In the face of such a noon closing situation, the investor group of the entire market is still relatively excited.

At the same time, many retail investors and institutions who have been firmly holding popular mainline stocks such as 'infrastructure' and 'military industry' are also smiling at this moment.

Of course, for some core mainline stock chips such as 'infrastructure' and 'military industry' that have taken profits in advance.

Or they still hold non-popular mainline stock chips such as 'technology growth', 'big consumption', 'big finance', and 'non-ferrous cycle', or they follow the idea of 'high and low switching' in the market in advance to intervene in some investor groups in the low-level mainline concept sector.

At the moment, it is obviously a little depressed.

"I really didn't expect that the market trend, after a month of shocks, would return to the old road." During the lunch break, in the trading room of the 'Future Mixed Investment Selection' product fund in the Magic City, Principal Financial Investment Company, fund manager Zhao Zhongming complained helplessly, "Obviously at the current stage, the expectation of the 'technology growth' line is better, why has it been unable to gather funds and form emotional synergy?" ”

On Zhao Zhongming's side, Yi Xiaopeng, the head of the trading team, pondered for a moment and responded: "It may be the inertia of the market's thinking, as long as there is no extreme stimulation of external forces in the face of market news, in the two main lines 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', the logic of future expectations has not collapsed, or the stock price has not fully reflected expectations."

In these main areas, profits have already been reaped.

Or in these main areas, there are many capital groups that make money.

It will continue to pull stocks in these major directions in accordance with path dependence, continue to attract emotions and speculation space, until all incremental funds in the market are exhausted, and until the undertaking funds cannot stabilize the market.

On the other hand, the line of 'technological growth'.

Due to the continuous loss effect of several months in the early stage, even if many core stocks in the current line have a high cost performance ratio under the overall valuation of the market, the difference in their future short- and medium-term expectations is significantly greater than that of the popular main lines of 'infrastructure' and 'military industry'.

However, under the inertial thinking of investors, the line of 'technological growth' is still an area with serious money-loss effects.

The so-called pursuit of advantages and avoidance of disadvantages......

Without the stimulation of strong macro news, in the hot main lines of the market of 'infrastructure' and 'military industry', the last enthusiasm of investors has not been exhausted, and the stock price that is completely unable to undertake the continuous rise of funds has not been generated, and there has been no extremely strong loss effect.

It is still difficult for a large number of active capital groups in the market to easily break away from the popular main lines of 'infrastructure' and 'military industry', enter the low-level main line plate on a large scale, and form a concerted force. ”

"Hey......" Zhao Zhongming also understood what Yi Xiaopeng said, sighed lightly, and said, "This is the irrationality of the domestic market. ”

"After all, the main investor in the domestic market is the retail group." Yi Xiaopeng said, "Since it is dominated by the retail group, the pendulum effect of the market is inevitable, and it will naturally be dominated by emotions, but I think ...... After a wave of expected space has been continuously consumed in front.

Nowadays, the short- and medium-term upside of the popular main lines of 'infrastructure' and 'military industry'.

It shouldn't be big.

Now, the market's crazy concentrated speculation on these main line areas is a bit like the taste of 'the end of the strong crossbow', which seems crazy, but in fact, it is not far from the end of this main line market. ”

"It's hard to say!" Zhao Zhongming responded, "Many people have judged that the core main lines of 'infrastructure' and 'military industry' have risen sharply for almost a quarter in a row, and there is not much room for growth, so in the previous month, there are many capital groups in the popular main lines of profit and profit-taking."

But what about the result...... Now, you see it, too.

Many self-proclaimed smart main funds have not been speculated in the low-level main line fields of 'science and technology growth', 'big consumption', and 'big finance'.

However, looking at the whole month or so, the funds are on these low main lines.

It is always impossible to condense the money-making effect.

Therefore, in the end, all kinds of funds were reluctantly transferred to the main line areas such as 'infrastructure' and 'military industry' to continue to make markets and continue to speculate.

In a sense.

The continuous performance of the check exceeding expectations of "Blue Stone Heavy Loading" is only a factor that stimulates the re-outbreak of popular main lines such as "infrastructure" and "military industry".

Like you said......

Now, relying solely on the spontaneous behavior of the funds in the market, it is difficult to reverse the pattern of speculation in the market around the main lines of 'infrastructure' and 'military industry', as well as the main lines of conceptual themes such as 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises'.

I really want to change this market ecology.

There is a high probability that it will be further stimulated by macro news.

Or rather...... Like the 'Yuhang system', which has a great impact on market sentiment and trends, the core main funds can clarify the investment direction on the market's open dragon and tiger list and further stimulate the change of the main direction of the market.

Before these factors occur, it is foreseeable that the market may have to continue to hype and deepen around the main lines of the 'infrastructure' and 'military' industries, as well as the main lines of the 'Eurasian Economic Belt', 'the New Era Road, the Maritime Silk Road', and the 'Reform and Reorganization of Central Enterprises and State-owned Enterprises'. ”

"But from the analysis of the macro direction of the market,......" Yi Xiaopeng paused for a while and continued, "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', have indeed loosened the chip structure of the main line of conceptual themes, and at the same time, the market is gradually unable to undertake the chips in these main line areas and continues to open up space upward.

With the money-making effect of these core main lines, it gradually weakens and loses.

The market will definitely flow to the main line sector that is more cost-effective and has room for expected differences at a low level.

Since we have made a change in the investment strategy of 'switching between high and low' in advance, our current position has been adjusted to the main line of 'technology growth'.

At present, we can only wait patiently for further changes in the market.

Otherwise, at this time, if we turn our positions and then chase the popular mainline stocks such as 'infrastructure' and 'military industry', the risk will be very high. ”

In his opinion......

Wait patiently and waiting, and you may take a short look at the current market trend.

However, if you aggressively turn your positions and continue to pursue the hot main lines of 'infrastructure' and 'military industry', I am afraid you will be slapped in the face by both sides of the market.

Therefore, although he was a little surprised and surprised that the market market had returned to the main line of 'infrastructure' and 'military industry', he was clearly in this position and opposed the fund to adjust its investment strategy again, and to adjust the strategy to the old road before following the changes in the market.

At the same time, he also believes that the change of trading strategy.

It should be forward-looking, and should not follow or lag behind the changes in market trends.

After all, there is considerable uncertainty in the changes in the market, and if you blindly chase the wind, it is very likely that you will stand guard.

And chasing the rise and killing the fall, how is it different from retail investors?

Zhao Zhongming pondered carefully for a moment, then nodded helplessly: "Since we missed it, now, it is definitely impossible to turn our positions to chase the popular stocks of the main line such as 'infrastructure' and 'military industry', so we can only wait patiently...... I hope that in the case of the subsequent adjustment of the main line of the market, the line of 'technological growth' will be performed! ”

"It's going to show for it!" Yi Xiaopeng said firmly.

When the two of them were discussing the market trend in the morning.

At noon, inside and outside the market, the vast number of retail investors gathered on the online stock discussion platform were also fiercely discussing the market.

Moreover, with the further increase of market volume.

Obviously, the number of topics discussed in the market, as well as the popularity of related topics, is also increasing rapidly.

This shows that the rate of new entry of potential investors outside the market has not slowed down, and at this moment, there are still large-scale new investors who are constantly entering the market, so as to provide more funds to the market and the corresponding liquidity.

"Haha, happy, today's full position limit."

"Fortunately, the check of 'Blue Stone Reloading' was made in the morning, and I hope this check can give a good premium tomorrow."

"Sure enough, the market is back to its original rhythm, and I know it...... In addition to the popular core main lines of 'infrastructure' and 'military industry', other areas of the market cannot gather popularity at all. ”

"We still have to rely on 'big infrastructure' to improve the index!"

"Facts have proved that the theory of 'the strong is always strong' is still very effective, and in the past few months, if you only do leading stocks, you can obviously make a lot of money."

"Let's guess how many boards are there in the 'Blue Stone Reload'?"

"At least tomorrow can you still board it, right?"

"Like this super concept leading demon stock, I really don't know where the final height is, after all, how much it rises, it's possible!"

"At least 20 boards or more."

"All I can say about the 'Bluestone Reload' check is that the sky is the end of the check."

"I feel that after the continuous rise and limit of this check and the continuous performance exceeding expectations, the value of the entire 'sub-new stocks' and 'military' mainline concept stocks has been revalued."

"That's for sure, isn't it the main line of 'military industry' and the 'sub-new stocks' sector that are leading the rise today?"

"Throughout the morning, 10 new stocks have risen to the limit, can you believe it?"

"This is the power of valuation repair, as I said earlier...... the market of the two core main lines of 'infrastructure' and 'military industry' has definitely not peaked."

"There should be another wave of Lord Ascension, right?"

"At least we have to wait until this wave of the main ascension is over, so we can judge whether it has reached the top."

"In April and May, the first concentrated riot of the main line of 'big infrastructure' should be regarded as the first wave of the main rise, and then the 'big infrastructure' and 'military industry' main line market launched at the end of June, which should be regarded as the second wave, and now the 'military industry' is the main rise of the comprehensive riot, and the 'blue stone reloading' caused the revaluation of the stock value in the relevant fields of the whole market, which should be regarded as the third wave, right?"

"It can be calculated that according to the wave theory, the three waves are the biggest gains."

"Indeed, there is no doubt that we will continue to firmly hold shares and continue to be long in the hot main lines such as 'infrastructure' and 'military industry'."

"At present, relying on the popular main lines such as 'infrastructure' and 'military industry', following the trend, there is no risk at all, and you can buy it without brains anyway."

"At least before the market trend of the check of 'Blue Stone Reloading' is not over, the main line of 'military industry', as well as the chips in the direction of 'new stocks', can still be bought casually, and there is a high probability that you can make money."

"At present, Mr. Su's 'Fortune Road' seat has not yet appeared on the list of dragons and tigers in the two cities, so there is no need to panic."

"At least we have to wait for the Shanghai Composite Index to break through 3,000 points."

"Yes, the Shanghai Index has reached the threshold of 3,000 points, there is no reason not to break through, not to mention, now the volume of the two markets is almost 500 billion, and the power of the breakthrough is completely enough."

"Look, this wave of the Shanghai Composite Index will definitely break through 2,500 points before."

"Obviously, it feels like a bull market has come."

"It's not a bull market, it's better than a bull market, anyway, the market is not bad at making money, and the short-term is no longer buried."

"It seems that this is the case, even if you do something wrong, there will be no 'nuclear button' the next day, and the word soul breaking knife has not appeared for a long time, right?"

"It's been months since there has been a Soul Breaker."

"That's proof that the market is clearly stronger, hehe...... At this time, you should rest assured and boldly chase hot spots and become a leading stock. ”

"Yes, I'm already up to 200%."

"The full warehouse has long been prepared, waiting for the Shanghai Composite Index to break through 3,000 points, waiting for the outbreak of the big bull market."

"I seem to have been able to see the grand occasion of 06 and 07 years, and I feel that the biggest main rising market is obviously still behind, and I feel that 'buying is earning' in the market, which is about to become a fact."

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

With the main line of 'military industry' hitting a new high and a new annual high in this round of rebound.

With the full outbreak of the main line of 'big infrastructure', it has once again condensed a hot money-making effect.

With the continuous hype of the "new stocks" in the "Blue Stone Heavy Equipment" stock, as well as the continuous performance exceeding expectations, it has created a shocking trend of rising and falling.

As the Shanghai Composite Index is getting closer and closer to 3,000 points.

With the turnover of the two cities, the trading volume of core stocks continued to increase step by step.

Under these many factors, the vast number of investor groups in the two cities, the passionate emotions in their hearts, the emotions of longs, and the sentiment of following the trend have all returned to the peak of the market, and once again entered the point of excitement and excitement.

And it is in this extremely exciting, exuberant investment sentiment and speculation sentiment performance.

After the news and emotions brewed at noon.

When the time traveled to 1 o'clock in the afternoon, the two cities ushered in the reopening of the market.

Once the market opens, whether it is an index, or 'infrastructure', 'military industry', 'sub-IPO', 'nuclear power', 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', 'Reform and Reorganization of Central Enterprises and State-owned Enterprises', 'Shanghai Free Trade Zone'...... and other sectors that performed strongly in the morning and received a large-scale inflow of major capital groups, all of which showed a further upward trend.

And at a time when these plates have further changed and exploded in an all-round way.

Corresponding core concept stocks, weighted constituent stocks, leading concept stocks...... It is also all refreshed the intraday high, out of a straight line up, and funds from all walks of life are rushing to raise funds.

(End of chapter)