In the evening, the market bullish sentiment continued to ferment, and the development of the peripheral market also further contributed to the situation.

Subsequently, over the weekend, there were also various positive news on the market news, which continued to push up the market's bullish sentiment and investment confidence.

At the same time, at a time when the market's bullish sentiment and investment confidence continue to rise.

The entire domestic and asset management industry.

Many newly issued equity-oriented fund products and mixed investment fund products are also more and more 'day discs', and, off-site, those potential investor groups who have not paid much attention to the stock market in the past, or have not paid much attention to them, in various network information, financial media, investment advertisements of fund institutions, as well as from the inducement, encouragement and encouragement between relatives and friends and colleagues, or under the influence of many profitable investor groups who have entered the market in advance and have personally verified that it is easier to make money in the current market. They have also begun to pay more attention to the stock market.

At the same time, there are many radicals who are already preparing funds and preparing to pour into the A-shares, which are in the midst of a hot money-making effect.

Just when this bullish sentiment continues to ferment, both internally and externally are conducive to stimulus, and the market itself is not highly valued.

Monday, December 1st.

At around 8:30 in the morning, before the official opening of the trading session of A-shares.

The entire Asia-Pacific stock market, as well as other stock markets that opened before the A-share market, opened sharply higher under the guidance of U.S. stocks continuing to open higher last Friday.

"It seems that last Friday, the market dive at the end of the market did not actually affect too much of the change in market sentiment." At around 8:45, at this moment, in the main fund trading room of Yanjing Yihe Investment Company, Chen Yihe, as the general manager of the company's asset management industry and the main fund product manager, said happily, "According to the pre-market sentiment performance of the two cities, there should be no big problem for the market to achieve a good start to this month." ”

"With the positive internal and external stimulus, coupled with the fermentation of bullish sentiment throughout the weekend, there is definitely no problem with a good start." Hearing Chen Yihe's voice, Gao Xiang, the head of the fund trading team who was sitting next to Chen Yihe, who was doing pre-market data collation and trading preparations, responded, "Moreover, after the end of last month's monthly line, now I look at it, whether it is the Shanghai Index, or the A50 Index, or the monthly cycle K-line chart of the CSI 300 Index, the technical aspect is ...... The pattern of the golden cross is becoming more and more obvious, if there is no accident, this month, the Shanghai Composite Index is bound to continue to rush up to 4,000 points. ”

Chen Yihe said with a smile: "I think so too, but the market sentiment and investment confidence, although there is nothing to worry about, but the turnover of the two cities has been stuck below the trillion mark, and I always feel that there are some hidden dangers, and I just hope that the mood will brew for two consecutive days over the weekend."

In the group of potential investors outside the market, further enter the long.

As well as many stock-biased and hybrid Japanese disc fund products in the industry, under the new demand for position-building.

The turnover of the market can quickly cross the threshold of trillions, and like the spread of the long sentiment, it will continue to soar, play with momentum, and play a clearer bull market trend and atmosphere. ”

Gao Xiang responded: "In fact, the increasing rate of market turnover is not low, even if the increasing rate of market turnover remains the trend of last week, according to the scale of 10 billion a day, this week, it should be able to see the two cities create a history of turnover and cross the trillion mark."

And, in the news side of the weekend rumors.

Isn't the expectation of the central bank cutting interest rates and RRR at the beginning of the month getting stronger and clearer?

This should be able to further stimulate the market's long energy, drive the market turnover, and further continue to soar. ”

"That's right." Chen Yihe nodded, "Originally, the rumors that the central bank would cut interest rates and reserve requirements this month have not been further updated in the case of internal information, I have no expectations, but last Friday, the Federal Reserve's public statement was still dovish, which fully gave the domestic central bank room to cut interest rates and reserve requirements. ”

Gao Xiang nodded and said with a smile: "If the news of the central bank's monetary policy shift can be successfully implemented, it will be another blockbuster good for the core main line of 'big finance' in the market."

I feel that next, before the news of the central bank's interest rate cut and RRR cut exactly landed.

The direction of the market, as well as the direction of the main line.

It will continue to revolve around the main lines of 'big finance', 'big infrastructure', 'military industry', 'sub-new stocks', and 'film and television media'.

Especially the line of 'big finance'.

The core weighted stocks of the 'securities' sector and the 'Internet finance' sector, as well as the corresponding conceptual leading stocks, will continue to rise aggressively.

After all, under the direct expected positive influence, the funds that want to buy the chips of the core stocks of these two major sectors.

As far as the current market capital environment is concerned, as well as the liquidity of disk funds, there are still too many, and its related chips are still quite scarce in the current market situation, and there is no reason not to continue to rise. ”

"The development direction of the market you said will continue to revolve around the popular main lines of 'big finance', 'big infrastructure', 'military industry', 'sub-new stocks', and 'film and television media', which should be quite probable." Chen Yihe continued, "But now, what I'm worried about is that stocks in other mainline areas continue to be sucked by the weighted hot stocks and concept leading stocks in these core mainline areas."

You must know that once the market has a more serious trend of 28 divergence.

If the ticket has severe blood loss and there is a more obvious consistent loss effect......

Then, as the core mainline weighted and heavy-cap stocks that support the rise of the broader market, it is difficult for them to continue to open up space and hit a new stock price height. ”

Gao Xiang pondered carefully and said: "There should not be a more serious trend of the two-eight divergence pattern. ”

"Why?" Chen Yihe asked.

Gao Xiang thought for a while, organized the language, and replied: "It's very simple, it should be that in the current market, a number of non-popular mainline tickets have not risen much at all in the aggressive short squeeze trend of the Shanghai Index last month.

This shows that there is no profit-taking funds on these non-popular mainline tickets.

In addition, the three core main lines of 'big finance', 'big infrastructure' and 'military industry' have broken through the trend pattern, as well as the strong money-making effect of the main line sector.

It's not a recent phenomenon at all.

These three main lines began to soar all the way when the Shanghai Composite Index broke through 3,000 points and the basic logic of the bull market was confirmed by many investor groups.

Even, the market of the two main lines of 'large infrastructure' and 'military industry' has started.

It can be traced back to April in the first half of the year, when the Shanghai Composite Index rose from around 2,000 points.

In other words, the continuation of the main line for such a long time.

On these small ticket boards in the field of non-popular main lines, the funds that should be siphoned have actually been siphoned by the three core main lines long ago.

Now, these non-popular mainline areas are in the internal chip structure of small tickets.

It is basically a stubborn deep hedge market, that is, it is basically all inactive chips, and the positions in it are basically retail investors.

After all, the establishment has long since retreated.

Take the shareholding thinking and buying and selling thinking of the retail investor group as an example.

In the case of deep lock-in, there are not too many, or even very few, investors who can decisively stop loss, or decisively adjust positions, and embrace the hot main line of the market in a timely manner.

And this ...... This means that the selling pressure on these small ticket plates is limited.

Not only limited, but also very light.

Therefore, in the case of these precipitated deep hedging chips and no strong desire to sell, even if these stocks in non-popular main line areas still do not get the concentrated attention of active capital groups in the market, and cannot produce a relatively strong money-making effect.

But it will definitely not be in the case of an upward trend in the market as a whole.

It will become a drag on the development of the entire market, and it will not become a huge disk pressure to suppress the further rise of the market.

These active capital groups do not pay attention to, or are not interested in the current situation, there is no strong expectation and positive driven fringe mainline stocks, the worst case, that is, in the continuous rise of the index, continue to do endless sideways shocks in the current position.

The momentum of these small tickets has long been exhausted in the bear market in the past few years.

There is simply no incentive to continue falling, and there is no need to worry that their decline will drag down the market.

Therefore, as long as the core and hot main lines of the market, such as 'big finance', 'big infrastructure', 'military industry', 'sub-new stocks', and 'film and television media', can still maintain a very strong money-making effect, and at the same time, there is a continuous positive stimulus on the market news, then I think ...... It is entirely possible for the Shanghai Composite Index to continue to open up space and continue to hit 4,000 points.

When it comes to the specific trading operations of our fund products......

Our current trading strategy is the most appropriate.

Naturally, it is the most appropriate trading strategy to maintain a high position, and further concentrate the position on the popular weighted stocks of the three core main lines of 'big finance', 'big infrastructure' and 'military industry', so as to maximize the excess profits of this wave of the market. ”

After listening to Gao Xiang's analysis, Chen Yihe pondered carefully for a while, and found that Gao Xiang's analysis, logically, does not seem to have any problems, and the non-popular mainline tickets he was worried about did not rise much in the first place, and there was indeed no motivation to kill and fall.

"It seems...... It's me who is overthinking. Chen Yihe smiled and responded, "In this case, let's maintain the current trading strategy and position situation first, and see how the market will change this week, whether it will hit the trillion turnover mark and open up new upside as we expected." ”

With that, he turned his gaze back to the computer interface in front of him.

At the same time, through the heated discussion of the vast number of investor groups on the whole network, it can also be seen that with the opening of other markets in the Asia-Pacific stock market, the bullish sentiment of the entire market continues to rise.

Finally, in the short wait between the two of them, and in the preparation of the transaction.

Under the intently attention of the investor groups of the whole network, the time crossed 9:15, and the two cities once again ushered in a call auction.

I saw that the market, which had been stagnant for two days, suddenly began to change, and countless popular stocks, as well as various leading stocks that were highly concerned by investor groups, all went straight to the red plate.

At 9:16, after a minute of intense handicap beating.

The performance of the two cities has become clear.

I saw that under the influence of the extremely high-pitched bullish sentiment in the entire market, nearly 93% of the more than 2,000 stocks in the two cities opened in the red.

Among them, as everyone expected before the market.

The core main lines of 'big finance', 'big infrastructure', 'military industry', 'sub-new stocks', and 'film and television media', as well as their related industry sectors and concept plates, as well as a number of popular stocks in the market and weighted leading stocks, are still leading the market in an all-round way.

Concrete......

The stock sector index opened 1.12% higher.

The Internet Finance Sector Index initially opened higher with an increase of 1.395.

Building decoration, building materials, commercial real estate development, banking, insurance, machinery and equipment, national defense and military industry, film and television media...... In a number of industry sectors, the initial high opening range was above 0.5%; The 'Eurasian Economic Belt', 'On the Road to the New Era, the Maritime Silk Road', 'Shanghai Free Trade Zone', 'Reform and Reorganization of Central Enterprises and State-owned Enterprises', and 'Sub-IPOs'...... and other related conceptual theme plates, which also basically opened higher at a rise of more than 0.5%.

As for the specific related mainline hot stocks.

In particular, the performance of the top 20 popular stocks in the attention and discussion of the market investor group.

The two new demon stocks, "Blue Stone Heavy Equipment" and "Huake Sugon", both opened at a high level of more than 5%, and the real-time stock prices of the two checks also refreshed their new highs since their listing.

"Great Wisdom", "Straight Flush", and "Oriental Wealth", the three "Three Musketeers" stocks in the Internet financial sector, all opened higher than 2%, among them, "Great Wisdom" is still the strongest, with an initial high opening increase of 4.78%.

'Shanghai Ganglian' and 'Huake Jincai' are two popular stocks in the same sector, but with different speculation logic.

They all opened higher at a 3% increase.

'Huaguo International', 'Huaguo MCC', 'Xiangcai Securities', 'Harbin Investment Capital', 'Western Securities', 'Huaxin Securities'...... This group of mainline popular weighted stocks opened between 1.5% and 3% higher, slightly weaker than the small-cap mainline concept stocks, but stronger than the corresponding sector index to which each stock belongs.

As for the market, there are a number of non-popular main line areas.

Such as 'big consumption', 'non-ferrous cycle', 'petrochemical', 'coal', 'medicine', 'animal husbandry'...... and other main line areas, as well as related industry sectors and concept sector indices.

It remains slightly red.

There is no obvious concentrated selling suppression at the beginning of the session, but there is also no obvious active buying attention.

Many of the constituent stocks in these marginal mainline areas are in an infinite state on the market, and even some stocks have no one to bid at the beginning of the call auction. (End of chapter)