Moreover, in this kind of emotional performance is extremely crazy, the market money-making effect is further converging to the main line of weighted stocks and concept hot stocks, and in the process of constantly refreshing new highs and annual highs under the continuous explosion of many weighted stocks and popular concept stocks.

The vast majority of investors, not only are they not aware of the possible risks, but continue to increase their positions.

Even in terms of market analysis and market news analysis, many major institutional groups with relative advantages, and many institutions, are still in a process of continuously increasing their positions and going long.

For example, around 11:15.

Modu, E Fund Mutual Fund Co., Ltd., 'Future Growth Mixed Selection' Fund Product Trading Room.

As a fund product manager, Gao Yirong saw that on the main control computer, in the back-end data of the fund, more than 1 billion new subscription funds were added, and he couldn't help but issue an order to continue to increase his position and buy.

"Mr. Gao, it's still ...... Continue to add to your position? Guan Yi, the trading team leader who heard the order, subconsciously hesitated.

Gao Yirong glanced up at the other party and asked, "Is there any problem?" ”

Guan Yi thought for a while and responded: "At this time, continuing to buy will greatly increase our holding costs, not to mention, it is very likely to buy near the short-term highs, I think the K-line trend of the major indices has seriously deviated, and even if it is the core main line areas of 'big finance', 'big infrastructure', and 'military industry', strong popular stocks, weighted stocks, and general constituent stocks, there has also been a certain degree of differentiation trend."

I think the index is not far from a short-term correction.

The current position level of our fund products is not low, it is better to wait for the market to pull back, and then buy a new buying point, which will be more conducive to the performance of our fund net value. ”

"Haven't the candlestick patterns of the major indices diverged a long time ago?" Gao Yirong took over and said, "Xiaoguan, using the market's K-line pattern trend to predict and judge the market is actually similar to fortune telling, and it is not accurate, and we as fund managers, in addition to the judgment of market conditions and the formulation of trading strategies, the most important thing is ...... It is still necessary to think from the perspective of investors.

At this point in time, what do investors want us to do when they invest their money in us?

I must hope that we will continue to buy stocks, continue to ride the bull market, and make money for them.

You should keep in mind that the trading methods and investment strategies of public fund products and private fund products are completely different.

Our performance is mainly based on the asset management scale of fund products, and the secondary ...... It is the embodiment of net worth and performance, investors currently invest money in us, we do not buy, do not add new positions, once the market is short, then investors are bound to have great complaints.

And if investors complain, they will definitely not subscribe to our fund products.

For us, that's a loss.

We increased our position and bought the main line of popular stocks in the market, but the market trend turned and ushered in a correction, which is the trend of the market, not our problem, you also need to understand this.

As long as we operate on the investment strategy, on the stock selection strategy, there is no problem.

Well, the rest, don't need to be considered.

Moreover, in the bull market, the adjustment of the market is basically benign, as long as the basic logic of the bull market is still there, and the corresponding positive factors are still there, then even if it is a short-term adjustment, it will eventually create a new height.

At this time, it is better to take the initiative to buy a set than to take cash and go short in the market.

After all, when the market falls, there is no shortage of undertaking funds, but when it rises, the speed of the scarcity chips will accelerate more and more, and there will be fewer and fewer targets for us to buy and choose.

Just like the weighted stocks of the Internet financial sector such as 'Flush, Oriental Wealth, Great Wisdom, and Hengsheng Electronics'.

I now regret that on November 10, when the market was extremely corrective, I didn't fill the positions in this main line area in one go.

You see how much more do we buy these stocks now, how much has the cost of chips been raised?

In a bull market, you must have a pattern.

Also, in the market situation that is easy to rise and fall, don't try to judge the top of the adjustment, there is a saying called 'rise does not say the top, fall does not say the bottom', as long as the trend continues, the market's money-making effect is still continuing, and there are a large number of new capital groups are constantly following the trend to undertake.

The technical side, the candlestick chart, can only be used as a reference.

Let's do whatever the market trend goes.

As long as the bull logic of the market is not bad, and the positive and basic logic supporting the bull market is still there, then the strategy of continuing to increase positions and go long cannot be changed.

Furthermore, we have now bought ......

In the future, even if the market adjusts, there will be some subscription funds coming in, so that we can continue to buy at a relatively low level. ”

"Got it!" Guan Yi saw that Gao Yirong insisted, and at present, the market trend has indeed not shown any traces of a reversal, so he couldn't help but be silent for a while, nodded, and responded, "Then I will immediately let everyone start preparing and continue to buy some of the strong stock chips we hold." ”

After speaking, he didn't wait for Gao Yirong to give another order.

Guan Yi quickly turned around and quickly gave instructions to the trading team members behind him to continue buying.

And as they continue to add to popular stocks, at the same time...... In many institutional trading rooms in the industry, the same operation is not uncommon.

However, a number of main funds, concentrated in the 'big finance', 'big infrastructure', 'military industry' and other popular main lines of the huge incremental funds, but not the corresponding popular stocks, continue to push up, but make many popular stocks, there is an obvious volume shock sideways, or obvious volume stagnation disk pattern.

Eventually, when 11:30 p.m. arrived, the two markets ushered in the midday closing.

The Shanghai Composite Index was fixed at a 2.01% increase, narrowly holding the 2% growth mark; The Shenzhen Index and the ChiNext Index rose 1.59% and 1.48% respectively.

As for the small and medium-sized board index and the A50 index.

The small and medium-sized board index rose 1.17% to close, which is still the weakest among the core indexes in the market.

The A50 index continued to rise by 2.46%, and it is still the strongest core index in the entire market.

In addition to the performance of the index, the performance of the popular main lines of the two cities, as well as the related industry sectors and concept plates.

I saw that the main line of 'big finance' still maintained the trend of leading the rise in the two cities.

Whether it is the securities sector index or the Internet finance sector index, they all closed at an intraday increase of more than 4%, and even the weighted industry sector, the banking sector index and the insurance sector index also rose more than 2.5% to close, outperforming the core indexes of the market in an all-round way.

After 'big finance', the two cities are equally strong, which is the main line of 'big infrastructure' and 'military industry'.

In the main line of 'large infrastructure', the three major weighted industry sectors of 'building decoration', 'building materials' and 'commercial real estate development' all rose by more than 3% during the day; The core industry sector in the main field of 'military industry', the 'national defense and military' sector index, rose 3.52% to close, second only to the intraday growth performance of the securities sector.

Strong concept sector aspect......

The rise of the 'Internet finance' sector index and the rise of the 'sub-new stocks' sector index are still the strongest in the two cities, one up 4.47% to close, and one up 3.96% to close, and among the two major concept plates, the total number of stocks with intraday limits is as many as 23.

After the two strong plates, the "Eurasian Economic Belt", "On the Road of the New Era, the Maritime Silk Road", "Reform of Central Enterprises and State-owned Enterprises", "Shanghai Free Trade Zone", "Film Production", "Northeast Revitalization", "Military Industry Concept" and other more popular conceptual theme plates remained at the forefront of the increase.

As for the "big consumption", "non-ferrous cycle", "coal", "petrochemical", "mobile Internet", "smart phone industry chain" and other types of not so popular, the main capital convergence is not obvious in a number of marginal main line areas, in the disk trend after 11 o'clock, and basically recovered the previous disk gains, but widened the gap between the market trend and the "big finance", "big infrastructure", "military industry", "new stocks", "film and television media" and other popular main line areas related industry sectors and concept plates.

In addition to the main lines, the macro performance of various popular industry sectors and concept plates.

specific individual stock performance.

After half a day of trading, it can be said that the market trend principle of 'the strong are always strong, and the weak are always weak'.

The market investor group has paid a lot of attention, and the hotly discussed mainline weighted stocks, as well as the concept leading stocks, are basically above 5% gains.

Among them, especially like 'Bluestone Heavy Equipment', 'Huake Sugon', 'Great Wisdom', 'Huake Jincai', 'Xiangcai Securities', 'Pacific Securities', 'Huatong Securities', 'Huaguo Metallurgical', 'Huahang Heavy Machinery', 'Yingkou Port', 'Yinjie Technology'...... and a number of other popular stocks, they have blocked the price limit, creating a crazy disk money-making effect, as well as the effect of capital groups following the trend.

In the face of the market once again, there is a comprehensive breakout trend.

In the face of the entire 'big finance' and 'sub-new stocks' trend field, the tide of price limit has once again been set off.

Facing the situation of 1,800 stocks in the red in the two cities.

It is also facing the extreme money-making effect, the continuous trend of leading stocks, and the continuous new high trend of many weighted leading stocks.

After the midday close of the two markets, the emotional feedback of the entire market became more frenzied.

Moreover, inside and outside the market, the vast majority of investors, under this continuous market trend that exceeds expectations, seem to have lost their minds a little.

"Damn, it's crazy, the money-making effect of the market is simply bursting."

During the lunch break, in the continuous fermentation of bullish emotions, Su Yu's main Yuhang tour capital group, even a group of large tour capital, as well as the group of large tour capital investors who have been in the market for a long time and have been accustomed to the market storm, could not help but feel a slight shock in their hearts at this moment, and sighed. (End of chapter)