"Hey, the trend of the "military" sector seems to be obviously abnormal!" Xu Shen, who noticed the changes in the field of the "military" sector, was slightly surprised, "In the case of the overall shrinkage of the market, this line has been continuously expanding, and the trading situation is obviously more intense than the main line of other markets.

Hearing Xu Shen's words, Zhou Kan also instantly looked at the market, which was in the "military" sector of intense trading.

I saw this main line, and its related industry sectors, concept plate index, from the index trend alone, compared with the coal and non-ferrous metals fields that have been the core targets of the market's active main funds, the increase is not prominent, only can be turned red, but its volume and energy performance is obviously much more intense than other market main lines.

In particular, the core constituent stocks within many sectors such as Huaguo Heavy Industry, Huahang Electromechanical, Huahang Optoelectronics, Hangfa Power, Huaguo Great Wall, and Hangfa Technology have shown signs of continuous volume in disk performance.

"I feel that this sector, compared with the entire market, is indeed long and short divergent, and it is obviously larger." After observing for a while, Zhou Kanying said, "The selling is heavy, the buying is large, but there is some stagflation."

Xu Shen said with a smile: "The heavy sell-off is because this line, stimulated by the good news the day before yesterday, once led the market and absorbed a large number of active speculation funds in the market, and because the market broke out for a short time, this line did not form a sustainable market speculation space in the future, which caused a large number of active funds in the market, and continued on this line in the past two days, large-scale liquidation and stop-loss exit."

"Therefore, it is understandable that this line has a heavier selling force than the whole market."

"But the key is ......"

Xu Shen paused and continued: "Now this line shows the buying volume of the market, which completely exceeds expectations."

"According to the overall market performance of the entire market, since the line of "military industry" has not played a sustained money-making effect and failed to stimulate the relay speculation of active main funds flowing into the market, the stock price should be weaker than the continuous downward trend of the market when the speculation funds from all walks of life are unprofitable and the large-scale ebb tide leaves the market."

"But if you look at the market trend of this line now, this is not the case at all."

"There don't seem to be any big main buy orders on the disk of many core constituent stocks of this line, but no matter how many main sell orders there are on the market, it is impossible to suppress the stock price, what does this mean? It shows that its market undertaking strength is far from being as weak as it seems, and there should be main funds lurking under the surface of the market to carry out continuous buying operations."

"If it is weak but not weak, it is strong, and if it is not strong, it is weak."

"The strength and weakness of some main lines of the market are not based on gains and falls, but on the strength of long and short undertakings and the degree of exchange of chips on the disk."

"Xu always said that ...... line of "military industry" is the core main line with the most sustainable market outbreak potential and the strongest market trend in the current market?" Zhou Kan was a little surprised and said, "But a lot of active main funds in the field have been speculated before, and there is no splash at all, even though this line, the current news is somewhat positive and potentially positive, but in the context of the gradual reduction of the overall investment risk of the market, that is, the market investment sentiment, is still gradually tending to a cautious state, the line of "military industry" has flaws in the innate logic, and it is difficult to speculate!"

In Zhou Kan's opinion......

The core of the market's main line market speculation, no matter how hard the main line expectation and logic are, the final landing point still has to be recognized by the majority of investors in the market.

Because, only the majority of investors in the market agree with these expectations and logic.

There will be continuous buying, relay at all stages of market speculation, otherwise...... That's the castle in the sky.

The day before yesterday, the "military" sector was stimulated by good news, rising in a straight line and strengthening rapidly, leading the market to rise for a day, but it did not open up the continuous market speculation effect and continuous money-making space, that is, some important expected logic related to this line, which did not get the popularity of the majority of investors in the market

Agree all over the place.

Everyone does not think that the "military" sector, which has a high valuation, can get out of the continuous profit-making market that exceeds expectations.

And if there is no continuous money-making market, the stock chips of this line will not be scarce, and naturally there will be no continuous follow-up relay from all walks of life.

Similarly, without the continuous relay of funds, the market will naturally not be possible.

Therefore, when the front foot of the "military" sector was falsified by the market, and there was no logic of continuous speculation, the main active funds involved in the early stage of the various roads were retreating on a large scale on this line, and they were cutting positions and stopping losses, Xu Shen suddenly told him that the "military" line was the core main line with the strongest performance in the current market, which made him obviously not understand it for a while.

Xu Shen saw the doubts in Zhou Kan's eyes, and responded with a smile: "Expectations and logic are not static, the market is completely dynamic, and the failure of the hype on this line of active funds in the market before cannot determine the subsequent hype market trend, at least ...... Judging from the current market performance, the line of "military industry", whether it is the structure of chips, or the strength of the disk, or the changes in news and policy, is relatively benign."

"In a dynamic market, we cannot accurately predict the subsequent core market trend."

"But it is still possible to place the bet in the direction with the greatest probability."

"There is no doubt that judging from the current performance of the market, the line of "military industry" is the direction of high probability that can carry bets."

"Further......

Xu thought for a while and continued: "Since the line of "military industry" is such as Huaguo Heavy Industry, Huahang Electromechanical, Huahang Optoelectronics, Hangfa Power, Huaguo Great Wall, and Hangfa Technology...... and other core constituent stocks, there have been certain changes on the market, which shows that the amount of funds currently involved in the "military industry" field is not trivial, and it is by no means an ordinary market active capital or institutional investment fund."

"Such a large amount of intervention......

"In this way, before the overall trend of the market and the market's long and short sentiment are far from a turning point, it is impatient to build a position in this field on a large scale."

"No matter from which angle or from which direction it is analyzed, the map of this stock of funds is by no means simple."

"Since the other party dares to place such a big bet on the board in this field in advance, it must be held, and we will follow the trend, and the risk is not great."

"Hopefully!" Zhou Kan saw that Xu Shen's attention had been decided, so he didn't say anything more and asked, "How many chips does Mr. Xu plan to build a position on this line?"

Xu Shen pondered for a moment and said: "The current line, although there are many abnormal market performance, but whether the market can finally come out is still unknown, and this share of the funds we observed on the disk, what will be done in the future, whether it can open the market curtain of this line, is also unknown, so ...... There is a probability of the market of this line, but the certainty is uncertain, so let's open a 15% position first!"

"15% position!" Zhou Kan simply repeated, and then placed a buy order to the traders.

And with their buy-in......

The main line of "military industry", near the midday stage, the disk can't help but regenerate.

I saw that the entire "military" industry sector index, in the form of time-sharing trading volume can continue to expand, further climbed upward, the increase broke through to more than 0.7%, squeezed into the top three of the industry sector growth list of the two cities, such as Huaguo Heavy Industry, Huahang Electromechanical, Huahang Optoelectronics, Hangfa Power, Huaguo Great Wall, Hangfa Technology...... A number of abnormal core constituent stocks have ushered in a wave of more concentrated buying, and stock prices have risen one after another.

"Hey, today's buying of the "military" line is obviously more aggressive than yesterday."

At 11:21, within Yuhang, Yuhang Investment Company, in the main fund trading room, Li Meng observed the breakthrough of the industry sector of the "military industry" line, as well as the related core constituent stocks highlighted on the disk

Concentrated buying, I couldn't help frowning, and said, "I feel that we want to continue to take chips at a low level on this line, and establish a trading strategy plan with enough positions in advance, and we are going to be in vain!"

While Li Meng was talking, Su Yu also noticed the change in this direction, and couldn't help but sigh lightly, and said, "Hey...... With a full-day turnover of only 100 billion in the market, it is still too difficult for our amount of funds to continue to raise funds on the market without realizing it!"

"According to what you mean, the trend of today's "military" sector is caused by ourselves?" Li Meng asked.

Su Yu bowed his head slightly, and said, "Almost, it is obvious that this stock is coming for us near noon, in the field of the "military" industry sector, focusing on raising funds to pull the market."

"How do you know?" Li Meng asked again.

Su Yu smiled and continued: "You see that the vast majority of stocks in the "military" field that have suddenly erupted in buying orders coincide with our target stocks? This is the most conspicuous trace of the other party's decisive move to follow the position after discovering our traces, and it is quite difficult for smart market participation funds to completely hide some of our actions."

"Is this concentrated purchase of funds in midday the same share we found on the market yesterday?" Li dreamed for a moment and asked again.

Su Yu pondered for a moment and responded, "It shouldn't be."

"How?" Li Meng said with some curiosity.

Su Yu replied: "The style is different, the follow-up funds we found on the disk yesterday should be the same as ours, but today's funds, in terms of operation style, are obviously much more profitable, of course...... This is also the conclusion drawn from the preliminary judgment on the market, whether it is the same share of funds, in fact, it cannot be confirmed, it can only be guessed."

"It doesn't matter if it's the same stock or not." Li Meng said, "This all shows that we have competitors, at least on the line of "military industry", there should be main funds that are consistent with our ideas."

"Not necessarily!" Su Yu's eyes were sharp, and he responded in a deep voice.

"Not necessarily?" Li Meng was a little puzzled.

Su Yu nodded and continued: "The line of "military industry", in the latest news of the current market, there is no abnormal change, and its expectations and logic are still relatively consistent with before, in other words, the hype market of the previous "military industry" line has been authentic by the market."

"In the case of the current chip structure of this line, it is still relatively confusing."

"At the same time, a series of performances such as market speculation and risk appetite are still in the process of recession."

"It is difficult for the line of "military industry" to be widely recognized by the active main funds in the market so quickly, and from the perspective of the market trend and the trading of the core constituent stocks, whether it is yesterday or today, these two main funds that obviously have an impact on the market have found our traces of building positions and followed the trend."

"So, it's not much of a competitor at all."

"I estimate that these two stocks of funds are not sure of the market direction of this line at present, and they are just simply following the trend to test their positions."

"Is that so?" Li Meng was obviously a little hesitant in his heart, and asked, "Then what should we do next?" Continue to let it go, continue to build positions at our own pace, or ...... Follow up on the footsteps and grab funds with these two shares in the form of pending orders and market price main buying?"

Su Yu responded with a smile: "No need, just give up buying for the time being."

"Abandonment of buying?" Li Meng was stunned, completely incomprehensible.

Su Yu explained with a smile: "Yes, temporarily give up buying, these two funds, since they follow the trend, then there is no independent opinion and position building ideas, in other words, they are also hesitating, the stronger the trend of the "military industry" line, the more it can enhance their confidence in their hearts, so as to support them to continue to increase their positions and buy on this line."

"And if the line of "military industry" is weak, the trend is still weak."

"Then in their hearts, the original hesitation will continue to worsen, which will restrict their idea of opening a position, so that they don't dare to continue to start at all."

"The current situation ......"

"The more we compete with them, the more energetic they will be, and the more fierce the competition will be."

"But if we give up buying for the time being, the "military" sector will lose the amount of funds we can undertake, and both the volume and the strength of the trend should go to the next level."

"And these two strands of money, after suddenly losing our tracks, found that we no longer continue to buy."

"If the hesitation increases, it is estimated that the buying strength will also be attenuated, and we will continue to maintain the previous cautious attitude."

"In this way, we will have another opportunity to open a position at a low level."

"What if more money comes in while we temporarily abandon the purchase?" Li Meng said, "Then we will lose the initiative to build a position at a low cost, and when the position is insufficient, after losing the initiative, we can only passively chase high and continue to grab chips."

Su Yu replied: "Don't forget the current overall trend of the market, before the market downward adjustment trend has not ushered in an inflection point, the line of "military industry", its continuous hype logic, has been falsified by the market, and the majority of retail investors in the market are obviously not high, this line will only be the unpopular main line of the market, it will not be so hot, and naturally there will not be so many active main funds in the field, pouring into this sector with high valuation and relatively strong risk appetite."

"In fact, this can also be seen from the current "military" sector, relative to the entire market, which is obviously heavier than the market selling pressure."

"Predictable ......"

"After our three main funds temporarily gave up on undertaking purchases in this sector."

"There is a high probability that there will be a significant recession in the market of this line."

"Okay!" Li Meng asked all the doubts in his heart, and seeing that Su Yu was sure in his heart and his face was full of confidence, he couldn't help but nodded, and then turned around and issued the latest trading instructions and related trading strategies to the three groups of fund traders behind him.

With her orders, there are also a group of traders who strictly implement their trading strategies.

At 11:25, before the close of noon, there were only five minutes of time, and the "military" industry sector, which was originally frequently changed and hit the top three gainers in the two cities, and its concept plate, instantly lost its support like a deflated ball, and there was a rapid upward and rapid retracement and downward trend.

Finally, at 11:30, it was the time of the midday close.

The "military" industry sector index rose to 0.43%, slipping from the third position in the list of industry sectors in the two cities to the sixth position, basically on par with the Shanghai Composite Index.