Chapter 752 Scattered Market Hot Spots!

At 9:45, the decline of the two stocks of ‘China South Locomotive’ and ‘China North Locomotive’ widened to 3%, and there were relatively concentrated main selling orders on the market, with large selling orders of thousands or even tens of thousands of hands, which can be said to be endless, causing the intraday trading volume of the two stocks to show a trend of continuous increase.

At 9:46, ‘Hongdu Aviation’ instantly fell and plunged straight to the 7% decline mark.

At 9:47, the ‘National Defense Military Industry’ industry sector index, the intraday decline widened to the 2% mark, and within the sector, ‘Chengfei Integration’ and ‘Lanshi Heavy Equipment’ have both hit the limit down.

At 9:48, the ‘Food and Beverage’ industry sector moved again, especially the ‘Liquor’ sector, ‘Qianzhou Moutai, Luzhou Laojiao, Wuliangye, Yanghe Shares...’ and many other heavyweight liquor stocks rose, among which ‘Qianzhou Moutai’ rose by 2.5% intraday.

At 9:49, the decline of the securities sector widened to 1.2%, among which Founder Securities fell again by 5%.

At 9:50, the intraday decline of ‘Tonghuashun’ reached 5%, and the intraday trading volume continued to increase, and the divergence between long and short positions on the market was once again amplified.

At 9:51, the constituent stocks of the ‘Internet software’ and ‘Internet application’ industry sectors such as ‘LeTV’, ‘Netspeed Technology’, and ‘Huaguo Software’ continued to rise. Among them, the intraday increase of ‘LeTV’ expanded to 1.5%, continuing to strengthen against the trend.

At 9:52, the intraday decline of the two major weight sectors of banking and insurance expanded to 0.6%.

At 9:53, the intraday decline of the ‘Internet Finance’ sector index expanded to around 1.5%, and the signs of differentiation and tearing of the stocks within the sector became more and more obvious. Among them, the leading stocks of the sector, such as ‘Dazhihui, Tonghuashun, Dongfang Fortune, Hengsheng Electronics, Jinzheng Shares, Yinjie Technology, etc., which had risen continuously before, retreated and fell, while the old monster stocks in the sector, such as ‘Shanghai Steel Union, Tianyu Information, Huake Jincai, etc., continued to strengthen and became the leading stocks of the entire concept sector.

At 9:54, the two major industry sector indexes, ‘Internet Software’ and ‘Internet Application’, expanded their gains to around 1.67%, becoming the top two leading industry sectors in the two cities’ industry sectors.

At 9:55, the two markets formed a trend pattern with the "Internet software", "Internet application", "automobile", "food and beverage", "home appliances", and "pharmaceutical business" leading the rise, while the "defense and military industry", "securities", "commercial real estate development", "building decoration", "building materials", "banking", and "insurance" leading the decline.

At 9:56, the active main capital groups in the two markets once again gathered in the fields of "big consumption", "mobile Internet", and "smartphone industry chain".

At 9:57, the stock price of "Oriental Fortune" also continued to dive, reaching the 5% decline mark within the day.

At 9:58, the Shanghai Composite Index fell by 1% within the day under the influence of the adjustment and decline of the core main lines of "big finance", "big infrastructure", and "military industry", and lost 3430 points.

At 9:59, ‘Huagong International’ rose rapidly, from a drop of nearly 2 points underwater, it turned red in a flash.

At 10 a.m., with the rise of ‘Huagong International’, a number of infrastructure stocks with the Chinese character ‘Hua’ followed the abnormal movement and rose, but these infrastructure stocks with the Chinese character ‘Hua’ followed the trend, and their active buying capacity, after a wave of rapid consumption, still showed signs of continued weakness.

At 10:01, after half an hour of trading, the trading volume of the two markets reached more than 270 billion, which was reduced again compared with the same period yesterday.

At 10:02, ‘Quantong Education’ rose by more than 7%. The concept of ‘Internet online education’ further attracted the attention of active capital groups in the market, and also ushered in a large number of short-term capital groups to follow suit.

At 10:03, ‘Quantong Education’ hit the daily limit in a straight line.

At 10:04, ‘Quantong Education’ hit the daily limit, and the entire ‘Internet online education’ concept stocks followed suit.

At 10:05, the ‘Internet online education’ concept sector index rose from around 0.75% to more than 1.5%.

At 10:06, the ‘Internet TV’ concept sector also suddenly rose.

At 10:07, the share price of ‘LeTV’ hit a new intraday high, further expanding the intraday increase to the 4% increase mark.

At 10:08, a number of constituent stocks in the ‘Internet TV’ concept sector all received active buying.

At 10:09, the share price of ‘LeTV’ once again expanded to the 5% increase mark.

At 10:10, the ChiNext Index turned from green to red.

At 10:11, the intraday increase gap between the Shanghai Composite Index and the ChiNext Index once again expanded to more than 1%, and this phenomenon has not occurred since the Shanghai Composite Index broke through 3,000 points.

At 10:12, the intraday decline of the A50 Index reached 1.5%.

At 10:13, the intraday trend of the A50 Index and the trend of its related stock index futures narrowed the premium.

At 10:14, the increase of ‘Huagong International’ expanded to more than 1.3%. However, for the main line of ‘big infrastructure’, which showed obvious adjustments since the beginning of the morning session, the counter-trend strength of ‘Huagong International’ was limited, and it failed to fully drive the entire ‘building decoration’ and ‘building materials’ industry sectors, and the core component stocks and weight leading stocks in these two sectors continued to be under pressure.

At 10:15, the intraday turnover of ‘Huaxin Securities’ reached 2 billion. Compared with the volume performance in the same period yesterday and the previous volume performance, there was also a significant shrinkage phenomenon.

At 10:16, within the securities sector, the intraday decline of ‘Western Securities’ reached 3%, and the active selling of the former leading stocks increased significantly.

At 10:17, in the three core main line areas of ‘big finance’, ‘big infrastructure’ and ‘military industry’, none of the related industry sectors could maintain a positive market, and a trend of overall decline appeared.

At 10:18, the Shanghai Composite Index continued to fall, breaking through the 3420-point mark.

At 10:19, the A50 Index and its main stock index futures contracts fell back to within 0.1%, which was basically synchronized.

At 10:20, the share price of ‘Huagong International’ rose and fell.

At 10:21, ‘Hua Ke Jin Cai’ hit the daily limit, and a group of ‘old monster stocks’ in the market continued to perform.

At 10:22, the share price of ‘Huagong International’ fell back to the flat position.

At 10:23, ‘Hua Ke Jin Cai’ hit the daily limit, but it did not drive the ‘Internet Finance’ sector index to rebound significantly.

At 10:24, the intraday increase of ‘Qianzhou Moutai’ reached 3.5%. At the same time, the intraday increases of ‘Hengrui Medicine’ and ‘Changchun High-tech’ also reached the 3% mark.

At 10:25, the stock of ‘Yangtze River Power’ also rose by 2% during the day.

At 10:26, in the ‘complete vehicle’ sector, the stock of ‘Shanghai Automobile Group’ also rose by 2% during the day, but with the rise of the heavyweight stocks such as ‘Qianzhou Moutai, Yangtze River Power, and Shanghai Automobile Group’, the trend of the A50 index has not been reversed.

At 10:27, the indexes of the two major industry sectors of banking and insurance fell below the 1% mark.

At 10:28, the stock price of ‘Huagong International’ turned green again.

At 10:29, the intraday declines of the two stocks of ‘Huaguo South Locomotive and Rolling Stock Corporation and Huaguo North Locomotive and Rolling Stock Corporation’ refreshed the intraday low to around 4.5%.

At 10:30, in terms of the concept sectors of the two cities, the 'Yuhang holding concept' sector, which had been sought after by various capital groups in the market, and its constituent stocks, were all under extremely heavy selling pressure today. Many 'Yuhang holding constituent stocks were in a continuous decline.

At 10:31, the number of red stocks in the two cities remained around 50%, but the trends of the Shanghai Composite Index and the A50 Index were already terrible.

At 10:32, the intraday declines of the securities sector and the Internet finance sector index both reached 2%.

At 10:33, the net outflow of main funds in the entire 'big finance' main line field also reached the 3 billion mark again. More and more 'big finance' holding fund groups began to flee this core main line that has already shown an obvious continuous adjustment trend.

At 10:34, the intraday decline of 'Founder Securities' widened to 6%, once again setting a new intraday low, and completely swallowed up the continuous gains of almost a week before.

At 10:35, ‘Oriental Fortune’ plunged 5%.

At 10:36, ‘Huaxin Securities’ intraday decline also reached 3%, but the volume, compared with the previous few days, was still in a relatively shrinking trend.

At 10:37, ‘Shanghai Sanmao’ hit the daily limit.

At 10:38, ‘Shanghai Sanmao’ hit the daily limit, achieving two consecutive boards, but similarly, it failed to drive the ‘Shanghai Free Trade Zone’ concept sector to warm up.

At 10:39, the ChiNext Index, which had already achieved a red market rise, was once again pulled down by the falling Shanghai Index, causing the Shanghai Index, Shenzhen Index, and ChiNext Index to return to the green market state. At this moment, the entire market, only the SME Index can still maintain a barely red market.

At 10:40, the ST sector and the restructuring and backdoor listing sector moved abnormally.

At 10:41, in the field of ‘film and television media’, the concepts of celebrity shareholding and celebrity participation, as well as film and television production and mobile game concepts strengthened.

At 10:42, the decline of the ‘new stocks’ sector widened to 1.3%.

At 10:43, the concept theme sector of ‘sports industry development’, which had a strong correlation with ‘new stocks’ in the past, suddenly strengthened independently and rose against the trend. The core component stocks in its sector and the concept leader stock ‘Leiman Optoelectronics’ rose against the trend by 5%.

At this time...

It can be clearly seen that the hot spots in the two cities rotated and the concept themes were hyped.

After losing the guidance of the core main lines of ‘big finance’, ‘big infrastructure’ and ‘military industry’, it began to become obviously scattered. The main capital groups of all parties and the active short-term capital groups had different ideas and differences in the attack direction and the hype of hot concepts.

"The speed of this hot spot rotation is not keeping up!"

At this moment, the main hot money group in Yuhang, where Su Yu was, was refreshed with the discussion messages in the group.

Many hot money tycoons are watching the real-time changes in the two markets and seeing hot concepts changing, ranging from liquor, white goods, domestic software, mobile Internet, smartphone industry chain and other fields, to celebrity shareholdings, celebrity ownership and other fields. Equity participation, film and television production, sports industry development, ST sector, restructuring and backdoor... There are many conceptual hot areas, but there is no centralized direction of attack and sustained direction, so people can't help but complain.

"It seems that the three main directions of 'big consumption', 'mobile Internet' and 'smartphone industry chain' have not been unanimously recognized by the main financial groups in the market. Otherwise, today's hot spots would not be so scattered. , not so disorganized.”

"Yes, the hot spots are so chaotic, which shows that the capital groups that have withdrawn from core main areas such as 'big finance', 'big infrastructure', and 'military industry' have not been able to form a consistent attack direction, and the market has switched between high and low 'There is a divergence between the situation and the expected trend."

"The main reason is that except for the two core lines of 'big finance' and 'big infrastructure', there are no such clear and strong expectations in other directions of the entire market, and cannot be unanimously recognized by all financial groups."

"Since various financial groups cannot form a unified force in one direction, it means that there are still doubts about the subsequent market sustainability and money-making effects of these newly emerging hot spots and main areas!"

"The sustainability is inherently questionable. Are there strong enough expectations for the core line of 'big consumption'?"

"I would say that the current pressure on the two core lines of 'big finance' and 'big infrastructure' is too great. At the same time, there is no clear positive support in terms of news in the current market, which has led to the decline in stock prices. Retracement. Seeing that the market hot spots are so scattered, I feel that it will not take long for the capital groups chasing these scattered hot spots to realize that these hot spots do not have the sustained market explosive power and cannot form a consistent long situation and expectations. They will definitely reverse quickly. Go to the main lines of 'big finance' and 'big infrastructure'."

"There is no doubt that this is for sure, but before the funds from all walks of life turn back to the two core main lines of 'big finance' and 'big infrastructure', there is definitely still time and space for adjustment. In other words... at this time , it is still not a good time to increase positions in core stocks in the main line areas of 'big finance' and 'big infrastructure'!"

"That's true... But at this time, whether you hold shares, temporarily stop profits and reduce positions, or pursue other hot spots, it's quite uncomfortable. Just hold on. The stock price continues to retreat and you lose profits. Sell it. I don't know what to buy. ? And I don’t know how long it will last.”

"I can't hold it any longer anyway."

"I'm too lazy to bother. Since the expectations for the two main lines of 'big finance' and 'big infrastructure' are still there, let's adjust. Anyway, sooner or later the price will rise again."

"At present, the only hot spot in the market should be the hidden line of 'Old Demon Stocks Compensating for Increases', right?"

"Well, this hidden line is indeed worth noting. It is also the only hot spot in the entire market today where the money-making effect is relatively concentrated and strong."

"'Shanghai Steel Union', 'Shanghai Sanmao' and 'Quantong Education' have all reached their daily limit. The short-term profit-making effect should have been achieved. Those who participate today should also get a premium tomorrow."

"Yes, you can try to make tickets for 'Beijiang Communications Construction, Shanghai Construction Engineering, Huayi Brothers, Huaqingbao, Fushun Special Steel, Yingkou Port, Shibei High-tech, Beixin Road and Bridge...' I am It feels like this hidden line, and the number of financial groups paying attention to it, is still increasing.”

"What about 'big consumption'? In fact, the liquor, white goods, and automobile sectors are doing well today."

"Although the trend of 'big consumption' can still be seen today, compared with yesterday, it still shows a diminishing profit-making effect. Preliminary judgment is that it should be a rebound market, not a reversal of the continuous market. I think...' The technological growth line is more sustainable than big consumption.”

"To be precise, it should be the major industry sectors of 'film and television media', 'Internet software', and 'Internet application' in the main line of 'technological growth', right?"

"Yes, these are the major sections!"

"The domestic film market, with huge policy support and substantial box office subsidies, does have the potential to explode on a large scale, and as far as the film market and box office trends in the second half of the year are concerned, this trend is already there," Film and Television Media 'The sector is indeed worth noting, and it is indeed supported by continued future expectations. This sector is good. It is no wonder that the stock price of 'LeTV' can quickly reverse from the bottom."

“As for ‘Internet software’ and ‘Internet applications’, the logic behind this is that the ‘mobile Internet’ is still the hot spot!”

"These two major industry sectors can actually be combined with the main lines of 'big finance' and 'big infrastructure'."

"How to combine them?"

"Isn't that what Internet finance is? Doesn't it mean that the future...is the era of the Internet of Everything? There should be nothing wrong with hyping and making deals in this direction."

"What do you think about the direction of the 'smartphone industry chain'?"

"Have you been adjusting this direction for more than half a year?"

"The previous adjustment for the past six months was mainly due to the past two years. The new products released by Apple have not met everyone's expectations. In addition, investment expectations in the main line of the entire 'smartphone industry chain' are still too high. , even though the entire industry and industry chain companies are developing well, it should be difficult to achieve excess investment profits and sufficient expectations. "

"Yes, the expectation gap is a problem in hyping the main line of 'smartphone industry chain'. Everyone knows that the market of 'smartphone' will become larger and larger, which means that the valuation of related core stocks cannot be reduced at all. At the same time, the large number of chips lurking inside it are also unwilling to be easily sold. In this situation, it is difficult to hype and it is difficult to get out of the smooth upward trend when the main line of the entire 'smartphone industry chain' does not exceed market expectations."

"There are still too many smart people in the market, and you predict my predictions, which is difficult to deal with."

"In fact, the two major sectors of 'Internet software' and 'Internet applications' also have this problem. In the era of 'mobile Internet', everyone knows that this is a major trend. Expectations are high, so it is difficult to exceed expectations. Of course, it is difficult to have a smooth trend. "

"Compared to all, only the line of 'film and television media' is relatively better."

"'LeTV' is actually not bad. It has the expectation of 'mobile Internet', the expectation of 'fundamental reversal of the film and television industry', and the story of 'Internet TV' can be told."

"Is the concept of 'Internet TV' going to work?"

"I don't know, but the story is still very beautiful."

"I always feel uneasy about the company 'LeTV'. There are many concepts and stories, but how to transform them into performance is always a problem for this company!"

"It's enough to have a good story. The problem of performance realization should be left to long-term investment institutions!"

"That's true. There is still an essential difference between short-term investment thinking and long-term investment thinking. Others. "

"The Shanghai Composite Index is about to reach 3400 points. I didn't expect it to fall back so quickly. I thought that even if it was blocked at 3500 points, it would hover around 3450 points for a while."

"Rapid adjustment has its advantages. I don't think there is anything wrong with it."

"The Shanghai Composite Index should form a short-term box-shaped oscillation platform at this stage, right? The upper edge of the box has been found to be 3500 points. I wonder what the lower edge of the box will be?"

"It shouldn't be lower than 3300 points, right?"

"It's hard to say. Let's take it one step at a time. Recently, the overall money-making effect of the market should be weakened. I hope the adjustment will not be too drastic, otherwise it will hurt the bull market sentiment and confidence that have just been reversed."

"It shouldn't be too drastic, after all After all, the regulators also hope that the market can have a big bull market. Now, the bull market pattern of the market has just come out, that is, the bull market has just taken shape. Considering the direction of macroeconomic policies, the regulators will definitely not let this bull market, which has just taken shape, die. "

"That makes sense, but whether it is the Shanghai Composite Index, or the securities and Internet financial sector indexes in the main field of "big finance", or even the related weighted core stocks, the technical deviation is serious enough. If it is to step back on the important support moving average below, the time and space will not be too small. "

"In the past two days, investors who chased high positions will be uncomfortable for a while. "

"It is really not so easy to cross 3500 points. Fortunately, I was careful and did not add leverage. After this wave of market retracement, I can add leverage. ”

With the rapid update of messages in the group and the in-depth analysis of the market situation by many bigwigs in the group.

The trading time of the two cities has entered the last half hour of trading before the midday closing in the fierce trading.

As the trading time enters the last half hour before the midday closing.

The performance of the two cities has gradually stabilized.

The three main lines of "big consumption", "mobile Internet" and "smartphone industry chain" have led the rise, and the three main lines of "big finance", "big infrastructure" and "military industry" have led the decline. During this period, the market situation of each branch line hot spot has been performed and rotated.