Finally, when 11:30 p.m. arrived.

The Shanghai Index, the Shenzhen Index, and the ChiNext Index have all fallen a lot, while the core main lines such as 'big finance', 'big infrastructure', and 'military industry', as well as the corresponding industry sectors, concept plates, and many of their popular stocks and weighted stocks, have also fallen sharply near noon, and there has been a relatively concentrated selling dump.

However, the concept of 'film and television media' continues to be independent of the core main lines of the two cities and continues to show a strong upward trend.

The core main lines of 'big consumption', 'mobile Internet' and 'smart phone industry chain'.

There are also relatively low-level 'non-ferrous cycles', 'petrochemicals', 'coal' and other weak mainline plates.

In the near midday stage, it ushered in some active buying, and the performance was relatively stronger than the main lines of 'big finance', 'big infrastructure' and 'military industry'.

Faced with such a closing situation in the two markets at noon.

A group of investors inside and outside the market are somewhat disappointed.

"What? Why do you feel that the market is changing so quickly? I finally chased a lot of securities, but I didn't expect to lose money again at noon. ”

Countless investors are in heated discussions.

Among the investor groups gathered in the discussion area of the trading platform, some people sighed helplessly.

"Could it be that the rebound of the main lines of 'big finance', 'big infrastructure' and 'military industry' is over? Shouldn't it? Didn't survive half a day? ”

"The speed of this rotation is almost like an electric fan."

"Alas, I feel like 3600 points, and I still can't stand on my feet."

"'Big Finance' will be a trend of people today, right? Look at this pattern......"

"Obviously, it is the trend of people, at least for now, the main lines of 'big finance', 'big infrastructure', and 'military industry' are still not in the end."

", it's poisonous, copy the bottom, and be buried again."

"Every day is not rushing up and falling, or opening low and going low, the recent market trend, is really problematic, doesn't it mean that this is a bull market? Is this a bit of a bull market? ”

"3600 points are not stable, and the pattern of the bull market is really doubtful."

"Major institutions also say that it will be 4,000 points at the end of the year, and now look at it...... It's impossible, just stay in the range of 3,500 to 3,600 points, which I think is good. ”

"Can you believe the words of the agency?"

"It's strange to be trustworthy, institutions, machine dogs, their words are against the market trend."

"If you believe in the institution, you will lose half."

"Alas, I entered the market last week, and I already lost 20%, and it was because the institution sang a lot that I came in, but I didn't expect it...... Come in and take the plate. ”

"It's numb, this trend is ...... I feel that the market will continue to fall in the afternoon! ”

"What's the matter, I've chased the highest point of the plate."

"The core main lines of 'big finance', 'big infrastructure', and 'military industry' are hopeless, but the line of 'film and television media' is indeed very strong!"

"Indeed, it looks like the only bright spot in the two cities."

"In particular, the concept of 'Internet online education' is really ridiculously strong, and the stock of 'all-access education' has been listed three times."

"I feel that the check of 'all-access education' has become the leader of the concept of the two cities."

"The three-board Dinglong should already be the concept leader of the two cities, right?"

"We have to take another look, but at this time, the risk of chasing the check of 'all-access education' is definitely much lower than the risk of chasing the two checks of 'Bluestone Reloading' and 'Huake Sugon'."

"The gas faucet is not as good as a dog, the two checks of 'Blue Stone Heavy Loading' and 'Huake Sugon' are really weak now, alas...... I don't know if there is any hope for these two checks, and I bought a lot of 'bluestone reloading' chips in the morning, although I still maintain a profit, but I don't know if I can come out safely tomorrow. ”

"It's hard to say, the check of 'Blue Stone Reloading', when it is close to midday, the disk will fall back quite quickly."

"It's mainly influenced by the main line of 'national defense and military industry', right?"

"Speaking of the core main lines of 'big finance', 'big infrastructure' and 'military industry', has the underlying investment logic changed? Is there really no hope of a reversal in the future? ”

"I don't know, at least for now, there is a lot of selling pressure."

"Alas, in fact, in the final analysis, it is still these main lines, the front has risen too much, and the accumulated on-site profit is too much, and for a while, there is no way to quickly clear the vitality chips, and the profit plate cannot be cleared quickly, so there will naturally be great hesitation in the follow-up to undertake the intervention of the funds."

"Yes, it's gone up too much, and that's the root cause."

"Why do I think it is affected by the large sale of the main institution of the 'Yuhang Department' led by Mr. Su?"

"The entire two core main lines of 'big finance' and 'big infrastructure', trillions or even trillions of market capitalization, Mr. Su doesn't have so much energy, right?"

"Mr. Su was able to detonate the core main lines of 'big finance', 'big infrastructure', and 'military industry' to continue to plummet, because these core main lines had already reached the position of adjustment, not because the 'Yuhang system' led by Mr. Su was sold, and these core main lines fell."

"Yes, the sale of the 'Yuhang Department' in charge of Mr. Su is just an inducement."

"Recently, Mr. Su's 'Yuhang Department' funds have been completely invisible on the Dragon and Tiger list, and I don't know what's going on?"

"What else can I do, it must have been completed to reduce the position."

"It's definitely a big reduction, but it's strange that I didn't buy it again."

"This shows that the main funds of the 'Yuhang Department' in charge of Mr. Su are currently ...... I'm still bearish on the stock market. ”

"Agreed, I feel that the 'Yuhang Department' helmed by Mr. Su must still continue to be bearish on the stock market, alas...... So many institutions in the industry feel far less powerful than Mr. Su in terms of market cognition and market trend judgment. ”

"That's for sure, otherwise how could there be so many institutions being harvested by Mr. Su."

"If the core main lines of 'big finance', 'big infrastructure' and 'military industry' still can't support the market at this stage...... So, does it mean that in the follow-up market trend, its core hot spots and main line markets will return to the main line areas such as 'big consumption', 'mobile Internet', and 'smart phone industry chain'? ”

"Probably that's the case, right? I feel that the core main lines of 'big finance', 'big infrastructure' and 'military industry', and the core main lines of 'big consumption', 'mobile Internet' and 'smart phone industry chain' have formed a seesaw effect. ”

"However, I still think that the line of 'film and television media' is stronger."

"Yes, at this time, I would rather be a 'film and television media' line, and I can't chase the two main lines of 'big finance' and 'big infrastructure'."

"Such a strong volume performance in early trading, but I didn't expect it to form a sustained rebound trend."

"This market trend shows that the support of the Shanghai Composite Index at 3600 points is not enough."

"The main reason is that there is no resonance between market sentiment and funds."

"The two core main lines of 'big finance' and 'big infrastructure' feel that they can no longer focus on triggering market sentiment and guiding the market to continue to break through."

"The main reason is that the chip structure of the two core main lines of 'big finance' and 'big infrastructure' is loose, right?"

"Yes, I also think that the profit of the two core main lines of 'big finance' and 'big infrastructure' is too heavy, and there is no possibility of returning to the upward trend at present."

"However, I think there is still no problem with the underlying investment logic of the two core main lines of 'big finance' and 'big infrastructure', right?"

"I don't think there's anything wrong with that."

"If this is a bull market, then the securities sector will definitely go up."

"But is this still a bull market?"

"If the Shanghai Composite Index can stabilize around 3,500 points, it is a bull market, if it can't be stabilized, then the logic of the bull market, I'm afraid it will be loosened."

"That is to say, if the Shanghai Composite Index cannot stabilize at 3,500 points, then the securities sector, oh, no...... Will the entire 'big finance' main line sector continue to fall? ”

"Quite possibly."

"Now the whole main line of 'big finance' kills expectations, and it is possible to kill logic later."

"It's okay to kill expectations, but if you're afraid, you're afraid of killing logic, after all, if you kill expectations, you can still have a bottom, if you kill logic...... I really can't see where the bottom will be. ”

"All in all, it's always right to avoid the 'big finance' sector at this time."

"Yes, even if there is no problem with the logic of the bull market, then there is no problem in waiting for a month or two until the logic of the 'securities' sector is clearer and the performance is clearer."

"Last year's market trend was that the Shanghai Composite Index did not move, but the GEM index almost doubled, and this year's market is that the GEM index almost did not move, but the Shanghai Composite Index almost doubled, if you look at it this way...... I feel that the core of the market behind it will most likely be in the field of small and medium-cap growth stocks dominated by the 'GEM index'. ”

"Yes, for now, it is definitely the probability of small and mid-cap growth stocks that are more likely to be in the game."

"No matter how the market changes next, there is a high probability that small and medium-cap growth stocks will be stronger than weighted stocks, after all, there are many fewer disk profits in small and medium-cap growth stocks!"

"It's not just a matter of profit-taking, but also the adjustment cycle, and the chip structure is much better than the weighted stocks."

"That's true."

"In short, in the case of uncertainty, it is always right to avoid the main line of 'big finance'."

"However, today's 'Great Wisdom, Flush, and Oriental Wealth', the three core stocks of the 'Internet Finance' sector, are not weak, and I feel that there is a possibility of a continuous rebound."

"I feel that the trend of the 'Internet finance' sector is still a little different from the trend of the 'securities' sector."

"It's the same, the logic of the previous 'Internet finance' sector strengthening, or the expectation of the bull market, now the bull market is expected to weaken, and the underlying logic of the bull market has also begun to loosen, the expectation of the 'Internet finance' sector, as well as the fundamental situation, will definitely still change, resulting in a reversal of the trend."

"At present, the relatively safe sector is definitely still 'film and television media'."

"In the field of 'film and television media', it is expected that it is indeed the strongest at present, that is...... I feel that the valuation is not cheap, and I still can't get started. ”

"Can growth stocks be valued at the same level as weighted stocks?"

"Guys, how about the check from 'LeTV'?"

"If the line of 'film and television media' is going to be continuously hyped by the main funds, then I think the check of 'LETV' must be unavoidable by funds."

"'LeTV' is a good check, I believe Mr. Jia."

"The two checks of 'Guangguang Media and Huace Film and Television' should be very strong."

"Anyway, if you want to buy tickets at this time, it must be better for the line of 'film and television media'."

With the heated discussion of a group of retail investors gathered on the trading platform, as well as the fierce discussion of the investor group of the whole network.

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

Unconsciously, 1 o'clock in the afternoon came, and after the suspension of trading for an hour and a half, the two markets also ushered in the trading session of continuous auction again after the continuous midday mood brewed.

As soon as the market reopened, trading began.

The Shanghai Composite Index, the Shenzhen Index, and the ChiNext Index continued to fall rapidly under the influence of the sentiment at noon.

And the related industry sectors and concept plates in the core main line areas of 'big finance', 'big infrastructure' and 'military industry', as well as a number of popular stocks and weighted stocks that showed a strong rebound in the morning, have all encountered concentrated selling forces again at this moment.

At 1:01, in just one minute, the Shanghai Composite Index re-shrank to less than 1% in the day.

At 1:02, the two major industry sectors of securities and national defense and military industry have shrunk to within 1.5% in the day, and at the same time, the weighted stocks in the securities sector such as 'CEFC Securities, Huatai Securities, and Huatong ......Securities' have changed from the previous net inflow situation to a net outflow trend.

And at the same time.

The 'film and television media' industry sector index, which has attracted much attention from the market, has risen sharply, instantly squeezing into the top position of a number of industry sectors in the two cities, and the intraday increase of its industry sector index has jumped over the 3% increase position, showing an extremely strong breakthrough form.

And a number of concept plates and weighted stocks in the field of its sector.

After the opening of the market in the afternoon, it quickly ushered in a wave of concentrated long-term funds, resulting in LeTV, Huace Film and Television, Guangguang Media, and Huayi Brothers...... and other stocks, which have skyrocketed to more than 3% intraday gains.

At 1:03 a.m., "Internet online education", "mobile games", "film and television production", "star participation" and other related concept theme plates have moved again, and have begun to occupy the top position of the concept theme plate in the two cities, among them, "Internet online education" has begun to set off a rising tide, and many stocks in the field of the sector have skyrocketed to more than 7% of the disk increase position under the effect of extremely aggressive undertaking to buy funds. (End of chapter)