"I guessed the market correctly, but I didn't guess the individual stocks."

After the close of the market at noon, inside Zexi Investment, in the trading room, Xu Shen looked at the market helplessly, and said with emotion: "I really didn't expect that the hype of the market deepened and actually developed in these directions." ”

Yesterday, and even the day before yesterday, he added a large number of positions in the core stocks of the 'Shanghai Free Trade Zone', as well as the more core concept stocks in the early stage.

However, the results ......

Today, stimulated by the resumption of trading in Waigaoqiao, the market did choose the line of 'Shanghai Free Trade Zone' to continue the speculation.

It's a pity that I didn't choose those popular concept stocks in the early stage.

So that his large-scale speculation to increase positions completely failed?

It accurately predicted the change of the main line market, but completely avoided almost all the concept stocks that were attacked by funds on a large scale under the main line market.

This is more uncomfortable than not predicting the change in the market and not increasing the position.

It's as deplorable, helpless, and frustrating as a person buying a lottery ticket and missing out on the jackpot.

"Indeed, no one expected that the funds would attack in these directions beforehand." Zhou Kan stood beside Xu Shen, and he was also very helpless in his heart, "The core concept stocks, these funds are not speculated, but those stocks whose concepts are not very pure and whose fundamentals have nothing to do with the 'free trade zone'." ”

"More outrageous ......"

"It's really incomprehensible that the whole industry of real estate, logistics, and ports, as well as the changes in local stocks in places like Yuzhou and Jinmen."

"The top-level design plan of the free trade zone, how can it be approved?"

"Even if in the future, these two places have expectations in this regard, but at this moment, the plan of the 'Shanghai Free Trade Zone' has just come down, and it is too anxious and too nonsensical to speculate on the concept of free trade zones in these two places, right?"

"And those stocks that are the relationship, have no performance, and have no fundamentals, these guys are also worthy of being called 'Shanghai Free Trade Zone' concept stocks? It's ......."

"Overall, today's market is a bit nonsensical and completely unexpected."

"Fortunately, the logic of the two checks of Shanghai Trade and Shanghai-Hong Kong Group has been unanimously recognized by market funds, and it is still strong today."

"It's the check ...... Waigaoqiao"

"It's a shame that we didn't snipe ahead of time, and we didn't have any chips on this stock."

Xu Shen listened to Zhou Kan's slightly complaining voice, pondered for a moment, and said: "It can't be said that the market is speculating, careful analysis, or can clarify the logic and reasons why the main funds in the market avoid the more core concept stocks, and gather to the non-core marginal low-level concept stocks and the new concept stocks that are deadlifted, and even the concept stocks in the free trade zones of other two cities, and the low-level stocks suitable for speculation in the core industries." ”

"Actually, now think about ......"

"The logic of such a choice is very simple."

"That is today's change of these stocks, the internal chips are clean, the plate is moderate, the stock price position is low, there is no large-scale profit disk and latent disk, and more or less can be related to the 'Shanghai Free Trade Zone', plus there are Shanghai Trading, Shanghai Hong Kong Group, Waigaoqiao, the three most logical core concept leading stocks to open up new space, resulting in these votes than those popular concept stocks that have been hyped in the early stage, easier to speculate, the profit and loss ratio of the operation is very large, and the relay risk is small......"

"Well, overall, I was too confident before."

"Didn't take that into account."

"But it's not too late."

"Since the main funds in the market do not follow up in the direction we expected before, then we can only take the initiative to adjust positions to follow up with them."

"Today is the first day of the development of the main line of the 'Shanghai Free Trade Zone' to the path of deep speculation."

"These tickets that came out today ......"

"With Shanghai Trade and Trade, Shanghai-Hong Kong Group, and Waigaoqiao taking the lead, and constantly opening up space, it will not be a one-day market, so if you intervene in time now, you can still eat a piece of meat."

"Real estate, logistics, ports."

"New Concept Stocks, Marginal Low Concept Stocks, Local Free Trade Zone ......"

"With the further in-depth development of the market in the future, how will the funds be chosen?"

Of course, although Xu Shen feels a little frustrated at the moment, he still has a trace of happiness beyond expectations for the line of 'Shanghai Free Trade Zone', which can extend so many sub-concepts and drive so many opportunities in so many directions.

After all, the main line market is going deeper and deeper.

Then, it proves that the hype expectation space of this main line, the larger the development time space, the easier it is to make money.

Because the deeper the market develops, it proves that all kinds of funds, on this line, the deeper the degree of involvement, the more difficult it is to exit.

Of course, he still has a hint of joy......

It was he who grasped the leading stock of Shanghai Trade and Trade, increased his position on a large scale yesterday, and continued to increase his position some chips today.

As long as the outer high bridge does not open the board, the main line market will not fall.

He thinks that this dragon head will not fall.

Even if there is no bet in other directions, in the market change, one step slower, with the help of the heavy position attribute of this stock, he can also reap huge profits in this main line of speculation.

With the discussion between Xu Shen and Zhou Kan, and a new strategic plan was made.

At this moment, Yu Hang, Yu Hang Investment, Li Meng, who had finished eating and returned to the trading room, couldn't help but sigh in the case of a simple review of the morning market: "Mr. Su...... No wonder you didn't let us go back and continue to lay out the sub-hot concept stocks of 'Lujiazui, Pudong Jinqiao, Jinjiang Investment, and Shanghai Sanmao ......', but I didn't expect the market to develop in a direction that everyone didn't expect. ”

"Why didn't you expect it?" Su Yu said with a smile, "The attack attribute of short-term funds has always been where speculation has the highest winning rate and the largest profit and loss ratio, so go wherever it goes." ”

"These so-called 'Shanghai Free Trade Zone' concept stocks that are up and down this morning."

"As well as real estate, ports, logistics, these sectors of the limit, the rise of stocks, all have a basic logic, not a random rise."

"Although I can't guess in advance what subdivisions the funds will flow to."

"However, I know that those popular concept stocks that have been hyped in the early stage with general logic will definitely not be the focus of capital after the main line market has developed in depth, after it has generally risen by 30% to 50%, and the chip structure on the floor, the latent disk, the profit disk, and the hedging disk are heavy."

"After all, in this market, even if it is short-term funds, in stocks that are not absolutely popular leading stocks and cannot fully form a market force, they are not willing to carry a sedan chair for the funds in the market and make wedding dresses for others."

"Got it!" When Li Meng heard Su Yu say this, his heart sank and he understood, "It turns out that the so-called market stocks, the worse they are, the more they speculate, this is the principle." ”

Su Yu bowed his head slightly and replied: "All in all, the essence of the short term is the game of risk and profit under the expectation of the main line. ”

"Hmm!" Li Meng nodded, and said, "Then this afternoon, this situation will intensify, right?" ”

Su Yu said with a smile: "Inevitably, the new hype logic, once it is recognized by the market, many funds form a consistent joint force, and the market and sentiment will accelerate." ”

"What about us, how do we do it?" Li Meng asked again.

Su Yu pondered for a moment and replied: "Speculation in the real estate, port, and logistics sectors, speculation in low-level marginal concept stocks, speculation in new concept stocks, and speculation in other regional free trade zone concept stocks...... In these directions, although there is a market, but the main funds in these directions on the target attack, is quite changeable, unless the scope of the layout, otherwise bite today's good stocks, may not be able to reap much profit. ”

"After all, these stocks do not have the core logical support."

"It's just a pig flying on the tuyere of the 'Shanghai Free Trade Zone', which doesn't have sustainability and certainty."

"We don't have much liquidity in our hands at present, and we can't do it with a wide range of layouts."

"So, I have to give up on this direction."

"Compared with these opportunities in the direction, the sustainability and certainty of the two checks of Shanghai Trade and Shanghai Hong Kong Group are higher, with the amount of our funds, biting these two checks, speculating on the whole 'Shanghai Free Trade Zone' market, it is enough, and other marginal lines, do not pay too much attention."

"Okay!" Li Meng replied and stopped talking.

Immediately afterwards, 1 o'clock came, and the two cities, which had been suspended, resumed trading.

I saw that after the opening of the afternoon market, the "Shanghai Free Trade Zone" extended in several directions, and once again ushered in the continuous attack of active funds in the market.

In the sub-direction of major speculation, there are also more and more stock limits.

Moreover, because these sectors and concept stocks are relatively dispersed, when funds attack these tickets, they can better drive other industry sectors and concept sectors in the two cities.

As a result, even though the GEM index has fallen into adjustment.

However, the Shanghai Composite Index has become more and more in-depth in the main line of speculation in the 'Shanghai Free Trade Zone', but it has once again been in the red and gradually rising.

Finally, at 3 o'clock it was time to close.

The Shanghai Composite Index closed higher than 1.01%, achieving three consecutive yangs, out of the shock box, and continuing to break through; The Shenzhen Composite Index rose 0.56%, although the strength was not as strong as the Shanghai Composite Index, but it also achieved three consecutive yangs; The GEM index closed down 0.13%, and after two consecutive days of sharp gains, it closed out a small yin cross, and its upward continuous rebound and breakthrough pattern was not destroyed.

In addition to the performance of the index.

Today's market in terms of sectors and individual stocks is completely inclined to the line of 'Shanghai Free Trade Zone'.

The number of related concept stocks has reached 23, which is more than the peak of the previous speculation, and its daily limit stocks, the industry and regionality to which they belong, are fully diffused, almost all the industry sectors in the two cities, so that more investors who participate in the main concept of the 'Shanghai Free Trade Zone' have made money, and the speculation of this main line market has become more and more deep!