Among them, there are several core hot stocks that have attracted a lot of attention.

'Bluestone Reload' opened 6.37% higher, almost approaching the 25th intraday board height set last week.

'Western Securities' opened more than 5% higher, and the initial matching of orders on the market reached more than 4,300 lots, while the stock price hit a new annual high again.

The 'straight flush' board opened high, and the sealed orders reached 43,000 hands.

'CEFC Securities' opened at 3.75% high, and the initial matching of orders on the disk was close to 8,700 lots, and the buying orders chasing up at a high level were still very strong.

In addition to these popular stocks, the performance of the major core main lines of the market.

In the main line of 'big finance', the securities sector and the Internet finance sector continued to lead the industry sector and the concept sector in the two cities in the initial stage of collective bidding, and then the film and television media sector, Internet software, and Internet application sector in the main line of 'technology growth' followed the rise of the securities sector and the Internet finance sector, and their performance was also quite strong.

After that, infrastructure, military industry, large consumption, non-ferrous cycle, petrochemical industry, electric power, ...... and other mainline-related plates.

Basically, it opened slightly higher, and at the beginning of the collective bidding in the two cities, it did not show that the main capital groups were too focused on and concentrated on grabbing funds.

"The two cities are opening up in an all-round way."

At 9:16, in the magic capital, inside Zexi Investment Company, in the main fund trading room, Zhou Kan saw the initial call bidding effect of the hot market, and said with emotion: "The recent trend of the market is really strong, regardless of whether the news is good or not, the next day opens, the bullish sentiment will inevitably rise, and this is the fifth day in a row!" ”

"The current market has formed a consensus expectation of a bull market." Xu Shen sat beside him and said with a smile, "It's not strange that there is such a market trend. ”

"I'm afraid it's too much." Zhou Kan said.

Xu Shen responded: "As long as the amount of energy can still be supported, and there is still room for continued upward expansion, as long as the off-market capital group is still entering the market to go long, then the market has a continuous short trend, in fact, there is no problem, don't worry too much." ”

"Hmm!" Zhou Kan nodded, and said, "Looking at the trend of the market, I feel that the current line of 'science and technology growth' has a reversal of the whole line, in the past two days, the three major industry sectors of 'film and television media', 'Internet software' and 'Internet application' have all been very strong, not to mention the 'Internet finance' sector, in a sense, in fact, the 'Internet finance' sector also belongs to the main line of 'technology growth'!"

I just don't know......

With the extension of the market of the securities sector, and even the extension of the main line of the entire 'big finance'.

With the quantitative performance of the current market, can we support the two-line breakthrough of the main line of 'big finance' and 'science and technology growth', so that the line of 'science and technology growth' can also get out of the main line of 'big finance', or the trend of the two main lines of 'military industry' and 'infrastructure' before. ”

Xu pondered for a while and said: "Judging from the attention of the market's funds and the follow-up strength of various funds, the main line of 'scientific and technological growth' is indeed picking up, but if you look closely, you will find that the consistent expectations and joint efforts of funds in this field are still obviously insufficient."

The overall rebound of the 'tech growth' line in the past two days.

It is mainly driven by the expected reversal of the stock of 'LETV' and the fundamental changes brought about by Mr. Jia's return.

Just look at the 'technology growth' line, the sectors of core change, and the core stocks.

In the past few days, on this core main line, the constituent stocks with frequent changes and strong trends are mainly concentrated in the three major industry sectors of 'film and television media', 'Internet software' and 'Internet application'.

These three major industry sectors are basically strongly related to the check of 'LETV' and a number of core concept stocks in the field of 'Internet finance'.

Other core concept plates such as 'electronic information', '5G concept', 'Apple concept', 'mobile game', 'semiconductor concept', etc., which belong to the main line of 'technology growth', have not highlighted the trend of complete breakthroughs, and there is no trace of the main funds rushing to raise funds one after another.

In particular, the 'small and medium-sized board' index, which is strongly related to the main line of 'technological growth'.

Recently, the small and medium-sized board index has seriously underperformed the Shanghai Index and the A50 index, and the performance of the small and medium-sized board index and the A50 index is very different.

Looking at these factors......

At present, it can only be explained that the line of 'technology growth', some strong industry sectors within it, or the corresponding strong core constituent stocks, their future expected logic and stock price trend are changing from rebound to reversal, and it cannot be said that the entire main line has such reversal traces.

On the whole, the current market performance of the main line of 'technological growth'.

and predictable short- and medium-term market performance.

It will definitely still be significantly weaker than the core main line of the market, 'big finance'.

Even in the main line of 'science and technology growth', those core component stocks that have shown some reversal signals, such as 'LeTV, Netspeed Technology, Light Media, Inspur Information, Huaguo Software ......' and other stocks, as well as the core industry sectors that show reversal signals, such as 'film and television media, Internet software, Internet applications' and other industry sectors, I am afraid that in the short and medium term, it is not comparable to the trend of a number of popular core stocks in the main line of 'big finance' with a high degree of attention from market investors.

In other words, at this time, the main line of 'technological growth'.

It is still in the trading timeframe on the left.

At this time, since the main position is already on the line of 'big finance', we don't need to change our trading strategy in a hurry to take the initiative to make orders in the main line of 'technology growth'.

Of course, the necessary attention is still necessary.

After all, even if the main line of 'science and technology growth', the current chip structure, has not been adjusted too sufficiently, and the reversal of the whole line has not yet come out, but the future expectations of this main line are also continuing to strengthen, and the wind of the two major investment outlets of the mobile Internet and smart phone industry chain is still blowing fiercely.

It is very likely that after the line of 'big finance' began to fulfill some of the positive expectations, and the stock price was temporarily speculated to a high platform with huge differences between long and short.

There are many active capital groups in the market, which will further go from high to low.

Continue to be the same as last year, grasping the two major concepts of 'mobile Internet' and 'smart phone industry chain', and it may not be possible to continue to speculate.

In general, it is okay to pay attention at this time, but there is no need for aggressive rebalancing. ”

Hearing Xu Shen's analysis, Zhou Kan pondered for a while, and finally had a full understanding of the market changes in the line of 'science and technology growth', and responded with a smile: "In the current market, the best choice of investment direction must be the best in the direction of 'big finance'...... But now that I hear the boss's analysis, the logic is much clearer. ”

With a brief exchange between the two, as well as an analysis of the market situation and the market.

Unconsciously, the market trading time has quickly entered 9:20, entering the real call auction link that cannot be cancelled.

I saw an initial call auction after five minutes.

At 9:19, after a lot of false pending orders were cancelled, the market pattern of the two markets presented was basically the same as at 9:15, and there was no major change.

Of course, although the high opening range of many stocks, as well as the high opening range of various industry sectors and concept plates, there is no major change, but in the matching of individual stocks, the change is drastic, and many stocks at this moment on the disk to be matched into a single volume can be several times that of the 9:15 moment, and with the passage of market trading time, it is still further expanding.

Such a rapidly expanding amount of matching and handing orders can be measured.

On the one hand, it can show that the market has abundant liquidity, and the tough attitude and enthusiasm to undertake orders.

At the same time, on the other hand, in fact, it can also be shown that with the successive surges of many popular core stocks, when the stock price comes to a high level in the short and medium term, especially in some hazy positive expectations, which have not been obviously realized, or can be clearly expected, the divergence on the disk is also increasing simultaneously.

At 9:21, the original seal of the price limit, the formation of the initial opening of the board of the 'straight flush' stock price began to gradually decline from the price limit, at the same time, the disk, the proposed to make a single order, but also with the stock price shock decline, and step by step rapid expansion, increased to more than 25,000 hands.

At 9:22, the share price of "Western Securities" fell back to about 3.8%, and at the same time, the share price of "CEFC Securities" also fell to around 2.5%, and the two stocks, in the trend of falling stock prices, are still rising rapidly.

At 9:23, the share price of 'Straight Flush' fell back to about 7% and began to fluctuate back and forth.

At 9:24, the stock price of the "big demon stock" of "Blue Stone Heavy Equipment" also gradually fell, and it was planned to be combined into a list, which was also more than 3 times larger than at 9:15.

At the same moment, the stock prices of these popular stocks with high market attention have fallen.

In the entire two cities, a number of core concept stocks with a daily limit yesterday, as well as the core constituent stocks of the major main lines, and even the corresponding sector indexes, have also fallen.

And in the last dozen seconds before 9:25.

The number of red stocks in the two cities has dropped from more than 1,800 at the moment of 9:15 to more than 1,500.

Finally, when 9:25 a.m. arrived, the two markets ended the call auction.

I saw that the Shanghai Index was finally fixed at the 0.43% rise position, the Shenzhen Index and the ChiNext Index opened higher than 0.35%, while the A50 Index opened close to 1%, which is still much stronger than other core indices in the market.

Among them, nearly 2,000 stocks participated in the trading in the two cities.

At this moment, most of the stocks that show a flat opening state, or a slight lower opening trend, also come from small and medium-sized marginal concept stocks.

In addition to the performance of the index, the two cities are popular in the main line.

In the main line of 'big finance', the securities sector and the Internet finance sector still maintain a sustained strong state, leading the market industry sector and the concept sector, one opening 1.05% higher and the other opening 0.93%, basically most of which are in the form of significantly outperforming the market index.

Of course, compare the securities sector and the Internet finance sector.

The insurance and banking sectors, which also belong to the main line of 'big finance', are obviously not so strong.

These two major sectors opened higher and only slightly stronger than the Shanghai Composite Index, one opened 0.49% higher and the other opened 0.52% higher.

In the main field of 'science and technology growth', the main capital undertaking force is still around the three major industry sectors of 'film and television media, Internet software, and Internet applications', which have played an obvious money-making effect in this field yesterday, and the increase in these three industry sectors is second only to the securities sector.

Among them, the 'film and television media' sector was particularly double-eyed, with a high opening range, reaching a position of 0.91%.

As for other 'big consumption', 'non-ferrous cycle', 'petrochemical', 'infrastructure', 'military industry', 'pharmaceutical business'...... and other main line areas.

In addition to the 'military industry', under the influence of the 'big demon stock' of 'Blue Stone Heavy Equipment'.

The high open was at 0.63%, forming a significant strong high opening trend.

The rest of the major main lines, as well as their related industry sectors and concept plates, are basically fluctuating with the index, with no independent trend, and there is no sign of the main capital group concentrating on the main attack.

Overall, this opening situation of the market.

Compared with the extremely hot emotional reaction before the market or at the beginning of the call auction, it is a bit lower than everyone's expectations.

Originally, before the market, or at the beginning of the call auction, everyone expected that the Shanghai Index would at least open at a higher position of more than 1%, and at the same time, the securities sector and the Internet financial sector were the two major markets with the highest attention from investors, and the most serious sector index of the main capital groups active in the market could at least open in the range of 1.5% to 2%.

However......

According to the final market opening results, all these expectations have been disappointed.

And such a market call auction trend performance, in the case of everyone's expectations are slightly lost, but it also shows that the index has risen sharply one after another, even for many days, especially in the securities and Internet financial sectors, in the case of continuous surges, in this position, the desire to sell and take profit of the profit-taking funds, as well as the potential short-selling funds lurking inside, as well as the potential short forces of the deposited historical hedging disk, have begun to be unbearable, and they have begun to sell the chips in their hands to suppress the disk and continue to move forward.

That is, the market has entered this position and has begun to touch strong upward pressure again.

The long-short divergence has become serious again.

"Today's call auction volume can perform, compared with yesterday, it has expanded a lot, and at the same time, today's entire call auction process, the performance of long and short, is also the opposite of yesterday." At 9:26, Yu Hang, Yu Hang Investment Company, in the main fund trading room, Li Meng observed the overall call auction results of the market, as well as the opening performance of the corresponding popular stocks, turned his head to Su Yu and smiled authentically, "The gradually weakening call auction situation is obviously lower than the expected opening results, which indicates that this position, the increase in the market long and short divergence."

It seems that the market has officially opened, after entering the continuous auction trading session.

At least in the 10 minutes after the opening, the two markets will bear a wave of more violent selling.

At the same time, many high-level stocks today, I am afraid that the volatility will be greater, maybe the volume of the market will be more intense than yesterday. ”

"That's normal, too." Su Yu took over the conversation and said, "The Shanghai Index 3000 points to 3200 points position range, is the historical hedging is relatively heavy, and in the early years, the index has never reached the field, even if the bull market is expected to strengthen, I believe that the market has entered the bull market stage of many investors, but the selling pressure is still very great."

There is also the drive of human nature.

For the majority of retail investors, it is difficult to resist selling the chips that have been set up for several years.

There are also retail short-term capital groups who intervened a few days ago, after holding a certain profit, it is difficult to resist selling more than profit when they see the index falling under pressure.

Therefore, from the perspective of the overall chip structure, it is completely understandable that the index has encountered a long and short divergence here.

In fact, it is a good thing to get rid of some profit orders and some of the unfirm position chips here, which is a good thing for the subsequent sustainable development of the market.

The pattern of a bull market in the market has been formed, and a large number of incremental funds outside the market are still rushing to enter the market.

Even if there are violent shocks on the disk, it will not affect the trend movement.

Let's ...... Just hold your position calmly and watch the play slowly, this time ...... If you don't move, it is the best trading strategy and investment strategy. ”

"Hmm!" Li Meng nodded, "As long as the volume is still growing, everything is not a problem, and it is estimated that even if the index is under pressure at the beginning of the session, it is estimated that it will be difficult to fall into the water under the strong buying undertaking." ”

The two of them had a brief discussion.

Soon, 9:30 a.m. arrived, and the two markets entered the official trading session of continuous auctions.

I saw that the two markets that had been stagnant for a short time had just begun to beat.

After just five minutes of emotional brewing, it was as Li Meng and Su Yu expected......

A large number of on-site stock holdings have been sold at the beginning of the session after noticing that the opening was lower than expected and many stocks were divergent in terms of volume stagnation.

Almost instantly.

The top five core popular stocks in the market, Bluestone Heavy Equipment, Western Securities, Flush, CEFC Securities, and Hengsheng Electronics, are all rapidly exploding and falling in lightning.

Especially the 'Blue Stone Reload' check.

In one breath, from a large higher opening, it fell straight to near the flat price, and within a minute, it engulfed all the gains of the high opening.

And these core hot stocks are all rapidly bursting under the performance of diving.

core hot stocks and weighted constituent stocks in the main line of 'technology growth'; Popular concept stocks in the fields of 'big consumption' and 'non-ferrous cycle', hot concept stocks in the fields of 'military industry' and 'infrastructure', as well as concept stocks in various linear hot concept fields such as 'sub-IPO' and 'sports industry development'.

All of a sudden, they also ushered in an extremely violent diving trend.

Countless groups of funds with unfirm positions sold at the beginning of the session.

And under the concentrated sell-off of these funds, the Shanghai Index, the Shenzhen Index, and the ChiNext Index are also within one or two minutes of the beginning of the session, that is, the lightning fell and recovered the high opening gains. (End of chapter)