"The data of this dragon and tiger list, as well as the data of the two integrations, are indeed ...... A bit more than expected. Hearing Zhao Zhongming's words sighing, Yi Xiaopeng, the head of the fund trading team standing next to Zhao Zhongming, responded helplessly, "In particular, the financing balance of the two cities has increased by more than 11 billion yuan in the form of adjustment and shrinkage in the market, which is simply outrageous." ”

He didn't expect that the incremental buying in the market would be so strong.

Unexpectedly, there have been strong adjustment needs, and showing a weak consolidation trend of the core main lines of 'big finance', 'big infrastructure', and 'military industry'.

The trend at the end of the afternoon was quickly picked up again due to strong incremental buying.

Such a market trend has completely lost the effect of the trading strategy proposed by him, and not only lost its effect, but also restricted the rapid recovery of the net value of the fund products, which caused the opposite effect on the reflection of the net value of the fund.

This made him blame himself for a while.

Fortunately, at the end of the day, with the recovery of the core main lines of 'big finance', 'big infrastructure' and 'military industry', the main lines of 'big consumption', 'mobile Internet' and 'smart phone industry chain' have not fallen much, and the market has not switched one after another.

Otherwise, he would be a little embarrassed.

"Encouraged by the continuous money-making effect, the risk appetite of the investor group will only get higher and higher, and the courage will become more and more bold." Zhao Zhongming responded, "This is not outrageous, but we did not take into account this factor, and we made a mistake in judging the market trend." ”

"However, even if the potential incremental buying is somewhat beyond our expectations," Yi Xiaopeng thought for a while and continued to answer, "It doesn't mean that the next market performance will continue to converge in the main areas ......of 'big finance', 'big infrastructure', and 'military industry', right?"

In fact, according to the liquidity of today's market, as well as the adequacy of incremental funds.

The market is able to support multiple core main lines and continue to develop at the same time, that is, it is driven by the existence of 'multi-core main lines'.

Therefore, I think it is not wrong for us to disperse some of our positions and turn to the main areas of 'big consumption', 'mobile Internet' and 'smartphone industry chain' at relatively low levels.

If the market will form a general rise situation next, there will be no problem with holding these main line chips. ”

Zhao Zhongming heard Yi Xiaopeng's words, although he knew that his analysis was not wrong, but he still said: "Theoretically speaking, the market turnover at this level is indeed enough to support the common development of multiple core main lines, but these new incremental capital groups entering the market.

In particular, the leveraged capital group that has made significant progress in the balance of the two financial institutions.

There is no doubt that it will definitely converge on the main line sectors in the market that are the most popular, have the strongest overall money-making effect, and are the easiest to make profits.

And in the whole market, it meets this characteristic.

There is no doubt that it must still be the core main lines of 'big finance', 'big infrastructure' and 'military industry'.

Therefore, even though under this capital liquidity, there will be some capital spillover to a relatively low level, and there are certain expectations of 'big consumption', 'mobile Internet', 'smart phone industry chain' and other main line areas, but the vast majority of incremental funds will definitely be concentrated in the main line areas of 'big finance', 'big infrastructure' and 'military industry'.

That is, the main lines of 'big finance', 'big infrastructure' and 'military industry'.

It will still have a certain degree of capital siphoning effect on the market, and its trend should be significantly stronger than other core main lines.

Until the overall valuation of the main lines of 'big finance', 'big infrastructure' and 'military industry' opens up a large gap with the other core main lines of the market again, and at the same time, many positive expectations begin to be gradually realized, or the follow-up expectations reach the peak of sentiment and gradually move downward.

The overall market situation will have a significant change. ”

"Then Mr. Zhao thinks...... What should we do now? Yi Xiaopeng hesitated for a moment and continued to ask, "Could it be that next Monday, the chips that have just been bought in the main line areas of 'big consumption', 'mobile Internet', and 'smartphone industry chain' will be restored to the previous trading strategy?" ”

Zhao Zhongming thought about it, nodded slightly, and said: "That's the only way, since it's wrong, we should correct it in time, we can only follow the changes in the market, to match the market trend, and not let the market cooperate with our position adjustment and strategy changes."

Also, if you find the wrong direction, you can change it in time and stop your loss in time to avoid greater mistakes and losses.

While we are now, there is still time for a reversal trading strategy.

If we wait for the core main lines of 'big finance', 'big infrastructure' and 'military industry' to completely end the adjustment and return to the previous trend of continuous shorting, then it is basically unrealistic for us to take back the chips, and many buying points can only be completely missed once missed. ”

"Okay!" Yi Xiaopeng saw that Zhao Zhongming had already decided, so he could only nod.

As the two of them discussed, they corrected their previous trading strategy and returned to the original trading strategy route.

Also in the same amount of time.

In the Shenzhen market, Pingyin Asset Management Center, in the main fund trading room, Chen Shen, a fund manager who continued to increase his position in the core main lines of 'big finance', 'big infrastructure' and 'military industry', after carefully reviewing the market data after the market, was quite excited, and his expectations for the market outlook were becoming more and more optimistic and positive.

It is in this kind of bullish sentiment in the two cities that it develops further.

And in the traces of a large number of incremental capital groups, continuous increase in positions.

In the evening, late at night, the U.S. stock market continued to open high and go low, out of the trend of three consecutive adjustments, and continued to affect the trend of other peripheral financial markets.

Subsequently, Saturday and Sunday.

In the market, on the news side, even if there is some good news.

However, they are all good news, which is not enough to have a heavyweight impact on the market trend.

Of course, as for the market rumors, the central bank will cut interest rates and reserve requirements in December next month, which is still in a continuous fermentation, but most investors will be in a process of doubt, that is, the certainty of this blockbuster news, is still doubtful, and can only be regarded as rumors, not as a substantive positive view.

In the end, under the influence of external market trends, as well as the impact of news that fell short of investors' expectations.

When the two days of the weekend arrived, November 24, the bullish sentiment in the two cities was obviously weakened again.

However, at a time when the overall bullish sentiment is weakening.

The major securities research institutions in China, and even the major investment institutions in the periphery, have made a large number of relevant investment ratings that are continuously optimistic about the A-share market.

Moreover, many foreign-funded institutions have also begun to be optimistic about the development of the domestic financial market.

This is a situation where short-term bullish sentiment is weakening, but medium- to long-term bullish sentiment is increasing, and there are more and more institutions that continue to be bullish.

With the fermentation of emotions, when 9:15 came, the two markets entered the moment of the initial call auction.

In the entire market, more than 2,000 stocks, there is still a phenomenon that most stocks have opened slightly lower, and whether it is the core main lines of 'big finance', 'big infrastructure' and 'military industry', or the main lines of 'big consumption', 'mobile Internet' and 'smart phone industry chain', the related industry sectors and concept plates have not been able to show a relatively strong performance form of call auction at the beginning of the session.

At 9:16, when the individual stocks in the two cities were on the market, the call auction pattern was clear.

I saw that in the entire market, there were more than 2,000 stocks, a total of more than 1,300 stocks, which appeared in a green state and only 683 stocks in the red market.

The performance of the major core main lines, related industry sectors and concept plates.

Only the 'film and television media' sector maintained a slight upward trend, with an initial increase of 0.49%.

Then, the two major weighted sectors of banking and insurance remained initially flat, with one up 0.05% and one down 0.03%.

After that, the coal, petrochemical, and power equipment industry sectors fell slightly, and the "Internet software, Internet applications, electronic information, automobiles, food and beverage, and retail ......" sectors maintained a slight decline of 0.15% to 0.25%, while the related industry sectors in the main line of "building decoration, building materials, commercial real estate development, non-public transportation, machinery and equipment, and public ......transportation" opened between 0.25% and 0.45% lower.

As for the 'Securities' sector, it opened 0.53% lower.

The 'national defense and military industry' sector opened at a low rate of 0.74%, still leading the decline in the industry sectors of the two cities.

In terms of the performance of the concept plate, the concept plate related to the "film and television media" industry sector, such as "star shareholding", "star participation", "film and television production", "film distribution", "mobile game", "Internet online education", "Internet TV" and other concept plates, ranked in the forefront of the two cities' concept plate gains, and have achieved high red plate opening, among them, "Internet online education" and "Internet TV" The two concept plates opened higher than 1%.

After that, the related concept sectors in the fields of 'big consumption', 'mobile Internet', and 'smartphone industry chain', as well as the 'sub-new stocks' sector, maintained a slight red market and a slight lower opening trend.

After that, there are a number of conceptual plates in the main line fields of 'big finance', 'big infrastructure' and 'military industry'.

The performance is still relatively weak, and it is in a situation of opening lower.

In addition to these core main lines, industry plates, and concept plates with a high degree of attention.

The performance of the top 20 popular stocks in terms of investor attention and discussion in the two cities.

I saw that the word 'Huake Sugon' opened high, with 89,000 orders on the disk, and there was almost no limit; 'Bluestone Heavy Loading' was not able to continue the strength of last Friday's late trading, and directly opened 4% lower, disappointing a group of short-term investors who pay attention to this stock.

'All-Access Education' opened 7% higher, and on the initial market, active buying showed a very strong performance.

The 'Shanghai Ganglian' opened about 5% higher, still leading the market, and the 'old demon stocks' that performed strongly last Friday.

'Shanghai Sanmao' opened about 3.5% higher, and on the initial disk, long and short funds diverged.

The check of "Chengfei Integration", under the influence of the "Blue Stone Heavy Loading" opened sharply lower, it was directly opened at a position of 7%, and continued to refresh the adjustment of the new low, and at the same time, the stock price position was also lower than the price of the fall limit created by the check yesterday, burying a large number of funds who undertook the stock in the intraday yesterday.

'Straight Flush' opened 1.12% lower; 'Oriental Fortune' opened 1.03% lower; 'Great Wisdom' opened 1.26% lower; These three 'Three Musketeers of the Internet Finance Sector' stocks still maintain a weak and volatile pattern, and it seems that the adjusted pattern has not ended easily.

The check of 'Huagong International' was opened 0.83% higher.

And this check has also become the only stock that has opened significantly higher among the popular stocks in the entire 'big infrastructure' weighted stocks.

'CEFC Securities' opened 0.51% lower, 'Western Securities' opened 0.62% lower, 'Founder Securities' opened 1.13% lower, 'Pacific Securities' opened 0.44% lower, and 'Huacheng Capital' opened 0.39% lower...... The popular constituent stocks of the entire securities sector are all low open, but the overall low opening range is not large, and the active buying funds on the initial disk, the strength of undertaking are relatively okay, and there is a certain degree of bullish toughness.

"This pattern of the situation...... The index is estimated to have to open low! ”

At 9:17, at this moment, in the magic capital, inside Zexi Investment Company, in the main fund trading room, Zhou Kan stared at the opening situation of the initial call auction of the two cities, frowned slightly, and said: "I don't know if I can stabilize 3400 points, the peripheral market trend is cloudy, if this point is broken, everyone's expectations are completely broken, and the downward adjustment space is afraid that it will be quickly killed." (End of chapter)