Faced with such a closing situation in the two markets at noon.

The vast number of investor groups inside and outside the market, most investors, still feel a little disappointed.

After all, in the early stage of the 'big finance', 'big infrastructure' two core main lines continued to soar in the trend, follow the trend to buy, continue to undertake the two main lines of core chips of the investor group, not a few, now, these two main lines have a continuous adjustment trend, their losses, naturally magnified.

Of course, there was no pursuit of the two core main lines of 'big finance' and 'big infrastructure' before.

In other words, a group of investors who have been trapped in the main line fields such as 'big consumption', 'mobile Internet', and 'smartphone industry chain' are still very happy in the face of the continuous rebound of these main lines.

However, even the majority of investors felt that such a closing result was a little less than expected.

The overall money-making effect of the entire market is not bad.

In the middle of the day, in addition to the new stocks listed on the board and the stocks with a good review, the number of stocks that naturally changed hands also reached 40, and the total number of stocks with a daily limit reached more than 60.

"Have the two core main lines of the market, 'big finance' and 'big infrastructure', peaked?"

After the close of trading at noon, on the stock investment forums of the whole network, countless investor groups began to conduct in-depth analysis and heated discussions on the performance of the market.

"The line of 'big infrastructure', in the past month or so, has actually been a high-level sideways shock mode, right?"

"Indeed, in fact, if you calculate it carefully, taking the overall market trend of the past month as a reference, the core main line of 'big infrastructure' is related to a number of industry sectors, concept plates, as well as many related weighted stocks and popular leading stocks in the early stage, and their trends are seriously underperforming the market."

"The adjustment of the line of 'big infrastructure' can be understood, after all, this line has risen since April this year, and it is indeed in a relatively high position, but the line of 'big finance' ...... It is somewhat unexpected to be stuck in a continuous adjustment just after reaching this position. ”

"The line of 'big finance', in the past half a month, has risen a lot, right?"

"That's right, I look at the securities sector index and the Internet financial sector index, which have doubled since the closing node last month."

"You can't just look at the rise of the securities sector index and the Internet finance sector index!"

"The main line of 'big finance', not only the securities sector and the Internet finance sector, but also the insurance and banks, which have the largest weight, have an overall increase of only more than 20% in the recent month, only slightly outperforming the Shanghai Index this month, which is really not beyond expectations, and it is really not much of an increase."

"If the hype of the 'big finance' line is like this...... Can this market still be called a bull market? ”

"Definitely not, at best it can be regarded as a strong rebound."

"However, in terms of volume and performance, it must be regarded as a bull market, and the market turnover of more than 800 billion yuan is already a record high in the history of A-shares."

"If 'big finance' can't continue to hit new highs, then the logic of the 'bull market' is really not so solid."

"I think the judgment of the 'bull market' is definitely not wrong."

"The trend of the core main line of 'big finance' should be similar to the main line of 'big infrastructure' and 'military industry' from April to May in the first half of this year, right? As long as the market turnover continues to remain above 800 billion, I believe that there will definitely be a second wave of more violent continuous short squeezing on the core main line of 'big finance'. ”

"If you compare the main line of 'big infrastructure' in the first half of the year, shouldn't the line of 'big finance' have to be adjusted for a month?"

"As long as you can be sure that the market is not over, then just continue to hold it."

"Hey, the key is that the cost is too high, I can't hold it!"

"However, the adjustment phase, these two days...... Mr. Su's 'Yuhang Department' main fund product should not have the slightest trace of reducing positions, right? ”

"In the past two days, I have not seen the sale of trading seats related to Mr. Su's 'Yuhang Department' main fund."

"However, the key holdings of Mr. Su's 'Yuhang Department' main fund products have been adjusted quite a lot in the past two days, and I feel that the main capital groups that followed the trend to pursue this field before are indeed retreating, right?"

"Anyway, I am still firmly optimistic about the main line of 'big finance'."

"The main line of 'big consumption' that has come out of the continuous money-making effect is also good!"

"In the past two days, the strongest performance in the main line of the market is not the two main lines of 'mobile Internet' and 'smart phone industry chain'?"

"The strongest should be the 'film and television media' section, right?"

"In the past two days, the 'film and television media' sector has indeed been quite strong, and this sector, for most of the first half of the month, has not risen less."

"That's right,'LETV' has rebounded by nearly 50% in the last half a month."

"'Netspeed Technology' has also returned to the stock price mark of 100 yuan."

"On the whole, the decline in this round of index adjustment should not be too deep, right?"

"At most, it should be about the same as 3,300 points, but it is difficult to say where the two core main lines of 'big finance' and 'big infrastructure' will be adjusted."

"The line of 'big infrastructure' has basically stepped out of the pattern of box shock, right?"

"As long as Mr. Su's 'Yuhang Department' main fund products are firmly optimistic about the 'big finance' line, and can continue to hold firm positions, I believe that the 'big finance' line of the market will soon reverse, after all, if you want to say that the main line in the entire market is expected, in fact, the 'big finance' line is the strongest."

"The stock price is high, and the expectation is the best time."

"Not to mention the line of 'big finance', the trend of today's 'Huake Sugon' check is outrageous, 21 boards, and today's check has shrunk."

"The check of 'Huake Sugon' is indeed ridiculously strong."

"The check of 'Huake Sugon' is rushing to break the record of the stock of 'Blue Stone Reloading', right?"

"Hey, I was optimistic about this stock a week ago, and there is a high probability that it will copy the trend of 'Bluestone Reloading' when it was first listed, but unfortunately I am afraid of high, I am afraid that this stock will suddenly pull back, and I dare not buy it, I really missed several price limits!"

"I chased the check of 'Shanghai Ganglian' in the intraday today, do you think this check can come out?"

"As the first demon stock in the market last year, the recognition of the 'Shanghai Ganglian' is still very good, and today's check has come out of the two boards, and there is a high probability that it can replicate a wave of last year's board rally."

"The check of 'Shanghai Ganglian' has now become the new leader of the 'Internet finance' sector, right?"

"At the moment, it should be!"

"Hey, I'm chasing the 'straight flush' check, almost chasing the highest position, and I don't know if I want to cut the meat at the moment?"

"According to the market trend for most of the month, it is better not to cut the meat, after all, the market for most of the month has actually been unable to trap people."

"Rest assured, the market of the 'straight flush' check is definitely not finished."

"The market of the three musketeers of 'Internet finance' should not be finished, doesn't it mean that there will be interest rate cuts and RRR cuts by the central bank in the future?"

"This rumor...... I don't know if it's true or not? ”

"Looking at the trend of the main line of 'big finance' in the past two days, most of them are fake news."

"I also think it's fake news, if the central bank can really cut interest rates and reserve requirements next month, can the core main line of 'big finance', which directly benefits, go into the way it is now?"

"The current trend of the main line of 'big finance' is normal, right? After all, the K-line pattern deviates so seriously from the important moving average, it is obvious that there is a demand for the trend of the moving average! ”

"Anyway, if you want to open a position at present, you must temporarily avoid the main line of 'big finance'."

"It should be said that it is necessary to avoid the core weighted stocks that have generally risen in the past half a month, rising and falling, falling and rising, which is the essence of the market."

"But the bull market, isn't it the strong Hengqiang?"

"A one-month bull market? If the Shanghai Composite Index can continue to break through and the market can continue, it is a bull market, otherwise...... It's just a bounce. ”

"I don't think it's too high, let's do it as a rebound first!"

"There should be no problem in the short term, there is a short-term speculation market height played by the two new stocks of 'Bluestone Heavy Equipment' and 'Huake Sugon', and the market speculation space is still very large."

"That's right, the market adjustment, the active short-term capital group, must be together."

"What about liquor and white electricity, are you optimistic about these two plates?"

"These two plates feel like they belong to defensive plates, suitable for long-term regular investment, not for short-term speculation, right? If you want to talk about hype...... In order to obtain excess profits in the short term, it has to be such as 'Shanghai Ganglian, Shanghai Sanmao, LeTV, Internet Speed Technology, Shibei High-tech, Beixin Road and Bridge, Beijiang Jiaotong Construction, Fushun Special Steel, Huayi Brothers, Huaqingbao, ...... these are currently showing a strong money-making effect in the early stage of the old demon stocks are more reliable. ”

"Today's 'old demon stocks', the phenomenon of collective changes is indeed more obvious than yesterday."

"Could this be the logic that the current market short-term capital group follows in terms of speculation?"

"It's entirely possible!"

"Looking at the news at noon, will there be any good?"

"I always feel that the market trend in the afternoon will not be too optimistic, and I don't know if the Shanghai Composite Index can hold the position below 3400 points today."

"Even if it's not optimistic, there won't be an extreme downward trend like last Monday, right?"

"I'd like to have another wave of extreme killing and falling like last Monday, and I regretted it for a long time when I missed last Monday's buying point."

"I hope to hold 3400 points, after all, I chased high yesterday, and I have already lost almost 5 points."

With the fierce topic refresh of the major stock discussion platforms on the whole network, in the continuous passage of time, the entire noon suspension period.

In addition to a few stocks, a positive announcement was made.

Other macro news, especially from the regulators, is still calm, with neither clear negative nor positive news.

And in this kind of news vacuum, the market's own mood is brewing and changing.

When the one-and-a-half-hour suspension time passed, 1 o'clock in the afternoon came, and the stagnant two-market market resumed continuous auction trading again.

I only saw the active capital groups in the two cities, as well as the short-term capital groups from all walks of life.

It has further begun to converge on the main lines of 'big consumption', 'mobile Internet' and 'smart phone industry chain', and accelerated its escape from the core main lines of 'big finance', 'big infrastructure' and 'military industry', which are currently weak, and a lot of 'old demon stocks' with market history.

There are more and more active buying orders on its disk.

In the market, more and more short-term investor groups have begun to realize the dark line of speculation in 'old demon stocks', and have made rapid follow-up operations.

In the rapid flow of the main capital flow of all parties, buying and selling.

The two cities are differentiating from the core main lines of 'big consumption', 'mobile Internet' and 'smart phone industry chain', and the trend of 'big finance', 'big infrastructure' and 'military industry', and the trend of market transformation is also becoming clearer and clearer.

"In the main areas of 'big finance', especially in the securities sector and the Internet finance sector, the net outflow of main funds has begun to further accelerate."

At about 1:15 p.m., in the trading room of the main fund products of Modu, Principal Financial Investment Company, the main fund product of 'Future Investment Mixed Selection', Yi Xiaopeng, the leader of the trading group, carefully observed the changes in the two markets, couldn't help but sigh lightly, and continued: "It seems that today's 'big finance' line should be hopeless, and I feel that the whole market is indeed switching the main line, and the trend of 'high and low switching' is becoming more and more obvious." ”

Sitting next to Yi Xiaopeng, Zhao Zhongming, the fund trading manager of the main fund product of 'Future Investment Mixed Selection', heard Yi Xiaopeng's words, and did not answer for a while, a pair of eyes still did not leave the two markets, and after careful observation for a while, he sighed lightly and said: "It stands to reason that the line of 'big finance', in this position, should not have this kind of trend, but since the market has changed so much, we can only respect the trend of the market."

I just didn't expect that the main line market switched to the landing point.

I originally thought that it should be seriously lagging behind the overall growth rate of the market, and has been in the doldrums for several years, and the historical decline is large enough, deep enough "non-ferrous metals", "coal", "petrochemical" and other cyclical sectors, will come out first, I did not expect that consumption, medicine will be unanimously recognized by the main funds in the field. (End of chapter)