The two markets that are re-traded.

After the emotional fermentation at noon, the selling became heavier than before the close at noon.

Among them, especially the accumulation of a large number of short-term profits, in the morning performance of relatively strong performance of the two main areas of 'infrastructure' and 'state-owned enterprise reform', many popular stocks on the disk, at this moment, whether it is the amount of selling, or the extent of retracement, have begun to accelerate instantly.

"Even the two hot main lines of 'infrastructure' and 'state-owned enterprise reform' can't hold on?"

In the face of the market continuing to adjust in the afternoon and the trend of further collapse of the market bullish sentiment, at this moment of the Shenzhen market, Xinniu Fund Company, in the internal trading room, Mu Zhengxing, the head of the fund trading team, was shocked in his heart, and hurriedly reported to the fund manager Fang Xinsheng: "Manager, the market trend is not good!" Feeling the bullish sentiment in the market, there are signs of a total collapse. ”

In his view...... the two core concepts of 'infrastructure' and 'state-owned enterprise reform', as a place where active funds in the market gather, are obviously the 'strongest fortresses' for market bulls, not to mention the two main lines, as well as the top funds in the market, large institutional funds, and the seat blessing of 'wealth road'.

Nowadays, even in the main areas of these two core concepts, there have been signs of a comprehensive collapse of funds, a large number of selling orders, and loose chips.

That shows that the long and short pattern of the market is indeed turning sharply.

It also shows that the confidence of the majority of investors in the market is declining rapidly, and the desire to buy stocks is also declining rapidly.

"Emotionally, judging from the performance of the two markets, it is indeed not optimistic!" In the trading room, Liu Xin, the general manager who was staring at the big screen of the transaction, also frowned slightly at the moment and said.

Fang Xinsheng stared intently at the market trend on the big screen in the trading room, and between the two of them talking, he pondered for a moment, and replied: "The market is so killing and falling in the morning, and the sentiment of the market is long, there will definitely be a recession, plus there is no good stimulus in other directions at noon, hedging this recession of the long sentiment, naturally opening in the afternoon, the market will kill a wave under the fermentation and brewing of this emotion." ”

"But we don't need to panic and be pessimistic......"

Fang Xinsheng paused and continued: "In the morning, the Shanghai Index failed to break through the 2,200-point mark, and the emotional reaction of all the funds in the field and the disappointed expectations has been fully manifested in the continuous retracement of the index, in other words, the funds from all walks of life who are expected to break through the 2,200-point high expectation of the Shanghai Index have been almost out in the morning retracement. ”

"At this moment, it is just a panic selling of some pessimistic investors under the fermentation of emotions at noon, although the amount of energy is concentrated, but the lethality is limited."

"And at this time, it is the lowest point of the day's mood under the emotional reaction."

"After this wave of killing, the index should be able to stabilize soon, after all, the power of the market to sell during the day has passed the peak and gradually declined."

"Old Fang, what do you mean...... The market can't fall at all in this position? After listening to Fang Xinsheng's words, Liu Xin asked in surprise.

Fang Xinsheng nodded with a smile and replied: "It seems that the most dangerous time is actually when the storm has passed, and when the dawn comes, the market, a large number of hedging disks gathered at 2200 points, as well as many short-term profit orders accumulated in the two-day index rebound, have almost come out in the rapid explosion of the market in the morning, and the killing and falling at this moment is just the last catharsis of emotions." ”

"The loosening of the market's 2,200-point hedge, as well as the sharp decrease in short-term profit-taking orders after the sharp sale in the market in the morning, have weakened the upward pressure on the market in disguise, and indicate the exhaustion of potential bearish power in the market."

"Everyone knows that in the trading market, long and short forces have always been one and the other."

"After the strength of the bears is exhausted, the index is supported, and the market cannot fall, so as investors who cover their chips at a low level re-enter, the bullish sentiment and bullish advantage will naturally recover."

"Therefore, at this moment, it seems that the market is killing and falling fiercely, but in fact, it is the end of the day's bears."

"Then we ......" In Fang Xinsheng's positive market view, Mu Zhengxing, who still had a lot of worries in his heart, continued to ask, "How should it be operated?" ”

Fang Xinsheng's eyes were calm, and he said confidently: "Buy, keep buying!" ”

"Do you want to continue to increase your position?" When Liu Xin and Mu Zhengxing heard this, their hearts were a little shocked.

Fang Xinsheng bowed slightly, and said: "Since it is judged that the market cannot fall, the storm of panic in the day has passed, and the upward pressure above the index has also been reduced...... Why not continue to increase your long position and expand your profits? ”

"And ......"

Fang Xinsheng smiled and pointed to the hot stocks in the two core main areas of 'infrastructure' and 'state-owned enterprise reform' that accelerated the retracement in the afternoon, and continued: "You look at Huaguo China Railway, Huaguo China Metallurgical, Huaxia Fortune, Kumho Group, Huaguo Baosteel, Conch Cement, Huagong International and other popular stocks. Compared with the morning, the amount of time can be significantly reduced. ”

"And these tickets, the first two days skyrocketed, how much net inflow of main funds?"

"How much did you flow out of today's transaction?"

"The decline and contraction under the panic in the afternoon, and the sharp inflow of the main net funds in the past three days, all this ...... It is all explained that the internal bargaining chip structure of the two core main lines of 'infrastructure' and 'state-owned enterprise reform' has not changed or loosened, but the corresponding floating chips have been cleaned up more thoroughly. ”

"I can feel ......"

"No, it should be able to judge with a high probability that the two core main lines of the market, 'infrastructure' and 'state-owned enterprise reform', after today's huge shock adjustment, there is still a lot of room for subsequent gains, and after a large number of floating chips, the market of these two main lines will not stop, and continue to give everyone the opportunity to buy chips cheaply."

"Therefore, on the whole, this position at this moment is the best buying point for the follow-up development of these two core main line markets, do not buy at this time, and wait until the end of the market adjustment, increase the position on the right side, and estimate that the cost of new chips will rise a lot."

"There's really nothing to fear from this position."

Fang Xinsheng saw that the two of them were still a little hesitant in their hearts, and their confidence in the market outlook was not strong, so he paused for a moment and continued: "Even if I misjudge, the market will continue to step back on the 2,000-point support, and it will only be 6 or 7 points downward, and it will be distributed and reasoned according to the structure of the market chips." ”

"In the two core main lines of 'infrastructure' and 'state-owned enterprise reform', the basic reversal logic has been recognized by the majority of investors in the market."

"In the process of exponential retracement, stepping back on support."

"These two core main lines may not necessarily follow back to the bottom area of the previous two days."

"After all, the main funds that opened the two core main lines have not been sold out today, and under the clear investment logic, there are many large capital institutions that want to undertake high-quality chips in the two core main line areas at a low level...... What do you think is the probability that the two core main lines of 'infrastructure' and 'state-owned enterprise reform' will fall back to the low level two days ago? ”

"I'm afraid the probability is very small." Mu Zhengxing responded, "The main funds of the two core main lines of 'infrastructure' and 'state-owned enterprise reform' have not been locked, and it is obvious that the market trend of these two main lines has not yet met the expectations of the other party. ”

"Well, that makes sense!" After listening to Fang Xinsheng's opinions, Liu Xin finally dissipated the worry and hesitation in his heart, and said with a smile, "This should be the truth of the main line market 'the strong are always strong' in investment transactions, right?" ”

Fang Xinsheng nodded and said, "That's the case, so ...... In my opinion, it is very cost-effective to continue to increase positions at this time, in terms of profit and loss ratio. ”

"Okay, then let's decisively increase the position!" Liu Xin responded and completely agreed with Fang Xinsheng's suggestion.

Subsequently, when the general manager and the fund manager agreed to increase their positions, Mu Zhengxing instantly issued instructions to the traders, and at the same time, he quickly tapped the keyboard and used the trading account he mastered to place a large number of orders to buy a large number of core popular stocks in the fields of 'infrastructure' and 'state-owned enterprise reform'.

As Xinniu Fund Company continues to increase its position......

At 1:16, many core stocks in the main line of 'infrastructure' and 'state-owned enterprise reform', which have generally fallen to within 2% of the increase, have fallen sharply and suddenly stagnated, and the trend has begun to slowly rise under the replenishment of tens of millions and hundreds of millions of funds.

"Hey, it's not going to fall?"

At 1:17, Yuhang, inside Minghui Capital, in the trading room, general manager Xu Zhongji looked at the two core main line hot stocks of 'infrastructure' and 'state-owned enterprise reform' that were gradually rising, frowned slightly, and muttered: "I originally wanted to wait a little longer and pick up chips in a lower position, but now I look at ...... I'm afraid it's unlikely. ”

Two days ago, the two core main lines of 'infrastructure' and 'state-owned enterprise reform' broke out.

The company's main fund, due to the direction of the position, is basically in the small and medium-sized board, the gem of the 'mobile Internet', 'smart phone industry chain' direction of the growth concept stocks, so the position adjustment follow-up, not timely, until they vacate a large number of positions, cut off most of the small and medium-sized board, the direction of the gem on the 'growth concept stocks' chips, 'infrastructure', 'state-owned enterprise reform' these two main lines, has skyrocketed for two days.

In the face of continuous soaring, the two main core hot stocks of 'infrastructure' and 'state-owned enterprise reform', which do not give any opportunity to buy.

Xu Zhongji was originally anxious and anxious.

Because he knows that the main line of Su Yu's heavy position intervention, the upside is likely to be small.

Unexpectedly, just when he was planning to chase high and grab chips at any cost and bear the huge risk of drawdown that may exist in the short term, today's market took a high diving mode and sent him the opportunity to increase his position.

"Lao He, don't wait, buy, buy!"

After a moment of silence, Xu Zhongji made up his mind and hurriedly instructed He Hong, the fund manager on the side.

"Isn't that waiting?" He Hong heard Xu Zhongji's instructions, and hesitated a little in his heart, "This extremely rapid diving trend, I feel that the market has not fallen through so far, and the Shanghai Index 2200 points breakthrough failed, the market's expectations in the upside of the index have fallen sharply, and if you don't step back on the support below, I'm afraid it will be difficult to reorganize the offensive!" ”

"We are seriously short of chips on the two core main lines of 'infrastructure' and 'state-owned enterprise reform', and we can't afford to gamble." Xu Zhongji replied, "Buy first, hit the position to a reasonable position, and then say, this position, although the space for the Shanghai finger is uncertain, but the downward space is basically determined, and there is not much." ”

"And, look at the situation on the ......"

"Like us, I want to increase my position in the two core main lines of 'infrastructure' and 'state-owned enterprise reform' at a relatively low level, and I am afraid that there are a lot of funds."

"Moreover, even if the market index falls and steps back, the two cities are not clearer and stronger than the current 'infrastructure' and 'state-owned enterprise reform' two core main line investment logic and expectations.

"Also, with my understanding of 'Yuhang Investment', Mr. Su."

"Since he has opened the curtain of the two core main lines of 'infrastructure' and 'state-owned enterprise reform' with a strong and domineering posture, I am afraid that he will not let these two core main lines fall back like this, so that the main funds of all walks of life who have not had time to get on the bus before will wait for this bus."

"If today's 'Fortune Road' seats continue to increase on a large scale on the Dragon and Tiger list."

"With the influence of this seat, in the case that the market has been greatly adjusted and a large number of floating chips and profit-taking orders have been cleaned up, the probability of wanting to get chips at a low level tomorrow is probably very small."

"So, all things considered, there's no need for us to wait any longer!"

"Okay!" He Hong heard Xu Zhongji's analysis, pondered for a moment, and felt that it made sense, so he responded briefly, and quickly issued instructions to the traders to increase their positions.

With his instructions given......

There are already signs of rebound, Huaguo China Railway, Huaguo Metallurgical, Bayi Iron and Steel, Conch Cement, Huaxia Fortune, Gemdale Group and other core high-quality stocks in the field of 'infrastructure' and 'state-owned enterprise reform', on the disk, a large number of main buy orders have sprung up in an instant, and the stock price has also begun to rise.

Again, at this moment.

Modu E Fund Asset Management Internal Trading Room, Yanjing Huaxin Securities Proprietary Investment Department, Shenzhen Pingyin Asset Management Internal Trading Room, Yuhang Yinhua Public Fund Trading Room...... Countless large-scale major institutional fund managers and traders, seeing the obvious rebound of the two main core stocks of 'infrastructure' and 'state-owned enterprise reform', finally couldn't bear it, no longer waited, and increased their positions one after another, placing orders to grab chips.

And these large major institutions that did not keep up with the market in the first two days and held the two main lines of 'infrastructure' and 'state-owned enterprise reform' with serious shortage of chips, have attacked to grab funds.

At 1:25, the core stocks of the main line of 'infrastructure' and 'state-owned enterprise reform', which had been slowly rebounding, ushered in a wave of linear increases.

And under this straight line up, it is only a few minutes.

Huaguo China Railway, Huaguo Metallurgical, Bayi Iron and Steel, Conch Cement, Huaxia Fortune, Gemdale Group, Huaguo Communications Construction, Huaguo Construction, Huaguo Baosteel...... Waiting for a vote of core stocks, it quickly recovered the diving decline after the afternoon opening and returned to a strong shock pattern.

At the same time, driven by the strong rally in these core hot stocks.

At 1:32, the core infrastructure industry sector index such as building decoration, building materials, steel, and real estate, as well as the 'state-owned enterprise reform' concept sector index, rose to more than 1.5%, erasing the diving decline after midday, and regathering the market's long sentiment and follow-up funds.

Subsequently, due to the two core main lines of 'infrastructure' and 'state-owned enterprise reform', the market resilience was shown.

At 1:35, the Shanghai Index, which reached a minimum of 2148.92 points and fell by 0.56%, also quickly recovered its decline and returned to the red market, and the rebound of the Shanghai Index naturally drove the Shenzhen Index and the ChiNext Index to rebound rapidly, and the decline returned to within 0.5%.

"Sure enough, the market trend is exactly the same as you expected."

Seeing that the Shanghai Index returned to the red plate, and the two core main lines of "infrastructure" and "state-owned enterprise reform" that plunged sharply in the afternoon also returned to a strong shock pattern, at this moment of Yuhang Investment Company, in the trading room, Li Meng's eyes briefly moved away from the market screen in the trading room, looking at Su Yu on the side, his eyes were full of amazement and admiration, and he said with a smile: "Su Da stock god, how to operate next?" ”

Su Yu responded with a smile: "Since the large-scale funds have begun to rush to increase positions, then we don't need a strong pallet to stabilize the market sentiment, let the traders, take back the chips sold in the small positions when the Shanghai Index rushed to 2200 points in the morning, the storm has passed, and the next hour and a half of trading time, the market should continue to slowly rebound, and re-attack the position that opened in the morning." ”

"Good!" Li Meng quickly answered, and then gave instructions to the traders.

"Master, is this the end of the adjustment?" Hearing Li Meng's instructions, Liu Yuan asked Su Yu while operating the account, "This is also ...... Too fast, right? ”

Su Yu responded with a smile: "It is still too early to say that the adjustment is over, after all, the Shanghai Index failed to rush to 2200 points, the market's expectations in this regard are broken, the index is up in the short term, and there is a lack of firm confidence support, but although there is pressure on the index upward, it is ...... downward There is also pressure. ”

"Most of the follow-up trends will temporarily use today's shock space to carry out sideways shocks."

"As for when the adjustment will end......"

"It depends on when the market can seriously shrink, so that the chips in this range will be re-stabilized and form a relatively solid chip support platform."

"Got it!" Hearing Su Yu's analysis, Liu Yuan somewhat understood in his heart and responded.

"But the index adjustment has not ended, which does not mean that the market has no market and no money-making effect." Su Yu continued with a smile, "Next, the two core main lines of 'infrastructure' and 'state-owned enterprise reform' should continue to deduce in the overall sideways situation, especially some stocks that previously lagged behind the rise of the sector index, or the potential low concept stocks that were not so obvious, and then there should be a good wave of gains." ”

"I estimate that the market will also switch between high and low in the main line of 'infrastructure' and 'state-owned enterprise reform'."

"But this is the tip of the knife on the technical work, the main performer, but also the market has not kept up with the various funds, since we have the main position, has occupied the two core main line of high-quality stock chips, then there is no need to chase these leftovers, just in the market shocks, with your own ability and sense of disk, small positions to do T, try to obtain the corresponding excess profits in the market."

"Hmm!" The traders all responded and continued to bow their heads.

At the same time, with the operation of many traders, the core stocks in the fields of 'infrastructure' and 'state-owned enterprise reform', as well as the Shanghai Index, Shenzhen Index, and ChiNext Index, continue to rebound, and the investment sentiment of the entire market has gradually recovered from the previous panic and downturn.

At 1:45, the Shanghai Composite Index stood at 2172 points, an increase of about 0.5%.

At 1:52, the Shanghai Composite Index reached a maximum of 2178.16 points, an increase of nearly 1%, at the same time, Huaguo China Railway, Huaguo China Metallurgical two main line core weight stocks, rose to about 5%, China Fortune, Kumho Group rose again to around 7% of the increase, and Shanghai Sanmao, Shibei High-tech back to the limit, Beixin Road and Bridge in the limit of the re-shrinkage.

At 1:57, Waigaoqiao in the joint efforts of many main buying funds, also hit the price limit again, the Shanghai Composite Index broke through 2180 points, from the opening of the 2191.12 points of the intraday high, getting closer and closer, and the two major indices on the K-line chart, has been from the previous large black line with a long upper shadow, into a large volume of long doji.

At 2:01, the Shenzhen Index and the ChiNext Index turned red, and the two core main lines of 'mobile Internet' and 'smartphone industry chain', as well as core concept stocks, also narrowed rapidly, and the outflow of main funds on the disk also improved greatly.

At 2:05, the index of the two main core industry sectors and concept sectors of 'infrastructure' and 'state-owned enterprise reform' began to break through 3%, and many of them reached intraday highs.

At this time, I saw that several major indices in the market all turned red, recovering most of the intraday diving declines.

And in the two core main areas of 'infrastructure' and 'state-owned enterprise reform', many popular stocks are only one step away from the intraday high.

In the market, investors who were previously bearish about the market and panicked and cut their positions, as well as many investors who failed to rush to 2200 points on the Shanghai Index, disappointed in their expectations, were extremely disappointed, and lost the chips of the two main lines of "infrastructure" and "state-owned enterprise reform".

(End of chapter)