When the Shanghai Stock Index breaks through like a rainbow.

Similarly, the Shenzhen Stock Exchange Index and the ChiNext Index also rebounded sharply today, closing higher by more than 2%.

Moreover, the two cities' total transaction volume was 93.2 billion, approaching the 100 billion mark. All industry sectors in the market fell. Among them, the core industry sectors in the infrastructure field such as 'building decoration, building materials, steel, and real estate', which led the gains, increased by more than 100 billion.

Above 5%, individual stocks within the sector have also set off a trend of daily limit.

In terms of concept sectors, the concepts of ‘state-owned enterprise reform’ and ‘Shanghai Free Trade Zone’ led the gains.

The two major concept sector indexes both rose by more than 4%, among which the 'state-owned enterprise reform' concept sector rose by 4.78%. More than 11 stocks in the sector had their daily limits closed, and more than 15 stocks hit their daily limits during the session.

In addition to strong performance indexes, industry sectors, and concept sectors.

As for the popular stocks in the two cities, the money-making effect has also soared. Compared with yesterday, and even during the previous trading period, the volumes have increased significantly.

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Among them, the popular stocks in the main direction of "infrastructure".

MCC, China Railway, Bayi Steel, China Fortune Land Development, and Kumho Group achieved two consecutive daily limit increases in both volume and price; Conch Cement, Shanghai Construction Engineering, Pudong Construction, Shibei High-tech, Waigaoqiao, and High-tech Development

A number of stocks were heavily scrambled by major funds, and their daily limits were sealed at the close of trading; Huaguo Construction, Huaguo Communications Construction, Huaguo Railway Construction, Huaguo Baosteel, Wuhan Iron and Steel Co., Ltd., China South Locomotive and Rolling Stock Locomotive, China North Locomotive and Rolling Stock Corporation, etc.

A number of blue-chip large-cap stocks have increased by more than 5%, and their trading volume has exceeded 100 million. The trading volume on the market is active and the volume has increased significantly, showing an extremely strong state.

Popular stocks in the main direction of the concept of 'state-owned enterprise reform'.

Stocks that are strongly related to the main line of "infrastructure" and whose company's business is in the "infrastructure" field, as well as stocks with the same concept of "Shanghai Free Trade Zone", have been attacked by powerful funds, such as Beixin

Luqiao, Shanghai Sanmao, Wanqi Enterprises, Shanghai Steel Federation, Huagong International and other stocks all have large orders that have sealed their daily limits, and the strong status can be seen at a glance.

Of course, with the two core themes of 'infrastructure' and 'state-owned enterprise reform' being frantically pursued by major funds and massive increases in positions, the two major early stages of 'mobile Internet' and 'smartphone industry chain' in the direction of the small and medium-sized board and GEM are

A number of "hot growth stocks" in the main field have passively risen a lot today due to the collective recovery in market sentiment and the effect of funds following the trend. However, judging from the overall market outlook of many popular stocks, they are still in a weak state.

Among them, especially the major areas of ‘media, mobile games, and Apple industry chain’.

Related core popular stocks, such as LeTV, Huayi Brothers, Changqu Technology, Hua Qingbao, Goertek, Lexun Precision, Xinwei Communications, etc., have all lagged far behind the major indexes in terms of growth, and have barely rebounded.

With an increase of about 1%, and the overall trading situation, with the year-on-year increase in transaction volume, large funds have completely shown a net outflow.

Therefore, it seems that the two cities have a comprehensive surge and a strong rebound.

In fact, the strong and weak styles are still very distinct.

Judging from the closing results, the active funds in the two cities, as well as the incremental OTC funds that follow the trend, whether large funds or small funds, the main direction of convergence and pursuit of fields is to have a sustained profit-making effect. In terms of future investment logic,

It has two core themes of 'infrastructure' and 'state-owned enterprise reform' that can reverse expectations.

As for the small and medium-sized board and the GEM, which were hyped by various funds last year with slogans such as 'new economy, new future' and 'growth alternative value', the two core main areas of GEM are 'mobile Internet' and 'smartphone industry chain'.

, but currently there are obvious signs of being abandoned by the main market funds and obviously weaker than the market.

Faced with the closing results of the two cities...

All investors in the two cities, whether they are retail investors, hot money groups, or institutional groups, are extremely excited and even excited.

After all, this is the first time this year that the Shanghai Stock Exchange Index has posted a 3% increase.

This is also the first time that the Shanghai Stock Index has stood on the 20-day line with a strong positive trend, showing a clear rebound trend.

Similarly, this is also the first time this year that the transaction volume of the two cities has reached the 90 billion mark, approaching the transaction volume last year when the market fell from its high level.

"Haha, with Big A's trend today, I am finally feeling proud!"

In the rare atmosphere of making money when the market surges, some people on the online stock discussion forum expressed excitement.

"With two consecutive days of heavy volume and strong positive lines, the market has definitely bottomed out, and... today's market wash is really awesome. I don't know how many unsteady investors have been washed away."

"Hey, I was wiped out, but I saw that the trend was wrong in the late trading, and I recovered my position at a high level!"

"That wave of diving half an hour into the morning session was really scary."

"Looking at it now, that dive is simply the best buy of the whole day!"

"Looking after the market close, that wave of diving was naturally the best buying point of the day, but at the time... who would have thought? I was scared to death at the time, but at least I held it back and didn't sell the position I chased yesterday. Otherwise, today

I’m afraid I’ll be mad to death.”

“They all say that holding shares requires faith!”

"The areas that 'Fortune Road' focuses on are generally right."

"Yes, if you are afraid of following Mr. Su's seat operation, then it is better to stop speculating in stocks as soon as possible."

"Two consecutive big positive lines have broken through. This round, the Shanghai Stock Index cannot reach 2,200 points. Is it simply impossible?"

"I haven't said anything yet, the pressure level of 2200 points will definitely be broken this round!"

"If the Shanghai Stock Exchange Index breaks through 2,200 points, even if it breaks through the large shock range from 2,000 to 2,200 points again, then... I am afraid that the follow-up space will be opened."

"I feel that there should be no problem at 2200 points. However, whether more space can really be opened up in the future, I feel that it still depends on the continuity of the two core main lines of 'infrastructure' and 'state-owned enterprise reform'. If the main funds are determined

Gao Yuan can really use these two main lines to open up market space. The high point of the Shanghai Stock Index last year, which is 2,500 points, can probably be seen. After all, the two core main lines of 'infrastructure' and 'state-owned enterprise reform' are closely related to

The correlation between blue chips is too strong, and blue chip riots can increase the index very quickly!"

"If it can really reach 2,500 points, the space will be huge."

"Indeed, when the Shanghai Stock Exchange Index reaches 2,500 points, the two core themes of 'infrastructure' and 'state-owned enterprise reform', the hot stocks, will at least double their prices, right?"

"I'm afraid it won't stop. I feel that these two core main lines will definitely lead to more than one monster stock."

"Beixin Luqiao, Shibei High-tech, Waigaoqiao, and Shanghai Sanmao, these checks definitely have the potential to be monster stocks, especially Beixin Road and Bridge. This check is the only one-word daily limit stock in the market today, and this check

There have been quite a few changes of hands on the daily limit board today, so there should be no surprises on the third board tomorrow."

"But judging from the emotional impact of individual stocks on the market today, it is obvious that Shibei Hi-tech, China Railway, and Huaguo MCC are the backbone of the market sentiment. Of course, Waigaoqiao is not bad either, and Shanghai Sanmao

, more like the leading stock in the direction of the 'Shanghai Free Trade Zone' after emotions diverge."

"The leading positions of the two main lines of China Railway and China Metallurgical Corporation are naturally beyond doubt."

"As for Shibei High-tech, the trend today is indeed very strong, and the popularity and popularity are indeed very high, but I think Beixin Road and Bridge has a greater chance. After all, there is the blessing of Mr. Su's 'Fusheng Road' seat, and Beixin Road and Bridge's plate ratio

Qi Shibei High-tech Zone is obviously smaller."

"The specific potential depends on today's Dragon and Tiger ranking data, right?"

"Yes, demon stocks are created after the combined efforts of market funds and are not predicted in advance."

"No matter which one it is, the follow-up market trends, the two core main lines of 'infrastructure' and 'state-owned enterprise reform', should be the most certain."

"There is no doubt about this! Today, the main directions for big funds to increase their positions are these two main areas."

"So the two core main lines of 'mobile internet' and 'smartphone industry chain' in the direction of the small and medium-sized board and the GEM, and even growth stocks, have no chance? Let me go... what institutions yelled before"

What's the logic of market growth? Why does the style change now?"

"Looking at today's trading volume, the increase in Shanghai stock market trading volume is significantly greater than that of the Shenzhen Stock Exchange Index and the GEM Index. I feel that the two early core main lines of 'mobile Internet' and 'smartphone industry chain' in the direction of the small and medium-sized board and the GEM are even '

Growth stock logic, this main line of investment, really has no opportunities for the time being."

“In a bear market, you have to work in areas with the strongest capital concentration in order to make a little money.”

"The Shanghai Main Board has been stronger than the Small and Medium-sized Board and GEM for many consecutive trading days. I think this is an obvious signal of style change."

"Today, a number of stocks such as LeTV, Huayi Brothers, Changqu Technology, and Oriental Fortune are indeed significantly weaker than the market, no matter from the perspective of capital flow on the market, trading volume, or increase. It feels obvious.

If you have been abandoned by the main market funds, you should try to avoid this field, right?"

“A bull stock that has gone out of style is not as good as a dog!”

"The two major directions of the small and medium-sized board, GEM, 'mobile Internet', and 'smartphone industry chain' were heavily speculated by various main funds last year. They have continued to plummet this year. I don't know how much bottom-hunting and high-level funds have been buried.

, these are endless bargaining chips. In addition, the performance of these core popular stocks is based on the high growth rate last year. In the first quarter report of this year, the performance growth rate has obviously dropped a lot, which is not enough to support the excessive growth rate.

The valuation has increased, and the main funds in the market, faced with this situation, are naturally reluctant to pull up.”

"Yes, comparing the two, the opportunity of the motherboard is actually highlighted."

"At the beginning of the year, the market's main funds have not speculated on the small and medium-sized boards, and the two main directions of 'mobile Internet' and 'smartphone industry chain' in the GEM direction. However... everyone has seen the result, and expectations have been overdrawn.

The room for performance imagination is also declining. Coupled with the heavy hold-up, continuing to speculate in this direction will not drive market sentiment at all, nor can it gather money-making effects. Moreover, the market has not seen any new benefits in this regard recently. "

"The listing of Ali Baba should provide certain positive support for the two main lines of 'mobile Internet' and 'smartphone industry chain'. However, this will have to wait until the news is released, and the market will probably not show it. Now we are involved..."

It’s still a little too early.”

"There is no need to analyze too much logic. In short, wherever Mr. Su's 'road to wealth' goes, we can just speculate accordingly. No matter how much analysis we do, our understanding of the market will not be better than that of large asset managers gathered by long market analysts."

Institutions are smarter. As long as they see where big funds continue to gather, they can probably judge where the market may be."

"Yes, yes, just follow the 'Fortune Road' to speculate. You really don't have to think so much."

"One analysis is as powerful as a tiger, one glance at the operation is two hundred and fifty, think about it carefully...it is really useless to analyze so much!"

As time goes by, after the closing results are released, investors in the entire market are having heated discussions. Everyone has increasingly clear views on the market outlook, and at the same time they are becoming more and more confident.

"In this market, it is not uncommon for one big positive line to change the long and short view, and two big positive lines to change the belief." When the majority of investors in the market were reviewing the trading after the market and having heated discussions, Yan Yan

Liao Guanghua, general manager of the proprietary investment department of Huashang Securities in Beijing, briefly browsed the hot topics related to stocks on the Internet and said with emotion, "The market sentiment is picking up much faster than imagined!"

Standing next to Liao Guanghua, Zhang Guangnian, chief analyst of Huashang Securities Market, responded with a smile: "What does this prove? It proves that what the market is currently lacking is not good news, funds, performance, expectations and the like, but confidence and making money."
To be continued...