"Cost-effective chips?" Xu Shen was slightly stunned and asked, "For example?" ”

Zhou Kan thought for a while and responded: "Looking at the trend of the market and the direction of the main capital attack, as well as the areas with the highest market liquidity, it is obvious that the core main lines of 'infrastructure', 'state-owned enterprise reform', and 'Internet finance' are still the main arteries of the market. ”

"What I mean by 'cost-effective chips' naturally refers to the constituent stocks in these main line areas, where future expectations are still strong, and at this stage, there are still obvious signs of overfall."

Xu Shen thought about it for a while and responded, "Let's wait a little longer!" ”

Any market trend cannot be achieved overnight, the index fell to the current position, and indeed has fully released some risks, with a little signal to stop falling, but in order to really warm up and reverse, he feels that I am afraid that a certain amount of time and space adjustment is needed.

"Okay!" Zhou Kan nodded in response, and didn't ask the reason.

Xu thought about it and continued: "The emotional side, the news side, and the capital side concentrate on the resonance, which will produce a relatively sustainable market, and the current market stage, the news side has changed to a certain extent, but there is no obvious change in the emotional side, and investor confidence has not picked up, as for the inflection point of the capital side, it is even more impossible to talk about." ”

"Wait......"

Xu Shen paused and continued: "Wait for the market turnover to continue to shrink to less than 100 billion, or to kill quickly, and then release the last wave of meat cutting plates, completely reduce the weight of the plate, then it's almost the same, now there are just some signs of a phased bottom, but the phased bottom, but it has not come out." ”

"Of course, it depends on the specific main line market."

"'Infrastructure', 'state-owned enterprise reform' the two core main lines, indeed market sentiment, attention, as well as future expectations, policy orientation, etc., is still the most hyped value in the market, the future and other indices out of the stage of the bottom characteristics, market risk appetite, speculation has picked up, I believe there will be a good market performance, but now ...... These two main lines do not show a more suitable buying point. ”

"At this time, the bottom buying intervention, it can be regarded as a left-hand transaction."

"It is expected that the index adjustment can fully stabilize the support level of 2200 points, so that we have enough risk defense capabilities, but the index ...... Can it really stand firm at 2200 points, bottom out in this position range, and stop falling? I'm afraid it's still hard to judge, right? ”

"Well, that makes sense." Zhou Kan nodded in response, "It seems that I still think too simply." ”

Xu Shen smiled and responded: "It's not that you think too simply, but as an investor with a light position, a short position, or a serious shortage of positions, when you see the market rebounding strongly and feel that you have stepped on the market, your mind is easy to mess up, and it is easy to lose your objective judgment." ”

"That's normal!"

Xu Shen continued with a smile: "Human nature is like this, it is difficult to avoid it, and we speculate the market, pry the market, and lure the investor group to follow suit, in fact, it is these human flaws that are used. ”

"In the market, many investors are easy to get lost in all kinds of bottom-buying that they think their judgments are accurate."

"I've been through that too."

"But in the end, I still feel that we, as market traders, sometimes have to restrain our greed in our hearts, know how to give up some opportunities, be patient, and be patient."

"Got it!" Zhou Kan responded, "Then wait a little longer." ”

With the analysis of the two of them for the market, at this time, the market trading time has entered 10:30, the market in the field of "big finance" has gradually ebbed, but the early stage has suffered a continuous plunge adjustment, and many popular core stocks in the main line of "infrastructure", "state-owned enterprise reform" and "Internet finance" that were once collectively bearish by the majority of investors in the market have once again risen collectively.

At the same moment, inside the Yinghui Fund Company in the same magic capital.

In the trading room of the 'Yinghui No. 1' fund, Liu Guanhai, as a fund manager, looked at the main lines of "infrastructure", "state-owned enterprise reform" and "Internet finance" that the market is getting stronger and stronger.

Since stepping on the wrong rhythm, he accidentally took over the two core constituent stocks of 'infrastructure' and 'state-owned enterprise reform' near the 2450 point of the Shanghai Composite Index.

He has never stepped on the rhythm of the market, and no matter whether he buys or sells, he is slapped in the face by the market trend back and forth.

This greatly dampened his confidence in the trading strategy he made, and even made him wonder if the trading system and trading principles he followed were completely unsuitable for the current market.

"Mr. Liu, let's ...... Is it still minus? Seeing Liu Guanhai's brows furrowed, Yu Lei, the leader of the trading team, couldn't help but ask.

Hearing Yu Lei's inquiry, Liu Guanhai came back from his depression and said: "What's the deal, subtract, continue to reduce, I don't believe that the index can go up directly from here." ”

The current fund's position has fallen back into the light area.

Therefore, the index rebounded strongly, and the related holdings of individual stocks continued to rise sharply, and they couldn't eat much profit, and they couldn't make up for the losses in the early stage.

In this way, Liu Guanhai can only bet that the market has a lower adjustment low.

After all, at this moment, let him respect the market trend and continue to chase high and increase his position, he is even less confident, and at the same time, he is afraid of chasing the high point again and being harvested.

"Good!" Yu Lei responded, "I also think that most of the temptations here are still too much." ”

When the two of them adhered to the previously formulated position reduction strategy and were not moved by the violent rebound of today's market, they were in the trading room of the company's 'Yinghui No. 2' fund.

Shao Xiaoyun, the fund manager who is in charge of this fund, is full of excitement and yells to increase his position and go long.

With the different trading strategies of the main private and public institutions in the market, or wait-and-see, or reduce positions, or increase positions, they are reflected in the market trend, that is, after the market trading time crosses 10:40, the trend of the major indices begins to move sideways at a high level, and the main line of the market trend and differentiation phenomenon are becoming more and more obvious.

Among them, the securities, banking and insurance sectors in the field of "big finance" have completely lost their strength at the beginning of the session, and the main capital trends of several major industry sectors have shown outflows, and the rise of their sector indices has also fallen back to between 0.4% and 0.8%, significantly lagging behind the performance of the market index.

As for the main lines of 'infrastructure', 'state-owned enterprise reform' and 'Internet finance'.

At this moment, it has become the core area of the main capital attack of the entire market, and a number of related industry sectors have led the two markets.

Among them, the real estate industry sector index rose by more than 3%, almost forming a reversal of yesterday's trend.

Building decoration, building materials, steel, cement, public transportation, high-speed rail and other 'infrastructure' categories of industry sectors, concept plates, is also a comprehensive counteroffensive, industry sector index and concept sector index have risen by more than 2%, but also show a trend of significantly outperforming the index.

Other relatively cold mainline areas such as 'consumption', 'medicine', 'non-ferrous metals', 'coal', 'smartphone industry chain', etc., mostly fluctuate with the trend of the index, and do not show independent market trends and particularly strong signs.

However, it is also classified as a 'military' sector in the weak market sector.

On the disk of many constituent stocks, even if the stock price trend is less than expected, the sell-off is heavy, but the small single undertaking force is quite strong, there are several checks, there are obvious 10,000 large single sell-offs, but the stock price has not been able to hit down directly.

"Hey, the trend of the military industry sector is obviously a little abnormal!"

Observing the unusual trend in the field of 'military industry', at this moment, in the trading room of Yuhang Anzhao Fund Company, the selected mixed No. 1 fund product, Zhou Hui, as the assistant fund manager, hurriedly reported to Qin Qiuyue, the company's president and fund manager: "Mr. Qin, look at these stocks......"

Zhou Hui said, while using the mouse to point out the computer screen, several core constituent stocks in the field of 'military industry', continued: "The disk trend of these stocks, at first glance, is quite weak, and the main capital trend is also showing a trend of full outflow, but whenever there is a huge single drop on the disk of these stocks, it feels like a mud cow into the sea, and the stock price cannot be killed." ”

Source change app】

With Zhou Hui's report......

Qin Qiuyue carefully observed for a few minutes, and sure enough, she saw that on a certain stock market circled by Zhou Hui, after a huge order was sold, the stock price only fluctuated for a moment, and then returned to its original position, which was almost equivalent to throwing a boulder into the sea.

"This is the ...... of inheriting power," Qin Qiuyue's face was slightly moved, "It's not simple!" ”

Zhou Hui nodded and said: "Indeed, at a glance, the main force to sell the market, all are small orders, but if you look closely, you will find that these small orders are quite consistent in the purchase plan, but these orders are all passive undertaking, no pending orders, no pallets, no rushing, if it weren't for the fact that we chased a lot of stocks in the field of 'military industry' yesterday, so that we focused on this sector, it is estimated that it is still difficult to notice these details." ”

"Break it to zero!" Qin Qiuyue's eyes instantly brightened, "If nothing else, there should be a main force with a large amount of capital, which is lurking under the calm water surface of the 'military industry' sector, constantly sweeping the market and breaking it into parts, no pending orders, no pallets, and no rushes...... This capital is really a master! ”

"I feel that way, too." Zhou Huiying said, "In today's market, almost all the attention is on the core main line of the market such as 'big finance', 'infrastructure', 'state-owned enterprise reform', 'Internet finance', etc. The military industry's field sector, but the attention is quite low, and yesterday chasing the short-term, speculation of all the main funds are retreating, in order to quickly appear, the funds in hand as soon as possible to invest in other hot spots in the market, few people will notice this lurking under the water, with a small single batch of funds to buy chips. ”

"Shall we ...... This is also a blessing in disguise. Qin Qiuyue smiled happily.

Because they ventured into chasing positions yesterday, they had already prepared to revise their previous trading strategies when the trend of today's 'military' sector was seriously lower than expected, and they were ready to reduce their positions in this direction and stop loss, but they didn't expect ...... This situation was discovered at the moment when the position was being reduced and the stop loss was made.

Seeing Qin Qiuyue's expression change, Zhou Hui pondered for a moment and asked, "Mr. Qin, what about us...... Do you continue to reduce your holdings in the direction of 'military industry' according to the previous trading strategy? ”

"No, no." Qin Qiuyue said with a smile, "Judging from what I have just observed, this main capital lurking under the surface of the water should be a stock in the general 'military' field...... It should be a high-minded, non-short-term game of funds. ”

"Looking at the situation, such a decisive idea of building a position with this fund should be determined in this field, and there will be a market."

"Although I can't judge the origin and background of this main fund, judging by its operation ideas and disk traces, the motive should be correct."

"In that case, why are we reducing our positions?"

Qin Qiuyue smiled, her heart moved, and she made a more daring trading strategy move, and continued: "Not only will we not reduce our positions, but we must continue to increase our positions in this field. ”

"Continue to add to your position?" Zhou Hui was shocked, "Mr. Qin, will this ...... Too adventurous? ”

Qin Qiuyue replied: "Financial investment transactions, no risk, is categorically impossible, since we have found the intention of this huge main fund, then we must seize the opportunity, originally from the analysis of various market news in this field, I originally thought that there is a relatively large speculative opportunity in the field of 'military industry', but the investor groups of all parties in the market have not been able to form a joint force in this field, forming the consistency of expected logic, just don't know that this force is lurking under the water, and build a position with a large amount of money' How will the main funds of the chips in the field of military industry solve this problem. ”

"But no matter what......"

Qin Qiuyue paused, her eyes flashed with bright colors, and she continued: "In the face of the current time node and market trend, it is still worth betting!" ”

"Okay!" Zhou Hui nodded, and instead gave new trading orders to the traders.

"Who will this money lurking beneath the surface of the water?" When Zhou Hui gave trading instructions to the traders, Qin Qiuyue stared at the trend of the industry sector in the field of 'military industry', as well as the disks of several core constituent stocks in the sector, and couldn't help but guess, "A state-owned background institution with the advantage of news channels, or a large public fund with inside information, or a ......"

Guess, guess......

Qin Qiuyue's mind flashed across the figure of a young man, and her heart was shocked, and she exclaimed: "It can't really be the 'Yuhang Department' fund that is building a position, right?" ”