Chapter 450 A Brief Market Style Switch!

Under the effect of the three main funds' simultaneous stop-loss and sell-off, the trend of the "military industry" line has become weaker.

On the market, the decline of the entire "military industry" industry sector index further expanded, reaching the 3% decline mark at 10:49. Among them, the core concept stock Hongdu Aviation was almost at the limit of decline under the continuous large-scale selling pressure, and the core component stocks of China Heavy Industry, China Airlines Electromechanical, China Airlines Optoelectronics, Aero Engine Power, China Great Wall, Aero Engine Technology... and other three main funds focused on building positions, also approached a 5% decline.

Immediately afterwards, due to the panic sell-off trend of the main line of "military industry" that was almost exhausted by liquidity.

At 10:50, the industry sectors and concept sectors related to several core main line areas such as "infrastructure", "state-owned enterprise reform", and "Internet finance" that were completely abandoned by the main funds in the market also instantly broke out in the same panic selling trend. At a glance, the entire market of the several main lines was full of heavy selling orders that took the initiative to sell at market prices.

At 10:52, with the comprehensive collapse of the main lines such as "infrastructure", "state-owned enterprise reform", "Internet finance", and "military industry", the Shanghai Composite Index fell to around 2220 points in one go, and the decline widened to more than 1.5%. At the same time... the two main lines of "smartphone industry chain" and "mobile Internet" that performed slightly in the early trading also stopped at this moment. Not only did they give up all the gains in the morning, but also the related industry sectors and concept sector indexes also fell underwater, and the strong state no longer existed.

At 10:55, all industry sectors in the two cities turned green, and none rose.

At 10:57, Beixin Road Bridge hit the limit down again.

At 11:02, when the market trading time entered the last half hour of the afternoon session, the Shanghai Composite Index hit a low of 2216.21 points. The panic selling volume in the two cities finally weakened, and bargain hunting funds began to enter the market at a low level to grab stocks. Both the index and individual stocks ushered in a short rebound.

At 11:05, the Shanghai Composite Index returned to the 2220 point mark.

At 11:09, Beixin Road Bridge opened the limit down board, and the market decline shrank to around 8%.

At 11:12, the film and television media industry sector turned red again, becoming the only industry sector in the two cities to turn red and rise, and the core component stocks within the sector, such as Changqu Technology, Huaqingbao, Huayi Brothers, Guangguang Media, and Oriental Fortune, rose relatively quickly, and bargain hunting funds intervened more obviously.

At 11:16, the Shanghai Composite Index fell back to within 1.5%. Electronic information became the second industry sector in the two cities to turn red and rise after film and television media. At the same time, Anjie Technology, Xinwei Communication, Shuobei, Lixun Precision and other "Apple mobile phone concept" stocks rose rapidly, and the entire market began to improve.

At 11:20, when the market trading time entered the last ten minutes before the midday closing.

The market's bottom-fishing funds have obviously become more active.

Not only "film and television media" and "Apple mobile phone industry chain" have been attacked by bottom-fishing funds, but also the main lines of "infrastructure", "state-owned enterprise reform", "military industry", "Internet finance", "venture capital", "Shanghai Free Trade Zone" and other main lines that have fallen too tragically during the session have also ushered in a lot of funds to bottom-fish.

In this situation where the relationship between active selling and active buying in the market has returned to rationality.

At 11:30, the two markets welcomed the moment of noon closing. The Shanghai Composite Index re-stood at the 2230 point mark, shrinking the intraday decline to 1.12%.

As for the Shenzhen Composite Index and the ChiNext Index...

As it is close to noon, the main direction of the bottom-fishing funds inside and outside the market is the "growth stocks" field that tends to be small and medium-sized boards and ChiNext boards, so the performance of the two major indexes is obviously better than the Shanghai Composite Index, closing down 0.89% and 0.72% at the moment of noon closing.

Among them, the small and medium-sized board index is an important core index of the two markets.

At 11:30, the moment when the market of the two markets was frozen again, the decline was reduced to less than 0.5%, becoming the strongest core index of the two markets, and it also fully explains the attack of the main funds in the market today, and the direction of the main market performance.

Faced with such a midday closing result...

The vast number of investors inside and outside the market are naturally quite disappointed. However, in addition to being disappointed, thinking about the rebound performance of the index before midday, they can't help but have more expectations and hopes for the afternoon market trend, hoping that the market can rebound from a deep V after the panic market, and usher in a wave of more powerful violent rebound trends.

"Is the intraday low of 2216.21 points almost over?"

Among the vast number of retail investors gathered in the discussion area of ​​the stock trading platform and the stock investment forum, some people raised questions after a brief review.

"I feel like it should be about the same, after all, the panic has already been killed in the market."

"From the market trend, it seems that there is indeed a sign of bottoming out and rebounding. Near the midday, the funds for bottom-fishing in the market have obviously expanded by a magnitude, but the core themes of "infrastructure", "state-owned enterprise reform", and "Internet finance" still have no obvious warming trend. Through the market analysis of these core themes, it seems that the market has not bottomed out."

"Today's market hotspots are not on the core themes of "infrastructure", "state-owned enterprise reform", and "Internet finance", right?"

"Yes, the main hot spots have returned to the field of 'growth stocks' mainly composed of small and medium-sized board and GEM stocks. Core popular stocks in the conceptual fields such as 'smartphone industry chain' and 'mobile Internet' have obvious There are signs of bargain-hunting fund attacks, and the trend is also significantly stronger than other areas in the two cities.”

"Well, I feel like the market style is changing a bit."

"Will the market's main hot spots return to the two main lines of last year's core hype, the 'smartphone industry chain' and 'mobile Internet'?"

"It's hard to say. At least for now, active funds on the market are converging on these two main areas."

"Today's performance of several major indexes does mean that the Shanghai index is weak and the deep is strong. It can be seen that the Shanghai stock index is still falling below 1%, while the small and medium-sized board index has almost turned red."

"But how do I feel that in the rotation of market hot spots, the core hype logic is still 'oversold rebound'?"

"I also feel that the market's hype logic is still the 'oversold rebound' line."

"Well, the two main lines of 'mobile Internet' and 'smartphone industry chain' did not rise much during the market rebound in April and May. However, with the market adjustment in late May, they fell a lot. , is indeed in line with the logic of ‘oversold rebound’.”

"I always feel that in the market, the core main line that has the effect of making sustained money has not yet been developed."

"Let's take a look while walking. If the two lines of 'mobile Internet' and 'smartphone industry chain' continue to rebound in the afternoon and can lead the market out of a deep V trend, then we can still take a high look, and maybe the market can really be here. , switching styles, of course... If in the afternoon trend, these two core main line concepts fall back again, like yesterday's 'venture capital' concept, then there is nothing to say, the market has definitely not bottomed out yet. ”

"No matter what the logic is, the market trend this morning, to be honest... is obviously lower than expected."

"Buying the bottom, buying the bottom... I don't know how much money has been buried in the early bottom buying. Although the index is very close to the 2200 point mark at the moment, when the market trend develops, the decline at the end is often the most scary. I I feel that we still need to be cautious when buying lows at this time.”

"In fact, during the period nearing midday, although the index decline has shrunk a lot, on the market, overall, the rebound is still showing an attenuation. This proves that the funds that are buying the bottom at this stage have their own confidence. It’s not very sufficient. In this case, I think it’s still very difficult to stabilize the market and get out of the deep V trend.”

"The money-losing effect of the top 20 most popular stocks in the two cities is still obvious. In this case, I will not buy the bottom easily anyway."

"Yes, in fact, on the whole market, except for the two core main lines of 'mobile Internet' and 'smartphone industry chain', which are slightly performed, there is really nothing else to see."

"My point of view is still the same as before. As long as 'infrastructure' and 'state-owned enterprise reform', the two core themes that previously led the market, do not really bottom out and usher in a strong rebound, then the index bottoms out and the so-called bottoming out occurs. If the trend reverses at the bottom, there will be huge variables.”

"Well, it seems that the two core main lines of 'mobile Internet' and 'smartphone industry chain' have completely collapsed before the market turned around again, right?"

“Anyway, in a downward trend, just operate with caution!”

"I don't chase highs and guess lows. I just look at an indicator. When Mr. Su's 'Way of Wealth' appears, I will re-enter the market."

"It feels like Mr. Su's 'road to wealth' has disappeared for some time."

"Hey, I just don't know the specific position data of the 'Yu Hang Series' fund. If you know it, you can't go wrong if you follow it and buy it."

"You should be able to find out if you sneak into the internal investment group of the 'Yuhang Department', right?"

"It's impossible. During the period when the 'Yu Hang Series' fund is closed and its net worth is not disclosed, its position data are all internal secrets of the company. It is impossible to leak it out. Of course... unless you go to the fund managed by Mr. Su. It’s possible to work as a trader at Yuhang Investment Company.”

"If you really become an internal trader, you will probably have to sign a confidentiality agreement. Even if you know it, it is still equal to zero."

"Fund traders who use private accounts to trade stocks should be reported, right?"

"It must be reported, and the stocks held by the fund must be avoided accordingly, otherwise...after all, it will be suspected of being a rat position."

At a time when many retail investors are discussing intensively in the comment areas of stock trading platforms and stock investment forums.

Su Yu is in the main hot money group of Yuhang.

All the hot money tycoons in Zhezhou Province and even Yuhang are having heated discussions about today's market trends and expressing their own opinions one after another.

"What is the logic behind the line of 'film and television media'? Do you think it can be done?"

"For the 'film and television media' line, just look at the three stocks of 'LeTV, Enlight Media, and Huayi Brothers.' I feel that there is still room for expectations in this line."

"The explosion of the online drama market and the recovery of the film industry?"

"I heard that the national macro policy seems to have generous policy support for this field, right?"

"Who told me this? I haven't heard of any news about this yet!"

"Don't analyze the underlying logic. I feel that today's 'Film and Television Media' sector and 'Apple Mobile Phone Concept' can lead the market and be chased and favored by active funds in the market. The logical line they follow is still the four 'oversold rebound' In other words, the sustainability of the market is still doubtful.”

"Indeed, compared with the entire market, it is too powerful and has basically no value to participate."

"Overall, the market's buying orders are still hesitant to accept funds, while selling orders are still more determined than buying orders. In this situation, it is really difficult to predict the market trend in the afternoon."

“I was buried when I was buying the bottom before, why are you still buying the bottom?”

"At this time, the right side is more reliable than the left side. If the index fails to support 2,200 points, if it falls below, it will be a bottomless abyss again."

"Be cautious and cautious. Optimism at this time is often the easiest to be slapped in the face."

"Although the two sectors of 'Film and Television Media' and 'Apple Concept' seem to be gaining momentum, the overall investment sentiment in the market is still very weak, and the money-losing effect of the two cities is still very obvious. In this case , it would be quite passive to attack rashly!”

"Let's continue to wait and see. Mr. Su is not in a hurry. Why should we be in a hurry?"

"Yes, effective money-making opportunities are far better than risky opportunities with low certainty. Again, you have to learn to short positions!"

"Hey, short position is the most difficult. Now I finally understand this sentence."

"The market will not close. As long as there is capital, the market will never lack opportunities. Anyway... when the market investment risks are still relatively high, light positions and short positions are the only correct choices. Even if we are not taking the investment route, That's also the line of speculation, not gambling."

"That makes sense, let's wait and see."

"We'll wait until the trend-following effect picks up again for popular stocks that have attracted much market attention."

"Yes, the current money-losing effect of popular stocks is still very obvious, and everyone's enthusiasm for following the trend is not high. In this situation... even if we rashly pull in some popular concept stocks, there will be no strong following sentiment and financial support to follow the trend. It’s hard to hold on.”

In the midst of intense exchanges and discussions among many hot money players.

As the messages in the group were refreshed rapidly, the lunch break also passed quickly.

Immediately afterwards, with tens of millions of investors inside and outside the venue paying close attention, the time passed at 1:00 pm, and the two cities once again ushered in continuous bidding transactions.

I saw that after an hour and a half of emotional brewing and news fermentation at noon.

The trading market of the two cities had just started to jump, and relatively radical investor groups rushed in to buy the bottom, focusing on attacking 'film and television media', 'Apple industry chain', 'electronic information', 'Internet software', 'Internet applications' and so on. Relatively strong concept sectors and their related core popular stocks.

Subsequently, under the attack of these bargain-hunting funds.

At 1:02, these relatively strong popular sectors and popular concepts rose instantly, including 'LeTV, Huayi Brothers, Enlight Media, Lexun Precision, Anjie Technology, Xinwei Communications, Changying Precision' and so on. Stocks have been intensively attacked by large buying orders, and their stock prices have risen further.

At 1:05, LeTV's gains expanded to 2%, showing signs of rising momentum and leading the market to continue to break through.

At 1:09, the gains of many "Apple concept" stocks such as Lexun Precision, Xinwei Communications, OFILM Technology, Goertek, etc. also exceeded 2%.

At 1:12, the small and medium-sized index turned red and rose again, and the decline of the ChiNext index shrunk to less than 0.4%.

At 1:15, another core component stock of the GEM, Wangsu Technology, which belongs to the "Internet Software" sector, also surged into the red, and quickly broke through upward under the influence of multiple active buying orders.

At 1:19, the indexes of film and television media, electronic information, Internet applications, Internet software, communication technology and other industry sectors all turned red and rose from underwater, becoming the market's leading industry sector. At the same time, the entire market has also officially formed a trend. 'Smartphone industry chain' and 'mobile Internet' are the core hot spots for speculation.

Of course, in this overall rebound trend in early afternoon trading.

The main lines of 'infrastructure', 'state-owned enterprise reform' and 'military industry', which are the leading sectors in the market, have basically shown little improvement, and the main funds in the field are still showing a continuous outflow trend.