"Good!" Chen Shen said, "However, according to the divergent trend pattern of the 'Apple concept', 'Internet software', and 'film and television media' shown by the main lines of the market at this moment, we are afraid that it is difficult to hold the disk and maintain a strong shock pattern by virtue of being in this position alone!" ”

Speaking of this, Chen Shen paused, pondered carefully for a moment, and said: "Mr. Liu, Mr. Gao of E Fund, Mr. Shan of Huarui Public Fund, Mr. Ning of the Investment Strategy Department of CEFC Securities, and Mr. Gu of the Proprietary Investment Department of Huaxin Securities...... Can they help us out? ”

"After all, the gains and losses of the market development of the main line of 'concept growth stocks' in the Shenzhen Stock Exchange are still related to the common interests of everyone."

"The hard work of baiting, pulling, and protecting the disk can't be done by our 'Pingyin Asset Management Department', right? And...... There are several core concept stocks, and if we continue to increase our positions and buy, it will easily touch the holding line. ”

Hearing the complaint in Chen Shen's words, Liu Ziliang pondered for a moment and responded: "Okay, you make a trading plan first, and I'll call." ”

After speaking, Liu Ziliang turned around, took out his mobile phone, and dialed the phones of several other agency allies.

With his contact, at this moment, Yanjing, general manager of the proprietary investment strategy department of Huashang Securities, Liao Guanghua, is staring at the opening of the two markets, and is also issuing a new trading strategy to its proprietary funds and their related trading groups, preparing to continue to increase the chips in the direction of 'big infrastructure' after the market officially opens.

The same, at the same time.

In the face of the same market opening situation, Yanjing Anlan Fund Company, Modu Xin'an Financial Co., Ltd., Shenzhen Xinniu Fund Co., Ltd., Modu Zexi Investment Co., Ltd., Yuhang Anzhao Fund Co., Ltd., Yuhang Jingda Investment Co., Ltd., Yuhang Minghui Capital Co., Ltd., ...... and other major institutional groups in the market are also adjusting their trading strategies in a timely manner.

At the moment, the market is a large group of retail investors......

Everyone stared at the short-lived opening situation of Liang Si, especially at the 'e-commerce' concept plate that emerged in the call auction, and their minds were both puzzled and excited.

"Can anyone tell me what's going on with the concept of 'e-commerce'?"

"It seems to have become stronger all of a sudden!"

"It's not all of a sudden, Jinzheng shares, Sunline Technology, Yinjie Technology, Hengsheng Electronics, and Huake Jincai in the field of this concept plate before...... Or something, it's pretty strong. ”

"Aren't the votes you just mentioned the concept of 'Internet finance'?"

"The concept of 'Internet finance' and the concept of 'e-commerce' are quite related, right?" Many votes in the field of Internet finance are dual concept attributes, and I personally understand that 'e-commerce' is a kind of 'Internet finance'. ”

"There is still a difference, but the two concepts are indeed very related."

"There is not a difference, but there is an essential difference, today's concept of 'e-commerce' in the collective bidding, suddenly sprung up, in fact, the most prominent concept of individual stocks, is not the strong correlation of 'Internet finance', but 'e-commerce' and 'retail'!"

】

"Huh...... It seems to be true! ”

"In the collective auction, individual stocks with strong movements, such as Business Treasure, Edifier, Huabao New Energy, Pegasus International, Jinling Xinbai, Sanjiang Shopping, Xinhuadu, Commodity City...... These stocks are really more conceptual attributes of 'e-commerce' and 'retail'. ”

"The 'retail' industry sector has gone all the way up, reaching the second place in the market industry growth list."

"Even though the actual logic is 'e-commerce' and 'retail', why did these two concepts suddenly explode?"

"I heard that 'Ahri Baba' is going to be listed, it should be caused by this news, right?"

"Is there any clear news? When's the news! ”

"Just now, there are market rumors that 'Ahri Baba' will officially land on the NASDAQ market in the U.S. stock market in August and September at the latest, and ...... According to rumors, 'Ahri Baba' landed on the U.S. stock market, and in the last round of inquiries from institutions, the valuation was raised a lot from the original, reaching at least $200 billion! ”

"$200 billion? Groove ...... Make no mistake, such a high valuation! ”

"I don't know if it's true or fake."

"There is no ground, whether it is true or false, the market's hype expectations in this regard must be there."

"No wonder, no wonder the 'e-commerce' line, at 9:19, suddenly pulled sharply, and became the most powerful concept plate field in the entire collective bidding process of the two cities today."

", the check of 'Hengsheng Electronics' has been trending so hard in the past two days, is it also the concept of 'Ahri Baba'? After all, the actual controller of the equity of this check is really the 'Ahri Baba' group. ”

"I mean, it turns out that this check follows this logic."

"Hey, big money, sure enough, it will always be a prophet, I said how this check, suddenly, it attracted Mr. Su's 'Fortune Road' and Zhang Mengzhu's 'Four Seasons Road' to participate together, so it ......"

"Oh my God! As soon as this related news came out, I felt that today's 'Internet finance' and 'e-commerce' lines are going to explode! ”

"Inevitably, a valuation of $200 billion, what a concept!"

"According to this valuation, if 'Ahri Baba' is successfully listed, Mr. Ma Yun will become the richest man in China, right?"

"Possibly, it feels like an explosive hype opportunity has come!"

"In the entire big A market, is there a pure 'Ahri Baba' concept stock?"

"Except for 'Hengsheng Electronics', it seems that there is no more, right? This check really has the concept of market scarcity and uniqueness, no wonder it will be quickly increased by Mr. Su and Zhang Mengzhu in the morning, and it is no wonder that this check will be so strong in the past two days. ”

"Hey, if there are no beneficiary shares that are directly controlled or shared, it is not good to participate."

"Why is it not easy to participate, under the influence of such a high market valuation of 'Ahri Baba', it will definitely increase the valuation of other similar business stocks in China in disguise, as well as the stock valuation of the entire 'e-commerce' and 'online retail' related companies, staring at the line of 'e-commerce', that's right!"

", indeed, the valuation space of the entire domestic 'e-commerce' and 'online retail' related company stocks has been completely opened, and the expected space has come out!"

"So, the line of 'e-commerce' has a lot to offer?"

"It's definitely promising!"

"Chasing, chasing, the opening must be chasing, the line of 'e-commerce' has just been speculated, as long as you can buy it at the first time at the opening, there is definitely a lot of room for up."

"The line of 'Internet finance', which is closely linked to it, is also good."

"Yes, yes, after the hype logic of 'Hengsheng Electronics' is clear, with the blessing of the double seats of Mr. Su's 'Fortune Road' and Zhang Mengzhu's 'Four Seasons Road', it can definitely continue to go up, and as long as 'Hengsheng Electronics' opens up space, then it can naturally drive other similar main business 'Internet finance' concept stocks."

"Haha...... I feel like profits are already beckoning to me. ”

"The line of 'Internet finance' and 'e-commerce' will definitely be the concept sector with the lowest risk of participating in the market today."

"The main funds of all parties in the field will switch between high and low in these two areas, right?"

"Ironclad, 'film and television media', 'Apple concept', the two major concept plates that performed strongly yesterday, look at today's call auction trend, you know, today's trend will inevitably diverge, can not chase up, there are these two lines related chips, here is the best to reduce the position."

"LeTV doesn't dare to chase anymore anyway."

"Huace Film and Television have exploded, and the line of 'Film and Television Media' has risen for so many days in a row, and most of them are going to be adjusted today, but this line is ...... In the medium and long term, I am still relatively optimistic. ”

"There are a number of hot stocks in the field of 'big infrastructure', and I feel that the trend will also diverge today."

"Huace Film and Television fried the board, stopping at the height of the three boards, which shows the height of market speculation at this stage, and it can only be like this, the trend of a number of strong popular stocks a few days ago should be inevitable, this time...... The most prudent trading strategy is not to chase the hot stocks in the early stage, but to reduce the positions of stocks with obvious differentiation, and to chase the new hot concept stocks that have just risen at the low level, have hot spots and expectations. ”

"Hey, the market hype is highly stagnant on the third board, and it feels like it's still lower than expected!"

"Yes, originally I thought that Huace Film and Television could also go to the height of the five boards, after all, it is the strongest concept leader expected in the two cities, but I didn't expect it...... It's a big disappointment that the whole call auction trend is so weak today! ”

"Maybe this check will change hands and return it today?"

"It's difficult, and the 'film and television media' sector, yesterday there were some signs of forced pulling, and if it is forcibly sealed today, it is estimated that the overall follow-up effect is not large, and I feel that the main funds in the field will not take risks on the disk of this stock, and it is not as easy to pull and hype the popular core concept stocks in the field of 'e-commerce'."

"It depends on the situation...... Today's market also has the risk of adjustment, in this case, the market adjustment, expectations and sentiment are not high, then naturally in the intraday trading, you can not overly chase high and participate in the divergence, high risk, difficult to seal the stocks. ”

"Indeed, the risk of a market correction today is extremely high!"

"If you don't go up, you will go down, the Shanghai Composite Index has been standing at 2300 points, so you can only adjust downwards to find support and re-accumulate the strength to go long."

"To be precise, it's looking for support downwards and cleaning a wave of floating chips, right?"

"Pretty much the same!"

"Today's index is indeed a little less than expected, but fortunately, the overall money-making effect of the market is not bad, as long as the two lines of 'Internet finance' and 'e-commerce' can stabilize today, and can undertake the active follow-up funds when the main line of other markets is adjusted, and play the money-making effect upwards in the intraday, the magnitude of today's index adjustment should not be too large, and it is estimated that it will be adjusted within 1 point of decline."

"Don't doubt it, it's sure to be stable!"

"I am also optimistic that the two lines of 'Internet finance' and 'e-commerce' can undertake the process of 'high and low switching' of market conditions and further continue the money-making effect of the market."

"Judging from the call auction process, the main funds of all parties in the market have been rapidly increasing their positions in these two directions, and the market will definitely not be bad after the opening."

"Looking at the current surging market discussion heat of these two lines, I also know that the market will not be bad after the opening."

"Pursuit, pursuit, must pursue......"

"Hehe, grab the chips after the opening, you have to look at the hand speed at this time."

"Hengsheng Electronics, Sanjiang Shopping, Xinhuadu...... These checks, I feel that I can buy them without brains. ”

"Indeed, the popularity of these checks has soared so fast, especially the check of 'Sanjiang Shopping', I feel that the opening is going straight to the limit!"

The market is extremely fierce in the discussion of the majority of retail investors.

At the same moment, in a private villa in Yuhang, Zhang Jianping stared at the two markets that officially started trading in two minutes, and said with a smile to his companion on the side, that is, Mr. Liu, who was seated in 'Beiyuan Avenue': "This news is spreading really fast, and in just a few minutes, the hype logic line of 'Hengsheng Electronics' and the entire conceptual fields of 'e-commerce' and 'e-commerce retail' has been sorted out." ”

"Hehe...... Mr. Liu laughed and said, "In the stock game market, there are still active investor groups in the market, so there are no rookies and fools, plus someone deliberately spreads news and reveals news, and it is reasonable for the market to react so quickly." ”

Zhang Jianping thought about it, nodded slightly, and responded: "Indeed! ”

"As soon as the relevant news spreads and the market reacts, the two lines of 'Internet finance' and 'e-commerce' should copy the market trend of yesterday's 'Apple concept' and 'film and television entertainment' two major concept plates." Mr. Liu continued, "However, the volume of these two lines is not large, even if it can be attacked strongly and attract a large number of active follow-up funds, it should not be able to support the market." ”

Zhang Jianping smiled and responded softly: "It doesn't matter, as long as these two lines move and attract the convergence of active follow-up funds in the market, then it will be difficult for other concept sectors on the main line of 'concept growth stocks' in the Shenzhen market, such as 'Apple Concept' and 'Film and Television Entertainment', to create a continuous market space." ”

"As long as the majority of investors in the market have broken expectations for the continuous market expansion of the main line of 'concept growth stocks' in the Shenzhen market, they understand that the market is actually rapidly rotating and adjusting, and it is not a major main line area as the core oriented development...... Sooner or later, the market speculation will return to the direction of the main board, especially the main line direction of the 'big infrastructure' in the direction of the main board. ”

"In short, these two 'immortals' in the field now!"

"The competition is about market sentiment and expectations, not a short-term market and room for making money."

When Mr. Liu heard Zhang Jianping's opinion, his heart moved, and he had to sigh: "It seems that ...... The other party has lofty aspirations, hey...... We are still old, and the pattern of investment and trading is not as good as that of today's young people. ”

When Zhang Jianping heard this, he laughed and said: "In the entire market, there are few people who can compare to this capital pattern, let's ...... There's no need to be presumptuous. ”

"Now that you have seen the high probability of changes in the market......," Mr. Liu asked, "how do you plan to operate?" ”

Zhang Jianping's eyes flickered for a moment, and then his eyes gradually sharpened, and he said with a smile: "Lao Liu, let's ...... How about betting on a big one? ”