Chapter 761 The Overall Recovery of the Core Storyline!

"Eh...the two markets actually recovered in the second half of the call auction."

Facing the already frozen call auction market of the two markets, at 9:26, in Yuhang, Yinhua Public Fund Company, in the 'Value Investment Mixed Selection' product trading room, Zhu Peng, the trading team leader and assistant fund manager, stared at the market with a little surprise: "It seems that the market is still stronger than everyone expected. This opening pattern will most likely turn red after the market officially opens for trading."

"It is mainly the core themes of 'big finance', 'big infrastructure', and 'military industry'. In the second half of the call auction, the trend has fully recovered." Sitting behind Zhu Peng, Zhou Yang, a fund manager, also stared at the already frozen trading market of the two markets, and squinted his eyes and said, "The 'Huagong International' check actually opened higher at a gain of more than 1.5%. I didn't expect it."

When Zhou Yang mentioned 'Huagong International 'This check, Zhu Peng immediately pointed out the market trend of this check on the computer interface and responded: "The check of 'Huagong International' has been very strong in recent times, and even if the market adjusts, its trend is obviously refusing to adjust.

As the saying goes, if it should fall but does not fall, it is strong.

From the trend of its market, this check seems to have the signs of becoming a new core weighted leading stock in the line of 'big infrastructure'.

However, our fund currently has no position on this check.

Mr. Zhou thinks... should we adjust our position appropriately? Increase the chips of the stock of 'Huagong International'?"

The core main line of 'big infrastructure' has been hyped up by the main capital groups of all parties for more than half a year under the background of the macroeconomic strategic planning of 'New Era Road and Maritime Silk Road'. Looking at the market trend of the entire main line, it is obvious that there is no sign of ending so far.

And the leading weighted stocks within this big main line.

In the continuous hype market, one after another.

From the initial ‘Huaguo Zhongye’, to ‘Huaguo Railway Construction’, to ‘Huaguo Communications Construction’, and to the recent ‘Huaguo South Locomotive and Rolling Stock Corporation, Huaguo Northern Locomotive and Rolling Stock Corporation’, even though the trend of these leading stocks is not as good as the concept stocks such as ‘Beijiang Communications Construction, Shibei Hi-Tech, Shanghai Construction Engineering, Dalian Heavy Industry, Yingkou Port…’, their performance is still far better than the overall market performance. Therefore, once such stocks are found, especially when there is an obvious opportunity to build a position, special attention should be paid.

"Let's wait and see!" Zhou Yang replied, "The entire 'big infrastructure' and 'military industry' main lines are still oscillating within the box, and the 'Huagong International' check, although the trend is obviously stronger than the index and the corresponding sector index, it has not completely broken away from the previous box range.

In this way, it cannot be said that this check has already broken through.

The best time to increase positions is when its stock price breaks through comprehensively, and the certainty is the highest. At present... it is still a little short of the heat.

It is the 'big finance' line.

Whether it is the two major weight sectors of banks and insurance, or the two hot sectors of securities and Internet finance, it feels that they can't fall any further.

Since the core main line of 'big finance' can't fall any further.

The large number of active capital groups in the market will inevitably continue to converge towards this major main line area."

"Mr. Zhou means that the 'high-low switching' logic that previously supported the rise of the major main lines of 'big consumption', 'smartphone industry chain', and 'mobile Internet' will most likely not "If the market continues to be established, and the active short-term funds and speculative funds in these major main lines will also be siphoned by the "big finance", "big infrastructure" and "military industry" main lines, the market will not be able to continue, right?" Zhu Peng responded with a smile, "I think so too, so we have to reduce the positions of the major core lines of "big consumption", "smart phone industry chain" and "mobile Internet" in the past two days, and then invest in the major core lines of "big finance", "big infrastructure" and "military industry" to return to the main lines of "big finance", "big infrastructure" and "military industry". Concentrated holding strategy. "

Zhou Yang nodded slightly and said, "Yes, it is necessary to do so."

When the Shanghai Composite Index approached 3,500 points last week, but was unable to break through, they predicted that the market might adjust. At that time, they decisively established positions and stopped profits in the core stock chips of the main line fields of "big finance", "big infrastructure", and "military industry" held by some fund products, and bought some stocks in the low-level main line fields of "big consumption", "smart phone industry chain", and "mobile Internet".

Intended to make a wave of "high-low switching" in the market.

At the same time, they also wanted to avoid the core main line related industry sectors and concept sectors such as "big finance", "big infrastructure", and "military industry", and the stock prices of many core stocks held have retreated sharply.

Facts have proved that their choice at that time was right.

Although from the current perspective, the logic of the "high-low switching" of the main line of the market has not been unanimously recognized by various fund groups, but in the past two trading days, they still avoided at least 5% of the retracement by reducing positions and stopping profits at the right time.

Now, it is only natural to buy back the chips that were sold before.

Following the brief discussion between the two about the market and the slight adjustments to the trading strategy.

At this time, the trading time of the two markets has unknowingly come to 9:30. The short 5-minute suspension time is fleeting, and the entire market has once again ushered in the official continuous bidding trading period.

I saw the stagnant disk start to jump again.

And along with the jumping of the disk, countless capital groups are buying and selling fiercely on the disk.

At 9:31, in just one minute, the Shanghai Composite Index, Shenzhen Composite Index, and ChiNext Index, several major weighted indexes, turned red and rose, opening low and going high.

At the same time, after quickly trading more than 1,500 lots, ‘Huake Shuguang’ continued to close the daily limit.

And the check of ‘Huagong International’ has further increased its increase to nearly 2%. There are also a number of popular stocks in the main line of ‘big finance’ such as ‘Oriental Fortune, Flush, Great Wisdom…’, which are also rising synchronously and rapidly.

At 9:32, ‘Flush’ turned red and rose, swallowing up all the low opening ranges.

At 9:33, the A50 index turned red, and the two major weighted industry sectors of banking and insurance rose by about 0.2% during the day. At the same time, the "Securities" sector index rose sharply, and "Huaxin Securities, Huashang Securities, Huatou Capital, Huaxin Securities, Western Securities, Southwest Securities, Xiangcai Securities, Founder Securities, Pacific Securities..." A number of constituent stocks rose rapidly and went straight to the red market.

At 9:34, "Quantong Education" hit the daily limit.

At 9:35, "Quantong Education" closed the daily limit, forming a trend of three consecutive daily limits, and the monster stock pattern began to emerge. At the same time, the "Internet Online Education" concept sector index also followed the trend and rose rapidly, and a number of constituent stocks in the sector field also followed the trend and rose rapidly.

At 9:36, following "Quantong Education", "Shanghai Steel Union" followed the trend and rushed to the board. At the same time, "Shanghai Sanmao, Shanghai Construction, Beijiang Communications Construction, Leiman Optoelectronics..." A number of old monster stocks followed suit.

At 9:37, the share price of ‘Shanghai Steel Union’ hit the daily limit.

At 9:38, the share price of ‘Shanghai Steel Union’ hit the daily limit. The ‘old monster stocks’ line in the early stage of the market, when the ‘big finance’, ‘big infrastructure’ and ‘military industry’ core lines fully recovered and rose, not only did not extinguish, but the hype enthusiasm became more and more hot.

At 9:39, ‘Lanshi Heavy Equipment’ turned red and rose, and the share price rose by more than 1%, which fully liberated the bottom-fishing funds that took over this check yesterday, and once again demonstrated an extremely strong money-making effect.

At 9:40, driven by the sharp rise of ‘Lanshi Heavy Equipment’ in the red market, the intraday decline of ‘Chengfei Integration’ was also narrowed by lightning, pointing directly to the red market state. At the same time, in the continuous abnormal movement of these two checks, as the affiliated sector of these two checks, the ‘National Defense Military Industry’ industry sector also rose straight to the red state.

At 9:41, ‘Huaxin Securities’ turned red and rose, with a daily turnover of around 1.5 billion.

At 9:42, ‘Tonghuashun’s’ daily increase reached 1.5%, and the market was flooded with buying orders.

At 9:43, ‘Huagong International’’s daily increase reached 2%.

At 9:44, the relevant industry sector indexes in the field of ‘big infrastructure’, such as machinery and equipment, non-public transportation, building decoration, building materials, steel, etc., turned red one after another. After two consecutive days of adjustment, the entire ‘big finance’, ‘big infrastructure’, and ‘military industry’ main lines once again demonstrated a strong money-making effect and a strong trend attitude.

At 9:45, the Shanghai Composite Index increased by more than 0.3%. At the same time, the Shenzhen Composite Index and the ChiNext Index began to lag behind the Shanghai Composite Index. Of course, at the moment when the Shenzhen Composite Index and the ChiNext Index lagged behind the Shanghai Composite Index, that is, when the overall market pattern began to shift to the core main lines such as "big finance", "big infrastructure", and "military industry", the "film and television media" sector still performed strongly and still occupied the first place in the growth list of industry sectors in the two cities.

At 9:46, the A50 Index rose by more than 0.1%. At the same time, the intraday increase of its main stock index futures contract still caught up with the Shanghai Composite Index.

At 9:47, the number of stocks in the red market in the two cities reached about 1,500 again.

At 9:48, the number of industry sectors in the two cities that were in a downturn was less than ten. Among them, the securities and defense industry sectors, which were relatively weak during the call auction and were once the leading industry sectors in the two cities, have now turned red.

At 9:49, ‘Fushun Special Steel’ rose straight up, with the share price reaching more than 5%. At the same time, the steel sector, nuclear power, and special steel sectors all moved synchronously.

At 9:50, the intraday increase of ‘Lanshi Heavy Equipment’ expanded to about 2.5%, and it continued to rise.

At 9:51, the Shanghai Composite Index rose to 0.4%. A number of industry sectors and concept sectors in the three core main lines of ‘big finance’, ‘big infrastructure’, and ‘military industry’ have all turned red and risen.

"Fuck, it opened low and ended high, and the core themes of 'big finance', 'big infrastructure', and 'military industry' have all rebounded and risen, and the two markets have seen explosive volume trends in the same time period." At 9:53, Zhou Kan, who was staring at the trends of the two markets in the main fund trading room inside Yuhang and Yuhang Investment Company, saw that the market suddenly counterattacked strongly after opening low and turned red. He couldn't help but exclaimed excitedly, "It's really a bull market. This trend is so strong. Fortunately... Fortunately, our main positions have not moved. Today, the net value of our main fund products should finally have a big counterattack trend!" (End of this chapter)