"According to the Boss's will...... Will the trend of the main board's weighted stocks continue to strengthen? After listening to Xu Shen's words, Zhou Kan thought for a moment and responded, "The market trend of small and medium-cap concept stocks will be relatively sluggish, and the 28 pattern of the market will appear again?" ”

Xu Shen said: "At present, the official opening of the 'Shanghai-Hong Kong Stock Connect', for the main board weighted stocks that are expected to be strong, must have a continuous catalytic effect, according to the analysis and judgment, the main board core main line of the weighted stocks, especially the 'big finance', 'big consumption' field, directly included in the 'Shanghai-Hong Kong Connect' constituent stocks, the follow-up in the continuous follow-up of the incremental funds, will definitely continue to strengthen."

As for whether the market will form a two-eight pattern.

Will the ChiNext Index and the Small and Medium-sized Board Index, which represent small and medium-cap stocks, become more and more different from the trend of the Shanghai Index, and whether the main capital groups will further converge in the direction of the main board weight.

It also depends on how liquid the market will be in the future to be truly accurate.

At present, it should not be seen that there will be traces and patterns of obvious two-eight differentiation patterns in the market.

If the liquidity of the market is sufficient, that is, the new turnover, it can continue to rise, breaking through the 800 billion, 900 billion, and even 1 trillion mark along the way.

Then, in the case that the main board-weighted stocks can't eat so many incremental capital groups.

The overflow of part of the liquidity will definitely continue to flow into a number of small and medium-cap stocks that have relatively high certainty and are not so cost-effective and relatively weak in the main line areas of 'big finance' and 'big infrastructure'.

In this way, when these small and mid-cap stocks are also taken care of by the overflow funds, there are active buying.

Then, the pattern of market differentiation should not happen.

Under sufficient liquidity, the market will achieve a relatively general rise in Shanghai and Shenzhen.

However, if the capital side of the market can no longer continue to expand, that is, the turnover of the market cannot continue to leap forward on a large scale at the current volume.

Well, just by the current market liquidity.

Under the premise that the incremental funds that need to be devoured in the upward development of the main board weighted stocks are getting bigger and bigger.

There will not be many incremental capital groups that will spill over from these core mainline areas of weighted stocks to a number of small- and mid-cap concept stocks.

In this way, there will be no obvious major buying in small and mid-cap stocks.

Small- and mid-cap stocks do not have sufficient main buying to undertake, and at the same time, many of their main funds are still being siphoned by the main board's weighted stocks.

Then, the small and medium-sized board index and the gem index that represent the market trend of small and medium-cap concept stocks.

Naturally, there won't be a very good performance.

In this way, the market is very likely to form a two-eight pattern, that is, to reproduce the market trend in the months from June to October.

Overall, of course......

The current market liquidity, as well as the money-making effect, is still much better than before.

Even if the market turnover cannot continue to expand in the short term, and there is a trend of the 28 pattern, then the overall money-making effect should not be bad.

At the same time, the basic pattern of the 'bull market' will not be destroyed.

In short, at this time, overly pessimistic, out of place, but ...... It is also inappropriate to be overly optimistic. ”

"Got it!" After listening to Xu Shen's words, Zhou Kan pondered for a moment and bowed slightly, "But the 'Internet finance' sector, the market should not be bad, right?" ”

Xu Shen nodded and said: "At present, the basic logic and expected logic of the 'Internet finance' sector are following the 'securities' sector, as long as there is no problem with the basic investment logic and expected logic of the 'securities' sector, then there will be no problems with the basic logic and expected logic of the 'Internet finance' sector, and there will be no great risk and uncertainty in the natural market trend." ”

"In this case, there should be nothing to adjust the current position of our fund." Zhou Kan smiled and said, "I really didn't expect that the line of 'big finance', which has risen for more than half a month, not only has the market not decayed, but the investment logic and expectation logic have become more and more tough, and the certainty of the development of the trend has become higher and higher." ”

"It's nature." Xu Shen said, "As long as the logic of the 'bull market' is stable, the expectation of the main line of 'big finance' will only get stronger and stronger, and at the same time, in the case that the over-the-counter incremental capital group has not yet reached most of the market, the main funds will also be more concentrated to the line of 'big finance'."

In my opinion......

As long as the two major weighted sectors of banking and insurance have not yet come out of a wave of profit-making and continuous short-forcing main rising market.

Then, the securities and Internet finance sectors with the highest relative elasticity will not easily peak, at least ...... For a short time, the features and traces of the short- and medium-term tops are not visible. ”

With the brief analysis of the market trend of the two markets.

At this time, the market trading hours have quickly reached the moment of 9:25.

I saw that after ten minutes of call bidding, the Shanghai index finally settled at 3372.58 points, opening 0.34% higher, while the Shenzhen Index and the ChiNext Index remained flat, with the Shenzhen Index up 0.09%, the ChiNext Index down 0.06%, and the small and medium-sized board index opening slightly lower by 0.33%.

Among them, the A50 index, which performed the strongest, opened sharply higher to 0.81%.

In addition to the performance of the major indices in the market.

The performance of the major popular core main lines, as well as the performance of the major popular industry sectors, concept plates, and concept main lines.

I saw that a number of industry sectors in the two core main areas of 'big finance' and 'big infrastructure', as well as the corresponding concept plates, still led the two cities, and other related industry sectors and concept plates in the main line areas of 'big consumption', 'military industry' and 'science and technology growth' followed.

There are more than 1,100 stocks in the two cities, and the pattern of high opening has been realized.

Overall, this opening situation, compared with the emotional performance before the market, is not bad, but it is not in line with expectations.

As for the exact style of the opening of the market.

Whether it is from the performance of major indexes or the market value of red stocks, they are all weighted stocks on the main board of the Shanghai Stock Exchange, which is significantly stronger than the growth concept stocks of small and medium-sized caps.

In particular, the constituent stocks in the A50 index space.

As a result of these constituent stocks, most of them are included in the direct trading stock pool of the 'Shanghai-Hong Kong Stock Connect'.

As a result, these stocks have directly received the role of the "southern system" capital group to increase their positions in the north after the opening of the "Shanghai-Hong Kong Stock Connect", and they have achieved a slightly higher opening than expected.

This is also the fundamental reason why the A50 index opened much stronger than the performance of other core indices in the market.

Among them, the performance of popular stocks in the two cities is ......

'Huake Sugon', which ranks first in the market investor attention list and discussion list, opened a one-word price limit under the sharp explosion of call auction, opening 7.22% higher, and the turnover of the entire call auction reached 112 million.

'Straight Flush', which ranked second in the investor attention list and discussion list, opened 2.72% higher, which was more in line with everyone's expectations.

The third-ranked 'Bluestone Heavy Equipment' achieved a 1.23% lower opening in the case of the 'Huake Sugon' opening board to attract active capital groups, which can be said to be seriously lower than the pre-market expectations.

The fourth-ranked 'Hua Investment Capital' opened at 2.23%, which was more in line with expectations.

The fifth-ranked 'Great Wisdom' opened at 8.11% of the position, continuing to be strong, and there is a tendency to continue to rise and fall, a bit of a card 'Flush' Internet financial sector leader, and there are also active capital groups in the market to focus on selling relatively high 'Flush' stocks to create a low-level 'Great Wisdom' leader.

The sixth-ranked 'Western Securities' opened 0.89% higher, and its entire call auction trend was significantly weaker than that of 'China Investment Capital', but it still outperformed several core indices that opened higher in the market, and also slightly outperformed the securities sector index that opened high.

CEFC Securities, which ranked seventh, opened 0.83% higher, basically keeping pace with the high opening of the A50 index, and the disk turnover during the entire call auction trend was larger than last week.

The eighth-ranked 'Oriental Wealth' opened 1.11% higher, although it was significantly weaker than the two stocks of 'Straight Flush and Great Wisdom', but it was also much stronger than the performance of the broader market, and its active buying on the market was also strong, and the opportunity did not decline in the slightest compared with last week.

The ninth-ranked 'China Airlines Heavy Machinery' also opened at 0.55%, and there is a hint of getting rid of the influence of 'Bluestone Heavy Equipment'.

Ranked tenth's 'Chengfei Integration' in the case of yesterday's daily limit, today is the same as 'Blue Stone Heavy Equipment', failed to continue yesterday's strength, slightly lower opened at 0.77% of the position, and due to the 'Blue Stone Heavy Equipment, Chengfei Integration' two stocks opened significantly lower, resulting in the form trend of the entire military sector, obviously differentiated.

As for the back, 'Fushun Special Steel, Shanghai Construction Engineering, Shanghai Sanmao, Huaguo Metallurgical, Huaguo China Railway, Lei Man Optoelectronics, Shibei High-tech, Beixin Road and Bridge, Hengsheng Electronics, Jinzheng Shares, Yinjie Technology, Sunline Technology, LeTV, Netspeed Technology, Guangguang Media, Ciwen Media, Huace Film and Television, Guangdong Media ......' and other popular stocks.

It shows a trend of half opening high and half opening slightly lower.

And in terms of the overall pattern, it is also the performance of large-cap stocks, which is significantly stronger than that of small-cap stocks.

Faced with such an opening situation in the two cities......

The vast number of investor groups inside and outside the market are somewhat disappointed.

Originally, everyone thought that there were several positive existences of the simultaneous listing of 'Shanghai-Hong Kong Stock Connect', 'A50 Index Futures' and 'CSI 500 Index Futures' today, and the opening form of the market would inevitably not be worse than last Friday, however, ...... The results are always somewhat unexpected.

"Hey, this is almost a flat open situation, seriously lower than expected, seriously lower than expected!"

At 9:26, seeing the opening situation of the two markets that had been fixed, at this moment, a group of retail investors gathered in the discussion area of the trading platform expressed such feelings.

"I thought that the Shanghai Composite Index would directly hit 3400 points at the opening today, but I didn't expect it to ......"

"Sure enough, the greater the expectation, the greater the disappointment!"

"Although this opening pattern is a bit lower than expected, it is not weak, right? After all, the weekend is not good, and the trend of the external market is actually not optimistic. ”

"It's not weak, but this pattern is ...... After the official opening, it is obviously not optimistic! ”

"After the official opening, the two cities are afraid that there will be a wave of killing."

"The wave of pullback at the end of Friday, obviously did not end when the market closed on Friday, and after the official opening of today, it will definitely continue the wave of pullback trend on Friday, and there is a high probability that there will be a wave of killing."

"I'm not afraid of a short-term killing, I'm afraid that the main capital groups in the field, after seeing that the market trend is obviously less than expected, they have taken profits and cut positions, after all, in the current position, especially in the popular main line of the field of 'big infrastructure', 'big finance' main line of growth, in the short term is really not small."

"It is possible that other main line areas will fall, but why can't we turn the main line of 'big finance' and 'big infrastructure' that are strong, right? Don't you hear the trading principle of 'the strong will always be strong, and the weak will always be weak'? ”

"That's right, you can't judge the market by the logic that if it rises a lot, it will fall."

"No matter how you analyze it, 'big finance' will definitely rise."

"Why do I think the opening situation of the market is a bit of a '28 pattern'?"

"Hehe, don't say it...... It's really a bit of a 'two-eight' pattern, and weighted stocks are significantly stronger than growth stocks and concept stocks! ”

"Could it be that in the past few months, the market that led the market by weight will continue?"

"This is uncertain, but in terms of the current disk form, the main line of 'technology growth' led by the small and medium-sized board and the gem is indeed the main beam that has failed to provoke the market, of course...... In addition to the 'Internet finance' sector, the 'Internet finance' sector is obviously not the logic of 'technological growth', but the logic of 'bull market brokerage'. ”

"Is the market really going to 'dance with elephants'?"

"Regardless of whether it is or not, anyway, as long as the pattern of the market's 'bull market' has not changed, then just follow the main line with the strongest market performance."

"That's right, as long as the short-term follow-up loss effect is not serious, and the strongest continuous hot spot should be the easiest trading strategy to make money."

"Then just continue to follow the trend and pursue the securities and Internet finance sectors."

"We must chase, there is no better main line in the entire market than the money-making effect of these two major sectors."

"The opening of the 'Shanghai-Hong Kong Stock Connect' was originally directly beneficial to the constituent weighted stocks in the A50 index field, so it ...... If the market has a 28 pattern trend for a while, it makes logical sense. ”

"I think so...... As long as the market is still a bull market, which main line to follow, it is not a big problem, but it is just a matter of rising first and rising later. ”

"That's right, you still have to cover stocks, at this time, the market volatility becomes larger, and frequent stock swaps are most avoided."

"Haha, that's what you said...... Anyway, I bite the 'straight flush' check, and I won't let go easily, unless I really get out of the 10-fold increase, I will consider the take-profit operation. ”

"I have just followed up on the check of 'Great Wisdom', and I am optimistic that this check will catch up with the rise of the two checks of 'Straight Flush' and 'Oriental Wealth'."

"The three musketeers of the concept of 'Internet stock trading platform', I think as long as the market bull market pattern continues, the increase should not be bad, and they must be bull stocks in the market."

In the midst of the extremely heated and excited discussion......

A short 5-minute downtime was fleeting, and the market came to 9:30 a.m.

After a short five-minute period of emotional brewing, the two markets once again ushered in the official trading session of continuous auction trading.

I saw that the market of the two markets, as soon as it began to beat, the stock prices of a number of popular stocks that were concerned by the majority of investors inside and outside the market immediately rioted. (End of chapter)