Xu Shen smiled and said: "This shows that the other party's purpose is not to pull a plate at all, but to build a position!" ”

"I'll tell you." Zhou Kan understood, "But the 'securities' and even the entire 'big finance' sector, it seems that at this time, there is no consistent expectation, right?" This main fund, at this time, is it a little earlier to increase and build a position? “

Xu Shen responded: "The investment logic and market expectation of the market's 'big finance' line actually follow the market's 'bull market expectations', the stronger the market's bull market expectations, the stronger the future market expectations of the 'big finance' line, and the more likely the market will continue to break out."

The weaker the market bull market expectation, the weaker the investment logic and market trend of the 'big finance' line.

Before the market trend broke through 2,500 points, everyone thought that the underlying logic of the Shanghai Composite Index and even the entire market trend was the rebound trend in the shock range of the market's large box.

Today, the Shanghai Composite Index has perfectly broken through 2,500 points, and the turnover of the two markets is also continuing to break through.

In such a situation, the 'bull market expectation' will naturally become more and more intense.

In particular, after the Shanghai Composite Index broke through 2,500 points, after so many days, its index was still at a high level and continued to refresh the breakthrough trend of new highs in the middle of the year.

In terms of technical analysis.

This kind of index trend is the strongest pattern trend that everyone expects.

And the market turnover, whether in the shock adjustment trend or in the index continues to break through the trend, has been increasing, which is a very good virtuous cycle trend.

In such a situation, the call for a bull market in the market is getting stronger and stronger.

It is not surprising that the main line of 'big finance' in the market has been concerned by the main funds inside and outside the market, and the securities sector has been rapidly and aggressively built by large funds.

However, inside and outside the market, a broad group of investors.

In the past two years, the main investment line of 'big finance' has been harvested a little miserably, and there are many complaints.

This has also led to the fact that in the main investment line of 'big finance', the hedging market is extremely heavy, and it is difficult to form a consistent expectation situation and continuous market trend.

In addition, the market value of the entire 'big finance' sector is very large, and the circulation is huge.

The need to lift this main line of investment, the need for market incremental funds is too much, so it will inevitably lead to this main line, in the market bull market expectation has not formed a consistent expectation of the situation, even if there is a large amount of main funds to actively intervene, it is difficult to form a sustainable market trend.

Before, whether it was securities, or banking, insurance sectors.

Under the rehearsal of 'bull market expectations', it is not that there is no large amount of main capital to pay attention to and intervene.

However, it has not formed a continuous market evolution, let alone replaced the two core hot main lines of the "infrastructure" and "military industry" markets, and focused the attention and expected direction of investors on this, which is because of these reasons.

And it is because of these factors.

Even if many major institutional capital groups inside and outside the market know that the market's expectations are gradually improving, in order to continue to outperform the broader market index, they cannot adjust their main positions in this direction without the support of consistent expectations on the main line of 'big finance'.

As for the main funds currently involved in the securities sector...... Is it early to enter?

I think we can look at it in two ways.

First, it depends on the market investment sentiment after today's closing, whether it is the main line of 'big finance', and the securities sector to see how the sentiment feedback.

Second, it depends on the trend of the securities sector tomorrow and even in the background.

If the securities sector, under the intervention of this round of main funds, has the continuity of the market, it is worth noting.

In the atmosphere of increasingly strong market 'bull market expectations'.

In terms of future expectations alone, the securities sector, and even the entire 'big finance' main line sector, have the potential for market explosion, but when this expectation can completely promote the market of this main line to riot, and when the market sentiment will fully focus on the 'big finance' line, no one can know, and no one can predict.

On a mainline market.

Intervening too early will waste a lot of market opportunities, which will cause a high time cost of funds.

If you intervene too late, it will lead to too high holding costs, which will make it difficult to cope with the fluctuations of market trends, and you will not be able to hold positions firmly, let alone hold heavy positions for a long time.

Therefore, in terms of timing, we still have to be cautious and carefully observe the disk! ”

Zhou Kan heard Xu Shen's analysis, nodded, and said: "The boss is right, but I think the core main funds in the current market, as well as the active capital groups in the market, are still focused on the two main lines of the two major industries of 'infrastructure' and 'military industry', as well as the main lines of the core concepts of 'Eurasian Economic Belt', 'Reform and Reorganization of Central Enterprises and State-owned Enterprises', 'On the Road of the New Era, and the Maritime Silk Road'."

According to the trend in recent days, and even after the Shanghai Composite Index broke through 2,500 points.

The precipitation of funds and the activity of capital in these main lines of the market have been continuously rising, and at the same time, the stock prices of the corresponding core stocks have also risen in volume and price.

In addition, the investment logic of these core main lines and the future expectations are still there.

The market's investment sentiment and confidence in these core main directions are also strengthening.

There is also the entry of over-the-counter incremental funds, the increase in the balance of the two cities and the two financings, and the spread of the money-making effect...... A series of market performances, such as a series of market performances, are still revolving around these core main lines, and there is no sign of switching between the core investment main lines of the market, or even the switch between high and low.

On the contrary, these core main lines have obviously shown signs of a comprehensive main ascension.

I reckon that this situation will ......

It is difficult to disperse the main funds gathered in these core main lines such as securities, insurance, and banking, as well as other traditional main line sectors, and even the main line of 'technology growth' investment in the direction of small and medium-sized boards and gems.

Unless the basic investment logic of the two main lines of the two major industries of 'infrastructure' and 'military industry', as well as the main lines of the 'Eurasian Economic Belt', 'the reform and reorganization of central enterprises and state-owned enterprises', and the 'road to the new era and the Maritime Silk Road' are shaken, or the market trend of these core main lines has been greatly speculated to be able to fully correspond to future expectations, and can no longer show a strong collective money-making effect.

Well, when that time comes.

It may be that the active capital groups in the market, as well as the main institutional groups holding positions, will gradually recede from these core main lines.

But it's obvious.

At present, the market trend of these main lines, as well as the stock price trend of each core stock, has not yet reached the time when it fully reflects expectations and fulfills expectations, but it is just at the climax of extreme emotions, and everyone has the strongest expectations for these core main lines.

This market focuses on patterns, as well as core mainline patterns.

It is destined to attract a large amount of incremental funds to the market, as well as a large number of active funds active in the market.

It is inevitable that it will continue to further converge and continue to speculate on these core main line market areas, and these core main lines will also continue to siphon funds from other traditional main line investment sectors in the market, as well as the main line of investment in emerging industries such as 'technology growth' in the follow-up market trend.

However, there are many sectors and individual stocks related to these core main areas.

The related sectors and individual stocks have a huge market capitalization and can carry a large amount of active capital flow.

This is destined to be as long as these core mainline sectors can continue to play upward, continue the hot money-making effect, and continue to siphon other investment mainline funds in the market.

After all, under such a large amount of liquidity as these core main lines, even though the market turnover and new entry funds have been increasing, there are really not many funds that can really overflow from these core main lines. ”

"Yes!" Xu Zhi Zhou Kanneng analyzed the market situation to this level, and was a little surprised in his heart, nodded with a smile, and continued, "This is also the reason why the market has clearly broken through 2,500 points, and the turnover and balance of the two cities continue to skyrocket, and the market is still unable to usher in a general rise."

It is also the market that the Shanghai Composite Index has been going up, and there is no sign of turning back.

However, in the past two months, the majority of the investors in the market have really made real profits.

Of course, it is also the reason why the market investment sentiment is obviously very hot, but everyone still has huge doubts about the 'bull market' and cannot form stronger macro expectations.

After all, it doesn't matter if it's an institutional investment group or a retail investment group.

Many people know that relying solely on the two main lines of 'infrastructure' and 'military industry', as well as the main lines of the core concepts of 'Eurasian Economic Belt', 'Reform and Reorganization of Central Enterprises and State-owned Enterprises', 'On the Road of the New Era, and the Maritime Silk Road', cannot support the market to get out of a comprehensive bull market.

No matter how strong these core main lines are, once the recession is expected, the stock price speculation is overdrawn.

The same will be a huge pullback.

At that time, there will be no other large-scale main lines to undertake the market situation, to absorb the large amount of profit funds and active funds withdrawn from these core main lines, and to continue to keep these incremental funds in the market, then the index will inevitably fall back with the pullback of these core main lines.

This is the concern of many investors in the market, and it is also the fundamental reason why the 'bull market expectations' cannot be fully formed.

However, this crux of the problem is not unsolvable.

It is only necessary for the regulator to guide from the macro direction. ”

"Does the boss think a comprehensive 'bull market expectation' can be formed?" Zhou Kan asked, "Moreover, do you think the regulator will be aware of this concern of the market, continue to add a fire to this crux, and release the good news from the macro direction of the market to guide it?" ”

Xu Shen was silent for a while, thought carefully for a moment, nodded lightly, and said: "On the basis of the outbreak of a full-scale bull market, it is obviously more difficult to lure funds into than to retain them.

Now, since the two main lines of "infrastructure" and "military industry", as well as the "Eurasian Economic Belt", "reform and reorganization of central enterprises and state-owned enterprises", "new era road, maritime Silk Road" several core concepts and themes of the main line of the full explosion, many capital groups in the field have been attracted in, and the market has been heated up for a short time.

Then, if you want to fill these core main lines, the corresponding core stocks, before the stock price trend peaks.

It should not be difficult to create another investment line with macro investment expectations that can carry the continuous entry and speculation of the market's sky-high funds, and retain these funds that have entered the market.

Moreover, I also believe that the regulators have ...... step by step Guided the market to this point.

Seeing that the market is close to a full-blown bull market, there is only one step left.

It is categorically not going to drop the chain at this time and give up the positive stimulation and emotional guidance of the market.

Moreover, I can guess with a high probability that after the main line of the two major concepts of "infrastructure" and "military industry", which can carry so much capital and can carry the two major industries of "infrastructure" and "military industry", as well as the "Eurasian Economic Belt", "the reform and reorganization of central enterprises and state-owned enterprises", and "the road of the new era and the Maritime Silk Road", the new market investment main line will inevitably arise in the direction of "big finance". ”

"I think so, too." Zhou Kan smiled and said, "In terms of volume, liquidity, and expectations, as long as the market's 'bull market expectations' are increasing, then the line of 'big finance' is the perfect undertaking of the two main lines of 'infrastructure' and 'military industry', as well as the 'Eurasian Economic Belt', 'reform and reorganization of central enterprises and state-owned enterprises', 'on the road of the new era, and on the Maritime Silk Road', and the most suitable core investment line of the market."

And, in the case of 'big finance'.

Conceptual stories such as the 'Eurasian Economic Belt', 'Reform and Reorganization of Central Enterprises and State-owned Enterprises', and 'On the Road to the New Era, the Maritime Silk Road' can still be told.

I just don't know......

The core main line of the market, when will it be switched.

I don't know when the market's 'big finance' market will come? ”

Xu thought about it for a while and said: "Pay attention to the two main lines of 'infrastructure' and 'military industry', as well as the market trends and emotions of the main lines of the 'Eurasian Economic Belt', 'Reform and Reorganization of Central Enterprises and State-owned Enterprises', 'On the Road of the New Era, and the Maritime Silk Road', as well as the increase and decrease of several main funds of the 'Yuhang Department', as well as the seat of 'Fortune Road', and the movement on the list of dragons and tigers in the next market!"

As the smartest and most sensitive main capital in the entire market.

Once the market shows signs of a mainline market switch.

This share of funds will definitely move.

With this main force, with tens of billions of positions on these core main lines, it is impossible for them not to leave traces on the disk. ”

"That's right!" Zhou Kan nodded and stopped asking.

Instead, after thinking for a while, he put his eyes back on the two markets.

I saw that on the market disk, the net inflow of the main funds increased sharply in the securities sector, after squeezing into the top three of the industry sector gains list in the two cities, because it did not get the entire market active capital group, as well as the joint efforts of the main capital groups of other institutions to do long, the trend of its plate index rise, and gradually in the passage of trading time, slowly declined, forming a short-term explosion of obvious upward and downward trend.

(End of chapter)