"What's the matter, in this case, still diving?"

At about 10 o'clock in the morning, Yanjing Yihe Capital Company, the main fund trading room, has been observing the disk, and has high expectations for today's market trend Chen Yihe, the general manager of the company, frowned obviously, and said: "The peripheral market is all breaking through rapidly, the domestic news is all good, and the market investor sentiment performance is also very good. I feel that the power of the market bulls, and the funds that continue to undertake, are not weak! ”

"Maybe it's still a matter of profit-taking." Next to Chen Yihe, Gao Xiang, who is the head of the company's main fund product trading team, thought about it and responded, "In this position of the market, the pressure of profit and hedging deposited in the market is still too great, and it must be shaken and digested, but I think it ...... Even if the index temporarily rises and falls, it will definitely be able to shock and attack in the end, forming a continuous breakthrough trend.

After all, as you said, Boss......

Whether it is the trend of the external market or the presentation of domestic news, it is all good, and the atmosphere of the market bull market is getting stronger and stronger.

In this case, low-quality mainline chips are scarce.

There is simply no room for a sharp decline or correction in the index and the market.

Therefore, even if you want to digest the profit order and solve the hedge, it is likely to be a pattern trend that fluctuates gradually higher.

At this time, what should be tested is everyone's patience with holdings, as well as the inner belief in the expectation of the market bull market.

The chips in your hand that have a certain cost advantage.

It is easy to be washed away by the main funds that are active in the field. ”

Chen Yihe heard Gao Xiang's analysis, pondered for a moment, and said: "According to your analysis, such a trend in the market is more conducive to the subsequent development of the market?" ”

Gao Xiang responded: "That's the case, I think the current market trend, there is no problem, we just need to be patient and wait for the end of the market shock adjustment, I believe that the time of the market shock adjustment will not be very long, after all, December, is the time when many institutions in the industry actively adjust their positions and work hard to do performance." ”

"I hope the market adjustment time will not be very long." Chen Yihe nodded, "But there is no problem with the overall trend of the market, what about the specific performance of the main market?" In the past two days, the main line of 'big finance', which has been supporting the market's strong breakthrough, is obviously weaker than the main line of 'big infrastructure'.

Our fund products, the main holding chips, are gathered on the main line of 'big finance'.

What do you think......

Is it necessary for us to balance the position structure and adjust the departmental position from the direction of 'big finance' to the main line of 'big infrastructure'? ”

Gao Xiang thought for a while and responded: "There should be no problem with the line of 'big finance', right?" Moreover, at present, the bull market expectations are becoming clearer and clearer, and the speculation logic and investment logic of the core main line of 'big finance' are still the most certain in the entire market.

It's just that in the main line of 'big finance', the short-term profit and unhedging chips are too heavy.

A temporary suppression was formed for the plate.

Therefore, it has led to the line of 'big finance', and in recent trading days, it has not outperformed the market of the core main line of 'big infrastructure'.

But, for now.

The potential benefits and expected logic of the main line of 'big finance' are still better than the main line of 'big infrastructure'.

At the same time, there is also the expectation that the central bank will cut interest rates and reserve requirements.

In addition, even if it is more advantageous than the specific valuation and the overall increase in the stock price from a historical low, it is also the line of 'big finance'.

I think the core theme of 'big finance' is currently a divergence.

Not only is it not a selling point that should reduce positions and take profits, but it is still a good point to increase positions and buy longs.

We're ...... at this time

Nor should we reduce the chips of the main line of 'big finance' and disperse to the main line of 'big infrastructure', but should further concentrate our positions on the core leading stocks of the main line of 'big finance'.

After all, once the market ends the correction, it will skyrocket again and break out.

Then, as the main line of the vanguard to support the breakthrough of the market, the popular weighted stocks in the main line of 'big finance' will definitely become the first target of the main capital group's attack, get out of a smoother breakthrough trend, and create a higher stock price increase, significantly outperforming the market market index.

Therefore, we focus on holding the core stock chips of the main line of 'big finance'.

I think we can grab the excess profits of the market with a high probability, and at the end of the year, the performance of our fund products will be further increased. ”

"But currently, about ...... The certainty of the rumors about the central bank's interest rate cut and RRR cut is still not very high. Chen Yihe said, "In case this news falls through, the positive expectations cannot be fulfilled, and our centralized warehouse is located on the main line of 'big finance', it will be very troublesome." ”

Gao Xiang said: "I think there is a high probability that it can be cashed out, right?" After all, last night, on the news of the external market, the major foreign financial institutions did not generally expect the Fed to raise interest rates at Friday's interest rate meeting, and the Fed would not raise interest rates rashly? When it comes to managing interest rate expectations, the Fed is significantly different from the central bank.

Generally speaking, most foreign financial institutions, if they generally agree with this, it is basically eight or nine without leaving ten.

And since the Fed will not raise interest rates rashly.

Then there are a lot of cards in the hands of our domestic central bank.

Moreover, for the sake of macroeconomic recovery and in order to alleviate the pressure on monetary liquidity at the end of the year, the central bank will cut interest rates and reserve requirements, which is basically a sure thing, right? ”

Chen Yihe continued to ponder for a while in Gao Xiang's continuous analysis and opinion output, thinking about this position, thinking about the performance ranking of its main fund products, which is not far from the top 100 positions in the industry.

Even if it is a failure in the end.

In the case that the Shanghai Composite Index has basically blocked the downside, it is just a waste of a period of time, and the market opportunities during this time.

Thinking of this, Chen Yihe said: "Okay, continue to adjust your position according to your ideas." ”

Gao Xiang nodded, and immediately ordered the group of traders behind him to continue to adjust their positions.

And at the same time......

Modu, Huatong Bank's proprietary investment department, fund manager Deng Jialun stared at the two markets, and also made the same strategic choice as the 'Yihe Investment' company.

Similarly, many of the retail investor groups in the market, as well as medium and large investors.

Looking at the two markets that have fallen back in shocks.

And no one felt panicked, or that market risk was near.

Everyone still thinks that all the pullbacks in the market are good opportunities to increase positions, adjust positions and exchange stocks, and grab the main line weight stocks, as well as various high-quality stock chips in the market.

It is in this kind of market that continues to diverge long and bearish.

The Shanghai Composite Index fluctuated until more than 2 o'clock in the afternoon, and then began to rise rapidly.

In particular, the main line of 'big finance', which everyone is focusing on, suddenly, unlike the tail dive of the previous two days, began to rise in the end of the day.

Eventually, when 3 o'clock in the afternoon came.

The Shanghai Composite Index still closed above the position of the higher opening in the morning and continued to achieve the situation of closing in the red.

In the situation that the Shanghai Composite Index continues to close in the red market, a number of popular main lines such as 'big finance', 'big infrastructure', and 'military industry' also continue to be active.

And in the final stage of the game.

The securities and Internet finance sectors have returned to the top position in the industry sector and the concept sector in the two cities.

Among them, the popular stocks in the two major sectors, such as 'Harbin Investment Capital', 'Huaxin Securities', 'Great Wisdom', and 'Huake Jincai', rose rapidly at the end of the market and were sealed on the price limit.

As for the big demon stocks in the sub-IPO sector of 'Huake Sugon' and 'Bluestone Heavy Loading'.

Today, it continues to maintain a huge long-short divergence trend, with the amplitude of more than 10 points in the disk shocks.

In the face of the rise of the main line of 'big finance' again, the market fluctuated for most of the day, and finally showed another upward breakthrough pattern trend at the end of the session.

After the market closes, a wide range of investors inside and outside the market.

The emotional performance was more intense than in the intraday.

"Huh...... Today, the Shanghai Composite Index is still above the opening point, which is a bit beyond expectations! ”

After closing, in the main Yuhang tour capital group where Su Yu is located, some people sighed.

"Moreover, the main line of 'big finance' has also re-led the rise, looking at the trend pattern of the market, there are obvious traces of the end of the market adjustment."

"I've been fluctuating for several days, and the profit order and the unhedging order have been almost cleared, right?"

"Today's tail trend is indeed a bit beyond expectations, but it is a pity that today's market turnover still did not succeed in standing at the trillion mark."

"The amount can break through the trillion mark, but it is not a matter of time."

"It is still 'big finance' that leads the rise, and the vitality of the market is stronger."

"However, today's 'Huake Sugon' and 'Bluestone Reload', the two short-term emotional vanes, are a bit out of flames."

"These two checks, since their listing, have increased more than 10 times, and they have risen so much, and the adjustment is normal."

"Fortunately, these two checks, although today's trend has a large amplitude, it basically does not show a strong disk loss effect, which should not have a too bad impact on the short-term speculation and short-term market in the market."

"There will be no negative impact at all, after all, the stock price of these two checks can rise to the current position, which is already a very unexpected thing."

"Many stocks that fried the board in the intraday today have been closed at the end of the day, which should be a good phenomenon."

"Sure enough, the market's downside space has been completely sealed, and it really can't fall at all, I originally prepared 3 million funds, and I planned to buy the bottom in the drastic market adjustment, hey...... Looking at it now, most of the time it can't be realized. ”

"In the bull market, it is definitely difficult to copy the bottom, so you can only chase the high and grab the chips."

"As long as it's a high-quality chip, I think it doesn't matter if you chase a little higher and buy it, it's just a loss of a little holding cost advantage."

"Today's trend of the 'Great Wisdom' check is also a bit beyond expectations."

"Indeed, I really didn't expect this check to go up and down today."

"I feel that the securities and Internet finance sectors are going to accelerate the main rise, right?"

"Accelerating the main ascension? Isn't the market trend of these two major sectors the main upward trend? It's generally doubled! ”

"The index has almost doubled from the bottom of 2,000 points, and the constituent stocks in the popular securities and Internet finance sectors have generally doubled, isn't it normal? On the contrary, I think that the double of the general increase does not reflect the strong expectations of the entire main line of 'big finance'. ”

"There is no doubt that the line of 'big finance' will definitely continue to skyrocket."

"At present, on the whole, the valuation level of the core main line of 'big finance' is still seriously lagging behind the line of 'big infrastructure', right?"

"Not only is the valuation lagging behind, but the growth rate is also lagging behind across the board."

"According to the core main line of 'big infrastructure', the entire trend since April this year, as well as the range of gains, there is definitely a wave of main rise in the line of 'big finance'."

"That's right, at least like 'CEFC Securities', 'Huatong Securities', 'Hengsheng Electronics'...... These votes have not yet come out of the obvious main upward trend, and the cumulative increase in stock prices from the bottom is also relatively lagging behind the rise of the Shanghai Composite Index from 2,000 points, which is logically ...... There should be room to make up for the increase. ”

"No matter how the direction of the core main line changes, I think as long as there is no problem with the overall market, then we can rest assured and boldly make short-term decisions."

"That's right, as long as the market's risk appetite is still at a high position, then continue to short-term."

"In the sector of 'sub-new stocks', after the end of the wave of speculation in 'Huake Sugon' and 'Bluestone Heavy Loading', there should also be new demon stocks......

With the rapid refresh of the news in the group, as well as the in-depth interpretation of the market by the bigwigs in the group.

Before you know it, the time of the market has once again reached 5:30 p.m.

I saw that the dragon and tiger lists of the two cities were refreshed, and at the same time, the balance data of the two financial markets was also disclosed.

According to the two financial data disclosed by the market, the financing balance and the balance of securities lending are rising, and the financing balance, compared with yesterday, has increased by more than 5 billion, and the financing balance of the two cities has reached a total of more than 1.14 trillion yuan.

As for the data of the two cities that have been disclosed......

I saw that the number of stocks on the list in the two cities today, although it continued to decrease compared with yesterday, but the total net purchase of the main funds on the entire Dragon and Tiger list increased significantly compared with yesterday.

Among them, especially the two securities stocks on the list, 'Huaxin Securities' and 'Harbin Investment Capital'.

Among the trading seats on the Dragon and Tiger List disclosed by it, the total net purchase amount of the main funds reached 420 million, which greatly exceeded the expectations of many investors in the market, and also surprised countless investors who paid attention to these two checks.

Everyone didn't expect that at this time, in this position.

As the absolute main force of the market, the institutional capital group will continue to increase its positions on a large scale and frantically to grab stocks in the securities sector. (End of chapter)