Rebirth of the investment era

"I think as long as the money-making effect of the market continues, there will basically be no problem." Hearing Zhao Zhongming's sighing voice, Yi Xiaopeng, the leader of the fund trading team who sat next to Zhao Zhongming and carefully watched the changes in the two markets, said, "Although there is a certain amount of pressure at 3600 points, breaking through is definitely not as difficult as 3500 points. And at this moment, the two city indexes and the market trends of many popular leading stocks are already recovering from the previous plunge? I think... when the market closes, maybe the index will close near the day's high."

Zhao Zhongming frowned slightly. He was not as optimistic about the market performance and subsequent trends as Yi Xiaopeng. After thinking about it for a while, he took a long breath and continued: "Although the overall trend of the current market has not yet There are no signs of change, and the entire upward breakthrough trend is still in a state of acceleration.

But under the continued hot bullish sentiment.

This afternoon, the market trend at the current position, the amount of funds shown, and the trading actions of the main capital groups active in the market are not so optimistic.

In about an hour, the entire main line of 'big finance' was covered.

The main capital groups have already had a net outflow of several billions. Although a number of popular heavyweight stocks in the main field of 'big finance' basically hit new highs for the year and recent intraday highs today, I always It feels like the chip structure in this main direction is somewhat loose. "

"The chip structure is loose?" Yi Xiaopeng was slightly startled, then took over the words, "Probably... not so? I feel that most of the funds currently being sold are still short-term profit-taking, as well as those unsteady floating chips. However, there should be no change in the main positions of major institutional groups such as the 'Yu Hang Group', the 'State-owned Assets Institution Group', and the 'Insurance Bank Asset Management Group' that mainly focus on medium and long-term investment logic.

As for short-term profit-making orders, as well as those unstable hold-up orders and unwinding floating chips.

Even if the temporary concentrated selling will bring some upward pressure to the market, it will certainly not be able to change the actual trend of the market in terms of the overall situation.

Moreover, after these unstable hold-up orders, unwinding orders, and profit-making floating chips are sold in large quantities.

On the contrary, the pressure on the market will be reduced.

As the index continues to increase in volume and potential off-market investors continue to enter the market to do more, it will be easier to break through.

so……

I think this wave of market correction has been quite intense and has led to a downward trend.

For the current overall market trend, the majority of feedback should be positive, which cannot substantially suppress the upward trend of the market, let alone change the actual trend of the market. "

"Hey, I hope it's as you said." Although Zhao Zhongming didn't believe that the market trend would change so easily, he still sighed worriedly and responded casually, "Our current fund product positions are , we can no longer continue, we still need to leave some liquid cash to cope with unexpected changes in the market.”

"Aren't you going to continue taking positions?" Yi Xiaopeng still felt a little pity when he heard Zhao Zhongming's words.

After all, from his point of view at the moment...

He believes that after the market has just dived and adjusted, at this moment, it happens to be a good buying point.

Zhao Zhongming nodded and said: "Let's keep the static positions first. Let's take a look at the last trading time period at the end of the market. How will the index and the major popular main lines and popular themes go? If the index, as well as the major popular main lines, Core stocks related to popular themes and leading stocks with heavy weights can rebound again in the late trading stage, substantially recovering the previous plunge and returning to near the intraday high.

That means this market plunge should be the positive adjustment you just mentioned.

It also shows that the pressure of 3,600 points on the Shanghai Composite Index, as well as the pressure of many profit-taking, unwinding, and floating hold-up orders, does not have much interference with the trend of the index and the main line market. So... we will do it tomorrow, or rather Afterwards, you can continue to follow the aggressive trading strategy.

But if in the subsequent late trading time.

Market indexes, as well as stocks related to major popular main lines and popular concept sectors, have fallen further, or in other words, rapid heavy volume in late trading...

Then the overall market conditions and the effect of making money may change significantly.

In this way, we should gradually shift to conservative investment strategies and trading strategies, and the main investment goal should also shift to controlling the retracement of the net value of our fund products during market adjustments. "

"Okay!" Yi Xiaopeng nodded.

Then, attention turned once again to the two markets that were undergoing intense trading.

As the two people had a brief conversation and a brief analysis of the market conditions, at this time, the trading time of the two cities had already entered around 2:40.

Within ten minutes after the dive ended, the Shanghai Composite Index had risen to the 80 mark.

The Shenzhen Stock Exchange Index and the ChiNext Index also rose to above the 1% mark.

Among them, the A50 index has returned to a 2% increase.

As for the performance of a number of popular main lines, popular concept sectors, as well as a large number of popular stocks and weighted leading stocks.

The pattern of "big finance", "big infrastructure", "military industry", "film and television media", and "sub-new stocks" continues to lead the rise in the market prices of the two cities has not changed. It is just the major main lines and the main players in related popular sectors. The net inflow of funds continues to decline slowly.

Moreover, among the fields of popular main lines and non-popular main lines.

The trend of differentiation is becoming more and more obvious.

That is, 'big finance', 'big infrastructure', and 'military industry' are related industry sectors and concept sectors in the popular main areas, as well as a large number of popular stocks and heavyweight stocks. Although the market growth has basically rebounded after the plunge, But volume and price are slowly diverging.

At the same time, many unpopular stocks were already trading at low levels.

When it was diving before, it didn't follow the dive. At this moment, the market rebounded as a whole, but it rebounded collectively.

In general……

There are main funds in the market, and at this moment, they are shifting in the direction of "high and low switching".

At the same time, there are also major financial groups active on the market, which are increasingly concentrating on popular leading stocks with popular main lines.

At 2:41, 'Huaxin Securities' returned to the 6% increase mark for the day, but at the same time, the stock market of 'Founder Securities' was still falling. The stock price rose from the 83% increase position that was slightly red ten minutes ago. It moved to a 32% decline position, turning from red to green.

At 2:42, ‘Huaguo Construction’ also returned to the 5% increase mark.

However, at the same time, the check for 'Tianshan Cement' continued to fall, and the market turned from red to green.

At 2:43, the stock prices of 'China Airlines Shenfei', 'China Airlines West' and 'Aviation Power', which are popular core stocks in the 'defence and military industry' sector, continued to rise, showing a rapid rebound trend after diving. However, like 'Asia The stock prices of relatively weak stocks such as Star Anchor Chain', 'Huaguo Heavy Industry', 'Huaguo Shipbuilding', and 'Huaguo Great Wall' have continued to fall.

At the same time, banking, insurance, commercial real estate development, public transportation and other industry sectors.

The market trends between popular stocks and non-popular stocks have also shown obvious differentiation.

And through these phenomena...

It can be clearly felt that in the three core main fields of 'big finance', 'big infrastructure' and 'military industry'.

The active main capital group has been further concentrated on heavily weighted popular stocks and industry leading stocks that have strong trending trends, strong money-making effects, and strong capital following. (End of chapter)