"Could it be the capital of the 'Yuhang Department' that is attracting the market?" Zhou Hui responded, "As we all know, several main funds under the 'Yuhang Investment Company' have large holdings in the fields of 'infrastructure' and 'military industry', and they also have enough funds to trigger the market and guide the market to break through." ”

Qin Qiuyue stared at the trading disks of the two cities, pondered for a while, and said: "It's not quite like, 'infrastructure' and 'military industry' are moving synchronously, and the amount of energy can break out far better than before, and at the same time, the amount of energy can continue to strength, and the range of individual stocks involved is also more durable and extensive than the previous changes...... It is more like the main capital of the market, which is caused by the joint force. ”

"In particular, the checks of 'Huaguo Metallurgical, Huaguo Railway Construction, and Huahang Optoelectronics' ......"

Qin Qiuyue's eyes were bright, she paused, and continued: "The active buying on the disk can really be described as you competing for me, of course...... What's more obvious is that when 'Huaguo MCC' just sealed the board upward, there were many large orders of 10,000 hands on the disk, which can be clearly seen that the main attack is not the same main force. ”

"No matter which main capital it is today, the main line of 'infrastructure' and 'military industry' leveraged is ......" Zhou Hui smiled, still quite excited in her heart, and said, "In short, it is a good thing for us." ”

Qin Qiuyue nodded and said: "That's right, the market trend has fully shifted to the two lines of 'infrastructure' and 'military industry', then the net value of our fund will be able to usher in a big change, I hope the current fire ...... It can burn a little more vigorously and for a longer time! ”

"Hmm!" Zhou Hui nodded, and said, "After the Shanghai Composite Index jumps past the 2320 point, it is almost certain that it has broken through the pressure barrier of 2300 points, so ...... Many investors who hesitated on and off the market before should enter or increase their positions to make investment opportunities on the right side. ”

In other words......

Zhou Hui paused, smiled, and continued: "As long as the Shanghai Composite Index determines the breakthrough trend, the market expectation in the direction of the main board is getting stronger and stronger. ”

"If there is no direct negative impact on the news side in the middle."

"I think the Shanghai Composite Index can directly look high to the high point of the rebound hit in April and May, and if the Shanghai Index can really be deduced according to this expectation, then as the main core of the market, the two main line areas of 'military industry' and 'infrastructure', the core related sectors, at least about 20% of the market height."

"If the expected height of the sector index is 20%, then the main core stocks should have 30% to 50% market height space."

"Of course, that's the ideal state."

"But anyway, this time, our fund has completely seized the opportunity, and can follow the interpretation of the market and eat a lot of profits from heavy positions, and this ...... It is enough to change the current sluggish net performance of our funds and rebuild the confidence of the investor base in our institutions. ”

Qin Qiuyue smiled happily when she heard Zhou Hui's analysis, and responded: "I hope that the next market can develop according to our ideal expectations!" ”

Her confidence in the market outlook is far less strong than Zhou Hui.

But there is no doubt that this time, they did seize the best opportunity for the market to change, and the heavy position stepped on the changes in the market hotspots, standing on the cusp of market changes, that is to say, no matter how much rebound space the Shanghai Index can really play after completely breaking through 2300 points, at least they have a lot of opportunities and initiative in profit harvesting.

Accompanied by the discussion of the two......

At this moment, the time of the two market trading markets has moved to 10:30.

I saw that after a full hour of continuous bidding transactions, the market has been completely biased from the "growth of science and technology" to the main board "military industry" and "infrastructure" in the direction of the market.

"Sure enough, market investment is really anti-human."

At 10:31, Yuhang, Minghui Capital Company, in the main fund trading room, general manager Xu Zhongji stared at the two markets, and couldn't help but sigh: "I'll just say, when the vast majority of investors in the market think that the main line of 'science and technology growth' has huge investment opportunities, it is precisely this line that has become a real bull trap, and the market ...... It won't make the vast majority of investors profitable! ”

"Hmm!" Standing beside Xu Zhongji, fund manager He Hong admired Xu Zhongji extremely much at the moment, and said with a smile, "Mr. Xu is still powerful, to put it bluntly, the market is still a zero-sum game after all, and real investment opportunities are always born in 'reasonable and unexpected'." ”

Xu Zhongji said with a smile: "It can't be said to be a pure zero-sum game, really speaking, the financial trading market, there is still a 'value theory', but as a group of investors involved in the market, the weakness of human nature is always difficult to overcome, which is also the essential reason why the market is always chasing up and down." ”

"Fortunately, we firmly increased our positions in the two sectors of 'infrastructure' and 'military industry' yesterday." He Hong was very happy at the moment, "Otherwise, I'm afraid I won't be able to keep up with the changes in the market today." ”

"The sun is always after the storm!" Xu Zhongji smiled and continued, "The two main lines of 'military industry' and 'infrastructure', at the 2300 point position of the Shanghai Index, have experienced continuous shocks, coupled with the continuous blood-sucking of the main line of 'scientific and technological growth'...... It's pretty thorough! ”

He Hong nodded and said: "Indeed, in terms of the current market performance, the two lines of 'military industry' and 'infrastructure', the corresponding related concept plates, and the popular stocks, the pressure on the disk is not great, and the upward trend is still very good, which really shows that the internal chip structure of these two lines is quite clean." ”

"Same ......"

He Hong paused, and said: "This can also show that within these two main lines, there are not many profit orders at the moment, quite a lot of space, and there is still a lot of space, right?" ”

"It's nature." Xu Zhongji said with a smile, "The Shanghai Index has completely broken through, the line of 'science and technology growth' has fallen from a high level, and the speculation expectations have been relatively cashed in a lot, and at the same time, the active capital flow of the entire market has fully returned to the main board 'infrastructure' and 'military' fields...... Now the two main lines of 'infrastructure' and 'military industry' are all in place for the conditions for the outbreak of the market, and the upward market space will not be small. ”

"What we need to do now ......"

Xu Zhongji smiled and continued: "That is, continue to increase positions as much as possible, and not be afraid of market shocks, hold on to the high-quality chips that are hard to hold until the arrival of the 'dawn', and let the profits continue to run." ”

"Do you want to continue to increase your position?" He Hong was slightly stunned when he heard Xu Zhongji's last sentence.

Xu Zhongji nodded and said with a smile: "Since the market trend proves that our judgment direction and expected investment direction are correct, why can't we continue to increase our positions?" ”

"But in the direction of 'military industry' and 'infrastructure', the weight of our positions is already very high." He Hong said, "If you continue to increase your position, there will be a risk of concentrated positions and single positions." ”

Xu Zhongji said: "Fund trading, can not be completely conformist, the so-called concentrated positions, single positions, is to concentrate the positions on the same type of stocks, or even the same stock, resulting in the follow-up market, for this business sector, and even this single stock news is significantly negative, or the corresponding 'black swan' event outbreaks, causing irreparable losses to the fund, not referring to the scope of the main line of positions." ”

"Whether it is the line of 'military industry' or 'infrastructure', the range of conceptual plates and industry sectors involved is very wide."

"Although we are making orders around these two lines, the target of the fund's actual holdings and the scope of business sectors are not uniform, which is enough to avoid the risk of extreme 'black swan' events."

"Okay!" He Hong nodded, and asked again, "Mr. Xu thinks which aspect is better to increase his position?" ”

Xu Zhongji stared at the plate, pondered for a moment, and said: "In terms of the 'China Airlines' and 'Hangfa' stocks in the military industry, as well as the 'special steel' stocks in the steel sector, and the comprehensive outbreak of the 'military', 'infrastructure' major industry sectors and conceptual plates, these three points are basically the most obvious surging of the main funds, the hottest buying sentiment, the largest number of active buying orders, and the best elasticity of the disk." ”

"Hmm!" He Hong continued to respond.

Then, he turned around and quickly gave the corresponding trading instructions to other traders in the trading room.

With the issuance of his instructions, accompanied by the sound of the keyboard in the trading room, it is the main single capital of tens of millions, which is rapidly pouring into the 'military' and 'steel' sectors, further stimulating the 'military', 'steel', 'nuclear power', 'special steel' and other related industry sectors and concept plate index gains.

Similarly, at this moment, the magic capital, inside Zexi Investment Company, in the main fund trading room.

After observing the overall market changes, Zhou Kan was shocked in his heart, and he also began to suggest to Xu Shen to continue to increase his stock chips in the fields of 'military industry' and 'infrastructure', and occupy the active position at the fastest speed in the market 'high and low switch' market changes, so as to grab excess profits in the market.

In this way, more and more major institutions in the market follow the trend to increase their positions.

At 11:02 a.m., the Shanghai Composite Index continued to refresh the intraday high, refreshing the height of the point to around 2325 points, and the intraday rise, officially breaking through the 1% mark.

In the upward trend of the Shanghai Composite Index, it continued to break through moderately and without any pullback.

The Shenzhen Index, the ChiNext Index, and the Small and Medium-sized Board Index not only did not keep up with the rise of the Shanghai Index, but continued to fall moderately, and the gap with the rise of the Shanghai Index became wider and wider.

As for the performance of industry sectors, concept sectors and corresponding popular stocks in addition to the index.

I saw that the 'national defense and military industry' industry sector index was unbeatable, continued to break through, and at this moment it has reached an increase of 2.75%, continuing to lead the two cities; After the 'national defense and military industry', 'building decoration', 'building materials', 'real estate', 'steel', 'machinery and equipment', 'public transportation' and other 'large infrastructure' related industry sectors have also occupied the top of the industry sector growth list in the two cities.

In terms of concept plates, the concept plates related to "military industry" such as "military-civilian integration", "Beidou navigation", "domestic large aircraft", "reform and reorganization of state-owned enterprises and central enterprises", etc., are at the forefront of the growth list of the concept plates of the two cities, and the intraday increase is more than 2%, and after these concept plates, the concepts of "nuclear power", "special steel", "Shanghai Free Trade Zone", "cement", "leasing with the same rights", "commercial real estate development" and other "pan-infrastructure" concepts are also relatively eye-catching.

As for the main line direction of 'technological growth'.

Only 'Internet finance' and 'e-commerce' still maintain a relatively high level of popularity, able to keep up with the rise of the Shanghai Index, outperform the market market, other such as 'Apple concept', 'domestic software', 'film and television entertainment', 'mobile games' and other concept plates, are sharply high and fall, the main capital is a comprehensive net outflow, the disk sell-off is endless, the trend of buying gradually weakening, seriously weaker than the market trend, and has become the existence of the entire market. The concept of film and television entertainment has gone deep into the water and has become the leading concept plate of the two cities.

In terms of popular stocks......

The 20 stocks with the highest investor attention in the two cities also showed a clear polarization trend.

Popular stocks in the field of 'military industry' and 'infrastructure', such as 'Fushun Special Steel, Beijiang Jiaotong Construction, Tianshan Cement, Hongdu Airlines, Huaguo Railway Construction, Huahang Optoelectronics', etc., regardless of large, medium and small caps, are all in a situation of soaring volume; LeTV's has fallen by more than 2 points, and Huace Film and Television has directly reached the vicinity of the fall limit.

At 11:15, after the Shanghai Composite Index hit the highest level of 2327.77 points, it finally slowed down, and the sustained energy of the rush began to decay.

At 11:20, after the Shanghai Composite Index gradually fell into a sideways state of shrinkage on the time-sharing performance, it dived from its high point and fell back, and the ChiNext index and the small and medium-sized board index that had fallen to the flat market began to slowly climb and rebound, and at the same time, the line of 'technology growth' also ushered in a short-term rebound trend.

At 11:25, near the close of noon, 'LETV' turned red again from underwater with an indomitable attitude, in a vain attempt to lead the line of 'technological growth', further seize the liquidity of the market, reverse the intraday decline situation, and attract the intervention of bottom-buying funds.

11:26,Driven by the popularity of the'LETV",'Technology growth'The core concept plates within the scope,Such as'film and television entertainment'、'Domestic software'、'Apple concept' have rebounded,It's just different from the pursuit of these concept plates by various funds at the beginning of the session,At this time, the rebound,A number of constituent stocks within the concept plates,Including popular concept stocks,All are shrinking and rebounding trends,Can't release the amount of energy。

At 11:27, the rapidly rising 'LETV' was suppressed by the selling of the disk, and the upward trend was blocked.

At 11:28, in'LETV's half-day explosion volume was 630 million, and when it turned green again, 'Huaguo Construction', a super-large-cap stock, suddenly broke out with an extreme buying volume, and the continuous 10,000-hand main buy orders continued to attack on the disk, and the stock price of this stock was frantically raised.

At 11:29, the check of 'Huaguo Construction' added more than 110 million active buying orders within a minute, and the stock price jumped above the 6% mark, and at the same time, the Shanghai Composite Index continued to rise upwards and returned to around 2327 points.

Finally, when 11:30 arrived, the two markets ushered in the midday close.

Shanghai specified at 2376.33 points, almost at the highest point in the session, and rose 1.03%, holding the 1% increase mark, while the Shenzhen index after half a day of violent shocks, but only got 0.17% of the rise, as for the gem index, the small and medium-sized board index, in the last minute of noon trading time, from red to green, closed down 0.12% and 0.23% respectively, to the opening point, half a day down nearly 1%.

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

At this moment, the vast number of investor groups in the market, including countless institutions, floating capital, large investors, and retail investor groups, the hearts of the vast majority of investors are extremely shocked, and few people would have thought that the main line of "science and technology growth", carrying the over-the-counter trend and the extremely hot investment sentiment before the market, will go into this picture, and few people foresee that the two main lines of "infrastructure" and "military industry" will be able to achieve a counterattack and lead the market in an all-round way under the situation of low opening in low investment sentiment and significantly lower than expected.

"Oh my God, today's market trend is really shocking."

In the fierce collision of the entire market sentiment, some of the retail investors gathered in the online investment stock forum, and some people expressed their heartfelt feelings.

"It's amazing that the style of the market has completely switched, it's unbelievable."

"What's more, today's 'science and technology growth' line is really a sinkhole, I don't know how much money has been put in, it's just murder without blood."

"Really...... Successfully bought at the highest point. ”

"Hey, sure enough, when everyone is optimistic, it's not good, and it's really difficult to make some money in the stock market!"

"I don't understand at all, why did the market suddenly turn to the direction of 'infrastructure' and 'military industry'? Isn't the line of 'technological growth' rising well in early trading? ”

"Who knows, everyone is confused!"

"What about those people who sang a lot of 'technological growth' in the morning, I'm afraid their faces are already swollen, right?"

"I have to say, it's still Mr. Su!"

"I said it a long time ago, I must have meat to eat with Mr. Su, haha...... Or is Mr. Su reliable, what 'science and technology growth', what 'Shanghai is weak and deep is strong', what is the new investment concept...... It turns out that it's all bullshit, and only the 'wealth road' that follows Mr. Su is the king! ”

"Indeed, huh...... There should be no hesitation, the check of 'Fushun Steel' did not follow. ”

"Facts have proved that only 'big infrastructure' can pull the market, hehe...... Today, the Shanghai Composite Index has risen to above 2320 points in one breath, this situation, the volume and price are rising, and the perfect substantive breakthrough form, the Shanghai Composite Index should not go back to 2300 points, right? ”

"As far as the morning market is concerned, the two main lines of 'large infrastructure' and 'military industry' have formed a capital siphon effect on other areas of the market, especially the line of 'scientific and technological growth'...... The Shanghai Composite Index has definitely made a substantial breakthrough. ”

"The pressure of the 2300 point mark has passed, and the back ...... Look at 2400 points! ”

"The main market of 'big infrastructure' is back, and I feel that this wave, I can see the Shanghai Index hitting 2,500 points again."

"Indeed, today's comprehensive change in 'big infrastructure' is definitely a substantial breakthrough, after all, 'Huaguo Metallurgical, Huaguo Construction, Huaguo Railway Construction, Huaguo Communications Construction' and other Chinese prefix super large-cap stocks, are all in a state of comprehensive change, which shows that ...... The real core and main institutions in the market have begun to enter the market in an all-round way. ”

"Mr. Su's prophecy has come true......"

"As soon as the pressure of 2,300 points passes, investors who are hovering and hesitating outside the market should also speed up their entry, right?"

"Definitely, I can't help but want to increase my position."

"It is still the Shanghai Composite Index that breaks through to boost the gas, and the small and medium-cap concept stocks do not have this momentum when they rise to the sky."

"It is necessary, whether the market is good or not, and the final landing point is still on the Shanghai Index in the broader market, and the height of the Shanghai Index really determines the height of the market."

"Today, the Shanghai Composite Index should be able to hit a long white candle, right?"

"Undoubtedly, definitely."

"Haha...... I'm really looking forward to the opening of the afternoon, and I have a hunch that the afternoon will definitely be more intense. ”

"Speaking of the line of 'technological growth', is there any hope? It's really uncomfortable for the market to be so divergent and wrong to step on the wrong pace. ”

"There is little hope, the line of 'technological growth', the trend this morning is really ugly."

"I think it's hopeless at all, cut the stop loss as soon as possible, otherwise it will definitely go deeper, after all, today is really set too much money into it, so many funds are set, digestion, adjustment time will definitely not be short, think about it, on the one hand, the adjustment has just ended, restart the upward trend, on the other hand, after the sharp speculation rises, emotional exhaustion, profit and selling have poured out, just entered the adjustment state, which side to buy, which main line direction to buy, isn't it obvious thing?"

"The market trend is unstoppable, and now that the market trend has reversed, I don't think there is any need to go against the market trend."

"The trend of the market proves that only Mr. Su is the 'god' of this market!"

", looking back now, Mr. Su's previous prediction was really awesome, it really exploded."

"With the news that the Shanghai Index has completely broken through 2300 points continues to ferment on and off the market, and with more and more 'right-hand investors' entering the market, there should be more institutional groups that take the initiative to enter the 'Yuhang Department' of Mr. Su to lift the sedan chair, and concentrate on increasing positions in the direction of 'infrastructure' and 'military industry'?"

"I have to say that at the last minute of noon, the extreme change of 'Huaguo Architecture' is not simple."

"Indeed, at that minute, the amount of buying that broke out was really terrifying."

In the fierce discussion of the vast number of retail investor groups gathered in the online stock forum and community, driven by the huge money-making effect gathered in the 'infrastructure' and 'military' sectors of the main board throughout the morning, the market investment sentiment and expectations have also begun to turn sharply to the 'infrastructure' and 'military' fields in the direction of the main board.

Similarly, at this moment, Su Yue is in the main Yuhang tour group.

After a brief review, the investment expectations in their hearts and the corresponding direction of speculation have also changed sharply.