Rebirth of the Capital Legend

Chapter 481: Choice about the opportunity of ‘certainty’!

"In addition to the Oriental Yuhong check, today's Capital Group check, as well as the two stocks of Beijiang Communications Construction and Huaxin Cement, are also trending very well." Zheng Jinming paused and continued, "From the K-line pattern and the volume performance, these concept leading stocks in the last round of explosive market on the main line of 'big infrastructure' are obviously going to move into the second wave.

I feel that these checks can also be focused on.

Moreover, compared with the market value and circulating volume of "Oriental Yuhong", the trends of these stocks are even more strongly correlated with the small and medium-cap concept stocks in the entire market.

If these checks can get out of the second wave of speculation and quickly set new highs.

Well, I think the trends of these few checks will have a significant driving effect on the trends of related concept-themed stocks in other main sectors of the market, as well as on the improvement of short-term speculation opportunities for concept-themed stocks in the entire market.

Also... look at the Dragon and Tiger List buying and selling data of these checks.

"Laodong Road" has intervened in the "Shouchuang Group" check. This fund should be of relatively large scale. And looking at the traces of "Laodong Road" in trading the "Shouchuang Group" stock today, it is obvious that this fund has been deeply involved in this stock.

As for the two checks, 'Beijiang Communications Construction' and 'Huaxin Cement', the Dragon and Tiger List also performed well together.

If we expect that the investment style of the subsequent market and the direction of capital speculation will change... especially if it will evolve towards small and medium-sized stocks, then these core concept stocks should be quite appropriate as observation targets. Only these stocks have emerged from the second wave of speculation.

The overall hot hype effect and continuous money-making effect of the "big infrastructure" line.

Only then will they be truly beaten out.

Only then can we gain the unanimous recognition of the entire market and many active capital groups in the market. "

"The performance of the check of Beijing Capital Group is indeed very good today, and it is also quite recognizable in the market." He nodded his head in response after hearing Zheng Jinming's words, "However, the market appeal of 'Labor Road' is still far behind that of 'Fuxing Road'. Without 'Fuxing Road' as a carrier of emotion, this check still has some problems in terms of the attention of market investors and the bandwagon effect.

Of course, the discussion about this check is also very heated among the vast retail investor group in the market.

There are also many investors who are talking about the check that has secured the position of 'Oriental Yuhong' and has become the new leader in the main line of 'big infrastructure'.

But I always feel that this check has advantages in position, market recognition, and the strength of retail investors following the trend.

None of them are as good as the check from 'Oriental Yuhong'.

Moreover, although the two stocks belong to different industry sectors, they follow the same logic. In terms of hype expectations, "Oriental Yuhong" is obviously stronger.

In addition to the disadvantage that "Oriental Yuhong" has a relatively large market value and circulating shares.

The check of 'Capital Group' really has no advantages that can be compared with the check of 'Oriental Yuhong', so... I think it is still difficult for this check to occupy the position of 'Oriental Yuhong' and become the new market main line core leader and the leading leader.

Of course, it is still necessary to pay proper attention to this check.

After all, whether the leading concept stocks that emerged from the previous round of "big infrastructure" main line explosive market trend can break out of the second wave of continuous speculation and open up new speculation heights can indeed reflect the actual speculation sentiment and market height expectations of the "big infrastructure" line.

It should also drive the trend of stocks in other main lines of the market."

"Looking at the trend of Oriental Yuhong, it should be a strong trend." Lao Qian pondered for a while and responded, "With the continuous lock-up of Fuxing Road and the continuous intervention of institutional main funds, the power of hot money cannot occupy a dominant position in Oriental Yuhong, and it is naturally impossible to form a continuous trend. However, for Capital Group, Northern Frontier Communications Construction, Huaxin Cement... these few stocks, basically there is very little intervention of institutional funds, and the dominant financial power on the market is obviously dominated by hot money.

In terms of the smoothness of the trend of these stocks, in the medium and long term, they are definitely not as good as stocks like "Oriental Yuhong".

But we must pay attention to short-term explosive power.

I think these checks are not necessarily weaker than the one from Oriental Yuhong.

Moreover, the expectations for the second wave of hype about these checks only began to emerge after today's closing, and gradually formed a corresponding preliminary consensus among a large number of followers in the market.

Adding these few checks, the depth of the previous adjustment is still relatively deep. Compared with "Oriental Yuhong", the current increase is basically still at the bottom.

That is to say, from the perspective of short-term growth.

I think the potential for growth of 'Beijiang Communications Construction', 'Capital Group', 'Huaxin Cement'... should be better than that of 'Oriental Yuhong'.

In fact, the two are almost identical in logic.

They all follow the path of 'big infrastructure'.

If we continue to be optimistic about the subsequent market of the "big infrastructure" line and there is a further expected explosion, then it doesn't matter which one we focus on."

"In terms of stability and certainty, the Oriental Yuhong bond is definitely more certain and stable," Zhang Xinlei continued, "but in terms of short-term explosive power and market flexibility, it is obvious that the bonds of Capital Group, Northern Frontier Communications Construction, and Huaxin Cement are better.

Moreover, among these three stocks, each has its own advantages and disadvantages as to whether they can break out of the consecutive gains.

As for the check from 'Shou Chuang Group', 'Laodong Road' is too deeply involved, and it seems like it has a monopoly. It is hard to say how much funds will dare to follow up and continue to take over the chips that 'Laodong Road' may sell off in a concentrated manner.

The fundamentals of the 'Beijiang Communications Construction' check are very bad, but the advantage is that the chips are clean and the synergy is strong. I think in terms of flexibility and market selection, this check will be better than 'Capital Group'.

The check for 'Huaxin Cement' follows the trend of the cement sector.

The reason for the recovery of its trend is that the industry leader "Conch Cement" has continued to rise, causing the valuation of the entire cement sector to be in a state of recovery. The market value of "Huaxin Cement" is larger than the other three.

Moreover, the internal chip structure is the worst among the three. It includes institutions, retail investors, and hot money. The institutions and hot money that are deeply involved are not the strongest in the circle.

Relatively speaking, the flexibility of the Huaxin Cement stock should be the weakest among the three."

"To be safe, I would choose Oriental Yuhong, which is more stable." He Zhong continued, "As long as this stock is still the core leading stock in the market, and has strong market-driving ability and retail investors' follow-up effect, then as long as the expectations of the core theme of 'big infrastructure' are still there and the hype is still there, the increase in this stock will not be lower than the sector index and the market.

Given the current stage, choosing this check can easily outperform the market index.

So why choose other stocks and take the risk of uncertainty? No matter when, choosing the most cost-effective trading method is the best strategy! "

"Equilibrium holding, isn't it better to buy some of each?" Zheng Jinming paused and said, "It is normal to have differences in individual stocks, but the expected differences in the 'big infrastructure' line should still be relatively small. These stocks are basically the three strongest core sectors in the 'big infrastructure' main line. And as for today's performance, they are the strongest stocks among these three core sectors.

Since they have all been recognizable and the market sentiment has fermented.

Then why not buy some and spread the risk?"

"That's fine," said Lao Qian, "but I think it's safer to wait until the market opens tomorrow morning to see which of these checks are the strongest and exceed expectations. Although we have analyzed that these checks may become the hype leaders of the core sectors of the 'big infrastructure' main line, all analytical logic and expectations need to be verified by the market itself. We need to see the actual strength of the market trend to judge whether it is strong or weak. The market trend cannot deceive people, after all, it is all made with real money."

With the core hot money of the "Suzhou system", the discussion on the trend of the subsequent market, the discussion on the trend of the core leading stocks with high market recognition, and the outlook for the subsequent market trend...

At this moment in Shanghai, inside the company 'Jufeng Asset Management'.

In the trading room of the 'Jufeng Future Growth' fund product, Yu Xiaolu, the trading team leader of this fund product, made a relatively optimistic judgment after simply reviewing the Dragon and Tiger List data released by the two markets and the core leading stocks in the market. He said to Lu Xiangxiang: "Mr. Lu, I feel that after today's market trend, a substantial breakthrough has basically been formed. The subsequent market trend should be less volatile and the uncertainty will not be that great."

"From the perspective of index patterns, all major indexes should still be in the previous range of fluctuations, right?" Lu Xiangxiang was not so optimistic about the market trend. "Especially the two major indexes, the Shenzhen Index and the ChiNext Index, are not only still in the previous range of fluctuations, but are basically still at the bottom of the previous range of fluctuations. Isn't it too early to say that the market has actually broken through to the upside at this time?"

Facing Lu Xiangxiang's question, Yu Xiaolu responded with a smile: "In the current market, the trends of the major main lines are extremely differentiated. It is rather distorted to just look at the trend of the index. I think to judge whether the market has the possibility of continuing to break upward, we still need to focus on the major core main lines of the market.

As long as the market's several core main lines form a substantial upward breakthrough trend.

Then, under the continued drive of these major core themes, other main sectors of the market, as well as the relatively weaker Shenzhen Index and ChiNext Index, will surely be gradually driven up.

In other words, there are many non-core sectors in the market.

In fact, there is a lag in the trend.

Even in the weakest sectors such as Internet software, film and television media, and electronic information, we can see that many oversold stocks have really stopped falling. There is no money willing to continue to sell at a loss, and the exhaustion of short-selling momentum will inevitably lead to a rapid covering of long positions, resulting in a rapid rebound in stock prices. "

"I hope so." Lu Xiangxiang nodded and said, "After such a long period of overall adjustment, I feel that it is almost done. Moreover, the expectations for the second half of the year are obviously stronger than those for the first half."

"If the market continues to move upward, there is a high probability that it will break through further..." Yu Xiaolu thought for a moment and said, "Then can we continue to enter the last position at this position?"

"Okay." Lu Xiangxiang nodded again.

Judging from the index trend, although there is still some distance to truly break through the previous shock platform, judging from the trend of the core main line, she still believes in Yu Xiaolu's judgment.

Therefore, we should continue to increase our holdings and buy the core leading stocks in the core theme of "big infrastructure".

She was actually quite supportive.

After all, in terms of the entire market and the market trends of various main lines, it is true that at the current stage, the "big infrastructure" line is the best performing and has the clearest trend. Moreover, there is no shortage of favorable stimuli both in terms of fundamentals and news, which is obviously conducive to various funds continuing to move upward.

In addition, the recent large-scale and continuous increase in holdings of "Fuxing Road" is also irritating her nerves.

As someone who has been tracking the movement of the main capital "Hua Yi Capital", she is clear about how accurate this capital is in grasping the market trend and the main market opportunities. So when she sees this capital continue to intervene on a large scale, although the market as a whole has not yet broken through the previous platform, she believes that this breakthrough will come sooner or later. She also believes that there is no problem in her decision to choose "big infrastructure" as the core theme and to hold a heavy position.

Just when she and Yu Xiaolu were discussing further improving the trading strategy and further increasing their holdings of the main line chips of "big infrastructure".

As market time progresses further...

In the evening, good news about the "Maritime Silk Road in the New Era", "new urbanization construction", and domestic real estate also arrived as expected.

There was also the U.S. stock market which plummeted late at night last Friday and had a profound impact on the domestic market trend.

Just as many people expected before the market opened, it opened with a slightly lower opening, and finally continued to make a strong rebound, significantly correcting the sharp drop last Friday and giving market investors the view that the market will further set new historical highs in the future.

And after the U.S. stock market closed, after-hours stock index futures continued to rise.

The external market has swept away the gloom of last Friday and once again pulled out a trend of bald and barefoot big positive lines.

When the next day, Tuesday, August 8rd arrived.

The market has not yet officially opened, but the pre-market bullish sentiment has already begun to soar rapidly, and countless investor groups are eagerly waiting for the opening to increase their positions and go long.

(End of this chapter)