It can be clearly felt through the opening of the market after the call auction.

The active capital groups of the market are mainly concentrated in the major industry sectors of 'port shipping', 'machinery and equipment' and 'public transportation', as well as the 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises'.

As for the core sectors of 'military industry' and 'infrastructure' that performed strongly in the past two days, as well as the main line of 'technology growth' that was once hyped by funds before.

At the moment, they are all relatively flat.

Among them, the core sectors of 'military industry' and 'infrastructure' remained sideways.

The core sector of the main line of 'science and technology growth', in the entire set bidding time, has taken a trend of rising first and then falling, and under the effect of many bottom-buying funds, it is still relatively weak, and it is at the bottom of the list of concept plates and industry sectors in the two cities.

In addition to these main line hot areas with high market attention......

Others, such as 'big finance', 'big consumption', 'nonferrous metals', 'coal', 'chemical and petroleum' and other core main line plates, basically show a trend of continuous shrinkage, and its disk trend, and the fluctuations of the major indices in the market, maintain a relative consistency, without showing any signs of independent trends, at the same time...... There is also no trace of core main funds, individual stock activities in these areas.

"The trend of 'LETV' won't fall again, right?"

At 9:26, at the end of the call auction between the two cities, in the market, among the retail investor groups who paid attention to the market, some people sighed: "Damn, if you fall again, there will be three fall limits, and this knife is really painful to the bones." ”

"Judging from the call bidding trend of 'LETV', even if it doesn't fall today, I'm afraid it will be difficult to have a strong rebound trend, right?"

"Judging from the call auction, there is a lot of money in this stock today, that is...... There is also a lot of money sold, and it feels a bit like a fairy fight. ”

"The amount of money sold is not a lot, but a huge amount!"

"It's all about the institution, right? If you pry board, it should be the majority of the capital. ”

"Regardless of the various funds from the pry board and the selling, what the composition is, I think it is ...... anyway To this kind of bearish head, the company's fundamentals and future expectations have completely collapsed stocks, the short-term is obviously not touchable, more than 2,000 stocks in the two cities, has come out of the bullish trend of individual stocks, there is no need to keep staring at this stock. ”

"Staring at this stock, the main thing is to know what will happen next for the main line of 'technology growth'."

"There is no doubt that the collapse of the investment logic of the" LETV "has deeply affected the investment logic of the main line of 'technological growth', and at this time, it should be avoided this main line."

"But judging from today's call auction, the line of 'technology growth' has obviously fallen in the short term, and there is a high probability that there will be a wave of over-falling rebound."

"The investment logic collapsed, there was a rebound, and it is estimated that it is also a weak rebound under the self-help of the main force."

"It's easy to get buried after participating in a weak rebound like this, I think...... The value of participation is really not much. ”

"'The strong will always be strong, and the weak will always be weak'! The obvious downward adjustment trend, to participate in this rebound, it is really better to chase the core stocks in the two main areas of 'infrastructure' and 'military industry'. ”

"The core stocks of the two main areas of 'infrastructure' and 'military industry'...... At present, it should not be the end of the adjustment, right? ”

"It's not over, but it's expected to be upward! One is expected to be up, the other is expected to be down, and it is easier to make a profit if you obviously participate in stocks that are expected to go up! ”

"Makes sense......"

"However, from the perspective of call bidding, the hottest point in the market is still in the 'port shipping'."

"'Yinkou Port' 10 to 30 has brought up the hype of this plate, and at the same time, the two core main concepts of 'Eurasian Economic Belt' and 'New Era Road, Maritime Silk Road' are also closely related to this plate, in the short term...... This section should still be worth participating. ”

"'Port shipping' is also part of the main line of 'big infrastructure', right?"

"It must be, and it is also the core sector of 'big infrastructure'."

"It's a pity that the word 'Yinkou Port' has a price limit, and if you want to participate today, you don't have a chance."

"Other stocks in the field of 'big infrastructure' with 'high transfer' expectations feel like they can be latent in the layout, and the main funds in the market will definitely speculate in this direction."

"I think it's better to wait for the wind to come, continue to increase the core stocks that have performed in the early stage of 'military industry' and 'infrastructure', and wait for these votes to end the short-term adjustment and break through again. Sometimes...... Slow is fast, fast is slow! ”

"It's okay to do this, but after I buy it, it's a little difficult, and I don't know when these tickets will end the adjustment."

"It shouldn't be too long, right? After all, the greater the time and space for adjustment, the greater the impact on the market's emotional expectations in these directions and these core stocks, and the longer the adjustment, the smaller the hope of continuing to break through the upward offensive in the future, so ...... I don't think the main funds will let the market stay here for too long. ”

"At this time, the test is patience."

"The two main lines of 'infrastructure' and 'military industry' have been hyped by the main funds in the early stage, and now the core stocks are at a relatively high level, and the intention of the main funds is obviously to shake the position, so as to quickly clean up the short-term profit plate and the undetermined hedging chips on the disk, and it will definitely not be adjusted for too long."

"In a word, no matter how the market changes, anyway, I only follow Mr. Su's 'wealth road' operation, as long as Mr. Su's 'wealth road' has not appeared in the net selling seat of the dragon and tiger list, and at the same time, the investment logic in the main line of 'infrastructure' and 'military industry' is still available, then I will hold my position with peace of mind and never waver."

"Hehe, in the current market, the funds that follow Mr. Su's 'Fortune Road' should already be huge, right?"

"That's for sure! However, the main direction chosen by Mr. Su's 'Fortune Road' is also very large, and it is completely capable of carrying these huge follow-up funds. ”

"The main line of the entire 'big infrastructure' is very large, not to mention this follow-up fund, and the incremental funds of 500 billion yuan from the counter are estimated to have no particularly big impact."

"500 billion incremental funds? If there is really such a huge amount of incremental funds entering the market, it should also be able to set off a bull market! ”

"Thinking too much, how easy is the bull market?"

"The position of the 'national team' in the field should have exceeded 500 billion for a long time, right? I didn't make a splash. ”

"The volume of positions and incremental funds are still not the same."

"In any case, it's too early for the market to say 'bull market', but ...... Pessimism is not necessary. ”

"On the whole, the market of the whole market is still slowly improving, especially in the last two days, the trend of the external market is very poor, but A shares are actually here, not falling at all, I feel that this is the market is gradually strengthening, and even the follow-up can get out of the independent trend of signs!"

"After the Shanghai Composite Index broke through 2,300 points, the trend is indeed a little different."

"Hey...... So, what's there to be afraid of? ”

"Compared with the external market, our big A should not have fallen, looking at the global stock market, the overall valuation of A shares is already the lowest."

"You can't look at the whole, in the main line of 'technology growth', many growth stocks, the valuation is still more than 100 times PE."

"So, for the time being, you should avoid high-valuation 'tech growth' stocks."

"Well, I feel that there are indeed more opportunities for low-valuation blue-chips in the follow-up than growth stocks in the 'technology growth' category."

"The major institutions in the market also say the same, but they don't know...... This time, if the institutions can predict accurately, don't ...... again"

"The words of the institution are not credible, but the continuous flow and accumulation of market funds should not deceive people."

While many retail investors were discussing fiercely during the short 5-minute suspension period, before they knew it, the market had come to the official continuous auction trading time at 9:30.

I saw that after just 5 minutes of emotional brewing.

The stagnant two market disks,The moment it started beating again,As a popular stock with a high degree of attention in the market,'Chengfei Technology' will once again rise in a rapid attitude,Rapidly upward sealing board,At the same time,"LETV"、"Fushun Special Steel"、"Northern Xinjiang Jiaotong Construction"Many core popular stocks are also rapidly rising and attacking.

At 9:31, the daily limit of 'Chengfei Technology' realized the change of hands and four boards, which further opened up the height of the market's recent board space, set an example for the follow-up popular concept stocks, and further stimulated the hype sentiment of the active capital groups in the market around the core direction of 'infrastructure' and 'military industry', and enhanced the risk appetite of the entire market on the core main line.

At the same time......

'LETV' in one minute, the explosion of 130 million, the intraday turnover of 420 million, the stock price once again pulled up from the fall limit, the intraday decline narrowed rapidly, retracted to around 7% of the decline.

And 'Fushun Special Steel' continued to maintain a sideways shock mode after a short rise.

As for the 'Northern Xinjiang Communications Construction', after the rapid rise, there was an obvious disconnection of undertaking funds.

At 9:32, under the support of good market speculation sentiment and the rapid rise of a number of popular concept stocks at the beginning of the session, the Shanghai Index, the Shenzhen Index, and the ChiNext Index achieved a red plate.

At 9:33, as the decline of the disk of 'LETV' narrowed, a number of core concept sectors in the main line of the entire 'technology growth', as well as related core stocks, such as 'Huayi Brothers', 'Netspeed Technology', 'Huaguo Software', 'Inspur Information' and other stocks, also slowly rose and achieved red plates.

At 9:34, the Shanghai Composite Index once again stood above 2,400 points.

At 9:35, the "port shipping" sector index rose to around 1.5% during the day, and at the same time, the "Eurasian Economic Belt", "New Era Road, Maritime Silk Road", "Reform and Reorganization of Central Enterprises and State-owned Enterprises" and other related stocks in the main theme areas of several major concepts have also continued to be pursued by the main funds.

At 9:36, the rise of the big concept theme plate of "reform and reorganization of central enterprises and state-owned enterprises" squeezed into the first place in the list of concept plates in the two cities, and related concept stocks, especially low-level small and medium-sized concept stocks with a market value of less than 10 billion, the main capital attack is extremely rapid.

At 9:37, the Shanghai Composite Index hit around 2406 points.

At 9:38, the main market expectation of the main concept of "reform and reorganization of central enterprises and state-owned enterprises" is getting stronger and stronger, and it has begun to siphon the gathering of active capital groups in the field, and the core sectors such as "building decoration", "building materials" and "real estate development" in the field of "large infrastructure" have also risen with the red plate.

At 9:39, the Shanghai Composite Index hit near 2410 points, and the increase expanded to around 0.7%.

At 9:40, the Shanghai Index, which soared rapidly, as well as the Shenzhen Index and the ChiNext Index, which also followed the trend, showed a wave of obvious explosion in the continuous upward breakthrough trend.

At 9:41, after the Shanghai Composite Index hit the highest level of 2413.33 points, the overall time-sharing volume of the market was insufficient.

At 9:42, the Shanghai Composite Index turned back and fell back to around 2410 points.

After that, for nearly 1 hour, the Shanghai Composite Index has been around the range of 2400 to 2410 points for a strong shock, while the Shenzhen Index and the ChiNext Index have also maintained a range of red and 0.5% gains, and the trend of the entire market, because of the lack of overall energy, was once again trapped at the 2400 point mark.

"I feel that the market adjustment is insufficient, and I have to fluctuate around 2400 points, and further digest the upper selling pressure and short-term profits!" At around 10:50 a.m., in Yuhang, within Minghui Capital Group, in the main fund trading room, He Hong, a fund manager who has been observing market changes, frowned slightly and said, "Market adjustment, in terms of time and space, is still a little lacking. ”

Xu Zhongji, who was standing behind He Hong and looking at the big screen in the trading room with a smile, bowed his head slightly and said: "It's true that in terms of time and space, it's still a little worse, but ...... In the current main market area, the positions of various institutional groups on and off the market are obviously insufficient. ”

"Although the selling pressure above the market is heavier, there is still a lack of time and space for adjustment."

"But in the case of major institutions rushing to increase their positions in the main line."

"I'm afraid that the index and the corresponding mainline core stocks, the space for downward adjustment has been completely blocked."

"What does Mr. Xu mean......" When He Hong heard this, his heart sank, and he said, "The index may continue to fluctuate sideways, but the core stocks of the main line are very likely to be in the sideways shock of the index, and the higher the shock, there is no opportunity and space for downward adjustment?" ”

Xu Zhongji bowed slightly, and responded: "Yes, the market trend cannot be consistent, and the expectations of its major main line areas, as well as the trend trend, cannot be synchronized, the two main lines of 'infrastructure' and 'military industry', in fact, are analyzed in essence, and the market has played the 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', ' After the reform and reorganization of central enterprises and state-owned enterprises, the investment logic and future expectations are obviously further enhanced, and institutions happen to be in these two main areas, and the number of positions is obviously insufficient, so in this case...... For the core stocks that are expected to be good in these two main areas, where is there any possibility of a pullback to a low level and let other funds continue to get on the bus at a low level? ”

(End of chapter)