Chapter 631: Market sentiment and expectations continue to be refreshed!

Under the guidance and performance of this ultimate money-making effect.

In the end, 'Blue Stone Heavy Equipment' continued to seal the 18th daily limit, the two main industry lines of 'infrastructure' and 'military industry', as well as the 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'State-owned Enterprises' The reform and reorganization of state-owned enterprises' several major conceptual themes have once again exploded with the help of the trend.

At 3 o'clock in the afternoon, when the two markets closed.

The Shanghai Stock Index finally reached 2,900 points, getting closer and closer to the important 3,000 points ahead.

And when the index further conflicted and exceeded 2900 points, today's trading volume in the two cities also continued to set a new yearly high, setting a huge volume of 3.3 billion, making the entire market once again experience a trend of heavy volume and a strong positive line.

Of course, everyone doesn’t remember that this is the first time this year that there has been a surge in volume.

After all, the market has rebounded comprehensively since June.

In the past few months, the market has been making history and setting new highs in volume and energy.

However, compared with the breakthrough of the Shanghai Index, although the Shenzhen Index and the ChiNext Index still closed sharply higher, the overall strength of the rise was still far less than that of the Shanghai Index.

Moreover, the Shenzhen Stock Exchange Index and the ChiNext Index were dragged down by the main line of "technological growth".

In the intraday trend, there is an obvious trend of rising and falling.

Of course, compared with the day-to-day performance of the main line of 'Technology Growth', the lines of 'Big Finance' and 'Big Consumption' are not much better.

In general……

Based on today’s market trend performance and closing results.

After almost more than a month of market fluctuations and adjustments, under the continuous unexpected market trend performance of 'Blue Stone Reload', the originally huge differences in the market have become more obvious as the emotions have gradually brewed and fermented. has shifted in the direction of consensus expectations.

And in this consistent expected direction change.

The main lines of the two major industries of 'infrastructure' and 'military industry', as well as several major conceptual themes surrounding the 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'reform and reorganization of central and state-owned enterprises', are oscillating, or in other words, this is the basis for A number of concept-themed sectors that were hyped based on basic logic have naturally become the direction in which the main funds of all parties, both inside and outside the market, focus on speculation and trading.

After all, prima facie.

In the entire market, there is indeed no major main line or a large main line area.

With the investment sentiment and follow-up effect in the main areas of "infrastructure" and "military industry", it is difficult to gather such a strong breakthrough trend in an instant.

in other words……

Faced with such a closing situation, at this moment.

In the minds of the majority of investors in the market, if the Shanghai Stock Exchange Index breaks through 3,000 points, the main funds on and off the market will have no other choice.

In order to lay down the basic logic of the bull market in one step and completely create the market's bull market expectations.

From the current point of view, this can only be achieved by concentrating on trading, pooling funds, and once again creating high space and ultimate profit-making effects for the core main lines of the market, "infrastructure" and "military industry."

And at this time, with the help of the "Blue Stone Reload" check, the trend has exceeded expectations.

It is possible to tell a new story of 'value reorganization' and 'valuation improvement'. As long as the majority of investors both inside and outside the market agree with these two logics and believe that the valuation of core stocks in these popular main areas of the market will be better. It is relatively undervalued, and its stock price still does not reflect full expectations for the future and does not correspond to the increasingly good fundamentals in the future. Then everyone can form a concerted effort to push the market upward.

Just use the 'Blue Stone Reload' check briefly.

On the side, there is room for continued profit-making in popular main lines such as 'infrastructure' and 'military industry', as well as room for further growth in stock prices.

The Shanghai Stock Index quickly crossed the 3,000-point barrier.

Then, once the market’s expectation of a ‘full bull market’ is achieved.

At that time, without too much guidance, those investors outside the market who have not yet entered the market will rush into the market with funds in hand under the stimulation of the 'bull market', and the takeover has already been promoted. 'Infrastructure', 'Military Industry' and other core market stock chips.

And when the time comes, the market will continue to move upward relying on the inertia of ‘bull market expectations’.

Of course, the more important thing is...

Or once the market's expectations of a "full bull market" are achieved.

Then, the level of incremental funds entering the market can obviously continue to expand.

The continued entry of huge incremental funds into the market will inevitably lead to a further surge in the transaction volume of the two cities, as well as the transaction volume and the balance of financing.

These sudden increases in transaction volume and volume will inevitably lead to a significant increase in market liquidity.

When market liquidity becomes very abundant, or flooding.

Then, the market does not need to be limited to one main line, or two main lines. When the time comes, the funds overflowing from the popular main lines of the market such as 'infrastructure' and 'military industry' will definitely take over the relatively low-level main line sectors. Continue to create new mainline market trends.

In other words, once the expectation of a comprehensive bull market is formed.

Driven by the huge amount of incremental funds, the market will naturally form a virtuous cycle.

"Boss, today's market trend, depending on the situation, the main financial groups on the market, and the emotional response on the market, are obviously moving towards the two main industry lines of 'infrastructure' and 'military industry', as well as the 'Eurasian Economic Belt',' "New Era Road, Maritime Silk Road', 'Reform and Reorganization of Central Enterprises and State-owned Enterprises' and other main areas of conceptual themes converge!" After the close, during a simple review period, at this moment, in the Magic City, inside Zexi Investment Company, the main funds In the trading room, Zhou Kan pondered for a while and said to Xu Xiang next to him, "The money-making effect of the stock 'Blue Stone Heavy Equipment' is really exaggerated. I feel that this check is obviously too exciting today." ', 'military industry' are popular main lines.

As a result, the core hype logic and expectation logic of these popular main lines have been further intensified.

I'm thinking……

According to the trend of the stock of ‘Bluestone Heavy Equipment’ today and the continued effect of the market, this check can obviously continue to be a success! It is also obvious that it can continue to further stimulate the market’s investment sentiment and speculation sentiment in the direction of ‘military industry’ and ‘infrastructure’!

In this way, market sentiment and speculation are further concentrated in the direction of "infrastructure" and "military industry".

Doesn't this go back to the previous hype path?

So, no matter how the market develops, in the short term, in the direction of "big finance", there will still be no centralized gathering of main funds and consistent and concentrated emotions, and there will be no sustained money-making effect. "

Xu Xiang heard Zhou Kan's words, pondered for a moment, and responded with a smile: "Today's market trend, many financial groups inside and outside the market, driven by the trend of 'Blue Stone Reloading' checks that have continuously exceeded expectations, are indeed It is converging on the early popular main areas of 'infrastructure' and 'military industry'. Even the check of 'Fushun Special Steel' was driven out of the daily limit.

Popular main lines in the market such as 'infrastructure' and 'military industry' have been adjusting at high levels for more than a month.

The internal chip structure has obviously become loose or collapsed under the huge amount of profit taking.

It is indeed surprising that this kind of money-making effect can be achieved.

However, in the adjustment of the last month or so, the main lines of industries such as 'infrastructure' and 'military industry' in this position are obviously not enough in terms of time and space. In other words, I think the main lines of these popular main lines are obviously not enough. The adjustment is actually not sufficient. The internal chip structure is currently very chaotic, and the volume of circulation of these major main lines is basically second only to the market's "big financial" main line.

Such a huge circulation volume.

When there is obviously insufficient time and space for adjustment.

We still want to continue to focus on creating money-making effects and space. Unless the market volume can surge by 50% in the short term, it is basically impossible.

At this stage, the Shanghai Stock Index must go through the market trend of "high and low switching".

Only then can we gather new strength and complete the upward breakthrough trend.

Just relying on the hot market main lines of "infrastructure" and "military industry" that are obviously exhausted, it is tantamount to wishful thinking for the Shanghai Stock Exchange Index to actually break through 3,000 points.

So, don't worry too much.

If my expectations are correct, the super profit-making effect of the "Blue Stone Heavy Equipment" wave should be the last and more perfect selling point of popular main lines such as "infrastructure" and "military industry" in the short and medium term.

Of course, the market price and connecting space of the 'Blue Stone Reinstallation' check can be refreshed to the current level.

It is still very good for the overall market trend.

After all, this can indeed attract a large group of potential investors outside the market to enter the market and do long, and at the same time, it can further stimulate the enthusiasm of many funds to invest in new investments.

As long as funds can come in, then the market will naturally follow. "

Zhou Kan saw that Xu Xiang didn't care about today's market trend at all, and he was also very confident that the main market trend would change to 'Big Finance' in the future. He thought about it and said: "Boss, at present, 'Big Finance' There is still no movement on this main line.

After our observation.

The main funds are still unwilling to concentrate on the "big finance" line.

Of course, there are many big funds who are still optimistic about the "big finance" line, but the differences are not small.

At least, there are many big funds who are optimistic about the lines of 'big consumption' and 'technological growth'.

In short, during the market's back-and-forth fluctuations and various test markets for almost a month, the differences between the main funds in the market did not disappear, but significantly expanded.

Generally speaking, we want to talk about areas where the combined effect of funds is better.

It’s true that there have always been only a few popular main lines in the early stage, namely ‘infrastructure’ and ‘military industry’.

Also, boss, you previously judged that on the line of 'big finance', in terms of macro news, there should be big moves and movements to stimulate market sentiment and promote the main capital groups to concentrate in the direction of 'big finance'. Ultimately, Form a consistent expectation and achieve the sustained profit-making effect of this main line.

But now, looking at the news, it can be said that it is far away.

Moreover, it seems that we have not seen any signs of large-scale concentrated positions building on the main line of "big finance" among the "Yu Hang" funds that we had expected.

Hey, I don’t know what I think about the funds of the ‘Yuhang Department’ right now?

Their core trading seat, Fortune Road, appeared on the Dragon and Tiger list at the end of June and early July, and then it seemed to have completely disappeared. After more than a month of strong market fluctuations, , the seats on 'Fortune Road' just didn't show up.

I wonder if the main funds of the 'Yu Hang Group' are still locking up stocks in the main fields of 'infrastructure' and 'military industry'?

After all, the ‘Yu Hang Group’ holds heavily on stocks in the fields of ‘infrastructure’ and ‘military industry’.

In the past month, although adjustments have continued, there has not been an overly extreme adjustment trend. Compared with many leading concept stocks, the stocks held by the "Yu Hang Series" have a relatively mild trend, which is very intriguing. "

“We can’t guess the movements of Yuhang Department’s funds at the moment.” Xu Xiang said, “At the moment, we can only rely on our own judgment.

Don’t worry, the main line of ‘big finance’ will definitely produce a big wave of market trends.

At the same time, in terms of macro news, there will definitely be heavy news coming out.

It's just that right now, the time has not come yet.

Even if our expectations are not fully realized and no major news comes out in terms of macro news, then when the third quarter report is released in November, when the market is concentrated, the performance of 'big finance' will also be reflected. By then... ...The stock price will also riot.

After all, these are the months in the second half of the year.

The market volume can explode so rapidly, and at the same time, the balance of financing and financing has also increased so rapidly.

Coupled with the original trend of the market, the continued index growth, and the surge in stock prices of the corresponding institutional holdings have brought some benefits to the institutions.

With so many factors superimposed, I don't believe in the securities sector and there is no strong main capital to do the trading.

Even if not.

If we focus on the market at the right time, we can also make this main line come out. "

"Okay!" Zhou Kan nodded, still agreeing with Xu Xiang's analysis, and said, "Then let's... just wait patiently."

Xu Xiang nodded and said: "Patience is the first priority in trading and the first criterion for trading operations. If we want to take the initiative in the market, we must have enough patience. Just wait... …It’s already late October, and it’s not too far away from the point where we expect the market to explode.”

"Well!" Zhou Kan continued to nod, paused, and asked curiously, "Boss, how many daily limits do you think the 'Blue Stone Heavy Equipment' check can go in the future?"

Xu Xiang thought about it for a while and said: "It's hard to say, but tomorrow this check should continue to hit the daily limit. However, no matter how many more daily limits this check has in the future, it can refresh the market's continuous space. As long as this check If the continuous trend is cut off and the market turns from strong to weak, then the core market trends of 'military industry' and 'infrastructure', which are barely supporting and forcing upward breakthroughs, are basically at an end." (End of this chapter.) )