For example, there are two major industry sectors: 'real estate' and 'film and television media'.

At the moment, the growth pattern of the two industry sector indices is almost the same, but the volume and performance are very different.

The circulating market value of the entire 'real estate' sector is almost about 6 times that of the entire 'film and television media' sector, but the intra-day turnover, the 'film and television media' sector is even greater than the 'real estate' sector, which shows that although the 'film and television media' sector has temporarily avoided the risk of diving in the concentrated smashing of the disk under the forced pull of many main funds, the trend of extreme volume stagnation is still very obvious.

After a few days of continuous adjustment, the 'real estate' industry sector has been able to turn around and go up in the case of no obvious signs of amplification at the moment, and the stock price trend of core stocks has picked up, which shows that under the continuous adjustment, the floating chips within the plate have almost been cleaned up, and the upward pressure on the disk has been significantly reduced.

Similarly, the main line sectors of 'concept growth stocks' that performed strongly yesterday such as 'Apple Concept' and 'Domestic Software', and the 'big infrastructure' main line sectors such as 'building decoration' and 'building materials', which are similar to the trend of the disk gains, also have these obvious characteristics.

Of course......

The whole market, on the whole, has the best trend pattern, and the area with the highest enthusiasm for following the trend funds to participate.

It is also the two major concept sectors of 'Internet finance' and 'e-commerce', as well as the two major industry sectors of 'electronic information' and 'retail'.

"Yesterday opened high and went low, today it opened low and went high, the market seems to be weak but strong, or quite resilient!"

At 10:16 a.m., in Shenzhen, inside Xinniu Fund Company, in the main fund trading room, Mu Zhengxing, the head of the trading team, saw that the Shanghai Index had reached the 2,300-point mark, and turned his head to the fund manager Fang Xinsheng and asked: "Mr. Fang, looking at the changes in the market and the trend pattern of the Shanghai Index, the pressure of the Shanghai Index near 2,300 points has been almost cleaned up by the continuous shocks in these days, right?" You said...... Can the Shanghai Composite Index stand firm at 2,300 points today? ”

"What do you think?" Fang Xinsheng smiled and didn't answer directly, but asked rhetorically.

Mu Zhengxing pondered for a moment and responded: "It should be possible, I look at the traditional main line areas of 'big infrastructure', 'big finance', and 'big consumption', and many core weighted stocks, and the performance of active buying volume is significantly stronger than a few days ago, and the strong 'film and television media', 'smartphone industry chain', ' Mobile Internet's lines, today's disk divergence is particularly huge, although at the moment these lines, in the form of performance is still rising, but the disk selling, can be clearly perceived, or more and more heavier, should be to enter the adjustment stage. ”

"And as long as these lines fall into a correction ......"

"These days, the follow-up funds of all walks of life, as well as the vast number of short-term tour capital groups, are bound to retreat in lightning under the recession of the money-making effect, and look for hot spots or main lines of the market that have more money-making effects and rising expectations."

"However, it is obvious that in the current market, there are only two hot spots and market hotspots with such rising expectations and money-making effects, namely 'Internet finance' and 'e-commerce', and after several days of adjustment, they have shrunk significantly and began to re-gather popularity and funds in the main line of 'big infrastructure'."

"However, many concept stocks of the two concept plates of 'Internet finance' and 'e-commerce' are duplicated, and the correlation between the two concept plates is very strong, and the volume of circulation is also very limited.

"That is to say, once the main lines of 'film and television media', 'smart phone industry chain' and 'mobile Internet' enter the adjustment stage, the various active capital groups that have emerged will definitely spill over to other main lines of the market when they are chasing the two major concepts of 'Internet finance' and 'e-commerce'."

"And the overflow of funds...... There is no doubt that it will choose the 'big infrastructure' field that is expected to be very good in all aspects and has been fully adjusted in the short-term market performance. ”

"Then, when the main line of 'big infrastructure' begins to absorb the active capital groups that overflow the market on a large scale."

"When the market of this line is concentrated upward, there is a high probability that it will be able to replicate the market trend of the Shanghai Index rebounding strongly in the past few days after the Dragon Boat Festival."

"In this way, with the help of the main line of 'big infrastructure', the Shanghai Index broke through 2,300 points and stood firm at this time, and there should not be too much pressure."

"Very well analyzed!" Fang Xinsheng nodded and praised with a smile, but still did not express his opinion, but turned his head and looked at Liu Xin, the general manager of the company, on the side, and asked, "What does Mr. Liu think?" Is it time for the Shanghai Composite Index to break out? ”

Liu Xin didn't expect Fang Xinsheng to ask himself, he was stunned, stared at the trading disks of the two cities, pondered for a long time, and then replied: "It's hard to say, although the industry sectors and concept plates in the traditional main line of 'big infrastructure', 'big finance' and 'big consumption' have picked up, but the market attention and expectations are not strong. ”

"At the same time, the "film and television media", "smart phone industry chain", "mobile Internet", which are mainly biased towards the Shenzhen market, small and medium-sized board, gem constituent stocks, although there are obvious differences in the disk at the moment, the amount of active selling funds can be greatly increased, but on the whole, optimistic about the main funds in these major areas, or in the large-scale buying, and several main line areas in the core constituent stocks of the industry sector, the concept of the core stocks, the main capital flow, is still in the net inflow situation."

"This shows that the position of these lines is a big divergence, but it does not mean that there is no expectation and potential at all."

"What if these main funds of large-scale purchases have withstood this wave of market divergence, thoroughly digested these large-scale selling chips, and re-stabilized the chip structure in the market? What about that...... Continue to pull up, and the pressure on the disk of these concept stocks in the main line areas will become lighter again. ”

"Correspondingly, the upside will open up again."

"Moreover, today's 'Internet finance' and 'e-commerce' two major concept plates, the trend pattern is really good, and the buying funds from all walks of life are also very fast, but just like Xiao Mu said, the two concept hot spots themselves have not spread, and the amount of funds carried is limited, so they cannot be hyped as the leading direction of the market."

"In other words, in addition to the maximum amount of funds to follow the trend of these two conceptual plate hot spots, other active medium and short-term speculation funds, under the premise of not being able to follow the trend into the hot spots of these two conceptual plates, whether to choose to pick up and adjust the relatively sufficient 'big infrastructure' main line, or choose to still perform hot, short-term divergence is obvious, but the market attention, popularity, hype heat, and the net inflow of main funds are as hot as ever, and the uncertainty is still quite huge, at least ...... At this moment, the consensus expectation of the market in a certain direction of the main line has not yet been formed. ”

"And this expectation has not been formed, which means that everyone's confidence in the Shanghai Composite Index completely breaking through 2,300 points is not sufficient."

"Market confidence is insufficient, and the Shanghai Index must completely break through the pressure barrier......"

Liu Xin said this, paused, thought for a moment, and then continued: "In addition to the further deepening and development of the two major concepts of 'Internet finance' and 'e-commerce', the hype quickly spread to all the conceptual main areas in the early stage, and the previous 'military industry' line was also brought out, and further enhanced the investment sentiment and investment confidence in the direction of 'big infrastructure'. ”

"Mr. Liu has a clear view of the market trend and the direction of the market!" After Liu Xin's analysis, Fang Xinsheng praised it with a smile, and then continued, "It is true that the market has shown signs of drifting in the direction of the main board, especially the main line of 'large infrastructure', but the market investment expectations and hype expectations stimulated by this sign are far from enough to completely pull the line of 'large infrastructure' to regain momentum and break through." ”

That is to say...... The Shanghai Composite Index still has to be suppressed by 2300 points? Mu Zhengxing frowned and responded, "The index has not been able to effectively break through here, which hurts the confidence and morale of market investors...... It can only get weaker and weaker. ”

Fang Xinsheng bowed slightly and said: "Your concern is reasonable, so I guess that with the development of the market and the passage of time, there is a high probability that the two post-conditions mentioned by Mr. Liu just now will occur, or that there will be a new market transformation node in the market." ”

"Overall......"

Fang Xinsheng thought for a while and continued: "The Shanghai Finger has broken through, although there is still a little bit of emotional expectation and confidence, but the divergence node of the main line of the market has indeed arrived, and the occurrence of the so-called market divergence node is also a good buying opportunity in the trading strategy." ”

"I want to ...... We have been watching for so many days, and at this moment, it is time to take action. ”

"Continue to buy more?" Mu Zhengxing was a little confused, and he didn't quite understand why Fang Xinsheng clearly said that the time for the Shanghai Index to completely break through had not yet come, so why he was in a hurry to increase his position and buy, and said, "Mr. Fang, if you increase your position, let's ...... Which direction should I start? ”

"The field of 'military industry'." Fang Xinsheng's eyes were sharp and firm.

Hearing Fang Xinsheng's words, for a moment, not only Mu Zhengxing was stunned, but Liu Xin was also puzzled for a while, and asked, "How is it the line of 'military industry'?" ”

"Compared with the line of 'large infrastructure', the line of 'military industry' is slightly smaller, and at the same time, various expectations are also the same as the line of 'large infrastructure', and there is also the hype sentiment, as well as the height of hype expectations, the imagination space of 'military industry' is more hazy, and the height of expectations is higher." Fang Xinsheng explained, "There is also the hype logic of the 'military industry' line, which is between the underlying logic of 'performance value' and the hype logic of 'pure story concept'. ”

"Of course, the most important point ......"

"Or after the outbreak of the 'Internet finance' line, if all kinds of funds follow the 'Yuhang system' led by the popular main line path speculation in the early stage, the 'military industry' line is likely to be unavoidable, and at the same time, the good expectations of this line have not been fully realized in the early market speculation."

"In other words, if the two lines of 'Internet finance' and 'e-commerce' can lead the market speculation and market hotspots to the depths, so that the market can be fully diffused, then the line of 'military industry' will inevitably be the two major concepts of 'Internet finance' and 'e-commerce' The two major concepts of hot spots will break out in an all-round way, and under the spillover effect of funds from all walks of life, the next second market outbreak position."

"It is very wise for us to increase our position in this field, occupy advantageous chips in advance, and wait for the wind of the market to blow in this direction."

After speaking, Fang Xinsheng turned his gaze to the two of them again, waiting for their answers.

"Will the market really spread to the direction of 'military industry'?" Mu Zhengxing still had some doubts in his heart, but he didn't ask this, he just looked at Liu Xin seriously, waiting for Liu Xin, the general manager, to really make a decision.

Liu Xin sensed the gaze of the two of them, pondered for a moment, although he did still have a lot of doubts about the logic that Fang Xinsheng said, but in line with the principle of 'employing people without doubt, suspecting people without doubt', and also thinking about the fact that Fang Xinsheng's trading strategy was basically rarely misjudged in the direction before, he finally nodded and said, "Since this is the case...... Then increase the position according to what Manager Fang thinks! ”

Fang Xinsheng was recognized by Liu Xin, his eyes instantly became more firm, and he immediately gave instructions to Mu Zhengxing: "Buy the 'aerospace department' and 'aviation development department' military stocks, take the initiative to undertake, in the case of not radically pulling the plate, we will take as many as there are sell-offs on the disk, at this stage, don't care too much about the cost of increasing the stock price, and get the core high-quality chips, which is the most important." ”

"Good!" As Fang Xinsheng's order was issued, Mu Zhengxing quickly responded.

Subsequently, he instructed a group of traders in the trading room to buy stocks and increase their holdings of individual stock chips in accordance with Fang Xinsheng's trading strategy.

And with their concentrated buying......

Although Fang Xinsheng asked everyone not to take the initiative to pull the market, only passively undertake the selling order with medium and small scattered orders.

However, when the military concept stocks of the 'aerospace department' and the 'aviation development department' have strengthened, and the trading volume of the disk has gradually increased, as a trader of the various funds of the 'Yuhang department' who has a heavy position in this field, and Zhu Tianyang, the leader of the trading team in charge of this field, still instantly discovered the abnormal situation in this direction.

"Mr. Su, in the direction of 'military industry', there seems to be some change in the disk." At 10:28, within Yuhang Investment Company, in the main fund trading room, Zhu Tianyang quickly reported, "Many of our stocks in this field, such as 'aviation development department' and 'aerospace department' military concept stocks, all have funds in secret. ”

As he spoke, he quickly pointed out the check of 'Huahang Optoelectronics' and continued: "Mr. Su, please see, on the real-time trading disk of the 'Huahang Optoelectronics' check, as long as there are more than 1,000 large orders actively placed to sell, they will be eaten in an instant, but the stock price will not change much, and this secretly raised funds will not be placed on the disk, which seems to be deliberately avoiding everyone's attention." ”

With Zhu Tianyang's report, Su Yu carefully observed for a few minutes, and indeed found this kind of sign, and said with a smile: "Interesting, it seems to be ...... The time we are waiting for is getting more and more mature! ”