At 11 o'clock in the morning, the indices of the securities and Internet finance sectors rose by 2.75%.

However, at this moment, the net inflow of the main funds in the securities sector is not as good as at the beginning of the market before 10 o'clock, and at the same time, the net inflow of the main funds in the two major weighted sectors of banking and insurance, after reaching a maximum of 1.75 billion, also showed a gradual narrowing and reduction of the net inflow of funds.

However, even though the net inflow of major funds is weakening and slowing down.

However, in the hot main areas of the two cities, a group of followers, a group of retail investors holding positions, and their enthusiasm for bullishness and longs has not decreased in the slightest.

And a number of mainline hot stocks, concept leading stocks.

Under this strong follow-up effect, they are also continuing to refresh new highs on the disk.

"All-round general rise, haha...... The market has finally continued to break through again. ”

In the two cities are still in the momentum of the upward breakthrough, "big finance", "big infrastructure", "military industry", "film and television media" and other popular main lines, and "big consumption", "non-ferrous cycle", "petrochemical" and other low-level main lines go hand in hand, the entire market all stocks are actively rising and breaking through, at this moment, gathered in the trading platform stock discussion area of the majority of retail investor groups, have issued excited emotional voices.

"I'll just say, the market can't fall, it must break through, and sure enough."

"Just point at 4,000 points!"

"There is no doubt that the Shanghai Composite Index will definitely break through 4,000 points before the end of this month."

"It's more than 4,000 points, don't you notice? Today's upward breakout of the market is significantly different from before. ”

"What's the difference?"

"In the past, it was mainly the core main lines of 'big finance', 'big infrastructure', 'military industry', and 'film and television media' that supported the market, and the entire money-making effect was basically rotated in these main line areas, but today...... It is clear that the market has turned into a complete general rally. ”

"It's true that basically all stocks are rising."

"This shows that the market is now really in the main upward trend."

"Sure enough, in the bull market, all the pullbacks are good opportunities to buy, the first few trading days, 'big finance' was a little weak, I thought it was going to be adjusted, but I didn't expect it...... Alas, I really regret not increasing my position. ”

"Alas, I also stepped short, I originally wanted to wait for the market to pull back to a low level, but I didn't expect the market to pull back at all."

"I'm afraid that Gao is a hard-working person, and now I finally realize this sentence."

"Continue to buy securities, 'big finance' is really crazy during this time."

"Securities, as the pioneer of the bull market, now that the market bull market pattern is determined, the market turnover is about to break trillions, can it not go crazy?"

"There is a continuous positive catalyst behind 'big finance'."

"So, what do you buy if you don't buy 'big finance'?"

"The main line of 'big infrastructure' is also quite strong, it is the target, and it is not so good to choose."

"In the main line of 'big infrastructure', 'Huagong International' seems to be the leader, right?"

"I feel that 'Huaguo MCC' is the leader, right? The increase in popularity and historical lows is stronger than that of 'Huagong International'. ”

"If you want to say that the elasticity and the increase are higher, isn't it the two checks of 'Fushun Special Steel' and 'Yingkou Port'?"

"There is still a difference between concept stocks and core weighted stocks, such as 'Yingkou Port', to be honest...... I don't dare to participate. ”

"What about the 'straight flush' check, do you still dare to participate?"

"The logic of the check 'Flush' is still obviously different from the tickets of 'Fushun Special Steel' and 'Yingkou Port', right?"

"The check of 'straight flush', although it was a concept hype at the beginning, can rise to this point, and its underlying logic has become a performance expectation."

"Only real performance expectations can support the firm rise of the stock price!"

"That's for sure, the trend of the securities and Internet finance sectors is so strong, isn't it expected that the bull market is coming, and the performance of these stocks will skyrocket?"

"Concept hype can only go through a wave, and performance expectations can form a long-term trend to rise."

"What do you think of today's two checks, 'Bluestone Reloading' and 'Huake Sugon'? I feel that the disagreement between the two checks has not been completely eliminated. ”

"If there is a disagreement, there is a market, and it is not a bad thing to diverge here."

"Agreed, anyway, in the 'Huake Sugon' and 'Bluestone Reloading' two checks, as long as it is still the core leader of the market, as long as the Shanghai Index can continue to rise, these two checks will reach new highs sooner or later."

"At present, the check of 'Great Wisdom' is the strongest, right?"

"Among the three musketeers of Internet finance, it is indeed the strongest check of 'great wisdom' recently, alas...... I had a full warehouse of 'Oriental Fortune', but I didn't expect this check to be too meaty. ”

"There is no problem with 'Oriental Wealth', and it will continue to rise sooner or later."

"I also hold the check of 'Oriental Wealth', mainly for the concept of Mr. Su's heavy stocks."

"What are Mr. Su's other heavy stocks?"

"Bright card, Lixun Precision is right, but this check is not a constituent stock in the popular main lines of 'big finance', 'big infrastructure', and 'military industry'."

"Actually, I think the stocks in the theme direction of the 'smartphone industry chain' are also quite good."

"Well, according to fundamental analysis, with the continuous development and expansion of the domestic smartphone market, stocks in this thematic direction will definitely have better development."

"No one thinks that there is a problem with the direction of the future 'smart phone industry chain', mainly in the market, the related 'smart industry chain' stocks were speculated too high last year and the year before last, and the performance growth rate of many stocks this year is not enough, the stock price is relatively overvalued, but ...... When the trend and atmosphere of the bull market develop again, and the overall valuation of the market increases, these tickets will definitely continue to rise. ”

"At present, on the whole, the valuation of the 'big finance' line is the lowest, and it is the most advantageous, right?"

"That's for sure, don't look at the major weighted sectors of banks, securities, and insurance, which have risen so much in the past month or so, but the average valuation of the entire 'big finance' related stocks is still only about 13 times PE, which is significantly lower than the average valuation level of the market."

"If you look at the overall valuation of the main line of 'big finance' according to the last round of bull market, whether it is securities, banks, insurance...... There should be at least room to double in all major sectors. ”

"The subsequent doubling of the securities sector is the minimum, right?"

"There is absolutely nothing wrong with buying securities in a bull market."

"The market is soaring today, is there a blockbuster market over the weekend? It feels like the big institutions in the market have gotten the news in advance. ”

"I don't know, maybe!"

"Could it be the news that the central bank has been rumored to cut interest rates and reserve requirements for some time now?"

"Don't say it, it's possible."

"Regardless of whether the weekend is good or not, anyway, since the index is still hitting a new high, it is right to continue to buy."

"Looking back now, the market was sideways in the first few days, and it was a wash."

"I said I was washing the dishes."

"Fortunately, I took the opportunity to adjust my position and took all positions to securities stocks."

"Haha, the day before yesterday, I just filled the check of 'Huaxin Securities', but I didn't expect it...... Eating two price limits in a row, cool, it's so cool. ”

", envy!"

"It's better to act than to move, and feel like buying securities."

"The end of the year will definitely be the home of 'big finance'."

"It must be the home of 'big finance', if the Shanghai Index wants to go up to 4,000 points, it is impossible to lack the core main line of 'big finance'."

"It's a pity that it's been trapped in other places, and it hasn't been unwrapped yet."

"At this time, what do you care about unraveling or not? Directly cut the meat and sell it to chase the main line of the market, is the king, the bull market is not easy to come by, every minute, every second of the bull market time, that is very precious, such a precious time, wasted on junk stocks, even if you don't make a loss. ”

"Indeed, the time cost at this stage is particularly valuable."

With the continuous heated discussion of a group of retail investors in the stock discussion area of the trading platform, as well as the continuous high-pitched emotional progression.

After entering the market after 11 o'clock, it is still breaking through by inertia.

In the end, when 11:30 arrived, the two cities ushered in the noon close, whether it was the Shanghai Index, the Shenzhen Index, and the ChiNext Index, the intraday increase expanded to 2%, which can be described as a rainbow.

After the midday close......

The bullish sentiment of the market has fermented even more.

Whether it is the majority of retail investor groups, or a large number of institutional groups, as well as major financial media, and countless online stock gods, they are all singing collectively.

There are even quite a few aggressive long investors.

At this moment, it has been shouted that the Shanghai Composite Index will hit 4,000 points next week, and then set off the bull market to rise to the climax.

At the same time, in addition to the fermentation of pure emotions, there are also a lot of good news.

There is updated information on the pension market, and there are many information on the increase in holdings and performance of listed companies on the market...... and so on.

In this kind of situation, it is all optimistic.

In the afternoon, after the market opened, the Shanghai Index, the Shenzhen Index, and the ChiNext Index were driven by a number of popular mainline related sectors such as 'big finance', 'big infrastructure', 'military industry', 'film and television media', 'mobile Internet', and 'smart phone industry chain', as well as related concept stocks.

have hit new highs on the market.

And with the passage of market trading hours, the market is becoming more and more aggressive.

However, with the major indexes, they have hit new intraday highs, the major core main lines, and then set off the tide of the disk trend, the overall net inflow of the main funds in the two cities, but there is no trace of expansion again, and the end stage, as a hot sector of the market securities sector.

The net inflow of its main funds has turned negative.

Of course, in the face of this situation.

The explanation given by the broad group of investors who have been fully engulfed by the bullish sentiment in the market and whose understanding is unclear is the sell-off of short- and medium-term profits.

And it is believed that such a pattern performance will not give the market a sustained breakthrough in the future.

What are the negative effects?

Because the turnover of the market is still rising, and due to the continuous increase in the market today, the turnover of the two cities has finally crossed the trillion-scale threshold that everyone has been looking forward to for a long time.

The intraday turnover of the two cities reached 1.03 trillion.

Compared with yesterday, this amount of energy has risen by almost 50 billion.

With such a large amount of performance, coupled with a total increase of more than 2%, the Shanghai Index continued to refresh the annual high, how can it not be optimistic about the market outlook.

And, as time went on, at 5:30 p.m.

The financing balance announced by the two cities, compared with yesterday, also showed a large increase.

There is also the data of the Dragon and Tiger List disclosed by the two cities.

Although the net amount of main funds in the entire market throughout the day showed an outflow state, the main funds on the list of dragons and tigers in the two cities still showed an inflow trend.

Moreover, like the trading seats of the 'Zhang Mengzhu' that were sold before.

There is no longer a selling seat on the Dragon and Tiger list today.

In addition, on the list of "Huaxin Securities" and "Harbin Investment", which continue to be on the list, institutions are still buying chips on a large scale.

In short, through the intraday market trend, as well as the performance of various data on the disk, and the performance of the new news surface.

There is simply no reason to be bearish.

What's more, in the evening, the trend of the external market is also quite cooperative, continuing to open high and go high, which exacerbates the further fermentation of domestic bullish sentiment.

And in the middle of the night.

The Fed's interest rate meeting, which everyone was looking forward to, was finally as predicted by well-known institutions around the world.

After careful consideration, the Fed decided to keep the current interest rate unchanged and did not rush to start raising interest rates, dragging the global economy into a more tense development situation.

And with the Fed's clear dovish bias......

The next morning, the voices of major domestic institutions expecting the central bank to cut interest rates and reserve requirements were more unanimous.

And, as expected.

On Sunday, after the Federal Reserve's interest rate meeting, the central bank finally made measures to cut interest rates and reserve requirements, further releasing market monetary liquidity and continuing to inject a shot of strength into the recovering economy.

With the heavy stimulus of the central bank's interest rate cut and RRR cut.

Everyone's expectations for the bull market can't help but be higher, and there are more and more people shouting that the Shanghai Composite Index is 5,000 points, 6,000 points, and even 10,000 points.

A group of investors who hold a large number of shares on the exchange.

All Sunday, as happy as the New Year, the heart of tomorrow's market opening expectations, is already a state of limit.

And in this kind of situation, which has been bombarded by good news all weekend, and market investment sentiment and investment confidence have been unprecedentedly high.

December 8, Monday, after a two-day hiatus, ushered in the day of trading again.

All morning, the market has not yet opened, and everyone's ideas have gone to the position of the daily limit.

And finally hit 9:15 a.m.

I saw that in the midst of all the attention, under the convergence of the eyes of countless pairs of investors, the two cities showed a trend of opening high in an all-round way, among them, the securities sector that everyone is most concerned about has appeared in front of the majority of investors in the face of almost all securities and stocks. (End of chapter)