Rebirth of the Capital Legend

"It shouldn't be." Men Xingtao responded, "After all, the leading stocks in the 'big infrastructure' main line are mainly led by major institutions in the industry. After institutional funds have deeply involved in a core main line, especially when the expectations for this core main line are good and the certainty of future performance explosion is very high, they will not easily adjust their positions due to short-term sentiment changes.

Of course, short-term fluctuations in sentiment cause the flow of retail investors to follow suit.

This may cause a certain degree of insufficient follow-up orders for these core leading stocks, but this will not affect the fundamental development trend of these stocks.

Therefore, we don’t need to worry at all, and we don’t need to rush to reduce positions and take profits, or rush to change the current trading strategy. "

"Okay." Huang Qingyun's worries were relieved a lot after hearing Men Xingtao's analysis. He paused and said, "In addition to the data of the two cities' Dragon and Tiger List today, which slightly exceeded expectations, the market's volume changes still seem to have some problems. The core theme of 'big infrastructure' has recently been so continuously forced to rise, creating such a strong market money-making effect, but it still has not attracted too much off-site funds to intervene.

Moreover, it seems that funds are withdrawing from the main area of ​​'big infrastructure' to take profits.

Many of them did not continue to stay on the field.

After all, apart from the 'new energy industry chain' main line that changed at the end of today's trading, every time the 'big infrastructure' main line trend diverged, other main line concepts did not have a certain degree of change recognition and were not able to attract too much capital to participate in speculation. "

"There is nothing we can do about it," said Monxingtao. "The overall macro environment currently does not provide sufficient liquidity, and coupled with the booming property market, the real estate market has fully recovered. Naturally, under the extreme money-making effect, the active large capital flows in the market will flow into the property market first.

However, the unusual trend of the 'new energy industry chain' today has created a sector linkage effect in the market.

This is a good thing.

Because in terms of long-term market conditions, only rotation can go further. If the market only relies on the core theme of "big infrastructure", it will be difficult for it to form a healthy trend and maintain a long-term upward trend.

Only when multiple main lines start to rotate, will the active capital groups in the market start to switch and follow suit.

Then, the chip structure platform of the core theme of "big infrastructure" can continue to move upward layer by layer through turnover in the evolution of the market. "

"Yes." Huang Qingyun nodded, and then said, "Manager, do you think the 'new energy industry chain', the main line of today's late trading, will continue to move?"

Meng Xingtao thought for a moment and responded, "It's hard to say. Even though many core component stocks of the main line of 'new energy industry chain' have moved abnormally at the end of today's trading, and many stocks have gained market recognition, they have attracted the attention of a group of active hot money in the market, as well as many retail investors who follow suit.

However, there are still some problems with the accumulation of buying volume.

Whether this line can truly carry the capital group that has temporarily withdrawn from the main line of "big infrastructure" to take profits and participate in speculation depends on tomorrow's opening situation.

It also depends on the relay of new funds during tomorrow's trading and the market sentiment feedback tomorrow.

However, from the perspective of the main line logic of "high-low switching", it is not wrong for these active capital groups to choose the main line of "new energy industry chain" for speculation, and the internal chip structure of this main line has indeed settled after continuous adjustments during this period of time, and the pressure for a short-term upward rebound will not be very great. "

As the two discussed, Zhao Zhiyuan, who was in the main hot money group of the Qilu Gang, stared at the two cities' Dragon and Tiger List seats that had been disclosed, and frowned. He said, "The Gusu faction provoked the late trading of the main line of the new energy industry chain. This sneak attack really gave them an opportunity. Alas, with the divergence of emotions and the dispersion of funds, it seems that the core main line of tomorrow's "big infrastructure" will be in trouble. The chip structure is loose today, and the funds in the market have obviously taken profits and fled. The core hot concept stocks are probably in trouble!"

The main line of the entire "new energy industry chain" began to move on a large scale almost in the last ten minutes of the closing period.

This made him, who had locked up the check from 'Greenland Group', and several other core investors of 'Qilu Gang' unable to react for a while.

Originally, he thought that there would be a brief market divergence before the closing of the market at noon today.

When the market opens in the afternoon, the trends of a number of core hot concept stocks under the main line of "big infrastructure" turn from divergence to consensus. This accelerated squeeze and rise should continue for another day or two, allowing them to reap the rich profits of the entire main rising trend on the "Greenland Group" stock.

did not expect……

The bullish sentiment in the entire "big infrastructure" main line area has not yet begun to recede on a large scale.

At the end of the trading day, active hot money in the market, led by the "Gu Su Group", and other keen followers, began to rush into the market.

"I don't think so." Zhang Wei responded, "The sentiment of the 'big infrastructure' line will not collapse so easily. Although the buying power concentrated in the main field of 'big infrastructure' has been diverted at the end of today's trading, and the internal profit-taking and unwinding selling pressure is rapidly increasing, the trend is still there. Moreover, although many concept stocks of the 'big infrastructure' main line have fallen back or dived rapidly, there has been no panic selling and stampede.

I guess it's...

If the overall market sentiment is not good tomorrow, big funds will continue to speculate on the main line of "big infrastructure".

At the same time, even if the internal differences on the main line of "big infrastructure" continue to increase tomorrow, core leading stocks and hot concept stocks will most likely have the opportunity to rise and close in the red.

In other words, even if the performance of the Greenland Group check tomorrow is lower than expected.

We have enough time to withdraw our profits in time.”

"Old Zhang is right." Liang Jiucheng thought for a moment and responded, "At the end of today's trading session, the Greenland Group check did not follow the market crash. With the emotional heat of the core theme of "big infrastructure", even if the trend of this check tomorrow is not as expected, there will be a chance to exit the market in the red.

Besides, we already have more than 15% profit on this check.

No matter how the Greenland Group check goes tomorrow, we will be able to take profits and exit the market."

"I guess after three divergences, it will be hard for the core theme of 'big infrastructure' to continue to break out of the market space in the short term, right?" Although Zhao Zhiyuan agreed with the views of Zhang Wei and Liang Jiucheng, he still felt that the 'big infrastructure' line was likely to be adjusted, so he paused and said, "Lao Zhang, Lao Liang, do you think the logic of 'high-low switching' will work in the market's future trend? Do you think the main line of 'new energy industry chain', or similar oversold main lines, has a chance to continue to be hyped?"

Zhang Wei pondered for a moment and responded: "If the subsequent market volume can maintain the strength of the past few days, then I think the market's 'high-low switching' logic should be established. If the 'new energy industry chain' line can quickly gather the market's bullish sentiment and money-making effect, and can obviously have a certain driving effect on other similar short-term oversold main lines, then it is completely worth participating." (End of this chapter)