"Bull, the two major feeder markets of the securities sector and the Internet finance sector, this can't be stopped at all?"

At 9:17, inside the magic capital, Zexi Investment Company, in the main fund trading room, Zhou Kan, who was observing the disk, saw that the index of the securities sector and the Internet financial sector opened sharply higher than 1.5% again, and the core constituent stocks within the two major sectors opened sharply higher, and the active buying on the disk surged, and the stock price continued to bid upward, and his eyes instantly showed a look of surprise, and he sighed: "The trend of these two major plates is too strong, right?" I feel that the active funds of the entire market are all converging on these two sectors. ”

"Shouldn't it all converge on these two plates?" Xu Shen smiled and said, "The market has come to this point, and there should not be many investors inside and outside the market who are still skeptical about the market's 'bull market' pattern, right?"

Since the vast majority of investors have begun to agree with the pattern of the market bull market.

Then, in the past historical performance of the market, the 'securities' sector has always been driven by the historical trend of leading the bull market as a pioneer sector.

A large number of active capital groups inside and outside the market are concentrated in the securities sector.

This logic is very easy to understand.

As for the market trend of the 'Internet finance' sector, why is it stronger than the securities sector, and the competition for chips for individual stocks is also more intense.

It is mainly on the cusp of the outbreak of the 'mobile Internet'.

Obviously, "Straight Flush, Great Wisdom, Oriental Wealth", which have the concept of "Internet brokerage", these online trading platform software companies, have a more convenient customer acquisition channel than traditional securities companies, and have the huge advantage of gathering user groups, and their future revenue scale explosion potential, as well as the corresponding performance explosion potential, are far greater than traditional securities companies.

This is the market trend of the 'Internet finance' sector, which has always been much stronger than the fundamental logic of the securities sector.

Plus on the whole.

These 'Internet brokers' concept stocks and growth stocks, both in terms of market value and circulation, are far smaller than traditional securities stocks, which is conducive to the concentrated speculation of the main capital groups.

Therefore, its related chips have become more scarce than traditional securities stocks.

The natural market trend, as well as the elasticity of the market, are higher and larger than those of the traditional securities sector. ”

Hearing Xu Shen's words, Zhou Kan responded with a smile: "I don't doubt that the certainty of the bull market is getting higher and more intense, and even the central bank is expected to cut interest rates and reserve requirements, and the overall macro capital is expected to change under favorable factors, the market trend of the core main line of 'big finance'."

I just think that the continuous shorting of the market is a bit of an overdraft of the market's long power.

Mr. Xu, didn't you say it before......

In the range of 3,000 to 3,500 points in the Shanghai Composite Index, is it the heaviest index range in the history of the entire market?

Such a heavy historical hedging index range field.

If in this form, continue to hold high and hit the breakthrough.

I am afraid that under the slight exhaustion of market sentiment, as well as the many market benefits that everyone fully expected, have not been fully realized, or in other words, some are less than expected, the entire market will be suppressed by a large number of new unhedging orders in the short term, as well as a large number of short-term profit orders.

The intensity and depth of its adjustment, I'm afraid it won't be low, right?

In other words, such an extreme and sustained surge will also bring about a continuous and in-depth adjustment in the future, and this sharp rise and fall will really help the market to continue to ferment in a comprehensive bull market and the sustainable development of the bull market? I think...... Probably not, right?

In market trading.

Technical analysis may not be useful, but the law of emotional regression and mean reversion of the market still exists objectively, right?

Once the short- and medium-term expectations of the two core main lines of 'big finance' and 'big infrastructure' fall slightly, the short-term profit-taking orders and unhedging orders with large profits will swarm out, and the major indices have deviated too far from the lower average support, once adjusted, it is very likely to be the kind of avalanche effect like last Monday.

The drastic avalanche adjustment effect is still a very big blow to the market's long sentiment. ”

Xu Shen listened to Zhou Kan's analysis of the market, squinted and continued to observe the market, and responded with a smile: "Your analysis is not wrong, but since the market pattern has gone like this, forming this continuous continuous short forcing situation, then what we can do is only follow the market trend."

The expected recession is likely to follow, and the resulting sharp market correction.

From an objective analysis, it is indeed a very high probability that it will occur.

But from the point of view of time, it is completely uncertain, and we don't know when and how this extreme market correction that you are analyzing will come.

Before that, what kind of height can the market go to in the continuous short-squeeze situation.

Reach that index point range.

The vast number of investors in the market cannot be accurately predicted.

What if the index continues to soar aggressively in today's market turnover, incremental capital groups, short- and medium-term long sentiment expectations and other positive factors, and directly breaks through 4,000 points in one fell swoop and then ushers in an adjustment?

Because of the inevitable extreme correction of the market, we have to change our trading strategy here and take short of the market space of 600 points upward?

Moreover, in the extreme short-squeeze market trend.

The rise of individual stocks is also extremely exaggerated, and the chips of the corresponding core stocks will become more and more scarce.

If we don't follow the general trend of the market, it is very likely that we will completely lose the core stock chips that we currently have a certain cost advantage.

In other words, in market trading, profit and loss tend to come from the same source.

If we want to avoid the decline perfectly, it is very likely that we will also perfectly avoid the continuous sharp rise in the market.

If the entire A-share market is a huge casino, only if you have chips in your hand, you can be qualified to gamble here and obtain excess returns.

In addition, the market turnover has continued to expand to more than 800 billion yuan.

Any unilateral main capital to do the trend, has been unable to shake the objective trend of the market, whether it is the 'Yu Hang system' the legendary main funds, or we, can only respect the market trend, to echo, follow the trend of the market, is the right way to truly fit the current market development.

Moreover, in a bull market, even if there are some extreme adjustments.

As long as the market's investment confidence and investment risk appetite are still in a radical state, and the continuous money-making effect has not disappeared, then no matter how drastic the adjustment situation, there is a high probability that it can be quickly repaired in the short and medium term.

In general, at this stage, maintain an aggressive position posture and trading strategy.

It is far more appropriate than maintaining a conservative position posture and trading strategy. ”

"Okay!" Zhou Kan saw that Xu Shen's words were very firm about the investment views of the market, and couldn't help but nodded, and repressed the idea in his heart that he wanted to reduce his position and take profit at this position, and settle down for safety, and said, "Then according to Mr. Xu's thoughts, let's take a look at ......."

After speaking, he put his gaze back on the trading board of the two markets.

At this time, the trading time of the market has come to 9:20.

After a short period of five minutes of initial call auction, after a large number of false pending orders were cancelled before 9:20, the real pattern of the two markets has become more obvious compared with the initial stage of call auction, and the amount of volume and energy to be matched into orders on the disk of major popular stocks has been reduced.

Through the overall disc performance......

It can be seen that the two major sectors of securities and Internet finance still maintain the trend of leading the industry sector and the concept sector of the two cities.

It's just that the rise of the two major sector indices is compared with the moment of 9:15.

It has fallen back somewhat.

From around 1.50% at the beginning, the call auction has fallen back to between 1.20% and 1.30%.

Among them, the three popular stocks with high investor attention in the market, "Straight Flush, Great Wisdom, and Oriental Wealth", are still above 3.5%, and "Great Wisdom" due to the logical demand for supplemental gains, it is significantly higher at 5.22%, and the amount of funds to buy on the disk can not only not decrease, but also continue to skyrocket a lot.

As for the securities sector......

'CEFC Securities', a weighted core stock, has basically fallen back to around the 1% increase mark; Other constituent stocks such as 'Huaxin Securities, Pacific Securities, Southwest Securities, and Xiangcai ......Securities', which also have the logic of making up for the rise at a low level, still opened higher at more than 2%.

In addition to the two popular sectors of securities and Internet finance.

The banking and insurance sector indexes that are also in the core main line of 'big finance', compared with the beginning of the call auction, the increase has also fallen, and the popular weighted stocks in the fields of 'Huashang Bank, Huaguo Bank, Huanong Bank, Huajian Bank, Minshang Bank, Minsheng Bank, Ping An Bank, Shanghai Pudong Development Bank, Industrial Bank, Huaguo Taibao, Xinhua Insurance, Ping An Insurance ......' and other sectors have also increased sharply when the increase has fallen.

As for the core main line areas such as 'large infrastructure', 'technological growth', 'mobile Internet', and 'military industry', which also performed remarkably in the initial call auction stage.

The corresponding industry sector, concept sector, as well as many constituent stocks, popular leading stocks.

At this moment, the overall increase has also fallen.

There are also relatively low-level main line areas such as 'consumption, medicine, nonferrous metals, coal, petrochemical ......', and their growth has also declined.

In general, after the clock entered 9:20.

The overall market pattern of the market, that is, the market performance of the main line, has not changed significantly, but the extreme long sentiment condensed before the market has subsided.

However, even the share prices of many stocks are under pressure.

The overall high opening situation of the entire market has not changed much.

There are still more than 1,500 stocks in the two cities that remain in the red market, and the core hype concept of the leading stock in the 'sub-new stocks' sector, the call auction price of the 'Huake Sugon' check, is still above 7% at the moment, and there are still signs of continuing to close the board and continue to set a record in the market.

It is in such a change in the sentiment of the call auction and the interpretation of the market market.

After a while, 9:25 a.m. arrived, and the call auction between the two cities ended.

After the last few minutes of the real call auction, the Shanghai Composite Index was officially fixed at a 0.37% increase at the end of the call auction, while the Shenzhen Index and the ChiNext Index opened 0.34% and 0.29% higher respectively, of which the A50 Index opened 0.51% higher and the SME Index opened 0.25% higher.

Judging from the performance of the high opening range of several core main lines of the market.

The market style of the whole market is still biased towards the direction of the main board and the direction of the constituent stocks of the A50 index, and the stocks in the field of "technology growth" and "concept growth" dominated by the small and medium-sized board and the gem are obviously worse.

Faced with such an opening situation......

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

After all, the external market continued to rise sharply last night, and the Nasdaq Composite Index also hit a record high, and there are many potential positives on the news, as well as the early stage, the performance of the entire Asia-Pacific stock market and other markets is also very positive.

Under this kind of factor, stimulated by so many positive factors.

The major indexes in the market did not even open at a high rate of 1%, so everyone naturally felt that it was less than expected.

However, fortunately, all the core indices in the market have maintained a high opening trend, and the proportion of red stocks in the entire market is not bad, and there are still more than 1,500 stocks that maintain a high opening trend, so although everyone is slightly disappointed with this opening situation, they can also accept it.

"This opening, slightly less than expected, I thought that the Shanghai Index, the opening should be able to cross yesterday's intraday high."

At 9:26, at the end of the call auction in the two cities, before entering the official opening of trading, during the short five-minute suspension period, Yuhang, within Minghui Capital Group, in the main fund trading room, fund manager He Hong frowned slightly, and said: "Looking at the call auction trend pattern of the market, although the sentiment of the bulls is still very high, and the main undertaking and following direction of various capital groups are also mainly concentrated in the main line areas of 'big finance' and 'big infrastructure'.

However, in the case of the trend of these two core main areas deviates too far from the moving average.

There are still a lot of hesitant funding groups.

Moreover, it can be seen that the further it rises, the more the profit plate is tilted, and the unhedging is still more and more serious.

I'm thinking, if the turnover of the two cities, as well as the trend of incremental capital groups concentrated in the market to grab funds, slightly decayed, the two core main lines of 'big finance' and 'big infrastructure', I am afraid it will be difficult to continue to attack as before, and it will inevitably be adjusted by shocks, right? ”