Rebirth of the Investment Era.

However, in a generally higher market situation.

Adjusted in the intraday yesterday, the popular main lines of the market, such as 'infrastructure' and 'military industry', which were hit by a lot of big capital selling, were obviously weaker than the market. Open flat, or open low, the disk selling pressure is still not small.

Of course, even if the selling pressure on the disk is not small.

But there was no panic selling.

This shows that the overall investment sentiment in the market is still relatively good.

Faced with such an opening situation in the market, although the index and most stocks in the two cities opened higher, but for the core main lines of the market such as the concentrated holdings of 'infrastructure' and 'military industry', as well as those surrounding the 'Eurasian Economic Belt', 'New Era Road, For many capital groups who speculate on market concept themes such as the "Maritime Silk Road" and "Reform and Restructuring of Central Enterprises and State-owned Enterprises", this opening situation is obviously not as good as expected.

At the same time, seeing that the opening performance of the main lines such as "technological growth", "big consumption" and "big finance" was far stronger than that of the main lines of the market such as "infrastructure" and "military industry", there are more and more people inside and outside the market. Many investors have also begun to realize that there may be a "high-low switch" market trend in the market.

So, after the market officially opened.

There are more and more funds, abandoning the core stocks of the market such as 'infrastructure' and 'military industry', and further converging on the main lines of 'technological growth', 'big consumption' and 'big finance', and this has also caused ' The corresponding individual stocks of the market's popular main lines such as "infrastructure" and "military industry" were further under pressure.

Under this situation change.

At 9:35, it was only 5 minutes before the official opening of trading.

'Infrastructure', 'military industry' and other popular main line areas of the market, a large number of popular stocks and concept leading stocks have exploded and plummeted rapidly.

And the rapid decline of these popular stocks.

It also dragged down the index in an instant, so that when the Shanghai stock index opened for a short period of time, it only went up for a minute, and then turned around and went straight down, swallowing all the gains in the high opening, and fell into the water in lightning.

"Damn it, there's such a huge amount of energy, and there's nothing bad about it. Why are the core stocks in the market, such as 'infrastructure' and 'military industry', killing so fiercely as soon as the market opens?"

Faced with the rapid changes in the market trend, investors who gathered on the online stock discussion platform expressed emotion.

"Funds are crazily flowing into some low-level mainline and concept sectors!"

"I feel that in the market trend, the trend of switching between high and low is obvious!"

"Today should be a day when low-level stocks make up for the rise, and the popular main lines of the market such as 'infrastructure' and 'military industry' continue to adjust?"

"What's the matter, yesterday's high-level chasing ticket has lost almost 10 points. Is this asking me to cut the meat? Should I cut it or not?"

"Hey, the main funds seem to be quickly escaping from popular themes such as 'infrastructure' and 'military industry'."

"Is President Su throwing such a fierce amount of energy?"

"Probably not. It feels like I didn't get any meat after chasing it yesterday, but instead lost a lot of short-term funds."

"Hey, let's sell a part first. I feel that the popular main lines of 'infrastructure' and 'military industry' are clearly entering the adjustment stage."

"However, the low-level main lines of 'technological growth', 'big consumption', and 'big finance' obviously did not form a unified force of funds. I feel that there are still great differences in the choice of funds in the low-level main lines. At this time, we need to intervene in these low-level The main line, the risk is not small!"

"Hey, it feels like the board is a mess."

"Indeed, all sectors are chaotic, and the funds in the market are very different."

"But the logic of making up for the increase at a low level should be correct, right?"

"A lot of stocks have made up for the increase yesterday, right? At this time... if you use the core main line chips such as 'infrastructure' and 'military industry' to chase some concept stocks that have made up for the low price, I feel that you will be slapped back and forth."

"The point is, it's a loss if you hold it!"

"Out of the mainline core stock chips such as 'infrastructure' and 'military industry', I don't know what to buy when I go out."

"Indeed, I still choose to lie down and pretend to be dead in the main line fields such as 'infrastructure' and 'military industry', waiting for the market to fluctuate and waiting for the main force to wash up."

"Shouldn't it be too deep?"

"It's hard to say, 'Infrastructure' and 'Military Industry' are the most popular main lines in the market, and today's efforts are really ruthless."

"Fuck, Huaguo MCC can kill 5 points."

"Tianshan Cement and Beijiang Communication Construction can still kill 7 points."

"Damn, it's lying down. The main force is really ruthless. It's completely unnecessary to sell it at this time."

"The line of 'technological growth' is growing quite fast. Both LeTV and Huayi Brothers bucked the trend and rose by more than 3%. The branch line of 'film and television media' will not make a comeback, right?"

"Don't look at the current rise, it is true that there is continuity."

"There should be, right? LeTV and Huayi Brothers have been adjusted for a long time."

"Look again, look again... I don't believe in the line of 'technological growth', can it come out at this time?"

"Funds from all walks of life are indeed flowing into the concept of the low-level main line, but in terms of the choice of direction, there are indeed quite big differences."

"To supplement the rise of oversold stocks, there should still be a winning rate today, right?"

"Looking at the current market trend, it is indeed possible to make up for the low price of oversold stocks, but I don't know if the market will change in the future!"

"Whatever it is, let's talk about LeTV first."

"As long as the market changes from high to low and the Shanghai Index adjusts, the ChiNext Index will probably rush out? And as long as the ChiNext Index can rise, then 'LeTV', the core component stock of the ChiNext Index, will definitely be able to rise. Buying this check at this time, there is a high probability that you will not go wrong."

"I'm also doing Huayi Brothers, to verify and verify this logic."

"I'll take a look at the Shanghai Construction Engineering check first. I always feel that...the core main lines of the major markets such as 'infrastructure' and 'military industry' still have not finished their market."

"No one said that the core market of the major markets of 'infrastructure' and 'military industry' is over."

"Everyone agrees that the market of these major mainlines will definitely continue to develop upwards, that is, the current adjustment... It should be difficult to avoid. After all, after such a long period of continuous skyrocketing of the core mainlines of these major markets, the market's The accumulation of profit taking is already quite heavy, if these profit taking chips are not cleared, how will the main line go?"

"It makes sense, but the other main lines don't have financial synergy and strong anticipation effects!"

"According to the market trend of the previous two trading days, I feel that it is definitely a trap to chase low-level mainline popular stocks at this time."

"Let's see again, the market will tell us the answer."

Amidst the heated discussions among the crowd...

Unknowingly, the market trading time has entered around 10 o'clock in the morning.

In terms of the market performance of the two cities, the popular main lines of the market such as 'infrastructure' and 'military industry', as well as the corresponding popular concept stocks, after the rapid explosion in the early stage of the market, are now in a relatively low underwater position in the market. Shock, the decline will no longer expand.

And as the market's popular main line adjustment, the low-level main line for supplementary gains, and its related concept sectors.

However, in the process of pulling upwards, the disk surface bears the force, but it is obviously getting weaker and weaker when it cannot form a consistent resultant force.

Especially the main line of 'technology growth'.

Its related "smartphone industry chain", "Internet software", "film and television media" and other sector stocks, as well as the sector concept index, in the process of pulling up, after a short period of heavy volume, fell into a shock of rising and falling The pattern continued to bury a group of intraday chasing funds.

Seeing that the market is still unable to form a relatively consistent 'high-low switching' market.

At this moment in Shanghai, inside Yinghui Fund Company, in the trading room of the 'Yinghui No. 2' fund, Shao Xiaoyun, the fund manager who has adjusted and gathered the main positions of the fund in the direction of 'technological growth', sighed helplessly. In a low tone, he said: "Damn, this group of funds in the venue are really headless chickens, running around, obviously the line of 'technological growth' is the most fully adjusted, and the expectations are relatively strong. At the same time, 'infrastructure' and 'military industry' Under the impact of profit-making, these major market hotspots have basically opened up space in the short term, but they have never been able to form a joint force."

Sitting next to Shao Xiaoyun, Liu Changling, the leader of the trading team, also responded helplessly: "The market diverges too much. I feel that without further stimulation from the macro news, it will be difficult to form a synergy naturally."

"The key is that there are big differences, but there is nothing wrong with it." Shao Xiaoyun said, "The main reason is that some of the funds in the venue are doing low-level switching. If you can't pull out a core line that everyone can agree with, it will open up the market situation and further gather market funds. And emotions converge to the low main line.

Then, it is foreseeable that a lot of funds will go wrong.

It will also return to the popular main lines of the market such as 'infrastructure' and 'military industry'.

This is completely detrimental to us!
After all, once the funds of all parties in the market continue to flow back to the popular main lines of the market such as 'infrastructure' and 'military industry', then these low-level main line concepts that have just improved a little bit may usher in another wave of obvious blood-drawing effects. I am afraid that funds will be further siphoned. "

Liu Changling nodded slightly, and said helplessly: "This is a foreseeable thing, but unfortunately our fund's capital volume is too small, and at the same time, it does not have as much market influence as an institution like the 'Yuhang Department', so it cannot drive market investment alone. Therefore, it can only passively follow the market trend.”

"Hey..." Shao Xiaoyun frowned and sighed.

And at this time, at the same moment.

In the trading room of the main fund next door to the discussion room between the two of them.

Liu Guanhai, the fund manager of the 'Yinghui No. 1' fund, stared at the markets of the two markets, his brows were also wrinkled, and he didn't speak for a long time.

Different from the 'Yinghui No. 2' fund's 'high-low switching' low position adjustment strategy.

At the current stage, the main holding chips of the 'Yinghui No. 1' fund are still concentrated in the core hot lines of the market such as 'infrastructure' and 'military industry'.

After all, Liu Guanhai used to be smart enough to predict market trends.

In the market trend in June, he stepped on the wrong market rhythm back and forth, and was beaten back and forth by the market, resulting in a crazy retracement of the fund's net value.

So, after this lesson.

He no longer takes the initiative to predict the market situation, but is only willing to passively follow the market trend to hold positions and make trading opportunities on the right side.

And it is because of his persistence during this period of time, and not being moved by the market turmoil, that he has just reaped a large amount of profits from the continuous surge of the popular main lines of the 'infrastructure' and 'military industry' markets, which made the original stock market suffer a sharp retracement. The fund products have returned to the new high position of net value.

"President Liu, what's the matter?"

Feeling that Liu Guanhai's expression was different, Yu Lei, the head of the fund trading team, couldn't help asking.

Liu Guanhai looked up at Yu Lei, regained his senses, and responded: "I feel that the market has indeed some traces of a 'high-low switch' trend, and at the same time look at the 'infrastructure', 'military industry' and other popular main lines of the market in the past few days. The stock price trend of core stocks and concept leading stocks in the field, as well as the performance of the market, indeed have a lot of main funds, which continue to sell and carry out selling and profit-taking operations.

Such a trend shape, as well as the performance of the disk.

I am worried that once the market forms a "high-low switch" market trend, then the funds in the core main line fields of the major markets such as "infrastructure" and "military industry" will further flow out, and they will undertake and snap up some low-level main line chips!

If the market changes according to this trend, if we do not adjust our positions in time to respond, it is very likely that we will lose the market opportunity again, and may encounter a relatively large retracement, and at the same time miss the new main market Development.

But I am also worried that after we adjust our positions and switch our investment strategies, the funds from all walks of life in the market will be on these main lines at low levels.

There has been no consistent expectation and financial synergy.

As a result, the low-level main lines could not come out, and then various funds flowed back to the popular main lines of 'infrastructure' and 'military industry', which further pushed up the stock prices of these main lines.

In this way, we will also lose our chips and miss the market.

Thinking of the changes during this period, it is always difficult to make a choice in my heart, all... a little distressed. "

Yu Lei listened to Liu Guanhai's words, pondered for a moment, and said: "We have suffered this kind of loss many times before, and my suggestion is that we should still not move, hold positions and see the subsequent changes in the market. At this time, the market Trends, as well as market rotation switching are relatively chaotic.

At the same time, the funds of all parties did not form a unified force in the same direction.

Let’s talk about the areas with the strongest financial synergy.

Undoubtedly, at this time, the major markets of 'infrastructure' and 'military industry' are still the hot main lines.

In this way, as long as there is no obvious change in the field of the strongest synergy of funds, other low-level main lines, no signs of sustained profit-making effects and synergy of funds, and no obvious opportunities on the right side, then I think...we should stick to the previous Strategy, no matter how turbulent the market is, we are as immovable as a mountain. "

"Okay!" Liu Guanhai actually hesitated in his heart, but in general, he was still inclined to the strategy Yu Lei said, his complexion improved slightly, his eyes became brighter, and he said with a smile, "Then let's do it again." Hold the position and wait to see how the market will go next and how it will change.”

After finishing speaking, Liu Guanhai turned his attention to the big market screen in the trading room again.

Continue to focus on observing the follow-up market changes in the market.

I saw in his observation...

With the passage of market trading time, when the low-level main lines of "technological growth", "big consumption" and "big finance" have never been able to create a high intraday space, nor can they gather the main funds inside and outside the market to work together, let alone attract a large amount of funds. When the group of retail investors following the trend concentrates on following the market in one direction.

When the trading time advances to close to 11 o'clock in the morning.

Mainline hot stocks such as 'infrastructure' and 'military industry', which had been strongly sold off by a large amount of funds at the beginning of the session, rebounded strongly at this time, quickly recovering the intraday losses set in the early session.

In addition, the main capital groups in the two cities have begun to move from a large number of low-level main-line fields and related core concept stocks to the core of popular main-line fields such as 'infrastructure' and 'military industry' on a large scale. Stocks and concept leading stock for backflow!