At 10:16, 'Lei Man Optoelectronics' followed the trend and soared in a straight line, and lightning touched the price limit.

At 10:17, 'Fushun Special Steel', the leading stock in the early stage of the concept of 'special steel' and 'nuclear power', also exploded rapidly, hitting the daily limit.

At 10:18, Hongdu Airlines sealed the board in a straight line, and the time-sharing turnover reached 76 million in one minute.

At 10:19, the 'Northern Navigation' pulled sharply upward, and the 'Beidou Navigation' concept plate index was also a rapid upward attack.

At 10:20, the 'military' sector index rose by more than 1.5%, squeezing into the top five positions in the list of industry sectors in the two cities, and realizing the reversal of yesterday's trend.

At 10:21, in the field of 'large infrastructure', core sectors such as real estate, steel, cement, building decoration, and building materials also rebounded rapidly.

At 10:22, 'Big Chain Heavy Industry' sealed the plate in a straight line.

At 10:23, the straight line of 'Yingkou Port' rose, bringing out the concept of 'Northeast Revitalization'.

At 10:24, the main lines of the core concepts in the early stage, such as the "Shanghai Free Trade Zone", "Yangtze River Delta Economic Belt", "Pearl River Delta Economic Belt", "Eurasian Economic Belt", "New Era Road, Maritime Silk Road", "Reform and Reorganization of Central Enterprises and State-owned Enterprises", have also launched a strong rebound, counterattacking the adjustment trend in the past few days.

At 10:25, in the field of real estate sector, 'Kumho Group' has a daily limit.

At 10:26, 'LETV' once again hit the 7% intraday increase mark, and the intraday turnover increased to more than 1 billion mark.

At 10:27, 'Lixun Precision' exploded more than 100 million yuan in just a few minutes, and the intraday increase also expanded to about 5%, bringing out the comprehensive counteroffensive situation of the 'Apple Concept' plate.

At 10:28, 'Huaguo Petroleum', a core heavy-cap stock, rose by more than 2.5% during the day.

At 10:29, the stock prices of 'Huaxin Insurance' and 'CEFC Securities' once again refreshed their intraday highs and annual highs.

At 10:30, the Shanghai Composite Index rose nearly 2%, and the Shenzhen Index and the ChiNext Index rose more than 1.5%.

At 10:31, when the intraday turnover of 'Orient Securities' reached 2.187 billion, it was suddenly listed and the price limit was blocked.

At 10:32, the securities sector index rose by 3.3% during the day.

At 10:33, the stock of 'Hengsheng Electronics' tried to punch the board, and the intraday turnover approached 1.5 billion.

At 10:34, 'Internet Speed Technology' is also a straight line explosion, with an intraday increase of 4.22%, and LeTV, Internet Speed Technology, Oriental Fortune three checks, it seems that in the competition for the first weight of the gem market capitalization stocks, it is already a situation of you competing for each other, and not giving in to each other.

At 10:35, the A50 index rose in the day, up more than 3%, and only a few of the constituent stocks in its sector showed a downward trend, and the number of red stocks reached more than 90%.

"It's another day when the market is skyrocketing!"

At this time, Yu Hang, Jingda Investment, in the main fund trading room, general manager Gu Chijiang stared closely at the changes in the two markets, and was very happy: "We have completely grasped the rhythm of this wave of market, and the continuous volume has risen, and the market bull market is really coming." ”

Lin Tingzong, the fund manager standing behind Gu Chijiang, smiled and said: "With the continuous deepening of the 'bull market expectations', after this continuous week's continuous surge, as well as the strong drive of the entire 'big finance' main line, the investor groups inside and outside the market now, basically, should have agreed with the market pattern of the 'bull market'."

This successive amount of energy can burst at a speed...... It's a bit unexpected!

I feel that the height of the intraday turnover of 600 billion will soon be broken, and I don't know what kind of volume and energy height space can be touched. ”

"Today, the line of 'technological growth' has completely caught up." Gu Chijiang said with a smile, "Even the main lines of 'infrastructure' and 'military industry', which have been adjusted for many consecutive trading days, have launched a full-scale counteroffensive today, and on the whole, they ...... The market pattern is no longer divided between each other, as long as there is a little expectation and valuable stocks, they are being grabbed by a large number of capital groups, Tingzong...... In this market situation, do you think we still need to adjust our positions in a timely manner and concentrate our fund positions on the main line of 'big finance'? ”

Lin Tingzong thought for a while and responded: "I think it is still necessary, although the current market is a full-scale outbreak of general inflation, but its main capital group in the field, as well as the core of the overall investment sentiment focus, is still in the direction of 'big finance'...... The difference is huge.

At that time, 'big finance' will definitely continue to further siphon the active capital groups in the two cities.

Other non-core mainline areas are bound to suffer blood loss.

The so-called 'strong will always be strong' market trading principle is by no means an empty word.

I think that taking advantage of the full rebound of the market, 'technology growth' has finally kept up with the rise of the main line of 'big finance', which is just an opportunity for us to stay weak and strong, adjust our positions, and further focus on the core main line.

If you don't take advantage of this time to adjust your position.

Once this extreme fiery mood is in full swing, it will subside a little.

Then, we are again in a passive situation, and it is not easy to find a more suitable time to adjust our positions than we are now. ”

"Okay!" Gu Chijiang nodded, trusting Lin Tingzong, "Then, according to what you said, at this point in time, we will take the opportunity to reduce our holdings of the stocks in the main line of 'technology growth' that we bought some time ago, increase the position of stocks in the main line of 'big finance', and also increase the weight of our fund products in the direction of 'big finance'."

But ......"

Gu Chijiang paused, and said: "We don't need to reduce all of our holdings on the line of 'technology growth', I think we can continue to hold core stocks like 'LeTV', 'Netspeed Technology', and 'Light Media'."

After all, the check of 'LeTV' was clarified by Mr. Jia.

Its current expectations, not only have not weakened, but have strengthened a lot, and it has a strong expectation difference.

In addition, this stock, the early bearish rumors continued, the stock price was greatly suppressed by the market, and at the same time, many core institutions that originally held this stock also carried out large-scale position reduction in the stock price downturn, resulting in the current number of institutional positions in this check, which is not much.

However, this check is always the GEM refers to the weighted core stocks.

Coupled with the shift in expectations, the market is in a bull market.

There is a high probability that the main institutional groups of all parties will increase the bargaining chips of this stock on a large scale.

According to my analysis, this check is not only the follow-up expectations, but also the reaction of the capital side, as well as the strength of the current trend...... It is not weaker than the core securities stocks and Internet finance concept stocks in the main line of 'big finance'.

So, I think we're in the overall investment strategy though.

It is necessary to grasp the core main line of the market and increase the weight of our positions in the main line of 'big finance'.

However, this does not mean that there should be no core constituent stocks in other core main areas that also have strong expectation logic and hype value. ”

"Hmm!" Hearing Gu Chijiang's words, Lin Tingzong nodded and said, "I am also more optimistic about the three core stocks mentioned by Mr. Gu just now. ”

After speaking, Lin Tingzong didn't need Gu Chijiang to give any more instructions.

He continued to glance at the current market changes in the two cities, and then quickly turned his head and ordered the two trading groups behind him to quickly implement the investment strategy and trading strategy that had just been agreed with Gu Chijiang.

And when the two discussed the market situation and made an appropriate rebalancing strategy.

Magic City, at the same point in time, most of the same positions, are focused on the Yinghui Fund Company in the main line of 'technology growth', Yinghui No. 2 fund product trading room, fund manager Shao Xiaoyun has already done a brainless job of cutting positions in the field of 'technology growth' and pursuing the investment strategy of the main line of 'big finance'.

But this moment.

When he saw the market, the trend of the main line of 'technological growth' seemed to be not weaker than the main line of 'big finance'.

And a number of core stocks in the main line of 'technology growth' seem to have made a comprehensive breakthrough, and the main funds have successively taken on signs of attention.

For a while, I couldn't help but hesitate a little.

After all, the main line of 'big finance', especially the securities sector and the Internet finance sector, has risen sharply for more than 5 consecutive trading days, rebounding from the bottom, and has averaged more than 20%.

It can be adjusted, and it is very likely to appear at any time!

On the other hand, the line of 'technological growth' has lagged behind the Shanghai Index in the early stage, and there is a demand for making up for the rise.

Now, due to the early negative shadow sweeping of the core leading stock of "LETV", the core leading stock of "science and technology growth", and the expected change, it is very likely to lead the main line of "technology growth", out of the continuous breakthrough situation, and switch between high and low on the main line of "big finance", forming a short-term main line market rotation.

"Manager Shao, let's ......"

Seeing Shao Xiaoyun's hesitation, Liu Changling, the leader of his trading team, couldn't help but remind.

Shao Xiaoyun looked away from the two markets, glanced at Liu Changling, and said: "Do you think we should decisively adjust our positions and shift the focus of our current positions to the main line of 'big finance'?" ”

"Of course." Liu Changling said, "Although the line of 'technological growth' has launched a strong rebound, whether it is the emotional reaction, the attack strength of funds, or the positive expected feedback on the market news, the follow-up strength of the majority of retail investors is still far inferior to the main line of 'big finance'."

There is an essential difference between rebound and reversal!

From the current point of view, the line of 'technological growth' is expected, but it has not always formed a concerted force in the market.

In this case, once the market sentiment is exhausted, the general rise disappears, and the main line of 'big finance' begins to siphon the active capital group of the market on a large scale, the line of 'technological growth' will return to a weak and volatile situation.

In my opinion, the line of 'technological growth' has not yet reversed.

We have misjudged the choice of the core main line of the market before, and this time ...... Mr. Shao, I don't think we should hesitate. ”

"But what if it ......," Shao Xiaoyun hesitated, "At this time, we are out of the core chips of the main line of 'technological growth', chasing the main line of 'big finance', and stepping on the wrong market rhythm?" Although the current expectations are still strong and the emotional reaction is hot, in the short term, many core stocks have risen by more than 20%. ”

Liu Changling said: "Even if you step on the wrong market rhythm in the short term, it doesn't matter, as long as the expectations and sentiment in the direction of 'big finance' are still the strongest in the core main line of the entire market, then even if it is a short-term adjustment, the stock price will soon recover its decline and return to a new high." ”

"Even so......," Shao Xiaoyun thought for a while and said, "Let's take a look at it again, the current net value of our fund is already a lot behind the 'Yinghui No. 1' fund, and then make a mistake...... It will be very difficult to keep up with it in the two months at the end of the year. ”

"Okay!" Liu Changling saw Shao Xiaoyun's insistence, and sighed helplessly.

And with different institutions, different trading strategies are chosen......

The market trading time, unconsciously, has reached 11:30, and the two markets ushered in the noon closing.

I saw that the Shanghai Composite Index was finally fixed at a rise of 1.89%, the Shenzhen Index and the ChiNext Index rose by about 1.6%, and the half-day turnover of the two cities reached more than 350 billion.

As for the core main areas of the market.

The main line of 'big finance' still led the two markets, of which the securities sector index rose by 3.65%, and the Internet finance sector index rose by 3.53%.

Behind the main line of 'big finance' is the main line of 'technological growth'.

This morning, the main line of 'science and technology growth', supported by the strong rebound of a number of stocks such as 'LeTV, Netspeed Technology, Huayi Brothers, Guangguang Media, Ciwen Media ......', has become a strong main line second only to the main line of 'big finance', especially in the field of 'film and television media' industry sector, which has also risen by more than 3% in half a day.

Other mainline sectors such as 'big consumption', 'non-ferrous cycle', 'petrochemical', 'infrastructure', and 'military industry'.

Even though it has not completely kept up with the rise of the Shanghai Index, it has also achieved a comprehensive red market rally.

Among them, in the main line of 'military industry', in addition to several weighted stocks such as 'China Airlines Optoelectronics, China Airlines Shenfei, and Hangfa Power ......', the small and medium-sized stocks in the sector are all skyrocketing and anti-package trends, and the three checks of 'Hongdu Airlines, China Airlines Heavy Machinery, and Northern Navigation' are even more powerful to seal the price limit.

In the face of a comprehensive general rise, the two markets closed at noon.

In particular, when you see that the turnover has reached more than 350 billion yuan in half a day, the investment sentiment in your heart is like a flame, burning people unconsciously investing money in the market, and countless investor groups, looking at such market performance, are already as fanatical as gamblers.

Emotions continue to react to the hot reaction, off-site, countless incremental capital groups.

Whether it is large institutional funds, small institutional funds, retail funds, leveraged financing funds...... All of them are desperate to step up their entry into the market, ready to grab high-quality stock chips in the market, and want to grab huge investment returns and investment profits in this mighty bull market trend that has been in place for more than six years.

(End of chapter)