Similarly, at the moment, the market retail investor groups gather in various online stock discussion forums.

The vast number of retail investors, under the influence of market news, have gradually converged on the fields of 'military industry' and 'steel' sectors.

At the same time, compared with the rapid rise in market discussion in the field of 'military' and 'steel' sectors.

The performance in the morning was not very good, and there was a stagnation in the volume of 'Apple concept', 'film and television entertainment', 'domestic software' and other popular main line sectors related to Shenzhen's 'concept growth stocks', the discussion heat has decreased, and everyone is for 'LETV', a key core stock, bearish investors, have been significantly greater than investors who continue to be bullish.

In the face of the change of market sentiment at noon, as well as the change in the heat of the market's major concept plates and concept main lines.

At around 12:30, in the Shenzhen market, Pingyin Asset Management Department, the main fund trading room, fund manager Chen Shen frowned obviously, and reported to Liu Ziliang, general manager of the asset management business department on the side: "Mr. Liu, the market sentiment reaction seems to be very unfavorable to us, and the market will open in the afternoon...... Are we still following our previous trading strategy? ”

Liu Ziliang pondered for a moment and responded: "The two concept plates of 'Internet finance' and 'e-commerce' are too small to support the overall market of the market, and these two concept plates, in the final analysis, are still going to the line of 'domestic software' and 'mobile Internet', which is still consistent with the direction of the main line led by us, and although the investment sentiment of the entire market has changed, the overall heat is still focused on small and medium-sized concept stocks, and the heat of the main board weight direction is still very low. ”

"As for the good news of the restart of 'nuclear power', as well as some news rumors in the direction of 'military industry'."

"It may be able to stimulate market speculation for a short time, but it will not change much in terms of long-term investment logic for this line."

"We only need to maintain the money-making effect of the small and medium-sized board and the gem 'concept growth stocks' in the main line area, and deepen the investment expectations of all investor groups in the market for this direction area, then it will be difficult for the market to deviate from our expected development, and at the same time ...... In the current industry in many institutional investor groups, the consensus expectation of this direction has been initially formed, and whether it is the industry fundamentals under the strong stimulus, there has been a fundamental change in the field of 'film and television media', or the development of the industry scale, which is still in the extreme outbreak cycle of the 'smart phone industry chain' and 'mobile Internet' field, the strong basic investment logic expectations, and even performance expectations, have not yet been fully realized. ”

"In other words, there is no problem with the investment route we have chosen."

"In that case, why not stick to it?"

"Our investment purpose and expected goal is the medium and long-term, not short-term emotional speculation, so don't just look at the market changes and emotional reactions for a day, or even half a day, it is useless for our trading strategy, as long as the basic investment logic has not changed, as long as the consistent expected direction of the main funds in the market has not changed, as long as the market active capital group is still in this field to undertake large-scale, as long as this field, can continue to deepen, diffuse the money-making effect, then there is nothing to worry about, Just continue to trade according to the plan. ”

"Okay!" Chen Shen held back a lot of words in his heart, but he saw that Liu Ziliang's words were firm and there was no doubt about the trading strategy, so after thinking about it, he continued to hold back some dissenting words back to his heart, responded briefly, and continued to arrange according to the original trading strategy.

At the same time, in the morning with 'Pingyin Asset Management' in the trading, there was a linkage with the 'Ping Yin Asset Management' in the E Fund Trading Center, 'Future Growth Mixed Selection' Fund Product Trading Room, fund manager Gao Yirong observed the changes in market sentiment, and at the same time refreshed the various news on the market news, as well as some of the latest market intelligence information in the company's internal information database, and the originally confident face couldn't help but feel a trace of worry.

"Mr. Gao, the direction of the market seems to be changing!" During Gao Yirong's contemplation, Guan Yi, the head of the fund trading team in the trading room, couldn't help but remind him after a careful review, "If the market is hot in the future, biased towards the direction of 'military industry' and 'steel', it is very likely that this fire will burn to the main line of 'big infrastructure', so as to absorb a large number of active funds that are currently focused on the line of 'concept growth stocks'." ”

"When the time comes......"

Guan Yi paused and continued: "The liquidity of the main line of 'concept growth stocks' that we are increasing our positions in is very likely to be greatly reduced, at least in the market situation of the stock game, the funds that dare to continue to follow the trend at a high level will definitely decrease." ”

"However, at this time."

"'Apple concept', 'film and television entertainment', and 'domestic software', which are more core 'concept growth stocks' in the field of plates, have just reached the position of the market divergence and need to be shocked to adjust and digest the profit plate."

"I'm thinking if we continue in this direction and increase positions massively...... I am afraid that it is very likely to buy at short-term highs. ”

"Although on the whole, the basic investment logic of the two major investment directions of 'smart phone industry chain' and 'mobile Internet' has not changed, based on the present and looking at the future, there are still huge potential expectations to speculate, and there is still huge room for industry growth."

"But let's speculate on stocks, and then under the current internal performance pressure."

"Nor can we just choose the direction and not choose the ......"

"So, Mr. Gao...... At this time, I still suggest that we can wait a little longer, I believe that with the good stimulus, all kinds of short-term active funds will converge in the short-term to the "military" concept plate, leading to the "smart phone industry chain" and "mobile Internet" two main areas of profit chips and other free chips, we are likely to be able to wait for a better low position to open a position, increase the position, and get more cheap high-quality chips. ”

"Do this...... Not good! Hearing Guan Yi's analysis and calculation, Gao Yirong recovered from his contemplation and responded, "I only promised Mr. Liu of 'Pingyin Asset Management' yesterday that he would help him undertake the two main lines of 'smart phone industry chain' and 'mobile Internet', the disk of core stocks, and jointly create the market of the two main lines. ”

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

Gao Yirong thought for a while before continuing: "Xiaoguan, you still look at the plate too one-sidedly, indeed...... According to the strategy you said, wait a minute, waiting for the core concept of "Apple concept", "film and television entertainment", "domestic software" to diverge in the past, we have a high probability of getting more high-quality target stock chips in a lower position, but don't forget, in the current entire market situation, the majority of investor groups for the "smart phone industry chain" and "mobile Internet" two directions of investment logic and investment expectations, has not been completed. ”

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"Moreover, the overall expectation of the 'big infrastructure' field dominated by the 'Yuhang Department' is not bad."

"If we give up the undertaking of the disk at this time, and let a group of active capital groups gathered in the two main areas of the 'smart phone industry chain' and the 'mobile Internet' retreat across the board, and turn to the main line field dominated by the 'Yuhang system', then ...... The overall expectation of the market will really turn. ”

"At that time, the sentiment and expectations of the two main directions of 'smart phone industry chain' and 'mobile Internet' will only get weaker and weaker."

"Don't forget, this is the stock gambling market."

"In the whole market, it is not that the future is expected to be good, that the development of the industry has room for explosion, and that the stock price can rise if the fundamentals of the stock are good."

"In addition to expectations, in the end, there must be continuous incremental capital to promote!"

"However, in the stock game market, the incremental funds that can undertake the continuous upward movement of the market are quite limited, and if the sentiment and money-making effect cannot be maintained, even if it is good and expected, it is difficult to form a concentrated main line market and a continuous speculation market."

"What's more, at this time, we can't further intensify our emotions and let the two main lines adjust."

"Then a huge pressure level will be formed here, and at the same time, the market expectations and emotions that were originally hit will also slide instantly, restricting the development of the subsequent market."

Instead, it goes one step further and forcibly opens up the space. ”

"With the market sentiment still on the two main lines of 'smart phone industry chain' and 'mobile Internet', we can further condense the follow-up effect of active funds in the market to truly curb the collapse of the market."

"Don't forget the big profit because of the small profit!"

"'Internet finance' and 'e-commerce', the two hot concept plates, in general, are still the overall industry scale of the 'smart phone industry chain' and 'mobile Internet', as well as the expectation of future performance explosion, which has no impact on the direction of our main positions."

"But once the market really goes deep in the direction of 'military industry' and 'steel', inducing the line of 'large infrastructure', the market trend is very likely to be completely out of our expectations."

"After all, the ability of the 'Yuhang Department' to guide the market should not be underestimated."

"Moreover, since we have firmly established the layout direction of the two core main lines of 'smart phone industry chain' and 'mobile Internet', and abandoned the line of 'big infrastructure', we can only tie it to the 'Pingyin Asset Management Department' and go to the black."

"After all, at this time, we will adjust our positions to pursue 'military industry' and 'infrastructure'."

"Let's not talk about profits, that's really making wedding clothes for others."

"So...... Mr. Gao's idea is that we should continue to undertake buying and maintain the market of the corresponding core concept stocks on the line of 'growth stocks'? Listening to Gao Yirong's analysis and strategic opinions, Guan Yi asked.

Gao Yirong nodded and said: "It must be so, and the biggest hot sectors in today's market are the two major sectors of 'Internet finance' and 'e-commerce', in essence, these two major sectors are speculating on the two major concepts of 'mobile Internet' and 'domestic software'. Mobile Games'...... It is also completely feasible to let the market speculation sentiment and capital follow the trend, take 'Internet finance' and 'e-commerce' as the fulcrum, and once again spread to the entire field of 'domestic software' and 'mobile Internet', lock the active capital liquidity of the market, and at the same time suppress the market's hype and emotional spread in the direction of 'military industry'. ”

Guan Yi pondered for a long time, and felt that this method seemed to be really feasible, so he couldn't help nodding in response, and stopped talking.

After Gao Yirong redetermined and adjusted his trading strategy, he finally thought about it, and turned around to make a phone call to Liu Ziliang of the 'Pingyin Department' and Mr. Shan of Huarui Public Fund, briefly mentioning his thoughts at the moment.

Of course, he is willing to share his thoughts with these two people, and he also has a certain amount of thought.

Although he is quite confident in his trading strategy, he does not want to bear the unfavorable investment risk in the subsequent unpredictable changes in the market under the temptation.

Second, he hopes that the two of them can stimulate the market from the side, jointly maintain the market, and share investment risks.

Third, he was also worried that with his family's financial volume, he would not be able to support the plate, but buried himself in it, and needed the two of them to play as a striker for him and try the pressure of the temptation.

In short, in his heart, he is still firmly optimistic about the investment direction of 'growth stocks' led by the two core main lines of 'smart phone industry chain' and 'mobile Internet', but for the market to really break through upward, the corresponding core stocks can further open up space, and short-term confidence is insufficient.

Just when he privately contacted his 'teammates in the industry', he was ready to take advantage of his emotions and financial advantages, as well as the active capital follow-up effect played by the two major concept plates of 'Internet finance' and 'e-commerce' in the morning, to further snipe the 'Yuhang Department' funds, and to suppress the emotional fermentation and capital follow-up effect in the direction of 'military industry'.

The lunch break is fleeting, and at 1 p.m., the two markets are once again in the official trading session.

I saw that after one and a half hours of emotional brewing at noon, as well as the positive and negative fermentation of market news, once the market opened, the trading disks of the two cities instantly underwent earth-shaking changes.

At 1:01, the opening was only a minute away, during the lunch break, the "Fushun Special Steel" check that soared in a straight line rose rapidly, and the stock price soared into the sky, and the disk rose in an instant, that is, more than 5%, and at the same time, the aviation development system and China Airlines stocks in the field of "military industry" also rose rapidly.