"The 'military' mainline sector index has reached a new high."

Seeing the entire "military industry" main line field, set off a tide of price limits, and at the same time, the main line field of "big infrastructure" is also rising in an all-round way, at this moment, the magic capital, Yinghui Fund Company, "Yinghui No. 1" main fund trading room, the trading team leader Yu Lei said excitedly: "It seems that the two main lines of 'infrastructure' and 'military industry' have been induced by the continuous unexpected rise of the check of 'Blue Stone Heavy Equipment', and the second wave of the main rising market is likely to begin." ”

Liu Guanhai, who was standing next to Yu Lei, laughed and said: "The market trend of the check of 'Blue Stone Reloading' really exceeds market expectations. ”

"yes!" Yu Lei said with emotion, "It's just shocking everyone." ”

Liu Guanhai paused and continued: "It's still early on that we stuck to the original investment strategy, and we didn't take the liberty of 'switching between high and low', otherwise we would ...... at this moment. I'm afraid I'll be blind. ”

The market as a whole is in an upward trend.

Once you lose your main chips, it's usually hard to get them back.

For example, I have seen the two main lines of 'military industry' and 'infrastructure', as well as a number of conceptual plates hyped around the core concepts of 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises', which continue to fluctuate and adjust, so they have chosen to take profits and take profits, and a large number of capital groups have flowed into the main line of low-level 'big finance', 'big consumption' and 'science and technology growth'.

At this time, it hit a new high in the main line of 'military industry' and once again showed a breakthrough trend.

At the same time, the main line of 'infrastructure', as well as the core concept theme plates such as 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises', have all picked up and continued to attack explosively, following the breakthrough trend of the main line of 'military industry'.

These groups of funds that left the market early.

At this moment, it is impossible to return to these core main lines and get back the chips sold before without loss.

"yes!" Yu Lei said with a smile, "This round of shocks that lasted for more than a month, now looking back, it is obvious that it is another round of the process of main capital washing, and now the two main lines of 'military industry' and 'infrastructure', as well as around the 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', 'Reform and Reorganization of Central Enterprises and State-owned Enterprises' and other conceptual themes of many concept leading stocks, the internal chip structure, I am afraid that it has been adjusted." ”

"Hmm!" Liu Guanhai said, "According to the chip structure of many popular stocks, the holding costs of its internal shareholding investors, it is obvious that after more than a month of market shocks, it has been concentrated in the core range of recent shocks, that is, a lot of profit-making funds that have been involved before have indeed come out.

When the holding cost of each popular stock rises across the board.

The chip structure is re-condensed.

As long as the two main lines of 'infrastructure' and 'military industry', as well as the macro policy directions of 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises', there is no change, and the future expectations and speculation basic logic of the corresponding core stocks are there.

Then, these main lines obviously have the motivation to continue to rise and hype.

What's more, the strong money-making effect and the extreme hype space of the 'Blue Stone Reload' check have given the core stocks of the entire market a chance to revalue.

After the 'Blue Stone Reloaded' this check moves.

The funds of all parties in the market suddenly realized that the stock price could still be so speculated, the investment sentiment and speculation in the market, it was so hot, and everyone's ability to follow the trend was so high.

In other words......

After the excitement of the 'Blue Stone Reload' check.

At this moment, the ecological structure of the entire market should have changed.

Whether it is the risk appetite of the main funds such as the floating capital group and the institutional group, or the risk appetite of the retail investor group, it has been rising rapidly.

Risk appetite has risen sharply across the market.

Naturally, this will quickly push up valuations across the market.

Obviously, under the logic of increasing risk appetite and rising valuations in the entire market, as a market, the capital unanimous synergy effect is the largest, the investor group follows the trend effect is the most serious, and the money-making effect is the hottest, and the future expectation is also the strongest "infrastructure", "military" industry main line, as well as the "Eurasian Economic Belt", "the new era on the road, the Maritime Silk Road", The main line of conceptual themes such as the reform and reorganization of central enterprises and state-owned enterprises will definitely be the first area for the main funds of all parties to attack and rise, and these popular main lines will continue to become the leader of the market. ”

"Agreed!" Yu Lei bowed slightly, "In fact, the market trend at the moment has gradually become clear, and everyone can see that the funds are fully concentrated in the hot main line areas of the market such as 'infrastructure' and 'military industry', and the new direction of the market has basically come out."

That is, the so-called 'high and low switching' is a false proposition.

It is really suitable for the market trend, and it is also the truth of the market, or 'the strong are always strong'! ”

"Haha...... That's right. Liu Guanhai laughed, "The bear market will close when it is good, and the shock market will not be greedy or robbed, and the bull market will ...... The best strategy is to cover stocks. ”

"Hmm!" Yu Lei continued to nodded, his eyes were still staring at the two markets, observing the changes in the volume and energy of the two markets, and said with a smile, "The outbreak of this round of the main rising market, the Shanghai Composite Index broke through 3,000 points, basically there is no suspense, right?" ”

Such a strong market sentiment and hype sentiment assist.

Yu Lei feels that under the continuous rise and change of the two core main lines of 'infrastructure' and 'military industry'.

The Shanghai Composite Index is at 3,000 points, which should be at hand.

Moreover, according to the current market sentiment and changes in investment confidence, everyone's expectations for the Shanghai index to hit 3,000 points are also quite high.

The so-called time, place, and people are all available.

At this time, if the Shanghai Composite Index cannot break through 3,000 points...... Then he really doesn't know under what circumstances can he break through?

Liu Guanhai pondered for a moment and responded: "It stands to reason that as long as the check of 'Blue Stone Reloading' can continue to hit the height space of the two boards upwards, slightly intensify the investment sentiment and speculation of the market, and push the investment risk awareness of the two cities a little higher."

Then, there is basically no difficulty for the Shanghai Composite Index to break through 3,000 points.

After all, the capacity of the two cities is now about to reach 500 billion.

The amount of 500 billion can be expressed!

This amount of energy performance, basically has been equivalent to the 07 years of the bull market hot stage of the amount of energy, under the support of this amount of energy, as long as the market does not suddenly hit the blockbuster, take 3000 points, there is no pressure at all, at the same time, after the market in 3000 points below the shock adjustment for more than a month.

The heavy profits in the popular main lines such as 'infrastructure' and 'military industry' have been significantly reduced.

After the readjustment of the chip structure and the obvious increase in the cost of internal holdings.

The pressure of 3,000 points of deposited chips has also been greatly reduced, and it is breaking through at this time...... It should be much easier than it was a little more than a month ago. ”

"As long as the Shanghai Composite Index breaks through 3,000 points steadily, the expectation of a bull market should be fully formed." Yu Lei laughed and continued, "When the time comes, the entire market, all the main line sectors, and all stocks should all benefit, right?" After all, once the investor group of the entire market has formed a consistent 'bull market expectation'.

Then, it is time for the valuation level of the entire stock market, as well as risk appetite, to increase significantly.

When the valuation level of the entire stock market is rising.

Naturally, all stocks will usher in a sharp rise.

And obviously, I feel that this stage is very close to us, at least the current market investment sentiment, investment confidence and risk awareness appetite are not much different from the bull market stage. ”

"It's nature!" Liu Guanhai nodded, "I just hope that the core stocks of 'military industry' and 'infrastructure' held by our fund can rise far beyond the market, and come out of a wave of market trends that are more profitable than the first round of main rises, so ...... We will be able to fully make up for the operational mistakes made in June. ”

Yu Lei smiled and said: "There should be no problem, thanks to our firm holdings and continuous increase in positions in the last quarter, the current net value performance of our 'Yinghui No. 1' fund products has returned to the first place in our institution, and the net value of the 'Yinghui No. 2' fund has lagged behind us in the past two days." ”

As the two of them discussed excitedly and excitedly.

With the sharp rise of the main lines of 'infrastructure' and 'military industry', the net value performance of the 'Yinghui No. 1' fund under the leadership of the two has once again refreshed the recent high and the annual high.

At the same moment, it was in the 'Yinghui No. 2' fund product trading room next to the two.

Shao Xiaoyun, the fund manager of the 'Yinghui No. 2' fund, is frowning at the moment, and his mentality is almost bursting.

After their funds significantly reduced their positions in core mainline chips such as 'infrastructure' and 'military industry'.

At this time, not only did it perfectly short the market, but it also adjusted its position into the main line of "technology growth", and the main capital is still flowing out sharply, and its core constituent stocks are still continuing to adjust downward.

In other words, in the case of a sharp rise in the index, the money-making effect of the whole market is becoming more and more popular.

Not only is their fund not profitable, it's losing money.

This is difficult for Shao Xiaoyun to accept.

"Hey, I really didn't expect that the idea of 'high and low switching' in the market will not work at all." Shao Xiaoyun said helplessly, "Under the continuous capital divergence of the core main lines of 'scientific and technological growth', 'big finance' and 'big consumption', the main capital groups in the field have returned to the main line fields such as 'infrastructure' and 'military industry', and returned to the market trend of 'strong Hengqiang'."

Our previous rebalancing was done according to the idea of 'high and low switching'.

What a mistake.

It doesn't take into account the divergence and sentiment of the market itself, the hype effect, and the difficulty of making money. ”

Seeing Shao Xiaoyun's rather remorseful look, he sat next to Shao Xiaoyun, kept silent and did not speak, and his eyes were seriously staring at Liu Changling, the trading team leader of the trading board of the two cities, replied: "Actually, I think we are not wrong to choose the idea of 'high and low switching', but the funds have not been able to form a joint force on the low main line, we didn't think of it in advance, of course...... It is also the current macro news, there is no 'scientific and technological growth', 'big consumption', and 'big finance' in the direction of the low main line of the blockbuster and timely stimulus.

This further induces hype in these low-level mainline areas.

Otherwise, the main capital group in the market will not be helpless to turn around and return to the high-level main lines of 'infrastructure' and 'military industry' to continue to speculate.

In other words......

I think that the main funds are once again converging on the main lines of 'infrastructure' and 'military industry'.

It's just a matter of desperation.

After all, at present, on the core main lines of the major markets of 'infrastructure' and 'military industry', there is also the stock of 'Bluestone Heavy Equipment' that continues to open up the speculation space and speculation height, and continues to stimulate the hype sentiment and capital follow-up effect of these core main lines, guiding the capital group to continue to gather to these popular main lines to undertake speculation.

The other main areas are still significantly inferior in terms of emotion.

However, I think that the check of "Blue Stone Reloading" is only temporary and temporary for the stimulation of the hot main lines of the "infrastructure" and "military industry" markets, and will not make these core main lines out of the continuous main rise in the previous quarter, after all, this check induces only a temporary change in sentiment, not an expected enhancement and further change in fundamentals. ”

Shao Xiaoyun listened to Liu Changling's words, pondered for a moment, and responded: "So, do you think that we are following the idea of 'high and low switching', in fact, there is nothing wrong, and you also think that the core main lines of the major markets of 'infrastructure' and 'military industry' are only rebounding at present, not a breakthrough?" ”

"Hmm!" Liu Changling nodded and continued, "Judging from the expected direction, the current core expectations of 'infrastructure' and 'military industry' have actually been almost fulfilled in the continuous rise in the recent quarter, although under the macroeconomic policy and strategic guidelines of 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises', these two main lines still have no strong imagination space for the future."

But at the current point in time.

Among them, the short-term expectation difference intensity space is significantly lower than that of the main lines of 'technology growth', 'big consumption' and 'big finance'.

There is not enough room for the expected difference.

I don't believe that the internal chip structure of these core main lines is obviously loose, and the space and time for adjustment are actually not very sufficient, how high can these core main lines be played in the short term because of the short-term group funds gathered by the 'Blue Stone Heavy Load' demon stocks?

As long as these main lines are not a breakthrough, but a rebound.

Then, as long as the emotions of these major main lines briefly converge to fall.

Its internal profit orders will be released faster, and it will also make the funds return to the low main line area to make orders.

Moreover, at the end of the so-called strong crossbow, you can't wear Lu Qi, there is no strong drive for stronger expectations, and the main lines of 'infrastructure' and 'military industry' want to go further, complete a substantial breakthrough, and lead the Shanghai Index to break through the barrier of 3,000 points, basically, it is unlikely.

So, Mr. Shao ......

I don't think we can afford to mess with ourselves at this point.

We can't just because of the short-term downturn of the low-level main line, we should rashly adjust our positions to chase stocks in the main line fields such as 'infrastructure' and 'military industry', and think about chasing higher to get back the chips we have already reduced our positions.

Wait, we have to be patient at this time.

If it is true that the main lines of 'infrastructure' and 'military industry' have stepped out of the trend of substantial breakthroughs and formed a second wave of main upward trend, it has completely exceeded our expectations and bankrupted our previous strategy.

So, let's do it right.

It should also wait until these core main lines lead the Shanghai Composite Index to break through 3,000 points in substance, and then adjust positions in the right direction, which is the lowest-risk operation method. ”

"Okay!" After Liu Changling said this, Shao Xiaoyun felt a little better in his heart, bowed slightly, and replied, "Then wait patiently." ”

After careful contemplation, he also felt that he was chasing after adjusting his position near 2,900 points in the Shanghai Composite Index.

The stakes are not small.

At the same time, there is also the possibility of both sides being slapped in the face.

After all, judging from the current situation, the core main line of 'infrastructure' and 'military industry', although there are some signs of breakthrough driven by the continuous unexpected trend of the stock of 'Bluestone Heavy Equipment', there is still no substantial breakthrough after all, and the certainty is not very high.

With the comprehensive discussion, the two continued to firm their previous trading strategies and position positions.

At this time, the market trading time has also come to 11:30.

The two markets ushered in the midday close.

After half a day of trading, the Shanghai Composite Index broke through 2,900 points, and rose by more than 1 point in the main line of the two major industries of 'infrastructure' and 'military industry', as well as the 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', 'Reform and Reorganization of Central Enterprises and State-owned Enterprises', 'Nuclear Power', 'Shanghai Free Trade Zone' and other conceptual plates.

At the same time, the turnover of the two cities also rose sharply month-on-month today.

In only half a day, the turnover of the two cities reached more than 270 billion, if there is no accident, the turnover of the two cities closed today to refresh a new high, which should be a sure thing.

There is also because of the unexpected price limit of 'Blue Stone Heavy Loading'.

In the entire market, the sub-new stocks listed in the past two months have also been directly stimulated, and have been hyped by a large number of short-term main capital groups, setting off a tide of price limits. (End of chapter)