After all, after yesterday's low opening shock adjustment, in the case of last night's peripheral trend was very unsatisfactory, in the pre-market emotional performance, everyone has expected the market to open low, so when the market really opened low, everyone did not have much disappointed emotional reaction.

"Except for the A50 index, the other major core indexes are all within 0.5%, which is good...... didn't open too much lower, it should be in line with pre-market expectations, right? ”

When the market enters the middle of a short timeout between 9:25 and 9:30.

A group of retail investors gathered in the stock discussion area of the trading platform expressed their opinions and thoughts on this opening situation.

"The A50 index is completely dragged down by the two main lines of 'big finance' and 'big infrastructure'."

"This can't be helped, originally among the constituent stocks of the A50 index, the weighted leading stocks in the main line of 'big finance' and 'big infrastructure' occupy the majority, and the two main lines are adjusted, and the relevant weighted leading stocks have opened lower, and the performance of the A50 index is not much better."

"The so-called 'success is also Xiao He, defeat is also Xiao He'!"

"The A50 index continued to soar in the early stage, and now it should be normal to adjust it."

"The A50 index adjustment is naturally normal, and the strange thing is that it ...... The main contract of A50 index futures, the low opening range of the opening is still with the actual trend of the index, and there is a premium effect, which is outrageous. ”

"What does that mean?"

"It shows that the capital group participating in stock index futures trading is still optimistic about the follow-up trend of the A50 index, so there is this premium."

"A premium of less than 0.3% should be normal, right?"

"As far as I know, from the day the A50 index futures were officially listed and traded, the trend of the main contract of this index futures, and the trend of the index itself, there has always been a phenomenon of premium, rising more than the index, falling slower than the index, don't look at the current opening moment, the premium between the stock index futures and the stock index is only 0.3%, but counting from the listing of the main contract of the stock index futures, the overall premium of the stock index futures and the stock index has reached about 2.35%."

"It's such an exaggeration, the premium is more than 2 points?"

"Isn't it? It's only been a few days since it was listed. ”

"This shows that the A50 index will most likely continue to rise in the future, otherwise the long capital group on stock index futures will not be so aggressive."

"On the whole, the number of long positions on the main A50 stock index futures contract still exceeds the number of short orders."

"Especially in the case of a premium of more than 2 points, the number of long orders still exceeds that of short orders."

"This shows that the main capital group is still optimistic about the market's expectations, I will say...... The market will definitely not fall sharply, and it will fluctuate in a narrow range for two days at most, and it will continue to rise after all. ”

So, pessimistic what? Having the money to keep buying is king. ”

"However, according to the opening performance of various indices in the market, the overall market style is ...... Compared with the previous situation dominated by the main lines of 'big finance' and 'big infrastructure', there are still some changes. ”

"On the whole, this call auction trend is a complete continuation of yesterday's market style."

"Is the main line of 'big consumption' really about to rise? There are also the two main themes of "mobile Internet" and "smart phone industry chain", is last year's market going to repeat itself? ”

"'Big consumption' should be a supplement, as for the 'mobile Internet' and 'smart phone industry chain' The two main themes of the two major themes should be fully digested by the continuous growth of the performance, and the main capital groups in the field feel that these two major conceptual themes have the investment cost performance, so they are actively undertaken, right?"

"In essence, the investment logic and future expectation logic of the two main themes of 'mobile Internet' and 'smart phone industry chain' are no worse than the investment logic of the main line of 'big infrastructure' and 'big finance' this year, and the certainty is higher."

"The full outbreak of the 'mobile Internet' and 'smart phone' markets is undoubtedly undoubted, the key is that the overall valuation of the core weighted stocks and popular leading stocks in the two core main line areas is still a lot higher than the weight stocks and popular leading stocks in the main line of 'big finance' and 'big infrastructure', and it does not show enough investment cost performance."

"In fact, it is difficult to play the card, everyone knows that the outbreak of the 'mobile Internet' and 'smart phone' markets has arrived, so the two core main lines, although the adjustment has been for more than half a year, but the valuation has been high, and the stock prices of many stocks have not adjusted much from last year's high, so the chip structure in these two main areas has not been able to be reconsolidated and cleaned up, which has also caused these two main lines to not be able to come out of a wave of smooth rally this year."

"But it shouldn't be the same now, right? After all, the liquidity of the market has come up, and with the continuous assistance of the sky-high incremental capital group, the two core main lines with such high certainty will definitely be warmly sought after by the capital group and continue to follow the hype. ”

"I'm still more optimistic about the line of 'big consumption', after all, the economic recovery, the final landing point, isn't it the recovery of consumption?"

"According to the country's macroeconomic strategic layout on the road of the new era and the Maritime Silk Road, as well as the policy guidelines of re-liberalizing real estate supervision and further accelerating urbanization and rural revitalization, the primary point of economic recovery should be the main line of 'large infrastructure' led by government investment, and then when investment drives the economy and everyone's income level has been improved to a certain extent, it will finally reflect on consumption, that is to say, the basic logic of consumption should lag behind the economic response."

"But the stock price is always ahead of expectations."

"That's right, isn't the market all hype in advance? It is all a prediction of future expectations, often the performance does not come out, the stock price will fly, and when the performance really lands, the stock price has already peaked, last year's "technology growth", "mobile Internet", "smart phone industry chain", "mobile games", "mobile payment ......" and other themes hype is so, today's "big infrastructure", "big finance" main line hype, the same is true, so I think ...... At this time, there is nothing wrong with the layout of the main line of 'big consumption'. ”

"I also think there is nothing wrong with it, and the main capital group that pulls the line of 'big consumption' must also follow this logic to make a plate."

"In the main line of 'big consumption', which branch line is better?"

"If you want to talk about stability and the highest certainty, it should be the home appliances that are strongly related to real estate, right?"

"The trend of white electricity has always been quite stable, but the valuation cannot go up."

"But yesterday's leader, the 'big consumption' field, but the automotive sector is the strongest, if the future consumption upgrades, is the automotive sector a chance to break out again?"

"The opportunities in the auto sector are also good, but I always feel that there is no high certainty in white electricity."

"What about liquor? Do you think the liquor sector will recover strongly in the future? ”

"Except for 'Qianzhou Moutai', there should be no hope for other liquors, right?" The plasticizer incident, I think is enough to hit the entire liquor industry hard. ”

"Isn't the impact of 'plasticizers' on the liquor industry in the past?"

"How easy is it? Now let's be honest...... There are not many people who drink liquor, anyway, I am not very optimistic about the liquor sector. ”

"The line of 'Internet e-commerce' is actually good, but there is no particularly good target."

"This is the case, this year, the scale of e-commerce is also continuing to explode, and it is foreseeable that in the future, with the east wind of 'mobile Internet', with the further comprehensive outbreak of the number of domestic netizens, the industry scale effect of 'Internet e-commerce' will further erupt."

"In the A-share market, there is indeed no powerful 'Internet e-commerce' company, but the concept can still be speculated."

"Hey, in fact, I don't think you need to analyze so much, you can just buy it, whether it's 'big consumption', 'mobile Internet', 'smart phone industry chain', or 'big finance', 'big infrastructure', ' As long as the atmosphere of the bull market is there, as long as the turnover of the market is still maintained at the level of 800 billion, and the balance of the two financial institutions is still maintained at the scale of trillions, under the extremely high market liquidity, as long as you buy it and have chips in your hand, even if it is a temporary downturn adjustment, it will rise sooner or later. ”

"If it rises, it will definitely rise, but those that rise first and which ones rise later are very important."

"Actually, if you are aggressive, you can chase the line of 'sub-new stocks'."

"The line of 'sub-new shares' is really strong, and the special ...... 'Huake Sugon' has 20 boards."

"More than 20 boards, looking at the trend of today's call auction of 'Huake Sugon', there is a great probability that it will continue to set a record of 21 boards."

"The trend of the check of 'Huake Sugon' is really bullish, but unfortunately I don't dare to get on this position."

"Anyway, I don't dare to go up, I can only watch the excitement."

"I found a rule, like this kind of popular leading stocks, after the board is higher, the more you dare not buy, the more the stock price of the special one will soar."

"That's right, the same was true of the 'Blue Stone Reload' before, I just watched the check of the 'Blue Stone Heavy Load' go up and down for 7 consecutive days, and I never dared to go up."

"At this time, chasing 'Huake Sugon', the risk is not small, right?"

"It's hard to say, the market trend of the check of 'Huake Sugon' has been out of normal logic, maybe it will refresh the 'Blue Stone Reload' even board record, and may also refresh the even board record to 25 even boards, how to go...... No one could have predicted it, and the check was completely out of step with the fundamentals. ”

"In the market, there is actually a dark line, that is, the line where the 'old demon stocks' collectively pick up and make up for the rise."

"How do you grasp this line?"

"Just follow the previous 'old demon stocks' and just scare it directly!"

"The check of 'Shanghai Ganglian' is good, there is not only the concept of 'mobile Internet', but also the concept of 'Internet finance' and 'mobile payment', and this 'old demon stock' last year, the recognition is enough, right? The continuous change is enough to attract the attention and follow-up of all kinds of funds in the market. ”

"'Shanghai Ganglian' is good, but in the adjustment of the 'Internet finance' sector, the sustainability is doubtful, right? The whole sector is adjusted, can this check continue to get out of the independent market? ”

"Isn't anyone paying attention to the check of 'all-access education'? I think this check also has a concept of becoming a demon! ”

"I don't understand the logic of this check!"

"The concept of 'Internet online education'...... It should be derived from the theme concept of 'mobile Internet', right? ”

"It's a new concept that hasn't been speculated before, and Boss Ge bought a lot of chips yesterday."

"'Huake Sugon', 'Shanghai Ganglian', 'All-Access Education', and 'Shanghai Sanmao' checks, it depends on who is the strongest today, who is the first to seal the board, and I will buy whom."

"That must be the first sealing board of 'Huake Sugon'!"

With the continuous discussion of the majority of retail investors, as well as the collision of views.

The short five-minute suspension time, in the rapidly refreshing retail topic, is fleeting, and the hands of time pass 9:30, and the two markets ushered in a continuous continuous auction trading session.

I saw that the disks of the two cities have just begun to resume trading.

After a short period of emotional brewing, a large number of capital groups began to pour into the market.

With the fierce trading of buying and selling capital groups, the industry sectors and concept sectors related to the main lines of 'big consumption', 'mobile Internet' and 'smart phone industry chain' have risen rapidly, while the main lines of 'big infrastructure' and 'big finance' have fallen in a flash.

At 9:31, in just one minute, the Shanghai Composite Index extended its decline to around 0.45%.

However, also at the same moment.

The small and medium-sized board index rose in a flash, while the ChiNext index narrowed its decline, the Shenzhen index remained constant, and the A50 index followed the Shanghai index to fall further.

This is at a time when the index is rapidly diverging.

At 9:32, "Huake Sugon" directly hit the daily limit in the form of a rapid turnover of 210 million, and at the same time, "Shanghai Ganglian", "Shanghai Sanmao", "All Access Education", "Hua Qingbao", "Changqu Technology", "LeTV", "Internet Speed Technology" and other popular old demon stocks moved up.

At 9:33 a.m., 'Huake Sugon' quickly closed the price limit, achieving the 21st consecutive price limit since its listing, which is closer and closer to the 23-day record set by 'Bluestone Heavy Loading', and compared with yesterday's trend, the check has further shrunk today, and has come out of an obvious acceleration pattern.

At 9:34, the share price of 'Shanghai Ganglian' hit the 7% mark, which also showed signs of impacting the price limit.

At 9:35, the Shanghai Composite Index fell to 0.55%.

At 9:36, the decline of the securities sector index expanded to 0.98%, approaching the 1% decline mark, and the weight of the core stocks, 'CEFC Securities' intraday decline, has reached 1%, 6 minutes, the turnover has also reached 1 billion, its disk trading, can be described as extremely intense.

At 9:37, the 'Shanghai Ganglian' hit the price limit, and drove the stocks of 'Tianyu Information, Huake Jincai, and Sunline Technology' in the field of the 'Internet Finance' sector to rise.

At 9:38, the 'Shanghai Ganglian' blocked the price limit, walked out of the two-board situation, and the wind of demon stocks reappeared.

At 9:39, driven by the daily limit of the "Shanghai Ganglian", "Tianyu Information, Huake Jincai, Sunline Technology, Shanghai Sanmao, All-Access Education, LeTV, Internet Speed Technology, Hua Qingbao, Changqu Technology ......" and other "old demon stocks" continued to move higher, and received a number of active main capital groups in the field, with extremely high attention and follow-up.

At 9:40, the two major industry sectors of Internet software and Internet application squeezed into the top three of the industry sector gains list in the two cities.

At 9:41, the automobile and household appliances industry sectors in the main line of 'big consumption' are also rising rapidly, and the two major industry sectors of Internet software and Internet applications go hand in hand.

At 9:42, the check of 'Sanjiang Shopping', which has both the concept of retail and Internet e-commerce, once again closed the daily limit of the board, and also realized the daily limit trend of the second board.

At 9:43, the 'Blue Stone Heavy Load' hit the intraday fall limit, and the market trend of the 'sub-new stocks' sector became more and more differentiated and torn.

At 9:44, the "national defense and military" sector index expanded to 1.73% of the intraday decline, further leading the decline of the two city industry sectors, and its associated concept plates, such as "military industry", "military-civilian integration", "Beidou navigation", "domestic aircraft carrier", "nuclear power", "domestic large aircraft" and other conceptual theme plates, are showing a rapid downward trend, among them, the "domestic large aircraft" concept plate index, has quickly fallen to a decline of 2.23%. (End of chapter)