At this time, Su Yu also paid attention to the changes in the two concept plates of 'Internet finance' and 'e-commerce', pondered for a moment, and said with a smile: "Smart, starting from these two concept plates, properly inducing emotions and expectations, it is indeed able to save a little bit of the collapse and stampede situation in the main line of the entire 'science and technology growth', and lure some bottom-buying funds to intervene." ”

"What do you mean?" When Li Meng heard Su Yu's words, he was stunned and asked, "Are you ...... mean that the sudden strengthening of the two conceptual sectors of 'Internet finance' and 'e-commerce' in the second half of the call auction is a deliberate guidance or deliberate creation of the market performance by the funds in the market." ”

Su Yu bowed slightly, and said: "I don't rule out this possibility, of course, the two concept plates of ...... 'Internet finance' and 'e-commerce' are still expected to exist, and there is still room for speculation. ”

"If there are really funds to guide the market trend of these two concept plates, what is the motivation of the other party?" Li Meng asked, "Moreover, will this have any adverse impact on the field sectors of our main positions?" ”

Su Yu pondered for a moment, and responded: "The biggest possibility should be that the main funds trapped in the main line of 'science and technology growth' save themselves, after all, if the line of 'science and technology growth' collapses across the board and completely loses liquidity, then the main funds trapped in the line of 'science and technology growth', even if they want to stop loss regardless of the cost, I am afraid it is difficult to really do it." ”

"As for the impact on our heavy sector sector......"

Su Yu paused for a while, glanced at the two markets that were about to end the call auction, and continued: "Today's two main lines of 'infrastructure' and 'military industry', in the morning hot sentiment boost, the opening range is a little too high, such a high opening range, in the case of insufficient incremental funds in the market, will promote short-term profit-taking, but also make many 'fear of height' funds hesitate to retreat." ”

"This has led to the entire 'infrastructure' and 'military' main line plates, after the opening, it will inevitably fluctuate in large quantities to further screen and consolidate the chips."

"But overall ......"

"The expectations and sentiments of the line of 'science and technology growth' have declined from the peak, and the funds that are locked up in the short term and are eager to cut positions and stop losses are also emerging in an endless stream; on the other hand, the expectations and sentiments of the two main lines of 'infrastructure' and 'military industry' are still gradually increasing."

"That is, guided by market expectations and sentiment."

"The tone of the market in these two main directions, even though there will be repetition in the intraday trend, but there will be no essential change in the overall trend change."

"At present, we only need to hold positions with peace of mind, slightly adjust the individual stock positions that are expected to be sufficient, and try as much as possible to grab market profits in the changes in market trends and enhance the growth of the net value of our fund...... You can pay attention, but don't worry too much. ”

"Master......" After listening to Su Yu's analysis and interpretation of the disk, Liu Yuan thought about it and said, "Stimulated by the trend and sentiment of the 'Internet finance' and 'e-commerce' concept plates, there should be a lot of bottom-buying funds in the entire market that will pour into other sectors in the main line of 'technology growth', right?" ”

"That is to say, today's 'technology growth' line, the trend with a high probability will be better than we expected before the market."

"In this way, the market should not be seriously pulled back by the line of 'technological growth'."

"In other words, there should still be potential and hope for the Shanghai Composite Index to continue to break through upwards today, right?"

"I don't think it's too much...... The index slows down a little, the main line market slowly ferments, and it is not a bad thing not to directly overdraft expectations in one go. Zhao Lijun took Liu Yuan's words and said, "After all, emotions and confidence are slowly fermented with the money-making effect of the market, and finally there can be quantitative changes to cause qualitative changes. ”

"Well, Team Leader Zhao has a point." Zhang Guobing heard Zhao Lijun's words, nodded in agreement, turned his head to Su Yu, and said, "Mr. Su, let's ...... at this time In addition to a small adjustment of individual stock chips that are expected to be fully reflected, it is better to try to maintain a static position. ”

The changes in market trends have their own internal ecology and laws.

Since the current trend of the market is already in a favorable direction for them, there is no need to aggressively guide the market and promote the further increase of speculation.

And with a short discussion in the trading room, as well as the analysis of the corresponding trading strategy.

At this time, the market trading time has reached 9:25, and the call auction between the two cities has ended.

I saw that the Shanghai Composite Index opened at 2381.64 points, an increase of 0.56%; The Shenzhen Index opened 0.23% lower, the ChiNext Index opened 1.19% lower, and the SME Index opened more than 1% lower.

In addition to the index, the corresponding main line of the market, the performance of the concept sector.

The two main lines of 'infrastructure' and 'military industry' are all open high, of which the three major industry sectors of 'national defense and military industry', 'building decoration' and 'building materials' have all risen by more than 1%; A number of industry sectors and concept sectors in the main line of 'technology growth' have seen a relatively differentiated opening performance.

For example, the three major concept sectors of 'film and television media', 'domestic software' and 'Apple concept' opened more than 1.5% lower; The concept of 'Internet finance', 'e-commerce' and 'mobile payment' is almost flat.

As for the performance of popular stocks in the two cities.

'LeTV' fell to the limit, with more than 450,000 orders sealed, and the panic selling sentiment on the disk reached the extreme; 'Huayi Brothers' opened 5.76% lower, and the selling orders that took the initiative to kill the fall also completely suppressed the buying orders on the disk; 'Netspeed Technology' opened 4.12% lower, and the selling volume of active killing and falling can still be huge, but the panic selling sentiment is not serious; 'Fushun Special Steel' opened 4.37% higher, and the volume performance was very active; 'Northern Xinjiang Jiaotong Construction' opened 3.13% higher, although the volume performance is still relatively active, but the speculation and market heat have decreased compared with the previous two days; "Shanghai Construction Engineering", "Tianshan Cement", "Chengfei Technology", "Hongdu Airlines" and other popular stocks, the market attention has increased, and the high opening range is between 1.5% and 3%, which is still in line with the market's pre-market expectations.

In the face of such a polarized market opening situation......

The discussion among the majority of investors in the market is becoming more and more intense, and at the same time, the direction of their inner expectations is also continuing to change.

"Sure enough, the two main lines of 'infrastructure' and 'military industry' have led the market."

"'Science and technology growth' line,It's really completely collapsed" LETV "this stock,Mother's ...... 'LETV' this check,Before the big profit,It actually soared,I don't know how many people have been buried in this round!"

"Hey, 'LeTV' is negative, I really didn't expect it."

"Facts have proved that the expected logic of the line of 'scientific and technological growth' is pseudo-logic, or 'big infrastructure' is reliable, and this round of 'big infrastructure' market should be a clear reversal trend, right?"

"It must be reversed, look at the check of 'Huaguo MCC', it goes up and down...... Up to now, unconsciously has doubled the space from the bottom, you must know that this is a large-cap blue-chip stock, I am wondering ...... 'Huaguo Metallurgical' trend situation, does it mean that in the second half of this year, the market's blue-chip market, to start? ”

"Collective blue-chip market? No way? At present, there is not so much incremental capital in the market to support the collective movement of blue chips! ”

"Although the index has a '28 pattern' transformation, I think the follow-up market performance, should still be the trend of the local market, after all, there is no essential change in the market capital, no matter how strong Mr. Su of 'Yuhang Investment' is, he can't conjure up a large number of market incremental funds to continue to undertake the market, right?"

"Yes, I also think that there are many patterns of local markets."

"Even if it is the overall pattern of the local market, it will not affect the market interpretation of the main line of 'large infrastructure' and 'military industry', right? It doesn't affect the Shanghai Composite Index to continue to break through, right? ”

"Compared with the current position of the Shenzhen Index and the Growth Enterprise Market, in fact, the Shanghai Index should have broken through to the upside a long time ago."

"Speaking of the blue-chip valuation of the market, the scissors difference between the valuation of the gem and the 'technology growth' stocks on the small and medium-sized board is indeed too big, and there is indeed room for valuation repair."

"It's not a valuation fix, it's an expected growth."

"Valuation repair superimposed on the expected growth logic, right? Ha ha...... I feel that on the large-cap stocks of the main line of 'big infrastructure', it seems that I can also see 'Davis double-click'. ”

"'Huaguo China Railway, Huaguo Communications Construction, Huaguo Railway Construction, Huaguo Construction...... If the follow-up market can continue this trend, I believe that the Shanghai Index will soon be able to see 2500 points, after all, the weight of the pull, the speed is quite fast. ”

"I still hope that the price will rise a little slower, so that the funds from the counter can gradually come in."

"Indeed, if it rises too fast, the funds outside the market are not easy to enter, or rather...... I don't want to enter anymore. ”

"The line of 'scientific and technological growth' should be adjusted for a period of time, and the 'infrastructure' and 'military industry' dominate the overall market...... It should still be relatively large. ”

"At least 2500 points first, right?"

"I should be able to see 2,500 points, after all, there is really not much distance upward."

"If you want me to say,Don't look at the point,Or focus on the current market stocks,More practical,"LETV"The check is completely dead,Don't adjust it for half a year,This round of concentrated trapping can't be digested at all,and"LETV"The big crash,It also shakes the investment logic of the entire "technology growth",So...... "Technology growth"The line must not be touched,Now we have to do it...... I can only choose the 'military industry' and 'infrastructure' where expectations and emotions are still growing, hehe...... Fortunately, I hesitated for a while before, but this time I was finally able to grasp a little bit of initiative. ”

"In the direction of individual stocks, the strongest trend at present should be the check of 'Northern Xinjiang Communications Construction', right?"

"Not necessarily, I think that the check of 'Northern Xinjiang Jiaotong Construction' has turned from strong to weak, and the mission of this check has been completed, right?"

"If you want to pry the market to pick up in the direction of 'big infrastructure', then the mission of this check is indeed completed."

"The sentiment of the 'Northern Xinjiang Jiaotong Construction' has indeed declined, and this check is actually average in terms of future expectations, and it does not have the basis for trend speculation!"

"The check of 'Northern Xinjiang Communications Construction' estimates that as soon as Mr. Su's 'wealth road' comes out, the market will be almost there."

"This check, after all, the position is not low, and the first to rise must be adjusted first."

"Compared with the check of 'Northern Xinjiang Jiaotong Construction', the leading elephant of the check of 'Fushun Special Steel' is stronger, after all, this check is closely related to the expected logic of the main lines of 'infrastructure', 'military industry' and 'nuclear power', whether it is logical expectations or performance expectations, there is no need to pick, and after the early limit, the hype sentiment is also completely up, and I feel that the market will definitely relay the market to do this check."

"I also feel that the logic of the check of 'Fushun Special Steel' is better."

"What about the check of 'Chengfei Technology', don't you have any ideas? I think this check has the potential to continue to explode, and has the opportunity to become a concept leader in the direction of 'military asset restructuring'. ”

"The check of 'Chengfei Technology' is indeed good, but isn't the circulation plate a bit big?"

"It is not as large as the circulation of 'Fushun Special Steel', compared with the large-cap stocks of military industry such as 'China Aviation Electronics' and 'Aviation Power', it should still be more suitable for capital speculation."

"Looking at the specific preferences of market funds, I feel that no matter which check it is, it is good."

"It should be better to buy the stocks held by Mr. Su's 'Fortune Road', anyway, in the logic of 'infrastructure' and 'military industry', and then follow the 'Fortune Road' to buy stocks, there is a high probability that you will not lose money."

"Now in the market, there are more and more people who follow Mr. Su's 'wealth road'."

"That is, the stocks held by Mr. Su's 'Fortune Road' are now very easy to be speculated, and in addition to continuing to chase high, it is actually not easy to participate."

There are heated discussions among many investor groups in the entire market.

The short 5-minute suspension time of the market passed in an instant, and before I knew it, 9:30 a.m. arrived, and the two markets ushered in the official continuous auction trading session.

I saw that the market had just resumed trading.

Only for a moment,Attracted much attention,Emotional reaction is extremely hot"Fushun Special Steel"That is, the lightning rise,The stock price is chased by the successive 10,000 main buy orders,Go straight to the price limit;At the same time,It is also another stock that has attracted much attention,"LETV"On the trading disk,The limit has increased sharply by more than 50,000 hands,Breaking through the huge amount of 500,000 hands,Make the funds that want to buy the bottom and pry the board,Instantly discouraged!

(End of chapter)