"All of a sudden, why is there such a big divergence."

Seeing the rapid dive of the two cities, and the amount can continue to expand, at 9:35, Yuhang, Yinhua Public Fund Company, 'Value Investment Mixed Selection' Fund Product Trading Room, fund manager Zhou Yang obviously frowned: "Is the Shanghai Index going to step back on the 3,000-point support level?" ”

"It's possible to step back." Zhu Peng, the head of the trading team and assistant to the fund manager, stared at the disk and responded, "The market has skyrocketed for many days, and its short-term short-term profit is still very heavy. ”

"Hey......" Zhou Yang sighed helplessly, "It seems that the timing of our position adjustment and change the main line is still too radical!" ”

Just yesterday, the two of them were responsible for the 'Value Investment Mixed Selection' fund product.

The large-scale transfer of positions has enhanced the main line of 'big finance', especially the core stock chips in the securities sector and the Internet finance sector.

It was yesterday CEFC Securities, Hengsheng Electronics two stocks on the list of institutions.

There is their Yinhua public fund.

Unexpectedly, before the position adjustment was completed, it would encounter a very likely drawdown in the market.

Zhu Peng thought for a while, then said: "As long as the direction of our position adjustment is right, the market is still developing around the main line of 'big finance', and there are no major changes in the future expectations and fundamentals of the securities and Internet finance sectors, then I think there is no problem with our position adjustment strategy."

A short-term market correction is certainly inevitable.

However, it is obviously foreseeable that even after the index retraces 3,000 points, with the help of the current hot market sentiment and the interpretation of market confidence, it will definitely soon regain its decline, and set a new annual high and a new high in this round of rebound.

At most, we can only bear the short-term drawdown that may occur in the fund product at this stage.

Moreover, isn't there a saying that 'in the bull market phase, all pullbacks are high-quality buying points that cannot be missed'?

Although most of the current positions of our fund have been transferred to the two major sectors of securities and Internet finance, if there is an obvious step back in the market, then we can still continue to buy on dips, further enhance the chips in the securities and Internet finance sectors, and lower the cost of opening positions.

So, I think......

Although our choice of fund increase is relatively aggressive, we still have the initiative in the market. ”

When Zhou Yang heard Zhu Peng's analysis, he felt a little better in his heart, and said, "I hope it's as you said!" ”

After a short exchange, the two of them turned their eyes back to the trading board of the two cities.

At this time, the time has slipped to about 9:40, and the Shanghai Index, Shenzhen Index, and ChiNext Index have been rapidly diving to swallow all the gains of the high opening, and after hitting the intraday low, they have gradually stabilized at this moment, and began to slowly fluctuate and rebound.

And the core hot main lines in the market......

The securities sector fluctuated sharply, and the corresponding core stocks, such as CEFC Securities, Western Securities, and Orient Securities...... and other stocks, their stock prices have fluctuated near the opening price, although the long and short divergence is still huge, but the sell-off has been unable to suppress the active buying, the stock price further down.

The corresponding core stocks, such as Huashun, Oriental Fortune, Hengsheng Electronics, Yinjie Technology and other stocks, have been actively undertaken by countless buyers after a wave of rapid diving at the beginning of the session, and have been pushed up to above the opening price, almost achieving a new intraday high.

The film and television media sector, at this moment, is also following the trend of the Internet finance sector to rebound, and the corresponding core stocks, such as 'LeTV, Huayi Brothers, Guangguang Media, Huace Film and Television, Guangdong Media ......' and other stocks, have also recovered the rapid dive decline in the first few minutes of the session.

As for others, such as 'big consumption', 'non-ferrous cycle', 'petrochemical'...... and other main line areas.

It is basically following the market in shocks, there is still no relatively independent trend, and it does not show a strong state of focus on the main funds.

'Infrastructure', 'military industry' and other popular mainline sectors in the early stage.

With the opening of the 'Blue Stone Reload' diving, and in the past 10 minutes, it has been unable to recover the impact of the intraday diving decline, and the trend is significantly weaker than the broader market.

It has also become a weak leading main line sector that has obviously dragged down the market index and the market of the two cities.

"Today's market trend is much weaker than yesterday!"

Seeing that even if the market rebounds after diving, several core popular main line sectors have been unable to attack as strongly as yesterday and lead the market to break through.

"The performance of the volume and energy is similar to the same period yesterday, but the strength of the market performance is far behind."

"There is a big difference between the long and short, and I feel that today's index is ...... It must be difficult to create space, right? ”

"'Blue Stone Reloading' check, yesterday's limit, I thought that today would be the dragon turned back, continued to impact the limit, a record high, but I didn't expect that after the opening, it was the trend of burying people alive."

"'Bluestone Reloading' wants to hit a new high in repacking, and the difficulty is really not ordinary."

"Yes, on the day of the 'Blue Stone Reload' day floor last week, the intra-day turnover rate was more than 70%, which can be imagined...... How much money was buried that day? If you want to hit a new high in the anti-package, you have to fully liberate the trap plate of that day, more than 70% of the circulating disc is trapped, which main force will take it? ”

"It's basically impossible for 'Blue Stone Reloading' to rewind the sky floor that day."

"The main thing is the pattern of the 'Rongcheng Gang', far inferior to Mr. Su's 'Wealth Road' and other first-class capital seats in the market, in fact, the current market sentiment is still very good, and if the 'Blue Stone Heavy Load' pulls out a new high in one breath and plays a hot money-making effect, the market will definitely not be less than the funds that follow the trend."

"Agreed, looking at the data of the 'Blue Stone Heavy Equipment' yesterday's Dragon and Tiger List, the proportion of 'Rongcheng Gang's buying is not high, mainly because of the joint efforts of the market."

"No matter what, the check of 'Blue Stone Reloading' can't be typed today, it is completely dead, and the follow-up trend will only get weaker and weaker."

"The key is that this check has also collapsed the two major sectors of 'infrastructure' and 'military industry' today."

"The two major sectors of 'infrastructure' and 'military industry' are already weak, right?"

"The plate that has risen sharply in the early stage must be avoided, the two major plates of 'infrastructure' and 'military industry' are destined to take the original 'mobile Internet' and 'smart phone industry chain' The adjustment path of the two main lines is, look at the trend of the entire 'science and technology growth' main line before, from the end of last year, has been adjusted to the present has not completely eased up, I think the two main lines of 'infrastructure' and 'military industry' are similar, at least there will be no greater continuity in the market."

"It is still the main line of 'big finance' security, even if the market trend weakens, it can maintain a strong and volatile pattern."

"There is no doubt that 'big finance' is still the core thread of the market."

"The line of 'big finance' is the relative position in the short term, which is a bit high."

"'The strong are always strong'! Can the position of the core main line not be high? As long as the main capital group of the market continues to flow into the main line of 'big finance', I think it can continue to buy. ”

"Buy stocks, not only look at the position of the stock price, or follow the main funds, as long as there is the continuous undertaking of the main funds, I think no matter how high the position, you can also buy, and the stock price is not high, low or not, the most fundamental measure is also based on future expectations, as long as the future expectations are strong, the momentum of performance growth is very strong, and the market valuation is lower than the expected performance growth rate, that is absolutely underestimated."

"According to this standard, the core stocks in the main line of the current 'big finance' should still be completely undervalued, right?"

"It must be completely underestimated, the performance of securities stocks this year has definitely skyrocketed, and then look at the current PE valuation of various securities stocks, most of them are still in the range of more than ten times, which is in line with the performance growth rate of these stocks to break out this year, it is really still the main line of the lowest valuation in the market."

"Anyway, anyway...... Before the stock sector index doubles, it will be difficult for the stock price to fall. ”

"Even if there is a short-term adjustment, what are you afraid of? It's a bull market! ”

"Yes, it's already a bull market, and a pullback is a buy."

"It's better to go down a wave, so that I can be in a lower position, plus leverage, haha......"

"The Shanghai Composite Index will step back to 3,000 points at most, and I don't believe that the Shanghai Index can fall below this position of 3,000 points again."

"Agreed, and Mr. Su's 'Yuhang Department' is already heavily hoarded in the main line of 'big finance', and with Mr. Su as a guiding light, there is no panic at all."

"How do I feel that on the market, although the sell-off is fierce, it is difficult for both the index and individual stocks to fall?"

"The market volume can be performed, obviously still on, the so-called 'there is a market', I think the index even if it is adjusted, at most it is only sideways, if you want to turn back and fall, it is basically impossible, you know...... There are many funds waiting for the market to enter the market, and there are many of them, and the main funds have already built a large-scale position in this position, and the cost advantage of the main force is not completely played out in this position. ”

"Whatever, as long as the market's 'bull market expectations' are still deepening, just buy it!"

"Hey, the securities sector and the Internet finance sector have been completely pulled up, and sure enough...... I'll just say, whether it's the core index or its corresponding core stocks, it can't fall at all. ”

"Cow! It seems that ...... 'straight flush' check will also hit the price limit! ”

"There is a saying how to say, there are three there are five, there must be five must have seven, I feel that the current "Internet finance" sector concept leading stocks, "Straight Flush", is able to get out of the 7 boards, ......of course, the "Western Securities" check is not bad, but the circulation is relatively large."

"It seems that the securities and Internet finance sectors of the main line of 'big finance' have to carry the flag!"

"It's not that you have to carry the flag with these two conceptual plates."

"Buy! If you don't chase positions at this time, what are you waiting for? ”

", it's a big single buyer with 10,000 hands, and the funds to undertake are really fierce, on the securities sector and the Internet finance sector, the disk of many core stocks is changing at the moment!"

"Sure enough, it's still 'the strong are always strong'!"

"Sure enough, there is meat to eat with Mr. Su, and the market trend of the two core sectors of securities and Internet finance is really strong, and it has risen completely against the trend!"

"This is not called a contrarian rally, the market trend of these two core sectors is the general trend of the market, in other words, the index is completely following these two sectors."

"Well, it's true that the index is completely fluctuating with the market trend of these two sectors."

"The trend of the securities sector is really strong to the limit, and the check of 'Western Securities' has refreshed the intraday high, and if the check rises today, it will be 7 boards."

"I've filled up the check of 'Western Securities', and these days, it feels like a dream."

"What a bull market!"

"Haha, no matter where you buy it, it's hard to trap."

"Increase your position, continue to increase your position and do long, it is foreseeable that as more and more funds enter the market, the core stock chips in the follow-up securities sector and the Internet financial sector will become more and more scarce, and the stock price will be higher and higher."

"The 'film and television media' sector has also risen."

"In the second half of this year, especially the National Day just past, the box office performance of the market is very good, and the 'film and television media' can go a wave."

"The main thing is that the follow-up expectations of the check of 'LETV' have reversed, which has comprehensively driven the entire 'film and television media' sector."

"Not only that, there are still a lot of substantial benefits in the 'film and television media' sector, and the first six ministries and commissions jointly released the benefits, isn't it also in continuous fermentation?"

"Haha, that's ......"

"In short, the current market trend pattern is completely different from the previous month, or even before, at this time, we should not be pessimistic in any way."

"Still pessimistic? At this time, we should be optimistic. ”

"Looking at how many newcomers have poured into the forum in recent days, you know that the market has just begun."

"Yes, the current bull market has only just begun."

"3,000 points is the starting point of a bull market!"

"3,000 points must be the starting point of the bull market, looking at the market trend, even if there is a divergence now, the adjustment is basically completed within the day."

"In a word, you can buy it with your eyes closed."

"Yes, at this stage, even if you buy blindly with your eyes closed, you can make money."

In the midst of heated discussions among the broad retail investor community, as well as a still very positive emotional response......

The market unconsciously has spent half an hour of trading time at the beginning of the session, and the Shanghai Index, Shenzhen Index, and ChiNext Index, after half an hour of violent shocks, at this moment, have also returned to the opening position, fully recovering the diving decline at the beginning of the session.

Among them, the securities sector index and the Internet finance sector index once again rose by more than 2%.

Its internal core stocks, the market attention is extremely high, such as 'Western Securities, Flush, Oriental Securities, Jinzheng shares' several checks, the intraday increase has reached more than 5%, all refreshed the intraday high and the new high position of the year, even the market value of nearly 200 billion 'CEFC Securities', this moment of the rise also fluctuated to the 3% rise mark, the disk active buying, after experiencing the beginning of the wave of more concentrated selling blows, as strong as ever.

As for the 'film and television media' sector, which also showed a strong rebound and outperformed the broader market index.

At this moment, the rise of its sector index has also broken through to about 1.5%, and the core stocks within the sector, the two checks of 'Huace Film and Television' and 'Ciwen Media', have risen in a straight line, and have reached the price limit in the form of explosive volume, and have been completely sealed.

Thanks to the main attack of core popular sectors such as the securities sector, the Internet finance sector, and the film and television media sector, it has risen.

Other popular sectors and concept sectors in the main line areas have also been encouraged, and buying funds have emerged in an endless stream, once again suppressing the buying orders, and raising the corresponding sector indexes and the corresponding core stocks one after another, making them return to the position of the beginning of the session, or the rebound to a new high.

(End of chapter)