more slowly.

When the market goes up, it increases a little faster.

In general, it is rising, continuing to rise...

Such changes in financing balances have also made the majority of investors who have been reactivated with a long sentiment after the market become more optimistic about the market outlook.

However, will the actual market trend follow everyone's expectations?

Will the Shanghai Stock Index continue to rebound along the trend to repair the early correction decline, repair 3,800 points, or even hit the 4,000-point mark? (End of chapter)