"It's okay, just be patient." Hearing Zhou Kan's words, Xu Shen said with a smile, "The market is in this position, the longer the time period of adjustment, and the greater the height of the space, the more conducive it is to the continuous turnover of chips within the market, and the more conducive to the concentration of the internal chip structure, so as to bring better explosiveness to the second stage of the bull market." ”

"But ......," Zhou Kan paused, and said, "The line of 'film and television media' feels a little strange, the core main lines of 'big consumption', 'smart phone industry chain', and 'mobile Internet' are the hot main lines of the market, and when they continue to rise against the trend, the line of 'film and television media' will rise."

Nowadays, the main lines of 'big consumption', 'smart phone industry chain' and 'mobile Internet' have begun to adjust.

And the line of 'film and television media' is not followed.

If you don't talk about it, you will not talk about it, but it will still rise with the core main lines of 'big finance', 'big infrastructure', and 'military industry', which have just eased up.

To talk about the core main lines of 'big finance', 'big infrastructure' and 'military industry'.

It has formed an obvious seesaw effect with the core main lines of 'big consumption', 'smart phone industry chain' and 'mobile Internet'.

That's right, too.

But it seems strange to put the line of 'film and television media' in.

Moreover, unconsciously, the line of 'film and television media' has become the strongest conceptual theme among the popular main line concepts in the two cities.

This is incredible, it's outrageous! ”

Xu Xiangwei smiled and said: "There is no problem with the line of 'film and television media', why can't the line of 'film and television media' be the main line of conceptual themes with the strongest trend among the main lines of conceptual themes in the two cities?" Why can't the line of 'film and television media' lead the market in the two markets?

In the market, there is basically a certain reason for the outbreak of any mainline market.

As it stands.

Whether it is 'big finance', 'big infrastructure', 'military industry' these core main lines.

It is also the core main line of 'big consumption', 'mobile Internet', and 'smart phone industry chain'.

In terms of short- and medium-term expectations, as well as the corresponding recent news, who can compare with the expectations of the line of 'film and television media'?

New Year's Day files, plus Spring Festival files, plus visible to the naked eye, the entire movie box office exploded vigorously in the second half of the year.

At the current stage, the expectation of the line of 'film and television media' is the strongest.

Since there is the strongest expectation, is there any problem with the trend, which is significantly stronger than the performance of other major main lines of the market, and significantly stronger than the performance of the index?

I don't think there's the slightest problem.

Moreover, the line of 'film and television media', in the second half of this year, when the five ministries and commissions jointly released the good, was also speculated by the major major funds in the market.

It's just that at that time, due to the full-scale outbreak of the two core main lines of 'big infrastructure' and 'military industry'.

Everyone's eyes are on the two core main lines of 'big infrastructure' and 'military industry'.

As a result, the line of 'film and television media' has not gone out of the obvious trend of continuous skyrocketing, and has been relatively ignored by the main funds.

However, it just so happens to be because of this.

On the core main line of 'film and television media', there are not too many profit-making disks and major funding institutions.

It also makes the line of 'film and television media' much more elastic in the near future than other conceptual themes and core industry lines in the market.

So, there's nothing strange about that.

On the contrary, it is a pattern trend that is very in line with the expected changes in the market trend. ”

"Then according to the situation you said, boss......" Zhou Kan thought for a while and said, "Since the line of 'film and television media' is the main line of the concept theme that is expected to be the strongest among the major core main lines in the market recently, and the current degree of main capital gathering is not high, and there is still a certain space for continuous rise and continuous speculation, then...... Should we appropriately increase our positions and get some chips on the main line of the concept of 'film and television media'? ”

Xu Shen thought for a while and said, "It's not necessary. ”

"Why?" Zhou Kan asked.

Xu Shen responded: "First of all, the adjustment of the market is not over, it is obvious that the Shanghai Composite Index cannot hold 3600 points, and 3500 points will most likely not hold."

Since the index is in the short- and medium-term trend, it is obviously downward.

So why bother to buck the trend and make such uncertain investment opportunities?

Secondly, the line of 'film and television media', although the short- and medium-term expectations are very strong, and there are good expectations for the New Year's Day and Spring Festival, but because the overall plate is too small, it is difficult to rely on the local money-making effect to affect the market trend of the entire market like the core weight main line of 'big finance' and 'big infrastructure'.

That is to say, even though the market trend of the line of 'film and television media' is likely to be much stronger than the overall trend of the market, it can get out of a relatively independent trend.

But when the market is always in a downward channel of continuous adjustment.

It is also difficult to get out of the continuous money-making effect and play a high space.

That is to say, even if there is a high probability that you will not lose much money by investing in such a main line, it is difficult to make much money in the market downward cycle.

Whether it's a short-term investment or a long-term investment.

In terms of buying points, it is always necessary to pay attention to the resonance of emotions and funds.

As far as the line of 'film and television media' is concerned, only the fundamentals are not bad at present, and the other capital and sentiment are not strongly affected by the continuous adjustment of the market as a whole.

In general, compared with other main directions in the market, the line of 'film and television media' is good.

However, considering the overall investment strategy and trading strategy, in the current position, no matter which main line, no matter which strong or weak conceptual theme, there is no value to participate in, and there is no clear buying point. ”

"Understood." Zhou Kan said, "In the downward cycle of the market, even if it is the main line of the upward market, it is difficult to play a high space, and there is no value for participation." ”

"That's right." Xu Shen said, "In trading, we still have to pay attention to the resonance of funds and emotions. ”

As the two spoke, the market trading time continued to move forward.

As the market trading time continues to move forward, the main market pattern of the two cities has become more and more obvious, and the seesaw effect has become clearer and clearer.

I saw that the core main lines such as 'big finance', 'big infrastructure', and 'military industry', which fell for 5 days in a row last week, and were extremely weak, ushered in a rebound across the board at this moment, while the core main lines of 'big consumption', 'mobile Internet', and 'smart phone industry chain' have ushered in continuous disk adjustments.

At 10:01, the securities and Internet finance sectors started to advance simultaneously, and the corresponding sector indices expanded to 2% in the day.

At 10:02, 'CEFC Securities' rose more than 2%.

At 10:03, the three musketeer stocks of the three Internet financial sectors of 'Great Wisdom, Straight Flush, and Oriental Wealth' rebounded across the board.

10:04, 'Building Decoration', 'Building Materials', 'Commercial Real Estate Development', 'Machinery and Equipment', 'Non-public Transportation'...... and other core industry sectors in the main line of "big infrastructure", which rose by more than 1% in the day, and "Huaguo Construction, Huaguo China Construction, Huaguo Communications Construction, Huaguo Railway Construction ......" and other "Huazitou" stocks are also rebounding with the core plates of the main line of "big infrastructure", showing a trend of rising sharply.

At 10:05, the check of 'Yingkou Port' counterattacked, from the state of close to the fall limit in the morning, continued to rebound to the red market, attracting the attention of countless investor groups inside and outside the market, and also made the market heat and attention of the check begin to soar.

At 10:06, 'CEFC Securities' rose by about 2.5% during the day.

At 10:07, the 'national defense and military' industry sector index broke through to 1.75% during the day, and began to lead the industry sectors in the two cities.

At the same time, the check of 'Blue Stone Reloading', which has been plummeting for many days, has been continuously plummeting.

In just a moment, the check of 'Blue Stone Heavy Loading', under the effect of continuous bottom-buying funds and speculative funds, rose from a decline of about 5 points underwater to a decline of less than 1 point, and has always been closely related to the trend of the check of "Blue Stone Heavy Loading" "China Airlines Heavy Machinery", "Aerospace Development", "Hongdu Aviation"...... These popular stocks with the concept of 'military' also rebounded across the board.

At 10:08, the check of 'Yingkou Port' continued to counterattack, with an intraday increase of 2.76%.

At 10:09, 'Eurasian Economic Belt', 'Northeast Revitalization', 'China-Japan-South Korea Free Trade Zone', 'Shanghai Free Trade Zone', 'Reform and Reorganization of Central Enterprises and State-owned Enterprises', 'On the Road of the New Era, Maritime Silk Road'...... These also continued to fall last week, and the main line of the concept theme of the sharp adjustment has rebounded and risen, among which, the main line of the concept of the "Eurasian Economic Belt" has become the concept of the main funds frantically gathering and hype.

At 10:10, the main line of 'big finance' continued to riot.

At 10:11, the stock of "Blue Stone Reloading" turned red, and at the same time, the check of "Sugon", which has a strong correlation with its trend, also followed the trend and turned red, showing a lot of money-making effect.

At 10:12, the three stocks of 'Great Wisdom, Straight Flush, and Oriental Wealth' all rose by more than 2% during the day.

At a time when the core main lines of 'big finance', 'big infrastructure' and 'military industry' are rebounding and counteroffensive, the field of 'film and television media' has also attracted everyone's attention.

Suddenly, the check of 'all-access education' continued to go straight to the limit under the main attack of big funds.

At 10:13, the check of 'all-access education' touched the price limit, continued to show its strong posture, and at the moment of its price limit.

The concept of Internet online education is also once again sought after by funds.

And with the 'Internet online education' is once again sought after by funds.

'Mobile games', 'film and television production', 'celebrity participation' and other corresponding concept theme plates also ushered in a huge amount of main buying funds in an instant, and the corresponding concept theme stocks have risen.

At 10:14, the intraday increase of 'CEFC Securities' reached 2.67%.

At 10:15, the intraday increase of the 'film and television media' sector also reached a 1.5% increase, squeezing into the top five of the industry sector gains list in the two cities.

At 10:16, the 'securities' sector rose 2% during the day.

At 10:17, 'Western Securities', the core stock of the brokerage sector, suddenly rose to a 5% gain.

At 10:18, a number of industry sectors and conceptual theme plates in the three main areas of 'big consumption', 'mobile Internet' and 'smartphone industry chain' fell again.

And at this time, the Shanghai Index, Shenzhen Index, ChiNext Index, and A50 Index.

In terms of trend, a clear seesaw effect has also been formed.

I saw that the gap between the intraday increase of the A50 index and the intraday increase of the 'ChiNext index' has widened to more than 1%.

At 10:19, the intraday increase of the 'national defense and military industry' industry sector broke through to 2.78%, and at the same time, 'Bluestone Heavy Equipment', 'China Airlines Heavy Machinery', and 'Hongdu Airlines'...... and other popular 'military' concept stocks, all of which have achieved a trend of rising red.

At 10:20, 'CEFC Securities' rose more than 3% in the day.

At 10:21, the disk increase of the 'Blue Stone Reload' check broke through to 2%, and the disk amplitude reached 10% in nearly an hour.

At 10:22, the Shanghai Composite Index approached the intraday gain of 1% and returned to 3,600 points.

At 10:23, the check of 'Great Wisdom' suddenly soared by 5%.

At 10:24, 'Flush and Oriental Wealth' rose by more than 3%, but the core constituent stocks of the GEM index, 'LeTV and Netspeed Technology', the two constituent weight stocks, are still in a slightly green state at the moment, and they have not even turned red.

At 10:25, the check of 'Huake Sugon' turned red, and at the same time, the intraday increase of the new stock sector reached 1.23%.

At 10:26, all the industry sectors and conceptual theme sectors included in the four core main areas of "big finance", "big infrastructure", "military industry" and "film and television media" have all achieved a red market rise, and the major industry sectors of "national defense and military industry, securities, building decoration, building materials, and film and television media" are in the leading position of the two cities, and the disk has risen by more than 2%.

At 10:27, the check of 'Western Securities' suddenly hit the price limit.

At 10:28, the 'Western Securities' successfully rose to the limit, and the intraday increase of the securities sector index expanded to about 2.5%, which greatly exceeded the increase of the 'national defense and military' industry sector index.

At 10:29, the check of 'Fushun Special Steel' rose from the deep water and turned red.

At 10:30, the stock of 'Northern Xinjiang Communications Construction', which came out of the continuous plunge pattern in the early stage and crashed at every turn, also began to rebound and turn red.

At the same time, all the core indices of the two cities have all achieved a red rise at this moment.

"The trend of today's opening hour is really like a rainbow."

Noting that the market trend of the two cities has been fully reversed, as well as the main line market trend of "big finance", "big infrastructure" and "military industry" that has rebounded comprehensively, at this moment, inside the Shenzhen market, Xinniu Fund Company, in the main fund trading room, fund manager Mu Zhengxing stared at the two markets, and couldn't help but sigh: "Look at it like this...... After the Shanghai Composite Index broke through 3600 points several times, it has been retracted, and most likely there will be a strong support here, and it may form the bottom of the shock range! (End of chapter)