In addition to the performance of the index, the market in the half-day trading, compared with yesterday, there are obvious signs of shrinkage.

At the same time, the market attention is high in the first few trading days of the popular industry sector, the concept of the plate, whether it is the trend of the disk, or the market investor group discussion heat, have ebbed and pullback, and before everyone paid less attention to the unpopular industry sector 'port shipping' this morning, it has become the core hot spot of the entire market, ranking first in the list of industry sectors in the two cities, quickly attracting the attention of countless investors in the market.

Similarly, the check of 'Yinkou Port', which belongs to the 'port shipping' sector and walked out of the two-board situation this morning.

After the midday closing, the market's discussion heat and attention also soared.

After that, after the midday mood brewed......

In the afternoon market, the core hot spots began to further converge to the fields of 'port shipping', 'machinery and equipment', 'transportation', 'high-speed rail', etc., while the core industry sectors and concept plates in the fields of 'infrastructure' and 'military industry', the heat and capital follow-up strength, further subsided, and the corresponding hot stocks showed a trend of high-level shrinkage shocks.

Eventually, at 3 o'clock in the afternoon, it was time to close.

The Shanghai Composite Index is still fixed at 2395.79 points, up 0.31%, while the Shenzhen Index and the ChiNext Index are down 0.23% and 0.49% respectively, and the overall market turnover has shrunk by nearly 10 billion compared with yesterday.

On the whole, although the performance of the index is not satisfactory, the overall money-making effect of the market is not bad.

'Port and shipping', 'machinery and equipment', 'transportation', 'high-speed rail' and other sectors are all in the red, fully undertaking the funds sold from the core sectors and core hot stocks in the main line areas of 'scientific and technological growth', 'infrastructure' and 'military industry'.

At the same time, the market has also carried out more in-depth expansion in the change of conceptual themes.

In particular, the macro concept themes of "reform and reorganization of central enterprises and state-owned enterprises", "Eurasian Economic Belt", "New Era Road, Maritime Silk Road" are very double-eyed today, and about 70% of the stocks in the entire theme field have achieved a red market rise.

Of course, in the overall dynamics of individual stock performance.

The market still shows that the vast majority of popular stocks have ebbed and flowed, and a number of low-level stocks that have significantly underperformed the broader market index before have been able to catch up with the market's hot main line and core concept themes.

In general, it is a situation in which the market is diverging in themes and the main line of hot spots is further expanded.

Vaguely doing a kind of high-low switching trend.

The general rise of low-level stocks makes the index not very good, but for the retail group, the money-making effect is quite high.

After the close, face the market's performance for the day.

Although everyone is somewhat disappointed that the Shanghai Composite Index has not been able to further hit 2400 points, but in the case of the market as a whole, more than half of the stocks have achieved red market closing, and everyone's optimistic attitude towards the future market has not changed much in the heated discussion.

Even, there were many hesitant investors before the over-the-counter.

Seeing that some of the popular core stocks of the two main lines of "infrastructure" and "military industry" in the market have finally seen a slight pullback, they have obviously wanted to enter the market and grab chips, for fear that after the adjustment of the two main lines of "infrastructure" and "military industry" and the corresponding core stocks, they will go short again.

In addition to the change in sentiment and expectations in the direction of the retail investor group in the market.

At the macro level of the market, the regulators are still releasing market benefits from time to time, and various asset management institutions, securities companies, financial media, and stock commentators are still pulling back and forth according to market trends, summing up a bunch of logic, and firmly optimistic about the market outlook.

In this context of both retail and macro-level sentiment, which continues to shift in the direction of bulls.

The expectation of a breakthrough in the market outlook is also getting stronger and stronger.

With the passage of time after the closing, at 5:30 p.m., the list of dragons and tigers of the two cities was announced.

I saw that under today's market shrinkage sideways adjustment, the stocks on the list, compared with yesterday, further decreased, a total of only 21 stocks on the list, among them, "LETV", "Chengfei Technology", "Fushun Special Steel", "Yinkou Port" several popular stocks with high market attention, are still on the list.

Among them, the list of dragons and tigers of 'LETV' shows that institutions are still net selling, and the net selling amount continues to exceed 100 million, and the attitude of reducing positions and clearing positions is extremely obvious.

The dragon and tiger list of "Chengfei Technology" shows that the tour capital and institutions are on the list, and the trading transactions are still showing a net buying trend, but the amount of net purchases, compared with yesterday, has declined, and the entire trading seats disclosed have a total net purchase of more than 17 million.

The list of "Fushun Special Steel" shows that it is also a tour of capital and institutions are on the list, among them, institutions are net buying, and you capital is obviously withdrawing, of course, there is also a "Hongqiao Road" well-known tour capital seat, doing T in the intraday, the trading volume can be basically flat, which shows that there is a certain difference in the disk of the check, but it seems to be ...... The market is not over.

The list of dragons and tigers of 'Yinkou Port' shows that the collective relay of free capital is long, and the net purchase amount is still as high as more than 20 million.

Overall, according to the data of the Dragon and Tiger List disclosed by the two cities.

As the most active capital group in the market, the attack path of the investors is still relatively obvious, and at the same time, it can also be seen that the hype sentiment and capital follow-up situation of the main line of "science and technology growth" are still in decline, and in the field of "infrastructure" and "military industry", there were many core stocks and popular concept stocks that have skyrocketed before, and the market divergence has begun to appear, and the shock pattern is obvious.

As for the 'port shipping', 'machinery and equipment', 'public transportation', 'high-speed rail' and other industry sectors that have only fully erupted today, the follow-up sentiment and speculation of funds are heating up significantly.

After the full disclosure of the data of the market dragon and tiger list......

Investor groups from all walks of life in the market, seeing that the wealth road of the 'Yuhang Department' is still missing, and at the same time, 'Chunhui Road', 'Four Seasons Road', 'Jiefang South Road', etc. have not appeared in the selling seats of popular stocks, and the original worries in their hearts have been put down in an instant.

At the same time, after analyzing the data disclosed in the Dragon and Tiger list.

The direction of its mental expectations has gradually turned to the direction of "port shipping", "machinery and equipment", "public transportation", "high-speed rail" and other directions to undertake the market in the shock stage, "machinery and equipment", "public transportation", "high-speed rail", etc., at the same time, in many brokerage analysts and well-known stock commentators in the industry, for the "Eurasian Economic Belt", "the reform and reorganization of state-owned enterprises and central enterprises", "the road of the new era, After the logical interpretation of the direction of several macro policies and conceptual themes of the Maritime Silk Road, everyone's expectations in the direction of these major themes are becoming stronger and stronger, and more and more investors believe that these major conceptual themes will become the main theme hype direction in the next market evolution.

"The main line of several major concepts of 'Eurasian Economic Belt', 'Reform and Reorganization of State-owned Enterprises and Central Enterprises', 'On the Road of the New Era, Maritime Silk Road', superimposed on the main line of 'military asset securitization', 'macroeconomic recovery', 'large infrastructure recovery', 'real estate property market relaxation', etc., the follow-up market situation ...... I feel like I've got to do it! ”

After the release of the data of the Dragon and Tiger List, the mood and topic discussion of the entire market are evolving, Su Yu is in the main Yuhang tour capital group, there are a lot of tour capital feelings, and at the same time, it is also obvious that the market outlook is not too bad.

"Yes! The market is expected to converge on these more macro theme concepts, and the market space will really come out. ”

"These main themes mainly cover individual stocks in the two main areas of 'infrastructure' and 'military industry', right? I feel that it has nothing to do with the small and medium-cap 'growth stocks' in the direction of the Shenzhen Index and the ChiNext Index, which should explain the ...... The market expects that once the focus shifts to these main themes, the overall market trend pattern of the market will still maintain the current '28 market' pattern, right? ”

"It should be like this, after all, the main theme of the macro concept of 'reform and reorganization of central enterprises and state-owned enterprises' is mainly the stocks controlled by state-owned assets, which naturally cannot match the 'technological growth' hyped in the early stage of the market."

"The main line of these core concepts is expected to rise, and I feel that in the direction of the main board, many low-valued blue-chip stocks are afraid that they have the momentum to rebound."

"Yes! Originally, the weight of blue chips in the market, due to the large plate, the weight of the market, coupled with the lack of performance growth, the scale growth and imagination of the traditional industry is limited, resulting in the valuation of these weight blue chips, has been suppressed in the lowest valuation area of the market, has become a depression in the market valuation, but now ...... The main lines of these core concepts are expected to come together, that is, to give wings to these blue-chip stocks that have been undervalued to the extreme! ”

"But these weighted blue chips are very large, even if there is an expectation, the general funds can't be lifted, right?"

"The general main funds naturally can't be lifted, and at present...... If they agree, then under the continuous increase in the position of these large institutions, the blue-chip market around the 'big infrastructure' should come, and the blue-chip market should come...... The space on the Shanghai point should not be small. ”

"According to the current shape of the market, the positions of large institutional funds in these traditional blue-chip fields should also be at the lowest water level, right?"

"Indeed, according to the previously disclosed annual reports of many weighted stocks, it can be seen that the positions of institutions in these traditional blue-chip areas are generally at a low level."

"Huh...... That's even better. ”

"That's right, the lower it is, the more necessary it is to increase positions in the case of expected growth."

"It is almost foreseeable that the changes in the market outlook should maintain the trend of '28 pattern' for a long time."

"Institutions do the big market, we can also focus on the 'Eurasian Economic Belt', 'reform and reorganization of central enterprises and state-owned enterprises', 'on the road to the new era, the Maritime Silk Road', which are the core themes strongly supported by the macro policies, right? Just like ...... 'Chengfei Technology' and 'Yinkou Port', I dare to say that with the further deepening of the market outlook and expectations, new concept leaders will soon emerge. ”

"It is completely possible to dig deep into these core theme concepts and main line stocks."

"Market expectations are increasingly biased towards the main board, and it seems that the line of 'technological growth' is indeed too dead to die, hey......"

"Under such expectations and emotional changes, although the Shanghai Index is on the upside in the short term, it is suppressed by the overall amount of funds in the market, and the upward momentum is insufficient, but the probability of falling and retracement should be very small, right? I feel that in the next period of time, it will be a good time to make a trade. ”

"With the blessing of these core concepts, the skyrocketing logic and rising expectations of 'Chengfei Technology' should be stronger, right?"

"It has to be stronger, haha...... It is really wise to relay the three boards of this stock today. ”

"The check of 'Chengfei Technology' will most likely rise and fall tomorrow, right? There should be no difficulty in the fourth board, and the key is to see the height of the fifth board break through. ”

"In this kind of market sentiment, if there are three, there must be five!"

"I have already said that the check of 'Chengfei Technology' will become the core leader of the market, haha...... Sure enough, yes! ”

"It's been a long time since the market has naturally changed hands under the five-board stocks, right?" Chengfei Technology's check is out of the height space, and the market should be better. ”

"The logical line of 'Chengfei Technology' is very clear, and the key is the check of 'Yinkou Port', the logic of the skyrocketing of this check...... Now I am all puzzled, and I always feel that relying solely on the hype and expectation of the two conceptual themes of 'Eurasian Economic Belt' and 'On the Road to the New Era, the Maritime Silk Road' cannot support the market of this check. ”

"I think so too, so I'd rather avoid this check and choose 'Chengfei Technology' to be safer."

"The check of 'Fushun Special Steel' should be shocked in the future, but I don't know when there will be a second wave of the market?"

"The check of 'Fushun Special Steel' should be avoided for the time being, the expectation of this check is not as strong as that of 'Chengfei Technology', and after the institution comes in, the trend will inevitably become grinding and chirping."

"You can also dig out the stocks with pure low-level concepts and expectations of making up for the rise, after all, today's market is a bit of a sign of switching between high and low."

"It's harder to dig into the lurking than to follow the trend!"

"It's difficult, but if the market sentiment is supportive, and if the expectation is supportive, it's actually easy to do."

With the rapid refresh of the group's messages and the collision of the views of the group's tour capitalists......

At about 7 o'clock in the evening, the company issued an announcement that it would use the accumulated provident fund and a large amount of profits retained under the outbreak of last year's performance to carry out a high transfer of 10 to 30 and a dividend of 10 to 3 yuan.

As soon as this news was announced, it combined with the trend of the two boards in front of the 'Yinkou Port'.

In the market, the investor groups who pay attention to this stock, as well as the investor groups who followed the trend to buy this stock, the discussion heat exploded instantly.

(End of chapter)