"Although the market acceptance and following the trend sentiment is not bad, it is very difficult for the index to continue to break through." Qin Qiuyue took Zhou Hui's words and continued, "As for the line of 'military industry', today's trend is indeed a bit independent of the broader market and leads the trend of the market, but it is the same...... Persistence will have to be observed. ”

Zhou Hui nodded in response, thought about it, and continued: "Anyway, the bottom support of 2200 points should be established, even if the index cannot continue to break through at present, the risk of a sharp decline is basically locked, and at the same time, it is ...... As long as the money-making effect of the market continues, the hot floating capital, retail investors, and a number of major institutions are still entering, as long as there are incremental funds in the market, the market will break through again sooner or later after a period of rest. ”

"And the line of 'military industry' ......"

Zhou Hui thought carefully for a while, smiled, and then said: "Since it has bottomed out and rebounded, it has become stronger and stronger, and the net inflow of funds has also shown a state of continuous expansion, which shows that the hype logic of this line, or the expected logic of the future, should be more and more recognized by all funds in the market." ”

"Look at the active buying ......strength of market funds in the 'China Airlines' and 'Hangfa' series of military stocks," Qin Qiuyue responded, "Maybe there is any major potential positive stimulus on the line of 'military industry'." ”

According to Zhou Hui's analysis, there is no potential for major positive direct stimulation.

With the increasing emotional relationship that the speculation logic is gradually recognized by the market investor group, the market should develop slowly, and there will be no such obvious trend of going higher against the trend and independent of the broader market.

And based on past experience......

After all, judging from the performance of the current 'military industry' line, the traces of various funds on the disk and the actions of grabbing and chasing are too obvious, basically unabashedly increasing positions.

"Hmm!" Zhou Hui nodded, "And most of this potential benefit is in the two main conceptual fields of 'military enterprise reform' and 'domestic large aircraft', right?" Mr. Qin felt ...... What will be the core hype logic? ”

Qin Qiuyue faced Zhou Hui's question, pondered for a while, and responded: "I can't see the core hype logic of the 'military industry' line now, but the market direction of this line should be correct...... Continue to increase the chips of the 'military industry' line and fill the position of our fund. ”

"Especially on the line of 'military industry', a series of related stocks such as 'China Airlines' and 'Hangfa', which are very prominent, I still adhere to my original opinion, I think...... There should be a wave of market that lasts for a long time and has a lot of room for speculation. ”

"Moreover, I have a hunch that in this direction, the time for a large-scale outbreak of the market should not be too far away."

The line of 'military industry', the continuous changes in recent days, can no longer be explained simply by the reason that the "Yuhang Department" funds take the initiative to open positions to guide the market.

can continue to go so strong, and the main capital inflow is so fast.

It can only show that those who are firmly optimistic about this main line market are not only the main funds of the 'Yuhang system'.

"Good!" This time, Zhou Hui did not have any objection to the obvious trend of the market, and quickly responded, and then quickly issued an order to the traders in the trading room to take the initiative to buy and increase the position.

And when the two of them simply analyzed the market and adjusted their trading strategies in a timely manner......

At the same time in the Shenzhen market, in the asset management department of Pingyin, in the main fund trading room, fund manager Chen Shen also looked at the 'military' industry sector that was still climbing against the trend, and the market performance in the field of its concept sector, and after observing for a while, he turned to Liu Ziliang, the general manager of the asset management department beside him, and asked: "Mr. Liu, this news ...... Exactly? ”

Liu Ziliang also stared at the market performance of a series of related industry sectors and conceptual plates of the 'military industry' in the two cities, and replied casually: "Since the 'Huaguo Petrochemical' opened the curtain on the reform of state-owned enterprises and the restructuring of central enterprises, the news of the restructuring and reform of military enterprises has been spreading, and it should not be fake." ”

"Accelerate the listing of assets of military enterprises, deepen and increase the asset securitization of military enterprises, as well as the mergers and acquisitions of related similar business enterprises...... Are these messages also true? Chen Shen continued with some doubts, "If there is really a clear statement, then the line of 'military industry', supported by these conceptual stories, is really promising!" ”

Liu Ziliang responded: "The country in the army, military industrial enterprises rectification, reform, is indeed serious, this is undoubted, just the specific route and measures, no one can say clearly, but the 'domestic large aircraft' project, is ironclad, this story line, there should be no mistake, as well as aerospace, 4G era of Beidou navigation...... These items and stuff. ”

"Enough!" Chen Shen smiled, the light in his eyes became brighter and brighter, and said, "Hazy expectations are the most attractive." ”

"The line of the military industry ......"

"Originally, there was a natural veil of mystery in information disclosure, and it is precisely because of this layer of mystery that there is no market standard for its valuation."

"In other words, this industry has a natural market speculation soil!"

"As long as there is a strong expectation logic and a new story to tell, and at the same time there is a large environment to cooperate with and a large macro policy support, then the market speculation is easy to do."

"It's no wonder that the 'Yuhang Department' funds, in addition to the layout in the field of 'large infrastructure', also focus on the layout of the 'military industry' line, the original logic is like this...... Looking at today's market trend performance, I am afraid that we have gotten the news, and many internal investment institutions of the state-owned assets department have gotten it. ”

Liu Ziliang bowed slightly, and said: "This is normal, there is no impermeable strength in the world, and the leaders have not mentioned the reform measures in this direction, as well as the macro policy direction, once or twice, but the market sentiment was too bad before, and there were no clearer policy specific measures, so the market of this line was not speculated, but this time it is different, I heard that the intensity should be quite large." ”

"Hmm!" Chen Shen nodded, "The line of 'military industry' has not broken out in a sustained market for a long time, and the expectations of retail investors in the market for this line are quite poor. ”

"What are you going to do?" Liu Ziliang heard Chen Shen's words and asked with a smile.

Chen Shen responded: "Since the opportunity is in front of us, then we have no reason to let it go, I plan to go all out and adjust the focus of the fund to the line of 'military industry'." ”

"In fact, compared to the whole market, ......"

"The line of 'military industry', once it breaks out, whether it is the speculation space or the flexible space of the market, it is the best in the entire market."

"After all, this line has been ravaged by the market round after round in the early stage."

"At this stage, the chip structure in the arena is quite clean."

"In addition to the first two days, the large-scale 'Yuhang system' funds that bought the bottom and built a position here, in the entire main line field, there should not be many large-scale main funds lurking, and the vast majority of them are retail investors' hedging chips, and these hedged chips, when the Shanghai Index broke through the 2200-point support line, it was also cleaned up fiercely, and the undetermined chips that could be ruthless to cut positions and stop losses were washed out."

"...... in such a situation"

"Even if there are some main funds, other main institutions with state-owned backgrounds have also gotten some clear news and set their sights on the line of 'military industry', according to the timeline, they have not followed up many positions at the moment, and they have not got many high-quality bottom chips."

"In other words, in addition to the 'Yuhang Department' of the capital, the cost of holding other new funds is about the same, and no one can restrain anyone."

"Good!" Hearing Chen Shen's analysis, Liu Ziliang nodded, "Then do it according to your ideas, the line of 'military industry', on the whole, the current position is indeed not high, even if we make a mistake in judgment, the follow-up line has not been able to get out of the continuous market, and the loss should not be too big." ”

The Shanghai Composite Index has stood above the 2200 point level for three consecutive days, and the peripheral market trend has been quite bad in the past three days, which is enough to prove the support effect of the Shanghai Index at 2200 points, and the current index is only 60 points away from the bottom support position that has been proven by the market trend.

In other words, regardless of the independent market of the sector, in terms of the overall market situation, this is also a pure bottom area.

Extreme Cases......

Even if the market reproduces the pre-holiday continuous unilateral downward trend and falls to the lowest point of this round of adjustment again, then their losses under the wrong decision are not large, compared with the current more clear investment opportunities, the expected profit space in the future, this loss risk seems to be fully bearable.

Overall, under the discussion of the two people's comprehensive channel information.

Both of them believe that adjusting the position of the fund, taking advantage of the fact that the index is still in the relatively bottom range, and taking a heavy position in the core stocks in the field of 'military industry' is a cost-effective investment choice.

Hearing Liu Ziliang's clear response, the light in Chen Shen's eyes became brighter.

He nodded heavily, responded to Liu Ziliang briefly, and then without hesitation, quickly turned around and issued relevant trading instructions to the assistant fund manager behind him, as well as the leaders of each trading group.

And with his trading orders......

Half a minute later, tens of millions of funds flowed from the fund account he managed, and quickly flowed into the market's 'military' main line of core stocks, and then, almost instantly, such as Huaguo Heavy Industry, Huahang Electromechanical, Huahang Optoelectronics, Hangfa Power, Huaguo Great Wall, Hangfa Technology, ...... A number of stocks have seen a straight-line upward trend, and the time-sharing trading volume of the disk has rapidly expanded.

Then, at 9:52, when the Shanghai Composite Index had slowly fallen back to around the flat level of 2264 points, the "military" industry sector index, as well as a series of related "military" concept plate indexes such as "domestic large aircraft", "aerospace", "Beidou navigation", "state-owned enterprise reform", "central enterprise restructuring", "military-civilian integration", etc., continued to buck the trend and strengthen.

Among them, the 'military' industry sector index, as well as the 'domestic large aircraft', 'aerospace', and 'Beidou navigation' three major concept sector indexes, rose more than the 1.2% increase mark at this moment.

At 9:55, following the "Hongdu Aviation", a three-board "military" concept stock that naturally changed hands, the check of "Aerospace Rainbow" also sprung up, and was directly pushed up to the daily limit by successive large orders of 10,000 hands, becoming the second stock in the "military" industry sector.

At 9:58, driven by the check of the 'aerospace rainbow', the 'military' industry sector index rose to 1.5%, while the Shanghai Composite Index returned to above 2265 points and continued to maintain a red disk shock mode.

At 10:02, the net inflow of large funds in the 'military' industry sector expanded to more than 300 million.

At 10:05, the 'military'-related industry sectors and concept sectors led the two markets in an all-round way, becoming the main line of market sentiment with the highest popularity in the entire market and the most concerned by the majority of retail investors, completely replacing the previous market leadership position of 'large infrastructure'.

At 10:10, the index of the 'military' industry sector rose by more than 2%, and the net inflow of funds reached 430 million yuan.

At 10:15, the core constituent stock "Hangfa Technology" in the field of "military industry" rose by the limit, and the core large-cap stock "Huaguo Heavy Industry" rose by more than 3.5%, and the active funds in the two cities continued to flow into this main line field, and this main line showed a rapid climb to accelerate the pulling trend.

At 10:20, the 'military' industry sector index rose to more than 2.5%, in all the industry sectors of the two cities, the rise was unbeatable, and at this time, inside and outside the market, investor groups, for the 'military' line of discussion, also soared.

At 10:30, in the market for an hour in the intraday, into the second hour of the trading session mark, the Shanghai index in the 'military' market line under the full outbreak, re-created a new intraday high, once again reached 2270 points nearby, at the same time, the market money-making effect and investment sentiment, in the Shanghai index shock higher, the 'military' market under the full outbreak, also followed by the gradual rise, further comprehensive recovery.

", boss, today's 'military industry' line, the trend after the opening, is really unexpected, it's too strong!"

In the face of the market pattern that has been formed, and in the face of the main line of the 'military industry' market trend that has shown a comprehensive outbreak form, at this moment of Yuhang, Yuhang Investment Company, Wang Can, who has been carefully observing the plate, smacked his mouth and couldn't help but exclaim.