The investment era of rebirth

"Changling, what do you think?" Shao Xiaoyun paused and asked Liu Changling, who was in deep thought, "Do you think the market has begun a comprehensive switch to the main line at this position? What do you think of our investment strategy at this time? and trading strategy, should we continue to remain pessimistic, or can we turn to optimism appropriately?

Let me tell you my point of view first...

I think that at this time, the trends of the core main lines of 'big consumption', 'film and television media', 'mobile Internet' and 'smartphone industry chain' are becoming increasingly stronger than the trends of the major core indexes in the market, and are continuing to absorb The main buying capital group in the entire market.

It must be caused by a sustained market trend, and it also has a certain effect of continuous making money on the market.

Especially after the violent fluctuations in the two cities in early trading and early midday trading, this point was extremely obvious.

In early trading, it was obvious that the core main lines of 'big finance', 'big infrastructure' and 'military industry' were leading the gains.

But in the afternoon, after the market opens in the afternoon.

The core lines of 'big finance', 'big infrastructure' and 'military industry' are clearly showing signs of decline.

At the same time, the core main lines of 'big consumption', 'film and television media', 'mobile Internet' and 'smartphone industry chain' are clearly bucking the trend and strengthening, and are closely related to 'big finance' and 'big infrastructure'. ', 'military industry' and several core main lines have formed an obvious seesaw effect on the market.

This fully explains...

'Big Consumption', 'Mobile Internet', 'Smartphone Industry Chain', 'Film and Television Media' are the core main lines of market trends. Funds and the entire market are fully rotating and switching the main line market in accordance with the logic of "high and low switching".

This is particularly evident as the core lines of 'big finance', 'big infrastructure' and 'military industry' continue to plummet and weaken.

Especially the line of 'film and television media'.

In terms of the current market trend, the height of the 'Film and Television Media' sector index has almost reached a new high, basically repairing all the losses since the index fell from 3800 points.

Such a strong and sustained market trend, as well as the continued attack of main funds.

It should be able to show that the main line of the market is indeed changing and fully rotating, right?

Since the main trend of the market is rotating and switching, and the direction of rotation and switching is relatively clear, and the Shanghai Stock Exchange Index has also moved up and down at 3600 points, forming a certain central position for chip shocks, then I think... we should make appropriate changes in our investment strategy and optimize our previous relatively conservative and pessimistic investment strategy. "

After listening to Shao Xiaoyun’s thoughts and suggestions.

Liu Changling thought about it carefully and knew that Shao Xiaoyun had plans to increase his position, so he said: "Manager Shao and I have slightly different ideas.

Judging from the current market trend.

Indeed, the core main lines of 'big consumption', 'mobile Internet' and 'smartphone industry chain'.

At present, it is indeed continuing to strengthen, and it is indeed continuing to attract major buying capital groups from other main lines. There are some signs of the main line market switching.

However, judging from the overall volume response of the two cities.

I think it is still difficult for the market to stand firm at this position, and it is also difficult to say that this position is the relatively low level of this round of adjustment and the center of the chip shock.

It can only be said that there is a probability that the index will stabilize at this position.

As for the 'film and television media' line, currently, it has indeed become the core performance sector of the entire market sentiment.

It has a very strong profit-making effect on the market.

If Manager Shao insists on increasing his position and going long, and changes the investment strategy and trading strategy accordingly to increase the position of our fund products, then my suggestion is... we can only focus on the 'Film and Television Media' line and increase the position accordingly. , and appropriately increase the fund position to 35% of the position, that's almost it.

Then, after increasing the corresponding 'film and television media' position chips.

Continue to observe the market trend and the subsequent gains and losses of the Shanghai Stock Index at 3600 points.

If the Shanghai Stock Exchange Index can continue to remain stable above 3600 points in the next three to five trading days, it can continue to perform well on the core main lines of 'big consumption', 'mobile Internet', 'smartphone industry chain' and 'film and television media'. Under the leadership, attack towards a higher point.

It even completed the index's reversal in trend and recovered upwards from the 10-day line, or even the 5-day line.

Then, we will continue to further increase our positions and buy the three core main areas of 'big consumption', 'mobile Internet' and 'smartphone industry chain', as well as strong industry sectors, concept sectors, and popular stocks. , chips for leading stocks, it’s not too late.

If it happens in the next three or five trading days.

The Shanghai Stock Index still maintained this volatile trend, or it soon fell below 3600 points.

That means the index still can’t hold on at this position.

This shows that the three core main lines of 'big finance', 'big infrastructure' and 'military industry' are missing, and the three core main lines of 'big consumption', 'mobile Internet', 'smartphone industry chain' and 'film and television media' are missing. , It is still difficult to shoulder the responsibility and it is difficult to independently lead the two cities and several core main lines to continue to strengthen.

It also shows that this round of adjustment is not over at the current position.

In this way, we can quickly reduce the chips we bought in the main line of 'film and television media' and quickly shift our trading strategy to a conservative trend again.

In short, when the certainty of the current market trend is not high, but there is a certain degree of certainty.

I think we should be able to retreat and defend, and advance and attack.

You can neither aggressively and quickly take up positions, nor be overly bearish and pessimistically keep fund positions at a very low level. "

"Haha... Agreed, I actually think so too." Shao Xiaoyun heard Liu Changling's words and agreed with him in his heart, saying, "Changling, you are the one who can say it, and what you say makes sense. That's right, enter You can attack, retreat or defend, that's how it should be. In investment and trading, the strategy still needs to change according to the market trend. Only in this way... can we always have the initiative in the market and avoid being short-term, or Talk about heavy storage and quilt cover."

Liu Changling nodded slightly and nodded.

Seeing that he had no other different opinions, he quickly turned his head and began to follow the traders behind him to implement relevant trading strategies and trading instructions.

As in the trading room, a group of traders executed trading orders. At this time, the trading time of the two cities has entered after 2:30, entering the last half hour before the closing of the two cities.

And in the ongoing market transactions.

I saw only two markets on the market.

'Big Finance', 'Big Infrastructure', 'Military Industry' and other popular themes in the early stage have already caught up with the index's growth. The corresponding industry sector and concept sector indexes, as well as a number of popular stocks in several major fields, Leading stocks are all accelerating their rebound.

Among them, there are many leading stocks such as 'Blue Stone Heavy Equipment', 'Shanghai Sanmao', 'Shanghai Construction Engineering'... etc.

After the violent fluctuations throughout the day, the daily limit has been achieved one after another.

As for the fields of 'big consumption', 'film and television media', 'mobile Internet' and 'smartphone industry chain', their performance has been significantly stronger than the performance of the broader market index, especially the 'film and television media' industry sector. The market increase has exceeded 5%.

A total of 7 stocks in the entire sector have sealed their daily limits.

Moreover, there are 12 stocks whose market gains have reached an increase of more than 6%.

The entire sector, dozens of stocks, have set off a trend of daily limit.

With the surge in the entire 'Film and Television Media' sector, 'Mobile Games', 'Internet Online Education', 'Film and Television Production', 'Celebrity Shareholding', 'Celebrity Shareholding', etc., which are more closely related to the 'Film and Television Media' sector A number of concept-themed sectors are also setting off a rising trend at this moment.

At 2:35, the 'film and television media' sector index rose by 5.22%.

At 2:36, 'Enlight Media, Huayi Brothers, Hua Qingbao, Huace Film and Television, Ciwen Media, Guangdong Media, Phoenix Media, and Huawen Media' all closed their daily limits, while 'LeTV, Changqu Technology, and Yaoyuan Media' If you remember Technology's several checks, they all rose by more than 7%.

At 2:37, in the field of 'big consumption', the major industry sectors of 'automobiles', 'food and beverages', and 'retail' all increased by more than 3% during the day. Among them, a number of related concept-themed sectors Here, the 'Internet e-commerce' sector once again achieved skyrocketing gains, and the core leading stock 'Sanjiang Shopping' once again hit its daily limit.

At 2:38, 'domestic software' continued to riot, and 'Internet Speed ​​Technology' rose by 8% during the day, showing a trend of hitting the daily limit.

At 2:39, 'Huaxin Securities' intraday gains returned to 2.5%.

At 2:40, the Shanghai Composite Index rose 1.35% within the day, while the ChiNext Index's intraday rise exceeded 2.5%. The two cities completely showed that small and medium-cap concept stocks are stronger than heavyweight stocks.

At 2:41, the intraday gains of the two major sectors, 'Securities' and 'Internet Finance', returned to the 1.5% increase position. Among them, the intraday gains of the three stocks of 'Great Wisdom, Flush, and Oriental Fortune' exceeded 2 More than %, while the 'Shanghai Steel Union', which fluctuated violently by more than 10% during the day, returned to the daily high at this moment, returning to a position of more than 5% increase.

At 2:42, 'LeTV' hit the daily limit before 'Netspeed Technology'.

At 2:43, the stock price of 'LeTV' hit the daily limit. At the same time, the intraday increase of the 'Film and Television Media' sector index broke through to 5.43%, and the intraday net inflow of the sector's main funds reached 17.29 billion, setting a record for the entire sector in the year. The net inflow of main funds reached a new high.

At 2:44, 'LeTV' closed its daily limit. At the same time, the 'Film and Television Media' sector's intraday rise further surged to 5.5%. The sector index not only repaired all the losses since the Shanghai Stock Index fell from 3800 points, but also hit a record high. A new high since this round of bull market.

At 2:45, 'Internet Speed ​​Technology' began to hit the daily limit.

At 2:46, the stock price of 'Netspeed Technology' hit the daily limit. At the same time, the 'Domestic Software' concept sector index rose by more than 3.5% within the day, and the two major industry sector indexes of 'Internet Software' and 'Internet Application' , have also risen to a 3% increase position. The net inflow of main funds has expanded rapidly at this moment, affected by the large amount of funds rushing to raise "Internet Speed ​​Technology".

At 2:47, 'Netspeed Technology' closed its daily limit. At the same time, 'Inspur Information, Huaguo Software, ...' and other software stocks quickly followed suit. At the same time, 'Shanghai Steel Union, Oriental Fortune, Flush, Hengsheng Electronics...' and other software stocks belonging to the 'Internet Finance' sector have also shown signs of rapid rise in riots.

At 2:48, 'Huaguo Software' surged by more than 7%.

At 2:49, the Shanghai Stock Index returned to a 1.5% increase, and at the same time, the index reached 3620 points.

At 2:50, when the trading time of the two cities began to enter the final ten minutes, the main funds were in the core areas of 'big consumption', 'mobile Internet', 'smartphone industry chain' and 'film and television media' The rush for funds in the main field is becoming more and more active and radical.

Similarly, the relatively weak main lines of 'big finance', 'big infrastructure' and 'military industry'.

As well as low-level marginal main lines such as 'non-ferrous cycle', 'petrochemical industry', 'coal' and 'animal husbandry'.

At this moment, a large amount of bargain hunting funds also ushered in. The corresponding industry sectors, concept sectors, as well as many related stocks and component stocks also began to gradually strengthen at this time, quickly repairing the decline of the Shanghai Stock Index to 3800 points. decline since.

At 2:51, the two city indexes reached new intraday highs.

At 2:52, the turnover of the two cities reached the volume and energy mark of 9000 billion.

At 2:53, the intraday trading volume of 'Huaxin Securities' reached the 90 billion mark. Although the trading volume was still fierce, and the trading volume of this check still ranked first in the two cities' trading volume, compared with the volume and energy of the previous week, Performance has shown a relative shrinkage.

At 2:55, in the 'film and television media' sector, more than 10 component stocks hit their daily limit.

At 2:57, the growth rate of the ChiNext Index reached 3.03%.

Finally, when 3 o'clock in the afternoon came and the two cities officially closed, several major core indexes closed at the highest point of the day, showing a comprehensive and strong rebound.

After the official closing...

Faced with such closing situations in the two cities.

A group of investors who were originally pessimistic last week, over the weekend, and even at noon today were stimulated by the strong positive line that rebounded across the board today.

With the Shanghai Index returning to 3600 points and the two cities showing signs of strong support.

Suddenly, they became optimistic again and began to change their views. They further raised their sights on the Shanghai Index to 3800 points, and even shouted the slogan that the Shanghai Index would hit 4000 points by the end of the month. (End of chapter)