"It's exactly what you expected."

Seeing the closing results of the two cities, Yuhang, Yuhang Investment Company, and the internal trading room, Li Meng was very amazed: "The Shanghai Index recovered most of the intraday diving declines, but did not rashly hit the 2200 point mark again, market investment sentiment, compared with the early trading, although it has been exhausted, but it is still stable, and the loss effect of the two cities is not large." ”

"According to such a market trend, the follow-up index fluctuated slightly, digesting a wave of today's market floating chips."

"The probability of gathering market sentiment and main financial strength again, attacking 2,200 points, and crossing this pressure threshold is quite large."

Su Yu stared at the two markets that had been fixed, and responded with a smile: "This closing result is better than I expected!" ”

Originally, he thought that when the Shanghai Index rebounded to the 2190 mark, there would be the main funds who couldn't help it and wanted to kick the 'kick' of the pass, but he didn't expect what he was worried about, but the result did not happen, and the Shanghai Index trend, at the key point, was still in accordance with the most ideal state he envisioned.

"The key is that the amount of energy bursts out." Li Meng said, "The turnover of the two cities stood at the 100 billion mark for the first time this year, which should bring quite a positive emotional effect, at least it can show that the market lacks not funds, but confidence, and at the same time, such a large turnover shock, but also fully illustrates that the chips of about 2200 points in the market have loosened a lot in the process of trading in today's market." ”

"Indeed!" Su Yu bowed slightly, "Other big funds that are smart in the market should be aware of this." ”

"Master, today's 'infrastructure', 'state-owned enterprise reform', the two core main lines of the market, related to the popular stocks, the market divergence is quite large, and due to the short-term increase is too large, the accumulation of short-term profits is too much, coupled with the short-term sharp rise, most of these popular stocks have touched the heavy hedging area above......" Liu Yuan took over and said, "I'm afraid that in the follow-up market shock adjustment, the adjustment of these two core main lines will be more drastic than the index adjustment, right?" ”

Su Yu nodded and said: "That's for sure, 'infrastructure' and 'state-owned enterprise reform', the two core main areas of the market, many core stocks that have risen too much in the short term, need to build a chip platform here to solve the short-term excessive profits, as well as the heavy hedging near this position, in order to continue to play upward space in the follow-up." ”

"Of course, it's still the same sentence......"

Su Yu paused and continued: "Market adjustment, inevitable, but there is no need to be pessimistic, the position of the index, can not fall, as for the 'infrastructure', 'state-owned enterprise reform' the two core main lines of the market, in the case of the lowest level of institutional positions in the field, there are countless funds outside the market, waiting for the low level to rush to enter the market, the disk to undertake the force, relative to other industry sectors in the two cities, should be stronger, so, there is no need to worry too much." ”

"Mr. Su, at the end of today, many low-level non-core concept stocks in the direction of 'infrastructure' and 'state-owned enterprise reform' suddenly changed and rose in a straight line. In Su Yu's answer to Liu Yuan's question, trader Zhao Lijun also hurriedly asked, "In the follow-up market adjustment, will this 'high and low switch' market have a sustainable performance?" ”

Su Yu thought for a while and responded: "There should be a certain amount of sustained performance, after all, these votes seriously lagged behind the rise of the market before, and they did not touch the light of the two core main lines of 'infrastructure' and 'state-owned enterprise reform'...... According to the concepts of 'infrastructure' and 'state-owned enterprise reform', there must be a demand for supplemental gains, and this time, this speculation angle, and this speculation direction...... All of them can be recognized by the majority of investors in the market. ”

"And the money-making effect of the two core main lines of 'infrastructure' and 'state-owned enterprise reform', the majority of investors in the market have also had a fairly clear understanding."

"In this way, this action of the tour capital in the 'high and low switch'."

"From the speculation of core stocks to marginal stocks, it is quite wise to let the scope and sentiment of the main line of speculation continue to deepen and spread."

"Well, since the logic is agreed."

"In the case of increasing market attention in this line, the natural market can be continued."

"However, the speculation logic and underlying foundation of these stocks are still pinned on the two core main lines of 'infrastructure' and 'state-owned enterprise reform', that is to say, when the two core main lines of the market of 'infrastructure' and 'state-owned enterprise reform' are born with a better money-making effect, then these concepts are not pure marginal stocks, which will naturally be instantly abandoned by the main funds of speculation and become the edge of these two core main lines of speculation."

"In other words, the movement of these stocks at the end of the day is the so-called high-low switch within the plate."

"It can only be used as the two core main lines of 'infrastructure' and 'state-owned enterprise reform', and the short-term market substitute for the adjustment stage of internal hot core stocks."

"And as a substitute to hype the market."

"Under the dominance of travel capital, it is extremely difficult to participate, and the upside of stock prices is also difficult to predict."

"In the face of such a market, it is okay for small positions to participate in games and speculation with speculative funds, but it is not wise to intervene in large-scale heavy positions, after all, in the underlying investment logic, these votes have no sustainable future expectations, and there is no sign of fundamental change."

"Got it!" Zhao Lijun bowed slightly.

"Actually......" Su Yu paused for a while, faced all the traders in the trading room, and continued, "Everyone must know how to choose opportunities in trading and investment. ”

"Be able to understand what a big opportunity is and what a small opportunity is."

"And we must know how to give up small opportunities and choose big opportunities at the critical moment of market changes."

"In the current market changes, the two core main areas of 'infrastructure' and 'state-owned enterprise reform', in the past few days, have seen a net inflow of large-scale main capital volume of popular leading stocks, which is the main big opportunity, and the tail market changes, these concept edge stocks that have followed the trend of speculation are small opportunities that can be ignored."

"When we use the funds to enter positions in the target stock."

"In fact, it is choosing one opportunity and giving up other opportunities."

"After all, among the market participants, no matter who they are, the amount of funds in their hands is limited, and the opportunities in the choice are also limited, just like people can't sit on two chairs at the same time, so we don't have to look at every opportunity that happens in the market, we only need to seize the main opportunity, we can grasp it."

"It's true that if you want everything, you often end up getting nothing." When Li Meng heard Su Yu's understanding of the transaction, he also agreed with it very much, and said with a smile, "It is indeed very important to grasp the big and let go of the small, and know how to make trade-offs." ”

"Alright, let's review it!"

Su Yu saw that he had finished speaking, so he gave a brief order, and then turned his head and continued to study the plate.

And many traders, under Su Yu's instructions, also lowered their heads, knelt in front of the computer desk, sorted out today's market trends, and wrote a review report.

With the review of traders, as well as the voices of market discussion from time to time.

At this moment, at the online stock trading forum, the financial media community, the financial news section, the major online and offline investment discussion groups, and the majority of market investor groups are also discussing today's market performance, and the voices of bears and bulls are comparable.

"With such a huge earthquake, the market outlook must be difficult again!" After careful review and analysis, someone sighed.

"I also feel that the market outlook is not optimistic, although several major indices have closed today, but the key points have not been stationed, and the market has collectively gone long."

"Hey, the Shanghai Composite Index didn't stand at 2200 points, it really feels like a fish in my throat."

"I've tried it in the intraday, but I can't stand on my feet, what can I do? The so-called evolution of the market, if it is not up, it will go down, and this trend pattern will definitely be adjusted in the future. ”

"Not necessarily, right? If the market is really going to fall, why pull it back in the afternoon? I feel like it's more like a wash-up today. ”

"Yesterday it was said that it was the main force to wash the dishes, and it can be said that it is reasonable, but today it is obviously not, right? The pullback in the afternoon felt more like a temptation, and there was no strength to attack in essence. ”

"The rebound in the afternoon, although it is weaker than in the morning, it can't be said that there is no strength, right?"

"It can't stand at 2200 points, it's still equal to zero."

"Yes, the Shanghai Index is not stable at 2200 points, which is equivalent to not being able to break through the pattern of box shocks, and the Shanghai Index has been three consecutive yang, and the market has put so much today that it cannot break through, and it will definitely step back in the future."

"Let's take a look at the Dragon and Tiger list......"

"Yes, look at the dragon and tiger list, if Mr. Su's 'wealth road' has no traces of position reduction, then today is a wash, if Mr. Su's 'wealth road' is reduced today, then the index will definitely not be able to avoid adjustment, to be honest...... At the position of 2200 points, the Shanghai Composite Index is indeed a little panicked with chips. ”

"Mr. Su's 'Fortune Road' seat, Huaguo China Railway, Beixin Road and Bridge, which appeared on the Dragon and Tiger list, today's turnover has not increased significantly, I feel that Mr. Su must not be out, maybe he will increase his position, I believe that the funds that smashed the market above 2200 points this morning will never be Mr. Su."

"67 million transactions have been made on the bridge board of Beixin Road, which is not a large volume?"

"At least it didn't break, right?"

"But the differences have increased, and they will definitely not be able to maintain it tomorrow."

"I'll take a look at the buying and selling seats on the Dragon and Tiger list, anyway, in this position, although the pressure on the index to break through is huge, I am still cautiously bullish."

"Yes, I really don't believe in the two main lines of 'infrastructure' and 'state-owned enterprise reform', and can't bring the Shanghai Index past 2,200 points, at least today's trend, no matter how the index performs, the performance of the two core main lines of 'infrastructure' and 'state-owned enterprise reform' is still very strong, and I feel that these two main lines of the market have not been completed."

"It's definitely not over, Mr. Su's pattern will not only have such a little market space."

"However, it is also true that the market sell-off has been extremely heavy."

In the case that the differences between the long and short are extremely fierce, and the bears and bulls cannot fully convince each other, and each has sufficient logical proof.

The time quickly moved to 5:30, and the list of dragons and tigers in the two cities was refreshed.

I saw that after yesterday's market outbreak and today's huge market shocks, a total of 23 stocks in the two cities have been on the list, among them, Beixin Road and Bridge, Shibei High-tech, Waigaoqiao, Shanghai Sanmao, Shanghai Ganglian, Huaxia Happiness, Huaguo Metallurgical, Huaguo China Railway and other popular stocks, have been on the list.

"Sure enough, I'll just say, Mr. Su hasn't come out, the market outlook is promising, the market outlook is promising!"

In the face of the refreshed dragon and tiger list of the two cities, after countless investors in the market searched, they did not find Su Yu's "wealth road" and "Fusheng road" seats, and many people instantly burst into excitement in their hearts, and at the same time, the idea of "bullish on the market outlook" became more and more firm.

"There is really no 'wealth road', Mr. Su is completely locked up today!"

"Pattern, this is called pattern!"

"Beixin Road and Bridge sold seats, and it was sold for 5 million, which shows that most of the people who sold on the price limit board today are retail investors!"

", the price limit board is washed?"

"It's not called a price limit board shuffle, it's just that the people who can't hold the chips are gone."

"Haha, on the hot stocks, the main force of the basic big funds is still there, and sure enough, in this position, the panic is not the main force at all, but a group of big and retail investors."

"There are also institutional seats sold, but the amount of money sold is not large."

"Today's selling volume of institutional seats is negligible compared to yesterday's buying volume, and the net buying volume of institutional seats that appear on the Dragon and Tiger list today is still over 100 million."

"I'll just say, in this position, there is no need to panic, and there is no need to be bearish."

"The money that was laundered today is deserved, special...... Such a good breakthrough opportunity in the morning, such a good mood are smashed, and they deserve to be washed. ”

"I feel that tomorrow's market will continue to break through!"

"Yes, judging from the list of dragons and tigers, the main funds are obviously a large net inflow, which has proved that the main funds in the market are strongly optimistic about the market outlook."

"In a word, those who are bearish are all fools."

"Hehe, today's shorts, maybe tomorrow will be bulls, I hope the index will continue to rise, so that these guys who smashed the market today will be short, and finally have to chase higher and enter."

"Sure enough, Mr. Su has a big pattern, and the market fluctuates violently, but it can also be as immobile as a mountain."

"Hey, guarding stocks is like keeping widows, I can understand this today, it's okay, it's okay...... Hold on to the chips and don't panic sell. ”

"Indeed, today's trend is exciting, too exciting!"

"Today's data on the Dragon and Tiger List is really enough to slap the face and bear, look at it, these guys who are singing short today will definitely chase higher tomorrow."

"Hehe, just waiting for this group of guys to do a lot of somersaults."

"Beixin Road and Bridge is the only three-board stock in the market today, and the leading attribute should have come out, right?"

"The total leader, it should be Beixin Road and Bridge, after all, judging from today's trend and the data of the Dragon and Tiger List, Shibei High-tech is still a step behind."

"Indeed, Shibei High-tech fried the board back today, and it was a lot weaker, after all, it was only 2 boards, and it was blown up!"

"But in terms of chip exchange, Shibei High-tech should be better than Beixin Road and Bridge, right? I'll see again tomorrow...... These two checks, who can go further, it will be really hard to say. ”

"Hey, but today, whether it is Beixin Road and Bridge, or Shibei High-tech, it should be a divergent buying point, right? It's a pity, seeing the market diving high, such a large amplitude, I still coaxed at the end, I didn't dare to enter the position, I don't know if the mood will pick up again tomorrow, the disk will turn from divergence to consistency, and there is no opportunity to buy. ”

"There should be, right? I feel that Beixin Road and Bridge will not go through a wave of violent changes, and it will be difficult to open up space. ”

"Not necessarily, with the blessing of Mr. Su's 'Fusheng Road' seat, Beixin Road and Bridge may be able to go to the 5th board in one breath and then adjust."

"No matter what, since Mr. Su has completely locked up his position today, he can't easily be bearish anymore."

After the refresh of the dragon and tiger list in the two cities, in the fierce market discussion, the wind direction of the long and short began to turn sharply, and the bulls regained their advantages, gradually suppressed the voice of the bears, driving the market investment sentiment and slowly rebounding.

And in the process......

Analysts from financial media, financial V, and various brokerage institutions continued to sing more brainlessly, and summarized many market benefits and a variety of multi-party analysis reports.

Of course, in the case of the majority of retail investors in the market and the voices of the main institutions in the market, they are gradually becoming consistent again.

At this moment, in the circle of tour capital, many market investors are cautious when they see the situation of large capital trading in various departments on the dragon and tiger list.

"The two core main lines of 'infrastructure' and 'state-owned enterprise reform' feel that there are not enough differences today!"

Among them, in the Yuhang Youzi group where Su Yu is located, some people frowned and sighed: "There are not enough differences, and the exchange of chips is insufficient, so it will be difficult to continue to open up the space, after all, there are too many people in the sedan chair, and the people who carry the sedan chair will have a hard time, and they are not so willing to carry the sedan chair for so many people." ”

"It's true that there aren't enough differences!"

"I didn't expect the two main lines of 'infrastructure' and 'state-owned enterprise reform' to have such a stable chip structure?"

"Due to the blessing of Mr. Su's 'Wealth Road' and 'Fusheng Road', many funds have a stronger confidence in holding shares in these two main lines than other sectors in the two cities, so ...... Naturally, it will be more difficult to wash dishes. ”

"There are too many short-term profit chips, the field is heavy and heavy, plus too many people sit in a sedan chair, there is no big disagreement, so that the chips are exchanged fiercely, I am afraid that in this position, the two main lines of 'infrastructure' and 'state-owned enterprise reform' are not easy to continue to open up the upside!"

"And these two main lines are not up, and I feel that the Shanghai Composite Index breaks through 2200 points, and there is no hope."

"The blessing of Mr. Su's seat has made the internal chip structure of the two main lines change slowly, and the change of the chip structure is slow, which will naturally lengthen the time for market adjustment."

"Looking at it this way, the short-term market is afraid that it will have to be volatile."

"It will inevitably continue to fluctuate, after all, today's market explosion has reached about 100 billion, and it has not stood at 2200 points.

"But according to today's main funds, the net buying volume on the Dragon and Tiger list is ......"

"There are a lot of large institutional funds that want to increase their positions at a low level, and it is estimated that the index and the two main lines of 'infrastructure' and 'state-owned enterprise reform' are unlikely to fall, right?"

"If it can't go up or down, it can only be sideways and digested slowly."

"Hey, the market has entered a state of interweaving long and short, and I am afraid that the market in the next few days will not be as good as the previous days."

"Well, that's for sure, if the index doesn't go up to 2200 points, the market will inevitably diverge, whether it is the main line market, or other branch markets, the difficulty of operation will naturally rise, and the market's sentiment premium, in this case, will gradually weaken."

"In this way, then you can't be a high board."

"Tomorrow, Beixin Road and Bridge, Shibei High-tech, Shanghai Sanmao, Waigaoqiao, Huaxia Happiness and other high-level hot stocks, sentiment and disk trends, should continue to diverge, right? I feel that at the end of today, there are some opportunities to participate in the 'low-level supplemental concept stocks' that have been pulled up by the two main lines of 'infrastructure' and 'state-owned enterprise reform'. ”

"I also feel that tomorrow's hot stocks with the two main lines of 'infrastructure' and 'state-owned enterprise reform' will definitely diverge and intensify."

"The more differentiated, the better, at this time, what we want is disagreement."

"Yes, only enough disagreement and enough chip exchange can bring new market and play a sufficient market height."

"I'm afraid that the divergence will be too big and bring down the sentiment of the market to be long!"

"As long as Mr. Su, the core vane of the market, does not sell on a large scale, the problem should not be big, and according to Mr. Su's trading behavior on the two main lines of 'infrastructure' and 'state-owned enterprise reform', I think it is absolutely impossible for him to sell on a large scale in this position."

"'Infrastructure', 'state-owned enterprise reform' the two core main lines, is Su Zong's big strokes, although these two main lines related to popular stocks, short-term gains are not small, but in the strong expected logic support, it is obvious that there is still a lot of room not to come out, Su total heavy position in this field, categorically will not be here on a large scale to sell profits, and as long as he this market' If the hope of the majority of investors is not extinguished, then in the index shock, the market's bullish sentiment will not fall to a situation completely suppressed by the bears. ”

"It makes sense, in general, this position needs to be cautious, but it is not appropriate to be overly bearish."

"First do a wave of high and low switching market, and then wait for Shibei High-tech, Beixin Road and Bridge, Waigaoqiao, Shanghai Sanmao, Huaxia Happiness, Huaguo Metallurgical, Huaguo China Railway...... After this large number of "infrastructure" and "state-owned enterprise reform" hot stocks were fully adjusted, they took the second wave of the main rising market. ”

"Well, sure enough, a market like this, driven by large-cap blue-chip core stocks, still has to follow a trend."

"There's nothing wrong with going trendy!"

"Patience! Next...... It should be time to be more patient. ”

At the same time, the foreign investment bank and the Bank of Asia, which are for the strategic development of "big country infrastructure", have also spread the news of their establishment, which has boosted the investment logic and future expectation of the main line of "infrastructure" in the market.

And, when the time comes in the evening......

In the direction of the main line of 'state-owned enterprise reform', among the hundreds of 'state-owned assets holding' background stocks in the two cities, 6 stocks have announced the suspension of restructuring and mixed reform, and such news has further stimulated the hype and expectation space of the main line of 'state-owned enterprise reform'.

However, there are positive benefits from the market and the macro picture.

After further stimulating the market's long sentiment, in less than 3 hours, this re-emerging high-pitched long sentiment fell again in the sharp low opening of the U.S. stocks, and after a night of external trading, when the U.S. stocks finally closed sharply down, and the entire global financial market slowly surged panic, this kind of pre-market long sentiment stimulated by the market fell directly to the bottom and was suppressed by the bearish sentiment again.

Finally, Friday, April 25, at 9:15 a.m.

When the two cities ushered in the call auction again, the market bullish sentiment has been completely shrouded in the shadow of bearish sentiment, the two cities of various industry plates, concept plates, have opened low, the entire market a total of more than 1,800 stocks, more than 75% of the stocks show a green plate low opening state.

Among them, to the surprise of the majority of investors in the market......

It is a few days ago quite strong performance of the "infrastructure", "state-owned enterprise reform" two main areas of many popular core stocks, in the case of last night's market stimulus, today in the initial stage of the call auction, it was significantly behind the performance of other areas of the two cities, there is a quite obvious form of making up for the fall.