At 9:48, 'Qianzhou Moutai, Wuliangye, Gree Electric, Midea Electric, Haier Electric, Shanghai Automobile Group, Great Wall Motor...... and other core weighted stocks in the field of 'big consumption', which went up again, and the main capital groups of the market further converged in the field of 'big consumption'.

At 9:49, the two major industry sector indices of automobiles and food and beverage rose by more than 1%.

At 9:50, the decline in the securities and Internet financial sectors expanded again, and the leading stock of 'Flush' expanded to 3% in the day.

At 9:51, the stock of 'Chengfei Integration' suddenly hit the falling limit.

At 9:52, the share price of 'Chengfei Integration' fell to the limit, and the decline of the 'national defense and military' industry sector index also expanded again, and it no longer opened with a very strong attitude.

At 9:53, the Shanghai Composite Index extended its decline to 1%.

At 9:54, 'LeTV' quickly rose and fell, and the stock price returned to near the flat position.

At 9:55, the 'pharmaceutical' sector continued to move, and the stock of 'Hengrui Pharmaceutical' rose by more than 2% during the day and continued to rise against the trend.

At 9:56, the popular leaders in the two cities have made up for the fall, and the intraday decline of 'Blue Stone Heavy Equipment' has not only not been driven to narrow, but has further expanded to around 5% of the decline under the 'Huake Sugon' limit.

At 9:57, the A50 index fell in the day, expanding to 1.5%, and the popular weighted stocks and industry leading stocks in the two cities have adjusted under the influence of the continuous decline of the related industry sectors and concept plates of the main line of "big finance" and "big infrastructure".

At 9:58, the check of 'CEFC Securities', in almost half an hour of transaction time, the intraday turnover exploded to 3.7 billion, compared with the previous transactions in the same period of time, once again expanded, and the intraday decline, at this time, has also reached a range of nearly 2%, continue to rank first in the turnover list of the two cities.

At 9:59, 'Shanghai Sanmao', the early leader of the 'Shanghai Free Trade Zone', suddenly moved up after two or three consecutive trading days, and rode the savior alone.

At 10 o'clock in the morning, the stock price of "Shanghai Sanmao", which rose in a straight line, reached a 5% increase, and at the same time, the main theme of the concept of "Shanghai Free Trade Zone" followed the trend.

At 10:01, the main line plate index of the concept of 'Shanghai Free Trade Zone' narrowed its decline.

At 10:02, affected by the trend of the straight line of "Shanghai Sanmao", in the field of "Shanghai Free Trade Zone", a number of popular constituent stocks such as "Shibei High-tech, Shanghai Construction Engineering, Pudong Jinqiao, Waigaoqiao, Shanghai-Hong Kong Group, ......" have concentrated on following the trend and pulling up changes.

At 10:03, 'Shanghai Sanmao' blocked the price limit with lightning speed.

At 10:04, the index of the main line of the concept of the 'Shanghai Free Trade Zone' narrowed to less than 1%, and at the same time, a number of related industry sectors and concept plates in the field of 'big infrastructure' also changed, and the decline narrowed, while the main line of 'big finance' had no obvious changes.

At 10:05, the turnover of the two cities once again reached 350 billion yuan, and the transaction was extremely active.

At 10:06, the Shanghai Composite Index retraced to below 3460 points, from the 3500 point mark, it can be said that it is getting farther and farther, at the same time, due to the vast number of investor groups inside and outside the market, especially in the short term, short-term investor groups that have made substantial profits, as well as a large number of retail investor groups who have just unbundled, are not expected to break through 3500 points in the day, and the overall market situation is still in a weak continuous shock and decline, it is difficult to suppress the impulse to sell profits, and they have concentrated on pending orders to reduce positions and take profits.

At 10:07, under the concentrated suppression of profit orders and unhedging orders, the main line of 'big finance' with the most serious accumulation of profit orders and short-term hedging orders, especially the securities and Internet finance sectors, continued to fall further, and the decline in the securities sector expanded to 1.75%.

At 10:08, the intraday decline of 'Founder Securities' instantly expanded, reaching 4%, completely engulfing yesterday's intraday rise, and its stock price trend in the last half a month has seriously lagged behind the market and sector index, and the concentrated selling orders on the disk are continuous.

At 10:09, the intraday decline of 'Oriental Fortune' also expanded to 4%.

At 10:10, the net outflow of main funds in the entire securities sector reached 1.789 billion, and this is also the first time that such a large net outflow of main funds has occurred in the securities sector since the Shanghai Index broke through 3,000 points.

At 10:11, the two major industry sectors of banking and insurance, although they were more resistant to decline than the securities sector, had to be driven downward by the securities sector, and the intraday decline exceeded 1%.

At 10:12, the intraday decline of the two checks of 'Huaguo North Railway and Huaguo South Car' also further expanded, reaching a range of 2%.

At 10:13, 'Huaxin Cement' rose rapidly, but it did not drive the entire 'cement' plate.

At 10:14, 'Huaguo MCC' also rose rapidly, but there was no obvious change in the entire 'building materials' and 'building decoration' plates.

At 10:15, the stock price of 'Huaxin Cement', which was rising rapidly, could not drive the entire sector and there was no sufficient incremental buying capital group to follow suit, and the stock price that briefly rose couldn't help but fall again.

At 10:16, the Shanghai Composite Index extended its decline to 1.2%.

At 10:17, the three major weighted sectors of banking, insurance and securities all showed a net outflow of main funds, and the total net outflow of main funds has reached a scale of 3 billion.

At 10:18, the active capital groups in the venue further converged to 'consumption and medicine'.

At 10:19, the 'Fushun Special Steel' daily limit, the old demon stocks in the early stage, or frequent changes.

At 10:20, in the field of 'Internet finance', the 'Shanghai Ganglian' began to rise sharply, while the stocks of 'Flush, Great Wisdom, Oriental Wealth, Jinzheng Shares, Hengsheng Electronics, Yinjie Technology, and Sunline ......Technology' continued to retreat and fall.

At 10:21, the stock price of 'Shanghai Ganglian' hit the daily limit.

At 10:22, the 'Shanghai Ganglian' successfully rose to the limit, but the overall driving effect of the 'Internet finance' sector was relatively limited.

At 10:23, the 'Northern Xinjiang Jiaotong Construction' also began to move.

At 10:24, the active capital groups of the entire market, in the main line of 'big finance' and 'big infrastructure', began to concentrate on the two cities to identify the old leading stocks in the early stage, as well as the old demon stocks that had been hyped in the early stage, forming a trend pattern of large numbers of old demon stocks in the early stage.

At 10:25, the daily limit of 'Shanghai Construction Engineering', the wind of old demon stocks, continued to deduce.

At 10:26, the rise of 'Qianzhou Moutai' expanded to 3% of the day, and under the concentrated selling of market profits and hedging orders, many groups of funds who thought they were smart were worried about the recurrence of last Monday's plunge, and they poured into the more defensive "consumption" and "medicine" fields to hedge against risks.

At 10:27, the 'sub-new stocks' sector index rose and returned to the 1% position.

At 10:28, the low-level old demon stocks and the 'sub-new stocks' went hand in hand again, and the market pattern of the two cities turned into a situation in which the main line of 'consumption and medicine' took the lead, and the low-level old demon stocks and the sub-new stocks were jointly interpreted.

On the whole, although the market is in a continuous volatile downward trend.

And it is farther and farther away from the 3500-point mark, and there is no hope of breaking through in the day, but the local market money-making effect still exists.

At 10:29, the 'straight flush' fell by 5% during the day, and the trend of drastic adjustment reappeared.

At 10:30, the 'securities' sector index fell to 2%, and opened for 1 hour, the net outflow of the main funds of the leading sector in the early stage has reached the terrifying 2 billion level, which makes many investor groups who pay attention to this sector and hold chips in this sector are dumbfounded.

At 10:31, the Shanghai Composite Index fell below 3460 points and continued to slide.

At 10:32, the A50 index fell by 2% during the day, but the main contract of A50 index futures, the decline performance at this time was only 1.73%, and the main contract of index futures, although there were many active short orders, but it could not fully suppress the active long single force, resulting in a certain degree of deviation between the index futures trend and the actual index trend.

At 10:33, the number of red stocks in the two cities further fell to more than 800.

At 10:34, the turnover of the two cities has reached more than 400 billion, and the entire market is still in a state of volume in the midst of falling and retreating.

"Boss, as I told you, the two cities have entered a state of correction."

At 10:35, in the main fund trading room of Modu and Zexi Investment Company, Zhou Kan stared at the market where the two cities were trading fiercely, and continued with a smile: "The main lines of 'big finance' and 'big infrastructure' have been fully adjusted, and the Shanghai Index has obviously temporarily lost its upward momentum. ”

Xu Shen next to Zhou Kan also stared at the disk, and responded with a smile: "It's good, the line of 'big finance' has risen sharply for 7 consecutive trading days, in the absence of heavy news that exceeds market expectations, especially in the case of the continuous decline in the external market trend to adjust the shadow, if you blindly attack strongly, it will be a bit empty of the strength of the bulls, and the traces of the end of the strong crossbow."

Now the entire main line market is actively retracting and consolidating the chips downward.

In the past 7 trading days, the accumulation of sky-high profit orders and unhedging orders will obviously be more conducive to subsequent market breakthroughs.

As for the line of 'big infrastructure'......

In fact, the situation faced by this line is better than that of the 'big finance' line.

After all, the line of "big infrastructure", seriously speaking, after the launch of the core main line of "big finance", it has been in a sideways adjustment situation, and now, compared with the line of "big finance", it is more adequate in terms of adjustment time and space.

If the two macroeconomic strategic plans of "the road of the new era, the maritime Silk Road" and "the reform and reorganization of central and state-owned enterprises" have not changed, and the good news from the news is still continuous, and the high-level really want to make every effort to promote these two strategic plans, then the line of "big infrastructure" will definitely break out in a continuous market.

In general, in this position.

It is a good thing for the index to take the initiative to adjust, consolidate the chips, and precipitate funds, and the adjustment of the market will also be a benign adjustment under the bull market pattern. ”

"I think the same thing as the boss." Zhou Kan smiled, "The market investment risk appetite, the overall is still positive, and the market pattern of the bull market, the recognition of investors, is still continuing to rise, in this form, as a defensive main line of the field of 'consumption, medicine' obviously can not support the active breakthrough trend of the market, naturally also illustrates these two main lines, in the current market situation, only the rebound market, there is no sustained market, today chasing these two major plates, and so on" big finance "main line adjustment is completed, I am afraid that it will be a set again." ”

"I don't know about medicine, but there should still be a reversal expectation of 'consumption'." Xu Shen emphasized, "In the field of 'big consumption', under the current situation, there is still a certain investment value and investment logic, which is really spatial elasticity, and it should be far inferior to the two core main lines of 'big finance' and 'big infrastructure'." ”

"There are a lot of 'old demon stocks' that are moving against the trend today." After a pause, Zhou Kan said again, "This hype logic line, I don't know if there is a head?" ”

Xu Shen pondered for a moment and said: "This logical line can only be short-term speculation, there is no continuity, short-term intervention is okay, but there is no need for medium and long-term intervention."

Be patient, regardless of whether the market index rises or falls.

Obviously, the securities and Internet finance sectors in the main line of 'big finance', as well as the main line of 'new era road, maritime silk road' and 'reform and reorganization of central and state-owned enterprises' in the main line of 'big infrastructure', are the real arterial nerves of the market.

As long as the expected pattern of the 'bull market' continues to ferment, the market's investment risk appetite is still in a positive state, and the market's liquidity, turnover, and financial balance are still soaring, then it is not difficult to outperform the market and the broader market index. ”

"Okay!" Zhou Kan nodded and stopped talking.

Subsequently, he once again turned his attention to the two markets that were trading fiercely.

And between the two exchanges, at the same time......

Yuhang, in a private villa, yesterday on the stock of 'Oriental Fortune', Zhang Jianping, who added 100 million new chips, tasted tea, stared leisurely at the two markets on the computer screen, watched the intraday stock price of 'Oriental Fortune' fall to around 4.5% again, and looked at the chips in his new position, in less than half a day, he had lost nearly 5 million, and his expression did not change.

"In this round, it is a bit of a mistake to greatly increase the position of 'Oriental Wealth', right?" Seeing that his friend Zhang Jianping was still calm, Liu Changsong, the main player of the 'Beiyuan Avenue' seat sitting opposite Zhang Jianping, said with a smile, "The line of 'big finance' has a bit of a news vacuum recently, coupled with too much short-term deviation from the technical side, I am afraid that it will be difficult to continue to play up the space, and the check of 'Oriental Fortune' is also afraid that it will have to step back a lot of depth." ”