"Indeed, this shock almost thought that the market was going to pull back quickly and continuously." Next to Chen Yihe, Gao Xiang, as the leader of the trading team, also nodded at this time and responded, "However, the fact that the intraday can recover the decline of the initial decline so quickly should show that the main rise of the market in this round is not over, right?" ”

Chen Yihe said: "The fact that the Shanghai Index can recover the decline in the market so quickly naturally shows that this round of market trend has not yet come to an end, and it also shows that under the fierce change of hands, under the abundant capital liquidity, the market has a serious backlog of profits and unhedging orders, which have been largely digested at the moment."

In other words, the market trend at this time is obviously much healthier than before.

If there are no accidents......

After the violent shocks at the beginning of this wave, the subsequent rise of the index today should be much more stable.

Moreover, looking at the trend of the recovery of the market, it can be found that after the shock cleaning, the main force of the new influx of large quantities of undertaking funds is still concentrated in the hot main areas such as 'big finance', 'big infrastructure', 'military industry', 'sub-new stocks', and 'film and television media'.

Hey, since the market is able to fluctuate in the process of rising.

Digest profit-taking and unhedging chips deposited on the board healthily.

Then, we will continue to lock in the chips of the position, continue to let the profits run, this Friday, on the macro news side of the external market, the Federal Reserve will have an interest rate meeting.

The direction of the domestic central bank's monetary policy should change with the external market and the Federal Reserve's interest rate meeting.

Let's look at how the news in the peripheral market changes, and we should be able to judge the domestic.

As long as the expectations of the central bank's interest rate cuts and RRR cuts are still there, or the expectations of this news can really land, then this wave of market rally should not end before the expected landing. ”

Gao Xiang nodded, very much agreed with Chen Yihe's market views, and said: "And now the main line of 'big infrastructure' is also emerging, with the two core main lines of 'big finance' and 'big infrastructure' rising alternately, constantly supporting the breakthrough of the market, and constantly gathering the market's money-making effect."

I believe that this wave of the market has the ability to continue to hit 4,000 points upward.

What's more, the hype theme of 'sub-IPO', which is a short- and medium-term capital gathering, has not ebbed in the slightest way to its current position.

There is a line of 'sub-IPO' that continues to promote the short-term speculation in the market.

Coupled with the valuation of individual stocks in the major popular main line areas, it is still in a reasonable range as an important factor.

In the case of more and more abundant liquidity, I feel that the index has no room to fall at all, and it has indeed formed a pattern that any decline in the market is a rare opportunity to increase positions.

Just ......"

Gao Xiang paused and continued: "At this time, it is necessary for us to continue to concentrate on position adjustment, to leave the weak and strong, and to concentrate funds on the two core main lines of 'big finance' and 'big infrastructure', and the market trend is significantly stronger than the core weight stocks and concept leading stocks of the index?" ”

Chen Yihe pondered for a moment and responded: "It is still very necessary, you know, this is already December, and the main institutions from all walks of life, in order to rank the institutions at the end of the year, will carry out drastic adjustments, and it is obvious that the strategy of 'going to the weak and staying strong' should be done by many institutions at present."

And this is also the cause of 'big finance' and 'big infrastructure' in the two main areas.

The fundamental reason why the market trend of a number of high-quality stocks is obviously stronger than the trend of the index.

Since there is this factor, and according to our analysis, the current market does not have sufficient downward recovery energy, and there is a high probability that it will continue to be pushed up by the two core main lines of "big infrastructure" and "big finance" that directly benefit the impact, so why don't we adjust positions aggressively, predict the position adjustment strategy of the main force of these institutions, and concentrate positions on these strong leading high-quality stocks to obtain excess returns in the market?

Is it bad to let these main institutions in the industry at the end of the year, who are frantically adjusting their positions for the ranking of institutions and the net value of fund products, carry a sedan chair for us for free? ”

"Okay!" Gao Xiang nodded, "Then I will continue to ask everyone to persevere in those stocks that are obviously weaker than the trend of the broader market, and then concentrate the funds freed up by reducing positions on the leading stocks of the main line that can gather popularity and have a trend that is significantly stronger than the index." ”

Chen Yihe nodded, pondered for a moment, and emphasized: "At this time, the market has just completed a round of shocks, and the profit disk and the unraveling disk can also slightly suppress the disk, and the market sentiment fluctuates.

At this time, it is an excellent time to adjust positions and exchange shares, and you should make good use of it.

It also allows traders, at this time, whether it is to reduce their positions or increase their positions in a concentrated position after the reduction, do not worry too much about transaction costs.

Because the profit order and the unhedging order are cleared and cleaned in large quantities.

The ups and downs of the market are very fast, and the direction and path of its market development are also very clear.

In the entire market, there are definitely not a few main funds that have changed our ideas and trading strategies.

If we care too much about these, I am afraid that we will miss this opportunity node for rebalancing and exchanging shares, and eventually it will become a high-chasing behavior of 'picking up sesame seeds and losing watermelons'. ”

"Okay!" Gao Xiang nodded.

Immediately, he turned his head and quickly began to instruct the traders behind him to make corresponding trading strategy changes.

And at the same time.

Seeing the reversal of the market trend, the Shanghai Composite Index once again quickly recovered its decline, turning from falling to rising, and at the same time, the main lines of 'big infrastructure' and 'big finance' were also quickly recovering.

Yanjing, Modu, Shenshi, Yuhang, Jinling...... and other places.

Whether it is a major capital group such as public fund companies, state-owned asset management institutions, and private equity fund companies, many institutions are also doing the same position adjustment strategy.

As a result, under the effect of the continuous influx of these main funds to adjust their positions and rush to raise.

The market rebounded, and after the time entered 11 o'clock, it began to accelerate more and more.

At 11:01, the demon stocks that plunged sharply, 'Bluestone Heavy Loading' recovered all the intraday declines, successfully turned from falling to rising, and the intraday turnover rate reached about 17%.

At the same time, the Shanghai Composite Index expanded its intraday gains to more than 0.5% and rebounded to the opening position.

There is also the A50 index, which at this time also expanded to more than 0.7%.

At 11:02, 'Huake Sugon' rose by more than 7% again in the day, becoming the core of short-term speculation in the entire market, as well as the emotional vane of short-term speculation. (End of chapter)