Chapter 885 The Shanghai Composite Index Is at 3600 Points!

At 1:04, the related industry sectors, concept sectors and corresponding concept growth stocks in the core main line areas of "big consumption", "mobile Internet" and "smart phone industry chain" all ushered in a short-term buying force in the trend of the main lines of "big finance", "big infrastructure" and "military industry".

At 1:05, the "domestic software" concept sector moved abnormally.

At 1:06, a number of popular software stocks such as "Netspeed Technology", "Inspur Information", "Huaguo Software" and so on rose and rose.

At 1:07, the "Apple concept" sector moved abnormally.

At 1:08, the two stocks of "Goertek" and "Changying Precision" suddenly rose and moved abnormally, rising by more than 2%.

At 1:09, in the main line area of ​​"big consumption", the retail, beverage and food, and automobile sectors showed a certain amount of main buying funds.

At 1:10, the ‘non-ferrous metals’, ‘petrochemicals’ and ‘coal’ sectors, which have been fluctuating at low levels, also attracted the attention of some major buying funds.

At 1:11, the ‘film and television media’ sector continued to lead the gains and expanded the gains on the market.

At 1:12, the intraday increase of ‘Netspeed Technology’ reached 2.5%, and the performance of the main funds on the market began to show a clear net inflow trend.

At 1:13, the intraday increase of ‘LeTV’ expanded to more than 3%.

At 1:14, the overall market style of the two cities began to further shift to the field of small and medium-sized concept stocks, and the weighted stocks generally continued to fall.

At 1:15, the stock price of ‘Huace Film and Television’ rose by more than 7% on the day.

At 1:16, ‘Ciwen Media’ hit the daily limit.

At 1:17, the intraday gains of securities and Internet finance sectors in the main field of "big finance" fell back to within 1%. At the same time, the intraday gains of the A50 index also retreated to within 1%, while the intraday gains of the Shanghai Composite Index shrank to about 0.6%.

At 1:18, the intraday gains of the check "Changying Precision" reached 5%.

At 1:19, the leading stock of the concept of "Eurasian Economic Belt", "Northeast Revitalization", and "China-Japan-Korea Free Trade Zone", which once performed extremely strongly in the intraday, suddenly fell sharply, and the market gains fell from more than 7% to less than 5%.

At 1:20, the intraday gains of "Huaxin Securities" retreated to within 1.5%.

At 1:21, the market gains of the check "Huagong International" shrank to the flat position, showing a sign of turning from red to green.

At 1:22, the three core hot stocks in the Internet finance sector, ‘Tonghuashun, Great Wisdom, and Oriental Fortune’, all saw their gains decline. Among them, the gains of ‘Oriental Fortune’ were completely wiped out, and a downward trend appeared.

At 1:23, in the morning, ‘Lanshi Heavy Equipment’, which had once surged to more than 5%, also showed a significant decline.

At 1:24, all the industry sectors and concept theme sector indexes in the entire ‘big infrastructure’ main line field continued to pull back. Among them, the commercial real estate development sector showed a significant diving trend, and the stock price of ‘Kumho Group’ began to turn from red to green, showing a significant downward trend.

At 1:25, ‘Huaguo Construction, Huaguo MCC, Huaguo Railway Construction, Huaguo Communications Construction…’ and other ‘Hua’ stocks fell one after another. Among them, the market trend of ‘Huaguo MCC’ ​​turned from red to green, and the net outflow of the main funds on the market continued to increase significantly.

At 1:26, the Shenzhen Index and the ChiNext Index rose more than the Shanghai Index.

At 1:27, the market trend of the two markets continued to tilt towards small and medium-sized concept stocks.

At 1:28, in the main line of the concept theme of "military industry", the concept theme sectors such as "domestic aircraft carrier", "domestic large aircraft", and "Beidou navigation" showed a significant downward trend, and the entire "national defense and military industry" main line was fully adjusted. Among them, the "Northern Navigation" check even saw a rapid dive, and the market increase fell from about 2% to about 2 points below the water.

At 1:29, the market increase of the three major industry sectors of securities, national defense and military industry, and building materials fell out of the top five of the two market increase lists, and the three major industry sectors were replaced by Internet software, Internet applications, and retail sectors. So far, all the industry sectors and concept theme sectors in the three core main lines of "big finance", "big infrastructure", and "military industry" have shown a net outflow of main funds.

At 1:30, the Shanghai Composite Index began to rebound near the intraday increase of 0.5%.

At 1:31, the intraday trading volume of ‘Huaxin Securities’ reached the 6 billion mark, showing a significant shrinking trend compared with the previous few trading days.

At 1:32, in the morning trading, the intraday increase of the stock ‘Western Securities’, which was once about to hit the daily limit, was reduced to less than 3%.

At 1:33, the check ‘Fushun Special Steel’ suddenly showed a flash crash trend.

At 1:34, ‘Founder Securities’ fell again by about 3%, and its stock price fell back to the position near 3,000 points of the Shanghai Composite Index, continuing to be the weakest weighted securities stock in the entire securities sector.

At 1:35, the check ‘Shanghai Steel Union’ once hit the 6% increase position in the morning trading, and now the market increase has fallen back to about 2%, which is likely to wipe out all the gains in the day.

At 1:36, the core concept themes such as ‘Shanghai Free Trade Zone’, ‘Eurasian Economic Belt’, ‘China-Japan-Korea Free Trade Zone’, ‘Maritime Silk Road on the New Era Road’, and ‘Reform and Restructuring of Central Enterprises and State-owned Enterprises’, which once occupied the concept theme growth list of the two cities, have now retreated and all withdrawn from the top of the concept theme growth list of the two cities. In addition, the ‘Internet Finance’ sector has completely wiped out the current market growth, gradually showing a downward trend.

At 1:37, the market decline of ‘Huagong International’ has expanded to about 0.5%.

At 1:38, in the ‘Big Finance’ main line field, the relatively stable banking and insurance sectors have now fallen back to within 0.5% of the growth rate, and began to underperform the overall market index.

At 1:39, the main capital flow in the three core main lines of "big finance", "big infrastructure" and "military industry" has changed from a net inflow of more than 3 billion at the peak in the morning to a total net outflow of 300 million.

At 1:40, the "Shanghai Construction" check fell by about 2.5%, dragging down the entire "Shanghai Free Trade Zone" sector.

At 1:41, the intraday decline of "Kumho Group" expanded to 4%.

At 1:42, the three stocks of "Tonghuashun, Great Wisdom, and Oriental Fortune" basically all retreated to the flat position.

At 1:43, the intraday increase of the "Film and Television Media" sector reached 4%.

At 1:44, concept theme sectors such as ‘mobile games’, ‘online education on the Internet’, ‘film and television production’, ‘celebrity participation’, and ‘celebrity holding’ have occupied the top positions in the concept theme growth list of the two cities, and their sector indexes have all increased by more than 3%.

At 1:45, following the check from ‘Quantong Education’, ‘Huace Film and Television’ began to hit the daily limit.

At 1:46, ‘Huace Film and Television’ hit the daily limit.

At 1:47, driven by the daily limit of ‘Huace Film and Television’, the entire ‘film and television media’ sector, a number of stocks in the film and television production business direction, as well as stocks in the film and television investment direction, have risen violently. Among them, ‘Guangguang Media’, ‘Huayi Brothers’, ‘Yanjing Culture’, ‘Ciwen Media’... and other related stocks have all increased by more than 5% at this moment.

At 1:48, the market increase of 'LeTV' also reached 5%, and it also created a new high in the stock price since this round of bull market, completely reversing the weak trend of the first half of the year and the middle of the year.

At 1:49, driven by the trend of 'LeTV', a number of concept theme sectors related to it also began to usher in a large number of major buying funds.

At 1:50, the intraday increase of 'Huaxin Securities' returned to the 2% mark. At the same time, as the index dived and rebounded from the bottom, a number of core main line-related industry sectors and concept theme sectors such as 'big finance', 'big infrastructure', and 'military industry' also began to rebound sharply.

At 1:51, the three stocks of 'Oriental Fortune, Tonghuashun, and Great Wisdom' turned red and rose simultaneously.

At 1:52, the net outflow of major funds in the two cities began to decline significantly.

At 1:53, the Shanghai Composite Index slightly increased to about 0.7%, and further attacked the 1% increase position.

At 1:54, the increase of the two major industry sector indexes, "Internet Software" and "Internet Application", increased to about 2.5%, ranking third and fourth in the industry sector increase list of the two cities.

At 1:55, the intraday increase of "NetSpeed ​​Technology" exceeded 7%, with a strong momentum of daily limit.

At 1:56, the intraday increase of the Shenzhen Composite Index and the ChiNext Index returned to the 1.5% increase mark.

At 1:57, the market trend of "Huagong International" gradually fluctuated upward from underwater, and re-realized the trend of turning red and rising.

At 1:58, all of a sudden, whether it was the previous popular main lines such as "big finance", "big infrastructure", "military industry", or the recent strong industry sectors such as "big consumption", "mobile Internet", "smart phone industry chain", "film and television media", or the relatively low-level weak marginal main lines such as "non-ferrous cycle", "petrochemical", "coal", etc., all of them suddenly ushered in a general rebound trend.

At 1:59, the intraday increase of the "securities" sector returned to the 1% increase position.

At 2 pm, the Shanghai Composite Index returned to the 1% increase mark, and at the same time, it began to attack the 3,600 point position again.

At 2:01, the previous demon stock "Lanshi Heavy Equipment" once again rose rapidly and turned red, and driven by a large amount of main buying funds, the stock price continued to rise.

At 2:02, the stock price of "Lanshi Heavy Equipment" instantly reached 3%.

At the same time, a number of oversold popular stocks such as ‘Huake Shuguang’, ‘Huake Jincai’, ‘Aerospace Development’, ‘Huahang Heavy Machinery’, etc. followed the rise.

At 2:03, the market increase of ‘Lanshi Heavy Equipment’ broke through the 5% increase.

At 2:04, the market increase of the three stocks ‘Tonghuashun, Dongfang Fortune, and Dazhihui’ once again broke through the 1% mark.

At 2:05, ‘Guangguang Media’ hit the daily limit.

At 2:06, ‘Guangguang Media’ hit the daily limit, and the intraday increase of the entire ‘Film and Television Media’ industry sector index successfully broke through the intraday high of 4.73%.

At 2:07, the Shenzhen Index and the ChiNext Index rose by more than 1.75%.

At 2:08, the intraday increase of ‘Huaxin Securities’ reached 2%.

At 2:09, the ‘Internet Finance’ sector rose by 1%. At the same time, the Shanghai Composite Index returned to 3,600 points, and the two markets once again showed an extravagant market trend.

At 2:10, ‘Lanshi Heavy Equipment’ hit the daily limit.

At 2:11, ‘Lanshi Heavy Equipment’ hit the daily limit. At the same time, ‘Tonghuashun, Great Wisdom, Oriental Fortune, Huake Shuguang, Huake Jincai, Shanghai Steel Union…’ and other stocks rebounded rapidly, and the entire ‘National Defense Military Industry’ industry sector achieved a big rebound trend.

At 2:12, the A50 Index returned to the 1% increase position.

At 2:13, the Shanghai Composite Index began to stabilize at 3,600 points and further impacted upward.

At 2:14, all the oversold rebound stocks in the two cities began to rebound at an accelerated pace. It seemed that from the market... the previous profit-taking and unwinding positions had begun to be largely cleared, and the market chip structure had been transformed.

"Looking at this situation, today's market trend should be worry-free, right?"

Seeing that the major indexes in the two cities returned to the upward trend after completing the violent intraday fluctuations, and the Shanghai Composite Index once again stabilized at 3,600 points, at this moment, in the Magic City, Huatong Bank's proprietary investment department, in the main fund trading room, fund manager Deng Jialun paid attention to the market trend. His originally tense nerves finally relaxed and sighed: "It's really been a few twists and turns, and it's finally stabilized. Looking at the market trend, the profit-taking and unwinding positions should have been almost cleared. There will be no big problem for the Shanghai Composite Index to stabilize at 3,600 points in the short term."

"I hope so!" Hearing Deng Jialun's words, Zheng Zhongming, the general manager of Huatong Bank's proprietary investment department, smiled and said, "Our institution is in this round of market During the correction, I didn't reduce my position much. I hope the index can stabilize here and complete the switching and trend change of the main line market. "

"Yeah!" Deng Jialun nodded and said, "But Mr. Zheng, looking at the market trend and the recent changes in the market style, it feels that the main line of the market is indeed shifting towards the main lines of "big consumption", "mobile Internet", "smartphone industry chain", and "film and television media". The market trends of the core main lines of "big finance", "big infrastructure", and "military industry" are relatively weaker than the overall market. Do you think... should we focus on the layout of the main line market? "

"What do you think?" Zheng Zhongming looked at Deng Jialun and asked for his opinion.

Deng Jialun thought for a moment and responded, “I think that judging from the market trend and the direction of volume, the profit-taking and unwinding chips have almost been sold out, the market trend has almost stabilized, and the main market style has become clearer and clearer. So… in terms of the main investment layout, we can appropriately reduce the holdings of some chips in the main fields such as ‘big finance’, ‘big infrastructure’, and ‘military industry’, so as to focus on the main investment direction, which are slightly cheaper and more focused on the main fields of ‘big consumption’, ‘mobile Internet’, ‘smartphone industry chain’, and ‘film and television media’. As for investment… although the basic logic is the transformation of fundamentals, we still have to follow the market trend and direction. Only in this way can we obtain corresponding excess returns.” (End of this chapter)