Chapter 481: Market Divergence, Long and Short Intertwined!

"Hey, the market is divided!"

At 11:10, within the magic capital, Zexi Investment Company, Zhou Kan, who observed that the market had obvious signs of differentiation, was slightly surprised, and said: "The active funds in the market began to concentrate on the popular mainline concept stocks of medium and small caps, and at the same time, the index was sideways, and the selling pressure of individual stocks in other markets was gradually heavy, and the overall trend was becoming more and more differentiated and more torn, which should be able to show that the funds from all walks of life in the market have obvious differences here, and it also shows that the new incremental funds at this stage are far from enough. Can't support the disk to continue the upward attack strongly, right? ”

"That's pretty much it!" Next to Zhou Kan, Xu Shen, who was also watching the changes in the two markets, bowed his head slightly and responded, "With such a trend, it is estimated that it will dive in the afternoon." ”

When Zhou Kan heard this, he couldn't help coughing lightly and said, "Then some of the positions we added to buy today will not be temporarily buried by the market again?" ”

Xu Shen smiled and continued to respond: "It's okay, this morning, the index did not take advantage of the outbreak of the 'military industry' line to go all out, in other words...... did not force the 2300 point mark, so that the firm bullish power in the field was not quickly exhausted for a short time, and it still has a certain ability to undertake, so ...... In the afternoon, even if the divergence in the field is aggravated and the selling force increases, the index will not fall deeply. ”

"I guess ......"

Xu Shen pondered for a moment, and then said: "Down to the morning opening position near 2260 points, the market will take on the strength, and it will be relatively balanced with the selling power." ”

"Near 2260?" Zhou Kan pondered for a while and said, "This position seems to have no strong support effect, and once the market offensive is exhausted, according to the general expectations of market investors, only the Shanghai Index will step back on the 2200 point support, and once again determine the bottom characteristics of 2200 points, I feel that the majority of investors in the market will abandon their doubts, re-strengthen their ideas, and enter the market on a large scale to follow the trend!" ”

Xu Shen smiled and said: "The core main funds that are active in the market should generally enter the market on a large scale at this moment, in other words, the core main line of the market at this moment has fallen into the hands of some smart main institutions that start quickly, and the core main line of the market has also come out, and the development of the market trend is relatively clear." ”

"In this case......"

"Do you think these main institutions that have already got the chips, or the main force with big funds like the 'Yuhang Department', will easily spit out the chips in their hands again?"

"Or rather, they will continue to kill the market and let the index fall back to the 2,200 level."

"Let the vast number of retail investors and some late-aware groups of institutions who didn't have time to get on the bus before get on the bus again?"

"Analysis ...... from the Chip Structure of the Market"

"Here is a small shock, the core main institutions that have entered the market will definitely not be a large-scale killing."

"In a sense, it can also be understood that this is a chip structure cleaning, a benign shuffle of the shock trend, the purpose is to wash out the short-term profit of the unfirm chips, so that this continuous rebound of the market trend, and then next, can go relatively easier."

"So, the index you said fell back to 2,200 points, reconfirming this movement at the bottom."

"There is a high probability that it will not happen."

"If the market really changes and the Shanghai Composite Index really falls back to 2,200 points, then ......"

Xu Shen paused for a while, and then continued: "At that time, it means that the entire fundamental situation of the market and the overall macro expectations have completely deteriorated. ”

"What does Mr. Xu mean ......" Zhou Kan listened to Xu Shen's analysis, pondered for a moment, and responded, "If the market wants to continue to open up the rebound and upside in the future, and maintain the overall investment sentiment of the market, then in this position, it can only maintain a strong shock pattern?" ”

"Same ...... If the index maintains a strong oscillating pattern here. ”

"Does it mean that the follow-up index will be able to continue to rise, break through 2300 points without hindrance, and even expand higher space?"

"Yes!" Xu Shen nodded and said firmly, "If the index can maintain strong shocks in this position, especially at 2250 points, then when this wave of short-term market profits is roughly cleared, the position of the Shanghai Index at 2300 points is really a probing." ”

"So, at this time, we don't have to worry, and we don't have to worry too much."

"As long as the Shanghai Composite Index can be maintained above 2250 points, then today's intraday, whether it continues to rise or fall, will not change the original chip structure and trend direction of the market, and naturally will not bring much risk to our positions, and moreover...... Since we have made trading decisions in important directions, there is no need to look ahead and backward at this moment. ”

"Take a long-term view, after all, whether it is a stock or a stock market, the market looks at the future, not the present."

"Got it!" Zhou Kan heard Xu Shen's words and nodded seriously.

Then, he stopped talking, and his eyes turned back to the fierce two-market market.

I saw that in the short conversation and analysis between the two, the market trading time has moved to 11:20, and at the same time, the Shanghai Composite Index has also fallen back to around 2265 points from the highest point of the session, maintaining a slightly red market.

As for the industry sectors, concept plates, and related hot stocks in the two cities.

At this time, the 'military' industry sector, and its associated concept plate, is still very strong, in the entire two cities of the industry sector, the concept of the rise list, can be said to be the leader, a unique ride, among them, the entire 'military' main line of the field of individual stocks, the limit of stocks has also reached 6, especially the 'China Airlines' stocks, the increase is not less than 7%.

The main line of 'big infrastructure'.

The real estate sector fell slightly, the two major industry sectors of building decoration and building materials maintained sideways shocks, and the steel industry sector index rose rapidly, which is the most obvious related sector in the field of "large infrastructure" in the main capital ebb......

It also belongs to the two major industry sectors of machinery and equipment and public transportation in the field of 'large infrastructure'.

However, it showed a strong trend against the trend, not only did not follow the trend of the real estate, building decoration, building materials, and steel sector indexes, but also rose a lot in the index pullback, and the net inflow of the main funds also performed relatively well.

As for the weaker or heavier selling pressure in the two markets, the weak main line areas.

Such as 'mobile Internet', 'smart phone industry chain' these two main areas, as well as 'traditional finance', 'nonferrous metals', 'coal', 'petrochemical' and other metals, energy main line areas, is relatively weaker than the market, with the index pullback, have fallen a lot, among which the main funds to sell serious related constituent stocks, this moment is to kill the previous record near the lowest point of the intraday, there are signs of continuing to hit a new intraday low.

In general, the market is becoming more and more differentiated.

The Shanghai Composite Index continues to rise, and the selling pressure it faces is becoming more and more difficult.

At 11:21, when the Shanghai Composite Index was still oscillating around 2265 points, the Shenzhen Index, the ChiNext Index, and the Small and Medium Index have fallen back into the water, among them, the intraday decline of the small and medium-sized board once again exceeded 0.5%, approaching the low opening position at the opening.

At 11:25, Lixun Precision fell in a straight line, and the decline of the 'Apple Concept' sector index in the entire market expanded to more than 2.8%.

At 11:27, the Shanghai Composite Index turned green and fell below 2264 points.

At 11:28, throughout the morning, the momentum continued to break through, and the industry sector index has risen by more than 3% The 'military' main line plate also began to show signs of shock and fall.

At 11:29, the turnover of Huaguo China Metallurgical Disk exploded to the level of 800 million, and the long and short differences on the disk were extremely intense, and the disk rose from the highest position of 4.56% in the market to about 2%.

Finally, when 11:30 a.m. came.

Shanghai was specified at 2263.43 points, down 0.08%, the Shenzhen Index, the ChiNext Index fell 0.27% and 0.41% respectively, several major indices after experiencing violent intraday shocks, at the noon close, or have to close in a falling form, giving up all the intraday gains, failed to continue the day before yesterday, the continuous high and high independent trend.

Faced with such a midday closing result......

The investor group of the entire market, especially the majority of retail investors gathered in the discussion area of the trading platform and the comment area of the stock investment forum, their mood is somewhat lost compared with the morning session, or the morning session.

"Hey, I still haven't been able to break through yesterday's intraday high, I feel that the Shanghai Composite Index 2300 points line, why is it so difficult to break through?"

In the discussion area of the stock trading platform, some retail investors sighed helplessly.

"It's not that the 2300 point line is difficult to break through, it's really that the peripheral trend is too poor, and the upward momentum of the Shanghai Composite Index is insufficient!"

"And today's intraday selling is too heavy, and the divergence is too big."

"The trend of the external market, superimposed on the heavy short-term profit chips in the field, the Shanghai Index at this time, it is strange that it can break through 2300 points."

"Although today's trend is not as strong as yesterday and the day before yesterday, it is not bad to be able to maintain a sideways state in this position, right?"

"Compared with the trend of the external market, it must be good."

"But compared to the trend of the previous two days, it is really almost meaningless."

"But today, the line of 'military industry' has come out, and it is really strong."

"Yes, overall, the trend of the index is not satisfactory, but the performance of the short-term speculation market is not much different from the previous two days."

"Isn't there much difference, it's even hotter than the previous two days, isn't it?"

"It's not more popular, but it's more concentrated, have you noticed it? The speculation in the market is becoming more and more concentrated on the two lines of 'large infrastructure' and 'military industry'. ”

"Nonsense, the market as a whole is weak, and the funds must be concentrated in the areas with the best money-making effect!"

"But it also shows that the market is making money, isn't it?"

"Well, there are still a few checks for the height of the three boards today, and behind the leading tickets of the three boards, there are also a lot of followers, which shows that the money-making effect of the two lines of 'big infrastructure' and 'military industry' is very good, in fact, ...... It is still possible to continue to follow the trend and participate appropriately. ”

"Indeed, the overall money-making effect of the market has not decreased, but some weak sectors are more miserable."

"Obviously, today's intraday weak sector, is to accelerate the bottoming trend, I think this morning's index trend, although not very good, but the overall market, must still be in a good direction, just don't understand today's intraday divergence, why so big, the Shanghai Index in the" military industry "under the leadership of the main line of the market, two rapid upward attack, did not be able to break through yesterday's intraday high, even 2280 points, did not succeed in standing."

"The index bottomed out from below 2,200 points, and then rebounded violently, and it was only two or three trading days, right? In such a short trading time, the market investment sentiment has not been completely fermented, the current active in the field, or the original stock of funds, the incremental funds are not much, and after the first two days of consumption, the active long funds, almost has been consumed, now many short-term profits, seeing that the peripheral market trend is not good, the mind of taking profit out of the market, naturally can not stop, and after the first two days of consumption, the remaining active long funds, in the case of incremental funds can not keep up, can not hold the disk, It is also normal that the index cannot be supported to continue to break upward. ”

"Yes, the analysis is thorough, and it should be this reason that makes it difficult for the index to go here."

"It's not a bad thing to take a break from the callback."

"I also think that a short break, not a bad thing, the external trend is so bad, the Shanghai Index can still maintain a strong intraday shock, which shows that the market rebound market can continue to continue, but also shows that the Shanghai Index has been able to get rid of the influence of the external market, out of the independent market trend."

"Let's see how the market goes in the afternoon!"

"If the market trend in the afternoon can maintain the Shanghai Composite Index around this position, then I think it is not bad."

"To be honest, I don't want to rise sharply today, as long as it doesn't fall too much, it's earned."

"It makes sense, it makes sense, if you don't fall, you make money, that's really good, as long as the index can stabilize here, then the follow-up 2300 points will definitely be able to break through."

"As long as Mr. Su's 'Yuhang Department' main fund continues to lock up positions on the core main lines of 'large infrastructure', 'military industry' and 'Internet finance', and at the same time, there is no sudden major negative on the market news, and the Shanghai Index will break through 2300 points in the future, which must be a certainty, of course...... Our requirements are not only the 2300 point mark, but also 2400 points and 2500 points. ”

"In today's core main areas of 'military industry', 'large infrastructure' and 'Internet finance', the amount of energy shown by the 'Fortune Road Holding Concept Stocks' is definitely still in a locked state of 'Yuhang Department' funds, in other words...... Mr. Su is not afraid of such a large amount of funds, what are we afraid of? ”

"Keep bullish, keep bullish ......"

"Anyway, below 2300 points, Lao Tzu will never reduce his position."

"What was sold in the intraday today, I will definitely buy it back at a high price in the future, look at it...... At this time, fear, bearish bears, will not end well. ”

"Hehe, when the index falls, individual stocks will be better bought."

"I have seen a lot of popular leading stocks before, and this fall is ...... I just buy. ”

"Haha, indeed, finally give it a chance!"

In the remarks of many retail investors and the discussion of topics, even though many retail investors are not so satisfied with the market trend this morning, and even feel a little disappointed, but on the whole, the market's bullish investment sentiment, supported by the short-term speculation and money-making effect that has not weakened, has not declined, but is still spreading and fermenting to many potential investor groups outside the market, while creating more incremental funds into the market.

And at a time when this kind of emotions are intertwined, the bulls and bears are starting to say fools to each other.

After a one-and-a-half-hour break at noon, the market once again ushered in the afternoon opening time.