"Well, that's right." Liu Ziliang, general manager of the asset management business of the 'Pingyin Asset Management Department', saw that Chen Shen and Wang Jinglun had already understood their own meaning and opinions, and couldn't help but smile and continued, "Investment, the primary investment logic must be clarified, and the vision and vision of investment must be more long-term.

The main capital of the 'Yuhang Department' is, admittedly, an extremely smart main capital in the market.

However, it is impossible for this fund to always maintain the correct thinking in terms of investment strategy and market judgment.

We react to the movement of this major fund and the corresponding investment strategy.

It's okay to keep an eye on it, but you don't have to completely follow the trend.

There is no need to mess up because of the investment trends and investment strategy adjustments of this fund. ”

Hearing Liu Ziliang's warning, Chen Shen, Gao Yixiang and Wang Jinglun all nodded seriously, saying that they would carefully think about and analyze the current market trend and the corresponding main line market trend, and carefully formulate follow-up investment strategies and trading strategies.

In the Pingyin Asset Management Trading Center, several fund managers have made corresponding investment strategies and trading strategy adjustments based on the data of the dragon and tiger list disclosed by the two cities, as well as the balance data of the two financial institutions, and carefully analyzed the current motivation of the core main funds in the market.

Stock investment forums, communities, financial media comment areas, post bars and other places where major retail investor groups gather on the whole network.

Countless retail investors are also discussing the data of the two cities, as well as the balance data of the two cities.

"The balance of market financing has risen by more than 3 billion."

"The financing balance of the two cities is almost about 1.15 trillion yuan, which is really an exaggeration, regardless of the rise and fall of the market, the financing balance is a continuous surge."

"This shows that the investment confidence in the market is actually quite sufficient."

"Indeed, the rise in financing balances shows that the investment confidence in the current market is still in the bull market stage."

"It also shows that everyone believes that this round of adjustment is a benign adjustment in the development stage of the bull market."

"If you want me to say, there must be a benign adjustment."

"Hehe, today I feel that the market is a bit of an adjustment to the end, and the Shanghai Composite Index has returned to more than 3,600 points in the rebound at the end of the session."

"I also feel like I'm getting a little bit of a correction."

"This deep V rebound at the end of the day is quite beautiful."

"Indeed, this deep V rebound is really beautiful, and it feels like the market is a bit of a correction and a restart of the uptrend, and it ...... Do you find that the main line of the market today is a little different from before, and I feel that the investment style and market trend style of the market are also gradually changing. ”

"That's right, I feel that the main capital group of the market is obviously converging in the main line areas of 'big consumption', 'mobile Internet' and 'smart phone industry chain', while 'big finance', 'big infrastructure' and 'military industry' are the core main line areas in the early stage, and the trend is obviously weaker than the market, which should show that the market trend style is switching."

"The three core main lines of 'big finance', 'big infrastructure' and 'military industry' should still be the core sectors that everyone should avoid."

"I also think so, it's always right to follow the direction of the net inflow of main funds."

"However, there should be no problem with the underlying logic of the three core main lines of 'big finance', 'big infrastructure', and 'military industry', right?"

"As long as the logic of the bull market is still there, I think there will be no problem with the investment logic of the main line of 'big finance'."

"What's the use of logic? Don't you have to be driven by funds to make the stock price go up? ”

"That's right."

"Alas, on the list of dragons and tigers in the two cities today, there is still no movement of the main capital group of the 'Yuhang Department' led by Mr. Su, and I don't know what Mr. Su's views on the market are at the current stage?"

"The 'Yuhang Department' funds in charge of Mr. Su did not appear, which should show that Mr. Su is not completely bearish on the market."

"Looking at it now, most of the 'Yuhang Department' funds in charge of Mr. Su were reduced on Monday, and there must be no further reduction in the future."

"Agreed, the 'Yuhang Department' funds in charge of Mr. Su are definitely still in a heavy position at present."

"However, on today's Dragon and Tiger list, although there is no movement of the 'Yuhang Department' capital trading led by Mr. Su, there are still a lot of active well-known tour capital."

"Yes, and the number of stocks on the list has also increased significantly compared with before."

"On the whole, the trading amount of the entire Dragon and Tiger List is still showing a net selling trend, which is a bad signal."

"This is also normal, after all, the disk is fully reversed at the end of the afternoon."

"Relatively speaking, today's data on the Dragon and Tiger List is definitely the best performance of the list data in recent days."

"I don't know if you have found it, among the stocks on the list today, the number of stocks on the list in the three core main areas of 'big finance', 'big infrastructure' and 'military industry' has decreased significantly, and the number of stocks on the list in the three core main areas of 'big consumption', 'mobile Internet' and 'smart phone industry chain' has comprehensively surpassed the number of stocks on the list in the three core main areas of 'big finance', 'big infrastructure', ' The number of individual stocks in the main line of the military industry has become the main force on today's dragon and tiger list, and it has also become the area with the most obvious net inflow trend of today's main capital group. ”

"It's been observed for a long time, so I said that the main line of the market is changing."

"It seems that the subsequent development direction of the market is indeed to converge on the three main areas of 'big consumption', 'mobile Internet' and 'smart phone industry chain'."

"There is always nothing wrong with focusing on the three main lines of 'big consumption', 'mobile Internet' and 'smartphone industry chain'."

"Actually, today's 'film and television media' line is also performing very well."

"Yes, the deep V rebound at the end of the market, the first wave of disk money-making effect, is mainly played by the line of 'film and television media', and I feel that this line is very worthy of follow-up attention."

"There are already a lot of people who pay attention, but I haven't seen 'All-Access Education', 'Huace Film and Television', 'Ciwen Media', 'LeTV', 'Huayi Brothers'...... Are the market discussions and attention of these concept stocks that are strong today's rise rapidly? ”

"I feel that the check of 'universal education' is very worthy of attention."

"The trend of this check is indeed ridiculously strong."

"I feel that the branch line of 'Internet online education' is very likely to become the market trend of the branch line of 'Internet finance' in the future!"

"Not really, right? I can't see the logic of 'Internet online education'! ”

"The underlying logic of the branch line of 'Internet online education' is very simple, right? With the in-depth development of the mobile Internet, the scale of online education in the future is bound to show a 10-fold or even 100-fold growth. ”

"Wouldn't the expected space of the 'all-access education' check also be 10 times or 100 times?"

"At the moment, the funds are indeed hyping towards this expectation."

"If you believe, you will have, if you don't believe, you will not, at this time, participating in this stock is relying on faith to hold shares."

"If the structure of the bull market can continue for a longer time, and the Shanghai Index can hit the high point of the previous round of bull market in the future and reach more than 6,500 points, then it is not impossible to take a 10 times or 100 times space for the check of 'all-access education', at least for the time being, the hype logic of this check has been formed."

"If the main line investment style of the market is switched to the 'mobile Internet' and 'smart phone industry chain', I feel that we have to replicate the development ideas and logic of last year's market market."

"It's good to really copy the hype path of the two main lines of the conceptual theme last year, it's good, the positions I chased last year are still in place, alas...... The previous index has risen so much, it really has nothing to do with me, but I didn't expect that now the market trend has become ink, and my positions have begun to return to a large number of blood. ”

"This is a bull market, whether it rises first or last, it will eventually rise."

"'Sanjiang Shopping' check, no one pays attention to it? I think this check ...... Today's trend is so strong, I feel that I have the potential to become a demon. ”

"The check of 'Sanjiang Shopping' should be the logic of 'Internet e-commerce', right?"

"It's the logic of 'Internet e-commerce'."

"Is there a prospect for this hype branch?"

"How can there be no prospects, look at the valuation of Ahri Baba listed on the U.S. stock market, the future market size of 'Internet e-commerce', with the advent of the mobile Internet era, with the further increase in the number of Internet users, will definitely further expand rapidly."

"'Shanghai Steel Union', 'Straight Flush'...... What about these stocks in the 'Internet Finance' space? It's worth paying attention to, is there any need to intervene, I feel that today's entire 'big finance' main line, especially the 'Internet finance' sector, is a bit bottoming out. ”

"I don't think it's as good as the two checks of 'all-access education' and 'Sanjiang shopping'?"

"The main capital groups in the market, in the market core main line and the hype of the concept of the theme, are not like the old, the core main line of 'big finance', as well as the core main line of 'Internet finance', even if there is no problem in the investment logic and future expectations, but the current outbreak of strength, as well as the concentration of capital attention, is certainly not as good as the new outbreak of the market hot spots."

"It makes sense, then it seems that tomorrow we will still chase the two checks of 'all-access education' and 'Sanjiang shopping', and the probability of making money is greater."

"That's how it is."

"Actually, the line of 'film and television media' is really good."

"That's right, and the line of 'film and television media', the market expectation at the end of the year is also quite strong."

"Well, this year's film market, with the support of national policies, has shown a trend of explosion, the end of the year, and the upcoming Spring Festival, but they are all the window time points for the explosion of the film market, and there will be absolutely nothing wrong with doing the line of 'film and television media' now."

"In fact, after careful analysis, there are still a lot of hot spots in the current market."

"That's right, film and television media, Internet e-commerce, retail, Internet online education, Internet finance, Apple concept...... These conceptual themes are all good, and they all have explosive points. ”

"The line of 'Apple Concept' should also have a wave of outbreaks, right?"

"That's for sure, don't you see that 'Changying Precision' has stepped out of the board situation? And today's check of 'Xinwei Communication' has also played an explosive money-making effect that leads the rise of the plate. ”

"Looking at it this way, there are really a lot of hot spots in the market."

"In fact, as long as the market can stabilize at about 3,500 points, or around 3,600 points, the market's investment sentiment and speculation will pick up again, I feel that the development trend of the market will soon be able to return to the previous rhythm, not to mention the end of this month, at least before the Spring Festival, the Shanghai Index is still expected to hit 4,000 points."

"If the market wants to stabilize in this position, we must first look at the two core main lines of 'big finance' and 'big infrastructure', whether it can be stabilized."

"I feel that the core main line of 'big infrastructure' can't fall anywhere, right?"

"The core main line of 'big infrastructure', the previous 10 months, November did not rise much, and in the past two or three months, its macro expectations continue to improve, from all aspects of the analysis, 'big infrastructure' this core main line, there is indeed not much room for adjustment."

"It's the line of 'big finance', which seems to be a bit troublesome at the moment."

"Indeed, the line of 'big finance', there is no sign of the completion of the adjustment of the chip structure, nor can we see the intention of the main capital group to re-converge and go long."

"Alas, since Mr. Su's 'Yuhang Department's main capital retreated from the main line of 'big finance', there is no hope for the 'big finance' line."

"But even though the chip structure of the 'big finance' line is not very good, the logic of the 'big finance' line is still very tough, and with such a good market this year and such a high market turnover in the two cities, it is obvious that the performance of a number of core stocks in the main line of 'big finance' has skyrocketed."

"Then we have to wait until the performance expectations are implemented, or the performance expectations are realized, and the stock price trend of these stocks will have an essential reversal, right?"

"Delivering on performance expectations? Then we have to wait until January? ”

"So, for the time being, we must avoid the main line of 'big finance'."

"First of all, focus on short-term trading, and at this time, we can't blindly adhere to the logic of long-term positions."

"I don't think there is a need to wait for the performance expectations to be fulfilled, and the trend of the main line of 'big finance' will be reversed, after all, funds will be expected and reacted in advance."

"At least for now, no matter how you look at it, the overall risk of the market is very weak."

With the analysis and discussion of the current market situation by countless retail investor groups on the whole network, as well as the expected judgment of the subsequent market situation.

Other major institutions, major brokerage companies, as well as various financial media, and various online financial Vs.

In this collision of ideas.

Not surprisingly, it is still a positive bullish view, and they all believe that this position is an excellent opportunity to increase and increase positions.

However, in the midst of the major institutions, countless market analysts are actively singing long.

In the evening, the peripheral market once again plummeted, giving the domestic actively bullish institutional and retail investor groups a blow to the head.

It directly led to the next day, Friday, December 12, the pattern trend of the two cities opening lower across the board.

And the Shanghai Composite Index once again, in the low opening trend, fell below 3600 points. (End of chapter)