"Huh...... In the second half of the call auction, the two markets have rebounded across the board. ”

At 9:26 a.m., in Yuhang, Yinhua Public Fund Company, in the 'Value Investment Mixed Selection' product trading room, Zhu Peng, the head of the trading team and assistant to the fund manager, stared at the disk with his eyes and was slightly surprised: "It seems that the market is still stronger than everyone expected. ”

"Mainly the core main lines of 'big finance', 'big infrastructure' and 'military industry', in the second half of the call auction, it has fully recovered." Sitting behind Zhu Peng, staring at the fixed trading plate of the two cities with the same eyes, Zhou Yang, as a fund manager, squinted his eyes and said, "I really didn't expect the check of 'Huagong International' to be opened at a higher price of more than 1.5%. ”

Hearing Zhou Yang mention the check of 'Huagong International', Zhu Peng immediately pointed out the trend of the check on the computer interface and responded: "The check of 'Huagong International' has been quite strong in recent times, and even if it is a market adjustment, its trend is obviously a trend of refusing to adjust.

The so-called, if it does not fall, it is strong.

Judging from its disk trend pattern, this check feels like it has become a 'big infrastructure' line, a new core weight leading stock.

However, our fund does not have any positions on this cheque at the moment.

Mr. Zhou felt ...... Do we need to adjust our positions appropriately? Enhance the bargaining chips of the stock of 'Huagong International'? ”

The core main line of "big infrastructure", in the context of the macroeconomic strategic planning of the "new era road and the maritime Silk Road", has been continuously hyped by the main capital groups of all parties for more than half a year, and looking at the market trend of the entire main line, it is obvious that there is no trace of the end so far.

And the weight of the leading stocks within this big main line.

In the continuous hype market, it is also one after another.

From the initial 'Huaguo Metallurgical', to 'Huaguo Railway Construction', to 'Huaguo Communications Construction', and then to the recent 'Huaguo South Car, Huaguo North Car', even though the trend of these weighted leading stocks is not as good as the concept of demon stocks such as 'Beijiang Jiaotong Construction, Shibei High-tech, Shanghai Construction Engineering, Dalian Heavy Industry, Yingkou Port ......', but its performance is far beyond the performance of the market, so once such stocks are found, especially when there are obvious opportunities to build positions, special attention should be paid to.

"Let's take a look!" Zhou Yang replied, "The entire main line of 'big infrastructure' and 'military industry' is still oscillating in the box, and the check of 'Huagong International', although the trend is significantly stronger than that of the index and the corresponding plate index, it has not completely departed from the previous box range."

In this way, it cannot be said that this check has come out of the situation of breakthrough.

The best node to increase positions is still the highest certainty when its stock price breaks through in an all-round way, and it is currently ...... There's still some heat left.

It's the line of 'big finance'.

Whether it is the two major weighted sectors of banking and insurance, or the two popular sectors of securities and Internet finance, I feel that I can't go down.

Since the core main line of 'big finance' can't fall.

The large number of active capital groups in the market is bound to continue to converge towards this main line area. ”

"Mr. Zhou's meaning is to say that the core main lines of 'big consumption', 'smart phone industry chain', and 'mobile Internet', most of the 'high and low switching' logic that supported the rise of these main lines will not continue to be established, and in the field of these main line markets, active short-term funds and speculation funds will also be siphoned by the main lines of 'big finance', 'big infrastructure', and 'military industry', which will lead to the inability of the market to continue, right?" Zhu Peng responded with a smile, "I think so too, so we have to reduce the positions of the core main lines of chasing 'big consumption', 'smart phone industry chain', and 'mobile Internet' in the first two days, and then invest in the core main lines of 'big finance', 'big infrastructure', and 'military industry', and return to the strategy of concentrated positions." ”

Zhou Yang nodded slightly and said, "Yes, I do have to do this." ”

Last week, when the Shanghai Composite Index approached 3,500 points, but it was delayed and not broken, they predicted that the market might adjust, and at that time, they decisively built a position and took profit to take profit in the core stock chips of the main line areas of "big finance", "big infrastructure" and "military industry" held by some fund products, and bought some stocks in the low-level main line areas of "big consumption", "smart phone industry chain" and "mobile Internet".

Trying to do a wave of market 'high and low switching' market.

At the same time, they also want to avoid the core mainline related industry sectors and concept sectors of 'big finance', 'big infrastructure' and 'military industry', and the stock prices of many core stocks have retreated sharply.

As it turned out, they were right in their choice at the time.

Although from the current point of view, the logic of 'high and low switching' of the main line of the market has not been unanimously agreed by all capital groups, but in the last two trading days, they have avoided at least 5% of the drawdown by reducing positions and taking profits in a timely manner.

Now, it is natural to buy back the chips that were sold before.

With a brief discussion between the two of them on the market and minor adjustments to their trading strategies.

At this time, the trading time of the two markets has unconsciously come to 9:30, and the short 5-minute suspension time is fleeting, and the entire market once again ushered in the official continuous auction trading session.

I saw the stagnant disc and start beating again.

And with the beating of the disk, accompanied by countless capital groups, fierce buying and selling on the disk.

At 9:31, in just one minute, the Shanghai Index, the Shenzhen Index, and the ChiNext Index were all turned red and rose, opening low and going high.

At the same time, after quickly trading more than 1,500 lots, 'Huake Sugon' continued to seal the one-word price limit.

The check of "Huagong International" has further risen in a straight line to nearly 2%, and there are many popular stocks in the main line of "big finance" such as "Oriental Wealth, Straight Flush, and Great Wisdom ......", which are also rising in a straight line at the same time, and they have risen rapidly.

At 9:32 a.m., 'Straight Flush' turned red and rose, engulfing all the low openings.

At 9:33, the A50 index turned red, and the two major weighted industry sectors of banking and insurance rose by about 0.2% during the day.......

At 9:34, 'all-access education' hit the price limit.

At 9:35, the 'all-access education' blocked the price limit, forming a three-in-a-row daily limit, and the demon stock form began to appear.

At 9:36, following the 'all-access education', the 'Shanghai Ganglian' followed the trend, and at the same time, the 'Shanghai Sanmao, Shanghai Construction Engineering, Beijiang Jiaotong Construction, Lei Man Optoelectronics...... and a number of old demon stocks in the early stage followed.

At 9:37, the share price of 'Shanghai Ganglian' hit the daily limit.

At 9:38 a.m., the stock price of "Shanghai Ganglian" was closed to the price limit, and the line of "old demon stocks" in the early stage of the market, in the core main lines of "big finance", "big infrastructure" and "military industry" were fully warmed up, not only did not go out, but hyped enthusiasm and became more and more hot.

At 9:39, 'Blue Stone Reloading' turned red and rose, and the stock price rose by more than 1%, fully liberating the number of bottom-buying funds that undertook the check yesterday, and once again showing an extremely strong money-making effect.

At 9:40, driven by the sharp rise of the red plate of "Blue Stone Heavy Loading", the intraday decline of "Chengfei Integration" was also lightning narrowing, pointing to the state of the red plate.

At 9:41, 'CEFC Securities' turned red and rose, with an intraday turnover of about 1.5 billion.

At 9:42, the 'straight flush' rose by 1.5% during the day, and on the disk, the surging buying orders following the trend can be described as endless.

At 9:43, the intraday increase of 'Huagong International' reached 2%.

9:44, machinery and equipment, non-public transportation, building decoration, building materials, iron and steel...... After two consecutive days of adjustment, the entire main line of "big finance", "big infrastructure" and "military industry" once again showed a strong money-making effect and a strong trend attitude.

At 9:45, the Shanghai Index expanded to more than 0.3%, and at the same time, the Shenzhen Index and the ChiNext Index began to lag behind the Shanghai Index.

At 9:46, the A50 index rose by more than 0.1%, and at the same time, the intraday increase of its main stock index futures contract still caught up with the Shanghai Index.

At 9:47, the number of red stocks in the two cities reached around 1,500 again.

At 9:48, the number of industry sectors in the state of decline in the two cities was less than ten, among them, when the call auction, it was relatively weak, and the securities, national defense and military industry sectors that were once the leading industry sectors in the two cities have turned red at this moment.

At 9:49, 'Fushun Special Steel' rose in a straight line, and the stock price reached more than 5%, and at the same time, the steel plate, nuclear power, and special steel plates moved synchronously.

At 9:50, the intraday increase of 'Bluestone Heavy Equipment' expanded to about 2.5%, and it continues to rise.

At 9:51, the Shanghai Composite Index expanded its rise to 0.4%, and a number of industry sectors and concept sectors in the three core main areas of 'big finance', 'big infrastructure' and 'military industry' have all risen in the red.

", open low and go high, and the core main lines of 'big finance', 'big infrastructure' and 'military industry' have fully recovered and risen, and the two cities have appeared in the same time period of the explosion trend pattern." At 9:53, Yu Hang, Yu Hang Investment Company, in the main fund trading room, staring at Zhou Kan, who was looking at the trend of the two cities, saw that the market was in a low open form, suddenly counterattacked strongly, and turned red in an all-round way, and couldn't help but exclaim excitedly, "Sure enough, it is a bull market, this trend form is simply not too strong, and it is okay...... Fortunately, our main position has not moved, and the net value of our main fund products today should finally have a big counteroffensive trend! (End of chapter)