"But when will this short-term hype divergence come?" Zhao Lijun was not as optimistic as Zhang Guobing, and took over and said,

"We can't just sit back and watch the development of the market, watching the market investment expectations and speculation expectations, in the direction of small and medium-sized boards, gem 'growth stocks', more and more consistent, right?"

"Moreover, if we do nothing now, let the majority of investors in the market, in the direction of the small and medium-sized board and the gem 'growth stocks', really form a consistent expectation, then even if the short-term profit plate piles up, this line has encountered short-term speculation divergence, we want to completely pull the main line of the market back to the main line of 'big infrastructure', 'military industry', 'Internet finance', I am afraid it is also extremely difficult."

"Because with the passage of trading time, the more deeply the active capital group in the market is involved in the line of 'growth stocks' on the small and medium-sized board and the gem, the more difficult it is to retreat quickly."

"At the same time, if we don't stabilize the market in time."

"In the context of the market has always been in the stock capital game, the popularity and hype of the main lines of 'infrastructure', 'military industry' and 'Internet finance' will continue to decay rapidly in the continuous interpretation and development of the 'growth stocks' of the small and medium-sized board and the gem."

"Once the general trend of the main line of the market is reversed, it will be very difficult to recover."

"Therefore, I think it is still necessary for us to intervene when the market has just had a huge divergence, and the majority of investors are still expected to focus on the main line of 'infrastructure' and 'military industry' in the direction of the main board, as well as the main line of 'concept growth stocks' focusing on the direction of the small and medium-sized board and the growth enterprise board."

"Even if the market trend at this time, as well as the changes in the market, it is not suitable for the main lines of 'infrastructure', 'military industry' and 'Internet finance'...... However, it is still necessary to maintain investment sentiment, speculation and investment expectations in this direction, and maintain investors' attention to the popularity of these main directions. ”

"Well, I agree with what Lijun said." After Zhao Lijun finished expressing his opinion, Li Meng hurriedly responded and answered,

"Although the market has developed so far, we can't go against the existing trend changes, to forcibly pull the market, and reverse the market pattern, but appropriately give the market, the current is still optimistic about the 'infrastructure', 'military industry', 'Internet finance' of the core main line of the investor group a firm holding, or these core main lines in the follow-up still have a hope of upward breakthrough potential, to maintain investors' continued attention to the direction of this main line and trading popularity, it is indeed necessary."

"After all, in the domestic financial trading market, especially in our big A."

"Although it is usually the major institutions that guide the market trend, what really determines the market trend is the majority of retail investors who occupy nearly 80% of the market investment group share, as well as many active funds."

"In other words, I think that the final trend of the market, although it is the joint action of the expectations of all the funds in the market, but the decisive role is still the 80% of the retail investors in the market, as well as the active capital groups from all walks of life."

"And it is precisely this that accounts for 80% of the investor group in the market, as well as many active funds."

"It is also the group in the market where ideas and expectations are most likely to change."

"It is also the core financial force in the short- and medium-term speculation fund group, after all, it is difficult for large funds to turn around after choosing the investment direction, but they ...... But it is almost unaffected by the volume of funds. ”

"Therefore, if we want to grasp the initiative in trading, we must attract the strength of this part of the capital group."

"And to guide their emotions, their expected direction."

"At present, their sentiment and expected direction are mainly concentrated in the main line of 'film and television media', as well as the two major conceptual fields of 'Internet software' and 'Internet application'...... Looking at the discussion of the market retail investor group at noon, although everyone's sentiment and expectations for the main lines of 'infrastructure', 'military industry' and 'Internet finance' in the early stage have decreased a lot, these main lines still have enough popularity and attention among the majority of retail investors, and there are many people who are firmly optimistic. ”

"There is also the Shanghai Composite Index ...... under the current market trend"

"Although there is pressure to fully stand above 2300 points, the expectation of maintaining the shock at this stage is still quite strong."

"At this time, if we are appropriately tempted to maintain the current market sentiment divergence in the two main directions, on the one hand, it can shake the position and wash the market, and on the other hand, it can also give hope to the retail investor groups who are still concerned about the main directions of 'infrastructure', 'military industry' and 'Internet finance', and are firmly optimistic."

"And let's lure the market at this time and maintain a strong shock pattern in this direction, which can be regarded as adapting to the trend change of the market itself, and it is not difficult."

"Of course, in order to make us less pressured on the main lines of 'infrastructure', 'military industry' and 'Internet finance', it is still necessary for us to sell some of the core concept stock chips in the main line areas of 'film and television media', 'Internet software' and 'Internet application' in the weight of our fund holdings, so as to deepen the market's broad investor groups for the small and medium-sized board and GEM' The following sentiment and expected divergence on the main line of growth stocks hinder the continuous and substantial flow of active funds in the market from the main line of our fund's heavy position to the main line of the small and medium-sized board and the growth stock of the gem. After listening to Li Meng's analysis, Su Yu's smile became richer and richer, and he nodded in response: "Move in a timely manner, move according to the situation, guide the market, create opportunities, trading skills in the market, trading points, nothing more than that, Mr. Li is right, although we can't force the market against the trend, but timely guide the expectations of the majority of investors in the market, and maintain the narrow range of the market in this position, it is still very necessary." ”

"Specific...... How do I get started? Wang Can asked again at this time. Su Yu thought for a while and responded: "'Northern Xinjiang Communications Construction, Tianshan Cement, Shanghai Construction Engineering, Pudong Construction ......' this group of 'infrastructure' main line of small and medium-sized concept leading stocks, disk buying funds have a relatively strong willingness to undertake, such as Tianshan Cement, Pudong Construction two stocks, can be moderately tempted, pull up the gathering of popularity, and improve everyone's expectations for the main line of 'infrastructure'." ”

"At the same time, such as the core constituent stocks of 'infrastructure', which have received a lot of market attention."

"Like 'Huaguo Metallurgical, Gemdale Group, Huaguo Railway Construction, Huaguo Communications Construction' checks, it is also necessary to maintain the disk to prove that there are main funds that are still optimistic and dare to buy chips in this position."

"As for the small and medium-sized board, the growth stock of the gem is ......" Su Yu paused, pondered for a moment, and continued: "Our chips on this line are not large, and the core positions are not much, so it is not advisable or impossible to concentrate on smashing, and it can only be concentrated on one or two popular leading stocks with high market attention." ”

"So as to release to the market that the continuity of this line is doubtful, this signal is enough."

"Concentrate on smashing one or two popular leading stocks with high market attention......" Hearing Su Yu's words, Wang Can took over and said,

"According to the position of our fund in the direction of 'growth stocks' on the small and medium-sized board and the gem, as well as the leading stocks shown in today's market, which have a strong driving effect on the entire 'growth stocks' route, should be the two checks of Netspeed Technology and LeTV, right?"

"And just these two stocks, the chips of our fund holdings are not low."

"If it is sold in a concentrated manner, it should be able to form a significant suppression of the current market of these two stocks, thereby hitting the entire market for the continuous expectation of the outbreak of the main line of the small and medium-sized board and the gem 'growth stocks', and even the speculation confidence of the active funds in the field to follow the trend and flow into this field."

"Not bad!" Su Yu saw that Wang Can could see how to cut in, so as to affect the market trend and speculation, so the other heads of the trading group naturally understood, so he didn't say more, and gave instructions with a smile.

"Since everyone has no different opinions, let's follow the trading strategy just mentioned!" Everyone in the trading room, after Su Yu made up his mind, nodded one after another, and then quickly made arrangements for trading.

And with the "Yuhang Investment" of the entire main fund trading room after heated discussions, everyone readjusted the trading strategy and decided to intervene in the market trend.

Shenzhen Market, Pingyin Asset Management Center. Liu Ziliang, general manager of the asset management business, summarized the market trend in the morning, and referred to the increasingly hot investment sentiment and discussion of the entire market investor group for the main line of the small and medium-sized board and the growth stock of the gem, and also decided to increase the cleaning up of its funds in the main line of 'infrastructure', 'military industry', 'Internet finance' and other 'Yuhang system' capital positions in the main line of the weight, increase the weight of the small and medium-sized board and the gem 'growth stocks' in the main direction, and continue to guide the active capital groups in the field to the small and medium-sized board, GEM convergence trading strategy.

At the same time, he also directly contacted the head of the asset management business of the 'Ping An Insurance Proprietary Investment Strategy Department' of the same group.

It is planned to jointly attack and promote the market investment sentiment and speculation to converge in the direction of the small and medium-sized board and the gem 'growth stocks', and finally form a more consistent investment and speculation expectations, win over the market liquidity, and lock the 'Yuhang system' funds on the early main lines of 'infrastructure', 'military industry' and 'Internet finance', forcing the 'Yuhang system' funds to either completely step on the market and fall from the altar of performance, or ...... was forced to cut positions from the original main line market and obediently carry a sedan chair for them.

And in this midday investment sentiment, there is a huge divergence. At the same time, the main institutions also have their own calculations, and the expected direction of the market is obviously different.

The market trading time has quickly crossed the lunch break and arrived at 1 o'clock in the afternoon, and the stagnant two markets resumed trading.

I saw that after an hour and a half of emotional brewing at noon and the influence of various market news. As soon as the market opened, the Shanghai Composite Index fell in a flash, once again hitting the 2290 point mark, erasing the already insignificant gains on the market.

At the same time, it was accompanied by a lightning drop in the Shanghai Composite Index. The market attention is high, but this morning's performance is obviously weak, "infrastructure", "military industry", "Internet finance" several main line related industry sectors, concept sector index, also fell, and the core concept of leading stocks in its field, such as Huaguo Metallurgical, Gemdale Group, Conch Cement, Hangfa Technology, Shanghai Construction Engineering, Tianshan Cement, Pudong Construction, Beijiang Communications Construction...... and other stocks, the active selling volume on the disk is also rapidly piled up, and the initiative to kill the market downward, the weak trend is becoming more and more obvious.

However, it was also at the same time. The Shenzhen Index, the Growth Enterprise Market Index, and the Small and Medium-sized Board Index have suddenly surged upward.

Among them, the three major industry sector indices of 'film and television media', 'Internet software' and 'Internet application', which have a high degree of market attention, have risen by more than 0.3% in the moment of opening.

Subsequently, until 1:12 a.m. For a full 12 minutes, the Shanghai Composite Index hovered back between the red and green disks, and carried out a narrow range of shocks that could continue to decay at the 2290 point mark.

The Shenzhen Index, in this 12-minute period, has successfully stood on the 1.2% mark.

As for the GEM index and the small and medium-sized board index, the performance is even more prominent, and they have stood at the 1.5% mark.

In the interpretation of the trend of obvious differentiation of several major indexes, active funds in the market are also further flowing from the hot main lines such as 'infrastructure', 'military industry' and 'Internet finance' in the early stage to the 'growth stocks' dominated by 'film and television media', 'Internet software' and 'Internet applications'.

However, just when everyone thought that this kind of speculation trend from the early stage of "medium and large-cap performance heavyweight stocks" and "state-owned enterprises and central enterprise reform and restructuring stocks" has shifted to "small and medium-sized growth concept stocks" and "emerging industry story stocks", the market is very likely to repeat last year's Shanghai fingerprints did not move, and the GEM index is independent forward, almost out of the doubling index market.

Investment sentiment and speculation across the market have begun to accelerate towards small- and mid-cap stocks.

At 1:15, it condensed the great attention of the market, and at the same time, it also made a great contribution to the changes in the route of the entire small and medium-sized board and the gem in the morning, and drove the breakthrough of the two emerging industrial sectors of "Internet software" and "Internet application" in one fell swoop.