The investment era of rebirth

At the same time, the check for ‘Huaguo Construction’ also experienced an intraday increase of over 6%, showing a trend of both volume and price rising.

There are also several core weight leading stocks in the entire market, such as "big finance", "big infrastructure" and "military industry". At this moment, the same trend of rising volume and price appeared.

It seems that the active main financial groups in the entire market are all adjusting their positions to these core main areas on a large scale.

And in this situation where the leading players in the core main line of weight continue to change.

At 1:40, the Shanghai Stock Exchange Index touched an intraday increase of 2.37%, once again setting a new market high and a new annual high. At the same time, the A50 Index has completely reached the 3% intraday increase mark.

At 1:50, the trend of the leading stocks in the core main line and the trend of other non-core main line popular stocks further widened. In such stocks as 'Huaxin Securities, Huashang Securities, Huatong Securities, Huatai Securities, Huaguo Construction,

Huaguo Railway Construction, Huaguo Communications Construction, Huaguo MCC, China South Locomotive, China North Locomotive...' and a large number of "China-headed" main line weight stocks have soared by more than 5%, the red stocks of the two cities

On the contrary, as the trading time went by, the number began to gradually decline to about 1,600.

At 2 o'clock in the afternoon, a number of mainline heavyweight stocks that were rapidly rising began to show a trend of stagnation due to heavy volume.

At 2:10 p.m., several major market indexes turned around, with the Shanghai Stock Exchange Index retreating back to its 2% gain.

At 2:20 p.m., the Shanghai Stock Index fell below the 2% increase position. At the same time, the number of red stocks in the two cities also dropped sharply again, falling back to about 1,400. At this time, the entire market was experiencing speculation in the main line of popular concept stocks.

The mood and fever also began to subside.

At 2:30, the A50 index's intraday increase fell below 3%.

At 2:40, after the active capital groups in the market were completely absorbed by the leading stocks related to the core main lines of "big finance", "big infrastructure" and "military industry", the plunge of stocks related to other main lines became more fierce.

At 2:50, the number of red-listed stocks in the two cities fell back to more than 1,300. In this half hour, more than 15 stocks that had reached their daily daily limit had exploded.

Finally, when 3 o'clock in the afternoon arrived, the two markets ushered in the final closing moment.

I saw that the Shanghai Index finally settled on a 1.76% increase. The two major indexes, the Shenzhen Stock Exchange Index and the ChiNext Index, rose by 1.07% and 0.93% respectively during the day, which was still significantly weaker than the Shanghai Index.

As for the small and medium-sized board index and the A50 index, the trends of the two are even more divergent.

The small and medium-sized board index rose only 0.58% during the day, while the A50 index rose by 2.59%.

Judging from the intraday performance of major indexes, it can also be seen that the main market convergence point is the core main line weighted large-cap stocks, which are mainly A50 index constituent stocks.

In addition to the gains in major indexes...

The total transaction volume of the two cities today reached more than 960 billion.

Although this amount of energy has not exceeded the trillion-dollar scale that everyone has expected, compared with yesterday's overall market turnover, it is still in a step-by-step amplification trend.

"Hey, I didn't expect that the market still plunged at the end of the day."

Looking at the final closing results of the two cities, around 3:15, inside the Yinghui Fund Company in the Magic City, in the 'Yinghui No. 1' main fund product trading room, Liu Guanhai, the fund manager, sighed lightly and sighed.

Said: "I feel that today's market is not as strong as yesterday."

Hearing Liu Guanhai's sighing voice, Yu Lei, the trading team leader sitting next to Liu Guanhai, nodded and said: "I think so too. I feel that the market situation is becoming more and more divided into 28 and 80 as we go...

The three core main lines of 'big finance', 'big infrastructure' and 'military industry' can continue to reach new highs. However, other major main line areas have not followed the rise at all.

Such a phenomenon is not very healthy for market trends.

Moreover, after the active capital groups in the market concentrated on the core main lines of 'big finance', 'big infrastructure' and 'military industry', the market trends in other main line areas have become worse, which also illustrates the capital flow in the market.

Sex is not as abundant as everyone thinks.

The newly added capital groups cannot fully undertake all the market trends of the major main lines.

In other words, if the index continues to break upward on a large scale, there will inevitably be great pressure.

Also, even for the leading stocks with heavy weights in the core main areas of "big finance", "big infrastructure" and "military industry", the market trend towards the end of the day today was not good.

Many stocks have experienced sluggish growth in volume.

This shows that the long-short divergence is increasing on the market.

But when I observe the investment sentiment in the market, it is still very hot, and I don’t know who is selling these stocks at this position.”

When the amount of market capital, especially the amount of new capital, cannot further expand on a large scale.

This is also the case when the overall market turnover has not expanded on a large scale.

After the core main lines of 'big finance', 'big infrastructure' and 'military industry' fully siphoned off the active capital groups in the market, individual stocks in other major main line areas have weakened instead, and there has been relatively heavy selling. He can understand this.

Yes, after all, for the vast majority of investment funds in the market, under the stimulation of extreme money-making effects, everyone is like moths flying to the flame, determined to get rid of stocks with low money-making effects, or no money-making effects at all.

, focus on adjusting positions to embrace popular leading stocks with strong money-making effects.

After all, only in this way can we earn excess profits from the market and outperform the market.

However, under the ultimate money-making effect, when a large number of active capital groups on the market flock to these core main line weighted leading large-cap stocks.

In the late trading period, these core and main line leading large-cap stocks also showed a general trend of heavy volume and stagnation.

There was a relatively heavy selling force.

He didn't quite understand this.

Because according to market logic, under the extreme money-making effect, and under the support of still relatively consistent long sentiment, investors holding positions on the market, at this time, the vast majority of long position holders should choose to continue to lock their positions, or in other words

It's better to sell in small amounts and let the profits from the position continue to run.

Just like their organization's choice at this moment.

However, judging from the late trading results, the market performance was not as he expected.

And this made him feel something was wrong even more. He felt that the market trends of the two markets seemed to be turning from strong to weak, and had re-entered the risk game stage.

When Liu Guanhai heard Yu Lei's interpretation of the late trading trends of the two cities, he frowned slightly and said, "The diving trend at the end of today's trading is indeed a bit strange."

"It has already been a late dive for two days in a row." Yu Lei emphasized.

Liu Guanhai nodded slightly, glanced at the background data on the fund's main control computer, smiled again, and said, "However, the net value of our fund products has reached new highs in the past two days."

"So... what is Mr. Liu's opinion on the next market trend?" Seeing him mention the performance of the fund's net value, Yu Lei's heart moved and he couldn't help but ask, "Should we continue to hold positions and let profits run, or should we gradually reduce positions and stop profits?

Avoid possible market correction risks?”