However, in the midst of a generally high open market situation.

Yesterday's intraday adjustment, by a lot of large funds to sell the impact of the "infrastructure", "military" and other popular main lines of the market, but is significantly weaker than the market, its related hot stocks, and its concept of leading stocks, are or flat open, or low open, disk selling pressure, is still not small.

Of course, even if the selling pressure on the disk is not small.

However, there was no panic selling.

This shows that the overall investment sentiment in the market is still relatively good.

In the face of such an opening situation in the market, although the index and most of the stocks in the two cities opened high, for the core main lines of the market such as concentrated positions in 'infrastructure' and 'military industry', as well as many capital groups who speculated around the main lines of market concepts such as 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises', this opening situation was obviously less than expected.

At the same time, seeing that the opening performance of the main lines such as 'science and technology growth', 'big consumption' and 'big finance' is much stronger than the main lines of the market such as 'infrastructure' and 'military industry', more and more investors inside and outside the market have begun to realize that there may be a 'high and low switch' market trend in the market.

So, after the official opening of the market.

More and more funds began to abandon the core stocks of the market such as 'infrastructure' and 'military industry', and further converged to the main lines of low-level 'science and technology growth', 'big consumption' and 'big finance', which also caused the corresponding individual stocks of the popular main lines of the market such as 'infrastructure' and 'military industry', which further put pressure on them.

This situation is changing.

At 9:35 a.m., it was only 5 minutes before the official opening of trading.

In the hot main areas of the market such as 'infrastructure' and 'military industry', a number of popular stocks and concept leading stocks have exploded and fallen rapidly.

And the rapid downward trend of these popular stocks.

It also dragged down the index in an instant, so that when the Shanghai Composite Index opened, it only briefly rushed up for 1 minute, and then turned around in an instant, swallowing up all the gains that opened high, and the lightning fell underwater.

", it's a lot of energy, there's nothing negative, why are the core mainline stocks of the market, 'infrastructure' and 'military industry', so fierce as soon as they open?"

In the face of the rapid changes in the market, investors gathered on the online stock discussion platform sighed.

"Funds are flowing into some main lines and concept plates at low levels!"

"I feel that in the market trend, the trend of switching between high and low is obvious!"

"Today should be a day when low-level stocks make up for the rise, and the hot main lines of the market, such as 'infrastructure' and 'military industry', continue to adjust, right?"

"What's the deal, the ticket I chased at the high opening yesterday has already lost almost 10 points, is this for me to cut my meat? To cut or not to cut? ”

"Hey, the main funds feel like they are quickly escaping from the hot main lines such as 'infrastructure' and 'military industry'."

"With such a fierce amount of energy, is Mr. Su smashing?"

"Probably not, it feels like I didn't eat meat when I chased it in yesterday, but lost a lot of short-term funds and smashed it."

"Hey, let's sell some of it first, I feel that the hot main lines of the 'infrastructure' and 'military industry' markets have clearly entered the adjustment stage."

"However, the main line of low-level 'science and technology growth', 'big consumption' and 'big finance' has obviously not formed a concerted force of funds, and I feel that the choice of funds in the low-level main line is still very different, and the risk of intervening in these low-level main lines at this time is also not small!"

"Hey, it feels like a mess."

"Indeed, all sectors are chaotic, and the funds in the market are extremely different."

"But the logic of making up for the rise at a low level should be correct, right?"

"A lot of tickets have already been added yesterday, right? At this time...... If you come out with core main line chips such as 'infrastructure' and 'military industry', and chase some concept stocks that have risen at a low level, you will feel that you will be slapped in the face back and forth. ”

"The point is, it's a loss to take it!"

"Out of the 'infrastructure', 'military industry' and other mainline core stock chips, I don't know what to buy when I go out."

"Indeed, I still choose to lie down and pretend to be dead in the main line fields such as 'infrastructure' and 'military industry', waiting for the market to fluctuate, and waiting for the main force to wash the plate."

"It shouldn't be deep, right?"

"It's hard to say, the hot main lines of the 'infrastructure' and 'military industry' are really ruthless today."

", Huaguo MCC can kill 5 points."

"Tianshan Cement, Northern Xinjiang Jiaotong Construction, can still kill 7 points."

"Damn, I'm lying down, the main force is really ruthless, and it's completely unnecessary to sell it at this time."

"The line of 'science and technology growth' is pulling very fast, LeTV and Huayi Brothers, both of which have risen by more than 3% against the trend, and the branch line of 'film and television media' will not make a comeback, right?"

"Don't look at the current rise, it's true that there is continuity."

"There should be, right? The two checks of LeTV and Huayi Brothers have also been adjusted for a long time. ”

"Look again, look again...... I don't believe in the line of 'technological growth', which can come out at this time? ”

"All kinds of funds are indeed flowing into the concept of low-level main line, but in the choice of direction, the difference is indeed quite big."

"To make up for the over-falling stocks, there should still be a winning rate today, right?"

"At present, looking at the trend of the market, it is indeed possible to make up for the low level of over-falling stocks, but I don't know if the follow-up market will change!"

"Whatever, let's do LeTV first."

"As long as the market switches from high to bottom, and the Shanghai Index adjusts, most of the GEM index will rush out, right? And as long as the GEM index can rise, then the core constituent stocks of the GEM will definitely be able to rise, and it is likely that it will not be wrong to buy this check at this time. ”

"I'll also do a hand Huayi brother to verify this logic."

"I first hold the check of Shanghai Construction Engineering and then take a look, I always feel that ...... the core main lines of the 'infrastructure' and 'military industry' markets, there is still a market that has not been finished."

"No one said that the core main lines of the 'infrastructure' and 'military industry' markets have come to an end."

"Everyone agrees that these major main lines of the market will definitely continue to develop upward, that is, the current adjustment...... It should be difficult to avoid, after all, the core main line of these major markets has skyrocketed continuously for such a long time, and the accumulation of profit disks in the field is already quite heavy. ”

"It makes sense, but the other main lines don't have the joint force of funds and a strong expected effect!"

"According to the market trend of the previous two trading days, I feel that it is definitely a pit to chase the low-level mainline hot stocks at this time."

"Let's see, the market will tell us the answer."

In the midst of a heated discussion......

Before you know it, the market trading time has entered around 10 o'clock in the morning.

In terms of the market performance of the two cities, the hot main lines of the market such as 'infrastructure' and 'military industry', as well as the corresponding popular concept stocks, are now in a relatively low underwater position in the intraday after the rapid explosion of the initial stage of the market, and the decline is no longer expanding.

As a popular main line in the market, it is the main line of the low level that makes up for the rise, and its related concept plates.

In the process of pulling upward, the disk bears the force, but it is obviously getting weaker and weaker when it cannot form a consistent resultant force.

In particular, the main line of 'technological growth'.

Its related 'smart phone industry chain', 'Internet software', 'film and television media' and other sector stocks, as well as the plate concept index, in the process of rising, after a short wave of volume, fell into the shock mode of rushing up and down, and continued to bury a number of intraday chasing funds.

Seeing that the market is still unable to form a more consistent 'high and low switch' market.

At this time, in the magic capital, within the Yinghui Fund Company, in the trading room of the 'Yinghui No. 2' fund, Shao Xiaoyun, the fund manager who has adjusted and gathered the main positions of the fund in advance in the direction of 'science and technology growth', sighed helplessly and said: "Damn, this group of funds in the field is really headless flies, blindly bumping, obviously the line of 'science and technology growth' is the most fully adjusted, and the expectation is relatively strong. Under the impact of profit-making disks, the popular main lines of the military industry have simply played out the space in the short term, but they have never been able to form a joint force. ”

Sitting beside Shao Xiaoyun, Liu Changling, as the leader of the trading team, also replied helplessly: "The market is too divided, and I feel that without further stimulation from the macro news, it is difficult to naturally form a joint force." ”

"The point is that there is a big disagreement, but there is nothing." Shao Xiaoyun said, "The main part of the funds in the market that is switching at a low level, if it has not been able to pull out a core main line that everyone can agree with, open up the market situation, and further condense market funds and emotions to converge on the low main line."

Then, it is foreseeable that a lot of funds will not be right after seeing the situation.

It will also return to the hot main lines of the market, such as 'infrastructure' and 'military industry'.

That's not good for us at all!

After all, once the funds of all parties in the market continue to flow back to the hot main lines of the market such as 'infrastructure' and 'military industry', then these low-level main line concepts that have just improved a little bit will usher in another wave of obvious blood pumping effect, and the funds in the market may be further siphoned. ”

Liu Changling bowed slightly, and said helplessly: "This is a foreseeable thing, but unfortunately the amount of funds in our fund is too small, and at the same time, it does not have the market influence of the institution of 'Yuhang Department', which cannot drive the market investor sentiment alone, and forcefully play the space and money-making effect of the line of 'technological growth', so as to stimulate the capital and speculation of the entire market to converge here, and can only passively follow the market trend." ”

"Hey......" Shao Xiaoyun frowned and sighed.

And at this time, at the same moment.

In the main fund trading room next door between the two of them.

As the fund manager of the 'Yinghui No. 1' fund, Liu Guanhai stared at the two markets, his brows were also furrowed, and he didn't speak for a long time.

It is different from the 'high and low switch' low rebalancing strategy of the 'Yinghui No. 2' fund.

At the current stage, the main holding chips of the 'Yinghui No. 1' fund are still converging on the core hot main lines of the market such as 'infrastructure' and 'military industry'.

After all, Liu Guanhai was clever in predicting the market trend before.

In the market trend in June, he stepped on the wrong market rhythm back and forth, and was slapped in the face by the market back and forth, resulting in a crazy drawdown of the net value of the fund.

So, after this lesson.

He no longer takes the initiative to predict the market situation, but is only willing to passively follow the market trend to hold positions and make trading opportunities on the right side.

And it is because of his persistence during this period of time and not being moved by the market shock trend that he has reaped a large amount of profits in the continuous surge of the popular main lines of the "infrastructure" and "military industry" markets, and has made the fund products that were originally subject to a sharp drawdown return to the position of a new high in net worth.

"Mr. Liu, what's wrong?"

Feeling that Liu Guanhai's expression was different, Yu Lei, as the head of the fund trading team, couldn't help asking.

Liu Guanhai glanced up at Yu Lei, came back to his senses, and responded: "I feel that the market does have some traces of the 'high and low switching' trend, and at the same time, looking at the stock price trend of core stocks and concept leading stocks in the hot main line areas of the market such as 'infrastructure' and 'military industry' in the past few days, as well as the market performance, there are indeed a lot of main funds, which continue to sell and take profit."

Such a trend pattern, as well as the performance of the disk.

I'm worried that once the market forms a 'high and low switch' market trend, then the funds in the core main line areas of the 'infrastructure' and 'military industry' markets will further flow out, undertaking and snapping up some low-level main line chips!

If the market changes according to this trend, if we do not adjust our positions in time to respond, it is very likely that we will lose the opportunity of the market again, and may encounter a relatively large drawdown, and at the same time embark on the development of the new main line market.

But I'm worried that after we adjust our positions and change our investment strategy, all kinds of funds in the market will be on these main lines at a low level.

There has been no unanimous expectation and financial synergy.

As a result, the low-level main line could not come out, and then all kinds of funds returned to the popular main lines of 'infrastructure' and 'military industry', which further pushed up the stock prices of these main lines.

In this way, we will also lose our chips and go short.

Thinking of the changes in the meantime, it is always difficult to make a choice in my heart, all ...... Somewhat distressed. ”

After listening to Liu Guanhai's words, Yu Lei pondered for a moment and said: "We have suffered this kind of loss many times before, my suggestion is that we still still do not move, and then take a look at the subsequent changes in the market.

At the same time, it is true that the funds of all parties have not formed a concerted force in the same direction.

To talk about the areas with the strongest financial synergy.

There is no doubt that at this time, it is still the hot main line areas of the 'infrastructure' and 'military industry' markets.

In this way, as long as there has been no obvious change in the area of the strongest synergy of funds, and there is no sign of continuous money-making effect and capital synergy in other low-level main lines, and there is no obvious right-hand opportunity, then I think ...... We should stick to our previous strategy, and no matter how volatile the market is, we just don't move. ”

"Okay!" Liu Guanhai actually hesitated in his heart, but in general, he still preferred the strategy that Yu Lei said, his face improved slightly, his eyes became obviously brighter, and he said with a smile, "Then let's hold a position and wait a little longer, and see how the market will go next and how it will change." ”

After speaking, Liu Guanhai once again cast his eyes on the big screen of the trading room.

Continue to focus on the subsequent changes in the market.

I saw it in his observations......

With the passage of time in the market, when the low-level main lines of 'technology growth', 'big consumption' and 'big finance' have never been able to play a high level of intraday space, nor can they unite the main funds inside and outside the market, let alone attract a large number of retail investors who follow the trend to follow the market in one direction.

When the trading time travels to close to 11 o'clock in the morning.

Originally, at the beginning of the session, a large number of funds were strongly sold, and the main line of popular stocks such as "infrastructure" and "military industry" that fell underwater in a straight line rebounded strongly and quickly recovered the intraday decline set in early trading.

Moreover, the main capital groups of the two cities have begun to return from a number of low-level main line areas and related core concept stocks that cannot play the situation and height on a large scale to core stocks and concept leading stocks in popular main line areas such as "infrastructure" and "military industry"!