"Changling, what do you think?" Shao Xiaoyun paused and asked Liu Changling, who was in deep thought, "Do you think the market is in this position, has it begun to carry out a comprehensive switch of the main market, do you think our investment strategy and trading strategy at this time will continue to remain pessimistic, or can we appropriately turn to optimism?"

Let me start with my opinion......

I think that at this time, the core main lines of 'big consumption', 'film and television media', 'mobile Internet', and 'smart phone industry chain' are becoming stronger and stronger than the major core indexes in the market, and they continue to absorb the main buying capital groups of the entire market.

There must be a continuous market, and it also condenses a certain amount of continuous money-making effect.

This is especially evident after the violent fluctuations between the two markets in the morning and early at noon.

In the morning trading, it was obvious that the core main lines of 'big finance', 'big infrastructure' and 'military industry' led the rise.

But in the afternoon, when the afternoon market opens.

The core main lines of 'big finance', 'big infrastructure' and 'military industry' are obviously showing a downward trend.

At the same time, the core main lines of 'big consumption', 'film and television media', 'mobile Internet', and 'smart phone industry chain' are obviously contrarian and strong, and with the core main lines of 'big finance', 'big infrastructure' and 'military industry', they have formed an obvious seesaw effect on the disk.

That's what it says ......

'Big consumption', 'mobile Internet', 'smart phone industry chain', 'film and television media', these core main line markets, in the comprehensive undertaking of 'big finance', 'big infrastructure', 'military industry' these core main line funds, the whole market, in full accordance with the logic of 'high and low switching' to carry out the main line market rotation and switching.

And this is particularly evident in the process of the core main lines of 'big finance', 'big infrastructure' and 'military industry', which continue to dive and weaken.

Especially the line of 'film and television media'.

On the current market trend, the height of the 'film and television media' sector index has almost hit a new high, basically repairing all the declines since the index fell from 3,800 points.

Such a strong sustained market trend, as well as a continuous attack on the main funds.

It should be able to show that the main line of the market is indeed changing, and it is fully rotated, right?

Since the main line of the market is in rotation and switching, and the direction of rotation and switching is relatively clear, and the Shanghai Composite Index is also at 3600 points, forming a certain chip shock center position, then I think ...... In terms of investment strategy, we should still be able to change appropriately and optimize our previous relatively conservative and pessimistic investment strategy. ”

After listening to Shao Xiaoyun's thoughts and suggestions.

Liu Changling thought about it carefully, knew that Shao Xiaoyun had plans to increase his position, and said: "My thoughts with Manager Shao are still slightly different.

Judging from the current market trend.

Indeed, the core main lines of 'big consumption', 'mobile Internet', and 'smartphone industry chain'.

At present, it is indeed continuing to strengthen, and it is indeed continuing to attract the main buying capital groups in other mainline areas, and there are traces of some mainline market switching.

However, judging from the overall volume and energy response of the two cities.

I think it is still difficult for the market to stand firm in this position, and it is difficult to say that this position is the relatively low position and chip shock center of this round of adjustment.

It can only be said that the index has a probability of stabilizing in this position.

The line of 'film and television media', at present, has indeed become the core performance of the entire market sentiment.

It has a fairly strong disk money-making effect.

If Manager Shao insists on increasing his long, changing his investment strategy and trading strategy accordingly, and increasing his position in our fund products, then my advice is...... We can only focus on the line of 'film and television media', increase our positions accordingly, and appropriately increase the fund position to 35% of the position, which is about the same.

Then, after increasing the corresponding 'film and television media' position chips.

Continue to observe the market trend and the subsequent gains and losses of the Shanghai Composite Index at 3600 points.

If the Shanghai Composite Index can continue to stabilize above 3,600 points in the next three to five trading days, and can hit a higher point under the leadership of the core main lines of 'big consumption', 'mobile Internet', 'smart phone industry chain', and 'film and television media'.

It even completed the reversal of the index on the trend, recovering the 10-day line upward, and even the 5-day line.

Then, we will continue to further increase our longs and buy the three core main areas of 'big consumption', 'mobile Internet' and 'smart phone industry chain', as well as strong industry sectors and concept sectors, as well as chips for popular stocks and leading stocks.

If in the next three or five trading days.

The Shanghai Composite Index still maintained such a volatile trend, or soon fell below 3,600 points.

That means that the index is still not able to hold up in this position.

It shows that the three core main lines of 'big finance', 'big infrastructure' and 'military industry' are missing, and the core main lines of 'big consumption', 'mobile Internet', 'smart phone industry chain' and 'film and television media' are still embarrassed and difficult to independently lead the two cities and several core main lines to continue to strengthen.

It also shows that this round of adjustment, in the current position, is not over.

In this way, we can quickly reduce the chips in the main line of 'film and television media' that we have bought, and quickly turn our trading strategy to a conservative posture again.

In short, in the case of low certainty of the current trend of the market, but there is a certain degree of certainty.

I think we should be able to retreat and attack.

Neither can we aggressively and quickly increase positions, nor can we be excessively bearish and pessimistically keep the fund position in a very low state. ”

"Haha...... Agree, that's what I actually think. Shao Xiaoyun heard Liu Changling's words, and agreed in his heart, and said, "Changling, you still say, or you are reasonable, yes, you can attack, retreat can defend, that's how it should be, in investment and trading, the strategy still has to change with the trend of the market, only in this way...... Only then can we always grasp the initiative of the market and not go short, or be trapped. ”

Liu Changling bowed his head slightly and nodded.

Seeing that he had no other different opinions, he quickly turned his head and began to implement relevant trading strategies and trading orders with a group of traders behind him.

In the trading room, a group of traders execute trading orders.

At this time, the trading time of the two markets has entered the last half hour after 2:30 and entered the last half hour before the closing of the two markets.

And in the midst of continuous market trading.

I saw the two markets on the market.

'Big Finance', 'Big Infrastructure', 'Military Industry' and other popular main lines in the early stage have caught up with the rise of the index, and the corresponding industry sectors, concept sector indexes, as well as a number of popular stocks and leading stocks in several major fields, are also accelerating the rebound.

Among them, such as 'Blue Stone Heavy Equipment', 'Shanghai Sanmao', 'Shanghai Construction Engineering'...... and many other leading stocks.

After the violent shocks throughout the day, the daily limit has been realized.

As for the fields of 'big consumption', 'film and television media', 'mobile Internet' and 'smart phone industry chain', its performance is already significantly stronger than the performance of the market index, especially the industry sector of 'film and television media', the current disk increase has broken through to a position of 5%.

In the entire sector, a total of 7 stocks have closed the price limit.

Moreover, there are 12 stocks that have risen on the market, rushing above the 6% gains.

The entire sector and dozens of stocks have set off a trend of rising and falling.

With the soaring price of the entire 'film and television media' sector, a number of conceptual theme plates such as 'mobile games', 'Internet online education', 'film and television production', 'star holdings', and 'star participation', which are strongly related to the 'film and television media' sector, have also set off a trend of rising and falling tides at this moment.

At 2:35, the 'film and television media' sector index rose by 5.22%.

At 2:36, 'Guangguang Media, Huayi Brothers, Hua Qingbao, Huace Film and Television, Ciwen Media, Guangdong Media, Phoenix Media, and Huawen Media' all closed the price limit, while 'LeTV, Changqu Technology, and Yaoji Technology' all rose by more than 7%.

At 2:37, in the field of "big consumption", "automobiles", "food and beverage", and "retail" several major industry sectors, the intraday disk rose by more than 3%, among them, in the related conceptual theme plates, the "Internet e-commerce" sector soared again, and the core leading stock "Sanjiang Shopping" rose again.

At 2:38, 'domestic software' continued to riot, and 'Netspeed Technology' rose by 8% in a day, showing a trend of impacting the price limit.

At 2:39, 'CEFC Securities' intraday gains returned to 2.5%.

At 2:40, the Shanghai Composite Index rose by 1.35% during the day, while the intraday increase of the ChiNext Index has broken through to more than 2.5%, and the two cities have completely shown a trend pattern in which small and medium-cap concept stocks are stronger than weighted stocks.

At 2:41, the intraday gains of the two major sectors of "securities" and "Internet finance" have returned to the 1.5% increase position, among them, the intraday rise of the three stocks of "Great Wisdom, Flush and Oriental Wealth" has broken through to more than 2%, while the "Shanghai Ganglian" has returned to the intraday high point at this moment and returned to the position of more than 5% increase in the case of violent shocks of more than 10% in the day.

At 2:42, 'LETV' hit the daily limit ahead of'Internet Speed Technology'.

At 2:43, the stock price of 'LETV' hit the daily limit, and at the same time, the intraday increase of the 'film and television media' sector index broke through to 5.43%, and the net inflow of the main funds of the sector reached 1.729 billion in the day, setting a new high for the annual net inflow of the main funds of the entire sector.

At 2:44, the "LETV" closed the price limit, and at the same time, the intraday increase of the "film and television media" plate further soared to 5.5%, and the plate index not only repaired all the declines since the Shanghai Index fell from 3800 points, but also set a new high since this round of bull market.

At 2:45, 'Netspeed Technology' began to hit the daily limit.

At 2:46, the stock price of "Internet Speed Technology" touched the position of the daily limit, at the same time, the "domestic software" concept theme plate index rose by more than 3.5% in the day, and the "Internet software", "Internet application" two major industry sector index, have also risen to a 3% increase position, the main net inflow of funds, at this moment, by the large number of funds to rush to raise the impact of "Internet speed technology", rapid expansion.

At 2:47, "Internet Speed Technology" blocked the price limit, at the same time, "Inspur Information, Huaguo Software, 2345 ......" and other software stocks rose rapidly, at the same time, "Shanghai Ganglian, Oriental Wealth, Flush, Hengsheng Electronics ......" and other software stocks belonging to the "Internet Finance" sector also showed signs of rapid rise in riots.

At 2:48, 'Huaguo Software' soared by more than 7%.

At 2:49, the Shanghai Composite Index returned to the 1.5% gain, and at the same time, the index reached 3620 points.

At 2:50, when the trading time of the two cities began to enter the final ten minutes of the final session, the main funds in the 'big consumption', 'mobile Internet', 'smart phone industry chain', 'film and television media' several core main areas of the momentum became more and more active, but also more and more radical.

Similarly, the relatively weak main lines of 'big finance', 'big infrastructure' and 'military industry'.

and low-level marginal main lines such as 'non-ferrous cycle', 'petrochemical', 'coal', and 'animal husbandry'.

At this moment, it also ushered in the undertaking of a large number of bottom-buying funds, and the corresponding industry sectors, concept plates, as well as many related stocks and constituent stocks, also began to gradually strengthen at this time, quickly repairing the decline of the Shanghai Composite Index since it fell to 3800 points.

At 2:51, the indices of the two cities reached a new intraday high.

At 2:52, the turnover of the two cities reached the volume energy mark of 900 billion.

At 2:53, the intraday turnover of 'CEFC Securities' reached the 9 billion mark, although the trading is still fierce, and the turnover of this check is still at the top of the turnover list of the two cities, but compared with the performance of the previous week, it has shown a relative shrinkage.

At 2:55, in the field of 'film and television media', more than 10 constituent stocks rose to the limit.

At 2:57, the GEM index rose by 3.03%.

Finally, when 3 o'clock in the afternoon came, when the two cities ushered in the official closing, several core indices closed at the highest point of the day, showing a strong rebound across the board.

After the official closing......

Faced with such a closing situation in the two markets.

A group of investors who were pessimistic last week, over the weekend, and even in today's midday session, were stimulated by today's comprehensive rebound in the long white candle.

In the case that the Shanghai Composite Index returned to 3600 points, the two markets showed strong traces of support.

Suddenly, they became optimistic again, and began to change their views, further looking at the Shanghai Composite Index to 3,800 points, and even shouted the slogan that the Shanghai Composite Index hit 4,000 points at the end of the month. (End of chapter)