"Yes, in the bull market expectations are getting stronger and stronger, the basic market comprehensive bull market pattern, has been recognized by the majority of investors inside and outside the market, looking at the entire market, there should be no core line, there is the current 'big finance' line, so certain future expectations." Zhao Lijun took over and said, "Moreover, the line of 'big finance', in fact, in terms of strong future expectations, although it has risen rapidly in more than half a month, the overall increase is actually not very large, at least compared with the main line of 'big infrastructure' and 'military industry' that has risen for more than half a year, and the valuation of its corresponding weighted stocks in each sector is still low." ”

"The short-term gains in the securities and Internet finance sectors are still not small." Zhu Tianyang said, "However, the two major weighted sectors of banking and insurance have just stepped out of an obvious upward trend, not only have they not yet hit a new annual high, but they have not even crossed the high point of the first half of the year."

From the perspective of the trend of the two major weighted sectors of banking and insurance.

Under the magnificent pattern of a comprehensive bull market in the market, it is clear that the market of the core main line of 'big finance' is far from the end at present. ”

"Although the major sectors of securities, banking, insurance, and Internet finance are the core sectors of the entire 'big finance' main line, based on the core expectation of the bull market, there should still be a big difference between these major sectors in terms of market trends and sequences, right?" Wang Can thought for a while and said, "The securities and Internet finance sectors rose before the two major weighted sectors of banking and insurance, and they should be realized in terms of expectations, and the high point of the market will also be significantly ahead of the banking and insurance sectors."

I think so...... We can compare the market trends of the securities and Internet finance sectors.

It is used as a leading indicator for the subsequent trend of the banking and insurance sectors.

This will help us to judge the main line of the entire 'big finance' market, as well as changes in positions and trading strategies. ”

"Well, you can refer to it accordingly." Zhao Lijun said, "The principle of 'the strong is always strong' is definitely useful in the development stage of the core main market. ”

"In fact, in addition to the core main line of 'big finance', in the case of higher and higher market turnover and liquidity, the two core main lines of 'big infrastructure' and 'military industry', which have performed strongly in the first half a year or so, have gradually come out again." Zhu Tianyang stared at the changes in the two cities with his eyes and said, "Looking at the trend of the market, it is obvious that a number of main lines have been formed that are intertwined with each other and march together. ”

Liu Yuan heard Zhu Tianyang's words and responded with a smile: "Under the long-term favorable promotion of the two major macroeconomic strategic plans of 'New Era Road, Maritime Silk Road' and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises', as long as the market valuation and fundamentals of the core stocks in the two main areas of 'large infrastructure' and 'military industry' are not significantly detached from the average valuation level of the market, then ...... I think these two core themes will continue to be interpreted under the effect of more and more abundant market liquidity and turnover.

Still, it can be seen......

After more than half a month of adjustment, the main line of this round of 'large infrastructure' and 'military industry' has restarted, and the core stocks that led the rise are still significantly different from before.

Its entire main line field is a bit of a 'high and low switch'. ”

"Not only in the main line areas of 'large infrastructure' and 'military industry', there are signs of speculation in the rotation of individual stocks of 'high and low switching'." At this time, Zhang Guobing of another trading group suddenly answered, "If you look carefully, in fact, there are signs of this kind of 'high and low switching' in the entire main line of 'big finance'.

Today, whether it is the securities sector, or the two major weighted sectors of banking and insurance.

The main buying funds, the most aggressive and aggressive attacks, basically, are the previous major weighted sectors of the field, relatively stagflation, but the fundamentals are not much different from the previous changes in the stocks that led the rise of the constituent stocks, and like 'Southwest Securities, Pacific Securities, Huaxin Securities, Xiangcai Securities, Minsheng Bank, Ping An Bank...... This large number of stocks seems to imply the logic of a low-priced stock speculation.

At present, the concept of low-priced weighted stocks has not yet fully appeared in the market.

We have to take a look at the changes in the trajectory of various capital groups in the follow-up market changes, so as to be able to accurately judge.

But anyway......

In the current situation of the market, in fact, the long and short divergence has always existed, and it cannot be said that the entire market has fully entered the stage of 'comprehensive bull market'. ”

"From the analysis of the overall market situation of the entire market, there is indeed a lack of this pattern of 'comprehensive bull market'." In the discussion, Li Meng, the general manager of the company's asset management business and the product manager of several main funds of the 'Yuhang Department', said with a smile, "However, as long as the core main line development direction of the market does not deviate from the lines of 'big finance, big infrastructure, military industry, and Internet finance', for the core positions of our institutions, the problem is not big, and the core main line that the national soldiers just said is inside" The market performance traces of high and low switching, we still have to pay a little attention to it, you can use a small position, try to adjust the position in this direction. ”

"Relatively speaking, in the main line of 'big infrastructure', the signs of this 'high and low switch' are more obvious." Zhang Guobing was recognized by Li Meng, paused, and said, "I think we can follow some of the strategic opinions put forward by Mr. Su before, start from the main line of 'big infrastructure', adjust positions and cut into some of the strong performance at the moment, the main capital group followed up violently, and at the same time, fundamentals, valuation and other aspects, and some of the popular stocks that have been at a relatively high level before are not much different from the low-level core stocks within the sector, so as to seek some market excess profits." ”

"I think so!" Zhao Lijun agreed.

Liu Yuan thought about it and said: "I have no opinion on starting with individual stocks with obvious market performance, but in the main direction of 'big finance', our core holdings, the current corresponding expectations, are far from being cashed out, and it is not appropriate to move blindly, this part ...... I think I can continue to maintain a static position. ”

"In the direction of 'big finance', it is currently in a radical market breakthrough trend, which is naturally suitable for quietness and not movement." Zhao Lijun said, "In the direction of the main line of 'big infrastructure', the overall differentiation of 'high and low switching' is still relatively obvious, so we can't continue to be indifferent." ”

As he spoke, several other major trading team leaders nodded.

Then everyone was under the approval of Li Meng.

They have made corresponding adjustments, actively reduced their holdings and took profits of some relatively stagflationary high-level 'infrastructure' main line core stocks, and then used the funds from the reduction of holdings and profits to buy on the disk, with relatively strong performance, and the main buying capital group followed up the fierce core weight stocks.

In the 'Yuhang system' of the main fund products, a slight position adjustment action.

As the market trading hours progress.

After 10:30, the speculation of low-priced stocks in the core main line of the market mentioned by Zhang Guobing began to appear more and more obvious on the disk.

Among them, a number of mainline core weighted stocks with stock prices between 1 and 5 yuan.

In particular, in the areas of banking, insurance, steel, non-public transportation, securities, and machinery and equipment industries, low-priced and low-priced stocks have moved.

At 10:35, the stock price of 'Huaguo Baosteel' rose by more than 5% during the day.

At 10:36, the low-priced and low-priced 'Wuhan Iron and Steel Co., Ltd., Hegang Co., Ltd., Shougang Co., Ltd., Qilu Iron and Steel Co., Ltd., and ...... a number of steel stocks followed suit.

At 10:37, the popular core stocks in the main line of the concept of "Huaguo Metallurgical", which is also a low-price "Huaguo Metallurgical Corporation", and the main line of the concept of "New Era Road and Maritime Silk Road", also showed a trend of straight line explosion, and the stock price rose to a 5% increase in a straight line within a minute or two.

At 10:38, a number of low-priced and low-priced stocks in the commercial real estate sector also moved.

At 10:39, the low price and relatively small circulation of 'Pingjiang Bank' suddenly rose, and the stock price hit the price limit in one fell swoop.

At 10:40, 'Pingjiang Bank' rose to the limit.

At 10:41, in the field of the securities sector, it has been lagging behind the rise of the sector before, and within its company, there is also the 'Founder Securities' suppressed by equity disputes, which is also supported by the speculation logic of low prices and low levels, and has been attacked by a large number of main buying capital groups, and the stock price has risen in a straight line, breaking through the 5% increase in one fell swoop, squeezing into the forefront of the plate growth list, and at the same time, it has also swept away the haze of stagnation in stock prices before, and significantly outperformed the securities sector index.

At 10:44, the core stock of "Sany Heavy Industry", the core stock of construction machinery, also jumped to 5% gains, and at the same time, Hualian Heavy Industry, XCMG Machinery, Liugong Group ...... and other similar main business stocks, which have followed suit.

At 10:45, Huaguo South Car and Huaguo North Car two checks, the intraday increase of more than 7%, has the momentum of impacting the price limit, and the entire non-public transportation sector, other concept stocks, are also rising.

At 10:46, the check of 'Huaguo Zhongjian' hit the price limit again.

At 10:47, in the midst of all the attention, the check of 'Huaguo Zhongjian' was closed to the price limit, and the intraday turnover reached 2.867 billion.

At 10:48, 'Huagong International', a low-priced infrastructure stock, rose rapidly.

At 10:49, the check of 'Chemical International' rose sharply above the 5% mark.

At 10:50, the check of 'Chemical International' rose again to break through the 7% mark.

At 10:51, in the midst of everyone's almost stunned, the time-sharing energy of the check of 'Chemical International' directly exploded to more than 200 million, and it rose rapidly and touched the position of the price limit.

At 10:52, without waiting for everyone's reaction, 'Chemical International' was lightning blocked the price limit under the effect of continuous main buying 10,000 large orders.

And when 'Huagong International' closed the price limit.

In the whole market, in the two core main areas of "big finance, big infrastructure" such as 'securities, banking, insurance, building decoration, building materials, machinery and equipment, commercial real estate development, public transportation, non-public transportation, steel, cement, ......etc.'

All the core weighted stocks that meet the low and low prices have ushered in the crazy scramble of the main capital groups.

In particular, the 'steel' sector, which occupies a strong attribute of 'low price and low price', directly jumped to the top three of the industry sector growth list in the two cities, replacing the intraday increase of the banking sector.

After that, when the market trading hours pass 11 a.m. in one fell swoop.

This kind of speculation of 'low price and low price' has begun to spread from the two core main lines of 'big infrastructure' and 'big finance' to the main line of 'military industry' and 'scientific and technological growth'.

At the same time, in the evolution of the 'high and low switch' market within this strong core main line.

The core indices of the Shanghai Index, Shenzhen Index, and ChiNext Index also continued to rise, showing a continuous breakthrough trend as always.

"Damn, today is the day of concentrated speculation on the performance of low-priced stocks!"

After 11 o'clock, the performance of the two markets is becoming more and more obvious, and the overall market speculation style is becoming clearer and clearer.

"That's right, this is called the market's 'high and low switch' market, what was it called yesterday?"

"Hey, did anyone in our group mention this logic yesterday? I didn't expect ...... Today's market has really developed like this, and the sway...... It's really hard to buy, I knew it earlier! ”

"It is indeed difficult to buy early to know, in fact, the market logic line is so go, it is also unexpected, reasonable, those core weight stocks that have skyrocketed in the short term, in the case of a sharp increase in disk pressure, funds must do this kind of 'high and low switch'."

"It's one thing to know, it's another thing to react and lay out in real time!"

"Today's 'low and low price' logic line speculation, the most core stock, should be the 'Pacific Securities' stock, right?"

"Well, this stock is the first to rise and fall, and it should be regarded as a leader."

"Why do I think it's a check from 'Huagong International'?"

"I also think it's the check of 'Huagong International', and it is obvious that before and after the check limit, the market performance is two watersheds, and it is completely two signs."

"The check from Chemical International...... Is it considered a core stock of 'big infrastructure'? ”

"It must be counted, and it is also the standard 'new era road, maritime Silk Road' macroeconomic strategy weight core leading stocks, if nothing else, this check should be speculated by the main capital groups of all parties for a period of time, and when this check was listed, it was a Fengyun stock!"

"That's not ...... In the history of our big A, there are famous demon stocks. ”

"Hehe, I didn't expect to go around in a circle, and the market still returned to the market form of 'big finance, big infrastructure, military industry, and scientific and technological growth', which is the core main line of comprehensively leading the rise and breaking through."

"No way, at present, only these core main lines are expected to be the strongest, and they can best condense the market to make money."

"If nothing else...... Such a market pattern will have to continue for a while. ”

"It will not continue for a period of time, at least at the end of the year, that is, before the news of the central bank's interest rate cut and RRR cut that everyone rumors goes, such a market pattern will not change much."

"The central bank cut interest rates and reserve requirements, and I don't know if it's true or not?"

"It shouldn't be groundless."

"Whether it's true or not, anyway, the line of 'big finance', under the expectation of such a strong bull market, is already in full swing, and in the short term, it can't stop at all."

With the rapid refresh of the news in the group, as well as the in-depth analysis of the disk by the big guys.

As the trading time goes by.

The two core main lines of 'big finance' and 'big infrastructure', as well as the core concepts of 'Internet finance', 'the road of the new era, the Maritime Silk Road', 'the reform and reorganization of central enterprises and state-owned enterprises', and the 'Shanghai Free Trade Zone', all led the market trend.

It is still continuing to strengthen, and as these main lines of the market further intensify.

The Shanghai Index, Shenzhen Index, and ChiNext Index have also continued to refresh new intraday highs under the continuous attack of the main buying capital group.