I only saw concept sections related to the two core popular main lines of 'mobile Internet' and 'smartphone industry chain', such as 'mobile games', 'Apple concept', 'Internet finance', 'domestic software', 'electronic information' and other concepts

All sectors are opening higher.

Among them, popular stocks...

Such as Fenda Technology, Huaqingbao, Changqu Technology, Wangsu Technology, Huake Financial, Hengsheng Electronics, Changliang Technology, Shanghai Steel Union, Yinjie Shares, Xinwei Communications, Inspur Software, Huaguo Software, etc.

, all showed a trend of opening higher, and Fenda Technology, Changqu Technology, and Shanghai Steel Union all opened higher with an increase of more than 5%.

In addition to these two most popular main areas.

Other fields, such as automobiles, white goods, infrastructure, real estate, semiconductors, 4G communications and other fields that performed well yesterday, are also opening higher.

Only the 'big financial' sector performed relatively weakly, while related concept sectors either opened flat or opened slightly lower.

Generally speaking, at the beginning of the call auction in the two cities, thanks to the high investment sentiment and the good news, the market has shown a relatively good profit-making effect. Among the nearly 2,000 stocks in the two cities, more than 75%

Stocks are all showing a trend of opening higher.

Seeing this, it can be said that the market trend is all-round higher...

The majority of market investors are naturally excited and excited, and they have already previewed in their hearts that today's index will hit high and hit a big positive line again.

However, there is always a gap between expectations and reality.

Amidst the excitement and excitement of the majority of market investors, the subsequent performance of the market was unsatisfactory.

As time went on, the gains of major popular concept sectors and their related popular stocks began to fall, and market selling intensified.

Finally, at 9:25, the collective bidding in the two cities ended.

The Shanghai Stock Exchange Index only opened higher by 0.19%, while the Shenzhen Stock Exchange Index and ChiNext Index opened higher by less than 0.3%. Compared with the opening of the call auction in the two cities, they were completely different scenes.

In addition to opening slightly higher, the index is obviously somewhat lower than expected.

The two core main lines of 'mobile Internet' and 'smartphone industry chain', as well as many related popular stocks, at the end of the call auction, fell significantly compared with the beginning of the call auction. Even the market paid attention to

The most popular and popular stock, Fenda Technology, finally opened higher and fell back to about 2.5%.

As for other automobiles, white goods consumption, semiconductors, 4G communications and other fields, related concept sectors and popular stocks opened higher, with gains within 1%.

At the beginning of the call auction, the performance of the "big finance" field was relatively weak.

Regardless of securities, insurance, banks, etc., they all opened slightly lower in the end, and the selling on the market was quite obvious.

Seeing the opening scene of the two markets, the previously enthusiastic investors' expectations of a "big positive line" were instantly knocked down again, and they gradually became more rational.

"The call auction has been going down. Looking at this situation, it won't have to be adjusted for several days, right?"

"Probably not! The index has substantially reversed. At this time... the main funds should strike while the iron is hot, continue to attack, and further open up market space."

"The collective bidding trends in the two cities are indeed somewhat different from expectations."

"With continuous big positive breakthroughs, the market volume cannot keep up at all. I think there is nothing wrong with making appropriate adjustments and taking small steps upward."

"Yesterday, there was such a big positive line, and there was a lot of profit taking. If the market opens too high today, there will be quite a lot of selling funds, and the pressure on market funds will be quite large, so... I think the index is slightly higher.

It’s best to open, digest the profit and then slowly move up. There is no problem with today’s market trend.”

"Opening high and opening low proves nothing. Yesterday, the market opened low across the board? Didn't it also get out of the big positive line?"

"The key is to keep an eye on Fenda Technology, Wangsu Technology, LeTV, Huaqingbao, Changqu Technology...these GEM weighted popular stocks. As long as these core stocks held by Mr. Su, there are no major problems or natural disasters."

If there is a large amount of capital selling, rapid diving, and a collapse trend, then there is nothing to worry about.”

"Yes, the performance of leading stocks is a leading indicator of market sentiment."

"As long as there are no problems with these core popular stocks held by Mr. Su, there will be no problems with the market trend."

"No matter whether the index fluctuates or continues to rise, at this stage, there is absolutely no problem in going long or doing long..."

"Obviously Fenda Technology, Wangsu Technology, LeTV, Changqu Technology, Huaqingbao...these tickets are going straight to new highs. Again, several major indexes have returned to the 20-day line.

As long as it has not reached the previous high, then just hold the position with confidence. The key turning point for the long and short market will be mainly the positional pressure of the previous high. As long as that pressure barrier is broken, the upward trend will be flat again. "

"Adjust it. As long as the market dares to adjust, I will continue to increase my position!"

"Hey, yesterday I was worried that the price of Fenda Technology was too high and I couldn't buy it. I didn't expect that I would get the chance today."

"Indeed, luckily it didn't open too high, otherwise I wouldn't have dared to buy it!"

In the sound of everyone gradually returning to rational discussion, the brief 5-minute suspension time passed, and 9:30 arrived.

The stagnant indexes of the two cities began to beat again, and major popular stocks also experienced intense trading in the five-minute emotional fermentation.

At 9:32, Fenda Technology's stock price rose by more than 5%, and popular stocks similar to it also received funding from various sources to boost the stock price.

At 9:35, the GEM index rose by more than 1%. The core concept sectors related to the two main lines of 'mobile Internet' and 'smartphone industry chain' still led the gains in the two cities, and the sector gains further expanded, with active capital flows in the two cities.

, and are still further converging into this field.

At 9:41, ‘domestic software’ caught up from behind and surged straight up, with Inspur Software rising by more than 7%.

At 9:48, when the ChiNext Index hit a maximum increase of 1.43% and the Shanghai Stock Exchange Index reached a maximum increase of 0.81%, the banking sector in the weighted area of ​​'big finance' experienced a large number of selling for some unknown reason and bucked the trend, and fell.

The decline exceeded 1%.

At 9:52, as the banking sector bucked the trend and fell, 'securities and insurance' also followed suit and fell underwater.

At 9:53, the continued downturn in "big finance" suppressed the further spread of market sentiment and also put strong pressure on the index.

At 9:55, the Shanghai Stock Exchange Index began to fall, and the ChiNext Index also began to turn downward.

At 10:02, the Shanghai Stock Exchange Index's increase shrank to less than 0.5%, and the ChiNext Index's increase also shrank to less than 1%.

At 10:12, Inspur Software was blocked, causing the market investment sentiment to become more rational, and various funds pursuing higher prices also began to become cautious.

At 10:21, under the influence of a gradually tilting towards caution, the Shanghai stock index fell back to near the opening point, and the growth rate of the ChiNext index shrank to less than 0.5%. After the opening, Fenda Technology and Inspur Software, which performed extremely strongly,

The stock prices also fell back one after another and fell into a high and sideways trading situation.

At 10:30, at the one-hour mark of the official opening of trading, the Shanghai Stock Index turned green, and the GEM index returned to the opening point. Fenda Technology maintained an increase of 3.5% to 5%. Compared with yesterday, there was no increase in volume and energy.

Obviously, other similar popular concept stocks have also fallen into a volatile intraday trend. They want to fall, but they can't, and they want to pull up, but they lack the large amount of funds to pursue the trend.

"Today's dish is not good!"

At this moment, after feeling that the market had fallen into an obvious shock pattern, some hot money in the main group of Yuhang hot money where Su Yu was located expressed emotion.

"Indeed, it's very difficult to do it if you can't fall down or rise."

"Today's game feels suitable for T but not for board. The wave of Inspur Software just now was actually very beautiful. I didn't expect...it wasn't blocked!"

"After yesterday's sharp rise, a lot of profit orders have accumulated on the market, and selling has been relatively heavy. Coupled with today's call auction stage, the market's performance seriously fell short of expectations, which made people excited. Many investors who were willing to chase higher prices became

We need to be cautious. In addition, there are no obvious signs of expansion in the market's time-sharing, so...the mood to chase highs is insufficient, the strength to follow the trend is not enough, and it is quite difficult to take a high altitude."

"However, this market... it seems that it cannot go down."

"It will definitely not go down. Yesterday's big positive line brought the major indexes back to the 20-day line. In the expectations of the majority of market investors, the market trend has already reversed here. Although everyone's willingness to chase higher is not strong at present.

, but the willingness to buy the bottom and take over the market is still very strong.”

"The main reason is that Fenda Technology does not have much room to move away from the previous high. It has fully reached the position where a large number of chips have been accumulated in the early stage. It is not easy to continue to pull up and leverage the entire market sentiment."

"Indeed, at this time, if we want to shut down Fenda Technology, the price will be too high."

"You need at least 500 million yuan in funds to have the courage to close the market, right? And with 500 million yuan in funds... I'm afraid there are only a handful of people in the market who have such courage."

"Even if you have 500 million in funds, you wouldn't dare to seal Fenda Technology, right?"

"Yes, Mr. Su has invested nearly 500 million yuan in this stock. Oh, no... The market value of Mr. Su's chips in this stock now should be over 600 million yuan, plus a large amount of money accumulated here

Once there is a strong main force to block the chips, even if the retail investors' concentrated selling is suppressed, if Mr. Su's wealth is ruined, it will be all over!"

"It's not just Fenda Technology. When the core popular stocks held by Mr. Su have almost made a profit of 15% to 20%, there shouldn't be a main force with billions of funds that dares to block these popular stocks, right?

After all, if you invest heavily in a high position, if you are hit by Mr. Su, you will easily be locked in the field."

"So... Mr. Su's Fortune Road seat has created a high degree of restriction on these votes?"

"It can't be said that there are high-level restrictions. It's just that no one dares to close the market when Mr. Su has already made a huge profit. However, the two core main lines of 'mobile Internet' and 'smartphone industry chain' are still not expected to be

There are too many changes, no matter how the market goes, these two main lines should be the core focus of the market, and I believe they are also the areas with the most abundant overall liquidity in the market."

"However, if the two core main lines of 'mobile Internet' and 'smartphone industry chain' cannot break through quickly and set off a rising trend, the index may not be able to show a positive line of more than 3 points. The subsequent trend...

Before the index and individual stocks break through previous highs, I'm afraid it can only be a small yin and a small yang, and it will slowly grind up."

"I don't think there's anything wrong with walking slowly!"

"Hehe, as long as there is a bottom position and the joy of being a T, that is also wonderful!"

"Doing T is not suitable for me. I'd better lock up the position. If I do T for a long time, I will lose my chips if I make a mistake in judgment."

"In any case, as long as the volume of the two main lines of 'mobile Internet' and 'smartphone industry chain' does not suddenly increase rapidly, then there is no need to worry too much, whether it is locking up or doing T, it will be fine."

"Indeed, the amount of buying funds disclosed by Mr. Su on the Dragon and Tiger List alone is more than 2 billion, plus the undisclosed... Mr. Su's positions on these two main lines are at least 30

, 4 billion level, this level of positions, it is impossible to exit the position silently in a short period of time. As long as these two main lines do not increase their volume rapidly in the short term, it proves that Mr. Su has not left."

"No matter how the market changes, if you stick to the two main lines of 'mobile Internet' and 'smartphone industry chain', and pay attention to changes in volume and energy, you will most likely not lose money."

When hot money players noticed the changes in market sentiment, they gradually gave up on the market and pulled the market.
To be continued...