"It's okay, it's not that bad!"

At 9:20, seeing the overall market situation, compared to 9:15, there were some obvious signs of recovery, Yuhang, Minghui Capital, in the fund trading room, He Hong, who was carefully watching, was also slightly relieved.

Yesterday, when the market broke through, at the request of General Manager Xu Zhongji.

However, he basically put all the remaining available funds of the fund into the market of the target stocks.

It can be said that at this moment, the company's main fund products he is responsible for have been in a full state, and the holding cost is not low, if today's Shanghai Index is affected by the bearish sentiment in the peripheral market, the 2200 point mark did not hold, and fell back, once again forming a false breakthrough state.

All the chips that the fund increased its position in yesterday will most likely fall into the loss.

This will also drag down the net performance of fund products and cast a shadow on the company's semi-annual performance report, of course...... More importantly, it will directly affect his performance and thus his income.

"How?" Xu Zhongji, who had just finished the morning meeting of the internal management, walked into the trading room, and just heard He Hong's breath of relief, and couldn't help asking, "The mood is very bad?" The market opened sharply lower? ”

"Not really." He Hong looked back and saw that it was Xu Zhongji, the general manager, and replied with a smile, "The market reaction is weaker than expected, but there is no corresponding panic selling, I feel that the resilience of the market is not weak, the market money-making effect is still there, and 2200 points should form substantial support for the index." ”

When Xu Zhongji heard this, he bowed his head slightly and said: "That's good, as long as the index can be maintained above 2,200 points, so that this previous pressure threshold can form a substantial support platform, and completely reverse the logic of market investors' market expectations for the future, then there will be no problem for the market to continue to open up market space." ”

As he spoke, he also cast his eyes on the big screen in the trading room to present the market.

At this moment, the time has been shifted to 9:23, the overall performance of the two cities, is still the 'infrastructure', 'state-owned enterprise reform' two main areas of the concept of the sector, the industry sector led the rise, and the two cities on the list, in addition to the resumption of some stocks, the top of the ranking, is still 'infrastructure', 'state-owned enterprise reform' two core areas of popular stocks.

"Hey, Beixin Road and Bridge didn't even have a word price limit to open."

Xu Zhongji saw that the core leader of the two cities, Beixin Road and Bridge, was hovering at 7 or 8 points, and the market trading was fierce, and the differences were quite large, and he couldn't help but be slightly surprised: "It seems that the market is still lacking in confidence and sentiment in the high-level leading stocks, and it is difficult to form a consistent expectation!" ”

"But the premium increase of 7 or 8 points is already very strong." He Hong answered, "According to this collective bidding volume, if the main funds in the Beixin Road and Bridge Yard are not smashed after the opening, there is obviously hope for continuing to seal the board, in fact...... Like this kind of high-level leading relay, changing hands to the daily limit, it is far farther than the one-word daily limit, and it is also easier to gather market sentiment. ”

"Hmm!" Xu Zhongji bowed slightly, "From the corner of speculation, this is true, but this check, in the case of the comprehensive increase in the seats of Mr. Su's 'Fusheng Road' yesterday, coupled with the emotional assistance of the Shanghai Index after breaking through the pressure of 2200 points, there are quite differences today, which proves that the current market still does not have consistent emotional expectations, and also shows that the index is in this position, and I am afraid that there will be violent shocks." ”…

"As long as the index does not break 2,200 points and oscillates on the upper edge of the box, it will be fine." He Hong responded.

"It should be a benign shock." Xu Zhongji pondered for a moment, and then said, "Yesterday in addition to the impact of the external market trend, there was no negative in other aspects, it stands to reason that this morning should be the lowest point of sentiment, since the market is not much lower now, the mood has stabilized, then there will be no more panic killing." ”

As he finished speaking, at this moment, the time had passed to 9:25, and the call auction between the two cities ended.

After a total of 10 minutes of call auction time, the Shanghai Composite Index finally maintained a flat opening trend, falling 0.02% to 2217.98 points, while the Shenzhen Index and the ChiNext Index opened relatively low, down 0.19% and 0.23% respectively.

In addition to the index, the concept sector, and the performance of individual stocks......

'Infrastructure', 'state-owned enterprise reform' two main line of conceptual areas, related concept plates, industry plates, still led the two cities, high opening range, are greater than 0.5%, and yesterday's relatively good performance of the 'Shanghai Free Trade Zone', 'Internet finance', 'mobile Internet', 'smart phone industry chain' and other main line concept areas, related concept plates, industry plates, followed the index fluctuations, slightly lower.

Among them, yesterday's performance was sluggish, and the pharmaceutical and consumer sectors were relatively in a state of adjustment.

Today's opening is relatively strong, and the opening performance is second only to the two core areas of 'infrastructure' and 'state-owned enterprise reform'.

As for the many core popular stocks and popular stocks in the market that rose to the limit yesterday.

The performance of the opening market is both strong and weak.

Mainly, the popular stocks belonging to the field of 'infrastructure' and 'state-owned enterprise reform' are still strong, although the stock prices of each stock are already at a relatively high level at the moment, but there are still not a few people who actively chase the funds raised, and the buying orders are still suppressing the selling orders.

Of course, within these two core main areas.

Several leading stocks such as Beixin Road and Bridge, Shibei High-tech, Huaguo China Railway, and Huaguo Metallurgical are the most popular among market investors, and their performance is even stronger.

Among them, Beixin Road and Bridge opened 7.55% higher, and the entire collective auction transaction exceeded 43 million.

Shibei High-tech opened 4.33% high, and the entire collective auction transaction exceeded 10 million, which was also a significant increase.

Huaguo China Railway and Huaguo Metallurgical two large-cap leading stocks opened about 2.5% higher, and the entire set auction transaction finance also exceeded 40 million, compared with the previous few days, they are in a situation of substantial volume.

On the contrary, it is a popular stock in the field of 'mobile Internet' and 'smartphone industry chain'.

Even though these stocks showed a strong bottoming out rebound yesterday, many of which blocked the price limit, but from today's call auction, as well as the opening results, its disk performance, did not show any continuity, selling orders have suppressed the buying order, all of which opened slightly lower, basically without any premium.

Seeing such a situation of the opening of the two markets, the majority of market investors have different emotions.

There are disappointments, surprises, and blandness.

In general, the market sentiment is intertwined between long and short, and the consistent sentiment that many people expected has not appeared.

"The market is not small!"

At this moment, in the Yuhang Youzi group where Su Yu is located, someone sighed. …

"There are differences, there is a market, I think today's market is the best trend pattern."

"Indeed, the confidence of the market has not been fully established, at this time, in fact, the consistency of the long sentiment will not go far at all, but it is the manifestation of this emotional divergence, the market rebounds high, and you can continue to look high."

"Judging from the opening situation, the core hot spots of the entire market are still on the two core main lines of 'infrastructure' and 'state-owned enterprise reform'!"

"This is inevitable, and the entire market, and only these two main lines, show a strong continuous money-making effect."

"The main reason is the blessing of Mr. Su's seat!"

"Market confidence has not been fully restored, the overall incremental funds, limited funds, and a comprehensive rebound market cannot be continued, so the market is biased towards one or two core main lines, and making a sustainable breakthrough is not only the best choice, but also the inevitable choice of all kinds of funds in the market."

"Indeed, at this stage, there is only hope if you break through the surface with a point."

"Since the market is still hyping around the two main lines of 'infrastructure' and 'state-owned enterprise reform', the tickets for Beixin Road and Bridge, Shibei High-tech, and Pudong Construction should still be on it, right?"

"Beixin Road and Bridge's collection bidding today can be a bit large!"

"Six days and four boards, the amount of energy is getting bigger and bigger, it is inevitable, look at the change of hands after the opening, if the large change of hands, the intraday time shrinkage, and the stock price has not fallen too much, then you can go on, vice versa...... Although this check is blessed by Mr. Su's 'Fusheng Road' seat, it is also dangerous to have a large number of profit orders and the impact of the upper hedge plate. ”

"I think it can still be continued, after all, this check is already the market consensus of the 'infrastructure', 'state-owned enterprise reform' two major market core main line of the total leader, although the check inside the profit plate and the hedging plate heavy, but in the whole market under the eyes of investors, the collection of active funds and undertaking funds, is also the most in the market, with the current height of the check, continue to go up, there will not be too much pressure."

"Agree, since the market expects that the check of Beixin Road and Bridge is the main line leader of the two cities, then in the case of the two core main lines of 'infrastructure' and 'state-owned enterprise reform', the sentiment and market of this check will not collapse, in fact, ...... At this time, there is a disagreement on the board, which is really a good thing. ”

"Beixin Road Bridge at least doubled!"

"I also think that this check has at least doubled the market, if this check can't open the space, then 'infrastructure', 'state-owned enterprise reform' in the two core main areas, the other votes will not be able to open the space, and ...... I believe that Mr. Su, his large-scale intervention in the position is by no means just to earn this or 20 points of profit. ”

"I also think it's a good opportunity to buy the relay, and the opening has already gone into 4 million."

"I'm afraid of heights, so it's safer to do North High-tech."

"I also think that the high-tech potential of Shibei is huge, this check lags behind the nearly 25% increase of Beixin Road and Bridge, but the concept, fundamentals, and even market heat are not inferior to Beixin Road and Bridge, but there is no Su Zong's seat bonus, I think...... If you can't go up the Beixin Road Bridge, this check has the potential to be the leader of the Beixin Road and Bridge. ”…

"Yes, in case the market sentiment falls, everyone's risk appetite decreases, and the funds are switched between high and low, the opportunities of the city's North High-tech will be significantly greater than that of Beixin Road and Bridge."

"Forget it, I still believe in the theory that the leader is strong and the strong is always strong."

"Diversify the risk and buy both, right?"

"The line of 'Shanghai Free Trade Zone' is actually not weak, the core leading stock Shanghai Sanmao, which has gone in the past few days, seems to be stronger than Shibei High-tech, and I feel that there is also the value of participation!"

"Shanghai Sanmao is the three musketeers of the Shenzhen market, I think it's better to avoid it."

"Yes, these three guys, smash up the plate, it is not soft at all, relay Shanghai Sanmao, it is better to relay Beixin Road and Bridge safely, after all, although Beixin Road and Bridge is a dominant family in the field, but Mr. Su's seat, before the main line market is completely broken, is rarely smashed, and looking at the collection bidding situation of Beixin Road and Bridge in the morning, it is obvious that Mr. Su is still locking up."

"Why is there no one on Huaguo China Railway and Huaguo China Metallurgical?"

"How can this kind of large-cap blue-chip stocks of hundreds or hundreds of billions be listed? In addition to Mr. Su's amount of funds, it is estimated that only some large institutions are interested. ”

"This kind of ticket, generally only when the market works together, can there be a market to do."

"With this amount of funds, don't make up for this kind of large-cap blue-chip stocks, or bet on the opportunity of the concept leader is greater, trading, or the road to simplicity is better, you want any opportunity, you want to do any stock, and often you can't get anything in the end."

"It makes sense, the simplest trading rules and methods are the most effective."

In the midst of the discussion, under the rapid refresh of the news in the group, the short suspension time of 5 minutes passed in a flash, and the two markets ushered in the official trading session.

Saw......

When the time just crossed 9:30, nearly 2,000 stocks in the two cities began to beat again.

As the highest degree of the two cities, the majority of investors are known as the total leader of the concept of the two cities of Beixin Road and Bridge is once again explosive, within half a minute, its turnover, from the opening of more than 40 million, a jump to more than 100 million, and in the rapid outbreak of the volume, the stock price is also rapidly upward, from the opening of more than 7 points of gain, lightning approaching the price limit.

", it's so strong, it seems that the faucet is always the faucet!"

Seeing that the opening was only a minute, the stock price of Beixin Luqiao went straight to the price limit, and the exclamations on various online trading forums and in the chat groups of retail investors were endless.

"The strong Hengqiang, Beixin Road and Bridge are ironclad today!"

"! If you don't grab it now, when will you wait? ”

"It's already full of warehouses, the total leaders of the two cities, plus the heavy positions held by Mr. Su, I don't believe that Beixin Road Bridge doesn't even have the height of 5 boards."

"From the second wave, even if the board is sealed today, this is only the second board."

"Haha, Beixin Road and Bridge didn't open a word today, that is, to send money, I didn't say it, I directly pursued it with a full warehouse."

"Chase, you must chase, follow Mr. Su, there must be meat to eat!"

"I really can't wait for the funds in the check field of Beixin Road and Bridge to sell more, so that the turnover can be higher, and the higher the change of hands, the greater the strength of the follow-up market will continue."

"I'll ...... The limit is up! ”

"Just now, this 5 consecutive 10,000-lot orders is really violent!" …

"9% of the turnover is about the same, right? Fortunately, there was no hesitation today...... Grabbed it. ”

"Your sister, I just made a late order, and I missed a penny of the deal, so I didn't buy it, hey...... I can't be greedy for this little bit anymore. ”

"I put up a buy order at the opening price, but it was not filled, and I didn't have time to chase it later."

"Haha...... It was said that the Beixin Road and Bridge opened today, and it was to send money, and sure enough...... It's really a giveaway! ”

"If you can't buy Beixin Road and Bridge, hurry up and buy Shibei High-tech, I feel that Shibei High-tech is afraid that it will also have a limit, this check ...... It should be the market dragon two, right? ”

"Damn, it's too late to remind you, Shibei High-tech has risen in a straight line."

"The three major indexes of the market have all turned red, and the Beixin Road and Bridge Bull has brought the market up again......"

With the fierce and excited discussion of many retail investor groups, in the rapid flow of time, but in 5 minutes, the market returned to the trend of a comprehensive rise, not only the index turned red, but yesterday by all kinds of funds, all the main funds pursued many popular stocks, but also rioted, the stock price was driven by a large number of follow-up funds, and there was a straight rise trend.

And driven by the trend of almost second closure of Beixin Road and Bridge.

At 9:38, Shibei High-tech was also continuously grabbed by many main funds, and the stock price penetrated all important moving averages to suppress, forming a trend of two consecutive daily limits.

At 9:42, the two core main lines of 'infrastructure' and 'state-owned enterprise reform', the related concept sector and industry sector index rose to 2%, and all the popular stocks in the field were attacked by the main funds.

At 9:48 a.m., the Shanghai Sanmao straight line board, so far, the most popular market, gathered the market active short-term investors almost all the eyes of the 'hot three musketeers' to achieve all the limit, and have achieved the trend of the board, the market will continue to make money, further expanding.

Seeing that the continuous money-making effect of the market is still expanding, and seeing the pressure of 2200 points, it is indeed a thing of the past.

Time arrives after 10 o'clock in the morning......

The investment sentiment in the two cities began to further recover, and the investment risk appetite of the entire market also began to rise again, and the overall buying began to continue to suppress the market selling.

With the continuous suppression of buying and selling, the Shanghai Index, Shenzhen Index, and ChiNext Index also continued to rise.

Finally, at 10:45, the Shanghai Composite Index rose more than 1%, refreshing the intraday high to 2241.49 points, which is getting farther and farther away from the 2200 point mark that the majority of investors in the market are worried about.

Similarly, the Shanghai Composite Index is getting farther and farther away from the 2,200-point mark.

In the market, everyone's consensus that the Shanghai Composite Index has completely broken through the pressure of 2200 points and fully opened up the upside rebound space is becoming stronger.

Moreover, the deepening of this consensus is also constantly catalyzing the market's continuous upward short squeeze.

"Under the suppression of the bearish sentiment in the external market, I really didn't expect that the market could go so strong today." Seeing that the Shanghai Index opened slightly lower at the beginning of the session, rising all the way, penetrating a 1% gain, and refreshing the rebound high to 2241.49 points in one breath, at this moment, Yuhang Yinhua Public Fund Company, the internal 'value investment mixed selection' fund product trading room, Zhu Peng, the head of the trading team and assistant to the fund manager, said with some surprise, "This is a bit like a continuous short market, isn't it...... Is the big market really kicking in? Bull market...... It's really coming! ”…

In his memory, this year, the market has never been so strong.

Not to mention the continuous high white line, the independent market trend under the bearish situation in the peripheral market, there is not even a small rebound in the 100-point range.

Today, the market trend is completely different from the first quarter of the year.

This had to make him think more.

"The market trend in the past two days is indeed greater than most people expected, but it is probably too optimistic to say that the big market, bull market and the like." Zhou Yang, the fund manager in charge of the 'Value Investment Mixed Selection' product, stared at the changes in the two markets and said with a smile, "The entire market is still in the movement, development and diffusion of the two main lines of 'infrastructure' and 'state-owned enterprise reform'. ”

"The market can't get out of the bull market with just one or two main lines, and it can't start a sustained big market."

"Therefore, before the market fully diverges and blooms more, let's look at it as a rebound, which is better."

"Of course, market sentiment and investment confidence are picking up, and the actions of institutions and investors have become more aggressive in recent days, which are all facts."

"As for these facts, can they be transformed into greater market momentum."

"It depends on whether there are other major main line concepts that can undertake the market and continue the money-making effect of the market after the two core main lines of the market of 'infrastructure' and 'state-owned enterprise reform' have reached a certain high level...... Only the diffusion of the main line market and the continuation of the money-making effect can bring about a big market and a bull market, before that...... No matter how the market changes, it can only be seen as a rebound. ”

"Then the position of our fund ......" Zhu Peng paused and asked, "Or will it remain the same?" ”

Zhou Yang nodded and responded: "Let's maintain the current position first, before the bull and bear trend of the market has not changed clearly, it is not easy to follow up at the rebound high." ”

"But if the market is really continuously shorted." Zhu Peng said, "Then we are going to completely miss this round of market." ”

Zhou Yang thought for a while and said: "The rebound market in the bear market is extremely difficult to master, this round of short-footed short, I don't believe that after the index crosses 2200 points, it will really go away without looking back." ”

As the two discussed, the same moment......

Magic City, inside the Yinghui Fund, in the trading room of the 'Yinghui No. 1' fund products.

Fund manager Liu Guanhai saw that after the index broke through 2,200 points, it has been rising, and the two main concepts of 'infrastructure' and 'state-owned enterprise reform' are getting stronger and stronger, while the two main concepts of 'mobile Internet' and 'smartphone industry chain' that he has a heavy position in are getting farther and farther behind the market, and his heart can't help but become more and more anxious.

"Manager, LeTV, Hua Qingbao, and Huayi Brothers, who have heavy positions in our fund, have begun to fall again instead of rising." Yu Lei, the leader of the trading group, reported helplessly, "The flow of funds on the disk of several stocks has shown a large outflow, and I feel that the upward pressure is still great." ”

"What do you think?" Liu Guanhai glanced at the disk of these stocks irritably and asked.

Yu Lei thought for a while and said, "Why don't you ...... Let's adjust the position, shall we? The two main lines of "mobile Internet" and "smart phone industry chain" have been underperforming the market recently, without any main funds, I feel that the market style has indeed changed, and in a short period of time, the line of "growth stocks" is estimated to be nothing. ”…

"Where to rebalance?" Liu Guanhai continued to ask.

Yu Lei responded: "The strongest main line in the market is currently 'infrastructure' and 'state-owned enterprise reform', and if we want to adjust our positions, we can only do it in these two directions." ”

"But the position in these two directions is not low!" Liu Guanhai sighed, "The index rebounded, I don't know when it will end, the two lines of 'infrastructure' and 'state-owned enterprise reform' have exceeded the index by about 20% on average, and we will chase it at this time...... The risk factor is not low. ”

Previously, because of his stubbornness, the fund did not have any positions on the two main lines of 'infrastructure' and 'state-owned enterprise reform'.

Now, the entire market is hyped around the two main lines of 'infrastructure' and 'state-owned enterprise reform'.

At this time, looking back, even if he wanted to admit his mistake and want to adjust his position and exchange shares, he couldn't find an opportunity at all, so he had to hesitate even more.

"Hey......"

After thinking about it carefully, in the end, Liu Guanhai sighed heavily, gave up Yu Lei's suggestion, and said, "Let's wait and see, wait and see!" At this time, it is really not a good opportunity to adjust positions, I don't believe that the two lines of 'infrastructure' and 'state-owned enterprise reform' can be strong, and I don't believe that after the index breaks through 2200 points, it will really go back and no longer step back. ”

With his stubbornness and hesitation, the company went to another trading room.

Shao Xiaoyun, who has been in charge of the 'Yinghui No. 2' fund and has been promoted to fund manager, has been in charge of the 'Yinghui No. 2' fund, and has been promoted to the fund manager, after pressing into the two main core hot stocks of 'infrastructure' and 'state-owned enterprise reform' in a few days, he is staring at the two markets at the moment, and the main line of popular stocks that continue to deduce the market are full of joy and excitement in his heart.

"Sure enough, stock speculation has to follow the strongest main line of the market." Shao Xiaoyun said with a smile, "If it remains unchanged, it can only be eliminated by the market." ”

"The Boss is right." Shao Xiaoyun's fund assistant next to Ying Hedao.

"The annual net value of our No. 2 fund should have exceeded that of No. 1 fund, right?" Shao Xiaoyun then asked.

The assistant nodded and replied: "It has exceeded 7% of Fund 1, and after the boss took over Fund 2, this year, the net value of our Fund 2 has risen by 11%, which is already the top level in the industry, to be honest...... The investment level of the boss is not much worse than that of Mr. Su of 'Yuhang Investment'. ”

"Mr. Su ......"

Hearing the assistant mention this name, Shao Xiaoyun crossed the legend about this name in his mind, and his eyes couldn't help showing a sharp light, and he snorted lightly: "One day, I will surpass him." ”

As he spoke, he turned his gaze to the trading boards of the two markets again.

I wanted to pay attention to the Shanghai Composite Index to further break through, and before the close of trading at noon, it refreshed the intraday high and stood at the 2250 mark again, but I never thought about it...... At this time, the market trend that had broken through strongly suddenly stagnated, and many popular stocks with good gains suddenly sold a huge increase and stock prices dived.