", institutions continue to increase their positions in the main line of 'big finance' weighted stocks."

Seeing that in the dragon and tiger list of the two cities, institutions continue to increase their positions in the main line of "big finance" on a large scale, and pay attention to the net purchase of the main funds of the dragon and tiger list of the two cities, once again showing a large-scale rise trend, for a while, gathered in the major stock investment exchange forums on the whole network of countless retail groups, many investors have expressed surprise.

Originally, everyone thought that today's market trend was so volatile, and the major capital groups in the market must be in the form of large-scale selling.

Unexpectedly, the main capital turned out to be a net inflow.

This completely exceeded everyone's expectations and surprised everyone.

Of course, this unexpected surprise is also the result of everyone's joy or relative expectations.

"Hehe, in today's intraday, aren't there many people saying that the market of the core main line of 'big finance' should have almost risen to the end? Now look at ...... Is this a pattern that rises to the top? It's really coming to an end, and the main funds will still increase their positions in this position? ”

"The data of the dragon and tiger list of the two stocks of 'Harbin Investment Capital' and 'Huaxin Securities' really exceeded expectations today."

"'Great Wisdom', 'Huake Jincai', 'Shanghai Ganglian' three checks of the dragon and tiger list data, today is also a little beyond expectations, I did not expect the main funds in these tickets, but still continue to increase the position to buy, which can fully explain the 'big finance' line of the market, not at all to the end of the time!"

"It must not be at the end of the time, compared with the rise of the main line of 'big finance' in 06 and 07, the current securities, banks, insurance weighted stocks, and many high-quality constituent stocks, whether it is the historical stock price position or the valuation level, are still at an absolute low level, I want to say...... The main line of the entire 'big finance' has not yet reached the stage of the real main ascension, and it is still lingering at the bottom of the mountain. ”

"Compared with the valuation of a number of financial stocks in 06 and 07, it must still be at the foot of the mountain, but I feel that the valuation can't be compared like this, right?"

"Even if it can't be compared like this, the current position of the 'big finance' line is definitely still at a low level."

"Institutions are so scrambling to raise the core stocks of the main line of 'big finance', does it mean that the news that the central bank will cut interest rates and reserve requirements this month is almost clear?"

"I don't know, but it is not ruled out that institutional funds come in, which is betting on the fulfillment of this expectation."

"Whether it can be cashed in or not, it shouldn't affect the medium and long-term logic of the core main line of 'big finance', right? Anyway, I think that as long as there is a bull market, as long as the basic logic of the bull market does not change much, then the core theme of 'big finance' will definitely have investment opportunities and will not underperform the broader market index. ”

"The current stock prices of the four major banks and several major insurance weighted stocks are indeed in a very low position, and they also have a high enough investment cost performance."

"The most flexible has to be the securities and Internet finance sectors, right?"

"The Internet finance sector is really magical, no matter what the market trend is, this sector can rise."

"Last year, the concept of mobile Internet was speculated, and the concept of Internet finance was speculated, and this year, securities and finance were speculated, and the concept of Internet finance was also speculated, and it seems that ...... Having a good concept and a good industry is far more effective than having a good performance. ”

"That's for sure, otherwise how can you say that the pigs on the tuyere will fly?"

"The line of 'big finance' is indeed a little beyond expectations, but the trend of the two big demon stocks of 'Bluestone Heavy Equipment' and 'Huake Sugon' today is very different."

"The two checks of 'Huake Sugon' and 'Bluestone Reloading' are indeed very different today."

"Although the divergence is large, but it does not show an obvious loss effect, these two checks as a short-term weather vane and sentiment vane of the entire market, I think as long as the overall market is not a problem, these two checks will be adjusted, there is a high probability that they will continue to rise."

"Will it continue to rise? These two checks, counting from the bottom of the listing, have risen tenfold, right? ”

"In a bull market, what is ten times?"

"Can there be a pattern, a tenfold increase, it's just the beginning."

"On the whole, today's market situation is actually not bad."

"It's not bad, in addition to the 'big finance' counteroffensive at the end of the market and pulled out the gains, today's 'big infrastructure', 'military industry', 'film and television media' and other popular main lines, the money-making effect is also very good."

"But like Founder Securities, Huashang Securities, Huayin Securities, Minshang Bank, Industrial Bank, Huaguo Baosteel, Huaguo South Car, Huaguo North Car...... and other relatively weak weighted mainline stocks, the market is still very different, and obvious traces of the outflow of main funds can be seen. ”

"I feel that even if it is the core main lines of 'big finance', 'big infrastructure', and 'military industry', the main line is currently out of the general rising market situation."

"That's right, I also feel that several popular main lines and corresponding constituent stocks have begun to diverge."

"Isn't it normal for the strong to be strong and the weak to be weak?"

"It's normal, but I always feel that the market is in this position, although the probability of a big fall is not large, but the pressure to continue to attack strongly is still very great."

"I think this position should be light on the index, heavy on individual stocks, and buying popular leading stocks in the daily session is the most cost-effective investment method."

"Today's 'straight flush' stock is not going up much."

"The divergence of funds on the disk of the 'straight flush' check should be greater than that of other core mainline stocks, right?"

"Among the three musketeers of Internet finance, it is obvious that now 'great wisdom' is the leader."

"If you want to buy it in the short term...... I definitely give preference to the stock of 'Great Wisdom'. ”

"The check of 'Huagong International' feels a little declining, but this check has risen a lot in front of it, so it is normal to stop and rest for a while at this time."

"In fact, the securities sector, the recent leader, has also been switching."

"Yes, from the original Western Securities, to Huatou Capital, then to Southwest Securities, Pacific Securities, then to Xiangcai Securities, and now Huaxin Securities, Harbin Investment...... In fact, it has been changing, but I think this kind of change is still very good, switching between high and low, and relaying each other's rise, only in this way can we continue to expand the money-making effect of the plate and make the increase space higher. ”

"Not to mention, not only the securities sector, but also the main line fields of 'large infrastructure' and 'military industry', there are traces of this kind of continuous switching and rotation of the leader."

"That's right, the emotional leader of the main line of 'big infrastructure' has actually changed several batches."

"From the original Huaguo Metallurgical and Huaguo Railway Construction, to the back of Beijiang Jiaotong Construction, Shanghai Construction Engineering, then to Bayi Iron and Steel, Fushun Special Steel, to Yingkou Port, Dalian Heavy Industry, and then to CSR, CNR, Huaguo Railway Construction, and then to today's 'Huagong International, Huaguo Construction', in fact, the leading companies have been changing in rotation."

"This shows that the market has a good undertaking effect, and it shows that the low-level stocks that are not hot leaders now have the opportunity to become popular leading stocks in the future."

"In short, I think at this time, it is no problem to continue to follow the institutions, and there are many bigwigs who increase their positions."

"The so-called fall is not strong, the current market index is this pattern, it seems that the technical side is diverging more and more, but in fact, it is a good opportunity to increase positions."

"In the main rising market, it is not normal for the technical side not to deviate."

"The technical side has been distorted, and if you follow the technical side to speculate on stocks, you will lose a lot sooner or later."

"The technical aspect of this thing, can not be said to be completely useless, can only be said to have a certain reference, but in general, judging the market trend, or according to the sentiment, chip structure, news, fundamentals and other latitudes to comprehensive analysis, will be relatively reliable."

"I don't understand that, anyway, I just know it's a bull market."

"That's right, why do you want to do so much, just know that this is a bull market, and know that the market will rise sooner or later."

"I don't know 'big consumption', 'non-ferrous cycle', 'petrochemical'...... These plates, at the moment can lurk some chips, no? and the main directions of consumer electronics, mobile Internet, and smartphone industry chains, which were hyped last year, should also rise, right? ”

"If these mainline sectors want to rise, it should be possible to wait for the main funds to withdraw from the popular mainline areas such as 'big finance', 'big infrastructure', and 'military industry', right?"

"Yes, I think so too."

"At present, it should not be time for the market to switch between high and low."

"Wait patiently, wait patiently, it will rise sooner or later."

"I think that when the news of the central bank's interest rate cut and RRR cut lands, and when the market turnover crosses the trillion mark, the market will definitely usher in a wave of continuous general rise."

"The turnover of the two cities has reached more than 980 billion, and it should be this week, and the turnover will break through the trillion mark next week at the latest, right?"

"This week's market should be dominated by shocks."

"Why?"

"Because we have to wait for the Federal Reserve's interest rate meeting to land, before the Federal Reserve's interest rate meeting, the real super main capital institutions in the market should still have a high probability of standing still."

"I also think that the funds will wait for the external expectations to land before pulling the market."

"Next week, there is a high probability that the news of the central bank's interest rate cut and RRR cut will also land, right?"

"Therefore, everyone's expectations for this week's market, there is no need to be too high, hold stocks with peace of mind, and wait patiently for the news to land, anyway, the index will rise sooner or later."

In the fierce and high-pitched discussion on the whole network......

The vast majority of investors in the market still maintain a very high enthusiasm and optimism about the follow-up market situation.

The over-the-counter institutional groups, financial media, as well as stock commentators, analysts, investment consultants, and even some so-called Internet big Vs and stock gods.

It is still constantly explaining the basic logic of the bull market through various news and information in the market, and continues to actively sing the long market.

The wind direction of the regulator, as well as the news of the external market.

Although there is not much useful heavy news coming out, from the various circulating gossip, it is still biased in the direction of the bulls.

In this way, down to the various retail groups, up to the main institutional groups.

have sung a lot, and they are actively optimistic about the emotional performance of the market outlook.

In the evening, the news network continued to report on the topic of 'On the Road to the New Era, the Maritime Silk Road', and continued to release the benefits related to the main direction of 'large infrastructure'.

In the middle of the night, U.S. stocks, as well as other foreign stock markets, also continued to open higher and break through.

Looking at the world, all stock markets are basically in a bull market.

Such news, as well as the performance of the external market, undoubtedly added an emotional fire to the A-share bull market, which was already in consensus expectations.

So, the next day, Friday, December 5th.

In the eyes of the vast number of investors, the two cities once again generally opened.

And in the market open high.

Yesterday's late stage performance was eye-catching, showing the main line of the 'big finance' after the end of the adjustment, whether it is securities, Internet finance, banking, insurance plates, in the call auction, have been the main buying capital groups concentrated to grab funds, resulting in these major plates, at the time of the opening, have jumped to the top of the list of industry sectors and concept plates in the two cities, and even the top position of the leader.

Among them, the specific performance of individual stocks ......

The two checks of 'Harbin Investment Capital' and 'Huaxin Securities', which have attracted much attention, were directly opened at a higher level of more than 4.5%, and a number of securities stocks in the entire securities sector were certified.

The three popular leading stocks in the Internet financial sector, "Great Wisdom", "Huake Jincai" and "Shanghai Ganglian", also opened higher at more than 4%, among them, "Great Wisdom" opened directly at a 6.21% increase, and there is a trend of continuing to increase the limit.

As for yesterday's intraday, the long-short divergence was fierce, and the two demon stocks of Huake Sugon and Blue Stone were reloaded.

At the opening of today's market, both stocks maintained a flat opening pattern, showing neither an obvious money-making effect nor a more obvious money-losing effect.

"The two cities are open high across the board, it seems that the market is indeed a bit of an adjustment to the end, and, today is Friday, a lot of potential long funds who hesitated before should bet on the good news of the weekend, right?" At 9:26 a.m., in the magic capital at this moment, inside Yinghui Financial Company, in the trading room of the main fund product of 'Yinghui No. 1', Liu Guanhai, as the product fund manager, stared at the opening pattern of the two markets with his eyes firmly fixed, pondered for a moment, and said with emotion, "The line of 'big finance' is mostly to do the first stage, and the final main rise." ”

Hearing Liu Guanhai's words, Yu Lei, as the head of the 'Yinghui No. 1' fund product trading team, pondered for a moment and said: "Mr. Liu, the main line of 'big finance', the current position, although the closer to the clear time point of the good news, the stronger the disk trend will be, but once the good news that everyone is looking forward to is completely landed, it is easy to form a positive trend pattern." ”

"So what about ......," Liu Guanhai asked with a smile.

Yu Lei responded: "I'm thinking, we are in this position...... Should we gradually take profit and take profit, reduce the position, so as to deal with the landing and cashing of the news, if the news is landed, there is no formation of the situation that I said is good, and then we increase the position to buy back, in fact, the impact is not very great, but if the good cash, it really becomes a good situation to turn into a negative situation, then we are very profitable to reduce the position and take profit. (End of chapter)