"Hey, in the past few days, I've really been harvested back and forth by the main force." Someone followed with emotion, "Take the loss, cut the rise, chase and fall, I feel that no matter what I do, it is the same as wrong." ”

"Yes, chasing the popular main lines of the market such as 'infrastructure' and 'military industry' were killed, and the concept of buying a low-level main line was also killed."

"The main reason is that the rotation of market plates has accelerated significantly."

"It's not just speeding up, it's almost unsustainable, although today's disk, it seems that the low-level main lines such as 'technology growth', 'big consumption', and 'big finance' have strengthened, and there are signs of large capital undertaking, but believe it or not, the hot stocks in these main line areas tomorrow are still not at a premium."

"Agreed, I feel that at this time, the market kills short-term funds!"

"The main force is shaking and shaking, and it will definitely kill short-term funds, if you want me to say...... At this time, either hold a position and wait for the main force to shock, or wait for the market consolidation to end before intervening. ”

"It makes sense, this kind of back-and-forth shock, extremely fierce market trend, it is better to lie down than to move blindly."

"Today's 'infrastructure', 'military industry', the main line of the market, has been further expanded, I feel that the main funds of the position have come out a lot, I don't know if there is a risk of continuous adjustment?"

"For the hot main lines of 'infrastructure' and 'military industry' in the market, there are a lot of funds that want to be raised at a low level, and I don't feel like I need to worry too much at present."

"Indeed, if tomorrow's 'infrastructure' and 'military industry' are the core stocks of the main lines can be killed in early trading, I will definitely increase my position and intervene, I believe ...... There must be a lot of investors who have similar ideas to me on and off the market, and these core core stocks of the core line are scarce chips in the long run, so you can hold them with peace of mind and don't have to worry about them at all. ”

"Haha, I also feel that the adjustment of these core main lines will definitely not be deep."

"The amount can be further amplified, not a bad thing, the key is to see the impact of the disk, 'infrastructure', 'military industry', the core main line of the market, although it fell today, but to be honest...... The undertaking effect of the disk is obviously not weak, and the big money is obviously still taking care of and undertaking this field. ”

"At the same time, it can be seen that the main lines of 'scientific and technological growth', 'big consumption', and 'big finance', the internal differences of funds are still very large."

"Haha, agree, at least for now, the low-level main line areas of 'science and technology growth', 'big consumption' and 'big finance' have not yet gathered enough money-making effect and corresponding capital to follow the trend.

"Looking at the changes in the turnover of the two cities, it is obvious that over-the-counter funds are still continuing to enter the market and increase their positions."

"As long as there is the intervention of over-the-counter incremental funds, then there is no need to worry that the market will end here."

"As long as the balance of the two financial institutions is still increasing, and the market turnover is still at a high level, then the undertaking effect of the market will not be weak at all."

"Today's market trend is a benign pullback, a technical pullback."

"I think it's okay to continue to increase positions on dips."

"Looking at the monthly trend, the entire market, as well as the core market lines such as 'infrastructure' and 'military industry', have just come out of the trend, right?"

"Judging from the monthly line, the market has only reached the foot of the mountain, and it has not yet begun to climb the main rise."

"I also feel that the market is still at the foot of the mountain."

"Anyway, at this time, you can't be pessimistic."

"Whether it is a weekly line or a monthly line, the main lines of the market of 'infrastructure' and 'military industry' are already in front of the changes in the market, and there is a high probability that it will obviously rise in the future, and know this general direction...... It is understood that the strategy of increasing positions on dips has a great winning rate. ”

"In any case, at present, there is no other core main line in the market, which can replace the core main lines of the 'infrastructure' and 'military industry' in the market."

"Look at it, the funds that went out today will definitely continue to return to the core main lines of the 'infrastructure' and 'military industry' markets in the future."

"I don't believe that the lines of 'technological growth', 'big consumption', and 'big finance' can come out."

"The funds of these main lines cannot form a consistent joint force, how can they come out? But that's it...... An over-falling rebound market. ”

"Anyway, I won't follow these so-called low-level main lines."

"I want to firmly hold the two main line stocks of 'infrastructure' and 'military industry', or that sentence, if I don't see the seat of Mr. Su's 'wealth road' and sell it on a large scale on the dragon and tiger list, I will not reduce my position and retreat, and as long as there is a low point, there is no doubt about it...... I will continue to increase my position. ”

"At this stage, I will not reduce my position, I don't believe that during this time, so many new 'big infrastructure' strategic funds have been issued in the market, so many funds do not take advantage of this opportunity to increase their positions in 'infrastructure' and 'military industry' stocks?"

"It's normal for someone to sell and someone to buy."

"The main lines of the 'infrastructure' and 'military industry' markets have risen for a lot of time, in fact, it is understandable to adjust."

"Well, I also think a sideways correction is understandable."

"Regardless of whether it is adjusted or not, anyway, at this time, it is impossible for me to hand over the chips, the main force can shake the position casually, and it can shake me out, which is considered the main bull."

"Hehe, you can use some funds to do T, I feel that I have been doing T very well recently."

"Although the core main lines of the 'infrastructure' and 'military industry' markets are currently showing signs of sideways adjustment, and the overall turnover rate is increasing, the effect of low-level undertaking is strong, and it is not allowed when this sideways adjustment will end, but it is not worth it at all."

"It makes sense, then it's better to hold the position and just play dead."

"I don't know what's on the Dragon and Tiger list today?"

"I guess not much has changed, right? One thing is for sure...... Mr. Su's 'Wealth Road' will definitely not appear! ”

"Mr. Su's 'Wealth Road' is most likely still locking up, I mainly want to see the movement of the community, and I feel that there should be a lot of chips sold by the community today."

"I think it'...... too"

In the midst of heated discussions.

At around 5:30 p.m., the list of dragons and tigers in the two cities was refreshed.

I saw that in the attention of countless investors in the entire market, there are a total of 46 stocks on the list in the two cities, among them, the main line of the "infrastructure" and "military industry" industries, as well as the "Eurasian Economic Belt", "New Era Road, Maritime Silk Road", "Reform and Reorganization of Central Enterprises and State-owned Enterprises" and other major market concepts as the core logic of the concept of stocks, still occupy more than half of the stocks on the list.

Among them, a number of popular concept stocks such as 'Chengfei Technology, Shanghai Construction Engineering, China Airlines Hi-Tech, China Airlines Heavy Machinery, Hongdu Aviation, and Aerospace Development ......' are all on the list.

And according to the data of the Dragon and Tiger List disclosed by these popular concept stocks.

The main capital seats in the market are still active, and the enthusiasm for undertaking is still high.

The main selling seats, the largest and largest amount of selling, as everyone speculated, are the community in the general take-profit selling.

Of course, at the time when many institutions take profit and sell.

At the same time, there are also many major capital institutions inside and outside the market, in the large-scale purchase, continue to undertake and compete for the 'infrastructure', 'military' and other core market areas of the bargaining chips.

"Institutional seats, on the Dragon and Tiger list for a few days, are in net selling, a lot!"

After seeing the release of the data of the market dragon and tiger list, within the magic capital, Zexi Investment Company, and in the main fund trading room, Zhou Kan sighed with emotion: "Boss, does this mean that the ideas and expectations of large capital groups on the hot core main lines of the market such as 'infrastructure' and 'military industry' are becoming more and more common?" ”

Xu Shen carefully browsed the data of the market's dragon and tiger list, pondered for a moment, and responded: "That's almost the case, many institutional groups should be able to see the main lines of the popular market of 'infrastructure' and 'military industry'...... Judging from the data of the Dragon and Tiger List, the funds for profit and profit have increased significantly.

And the funds for profit-taking have increased significantly......

It will further suppress the upward trend of the popular main lines of the market such as 'infrastructure' and 'military industry'.

However, there are many institutions that sell, and there are many institutions that buy.

Recently, there have been a lot of new fund products in the market.

For these newly issued fund products, the current general position is insufficient, and there is a strong willingness to enter the market and increase the position.

However, in the current market situation, judging from the current situation, these new funds entering the market, if they want to increase their positions, they can choose the main direction, it seems that there is no other choice except for the main line sectors that have gone out of the trend and have a strong continuous money-making effect.

After all, at the current stage, whether it is the two low-level main line sectors of 'technology growth' and 'big consumption', or the main line of 'big finance', there is no obvious gathering of investment sentiment and continuous money-making effect, and the institutional groups, in terms of investment choices and investment strategy formulation, usually follow the market trend.

So, all things considered......

The two main lines of the market 'infrastructure' and 'military industry', as well as a series of conceptual plates that are currently hyped around the main lines of several major market concepts such as the 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises', are under pressure, support, heavy profits, and strong incremental funds.

And in this situation.

'Infrastructure' and 'military industry', which are the hot main lines of the market, will not adjust the amplitude too drasticly.

Adjust the depth, it won't be too deep.

I estimate that for a period of time, most of these popular main lines will maintain a trend of stagflation, and there will be many sideways shocks to digest profits.

Of course, if it is the other low main line of the market.

For example, in the areas of 'science and technology growth', 'big consumption' and 'big finance', a certain main line has been stimulated by the blockbuster positive macro news, forming a relatively strong and consistent long expectation, and playing a continuous money-making effect, so that the market has formed a substantial trend of 'high and low switching' in the core main line market.

Then, the 'infrastructure' and 'military industry' are several popular main lines at a relatively high level in the market.

I am afraid that in the case of not being able to open the situation for a long time and the money-making effect is gradually declining, many of the main funds deposited in it will further flee, so that these main lines will continue to lose blood, and then there is a high probability of repeating the disk trend of the main line of 'technological growth' in the past few months.

However, if the index can safely break through 3,000 points, it will form a comprehensive breakthrough.

And the market's 'bull market expectations' are getting stronger and stronger.

In other words, the bull market has been confirmed, and it has been unanimously recognized by the majority of investor groups inside and outside the market.

The market investment sentiment and investment confidence have further skyrocketed, and at the same time, the market volume and energy, as well as the balance of the two financial institutions, can also go to a higher level, to 600 billion, or more than 700 billion energy.

Then, the main line rotation effect of the market may gradually disappear.

The comprehensive general rise market will come quickly with the support of quantitative energy.

When the time comes, it is not impossible for the core main lines of 'infrastructure', 'military industry', 'big consumption', 'scientific and technological growth', and 'big finance' to soar together.

However, this is the most optimistic kind of expectation.

At present, there is no such trace in the market trend.

Therefore, we can speculate and analyze according to the most optimistic expectations, but in the implementation of specific trading strategies and investment strategies, we still have to respect the actual market trend and follow the changes in the market pattern and trend to make final decisions. ”

"Hmm!" Zhou Kan heard Xu Shen's analysis, nodded, and said with a smile, "No matter how the market moves next, we should still be fine with the implementation of the trading strategy formulated before." ”

As long as the "infrastructure" and "military industry" are the hot main lines of the market, the adjustment is determined, and the traces of adjustment are getting heavier and heavier.

Then, the gradual deleveraging strategy they developed is right.

In terms of position adjustment strategy, although the current direction of 'big finance', like the direction of 'technology growth' and 'big consumption', has not formed the consensus expectation of the main funds, nor has there been a consistent joint force of the main funds in the market, as well as the blockbuster positive resonance of the news.

However, this does not mean that they are rebalancing in the wrong direction.

At least for now, the market is in the 'infrastructure', 'military' hot main line of sideways adjustment.

It is a fact that the line of 'big finance' continues to absorb the inflow of major funds.

The follow-up market situation will further change, and the probability of the main line of the market being 'high and low switching', such as the line of 'big finance', and the probability of a concentrated breakthrough still exists.

Since the market trend and the pattern change, there is no separation from their investment strategy and trading strategy.

The only thing left is to continue to execute and wait for further changes in market conditions and patterns.

And when the two discussed the data of the market dragon and tiger list, and further examined the previous investment strategy and trading strategy.

Inside and outside the market, other institutional groups, as well as the main group of investors, are constantly revising their investment strategies and trading strategies while reviewing market data.

It's in the midst of this emotional evolution.

In the evening, the external market continued to rise, which further stimulated the bullish sentiment of the domestic market.

Subsequently, under the continuous stimulation of the peripheral market and the more or less general good news on the news side, the next day, the two markets once again generally opened higher in the call auction stage. (End of chapter)