"Well, I also feel that there is such a share of funds, which is concentrated in the direction of the 'concept growth stocks' in the Shenzhen market." Mu Zhengxing nodded and agreed, "The affiliated institution that appeared on the Dragon and Tiger list yesterday, as well as the last two or three minutes of today's call bidding, LeTV, Netspeed Technology, Huayi Brothers, Inspur Information, Huaguo Software, 2345...... The sudden surge of a large number of main buy orders on the disk of these tickets have obvious tray traces. ”

"Hehe, then this is really a 'fairy fight'?" Liu Xin suddenly smiled and said.

"Really." Fang Xinsheng responded, "However, after the market broke out in the line of 'film and television media', the hype sentiment in the direction of the entire Shenzhen 'concept growth stocks' has been leveraged, and the majority of investors in the market have already had differences on the hot spot of the market. ”

"Shall we ...... Need to change your trading strategy in time? Hearing Fang Xinsheng's words, Mu Zhengxing asked.

Fang Xinsheng thought for a while and responded: "But no, although the overall hot direction of the current market is still biased towards the direction of the Shenzhen 'concept growth stocks', but the specific market hot spot rotation in this direction is quite rapid, and it is not easy to pinch the rhythm, and it is difficult to participate, and at the same time, it is ...... Under such a fast rotation of market hot spots, we don't know when the main line of the market will turn back to the direction of Shanghai's 'big infrastructure'. ”

"So ......"

Fang Xinsheng's eyes were firm, he paused, and continued with a smile: "Let's maintain the current position structure and brake quietly, but it is better." ”

"Good!" Mu Zhengxing nodded and stopped talking.

And with the discussion of several people in the trading room, the market trading time, at this time, has reached 9:30.

I saw that after the market shutdown time, a short five-minute mood brewing, as soon as the market opened, the orders were fiercely clashed, the market volume can expand instantly, and a number of popular stocks in the instantaneous expansion of the huge number of orders, or lightning climbing, or rapid fall.

In just five minutes, the overall situation of the market has changed dramatically.

The Shanghai Composite Index slipped rapidly from 2,307.54 at the opening and fell to around 2,302.

On the main line of 'large infrastructure', within the related industry sectors such as 'building decoration, building materials, real estate, machinery and equipment', the core concept stocks of the medium and large caps were once again suppressed by a large number of selling orders that actively sold chips, resulting in a number of related industry sector indices also declining.

On the main line of 'military industry', the 'aviation development system' stocks and 'aerospace department' stocks in the field have also been suppressed by selling, but the corresponding 'military-civilian integration', 'domestic large aircraft', 'Beidou navigation' and other relatively low-level small-cap concept stocks in the field of conceptual plates have shown a certain strong state, and the lightning has risen.

On the main line of 'Internet finance', thanks to the rapid rise of 'Hengsheng Electronics' and the signs of its fierce large-scale sweep on the disk, stocks similar to its business, such as Sunline Technology, Yinjie Technology, Jinzheng Shares, Huake Jincai...... The waiting votes have been quickly driven, which has also caused the concept of 'Internet finance' to jump directly to the top of the list of conceptual plates in the two cities at the beginning of the session.

As for the main areas of 'film and television media', 'Internet application' and 'Internet software'.

On the main line of "film and television media", along with the collection of bidding, the disagreement on the disk has turned into a consistent LETV and Huayi Brothers have risen strongly, and a number of "film and television" related concept stocks have also risen rapidly, resulting in various industry sectors and concept plates related to this main line field, which is still the fastest main line area for active funds in the market, and its related industry sectors and concept plate indices still occupy the forefront of the two cities.

The two main lines of "Internet application" and "Internet software", in the time trend of the first five minutes of the market, compared with the line of "film and television media", it is relatively weak, and many related concept stocks have huge differences in disk performance, even the core stocks Inspur Information, Huaguo Software, Ren Zixing, 2345, Internet Speed Technology...... Waiting for tickets, its disk has also seen a stagnation of volume.

Of course, in this main line market performance......

Attracted the attention of investors in the whole market, the popularity and popularity are the highest in the field of "apple industry chain", and a number of apple industry chain concept stocks have basically emerged a very strong disk trend, forming a continuous volume of high opening and high trend, among which "Anjie Technology, Changying Precision, Goertek Acoustics, O-film Technology, Lixun Precision" several stocks, have been quickly increased and grabbed by the main funds of all walks of life.

In particular, Changying Precision and Lixun Precision are two stocks.

In just five minutes, the two stocks have absorbed more than 10 million net inflows of main funds, and the stock prices have risen to more than 5%.

At the same time, it is also due to the full explosion of many core stocks in the 'Apple industry chain'.

The market situation instantly spread from the "Apple industry chain", a branch of the hype line, to the entire "smartphone industry chain" direction, resulting in the entire market's "smartphone industry chain" stocks, there are different degrees of main funds to grab the situation and stock price rise.

Moreover, due to the active funds from all walks of life, the inflow into this field has accelerated.

Due to the full spread of the market from the 'Apple industry chain' to the entire 'smartphone industry chain'.

The Shenzhen Index, the ChiNext Index, and the Small and Medium-sized Board Index, which mainly occupy the concept of 'smartphone industry chain', also rose rapidly, once again widening the gap with the Shanghai Index.

"It's still the pattern of 'Shanghai is weak and Shenzhen is strong'!"

At 9:36, seeing that the rise of the Shanghai Index was once again pulled away by the Shenzhen Index, the Growth Enterprise Market Index, and the Small and Medium-sized Board Index, at the same time, the active funds gathered on the main board and large-cap stocks, as well as their main funds, are also continuing to flow out of the main line of 'traditional finance', 'consumption', and 'medicine', as well as the main line of 'big infrastructure' that still has popularity and attention, and the vast number of retail investors gathered in the discussion area of the trading platform, especially the retail investor groups who still firmly hold positions in the main board field of medium and large-cap performance stocks. I couldn't help but sigh one after another.

"Judging from the signs of the trend at the beginning of the session, it is obvious that the hot spots in the market are still dominated by small and medium-sized caps."

"The wind direction is indeed in the small and medium-cap stocks, but the differentiation in the entire small- and medium-cap 'concept growth stocks' field is also quite serious!"

"That's right, yesterday's good performance of the 'Internet software', 'Internet application' two major concept of the main line, today is a bit of a problem, which shows that although the market hot spot in the small and medium-cap stocks, but the main capital and the direction of the attack, obviously not unified, these so-called" concept growth stocks "field of popular main line, the continuation of the market is indeed doubtful."

"The entire field of small and medium-cap stocks seems to be hot, but in fact, except for the line of 'film and television media', the others have not shown any market sustainability."

"Doesn't it feel like the hot spots are rotating too fast?"

"Indeed, yesterday was 'Internet software' and 'Internet application', today is 'Apple industry chain' and 'Internet finance', I don't know what tomorrow will be, and I don't know if it will be buried tomorrow after inheriting the stocks related to the 'Apple industry chain' today?"

】

"Hey, it seems to be hot, but in fact, there are still many crises on the plate!"

"This is for sure, I feel that the market continuity of the entire small and medium-sized board 'concept growth stocks' is not as strong as the market performance in the early stage of 'big infrastructure'!"

"I can't say that, the line of 'film and television media' is still relatively firepower."

"The line of 'film and television media' is difficult to stick to to the end today, right? If you look at the leading stocks in this line, Huace Film and Television, Ciwen Media, and Cultural Investment Holdings, which are the only three-board stocks in the entire market, they all feel signs of instability, I am thinking...... If the Shanghai Composite Index falls by 2,300 points in the intraday, the market speculation will go down, and these checks will have to be smashed! ”

"Shouldn't it, the Shanghai Composite Index is still standing at 2,300 points today?"

"Huh...... It's hard to say! ”

"Hey, I always feel that it is unstable in either direction, so it is better to chase the position cautiously."

"The direction of 'big infrastructure', for the time being, the adjustment is obviously not over, but the 'Northern Xinjiang Jiaotong Construction, Shanghai Construction Engineering, Pudong Construction, Tianshan Cement' these 'big infrastructure' field of popular concept leading stocks, today's trend is good, a little bit of the mood has been driven; What logic? I feel that this line has a little bit of participation value, as for 'film and television media'...... I don't dare to chase it anymore anyway, the 'Apple industry chain' is heavily trapped, and the continuation of the rebound may be doubtful, so I thought about it carefully...... The direction of being able to do large orders with confidence is really not obvious at present. ”

"Not to mention, the check of 'Northern Xinjiang Jiaotong Construction' is really tenacious!"

"Yesterday's check limit was not sealed, which already shows that this check is an extreme reshuffle, and I am still very optimistic about this check today."

"Now the price of this check is about 6 points, and the turnover is not low, does anyone dare to chase it?"

"With the blessing of Mr. Su's 'Fortune Road', what is there to dare?"

"At the time of opening, it is the best time to intervene, and now chasing this position is actually a bit risky."

"When the 'Northern Xinjiang Jiaotong Construction' daily limit is sealed, it is the buying point, and now it is ...... It's too early, look at 10 o'clock to seal the board, if the board is sealed, the check will be able to continue to open up the space in the follow-up market transactions, and it is very likely to go into the trend of last year's "Shanghai Ganglian". ”

"Walking out of the trend of 'Shanghai Ganglian', that's really scary!"

"Indeed, compared with the trend of last year's 'Shanghai Ganglian', there is still several times the room for improvement?"

"It's not impossible, after all, in the past year, Mr. Su's 'Fortune Road' has created how many bull stocks and demon stocks, and now the check of 'Northern Xinjiang Jiaotong Construction' is the core leader of the main line of the entire 'big infrastructure' This view and expectation should be no longer in doubt, right?"

"Hey...... It is hoped that the 'Northern Xinjiang Jiaotong Construction' can be sealed today. ”

"If the check of 'Northern Xinjiang Communications Construction' is sealed today, does it mean that the line of 'big infrastructure' is definitely not dead at present, and there must be room for follow-up speculation?"

"It can't be said absolutely, but if the check of 'Northern Xinjiang Communications Construction' is sealed today, it will definitely show the hype heat and hype height of the 'big infrastructure' line, as well as the continuity of the market, and even the tolerance and fault tolerance of the main funds, etc., which are obviously better than the main line and stocks in the direction of small and medium-sized 'concept growth stocks'."

"But as long as there is an expectation, there will be a market, right?"

"Looking at the trend of 'big infrastructure' concept stocks such as 'Northern Xinjiang Communications Construction, Shanghai Construction Engineering, Pudong Construction, and Tianshan Cement', I have decided...... Continue to stick to the field of 'big infrastructure' and continue to stick to 'Huaguo China Metallurgical', I don't believe it, in the current market, the direction of 'concept growth stocks', there is no continuous money-making effect, can be continued to be hyped by the main funds of various departments? ”

"Haha, it makes sense, keep sticking to it, I believe in Mr. Su!"

Amid the heated discussions among many retail investors, the market trading time is still moving forward rapidly.

At this time, as a group of investors from all walks of life in the market, as well as the main capital groups of all parties, the 'Yuhang system' investment fund is the most concerned.

Fund manager Su Yu stared at the changes in the market for about 10 minutes, and saw that LeTV, Huayi Brothers, and Netspeed Technology, the three core stocks, after a large number of active buying orders were consumed, there were more concentrated differences on the disk, and there were obvious signs of stagflation in volume, and at the same time, ...... the main branch of the 'Apple industry chain', it was also rapidly rising, and the siphon effect of active funds in the market began to weaken, knowing that the opportunity to induce disk funds and return to the main board of the Shanghai Stock Exchange appeared again.

So, his eyes changed, and he hurriedly glanced back at Li Meng on the side, and ordered: "Let the traders focus on stimulating a wave of core stocks in the three main areas of 'big infrastructure', 'military industry', and 'Internet and finance' to try it, and at the same time ...... the check of 'Northern Xinjiang Communications Construction', it's time to seal the board." ”

"Oh, and ......"

When Su Yu said this, his eyes turned back to the trading board of the two cities, and fell on the stock of 'Hengsheng Electronics', which was obviously a little unexpected by him today, and continued: "The check of 'Hengsheng Electronics', although we can't see for the time being where the funds involved in this stock are, but the current driving effect of this check on the entire 'Internet finance' should not be underestimated, and it has become The core of the emotional hype in the field of Internet finance, we still need to assist when we focus on stimulating these main lines! ”