"That's just as well!" Mu Zhengxing heard Fang Xinsheng's words, bowed slightly, and also knew the internal logic that supported the rise of stock prices, the most important thing is the change of expectations, not the fulfillment of expectations, pondered for a while, and said, "Mr. Fang still sees the trend of the market more clearly, since the direction of the development of the core main line of the market is still inseparable from the main lines of 'big finance', 'big infrastructure', 'military industry', and 'technological growth', then it only needs to maintain the previous trading strategy." ”

Fang Xinsheng said with a smile: "That's right, just continue to maintain the trading strategy with 'big finance' as the core position direction, if the expectation of 'the central bank to cut interest rates and cut the reserve ratio', with the development of the market, the expected fermentation in the investor groups inside and outside the market continues to deepen."

So, the core main line of 'big finance'.

There will definitely be a steady stream of bullish main capital groups, which will pour in on a large scale to further push up this core main line market.

At the same time, in the face of the main capital groups active in the market, it will further concentrate in the direction of 'big finance'.

Is it predictable......

On the main line of 'big finance', the securities sector and the Internet finance sector are the most powerful, with the highest certainty and elasticity, and there will definitely be a wave of more bullish main rising market.

Moreover, there is only a little more than a month left until the end of the year.

In order to compete for performance rankings and make a good start for next year's new fund raising, both public and private fund institutions in the industry will definitely become much more radical in terms of operation style.

In terms of the current market pattern and trend pattern.

There is no doubt that the strongest sustainable money-making effect is that it has been distributed in the core main areas of 'big finance, big infrastructure, military industry, and scientific and technological growth', as well as the branch line of 'sub-new stocks'.

However, the volume and liquidity of the 'sub-IPO' branch are relatively small.

It is only suitable for large investors and investors to concentrate on emotional speculation, and is not suitable for large-scale institutional capital groups to enter and exit.

So, if there are no surprises...... The only radical direction of these major institutional group funds that want to earn excess profits in the market at the end of the year can only be the core main lines of 'big finance, big infrastructure, military industry, and scientific and technological growth', especially the most popular and popular main line of 'big finance'.

In other words, we just need to stay in the main line of 'big finance'.

Especially in the field of securities and Internet finance, there is no need to worry about the stocks that are held if there are enough positions, and there is no need to worry about missing the market if there is no stronger buying capital group in the follow-up and continue to come in to push up the stock price.

Again...... Today's Dragon and Tiger list.

In addition to these not-so-smart institutions, there is no trace of reducing positions by heavyweight 'big finance' mainline holding institutions like 'Yuhang'.

Since it is like the 'Yu Hang Department' in the whole 'big finance' main line field.

The volume of positions is extremely heavy, and it is initially expected that its positions in the main line of 'big finance', with a volume of no less than 50 billion institutions, can sit firmly in the Diaoyutai.

Then, we don't have to worry.

Just understand where the current market is going.

Otherwise, just wait and see the changes in market conditions and sentiment, and respond to the corresponding strategies at any time, in fact, it is okay, after all, this is a bull market......

The liquidity and sentiment reaction of the market as a whole has been very positive.

In such a market trading environment and situation, even if the momentary reaction is slow and half a beat, the impact is not very large.

In a nutshell......

It is at this time that it is relatively easy for investors to lose their chips, but it is relatively difficult to get them back.

Since the majority of investors in the market expect that the market has entered the bull market and is changing to a comprehensive bull market, then we must follow the change in specific trading strategies and thinking. ”

"Okay, got it!" Hearing Fang Xinsheng's words, Mu Zhengxing nodded again, the thoughts and thoughts that he had worried about before had disappeared at this moment, and he continued to answer with a smile, "It's because I don't have enough understanding of the market and don't see clearly what the fundamental logic and expected logic of the core main line of 'big finance' really are." ”

Fang Xinsheng responded: "I don't blame you, in fact, what you just thought is exactly what most investor groups in the market perceive about the market."

Otherwise, there would be no so-called 'high-low switch' trend in the market today.

Stocks in the low-level main line will not get out of this short-term upward and downward pattern.

It's just that the cognition and thinking are not so comprehensive.

In addition, after the investment sentiment and investment confidence of the entire market have risen, the new capital groups that have poured into the market have really exceeded everyone's expectations, and the liquidity is too high, resulting in the core 'big finance' main line, which has not had time to adjust, and has been forcibly pushed up by the new incremental funds.

At the same time, the continued surge in the balance of the two financial institutions is also rapidly pushing up the market's expectations for the securities sector.

These expectations are intertwined.

The expectation of the securities sector is already in a form of rapid leap forward, and it is naturally difficult to have symbolic sector adjustments and relatively cheap chip buying opportunities.

Moreover, I relatively, with the securities sector, in the subsequent further short trend.

The consistency of this pattern will become more and more intense. ”

Mu Zhengxing agreed with Fang Xinsheng's analysis and more optimistic expectations after carefully pondering for a while.

And with the in-depth analysis of the two of them on the list of dragons and tigers in the two cities.

Almost at the same time, Yanjing, Modu, Yuhang, Shenzhen, Jinling ...... A place where the major community groups in the country come together, within a group of institutions.

Many well-known fund managers and asset management managers.

After carefully reviewing the intraday trend of the market, as well as the data of the two cities.

also put forward a similar view to what Fang Xinsheng said, believing that 'big finance', the most popular core main line of the market, has not come to an end.

At the same time, it is also believed that after the opening of the 'Shanghai-Hong Kong Stock Connect'.

With the further fermentation of the market bull market, the influx of 'southern system' capital groups will most likely further increase their positions on a large scale in the future.

It's in this kind of cognitive correction that everyone rectifies.

For the main line of the market, the development expectation has returned to the core main line of the market of 'big finance, big infrastructure, military industry, and science and technology growth'.

In the evening, the benefits of the 'New Era Road and the Maritime Silk Road' continued to be released to the market.

At the same time, although the central bank and the regulators of financial institutions have not revealed any news to the market, some expected rumors that the central bank will cut interest rates and reserve requirements in December have gradually spread throughout the domestic financial market, attracting the attention of many investors.

Also, after Friday's pullback.

The trend of the peripheral market in the evening also swept away the haze of Friday night and returned to the trend of opening high and going high.

Moreover, in the continuous rise of several major heavyweight technology stocks in the United States, and even repeatedly refreshed new all-time highs, the Nasdaq Composite Index broke through the previous high in one fell swoop, and it is only a short distance from its all-time high.

And under the stimulus of the sharp rise in U.S. stocks in the evening.

The next day, Tuesday, November 18th.

The market has not yet opened, and the pre-market bullish sentiment is already hot.

Suddenly, even the part of the investor group that undertook the hot stock quilt in the low-level main line field yesterday also appeared with expectation and excitement in their eyes, believing that today's market will definitely open the red plate high, and can allow them to unbundle and sell yesterday's chips, and then cut the position back to the "big finance, big infrastructure, military industry, science and technology growth" and other popular main line areas where the upward trend is more clear, and the main capital group has higher participation.

"The market is open high today, there should be basically no suspense, right?"

At around 9:10, in the main fund trading room of Modu and Zexi Investment Company, Zhou Kan took a sip of water, stared at the two markets that were still in a state of suspension with a smile, and said: "And the core of the market with a high probability will be on the two core main lines of 'big finance and big infrastructure'." ”

Xu Shen, who was sitting next to Zhou Kan, heard his words, smiled slightly, and replied: "According to the development of bullish sentiment before the market, as well as the trend of the peripheral market last night, as well as various news factors circulating and fermenting in the market, there should be no suspense when the index opens high."

As for the specific market performance, what it will be, it is not certain.

Although the core main lines of "big finance, big infrastructure, military industry, and scientific and technological growth" are the first echelon main lines with the deepest involvement of the main capital groups in the entire market, the most intense trading in the two cities, and the highest liquidity.

However, these main lines have continued to rise after more than half a month.

The accumulation of profit orders and unhedging orders is also very large.

In other words, the strength of the long-short divergence in the range of its related core stocks, leading stocks, and weighted stocks is not small.

How to go cannot be simply generalized.

It still depends on the concerted efforts of a large number of active capital groups in the market in these directions. ”

"But after all, you shouldn't be pessimistic, right?" Zhou Kan laughed, "I believe that yesterday I tried to undertake the 'big consumption, non-ferrous cycle, petrochemical, coal, pharmaceutical business ......' and other low-level main line areas, trying to create a main line market rotation, into the 'high and low switching' cycle of capital groups, after the failure to guide the market, the market will definitely not develop in the direction of yesterday."

Moreover, there is no main area of money-making effect.

The money-making effect of the entire market continues to concentrate, and the index continues to break through.

The active groups of money gathered in these areas will certainly flee further.

In the current market, there are only the two core main lines of 'big finance and big infrastructure' left with the concentrated entry of capital groups that have the ability to undertake large-scale capital groups, and there are so many chips for these capital groups to grab?

The line of 'large infrastructure', although it has the strong logic and good support of 'the road of the new era and the maritime Silk Road'.

But after all, it has been rising for more than half a year, and the relative valuation and investment cost performance are still weaker than the core stocks, weighted stocks, and leading stocks in the banking, insurance, securities, and Internet finance sectors in the main line of 'big finance'...... The final gathering of funds from all walks of life is very obvious. ”

The two of them were talking......

At 9:15, it has arrived, and the two cities have entered the initial call auction moment.

I saw that the stagnant disk began to beat rapidly at the moment when the time crossed 9:15, and then it showed a general high opening situation.

According to the results of the two markets that are displayed.

There are more than 2,000 stocks in the two cities, and a total of more than 1,500 stocks have opened high in the red market, driven by the relatively high-pitched market bullish sentiment.

And the stocks that opened high in the red market are mainly distributed in the main line areas of 'big finance, big infrastructure, military industry, and science and technology growth'.

For example, in the low-level marginal main line areas such as 'large consumption, non-ferrous cycle, petrochemical, coal, and pharmaceutical and commercial ......', which showed a trend of rising and falling yesterday, only a small number of stocks have achieved a high opening in the red market, and the rest ...... In particular, the related constituent stocks and concept stocks that rose sharply in the intraday yesterday.

At this moment, they are all in a slightly lower situation.

Moreover, according to the real-time disk performance of its corresponding stocks, the initial active selling volume on its disk is not small, which completely suppresses the active buying power of the disk.

Follow this pattern.

Most of these stocks will continue to fall in the subsequent call auction time.

As for showing a strong situation, most of the constituent stocks have achieved high opening in the main line areas of 'big finance, big infrastructure, military industry, and technology growth'.

At this moment, it is very obvious to see......

The securities and Internet finance sectors in the main line of 'big finance' are still leading the two markets.

In particular, popular stocks such as 'Flush, Great Wisdom, Hengsheng Electronics, Oriental Wealth, Hua Investment Capital, Western Securities, Pacific Securities, ......', the initial high opening range is not less than 2%, and the check of 'Great Wisdom' is directly opened in the position of the price limit, and there is a form of high opening of the word limit.

Behind the main line of 'big finance'.

Stimulated by the good news of last night's 'New Era Road and Maritime Silk Road', the two core main lines of 'big infrastructure' and 'military industry'.

The related industry sector and concept sector initially opened high.

Although it is not as good as the main line of "big finance", it has basically realized the form of all high openings, such as "Huaguo Construction, Huaguo Metallurgical, Huaguo Railway Construction, Huaguo Communications Construction, Huaguo China Construction...... which is also strongly opened at a rise of more than 1%, and the active buying on the real-time disk is very strong.