Chapter 772 Different Choices, Different Endings!

In addition to the opening performance of major indexes.

The hot main lines of the two cities, as well as the performance of various industry sectors and concept sectors.

The leading ones in the two cities are still the core main lines of "big finance", "big infrastructure" and "military industry" which performed strongly after yesterday's reversal.

The leading decliners are the core main lines such as "big consumption", "mobile Internet" and "smartphone industry chain".

In the main line of "big finance", the two hot sectors of "securities" and "Internet finance" have opened higher by more than 1%. Among them, the securities sector index opened higher by 1.16%, and the Internet finance sector index opened higher by 1.28%.

After the securities and Internet finance sectors led the rise.

The major sectors of building materials, building decoration, non-public transportation, high-speed rail, steel and cement maintained a relatively leading trend.

Among them, the high-speed rail concept sector index opened higher by more than 1%, while the two major industry sector indexes of building materials and building decoration opened higher at 0.61% and 0.68% respectively.

After that, the "national defense and military industry" industry sector, as well as the "domestic large aircraft" and "nuclear power" sectors, performed more eye-catchingly. Among them, the "national defense and military industry" industry sector index opened higher by 0.59%, and the "domestic large aircraft" and "nuclear power" sector indexes opened higher by 0.79% and 0.83% respectively.

Then, the two major weight sectors of banking and insurance were also among the industry sectors that opened higher in the two cities.

Among them, banks opened higher by 0.29% and insurance opened higher by 0.32%. The two major weight sectors continued to significantly outperform the market index under the strong logical expectation of "big finance".

In the field of industry sectors and concept sectors that led the decline.

The stocks of the ‘smartphone industry chain’, as well as the related industry sectors and concept sectors, were hit hard by the sharp drop in the stock price of the US technology giant ‘Apple’ yesterday, and opened at a drop of 1%. Among them, the ‘consumer electronics’ concept sector index opened at a drop of 1.37%.

Then, affected by the general drop in technology stocks in the US stock market last night, today’s ‘mobile Internet’ main line, such as the two major industry sectors of ‘Internet software’ and ‘Internet applications’, as well as the related concept sectors such as ‘domestic software’, ‘smart city’, ‘mobile games’, ‘network security’, and ‘e-commerce’, all suffered heavy losses, and opened at a drop of more than 0.7%.

As for the top 20 hot stocks in the two markets...

First, the check with the highest market attention, 'Huake Shuguang', which almost broke out of the ceiling and floor mode yesterday, continued to open sharply lower by 6.22% today. Although it avoided the tragic opening trend of 'One Word Soul-Slaying Knife', it also showed a decline, and completely killed more than 2 billion funds that took over yesterday, showing an extremely tragic short-term loss effect.

Then, another monster stock with market attention second only to 'Huake Shuguang'.

The opening performance of 'Lanshi Heavy Equipment' was completely different from 'Huake Shuguang'. With the help of its strong follow-up buying, the stock price of this check rose steadily during the entire call auction process, and finally opened at a 6.21% increase, showing a substantial premium effect.

The subsequent popular stocks include ‘Tonghuashun, Western Securities, Huatou Capital, Great Wisdom, Shanghai Steel Union, Fushun Special Steel, Shanghai Sanmao, Huagong International, Dalian Heavy Industry, Yingkou Port, China Airlines Heavy Machinery, Hongdu Aviation…’.

Except for ‘Chengfei Integration’, which continued to open sharply lower by 5 points.

The other dozen popular stocks all achieved a high opening trend.

Among them, ‘Tonghuashun’ also maintained a 5% high opening position, and on its disk, the matching and delivery orders of the transactions during the entire call auction stage were even smaller than yesterday, which shows that while this check continues to set a new historical high and annual high, the internal chips are still well locked, and the medium and long-term capital groups holding this stock also clearly have the mentality of continuing to be reluctant to raise funds and sell.

In addition to the performance of the call auction of these popular stocks,

In terms of the overall performance of more than 2,000 stocks in the two markets, although several important indexes all opened low, there are still more than 1,000 stocks that maintained the pattern of opening high in the red market.

In general...

Even though the index showed a low opening pattern, through the opening patterns of a number of popular stocks and the opening patterns of individual stocks in the entire market, we can perceive the investment sentiment of the market, especially the sentiment of long positions and following the trend, which has not decreased much, and there is no panic selling at all.

This shows that the market is at this position and in the current trend pattern.

It still has strong resilience for long positions.

Faced with such an opening situation in the two markets... most of the investor groups inside and outside the market still feel that it is in line with expectations.

And a small number of investors feel that it is slightly beyond expectations.

Originally, according to the expectations of most investors, the US stock market fell sharply last night and fell below the rising trend line. Today, the Shanghai Composite Index should follow suit and show a corresponding sharp drop, but unexpectedly... the overall sentiment of the market and the actual situation on the market are obviously better than expected.

"This low opening pattern is better than pre-market expectations!"

When the time entered the short trading suspension period from 9:25 to 9:30, some retail investors gathered in the stock discussion areas of various trading platforms and expressed their feelings.

"Indeed, I thought the Shanghai Stock Exchange Index would open at least 1 point lower today, but unexpectedly... it would open slightly lower, which is completely acceptable."

"It feels like the market can open lower and move higher today."

"Maybe it will replicate yesterday's trend? I'm optimistic that the Shanghai Stock Index will continue to hit 3,500 points today!"

"Not to mention continuing to hit 3,500 points, I am very satisfied with the red market shock. After all, the external market has fallen for four consecutive times. Expectations cannot be too high. If you don't lose money, you will make a profit."

“In addition to the index performance slightly exceeding expectations, the performance of popular stocks also exceeded expectations somewhat!”

"The opening performance of the check 'Blue Stone Heavy Equipment' today exceeded expectations. It opened more than 6 points higher. It's really awesome. It completely misses the leading attribute of the check 'Huake Dawn'."

"It can't be called a stuck position. Originally, the core leader in the line of 'sub-new stocks' was the check of 'Blue Stone Reload'. Wasn't the market's consecutive record also created by this check? If you think about it seriously...' Huake Shuguang's check can only be regarded as following the trend. "

"It opened more than 6 points higher, and the call auction has not yet increased a lot. I always feel that the check for 'Blue Stone Reload' can continue to rise by the limit today!"

"There is a high probability that the price will continue to rise. The main force of the 'Rongcheng Gang' is really powerful."

"But it opened 6 points higher and is not far from the daily limit. This position is not easy to pick up!"

"The profit margin during the day is indeed not large, but if it is determined that it can reach the daily limit, given the current market enthusiasm for this check and the pattern of the 'Rongcheng Gang', there is a high probability that there will be a lot of room for premiums tomorrow."

"If there are three consecutive boards... there should be room for follow-up, right?"

"If there are three, then there are five. There is definitely no shortage of funds for the Blue Stone Reinstallation check, and if you take the check seriously, the adjustment time is not short. It has the possibility of making a big move."

"Let's wait and see after the official opening. If 'Blue Stone Reload' is on the market quickly after the official opening, I will chase another 10 hands of chips."

"If the limit rises really quickly...I'll chase 30 lots!"

"Hey, when I saw the trend of 'Bluestone Heavy Equipment' and then looked at the trend of 'Huake Dawn', I really felt like crying. When the two checks exploded at almost the same time yesterday, why did I just follow 'Huake Dawn'? As for the check from Shuguang, it’s almost 30 points every time. I really regret it.”

"There's something wrong with the check for 'Huake Dawn' when it opens today!"

"Yes, in the absence of any panic effect on the market as a whole, the opening position... is actually a bit low."

"This opening position is lower than yesterday's lower limit position. This sharp gap and low opening basically means that the short-term trend of this check is over."

"It's probably doomed. The more than 2 billion funds that were chased yesterday have all been buried after today's sharply lower opening."

"In one day, there are more than 2 billion in holding chips. With this opening form, there shouldn't be any major funds that dare to continue to pull up, right?"

"With this trend, 'Huake Dawn' is useless."

"Yesterday, there was a huge sale of institutions on the dragon and tiger list of 'Huake Dawn'. I knew that with this check, today's trend would definitely be over, and it turned out to be true."

“Maybe ‘Huake Dawn’ will drop to the limit today!”

"It shouldn't be possible, right? But if 'Huake Dawn' is at this position, if it falls to the limit again, it will be a short-term buying point."

"Yes, after a severe oversold, there should be a big rebound."

"Speculating on the rebound of 'Huake Dawn' is worse than chasing a 'flush' check."

"I have to say, the 'flush' check is really strong and really stable. It's either at a new high or on the way to a new high."

"The 'flush' check is really rising every day, it's so awesome."

"It's in this position. I don't dare to take it. What the hell... The more I don't dare to take it, the more violent the rise will be."

"This is the trend of big bull stocks!"

"The opening of 'Flush' today has greatly exceeded expectations. The opening... is simply unattainable."

"No matter how high it is, you have to buy it. The line of 'Big Finance' is going to rise, and it needs to continue to rise to open up space. I feel that the main funds in the market are speculating, so I can't avoid the stock 'Flush'."

"If you dislike the current stock price of the 'Flush' check, you can buy the 'Oriental Fortune' check as a substitute."

"The check from 'Oriental Fortune' is not low-level!"

"There is no good product when it is cheap, and good products are not cheap. The market trend is originally 'the strong will always be strong', and the popular stocks in the main areas of 'big consumption', 'mobile internet' and 'smartphone industry chain' are There are also more weak popular stocks in the main line fields such as 'Nonferrous Cycle', 'Coal', and 'Petrochemicals'. The positions of these stocks are low enough, and many of them are still at historical lows. Unfortunately... they just don't rise. "

"You still have to buy strong stocks!"

"Except for the two checks of 'Huake Shuguang' and 'Chengfei Integration', today's hot stocks actually opened pretty well."

“Hey, compared to the check from ‘Huake Dawn’, the check from ‘Chengfei Integration’ is rubbish.”

"What the hell, at the same time, the trend of popular stocks with the concept of 'large aircraft' and 'Chengfei Integration' is simply bizarre. The indexes of the two major sectors, 'large aircraft' and 'national defense and military industry', have been hitting new highs for a period of time. However, this check is either falling by the limit or plummeting. It is so weird that I can’t bear to look at it.”

"After the failure of the check restructuring of 'Chengfei Integration', are there any expectations? It has already become a junk stock, right? People who buy this stock should really reflect on it."

"I originally thought that after the resumption of the check, after the panic market broke out after the three limit-downs, there would be a strong oversold rebound. I never thought... I just want a little rebound profit, but this guy wants me. Now the principal has lost more than 20%, which is simply outrageous.”

"Stop your position as soon as possible. If you lose 20%, buy other strong stocks, you can make up for it soon. There is no hope of continuing to spend money on this stock."

"Have you not looked at the stock price position of 'Chengfei Integration' in May and June? As for the current position of this stock, compared with its starting position when it was speculated in the first half of the year, there are It’s close to a 2-fold increase. If the restructuring fails and the stock price falls back to its original point, it will still fall.”

"Damn it, I didn't expect this..."

"Hey, I'll stop the loss when the market opens. I'm really fooled by this check this time."

"Is everyone still chasing the 'Western Securities' check? It feels like the market for this check... is obviously not over yet."

"The market in the securities sector is definitely not over, but as far as the 'big finance' line is concerned, the elasticity of core stocks in the banking and insurance-weighted sectors is not as elastic as that of the core stocks in the securities sector, and the elasticity of the core stocks in the securities sector is It is obviously not as good as the core stock of the Internet financial sector, so...if I had to choose, I think it is more cost-effective to chase the check of 'Western Securities' at this time than chasing the three stocks of 'Flush, Great Wisdom, and Oriental Fortune'. After all, These tickets all follow the same market investment logic, but the flexibility space is obviously different. "

"It makes sense, then go for the 'flush' check!"

"What about 'Huagong International'? If you want to make steady progress and hold the position for a long time, is this check very suitable? It feels like this check has the leading position in the entire main line of 'big infrastructure'."

"'Huagong International' is good, and it is definitely the leading concept stock on the 'New Era Road, Maritime Silk Road'."

"However, this check is a fully-circulated stock with a market value of several tens of billions. As for the room for expectation... there is definitely room for it, but the room for flexibility should not be high."

"If you don't like the risks of market investment, chasing this check is not bad."

"The flexibility space is all relative. As for the 'big infrastructure' line, the stock price elasticity of 'Huagong International' is definitely better than that of 'Huaguo Construction, Huaguo Railway Construction, Huaguo Communications Construction, Huaguo MCC, Huaguo China Railway...'This big-ticket infrastructure-heavy stock with the prefix "China" is stronger, right?"

"I think if we want to pursue the line of 'big infrastructure', the most flexible ones are the core stocks of the two major sectors of 'steel' and 'cement', right?"

"I think the core stocks in the 'commercial real estate development' sector will be more elastic."

"For real estate stocks to explode, the property market must explode first. After all, the performance of real estate companies lags behind the actual outbreak of the property market."

“In the core area of ​​‘big infrastructure’, isn’t ‘high-speed rail’ the most core hot spot?”

"'China South Locomotive' and 'China North Locomotive'? I think the logic of these two stocks is really hard to say... I always feel that these two stocks are holding back some big tricks."

"The most flexible one should be the 'military industry', right?"

"Yes, after all, there is no so-called valuation anchor in the 'military industry' sector. As long as there are expectations and funding approval, the valuation can be speculated at will."

"The elasticity of 'military industry' is high, but it is not anchored by valuation, and I have no confidence in holding positions!"

"This is true. If you can't see the logic clearly, you won't be able to hold on to the chips. Maybe an extreme adjustment will make the chips in your hands fly away."

"Whether it is the core line of 'big finance' or the previous main lines of 'infrastructure' and 'military industry', it is always right to rely on these three main lines to make a market layout, and it is always difficult to lose money."

"Yes, yes... As long as it's a stock in these three main areas, just find one and take a heavy position directly."

Along with the stock discussion forums of various trading platforms, countless retail investor groups are engaged in intense discussions, as well as discussions on the opening performance of popular stocks in the market and the upcoming market trend predictions for the two cities.

The brief 5-minute suspension time has passed by in a flash.

I saw countless pairs of eyes converging, and the time quickly passed 9:30, and the two cities once again ushered in the official continuous bidding trading period.