Chapter 619 The Timing of Adjusting the Position 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 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 miserable. The investment sentiment and confidence of the entire market have reversed. At this time, the more you are afraid of heights and the more hesitant you are, the easier it is to go short."

"Damn it, I feel like I'm missing out on the market, which is 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 it yesterday. It's really uncomfortable 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 superimpose the main lines of 'infrastructure' and 'military industry', and even the 'Eurasian Economic Belt', 'New Era Road, Maritime Silk Road', and 'State-owned Enterprises'" "The reform and reorganization of state-owned enterprises are stocks with several core concepts and themes. These stocks are definitely the core leading stocks where market funds focus on speculation and trading."

"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 and State-owned Enterprise Reform "Reorganization' is the core concept theme sector, and it will still be the direction where funds are concentrated for speculation and market making."

"In a word, it is enough to hold stocks in 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 is bound to 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 'technological 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", they generally have a PE valuation of 10 to 20 times. How can this even be a 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 'technological growth', after all, the two industries are different, but it should at least reach about half of the core stocks in the main line of 'technological growth', right?"

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

"No, if we talk about undervaluation, 'big finance' It is still more prosperous. "

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

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

"On the whole, the valuation of the "technological growth" line is still the most expensive in the market, even more expensive than the core stocks of the "military industry" sector. "

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

In the extremely intense and exciting discussions of many retail investors...

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

In just five minutes of suspension, after the market investment sentiment was further brewed, once the market opened, the concept sectors and industry sectors dominated by "infrastructure" and "military industry", as well as the concept sectors and industry sectors centered on the main themes of "Eurasian Economic Belt", "New Era Road, Maritime Silk Road", and "Reform and Restructuring of Central Enterprises and State-owned Enterprises" were all concentratedly rushed by the capital groups inside and outside the market. The corresponding concept sectors, industry sectors, and the corresponding core concept stocks have rapidly exploded and continued to set new intraday highs.

And in the entire market, the weak main investment sectors.

Main investment sectors such as "big consumption", "big finance", "nonferrous cycle", and "technological growth" are also at this moment. , Continue to be sucked by popular main investment sectors such as "infrastructure" and "military industry", and funds show a relatively obvious net outflow state.

When this market pattern and trend pattern are further interpreted.

When a number of core stocks in the hot main investment sectors such as "infrastructure" and "military industry" further refreshed intraday highs, rebound highs, and annual highs, the money-making effect of these hot main investment sectors was further expanded to an exaggerated level.

The entire market's investor group also further flocked to these core main areas.

However, just as everyone was optimistic.

And the entire market's hot main lines such as "infrastructure" and "military industry" also exploded rapidly, further refreshing this round of rebound highs, leading the index to hit 2,900 points.

Around 10 o'clock in the morning.

Similar to yesterday's morning trading, the huge concentrated selling once again appeared in the two main investment sectors of "infrastructure" and "military industry", as well as the concept sectors and industry sector core stocks with "Eurasian Economic Belt", "New Era Road, Maritime Silk Road", "Central Enterprises and State-owned Enterprises Reform and Restructuring" as the core concepts and themes.

Such concentrated funds selling has made the trading volume in these core main areas.

In an instant, it was further enlarged.

At the same time, the amount of funds concentrated on selling on the market for popular leading stocks such as China Airlines Heavy Machinery, Hongdu Aviation, Beijiang Communications Construction, Shanghai Construction Engineering, Tianshan Cement, Fushun Special Steel, Huaxin Special Steel, etc. was even greater, and this selling force, once it continued to emerge, directly suppressed the buying orders that were taken over, and the stock prices of the corresponding stocks were directly knocked down from the high point, causing these stocks to dive rapidly.

When the two markets hit a number of concept leading stocks with high hype and high space.

They were all hit by extremely heavy active selling, and there was a rapid diving trend.

In the entire market, other corresponding concept stocks, as well as the main line core stocks, were also quickly affected, and the selling force on the market also increased dramatically, showing an obvious large-volume stagnation, or a large-volume correction and decline.

When both large and small stocks were squeezed by the selling force.

The two main investment sectors of "infrastructure" and "military industry", as well as the concept sectors and industry sectors with the core concepts of "Eurasian Economic Belt", "New Era Road, Maritime Silk Road", and "Reform and Restructuring of Central Enterprises and State-owned Enterprises" were also forced to fall and adjust.

At the same time, when the core main lines fell and adjusted one after another.

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

Around 10:30, the entire market, the Shanghai Composite Index had already swallowed up all the gains in the morning session in the process of rising and falling, and the two major industry sectors such as "infrastructure" and "military industry", as well as the corresponding concept sectors with the core concepts of "Eurasian Economic Belt", "New Era Road, Maritime Silk Road", and "Reform and Restructuring of Central Enterprises and State-owned Enterprises" were even more in the huge shock of rising and falling, swallowing up all the gains in the session.

Of course, in the rapid changes in the relevant indexes, concept sectors, industry sectors, and corresponding core stocks and concept leading stocks in the entire market.

The corresponding main capital flows are also changing rapidly.

In the early trading session, the popular main-line sectors such as "infrastructure" and "military industry" and the corresponding hot stocks, which were sought after by the entire market funds, began to show a continuous outflow trend after absorbing a large amount of active funds in a short period of time.

And corresponding to these core main-line sectors and hot stocks.

The weak main-line sectors that once had net outflows of funds in the early trading session, such as "big finance", "big consumption", "non-ferrous cycle", "technological growth" and other main-line fields, after the outflow of funds at the beginning of the trading session, have subsequently welcomed the attention of the main forces of large funds. There are traces of large net inflows of funds in the sectors and the corresponding core stocks, and the buying power undertaken by the market has also been significantly enhanced.

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

Seeing the flow of the main funds in the market, as well as the changes in the corresponding core lines and core stocks, at this moment, in the Magic City, inside Zexi Investment Company, in the main fund trading room, Zhou Kan's eyes were like torches. After pondering for a moment, he turned his gaze to Xu Xiang beside him and 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 time to switch."

"Hehe... I really didn't expect it..." Zhou Kan smiled lightly and said, "Yesterday's negative situation did not cause the market to show an obvious switching trend, but today it did."

Xu Xiang responded, "This is also normal. After all, under the direct impact of negative news, funds will only concentrate on the areas with the strongest liquidity and the highest profit-making effect in the market. This is also the reason why the popular main lines of the market, such as "infrastructure" and "military industry", fell sharply in the early trading yesterday, and almost completely recovered the intraday losses and reversed the trend.

However, it is undeniable that...

The popular main lines of the market, such as "infrastructure" and "military industry", have accumulated a lot of profit after a quarter of continuous rise.

At the current position, the previously locked profit funds have noticed the possible risks in the market.

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

At the same time , because several popular main lines, the corresponding core component stocks, and the concept leading stocks have been hyped to a certain high level, the required amount of funds to undertake is getting bigger and bigger. With a large number of profit-taking plates stopping profits, it is difficult to continue to open up new space.

In this way, under the profit-taking plate smashing the plate to stop profits.

In the market, smart funds began to look for the main line sectors that can undertake the adjustment of popular main lines such as "infrastructure" and "military industry" at a low level, and switch the market high and low. It is not difficult to understand. "

"Well!" Zhou Kan nodded and said, "Then boss... At this time, we can also stop profits on a large scale in the two major industry main lines of "infrastructure" and "military industry", as well as the corresponding concept sectors of "Eurasian Economic Belt", "New Era Road, Maritime Silk Road", and "Central Enterprises and State-owned Enterprises Reform and Restructuring"? At the same time... Our planned position building plan in the direction of "big finance" can also be implemented on a large scale, right? "

Since the market has shown obvious high-low switching trends and market performance.

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