"I feel that the main capital groups that are active in the market, as well as the capital groups that follow the trend, have signs of turning back to the main board." Hearing Su Yu's voice, Li Meng responded beside him, "The two conceptual sectors of 'Internet finance' and 'e-commerce' are also quite strong, and today's market development should be within our expectations." ”

"LeTV's check, such a radical trend, it seems that some of the main funds in the direction of the small and medium-sized board and the gem 'concept growth stocks' are really iron-hearted." Zhao Lijun also said at this time, "Radically increase positions, always maintain the popularity and money-making effect in the main direction of the 'concept growth stocks', so that the market trend has always focused on the development of the 'concept growth stocks' line, the other party will not achieve the goal, and will not give up!" ”

Zhang Guobing pondered for a moment and said: "How do I feel that many major institutions have begun to group together in the 'Apple concept', 'film and television entertainment', and 'domestic software' sectors. ”

"Well, I feel that way too." Liu Yuan agrees very much.

"Not unusual." Su Yu said, "The operation style between institutions originally likes to attack in groups, but as long as the market expectations have not completely changed to the direction of these institutions, then don't worry too much, just continue to follow our operation plan." ”

"Master, the trend of the check of 'Huaguo Railway Construction' seems to be a little abnormal today." Liu Yuan looked at the disk, and suddenly noticed that the check of 'Huaguo Railway Construction' continued to rise in volume, and the main buying funds on the disk continued to expand, and couldn't help but report, "It feels like there is a large amount of main funds that continue to increase positions." ”

Hearing Liu Yuan's words, Su Yu also set his eyes on the check, and after observing for a while, he also found the abnormal trend of the check, smiled, and said: "It seems that the expected logic and investment direction signals we released to the market have played a certain role. ”

"Good!" Liu Yuan answered.

"Boss, since the market is shifting to the direction of the main board, and under the stimulation of the two major concept plates of 'Internet finance' and 'e-commerce', as well as the adjustment of several major sectors in the main line of 'concept growth stocks' of 'Apple concept', 'film and television entertainment' and 'domestic software', when a large number of active market liquidity has been released for a short time, why don't we take the opportunity to further stimulate the core weight of the main board and further seize the liquidity of active funds in the market?" Wang Can pondered for a while while everyone was talking, and then responded, "According to the current market trend, this time should be a good time to dominate the market switch!" ”

Su Yu stared at the Shanghai Index, which is still hovering around 2295 points, and in the direction of the main board, such as 'large infrastructure', 'traditional finance', 'supermarket retail' and other disk trends have obviously picked up, but the disk has not increased the volume of the major mainline related sectors, and their corresponding stock trends, and said: "'Apple concept', 'film and television entertainment', 'domestic software', etc. Although after a round of rise, the divergence of the disk has increased, and the upward expectation has weakened, but under the effect of the main force of a number of institutions, it has not completely lost its upward momentum and entered the adjustment stage. ”

"And the relevant main line areas that we lead ......"

"At this moment, although the active capital group of the market has returned, the main capital trends, are also slowly flowing in again, but there is no natural volume trend on the disk, the market is brewing in this related sentiment, and it has not reached the node of the outbreak, and at the same time, in view of such as LETV, Huayi Brothers, Netspeed Technology, Crystal Optoelectronics...... These stocks are still pulling upward to gather popularity and the attention of market investors, causing many investors in the market to hesitate and disagree about the judgment of the next market direction. ”

"In this way, when emotions and energy are not supported."

"If we forcibly pull the market at this time and further stimulate the main line of the main line of the main board direction, it will waste funds and the emotional expectations that are gradually brewing."

"The so-called one blow, then decline, three and exhaustion."

"At this stage, we don't have enough liquidity."

"This also means that we only have one chance in the strategic action of guiding the market and strongly stimulating the market, and under such conditions, we can only look for the best time to shoot, now...... The timing wasn't particularly ripe. ”

"Wait patiently." Su Yu paused and emphasized, "The opportunity we are waiting for will come." ”

Under Su Yu's patient explanation, Wang Can was still a little worried, and continued to say to Su Yu: "Boss, what if the other party is so arrogant and blindly uses funds to attack, and forcibly pulls up the market in the main line areas of 'Apple Concept', 'Film and Television Entertainment', and 'Domestic Software', so that the internal chip structure of this line has completed the transformation in the continuous high-level and high-turnover shocks, and completely gathered market sentiment and expectations?" Then we will miss the opportunity to guide gently step by step! ”

"It's not so easy to clean up the chips with continuous strong shocks and high turnover, quickly rebuild the chip platform, and gather market sentiment and expectations." Before Su Yu could speak, Li Meng responded, "The main line plates of the core 'concept growth stocks' dominated by these main institutions, such as 'Apple Concept', 'Film and Television Entertainment', and 'Domestic Software', although the overall market value of the sector is not as large as the volume of the core concept plates in the direction of the main board, it is still very terrifying to force the market to maintain the market regardless of the overall market and emotional development. ”

"In the financial trading market, no one can go against the trend."

"Not to mention these short-term group groups, let's just say that the 'national team' that holds a large number of positions in the field of 'big finance' cannot continue to maintain the strong market in the field of 'big finance' without strong expectations for the whole 'big finance'."

"In the same way, these groups are optimistic about the development of the main line of 'concept growth stocks'."

"I want to use the situation you said, in the case of increasing divergence on the market and weakening of upward expectations, it is simply unrealistic to use financial advantages to forcibly maintain the money-making effect of the pallet, gather popularity, and want to adjust the chip structure with high turnover and deepen the short-term market development in this field."

"And, there's a little more ......"

Speaking of this, Li Meng's eyes became brighter and brighter, and he said with a smile: "Compared with the main line areas we lead, in terms of the popular 'concept growth stocks' fields such as 'Apple concept', 'film and television entertainment', and 'domestic software', in fact, the proportion of corresponding institutional holdings is larger. ”

"That is to say, in the overall market development process in the past two years."

"Due to the changes in expectations in various industries, many smart institutions have shifted their position weights to these 'concept growth stocks' field, and it is because of this that the valuation of many core concept growth stocks can be maintained so high compared to the overall market level."

"However, within a stock, or a core main line area, there are many major institutions holding positions."

"In the case that the investment expectations have been fully realized, the valuation level is significantly higher than the market average, and the stock price has skyrocketed in the short term."

"At the same time, in other directions of the market, it is also clear that some investment opportunities are in the form."

"Then, the main position institutions lurking in this stock, or the main line and main line field, as well as other profit-taking investors, will have a very strong desire to take profit and adjust positions."

"In other words, compared with the two, I personally believe that the chip structure of a number of popular stocks on the main line of 'concept growth stocks' in the Shenzhen Stock Exchange is far less clean than that of a number of popular stocks in the main board weight field."

"And when the chip structure is chaotic, it is ...... in the development of the market"

"Once there is a divergence between expectations and emotions, there will be a 'discord' and a matter of pulling each other's hind legs, that is, once the divergence expands, the upward pressure on the stock price will only increase, until the final undertaking of the funds can not hold up, the stock price will turn downward and adjust, re-consolidate at a low level, and form a new consensus expectation."

"So, ah......"

Li Meng smiled and said quite confidently: "I think the lines of 'Apple Concept', 'Film and Television Entertainment', and 'Domestic Software', the more forcibly pulled up at this moment, the closer it is to drastic adjustment, the same ...... It is also getting closer and closer to the time we are waiting for. ”

"Not bad!" Su Yu saw that Li Meng analyzed the market trend very thoroughly, and said with a smile, "So let's not worry for the time being, according to the trading plan, continue to use a small part of the funds to stimulate the two branch main lines of 'Internet finance' and 'e-commerce'." ”

"We only need to use these two branch main lines to differentiate the long-term sentiment and upward investment expectations of the more core 'concept growth stocks' main line sectors such as 'film and television entertainment', 'Apple concept', and 'domestic software', and induce the profit funds gathered in these sectors or the floating chips on the disk to sell out, and increase the pressure on the disk in these sectors."

"In the stock game market, the investor groups that remain in the market are basically relatively mature investor groups."

"For these investor groups, as long as we give a certain signal in the process of baiting, and we don't need to do more, they will follow the trend and flock to the areas where the market has the strongest expectation of making money."

"...... at the same time"

Su Yu paused for a moment, thought for a while, and then continued: "If my expectations are correct, the 'national team', which has been silent in the market for a period of time, should also take action when the Shanghai index effectively breaks through 2300 points and continues to be blocked." ”

"In other words, in theory, we should also have a handicap assist helper with extremely strong financial strength."

"National team?" When Liu Yuan heard Su Yu's words, she was a little dazed, and couldn't help asking, "Master, why do you judge that the main funds of the 'national team' that are silent in the field will stimulate the market and assist us to a certain extent?" ”

Su Yu smiled and responded: "Very simply, at this point in time, the regulator urgently needs the market to get out of a powerful wave of continuous market to open up liquidity and support the implementation of subsequent market policies. ”

"Got it!" Liu Yuan heard Su Yu's explanation, and instantly understood.

"No wonder Boss, you dare to let us have such a heavy position in the field of 'big infrastructure'." Wang Can also understood at this time, "Emotional boss, you are sure that the 'national team' will enter the sedan chair for us!" ”

Su Yu smiled and said: "It's just that according to the development of the market and the logic of the main line of expectations, there is a high probability that there will be such a result, of course, the specific market trend, how it is, can only be verified step by step according to the next market development." ”

Zhao Lijun, Zhang Guobing, Zhu Tianyang...... and several core traders in the trading room.

After hearing Su Yu's final logical inference, his heart was also extremely shocked, and he admired Su Yu very much.

They thought of all the previous expectations, and they all thought that the investment logic and expected space in the direction of the main board's 'big infrastructure' were significantly greater than the direction of the 'concept growth stocks' in Shenzhen, but they were only limited to the analysis of the industry, market, market sentiment and other directions from beginning to end, and no one thought to move their eyes and horizons to the regulatory level, and even the country's macro policy expected deployment of the financial trading market to consider.

This kind of high-level investment vision and investment vision made them shocked and moved, and they all felt that they had a kind of enlightenment in investment ideas.

Indeed, the vast majority of people in the market pay too much attention to disk analysis and sentiment analysis.

However, very few people can take a long-term view and look far away to the expectations of the regulators, and even consider the national macro policy demands, and truly understand and appreciate the phrase 'A-share is still a policy market in the final analysis'.

In the trading room, everyone was surprised and shocked.

Su Yu smiled and once again put his gaze back on the trading interface of the two cities.

I saw the entire market, in the short exchange and analysis of the discussion, the trading time has been set to 10:05 in the morning.

At this moment, the Shanghai Composite Index has risen to near 2297 points, once again one step away from the 2300 point mark.

"Internet finance" and "e-commerce" are also continuing to go hand in hand, and the concept plate index has broken through to around 2.5%, among which "Hengsheng Electronics, Yinjie Technology, Sanjiang Shopping, Xinhuadu, Business Treasure, Pegasus International" six concept stocks have been blocked.

As for the "Apple concept", "film and television entertainment", "domestic software" and other strong concept plates yesterday, as well as the "big infrastructure", "big finance", "big consumption" and other main line sectors that have slightly recovered, they have also shown a trend of turning red at the moment.

However, although the Shanghai Index, the Shenzhen Index, the ChiNext Index, and the Small and Medium-sized Board Index are several important market indices.

They have all gone to the form of opening low and going up and turning red again.

However, the specific market strength and weakness of each index, and even the direction of the flow of active capital groups in the entire market, the core main line areas focused on by the majority of investor groups, and the comparison of the main buying and selling orders, the performance of various indexes, industries, concept plates, and their core concept stocks are still very different, and there are obvious differences.

(End of chapter)