"That's reasonable." Zheng Zhongming heard Deng Jialun's words, pondered for a moment, nodded, and said, "Then according to what you said, reduce some of the chips in the main line areas such as 'big finance', 'big infrastructure', and 'military industry', and at the same time increase the weight of positions in several core main line areas such as 'big consumption', 'mobile Internet', 'smart phone industry chain', and 'film and television media'." ”

"Hmm." Deng Jialun nodded and said, "Then in terms of the focus of several main lines, as well as the specific targets of position adjustment, does Mr. Zheng have any ideas?" ”

Zheng Zhongming thought for a while and said: "Judging from the current trend of the market, among the last two transactions, the line of 'film and television media' should be the strongest core main line in the current market, right?" Since the line of 'film and television media' can become an independent and strong main line in the continuous market adjustment trend, it shows that the continuity of this main line should still be possible, and from the perspective of expectations, the line of 'film and television media' should also have strong expectations at the end of the year and at the beginning of the year.

In this way, this line can be focused on and appropriately aggravated by the position placement of this main line.

As for the rebalancing target on this line.

It is still preferential to focus on popular stocks and weighted stocks.

After all, popular stocks and weighted stocks are highly concerned by the market, and the information disclosure is relatively sufficient, and they will not easily step on the thunder.

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

In the main line of 'big consumption', at present, the main capital groups are continuing to flow in, and the market has a certain degree of sustainability, it should be the food and beverage and retail sectors.

in the field of 'mobile Internet'.

The trend is slightly stronger, and it should be the 'domestic software' sector.

Netspeed Technology, Inspur Information, Huaguo Software, 2345...... These relatively popular stocks, at present, are not bad.

As for the line of 'smartphone industry chain'.

Of the relatively strong ones, only the 'Apple Concept' line is worth paying attention to.

The target of the 'Apple concept' line is relatively simple, and the core target is just a few sticks, just buy it directly according to this range. ”

"Okay." Deng Jialun continued to nod.

Subsequently, in accordance with the corresponding strategy, the trading teams behind them adjusted their positions.

And at the same time, the magic capital, the internal company of the Yinghui Fund Company.

'Yinghui No. 1' fund product trading room, Liu Guanhai stared at the trend of the two markets, and saw that the Shanghai Index had withdrawn 3600 points at this moment after a violent dive, and the main line of the entire market trend showed an obvious switching form again. It's a bit of a point to rely on this point and carry out central oscillation.

If the index stabilizes at this level.

And if the current 'big consumption', 'mobile Internet', 'smart phone industry chain', 'film and television media' and other core main lines, in this position successfully replaced the 'big finance', 'big infrastructure', 'military industry' and other core main lines, the switch of the main line of the market has been completed.

So, we have blindly reduced our positions to prevent the risk of continuous decline in the market and control the strategy of retracement.

I'm afraid it's wrong.

Originally, I thought that the Shanghai Index was completely loose and loose under the core main line of 'big finance', 'big infrastructure', and 'military industry'.

It is difficult to maintain the support role of the Shanghai Composite Index at 3600 points.

Looking at it now, the market seems to be holding up in this position.

Such a pattern trend, as well as the direct disk performance of the Shanghai Index, shows that the market's long-term undertaking force is still much stronger than we expected.

It also shows that the market has been in a bull market.

And if the Shanghai Composite Index can complete the rotation switch of the main line market at the position of 3600 points, then ...... It is not impossible to go up to 3,800 or even 4,000 points again.

Perhaps the major institutions in the industry expected that the Shanghai Composite Index would rush to 4,000 points in early January, or around the Spring Festival.

It's not nonsense.

It is the main capital of the 'Yuhang Department' that is currently reducing its position in front, and there is no movement yet.

I don't know what the motivation and perception of the smartest and most massive main funds in this market are.

Therefore, there is still some hesitation in the judgment that the Shanghai Composite Index will stand firm at 3600 points.

But anyway, in terms of this disk trend pattern.

I still can't be too pessimistic, and it is not appropriate to put the fund position too low, or to buy some "big consumption", "mobile Internet", "smart phone industry chain", "film and television media", which will most likely replace the previous "big finance", "big infrastructure", "military industry" several core main lines, become the new market sentiment and the new core main line of capital convergence speculation chips.

In order to prevent the market from suddenly rising sharply after the completion of the main line market switch, back to 3800 points.

As a result, we completely set foot on the market, what do you think? ”

When he said this, Liu Guanhai looked at Yu Lei, the head of the trading team who was also staring at the changes in the two markets.

Yu Lei pondered for a while and responded: "Judging from the disk trend, the Shanghai Index broke through 3,600 points and pulled back several times, which really verified the certain support of 3,600 points."

The three core main lines of 'big finance', 'big infrastructure' and 'military industry' have risen and fallen again after the rebound.

It also shows that these three core main lines, in the current situation of loose internal chip structure, can not condense the core long sentiment and main funds of the market, thereby driving the market to re-enter a sustained upward stage.

On the other hand......

'Big consumption', 'mobile Internet', 'smart phone industry chain', 'film and television media', the industry sectors and concept plates related to the core main line areas, as well as the corresponding popular stocks and concept stocks, are indeed gradually condensing the long capital group, and there are traces of switching the core main lines of 'big finance', 'big infrastructure' and 'military industry'.

Especially in the 'film and television media' sector, the net inflow of main funds, as well as the intensity of speculation gathered by various capital groups, are relatively large.

However, in terms of the performance of the two markets, it is actually not so good.

Judging from the current market turnover, the two cities have no signs of continuous shrinkage and serious shrinkage in this position.

This shows that the selling power in the market, although it has been slightly reduced compared with the few trading days after the central bank cut interest rates and RRR cuts last week, it has not reached a point of obvious exhaustion.

The signs of exhaustion of selling strength are not obvious.

It is difficult to say that the Shanghai Composite Index can be strongly supported at this position of 3600 points.

I think that at present, especially today's market, although it has slightly exceeded expectations, it has come out of a wave of generally rebounding trend that is quite beautiful, and it has also condensed a certain disk money-making effect, and initially formed signs of switching the core main line of the market, but ...... The selling force is still very strong, the Shanghai Index did not stand firm at 3600 points, and the market will not form a short-term trend reversal in this position, which is really not necessarily.

My advice is...... Let's observe and observe.

If next, the Shanghai Composite Index continues to form a shock pattern trend of continuous shrinkage at the 3600 point line.

At the same time, the trend of these core main lines can continue to be stronger than the index performance, and can continue to undertake and attract the main buying funds from the core main lines such as 'big finance', 'big infrastructure', and 'military industry'.

Then, it is not too late for us to gradually increase our positions and buy chips in the core main areas of 'big consumption', 'mobile Internet', 'smart phone industry chain', and 'film and television media'.

After all, from the current point of view.

The bargaining chip structure of the three core main areas of 'big finance', 'big infrastructure' and 'military industry' is far from the end of the adjustment.

In other words, these three core main lines cannot become the main offensive force of the market in the short term.

Although the current trend is not bad, and the main capital groups are still flowing in, compared with the core main lines of 'big finance', 'big infrastructure' and 'military industry', the market value is too small, even if the market rotation switch of the core main lines of 'big finance', 'big infrastructure' and 'military industry' is completed.

I am afraid that it will be difficult to drive the entire market to reverse and return to 3800 points in a short period of time.

As for wanting to hit 4,000 points in the short term, it is even more nonsense.

In general, at this time, we should not be afraid of losing opportunities, we should not be afraid of not having a good opportunity to buy, but we should still focus on preventing market risks.

In addition, in fact, the amount of funds in our fund is not very large.

Unlike the huge main capital group like the 'Yuhang Department', it is difficult to reduce and increase positions.

With our capital volume, as long as the market trend is further clear and certain, we will be able to open positions very quickly, and it is easy to complete the new position building plan.

So, I don't think there's any need to rush at all at this time.

What if it turns out that this position is just a short-term rebound, just tempting long?

The Shanghai Composite Index continues to fall, falling below the current support level, and the risk of continuing to fall further is quite large, and this position continues to fall, in the short-term point range, there is no support, can only go to the 3200 point line to seek support.

In other words, a short 200 pips is followed by a drop of 400 pips.

In terms of investment strategy selection, it is definitely better to mainly prevent a decline of 400 points. ”

Liu Guanhai pondered carefully for a while, felt that what Yu Lei said was not unreasonable, paused, and said: "Seeing such a market trend and seeing the Shanghai Composite Index return to 3600 points, it may indeed be that I am too anxious, ......okay According to what you said, let's continue to observe and observe, see if the Shanghai Index can continue to hold at 3,600 points, and see if the core main lines of 'big consumption', 'mobile Internet', 'smart phone industry chain', and 'film and television media' can substantially replace the disk position of the core main lines of 'big finance', 'big infrastructure', and 'military industry', and completely complete the rotation transformation of the core main lines of the market, according to what you said...... At this time, it is much better to do the right opportunity than to do the left side. ”

Yu Lei saw that Liu Guanhai agreed to his analysis results and strategic advice, and couldn't help but smile and nodded.

Immediately, he continued to focus on the two markets.

Similarly, at the same time, in the trading room of the 'Yinghui No. 2' fund product, the fund manager Shao Xiaoyun saw the market trend of the two cities at the moment, and also issued the same emotion as Liu Guanhai, saying: "It seems that the support force of the Shanghai Index near 3600 points is still very strong, and I feel that this is already the central shock position of this round of adjustment, and there is a high probability that near this position, the core main lines of 'big consumption', 'mobile Internet', 'smart phone industry chain', and 'film and television media' will be completed The switching of the core main line market of 'big finance', 'big infrastructure' and 'military industry' has completely formed a new core main line investment direction. ”

Hearing Shao Xiaoyun's words, Liu Changling, as the head of the 'Yinghui No. 2' fund product trading team, pondered for a while, and began to have some doubts about his previous judgment, and said secretly: "Could it be that the central shock position of this round of adjustment cycle is really 3600 points?" Is a range of 200 points enough for the market to complete the chip structure transition from the first stage of the bull market to the second stage of the bull market? ”

In fact, he was able to stabilize the Shanghai Composite Index at 3,600 points.

There is a great deal of skepticism.

After all, the three core main lines of 'big finance', 'big infrastructure', and 'military industry', in the hype and continuous rise that lasted for more than half a year, the accumulated profits and unhedging chips were at least trillions.

Such a huge amount of profit-taking and unhedging.

In other words, such a huge amount of potential selling power can be converted in the adjustment range of less than 10% of the Shanghai Index, and he can't believe it.

Moreover, he carefully observed, there are certain problems in the structure of market volume and energy.

However, although he had many doubts in his heart.

However, the actual trend of the market is an obvious adjustment and stable trend, and the actual buying force of the market is much stronger than he expected.

There is also the view of the disk pattern......

After the continuous shock and adjustment trend, the core main lines of 'big consumption', 'mobile Internet', 'smart phone industry chain' and 'film and television media' have indeed shown traces of fully undertaking the main funds of the hot main line chips in the early stage such as 'big finance', 'big infrastructure' and 'military industry'.

And this is the actual pattern trend of the main line of the market.

In this way, this made him fall into a certain amount of doubt and uncertainty about whether the market adjustment is beginning to enter the end. (End of chapter)