On the whole, through the views and emotional reactions of various investors after the market, everyone is relatively consistent with the view that the market as a whole can break through upward, and they all believe that under the promotion of so many policies and news, the 2300-point mark will definitely not trap the Shanghai Index.

However, there are still huge differences on whether the market will be dominated by the breakthrough of 'heavy-cap stocks' in the Shanghai Stock Exchange or the breakthrough of 'concept growth stocks' in the emerging industries of the Shenzhen Stock Exchange.

In the evening, the outer market.

After opening slightly lower, U.S. stocks went all the way higher, once again adding some emotional help to the domestic market tomorrow.

Moreover, due to the core constituents of the U.S. stocks, the leading enterprises in the entire smartphone industry chain, Apple rebounded sharply in the intraday after spending the semi-annual performance expectations, and in the entire peripheral market, the global 'Apple industry chain' related stocks that were comprehensively killed by the market in the early stage and abandoned by the main funds have also followed with a sharp rebound, increasing the expectations of domestic market investors for the performance of stocks in this direction after the market opens tomorrow.

Then, the next day, the market officially calls for auction before trading.

The market has not yet opened, and a small number of investors with a keen sense of smell in the market have set their sights on a number of high-quality 'apple industry chain' stocks in the A-share market, and selected a few concept stocks with good trend and moderate circulation, which are suitable for the speculation of the main funds in the market.

Similarly, due to the overnight rally in US stocks.

Market investors' expectations and expectations for the Shanghai Composite Index to stand above 2,300 points are also increasing.

Of course, due to the outbreak of the trend of stocks related to the peripheral 'Apple industry chain', everyone has higher expectations and more active enthusiasm for participating in the first-line fields of the small and medium-sized board and the 'growth stocks' of the gem that have played a money-making effect and hype yesterday.

"In the whole market, the sentiment is expected to increase, and the Shanghai Composite Index stands firm at 2,300 points today, there should be no suspense, right?"

At 9:02 a.m., in Su Yu's main Yuhang capital group, some people asked questions after touching the heat of the discussion and topic of various stocks on the Internet.

"There should be no suspense when opening high, as for whether the Shanghai Index can stand firm at 2300 points, we have to see after the opening!"

"The pressure on the Shanghai Composite Index at 2,300 points is actually not big, and the 2,300 point mark is now ...... Actually, it doesn't mean much, does it? The key is how the main line of the market will develop! ”

"Yesterday, Mr. Su's 'Fortune Road' took profits and took profits on a lot of chips on the small and medium-sized board and the gem 'growth concept stocks', and increased the position of 'Northern Xinjiang Jiaotong Construction' stocks, plus yesterday's 'big infrastructure', 'military industry', 'Internet finance' These lines have been adjusted, and today ...... The overall investment sentiment of the market before the market is so good, I estimate that the market should turn back to the direction of 'big infrastructure' and make a breakthrough, right? ”

"I don't agree, the influence of Mr. Su's 'Fortune Road' seat, even if it is terrifying, but we can't ignore the impact of last night's external market trend on today's domestic market trend, you know...... Last night, the 'apple industry chain' broke out, and today's A-share 'apple industry chain' will definitely be a big wave of speculation, and in the direction of the 'apple industry chain', many concept stocks are basically subordinate to the small and medium-sized board and the gem constituent stocks, and ...... According to the active liquidity of the current market, in the case of no major changes in the macro capital side, it cannot support the simultaneous breakthrough of the main line of the bullish market, so it is basically difficult for the market to rise, and the development of the market must be focused. ”

"It means that driven by the line of 'apple industry chain', today's market hotspots are likely to occur in the main line of 'growth concept stocks' on the small and medium-sized board and gem?"

"I guess so! At least if the line of the 'Apple industry chain' riots, the active funds in the direction of the 'main board weighted stocks' will definitely be siphoned. ”

"What is siphoned can't be the lines of 'film and television media', 'Internet software', and 'Internet application'?"

"Yesterday, Mr. Su smashed it, and the lines of 'film and television media', 'Internet software', and 'Internet application' will definitely diverge today, right?"

According to the previous main line hype logic, the sub-sectors and sub-industries in the same main line field of the same main line have a synchronous driving effect on other industry sectors and concept plates, so ...... If the line of 'Apple industry chain' breaks out today, the active funds that are siphoned must come from the direction of 'main board weighted stocks', and from the lines of 'film and television media', 'Internet software', and 'Internet applications', which will not be too obvious, of course...... These lines diverge today, and there should be a high probability. ”

"In this way, the line of 'Internet finance' is also a branch market line in the field of 'growth concept stocks', why did the market 'film and television media', 'Internet software', and 'Internet application' break out yesterday, and failed to drive the line of 'Internet finance'?"

"The line of 'Internet finance', which follows the investment logic and speculation logic, is completely different from the branch market line in the main line of other 'growth concept stocks', so it can't be confused, right?"

"It really can't be confused, the line of 'Internet finance' is obviously different!"

"No matter which direction the market shifts, the market shouldn't be too bad today, right?"

"This is true, whether the Shanghai Index can stand firm at 2300 points exactly, the road down, is basically blocked, and the small and medium-sized board, the gem, the core concept of the 'film and television media' line of hype expectations and hype sentiment are still there, even if today's trend may be differentiated, but the leading stocks, it must still be worth doing, plus the external trend directly driven by the 'apple industry chain' hype expectations...... There is no impetus for the market to fall today! ”

"Since everyone unanimously expects that the overall trend of the market will not be too bad, then why argue about which main line of the market? Isn't it okay to light indexes, light sectors, and heavy stocks? ”

"Haha, indeed...... Isn't the final landing point of trading operations individual stocks? ”

"In terms of the current market stock market expectations, a number of 'Apple industry chain' stocks, as well as the core concept leading stocks in the field of 'film and television media' that were still blocked yesterday, should be the strongest, among them, Anjie Technology, Changying Precision, Goertek Acoustics, O-film Technology, Lixun Precision, Huace Film and Television, Ciwen Media, Cultural Investment Holdings, Yanjing Culture, these votes have the highest attention and discussion."

"Mr. Su's 'Northern Xinjiang Communications Construction' that increased his position yesterday has also attracted good attention and discussion, and there is also a fairly high anti-package expected trend!"

"Inspur Information, Huaguo Software, Changqu Technology, Huaqingbao, Ren Zixing, 2345...... What about these tickets? ”

"The expectations and popularity of these tickets are a cut worse than the previous ones, and it is estimated that the trend is not easy to say."

"LeTV, Huayi Brothers, and Netspeed Technology, the three GEM component weighted stocks that were smashed by Mr. Su yesterday, are expected to diverge greatly today, right?"

"If you want to participate in today's market, the first thing you should avoid is these three checks, right?"

"Indeed, if the gentleman does not stand under the dangerous wall, whether the three checks can still rise or not, and the expectations are not good, he should not participate in it anymore, and the circulation of these three checks is too large compared to other concept stocks in the line of 'growth concept stocks', and it is not easy to speculate."

"In general, the pre-market expectations are the strongest, and the circulating disk is more suitable for speculation, and the stocks that can participate with relative confidence are only Anjie Technology, Changying Precision, Goertek Acoustics, O-film Technology, Lixun Precision, Huace Film and Television, Ciwen Media, Cultural Investment Holdings, Yanjing Culture and the ten stocks of 'Northern Xinjiang Communications Construction'?"

"Almost, depending on which stock is opened appropriately, let's go to which one!"

"Lixun Precision can be ruled out, the plate is too big."

"But this check is the 'Yu Hang Department' fund managed by Mr. Su to participate in the fixed increase of stocks, in fact, although this check plate is large, but the real circulation is not much, coupled with the blessing of Mr. Su's position concept, I think to do the 'apple industry chain' in the direction of the market, this check should be unavoidable."

With the rapid refresh of the group messages......

In the discussion of the comprehensive analysis of the pre-market market and the rapid formulation of the intraday operation plan, the time has come to 9:15 unconsciously.

I saw that tens of millions of investors were converging.

The stagnant market trading market began to beat rapidly, and the stock prices of nearly 2,000 market stocks flashed, intuitively reflecting all the expectations of the pre-market market investor group.

"The 'Apple Industry Chain' jumped to the top of the list of conceptual sectors in the two cities, and the 'Film and Television Media' industry sector and the corresponding conceptual sector are still hot." At 9:15, at the moment when the market ushered in the initial call auction and initially showed the overall market trend of the disk, Yu Hang, inside Yuhang Investment Company, in the main fund trading room, Wang Can stared at the disk, frowned, and reported to Su Yu, "Boss, the market is in the wind, look at the situation...... It's still on the main line of the small and medium-sized board and the gem's 'concept growth stocks'! ”

Su Yu stood in the center of the trading room, staring at the big screen in the center of the trading room, and said: "The external market trend and pre-market expectations are so reflective, we can't do anything." ”

"Just leave it to chance?" Li Meng asked.

Su Yu pondered for a moment and said: "The line of 'Apple industry chain', there should be an obvious outbreak expectation today, the pressure is against the trend, it is not easy to press, and we are on this line, there are a lot of chips that have not exited, and this line is also good for us." ”

"It's the lines of 'film and television media', 'Internet application', and 'Internet software'......"

Su Yu groaned, his eyes gradually became sharper and sharper, and he continued: "We can use the chips in our hands that have not yet been released in this field to press the market in the call bidding stage and guide the undetermined position chips in this field to follow the trend and sell." ”

"Of course ......"

Su Yu paused, and said: "We don't have many chips in the 'film and television media', 'Internet application', 'Internet software' these lines, the so-called good steel will be used on the blade, if we want to guide the market investment sentiment and speculation to further the direction of the main board, to the 'infrastructure', 'military industry', 'Internet finance' these main areas of our heavy position convergence, then we also need to use these chips at the critical moment to press the guidance." ”

"Therefore, at this moment, we use call auction to sell these lines on the disk."

"It can only be a false pending order."

"Of course, you can't be completely empty, before the arrival of 9:20, just hang ten to withdraw nine, hang ten to withdraw eight."

"In short, our purpose is to use the minimum selling funds as a price to maximize the differentiation trend of the lines of 'film and television media', 'Internet application' and 'Internet software', so as to make the market active capital groups and speculation, and return to the early main lines of 'big infrastructure'."

"Understood!" With Su Yu's instructions, without waiting for Li Meng to give instructions in person, the leaders of the other trading groups in the trading room quickly responded and quickly executed the relevant instructions.

"At the same time ......as pressing the plate," Li Meng pondered for a moment and said, "In the direction of the main board, don't you arrange the main lines of 'big infrastructure' in the early stage?" In fact, looking at the overall market set bidding situation, investment sentiment and capital following sentiment is still very strong, everyone for the Shanghai Index also has a rush to 2300 points, and continue to open up space expectations, we can use this Shanghai index to break through the expectation, and then stimulate the stimulation of the 'big infrastructure' line. ”

Su Yu thought about it under Li Meng's reminder, but still shook his head lightly, and said: "The line of 'big infrastructure', the market capitalization, and the number of industry sectors and concept plates are too much...... It's a little too early. ”

"But ......"

Su Yu smiled and emphasized: "Although the line of 'large infrastructure' still needs to be adjusted and consolidated to further accumulate expectations and upward momentum, it is still necessary to maintain a certain money-making effect and emotional activity of this line, and the attention of market investors." ”

"What do you mean......" Li Meng guessed.

Su Yu quickly interrupted Li Meng's words and said: "There is no way to accumulate emotions and attention, than to hype the main line of concept leaders, to meet the needs of the majority of retail investors and tour capital groups, for these concept leaders to follow the trend faster and better, such as 'Beijiang Jiaotong Construction, Tianshan Cement, Shanghai Construction Engineering, Pudong Construction, Hongdu Airlines, Jinzheng Shares, Yinjie Technology, Flush ...... these small and medium-cap concept stocks, we still need to invest funds to maintain the speculation expectations of these stocks, Maintain the trading activity of these stocks. ”