However, even if the number of stocks on the list in the market has decreased somewhat, but in the disclosure of the list, the overall turnover has not decreased, but increased slightly, and at the same time, the popular stocks that everyone pays attention to, such as'LETV', 'Fushun Special Steel', 'Chengfei Technology', 'Beijiang Jiaotong Construction' and other votes are also on the list.

Among them, LETV's dragon and tiger list shows that institutions have a net sale of 61 million, and small and medium-sized tour capital has 21 million.

Fushun Special Steel's dragon and tiger list shows that the active capital seats in the market are still participating in the relay, of course, there are one or two active funds that take profit and play out, and in addition to the relay of each other, the institutional seats are also on the list today, buying more than 11 million.

Chengfei Technology's dragon and tiger list shows that the net purchase of active funds in the market is as high as more than 51 million, of which more than 70 million are bought and more than 20 million are sold, which proves that the main funds are optimistic about this check, and it also shows that the trading capital component of this check today is mainly the main force, and the pattern of retail investors is also disguised to illustrate that there is still a certain market space for the future market of the great concept of this check.

The dragon and tiger list of Beijiang Communications Construction shows that the net selling volume of active capital seats reached more than 18 million, and the trading turnover at the same time has increased significantly compared with the day before yesterday, which shows that the most active group of tour capital in the market has low expectations for this check, and is basically closing when it is good, and taking profit at a high level, but fortunately, the 'wealth road' seat that everyone is worried about has not appeared on the list of selling this check, which has added a touch of vitality to the follow-up market trend of this check.

Except, of course, for these four high-profile hot stocks......

Other popular concept stocks, as long as they belong to the main line of 'infrastructure', 'military industry' and 'science and technology growth', the net purchase volume of funds on the dragon and tiger list, the activity of the main capital participation, etc., all show a polarization phenomenon, that is, from the disclosed dragon and tiger list, it can be clearly seen that all kinds of funds in the market are still continuing to converge to the main line of 'infrastructure' and 'military industry'.

In addition to a number of popular concept stocks.

Today, a stock named 'Yinkou Port', which belongs to the 'port shipping' sector, has also performed quite sharply on its dragon and tiger list, attracting the attention of many investor groups.

I saw that the check closed at the price of the daily limit with an intraday amplitude of 13% today.

According to the trading data and trading seats of the Dragon and Tiger List disclosed by it, it can be seen that institutions have bought more than 37 million funds, and the total trading funds of the entire Dragon and Tiger List have been as high as more than 46 million, second only to the 'Chengfei Technology' in the list of stocks.

Of course, with a net buying volume of up to 46 million.

Among the disclosed trading seats, there are no well-known floating capital seats in the market that are familiar to the majority of investor groups, and private equity trading seats such as 'Fortune Road' and 'Jiefang South Road', but even so...... This check also deserves the attention of many smart investors.

After all, the net purchase of large funds amounted to 46 million.

It is enough to show that in today's trend of this check, a large part of retail investors' funds have been cleaned, and the internal chip structure is rapidly concentrating this logical point.

Moreover, in the absence of any wind at all, the check rose straight from the bottom, across 13 points, and sealed the price limit.

It is very likely that this check has potential benefits in the market outlook.

After all, a low-profile unpopular stock that has been oscillating at the bottom for a long time suddenly released such a huge amount of energy to pull sharply, and there is no potential positive support, and the funds that pull the market still dare not act so recklessly.

"Looking at the data of today's Dragon and Tiger List, Mr. Su's 'Wealth Road' continues to lock up."

After the data of the market dragon and tiger list was refreshed, the discussion among the majority of retail investors in the market became more and more intense and hot.

"Jiefang South Road, Chunhui Road, and Four Seasons Road, these top tourist capital seats, seem to be locked up today."

"Guys lock up, this should be a good thing, right?"

"It must be a good thing, this proves that the bigwigs are still optimistic about the two core main lines of 'infrastructure' and 'military industry'."

"It's a pity that the checks of 'Hengsheng Electronics', 'Huayi Brothers' and 'Netspeed Technology' are not on the list, otherwise the Dragon and Tiger list must be wonderful, as well as 'Huaguo Metallurgical', 'Huaguo Railway Construction', 'Huahang Optoelectronics' These popular heavy-cap stocks are not on the list, these votes are very amplitude today, and the difference in funds on the disk feels quite obvious, and if you don't go on the list, you don't know the motive of these funds at all, and at the same time I don't know who is buying and who is selling."

"How can it be possible to disclose so much information to you, then the bigwigs will have nowhere to hide."

"Be content, on the whole, through today's dragon and tiger list data, you can already see a lot of things in the market, at least the line of 'technology growth', has not stopped the downward trend at all, and the follow-up will continue to fall, especially the check of 'LETV', the institution has cut positions, it is really fierce."

"Before, everyone said that the stocks held by institutions,The trend will be relatively gentle,Now look at"LETV"The core weight stocks of the GEM held by the institutional group and the growth leading stocks of the main line of "science and technology growth",The so-called gentle trend,Where is it reflected?"

"Hey...... This is naturally reflected in the fall limit. ”

"Today's 'LETV' was closed early,In fact, there is not much energy released at all,The trend of this check tomorrow,It is estimated that it will be terrifying."

"Indeed,Today's LeTV dragon and tiger list,Selling,Basically all institutions,Tomorrow these institutions are afraid that they will have to continue to cut positions on the floor, right? Think about the stock gathered on the 'LETV', a total of billions of institutional holdings, it's really terrifying! ”

"This is the tragic scene of the stocks with heavy institutional positions, after the underlying investment logic of the stock is shaken!"

"Institutions have been fully liquidated, and the check of LeTV has obviously fallen."

"According to this trend, 'LETV' is afraid that it will have three falling limits, right?"

"There is a high probability of three down limits,And after the three down limits,There is a high probability that it will continue to fall,The stock price continues to hit a new low,After all, the institutional group with billions of positions will continue to cut positions,In the short and medium term,It is difficult for the stock price to see the end of the adjustment,and"LETV"After the complete collapse of this core stock,"Technology growth"This line,If you want to reverse in the short and medium term,It is basically impossible。

"Indeed,After all,With the'LETV' this lesson from the past,In the face of market valuation, the current valuation is still high,Compared with the main board weight blue chip and white horse stocks,The average valuation conditions are several times higher,No one is sure which stock will be the next investment logic collapse?"

"And once the main capital group of the market no longer trusts the investment logic of a major main line, and even feels that there is a great risk, there is no doubt about it...... The main funds will definitely escape from this field unconditionally, so as to converge to a safer and more profitable main line investment area. ”

"Compared with the main line of 'science and technology growth', if you want to say that the main line investment field with lower valuation, safer and better money-making effect, there is no more suitable than the main line of 'large infrastructure' and 'military industry', right? Looking at today's market trend reaction and the performance of the data of the Dragon and Tiger List, in fact, all kinds of big funds are indeed converging on these two main areas. ”

"This is for sure, is it so strong to see the data of the dragon and tiger list of the two checks of 'Chengfei Technology' and 'Fushun Special Steel'?"

"It seems that the market of 'military industry' and 'large infrastructure' will continue for a period of time in the future."

"In the case that the market has not found a new main line hot spot and a major theme direction, there should be no doubt about the continuation of the 'military industry' and 'infrastructure' market."

"Anyway...... What is the logic of today's 'port shipping'? ”

"The plate of 'port shipping' should be purely driven by the price limit of 'Yinkou Port' today, right?"

"What is the logic of the check of 'Yinkou Port'?"

"Hell knows, but...... I feel that 'port shipping' should also be part of the main line of 'big infrastructure', right? Is it also the expected main line of 'infrastructure recovery'? ”

"Isn't it the main line of the 'free trade zone'?"

"If it is the main line of the free trade zone, then why are there no movement at all today in the Pearl River Delta and the Yangtze River Delta in many regional free trade zone concept stocks?"

"At present, the logic of this check is completely unclear, let's look at the performance of the market outlook!"

"It makes sense, if it really has hard-core logic, the check of 'Yinkou Port' can never have only one board of market, and if there is only one board of market, it is mostly just the main capital of the quilt to save itself, and take advantage of the east wind of 'infrastructure' to lure the 'super fall rebound'."

"Compared with guessing the logic of 'Yinkou Port', I think it's better to do 'Fushun Special Steel' and 'Chengfei Technology'."

"I feel that 'Chengfei Technology' is going to become a new concept leader in the market, after all, the restructuring of this check is too strong, and the company is also blowing the wind and cooperating with the capital speculation, and 'Fushun Special Steel' is more of a fundamental demand surge expectations, and the story is still a lot worse."

"'Fushun Special Steel' is suitable for institutional dominance, and the expected fulfillment of 'Chengfei Technology' is obviously faster."

"Hey, but on the whole, the market volume is still a problem, and the line of 'scientific and technological growth', if it has been weakening, relying solely on the two main lines of the main board of the Shanghai Stock Exchange's 'infrastructure' and 'military industry', I am afraid it will be difficult to support the entire market upward, right?"

"If the overall market situation is to rise, the trend of the Shanghai and Shenzhen markets must not be too torn."

"Referring to the market trend in the second half of last year, in fact, as long as the line of 'technology growth' falls back for a short time, the amount of energy decays and stabilizes, and the upward pressure on the Shanghai Index will be small."

"Regardless of whether the Shanghai Index can break through independently upward, anyway, a number of stocks in the main line of small and medium-cap 'technology growth' cannot stay."

"If the logic of the line of 'big infrastructure' can continue to diverge in depth and draw out more investment logic main lines and hot topics, then with the improvement of the market's money-making effect, the lack of energy should be able to slowly make up for it in the case of the continuous entry of potential investors outside the market, right?"

"According to this logic, it should be possible."

"However, if the market develops like this, the subsequent trend of the market will not be a sharp rise."

"It can't be a sharp rise, look at the slope of the upward trend of the Shanghai Index, it is obviously much lower than the wave in April and May, but the trend is a little slower, and the index is slowly breaking through one step at a time, I think the foundation is more stable, so go and break through the 2,500-point pressure barrier above...... The probability is also greater, if there is really a surge, and the active funds and expectations of the market are consumed in an instant, then the market outlook will be dangerous. ”

"Makes sense, agree ......"

Accompanied by the sound of heated discussions in the market.

Everyone's investment views and expected directions are also further shifting from the main line of 'technological growth' to the 'infrastructure' and 'military' directions of the main board, and even the entire weight of the main board in the fields of blue chips and high-performance white horses.

Even, in a large number of market institutions, brokerage company groups.

Radical analysts and institutional fund product managers, as always, have shouted out the investment views of 'market value revaluation' and 'the return of the king of value investment', calling on everyone to stay away from all so-called 'technology growth' stocks with a valuation of more than 100PE, and actively deploy market-weighted stocks that can reflect the core value such as infrastructure, finance, and consumer white horses with low valuations.

At the same time, in the midst of the public singing of many voices.

I don't know whether it is the deliberate promotion of the regulator or the spontaneous behavior of the institutional community, the call for the market 'bull market' has gradually begun to clamor again, and many institutions have also begun to pull some so-called macro logic and many favorable factors in the market again to interpret the view that the 'bull market' is coming.

But whether it's because of the deliberate motivation of the regulator or the spontaneous behavior of the community.

In the whole market, gradually accumulating rich voices, when everyone's investment preferences refocus on core stocks such as the main board weighted blue chips and performance white horses, as if moisturizing things silently, the market's sluggish investment confidence has once again gradually recovered under the influence of short-term market speculation and institutions and media.

Under this evolution of market atmosphere and market sentiment.

Even in the evening, when the U.S. stock market and the entire peripheral market once again fell into a correction trend.

The next day, the sentiment of the A-share market did not subside much, and at the beginning of the call auction, it still maintained the trend of the entire market generally opening slightly higher.

It is ...... 'technological growth', which is the core market line that has entered countless high-tech funds in the early stage.

At the beginning of the call auction on 'LETV', under the influence of the one-word falling limit, the trend of individual stocks in the main line field is generally ugly.

"Hehe, boss, it seems that the resilience of the market, under the evolution and deepening of emotions, has already made a little bit of sense." At 9:16, Yu Hang, Yu Hang Investment Company, in the main fund trading room, Wang Can saw nearly 2,000 stocks in the market, or more than half of the stocks, realizing the scene of the red plate opening high, a smile crawled all over his face, and said with a smile, "And when this kind of resilience and expectation is gradually formed, many hesitant potential investor groups outside the market, I am afraid that they will not be able to hold back the psychology of making money, and will follow the trend of market sentiment and continue to enter the market slowly, right?" ”

(End of chapter)