Rebirth of the Investment Era.

"Sure enough, the main capital flow in the venue has returned to popular themes such as 'infrastructure' and 'military industry'."

Noticing the rapid changes in the market, and the core component stocks and concept leading stocks in the popular main line fields of the market such as 'infrastructure' and 'military industry' all rebounded rapidly from the intraday lows, Liu Guanhai showed a slight smile on his face and said: " The main capital group is on the low main line, and the divergence is so large that it has not been able to form a consistent expectation. It seems... the expected trend of the market's "high-low switch" cannot be formed in a short time.

Ha ha, under the circumstances that the expected trend of 'high and low switching' cannot be formed.

The market will inevitably revolve around the two main lines of 'infrastructure' and 'military industry', as well as the main lines of several major concepts and themes of 'Asia-Europe Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises' Do hype.

Fortunately, we held back in the early trading and did not rush to perform the 'high-low switching' operation.

Otherwise, in this swaying market trend, the investment strategy and trading strategy may be completely chaotic.

Knew it!When the market has no clear other main line of anticipation to compete for capital flow in the market, the concept of "the strong will always be strong" is useful no matter what. "

While Liu Guanhai was feeling emotional, Yu Lei, the head of the trading team, smiled slightly and said: "Indeed, from the perspective of the market trend of the entire market, as long as the main lines of the low-level market cannot form the consistency of funds and emotions, then It is impossible to complete the "high and low switching" market as a whole in the market.

In the absence of other core lines, it can fully undertake the two major industry lines of 'infrastructure' and 'military industry', as well as the 'Asia-Europe Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Restructuring of State-owned Enterprises'. In the case of the money-making effect and consistent emotions condensed from the main line of the concept theme.

Then, as long as the core market main lines of 'infrastructure' and 'military industry'.

It can also condense a continuous profit-making effect, as well as a strong capital undertaking effect.

Then, the market trend of the popular main lines of 'infrastructure' and 'military industry' will not be cut off, and even a short-term adjustment can quickly regain lost ground.

At present, I think we don't need to focus on the popular main lines of 'infrastructure' and 'military industry', for fear that these popular main lines will be adjusted.

According to the market trend situation in the past few days.

We only need to focus on the main lines of the low-level market, such as 'technological growth', 'big consumption', and 'big finance', whether they can form a consistent expectation of funds and condense a relatively consistent sentiment of retail investors to follow suit .

As long as the divergence of the low main line of the market remains.

Then, we hold stocks in the main lines of the two major industries of 'infrastructure' and 'military industry', as well as the main lines of concept themes such as 'Asia-Europe Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises'. You can continue to hold it with peace of mind without fear of any shocks.

As long as the funds are on the low main line, no consistent expectations can be formed.

Then, these low-level main lines can only temporarily undertake the temporary "oversold rebound" funds, and cannot condense a sustained profit-making effect at all.

Without a sustained money-making effect, there will be no consistent follow-up of a large number of capital groups.

In this way, the main capital groups inside and outside the market must continue to focus on the two major industry lines of 'infrastructure' and 'military industry', as well as the 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform of Central Enterprises and State-owned Enterprises' "Restructuring" and other major concept themes and mainline areas are making orders and continuing to undertake, and continue to passively push up the core component stocks and corresponding concept leading stocks in these fields.

As for when...

The market can form a substantial 'high-low switch' situation.

I guess, it is still possible to wait for some heavy positive stimulus to appear on the macro news.

Otherwise, after the market self-regulates, it will definitely be difficult to focus on the main lines of the 'infrastructure' and 'military industry' industries in a short period of time, as well as those around the 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', ' The main funds for the main line of the reform and reorganization of central enterprises and state-owned enterprises' several major concepts and themes rushed to the low-level main line plate.

After all, seeking advantages and avoiding disadvantages is an unalterable human nature.

Where it is easiest to make money, where it is easiest to condense market sentiment, where funds will naturally go.

What's more, the current main lines of 'infrastructure' and 'military industry', as well as the corresponding investment logic based on the main lines of the concepts and themes of 'Asia-Europe Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises' The overall valuation of the core component stocks is not high. As long as the main funds are not dispersed, they can continue to open up new hype space and a new upward trend. "

"Haha..." Liu Guanhai laughed out loud after listening to Yu Lei's analysis, and said with sincere emotion, "Facing the increasingly volatile market, holding shares at this time does not require a certain amount of determination and tenacity. , It's really difficult, very difficult. I don't know how this President Su of the 'Yuhang Department' has focused tens of billions of capital chips on the two main lines of 'infrastructure' and 'military industry', and has held positions firmly all the way to this point. Persist?"

Yu Lei thought for a while, and responded: "Maybe this is the reason why the main fund products of the 'Yuhang Series' have become legendary fund products in the industry and the market!"

Whether as a competitor or as a friend.

President Su of the 'Yuhang Department' is an admirable person.

On this point, Yu Lei deeply agrees, and at the same time, he fully believes that Mr. Su of the 'Yuhang Department' can get to this point, it is absolutely impossible to rely on luck or the like.

Of course, he also knows...

According to the main fund products of the 'Yuhang Department', the previous investment style and transaction style.

The other party is not the kind of large-scale main organization in the industry who only knows to work on one main line and consumes it to the end, without the ability to choose the right time.

Under the huge profits, at a certain point in time, or when the two main lines of "infrastructure" and "military industry" have a market turning point, the main force of the 'Yuhang Department', he firmly believes that the other party will definitely have As a result, a large-scale reduction of holdings and stop-profit corresponding bargaining chips.

So, in addition to the corresponding market trend observation.

He has also maintained a high degree of attention on the data of the market dragon and tiger list.

At the same time, in the two main line fields of 'infrastructure' and 'military industry', especially on the disk of the core component stocks with a relatively high position weight of the 'Yuhang system', through the changes in the chips on the disk, carefully observe the 'Yuhang system'. Changes in stock funds.

The opponent held tens of billions of chips on these two main lines.

Once a large-scale reduction of positions and profit taking, he does not believe that the other party can avoid the traces of the market, enter the market quietly, or complete the position adjustment action.

As long as he finds out the movement of the main force of the 'Yuhang Department'.

It was found that the opponent had reduced its holdings of 'infrastructure' and 'military industry' main line chips.

Then, there is no doubt that he would suggest Liu Guanhai to carry out a large-scale selling to take profit immediately, and quickly adjust the position to the low-level main line area.

After all, the main capital of the 'Yuhang Department' is too large.

At the same time, the impact of this stock of funds on the market, as well as on the mass of retail investors and hot money investors inside and outside the market, is too far-reaching.

Once everyone finds out that the main funds of the 'Yuhang system' will lighten up positions and take profits, 'infrastructure' and 'military industry' are popular main lines in the market.

Well, next moment.

Huge follow-up selling, as well as instant slow acceptance of buying orders, can bury the entire mainline market in an instant.

"Maybe!" Liu Guanhai responded.

Then, he turned his attention to the fierce trading between the two cities.

I saw that after the huge main capital flow on the market turned back to the popular main lines of the market such as 'infrastructure' and 'military industry', along with the continuous rise and strength of core component stocks and concept stocks of popular main lines such as 'infrastructure' and 'military industry', the Shanghai Stock Exchange Index also further strengthened. It moved higher, gradually recovered the intraday diving decline, and continued to hit new intraday highs with heavy volume.

Finally, when the time reached 11:30 noon, the two cities ushered in the noon closing time.

The Shanghai index rose by more than 0.5%, and once again formed the form that the Shanghai index led the rise of the two important indexes of the two cities, reappearing the pattern of "Shanghai is strong and deep is weak".

Faced with such a closing situation at noon.

During the lunch break, the vast investor groups inside and outside the market were filled with amazement.

"Fuck, the market trend has returned to the main line of the two major industries of 'infrastructure' and 'military industry'. At the close of the afternoon, the military industry sector actually led the rise again. I have to say that the main force is really good at playing!"

"This market trend is really the 'electric fan' market, it changes too fast."

"I've been slapped back and forth, China Airlines Heavy Machinery, which was cut this morning, and LeTV, which is chasing after, what the hell... Is this going to be cut again tomorrow?"

"Damn, the market changes faster than turning a book. Just when everyone thought that today would be an 'oversold rebound' market trend and a day for low-level stocks to perform, the market instantly turned back to 'infrastructure',' The main line of military industry is on, hey... If I knew it earlier, I might as well just lie down and stay still."

"As I said earlier, hold your positions firmly and stay still, so you won't be harvested by the main force."

"This trend really almost gave me a heart attack."

"Sure enough, let me just say, 'LeTV' is such a junk stock, how can there be any market at all, haha... People who chased the core stocks of 'Technology Growth' in the early trading today, should cry now?"

"No matter how the main force shakes the warehouse, I will stand still."

"I have to say, the leader is still strong. The check for Aerospace Development almost hit the limit in the morning, and the market closed at noon, and it almost pulled the red plate. Can you believe it?"

"The strong are always strong, and the two main lines of 'infrastructure' and 'military industry' are still stable."

"Hey, as I said before, after the main force crashes, it must be bought back. Look, today's main funds that enter the fields of 'technological growth', 'big consumption', and 'big finance' will return tomorrow morning." We must continue to cut meat and stop losses at high levels to chase core stocks in the fields of 'infrastructure' and 'military industry'."

"Hey, sure enough, sticking to the core line is the right thing to do!"

"What the hell, chasing the market these few days really made me cry. I was strangled by the main force back and forth. In the end, the stock index rose, but I lost nearly 15 points."

"Fuck, bull, how can you lose so much?"

"Being killed several times, it doesn't matter which side you chase, it's a loss, it's really wrong."

"Hey, I won't chase this time. I lie down in the 'Hua Guo Building' and stick to it with everyone. I don't believe it. This time the main force will kill me?"

"At this stage, no matter how you move, you will lose money."

"Speaking of which, the market trend is also crazy. You said that the main lines of the low position have no profit-making effect. If you pull the market and everyone will not follow, then don't pull it. Let's work together to make the 'infrastructure' and 'military industry' these few Can’t the core main line of the big market continue to go up? The main force is simply crazy.”

"Let these funds that are not optimistic about the main market of 'infrastructure' and 'military industry' be thrown away at this time."

"Yes, after the floating chips are completely cleaned up, the following main lines of 'infrastructure' and 'military industry' can rise more smoothly."

"The main force slowly cleans up the market. I'm not in a hurry. As long as President Su's 'wealth road' is not thrown away, then I will continue to stick to it. No matter how the warehouse is shaken, I will not go out."

"I have to get it to November to see the third quarter report."

"The country has issued so many favorable policies, the third-quarter performance of the main lines of 'big infrastructure' and 'military industry' should generally not be bad, right?"

"Whether it is bad or not, it cannot change the fundamental reversal of the main lines of these two industries."

"Yes, stock speculation is based on expectations. Since the fundamentals of the industry have reversed, the short-term performance is actually not that important."

"As long as the basic and underlying investment logic and hype logic are still there, there will be no problem."

"Hold shares with peace of mind, hold shares with peace of mind!"

"Anyway, just don't follow the main line sector that has no profit-making effect, especially the line of 'technological growth'."

"Yes, as long as there is no funds to follow, if you go for the low-level main line, or oversold rebound funds, you can't make a market. Sooner or later, you will return to the main lines of the two major industries of 'infrastructure' and 'military industry'."

"Let's see, the market trend in the afternoon will definitely have to develop around the main lines of 'infrastructure' and 'military industry'."

With the heated discussion among the crowd and the influence of market news, emotions continue to be interpreted.

The lunch break passed by in a flash.

Immediately afterwards, the market ushered in the afternoon trading session.

I saw that the time had just passed 1 o'clock, under the further brewing of emotions at noon.

Already near midday, the core constituent stocks and popular concept stocks in the main line of "infrastructure" and "military industry" that rebounded strongly have ushered in further huge buying orders in the quarter of an hour after the opening in the afternoon, causing these The share price of the stock climbed further during the trading hours.

Around 1:20.

The entire "infrastructure" and "military industry" main line fields, all related core component stocks and popular concept stocks.

All regained the rapid decline in early trading.

Among them, leading stocks with core concepts such as 'Aerospace Development' even rebounded from the position of almost the limit in the early trading, all the way to the red, reaching a maximum increase of 2.33% in the session, and it depends on the strength of its market funds and the strength of the market. Trend pattern, there are signs of continued rise.

However, popular main lines such as 'infrastructure' and 'military industry' rebounded across the board.

The industry sector and concept sector indexes in the main line fields such as 'technological growth', 'big consumption' and 'big finance', which once led the market to rise in the early trading, have fallen one after another, and their related core constituent stocks and popular concept stocks have also stepped out The general trend of rising and falling, and the main capital flow in the whole field once again showed a net outflow trend within a day.

This shows that there is a comprehensive rebound in the popular main lines of the market such as 'infrastructure' and 'military industry'.

The main capital groups in the market are further concentrating on these popular mainline fields. At the same time, the low-level mainline fields have also entered the trend process of main capital flow bleeding again when they cannot form a joint force of funds and arouse the market to follow suit.

Among them, among the core stocks of the low main line.

The check for 'LeTV', which once had a maximum increase of 4% in the early trading, unexpectedly slipped step by step at this moment, falling into deep water, hitting a 3% intraday drop, and the intraday volatility reached nearly 8%. The magnitude makes the investors of this stock, which is the highest in the day, curse their mothers in their hearts! (end of this chapter)