"At present, the two main lines of 'infrastructure' and 'military industry', as well as the corresponding theme plates that fluctuate around the main line of the 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', 'Reform and Reorganization of Central Enterprises and State-owned Enterprises', etc., are indeed a bit like a false breakthrough trend." Liu Changling, the head of the trading team who sat on Shao Xiaoyun's side and stared at the changes in the market of the two cities, pondered for a moment, and replied, "However, the trend of the market's 'high and low switch', at present, is not very obvious.

However, the main line of the concept of 'sports industry development', the corresponding stocks involved, and the amount of funds that can be carried are very limited after all.

It is impossible to stimulate the two main lines of 'military industry' and 'infrastructure' like the core concepts of 'Eurasian Economic Belt', 'Maritime Silk Road in the New Era', and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises', so as to comprehensively drive the line of 'scientific and technological growth' and get out of the form of continuous breakthroughs.

At present, the active capital group in the market, although it is constantly flowing into the main line of 'technology growth'.

And at this moment, concepts such as 'film and television media', 'electronic information', and 'domestic software' have also been promoted by the influx of active capital groups.

However, on the whole, there is still a big divergence in the funds in the market!

At this moment, with the intraday pullback and fall of the two main lines of 'military industry' and 'infrastructure', they are also rebounding in shocks, absorbing many capital groups who have retreated from the high-level hot main line areas in the early stage.

So, all things considered.

I don't think we're too happy at this time.

We have to observe and observe again to see if the market driven by the good concept of 'sports industry development' can really leverage the main line of 'scientific and technological growth', get out of the continuous money-making effect, and make the market's expectations and the follow-up effect of funds continue to converge in this field.

If it can, then the main line of the market should not be far away. ”

Shao Xiaoyun saw that Liu Changling did not fully agree with his market judgment, and still believed that the market change of the main line of 'technological growth' at this moment was only a rebound, not a reversal, so he smiled, but he did not rush to argue, paused for a moment, and continued: "Although it is not certain that the market has formed a main line of 'high and low switching', it is not certain." The line of 'science and technology growth' can get rid of the bottom shock pattern, get out of the breakthrough trend, condense the consensus expectations of the market, and attract the active capital groups of the entire market to concentrate on the market.

But, at least it can be seen.

'Infrastructure' and 'military industry' are the two popular main lines in the early stage, as well as a number of conceptual sectors that have been oscillating and hyped around the main themes of 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises', as well as their corresponding hot stocks.

It should have reached the point where the chip structure is scattered, expectations and sentiment are both declining, and it is no longer possible to play upward to play the trend pattern of upside and money-making effect.

Since these popular main lines in the early stage have turned from strong to weak.

It is almost certain that the outcome of the trend is about to enter the correction phase.

Then, it means that the main line of the market must be transferred and switched, that is to say, the change of the market's 'high and low switch' is not far away.

Subsequently, as the market continued to fluctuate.

It's just the expectation and result of deepening this trend, and the trend pattern of the market's 'high and low switching' is more distinct.

In that case, there is nothing to worry about, at least in any case, the market is gradually changing in the direction we expect.

And also......

The occurrence of any mainline market.

Generally, it also gradually turns from a rebound to a reversal.

After all, no one can directly foresee the market movement for too long, and can only focus on the present.

As long as everyone expects the line of 'science and technology growth' to rebound, then with the expectations and sentiment of the two main lines of 'infrastructure' and 'military industry', as well as the weakening of the money-making effect, the line of 'science and technology growth' is expected to strengthen in the rebound market trend, the same ...... There will also be more and more undertaking funds and incremental funds entering this field.

At that time, the possible market news will be related to the positive.

Not afraid of a rebound cannot be transformed into a reversal. ”

Seeing Shao Xiaoyun's positive and optimistic attitude, Liu Changling bowed slightly and said: "It is indeed the case, the main line of the market, at the beginning, no one will think that it is a reversal, all the market starts, basically starting from a rebound, and gradually with the enhancement of expectations, a reversal is formed." ”

"In fact, as long as the market is active in the capital group, it is gradually abandoning the two main lines of 'infrastructure' and 'military industry', as well as the conceptual plates that fluctuate and hype around the main lines of the 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises'." Shao Xiaoyun continued, "As long as the market flows out of these main line areas that have been frequently speculated in the early stage and are already at a relatively high level in the market, then the funds that come out will inevitably choose other main line areas to flow into the market."

And the current stage of the market.

Other mainline areas, although many of them are still expected to have a certain future.

But in general, the strongest expectation and the hardest logic are still the best line of 'technological growth'.

I believe that all kinds of active funds in the market, as well as the main capital institutions of all parties, as long as they are not blind, will definitely find the opportunity of the line of "scientific and technological growth" and enter the market under the condition of giving up the main lines of continuous speculation on "infrastructure" and "military industry".

And, the line of 'technological growth'.

At the same time, in the past few months, the overall trend of the main line of "technology growth" has completely lagged behind the overall increase in the market.

A number of core stocks in this main line area obviously have a need to make up for the increase.

I firmly believe that it is a completely correct strategy for us to switch between high and low and take profit from the hot main lines in the early stage such as 'infrastructure' and 'military industry' to the main line of 'technological growth', and we will be able to get rich profits in the future. ”

Originally, yesterday I saw a breakthrough in the whole line of popular main lines in the early stage of the market, such as 'infrastructure' and 'military industry'.

He was still a little depressed and dissatisfied in his heart.

But today, seeing that the popular main lines of 'infrastructure' and 'military industry' in the early stage are essentially 'false breakthroughs', he has more confidence in his heart after careful analysis.

"Hopefully!" Liu Changling nodded slightly.

Although his confidence in his heart is not so firm, he still agrees with the fund and agrees with this trading strategy very much from the early popular main lines such as 'infrastructure' and 'military industry', which have loosened the chip structure, to cut into the relatively low core line of 'technological growth', and still have strong expectations for the future.

The two discussed......

When Shao Xiaoyun was excited and excited, he greatly appreciated the changes in the current market situation.

The same company, in the trading room of the 'Yinghui No. 1' fund next door.

Yu Lei, the head of the trading team, stared at the changes in the two markets seriously, but his brows were slightly wrinkled, and he glanced at the fund manager Liu Guanhai, and said: "Mr. Liu, I feel that today's market trend is not very good, the net outflow of the main funds of the popular main lines of 'infrastructure' and 'military industry' is a bit too much, and I feel that the position funds gathered in these main line areas are obviously taking profits and selling frantically."

Of course, judging from the performance of the amount of funds and the flow of the main funds.

That's not the most worrying thing.

The most worrying thing is that the core stocks of the "Yuhang system" with heavy positions, such as "Huaguo Metallurgical, Huahang Optoelectronics, Huaguo Communications Construction, Huahang Shenfei, Hangfa Power ......" and other core stocks, today are obvious high opening rapid explosion volume killing trend, these tickets compared with the previous period, there is a clear trend from strong to weak.

At present, I definitely don't know where the 'Yuhang system' is coming out.

But these tickets have seen this trend at the high levels.

Even if there is no disclosure of the Dragon and Tiger list, even if the 'Yu Hang Department' does not obviously appear on the Dragon and Tiger list, it does not reflect its attitude of reducing positions to the market.

But other funds in the market will always speculate.

Once everyone has concentrated speculation and expectations in this regard.

Then, there will be more and more funds that will start to rush from the heavy stocks of the 'Yuhang Department'.

As long as the core mainline stocks such as "infrastructure" and "military industry" that are heavily held by the "Yuhang Department" are smashed by the funds of all parties, the trend of the disk has turned from strong to weak.

Then, the hot main trends of 'infrastructure' and 'military industry' may be very dangerous.

After all, the heavy stocks of the 'Yuhang system' have always been the core force supporting the continued strength of the core popular stocks of 'infrastructure' and 'military industry'.

Once these stocks weakened.

The news of the large-scale reduction of positions and profit-taking of the 'Yuhang system', or such rumors, will quickly spread to the market.

And once the expectations in this regard are fully formed.

These stocks have encountered extreme selling pressure, so with the extreme influence of the 'Yuhang system' on the market, the core main lines of 'infrastructure' and 'military industry' are estimated to be further drastic, and the possibility of a full-line collapse is not impossible.

On the other hand, at this time, in the case of 'Huaguo Metallurgical, Huahang Optoelectronics, Huaguo Communications Construction, Huahang Shenfei, and Hangfa ......Power', these stocks are concentrated and weakened.

Think about the funds in the hot main lines of 'infrastructure' and 'military industry' to form a concerted force.

The hope of continuing to make an upward market is actually very slim.

In addition, the so-called 'one boom, then decline, three and exhaustion', the emotional reaction of the stock market, and the market speculation, the same is true.

Yesterday, the core main lines of the market, "military industry", "infrastructure", have shown a comprehensive breakthrough form, many investor groups in the entire market, but also for these popular core main lines continue to break through, with sufficient and sufficient expectations, and now the market trend is ...... Not at all.

The breakthrough trend that was supposed to happen has become a set of people who open high and kill down.

This is seriously less than expected.

This will greatly dampen the investment sentiment and speculation concentrated in the core main areas of 'military industry' and 'infrastructure', and will also weaken the enthusiasm of the active main capital groups in the market for concentrated trading in these fields.

In this way, on the one hand, there are the hidden worries of large-scale position reduction and profit taking of the 'Yuhang system', and the continuous decline of the votes of 'Huaguo Metallurgical, Huahang Optoelectronics, Huaguo Communications Construction, Huahang Shenfei, and Hangfa ......Power' continues to fall, which suppresses the market and the expected impact on the actual formation of the popular main lines of "infrastructure" and "military industry".

On the other hand, there is a decline in investment sentiment and speculation caused by a seriously under-expected market performance.

There are also the popular main lines of 'infrastructure' and 'military industry', which are currently showing a weak money-making effect.

I estimate that the investment cost performance of the popular main lines of 'infrastructure' and 'military industry' in this position is not as good as that of many low-level main line stocks, and at the same time, its game value and profit and loss ratio are also declining rapidly, I am afraid that this position is ...... It has really reached the selling node that is suitable for reducing positions and taking profits. ”

Liu Guanhai listened to Yu Lei's analysis, pondered for a moment, sighed helplessly, and said: "What you said, there is some truth, I originally thought that after yesterday's wave of stimulation, today's 'infrastructure', 'military industry' and other popular main lines in the market can go to a higher level under the influence of positive emotions, continue yesterday's money-making effect, and further push the index above the 3,000-point mark."

Now it seems that this beautiful expectation is about to be completely disappointed.

It is true that due to the complete failure of this expectation, the outflow of major funds in popular mainline fields such as 'infrastructure' and 'military industry' today is so terrifying.

Let's reduce positions and take profits!

This position, since the expectation is not realized.

At the same time, the Shanghai Composite Index at 2,900 points, is indeed facing tremendous pressure, and there is no hope of crossing the 3,000 point position in the short term, which will be the 'bull market expectation' into the hearts of the main capital groups of all parties in the market, as well as the majority of investors.

In this way, we can only accept it when we see it, and we can't hope that the main lines of 'infrastructure' and 'military industry' can continue to turn weak into strong.

However, since you want to choose to reduce your position and take profit at this position.

So, under the strategy switch, if we do 'high and low switching', which main line area do you think we should adjust our position to focus on the low? ”

Yu Lei thought for a while and said: "According to the current market trend reaction, today's main line of 'science and technology growth', affected by the direct positive stimulation of the concept of 'sports industry development', has been generally changed, and many core stocks, such as 'LETV, Huayi Brothers, Guangguang Media, Internet Speed Technology, Anshuo Information ......' and other stocks, are also continuing to strengthen, and continue to attract huge main funds that follow the idea of 'high and low switching'.

However, I always feel that the main line of 'technological growth' is the main line.

In this short period of more than a quarter, the internal chip structure has not been consolidated.

You must know that in June, the popular main lines of "infrastructure" and "military industry" were driven by the continuous tough main attack of Mr. Su of the "Yuhang Department", and also under the favorable stimulation of macroeconomic policies and macroeconomic strategies such as "Eurasian Economic Belt", "New Era Road, Maritime Silk Road", "Reform and Reorganization of Central Enterprises and State-owned Enterprises", etc., and walked out of the time when the trend continued to break through.

'Technological growth' is the main area.

The main capital institutions gathered, the overall position level, is at the highest position in the market.

Nowadays, although many major capital institutions have made a strategy of adjusting and reducing their positions in the line of 'technology growth', underperforming the market for a quarter in a row, but on the whole, it is ...... Given its almost open hand good outlook for the future.

There are still many major institutions that are hard to carry in this field.

It is waiting for the main line of the market to change, waiting for the arrival of the 'technology growth' line to make up for the market.

In general, I think that the line of 'scientific and technological growth', the time and space for adjustment, are not enough at present, and the capital group in the field, for this line, is actually not very high, willing to enter the main line of the field, to give a large number of lurking in this field of the main funds, the sedan car is not much.

So, I think the line of 'technological growth'.

There is a momentum for a rebound, but in order to show such a strong outbreak like the previous outbreak of the main line of 'infrastructure' and 'military industry', out of the magnificent and continuous breakthrough market like last year, as well as the concentrated speculation of the market, I think there is still some lack of both expectations and logic. ”

"Since you are not optimistic about the line of 'technological growth', then ......" Liu Guanhai said with a burning smile in his eyes, "we can only turn our attention to the two lines of 'big consumption' and 'big finance'." ”

Yu Lei thought for a while, and said: "The line of 'big consumption', although the core logic is the logic of economic recovery and consumption recovery, but the uncertainty is actually quite big, after all, to what extent the economy can recover, and what the stimulus effect of relevant consumption policies is, it is really hard to say." ”

"What do you mean...... Do we have to move closer to the main line of 'big finance'? Liu Guanhai said with some surprise.