When Qin Qiuyue's questions and speculations were issued.

At this moment, within Yuhang Investment Company, in the fund trading room, the traders of the three groups are still sweeping goods in the main line areas of 'military industry', 'infrastructure', 'state-owned enterprise reform' and 'Internet finance' in accordance with the trading strategy and position building plan.

At this time, the market trading time has entered 11:12 a.m., less than 20 minutes before the noon closing time.

As for the performance of the major indices in the market.

Countless Shanghai Index, Shenzhen Index, and ChiNext Index are all in the intraday high-level shock trend.

Among them, due to the continued weakness of the 'big finance' sector, which accounts for the high weight of the Shanghai Index, the Shenzhen Index and the ChiNext Index have surpassed the Shanghai Index, making the market once again appear in a situation of Shanghai being weak and Shenzhen strong.

"'Big Finance', the main line area directly stimulated by the news of 'Shanghai-Hong Kong Stock Connect', is indeed moving according to the trend you predicted before the market." In the fund trading room, Li Meng stared at the disk and said to Su Yu with a smile, "But the rebound trend of the other main lines seems to be different from your pre-market prediction, in addition to some defensive plates, there are also non-ferrous metals, coal such a strong cyclical sector, as well as the military sector, the others are quite strong, I feel that today's market rebound trend, or can be optimistically expected, maybe when the afternoon closes, the Shanghai Index can really cover yesterday's decline and achieve the characteristics of phased bottoming." ”

Source change app】

Su Yu smiled and responded: "The trend in the morning is really good, a lot of active funds in the field, not to attack the field of 'big finance', but to activate the 'infrastructure', 'state-owned enterprise reform', 'Internet finance' and other early adjustment of the main line of the 'super fall rebound' market, it is a wise move, but although the disk as a whole is not weak, but there is a big problem in the market volume, so the intraday high continues to fluctuate, high and high, I am afraid that it is difficult to support until the afternoon closing, it is estimated that the afternoon ...... Most of the time there will be a more obvious trend of diving and killing. ”

"Well, there are indeed some problems with the performance of market volume." Li Meng heard Su Yu's analysis, nodded slightly, and said, "It's still in a state of shrinkage, which proves that the mentality of investor groups inside and outside the market is still very hesitant, and there are not many investor groups who dare to enter the market." ”

"But ......"

Li Mengmeng thought about it, and said: "The pressure on the market is still lighter than expected, as long as today's strong rebound of 'infrastructure', 'state-owned enterprise reform', 'Internet finance' these main lines, can continue to make money in the next few trading days, the overall trend of the market, there should be a significant change." ”

"The heavy sell-off above the market, after many days of adjustment trend, has indeed eased a lot." Su Yu said, "But it is still quite difficult to rely on the long sentiment stimulated by this good point and play a continuous money-making effect, so let's take a look first and see what the actual reaction will be next." ”

"Good!" Li Mengying said, "No matter how the market changes in the future, it should not have much impact on us." ”

"Master, I feel that in the 'military' field where we have increased our position, there are traces of other funds following the trend and intervening." During the discussion between Su Yu and Li Meng, Liu Yuan, who was in charge of the 'Yuhang No. 2' fund transaction, suddenly reported, "Several stocks bought by my lord have been intercepted by the same pending order funds just now, but the amount is not very large, and it will not cause too much interference to our position building plan for the time being." ”

Su Yu followed Liu Yuan's words, carefully looked at several core stocks in the field of 'military industry', and found that there was indeed the situation she said, and said with a slight surprise: "A very smart share of funds, found us, but did not aggressively grab funds, but when we bought, silently followed the position, it is estimated that this share of funds is not sure of our specific motives, so it is only slightly followed, without large-scale intervention, and directly pulled the market to compete with us." ”

"Then do we need to properly adjust the pace of opening positions and trading strategy ideas?" Liu Yuan asked.

Su Yu thought about it, shook his head, and said: "Not for the time being, this capital will not interfere with us much, just keep paying attention to it silently, and wait until it really interferes with our position building strategy and trading ideas, and it is not too late for us to adjust our strategy to deal with it." ”

"Okay!" Liu Yuan responded.

Su Yu paused, and continued to ask the various groups of traders: "Does this situation still exist in the other main directions of our layout?" ”

"The main lines of 'infrastructure', 'state-owned enterprise reform' and 'Internet finance' have a high degree of market attention, and the liquidity of the disk and the participation of various funds are very abundant compared to other main lines of the entire market, industry sectors and concept plates, and there is no such situation in the direction of 'military industry' for the time being." Zhang Guobing, who has been observing the market transactions, responded, "This fund in the direction of 'military industry' should have also stumbled upon us." ”

Su Yu bowed slightly: "Don't buy too fast, too frequent, pay attention to hidden, the market conversion will not happen overnight, we don't lack time to open a position, so there is no need to chase the market, the stock price of the target stock is too urgent, just wait, kill too quickly, take the opportunity to buy more." ”

"Understood!" Zhang Guobing nodded.

"Hey, the stocks of the 'smartphone industry chain' in the market seem to be moving frequently." At this moment, Wang Can, who was also staring at the market and constantly building positions to buy, suddenly showed a slightly surprised look, and reported, "I feel that the market speculation idea has shown signs of transferring to the small and medium-sized board and the gem-based 'growth concept stocks', and the two main growth lines of 'mobile Internet' and 'smartphone industry chain', which have been neglected by the market for a long time, have been singled out by many main funds." ”

"That's not a good sign." Hearing Wang Can's words, Li Meng frowned slightly and said.

"Why?" Wang Can didn't quite understand why Li Meng said this, and asked.

Li Meng responded with a smile: "Why did the funds start to attack the two main lines of 'mobile Internet' and 'smartphone industry chain', which are relatively lacking in expected logic, and why did they start to fry cold rice?" Isn't this because of the popular main lines of 'infrastructure', 'state-owned enterprise reform', and 'Internet finance', which cannot continue to open up the space for upward movement, and cannot continue to gather speculation and follow-up funds? ”

"Since there are expectations and logical hot main lines, they can't open up space."

"Then the early unpopular main line that lacks a certain expectation logic is OK? It doesn't make sense! ”

"Moreover, the main capital attack path, the more turns, it proves that the more dispersed the active capital force of the market, and the more dispersed the active capital force, the more scattered the hot spots in the field, the more difficult it is for the market to form a joint force in one direction, which means that the market space and continuous money-making effect of the market are more difficult to open."

"Hey......"

Speaking of this, Li Meng sighed softly, and continued: "I thought that there would be a more beautiful rebound trend in the market today, but I didn't expect that there was still no room for upward movement, and how good it was to continue to speculate around the three main lines of 'infrastructure', 'state-owned enterprise reform', and 'Internet finance'. ”

"People go to high places, and water flows to low places." Su Yu took over and said, "The financial trading market, funds are like flowing water, they are bound to flow to the most valuable sector in the market when they encounter resistance, the current market, speculation is a'super fall rebound', 'mobile Internet' and 'smart phone industry chain' this line, although the temporary market sentiment is indeed relatively cold, but it also belongs to the 'super fall rebound' of an area, many active main funds attack this direction, and it can not be said that there is anything wrong." ”

"It's just this attack, and the market is hot."

"The market that is already undertaking, and the main active funds are dispersed like this, and the market will continue, and it will naturally be even more useless."

"But for the funds that attack the two main lines of 'mobile Internet' and 'smartphone industry chain'."

"They don't care that much."

"After all, you ask for short-term speculation and long-term thinking, which is not realistic."

Hearing Su Yu's words, although Li Meng knew that he was right, he was still not very comfortable with these funds that were blindly pulling on the market in the two markets, and responded: "I began to believe what you said, there is a high probability that the market will not be able to hold up in the afternoon, and there will inevitably be more obvious words such as killing and diving." ”

Su Yu said with a smile: "The amount of energy is not enough, the undertaking is insufficient, and the main funds that are still active in the field cannot continue to open up the space upward, so diving is a natural thing, which is easy to predict." ”

"Even though I know you're good, don't talk too much." Li Meng chuckled, "What if you slap your face?" ”

"Why don't you give it a try?" Su Yu smiled and said, "How about betting on a meal?" ”

Li Meng bowed his head slightly and smiled: "Okay! ”

The two made an agreement in a ridiculous tone, and in an instant, the time had reached 11:30, the two markets were frozen, and the lunch break came.

I saw that after a morning of trading......

The Shanghai Composite Index finally fixed at 2268.63 points at noon, up 1.31%, the Shenzhen Index and the ChiNext Index rose 1.42% and 1.63% respectively, and the two cities traded a total of 52.136 billion in half a day.

In addition to the performance of major indexes, the main lines of the market, various industry sectors, and concept plates.

Although the trend of a number of industry sectors and concept plates related to the main lines of 'infrastructure', 'state-owned enterprise reform' and 'Internet finance' fell near noon closing, they still maintained the leading trend of the two cities, especially the real estate industry sector, which still maintained an increase of more than 3% at noon.

As for the 'big finance' field that was once attacked by the concentration of main funds at the beginning of the morning session.

Stimulated by the news of the "Shanghai-Hong Kong Stock Connect", it was not able to maintain a strong state, but showed a sharp outflow of main funds, significantly underperforming the trend of the index, at the close of the afternoon session, the index of several major industry sectors related to the rise, all below 1%, especially the banking sector, the increase has fallen back to 0.35%, only maintaining a slightly red trend.

Of course, in addition to these popular mainline areas with high market attention and abundant liquidity.

For example, the two main lines of 'mobile Internet' and 'smartphone industry chain' are approaching noon, and many well-adjusted concept stocks have risen, and there is a strong counteroffensive.

Another example is the 'military' industry sector, although it closed flat at a flat trend.

However, the entire half-day turnover is the only one in the main line that can be significantly amplified in the main line of the unpopular main line, and the trading is relatively fierce.

Last in terms of individual stocks.

The top 10 stocks in the two cities in terms of attention and popularity, four have a daily limit and one has a falling limit, and the market performance is not hot.

Among them, the two stocks with the highest market attention, Beixin Road and Bridge went all the way from the low opening state and reached a 6.24% increase by midday; Kumho Group also almost went all the way from a low opening state, and reached a 5.11% increase by midday, which is surprising regardless of the trading situation or the change in the sentiment of long and short on the market.

Generally speaking, in the morning market trend, in addition to the performance of the main line of 'big finance', which has an obvious loss effect in the two cities, the performance of other main lines, industry sectors, and concept sectors still slightly exceeded everyone's pre-market expectations, and played a positive market trend.

It's just that the only lack of energy is the lack of energy, which limits the height of the intraday rally.

Of course, in the strong rebound of the market, some hidden risk points have also been noticed, but they have not been widely spread and attracted the attention of most people.

After the midday close, faced with such a market performance.

During the short one-and-a-half-hour break, the discussion area of the online trading platform, the discussion area of the stock investment forum and the post bar and other places where the majority of retail investor groups gathered, everyone's sentiment has shown obvious signs of recovery, and the retail investors who are bullish on the market have gradually increased again.

"Today I finally raised my eyebrows!" Some investors sighed.

"Yes! Looking at this situation, maybe the index can be reversed in the afternoon, haha...... There is also Beixin Road and Bridge, which bought the bottom in the morning, and now it has made a profit of 8 points, and I feel that this check may be able to rise and fall today. ”

"According to the trend analysis in front of Beixin Road and Bridge, this check is either a down limit or a limit, and it is obvious that it is impossible to fall today, so it will definitely be able to go up and down."

", envy, I forgot to copy the bottom in the morning."

"Hey, today's market trend, all aspects are good, it's just that the special 'big finance' is too cheating, I chased Western Securities in the morning, I didn't expect it to lose money, it's just ......"

"I chased Jinling Bank in the morning, just as depressed."

"Today's trend of 'big finance' is indeed pitted, and the positive stimulation of 'Shanghai-Hong Kong Stock Connect' is not rising, but fortunately, the callback is not deep, and it has not fallen much, and it is not buried deeply, so as long as the Shanghai Index can go up a little bit in the future, it should be able to return to its original cost and stabilize its capital out."

"In addition to 'big finance', today's 'military industry' sector is also quite pitted."

"Indeed, the 'military' sector had such a good trend yesterday, but today it turned against the trend and opened low, do you dare to believe it? The slightest continuous money-making effect has not been played. ”

"'Military industry' is originally one of the best historical pit plates in the market, and this plate is basically hyped by news, and no continuity is the norm."

"The speculation funds that have been pitted by the 'military industry' are not 1,000, but 800."

"Anyway, the 'military' industry sector, I will definitely not touch it, every time the market is too pitiful."

"Generally speaking, today is still the early adjustment is more sufficient, a little obvious over-falling 'infrastructure', 'state-owned enterprise reform', 'Internet finance' in the main areas of the popular concept stocks, the best, the most active performance, it is estimated that the afternoon market will still revolve around these hot spots."

"'Over-falling rebound'? It seems to be true! ”

"When the afternoon was close to closing, I felt that the main funds in the field were converging towards the 'growth stocks' route of the small and medium-sized board and the gem, and I don't know if there was a relatively large market performance in the afternoon."

"It is said that the trend of Shanghai being strong and deep and weak has also continued for a long time, you say...... Will the follow-up market be reversed? Returning to the growth concept stock speculation market dominated by the small and medium-sized board and the gem? ”

"That's hard to say, after all, the two main lines of 'mobile Internet' and 'smart phone industry chain' have actually been adjusted for a long time, such as Internet speed technology, Anjie technology, Xinwei communication, Lixun Precision, Changqu technology...... Waiting for the ticket, it feels like it has almost fallen into place. ”

"I think there are more opportunities in the two main areas of 'infrastructure' and 'state-owned enterprise reform'."

"Hey, guys, don't be too optimistic! It's midday, and it's not yet 3 o'clock in the afternoon. ”

"Nothing should happen today, right?"

"Yes, it's hard to be stimulated, and the market has fallen for so long, and the room for decline is really not small, so there should be a decent rebound, right?"

In the heated discussion of everyone, the lunch break passed in a flash.

In the blink of an eye, in the midst of many heated discussions, the time crossed 1 o'clock in the afternoon, and the frozen market of the two cities jumped again, and the market ushered in the second half of the trading time.

I saw that the market market had just begun to beat......

After an hour and a half of emotional brewing, the following trend chased the undertaking funds, an instant increase, almost instantaneous, the Shanghai Index once again pulled to close to 1.5% of the rise, and the two cities have the highest attention to the hot stocks, Beixin Road and Bridge in the opening of a minute, its stock price was almost straight up to the limit.

PS: Happy New Year to everyone!!