And in the general upward trend.

The main capital groups of the market, as well as the active short-term capital groups of all parties, have increasingly begun to converge on several core main areas such as 'big consumption', 'mobile Internet', and 'smartphone industry chain', as well as the 'film and television media' sector that has shown a clear and strong money-making effect.

Among them, especially in the field of 'film and television media'.

Under the situation that its money-making effect is becoming more and more intense, the rise of its sector index is under the follow-up of a number of main funds, and it continues to fluctuate upward.

And, on the main line of 'film and television media'.

In the morning, it showed a strong form of "Internet online education", "mobile games", "film and television production", these major concept theme plates, at this moment is even more soaring, the disk plate rises, climb higher and higher, and like "all-access education, Huayi Brothers, Hua Qingbao, Huace Film and Television, Ciwen Media ......" and other core related concept stocks, at this moment, it is under the concentrated follow-up of many main funds.

It is also under the radical undertaking of many active short-term capital groups and various travel funds.

Set off a pattern of rising and falling tides.

Even, after 11 o'clock in the morning, the 'film and television media' industry sector has skyrocketed all the way to a 4% increase.

Of course, in the 'film and television media' continues to skyrocket.

Due to the continuous recovery of market sentiment in the two markets, as well as the rebound of short-term speculation, there is also an increase in the investment risk appetite of many investor groups.

'Big consumption', 'smart phone industry chain', and 'mobile Internet' are the core main lines.

and the popular main lines in the early stage, such as the three core main lines of 'big finance', 'big infrastructure', and 'military industry'.

At this moment, they have also ushered in a more or less rebound trend.

And, when 11:30 p.m. came, the two cities ushered in the moment of noon closing, the Shanghai Composite Index stood at 3620 points in one go, and the intraday increase on the disk also exceeded 1%, as for the small and medium-sized board index, Shenzhen index, and the intraday increase of the gem index, it broke through to more than 1.5%.

Among them, the GEM refers to the comprehensive drive of the main line of 'film and television media'.

It has reached a 2% increase.

After the noon close of the two markets, investor groups inside and outside the market, especially the majority of retail investors, saw such market performance and market trends.

In his heart, the bull market expectation that had been hit hard rose again.

Countless investors, at this moment, have become positive and optimistic, and in the face of the account that undertook the disk quilt in the early stage, everyone also began to raise money to make up for the position, believing that in the bull market, all the pullbacks are good opportunities to buy this market truth.

And inside and outside the market, investors' long-term sentiment has picked up across the board.

Bull market expectations and bull market confidence are on the rise again.

Gathered in the major stock investment discussion forums, communities, post bars, financial media comment areas on the whole network, as well as gathered in the stock discussion area of the trading platform, as well as countless investor groups in the internal groups of major retail investors, in the face of the market trend, especially in the face of the two large-cap weighted stocks, and the trend of small and medium-sized concept growth stocks began to diverge significantly, as well as the obvious investment bias of the main capital groups, the discussion is unprecedentedly intense.

"Looking at the trend of the morning market, it is obvious that the core main lines of 'film and television media', 'big consumption', 'mobile Internet', and 'smart phone industry chain' have begun to fully replace the previous 'big finance', 'big infrastructure', and 'military industry', and the perfect switch in the main line of the market."

"Alas, it's a bit like a sign of a switch in the main line of the market."

"There is no doubt that it is the main line of the market that has switched styles, and the core main lines of 'big finance', 'big infrastructure' and 'military industry' are obviously in the past."

"At this stage, it is always right to stay away from the core main lines of 'big finance', 'big infrastructure' and 'military industry'."

"However, didn't the previous line of 'film and television media' follow the three main lines of 'big finance', 'big infrastructure', and 'military industry'? Why is the line of 'film and television media' starting to follow the core main lines of 'big consumption', 'smart phone industry chain', and 'mobile Internet' today? ”

"It's not just as simple as following along, looking at the market trend this morning, it is obvious that the market trend of the line of 'film and television media' is stronger than the core main lines of 'big consumption', 'smart phone industry chain' and 'mobile Internet', which is surprising."

"Yes, I feel that the line of 'film and television media' has become the strongest main line in the market."

"The line of 'film and television media' can go so strong, is it the expectation of the hyped 'New Year's Day file' and 'Spring Festival file'?"

"Can the 'New Year's Day file' and the 'Spring Festival file' support the market of the 'film and television media' line? Why don't I think it's credible? It's more than that, right? ”

"It's definitely not so simple, I think the reason why the line of 'film and television media' can go so strong is a big change in its fundamentals."

"The big shift in fundamentals? Has it changed? ”

"How can there be no conversion? Looking at the box office trend of the entire domestic film market in the second half of the year, as well as the number of new recorded films and television projects in the last half year, the entire industry is in the form of a big explosion, isn't this a big change in fundamentals? ”

"Did it break out? It doesn't feel obvious, and there is a huge gap with foreign countries. ”

"That's not comparable to foreign countries."

"There is no need to compare with foreign countries, compare with before, compare with yourself, as long as the scale of the industry is growing rapidly, then there is the expectation of speculation, and there is the logic and investment value of long-term investment."

"However, although the 'film and television media' sector has risen sharply, in fact, in the sector field, it is not the stocks in the direction of 'film and television media' that are really leading the rise, right? Are the two conceptual themes of mobile games and Internet online education considered to be in the direction of 'film and television media'? ”

"That's definitely not counted, 'Internet online education' and 'mobile games' should be regarded as the market on the main line of 'mobile Internet'."

"No matter which main line of the market, now we only need to understand one thing, that is, the weight stocks have lost ground again, and the small and medium-sized board, the concept of growth stocks on the GEM, and small-cap growth stocks have ushered in the main rising market, and have ushered in the attention of the main capital groups in the whole market."

"With the main lines of 'film and television media', 'smart phone industry chain', and 'mobile Internet' as the main lines for speculation, you say that the market trend, will it repeat last year's trend pattern? Will the trend of the entire market turn from the previous direction of the main board back to the direction of the small and medium-sized board and the gem? ”

"I think it's entirely possible."

"Last year, the Shanghai Composite Index didn't move much, but the ChiNext Index and the Small and Medium-sized Board Index doubled, it's hard to believe...... Now repeat this market trend again. ”

"The GEM index and the small and medium-sized board index have been adjusted for almost a year, and the market should turn in these two directions, right?"

"'Big Finance', 'Big Infrastructure', 'Military Industry' The three core main lines of the market can't get up, and the main line of the market will definitely turn to the small and medium-sized board and the gem with lighter pressure on the disk, which is a natural thing, I don't think it's strange, and there is no need to doubt it."

"The core main lines of 'big finance', 'big infrastructure', and 'military industry' have no chance at all?"

"At least for now, there's no chance in sight, right?"

"In fact, if there is no problem with the bull market logic of the market, it will definitely be possible to continue to do it when the 'big finance' adjusts."

"When will that be?"

"I think that when the main line of 'big finance', especially in the securities sector and the Internet finance sector, the performance forecast of the relevant core constituent stocks will be almost there."

"Then it will take at least a little more than a month to adjust."

"That's right, so during this time period, you can follow the idea of 'high and low switching'."

"I feel that the logic of the strengthening of the core main lines of 'film and television media', 'big consumption', 'smartphone industry chain' and 'mobile Internet' is not 'high and low switching', right? If we say 'high and low switching', then the current coal, nonferrous metals, petrochemical and other industry sectors are the real so-called low. ”

"Don't mention those garbage plates."

"Anyway, I think it's the right thing to do if it's strong."

"At present, the line of 'film and television media' is the most appropriate, of course, on the money-making effect shown on the plate, as well as the follow-up of the main funds, 'domestic software', 'Apple concept', 'smart city', 'mobile games'...... These conceptual theme sections are all good. ”

"Don't talk about the macro direction, let's talk about individual stocks, right?"

"In the main field of 'Internet online education', a concept that has just exploded, what do you think of the stock of 'all-access education'?"

"How can you look at it, there is no doubt that the leader of the concept of 'Internet online education' is the leader."

"That's right, it's the absolute leader in the direction of 'Internet online education', and the plate is very small, which is suitable for the main capital group to control the market."

"The plate is not small, but too small."

"When the stock price of this stock rises, two or three times, the circulation will naturally become larger."

"Hehe, two or three times higher, is it so easy?"

"I don't know about other stocks, but I am confident that the fundamentals of the 'film and television media' industry are changing rapidly, and I now think that the industry of 'online education' is changing rapidly after taking the express train of 'mobile Internet'."

"Does rapid change mean getting better or worse?"

"Of course, it has become better, the scale of the entire 'online education' is almost explosive growth, and with the further popularization of the Internet in the future, this industry will definitely have broad prospects."

"I believe that."

"It's no wonder that the check of 'all-access education' has been so strong recently."

"Actually, this check, some time ago, went very strong, now look at it...... The check has almost doubled from the bottom. ”

"That's true, but it's a pity that I didn't pay attention to it before."

"If the expectation is three or four times the upside, it is also appropriate to intervene now."

"Today's limit is up, and I can't buy it at all."

"Who told you to buy it today, can't you buy it tomorrow? I think as long as there is no problem with the logic, then the stock price is a little higher or lower, in fact, there is not much of a problem. ”

"When a master buys stocks, he depends on the logic."

"What about the check 'Hua Qingbao'? Guys are optimistic? I feel that now the 'mobile game' is going to go through the second wave, this check, but last year's old demon stocks. ”

"The certainty of 'Hua Qingbao', I think it's not as good as 'Huayi Brothers' and 'LeTV'."

"It's okay to say 'LETV' this check."

"Mr. Jia is still trustworthy."

"If you are optimistic about the future of 'film and television', it is always right to buy the check of 'Huayi Brothers', after all, this company has signed a lot of first-line stars."

"If you are optimistic about the TV drama market, it is right to buy 'Huace Film and Television'."

"Didn't anyone say the 'Sanjiang Shopping' check?"

"Is there any fundamental aspect to this check? I am not optimistic about the hype of the main line of the concept of "Internet e-commerce", after all, the main line of this concept theme, before the listing of the previous "Ahri Baba", it has been speculated for several rounds, and the market has a characteristic, that is, the old is not as good as the new, the old concept, if you fry cold rice, it is still difficult to play any space height. ”

"What about Inspur Information and Internet Speed Technology?"

"The growth of Netspeed Technology is good, but the market value and plate are too big."

"Actually, the most stable, I think the concept of 'Apple concept' is the most stable, you see the 'Changying Precision' check, in the recent market adjustment of this period of time, has risen by almost 35%, it's just bullish."

"The 'Apple Concept' line is too dependent on Apple."

"It's easy to judge by relying on Apple, is Apple's mobile phone not selling well?"

"This year's Apple mobile phone is not good, but next year's expectations are very high, if you start from the logic of speculating in stocks is speculating expectations, the line of 'Apple concept' can also be worth the layout."

"Hehe, I think so too."

"Alas, there are too many hot spots in the market, and I can't see it at all, so I will be a nail in the field of 'Apple concept'."

"That's right, when you are a nail household, it is right to wait for the hot spot to find the door, chasing the hot spot, you can't catch up at all, even if you catch up for a while, maybe you buy it, and suddenly stand on the high post."

"In any case, in the short term, anyway, in the short term, just avoid the 'big finance', 'big infrastructure', and 'military industry', which have serious money-losing effects."

"If today's hot sectors can lead the Shanghai Composite Index to continue to break through 3,700 points, or even return to 3,800 points, I believe that the main line of the market has been switched, otherwise, I think ...... The core main lines of the market with the best future expectations, the most explosive industry, and the most investment potential are the three core main lines of 'big finance', 'big infrastructure' and 'military industry'. ”

"Well, look at it again......"

With the continuous discussion of the market trend of countless investor groups on the whole network.

In the midst of such heated discussions.

The one-and-a-half-hour break at noon can be described as fleeting.

Unconsciously, when everyone came back to their senses, the two cities had entered 1 o'clock in the afternoon, and the short-term stagnant disk began to change violently again. (End of chapter)