"Alas, such a good external trend has not stimulated the domestic market at all, which is really convincing!"

After seeing the fixed opening situation of the two cities, in the short suspension time between 9:25 and 9:30, a group of retail investors gathered in the discussion area of the trading platform sighed that they were not as expected.

"It seems that yesterday's market trend is still very impactful, 'infrastructure', 'military industry' has been speculated in the early stage, the main line of the main capital has ebbed sharply, and in the past few days, it has continued to rise, but has not been able to form a substantial breakthrough trend of 'science and technology growth', 'big consumption', 'non-ferrous cycle' and other main lines, it is indeed once again into a short-term pullback trend, it is difficult to continue to open up the upside."

"In terms of the market pattern of this opening, only the main line of 'big finance' can still be seen."

"Sure enough, it's still 'the strong Hengqiang', the line of 'big finance' is really ridiculously strong, especially the core stocks in the securities sector and the Internet finance sector, which really refuse to adjust completely, either a new high, or have been on the road to a new high, and I don't know why the main funds are so keen on the pursuit of these two major sectors."

"The logic is different, is it?" The logic of the main line of big finance is the logical expectation of the 'bull market', which is now ...... Everyone has basically agreed that this is a bull market, and 'big finance' is the vanguard of the bull market, and the valuation in the early stage is extremely low, and there is already a demand for making up for the rise, can it not be strong? ”

"If you want to talk about expectations, the expectations of the main lines of 'scientific and technological growth', 'infrastructure', and 'military industry' are not weak!"

"The future expectations of the two main lines of 'infrastructure' and 'military industry' are indeed still very strong, but their current valuation level, as well as the position of the stock price, have been more than 40% higher than the" big finance ", and these two main lines have risen too much in the past few months, even if the expectations are strong, it is bound to make drastic adjustments, readjust the internal chip structure, and re-gather the main funds and popularity in order to finally get out of the market.

As for the line of 'technological growth'.

I think that many of the main funds in the current market still have some doubts about the logic of this core main line, right?

After all, the core stocks within this main line, even if the stock price has been adjusted for almost half a year, the valuation is not low, like the core stocks, such as'LETV, Internet Speed Technology, Huayi Brothers' and other tickets, dynamic PE is still more than 100 times, such a valuation, even if the performance growth rate is very high, when the core investment focus of the market is focused on the main line of 'big finance', when the main capital offensive direction in the field is differentiated.

It is still difficult to have a lot of upside expectations and sustainable market performance expectations!

Unless the performance growth rate of the corresponding core stocks can exceed expectations in the future, such as the current third quarter and the fourth quarter, the investment logic of the 'technology growth' line, as well as the expected logic in the future, will be re-evaluated by the main funds of all parties inside and outside the market, attracting opportunities for correction of the expected logic and valuation.

Therefore, according to the expected logic and valuation level, I think the line of 'technology growth' has not yet reached a more suitable investment opportunity.

The current line of 'technological growth' feels more.

Or is it due to the growth of market liquidity, as well as the logic of over-falling rebound under the continuous adjustment in the early stage, and the logic of rebound is taken, rather than the logic of reversal. ”

"It should not be, the line of 'science and technology growth', from the technical analysis of the K-line, although it is not as good as the main line of 'big finance', especially the trend of the securities sector and the Internet finance sector, as well as the obvious trend of reversal, but it also has traces of reversal."

"Isn't the 'Internet Finance' sector also a branch line in the main theme of 'technological growth'?"

"It can't be counted like this, the market trend of the 'Internet finance' sector is more ...... It is still following the core logic of 'big finance', and the market trend of the main line of 'technological growth' is not strongly correlated, and the two are ...... Still can't generalize. ”

"I think the performance inflection point is not equal to the stock price inflection point, and there must still be investment opportunities in the main line of 'technology growth'."

"To be precise, the inflection point of performance lags behind the inflection point of stock prices."

"At least after Mr. Jia comes back, the future market expectation of the 'LeTV' check should not be worse than before, right?"

"It's not going to be worse than before, but 'LETV' has been soaring and rebounding for many days, doesn't it also fill in this expectation gap? If the stock price of this check wants to rise in the future, it still has to be based on the reversal of its fundamentals. ”

"Alas...... Overall, there are still many uncertainties in the line of 'technological growth'. ”

"Looking horizontally and vertically, there should be no clearer and stronger investment logic than the 'big finance' line."

"So make a market, follow the trend, or chase the stocks of the main line of 'big finance'?"

"To be precise, it is the core stock of chasing the securities sector and the Internet finance sector."

"But the location is really not low!"

"In this world, there is no reason for good things to be cheap, after all, everyone's eyes are bright, you can see the opportunity, others can also see, the main line of 'big finance' is so strong, the sustainability is so high, I think that chasing the 'big finance' line of stocks is far safer than chasing other main line stocks."

"From the logic of the strong and the strong, this is indeed the truth."

"The bull market has to be heavy, and there is no problem at all in chasing the core stocks of the securities sector and the Internet finance sector."

"Moreover, it is foreseeable that in the second half of this year, especially in the third and fourth quarters, the performance of securities stocks, as well as many core stocks in the Internet finance sector, will skyrocket, right? Therefore, these two popular sectors, in fact, are not just emotional hype, but also have the core logic of real fundamental changes and changes in performance expectations. ”

"This is natural, otherwise the main capital groups from all walks of life will be so crazy and continue to scramble for funds regardless of the cost?"

"Continue to follow the stocks that were disclosed in the data disclosure of yesterday's Dragon and Tiger List, and the main funds of institutions have increased their positions on a large scale, and I feel that this direction is the safest direction for the market."

"Isn't there a saying that the more divergent the market, the more funds will concentrate on the core main line?"

"In fact, in terms of the historical performance of the market, it is."

"So what else is there to say? As long as these core stocks have not yet shown obvious signs of peaking, and the main funds of their internal positions have not been sold on a large scale, they can continue to follow the trend to do the market. ”

"Yes, what's more, the current entire securities sector, the Internet finance sector, and the main financial support of Mr. Su's 'Yuhang Department'."

"However, we still have to prevent the main line of 'big finance' and follow in the footsteps of the main lines of 'infrastructure' and 'military industry'!"

"'Infrastructure', 'military industry' and other main lines, the front has risen for a quarter, oh, no, it should be said that the main line of 'big infrastructure' has risen sharply since the beginning of April in the first half of the year, if the market development of the main line of 'big finance' is benchmarked against the market development of these two main lines, it is obvious that the market of 'big finance' main line has just begun at present, and the follow-up market development space is still very large."

"Yes, it is not required that the market development of the main line of 'big finance' reach the market height and market continuation time of the main line development of 'big infrastructure' and 'military industry', at least the index will double, right? The securities sector and the Internet finance sector index, which are now rising most fiercely, have only risen from the bottom through a rapid surge for more than a week, and it is only about 30% of the space, which is still early to double. ”

"Since ancient times, people who are afraid of high are hard-working people, the more they dare not chase, the more they rise, and they also feel cheap, the more they fall, go to the weak and stay strong, concentrate on holding leading stocks, or the true meaning of stock trading, anyway, no matter how you look at the current market trend, the line of 'big finance', I am ready to continue to chase after the opening."

"I will continue to ...... with Cang"

"I have long wanted to buy the two stocks of 'Western Securities' and 'Flush', and the early position was not vacated, and yesterday I finally cut off the weak stocks that were more deeply hedged before, and I will definitely follow up today."

"Mr. Su's 'Yuhang Department' funds have only entered the main line of 'big finance' not long ago, and I continue to chase positions, I don't believe that in this position, can I be killed?"

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

A short 5-minute downtime is fleeting.

When everyone's attention turned back to the stocks they were concerned about, as well as the core indices of the two cities, the time had already shifted to 9:30, and the two cities ushered in the trading session of the official continuous auction.

I saw that the two markets had just begun to beat rapidly.

The securities sector and the Internet finance sector, which have attracted much attention and focused the attention of countless investors, continue to expand rapidly and make great progress in the form of a significantly higher opening.

Among them, a number of popular core stocks within the two major sectors.

On the 'Western Securities' market, there are more than 1,000 large orders, and within one minute, its stock price rose to more than 3%; The stock price of 'Straight Flush', the core concept of the leading stock, rose to the 8% increase mark within a minute, and there are traces of continuing to hit the price limit.

At the same time.

The two main lines of 'infrastructure' and 'military industry'.

As well as a number of industry sectors and concept plates that fluctuated around the core conceptual themes such as 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises', they fell rapidly, and the main forces deposited in the interior continued to sell intensively.

Among them, it is also a leading stock of the core concept with high attention in the two cities.

The check of 'Blue Stone Reloading', which once hit the highest 25 boards, fell intraday in a minute to about 5%.

Of course, it was influenced by the 'Blue Stone Reload' check.

'Fushun Special Steel', 'Aviation Development', 'Hongdu Aviation', 'Shanghai Construction Engineering', 'Northern Xinjiang Communications Construction'...... and other stocks, they also dived in a straight line, and the decline on the disk expanded instantly.

And also at the same time.

'Science and technology growth' main line field, 'Internet software', 'Internet application', 'smart phone industry chain' and other branch concepts, are also down, but its core concept of 'film and television media' plate, but at this moment, to maintain the trend of flat shocks, whether it is 'LETV, Huayi Brothers, Guangguang Media, Huace Film and Television, Yanjing Culture ......' and other stocks, despite the fierce trading on the disk, but the long and short forces, can still maintain balance.

As for the main areas such as 'big consumption', 'non-ferrous cycle', 'pharmaceutical business', and 'petrochemical'......

At this moment, although there is a downward adjustment trend, the amount of energy has not expanded, but there are traces of shrinkage.

At 9:32, it was only 2 minutes to open.

The check of 'Straight Flush', after a short pause in consolidation, was suddenly pushed up to the price limit by successive large orders of 10,000 lots.

And with the 'straight flush', this stock rushed to the limit.

The stocks of 'Hengsheng Electronics, Oriental Wealth, Jinzheng Shares, Yinjie Technology, Shanghai Ganglian, and Sunline Technology, ......which are also in the Internet finance sector, are also following suit.

And the securities sector, banking, insurance sector, a number of core constituent stocks.

It was also affected at the same time, and they followed the trend one after another.

At 9:33, only 3 minutes after the opening, the straight flush sealed the price limit, and in more than ten seconds, the sealed orders reached more than 200,000 hands, and the trading volume was able, and there were obvious traces of shrinkage.

With a 'straight flush' this check seals the price limit.

The entire main line of 'big finance', whether it is the Internet finance sector, or the securities, banking, and insurance sectors.

The frequency of changes in its corresponding constituent stocks is more frequent.

Among them, the share price of 'Western Securities' rose in a straight line, further expanding the increase in the disk to more than 5%, refreshing yesterday's intraday high, as well as the new high position of the year, and launching a charge to a new record high.

At 9:35 a.m., when the main line of "big finance" frantically further siphoned the active capital groups and main capital groups in the market, the core concept of "Blue Stone Heavy Loading" was further adjusted downward, and the stock price jumped from around 5% to the falling limit.

At the same time, the two core main lines of 'infrastructure' and 'military industry'.

As well as the "Eurasian Economic Belt", "On the Road of the New Era, the Maritime Silk Road", and "Reform and Reorganization of Central Enterprises and State-owned Enterprises", the main themes of the concept have also been greatly affected, and the stock prices of the corresponding core constituent stocks have fallen further.

At 9:40, the Shanghai Composite Index was attacked by the main line of 'big finance', and under the high fight, it passively rose to more than 0.5%, while the Shenzhen Index and the ChiNext Index gradually fluctuated and fell, but fell into the water.

The market of the two cities, at this moment, once again presents a well-layered market pattern.

That is to say, the main line of 'big finance' is still strong and continues to lead the two cities; the main line of 'science and technology growth' is second, continuing to diverge and fluctuate, and the long-short interweaving is extremely intense; the main lines of 'big consumption', 'non-ferrous cycle', 'petrochemical', and 'pharmaceutical business' are shrinking and fluctuating, and trading is near the flat position; 'infrastructure', ' The main line of the military industry continued to show a concentrated selling trend of large-scale and continuous ebb of the main funds, and the corresponding core stocks accelerated their decline, and the weak form remained the same, and continued to lead the decline in the industry sectors and concept sectors of the two cities.

In the face of a strong sense of hierarchy, the strength of the main line is clear, and the market trend pattern is clear at a glance.

At 9:45, at this moment, Yanjing, Modu, Shenshi, Jinling, Yuhang...... and other important core cities in the country, a number of major institutional investor groups that are currently gathered in other non-'big finance' main lines, as well as large capital groups, have also begun to further follow the trading rules of 'removing the weak and keeping the strong, and the strong will always be strong', and have greatly sold off the weak main line chips, and fully focused on the main line of 'big finance', especially the core stocks of the securities sector and the Internet finance sector, and carried out high-level pursuit and fund-raising regardless of the cost. (End of chapter)