Chapter 883 Bull market expectations are beginning to weaken!

Finally, when 11:30 noon arrives.

The Shanghai Stock Exchange Index, the Shenzhen Stock Exchange Index, and the ChiNext Index all fell back a lot, and the core main lines such as 'Big Finance', 'Big Infrastructure', and 'Military Industry', the corresponding industry sectors, concept sectors, and many popular stocks and heavyweight stocks , also fell sharply near midday, and there was a relatively concentrated selling pressure.

On the other hand, the concept theme sector of 'film and television media' continues to be independent of the core main lines of the two cities and continues to show a strong upward trend.

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

There are also relatively low-level weak main sectors such as ‘non-ferrous cycle’, ‘petrochemical industry’ and ‘coal’.

However, as the midday session approached, some active buying was ushered in, and the performance was relatively stronger than the main lines of 'big finance', 'big infrastructure', and 'military industry' that had fallen back.

Faced with the closing situation of the two cities at noon.

Many investor groups inside and outside the market are somewhat disappointed.

"What are you doing? Why do you feel that the market conditions are changing so fast? I finally chased a stock of securities, but I didn't expect to lose money again at the close of the afternoon."

Amidst the heated discussions among countless investors.

Among the investors gathered in the discussion area of ​​the trading platform, some people felt helpless.

"Is it possible that the rebound in the main lines of 'big finance', 'big infrastructure' and 'military industry' is just over? It shouldn't be, right? It hasn't lasted for half a day?"

"This rotation speed is almost the same as an electric fan."

"Sigh, I feel like I'm still unsteady at 3,600 points."

"'Big Finance' will be a trap today, right? Look at this pattern..."

"Obviously, the trend is to trap people. At least for now, the main lines of 'big finance', 'big infrastructure' and 'military industry' are still not in the end."

"Damn it, it's so poisonous. I copied it and got buried again."

"Every day it either rises higher and falls back, or opens lower and moves lower. There is something really wrong with the recent market trend. Isn't this a bull market? Doesn't this look like a bull market?"

"It's not stable at 3,600 points. The bull market pattern is really doubtful."

"Major institutions also said that it would reach 4,000 points by the end of the year. Now it seems...it is simply impossible. If it remains within the shock range of 3,500 points to 3,600 points, I think it will be good."

“Can you trust what the agency says?”

"It's weird if you can believe it. Institutions and robots, what they say is contrary to the market trend."

"Institutions lose half of their money."

"Oh, I entered the market last week and already lost 20%. It was because the institutions collectively sang too much that I came in. Unexpectedly... I came in and took over."

"It's crazy, this trend... I feel like the market will continue to fall in the afternoon!"

"What's going on? I've reached the highest point in the session."

"The core lines of 'big finance', 'big infrastructure' and 'military industry' are hopeless, but the 'film and television media' line is indeed very strong!"

"Indeed, it seems like the only bright spot between the two cities."

"Especially the concept sector of 'Internet Online Education' is really ridiculously strong. The stock of 'All Access Education' has been on the board for three consecutive times."

“I feel like the ‘all-access education’ check is showing signs of becoming the leading concept in the two cities.”

"The third board and fixed dragon should already be the conceptual leader of the two cities, right?"

"We still have to look at it, but at this time, the risk of chasing the 'All Access Education' check is definitely much lower than the risk of chasing the 'Bluestone Heavy Equipment' and 'Huake Dawning' checks."

"The old faucets are not as good as dogs. The two checks 'Blue Stone Heavy Equipment' and 'Hua Ke Dawn' are really weak now. Alas... I don't know if there is any hope for these two checks. I bought a lot of bargains in the morning.' Although Blue Stone Reload's chips are still profitable now, I don't know if they can come out safely tomorrow."

"It's hard to tell. As for the 'Blue Stone Reload' check, when the midday session was approaching, the market fell back quite quickly."

"Is it mainly influenced by the main line of 'national defense and military industry'?"

"Talk about the core themes of 'big finance', 'big infrastructure' and 'military industry'. Has the underlying investment logic changed? Is there really no hope of reversing the trend in the future?"

"I don't know. At least for now, there is a lot of selling pressure."

"Well, in the final analysis, it is still these main lines. The previous rise has been too much, and there are too many profit orders accumulated on the market. For a while, the vitality chips cannot be cleared quickly, and the profit orders cannot be cleared quickly. , then there will naturally be great hesitation in accepting the funds for subsequent intervention.”

"Yes, it rose too much, that's the root cause."

"Why do I think it was affected by the large-scale sales of the main institutions of the 'Yuhang Department' headed by President Su?"

"As for the two core lines of 'big finance' and 'big infrastructure', with a market value of trillions or even ten trillions, Mr. Su doesn't have that much energy, right?"

"President Su was able to detonate the continuous plummeting of the core main lines of 'big finance', 'big infrastructure' and 'military industry' because these core main lines have already reached the position of adjustment, not because of the fact that Mr. Su is in charge The 'Yu Hang Series' was sold, and these core main lines fell."

"Yes, the sale of funds from the 'Yuhang Department' managed by President Su is just an inducement."

"Recently, Mr. Su's 'Yuhang Department' funds have completely disappeared from the Dragon and Tiger list. I don't know what happened?"

"What else can happen? The position reduction must have been completed."

"The reduction in position must be a big reduction, but it is strange that there is no further purchase."

"This shows that the main funds of the 'Yuhang Department' managed by President Su are currently...still bearish on the stock market."

"I agree. I feel that the 'Yuhang Group' headed by Mr. Su is definitely continuing to be bearish on the stock market. Alas... so many institutions in the industry feel that they are far less powerful than Mr. Su in terms of understanding the market and judging market trends. .”

"That's for sure, otherwise why would so many institutions be harvested by President Su?"

"If the core main lines of 'big finance', 'big infrastructure' and 'military industry' still cannot support the market at this stage...then does it mean that in the subsequent market trend, its core hot spots will be And the main line market will return to the main line areas such as 'big consumption', 'mobile Internet', and 'smartphone industry chain'?"

"Is this a high probability? I feel that the core lines of 'big finance', 'big infrastructure' and 'military industry', as well as the core lines of 'big consumption', 'mobile Internet' and 'smartphone industry chain', have already A seesaw effect has formed. In the last ten minutes of midday closing, a number of major financial groups in the two cities have also concentrated on 'big consumption', 'mobile Internet' and 'smartphone industry chain'."

"However, I still think the 'film and television media' line is stronger."

"Yes, at this time, I would rather be in the 'film and television media' line than pursue the two main lines of 'big finance' and 'big infrastructure'."

"With such a strong volume performance in early trading, I didn't expect that there was still no sustained rebound trend."

“This market trend shows that the Shanghai Stock Index’s support at 3,600 points is not strong enough.”

"The main reason is that there is no resonance between market sentiment and funds."

"The two core lines of 'big finance' and 'big infrastructure' feel that they can no longer focus on stimulating market sentiment and guide the market to continue to break upward."

"Isn't it mainly because the chip structure of the two core main lines of 'big finance' and 'big infrastructure' is fragmented?"

"Yes, I also think that the profit margins on the two core lines of 'big finance' and 'big infrastructure' are too heavy, and there is no possibility of returning to the upward trend at present."

"But I think there are still no problems with the underlying investment logic of the two core lines of 'big finance' and 'big infrastructure', right?"

"I don't think there's any problem either."

"If this is a bull market, then the securities sector will definitely continue to rise."

“But is this still a bull market?”

"If the Shanghai Stock Index can stabilize near 3,500 points, it will be a bull market. If it cannot stabilize, then the logic of the bull market may be loosened."

"That is to say, if the Shanghai Stock Index cannot stabilize at 3,500 points, then the securities sector, oh, no... the entire 'big financial' main line sector, will continue to fall?"

"It's very possible."

"Now the whole main line of 'big finance' is to kill expectations, and it is possible to kill logic in the future."

"It's okay to kill expectations. I'm afraid of killing logic. After all, if you kill expectations, you can still have a bottom. If you kill logic... you really can't see where the bottom will be."

"All in all, it's always right to avoid the 'big financial' sector at this time."

"Yes, even if there is no problem with the logic of the bull market, there is no problem in waiting a month or two until the logic of the 'securities' sector becomes clearer and the performance becomes clearer before participating."

"Last year's market trend was that the Shanghai Stock Exchange Index did not move, but the ChiNext Index almost doubled. This year's market trend was that the ChiNext Index almost did not move, but the Shanghai Stock Exchange Index almost doubled. Looking at it this way... I feel that the core of the market behind it is down. Point, there is a high probability that it will be in the field of small and medium-cap growth stocks dominated by the GEM Index."

"Yes, for now, the probability of gaming is definitely higher for small and mid-cap growth stocks."

"No matter how the market changes next, there is a high probability that small and mid-cap growth stocks will be stronger than heavyweight stocks. After all, the profit margin of small and mid-cap growth stocks is much smaller!"

"It's not just about profit margins, but also about the adjustment cycle and chip structure. It's much better than heavyweight stocks."

"That's true."

"In short, in the face of uncertainty, it is always right to avoid the main line of 'big finance'."

“However, today’s trend of the three core stocks in the ‘Internet Finance’ sector, ‘Great Wisdom, Flush, and Oriental Fortune’, is not weak, and I feel that there is a possibility of continued rebound.”

“I feel that the trend of the ‘Internet Finance’ sector is somewhat different from that of the ‘Securities’ sector.”

"It's the same. The logic behind the strength of the 'Internet Finance' sector before was still the expectation of a bull market. Now the bull market expectations have weakened, and the underlying logic of the bull market has begun to loosen. The expectations of the 'Internet Finance' sector, as well as the fundamentals, are definitely still the same. There will be a shift that will lead to a reversal.”

"At present, the relatively safe sector is definitely 'film and television media'."

"In the 'film and television media' sector, expectations are indeed the strongest at the moment, but... I feel that the valuation is not cheap, and I still feel a bit reluctant to make a move."

“Can the valuation of growth stocks be the same as that of heavyweight stocks?”

"Everyone, how about this check from LeTV?"

"If the line of 'film and television media' is going to continue to be hyped by major funds, then I think the check for 'LeTV' will definitely be unavoidable."

"The check from 'LeTV' is pretty good, I believe Mr. Jia."

"The two checks of 'Enlight Media and Huace Film and Television' should be very strong."

"No matter what, if you want to buy tickets at this time, the 'Film and Television Media' line is definitely better."

With the heated discussions among the retail investors gathered on the trading platform, as well as the heated discussions among the entire network of investor groups.

The one and a half hour break at noon can be said to be fleeting.

Unconsciously, 1 o'clock in the afternoon arrived, and after the two markets were suspended for an hour and a half, and after the continuous noon mood brewing, the two markets once again ushered in the trading period of continuous bidding.

I saw the market had just started trading again.

The Shanghai Stock Exchange Index, Shenzhen Stock Exchange Index and ChiNext Index continued to fall rapidly under the influence of midday sentiment.

Moreover, relevant industry sectors and concept sectors in the core main fields of 'big finance', 'big infrastructure' and 'military industry', as well as a number of popular stocks and heavyweight stocks that showed a strong rebound in the morning, have also encountered the situation again at this moment. The concentrated selling force is overwhelming.

At 1:01, in just one minute, the Shanghai Stock Index's intraday gain shrunk back to less than 1%.

At 1:02, the two major industry sectors, securities and national defense and military industry, saw their daily gains shrink to less than 5%. At the same time, "Huaxin Securities, Huatai Securities, Huatong Securities..." and other heavyweight stocks in the securities sector, The main capital trading situation on the market has changed from the previous net inflow situation to a net outflow situation.

And at the same time.

The 'Film and Television Media' industry sector index, which has attracted much market attention, has risen sharply, instantly squeezing into the top position of two cities and one industry sector, and the intraday increase of its industry sector index has exceeded 3%. The rising position shows an extremely strong breakthrough pattern.

And there are a number of concept sectors and heavyweight stocks in its sector area.

After the market opened in the afternoon, a wave of concentrated long-selling funds quickly ushered in, causing stocks such as LeTV, Huace Film and Television, Enlight Media, Huayi Brothers... to skyrocket to an intraday increase of more than 3%.

At 1:03, 'Internet online education', 'mobile games', 'film and television production', 'celebrity stock participation' and other related conceptual theme sectors have changed again, and have begun to occupy the top of the growth list of concept theme sectors in the two cities. Among them, 'Internet Online Education' has begun to set off a rising trend. Many stocks in the sector have skyrocketed to a market increase of more than 7% due to extremely aggressive buying funds. (End of chapter)