"I also feel that this line, the heat will definitely not be low today."

"In the direction of the main board's 'big infrastructure', it is obviously still a little hot, and the other 'Apple concept', 'mobile Internet', 'film and television media', the main line of these major growth stocks, after focusing on the volume, continues to rebound sharply, and it is also quite difficult, so ...... As long as there is a new hard logic speculation hot spot in the market, it will inevitably attract active funds from all parties in the market to follow the trend and switch between high and low markets. ”

"Which stock has the most potential in the 'e-commerce' line?"

"Since the logic behind it is the concept of 'Ahri Baba', it is best to have the strongest correlation with Ahri Baba's business, or because of the listing of Ahri Baba, the related stocks with direct income have the most hype potential and stock price explosion potential."

"According to this logic, there are really not a few in those two cities."

"But there are a lot of 'e-commerce' concepts, and if you count it seriously, there are still a lot of tickets that can be fried."

"Business Treasure, Edifier, Huabao New Energy, Sanjiang Shopping, Xinhuadu, Pegasus International, Commodity City, Jinling Xinbai...... This large number of tickets, the concept of "e-commerce" is not bad, and it is also a pure "e-commerce" concept stocks, coupled with the "Hengsheng Electronics, Jinzheng Shares, Yinjie Technology, Huake Jincai, Sunline Technology...... this large number of stocks driven, on the whole, there is still a lot to do. ”

", the increase in Sanjiang shopping collective bidding continues to advance, up more than 5 points?"

"This check plate is not big, and the K-line pattern is good, and it suddenly caught the hype, and it is indeed easy to break out in the market."

"The main reason is that this has risen by 5 points, and the pressure on the disk has not expanded much."

"This stock has been adjusting for too long, and there should be no free chips in the current chip structure, right? As long as you don't touch the core hedge chip area where a large number of hedged disks are gathered, you don't feel much upward pressure, and you can easily pull up. ”

"Xinhuadu, Pegasus International, Edifier, Jinling Xinbai...... It's all moving! ”

"The line of 'e-commerce', the signs of the main capital following the trend, are really becoming more and more obvious."

"It's better to act than to move, the concept of stocks in this line is too linkage with a large number of stocks in 'Internet finance', and it can be followed."

"Haha...... Follow up the operation, buy the big order! ”

"'Sanjiang Shopping' I'm here, I hope that the main capital of the main attack will not be pulled too fast, and the soup will be drunk!"

"Oh my God! This line has started so fast that it has squeezed out the 'Apple Concept' sector and occupied the top two positions in the concept sector of the two cities. ”

"'Hengsheng Electronics' is still bidding upwards, this check won't be paid back today, right?"

"Strong! Why didn't you notice this line yesterday? Ay...... I want to cut LeTV's position in pursuit. ”

"I have to say that the rotation of hot spots in the market is really fast, looking at this situation, the three lines of 'Apple concept', 'film and television media', and 'Internet software', I am afraid it is difficult to make a relatively big difference today."

"Look atthe" LETV "call auction trend,Don't expect these three lines to do anything,It's good to maintain the strong shock pattern in the opening call auction,Anyway, these three lines can't be chased today。

"Large-scale stagnation, whoever chases is stupid."

With the rapid refresh of the news in the main tour capital group, as well as the rapid change of people's opinions......

The market trading time has arrived at 9:23, only to see that after earth-shaking changes in the two cities of the collective bidding situation, the two major industry sectors of 'electronic information' and 'retail' have been ranked in the top two positions of the two cities' industry sector gainers, and in the initial stage of the call auction, the strong performance of the 'Internet software', 'Internet application', 'film and television media' industry sectors have retreated to the latter position of the two cities' gainers.

Similarly, the concept sector of the two cities is on the list of gainers.

The two concept plates of 'Internet finance' and 'e-commerce' go hand in hand, becoming the only two contrarian and strong concept plates in the entire market, and the rest of the concept plates such as 'domestic software', 'film and television entertainment', and 'Apple concept', both the emotional heat and the participation of the main funds in the market, are gradually decreasing.

Among the various industry sectors and concept plates, the trend of the corresponding popular core stocks also follows the changes of the industry sector and concept plate index, and the differentiation trend is more obvious.

"Mr. Su, let's pull the line of 'e-commerce', it really has a more obvious effect!" At the same moment, within Yuhang, Yuhang Investment Company, in the main fund trading room, Wang Can stared at the changes in the two markets, smiled, and put a fund into the 'Xinhuadu' disk in the form of a main buy pending order in the trading account under his control, and said, "Obviously, a lot of active funds in the field have been attracted by the line of 'e-commerce' that we pulled, and the corresponding ...... The pre-market sentiment was hot, and the once sharply opened "domestic software", "Apple concept", "film and television entertainment" several major concept sector indices and their related hot concept stocks were all down. ”

Su Yu listened to Wang Can's report, a pair of eyes were shining on the trading disk of the two cities, and responded: "Continue to invest funds to induce" e-commerce "This line must not be relaxed, and it is necessary to attract the "domestic software", "Apple concept", "film and television entertainment" in the field of these major concept plates, the position is not firm, and there is a desire to take profit, as well as the entire market, for the short-term active capital groups that have hesitated to follow these lines, to attract ' E-commerce' line, and use this line as a breakthrough to deepen the differentiation trend of 'domestic software', 'Apple concept', 'film and television entertainment', and finally make some core main funds in the field want to use these lines as a breakthrough to promote the idea of market expectations to change unanimously in this regard, completely failed. ”

Since the line of 'big infrastructure' is not ripe, it cannot be pulled for the time being.

At the same time, the majority of investors in the market are not strong enough in terms of their expectations for the main board of the Shanghai Composite Index.

In terms of strategic direction, he can only start from the two lines of 'Internet finance' and 'e-commerce', and first differentiate the expectations and corresponding hype logic within the main line of small and medium-sized 'concept growth stocks', so that the lines of 'domestic software', 'Apple concept' and 'film and television entertainment' cannot form a consistent expectation, and cannot continue to attract incremental funds in the market and open up market space.

As long as he curbs the direction of some of the core main institutions that snipe at their 'Yuhang system' positions, it will divide the other party's power to drive market sentiment and the majority of follow-up funds to relay speculation.

Then, even if the market rotates in the short term, it has not returned to the main line of 'big infrastructure' in which their funds are heavily positioned.

Even though the Shanghai Composite Index has completely stood firm at 2,300 points, it is still full of resistance.

Then they also grasp the initiative of market changes in disguise, and can gradually lead the main line back to the main line of 'big infrastructure' in the continuous rotation of market conditions.

All in all......

As long as the majority of investors in the market construct a market hot spot rotation rapidly, and the small and medium-cap concept growth stocks do not have the ability to continue to break through the market trend, then the so-called mental hints and investment expectations of "Shanghai is weak and deep strong" will be self-defeating, and with the passage of time, in the Apple concept', 'domestic software', ' Film and television entertainment's and other main funds guide the most rapid small and medium-cap concept growth stocks in the field of market trend differentiation more and more serious, the money-making effect is becoming more and more sluggish, all kinds of funds will naturally move to the direction of more money-making effect and speculation potential.

And at that time, if you pull the main line of 'big infrastructure' and gather emotions and money-making effects, you will not be afraid that there will be no funds to follow, and you will not be afraid that you will not be able to open up the upward space.

"Good!" Wang Can and several other trading team leaders in the trading room responded one after another.

Subsequently, each group quickly continued to rely on the available circulating funds in their hands to stimulate the trend of core concept stocks in the 'e-commerce' sector and attract more active funds in the market to follow the trend.

And under the intentional stimulation of the entire 'Yuhang Department' funds.

At 9:24, the 'e-commerce' sector index rose by more than 1%, among which the stock prices of the three checks of 'Sanjiang Shopping, Xinhuadu, and Business Treasure' have risen steadily, and have exceeded the 5% increase mark.

At the same moment, the index of the concept of 'Internet finance' broke through to 1.2%, of which 'Hengsheng Electronics' opened 6.1% high, Jinzheng shares, Yinjie Technology, Sunline Technology, and Huake Jincai...... and other stocks, which opened between 1.5% and 3.5% higher.

Again, at this moment.

The investor groups in the two cities, which were originally opened sharply higher, paid attention to the top 10 small and medium-cap concept growth stocks, and the volume fell rapidly, among which the sell orders on the LETV market increased by 2000 hands per minute, and the stock price has fallen back to a 2.75% increase.

and 'Huace Film and Television', a leading stock in the field of 'film and television media' that has set three one-word boards.

At this moment, the stock price has been blown up, the stock price is fixed at around the 6.5% increase, and the disk call auction order has skyrocketed to 46,800 lots.

As for a number of stocks such as 'Internet Speed Technology, Huaguo Software, and Inspur Information ......'.

At this moment, it has fallen into a flat opening, or a slightly lower opening trend, and has completely failed to live up to the strong performance at the beginning of the call auction between the two markets at 9:15.

Of course, yesterday's strong performance of the 'Apple concept', 'film and television entertainment', 'domestic software' several major concept sector indexes, and their related core concept stocks have declined, and the active selling of the disk has increased sharply, the main board direction of the 'infrastructure', 'military industry', 'traditional finance', 'non-ferrous cycle', 'medicine' and other core industry sector trends, and the corresponding concept plate trends, are not much better.

Finally, 9:25 a.m. arrived, and the call auction between the two cities ended.

I saw that in addition to the two major concept plates of 'Internet finance' and 'e-commerce', there is no concept plate or industry sector with a high opening range of more than 1% in the entire market.

And compare the pre-market and the two-market call auction situation before 9:20.

At the same time, the investment sentiment and capital enthusiasm reflected by the market trend are completely inconsistent with the previous hot expectations and emotional signs.

According to the final opening of the market......

Nearly 2,000 stocks in the two cities, only more than 800 stocks, to achieve a high red plate open, the rest, either flat open, or slightly lower open, and the expected difference, particularly huge, is the so-called "small and medium-cap concept growth stocks" field that everyone has very high expectations and expectations before the market.

In the field of 'small and medium-cap concept growth stocks' in the two cities, it ranks among the top 20 core concept stocks in the market.

The red plate is open high, less than half.

Among them, in the entire set of auctions, can continue to rise, can still show a strong state, in addition to the 'Hengsheng Electronics, Jinzheng shares, Yinjie Technology' three checks, other stocks can not be done, especially the so-called "film and television media" in the field of "cultural investment holdings", in the last half minute before the end of the call auction in the two cities, the stock price plummeted by more than 5 points, directly opened to the deep water below the 3 points of decline.

Due to the poor performance of individual stocks and the rapid decline in sentiment of the entire market in the call auction stage.

The performance of several major indices in the market was also significantly worse than expected, only to see that the Shanghai index was at 2288.38 points, down 0.32%, and the Shenzhen index and the ChiNext index fell 0.29% and 0.27% respectively.

Faced with such an opening situation......

Before the market, the majority of investors, who were originally very emotional and thought that today's market was promising, sighed in their hearts and were somewhat disappointed.

At this moment, the Shenzhen market, the 'Pingyin Asset Management' trading center, the core main fund trading room.

Chen Shen, the fund manager in charge of fund trading, saw such an opening situation, he also frowned deeply, and some worries obviously surged in his heart, and turned his head to Liu Ziliang, general manager of the company's asset management business, who had returned to the company from the magic capital and personally sat in charge of the transaction, and reported: "Mr. Liu, I feel that the trend of the market is a little bad, and the mood is ebbing badly, and the expectations of market investors are getting stronger and stronger. ”

"And ......"

Chen Shen paused, thought for a while, and carefully worded his words before continuing: "The line of 'e-commerce' started too suddenly, attracting a lot of investors' attention and active funds in the market, I was thinking...... If this line breaks out, I am afraid that it will not be conducive to our continuous market guidance on the main lines of "Apple concept", "film and television media", and "Internet software", and it is not conducive to the implementation of our trading strategy. ”

"This line ......" Hearing Chen Shen's words, Liu Ziliang also frowned slightly, "On the news side, is there any clear benefit?" ”

Chen Shen shook his head and said, "I haven't heard of it yet, but I can't rule it out." ”

"Let's follow our established trading strategy!" Liu Ziliang pondered for a moment and said, "The line of 'e-commerce', without the support of basic logic, cannot go far, and the overall market value of this line is not large, and the market that can be driven is very limited. ”

(End of chapter)