Chapter 618: Time to adjust warehouse layout!

However, even if the data of the two cities' dragon and tiger rankings are shown, there are already signs of large funds reducing their positions and taking profits, and retreating from the core main lines of the market such as "infrastructure" and "military industry".

However, the topic is being discussed by a large number of investor groups both inside and outside the market.

However, everyone is not aware of this short-term risk, but is still optimistic about it.

At the same time, due to factors such as the market opening lower across the board in early trading, it can eventually turn red and rise, and the Shanghai Stock Index is completely out of touch with the influence of external market trends, etc., everyone does not think that today’s market trend is a sign of weakness, but instead thinks it is a sign of weakness. A strong performance.

And within this emotional reaction.

In the evening, the strong rebound in the external market further intensified the market's bullish sentiment.

As a result, the entire market opened sharply higher on the next day, especially the two major industry sectors of 'infrastructure' and 'military industry' that attracted the most market attention, as well as those surrounding the 'Eurasian Economic Belt' and 'New Era'. Concept and industry sectors with main themes such as "Road, Maritime Silk Road" and "Reform and Reorganization of Central and State-owned Enterprises" opened sharply higher.

Among them, many popular core stocks and leading concept stocks have once again hit new rebound highs.

"Haha, what did I say? All corrections are absolute buying opportunities!"

After the collective bidding in the two cities ended, during the short trading suspension period from 9:25 to 9:30, among the large group of retail investors gathered in the discussion area of ​​the trading platform, some people laughed and sighed, feeling quite excited and uplifted.

"Everyone who bought the bottom yesterday should have made a lot of money."

“I have to say that the two main lines of ‘infrastructure’ and ‘military industry’ are going really strong.”

"What is the core line? This is called the core line!"

"Those stocks that can quickly correct the trend are good stocks, and there is no doubt that... in yesterday's trend, stocks that can reverse the trend can continue to hold positions."

"It's a new high, damn...I really regret not buying the bottom yesterday."

"Yeah, such a good buying opportunity, ugh... I just missed it."

"People who are afraid of heights are suffering. The investment sentiment and investment confidence of the entire market have reversed. At this time, the more afraid of heights and the more hesitant, the easier it is to go short."

"Damn it, I feel like I'm missing out on the market, which is even worse than losing money."

"Isn't it true that I would rather lose money with a full position than go short with a short position? At this stage... the index is obviously still in the process of continuous breakthroughs, so there should be a market trend anyway."

"I didn't buy anything yesterday. It's really hard to face today's opening."

"Hey, I didn't expect that the U.S. stock market rebounded sharply last night, which directly caused the call auction to open so high today. Should I... chase the high price and buy it, or should I wait a little longer?"

"Don't be afraid if you buy it directly. After the market opens, the position will definitely get higher and higher."

"Looking at this situation, it is obvious that the market will rise sharply today."

"I also feel that the market can rise sharply today. After all, the external market trend is improving and the news is also very good. There is no reason why it should not rise!"

"There is no doubt that we should directly pursue the holding concept stocks of the 'Yu Hang Group'."

"Yes, directly pursue the holding concept stocks of the 'Yu Hang Group', especially those that can overlap the main lines of 'infrastructure' and 'military industry', and even the 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', 'Central Enterprises and State-owned Enterprises'" Reform and reorganization of stocks with several core concepts and themes, these stocks are definitely the core leading stocks where market funds focus on speculation and market making."

"I agree, haha... I already hold 5 core stocks of the 'Yu Hang Series' holding concept."

"The strong will always be strong. I feel that in the next market performance, the two main lines of 'infrastructure' and 'military industry', as well as the 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Central-owned and state-owned enterprise reform' will "Reorganization' is the core conceptual theme sector, and it will still be the direction where funds are concentrated for speculation and market making."

"In a word, just stick to stocks among these popular main lines that can be superimposed with the concept stocks of the 'Yu Hang Group'."

"The Shanghai Stock Exchange Index has to hit at least 3,000 points before it will rest, right?"

"According to the technical trend, the market's 3,000-point mark has already formed a certain siphon effect on the index. No matter whether the index can break through this point mark in one breath, at least it can have a chance. The current index is not far from this threshold. With such strong market expectations, the 3,000-point threshold must be touched no matter what."

"Then first get the position near 3,000 points, and then see if the position is reduced."

"I have to get Mr. Su's 'Fortune Road' seat and reappear on the selling seats in the two cities' dragon and tiger lists. Then I will reduce my position and finally make a profit. If I am not greedy at this time, when will I be greedy?"

"I agree. It's impossible for the main funds to wash their chips at this time."

"If you insist on not letting up on stocks, this is the time to strengthen your confidence."

"Looking at the market's main line of 'technology growth', the general valuation levels of many popular stocks, such as LeTV, Internet Speed ​​Technology, Oriental Fortune, Huayi Brothers... are basically estimated at more than 100 times PE. Value, some are even 500 times or 1,000 times PE valuation level. Looking at the core stocks in the main line of "big infrastructure", the PE valuation is generally 10 or 20 times. Where is this? Even the normal valuation level It hasn’t been repaired yet, and it will definitely increase.”

"It is not required that the core stocks in the main line of 'big infrastructure' have the same valuation level as the core stocks in the main line of 'tech growth'. After all, the two industries are different, but they should at least reach half of the core stocks in the main line of 'tech growth' It affects the valuation, right?”

"There is no doubt that under the investment logic of several major macroeconomic strategic plans of the 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central and State-owned Enterprises', the valuation of the entire 'big infrastructure' main line , and value logic, must be revalued, and currently, these core stocks in the main line of 'big infrastructure' are still the most undervalued main line stocks in the entire market."

"No, if you want to underestimate it, 'Big Finance' is still better."

"But if the stock price wants to rise, it depends not only on the valuation, but also on the expectations. What are the expectations for 'big infrastructure' and what are the expectations for 'big finance'?"

"Haha, it's just...the two are completely different in terms of future expectations and future imagination."

"Taken together, the valuation of the 'technology growth' line is still the most expensive in the market, even much more expensive than a number of core stocks in the 'military industry' sector."

"So, there is no doubt that the two main lines of 'infrastructure' and 'military industry' can definitely still rise."

Amidst the extremely heated and exciting discussions among many retail investor groups...

The market trading time passed quickly at 9:30, and the two cities entered the formal continuous bidding transaction stage.

I saw that during the five-minute suspension period, after further brewing of market investment sentiment, as soon as the market opened, the concept and industry sectors mainly "infrastructure" and "military industry", as well as the "Eurasian Economic Belt" and " Concept sections and industry sections with the core themes of "New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central and State-owned Enterprises' have all been intensively raised by funding groups both inside and outside the market. The corresponding concept sections, industry sections, and Corresponding core concept stocks have rapidly increased in volume and continued to set new intraday highs.

And in the entire market, the main line investment sector is weak.

Mainline investment sectors such as 'Big Consumption', 'Big Finance', 'Nonferrous Cycle', and 'Technology Growth' are also continuing to be sucked up by popular mainline investment sectors such as 'Infrastructure' and 'Military Industry' at this moment, and the funds are showing a relatively weak trend. An obvious net outflow state.

When this market form and trend form are further interpreted.

When in the fields of popular mainline investment sectors such as 'infrastructure' and 'military industry', a number of component core stocks further set new intraday highs, new rebound highs, and new annual highs, further increasing the money-making effect of these popular mainline investment sectors. expanded to an exaggerated level.

Investors in the entire market are further flocking to these core main areas.

However, just as everyone was unanimously optimistic about it.

Moreover, the popular main lines of the market such as "infrastructure" and "military industry" have also exploded in volume, further setting new highs for this round of rebound, leading the index to hit 2,900 points.

Around 10 o'clock in the morning.

Similar to yesterday's early trading, concentrated selling appeared once again in the two main investment sectors of 'infrastructure' and 'military industry', as well as in the 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', ' Conceptual themes such as "reform and reorganization of central enterprises and state-owned enterprises" are the core concepts and industry sectors on the stock market.

Such concentrated selling of funds has enabled the trading volume in these core main line areas to increase.

In an instant, it is further enlarged.

At the same time, popular leading stocks such as China Airlines Heavy Machinery, Hongdu Airlines, Beijiang Communications Construction, Shanghai Construction Engineering, Tianshan Cement, Fushun Special Steel, Huaxin Special Steel... etc. have concentrated selling funds on the market. The volume of energy is even greater, and once this selling force continues to emerge, it directly suppresses the incoming buying orders, knocking the stock prices of the corresponding stocks directly from their high points, causing these stocks to dive rapidly.

When the two cities created a number of concept leading stocks with high levels of hype and high space.

All were hit by extremely heavy active selling and showed a rapid diving trend.

In the entire market, other corresponding concept stocks, as well as mainline core stocks, were also quickly affected. The selling force on the market also increased sharply, and there was an obvious stagnation of heavy volume, or a downward trend of diving after heavy volume callbacks.

Both large and small stocks were overwhelmed by selling forces.

The two main investment sectors of 'infrastructure' and 'military industry', as well as the concept sector and industry sector with the concepts of 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'Reform and Reorganization of Central and State-owned Enterprises' as the core, They were also forced to make adjustments one after another.

At the same time, the core main lines are falling and adjusting.

The Shanghai Stock Index was also forced to fall driven by these core main lines.

At around 10:30, in the entire market, the Shanghai Stock Index was already in the process of rising and falling, swallowing up all the gains made in the early trading. The two major industry sectors such as 'Infrastructure' and 'Military Industry', as well as the 'Eurasian Economic Belt' and 'New The corresponding conceptual sectors with the core concepts of "Times Road, Maritime Silk Road" and "Reform and Reorganization of Central and State-owned Enterprises" have swallowed up all gains in the session amid the huge shock of rising and falling.

Of course, the entire market-related indexes, concept sectors, industry sectors, as well as the corresponding core stocks and concept leading stocks are changing rapidly.

The corresponding main capital flows are also changing rapidly.

In the early trading stage, a number of popular main sectors such as 'infrastructure' and 'military industry', which are sought after by funds in the entire market, as well as corresponding popular stocks, after briefly absorbing a large amount of active funds, their internal main capital flows began to show continuous declines. Outflow situation.

And correspond to these core main line sectors and popular stocks.

Weak mainline sectors that had a net outflow of capital in the early trading, such as 'Big Finance', 'Big Consumption', 'Non-ferrous Cycle', 'Technology Growth' and other mainline areas, after the capital outflow at the beginning of the trading, they actually ushered in big losses one after another. According to the attention of the main funds, there are signs of large net inflows of funds within the sector and on the corresponding core stocks, and the buying power of the market has also increased significantly.

"Looking at this situation, the market is doing a 'high-low switch', right?"

Seeing the flow of the main funds in the market, as well as the corresponding core main lines and changes in the market of core stocks, at this moment, in the Magic City, inside the Zexi Investment Company, in the main fund trading room, Zhou Kan's eyes were as bright as fire. After thinking for a moment, his eyes turned Xu Xiang on the side said with a smile.

Xu Xiang's eyes were also fixed on the changes in the two markets. Hearing Zhou Kan's voice, he nodded slightly and said, "It's almost a switch."

"Hehe... I really didn't expect..." Zhou Kan smiled softly and said, "The market was not able to show an obvious switching trend in the negative situation yesterday, but today it did."

Xu Xiang responded: "This is also normal. After all, under the direct blow of bad news, funds will only be concentrated in the fields with the strongest liquidity and the highest profit-making effect in the market. This is also the case in the 'infrastructure' and 'military industry' markets yesterday." The reason why the popular main line fell sharply in early trading was able to almost completely recover the intraday losses and reverse the trend.

However, it is undeniable that...

The market's popular main lines, "infrastructure" and "military industry," have seen a sharp rise in profits for a quarter.

At this current position, the previously locked-up profitable funds are aware of possible risks in the market.

They have begun to reduce their positions or clear their positions to take profits.

At the same time, as several popular main lines, corresponding core component stocks, and concept leading stocks have been speculated to a certain high level, the amount of funds required to undertake is getting larger and larger. With a large number of profit-taking orders, It is difficult to continue to open up new space.

In this way, under the condition of taking profit and taking profit.

In the market, it is not difficult to understand that smart funds are beginning to look for main line sectors that can undertake low-level adjustments to popular main lines such as 'infrastructure' and 'military industry', and switch between high and low market prices. "

"Well!" Zhou Kan nodded and said, "Then boss... At this time, we are engaged in the two main industries of 'infrastructure' and 'military industry', as well as the 'Eurasian Economic Belt', 'New Era Road', and Maritime Silk Road. Road' and 'Reform and Reorganization of Central Enterprises and State-owned Enterprises', can we also stop profits on a large scale? At the same time... our plan to build a position in the direction of 'big finance' can also be implemented on a large scale, right? ?”

Now that the market has seen an obvious high-low switching trend and disk performance.

Zhou Kan felt that it was the best time to adjust the position layout!