However, even in the performance of the data of the dragon and tiger lists of the two cities, there are traces of large funds reducing positions and taking profits, and retreating from the core main lines of the market such as 'infrastructure' and 'military industry'.

However, in the discussion of a wide range of investor groups inside and outside the market.

However, everyone is not aware of this short-term risk, but is still optimistic.

At the same time, due to factors such as the fact that the market opened low in the morning and finally turned red, and the Shanghai Composite Index was completely detached from the influence of the external market trend, everyone not only did not think that today's disk trend pattern was a weak performance, but thought it was a strong performance.

And it's in this emotional response.

In the evening, the strong rebound trend of the peripheral market further intensified the market's bullish sentiment.

As a result, the next day, the entire market directly opened sharply, especially the two major industry sectors of 'infrastructure' and 'military industry', which are the most serious and have the highest market attention, as well as the concept plates and industry plates that revolve around the main line of the concept of 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises'.

Among them, many popular core stocks, as well as concept leading stocks, have once again hit new highs for the rebound.

"Haha, what am I talking about? All pullbacks are absolute buying opportunities! ”

After the end of the call auction between the two cities, during the short pause from 9:25 to 9:30, some people laughed and sighed in the discussion area of the trading platform.

"Those who copied the bottom yesterday should have made a lot of money."

"I have to say that the two main lines of 'infrastructure' and 'military industry' are really strong."

"What is the core main line? This is called the core main line! ”

"The one that can quickly reverse the package and repair the trend is a good stock, and there is no doubt about it...... In yesterday's trend, the stocks that can be reversed are all able to continue to hold positions. ”

"It's a new high again, it...... I didn't buy the bottom yesterday, and I really regret that I died. ”

"yes, that's a good buying opportunity, huh...... Just missed it. ”

"Fear of high is a hard worker, the investment sentiment and investment confidence of the entire market have reversed, at this time, the more afraid of high, the more hesitant, the easier it is to step short."

"What's more, I feel that stepping on the market is more uncomfortable than losing money."

"Isn't it that I'd rather lose money with a full position than go short, at this stage...... The index is obviously still in the process of continuous breakthrough, and there should be a market anyway. ”

"I didn't buy it yesterday, and it's really uncomfortable to face today's opening."

"Hey, I didn't expect the U.S. stock market to rebound again last night, which directly led to the call auction opening so high this morning, I ...... Do you want to buy high, or wait a little longer? ”

"Buy directly, don't be afraid at all, after the opening, the position will definitely get higher and higher."

"Looking at this situation, it is obvious that the market is bound to rise sharply today."

"I also feel that the market can rise sharply today, after all, the trend of the peripheral market is improving, and there are a lot of good news, so there is no reason not to rise!"

"There is no doubt that the concept stocks of the 'Yuhang system' are directly chased."

"Yes, directly chasing the concept stocks of the 'Yuhang system', especially the stocks that can superimpose the main line of 'infrastructure', 'military industry', and even the 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises'.

"Agreed, haha...... has already held 5 core stocks of the 'Yuhang system' holding concept. ”

"The strong Hengqiang, I feel that in the next market performance, the two main lines of 'infrastructure' and 'military industry', 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 the core of the conceptual theme plate field, will still be the direction of concentrated speculation and marketing."

"In a word, anyway, among the popular main lines of firm holdings, stocks that can be superimposed with the concept stocks of the 'Yuhang system' are on the line."

"The Shanghai Composite Index will have to touch at least 3,000 points before it rests, right?"

"According to the technical trend, the market 3000 points of this threshold, has formed a certain siphon effect on the index, regardless of whether the index can break through this point in one breath, at least touch, how can it, and the current index is not far from this threshold, such a strong market expectations, 3000 points of this threshold, in any case, are to be touched."

"Then get the position around 3,000 points first, and then see if you can reduce your position."

"I have to get Mr. Su's 'Fortune Road' seat, and reappear on the selling seat of the dragon and tiger list in the two cities, I will reduce my position, and finally make a wave, not greedy at this time, when will I be greedy?"

"Agreed, the main fund wants to wash the chips at this time, it's impossible."

"Insist that the stock is not relaxed, and this is the time to strengthen confidence."

"Look at the general valuation level of many popular stocks on the main line of 'technology growth' in the market, such as LeTV, Netspeed Technology, Oriental Fortune, Huayi Brothers...... Waiting for votes, they are basically more than 100 times the valuation of PE, and even some are still 500 times and 1000 times the PE valuation level. Even the normal valuation level has not been repaired, and it will definitely rise. ”

"It is not required that the core stocks in the main line of 'big infrastructure' have the same valuation level as the core stocks in the main line of 'technology growth', after all, the two belong to different industries, but they should at least reach about half of the valuation of the core stocks in the main line of 'technology growth', right?"

"There is no doubt that under the investment logic of the macroeconomic strategic plans of the 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises', the valuation of the entire 'big infrastructure' main line, as well as the value logic, must be revalued, and at present, these core stocks in the main line of 'big infrastructure' are still the most undervalued main line stocks in the entire market."

"No, if you want to underestimate, 'big finance' is still more prosperous."

"But if the stock price wants to rise, it is not only the valuation that looks at it, but also the expectations, what is the expectation of 'big infrastructure', and what is the expectation of 'big finance'?"

"Haha, that's it...... The two are fundamentally incompatible in terms of future expectations and future imagination. ”

"On the whole, the valuation of the 'technology growth' line is still the most expensive in the market, and it is even much more expensive than the core stocks in the 'military' sector."

"Therefore, there is no doubt that the two main lines of 'infrastructure' and 'military industry' will definitely rise."

In the extremely heated and exciting discussion among many retail investor groups......

The market trading time quickly crossed 9:30, and the two markets entered the formal continuous auction trading stage.

I saw that in just five minutes of the suspension period, after the further brewing of market investment sentiment, once the market opened, the concept plate and industry sector dominated by 'infrastructure' and 'military industry', as well as the concept plate and industry sector with the main line of several major concepts as the core of 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises', were concentrated in the capital groups inside and outside the market. Continue to refresh new intraday highs.

And in the whole market, the weak main line investment sector.

Mainline investment sectors such as 'big consumption', 'big finance', 'non-ferrous cycle', and 'technology growth' also continue to be sucked by popular mainline investment sectors such as 'infrastructure' and 'military industry' at this moment, and the net outflow of funds is relatively obvious.

When this market pattern and trend pattern, further deduction.

When the "infrastructure", "military" and other popular mainline investment sectors in the field, a number of constituent core stocks further refreshed the intraday high, rebound high, and annual high, the money-making effect of these popular mainline investment sectors to an exaggerated level.

The investor community of the entire market has further flocked to these core main areas.

However, just as everyone is unanimously optimistic.

And the entire 'infrastructure', 'military' and other popular main lines of the market have also exploded rapidly, further refreshing the high point of this round of rebound, leading the index to 2900 points.

Around 10 o'clock in the morning.

Similar to yesterday's morning trading, the volume of concentrated selling, but once again emerged in the 'infrastructure', 'military' two main investment sectors, as well as the 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', 'Central Enterprises and State-owned Enterprises Reform and Reorganization' and other conceptual themes as the core of the concept plate, the core stock of the industry sector.

Such a concentrated sell-off of funds makes the trading volume of these core main line areas possible.

In the blink of an eye, zoom in further.

At the same time, such as China Airlines Heavy Machinery, Hongdu Airlines, Beijiang Jiaotong Construction, Shanghai Construction Engineering, Tianshan Cement, Fushun Special Steel, Huaxin Special Steel...... and other popular leading stocks, on the disk, the amount of funds to sell can be huge, and this selling force, once it continues to emerge, will directly suppress the buying orders, the stock price of the corresponding stocks, directly from the high point, so that these stocks have a rapid diving trend.

When the two cities hit a number of concept leading stocks with a high degree of hype and a high degree of space.

All of them were hit by extremely heavy active selling, and there was a rapid diving trend.

In the entire market, other corresponding concept stocks, as well as the main line core stocks, have also been quickly affected, and the selling force on the disk has also increased sharply, with obvious stagnation in volume, or a downward diving trend in volume.

And when both large and small stocks are overwhelmed by selling forces.

The two main investment sectors of 'infrastructure' and 'military industry', as well as the conceptual plates and industry sectors with the conceptual themes of 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises' as the core, have also been forced to fall and adjust.

At the same time, at a time when the core main line has fallen and adjusted.

The Shanghai Composite Index was also forced to fall by these core main lines.

At about 10:30, the entire market, the Shanghai Composite Index has been in the rise and fall, swallowing up all the gains recorded in the morning, and such as the "infrastructure", "military" two major industry sectors, as well as the "Eurasian Economic Belt", "New Era Road, Maritime Silk Road", "Central Enterprises and State-owned Enterprises Reform and Reorganization" concept of the corresponding concept of the core of the plate, is in the huge earthquake of the rise and fall, swallowing up all the gains in the intraday.

Of course, in the rapid changes in the entire market-related index, concept sector, industry sector, as well as the corresponding core stocks and concept leading stocks.

The corresponding main capital flow is also changing rapidly.

I saw that in the early trading stage, a number of popular mainline sectors such as 'infrastructure' and 'military industry', which were sought after by the entire market, as well as the corresponding popular stocks, after briefly absorbing a large number of active funds, began to show a continuous outflow of internal capital flows.

and correspond to these core mainline sectors and popular stocks.

In the morning, there was a net outflow of funds from the weak main line of the sector, such as 'big finance', 'big consumption', 'non-ferrous cycle', 'science and technology growth' and other main line areas, after the outflow of funds at the beginning of the session, the follow-up has ushered in the care of the main force of large funds, within the plate, the corresponding core stocks on the disk, there are traces of net inflow of large funds, and the buying power of the disk has also been significantly enhanced.

"Looking at this situation, the market is doing a 'high and low switch', right?"

Seeing the flow of the main funds in the market, as well as the changes in the disk of the corresponding core main line and core stocks, at this moment, inside the magic capital, Zexi Investment Company, and in the main fund trading room, Zhou Kan's eyes were like torches, pondering for a moment, his eyes turned to Xu Shen on the side, and said with a smile.

Xu Shen's eyes were also staring at the changes in the two markets, and when he heard Zhou Kan's voice, he nodded slightly and said, "It's almost a switch." ”

"Hey...... I really didn't expect it,......" Zhou Kan smiled lightly and said, "The negative situation of yesterday was that the market was not able to have an obvious switching trend, but today it appeared." ”

Xu Shen responded: "This is also normal, after all, under the direct blow of the bearish, the funds will only be concentrated in the areas with the strongest liquidity in the market and the highest money-making effect, which is also the reason why the popular main lines of the market, 'infrastructure' and 'military industry', fell sharply in early trading yesterday, and they were able to almost completely recover the intraday decline and carry out the trend reversal."

However, there is no denying that......

'Infrastructure' and 'military industry', which are popular main lines in the market, have been rising sharply for a quarter, and the accumulation of profit orders is indeed very serious.

At this current position, the previously locked profitable funds perceive possible risks in the market.

They have begun to reduce their positions, or liquidate their positions and take profits.

At the same time, due to several popular main lines, the corresponding core constituent stocks, and the concept of leading stocks, have been hyped to a certain high level, the amount of funds required to undertake is getting larger and larger, and it is difficult to continue to open up new space under a large number of profit-taking orders.

In this way, under the profit order smashing and taking profit.

In the market, it is not difficult to understand that smart funds are beginning to look for mainline sectors that can undertake the adjustment of the popular mainlines of 'infrastructure' and 'military industry' at a low level, and switch between the high and low levels of the market. ”

"Hmm!" Zhou Kan nodded and said, "The boss...... At this time, we can also take profits on a large scale in the two main lines of the two major industries of 'infrastructure' and 'military industry', as well as the corresponding concept plates of 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises'? Meantime...... Our plan to build a position in the direction of 'big finance' can also be implemented on a large scale, right? ”

Now that the market has seen a clear high-low switching trend and disk performance.

Zhou Kan felt that the best time to adjust the layout had come!

(End of chapter)