It is in the midst of this continued weak shock.

At the close of trading at noon, the Shanghai Composite Index closed down 0.56%, while the Shenzhen Composite Index and ChiNext Index closed down 0.32% and 0.21% respectively.

After the closing, inside and outside the market, the majority of investor groups are still hotly discussed, but at the same time, there are large differences in views on the market between the debates.

Among them, Su Yu is in the main Yuhang tour capital group.

When everyone talks about the market, there is also a huge disagreement.

"The line of 'military industry', today's market, should be scrapped, right? Can't touch it, 'infrastructure', 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', 'Reform and Reorganization of Central Enterprises and State-owned Enterprises', 'Shanghai Free Trade Zone', 'Nuclear Power' These fields should be similar, everyone...... At this time, is it that the plate rotation of the market is going to be like a low-level main line field, and it is going to rotate? ”

"It's hard to say, isn't it?" Blue Stone Reloaded' This check, isn't it not dead yet? ”

"The check of 'Blue Stone Reloading' alone can't turn the whole market around!"

"Looking at the market trend pattern in the morning, a number of popular concept stocks and core constituent stocks in the main line of 'military industry' are really not good, such as 'China Airlines Heavy Machinery, Hongdu Airlines' The two popular concept stocks, which opened close to 4 points high, can be smashed into the water."

"I have to say that the funds for smashing the main line of 'military industry' today are indeed a bit fierce."

"Originally, the opening sentiment and the strength of the capital were still very good, but suddenly, it was the collapse of the two checks of China Airlines Optoelectronics and Huaguo Railway Construction, which drove the entire 'military industry', 'infrastructure' main line, and even the 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', 'Reform and Reorganization of Central Enterprises and State-owned Enterprises', 'Shanghai Free Trade Zone', and 'Nuclear Power' This series of plates all showed extreme selling pressure."

"The most important thing is that these two checks are the core stocks of Mr. Su's 'Yuhang Department'."

"I totally understand what the market is worried about, but I think this is the time to ...... Mr. Su's 'Yuhang Department' fund should not have been released on a large scale, right? ”

"Without the data of the Dragon and Tiger List, who knows?"

"Although there is no data to support the Dragon and Tiger List, it is also a fact that the trend of the recent popular main line market of 'infrastructure' and 'military industry' has begun to gradually diverge, and the chip structure is obviously scattered, and the big main institutional groups at the bottom of the lock-up have taken profit in these two main line areas, which is also a fact!"

"If the check of 'Blue Stone Reloading', such a big and unexpected trend, can not drive the main line of 'military industry' to continue to strengthen, then I think the 'military industry' line, there is really nothing to count on."

"Agree, no matter what, the two main lines of 'military industry' and 'infrastructure' have been significantly stagflated recently, which should be a fact."

"The stagnation of volume in this position is obviously not a good thing."

"Preliminary judgment, these two core main lines, without strong new blockbuster stimulus, it is absolutely difficult to continue to play upward."

"Moreover, the blue stone reloads this check, it is already 20 boards, how can it be driven upward?"

"But depending on the situation, the check of 'Blue Stone Reloading' should not be finished today."

"The logic of the follow-up 'Bluestone Reloading' check should not have much to do with 'military industry' and 'nuclear power', right? Today's 'Blue Stone Reloading' check is mainly resonant with the 'new shares' sector, and it is ...... It should also be the logic of the 'sub-IPO' sector. ”

"The concentration of market funds began to speculate in the 'sub-new stocks' sector, which can also show in disguise that other main line hot spots are not working, right?"

"That's right, if other main line hotspots can continue to expand the money-making effect and risk appetite is still improving, these active capital groups in the market will not concentrate on the main line of leftover materials such as 'sub-new stocks' for speculation."

"In short, at this time, the continuous hype of the two main lines of 'infrastructure' and 'military industry' is no longer cost-effective."

"It's not high, it's not cost-effective."

"However, in the direction of the low-level main line, 'science and technology growth', 'big consumption', 'big finance' and other fields, I still feel that there is still no popularity, this morning, it is not that there are no funds to do these main lines, look at the two checks of 'Changqu Technology' and 'Tianyu Information', the main funds are obviously concentrated and pulled a wave, but the first board has been smashed, which proves that these main lines at the low level are obviously weaker!"

"Well, looking at these main line areas at the low level, it is true that the funding divergence is also huge."

"Then we can only continue to do it in the direction of 'sub-IPO'."

"But the line of 'new stocks', the liquidity of the disk, and the amount of funds that can be carried, are really limited, and as soon as the market opens in the morning, it has entered the stage of emotional climax. If this time ...... In the speculation of the marginal new stocks with relatively weak performance, I am afraid that tomorrow will be a pit. ”

"The second wave of emotions in the new stock sector is at a high end today, right?"

"With the two-day daily limit deduction, it is foreseeable that tomorrow's 'new shares' line will most likely enter a situation of differentiation."

"At this time, participating in the sub-IPO sector is not cost-effective."

"Yes, the sector of sub-IPOs can only be the first, not the last, and what must be speculated is really just emotions, and the sustainability is not high."

"The key is that tomorrow's 'Blue Stone Reload' check may not be able to come out again!"

"Today's 'military industry' main line is high and low, and it is foreseeable that tomorrow's 'blue stone reloading' disk divergence should also be very large."

"20 up and down, I'll ask you, do you dare to take this check tomorrow?"

"The market attention of this check is so high, and the popularity and market influence are so great, if this check can be opened high tomorrow, it can still be accepted."

"That's right, the check of 'Blue Stone Reloading', you can live tomorrow if you open it high, and you will die if you open it low."

"I think it's better to study the low-level mainline sector field, right? Film and television media, e-commerce, Internet finance, smart phone industry chain, Internet software, mobile Internet...... Are there opportunities in these areas? After Ahri Baba was listed on the U.S. stock market, it was supposed that the valuation of domestic Internet companies would increase, but recently the market has been focusing on the speculation of the two main lines of 'infrastructure' and 'military industry', and this valuation increase has lagged behind. ”

"I think it's better to respect the actual trend of the market and the direction of the joint force of funds, and you can't speculate!"

"Yes, it can't be said that there are no opportunities in these low-level mainline sector areas, at least ...... I think that these sectors that have not yet formed a joint force of funds, as well as their highly recognizable popular stocks, it is better to do the right side of the opportunity, the uncertainty on the left side is too big to be cost-effective. ”

"On the whole, although the check of 'Blue Stone Reloading' has raised the highest board space for individual stock speculation in the market and enhanced the risk awareness in individual stock speculation, the market of the entire market is obviously still in the ebb tide, and it can be clear that the direction of the market is decreasing."

"Agreed, it seems to be hot, but in fact, the undercurrent is starting to surge underneath."

"That's right, take a look again, if it continues for many days, the market still can't get out of the new main line market, then it should really be cautious."

"Hey, it's strange to say, this time, the market can't form a unified joint force with the support of such a high market volume, no matter which direction it plays, there are funds to pull back."

"I think it's weird too."

"No one wants to lift a sedan chair, the reason why they all want to sit in a sedan chair, right?"

"Haha, that's what you say."

"Let's take a look at how the market evolves in the afternoon, and whether there are any new hot spots."

"Hey, at noon today, there was a change in the news, and the State Council actually issued a document on 'promoting the development of the sports industry'."

"I'll see...... Hehe, this should be able to form a hot spot, right? ”

"It can indeed form a hot spot, what about hot stocks, what about the corresponding concept stocks, who will sort out one? Hurry up and take a look. ”

"In the market, the corresponding concept comes out as soon as you pull it."

"Anne shares, Snowman shares, Pathfinder, Rheinland Sports, Xinlong Health, Qujiang Cultural Tourism, Lei Man Optoelectronics; Huaxia Fortune, Kewan Real Estate, Guangdong Media, Yaoji Technology, Huace Film and Television ...... , this good document is associated with the stocks, and the associated concept, there are really a lot! ”

"Can you drive the other main lines to go on a wave?"

"It's hard to say, look at the follow-up of all kinds of funds in the market after the afternoon open."

"Haha, there's finally a new hot spot to do, hey, this morning trend is really ...... It's suffocating me. ”

"The check of 'Lei Man Optoelectronics' is quite interesting."

"Well, indeed, you can try to buy a little bit of this check in the afternoon."

"I'm afraid it's not easy to buy, but what we can notice, other funds in the market will also notice."

"It depends on the situation, you can buy it, the most important thing is to see the hype of the main funds in the market for the hot spot of 'sports industry development', whether it can drive up other core main lines, if the hot concept of 'sports industry development' can drive up a number of core main lines such as film and television media, real estate, electronic information, and big consumption, then the next market is estimated to be able to turn, and the sustainability is estimated to be a head."

"Well, it depends on the situation, I hope that this hot spot can open up the market space at this time and form an opportunity for the main line market switch."

With the rapid refresh of the group news, as well as the hot discussion of related market discussion topics.

At this moment, the good news of the 'sports industry development' policy that has just been released continues to ferment and spreads rapidly to all corners of the market.

A huge group of retail investors gathered on the stock discussion platform of the whole network.

This policy topic is also being discussed intensively, and many investors who have turned their minds quickly have begun to sort out the corresponding concept stocks, and intend to participate as soon as the market opens.

Of course, there are some major groups of big money who really have a deep understanding of the market.

In addition to staring at the hot spot of 'sports industry development', which has just come out, it also stares at other mainline sectors derived from the core stocks of this sector.

And look forward to this hot spot, which can lead to other main line areas.

Drive the market to switch the main line market.

It was under the intense influence of this midday mood and policy news that it was brewing.

The one-and-a-half-hour lunch break passed in a blink of an eye, and the time quickly came to 1 o'clock in the afternoon, and the two markets once again ushered in a new continuous auction trading session.

I saw that the market had just opened.

After the mood brewed at noon, as well as the corresponding favorable policies directly stimulated the concept of the 'sports industry development' sector, a number of concept stocks and constituent stocks in the field were immediately taken care of by the active main capital groups of the whole market.

Of these, only one minute.

As the core stock in the main field of this concept, 'Lei Man Optoelectronics' exploded in a straight line, went straight to the price limit, and was blocked by the lightning of large funds.

Subsequently, 1:02, 1:03.

A number of core concept stocks such as Pathfinder, Xinlong Health, Rhine Sports, Snowman Shares, and Anne Shares have also gone straight to the daily limit under the rapid explosion.

At the same time, driven by this conceptual main line, the Shanghai Composite Index has also symbolically pulled back a little.

After that, due to the changes in the votes of China Fortune and Kewan Real Estate, the real estate sector in the main line of "big infrastructure" also began to rise rapidly.

However, due to the sell-off of the entire real estate sector, it is still too heavy.

The time-sharing trend of its sector index only swept up slightly for a while, and then quickly fell back again.

On the contrary, among the changes in these concept stocks, affected by the sharp rise in the stock prices of 'Yaoji Technology and Huace Film and Television', within the main line of 'science and technology growth', the two concept plates of 'mobile games' and 'film and television media' began to move frequently, and the corresponding 'Huayi Brothers, LeTV, Changqu Technology, Hua Qingbao, Guangguang Media, Ciwen Media ......' and other stocks began to concentrate on changes and rise.

With the frequent changes of 'mobile games' and 'film and television media'.

The main capital of the chase is very likely to fully lead to the line of "scientific and technological growth" after realizing the main concept of "sports industry development".

More in-depth 'smart phone industry chain', 'mobile Internet', 'domestic software', 'electronic information', 'Internet finance' and other sectors to grab funds, resulting in these conceptual plates, in the concept of 'sports industry development' after the main line of the concept of a sharp increase, also followed by frequent changes, and in the field of plates, the main funds have gradually shown an accelerated inflow.

"It's ...... Is it done? ”

Seeing the rapid changes in the main line of the entire 'science and technology growth', and the rapid explosion of the corresponding individual stocks, at the same time, the Shenzhen Index and the Growth Enterprise Market Index (GEM) also rose rapidly under the concentrated riots of the 'Science and Technology Growth' line, and instantly turned red and rose. Stimulated by the main concept of 'sports industry development', it has obviously begun to concentrate on the main line of 'scientific and technological growth'...... The coherent synergy of the main funds in the market is taking shape.

Ha ha...... It seems that our previous rebalancing strategy was completely correct.

Finally waiting for this moment.

I'll just say, the two main lines of 'infrastructure' and 'military industry', yesterday's strong trend is for the majority of retail investors to see, that is, a pure false breakthrough market trend. ”

(End of chapter)