I saw that in a short five-minute emotional brewing, the stocks that opened higher increased the divergence of the disk.

Beixin Road and Bridge, Shibei High-tech, Shanghai Ganglian, Shanghai Sanmao, High-tech Development, Shanghai Construction Engineering and other popular mainline leading stocks, the volume of the disk can further increase sharply, and the stock price is also in the volume of energy, declining rapidly, of which the share price of Beixin Road and Bridge rose within a minute, that is, fell to about 5%, Shibei High-tech, Shanghai Sanmao, Shanghai Ganglian a few checks, the stock price rose was a lightning drop to near the flat.

And with the rapid decline of these popular mainline leading stocks.

In the market, several major indices have also fallen rapidly from the state of high opening.

At 9:33, but within 3 minutes of opening, the small and medium-sized board and the gem index swallowed up all the high opening gains, forcing the ** position.

At 9:35, the deep index retraced, engulfing all the gains of the higher opening.

At 9:39, the Shanghai Composite Index retreated to within 0.3%, almost completely engulfing all the gains of the high opening, and the two core main lines of the market's 'infrastructure' and 'state-owned enterprise reform', as well as the concept plate index and industry sector index in related fields, also fell back to within 1%.

At 9:41, the core concept leader with the highest attention in the two cities, Beixin Road and Bridge, began to rebound briefly after the rise fell to the lowest position of 3.22%, and the intraday turnover also broke through the 200 million mark, showing an extremely fierce trading scene and disk liquidity.

As Beixin Road and Bridge bottomed out and rebounded in the intraday......

The major popular stocks and the main areas of the core market that have been vented by the mood at the beginning of the session have also begun to bottom out.

At 9:43, the rise of Beixin Road and Bridge rebounded to about 5%, and the Shanghai Composite Index quickly returned to the 2230 point mark after hitting the lowest level of 2223.21 points.

At 9:45, the Shanghai Composite Index began to move sideways around 2230 points.

At this time, popular concept leading stocks such as Beixin Road and Bridge, Shibei High-tech, Shanghai Sanmao, and Shanghai Construction Engineering, as well as Huaguo Construction, Huaguo China Railway, Huaguo China Metallurgical, Huagong International and other medium and large-cap main line blue-chip stocks, have also fluctuated sideways near the opening price, and continued to digest the on-site profit disk and the floating hedging disk at this range price.

At 9:51, at the moment when the two core main lines of 'infrastructure' and 'state-owned enterprise reform' and the major popular stocks in the early stage fell into a sideways shock pattern at a relatively high level, the active funds chasing hot spots in the market began to flow rapidly to the marginal concept stocks at the low level of the two core main lines of 'infrastructure' and 'state-owned enterprise reform'.

At 9:55, when many popular stocks were still trading sideways at a high level, stagnation in volume, and it was difficult to continue to break through.

Some low-level local state-owned background stocks that superimpose the main concepts of 'infrastructure' and 'state-owned enterprise reform', such as Chongqing Development, Beijiang Jiaotong Construction, Delong Transportation, Gannan Expressway, Pudong Construction, ...... and other stocks, they have begun to rise rapidly, among which the three stocks of Northern Xinjiang Communications Construction, Pudong Construction, and Chongqing Development have touched the daily limit.

At 10:01, in the two main areas of 'infrastructure' and 'state-owned enterprise reform', related concept plates and industry sectors began to rise again.

Only this time, it is no longer the previous popular stocks that drive the indices of various concept sectors and industry sectors.

On the contrary, it is some marginal concept stocks that make up for the rise at a low level.

At 10:05, under the rise of these low-level marginal concept stocks, the concept plates such as "Shanghai Free Trade Zone", "Smart City" and "Rural Revitalization" began to exceed the "state-owned enterprise reform" concept plate, ranking in the forefront of the two cities' concept plates, and at the same time, in terms of industry sectors, "public transportation" and "real estate" also squeezed into the forefront, surpassing the two major industry sectors of "building decoration" and "building materials" that were led at the beginning of the day, ranking in the forefront of the industry sector gains list in the two cities.

At 10:10, when the two core main lines of 'infrastructure' and 'state-owned enterprise reform' were completing the switch between the high and low levels of the internal market of the plate.

There is a main force of funds that has launched an attack on the 'military-industrial' sector.

I saw several consecutive large orders of 10,000 hands, bombarded the stock of Hongdu Airlines, and directly pulled its stock price from more than 1 point to more than 5%, and at the same time, it ...... In the same sector, there are also a large number of buying funds pouring in on stocks such as Hangfa Power, Yaxing Anchor Chain, and BDStar, and the stock price has changed significantly.

Under the surge of this main capital......

At 10:12, Hongdu Aviation hit the price limit in a straight line, and the "national defense and military" industry sector, as well as the "military concept" sector index under the leadership of Hongdu Aviation Sealing Board, is also a lightning rush, from the two cities originally lagged behind the performance of the market, no one paid attention to the situation, directly rushed to the forefront of the two cities, second only to the "infrastructure", "state-owned enterprise reform" two main areas of related concept plates, industry sector index performance.

"Hey, the military industry actually rushed out!"

Seeing the changes on the disk, the magic capital at this moment, inside Zexi Investment Company, in the trading room, Zhou Kan said in surprise: "Boss, it seems that in this market, there are really a lot of funds that want to borrow the main capital of 'Yuhang Investment' Su Zong, and the military industry line can still be brought out without obvious market expectations." ”

"Extremely fast pulling, and the amount of energy has not been released, this kind of pulse-like fluctuation is just a deception." Xu Shen stared at the big screen in the trading room, Hongdu Airlines, which had already risen to the limit, and the 'military' related fields that rushed to the top of the two cities' growth list, chuckled, and said, "It is estimated that it is the main capital of large institutions that have a relatively deep set in the field of 'military industry'...... There is basically no amount of energy and space to sustain. ”

"I also feel like the main force is saving itself." Zhou Kan nodded in response.

Xu Xiang's eyes were bright, paused, and continued: "Today's market sentiment is not bad, the field of 'military industry' involves some concepts of wealth road, like this kind of rapid pull trend, it should be able to deceive some people, this main force of self-help, at this time to carry out 'point to surface' type of pulling, it is also smart." ”

"Well, don't pay attention to the field of 'military industry'......"

Xu Shen pondered for a moment, and then said: "Today's market performance, the real core of the market, is in the 'infrastructure', 'state-owned enterprise reform' two main lines of internal market switching, from the first half of the hour's trading situation, 'infrastructure', 'state-owned enterprise reform' The two main lines of the market, began to develop deeply. ”

"The boss is talking about the 'Shanghai Free Trade Zone' field, and the transportation sector that is leading the rise today, right?" Zhou Kan responded.

Xu Shen responded: "Not only these two sectors, but also the hot stocks in the early stage of the two core main lines of 'infrastructure' and 'state-owned enterprise reform', such as Beixin Road and Bridge, Shibei High-tech, Huaguo Communications Construction, Huaguo Metallurgical, Huagong International...... After this batch of stocks opens up the market upside and valuation space, under the rapid recovery of market sentiment, many other low-level stocks with the same concept have been left behind due to insufficient incremental funds in the market, and the space for expectation and imagination has all come out. ”

"In other words, the two core main lines of the market, 'infrastructure' and 'state-owned enterprise reform', will spread in an all-round way under the leadership of popular stocks in the early stage."

"Today's 'Shanghai Free Trade Zone' and 'Transportation Sector' are just two of them."

"What concept plate in the follow-up, as long as it can involve the concepts of 'infrastructure' and 'state-owned enterprise reform', it can be hyped according to the expected logic of these two main lines."

"I call this the 'pan-mainline' hype."

"Pan-mainline concept hype?" Zhou Kan was slightly stunned, "Is there any difference?" ”

Xu Shen smiled and continued: "When the market deepens and spreads, the hype vitality of the main line market will be greatly improved, and at the same time, after superimposing a variety of concepts, the imagination space and hype stories will be much broader, which is more conducive to the continuation of the market's money-making effect." ”

"Moreover, this logic, once it is widely recognized by the majority of investors in the market."

"The height of the speculation space of the core concept stocks will also be greatly improved, and the corresponding ...... The height of the index's rebound will also most likely exceed previous expectations. ”

"Overall, it is a good thing that the main line market has deepened and developed."

"Then we ......," Zhou Kan responded, "Do we need to adjust our positions accordingly?" ”

Xu thought for a while and said: "You can increase the low-level stocks in the fields of 'infrastructure' and 'state-owned enterprise reform'...... The selection has been rushed out of the intraday and has been recognized by the active funds in the market, such as Chongqing Development, Northern Xinjiang Communications Construction, Pudong Construction, etc. ”

"Okay!" Zhou Kan answered, and then gave instructions to the traders.

And with his commands......

At this time, the market trading time has crossed 10:20.

On the disk, the sharply soared 'military' sector in the field of 'military', in the market has not been generally recognized by active funds in the market, and the follow-up volume can not be enough to undertake the rapid rise of the stock price, and began to fall rapidly from the highs, among them, as the core leader of the sector breakthrough Hongdu Aviation, in the entire 'military' field of plate gains fell rapidly, the originally sealed price limit board also quickly opened, and the stock price fell from the price limit.

"What's the matter, the line of 'military industry', this is a deception, Hongdu Aviation can't even seal the first board?"

Seeing that the 'military' sector has walked out of a pulse-like upward and downward trend, in the wave of pull-up just now, some people in the investor group chasing high and buying depressedly sighed.

"No doubt, it's a deception!"

"Fortunately, I didn't chase it, otherwise I would have been buried again, the main force pulling the line of 'military industry' is simply poisonous!"

"The main force is blind, the field of 'military industry', there is no expectation at present, and those who follow the trend are stupid, they don't think that as long as the stocks held by Mr. Su will rise, right?"

"According to the fund holdings announced by Mr. Su, the overall position level of the two main funds of the 'Yuhang Department' in the field of 'military industry' is less than 5% of the total position, this line is not the main line of Mr. Su's core concern at all, and it may not necessarily rise.

"Indeed, but there shouldn't be many follow-ups, right?"

"Now I still pay attention to the stock market, and the investors who trade on the floor are basically old stockholders, and newcomers don't say no, but there are certainly very few, and few people will be fooled by this kind of common trick."

"It is still the trend of the two core main lines of 'infrastructure' and 'state-owned enterprise reform'."

"Indeed, but today I feel that all the low-level stocks are making up for the rise, and the popular stocks in the early stage are basically maintained around the opening price."

"Yes, even Beixin Road and Bridge seems to be a bit of a stagflation."

"The popular stocks in the early stage have risen a lot, compared with the index increase, almost generally exceeded the index increase by about 20%, and now the high level is shocking, stop, I feel nothing bad."

"Although the hot stocks in the early stage are a bit of a high-level stagnation, the index of various conceptual sectors is still very strong."

"Well, today's strongest concept plate turned out to be the 'Shanghai Free Trade Zone', it seems that this plate has completely fallen back to the original point after being hyped last year, and there is still a great opportunity in the follow-up!"

"The transportation sector, the high-speed rail sector, the concept of rural revitalization, etc., are also quite strong today."

"It feels like the market has diverged."

"It's not divergent, it's deep, on the whole, today's soaring stocks still haven't departed from the two core directions of 'infrastructure' and 'state-owned enterprise reform'."

"It's true, Chongqing Development, Northern Xinjiang Jiaotong Construction, Pudong Construction, Shanghai Construction Engineering, Financial Street...... and other stocks that have risen sharply, still in the two main areas of 'infrastructure' and 'state-owned enterprise reform'...... According to this kind of disk trend, is it a greater opportunity to chase the concept stocks in the field of 'infrastructure' and 'state-owned enterprise reform' at this time? ”

"I can't say exactly, but whether it's a hot stock in the early stage or a concept stock that makes up for the rise at a low level, it should still be able to rise."

"All in all, just stick to the two main lines of 'infrastructure' and 'state-owned enterprise reform'."

"Looking at the turnover rate of Beixin Road and Bridge, it is estimated that it will be difficult to seal the board today."

"It's true that the pressure on the three boards is very high, but even if you can't go up and down today, you shouldn't be able to go down."

"Even if it can't be stopped, Beixin Road and Bridge is also the highest target in the two core main lines of the current market's 'infrastructure' and 'state-owned enterprise reform', right?"

"There is no doubt about this, looking at the turnover and trading volume, it is absolutely, still the most concerned leader in the two cities."

"Then don't worry too much, this kind of change of hands shock trend is definitely not a sign that the stock price has peaked, and since it is not a sign of a peak, then I will continue to hold it."

"It's still the same sentence, I finally caught a leader, and I didn't see Mr. Su's 'Fusheng Road' seat sold on the Dragon and Tiger list, I won't sell it."

Many retail investor groups have heated discussions, and they quickly follow the trend and adjust their positions......

At this moment, Yanjing, Chenghua Public Fund Company, 'Chenghua Select No. 1' Fund Product Internal Trading Room.

Fund manager Gong Tiancheng looked at the two main lines of 'infrastructure' and 'state-owned enterprise reform' related industry sectors and concept plates, as well as the 'military' field sector that has fallen rapidly and has almost fallen back to the previous position, and couldn't help sighing lightly and said: "Sure enough, without other favorable cooperation in the market, it is still difficult to form a sustained follow-up force with the fame of Mr. Su of 'Yuhang Investment', and truly maintain the market of the 'military industry' line." ”

Just now, the wave of concentrated efforts in the field of 'military industry' was their handiwork.

It's just a pity that it didn't really inspire the market of this line.

"How many chips did we toss?" After feeling helpless, Gong Tiancheng turned to ask Zhou Qiang, the assistant behind him.

Zhou Qiang glanced at the background data of the computer and said: "With a net sale of 47 million funds, our fund's position in the field of 'military industry' has been reduced a lot, but there is still a certain gap compared to our expectations." ”

"47 million!" Gong Tiancheng muttered this number, was silent for a moment, continued to sigh, and said, "Since we have tried, we can't drive the market of this line, so let's continue to sell, kill the fall and sell, and at the same time ...... Reduced funds, buy 'infrastructure', 'state-owned enterprise reform' in the field of low-quality stocks, 'infrastructure', 'state-owned enterprise reform' the two core main line market is getting deeper and deeper, I feel that a number of low-level high-quality stocks after the rise, I am afraid that the main rise of these two main lines, is coming, we must complete the core position adjustment of the fund as soon as possible before the main rise of the two main lines of the market. ”

"The line of the military industry...... Is there really no chance? Zhou Qiang looked at the fund account with a comprehensive loss, and asked helplessly.

Gong Tiancheng responded: "Who knows? But we have been guarding for so long, and we really didn't see any opportunities, but instead held weak sectors, hesitated, and missed the entire initial market of the outbreak of the two core main lines of 'infrastructure' and 'state-owned enterprise reform'...... In terms of trading decisions, no matter whether the account loses money or not, there should be no hesitation when the opportunity of the main line market comes! ”

"Let's adjust the position!"

Gong Tiancheng paused and said firmly: "The future is always uncertain, what we can do is to quickly recover the loss of the fund's net value, which is to follow the trend of the main line of the market!"