Chapter 626: The differences and combined forces of the main funds!

However, in a market situation that is generally open higher. [.\\nCOM Situ’s updated chapters are the most complete and comprehensive, and error-free content is repaired in the most timely manner. Due to caching reasons, browser access is recommended.\\nCOM official website]

During the intraday adjustment yesterday, the popular main lines of the market such as 'infrastructure' and 'military industry', which were hit by the selling of many large funds, were significantly weaker than the market. Their related popular stocks and conceptual leading stocks were all or If it opens flat or low, the selling pressure on the market is still not small.

Of course, even if the selling pressure on the market is not small.

But there was no panic selling.

This shows that the overall investment sentiment in the market is relatively good.

Faced with such an opening of the market, although the index and most stocks in the two cities opened higher, the core main lines of the market such as "infrastructure" and "military industry" with concentrated positions, as well as those surrounding the "Eurasian Economic Belt", "New Era Road", For many financial groups who are speculating on market concepts such as the Maritime Silk Road and the reform and reorganization of central and state-owned enterprises, this opening situation is still obviously lower than expected.

At the same time, after seeing that the opening performance of main lines such as 'Technology Growth', 'Big Consumption', and 'Big Finance' was far stronger than the main lines of the market such as 'Infrastructure' and 'Military Industry', more and more people inside and outside the market Investors have also begun to realize that there may be a 'high-low switching' market trend in the market.

So, after the market officially opened.

More and more funds began to abandon the core stocks of the market such as 'infrastructure' and 'military industry', and further concentrated on the low-level main lines of 'technological growth', 'big consumption', and 'big finance', and this also caused ' The stocks corresponding to the market's popular main lines such as infrastructure' and 'military industry' are further under pressure.

Under this change of situation.

9:35, only 5 minutes before the official opening of trading.

In the popular main areas of the market such as 'infrastructure' and 'military industry', a number of popular stocks and concept leading stocks have exploded in volume and plummeted rapidly.

And the rapid decline trend of these popular stocks.

It also dragged down the index in an instant, causing the Shanghai Composite Index to rise briefly for only 1 minute when the market opened, and then turned around and plummeted, swallowing up all the gains from the high opening, and falling underwater in a flash.

"Damn it, there's so much energy, there's nothing negative about it, why are the market's core mainline stocks like 'infrastructure' and 'military industry' selling so hard as soon as the market opens?"

Faced with the rapid changes in market trends, investors gathered on the online stock discussion platform were filled with emotion.

“Funds are flowing crazily into some low-level main lines and concept sectors!”

“I feel that in the market trend, the trend of switching between high and low is very obvious!”

"Today should be a day for low-priced stocks to make up for their gains, and for the market's popular main lines of 'infrastructure' and 'military industry' to continue to adjust, right?"

"What the heck, the ticket that opened at a high price yesterday has already lost almost 10 points. Are you asking me to cut it? Should I cut it or not?"

"Hey, it seems that the main funds are quickly fleeing from popular main lines such as 'infrastructure' and 'military industry.'"

"Is it Mr. Su who is smashing such a huge amount of energy?"

"Probably not. It feels like I didn't get anything after chasing it yesterday. Instead, I lost a lot of short-term funds."

"Hey, let's sell part of it first. I feel that the popular main lines of the market, 'infrastructure' and 'military industry,' are clearly entering the adjustment stage."

"However, the low-level main lines of 'technological growth', 'big consumption' and 'big finance' have obviously not formed a unified synergy of funds. I feel that there are still great differences in the choice of low-level main lines. It is time to intervene in these low levels. As for the main plot, the risks are also not small!”

"Hey, the board feels like a mess."

"Indeed, every sector is in chaos, and there are huge differences in funds on the market."

"But the logic of making up for the increase at a low level should be correct, right?"

"A lot of votes have already made up for the increase yesterday, right? At this time... if we use core main-line chips such as 'infrastructure' and 'military industry' to chase some concept stocks that have made up for the increase at a low level, I feel like I will be slapped back and forth."

“The key is, it’s a loss if you hold it!”

"Without the main core stock chips such as 'infrastructure' and 'military industry', I don't know what to buy when I go out."

"Indeed, I still choose to stay in the main fields such as 'infrastructure' and 'military industry', lying down and pretending to be dead, waiting for the market to fluctuate and for the main force to wash the market."

"It shouldn't be a deep fall, right?"

"It's hard to say. The hot main lines of the market, 'infrastructure' and 'military industry,' are really fierce today."

"Damn it, Hua Guo MCC can score 5 points."

"Tianshan Cement and Beijiang Communications Construction can still score 7 points."

"Damn, I'm lying down. The main force is really ruthless. It's completely unnecessary to sell at this time."

"The 'Technology Growth' line is growing very fast. LeTV and Huayi Brothers have both bucked the trend and increased by more than 3%. The 'Film and Television Media' line will not make a comeback, right?"

"Don't look at the current rise, only sustainability is real."

"There should be, right? The two checks of LeTV and Huayi Brothers have been adjusted for a long time."

"Look again, look again... I don't believe that the line of 'technological growth' can be achieved at this time?"

"Funds from all walks of life are indeed flowing into the low-mainline concept, but there are indeed quite large differences in the choice of direction."

"If you are making up for the increase in oversold stocks, you should still have a winning rate today, right?"

"Looking at the current market trend, it is indeed possible to make up for the low price of oversold stocks, but I don't know whether the market will change in the future!"

"Never mind it, let's do something about LeTV first."

"As long as the market switches from high to low and the Shanghai Stock Exchange Index adjusts, the GEM Index will probably rush out, right? And as long as the GEM Index can rise, then 'LeTV', a core component stock of the GEM Index, will definitely rise. If you buy this check at this time, there is a high probability that you will not go wrong.”

"I'll do something with the Huayi Brothers to verify this logic."

"I'll hold the check from Shanghai Construction Engineering first and then take a look. I always feel that...the core main lines of the market, 'infrastructure' and 'military industry', are still not finished."

“No one said that the core market trends of ‘infrastructure’ and ‘military industry’ were over.”

"Everyone agrees that the market prices of these major main lines can definitely continue to develop upwards, that is, the current adjustment... should be difficult to avoid. After all, after such a long period of continuous surge in the core main lines of these major markets, the market's The accumulation of profit taking is already quite heavy. If we don’t clean up these profit taking chips, how can we get on the main line?”

"It makes sense, but the other main lines don't have the synergy of funds and strong expected effects!"

"According to the market trend in the previous two trading days, I feel that it is definitely a trap to chase low-level mainline hot stocks at this time."

"Let's have another look and the market will tell us."

Amidst the heated discussion among everyone...

Unconsciously, the market trading time has entered around 10 o'clock in the morning.

In terms of the market performance of the two cities, the market's popular main lines such as 'infrastructure' and 'military industry', as well as their corresponding popular concept stocks, are now trading at a relatively low underwater position during the session after the rapid explosion in volume at the beginning of the session. Shock, the decline will no longer expand.

As the market's popular main line, it adjusts, sells down, and makes up for the increase in the low main line, as well as its related concept sectors.

In the process of pulling up, the force received by the disk is obviously getting weaker and weaker without forming a consistent resultant force.

Especially the main line of ‘technological growth’.

Its related 'smartphone industry chain', 'Internet software', 'film and television media' and other sector stocks, as well as the sector concept index, during the process of rising, after a brief wave of heavy volume, they fell into a shock of rising and falling. pattern, continued to bury a batch of intraday chasing funds.

Seeing that the market is still unable to form a more consistent "high-low switching" market.

At this time, in the Magic City, inside Yinghui Fund Company, in the 'Yinghui No. 2' fund trading room, fund manager Shao Xiaoyun, who had already adjusted and concentrated the fund's main positions in the direction of 'technological growth' in advance, sighed helplessly. In a tone, he said: "Damn, this group of funds in the market are really headless flies, running around blindly. It is obvious that the 'technological growth' line has been fully adjusted, and the expectations are relatively strong. At the same time, 'infrastructure' and 'military industry' Under the impact of profit taking, these major market hot lines have basically found room for short-term gains, but they have never been able to form a synergy."

Sitting next to Shao Xiaoyun, Liu Changling, the trading team leader, also responded helplessly: "The market is too divergent. I feel that without further stimulation from macro news, it will be difficult to form a natural synergy."

"The key is that the differences are big, but it doesn't matter." Shao Xiaoyun said, "The main reason is that some funds on the market are doing low-level switching. If they can't come up with a core main line that everyone can agree on, it will open up the market situation and further gather market funds. and sentiment converge toward the lower main line.

Then, it is foreseeable that many funds will see the situation goes wrong.

It will also return to the popular main lines of the market such as ‘infrastructure’ and ‘military industry’.

This is completely detrimental to us!

After all, once the funds from all parties in the market continue to flow back to the popular main lines of the market such as "infrastructure" and "military industry", then these low-level main line concepts that have just begun to show some improvement are likely to usher in another wave of obvious blood-draining effects. Funds may also be further siphoned off. "

Liu Changling nodded slightly and said helplessly: "This is a foreseeable thing. Unfortunately, the amount of funds in our fund is too small. At the same time, it does not have as much market influence as the 'Yu Hang Group', and it cannot drive market investment alone." Investors' sentiments will forcefully create space and money-making effects in the line of 'technological growth', thereby stimulating the entire market's capital and hype to converge here, and we can only passively follow the market trend."

"Hey..." Shao Xiaoyun frowned and sighed.

And now, at the same moment.

In the main fund trading room next door to the discussion room between the two.

Liu Guanhai, the fund manager of the 'Yinghui No. 1' fund, stared at the two markets, his brows also furrowed, and he didn't speak for a long time.

It is different from the ‘high-low switching’ low position adjustment strategy of the ‘Yinghui No. 2’ fund.

At the current stage, the main holding chips of the 'Yinghui No. 1' fund are still concentrated on the core popular main lines of the market such as 'infrastructure' and 'military industry'.

After all, Liu Guanhai used to be smart enough to predict market trends.

In the market trend in June, the fund's net value fell back and forth due to the wrong pace of the market and was slapped in the face by the market, resulting in a crazy retracement of the fund's net value.

So, after this lesson.

He no longer takes the initiative to predict market conditions, but is only willing to passively follow the market trend to hold positions and take advantage of trading opportunities on the right side.

And it is because of his persistence during this period and not being swayed by the market fluctuations that he has just harvested a large amount of profits from the continuous surge in the popular main lines of the market, "infrastructure" and "military industry", and has also suffered a sharp retracement. The fund products have returned to a new high position in net worth.

"Mr. Liu, what's wrong?"

Sensing something strange in Liu Guanhai's expression, Yu Lei, the fund trading team leader, couldn't help but ask.

Liu Guanhai looked up at Yu Lei, recovered, and responded: "I feel that the market does have some signs of a 'high-low switching' trend. At the same time, look at the popular main lines of the market such as 'infrastructure' and 'military industry' in the past few days. As for the stock price trends and market performance of core stocks and concept leading stocks in the field, there are indeed a lot of main funds that are continuing to sell and perform sell-and-take profit operations.

With such a trend pattern and disk performance.

I am worried that once the market forms a "high-low switching" market trend, then the funds in the core main line areas of the market such as "infrastructure" and "military industry" will further flow out to take over and snap up some low-level main line chips!

If the market changes according to this trend, if we do not adjust positions in time to respond, we will most likely lose the market opportunity, may encounter a larger retracement, and at the same time lose the new main line market. Development.

But I am also worried that after we adjust positions and change investment strategies, funds from all walks of life in the market will be on these main lines at low levels.

There has been no consensus on expectations and funding.

As a result, the low-level main lines could not get out, and then various funds returned to popular main lines such as "infrastructure" and "military industry", further pushing up the stock prices of these major main lines.

In this way, we will also lose our chips and lose the market.

Thinking of the changes during this period, it's always difficult to make a choice in my heart, so... I feel a little distressed. "

After listening to Liu Guanhai's words, Yu Lei pondered for a moment and said: "We have suffered losses like this many times before. My suggestion is that we should stay still and hold positions to see the subsequent changes in the market. At this time, the market The trend and market rotation switching are quite chaotic.

At the same time, the funds from all parties do not form a unified force in the same direction.

Let’s talk about the areas where financial synergy is the strongest.

There is no doubt that at this time, ‘infrastructure’ and ‘military industry’ are still the most popular main areas in the market.

In this way, as long as the strongest synergy of funds has not changed significantly, other low main lines have not formed a sustained money-making effect and signs of synergy of funds, and there are no obvious opportunities on the right side, then I think... we should stick to the previous Strategy, no matter how the market fluctuates, we remain motionless. "

"Okay!" Liu Guanhai actually hesitated in his heart, but in general, he still preferred the strategy mentioned by Yu Lei. His face improved slightly, his eyes became brighter obviously, and he said with a genuine smile, "Then let's do it again Hold a position and wait to see where the market will go next and how it will change."

After saying that, Liu Guanhai turned his attention to the big market screen in the trading room again.

Continue to carefully observe the subsequent changes in the market.

Only in his observation...

As the market trading time goes by, when the low-level main lines of 'tech growth', 'big consumption' and 'big finance' are still unable to create high intraday space, they are unable to unite the main funds inside and outside the market to join forces, let alone attract a large amount of money. When the retail investors following the trend concentrate on following the market in one direction.

As the trading time approaches 11 o'clock in the morning.

Popular mainline stocks such as 'infrastructure' and 'military industry', which were originally subject to strong selling by a large amount of funds at the beginning of the trading session, went straight underwater. At this time, they rebounded strongly and quickly recovered the intraday losses set in the early trading.

Moreover, the main capital groups in the two cities have begun to move on a large scale from a number of low-level main-line fields and related core concept stocks that cannot achieve success and height, to the core of the market's popular main-line fields such as 'infrastructure' and 'military industry'. Stocks and concept leading stocks are returning!