"The so-called 'good landing is negative' logic, it seems that in the case of more and more strong bull market expectations and more and more clear market bull market patterns, it basically does not exist!"

See the popular core main lines of 'big finance, big infrastructure, military industry, and science and technology growth'.

In the 'large consumption, non-ferrous cycle, petrochemical, pharmaceutical business, coal ......' and other low-level main line areas, and its core stocks hit the intraday pressure level, quickly began to recover the intraday previous pullback decline, at this moment, Su Yu is in the main Yuhang capital group.

With the rapid refresh of the group messages.

Many large investors can't help but express such feelings.

"It seems that as before, the two major sectors of securities and Internet finance, which are the strongest, have completed rapid adjustments within the day, and there is no opportunity to buy a deeper pullback."

"This shows that inside and outside the market, there are still too many capital groups chasing these two core sectors."

"I have to say that in the past half a month, the volume of the market has increased, which is really terrifying."

"Yes, the turnover of the two cities has reached a scale of almost 800 billion, and this volume can be performed, which is far more than the volume of the big bull market in 07, right?"

"Well, in terms of the market's turnover in the last few trading days, it is already a record high."

"Can't just look at the volume of performance, compared with the market value of the two cities in 07, today's market, although the Shanghai Index is still more than 3,000 points, but the overall market value, and the peak market value of the big bull market in 07, there is no difference, these years, the market has expanded a lot!"

"Yes, but although the market value is about the same as it was then, if you count the balance of trillions of yuan, the liquidity of the market, under the rapid inflow of incremental funds on and off the market, must not have reached the peak."

"Not only are we far from reaching the top, but I guess we've only just reached the bottom of the mountain."

"In terms of the market trend during this period, the turnover and liquidity shown by the market, as well as the continuous money-making effect of cohesion, are basically much higher than everyone expected. In other words...... These market factors are the reason why the securities and Internet finance sectors are so strong, and the funds of all parties do not wait for the deep adjustment of these two core sectors, and they are aggressive and crazy to raise funds. ”

"This is the case, far exceeding the previously expected market liquidity performance, which will naturally rapidly push up the market expectations of the main line of 'big finance'."

"I'll just say, in the early days of the bull market, you just need to stare at the 'securities' sector."

"Before the securities sector is not expected to be completely full, the main capital groups gathered in the main line of 'big finance' should not be easily withdrawn and fully turned to the low-level main line field, after all...... If the core main line chips are lost, it will not be easy to get them back. ”

"What's special, isn't it, Lao Tzu just wanted to do a 'high and low switch' and eat a little more profit, but he was dumped and lost his chips in an instant."

"What's it called...... Picked up sesame seeds and lost watermelons. ”

"At what stage do you expect the average increase in the securities sector and the Internet finance sector?"

"Looking at the market turnover compared with the outbreak multiple at the beginning of the year, it can be easily estimated that if the market can maintain the current average turnover of 800 billion yuan, and the balance of the two financial institutions is maintained above the trillion scale, then the stock price of the stock in the benchmark securities sector at the beginning of the year should have a 3 or 5 times increase.

"Market liquidity, as well as turnover, far exceed the peak of the last bull market, and in recent years, the operating environment of brokerages has also improved, logically speaking...... The valuation level of the entire sector is unreasonably lower than the valuation level of the last bull market, and there must be an average increase of 3 or 5 times. ”

"The key is that the average amount of energy in the market is 800 billion yuan, and the balance of trillions of financial institutions, how long can it be maintained? This is the most important valuation basis for the securities sector, and even the corresponding sectors of the main line of 'big finance' such as insurance, banking, and Internet finance. ”

"This ...... No one can say, right? ”

"I think it's completely optimistic, after all, how much has M2's data increased over the years? If the follow-up central bank changes the macro monetary policy, then, the current market is facing the easing of funds, is many times higher than 07 years, if optimistic estimates, I think the future market turnover data, further stand on the trillion scale, basically no difficulty at all, and should soon be realized. ”

"The central bank's monetary policy has shifted to ...... This expectation is indeed spread in the market, but whether it can be finalized or not is still two words! ”

"It depends on the other side of the ocean, what does the Fed do?"

"According to the external market, many financial institutions expect that after the Fed withdraws from the loose monetary policy, the road to raising interest rates should not be easily opened."

"If the expectations of the external market are more optimistic, then the central bank will indeed have more cards in its hand."

"Take a step, look at a step, I think."

"Indeed, analyzing and considering so much, it is better to follow the money-making effect of the market, as long as the core money-making effect of the market is still in the main areas of 'big finance, big infrastructure, military industry, and scientific and technological growth', then everyone will rely on these main lines to make a market."

"You still need a certain amount of faith, otherwise it's easy to get thrown off the bus."

"That's right, since I changed the way I held my position every other day and concentrated my heavy position to bet on the 'securities' sector, I really realized the phrase 'holding shares is more difficult than keeping widows'."

"Holding a stock is harder than keeping a widow!"

"The key is to stay unsold in the case of watching the market, in extreme market fluctuations, which is really a test of mentality."

"Since the plunge last Monday, not many people have been able to withstand the level of violence of the 'big finance' line!"

"The key is that the technical side deviates so far that it can continue to rise."

"This is the continuous short market under the joint force of the market, and it is the investors who are not firm in their holdings that are killed."

"In fact, this trend is that the stock price continues to rise, and after getting rid of the cost of most investors, the upward pressure will become smaller and smaller."

"Agreed, so, the main rising market of 'big finance' should not have officially arrived, right?"

"Hasn't it come yet? The securities sector index has basically doubled its rise in more than half a month. ”

"To be precise, in the main line of 'big finance', the main rise in the banking and insurance sectors, which is relatively lagging behind, has not yet fully arrived."

"Actually, I think if you want to do a 'high and low switch' market, you should also switch high and low within the core popular main line area."

"Well, yes, I always feel that today's guide disk is oriented to the 'big consumption, non-ferrous cycle, petrochemical, coal, pharmaceutical and commercial ......' and other low-level main lines that basically do not have much industry fundamental reversal expectations, and it is not very wise to do the big money of the 'high and low switch' market transformation here."

"It can only be said that judging from the market performance at this moment, it is not very wise, right?"

"But this also shows that the market is always right, and the real main line market is formed by the concerted efforts of all capital groups in the market, rather than by one or two shares of capital to guide the market."

"This is a serious agreement that only the market direction that can produce the unanimous joint efforts of the market capital group is worthy of continuous trading and continuous attention."

"From the perspective of other main funds, several times of disk induction, I have to say...... Mr. Su, who has led the main line of the market several times, is really a bull! ”

"That's right, every time Mr. Su leads the main line of the market, he has formed a consistent market capital force."

"Indeed, otherwise how can it be said that Su is always the only main funding institution in the market?"

"The key is the determination of the shares, which is also unparalleled."

"In the past many trading days, on the Dragon and Tiger list, the 'Fortune Road' and its related institutional seats either do not appear, or there is a net buying increase trend, which should show that the weight direction of Mr. Su's 'Yuhang Department' fund holdings is still on the main line of 'big finance and big infrastructure', right?"

"There should be no doubt about this, and it must still be on the main line of 'big finance' and 'big infrastructure'."

"Then what else to say, continue to firmly hold the core of the two main lines of popular leading stocks, I think the core of the 'big finance', the possible short-term peak mark, should be in the central bank's monetary easing policy, after the complete landing, the moment when the market is expected to be completely full, before that, no matter how the technical side deviates, the main funds of all walks of life should not change significantly."

"I think it should be that time, anyway...... At present, the line of 'big finance' must not have reached the time when the expectations are full and the expectations are fully realized. ”

In the fierce discussion of everyone, as well as the collision of various market analysis views.

It came at 3 o'clock in the afternoon.

The two markets ended the day of trading and ushered in the final closing moment.

I saw that Shanghai was designated at 3392.67 points, up 1.05%, approaching the 3400 point mark, and continued to close out of the trend; The Shenzhen Index and the ChiNext Index rose 0.79 and 0.63% respectively, of which, although the A50 index fell slightly at the end of the session, it still closed above the 2% increase mark, and the weakest small and medium-sized board index only rose slightly by 0.21%, barely maintaining the trend of the red plate.

In addition to the performance of the index.

In terms of the turnover performance of the two cities, the turnover of the two cities can successfully stand at the threshold of 800 billion, and the turnover reached 804.321 billion, once again refreshing the historical turnover of A-shares.

As for the performance of the major core main lines and the popular main lines.

In terms of the final closing results, the securities, banking, insurance, and 'Internet finance' sectors of the main line of 'big finance' regained the top position in the two cities.

After that, 'large infrastructure', 'military industry', and 'science and technology growth' are several main line related industry sectors.

The increase was secondary.

At one time, it was close to the midday stage in the intraday, and at the beginning of the afternoon session, it rose sharply, and once condensed the low-level main line areas with a strong money-making effect, such as the main line related sectors such as 'large consumption, non-ferrous cycle, petrochemical, coal, pharmaceutical and commercial ......', etc., have walked out of the obvious upward and downward trend, and the corresponding core hot stocks and industry leading stocks have fallen back to the origin of the straight rise in the morning near noon.

As for the market, the core hot stocks and industry leading stocks that are at the forefront of investor groups.

'CEFC Securities', the absolute weight of the brokerage sector's leading stocks, is basically an N-shaped shape in the intraday trend, and the full-day turnover was 12.769 billion, which also refreshed the new high turnover of this stock, and continued to rank first in the turnover list of the two cities, and finally closed with an increase of 4.22%.

The stock price finally closed with an increase of 6.13%, although it failed to continue to impact the price limit, but this closing increase can be regarded as reaching the highest point of the day, which is obviously beyond the capital group of many speculative stocks, and the expectations of the check.

'Western Securities', the initial leading stock of the brokerage sector, closed with a rise of 4.75% today, although in terms of intraday gains, it is not a strong stock in the field of the securities sector, but in terms of the absolute increase from the bottom to the present, this check is still the only leader in the field of the securities sector.

'Flush', the core leader of the Internet financial sector, closed at a rise of 4.22% in the midst of violent shocks today, with a full-day turnover of more than 3 billion, setting a new high in turnover since the listing of this check.

"Great wisdom" as the card position "straight flush" check of the Internet financial sector in the past two days speculation leader, still maintain the form of the closing of the price limit, and in the end of the stage, the selling order on the price limit, there is a significant shrinkage process, which shows that for many investors who hold this check, the chips in this position are still very precious, and everyone's attitude of reluctance to sell is more obvious.

As for popular stocks such as 'Oriental Wealth, Hengsheng Electronics, Jinzheng Shares, and Yinjie Technology ......'.

Although the performance is relatively inferior to the two stocks of Flush and Great Wisdom.

However, it also outperformed the market index and the rise of the 'Internet Finance' sector index, and the overall performance was significantly stronger than the market.

The main direction of the 'sub-IPO' that has been continuously speculated by funds......

The most popular 'Huake Sugon' continued to maintain the form of closing the price limit, closing the 17th price limit since the listing of this check.

Other popular stocks for new listings have seen obvious divergences in the market.

Like the check of 'Blue Stone Reloading', which is also ranked in the top 10 of the market investor attention rankings, its stock price failed to recover the intraday diving decline in the late stage with the re-emergence of the core main lines of 'big finance, big infrastructure, military industry, and scientific and technological growth', and finally only recorded a situation of opening high and going low, barely in the red.

And under the influence of the 'Blue Stone Reload' check.

Before the trend of this check has a strong correlation with the trend of the 'Lei Man Optoelectronics, Shanghai Sanmao, Fushun Special Steel, China Airlines Heavy Machinery, Aerospace Development ......' and other popular stocks, the trend has also been significantly affected, the long and short divergence of the disk is more serious, and only achieved a small red market closed situation, significantly underperforming the market index. (End of chapter)