In the face of the 'new stocks' sector and the main line of the concept of 'sports industry development', the whole line has exploded.

At the same time, it is also facing the trend of high opening and falling of the popular main lines in the early stage such as 'infrastructure' and 'military industry', as well as the upward and downward trend of the main line of 'scientific and technological growth'.

After the closing, the entire market inside and outside, the majority of investors were somewhat disappointed.

After all, the breakout that everyone expected did not happen.

Moreover, the trend of 'high and low switching' in the main line of the market, which everyone once thought was the main line of the market, did not happen.

In the whole market, under the relatively serious loss effect of the popular main lines such as 'infrastructure' and 'military industry', the divergence between other market rotations and changes is still huge.

Such a divergence in funds has made everyone smell a bad premonition.

After all, if the money-losing effect of the popular mainline sectors in the early stage of 'infrastructure' and 'military industry' will be further expanded in the future, and at the same time, other mainline sectors in the market will not be able to form a continuous money-making effect and guide funds to enter, then ...... With the weakening of the money-making effect of the entire market, many of the currently highly active capital flows in the market will definitely choose to wait and see and short positions.

When this part of the funds began to be cautious and began to wait and see the market.

Then, the current abundant liquidity of the market, as well as the turnover, will definitely gradually shrink.

With the shrinkage of quantity and energy, in the case that the market money-making effect is getting weaker and weaker, and the money-losing effect is getting stronger and stronger, the market trend will obviously adjust sharply downward.

As the saying goes, there is a market if there is a quantity, and it will fall for a long time, which is the truth.

"Hey, today's 'infrastructure' and 'military industry' are several popular main lines, and they all closed down, it's really speechless."

Under such a closing situation, the majority of investor groups gathered on the stock discussion platform on the whole network have obviously suffered a certain degree of long-term sentiment in their hearts, and many people have shown a worried look.

"The key is that today's 'infrastructure', 'military industry' these popular main lines are down across the board, the main fall, almost all of the stocks held by Mr. Su's 'Yu Hang Department', which gives people a very bad premonition, I don't know if today's plate, whether it was smashed by Mr. Su, in case it is smashed by Mr. Su, it means that the 'Yu Hang Department' funds are retreating on a large scale, which also shows that the 'infrastructure' and 'military industry' are the hot main lines in the early stage, I am afraid it is difficult to open up the space for growth."

"Today's situation, it shouldn't be the money of Mr. Su's 'Yuhang Department', right?"

"Even if it is not the market smashed by Mr. Su's 'Yuhang Department' funds, according to today's performance, the main funds in the popular main line fields of 'infrastructure' and 'military industry' have also run a lot."

"Looking at the situation, 'Huahang Optoelectronics, Huahang Shenfei, Hangfa Power, Huaguo Metallurgical, Huaguo Railway Construction, Huaguo Construction, Huaguo Construction, Conch Cement ......' and other core constituent stocks in the field of 'infrastructure' and 'military industry', as well as the weighted stocks held by the 'Yuhang Department', there are indeed signs of loosening the chips, and the pressure on the disk is becoming greater and greater, these votes ...... Today's shift from a strong state to a weak state is indeed a signal for me. ”

"Not necessarily, these tickets have also been adjusted like this before."

"Yes, there were, but the amount of energy was far less than it is today."

"Haven't the popular main lines of 'infrastructure' and 'military industry' been adjusted for almost a month? It was a sideways adjustment before, and now it should have digested the profit-taking order, right? ”

"I don't think it's like a plate smashed by the 'Yuhang Department' today."

"I don't think it's like it, and today, in addition to the popular main lines of 'infrastructure' and 'military industry', the trend of other market main lines is actually not good."

"Indeed, I originally thought that the line of 'technological growth' should be able to make a strong wave after adjusting for so long, but I didn't expect it...... The intraday strength was so much for half an hour, and then the end of the market fell back in particular, which is simply toxic, which shows that the market in other main line directions, simply can not condense sentiment and emotion, and the probability is the same as before, the funds have turned around, and they have to go back to the "infrastructure", "military industry" these popular main line areas in the early stage to continue to be long. ”

"Today's 'technological growth' line is indeed rubbish."

"It is estimated that tomorrow's 'technology growth' line, today's intraday rise of a number of stocks will have to fall back."

"Even if the popular main lines of 'military industry' and 'infrastructure' have been adjusted today, I think the sentiment and sentiment of the entire market are still focused on these core main lines."

"Agreed, the correct approach at this time is still to focus on the main lines of 'military industry' and 'infrastructure', which is the safest."

"Today's 'new stocks' sector, as well as the main concept of 'sports industry development', are going well!"

"Well, these two lines can be regarded as the only two major areas of money-making effect in today's market."

"It's just that the volume is too small to carry large capital groups, and there is no way to guide the broader market index to make an upward breakthrough trend."

"But it's not bad to be able to maintain the money-making effect of the market."

"The main reason for the outbreak of the line of 'sports industry development' is due to the good news at noon, and the line of 'new stocks' is due to the drive of the stock of 'Blue Stone Heavy Loading', which is 20 even boards, even if it is the most optimistic estimate, I am afraid it will be difficult to play a high board space, right? In other words...... Whether it is the line of 'sports industry development' or the line of 'new stocks', I am afraid that the continuity is not very high, and the market will have to seek a breakthrough in the main line sooner or later, so as to really drive the market of the entire market! ”

"That's for sure, it's the core thread...... I feel that at this time, the big capital divergence is really big! ”

"Originally, the most potential to break out, to undertake the main line of 'infrastructure' and 'military industry', should be the line of 'scientific and technological growth', but looking at the market trend today, it is obvious that the joint force of the 'scientific and technological growth' line is obviously insufficient, and the pressure on the disk is greater than imagined."

"The line of 'technological growth' is obviously not good, and many votes cannot see what is expected in the future."

"Yes, and the core stocks and constituent stocks on the line of 'science and technology growth', the valuation is actually still the highest in the entire market, compared with many popular stocks and core weight stocks in the direction of 'big infrastructure', there is no cost performance at all, and the expected certainty of the future is far inferior to the stocks in the main line of 'big infrastructure', and the main funds work together to do the 'science and technology growth' line, it is better to continue to do the 'big infrastructure' line."

"It makes sense, in the field of 'technology growth', the valuation of more than 100 times PE generally seems to be cost-effective."

"The key is popularity and emotion, which is far inferior to the main line direction of 'big infrastructure'."

"To be honest, there is a certain truth in the line of 'scientific and technological growth', which cannot form a joint force of funds."

"Today's 'science and technology growth' line, the obvious upward and downward trend, depending on the situation, the follow-up must continue to adjust, not suitable for opening a position at all."

"Analyze to come, analyze to ...... In fact, there are still only 'infrastructure' and 'military industry', which have strong expectations and strong policy support, which really have certain investment opportunities and investment value, and also really have the core popularity of the market. ”

"The so-called profit and loss are the same, anyway, I don't chase the line of 'technological growth'."

"Well, I still hold the chips of the main line of 'infrastructure' and 'military industry', and wait for these main lines to be adjusted for a short time, and then re-emerge from the substantive breakthrough trend, I don't believe that the market of these core main lines will be cut off in this position, and such strong market support and such abundant market liquidity, these popular main lines will not fall deep even if they are adjusted."

"A lot of main funds are still waiting to buy at a low level, so they will naturally not fall deeply."

"There are still a lot of incremental capital groups that have poured in from the counter, and they have no positions yet, and the first goal should also be poured into the two core main areas of 'infrastructure' and 'military industry' to undertake, after all, on the whole, the current 'infrastructure', 'military industry' and other main line areas are still the main line industries with the best money-making effect and the most cohesive in the market."

"Let's take a look at the Dragon and Tiger List first, if there is still no shadow of Mr. Su's 'Wealth Road' on the Dragon and Tiger List, then there is nothing to worry about."

There was a heated discussion among the crowd.

The market trading time has come to around 5:30 p.m., and the list of dragons and tigers in the two cities was announced.

I saw that in the list, there are a total of 39 stocks on the list, among which the "Blue Stone Heavy Equipment", "Lei Man Optoelectronics" and the important positions of the Yuhang Department led by Su Yu "Huaguo China Metallurgical and Huaguo Railway Construction" are all on the list.

And according to the list of these votes.

The undertaking of tour capital is still active, and there is no sale of Su Yu's 'Fortune Road' seats.

"Haha, what do I say, I know that today's adjustment of the main lines such as 'military industry' and 'infrastructure' is definitely not the capital of Mr. Su's 'Yuhang Department'."

After seeing the data of the dragon and tiger lists of the two cities, the discussion of retail investors on the whole network became more and more intense.

"Or Su always has a pattern, tomorrow ...... Tomorrow's 'infrastructure' and 'military industry', which are the hot main lines of today's adjustment, will definitely be reversed. ”

"At least there is little hope for the main line of 'technological growth'."

"'Lei Man Optoelectronics' today's list is really good, several powerful funds have entered the market, and the purchase amount is relatively balanced, and the disk trend is really good, I feel that this check will be connected to the board tomorrow."

"Look at the check of 'Blue Stone Reloaded', it is really strong."

"Indeed, there are 20 price limits, and on the list, the flow of funds for buying and selling seats is still in a state of net inflow."

"Moreover, two of the main players who intervened before are still locked up today."

"It's really a cow, I feel that the check of 'Blue Stone Reloading' will probably rise tomorrow."

"The rise is certain, but can it continue to rise and ......?"

"On the data of this list, it will definitely be able to continue to rise and fall, but the position is too high, I dare not take it, tomorrow it is safe, it is better to go to the check of 'Lei Man Optoelectronics'."

"The six or seven 'sub-new stocks' on the list today actually performed well on the list."

"The enthusiasm of the main investors to participate in the market has not decreased, which shows that the market should not fall."

"As long as the fiery money-making effect is still there, the probability of the index falling sharply and plummeting is quite low."

"Continue to actively do the market, on the whole, the market has not dispersed, and there is a possibility of further intensification, as far as today's overall dragon and tiger list data, still optimistic that the Shanghai Index can break through 3000 points."

"I'm also firmly optimistic!"

"Hey, tomorrow's popular main lines of 'infrastructure' and 'military industry' are likely to be reversed, but unfortunately I didn't buy some chips at the end of today."

"Like this kind of core main line, in fact, when you are in a hurry, you often buy something."

"Agreed, hehe...... The data of the overall Dragon and Tiger list shows that the strongest core main line areas in the market are still the main lines of 'military industry' and 'infrastructure'. ”

"The line of 'scientific and technological growth' will definitely make up for the decline tomorrow."

"I'm not as optimistic as everyone else, I feel that although the market is not deep in probability, it is obvious that the market rotation is accelerating, no matter which sector is chasing, there is a high probability of being slapped in the face by the market, and there will be a certain degree of loss."

"Well, indeed, in fact, at this time, if you don't have superb follow-up technology, it's better to hold shares."

"Yes, it's better to hold the shares."

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

At this moment, in the main group of various institutions, as well as the investment and trading departments of major institutions.

In the discussion of the market, although the overall idea is still bullish, the differences in the specific main line of investment selection are still huge.

Some people believe that since the 'Yu Hang system' is still in a locked state.

Then, the hot main lines of 'infrastructure' and 'military industry' in the early stage, under the condition that the basic investment logic has not been loosened and the internal sentiment has not been loosened, it is completely possible to continue to go up and play the third wave of the main rising market space.

And due to the rise of today's main line of 'technological growth', it failed again.

Once again, it has not been able to gather market cohesion.

As a result, many major institutions are more and more optimistic about the follow-up market trend of the line of 'technological growth'.

Of course, some people believe that the "infrastructure", "military industry" these early popular main lines, has exceeded the market itself a lot, and its valuation level, has also been from the market undervalued position, back to the market reasonable position, at this time, even if its basic investment logic and future expectations, has not loosened, but there is no short-term market outbreak of the possibility.

At the same time, these people also believe that there is no problem with the market's 'high and low switching' market thinking.

It's just that the specific market landing point of 'high and low switching', after the 'technological growth' continued to open up the space, and the market sentiment and funds could not be cohesive for several times, this part of the group began to turn their attention to the two low-level main lines of 'big consumption' and 'big finance'.

But anyway......

At present, the turnover of the two cities is still maintained at about 500 billion yuan, and the financing balance of the two cities is maintained at more than 850 billion yuan.

Supported by abundant liquidity in the market.

Overall, there aren't many investors who are bearish.

The biggest disagreement between everyone is just the landing point of the market and the direction of sustainable market speculation, and how it will change.

In addition to the internal discussions of retail investors, major investors, and the community.

In the direction of the regulatory level, as well as within the core large asset management institution groups such as the 'national team'.

We are still consistent in our ideas of firmly maintaining market conditions, firmly stimulating the market, and further intensifying market investment sentiment and investment confidence.

This also leads to no matter how the market changes, how much speculation is carried out.

On the macro news side, most of them are positive good news.

And in the case that 'Bluestone Heavy Loading' was continuously relayed by the market capital for 20 price limits, the regulator did not require the suspension of trading for verification, and through regulatory means, to curb the speculation of sub-new shares and even other concept stocks in the market.

At the same time, in the market as a whole bullish, local divergent views of the situation.

Off-site, the 20 price limit horror money-making effect of the 'Blue Stone Reload' check is still continuing to ferment, attracting more and more potential investors from the OTC to enter, and also invisibly attracting those who have not paid attention to stocks before, slowly paying attention to the market, and can't help but open an account for trading.

Among the various brokerage institutions.

It can also be seen, although the market has entered a brief correction phase of a sideways.

However, the speed of new users opening accounts in its business department has not weakened, but is still accelerating, and the development of its two financial businesses and its financing balance are also continuing to increase.

These phenomena ......

It shows that the overall money-making effect of the market is not bad.

Off-site, there are a large number of new investor groups, which continue to enter the market, and a large number of new over-the-counter funds continue to enter the market.

And the continued entry of over-the-counter funds.

It also means that the current market turnover may not be the end.

In the face of future market development, there are still further opportunities for the current market volume to perform.

At the same time, the continuous high balance of the two financial institutions and the continuous expansion and promotion of the two financial business by brokerages also mean that the investor groups in the two cities, everyone's investment risk appetite, not only did not decrease significantly in this stage, but continued to rise and become aggressive.

So many positives, and still relatively good investment sentiment.

Coupled with the performance of peripheral U.S. stocks in the evening, which was good.

After two days of further fermentation of emotions and news over the weekend, Monday, October 27.

When the market reopened, despite the sharp adjustment in the market on Friday, the Shanghai Index, the Shenzhen Index, and the ChiNext Index still opened higher across the board.

And "infrastructure", "military industry" and other popular main lines in the two cities.

Under the trend of high opening and killing people on Friday, it was also significantly higher across the board, and it was not greatly affected, once again showing a trend of anti-packing.

Last Friday, it once showed a money-making effect in the intraday, but finally rushed up and fell back to the main line of 'technology growth'.

At the opening of today's market, as expected, it opened significantly lower to make up for the fall.

As for the main concept of 'sports industry development', and the 'sub-new stocks' sector that appeared on Friday, these two major conceptual themes not only opened high across the board, but also the overall money-making effect of the sector is still bursting.

In particular, the two core leading stocks of 'Bluestone Heavy Equipment' and 'Leiman Optoelectronics'.

"Blue Stone Heavy Loading" opened high near the 7-point increase position, and there is a lot of momentum to continue to increase the limit, creating the momentum of the 21st daily limit, and "Leiman Optoelectronics" is also directly higher than 5% of the rise, which also shows the trend of a strong two-board board.

"The popular main lines of 'military industry' and 'infrastructure', under the tragic trend of killing and falling last Friday, opened today without people, and all of them opened significantly higher, which is really surprising."

In the face of such an opening situation, at this moment, Yanjing, Yihe Capital Investment Company, in the main fund trading room, fund manager Chen Yihe sighed: "The emotional feedback and money-making effect of the market, as well as the degree of abundant liquidity, are really much more optimistic than we thought. ”

Gao Xiang, the head of the trading team sitting next to Chen Yihe, smiled and said: "Boss, this may be the resilience of the market, the market volume of 500 billion can be performed, in the 'infrastructure', 'military industry' these popular main line basic investment logic is still there, the future is expected to be relatively certain, and the valuation is not very high, and it is still a reasonable range of the market, so there is naturally no shortage of funds."

Moreover, isn't this pattern of the market exactly what we expected?

Where there is volume, there is a market.

The birth of a bull market is often not the accumulation of quantity?

I feel that under the maintenance of this amount, the market is already fully equipped with the basic conditions of the 'big bull market outbreak', and the current bull market may lack an important opportunity, or a heavyweight favorable condition under the macro policy conditions.

However, despite the main lines of 'infrastructure' and 'military industry', there is no risk of a collapse at present.

Its internal undertaking force is still very strong.

However, it is also a fact that the pressure on the disk is too great, and the concentration of profit orders is ebbing.

In other words, in this form, it is unrealistic for the core main lines of 'infrastructure' and 'military industry' to continue to open up sustained upside.

The evolution of the market, no matter what, must also be exerted from other low-level main lines.

It stands to reason that such a strong overall market investment environment, as well as such abundant liquidity, the core main line of other markets, should have come out a long time ago, there is no reason to be in this position for so long! ”

Chen Yihe thought for a while and said: "As you said, there is a lack of further stimulation of important favorable conditions on the macro policy side!" ”

"Hey......" Gao Xiang sighed lightly, "It's really a waste of such a strong market sentiment and quantity performance." ”

Chen Yihe said: "Be patient, since there is such a good amount of energy support, and at the same time, there is also a local strong money-making effect to stimulate, as long as the overall investment sentiment and investment confidence of the market do not develop low, do not make the market form a vicious circle, then ...... No matter how sideways it is, if it can't go down, it will always rise. ”

"I'm afraid that the main funds of all parties think so, they don't want to lift a sedan chair for others, they keep speculating on these leftovers, and there have always been disagreements on the main line of the market, so it's not good." Gao Xiang said, "when the local money-making effect of the market is weakened, and the main line of the market can not open the situation, showing a strong money-making effect, the current high market sentiment and investment confidence, will always ebb the tide, and once the tide recess, the market is not far from falling to" vicious circle ", in other words, the Shanghai index 3000 points of this position, slow to break through, for the overall market sentiment, is definitely a relatively large bruising. ”

"There's no way around it." Chen Yihe said, "With the amount of funds in our institution, it is impossible to guide the market to break through, so we can only wait." ”

"Hmm!" Gao Xiang nodded, looked at the plate, and said, "At this time, I can only expect that the core main capital group like Mr. Su's 'Yuhang Department' will be able to guide the market, and ...... I feel that Mr. Su's 'Yuhang Department' funds should have already made a move! ”

Hearing Gao Xiang's words, Chen Yihe's eyes changed slightly, and he said with some surprise: "How can you see it?" ”