"Well, I'll go...... Did the Shanghai Composite Index fall below 3,600 points so quickly? ”

Seeing the closing situation of the two cities, a group of retail investors gathered in the major stock investment exchange forums, communities, post bars and other places on the whole network showed a stunned look on their faces, and at the same time, the market expectations for the future market were also shaken.

Even, many retail investors who previously adhered to the bull market logic and felt that the Shanghai Composite Index could rush to 4,000 points at the end of the year.

At this moment, it was obvious that some of the emotions were beginning to collapse.

"If you go down in this form, I feel that the Shanghai Composite Index is at 3500 points, and I can't hold it!"

"It really fell so fast, it was unexpected."

"What about a bull market? Why did it suddenly become a bear market again? This is also reversed too quickly, and it is reversed under the favorable conditions of the central bank's interest rate cuts and RRR cuts. ”

"It's really too fast, a drop of 200 points in three days, what a ...... I was cut as soon as I entered the market. ”

"The main force is really ruthless."

"The main reason is that the main lines of 'big finance', 'big infrastructure' and 'military industry' have completely collapsed, and the main lines of other markets have not been able to form a rotation on the main line, resulting in the major indices in the market, especially the Shanghai Index, losing support in an instant and becoming a trend of flying down 3,000 feet."

"Alas, it was so uncomfortable to fall, and I was chasing after it with a lot of positions the day before yesterday, and I feel ...... Do you want to cut the meat now? ”

"It's all below 3600 points, what kind of meat are you cutting? Rest assured, even if the Shanghai Composite Index cannot hold up at 3,500 points, there is still no problem with the pattern of the market bull market. ”

"At present, there is indeed no problem with the bull market pattern of the market, but if it continues to fall and repeatedly falls below the support level...... That's hard to say. ”

"Probably not, right?" The investment logic of the core main lines of 'big finance', 'big infrastructure' and 'military industry' is still there, and the weighted stocks in the core sectors of brokers, banks, insurance, and Internet finance, as well as popular concept stocks, such as 'CEFC Securities, Huashang Securities, Huatong Securities, ...... these head brokers, as well as 'Flush, Great Wisdom, Oriental Fortune's trading platform stocks, this year's performance skyrocketed, it should be a sure thing, the stock price is down, or has a certain degree of strong support, but I don't know where the support level that can form a consistent expected situation will be? ”

"I don't say that there is a problem with the core investment logic of these main lines, but these main lines, to be honest, after the continuous hype in the front, the valuation is not necessarily advantageous compared with the weighted stocks and popular stocks in other major main line areas of the whole market, and everyone is guessing at present, before the expectation of performance explosion is not landed, no one knows whether it is true or false, what if the logic is falsified?"

"Is it fake that the market has such a high turnover every day? Is the skyrocketing balance of the two financial institutions also fake? In terms of the current market situation, tell me, how can the performance of brokerage-related stocks not skyrocket? What's more, last year's dismal market, the performance base of major brokerage stocks, was so low last year. ”

"That's right, and the Shanghai Index has risen from 2,000 points at the beginning of the year to nearly 3,600 points now, even if the asset management level is very general fund manager operation, this year's major institutions in the asset management industry, the performance will not be bad, and banking, insurance, securities in the three major weight industries, is not the core of the asset management industry? Generally...... I think the investment logic of 'big finance' is indeed very stable, and at present...... I think that this big main line, in recent days, has been adjusted so drastically, mainly because it has risen too much in front of it, and it has been chased and hyped too much, coupled with the large-scale reduction of positions in the core main institutions of the market, the 'Yuhang system', the real problem in investment logic is actually very small. ”

"Agree, there is no doubt that after the line of 'big finance' is adjusted in place and a large number of floating chips are cleaned up, this main line will definitely have a better market outlook."

"What about the two main lines of 'big infrastructure' and 'military industry'?"

"The 'big infrastructure' should be okay? I feel that the macroeconomic strategic planning vision of "the road of the new era, the Maritime Silk Road" is still very worth looking forward to, and the country is really vigorously promoting the construction of this policy direction...... But it's a vast world! ”

"Yes, as long as the global economy is still under the framework of multilateral economy and trade, then I think there are still many places outside that need our infrastructure, and the domestic demand is limited, so go out...... It is still the real blue sea and blue sky, which is the vast world of real infinite imagination. ”

"As for the investment logic of the main line of 'military industry', it is even simpler."

"That's right, defense spending is increasing year by year, it should already be a basically certain thing, the military industry is strong, the economy is strong, and the basic logic of this line is also no problem."

"In this way, the current comprehensive decline in these core main lines is simply influenced by market sentiment."

"I was emotionally hit to get to where I got to this."

"Wait for the emotional digestion to be completed, I feel that the Shanghai Composite Index is stable at 3500 points, and there is still a chance."

"Alas, let's hope, it's been a 10% loss in the last three days, it's been a long time since the drawdown has been so serious, it's just ...... At the moment, there are still some positions that are profitable. ”

"In fact, I think the problem is not in the core main lines of 'big finance', 'big infrastructure' and 'military industry', but in the main lines of 'big consumption', 'mobile Internet' and 'smart phone industry chain', which are relatively fully adjusted, and are completely unable to undertake the market from the 'big finance', 'big infrastructure', 'military industry' and other popular main line areas of the capital group, so as to form the main line of the 'high and low switch'."

"The main lines are 'big consumption', 'mobile Internet', and 'smart phone industry chain', and there are some problems in the logic of expectations, right?"

"Agree, compared with the core main lines of 'big finance', 'big infrastructure' and 'military industry', the core main lines of 'big consumption', 'mobile Internet' and 'smart phone industry chain' are really not enough to see in terms of expected logic, alas...... Looking at it this way, in fact, these core main lines cannot undertake the funds from the main lines of 'big finance', 'big infrastructure', and 'military industry', and form a rotation switch of the main line market, which is normal. ”

"Isn't it, it's mainly a matter of anticipatory logic."

"In general, on the macro capital side, as well as the policy side, it should still be a comprehensive bullish direction, right?"

"That's for sure, if there is no bull market, how can IPOs go ahead? And how to implement the registration system in the future? ”

"That is to say, there is no problem with the underlying logic of the bull market, and it is currently to see where the market adjustment is, and after the completion of this wave of market adjustment, the market will likely continue to rise."

"Do you think that the market is plummeting today, and the main capital of the 'Yuhang Department' led by Mr. Su is still continuing to sell chips on a large scale?"

"This is maybe, but yesterday Mr. Su was in charge of the 'Yuhang Department' and didn't throw it, so there shouldn't be any today, right?"

"It's also strange, except for the day before yesterday, the 'Yuhang Department' in charge of Mr. Su has not appeared on the Dragon and Tiger list recently, I always think that Mr. Su should still be optimistic about the follow-up of the market, right?"

"Just that time, I feel that the main force of the 'Yuhang Department' in charge of Mr. Su should not be able to run out, right?"

"I feel the same way......"

"So, to sum up, there is a high probability that Mr. Su is not clearly bearish on the market, nor is he really reducing his position?"

"Could it be that you want to wash the plate and get chips?"

"It's also possible, after all, the main lines of 'big finance', 'big infrastructure', and 'military industry' were continuously shorted, and there was indeed not much volume, and it was difficult for big money to buy, and now it is ...... I bought it casually. ”

"Mr. Su's 'Yuhang Department's position chips in the core main lines of 'big finance', 'big infrastructure', and 'military industry' are preliminarily estimated to be 200 billion yuan, how can it be to wash the plate and get chips? I think...... Or reduce positions and take profits. ”

"Alas, it's a pity that the 'Yuhang Department' doesn't announce its net worth."

"That's right, otherwise, through the net value performance in recent days, you can know the overall position performance of the 'Yuhang Department' led by Mr. Su and the attitude towards the market trend."

"If you want me to say, the current market continues to fall, and it is not to blame Mr. Su."

"Yes, it's the other major groups in the arena that are too weak in terms of operation."

"This is called the gap, before the market continued to fall, Mr. Su's 'Yuhang system' can always find the key point of the market, violently pull the plate, and play a wave of core main line out, thereby driving the market's investment sentiment to reverse, and now ...... For several days, the main institutions in the field only know how to follow the trend and sell, and they can't bring any core main line at all. ”

"Bring it, isn't it the line of 'big consumption'? It's just that everyone doesn't follow. ”

"There is not enough logical expectations, so how can everyone follow?"

"The line of 'big consumption' is problematic, and it is not as good as the two main lines of 'mobile Internet' and 'smart phone industry chain'?"

"Actually, I think the line of 'mobile Internet' should still have a chance to come out, right? After all, it has been a long time since the adjustment, and the current 'mobile Internet' is booming, and the era of the Internet of Everything is really coming, of course...... The line of 'smart phone industry chain' that is coordinated with it is actually not bad. ”

"The core logic of the two main lines of 'mobile Internet' and 'smart phone industry chain' is good, but unfortunately the good Internet companies are not listed on the A-share market, and there are few affiliated companies listed on the A-share market, and because the 'Internet finance' sector is following the line of 'big finance', at this stage, it will also obviously form a certain degree of drag on the main line of the 'mobile Internet'."

"Makes sense, alas......"

"I feel that after the main lines of 'big finance', 'big infrastructure' and 'military industry' go out, the market really has nothing to do."

"Isn't it?"

"The Dragon and Tiger List is about to be refreshed, let's take a look at the data of today's Dragon and Tiger List in the two cities."

In the extremely fierce discussion on the whole network, it is also in the process of changing the investment sentiment inside and outside the market from being dominated by bulls to being dominated by bears.

At 5:30 p.m., the dragon and tiger lists of the two cities were refreshed, and the data of the two cities were announced.

I see the data disclosed according to the market.

In terms of the two financial data, the financing balance is still not declining in the continuous market downward trend, but is still increasing, and the financing has increased sharply by about 6 billion in a single day.

As for the data of the dragon and tiger list of the two cities.

I saw that a total of 54 stocks were listed on the Dragon and Tiger list today.

And in the disclosed list of dragons and tigers, the main selling force is still the institutional seats gathered in the early hot main line areas such as 'big finance', 'big infrastructure', and 'military industry', as well as the floating capital groups that previously concentrated on speculation on popular stocks such as 'Blue Stone Heavy Equipment, Huake Sugon, Shanghai Ganglian, Great Wisdom, Flush, Shanghai Construction Engineering, Yingkou Port, and Shanghai Sanmao ......'.

As for the 'Yuhang Department' main capital related transaction seats that everyone is extremely concerned about.

Neither the 'Fortune Road' nor the institutional seats associated with the 'Fortune Road' appeared in the trading seats of any stocks in the two cities today.

That is to say, in addition to the central bank's interest rate cut and RRR cut the day before yesterday.

That was a massive selling.

The capital of the 'Yuhang Department', as if it had suddenly disappeared, became invisible again, so that everyone inside and outside the market did not know the movement and motive of this main fund.

"The trading seat associated with the main capital of the 'Yuhang Department' still does not appear on the list of dragons and tigers in the two cities today." After the disclosure of the data of the dragon and tiger lists of the two cities, within the magic capital, Zexi Investment Company, and in the main fund trading room, Zhou Kan stared at the data disclosed on the dragon and tiger lists of the two cities, although he had expected it before, he was still slightly taken aback, turned his eyes to Xu Shen next to him, and said, "Boss, it seems that ...... As you guessed before, the 'Yu Hang Department' has a high probability of reducing positions in advance, and the hand the day before yesterday is most likely the last tail position operation of this main fund, alas...... This capital is also a real bull, stepping on the key nodes of market changes everywhere. ”

Hearing Zhou Kan's words, Xu Shen, who was also staring at the data of the dragon and tiger lists of the two cities, nodded slightly, and said: "At present, it should be able to confirm my previous guess, this capital is indeed bullish, and it predicted in advance that the market is now falling and pullback, and in the fermentation stage of the central bank's interest rate cut and RRR cut, it began to silently reduce positions on a large scale and take profit." ”

"I'm really curious, when did this capital start the exit plan of reducing positions and taking profits." Zhou Kan said, "When the Shanghai Composite Index broke through 3,500 points before, it was still 3,600 points? And this fund was able to silently avoid the disclosure of the seats on the Dragon and Tiger List in the previous stage of reducing positions and taking profits, which is really amazing, and I don't know how this fund was done? (End of chapter)