"This morning's market trend is indeed a bit beyond expectations!" Hearing Wang Can's exclamation, Zhao Lijun, who was sitting next to him, stared at the trading disks of the two cities with his eyes, and his eyes also revealed a hint of surprise, "The incremental buying capital group that the market continues to undertake is stronger than we expected.

It seems that it is indeed difficult for the Shanghai Composite Index to fall.

The core main lines of 'big finance', 'big infrastructure', and 'military industry', as well as the related weighted core constituent stocks, may also be difficult to have cheaper chip buying opportunities.

It's tough...... I originally thought that the market would have to touch the support level of 3300 points this round before it was possible to reverse and break out to the upside, but I didn't expect it...... It has only been cloudy for two days, and many of the newly entered incremental buying capital groups can't help it.

According to this morning pattern, the market closed positive today, and it should not be a big problem.

However, after the core main lines of 'big finance', 'big infrastructure' and 'military industry' are raised, a number of active capital groups in the market will continue to converge to these main line areas, which will weaken the buying liquidity of the previous 'big consumption', 'mobile Internet', 'smart phone industry chain' and other low-level main lines.

That is, the pattern trend of the market's 'high and low switching' will most likely not continue. ”

"It doesn't affect us." Wang Can took over and continued, "Anyway, our fund products don't have much leverage in the low-level main line areas of 'big consumption', 'mobile Internet', and 'smartphone industry chain', which will not affect the large fluctuations in the net value of fund products. ”

Zhao Lijun smiled and continued: "I mean that the market differentiation trend pattern may still continue, and the Shanghai Index is not so easy to cross the 3500 point threshold in this pattern, so ...... Let's not get excited too early and raise our expectations too high, lest we be disappointed when we get it. ”

"That's not going to happen." Wang Can said, "As long as the market can rise, no matter how much you earn, it is a good thing." ”

"The Shanghai Composite Index is not so easy to stand firm at 3,500 points." Hearing the conversation between the two, behind the two of them, Zhu Tianyang of another trading group also answered, "But no matter whether the Shanghai Index can directly break through 3,500 points, the line of 'big finance' should have no room to fall in the short term." ”

"Indeed!" Liu Yuan nodded at this time and said, "Moreover, when everyone finds that the relatively low-level main lines of 'big consumption', 'mobile Internet', and 'smart phone industry chain' are gradually weakening, the capital groups that took the initiative to undertake these main lines will definitely sell stock chips in these main line areas, and re-pursue the core main line chips such as 'big finance', 'big infrastructure', and 'military industry', which obviously can't fall, in other words...... No matter how the index of the market goes, its next market will continue to concentrate on the core main areas such as 'big finance', 'big infrastructure', and 'military industry'. ”

"Shall we ...... Need to do something? Wang Can couldn't help asking.

Zhao Lijun thought for a while and responded: "Maintaining the dynamic position structure of fund products and trading according to Mr. Su's strategy, I think it is better than anything else." ”

"In fact, it is possible to appropriately weaken the positions of our fund products in the main areas of the two major conceptual themes of 'mobile Internet' and 'smartphone industry chain'." Zhu Tianyang responded at this time, "However, our fund products are already weighted in the core main lines of 'big finance', 'big infrastructure', and 'military industry', even if we maintain the current position structure, there is no problem." ”

"We don't have many chips in the main line areas of 'mobile Internet', 'smartphone industry chain', and 'big consumption'." Liu Yuan said, "Even if we continue to reduce our positions in these main line areas and further increase our position weight in the main line areas of 'big finance', 'big infrastructure' and 'military industry', the impact on the net value of fund products is minimal."

Therefore, I don't think there is much point in continuing to rebalance.

Instead...... If we rebalance our positions accordingly, it is very likely that our trading seats will be exposed.

Now, the impact of several major trading seats of our institution on the market situation cannot be underestimated, and I think it is better not to do this unless necessary. ”

At present, several main fund products under the company of 'Yuhang Investment'.

Its position chips in a number of low-level main line areas such as 'big consumption', 'mobile Internet', and 'smartphone industry chain' are basically below 10% of the position weight.

In other words, this position weight.

Even if the main line of the market is switching back to the main line of 'big finance', 'big infrastructure' and 'military industry', a number of low-level main lines such as 'big consumption', 'mobile Internet' and 'smart phone industry chain' have shown an extreme downward trend, which has little impact on the overall net value performance of fund products.

"Recently, Mr. Su was in Guangdong and Fujian, with Mr. Du of 'Pacific Capital', to inspect investment projects." Hearing the discussion of several people, at this time, Li Meng also spoke, "If there is no extreme risk in the market, and there is no particularly extreme market trend, then I think ...... We still follow the trading strategy formulated by Mr. Su before, and it is better to trade steadily. ”

Wang Can and Zhu Tianyang saw that Li Meng had spoken, so they stopped mentioning the suggestion just now.

With the brief discussion of everyone, at this time, the trading hours of the two markets have passed 10 o'clock in the morning.

After half an hour of intense trading at the beginning of the session.

The changes in the market of the two cities, as well as the trend of the main market, have become more and more distinct.

I saw that on the entire disk, during the two-day market adjustment, the core main lines of 'big consumption', 'mobile Internet' and 'smart phone industry chain', which have undertaken the money-making effect, have been in a comprehensive downward trend, and the main funds of the related industry sectors and concept sectors have shown a net outflow trend.

Through this phenomenon, it can be seen.

In the past two days, a large number of active main capital groups in these main line areas have been taking profits and retreating at this moment.

On the other hand, in the past two days, the three core main lines of 'big finance', 'big infrastructure' and 'military industry' have been in the stage of continuous adjustment, and the performance of the relevant industry sectors has once again shown a net inflow of main funds.

And because of this change of strength and weakness.

With the passage of trading time, at 10:12, the stock price of 'Straight Flush' rose in a straight line again, and was pushed up to more than 5% by a surging number of active buyers.

At 10:13, the share price of 'Huagong International' also exceeded 4% and continued to rise.

At 10:14, 'Yingkou Port' hit the daily limit, and at the same time, the main concept plate index of 'New Era Road, Maritime Silk Road' has risen by more than 1.5% in the day.

At 10:15, 'Yingkou Port' closed the price limit.

At 10:16, the intraday gain of the Shanghai Composite Index expanded to the 1% growth mark.

At 10:17, on the disk of "Western Securities", there were signs of a fierce attack on the main buy order of 100,000 hands in a row, and the stock price rose by more than 5 points, and at the same time, the securities sector index also appeared in a straight line up, jumping up to 0.75%, almost catching up with the two major weighted sectors of banking and insurance.

At 10:18, 'Huagong International' rose more than 5% in the day, and the Shanghai Composite Index expanded to 1.1%.

At 10:19, the share price of 'Oriental Wealth' also rose to the 5% mark, and the entire 'Internet Finance' sector index continued to rise and rose by more than 1%, squeezing into the top five of the concept sector gains list in the two cities.

At 10:20, the check of the "Chengfei Integration" opened sharply lower and rose in red, and at the same time, the "military" industry sector index showed a sharp pull, and the core stocks of the military sector such as "China Airlines Heavy Machinery, China Airlines Shenfei, China Airlines West Flight, Northern Navigation, Aviation Development, Aviation Power, Hongdu Aviation, Huaguo Heavy Industry, and Huaguo Shipbuilding ......" all appeared in a collective riot.

At 10:21, the big demon stock of 'Blue Stone Heavy Loading' rose by 8% in the day.

At 10:22, the stock price of the check "Bluestone Reloading" only stayed at the position of 8% for a short time, and then continued to hit the price limit upward under the continuous attack of 10,000 main buy orders.

At 10:23, the stock price of 'Bluestone Heavy Equipment' hit the daily limit.

At 10:24, the stock price of 'Bluestone Heavy Loading' was blocked, and this big demon stock once again achieved a reversal in the stock price in extreme shocks.

And with the price limit of 'Bluestone Heavy Equipment' stock price.

The entire 'sub-new stocks' sector, as well as its associated 'military' and 'nuclear' sectors, as well as a number of new and old demon stock groups in the entire market, have rioted in a straight line.

At 10:25, the "big chain heavy industry", which also belongs to the "nuclear power" sector, approached the price limit.

At 10:26, 'Western Securities', the leading stock in the early stage of the securities sector, took the lead in attacking the price limit and drove the securities sector index to continue to rise.

At 10:27, the share price of 'Western Securities' reached 8%, and on the disk, there was an endless influx of active buying funds.

At 10:28, 'Western Securities' hit the price limit.

At 10:29, the stock price of 'Western Securities' was on the price limit, and it only paused for a moment, and it was blocked by more than 200,000 large orders.

At the same moment, on the disk of 'CEFC Securities', 10,000 hands of owners bought large orders frequently, and within one minute, the amount exploded by 200 million.

A large number of core constituent stocks in the securities sector, such as 'Huaxin Securities, Huaxin Securities, Xiangcai Securities, Huashang Securities, Huatong Securities, and ......', have all seen a straight line upward trend of instantaneous explosion.

At 10:30, the securities sector index rose by more than 1.5% during the day, squeezing into the top five of the industry sector gains list in the two cities, completing the conversion from the market leading the market at the beginning of the session to the leading market.

At 10:31, the stock price of 'Straight Flush' hit the daily limit, and after two days, it hit a record high again.

At 10:32, the 'Flush' stock price closed the price limit, completing a comprehensive reversal of the adjustment trend in the previous two days, and once again made countless investor groups in the entire market look sideways.

At 10:33, after the 'straight flush' blocked the price limit.

Other concept stocks in the 'Internet Finance' sector, as well as stocks with a high degree of correlation with their trends.

For example, a large number of stocks such as "Great Wisdom, Oriental Wealth, Hengsheng Electronics, Yinjie Technology, Jinzheng Shares, and Sunline Technology ......" instantly followed suit.

At 10:34, the share price of 'Oriental Wealth' hit the 7% increase mark, and the intraday turnover rapidly expanded to about 1.8 billion, and the stock price also completed the reversal of the adjustment trend in the previous two days.

At 10:35, 'Great Wisdom' quickly went straight to the price limit.

At 10:36, the stock price of "Great Wisdom" was blocked, and among the three musketeers of "Internet Finance", 2 stocks have been closed so far.

At 10:37, the share price of 'Jinzheng shares' rose by more than 5 points.

At 10:38, 'Hengsheng Electronics' also followed suit, and the intraday increase expanded to about 4.75%.

At 10:39, the entire 'Internet finance' sector index expanded rapidly to 1.75% in the day, squeezing into the top three gains of the concept sector in the two cities.

At 10:40, the Shanghai Composite Index rose again and expanded to 1.37%, recovering the 3450 point mark.

At 10:41, the securities sector index continued to rise to 2%, among which, the weight stock of 'CEFC Securities' has expanded to 3.25% in the day, and the turnover has been enlarged to 3.9 billion.

At 10:42, the turnover of the two cities reached more than 370 billion, compared with yesterday, once again showing a trend of volume.

At 10:43, in the "big finance", "big infrastructure", "military industry" several core main lines of the full recovery, countless main capital groups to follow the trend of large-scale, rush to raise funds, the two cities of the money-making effect, is also rapidly rising, has reached more than 1,600 stocks in the red rose situation.

"Damn, this market trend is really exaggerated!"

At about 10:45, Su Yu's main Yuhang tour capital group, many tour capital bigwigs stared at the real-time changes in the trading disks of the two cities, and there were shocks and surprises in their eyes. (End of chapter)