"Indeed." Li Mengying said, "It's just that I didn't expect that among the major main lines we led, a large number of funds were the first to take the initiative to undertake the market, and it was the 'military industry' line that secretly ate large-scale chips. ”

"It doesn't matter which line the funds agree with." Su Yu smiled and responded, "As long as the market is spreading deeply in the direction we expected, there will be no problem." ”

"Boss, since there has been some change on the line of 'military industry', then we ...... Need a little more stimulation? Wang Can pondered for a moment and said, "Do you want to induce the market in this field, resulting in the diffusion of market hotspots from the two hot spots of 'Internet finance' and 'e-commerce' to the field of 'military industry'?" Didn't you also say before that you want to make the market spread from these two hot spots to the field of 'big infrastructure' and 'military industry', so that the Shanghai Composite Index can really open up space upward, break through and stand firm at 2300 points, and now ...... It should be an opportunity, right? ”

Su Yu responded: "The hype sentiment and capital follow-up effect of the two hot concepts of 'Internet finance' and 'e-commerce' have not yet expanded to the extreme, and the active capital groups of the entire market are still concentrated in these two hot spots under the follow-up effect, and there is no sign of spillover and diffusion." ”

"Wait a little longer......"

Su Yu paused for a while and continued: "Wait for the hype sentiment and follow-up effect of the two hot concept plates of 'Internet finance' and 'e-commerce', and then climb up for a while, forming a substantial tide of price limits. Go deep into the two main areas of 'military industry' and 'large infrastructure', which have relatively large market capitalization, so as to reactivate the market in these two fields. ”

"Mr. Su, there seems to be an obvious change in the steel plate." While Su Yu was talking, Zhao Lijun also hurriedly reported, "Oh, no, to be precise, the constituent stocks of the sub-concept plate of 'Special Steel' have moved. ”

Hearing Zhao Lijun's words, Su Yu turned his gaze to the other party's sector field, and sure enough, he saw that many constituent stocks such as 'Fangda Special Steel, Fushun Special Steel, and Bayi Iron and Steel' all had obvious upward trends, and the main buyers on the disk were lonely, and there were obvious signs of increase.

"In the field of the steel plate, these checks seem to be related to the concept of 'military industry', right?" Without waiting for Su Yu to respond, Zhang Guobing pondered for a moment, and then said, "Mr. Su, look at it like this, there should be some potential news in this direction and field." ”

"Good in the direction of 'military industry'?" Wang Can asked.

Zhang Guobing thought for a while and responded: "It must be related to this direction, but it is not necessarily a direct 'military industry' direction." ”

"Special steel ......," Su Yu pondered, "This can be regarded as the demand side of basic materials for the development of 'military industry'." ”

Thinking of this, Su Yu once again carefully observed the stock price trend of similar stocks on the disk, as well as the strength of the follow-up of buying funds, and confirmed that there were indeed main funds that continued to increase their positions here, and couldn't help but quickly turn around and make a call to Lin Antu of the company's market intelligence department.

"Hey, Mr. Su, is there anything urgent?" Lin Antu responded on the phone.

Su Yu responded briefly, and then said: "Director Lin, inquire about the market news, especially in the direction of 'military industry', if there is any new important news coming out." ”

"Good!" Lin Antu nodded and responded, "At noon at the latest, I will give feedback to Mr. Su." ”

"Yes!" Su Yu responded, and then hung up the phone.

"Mr. Su......" At the moment when Su Yu hung up the phone and his eyes just turned back to the trading disk of the two cities, Zhang Guobing thought about it and continued, "In fact, the change of constituent stocks in the field of 'special steel' is a good intermediate bridge for us to build the linkage between the main line of 'large infrastructure' and the main line of the 'military industry' plate!" ”

Su Yu's eyes lit up instantly after Zhang Guobing's reminder, and he smiled: "Really, through this sub-concept plate, it is indeed possible to connect the two main lines of 'military industry' and 'large infrastructure', but ...... If it is really linked, it will need to further develop the news and expected sentiment in this regard. ”

With the discussion of everyone in the trading room, and the market continues to develop.

The same moment.

Yanjing, an internal company called 'Yihe Capital Company', manages the main fund trading room.

Chen Yihe, the fund manager and general manager of the company, held the phone that had just been hung up in his hand, and the excitement and excitement on his face were beyond words, and he was quickly instructing a group of traders in the trading room to greatly increase their positions in target stocks such as 'Fangda Special Steel, Fushun Special Steel, and Bayi Steel'.

Of course, the changes that the entire 'Yu Hang Department' perceived in this field before were also their handiwork.

"Mr. Chen, these target stocks don't look special!" In the actions of the traders to increase their positions significantly, Gao Xiang, as the leader of the trading team, endured for a long time under the questions in his heart, and finally couldn't help asking, "Is it too radical for us to increase our positions so much?" ”

Chen Yihe smiled and said, "Don't care about the fundamentals of these checks, just keep buying, I will take the risk or something." ”

Hearing Chen Yihe's words, Gao Xiang looked back and knew that there should be some definite benefits.

"On the disk, how many sells, shall we buy as many as possible?" Gao Xiang paused and asked.

Chen Yihe nodded and said: "Yes, buy as many as there are sellings on the board, and after buying short chips at the current price, then continue to play the stock price up and induce more selling, at this time...... As long as there is a sell-off on the board, no matter how much we eat, we should be able to make money. ”

"How big is the benefit?" Gao Xiang pondered for a moment and continued, "If the potential benefit is big enough, I think we can try to pull the board and buy all the chips in one go." ”

Chen Yihe saw that Gao Xiang's appetite was bigger than his own, he was silent for a moment, and responded: "How uncertain the good is, but in this direction, there must be potential good things to be announced soon, let's just play a time difference, in the case of uncertainty about the nature of the good, it is better to attack cautiously, and the action of pulling up the board to attack is too radical and undesirable." ”

"Okay!" Gao Xiang saw the specific market news, which was difficult to clarify, and Chen Yihe still lacked some courage in his trading strategy, nodded, or followed Chen Yihe's opinion, gave up the relatively aggressive position increase strategy, and chose to increase the position step by step.

And with their actions on the 'special steel' side line concept plate.

The market trading time, has been quickly crossed by 11 o'clock in the morning, only to see the market pattern of the two cities, compared with the previous has not changed much, the Shanghai Index is still hovering back at 2300 points shock, "big infrastructure", "big finance", "big consumption" and other weighted main line areas, although the overall market of various industry sectors and concept plates has picked up, but there is still no strong momentum for attack; The Shenzhen Index, the ChiNext Index, and the Small and Medium-sized Board Index are still fluctuating near the flat, among which the main line of the concept of "Apple Concept", "Film and Television Entertainment", and "Domestic Software" has decreased slightly compared with before, but the market divergence is still very large.

Of course, in the case that the overall main line of the market has not changed much.

The market of the two hot sectors of "Internet finance" and "e-commerce" is still changing in depth, not only the two major concept sector indices have broken through to the 3% mark at the moment, but also the related core stocks, there have been a total of 8 stocks, touched the price limit.

In the observation of the 'Yuhang system', there are changes in the fields of 'military industry' and 'steel' plates.

Although the two major sectors have rushed to the forefront of the industry sector and the concept sector of the two cities, compared with the two hot spots of 'Internet finance' and 'e-commerce', the attention of investors and the sentiment of funds following the trend are not high, and the majority of investors in the market have not linked the changes of these two major sectors with the market changes of the two hot spots of 'Internet finance' and 'e-commerce', and sorted out the logical relationship of speculation.

"Boss, the market is trending in this shape, and it feels like it's deadlocked again!"

At 11:05 a.m., inside the magic capital, Zexi Investment Company, in the main fund trading room, Zhou Kan stared at the changes in the two markets and frowned: "The Shanghai Index is 2300 points around but not attacked, and the Shenzhen Market, the Growth Enterprise Market Index, the Small and Medium-sized Board Index and other small and medium-sized stock concept growth stocks have appeared in the direction of large-scale stagflation, and there is a need for adjustment, but it is hard to be at a high level in the intraday, and it is not adjusted whether it is alive or dead. I feel that the market here is likely to enter the stage of sideways adjustment again. ”

"Not really." Xu Shen next to Zhou Kan responded, "Under the soaring two hot spots of 'Internet finance' and 'e-commerce', the market is still slowly opening up space, especially in the direction of the main board. ”

"You pay attention to the line of 'military industry', as well as several conceptual plates in the field of 'large infrastructure'."

"Although the trend of the relevant industry sectors and concept sector indices has not changed much, many core constituent stocks are obviously much more active than before."

"For example, Huaguo Railway Construction, Huaguo Metallurgical, Huahang Optoelectronics, Fangda Special Steel, Valin Iron and Steel, Fushun Special Steel...... These tickets, you can clearly perceive that their disk is getting stronger and stronger, and from the perspective of disk trend and feeling, the logic of following up the main buying funds of these stocks at this moment should be completely different from the previous "concept growth stocks" riot stage, "Tianshan Cement, Beijiang Jiaotong Construction, Shanghai Construction Engineering, Pudong Construction ......" and a number of stocks riot speculation logic. ”

"Moisturizing things silently!"

"The core weight of the main line of the entire main board direction, it seems that the disk has not changed, in fact, the smart funds of all parties are constantly slowly infiltrating and immersing, on the other hand, the mood and discussion are still hot, on the surface, the main capital inflow is still very large, "Apple concept", "film and television entertainment", "domestic software" and many other "concept growth stocks" field plates, there is no such feeling at all."

"Wait patiently......"

Xu Shen said here with a smile: "The market is up, and a new turning point should be coming soon." ”

"Hopefully!" Zhou Kan nodded, and still hoped that the market could change as Xu Shen expected, "If you can't break through and continue to go sideways, the K-line charts in all aspects of the market will go bad again, and the time and space for market adjustment will be longer and longer." ”

While the two were talking, the market continued to move forward.

Finally, when 11:30 arrived, the two cities ushered in the moment of noon closing, Shanghai was designated at 2298.96 points, up 0.26%, the Shenzhen Index rose 0.11%, and the ChiNext Index and the Small and Medium-sized Board Index fell 0.09% and 0.17% respectively, of which the two cities traded a total of 52.936 billion, compared with the previous two days, a slight contraction.

In addition to the index, the concept of hot spots in the two markets, and the performance of their popular stocks.

I saw that the two hot concepts of 'Internet finance' and 'e-commerce' led the two cities in an all-round way, and the half-day plate rose by more than 3.3%, and within the two hot concept plates, a total of 9 stocks touched the position of the daily limit, and 8 stocks closed the daily limit, including 'Hengsheng Electronics, Jinzheng Shares, Yinjie Technology, Sanjiang Shopping, Pegasus International, Xinhuadu, Business Treasure, Commodity City' and other popular stocks, all of which were closed to the daily limit.

As for the popular concept plates of 'film and television entertainment', 'Apple concept' and 'domestic software'.

After the concept plate index was once red, at the close of noon, they fell back to a flat or slight downward trend, of which the "domestic software" concept plate index fell by about 0.65%.

In these popular concept plates, many core popular stocks, such as'LETV, Huayi Brothers, Huace Film and Television, Netspeed Technology, Crystal Optoelectronics, Anjie Technology, Lixun Precision ......' and other stocks, have shown a trend of rising and falling, or stagnation in volume, among which'LETV' continued to explode 500 million in half a day, closed a decline of 0.89%, underperforming the major core indices in the market.

Faced with such a midday closing situation......

The majority of investors in the market are still somewhat disappointed, especially the investors who were once in the field of 'Apple concept', 'film and television entertainment', 'domestic software' and other popular 'concept growth stocks', and they began to scold their mothers at this moment.

Moreover, at a time when everyone is hotly discussing the main line of the field of 'concept growth stocks', they have lost their confidence in chasing positions and continuing to be optimistic.

At 11:38, in the direction of the 'military industry'.

The market news about the resumption of 'nuclear power' began to blow like a gust of wind throughout the market, attracting the attention of many investors.