Rebirth of the Capital Legend

In particular, in addition to the vast group of retail investors, among the main groups of speculators, the inner views of many market speculators are actually still biased towards the positive side.

Among them, the 'Yuhang Group' is the main group of hot money.

Zhao Qiang, the core investor in the group, stared at the disclosed Dragon and Tiger List data for the two markets, especially the data for Beijiang Communications Construction. He smiled and said, "Beijiang Communications Construction is likely to be the next core concept leader in the two markets. Today's Dragon and Tiger List data, including the buying and selling data for this stock, is clearly better than expected. Based on this list data, this stock is likely to accelerate its limit up tomorrow."

"Well, the combined force is indeed very strong." Lao Qian in the group took over and said, "But I feel that the initiative of the major infrastructure sector is not very good today. The fact that it can maintain its basic upward trend is still driven by the major infrastructure sector in the Hong Kong stock market. So whether Beijiang Communications Construction can perform well depends on the specific trend of the sector. If the sector trend does not cooperate, I feel that continuing to hold Beijiang Communications Construction stock still has certain risks."

"The major infrastructure investment theme certainly wasn't proactive enough today," Zhao Qiang said. "But the Hong Kong stock market's major infrastructure investment theme, especially the real estate sector, which is home to a large number of domestic real estate stocks, has been able to maintain this level of strength. This is enough to demonstrate the market's broad short-term capital group's positive feedback on the overall major infrastructure investment theme. I don't think the sentiment behind this trend has completely subsided. Although this trend lacks some initiative today, the actual subsequent trend should not be a big problem and can continue to carry the baton."

"Relatively speaking, is Tianci Materials a better stock?" asked Lao Qian in the group.

Zhao Qiang pondered for a moment and responded, "I don't think so. Tianci Materials' stock performance today, as well as the feedback from the list, is indeed quite good. However, in terms of market attention and market activity, it doesn't seem to be as high as Beijiang Communications Construction. Furthermore, despite the new energy industry chain's rise today, the overall trading volume is actually quite exaggerated. The divergence in the market is more serious than expected before the market opened."

"For the new energy industry chain, the past two trading days have seen a continuous upward trend with shrinking volume," Lao Qian said. "Now that profit-taking is underway and volume is increasing, this should be a reasonable change, right?"

Zhao Qiang said: "Although it is reasonable for profit-taking to increase the trading volume, this volume is too large. I feel that it is a bit abnormal."

"Brother Sun, what do you think?" Lao Qian turned his gaze to Sun Chengyu.

Sun Chengyu pondered for a moment and responded, "Overall, today's market is in a state of adjustment. Given the weak index trend, the performance of the new energy industry chain today is indeed relatively in line with expectations. However, within this sector, the trading volume of some leading stocks in the weighted industries is indeed a bit high, and the market divergence is too strong.

For these industry-leading stocks with excessive trading volume and too much market divergence.

The subsequent trend is unlikely to be too optimistic.

However, as the strongest concept sector in the new energy industry chain, the sentiment in the lithium battery concept sector is still relatively good.

Whether it is Tianci Materials, Dofluoro, Ganfeng Lithium, Tianqi Lithium and other stocks.

There is no obvious loosening of chips on the board.

As the strongest concept theme sector in the main field of the new energy industry chain, generally speaking, the loosening of its chip structure and the weakening of its money-making effect are obviously later than other concept sectors in this main field. At present, other concept sectors in this main field have just begun to enter the stage of divergence, and the market sentiment has just entered a recession.

In this situation, the lithium battery concept theme sector.

It is highly likely that it can still support one or two trading days, that is to say, as long as the performance of major indexes in tomorrow's market trend is not too bad.

Therefore, the lithium battery sector will most likely be able to maintain a relatively good profit-making situation.

As for the stock of Tianci Materials, it is the short-term leading stock that has been focused on by various short-term funds in the entire lithium battery sector today and has been jointly created.

The expected trend for tomorrow is likely to be an accelerated limit-up trend.

If it falls short of this estimate, it would be a sign of weakness for the stock.

Compared with the stock of Beijiang Communications Construction, I do think that the current speculative gaming space for the stock of Tianci Materials will be larger.

Regarding the major infrastructure sector, the Hong Kong stock market performed well today.

However, the overall main sentiment does seem to be at the end of its strength. The chips of many core leading stocks in the major infrastructure main line areas are gradually loosening.

Judging from the trends of its major core leading stocks...

This line can be clearly perceived. The large number of profit-making main capital groups gathered in the early stage have already seen their expectations realized and are gradually reducing their positions to take profits and withdraw.

In other words, compared with the rising momentum, the current sentiment in the main areas of the new energy industry chain is still in an upward cycle.

Judging from the sentiment feedback on the major infrastructure line, it has begun to enter a recession cycle.

I am not saying that the long-term market trend of this line is likely to end. As far as the short-term trend is concerned, at the current position, there is a high probability that there will be no more good space.

If this line is to continue the previous extremely strong trend.

It is highly likely that this will require support from the positive third-quarter performance reports of the leading stocks in major industries within this line.

However, the general disclosure of the third quarter performance report is still more than a month away.

In other words, during this one-month news vacuum period, the overall trend of major infrastructure projects is likely to be a strong and volatile one.

Of course, the core main line is expected to move in the same direction.

The process of shifting from the previous continuous breakthrough trend to a strong sideways fluctuation trend is heavy.

There will definitely be some core concept stocks in this main field that will continue to set new highs and continue to generate money-making effects.

But it is undeniable that when the market trend enters this situation and process, the differentiation situation in the entire main market performance will definitely accelerate.

In other words, the performance of the sector will not be that good.

Compared with the new energy industry chain line, in terms of the sentiment feedback of concept leading stocks, the concept leading stocks in the large infrastructure line cannot form a strong resonance relationship with the sector, while in the field of new energy industry chain line, the corresponding concept leading stocks can continue to form a strong resonance relationship with the sector trend.

So, if it were me... in choosing between the two stocks, Beijiang Jiaojian and Tinci Materials.

I will first take over the chips of Tianci Materials stock. As for Beijiang Communications Construction stock, it’s not that I am not optimistic about it, but I think the certainty is not that high.

However, the current market trend.

After the hype of Huawen Online's stock ended, when the attention of the market's vast group of short-term investors focused on Beijiang Communications Construction's stock.

Logically speaking from another perspective, Beijiang Communications Construction is indeed the only stock in the entire market with the highest turnover and consecutive trading limits. As long as tomorrow's market sentiment is not too bad and as long as tomorrow's major infrastructure project as a whole does not suffer too bad losses.

So, with the profit-making effect that this stock has already achieved and the help of the hot market sentiment.

This stock still has the possibility of hitting the daily limit tomorrow, and there is a probability of acceleration.

However, even if this stock can still hit the daily limit tomorrow, and can accelerate the limit with shrinking volume, it is not a good speculative buying point. It can only be said to be a feast for shareholders.

In fact, in addition to the large-scale infrastructure line, there is also the new energy industry chain line.

Except for the two stocks of Beijiang Communications Construction and Tianci Materials.

Today's trend in the smartphone industry chain actually exceeded expectations.

Originally, I thought that this line would most likely fall into an adjustment trend and its profit effect would decrease rapidly due to the divergent expectations on this line of the new energy industry chain and the siphoning of liquidity from other main market sectors and a large number of short-term active capital groups.

But I didn't expect that this line would be in this situation today.

At the same time, even when the major market indices were performing extremely poorly, it was able to withstand the selling pressure and maintain a relatively strong profit-making effect. Judging from the closing results, the trends of stocks such as Changying Precision, Ofilm Technology, Goertek, and Lixun Precision... were all quite good.

Moreover, regarding the performance of Changying Precision's stock...

It is quite rare that the funds of the 'Fushan Group' have locked up their positions in this stock.

It feels like the 'Fushan Group' funds have decided to focus on guiding the hype line. Moreover, with the expected good news coming from the upcoming Apple new product launch, the Apple industry chain does have a strong motivation for hype, as well as corresponding hype expectations.

Furthermore, there is a high probability that these are leading stocks in related industries that have entered the Apple industry chain.

The performance in the third quarter will not be too bad.

Compared with other market main lines, the fundamentals of this line are solid enough, and funds dare to intervene deeply and continue to speculate.

Another thing to compare is the line of large-scale infrastructure.

The relative position of the smartphone industry chain, especially the Apple industry chain, is still very low.

The relative position is low enough, and the relative positive expectations are relatively certain.

Then, it will be difficult for this line not to be noticed and hyped by funds. From this perspective... Changying Precision stock is also likely to become the leader in subsequent turnover and daily limit increases.

Moreover, at present, the expectations of the majority of investors in the market for this stock are not very high.

Not many people are optimistic about this stock.

This shows that this stock, as long as its subsequent performance slightly exceeds expectations, can generate strong profit potential and attract more attention from short-term investors."

"Well, Brother Sun, your analysis is still good." Old Qian said with a smile, "I also think that overall, the future expected trend of Tianci Materials stock is stronger than that of Beijiang Communications Construction. As for Changying Precision stock... I still find it difficult to continue to be optimistic about stocks dominated by the 'Fushan Group'. After all, the market structure of this capital is indeed very limited, and it is difficult to continuously lock in positions and guide the market."

"That was certainly the case with the 'Fushan Group' in the past," Sun Chengyu said. "But recently, it seems the trading style of the 'Fushan Group' has been changing along with the market. It seems the 'Fushan Group' is no longer engaging in overnight arbitrage."

Zhao Qiang looked through the recent records of the Fushan Group stocks that had appeared on the Dragon and Tiger List of the two stock exchanges and said, "Brother Sun is right. Recently, there have indeed been very few overnight arbitrage sales of the Fushan Group stocks that have appeared on the Dragon and Tiger List. The holding period seems to be gradually increasing, but generally, it still doesn't exceed a week."

Sun Chengyu said: "Everyone should not have any prejudice against the 'Fushan Group'. Admittedly, compared with other short-term speculative funds in the market, especially compared with the trading style of Mr. Su's 'Fuxing Road', the 'Fushan Group's' speculative funds are very limited. But we have to admit that this group of funds is far more sensitive to market themes and changes in the main market trends than other short-term speculative funds in the market. Otherwise... this group of funds would not be the top speculative funds in the market. Although everyone may criticize it, there is no doubt about its vision for discovering stocks.

Looking at the many hot stocks in the market in the past, how many of them were discovered by the "Fushan Group"?

I believe there are quite a few of them, right?
Therefore, when we trade, we cannot wear tinted glasses. We must look at it calmly and fully analyze the market.

Preference for personal seats is a behavior only possessed by retail investors.

In fact, the continued strengthening of the smartphone industry chain is real. It continues to siphon off various short-term capital groups in the market. A large amount of funds continue to intervene in the smartphone industry chain. These are also real things that have happened in the recent market trends.

We need to see this and follow the trend of market changes in a timely manner."

"Brother Sun is right." Zhao Qiang nodded slightly. "My mindset is still immature. Indeed, I need to calmly observe the movements of each major market fund and not have obvious personal preferences. After all, no matter which fund enters the market, the ultimate goal is to make money, to gain profits from the market. The 'Fushan Group' dares to concentrate such a large-scale position in the 'smartphone industry chain' and is rare in its willingness to continue to lock in positions. Their ambitions must be very significant and worthy of our attention."

"Yes," Sun Chengyu said. "Unfortunately, apart from Changying Precision, the other core Apple-related stocks haven't been listed on the Dragon and Tiger lists of the two stock exchanges today. Without specific trading data, I wonder what the 'Fushan Group' funds are doing with the other stocks."

Old Qian responded, "Since the 'Fushan Group' has chosen to lock in its position in Changying Precision, it's likely that the same funds haven't left the other stocks either. Moreover, looking at Goertek, OFILM, Lixun Precision... the trading volume today is significantly lower than yesterday. This trading volume doesn't seem like a large-scale exit by the major speculative funds that entered earlier." (End of Chapter)