"yes, let's take a look first." Liu Xin responded, "The real market sustained strength and market expectation logic, we have to wait for the extreme follow-up sentiment of market investors in this direction, and then look at it after it cools down a little, it will be more accurate. ”

Fang Xinsheng nodded with a smile and said: "Mr. Liu is right, in fact, I personally think that if the entire market wants to really open up space, it is better to take 'big infrastructure' as the main direction of attack." ”

"After all, the direction of 'big infrastructure', whether it is the continuous support of the policy, the fundamental reversal expectation of the industry, the story of the industry, the number of stocks covered, the market capitalization, and even the driving of the entire market, are not comparable to the industry sector of 'film and television media', which has an overall market value of only more than 1 trillion."

"Of course......"

Fang Xinsheng paused, and said: "If the market of the industry sector of 'film and television media' can continue to diverge and deepen in the two directions of 'mobile Internet' and 'smart phone industry chain', which also have no shortage of expectations and hype logic, it is also possible to completely activate the two main directions that are in the adjustment stage and the hype sentiment is relatively lacking, and it is possible to drive the market to break through as a whole." ”

"It depends on the next trend of the market, how to choose the main funds of each way, and how to form a joint direction."

After speaking, Fang Xinsheng put his eyes back on the trading boards of the two cities.

At this time, the market trading time has entered 2:20, and on the two markets, the "film and television media" industry sector, and its related concept plates, still maintain the form of leading the two cities, but other non-"film and television media" core concept stocks, and a number of marginal concepts of medium and small cap stocks, following the "film and television media" sector after the collective riot of the intraday gains, have been completely swallowed up, have shown a trend of pulse fluctuations.

Correspondingly, because of these stocks, they have not been able to gather a sustained money-making effect.

Many follow-up funds in the market that have overflowed from the main line of 'film and television media' have re-converged to the relatively low level of intraday shock adjustment in the early stage of 'infrastructure', 'military industry', 'reform and reorganization of state-owned enterprises and central enterprises', 'Shanghai Free Trade Zone', 'Internet finance' and other popular main line areas in the early stage.

"Huh...... I feel that the active capital group in the market seems to have turned back to the hot main line area in the early stage. ”

At 2:25, within Yuhang, Yuhang Investment Company, in the main fund trading room, Wang Can, the leader of a group of trading teams, saw the overall changes in the two cities, as well as the infrastructure, 'military industry', 'state-owned enterprises, central enterprise reform and reorganization', 'Shanghai Free Trade Zone', 'Internet finance' and a series of popular mainline core concept stocks in the early stage, and couldn't help but exclaim: "This is the explanation" The hype logic and expectation logic of the film and television media's line are still doubtful, and it is difficult to get the general recognition of all kinds of funds in the market? ”

"Looking at the trend of the disk pattern, there should be no problem with the line of 'film and television media', right?" Hearing Wang Can's words, Liu Yuan, the leader of the second group of the trading group, said, "It should be that there is not enough hype expectations and emotional support in other small and medium-sized market concept fields, so that the overflow of follow-up funds from the line of 'film and television media' has no choice but to converge in the hot main line areas in the early stage such as infrastructure, 'military industry', 'reform and reorganization of state-owned enterprises and central enterprises', 'Shanghai Free Trade Zone', and 'Internet finance'." ”

"Agreed!" Zhang Guobing, the leader of the third group of the trading group, also said, "Even if the line of 'film and television media' is in full swing, the amount of funds that can be accommodated is very limited, so ...... Other funds that have been chased in because of its rapidly expanding money-making effect have to spill over to other main areas of the market with money-making effects when they can't buy core stock chips related to the 'film and television media' field for the time being. ”

"Originally, according to the line of 'film and television media', it was driven by the entire small and medium-sized board and gem."

"The primary goal of these active capital groups that follow the trend and cannot buy chips related to core stocks in the field of 'film and television media' should be to attack the two core main lines of 'mobile Internet' and 'smartphone industry chain' with the small and medium-sized board and gem as the core."

"In fact, according to the market trend in the first half hour after the afternoon open."

"The active funds that have followed up from all walks of life have indeed been chosen in this way."

"It's just that the two core main lines of 'mobile Internet' and 'smart phone industry chain', the adjustment is not over, the chip structure is very chaotic, the long and short divergence is also quite large, and there is not enough market news to drive well, and there is a lack of hype sentiment."

"This led to the overflow of follow-up funds after the intervention, but not to fully open the rebound of these two lines."

"On the contrary, it has induced a huge amount of potential selling, which has caused the volume of disk selling in these two main line areas to increase sharply, which has also led to the active funds that have followed the trend into these two areas and suffered short-term losses, and this loss effect has also restricted the follow-up funds to continue to intervene in the process of these two main line areas."

"This is also the reason why the market has gradually weakened after 1:30."

"But fortunately, the news of the 'film and television media' line is good enough, and the hype logic and expectation logic are hard enough, which makes the market stable."

】

"And after the market has stabilized......"

"The continuous high trend of the line of 'film and television media' and the continuous expansion of the money-making effect have naturally stimulated the nerves of the off-market investor group even more, causing this part of the investor group to continue to enter the market and follow the trend, and the same as before...... The influx of a large number of over-the-counter funds has made it more difficult to buy the core chips related to the line of 'film and television media', which is why active funds have once again overflowed from the field of 'film and television media' and poured into the hot main lines in the early stage such as 'infrastructure', 'military industry', 'state-owned enterprises and central enterprise reform and reorganization', 'Shanghai Free Trade Zone' and 'Internet finance'. ”

"Overall, this change in the market should be good for our fund!"

"After all, the weight of our position in the line of 'film and television media' is not large, if the market is still firmly 'infrastructure', 'military industry', 'state-owned enterprises, central enterprise reform and reorganization', 'Shanghai Free Trade Zone', 'Internet finance' and other popular main lines in the early stage as the main breakthrough direction, then our fund's profits, should be able to continue to expand rapidly."

"Hmm!" After listening to Zhang Guobing's analysis, Su Yu bowed his head with a smile and responded, "The analysis is very good, the trend logic of the market and the path of capital changes are basically what you said." ”

"Actually......"

Su Yu paused for a while, thought for a moment, and continued: "In the financial trading market, the flow of the main funds is always in the direction of the least market resistance, and there is no doubt that under the direct stimulation, in addition to the current market's 'film and television media' line, 'infrastructure', 'military industry', 'state-owned enterprises, central enterprise reform and reorganization', 'Shanghai Free Trade Zone', 'Internet finance' and other popular main areas in the early stage, is the direction of the least upward resistance in the market. ”

"Master, since a group of incremental active capital groups that follow the trend and enter the market, after overflowing the main line of 'film and television media', finally chose the hot main lines in the early stage such as 'infrastructure', 'military industry', 'reform and reorganization of state-owned enterprises and central enterprises', 'Shanghai Free Trade Zone', and 'Internet finance' to intervene, it should be able to show that these popular main lines, in the current position, still have strong upward momentum and continue to hype expectations, right?" After Su Yu answered, Liu Yuan pondered for a long time and asked, "Is this also a disguised indication that the Shanghai Composite Index continues to break through the 2300-point mark, and the opportunity is already in front of us?" ”

Su Yu thought for a while and responded: "From the perspective of the disk, although the follow-up of the new active capital groups, although they are converging on the popular main lines in the early stage such as 'infrastructure', 'military industry', 'state-owned enterprises, central enterprise reform and reorganization', 'Shanghai Free Trade Zone', and 'Internet finance', it is not enough to make a breakthrough in terms of quantity and performance. ”

In other words......

"At this time, it is indeed not difficult to induce the market and stimulate the follow-up financial force to prompt the Shanghai Composite Index to hit 2300 points, but it is more difficult to completely stand firm after breaking through 2300 points."

"And from the perspective of changes in market sentiment, as well as the long-term impact of the evolution of the market outlook."

"Rather than letting the Shanghai Composite Index break through 2,300 points and then fall back, it is better to play steadily and steadily, so that the market bulls can brew enough in this position before breaking through."

"In this position, the longer the horizontal time, the more powerful the follow-up upward burst will be."

"If you rush to attack, the market will not last long."

"Overall, you still think that the current amount of active funds in the market, as well as the amount of new active funds in the market, are not enough to fully support the market to make a sustained breakthrough, right?" After listening to Su Yu's analysis, Li Meng on the side smiled lightly and responded, "But in the direction of breakthrough in the market outlook, it should be 'film and television media', 'infrastructure', 'military industry', 'state-owned enterprises, central enterprise reform and reorganization', 'Shanghai Free Trade Zone', 'Internet finance', these popular main directions are right, right?" ”

Su Yu bowed slightly, and responded: "In terms of direction, it should be these directions, after all, the market has come to this position, which can be widely recognized by market investors, and the speculation logic and expectation logic are excellent, and there is also room for story imagination, just these fields." ”

"Of course......"

Su Yu smiled and said, "It is not ruled out that the market will break through in other main directions." ”

"The core holdings of several of our main funds are basically in these directions." Li Meng said, "In case the small probability result you said happens, the market breaks through to other main lines where we have no positions, and the time comes...... How can we respond? ”

Su Yu pondered for a moment and responded, "Have you heard of it?" In this world, the best defense is offense, our own destiny, to be in our own hands, we are in the 'film and television media', 'infrastructure', 'military industry', 'state-owned enterprises, central enterprise reform and reorganization', 'Shanghai Free Trade Zone', 'Internet finance' these popular main lines, since we have established such a large number of positions, and at the same time, all aspects of these popular main lines of hype logic, expected logic is not bad, then we must be at a critical moment, can guide the market, so that the market has been in our expectations to run. ”

"This ...... To guide the direction of the entire market, I'm afraid it's not easy, right? Li Meng was shocked.

For a moment, she felt that Su Yu seemed to be too arrogant.

Su Yu said with a smile: "It's not easy, but it's not completely impossible, at least borrow the huge amount of funds in our hands, as well as the influence of the seats, at the critical moment of market development, to induce the disk to develop in a direction that is beneficial to us, there is still a chance." ”

Of course, he had this confidence.

In addition to these objective conditions he said, the most important thing is that he, as a reborn person, knows the general development direction of the follow-up market, knows that the magnificent 'big bull market' across the next year is just around the corner, and also knows the capital situation of the entire market.

Under so many known things, plus these objective conditions in his hands.

If he can't induce the market to develop in his favor at a critical moment, then his more than ten or twenty years of financial market trading experience in the past two lifetimes will really be in vain.

With his brief contemplation, at this time, the market trading time had come to 2:50.

The two markets entered the last 10 minutes of the late trading session.

I saw that after the active capital groups inside and outside the market continued to converge on the popular main lines in the early stage such as 'infrastructure', 'military industry', 'reform and reorganization of state-owned enterprises and central enterprises', 'Shanghai Free Trade Zone' and 'Internet finance', the overall trend of the market has stabilized a lot.

At this time, the Shanghai Composite Index has regained its position at 2290 points, and the increase has returned to about 0.7%.

The Shenzhen Index and the ChiNext Index have also stabilized at about 1%.

In the end, when 3 o'clock in the afternoon came, the two markets were frozen, and the market ushered in the closing moment, the Shanghai index was fixed at 2290.76 points, up 0.72%, and the Shenzhen Index and the ChiNext Index rose 1.23% and 1.46% respectively, showing a significantly stronger trend than the Shanghai Index.

Among them, the volume of the two markets can be maintained at about 100 billion, which is smaller than when the market rebounded rapidly last week.

As for the performance of the main line of the market.

There is no doubt that the line of "film and television media" in the noon direct news of the positive stimulus, the overall rise of the two cities, the single "film and television media" industry sector index, at the close, rose 4.78%, of which the related concept plates, such as'film and television entertainment', 'online video', 'film, television production', 'star participation', 'star indirect holdings' and other core concept plates, have risen by more than 5%, and its related concept stocks, the limit abounds, and the hot money-making effect scene, which can be described as explosive.

In the early stage of popular main line areas such as 'infrastructure', 'military industry', 'reform and reorganization of state-owned enterprises and central enterprises', 'Shanghai Free Trade Zone', 'Internet finance', etc., although the performance cannot be compared with the popular main line of the market of 'film and television media', the overall trend is still slightly stronger than the market.

It's just that in the intraday, it was once pulled up by active funds from all walks of life, but in the end, the speculation gradually collapsed the two main lines of 'mobile Internet' and 'smart phone industry chain', the performance was relatively miserable, and the related industry sectors and concept plates not only lagged behind the performance of the market, but because of the pulse trend, it became an area where the active funds involved in the loss of money in the entire market were more obvious, and were scolded by many follow-up investors.

Of course, in addition to these more differentiated performances, market investors pay more attention to each main line area.

Other main areas such as 'traditional finance', 'non-ferrous metals', 'coal', 'petrochemical', 'consumption', 'medicine', etc., are almost all flat, following the fluctuations of the broader market, but also showing a shrinking situation, and the trading is not active.

In general, according to the performance of each main line of the market.

The local money-making effect of the market is still continuing, and the market investment sentiment and speculation sentiment are also relatively good, but limited by the market volume, this local money-making effect has never been able to spread to the entire market, forming a comprehensive general rise effect of the entire market, so as to further open up the money-making space.