"The blockbuster excitement on the news side?" Gao Xiang pondered, "According to the current positive attitude of the regulator towards the market, this is possible, but which direction will it be?" ”

At present, the main holdings of their fund have shifted to the low-level 'technology growth' and 'big consumption' fields.

But in the end, it can undertake the main line of 'infrastructure' and 'military industry', can realize the 'high and low switch' of the market, and can really come out of the next core main line, whether it will be produced in the two main lines of 'scientific and technological growth' and 'big consumption', whether he or Chen Yihe, is not too sure.

"Who knows?" Chen Yihe pondered for a while and said, "The direction of the policy cannot be predicted, but according to the future economic recovery and industry development, the fundamentals of the fields of 'scientific and technological growth' and 'big consumption' will definitely improve, and at the same time, the policy stimulus should not be less."

As for the other directions......

In the direction of 'big finance', banks are in the overall stage of off-balance sheet assets, and the reversal of the insurance industry is nowhere to be seen, in the securities sector, thanks to the good performance of the market this year, there should be a certain degree of performance growth expectations, but in general, its future expectations are still worse than 'technology growth' and 'big consumption'.

And the Fed has slowed down the pace of interest rate hikes a bit for now.

But it is always on the path of raising interest rates, and monetary easing has basically ceased to exist.

In this way, it is difficult for the domestic monetary policy to turn from monetary tightening to monetary easing, and the constraints on monetary policy have led to the line of 'big finance', even if there are certain expectations, it is difficult to play a large space.

What's more, the current Shanghai Composite Index is subject to 3,000 points.

It is still difficult to say whether it can break through and whether the expectations of the bull market can turn to the same.

If the expectations of the bull market decline, and then the market enters the adjustment channel, then the future expectations of 'big finance' will weaken, and there will be no market to speak of.

Moreover, on the line of 'big finance', too many hedging disks have been deposited.

At the same time, there are too many large groups of state-owned assets lurking.

With such a heavy hedged plate, in the case of not very strong expectations, in the case of a very likely recession in market volume, who will take the initiative to lift this extremely heavy sedan chair?

I think that no one in the main community in the field wants to, right?

Let's talk about the main line of the 'non-ferrous cycle', the current global economic recovery, although there are signs, but the strength of its recovery, there is still a huge uncertainty, and the 'non-ferrous cycle' industry, the problem of overcapacity, is quite serious, according to the current analysis report of various industries, the cycle bottomed out, far from the time, at least the problem of excess capacity clearance, has not been solved.

In general, its investment logic is flawed.

The future expectations and investment logic of this main line are even worse than those of 'big finance'.

Therefore, on the whole, in the entire market, there are really only the two main lines of "big consumption" and "scientific and technological growth", which have the ability to undertake the two main lines of "infrastructure" and "military industry", as well as the ability of the capital groups in the entire market to be siphoned by 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".

Our layout......

Although it is ahead of the market and earlier, from the current point of view, the overall strategy is not wrong. ”

"Hmm!" Gao Xiang nodded, "I hope that the macro policy news we are waiting for can come soon, otherwise the market has been so volatile, I am afraid that it will gradually exhaust the patience of the current positive and aggressive investor group, the so-called investment confidence in the market, it is very difficult to establish, but it is very easy to destroy." ”

In the current market, the core main lines of 'infrastructure' and 'military industry' have soared for a quarter.

It was not easy to build up the investment confidence of the two cities.

Finally, the turnover of the two cities has been pulled from 150 billion to about 200 billion a few months ago to almost 500 billion now.

Finally, the mood of the market was completely activated.

If, in the future, the market continues to maintain a volatile pattern as it did for more than a month.

If there are still large differences between the main institutional groups in the market, there are still large differences in the main line investment, and they cannot unanimously open up the market situation and form a new market to continue to make money.

Well, predictably.

In the case that the overall money-making effect of the market is gradually lost, the hot spots are scarce, and the money-losing effect is gradually obvious.

At present, a large number of incremental capital groups that are finally attracted by the main lines of "infrastructure" and "military industry" are afraid that they will have no choice but to reduce their positions or clear their positions and flee the market.

When the whole market begins to ebb, the amount of energy begins to continue to decay.

Then, without the support of the amount of funds, the market is in this position, and I am afraid it will be more difficult to support it.

At the same time, it may be more difficult for the main capital groups in the market to pull out a wave of continuous market and maintain a continuous money-making effect on other low-level main lines.

So, Gao Xiang thinks.

If the regulator wants to fully protect the market situation.

Then, in the case that the market shows that it has not been able to break through for a long time and the main line market conversion is not smooth, then it should be at a critical time to push the market.

Of course, this is just his personal thoughts and speculation.

Will the specific regulators do this, and can the market rely on its own endogenous ability to complete the switch of the core main line...... These have to be based on the actual trend of the market.

Before many things really happened.

No one knows what the market will do next.

"yes!" Chen Yihe sighed, "I'm also worried about this, the market is difficult to heat up, cold down, but very fast, if you don't take advantage of this fire is burning, and then find a way to expand the fire, and wait for this fire to burn out, the market continues to make money The effect is completely declining, I am afraid that the follow-up volume and trend of the market will continue to decay, like last year's gem market, fall back to the original point, adjust a year and a half, it is not impossible."

I only hope that at this time, there are wise people at the regulatory level who can take advantage of the heat of the market that has not yet subsided, and continue to push the market when the market is obviously exhausted. ”

Gao Xiang nodded and said: "According to the previous attitude of the regulator towards the market, as well as the ecological changes of the entire market, I think it is completely possible for the regulator to further stimulate the market." ”

"Hopefully!" Chen Yihe said with a smile, "At this time, the only thing we can do is to wait, wait for new opportunities in the market to appear." ”

With the analysis and discussion of the market situation between the two people.

At the same moment, a group of retail investors gathered in the discussion area of the trading platform saw the two main lines of 'infrastructure' and 'military industry' in the entire market, as well as the core main lines of concepts such as 'Eurasian Economic Belt', 'On the Road of the New Era, 'Maritime Silk Road', and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises', which once played a money-making effect yesterday.

For a while, everyone's mood was a little low and depressed.

"Hey, I thought I would be able to break through this time, but I didn't expect it...... Another false breakthrough! ”

Some people sighed helplessly.

"Why can't Mao go up?" Blue Stone Heavy Equipment's 20 price limits, 'military' plate must not go a wave? Can't even carry such a strong faucet? ”

"There are too many funds for smashing, and the opening situation that is so good in the morning is smashed and scrapped."

"At a glance at the two cities, there is only the hot spot of 'new stocks' that can still be seen, which is really miserable."

"I'm speechless,, I just chased this check of China Airlines Heavy Machinery in the morning, it hasn't closed this morning, and I've lost almost 5 points."

"Hey, I can't break through, so I can only continue to look for support upwards."

"Will it still be a dish wash? Take a look in the afternoon, maybe you can recover this intraday decline in the morning? ”

"The volume can be so large in the morning, and it is difficult to recover the decline in the afternoon."

"Why is 3,000 points so difficult? Recently, as long as the Shanghai Composite Index crosses the position of 2900 points, it will inevitably be adjusted, and the main funds of all parties are really brainless to smash the market in this position! ”

"The position of 3,000 points can be regarded as the bull and bear dividing line of the market, can it be difficult?"

"The key is just a few points of space, it shouldn't be able to break through."

"The amount of energy is 500 billion, I really don't know why it is so difficult to break through, I feel that the trap disk in this position, after more than a month of cleaning, should have been almost digested."

"It doesn't seem like it's a trap, right? It's a matter of taking profits all the time. ”

"They are all a group of institutions without a pattern, if these large institutions learn from Su Zong's 'Yuhang Department' funds, the Shanghai Index may have passed 3,000 points long ago."

"Indeed, I am really speechless!"

"The market has been stuck here, it's not a thing, the so-called disk will fall for a long time, I'm afraid that it will not be able to pass here, and the index will be adjusted downward!"

"Hey, why can't you open the space?"

"At this time...... Mr. Su needs to appear. ”

"Yes, if Mr. Su can come out, concentrate on pulling the plate, and show his face on the dragon and tiger list again, maybe the index will pass, as long as the index exceeds 3000 points, hehe...... The surging incremental funds entering the market are probably even more, and I feel that at that time, the market is sure to explode. ”

"Pull Huaguo Metallurgical, Huaguo Railway Construction, Huahang Shenfei, Huahang Optoelectronics, and Hangfa Power, which are the core weighted stocks in the field of 'infrastructure' and 'military industry', and the market will rise as soon as possible."

"But Mr. Su hasn't shown up for a long time recently, I'm afraid I can't count on it in the short term!"

"Hey, there's no way around it."

"Let's do the new stock first, as long as the check of 'Blue Stone Reloading' can still be boarded, then I feel that the 'new stock' sector can still set off a tide of price limits."

"The entire 'new stocks' sector is following the 'bluestone reloading', and it is better to buy the leading stock of 'bluestone reloading' to buy other new stocks?"

"It makes sense, tomorrow we will continue to undertake the check of 'Blue Stone Reloading'."

"I'm afraid it's going to be difficult tomorrow's 'Blue Stone Reload', right? After all, today's market trend is really bad, and the major main lines have basically shown a trend of adjustment. ”

"Not necessarily, originally 'Blue Stone Reloading' is the total leader of the current market, and the impact should be small."

"Like this kind of big demon stock, it affects the market trend, not the market trend affects it, and the overall market trend is not good. I think the check of 'Blue Stone Reloading' is definitely not at the end of the market at present, and even the 'sub-IPO' sector, maybe tomorrow's mood will continue to climax. ”

"It's because of the full-scale outbreak of 'new stocks' that the 'military industry' line is not going to go, right? After all, today's 'new stocks' sector has also siphoned a lot of funds. ”

'How is that possible?' How big is the volume of the new stock sector? ”

"To be precise, I think that it is still the main funds of all parties in the market, and the expectations of the main line market are obviously inconsistent, even though the market liquidity is abundant and the turnover is high, but the financial strength cannot be condensed on one point, resulting in the market can not effectively continue to break through."

"It makes sense, I also think that the market is too divergent on the main line, which makes the market unable to break through."

"So the question...... How to solve it? ”

"There is no solution, we can only wait for the market to self-regulate, and the funds form a consistent direction at a certain node."

"There is no problem in waiting, but I am afraid that the market will adjust, and suddenly there will be a fierce wave!"

"Probably not, after all, after more than a month of adjustment, the index has not fallen deeply, at most it is oscillating between 2800 and 2900 points."

"Well, as long as the market volume can not decay, the index will not fall deeply."

"As long as the index doesn't fall deeply, it doesn't matter, it's shock, anyway, we retail investors have plenty of time and are not afraid of shocks at all."

"As long as there is no leverage, the main force will shake the position."

"'Insist on Qingshan not relaxing', anyway, I am firmly covering the stock, if I don't reach the target price, I don't see the Shanghai Composite Index breaking through 3,000 points, and I will definitely not come out."

"I'll see how long the main force can shake the position? Not for sale anyway. ”

"Lock-up, lock-up, it's still the same sentence, I didn't see Mr. Su's main selling seat on the Dragon and Tiger list, so I firmly locked up my position and never sold a share."

"Must be locked to the Shanghai Composite Index above 3,000 points ......"

In the discussion of everyone, although there are many complaints and depressed voices, there are not many pessimistic people.

On the whole, in the trend of high opening and low walking in the market, the amount of energy is still increasing, the market investment sentiment has not declined much, and everyone still maintains a relatively optimistic spirit, and they all believe that this is still the main force to shake the position, and it is a benign adjustment of the market in this position.

And it is also supported by this emotion.

Intraday Shanghai Index, as well as related 'military', 'infrastructure' main line core stocks, and corresponding concept leading stocks.

Once there is a trend of rapid killing, then, the undertaking force under the volume will inevitably be strengthened synchronously, resulting in related individual stocks, as well as plate indexes, and even the Shanghai Index, although they continue to fluctuate lower, but obviously cannot kill the panic disk, nor can they kill too deep disk range.

This proves that the overall pattern of the market.

There is still a huge main force on the top, and there is strong support below, and it is difficult to break through, but the plunge is just as difficult! (End of chapter)