"The emotional expectations of the core main lines of 'infrastructure' and 'military industry' have not weakened much!"

Seeing the intense and more consistent topic discussion on the relevant stock discussion platform on the entire network, Li Meng said in surprise in the main fund trading room of Yuhang Investment Company at this moment...... In tomorrow's market, these core main lines will continue to be sought after and hyped by a lot of funds inside and outside the market. ”

"The majority of investors in the market, under the guidance of inertial thinking, as long as the money-making effect of the popular main lines of the 'infrastructure' and 'military industry' markets does not decline significantly and the money-losing effect is not obvious, they will not take the initiative to undertake other low-level money-losing effect of the main line plate." Su Yu heard Li Meng's surprised words, smiled, and responded, "Chasing up and down is the common mode of operation of retail investors, and the hot main lines of the major markets of 'infrastructure' and 'military industry' have been continuous for so long, even if the current internal chip structure is scattered, the market will not end all at once." ”

"But it's hard to carve out a lot of room upwards, right?" Li Meng continued.

Su Yu nodded and responded: "This is natural, and with the inability of these main lines to further develop space, when the money-making effect of these core main lines decreases step by step, then there will definitely be more and more funds flowing out of these core main lines to find other main lines that have more hype value and investment value, and can more easily condense market speculation."

Anyway, let's do it at this time.

It's better to keep the previous strategy, if there is a suitable opportunity at a high level in the intraday, reduce the position, and if there is a suitable opportunity to kill at a low level in the intraday, then make appropriate use of the reduced position to enhance the chips of the main line of 'big finance', don't worry, and maintain a normal mentality.

'Infrastructure' and 'military industry', the core main lines of the market, are even the establishment of adjustment platforms.

I'm afraid it will also fluctuate for a long time.

What we have is the opportunity to slowly adjust our positions and sort out the position structure. ”

"Hmm!" Li Meng nodded, there was no different opinion on Su Yu's investment strategy and trading strategy, but she pondered for a moment, when will the next main line of the market be formed, or before the line of 'big finance' comes out, there will be other main lines in the market that have first walked out of the continuous upward trend and siphoned market funds, there are still a lot of worries.

After all, before 'big finance' came out, there were other main lines that siphoned market funds in advance.

Then, the line of 'big finance', if you want to gather market attention and gather a huge flow of funds in a short period of time, it will be more difficult.

So, she pondered for a moment and couldn't help continuing: "Mr. Su, in today's market performance, the capital groups in the field have actually tried more than one direction, and the main areas of 'science and technology growth', 'big consumption', and 'big finance' once had traces of the convergence of main funds.

I'm thinking...... In fact, there are all these main line expectations.

If the macro policy benefits of the 'big finance' line come too late, and the funds first form a more consistent expectation in the main line areas of 'big consumption' and 'science and technology growth', then the funds withdrawn from the popular main lines of 'infrastructure' and 'military industry' will inevitably be siphoned by these two main line areas.

In this way, it is time for the line of 'big finance' to have the logic and opportunity to explode.

I am afraid that in the market, the amount of funds undertaken has also been greatly reduced, and it is difficult to lift this trillion-level main line, so as to produce a continuous money-making effect! ”

Su Yu responded with a smile: "This worry, there is no need at all, the main line of the market, it is not so easy to condense and create, the current time node, 'science and technology growth', 'big consumption', 'big finance' these three low-level core main line directions, only the main line direction of 'big finance', can have the expected rapid expansion, industry fundamentals rapid reversal signs."

The other two low-level main line areas, whether it is the main line of 'technological growth'.

Or the main line of 'big consumption'.

Despite future expectations, in the context of continued macroeconomic recovery, it is not bad.

However, the change in fundamentals, and the corresponding change in expectations, is not so rapid and relatively modest.

In this way, without the rapid change of expectations and the support of industry fundamentals, it is basically unrealistic for funds to speculate on these two main lines and vainly attempt to create these two main lines.

After all, there is no solid investment logic and hype logic to support it.

The simple concept of hype market cannot last for a long time, and continue to play upward trend space.

Therefore, we don't have to worry about the two main lines of the market, 'technological growth' and 'big consumption', in the subsequent market changes, to grab active funds in the market and restrict the outbreak of the main line of 'big finance', because there is no basic investment logic and speculation logic to support, then these two main lines are rootless trees,"

"I agree with what Mr. Su said." After listening to Su Yu's analysis, Zhang Guobing also nodded and said, "No matter how the market goes in the short term, with the fermentation of market sentiment and the change in the views of capital groups inside and outside the market, the market money-making effect of the main lines of 'infrastructure' and 'military industry' will definitely become weaker and weaker."

At the same time, there will be more and more funds that agree with the market to 'switch between high and low'.

And, on the whole, it is true that only the main line of 'big finance' has the expected momentum of the reversal of industry fundamentals and the full explosion of performance.

Regardless of how the market adjusts in the short term in terms of the overall market structure.

The final consensus expectation and the real breakthrough direction of the capital group will always turn to the main line of 'big finance'. ”

"I think so too." Zhao Lijun smiled and said.

Wang Can pondered for a moment and said: "After the decline of the core main lines of the 'infrastructure' and 'military industry' markets, the probability of the main line of the market changing to 'big finance' is naturally a high probability, but when will this line have the opportunity to break out?" ”

Liu Yuan thought for a while and responded: "This should depend on the market's macro monetary policy, when will there be signs of change, right?" I feel that there is no macro blockbuster stimulus, relying solely on the market's self-market trend adjustment, the line of 'big finance' is still difficult to quickly condense the emotions and expectations of market investors, and it is also difficult to make the vast number of capital groups inside and outside the market fully converge in this direction.

And before the market macro side appears to be a blockbuster positive.

I think that with the amount of funds of our institution, it is impossible to buck the trend and forcibly pull this main line out of the continuous money-making effect. ”

For the trillion-level market, the main line of the market broke out.

This can no longer be said that a certain main capital can be brought out by inducement and guidance, and it must still be coordinated by macroeconomic policies and the entire market to form a substantial joint force.

Just like the outbreak of the core main lines such as 'infrastructure' and 'military industry' in front.

If there is no strong expected support from the macro level, such as 'the road of the new era, the Maritime Silk Road', the reform and reorganization of central and state-owned enterprises, and the securitization of military assets, it is basically impossible for them to bring out this main line of market by relying on their institutions.

After all, there is no consistent expectation, and there is no market synergy.

A main fund, even if it is forcibly trayed, is difficult to attract other main funds to continue to undertake, let alone allow many similar institutions in the industry to continue to lift the sedan chair and further expand the continuous money-making effect on the main line.

"Hmm!" Su Yu heard Liu Yuan's answer and nodded, "Indeed, the line of 'big finance', when the market can break through in an all-round way and get out of the continuous outbreak of the market trend, it depends on the monetary policy on the macro level, and when there will be a significant reversal."

Of course, according to our analysis.

The change in monetary policy on the macro level should not take too long.

After all, next, the market will face the 11th National Day, followed by the key node of the last quarter of economic growth, and at the same time, the signs of external macroeconomic changes are also more obvious, and the global central banks in the Federal Reserve relaxed, postponing the pace of interest rate hikes, there are also obvious monetary policy change tendencies.

In this way, the central bank will definitely catch up quickly.

At most, within two months, the central bank will make a move.

And this point in time within two months happens to be the end of the third quarter of the market, and it is almost the time when the market begins to speculate on the performance forecast for the third quarter.

Analyze and consider from this direction.

The 'securities' sector, as the vanguard of the performance explosion, and the industry sector with direct income under the change of monetary policy.

Once the opportunity for the outbreak comes, the stock price of the corresponding securities company will definitely be the first to reverse.

Therefore, in the past two months, our main investment and trading purpose is not to increase the net profit, but to rationally adjust the structure of the position chips.

It is to seize the opportunity for the development of the main line of the follow-up market. ”

Hearing Su Yu's insights on the market, as well as his explanation of the current investment strategy and trading strategy, everyone in the trading room nodded their heads, indicating that they could understand.

With the internal Yuhang Investment Company, the main fund trading department has further clarified the follow-up investment plan and transaction plan.

In the evening, the peripheral market continued to rebound.

At the same time, in the continuous rebound, the large decline in the previous two days was fully recovered, so that the US stocks, which had been fluctuating at a high level, once again formed a relatively stable trend situation in the crumbling situation.

And when the external market trend, the formation of a reverse situation for the previous two days of decline.

The next day, the entire market also opened higher across the board under the influence of external market trends.

In particular, the core main line of the market, such as "infrastructure" and "military industry", was adjusted in yesterday's intraday and further diverged to the same level, and today it is a sharp rise, and many core stocks, as well as leading concept stocks, at the moment of opening, once again hit a new high for the rebound and a new high for the year.

Facing a fully open market.

The broad masses of investors inside and outside the market are once again in high spirits and have entered a white-hot phase of longing.

However, after such a high-opening market, after the time officially entered the continuous auction trading session, the extremely strong "infrastructure", "military industry" and other popular main line areas of the market, a number of core constituent stocks, as well as the concept of leading stocks, after a short burst of gains, fell into a sharp increase in selling, a steady stream of selling pressure, and the selling force is getting heavier and heavier, gradually exceeding the buying power undertaken.

And under the effect of this order volume can be gradually unbalanced.

The trend of these popular constituent stocks and concept leading stocks has been further reversed, and there has been a diving trend of rising and falling across the board.

And this time diving.

Compared with the diving trend in the market yesterday, it is more rapid and urgent, and the amount of energy released is also larger.

Then, in the case of these popular mainline stocks diving, the selling power continues to increase, the internal chip structure is further dispersed, and the market divergence is getting bigger and bigger.

Such as 'technology growth', 'big consumption', 'big finance' these low-level main line areas.

Once again, it was cared for and increased by many main funds in the market.

It's just like yesterday, these main funds pouring into the low-level main line areas of 'technology growth', 'big consumption' and 'big finance' still have huge differences in the direction of attack and the direction of increasing positions, so that these major main line areas, in the case of continuing to absorb the main funds, are still unable to get out of the continuous money-making effect, and cannot gather the market's more consistent emotional expectations and hype enthusiasm.

Eventually, the market rotation in the market sector accelerated.

The adjustment of popular main lines in the market such as 'infrastructure' and 'military industry' has also accelerated, and the divergence of the disk is expanding.

3 p.m. closing time.

In the case of no negative attack inside and outside the market, the Shanghai Composite Index opened nearly 0.75% higher, and finally closed down by nearly 1 point.

and stocks in the fields of 'technology growth', 'big consumption' and 'big finance'.

In today's market downward trend, it has strengthened, forming a red trend of a general small rise, which also makes the market's 'high and low switch' pattern further clear.

In the face of such a closing result and pattern of the market.

Inside and outside the market, countless investor groups, especially retail investors, are surprised and confused.

You didn't expect today's market trend to be like this, and at the same time, you can't figure it out......

Obviously, yesterday's 'infrastructure', 'military industry' and other core market areas of stocks, has completed the intraday adjustment, re-formed the consistency of sentiment and funds, why today in the peripheral market and news without any negative situation, but fell sharply?

"Damn, today's market trend is simply toxic, right?"

In the hearts of the majority of retail investors, and indignant, feel that the main capital group in the market that dominates the market trend is simply sick, when smashing the market for no reason, gathered in the retail investor group on the online stock discussion platform, some people scolded the mother in their hearts: "What's the matter, some of the main forces without a pattern, regardless of the weather or rain, are smashed, it is simply sick, such a good market sentiment atmosphere, do not go up, I don't know what these guys are thinking?" (End of chapter)