"I also agree with Manager Zhao's suggestion." After Zhang Guobing finished expressing his thoughts, at this time, Liu Yuan also said positively, "'Removing the weak and retaining the strong' within the main line plate, while keeping the weight of the major main line positions unchanged, should not be regarded as a violation of the general strategic investment policy formulated by Master for all of us before he left." ”

"In fact, with the pattern of the market bull market, the certainty is getting higher and higher, as the logic of the core main line of 'big finance' becomes clearer and clearer, and with the liquidity of the market, it is becoming more and more abundant......" Zhu Tianyang pondered for a moment, and this meeting also said, "The market trend of its strong popular stocks and relatively weak stocks on the edge, with the passage of market trading time, the gap will only get bigger and bigger, and we will further concentrate on holding positions and continue to 'Going to the weak and retaining the strong' is also in line with the development and changes of the market, and there should be no problem. ”

"That's right." Wang Can nodded, and also said, "For example, it is also the core constituent stock in the field of 'Internet finance', and the current market trend of the three stocks of 'Flush, Great Wisdom, and Oriental Wealth' has obviously opened up the gap between the market trend of other stocks."

There is also the securities sector.

For example, popular weighted stocks such as 'Western Securities, Huaxin Investment, and Huaxin Securities', and relatively weak securities stocks such as 'Founder Securities, Northeast Securities, and Harbin Securities', the gap between the increase has almost reached more than 50%.

Through these same main lines, the market trends of different core stocks are analyzed.

Under the premise that the investment logic of the main market has not changed significantly, and the relevant logic continues to strengthen, further concentration of positions is obviously more conducive to us to grab excess profits in the market. ”

Li Meng listened to everyone's opinions, then stared around at everyone, and said with a smile: "Since everyone agrees, then under the basic condition that the overall position weight of the major main lines remains unchanged, for the corresponding constituent stocks that have continued to underperform the market index recently, further reduce positions and take profits, and then further concentrate the reduced positions on the weighted stocks with good trends and good expectations in each main line, and continue to outperform the market market." ”

Under Li Meng's command, everyone nodded one after another.

Then, the trading managers of the main fund products and the leaders of the trading teams quickly communicated the relevant trading instructions to the traders in the trading room in accordance with Li Meng's trading strategy.

And when the relevant trade order is placed.

At this time, the trading time of the market has entered 9:20.

I saw that after the initial call auction that lasted for five minutes, at 9:20 a.m., the entire market entered the real call auction that could not be cancelled.

After countless false pending orders, the large-scale cancellation of orders in the minute time from 9:19 to 9:20.

The real market situation that emerges in the end.

It was noticeably much better than the market situation at 9:16.

On the whole, there are still more than 1,800 stocks of more than 2,000 stocks in the two cities, maintaining a red market, and the industry sectors and concept plates related to the three core main lines of 'big finance', 'big infrastructure' and 'military industry' are still leading the industry plates and concept plates in the two cities.

It's just that the index gains of various related industry sectors and concept plates have expanded compared with 9:16.

That is, after a large number of false pending orders were cancelled, the bullish power shown by the market was not only not weakened but strengthened at 9:16.

This also illustrates the cancellation of false pending orders in large quantities.

The main force of order cancellation is still mostly sell orders, while buy orders are relatively rare.

Of course, this also shows that most of the investors in the market are relatively reluctant to raise and sell the chips in their hands.

"Huh...... The performance of the two markets, compared with before 9:20, not only did not weaken, but strengthened, which is really a bit surprising. At 9:21, in the magic capital, inside Zexi Investment Company, in the main fund trading room, Zhou Kan, who had been observing the changes in the two markets, flashed a trace of surprise in his eyes, and subconsciously glanced at Xu Shen on the side, and continued, "The whole market seems to be a little bit sorry, and the stock prices of many popular stocks are rising, but the amount of energy on the disk has not been significantly enhanced. ”

Xu Shen squinted his eyes and took a closer look at the changes in the market, and responded: "Under the stimulation of multiple positives, the market's long expectations have been basically in consistency...... Looking at the market as a call auction trend, I am afraid that the opening of the market is the peak of sentiment for a day. ”

"What does the boss mean...... If you follow this call auction pattern, the market opens sharply higher, and directly reflects all the expectations of the market in one breath, and there is a high probability that after the official opening of trading, the market trend will not be sustainable? Zhou Kanwei pondered for a while, and then understood the meaning of Xu Shen's words, "Boss, do you think that the market is too large and high, and after the overdraft is expected, there will be a high probability of opening high and going low, right?" ”

Xu Shen smiled and said: "It's hard to say, it depends on the strength of the bullish capital group in the market, and it doesn't necessarily go high and low, but the Shanghai Index is still relatively sensitive in this position, and the front breaks through the 3500 point position, or slightly too urgent, a large number of profits in the short and medium term and the recent unhedging disk, as well as the floating out of the historical hedging disk...... These floating chips have not been sufficiently changed hands.

There are these floating chips that act as interference and resistance to action in the market.

The Shanghai Composite Index wants to continue to play room for rapid growth, even with the help of the continuously enlarged incremental capital group, the pressure is still very high.

Of course, if you remove the short-term factor.

The market is still in good shape in the medium and long-term trend.

And it is certain that the level of 3500 is definitely not the end of the market bull market. ”

"Hmm!" Zhou Kan nodded and said with a smile, "In the past half a month, the index, especially the Shanghai Index, has indeed attacked too quickly, but the speed of the market's volume and the speed of change in market investment confidence and investment sentiment are faster, so the bullish forces that support the continuous breakthrough of the market should still be relatively strong, and the Shanghai Composite Index is likely to be able to quickly create new market highs under the urging of these bullish forces." ”

"I hope so!" Xu Shen bowed slightly.

"That's ......" Zhou Kan paused, and said, "The check of 'Huake Sugon', the trend of the call auction, is a bit of a problem, and it is estimated that it will drag down the hype sentiment of the entire 'sub-new stock' line, as well as drag down the overly consistent long sentiment and expectations of the entire market!" ”

Xu Shen glanced at the call auction trend of 'Huake Sugon' and responded: "The call auction trend of this check today is indeed slightly lower than expected, the market is in such a good shape, this check was opened low, and directly created a new low position since the opening of the board."

However, as long as the 'blue stone reloading' on the line of 'sub-IPO' can be stabilized.

The line of 'sub-IPO' will not be too much of a problem.

The line of 'sub-IPO' mainly represents the short-term speculation sentiment of the two cities.

If there is no problem with the line of 'sub-IPO', then the short-term speculation of the market will not be too much of a problem, and it will naturally not indirectly affect the market trend of several core main lines.

But it's still a sentence......

In the case of pressure at 3500 points in the market, there is no real solution.

The short-term bullish sentiment in the market is too high, which will obviously cause the potential floating chip selling of 3500 points to flee in a concentrated manner, that is to say, today's disk, although it looks good at present, and everyone's expectations are very high, but the pressure on the rising disk is still obviously heavier than yesterday.

If today's market cannot further release a large amount of energy, the turnover of the two markets cannot further break through.

Then, it will be a high probability to rise and fall.

Of course, as the core main lines supporting the market, the core main lines of 'big finance', 'big infrastructure' and 'military industry'.

its market trend, in this situation and situation.

It is very likely that it will further siphon the active capital groups in the market, that is to say, if the market rises and falls, or opens high and goes low, the market trend of the strong popular main line and the weak concept main line will most likely be very differentiated.

The market trend of 'the strong will always be strong, and the weak will always be weak', which may also be more obvious. ”

Zhou Kan heard Xu Shen's analysis, nodded slightly, and said: "I feel that the core main lines of 'big finance', 'big infrastructure', and 'military industry' continue to force the short to rise, which is a bit of forcing other capital groups in the market to continue to take over, and the short-term main rise to the top means." ”

"Why do you say that?" Xu Shen smiled, but did not refute.

Zhou Kan pondered for a moment and responded: "Because the expectations of these core main lines are really a bit too consistent, in the market, there are too many capital groups that are optimistic about these main lines, and at the same time, these main lines continue to rise short."

The number of profit orders it has accumulated has almost reached the sky-high level.

Also, the line of 'big finance', the upward trend line of many core sector indexes, is too steep, and this kind of technical form, according to the historical trend, is generally difficult to retrace for a long time. ”

"Hmm!" Xu Shen nodded and said, "The two lines of 'big infrastructure' and 'military industry' have long been doing sideways shocks at a high level, and they have continued to digest the profit chips accumulated in the first half of the year.

However, the trend is inertia.

As long as the line of 'big finance' has not yet broken out with an extremely obvious sky-high turnover, and the sky-high turnover continues.

It means that the chips in this big main line have not been completely loosened, and we can continue to wait and see for a while.

A clear upward trend like this extremely steep.

Even if the short- and medium-term trend peaks, its disk pattern will be very obvious, and give ample time and opportunity to take profit.

So, we still don't need to be too anxious or too worried at the moment. ”

After speaking, Xu Shen put his eyes back on the two markets again.

I saw that at this time, the trading time of the two markets had already entered 9:25, and the entire call auction time had completely ended.

And according to the two markets that have stagnated again.

You can see a continuous call auction for a total of 10 minutes.

The Shanghai Composite Index opened higher at 0.89% of the gains, jumped past the new annual high set yesterday, and once again left a narrow upward gap, while the Shenzhen Index and the ChiNext Index opened 0.63% and 0.48% higher respectively, of which, the small and medium-sized board index opened 0.42% higher, and the A50 index opened 1.12% higher.

According to the high opening trend of several core indices in the market, as well as the specific pattern of gains.

It is obvious to perceive the market's market preference, and the specific range of money-making effect is still biased towards the direction of the main board weight and the direction of the A50 index constituent stocks.

In addition to the high opening pattern of several core indices in the market......

The core main line of the two cities, the performance of a number of popular industry sectors and concept plates.

Among them, the securities sector index opened 1.23% higher, leading the rise of a number of industry sectors in the two cities; The Internet financial sector index opened 1.52% higher, and also led the two cities concept sector index, as for the two major weighted sectors of banking and insurance, they also opened higher at 0.89% and 0.95%, significantly outperforming the high opening of the Shanghai Index.

The main line of 'big infrastructure'.

The industry sector indexes related to its strong 'building decoration, building materials, commercial real estate development, machinery and equipment, public transportation, and non-public transportation' opened between 0.7% and 1%, or slightly inferior to the Shanghai Index, or slightly stronger than the Shanghai Index.

As for the related conceptual theme plates, such as 'real estate development, cement, high-speed rail', several major concept theme plate indexes, they have opened higher than 1%, ranking among the top of the list of concept plates in the two cities.

The main field of 'military industry'.

Whether it is the 'national defense and military industry' industry sector, or 'domestic large aircraft', 'nuclear power', 'Beidou navigation', 'military-civilian integration', 'military assets reform and reorganization', 'military assets securitization'...... and other related conceptual theme sectors, which opened higher and rose by more than 1%, outperforming the market index in an all-round way.

In addition to these three core main lines, the branch market of 'sub-new stocks'.

It's still strong.

The increase in its concept sector index opened sharply higher at 1.13%, second only to the increase in the Internet finance sector index, and ranked second in the list of conceptual theme sectors in the two cities.

On the contrary, it corresponds to the main lines of the market of 'big finance', 'big infrastructure', 'military industry', and 'sub-new stocks'.

Yesterday, the main lines of the 'big consumption', 'mobile Internet', and 'smart phone industry chain', which were in a weak adjustment, and the main lines of the market, as well as the 'non-ferrous cycle', 'petrochemical', 'coal', etc., which have been fluctuating at the bottom, have not come out of a wave of smooth gains and got rid of the bear market situation.

Today's opening performance is still significantly weaker than the performance of the broader market index.

In other words, according to the opening situation of the two cities, it can be seen that the market is still in a market pattern of 'strong and strong', and the active capital group obviously has signs of further convergence to the main lines of 'big finance', 'big infrastructure', 'military industry', and 'new stocks' with strong money-making effects. (End of chapter)