"Continue to increase your longs?" After listening to Wang Jinglun's analysis, Chen Shen was slightly surprised, but did not respond immediately, but glanced at Gao Yixiang, the other trading team leader, and asked, "Yixiang, what do you think?" ”

Gao Yixiang faced Chen Shen's inquiry, his eyes moved away from the fierce trading of the two cities, thought for a while, and responded: "I think Jinglun is right, according to the investment expectations of the major main lines of the current market and the analysis of the underlying logic of investment, the core main lines of 'big finance', 'big infrastructure' and 'military industry'.

Under the continuous hot bull market atmosphere, and under the influence of the two major macroeconomic development strategic plans of 'New Era Road, Maritime Silk Road' and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises', its entire fundamental reversal and future expectations are still the main areas with the most speculation potential and imagination space in the entire market.

In addition, the turnover of the market has been maintained above 800 billion volume.

Compared with the market volume in the first half of the year, this volume has increased significantly by 4 or 5 times, and the balance of the two financial institutions has basically increased by more than double compared with the previous half year.

This shows that the group of incremental funds newly entering the market is very large.

The liquidity generated by such a large group of new funds, as well as the fundamental reversal brought to asset management institutions in the industry such as brokerages, banks, and insurance, as well as related practitioners, and the strength of future performance explosion space, are currently ......

In the current valuation and stock price position of securities and Internet finance.

In fact, it has not been fully reflected accordingly.

What's more, this is based on the analysis of the current market fundamental situation.

In fact, we can expect that with the higher and higher certainty of the bull market, the money-making effect of the market is getting stronger and stronger, the new capital groups that pour into the market, as well as the liquidity of the entire market, there is still a relatively large room for improvement, and the balance of the two financial institutions is not still continuing to rise aggressively?

If that's how it is analyzed......

As the liquidity of the market becomes more and more abundant, what will be the maximum probability of buying for the over-the-counter capital group and the potentially large group of new investors after the new market entry?

There is no doubt that it should still be the main line of 'big finance', 'big infrastructure' and 'military industry' with strong expectations for future performance explosion, and the expected space, imagination space, and policy support are still the highest, right?

In other words, I think in the market with more and more liquidity.

In the follow-up market turnover still has a very large room to rise, and the balance of the two financial institutions continues to grow aggressively.

In the market, the securities and Internet finance sectors, which had the strongest performance in the early stage, even though the short-term increase was indeed a bit too large, the technical divergence was a bit serious.

However, its active buying power, as well as its potential buying power, is still very strong.

Since the potential buying power is still very strong.

Then, the so-called stock price adjustment will not be adjusted too deeply, nor will it be adjusted for too long, and its overall upward trend is bound to continue.

What's more, the line of 'big infrastructure'.

In fact, in October, when the main line of 'big finance' broke out in full swing, it had already entered the stage of sideways adjustment.

That is, the line of 'big infrastructure' has actually been adjusted for almost a month.

Moreover, looking at the entire main line of 'big infrastructure', the corresponding core industry plates and concept plates have also stepped out of the more obvious box shock pattern.

In addition, the whole 'big infrastructure' main line of the related industry plates, concept plates.

The position is not far from the bottom range of the box shock that was detected in front.

On the macro level, the macroeconomic strategy of the 'New Era, Maritime Silk Road' macroeconomic strategy is favorable, and various important conference information is still continuous, the potential buying capital strength is not bad.

Not to mention, under a month of continuous adjustments.

In other words, the chip structure of the entire 'big infrastructure' main line should have been adjusted to a relatively concentrated and stable situation by now due to the continuous surge in the early stage of the main line of 'big infrastructure', as well as the undetermined medium and long-term holders.

So, no matter which aspect of the analysis......

In fact, the main lines of 'big finance' and 'big infrastructure' do not have the conditions for continuous adjustment and deep adjustment. ”

Chen Shen listened to Gao Yixiang's analysis in great surprise, and said with a smile: "In the past, you and Jinglun often have different ideas about the interpretation of the market and the ideas on the trading strategy, but I didn't expect it...... Now the two of you want to go together.

Okay, since you both think that 'big finance' and 'big infrastructure' are the two core main lines.

In terms of trend, there is no form of continuous decline and deep adjustment, so we will continue to adhere to the current position structure, and further seek opportunities to enhance the weight of the core main lines of 'big finance', 'big infrastructure' and 'military industry' and the chips of leading stocks in the industry! ”

The two nodded, and then Chen Shen quickly issued corresponding strategy instructions to each trading group in the trading room.

With the different trading strategies made by the main institutions in the market according to the market performance, with the continuous fierce trading between buyers and sellers.

When the market trading hours enter the last hour of the trading session after 2 o'clock in the afternoon.

The core main lines of 'big finance', 'big infrastructure', and 'military industry', which were originally weak for a whole day, have begun to pick up significantly at this moment after continuous shrinkage and adjustment for most of the day.

At the same time, with the trend of the core main lines such as 'big finance', 'big infrastructure' and 'military industry' picking up.

The Shanghai Composite Index and the A50 Index were also driven to rebound simultaneously.

At 2:10 p.m., the Shanghai Composite Index retreated to less than 1% during the day, holding the 3,400-point mark.

At 2:11, the intraday decline of the A50 index was also reduced to less than 1.5%, and at the same time, the premium effect of the main contract of index and index futures appeared again, that is, in the process of the A50 index's intraday decline and contraction, the decline of the main index futures contract was reduced, more rapid and obvious, and when the A50 index fell by 1.50% in the day, the main contract of index futures fell to around 1.30%.

At 2:15, the three musketeer stocks of the "Internet Finance" sector, "Flush, Oriental Wealth, and Great Wisdom", all fell within 5% during the day.

At 2:20, the intraday turnover of 'CEFC Securities' reached about 7.5 billion, and the intraday decline also shrank from the lowest of about 3% to less than 2%.

At 2:25, 'Huagong International', a recent leading stock in the field of 'big infrastructure', once again concentrated on the explosion and soared, and the decline shrank to around 0.5%, showing signs of turning red again.

At 2:30, the intraday decline of the two major weighted industry sectors of banking and insurance all returned to within the 0.5% increase, and the amount of active buying funds on the major weighted stocks also increased again, and began to actively suppress the selling orders ahead.

At 2:31, the turnover of the two cities reached the 700 billion mark, which was still showing a shrinking trend compared with the previous few trading days.

At 2:32, "Blue Stone Reloading" opened the fall limit, there was obvious short-term capital, a large number of purchases on the fall limit, and the bottom of this new demon stock that still has a very high market attention and discussion heat in the two cities.

At 2:32, the 'military' industry sector index fell and shrank to within 2.5%.

At 2:33 a.m., the two popular stocks in the main line field of "big infrastructure" in the near future, "Huaguo South Car" and "Huaguo North Car", which are also the key constituent stocks of the recent "Yuhang Department" capital holdings, have once again ushered in a large number of main buying funds to undertake and buy the bottom, and the stock prices have rebounded.

At 2:34, 'Huagong International' successfully turned red, and its trend formed an obvious N-shaped shape in the day.

At 2:35, when the main lines of 'big finance', 'big infrastructure' and 'military industry' have picked up and reduced their declines, the main line areas of 'big consumption', 'mobile Internet' and 'smart phone industry chain' have been affected to a certain extent, and many related concept stocks and constituent stocks have seen a trend of shock and fall.

At 2:36, the Shanghai Composite Index continued to decline to 0.87%.

At 2:37, 'CEFC Securities' fell within the day and continued to rebound rapidly, reaching a decline of around 1.65%.

At 2:38, 'Western Securities' suddenly rose by more than 3 points from the bottom of the intraday decline close to the 5% decline, and directly rebounded to the 2-point decline, and at the same time, the securities sector index also rebounded to around 1.5% during the day.

At 2:39, the net outflow of the main capital in the entire main line of "big finance" has been significantly alleviated, and the net outflow of funds has returned to less than 3 billion from the highest 3.879 billion, which shows that in this almost half an hour of trading time, many capital groups in the field, as well as the main capital groups, have begun to increase their positions and buy the stock chips of the main line of "big finance" in this relatively low intraday position.

At 2:40, the share price of "Huagong International" continued to rise, reaching 1%, and at the same time, "building decoration", "building materials", "machinery and equipment", "public transportation", "non-public transportation", "commercial real estate development" and other industry sectors were driven, and such as "Huaguo Construction, Huaguo Railway Construction, Huaguo China Construction, Huaguo Communications Construction, Huaguo Metallurgical, Huaguo South Car, Huaguo North Railway ......" and other "Hua Zitou" infrastructure weighted stocks, were also driven up in an all-round way.

At 2:41, the stock price of "LETV", "Netspeed Technology", Huaguo Software, Inspur Information ...... and other "mobile Internet" technology growth stocks in the main line field, the stock price fluctuated and fell, concentrated, and the share price of "LETV" continued to fall from more than 7% to about 5%.

At 2:42, the liquor and white electricity sectors in the field of 'big consumption' also fell, among them, Qianzhou Moutai, Gree Electric, Midea Electric, Haier Electric...... and other core constituent stocks, all of which fell back to within 3% of the increase.

At 2:43, the share price of 'Huagong International' continued to rise to a 2% increase, and there are signs of a full-scale counterattack and a return to the intraday high.

At 2:44, the Shenzhen Index and the ChiNext Index remained sideways, and the scissors difference with the Shanghai Index has narrowed to less than 0.5%.

At 2:45, the automobile sector fluctuated and fell, and the core stock 'Shanghai Automobile Group' rose back to around 2%.

At 2:46, the stock price of 'Blue Stone Heavy Equipment', which was pried open by the fall limit, rose rapidly, and the intraday decline quickly shrank to around 6%, and it continued to rebound.

At 2:47, the stock price of 'Straight Flush' fell during the day and also narrowed further.

At 2:48, the 'Straight Flush' stock price fell during the day and has shrunk to around 3%.

At 2:49, under the influence of the "Blue Stone Reloading" to open the fall limit board and the rapid upward attack, the "Chengfei Integration" fried board that also blocked the fall limit board, and there was a rush of active buying funds on the disk of the fall limit board, and hundreds of thousands of hands of the fall limit sealed order, almost in 30 seconds, it was consumed by a large number of main buy orders.

At 2:50, the stock price rebounded sharply, and the intraday decline narrowed to about 8%.

At 2:51, the intraday decline of 'Bluestone Heavy Equipment' further shrank to less than 5%.

At 2:52, the intraday decline of "Blue Stone Heavy Equipment" was reduced to about 3%, and at the same time, the "new stocks" sector index was once again driven to rise.

At 2:53, the stock price of "Blue Stone Reloading" turned red, realizing the reversal of the intraday trend, and at the same time, the stock price of the check of "Chengfei Integration" shrank to about 5%, and the intraday decline of the three stocks of "Flush, Oriental Wealth, and Great Wisdom" was reduced to less than 2.5%.

At 2:54, the share price of 'Bluestone Heavy Equipment' rose sharply to 2%.

At 2:55, the intraday increase of 'Blue Stone Heavy Loading' further expanded to 5.47%, showing traces of a strong horizontal trend on the first day of the late session.

However, as time draws closer and closer to the final closing node.

In the last five minutes.

The check of 'Blue Stone Reloading' still failed to open up to a higher position of growth under the full follow-up of aggressive active buying.

Instead, it gradually moved from a seat height of 5.47% to a flat position.

Finally, when 3 o'clock in the afternoon came, the two markets ushered in the closing moment.

I saw that the Shanghai index was listed at a 0.63% rise, the Shenzhen Index and the ChiNext Index fell slightly by 0.43% and 0.32% respectively, while the small and medium-sized board index closed at a rise of 0.11%, maintaining a flat trend, and the A50 index fell by 1.03% during the day.

However, the A50 index fell by 1.03% during the day.

The main contract of stock index futures related to it closed with a decline of 0.53%, and the premium of the index's actual performance was once again widened.

At the same time, this also shows that the large funds involved in the trading of the main contracts of stock index futures.

We are still very optimistic about the follow-up performance of the A50 index. (End of chapter)