"Hmm!" Zhou Kan responded and said, "That's true! ”

Xu Shen paused for a while and continued: "After the GEM is expected to be overdrawn, the overall water level in the valuation is more open to the main board, coupled with the two core main lines of 'mobile Internet' and 'smart phone industry chain', the relevant popular stocks have grown rapidly last year, and this year they want to maintain last year's performance growth rate on the basis of a high base, which is extremely difficult, and the expected space is not optimistic!" ”

"Therefore, even though the demand explosion of the two core main lines of 'mobile Internet' and 'smartphone industry chain', the basic logic of industry growth space is still there."

"But these two main lines are bound to be seriously differentiated, and the difficulty of investment will continue to increase."

"It's ...... at this time"

"On the contrary, the valuation has been repeatedly compressed, and the blue-chip direction of the main board has been expected to be reduced to the lowest value, and the possible opportunities are even greater."

"When everyone knows the investment logic of the two core main lines of 'mobile Internet' and 'smart phone industry chain', and is strongly optimistic about these two major areas, thinking that there are opportunities to obtain excess investment profits in the market, maybe there is not much opportunity here."

Zhou Kan heard Xu Shen's words, pondered for a moment, somewhat understood, and said: "'Don't go where there are many people', this is not only a reflection of emotions in stock market investment, but also a reflection of the direction of investment. ”

"When everyone finds out that this is an opportunity, then this opportunity is not an opportunity!"

"I agree with what Mr. Xu said......"

Zhou Kan's eyes were bright, as if he felt that he had realized something again, paused, and continued: "Generally speaking, the two main lines of 'mobile Internet' and 'smart phone industry chain' have just passed the stage of transition from concept hype to performance hype, and the follow-up is likely to speculate on performance expectations." ”

"In this regard, the test is the investment research and judgment ability of various institutions for individual stocks in the field, and the difficulty will naturally increase dramatically."

"But in the direction of the main board, if the sentiment is slightly repaired and the expectation changes, it is the two-way expectation of performance and valuation, and the space is obviously stronger than the two core main lines of the 'mobile Internet' and 'smartphone industry chain' that have been heavily hyped in the direction of the gem last year."

"And according to this logic......"

"I feel that this year's market style is going to change!"

"Hmm!" Xu Shen nodded and said, "We must be prepared for the transformation of market style, and the next investment focus must also be appropriately shifted to the direction of the main board." ”

"It's just ......" Zhou Kan paused for a while, and then said, "The exact investment direction in the main board field ......"

Xu Shen replied: "This first combines market news and market trends, take a look, don't worry, the market bottoms out and reverses, it won't be a day or two, since the direction is determined, then before that, we have layout time." ”

After speaking, Xu Shen put his gaze back on the big screen in the trading room again.

I saw that at this time, it had passed 9:30, and the two cities ushered in the moment of official opening of trading.

In the case that the performance of the call auction in the two markets was significantly lower than the expectations of many investors in the market, a large number of sell-offs fell as soon as the market opened.

Then, in just five minutes.

The Shanghai Index, the Shenzhen Index, and the ChiNext Index, which opened higher, turned from red to green and fell underwater again.

"This trend is really weak!"

Seeing that the index fell underwater in a few minutes, in the Shenzhen market, inside the Xinniu Fund Company, in the trading room, General Manager Liu Xin couldn't help but sigh and said: "It seems that there is still no market, and it has become a luxury to get off to a good start." ”

"Not really." Liu Xin's side, the fund manager Fang Xinsheng, who was staring at the big screen in the trading room, pondered for a moment and said, "In the direction of the GEM, the 'mobile Internet' and 'smart phone industry chain' still have a certain degree of popularity and sentiment today, as well as the two emerging concepts of 'digital economy' and 'digital finance' The two major concepts of 'Internet finance' and 'mobile payment' have been brought up by the two major concepts of 'Internet finance' and 'mobile payment'. ”

"Coupled with these stocks, most of the month's decline, retracement from the high, too fast, too urgent."

"At this point now, these stocks are basically over-falling."

"In other words, most of the investor chips that are trapped in the market are too far away from this position, and on the whole, it seems that the hedged market is heavy, but in fact, the pressure of the rebound in this position is not great."

"Now, the good news highlights the ......"

"Although there is little hope for a reversal, in this over-falling situation, the probability of attracting speculation and rebound from all walks of life is still great."

"Of course, in the direction of the main board, there is still no expected change at the moment."

"Coupled with this, the market capital is tightening, there is a shortage of incremental funds, and the market is still losing blood, and it should be difficult for large-cap stocks to get out of the market."

"Shall we ...... Do I need to increase my position? Liu Xin asked.

Fang Xinsheng thought for a while and said: "Since it is a rebound, not a reversal, then it can only be operated according to the nature of speculation." ”

"The two emerging concepts of 'digital finance' and 'digital economy'."

"The mood of the New Year's Day holiday has been brewing for so long, I think the market will definitely speculate, and in essence, the two major concept plates of 'Internet finance' and 'mobile payment', which are closely related to these two emerging concepts, have fallen a lot at the moment, but they are still leading the two cities, and Tianyu Information is still blocking the price limit."

"So, I think ......"

"You can appropriately increase some chips in this area and make a rebound market."

After Fang Xinsheng finished speaking, he didn't wait for Liu Xin to respond, turned around and gave instructions to Mu Zhengxing, the head of the trading team: "Buy Yinjie shares, Hengbao Technology, Zhengtong Electronics, Blue Sky Information and other stocks that have the concept of 'Internet finance' and 'mobile payment' with certain support, and buy them at market price, without worrying about too much cost of building a position." ”

Hearing Fang Xinsheng's words, Mu Zhengxing hurriedly responded.

Then, he communicated the trading instructions to all traders, and at the same time began to move the mouse and place pending orders to buy the relevant chips.

However, the order has just been placed, and the traders have not yet fully placed orders.

In the field that Fang Xinsheng said, that is, the two major conceptual fields of 'Internet finance' and 'mobile payment', many popular stocks have begun to rise rapidly and riot in an all-round way.

Immediately afterward, it was only a minute before he gave the order.

The two checks of Yinjie shares and Jinzheng shares went straight to the price limit board like lightning, but in a few seconds, they were completely blocked by the big order.

"Hehe, Manager Fang's judgment is a true god!"

Liu Xin saw the two major concepts of 'Internet finance' and 'mobile payment' mentioned by Fang Xinsheng, and sure enough, after digesting part of the sell-off, he quickly ushered in the large-scale active funds in the market.

And with the rise of the two major concepts of 'Internet finance' and 'mobile payment'.

The two main line of popular stocks of 'mobile Internet' and 'smartphone industry chain' also ushered in a counteroffensive of buying orders in an instant, which drove the GEM index to turn red again from underwater.

Seeing that the sell-off was digested, the index stubbornly turned red, and there were signs of restarting the upward trend.

In the entire trading room, the traders followed Fang Xinsheng's trading instructions, and finally no longer had any hesitation, and lightningly put the funds in their accounts into the target stock.

And at the same time......

Su Yu is located in the main Yuhang tour capital group.

Many market investors, after seeing the market decline and recovery, 'Internet finance' and 'mobile payment', the two major concepts recognized by the majority of market investors as the most realistic performance of 'digital finance' and 'digital economy', soared, and everyone's enthusiasm was finally stimulated.

"In the two conceptual fields of 'Internet finance' and 'mobile payment', many tickets have already been ignited, and I feel that they can be done!"

"It seems that the mood has indeed warmed up a bit!"

"The index withstood the first wave of rapid selling pressure, and it is estimated that it will not fall again today."

"There should be a rebound, and the best theme expected at present should only be the two major concepts of 'digital finance' and 'digital economy' fermented during the New Year's Day holiday, so special...... Follow-up, on the first day of the concept's debut, coupled with the fact that many stocks have overfallen, it should not be buried at this time. ”

"Tianyu Information, Yinjie Shares, Jinzheng Shares, and Blue Sky Information have four stocks up and down, as long as these four checks are stable, the plate effect should be able to rise, right?"

"Although the market is weak and the first board is sealed, it should not be difficult, right?"

"The wave of collective promotion just now feels like a super big fund is involved in this sector by the group, will it be Mr. Su's handiwork?"

"It shouldn't be, the two concepts of 'digital economy' and 'digital finance' were originally put forward by Mr. Su at the 'Financial Summit', if Mr. Su did not lurk chips in advance, I think at this time, Mr. Su should not chase positions on a large scale, and with the amount of funds in charge of Mr. Su, it is estimated that it will be difficult to turn around as before, right?"

"Whether it's or not, I think that if there is a large-scale follow-up of undertaking funds, you can make a board!"

"With a Zhengtong Electronics, Mr. Su's concept of 'digital finance' and 'digital economy' in the future of financial development has set off such a big storm of discussion during the holiday, I really don't believe that even the first board is at risk, at this time follow up, do a rebound, eat ten points of profit, there should be no big problem, right?"

"I sent a ...... to Hailian Jin"

"Hengsheng Electronics, Oriental Fortune, no one does it?"

"The plate is too big, and it can't be pulled unless the super main force follows up."

"Hey, how come securities and banks also seem to have funds to follow up, are the funds to buy securities and banks crazy? At this time, there is a serious shortage of funds in the market, and the giant sector of traditional finance can be pulled? ”

"It really seems that there are funds pulling securities and banks!"

"What's special, crazy, the active funds in the market are extremely limited, focusing on one or two areas, there may be a wave of continuous money-making effect, so scattered attacks, there is a high probability that it will be cold!"

"Hey, this is institutional funds, and I also want to take advantage of the two new concepts of 'digital economy' and 'digital finance' to ferment and hype up and get a piece of the pie?"

"Damn, this institution is a dead-stirring stick."

"Hey, the securities and banks moved, so I didn't dare to follow again."

"I don't dare to follow, hey, let's take a look first...... If the institution pulls traditional finance, don't pull it up and smash it like in the past, so that the market can be stabilized, there may still be hope. ”

"Is it possible that active funds in the market can't support the riot of traditional finance, so pull it up and not smash it?"

"Wait for ten o'clock to see, in the weak market, the most taboo hot spots are scattered."

When everyone's mood changed from joy and excitement to hesitation and depression......

The two major concept plates of 'Internet finance' and 'mobile payment', which were rapidly rising, fell in an instant, and the original radical rush to raise funds and undertake funds seemed to be cut off in an instant, and at the same time, the securities and banking sectors in the traditional financial field were rapidly advancing rapidly, and within a few minutes, they turned red from underwater, and rose to more than 0.3% of the plate gains, and also drove the Shanghai Index to turn red and rise.

Among them, as the real core weight of CEFC Securities, Huatong Securities, Huaguo Bank, Huashang Bank, Huajian Bank, Huanong Bank and other super large-cap stocks, real-time trading disk, have emerged a continuous 10,000-hand large order, the volume can be rapidly expanded year-on-year.

Immediately afterwards, I saw the rapid rise of the banking and securities sectors.

In the market, some dissociative retail investor groups have also begun to follow quickly.

Then, when the limited active funds in the market are attracted and dispersed by the banks and securities that have risen and rioted in an instant.

After 10 o'clock in the morning, the original momentum was like a rainbow, constantly breaking through, seeing that a plate effect has been formed, playing a preliminary continuous money-making effect, almost set off a tide of "Internet finance", "mobile payment" concept plate, gradually lost the continuous bearing power, plate trend and individual stock trend, all began to shock downward.

The two major concept plates of 'Internet finance' and 'mobile payment', which were driven by the two major concept plates of 'Internet finance' and 'mobile payment', and the core main line of the 'mobile Internet' and 'smart phone industry chain' and the core main line of the gem, at this moment, many popular stocks that rebounded well also appeared to have a significant lack of undertaking power and a downward trend.

"What's going on? Good ...... Why did you turn around and go down again? ”

At around 10:40, inside the Shenzhen Xinniu Fund, which had previously increased its position to buy many core stocks in the two major concept sectors of 'Internet finance' and 'mobile payment', Mu Zhengxing, the head of the trading team, observed the disk and saw that the previous strong major concept plates were obviously weakened, and couldn't help frowning, and asked the fund manager Fang Xinsheng: "Boss, how do you feel that the funds are undertaken, and there is a break!" ”

Fang Xinsheng saw such a performance, his brows also furrowed, and he said helplessly: "There are main funds that forcibly pull securities and banks, which distract the attention of active funds in the market and many retail investor groups in the market, and at the same time curb the action of floating funds that want to continue to follow the trend, so there is this kind of situation where the undertaking is broken and the funds are hesitant to follow the trend." ”

"Then we ......" Mu Zhengxing's heart jumped, knowing that the situation was not good, he asked urgently, "Do you continue to buy it?" ”